Funds

Dimensional Investment Group Inc · 13 holdings · as of July 31, 2026 · Dfa Us Core Equity 2 Portfolio · Dfa Selectively Hedged Global Fixed Income Portfolio · International Core Equity 2 Portfolio

Jpmorgan Trust I · 268 holdings · as of June 30, 2026 · Nvidia Corp. · Apple, Inc. · Amazon.com, Inc.

Capital Group Equity ETF Trust I · 124 holdings · as of August 31, 2026 · Doordash Inc · Renaissancere Holdings Ltd · Us Foods Holding Corp

Goldman Sachs Trust · 44 holdings · as of July 31, 2026 · Hsbc Holdings PLC · Sumitomo Mitsui Financial Group Inc · Ing Groep Nv

Aim Tax-exempt Funds (invesco Tax-exempt Funds) · 548 holdings · as of August 31, 2026 · New York (city Of), Ny Transitional Finance Authority · University Of Puerto Rico · New York (state Of) Thruway Authority

Pacific Funds Series Trust · 140 holdings · as of March 31, 2023 · Blackrock Liquidity Funds T-fund Portfolio · Hub International Ltd · Epicor Software Corporation

Hartford Mutual Funds Ii, Inc · 489 holdings · as of July 31, 2026 · Taiwan Semiconductor Manufacturing Co Ltd · Samsung Electronics Co Ltd · Hsbc Holdings PLC

Baird Funds Inc · 2168 holdings · as of June 30, 2026 · Us Treasury N/b · Public Fin Auth Wi Revenue · California St Muni Fin Auth Re

Prudential Investment Portfolios 9 · 1100 holdings · as of July 31, 2026 · Pgim ETF Trust · Prudential Government Money Market Fund Inc. · United States Of America - Bureau Of The Public Debt

Advanced Series Trust · 215 holdings · as of June 30, 2026 · Advanced Series Trust · J.p. Morgan Exchange-traded Fund Trust · Prudential Investment Portfolios 2

Fidelity Select Portfolios · 35 holdings · as of August 31, 2026 · Ge Aerospace · Rtx Corp · Boeing Co

Global X Funds · 29 holdings · as of August 31, 2026 · The Williams Companies, Inc. · Tc Energy Corporation · Enbridge Inc.

Fidelity Securities Fund · 135 holdings · as of July 31, 2026 · Nvidia Corp · Apple Inc · Alphabet Inc

Pfs Funds · 4 holdings · as of June 30, 2026 · Ishares Trust · State Street Institutional Investment Trust · Bondbloxx ETF Trust

Jpmorgan Trust I · 24 holdings · as of June 30, 2026 · Jpmorgan Core Plus Bond Fund · Jpmorgan International Research Enhanced Equity ETF · Jpmorgan Value Advantage Fund

Pacer Funds Trust · 200 holdings · as of July 31, 2026 · Mount Vernon Liquid Assets Portfolio, LLC · Tenet Healthcare Corp · Expedia Group Inc

Harbor ETF Trust · 32 holdings · as of July 31, 2026 · United States Treasury · Macquarie Bank Ltd. · Goldman Sachs & Co. LLC

Variable Insurance Products Fund V · 4593 holdings · as of June 30, 2026 · Ust Notes · United States Treasury Bond · Fnma/fhlg Tba Issuer

American Funds Tax Exempt Series Ii / Ca · 1850 holdings · as of July 31, 2026 · California Community Choice Financing Authority · California Housing Finance Agency · California Statewide Cmntys Dev Auth

Ishares, Inc. · 321 holdings · as of August 31, 2026 · Blackrock Funds Iii: Blackrock Cash Funds: Institutional; Sl Agency Shares · King Slide Works Co.,ltd · Samsung Electro-mechanics Co.,ltd

State Street Institutional Investment Trust · 8 holdings · as of June 30, 2026 · State Street Equity 500 Index Ii Portfolio · State Street Global All Cap Equity Ex-u.s. Index Portfolio · State Street Aggregate Bond Index Portfolio

Schwab Annuity Portfolios · 504 holdings · as of June 30, 2026 · Nvidia Corp · Apple Inc · Microsoft Corp

Sei Institutional Managed Trust · 3149 holdings · as of June 30, 2026 · Goldman, Sachs & Co. · United States Of America · Hsbc

Ishares Trust · 9 holdings · as of July 31, 2026 · Ishares Core S&P 500 ETF · Ishares Core Universal Usd Bond ETF · Ishares Core Msci International Developed Mkt ETF