1 Fidelity 500 Index Fund FXAIX · Mutual fund $833.37B 0.01% $269.71 +0.62% $1.67 2 Vanguard Morningstar Growth ETF VUG $378.80B 0.03% $89.40 +0.81% $0.72 3 American Funds Growth Fund of Amer 529A CGFAX · Mutual fund $356.86B 0.62% $86.79 +0.93% $0.80 4 American Funds American Balanced A ABALX · Mutual fund $288.09B 0.55% $41.13 +0.34% $0.14 5 Strategic Advisers Fidelity US TtlStk FCTDX · Mutual fund $257.06B 0.28% $22.25 +0.68% $0.15 6 PIMCO Income Fund PONPX · Mutual fund $230.68B 0.93% $10.77 +0.19% $0.02 7 Vanguard Morningstar Small-Cap ETF VB $188.20B 0.03% $306.09 +1.37% $4.13 8 American Funds Investment Co of America Cl F-1 Shs AICFX · Mutual fund $184.18B 0.62% $70.70 +0.81% $0.57 9 Fidelity Contrafund K FCNKX · Mutual fund $183.84B 0.67% $27.30 +1.41% $0.38 10 American Funds Fundamental Invs F3 FUNFX · Mutual fund $181.21B 0.28% $104.80 +0.43% $0.45 11 New Perspective Fund - Class F-3 FNPFX · Mutual fund $175.48B 0.40% $76.49 +0.80% $0.61 12 Vanguard Information Technology ETF VGT $169.20B 0.09% $121.45 +1.55% $1.85 13 American Funds Capital World Gr&Inc F2 WGIFX · Mutual fund $157.74B 0.52% $83.01 +0.67% $0.55 14 First Eagle Core Plus Municipal Fund Class A FPMAX · Mutual fund $154.28B 0.67% $10.21 +0.10% $0.01 15 American Funds Washington Mutual A AWSHX · Mutual fund $152.68B 0.55% $69.57 +0.42% $0.29 16 American Funds Income Fund of Amer F3 FIFAX · Mutual fund $145.28B 0.26% $28.16 +0.46% $0.13 17 American Funds Europacific Growth R5E RERHX · Mutual fund $140.66B 0.62% $63.79 +0.97% $0.61 18 SPDR Gold Shares GLD $130.32B 0.40% $398.47 +2.26% $8.80 19 Vanguard Target Retirement 2035 Fund VTTHX · Mutual fund $129.30B 0.08% $30.17 +0.63% $0.19 20 American Funds Capital Income Builder RIRGX · Mutual fund $127.87B 0.26% $84.84 +0.53% $0.45 21 iShares Core S&P Mid-Cap ETF IJH $125.60B 0.05% $77.79 +1.36% $1.04 22 Vanguard Wellington Fund Admiral Shares VWENX · Mutual fund $123.40B 0.16% $82.36 +0.34% $0.28 23 JPMorgan Large Cap Growth Fund JLGMX · Mutual fund $121.79B 0.44% $89.47 +1.03% $0.91 24 Vanguard Target Retirement 2045 Fund VTIVX · Mutual fund $121.10B 0.08% $39.08 +0.72% $0.28 25 Vanguard Target Retirement 2040 Fund VFORX · Mutual fund $119.60B 0.08% $55.61 +0.67% $0.37 26 Dodge & Cox Stock Fund DOXGX · Mutual fund $118.33B 0.41% $18.34 +0.44% $0.08 27 Vanguard Target Retirement 2030 Fund VTHRX · Mutual fund $114.30B 0.08% $46.11 +0.57% $0.26 28 Dodge & Cox Income Fund - Class I DODIX · Mutual fund $110.47B 0.41% $12.57 +0.24% $0.03 29 Vanguard Target Retirement 2050 Fund VFIFX · Mutual fund $108.10B 0.08% $67.36 +0.78% $0.52 30 Schwab U.S. Dividend Equity ETF SCHD $105.69B 0.06% $33.90 +0.59% $0.20 31 Fidelity Blue Chip Growth Fund FBGRX · Mutual fund $104.93B 0.61% $312.77 +1.43% $4.41 32 Dodge & Cox International Stock Fund DODFX · Mutual fund $104.25B 0.62% $19.11 +0.42% $0.08 33 Fidelity Growth Company Fund - Class K FGCKX · Mutual fund $102.45B 0.62% $59.34 +1.56% $0.91 34 American Funds Bond Fund of Amer 529A CFAAX · Mutual fund $100.75B 0.61% $11.13 +0.18% $0.02 35 iShares 0-3 Month Treasury Bond ETF SGOV $100.33B 0.09% $100.48 +0.02% $0.02 36 iShares Core S&P Total U.S. Stock Market ETF ITOT $97.33B 0.03% $169.58 +0.74% $1.24 37 Vanguard PRIMECAP Fund Admiral Shares VPMAX · Mutual fund $96.10B 0.27% $232.29 +0.64% $1.47 38 American Funds AMCAP A AMCPX · Mutual fund $94.93B 0.64% $46.52 +0.76% $0.35 39 American Funds SMALLCAP World F1 SCWFX · Mutual fund $94.26B 1.07% $83.59 +0.97% $0.80 40 Strategic Advisers Fidelity Core Income Fund FIWGX · Mutual fund $91.67B 0.16% $9.08 +0.11% $0.01 41 American Funds New World F2 NFFFX · Mutual fund $90.71B 0.68% $107.06 +0.48% $0.51 42 Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares VWIUX · Mutual fund $89.80B 0.09% $13.63 +0.22% $0.03 43 Fidelity International Index FSPSX · Mutual fund $84.56B 0.03% $69.82 +1.07% $0.74 44 Franklin Income Fund FRIAX · Mutual fund $79.54B 0.46% $2.55 +0.39% $0.01 45 Short-Term Investment Trust - Invesco Government & Agency Portfolio AGPXX · Mutual fund $79.06B — $1.00 +0.00% $0.00 46 American Funds American Mutual Fund AMRFX · Mutual fund $78.61B 0.38% $66.34 +0.48% $0.32 47 Strategic Advisers Fidelity International Fund FUSIX · Mutual fund $76.41B 0.32% $16.90 +0.96% $0.16 48 Vanguard Target Retirement 2055 Fund VFFVX · Mutual fund $76.40B 0.08% $75.26 +0.78% $0.58 49 Vanguard Target Retirement 2025 Fund VTTVX · Mutual fund $75.80B 0.08% $21.44 +0.52% $0.11 50 Schwab U.S. Large-Cap ETF SCHX $74.26B 0.03% $30.52 +0.73% $0.22 51 First Eagle Global Fund SGENX · Mutual fund $73.69B 1.10% $89.94 +0.97% $0.86 52 Fidelity U.S. Bond Index Fund FXNAX · Mutual fund $69.03B 0.03% $10.32 +0.10% $0.01 53 VanEck Semiconductor ETF SMH $68.10B 0.35% $582.70 +1.96% $11.22 54 Vanguard Morningstar Small-Cap Value ETF VBR $67.80B 0.05% $249.90 +0.60% $1.49 55 Fidelity Balanced Fund FBALX · Mutual fund $66.31B 0.46% $35.75 +0.42% $0.15 56 Vanguard Equity Income Fund Admiral Shares VEIRX · Mutual fund $65.40B 0.17% $105.11 +0.45% $0.47 57 Vanguard Windsor II Fund Admiral Shares VWNAX · Mutual fund $64.70B 0.24% $94.40 +0.79% $0.74 58 Vanguard Balanced Index Fund VBINX · Mutual fund $63.85B 0.18% $55.25 +0.53% $0.29 59 Schwab U.S. Large-Cap Growth ETF SCHG $62.35B 0.04% $35.78 +1.02% $0.36 60 TIAA-CREF Equity Index Fund TIEIX · Mutual fund $61.99B 0.04% $53.65 +0.75% $0.40 61 Oakmark International Fund Investor Class OAKIX · Mutual fund $56.96B 1.06% $35.53 +0.74% $0.26 62 American Funds 2035 Target Date Retirement Fd Cl F-1 FAQTX · Mutual fund $56.63B 0.70% $22.46 +0.49% $0.11 63 Vanguard Short-Term Investment-Grade Fund Admiral Shares VFSUX · Mutual fund $55.50B 0.09% $10.35 +0.10% $0.01 64 Vanguard Institutional Target Retirement 2030 Fund Institutional Shares VTTWX · Mutual fund $55.45B — $28.83 −0.83% $0.24 — 65 Goldman Sachs GQG Partners International Opportunities Fund GSINX · Mutual fund $54.07B 0.89% $24.11 +0.75% $0.18 66 American Funds 2040 Target Date Retirement Fd Cl F-1 FAUTX · Mutual fund $54.05B 0.72% $25.17 +0.56% $0.14 67 JPMorgan Core Bond Fund WOBDX · Mutual fund $53.14B 0.45% $10.17 +0.20% $0.02 68 Fidelity Mid Cap Index FSMDX · Mutual fund $53.08B 0.03% $43.68 +1.23% $0.53 69 Putnam Large Cap Value Fund PEQSX · Mutual fund $52.71B — $45.65 +0.31% $0.14 70 American Funds 2030 Target Date Retirement Fd Cl F-1 FAETX · Mutual fund $52.20B 0.69% $19.81 +0.41% $0.08 71 Vanguard Short-Term Corporate Bond ETF VCSH $51.90B 0.03% $78.61 +0.17% $0.13 72 American Funds New Economy A ANEFX · Mutual fund $51.80B 0.72% $85.83 +0.63% $0.54 73 MFS Value A MEIAX · Mutual fund $51.01B 0.79% $55.77 +0.60% $0.33 74 Vanguard Intermediate-Term Treasury ETF VGIT $50.40B 0.03% $58.42 +0.19% $0.11 75 Vanguard Tax-Exempt Bond ETF VTEB $48.80B 0.03% $49.81 +0.28% $0.14 76 Columbia Dividend Income Fund CDDYX · Mutual fund $48.08B 0.54% $41.96 +0.31% $0.13 77 iShares Bitcoin Trust ETF IBIT $48.07B 0.25% $36.80 +0.85% $0.31 78 American Funds 2045 Trgt Date Retire A AAHTX · Mutual fund $47.92B 0.69% $26.68 +0.60% $0.16 79 Bridge Builder Core Plus Bond BBCPX · Mutual fund $47.84B 0.16% $8.74 +0.23% $0.02 80 Fidelity Large Cap Growth Idx FSPGX · Mutual fund $47.76B 0.03% $48.87 +0.95% $0.46 81 PIMCO Total Return A PTTAX · Mutual fund $47.51B 0.85% $8.65 +0.23% $0.02 82 Fidelity OTC K FOCKX · Mutual fund $47.45B 0.65% $31.65 +1.61% $0.50 83 Vanguard Institutional Target Retirement 2040 Fund Institutional Shares VIRSX · Mutual fund $47.41B — $30.89 −1.15% $0.36 — 84 iShares 7-10 Year Treasury Bond ETF IEF $47.31B 0.15% $93.17 +0.24% $0.22 85 Vanguard Target Retirement 2060 Fund VTTSX · Mutual fund $46.70B 0.08% $69.37 +0.78% $0.54 86 Baird Core Plus Bond Fund Investor Class BCOSX · Mutual fund $46.19B 0.55% $10.63 +0.19% $0.02 87 Vanguard U.S. Growth Fund Admiral Shares VWUAX · Mutual fund $45.60B 0.25% $201.77 +1.08% $2.15 88 MFS International Diversification Fund MDIZX · Mutual fund $44.74B 0.73% $31.68 +0.86% $0.27 89 Schwab U.S. Broad Market ETF SCHB $44.73B 0.03% $29.90 +0.78% $0.23 90 iShares Semiconductor ETF SOXX $44.69B 0.33% $543.27 +2.02% $10.75 91 JPMorgan Equity Income Fund OIEIX · Mutual fund $44.17B 0.95% $28.52 +0.56% $0.16 92 Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit SWTSX · Mutual fund $44.09B 0.03% $18.78 +0.75% $0.14 93 Vanguard International Growth Fund Admiral Shares VWILX · Mutual fund $44.00B 0.26% $124.62 +1.38% $1.70 94 Fidelity Extended Market Index Fund FSMAX · Mutual fund $43.48B 0.03% $119.57 +1.74% $2.05 95 iShares Core Dividend Growth ETF DGRO $43.45B 0.08% $79.47 +0.40% $0.32 96 Lord Abbett Short Duration Income F3 LOLDX · Mutual fund $43.45B 0.32% $3.84 +0.00% $0.00 97 Strategic Advisers Fidelity Em Mkts FGOMX · Mutual fund $43.37B 0.32% $18.79 +0.59% $0.11 98 CREF Growth Account - R3 QCGRIX · Mutual fund $43.28B — $632.19 −0.91% $5.78 99 iShares Core Universal USD Bond ETF IUSB $43.25B 0.06% $45.54 +0.20% $0.09 100 American Funds 2050 Target Date Retirement Fund RBHEX · Mutual fund $43.14B 1.16% $25.70 +0.59% $0.15 101 DFA International Core Equity Portfolio DFIEX · Mutual fund $42.60B 0.23% $23.12 +1.05% $0.24 102 MFS Growth Fund MFEIX · Mutual fund $41.76B 0.61% $208.53 +0.79% $1.64 103 DFA U.S. Core Equity 1 Portfolio DFEOX · Mutual fund $41.38B 0.15% $57.19 +0.56% $0.32 104 State Street SPDR Portfolio Developed World ex-US ETF SPDW $41.33B 0.03% $51.65 +1.06% $0.54 105 iShares U.S. Equity Factor Rotation Active ETF DYNF $39.93B 0.26% $69.99 +0.65% $0.45 106 Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares VFIDX · Mutual fund $39.30B 0.09% $8.66 +0.23% $0.02 107 iShares MBS ETF MBB $38.93B 0.04% $93.27 +0.28% $0.26 108 DFA U.S. Core Equity 2 Portfolio DFQTX · Mutual fund $38.77B 0.19% $51.09 +0.57% $0.29 109 Capital Group Dividend Value ETF CGDV $38.76B 0.33% $51.30 +0.55% $0.28 110 Fidelity Freedom 2040 K6 FHTKX · Mutual fund $37.52B 0.43% $14.62 +0.69% $0.10 111 Invesco Developing Markets Fund Class R6 ODVIX · Mutual fund $37.16B — $40.26 +0.42% $0.17 112 DFA Emerging Markets Core Equity Portfolio DFCEX · Mutual fund $36.43B 0.39% $33.93 +0.65% $0.22 113 Vanguard Target Retirement Income Fund VTINX · Mutual fund $36.00B 0.08% $14.40 +0.35% $0.05 114 Fidelity Freedom 2030 Fund FFFEX · Mutual fund $35.49B 0.61% $20.93 +0.53% $0.11 115 Vanguard Limited-Term Tax-Exempt Fund Admiral Shares VMLUX · Mutual fund $35.40B 0.09% $10.93 +0.09% $0.01 116 Fidelity Freedom 2035 K6 FWTKX · Mutual fund $35.39B 0.39% $19.07 +0.58% $0.11 117 Fidelity Freedom Index 2040 Fund - Investor Class FBIFX · Mutual fund $34.88B 0.12% $32.23 +0.69% $0.22 118 Vanguard Morningstar Mid-Cap Growth ETF VOT $34.80B 0.05% $306.28 +1.41% $4.25 119 Fidelity Select Semiconductors Portfolio FSELX · Mutual fund $34.77B 0.62% $63.91 +2.27% $1.42 120 Fidelity Small Cap Index Fund FSSNX · Mutual fund $34.75B 0.03% $38.03 +1.09% $0.41 121 JPMorgan U.S. Equity Fund JUSRX · Mutual fund $34.21B 0.54% $29.01 +0.62% $0.18 122 Vanguard Target Retirement 2020 Fund VTWNX · Mutual fund $34.20B 0.08% $28.95 +0.42% $0.12 123 Fidelity Puritan Fund FPURX · Mutual fund $34.20B 0.47% $28.62 +0.70% $0.20 124 Fidelity Freedom Index 2035 Fund - Investor Class FIHFX · Mutual fund $33.38B 0.12% $29.13 +0.59% $0.17 125 Vanguard Morningstar Mega Cap Growth ETF MGK $33.30B 0.05% $90.79 +0.87% $0.78 126 American Funds Global Balanced Fd Cl F-1 GBLEX · Mutual fund $33.15B 0.85% $43.46 +0.39% $0.17 127 iShares iBoxx $ Investment Grade Corporate Bond ETF LQD $33.05B 0.14% $106.55 +0.18% $0.19 128 Vanguard Capital Opportunity Fund Admiral Shares VHCAX · Mutual fund $32.70B 0.32% $272.45 +0.80% $2.15 129 Fidelity Freedom Index 2045 Fund - Investor Class FIOFX · Mutual fund $32.63B 0.12% $34.99 +0.78% $0.27 130 Guggenheim Total Return Bond Fund GIBRX · Mutual fund $32.21B 0.42% $23.48 +0.17% $0.04 131 Franklin DynaTech Fund FDTRX · Mutual fund $32.20B 0.44% $219.14 +1.31% $2.83 132 iShares Core S&P U.S. Growth ETF IUSG $32.12B 0.04% $194.19 +0.71% $1.36 133 Fidelity Freedom Index 2050 Fund - Investor Class FIPFX · Mutual fund $32.02B 0.12% $35.22 +0.77% $0.27 134 American Funds 2055 Target Date Retirement Fd Cl F-1 FAJTX · Mutual fund $31.85B 0.74% $33.12 +0.64% $0.21 135 American Funds 2025 Trgt Date Ret Inc F1 FAPTX · Mutual fund $30.97B 0.67% $16.91 +0.36% $0.06 136 DFA U.S. Large Cap Value Portfolio (The) DFLVX · Mutual fund $30.83B 0.32% $68.03 +0.38% $0.26 137 Janus Henderson Research Fund JRAIX · Mutual fund $30.77B 0.81% $96.75 +0.92% $0.88 138 Cliffwater Corporate Lending Fund CCLFX · Mutual fund $30.58B — $10.31 +0.00% $0.00 139 DoubleLine Total Return Bond Fund Class I DBLTX · Mutual fund $30.54B 0.50% $8.66 +0.12% $0.01 140 Bridge Builder Large Cap Growth BBGLX · Mutual fund $30.25B 0.19% $27.97 +0.72% $0.20 141 Columbia Seligman Technology and Information Fund Class I CCIZX · Mutual fund $29.93B 0.91% $293.29 +1.20% $3.48 142 Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares VTCLX · Mutual fund $29.90B 0.05% $398.89 +0.71% $2.83 143 iShares Silver Trust SLV $29.80B 0.50% $57.50 +2.95% $1.65 144 Janus Henderson AAA CLO ETF JAAA $29.71B 0.20% $50.56 +0.06% $0.03 145 Fidelity Freedom 2045 Fund FFFGX · Mutual fund $29.18B 0.68% $17.76 +0.74% $0.13 146 Bridge Builder Large Cap Value Fund BBVLX · Mutual fund $29.01B 0.23% $20.07 +0.55% $0.11 147 Fidelity Advisor New Insights M FNITX · Mutual fund $28.92B 1.32% $47.12 +1.09% $0.51 148 MFS International Equity R6 MIEIX · Mutual fund $28.81B 0.64% $44.82 +0.81% $0.36 149 American Funds Int Bond Fd of America Cl F-1 Shs IBFFX · Mutual fund $28.70B 0.68% $12.47 +0.24% $0.03 150 Janus Henderson Balanced Fund - T Shares JABAX · Mutual fund $28.61B 0.82% $50.84 +0.28% $0.14 
