Market Value275,969,000
Total Holdings89
File Date2022-01-28
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
NLY / Annaly Capital Management, Inc.
OLO / Olo Inc.
UNP / Union Pacific Corporation
RBA / RB Global, Inc.
AL / Air Lease Corporation
BIO / Bio-Rad Laboratories, Inc.
SNPS / Synopsys, Inc.
CALM / Cal-Maine Foods, Inc.
EQL / ALPS ETF Trust - ALPS Equal Sector Weight ETF
SO / The Southern Company
SNY / Sanofi - Depositary Receipt (Common Stock)
BFLY / Butterfly Network, Inc.
VZ / Verizon Communications Inc.
OTEX / Open Text Corporation
YUMC / Yum China Holdings, Inc.
RY.PRT / Royal Bank of Canada, 6.75% Dep Shares Fixed/Float Non-cum Preferred Shares C-2
SF / Stifel Financial Corp.
GS.PRJ / Goldman Sachs Group, 5.50% Dep Shares Fixd/Float Non-Cumul Preferred Stock Ser J
GIS / General Mills, Inc.
BIIB / Biogen Inc.
WDC / Western Digital Corporation
POR / Portland General Electric Company
FLEX / Flex Ltd.
QCOM / QUALCOMM Incorporated
DVN / Devon Energy Corporation
BXMT / Blackstone Mortgage Trust, Inc.
UNH / UnitedHealth Group Incorporated
SPB / Spectrum Brands Holdings, Inc.
C / Citigroup Inc.
CAC / Camden National Corporation
CRM / Salesforce, Inc.
SLB / Schlumberger Limited
MO / Altria Group, Inc.
MLAB / Mesa Laboratories, Inc.
AXTA / Axalta Coating Systems Ltd.
MAX / MediaAlpha, Inc.
SPLK / Splunk Inc.
MKL / Markel Group Inc.
HEI / HEICO Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
AAL / American Airlines Group Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
PFE / Pfizer Inc.
BPOP / Popular, Inc.
HUM / Humana Inc.
RJF / Raymond James Financial, Inc.
INTC / Intel Corporation
CHRW / C.H. Robinson Worldwide, Inc.
IRM / Iron Mountain Incorporated
PAC / Grupo Aeroportuario del Pacífico, S.A.B. de C.V. - Depositary Receipt (Common Stock)
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
SHOP / Shopify Inc.
TGT / Target Corporation
PANW / Palo Alto Networks, Inc.
CRI / Carter's, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
AMJ / JPMorgan Alerian MLP Index ETN - Corporate Bond/Note
DOV / Dover Corporation
APTV / Aptiv PLC
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
NXPI / NXP Semiconductors N.V.
SPSC / SPS Commerce, Inc.
CVX / Chevron Corporation
REZI / Resideo Technologies, Inc.
ALGN / Align Technology, Inc.
SLM / SLM Corporation
HLT / Hilton Worldwide Holdings Inc.
ZBH / Zimmer Biomet Holdings, Inc.
CSCO / Cisco Systems, Inc.
ASGN / ASGN Incorporated
GD / General Dynamics Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
ICLR / ICON Public Limited Company
LYV / Live Nation Entertainment, Inc.
TPR / Tapestry, Inc.
NEE.PRN / NextEra Energy Capital Holdings, Inc. - Corporate Bond/Note
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
AZPN / Aspen Technology, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
GOOGL / Alphabet Inc.
FISV / Fiserv, Inc.
NTAP / NetApp, Inc.
TRIP / Tripadvisor, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
ORLY / O'Reilly Automotive, Inc.
DIS / The Walt Disney Company
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
BMY / Bristol-Myers Squibb Company
AVLR / Avalara Inc
WMT / Walmart Inc.
CCK / Crown Holdings, Inc.
AMGN / Amgen Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
FOXF / Fox Factory Holding Corp.
NVS / Novartis AG - Depositary Receipt (Common Stock)
CRH / CRH plc
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
EEMA / iShares, Inc. - iShares MSCI Emerging Markets Asia ETF
VSBIX / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury Index Fund Institutional Shares
WM / Waste Management, Inc.
BYND / Beyond Meat, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
AMZN / Amazon.com, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
BRK.B / Berkshire Hathaway Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
SPY / SPDR S&P 500 ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
MDY / SPDR S&P MidCap 400 ETF Trust
PFF / iShares Trust - iShares Preferred and Income Securities ETF
AAPL / Apple Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
JNJ / Johnson & Johnson
DVY / iShares Trust - iShares Select Dividend ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ARW / Arrow Electronics, Inc.
NRG / NRG Energy, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
DHR / Danaher Corporation
SWKS / Skyworks Solutions, Inc.
LUMN / Lumen Technologies, Inc.
GE / General Electric Company
MGP / MGM Growth Properties LLC - Class A
PM / Philip Morris International Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
NSC / Norfolk Southern Corporation
MTCH / Match Group, Inc.
TJX / The TJX Companies, Inc.
XYL / Xylem Inc.
EXPE / Expedia Group, Inc.
IBMJ / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2021 Term Muni Bond ETF
IBDM / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2021 Term Corporate ETF
LH / Labcorp Holdings Inc.
BL / BlackLine, Inc.
DE / Deere & Company
IXC / iShares Trust - iShares Global Energy ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
AWK / American Water Works Company, Inc.
FXI / iShares Trust - iShares China Large-Cap ETF
TRTX / TPG RE Finance Trust, Inc.
ICVT / iShares Trust - iShares Convertible Bond ETF
RYAN / Ryan Specialty Holdings, Inc.
MCD / McDonald's Corporation
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
DOW / Dow Inc.
JHI / John Hancock Investors Trust
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
MDLZ / Mondelez International, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
MTB / M&T Bank Corporation
SJM / The J. M. Smucker Company
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
ALL / The Allstate Corporation
CNBS / Amplify ETF Trust - Amplify Seymour Cannabis ETF
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
ZETA / Zeta Global Holdings Corp.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IBKR / Interactive Brokers Group, Inc.
CG / The Carlyle Group Inc.
DBC / Invesco DB Commodity Index Tracking Fund
USPH / U.S. Physical Therapy, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
OPRT / Oportun Financial Corporation
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
IPG / The Interpublic Group of Companies, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
WPP / WPP plc - Depositary Receipt (Common Stock)
CTVA / Corteva, Inc.
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
LOW / Lowe's Companies, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
NCNO / nCino, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
IAC / IAC Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
CMF / iShares Trust - iShares California Muni Bond ETF
ZG / Zillow Group, Inc.
KR / The Kroger Co.
WU / The Western Union Company
VTRS / Viatris Inc.
WST / West Pharmaceutical Services, Inc.
SIRI / Sirius XM Holdings Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
NRCIA / National Research Corp.
JHS / John Hancock Income Securities Trust
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
ALE / ALLETE, Inc.
SSB / SouthState Corporation
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
OFLX / Omega Flex, Inc.
MBB / iShares Trust - iShares MBS ETF
GMG / Goodman Group - Debt/Equity Composite Units
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
HFC / HollyFrontier Corp
ATHM / Autohome Inc. - Depositary Receipt (Common Stock)
LOGI / Logitech International S.A.
MUB / iShares Trust - iShares National Muni Bond ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
EWC / iShares, Inc. - iShares MSCI Canada ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
UGI / UGI Corporation
GNTX / Gentex Corporation
AVNS / Avanos Medical, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
GO / Grocery Outlet Holding Corp.
NMZ / Nuveen Municipal High Income Opportunity Fund
FLT / Corpay, Inc.
IQV / IQVIA Holdings Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
NWSA / News Corporation
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
HEP / Holly Energy Partners L.P. - Unit
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
IYF / iShares Trust - iShares U.S. Financials ETF
MPWR / Monolithic Power Systems, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
MSP / Datto Holding Corp
MSGE / Madison Square Garden Entertainment Corp.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ACWI / iShares Trust - iShares MSCI ACWI ETF
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
IGOV / iShares Trust - iShares International Treasury Bond ETF
IBUY / Amplify ETF Trust - Amplify Online Retail ETF
TRN / Trinity Industries, Inc.
DFS / Discover Financial Services
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
CRTO / Criteo S.A. - Depositary Receipt (Common Stock)
FDS / FactSet Research Systems Inc.
ILF / iShares Trust - iShares Latin America 40 ETF
MA / Mastercard Incorporated
NCR / NCR Corp.
MSCI / MSCI Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
KKR / KKR & Co. Inc.
RS / Reliance, Inc.
DFE / WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
GSHD / Goosehead Insurance, Inc
NMT / Nuveen Massachusetts Quality Municipal Income Fund
FE / FirstEnergy Corp.
IBHA / iShares Trust - iShares iBonds 2021 Term High Yield and Income ETF
CNX / CNX Resources Corporation
OKTA / Okta, Inc.
OLLI / Ollie's Bargain Outlet Holdings, Inc.
IGHG / ProShares Trust - ProShares Investment Grade - Interest Rate Hedged
CMCSA / Comcast Corporation
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
EFV / iShares Trust - iShares MSCI EAFE Value ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
QRTEA / Qurate Retail Inc - Series A
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
BNS / The Bank of Nova Scotia
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
LBRDK / Liberty Broadband Corporation
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
FNF / Fidelity National Financial, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
AAON / AAON, Inc.
CVS / CVS Health Corporation
CHEF / The Chefs' Warehouse, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
DCT / Duck Creek Technologies Inc
NKE / NIKE, Inc.
JPM / JPMorgan Chase & Co.
CAT / Caterpillar Inc.
PSMT / PriceSmart, Inc.
SYF / Synchrony Financial
V / Visa Inc.
HON / Honeywell International Inc.
TMO / Thermo Fisher Scientific Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
ATVI / Activision Blizzard Inc
MKTX / MarketAxess Holdings Inc.
NFLX / Netflix, Inc.
GPN / Global Payments Inc.
SLV / iShares Silver Trust
TREX / Trex Company, Inc.
RDN / Radian Group Inc.
AN / AutoNation, Inc.
PEP / PepsiCo, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
NOW / ServiceNow, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IBB / iShares Trust - iShares Biotechnology ETF
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
MCK / McKesson Corporation
WHR / Whirlpool Corporation
LNC / Lincoln National Corporation
ORCL / Oracle Corporation
MGA / Magna International Inc.
AXP / American Express Company
AMAT / Applied Materials, Inc.
KMB / Kimberly-Clark Corporation
SEDG / SolarEdge Technologies, Inc.
MRNA / Moderna, Inc.
MS / Morgan Stanley
ASMLF / ASML Holding N.V.
CB / Chubb Limited
CREE / Cree, Inc.
CDNS / Cadence Design Systems, Inc.
CMA / Comerica Incorporated
CFIN / Citizens Financial Corporation
ABBV / AbbVie Inc.
LULU / lululemon athletica inc.
BILL / BILL Holdings, Inc.
SCI / Service Corporation International
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
GILD / Gilead Sciences, Inc.
AIG / American International Group, Inc.
J / Jacobs Solutions Inc.
LBRDA / Liberty Broadband Corporation
DOW / Dow Inc.
IYE / iShares Trust - iShares U.S. Energy ETF
NYF / iShares Trust - iShares New York Muni Bond ETF
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
CBRE / CBRE Group, Inc.
FAF / First American Financial Corporation
ZEN / Zendesk Inc
OC / Owens Corning
REGN / Regeneron Pharmaceuticals, Inc.
LIN / Linde plc
CDW / CDW Corporation
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
HSY / The Hershey Company
CHE / Chemed Corporation
COF / Capital One Financial Corporation
EXR / Extra Space Storage Inc.
T / AT&T Inc.
MORN / Morningstar, Inc.
VMEO / Vimeo, Inc.
MHK / Mohawk Industries, Inc.
KHC / The Kraft Heinz Company
ALC / Alcon Inc.
EEFT / Euronet Worldwide, Inc.
CLB / Core Laboratories Inc.
LPLA / LPL Financial Holdings Inc.
PYPL / PayPal Holdings, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
IBMK / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Muni Bond ETF
ESGR / Enstar Group Limited
KMX / CarMax, Inc.
NTCO / Natura &Co Holding S.A. - Depositary Receipt (Common Stock)
MSGS / Madison Square Garden Sports Corp.
AMCR / Amcor plc
CNC / Centene Corporation
VRTX / Vertex Pharmaceuticals Incorporated
ADP / Automatic Data Processing, Inc.
ODFL / Old Dominion Freight Line, Inc.
BKNG / Booking Holdings Inc.
CBRL / Cracker Barrel Old Country Store, Inc.
ST / Sensata Technologies Holding plc
NVEC / NVE Corporation
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
EBAY / eBay Inc.
META / Meta Platforms, Inc.
HD / The Home Depot, Inc.
SQ / Block, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
MFA / MFA Financial, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
NVDA / NVIDIA Corporation
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
COST / Costco Wholesale Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IBDN / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Corporate ETF
SBUX / Starbucks Corporation
IDV / iShares Trust - iShares International Select Dividend ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
BAC / Bank of America Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
EFA / iShares Trust - iShares MSCI EAFE ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
IBML / iShares Trust - iShares iBonds Dec 2023 Term Muni Bond ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
QSI / Quantum-Si incorporated
NWSA / News Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
PG / The Procter & Gamble Company
ED / Consolidated Edison, Inc.
LRCX / Lam Research Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
AVGO / Broadcom Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
GLD / SPDR Gold Trust
IAU / iShares Gold Trust
IWR / iShares Trust - iShares Russell Mid-Cap ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
XOM / Exxon Mobil Corporation
MSFT / Microsoft Corporation
QQQ / Invesco QQQ Trust, Series 1
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IWM / iShares Trust - iShares Russell 2000 ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF