ETFs & Mutual Funds Holding LPLA

ETFs & Mutual Funds Holding LPLA
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1103
Total Funds
ICFSX
Highest: 5.7%
VSTSX
Lowest ER: 0.01%
0.67%
Avg Weight

Funds 401-800 of 1103 with LPLA

Fund Weight
LCLG
Logan Capital Broad Innovative Growth ETF
ProView
AVMV
Avantis US Mid Cap Value ETF
ProView
CMDDX
American Funds US Small & Mid Cap Equity Fund Class 529-A
ProView
CMDHX
American Funds US Small & Mid Cap Equity Fund Class 529-C
ProView
CMDJX
American Funds US Small & Mid Cap Equity Fund Class 529-E
ProView
CMDLX
American Funds US Small & Mid Cap Equity Fund Class 529-F-1
ProView
CMDNX
American Funds US Small & Mid Cap Equity Fund Class 529-F-2
ProView
CMDOX
American Funds US Small & Mid Cap Equity Fund Class 529-F-3
ProView
RMDDX
American Funds US Small & Mid Cap Equity Fund Class R1
ProView
RMDGX
American Funds US Small & Mid Cap Equity Fund Class R2E
ProView
RMDEX
American Funds US Small & Mid Cap Equity Fund Class R2
ProView
RMDHX
American Funds US Small & Mid Cap Equity Fund Class R3
ProView
RMDJX
American Funds US Small & Mid Cap Equity Fund Class R4
ProView
RMDLX
American Funds US Small & Mid Cap Equity Fund Class R5
ProView
RMDKX
American Funds US Small & Mid Cap Equity Fund Class R5E
ProView
RMDMX
American Funds US Small & Mid Cap Equity Fund Class R6
ProView
SMDEX
American Funds US Small & Mid Cap Equity Fund Class A
ProView
SMDGX
American Funds US Small & Mid Cap Equity Fund Class C
ProView
SMDJX
American Funds US Small & Mid Cap Equity Fund Class F1
ProView
SMDKX
American Funds US Small & Mid Cap Equity Fund Class F2
ProView
SMDNX
American Funds US Small & Mid Cap Equity Fund Class F3
ProView
MMID
MFS Active Mid Cap ETF
ProView
PORIX
Trillium ESG Global Equity Fund Institutional Class
ProView
PORTX
Trillium ESG Global Equity Fund Investor Class
ProView
VMGIX
Vanguard Morningstar Mid-Cap Growth Index Fund Investor Class
ProView
VMGMX
Vanguard Morningstar Mid-Cap Growth Index Fund Admiral Class
ProView
MAGA
Truth Social America First ETF
ProView
MEIAX
MFS Value Fund Class A
ProView
MEICX
MFS Value Fund Class C
ProView
MEIGX
MFS Value Fund Class R1
ProView
MEIHX
MFS Value Fund Class R3
ProView
MEIIX
MFS Value Fund Class I
ProView
MEIJX
MFS Value Fund Class R4
ProView
MEIKX
MFS Value Fund Class R6
ProView
MFEBX
MFS Value Fund Class B
ProView
MIMSX
BNY Mellon Mid Cap Multi-Strategy Fund Investor Shares
ProView
MPMCX
BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
ProView
MVRRX
MFS Value Fund Class R2
ProView
PRISX
T. Rowe Price Financial Services Fund Investor Class
ProView
TFIFX
T. Rowe Price Financial Services Fund Class I
ProView
DODWX
Dodge & Cox Global Stock Fund
ProView
DOXWX
Dodge & Cox Global Stock Fund Class X
ProView
MEGRX
MFS Growth Fund Class R2
ProView
MEGBX
MFS Growth Fund Class B
ProView
MFECX
MFS Growth Fund Class C
ProView
MFEHX
MFS Growth Fund Class R3
ProView
MFEIX
MFS Growth Fund Class I
ProView
MFEJX
MFS Growth Fund Class R4
ProView
MFEKX
MFS Growth Fund Class R6
ProView
MFELX
MFS Growth Fund Class R1
ProView
MFEGX
MFS Growth Fund Class A
ProView
MFSV
MFS Active Value ETF
ProView
JMNAX
JPMorgan Research Market Neutral Fund Class A
ProView
JMNCX
JPMorgan Research Market Neutral Fund Class C
ProView
JMNSX
JPMorgan Research Market Neutral Fund Class I
ProView
HRSCX
Carillon Eagle Small Cap Growth Fund Class A
ProView
HSCCX
Carillon Eagle Small Cap Growth Fund Class C
ProView
HSIIX
Carillon Eagle Small Cap Growth Fund Class I
ProView
HSRUX
Carillon Eagle Small Cap Growth Fund Class R-6
ProView
AMOMX
AQR Large Cap Momentum Style Fund Class I
ProView
AMONX
AQR Large Cap Momentum Style Fund Class N
ProView
QMORX
AQR Large Cap Momentum Style Fund Class R6
ProView
CRTSX
Catholic Responsible Investments Multi Style US Equity Fund Class Institutional
ProView
CRTVX
Catholic Responsible Investments Multi Style US Equity Fund Class Investor
ProView
HLGEX
JPMorgan Mid Cap Growth Fund Class I
ProView
JMGFX
JPMorgan Mid Cap Growth Fund Class R5
ProView
JMGMX
JPMorgan Mid Cap Growth Fund Class R6
ProView
JMGPX
JPMorgan Mid Cap Growth Fund Class R3
ProView
JMGZX
JPMorgan Mid Cap Growth Fund Class R2
ProView
JMGQX
JPMorgan Mid Cap Growth Fund Class R4
ProView
OMGCX
JPMorgan Mid Cap Growth Fund Class C
ProView
OSGIX
JPMorgan Mid Cap Growth Fund Class A
ProView
BBTSX
Bridge Builder Tax Managed Small/Mid Cap Fund
ProView
BPGIX
Boston Partners Global Equity Fund Institutional Class
ProView
CIPIX
Champlain Mid Cap Fund Insti Cl
ProView
CIPMX
Champlain Mid Cap Fund
ProView
BPRGX
Boston Partners Global Equity Fund Class R6
ProView
BBVSX
Bridge Builder Small/Mid Cap Value Fund
ProView
TRMNX
T Rowe Price Mid-Cap Index Fund
ProView
TRMSX
T Rowe Price Mid-Cap Index Fund Institutional Class
ProView
TRSZX
T Rowe Price Mid-Cap Index Fund Class Z
ProView
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
ProView
FCMVX
Fidelity Mid Cap Value K6 Fund Class K6
ProView
FIDFX
Fidelity Advisor Mid Cap Value Fund Class Z
ProView
FMPAX
Fidelity Advisor Mid Cap Value Fund Class A
ProView
FMPEX
Fidelity Advisor Mid Cap Value Fund Class C
ProView
FMPOX
Fidelity Advisor Mid Cap Value Fund Class I
ProView
FMPTX
Fidelity Advisor Mid Cap Value Fund Class M
ProView
FSMVX
Fidelity Advisor Mid Cap Value Fund
ProView
RYFAX
Rydex Financial Services Fund Class H
ProView
RYFIX
Rydex Financial Services Fund Investor Class
ProView
RYFCX
Rydex Financial Services Fund Class C
ProView
RYFNX
Rydex Financial Services Fund Class A
ProView
RKSG
Ruk Strategic Growth ETF
ProView
BARAX
Baron Asset Fund Retail Class
ProView
BARIX
Baron Asset Fund Inst Shs
ProView
BARUX
Baron Asset Fund R6 Shares
ProView
EALCX
Eaton Vance Growth Fund Class A
ProView
ECLCX
Eaton Vance Growth Fund Class C
ProView
ELCRX
Eaton Vance Growth Fund Class R
ProView
ELCIX
Eaton Vance Growth Fund Class I
ProView
FEMG
Fidelity Enhanced Mid Cap Growth ETF
ProView
VOT
Vanguard Morningstar Mid-Cap Growth ETF
ProView
DODBX
Dodge & Cox Balanced Fund
ProView
DOXBX
Dodge & Cox Balanced Fund Class X
ProView
NUMV
Nuveen ESG Mid-Cap Value ETF
ProView
EOS
Eaton Vance Enhanced Equity Income Fund II
ProView
AABPX
American Beacon Balanced Fund Investor Class
ProView
AADBX
American Beacon Balanced Fund Class R5
ProView
ABCCX
American Beacon Balanced Fund C Class
ProView
ABFAX
American Beacon Balanced Fund A Class
ProView
ABLSX
American Beacon Balanced Fund Advisor Class
ProView
ACBYX
American Beacon Balanced Fund Y Class
ProView
TFNS
T. Rowe Price Financials ETF
ProView
FAGKX
Fidelity Growth Strategies Fund Class K
ProView
FDEGX
Fidelity Growth Strategies Fund
ProView
FGSFX
Fidelity Growth Strategies Fund Class A
ProView
FGSGX
Fidelity Growth Strategies Fund Class M
ProView
FGSHX
Fidelity Growth Strategies Fund Class C
ProView
FGSJX
Fidelity Growth Strategies Fund Class I
ProView
FGSLX
Fidelity Growth Strategies Fund Class Z
ProView
FSKGX
Fidelity Growth Strategies K6 Fund Class K6
ProView
GETGX
Victory Sycamore Established Value Fund Class R
ProView
VETAX
Victory Sycamore Established Value Fund Class A
ProView
VEVCX
Victory Sycamore Established Value Fund Class C
ProView
VEVIX
Victory Sycamore Established Value Fund Class I
ProView
VEVYX
Victory Sycamore Established Value Fund Class Y
ProView
VEVRX
Victory Sycamore Established Value Fund Class R6
ProView
GVEZX
GuideStone Funds Value Equity Fund Investor Class
ProView
GVEYX
GuideStone Funds Value Equity Fund Institutional Class
ProView
GOFFX
Invesco Global Opportunities Fund Class R5
ProView
OGICX
Invesco Global Opportunities Fund Class C
ProView
OGIIX
Invesco Global Opportunities Fund Class R6
ProView
OGINX
Invesco Global Opportunities Fund Class R
ProView
OGIYX
Invesco Global Opportunities Fund Class Y
ProView
OPGIX
Invesco Global Opportunities Fund Class A
ProView
JAGRX
Janus Henderson Research Portfolio - Institutional Shares
ProView
JAMRX
Janus Henderson Research Fund Class T
ProView
JNRFX
Janus Henderson Research Fund Class D
ProView
JRACX
Janus Henderson Research Fund Class C
ProView
JRAAX
Janus Henderson Research Fund Class A
ProView
JRAIX
Janus Henderson Research Fund Class I
ProView
JRASX
Janus Henderson Research Fund Class S
ProView
JRANX
Janus Henderson Research Fund Class N
ProView
JRARX
Janus Henderson Research Fund Class R
ProView
FXO
First Trust Financials AlphaDEX Fund
ProView
ALCEX
Avantis US Large Cap Value Fund Class G
ProView
AVLVX
Avantis US Large Cap Value Fund Class Institutional
ProView
NAINX
Virtus Tactical Allocation Fund Class A
ProView
POICX
Virtus Tactical Allocation Fund Class C
ProView
VTAIX
Virtus Tactical Allocation Fund Class I
ProView
VTARX
Virtus Tactical Allocation Fund Class R6
ProView
IYF
iShares US Financials ETF
ProView
PWGIX
Impax US Sustainable Economy Fund Institutional Class
ProView
PXGAX
Impax US Sustainable Economy Fund Class A
ProView
PXWGX
Impax US Sustainable Economy Fund Investor Class
ProView
VEMPX
Vanguard Extended Market Index Fund Institutional Plus Class
ProView
VEXAX
Vanguard Extended Market Index Fund Admiral Shs
ProView
VEXMX
Vanguard Extended Market Index Fund Investor Class
ProView
VIEIX
Vanguard Extended Market Index Fund Institutional
ProView
CBAIX
Calvert Balanced Fund Class I
ProView
CBARX
Calvert Balanced Fund Class R6
ProView
CSGCX
Calvert Balanced Fund Class C
ProView
CSIFX
Calvert Balanced Fund Class A
ProView
MSCGX
Mercer US Small/Mid Cap Equity Fund Class Y3
ProView
MSCQX
Mercer US Small/Mid Cap Equity Fund Class I
ProView
IYG
iShares US Financial Services ETF
ProView
FDMLX
Fidelity Series Intrinsic Opportunities Fund
ProView
AVLV
Avantis US Large Cap Value ETF
ProView
PEXMX
T. Rowe Price Extended Equity Market Index Fund
ProView
TPLC
Timothy Plan US Large/Mid Cap Core ETF
ProView
SSMHX
State Street Small/Mid Cap Equity Index Portfolio
ProView
AVMC
Avantis US Mid Cap Equity ETF
ProView
IMCG
iShares Morningstar Mid-Cap Growth ETF
ProView
FSMAX
Fidelity Extended Market Index Fund
ProView
MCDS
JPMorgan Fundamental Data Science Mid Core ETF
ProView
SMXAX
SEI Institutional Investments Trust - Extended Market Index Fund Class A
ProView
CDAZX
Columbia Multi-Manager Directional Alternative Strategies Fund Institutional Class
ProView
NULG
Nuveen ESG Large-Cap Growth ETF
ProView
AGTHX
The Growth Fund of America Class A
ProView
CGFCX
The Growth Fund of America Class 529-C
ProView
CGFAX
The Growth Fund of America Class 529-A
ProView
CGFEX
The Growth Fund of America Class 529-E
ProView
CGFFX
The Growth Fund of America Class 529-F-1
ProView
FAFGX
The Growth Fund of America Class 529-F-2
ProView
FFAFX
The Growth Fund of America Class 529-F-3
ProView
GAFFX
The Growth Fund of America Class F-3
ProView
GFACX
The Growth Fund of America Class C
ProView
GFAFX
The Growth Fund of America Class F-1
ProView
GFFFX
The Growth Fund of America Class F-2
ProView
RGABX
The Growth Fund of America Class R-2
ProView
RGAEX
The Growth Fund of America Class R-4
ProView
RGACX
The Growth Fund of America Class R-3
ProView
RGAAX
The Growth Fund of America Class R-1
ProView
RGAFX
The Growth Fund of America Class R-5
ProView
RGAHX
The Growth Fund of America Class R-5E
ProView
RGAGX
The Growth Fund of America Class R-6
ProView
RGEBX
The Growth Fund of America Class R-2E
ProView
UIGRX
Victory Growth Fund Institutional Class
ProView
USAAX
Victory Growth Fund Class Fund shares
ProView
VFAIX
Vanguard Financial Index Fund Admiral Shs
ProView
VIMAX
Vanguard Morningstar Mid-Cap Index Fund Admiral Class
ProView
VIMSX
Vanguard Morningstar Mid-Cap Index Fund Investor Class
ProView
VMCIX
Vanguard Morningstar Mid-Cap Index Fund Institutional Class
ProView
VMCPX
Vanguard Morningstar Mid-Cap Index Fund Institutional Plus Class
ProView
FNCL
Fidelity MSCI Financials Index ETF
ProView
VFH
Vanguard Financials ETF
ProView
VXF
Vanguard Extended Market ETF
ProView
CVMC
Calvert US Mid-Cap Core Responsible Index ETF
ProView
DFVE
DoubleLine Fortune 500 Equal Weight ETF
ProView
DURPX
US High Relative Profitability Portfolio Institutional Class
ProView
FDIV
MarketDesk Focused US Dividend ETF
ProView
IWP
iShares Russell Midcap Growth ETF
ProView
AOTG
AOT Growth and Innovation ETF
ProView
CMCRX
Calvert US Mid Cap Core Responsible Index Class R6
ProView
CMJAX
Calvert US Mid Cap Core Responsible Index Class A
ProView
CMJIX
Calvert US Mid Cap Core Responsible Index Class I
ProView
FSMDX
Fidelity Mid Cap Index Fund
ProView
UIAGX
Victory Aggressive Growth Fund Institutional Class
ProView
USAUX
Victory Aggressive Growth Fund Class Fund shares
ProView
FEX
First Trust Large Cap Core AlphaDEX Fund
ProView
JHMM
John Hancock Multifactor Mid Cap ETF
ProView
VO
Vanguard Morningstar Mid-Cap ETF
ProView
WINN
Harbor Long-Term Growers ETF
ProView
FCAKX
Fidelity Capital Appreciation Fund Class K
ProView
FDCAX
Fidelity Capital Appreciation Fund
ProView
GSEW
Goldman Sachs Equal Weight US Large Cap Equity ETF
ProView
BRMIX
iShares Russell Mid-Cap Index Fund Institutional Class
ProView
BRMAX
iShares Russell Mid-Cap Index Fund Investor A Class
ProView
BRMKX
iShares Russell Mid-Cap Index Fund Class K
ProView
FTA
First Trust Large Cap Value AlphaDEX Fund
ProView
DFVX
Dimensional US Large Cap Vector ETF
ProView
ZABDFX
American Beacon Diversified Fund
ProView
SIZE
iShares MSCI USA Size Factor ETF
ProView
FLKSX
Fidelity Low-Priced Stock K6 Fund Class K6
ProView
SWMCX
Schwab US Mid-Cap Index Fund
ProView
EUSA
iShares MSCI USA Equal Weighted ETF
ProView
FLPCX
Fidelity Low-Priced Stock Fund Class A
ProView
FLPDX
Fidelity Low-Priced Stock Fund Class M
ProView
FLPFX
Fidelity Low-Priced Stock Fund Class I
ProView
FLPEX
Fidelity Low-Priced Stock Fund Class C
ProView
FLPGX
Fidelity Low-Priced Stock Fund Class Z
ProView
FLPSX
Fidelity Low-Priced Stock Fund
ProView
FLPKX
Fidelity Low-Priced Stock Fund Class K
ProView
GARP
iShares MSCI USA Quality GARP ETF
ProView
IIRMX
Voya Russell Mid Cap Index Portfolio Initial
ProView
IRMAX
Voya Russell Mid Cap Index Portfolio Advisor Class
ProView
IRMTX
Voya Russell Mid Cap Index Portfolio S2
ProView
IRMCX
Voya Russell Mid Cap Index Portfolio Class S
ProView
VVIMX
Voya VACS Index Series MC Portfolio
ProView
VEFVX
Venerable Mid Cap Index Fund Class V
ProView
TQSAX
T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Advisor class
ProView
TQSIX
T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Class I
ProView
TQSMX
T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Investor Class
ProView
IWR
iShares Russell Mid-Cap ETF
ProView
CFO
VictoryShares US 500 Enhanced Volatility Weighted ETF
ProView
CFA
VictoryShares US 500 Volatility Weighted ETF
ProView
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
ProView
FTCE
First Trust New Constructs Core Earnings Leaders ETF
ProView
BFRE
Westwood LBRTY Global Equity ETF
ProView
IMCB
iShares Morningstar Mid-Cap ETF
ProView
BBGSX
Bridge Builder Small/Mid Cap Growth Fund
ProView
JCMAX
JPMorgan Mid Cap Equity Fund Class A
ProView
JMCCX
JPMorgan Mid Cap Equity Fund Class C
ProView
JMCEX
JPMorgan Mid Cap Equity Fund Class R2
ProView
JMEEX
JPMorgan Mid Cap Equity Fund Class R5
ProView
JPPEX
JPMorgan Mid Cap Equity Fund Class R6
ProView
VSNGX
JPMorgan Mid Cap Equity Fund Class I
ProView
IWS
iShares Russell Mid-cap Value ETF
ProView
DFSU
Dimensional US Sustainability Core 1 ETF
ProView
DFSIX
DFA US Sustainability Core I Portfolio Institutional Class
ProView
MSTQX
Morningstar US Equity Fund Institutional Class
ProView
TBDAX
PGIM Jennison Diversified Growth Fund Class A
ProView
TBDCX
PGIM Jennison Diversified Growth Fund Class C
ProView
TBDQX
PGIM Jennison Diversified Growth Fund Class R6
ProView
TBDZX
PGIM Jennison Diversified Growth Fund Class Z
ProView
CZMVX
Columbia Multi-Manager Value Strategies Fund Institutional Class
ProView
IALT
iShares Systematic Alternatives Active ETF
ProView
PEPS
Parametric Equity Plus ETF
ProView
UIGIX
Victory Growth & Income Fund Institutional Shares
ProView
USGRX
Victory Growth & Income Fund Class Fund shares
ProView
DFUEX
DFA US Social Core Equity 2 Portfolio
ProView
FAB
First Trust Multi Cap Value AlphaDEX Fund
ProView
SCHG
Schwab US Large-Cap Growth ETF
ProView
AVLC
Avantis US Large Cap Equity ETF
ProView
DEXC
Dimensional Emerging Markets ex China Core Equity ETF
ProView
DFVEX
US Vector Equity Portfolio
ProView
DVRIX
MFS Global Alternative Strategy Fund Class I
ProView
DVRAX
MFS Global Alternative Strategy Fund Class A
ProView
DVRFX
MFS Global Alternative Strategy Fund Class R1
ProView
DVRCX
MFS Global Alternative Strategy Fund Class C
ProView
DVRHX
MFS Global Alternative Strategy Fund Class R2
ProView
DVRBX
MFS Global Alternative Strategy Fund Class B
ProView
DVRJX
MFS Global Alternative Strategy Fund Class R3
ProView
DVRLX
MFS Global Alternative Strategy Fund Class R5
ProView
DVRKX
MFS Global Alternative Strategy Fund Class R4
ProView
LONAX
Longboard Alternative Growth Fund Class A
ProView
LONGX
Longboard Alternative Growth Fund Class I
ProView
RTDAX
Russell Multifactor US Equity Fund Class A
ProView
RTDCX
Russell Multifactor US Equity Fund Class C
ProView
RTDRX
Russell Multifactor US Equity Fund Class R6
ProView
RTDTX
Russell Multifactor US Equity Fund Class M
ProView
RTDSX
Russell Multifactor US Equity Fund Class S
ProView
RTDYX
Russell Multifactor US Equity Fund Class Y
ProView
XBFR
Innovator Equity Managed 10 Buffer ETF
ProView
MAAKX
MoA All America Fund
ProView
AVSU
Avantis Responsible US Equity ETF
ProView
AVUQ
Avantis US Quality ETF
ProView
DFAC
Dimensional US Core Equity 2 ETF
ProView
DXUV
Dimensional US Vector Equity ETF
ProView
LCTU
iShares US Carbon Transition Readiness Aware Active ETF
ProView
USXF
iShares ESG Advanced MSCI USA ETF
ProView
AVUNX
Avantis US Equity Fund Class G
ProView
AVUSX
Avantis US Equity Fund Institutional Class
ProView
CPAEX
Counterpoint Tactical Equity Fund Class A
ProView
CPCEX
Counterpoint Tactical Equity Fund Class C
ProView
CPIEX
Counterpoint Tactical Equity Fund Class I
ProView
FHOFX
Fidelity Series Large Cap Growth Index Fund
ProView
FSPGX
Fidelity Large Cap Growth Index Fund
ProView
GAAKX
GMO Alternative Allocation Fund Class R6
ProView
GAAGX
GMO Alternative Allocation Fund Class I
ProView
GAAVX
GMO Alternative Allocation Fund Class VI
ProView
TILIX
Nuveen Large Cap Growth Index Fund Class R6
ProView
TRIHX
Nuveen Large Cap Growth Index Fund Class I
ProView
TRIRX
Nuveen Large Cap Growth Index Fund Retirement Class
ProView
VCBCX
VALIC Company I Blue Chip Growth Fund
ProView
VIGAX
Vanguard Morningstar Growth Index Fund Admiral Class
ProView
VIGIX
Vanguard Morningstar Growth Index Fund Institutional Class
ProView
VIGRX
Vanguard Morningstar Growth Index Fund Investor Class
ProView
PRXG
Praxis Impact Large Cap Growth ETF
ProView
AVUS
Avantis US Equity ETF
ProView
DUHP
Dimensional US High Profitability ETF
ProView
QGRW
WisdomTree US Quality Growth Fund
ProView
AAARX
American Century Strategic Allocation Aggressive Fund R Class
ProView
AAAUX
American Century Strategic Allocation Aggressive Fund R6 Class
ProView
AAAIX
American Century Strategic Allocation Aggressive Fund I Class
ProView
ACVAX
American Century Strategic Allocation Aggressive Fund A Class
ProView
ASAUX
American Century Strategic Allocation Aggressive Fund R5 Class
ProView
ASTAX
American Century Strategic Allocation Aggressive Fund C Class
ProView
DFQTX
DFA US Core Equity 2 Portfolio
ProView
FITLX
Fidelity US Sustainability Index Fund
ProView
PREFX
T. Rowe Price Tax-Efficient Equity Fund Investor Class
ProView
TEEFX
T. Rowe Price Tax-Efficient Equity Fund I Class
ProView
TWSAX
American Century Strategic Allocation Aggressive Fund Investor Class
ProView
DUSQX
US Large Cap Equity Portfolio Inst Cl
ProView
NACP
Impact Shares NAACP Minority Empowerment ETF
ProView
USSG
Xtrackers MSCI USA Selection Equity ETF
ProView
JHML
John Hancock Multifactor Large Cap ETF
ProView
VUG
Vanguard Morningstar Growth ETF
ProView
DCOR
Dimensional US Core Equity 1 ETF
ProView
CGJIX
Calvert US Large Cap Growth Responsible Index Fund Class I
ProView
CGJAX
Calvert US Large Cap Growth Responsible Index Fund Class A
ProView
CLGRX
Calvert US Large Cap Growth Responsible Index Fund Class R6
ProView
DFEOX
DFA US Core Equity 1 Portfolio
ProView
GEIYX
Growth Equity Index Fund Class Institutional
ProView
GEIZX
Growth Equity Index Fund Class Investor
ProView
POAGX
PRIMECAP Odyssey Aggressive Growth Fund
ProView
SWLGX
Schwab US Large-Cap Growth Index Fund
ProView
TBLTX
Transamerica Balanced II Class I3
ProView
TBLRX
Transamerica Balanced II Class R
ProView
DUSLX
DFA - US Large Cap Growth Portfolio
ProView
FMDE
Fidelity Enhanced Mid Cap Core ETF
ProView
SUSL
iShares ESG MSCI USA Leaders ETF
ProView
SHE
State Street SPDR MSCI USA Gender Diversity ETF
ProView
ILCG
iShares Morningstar Growth ETF
ProView
MODL
VictoryShares WestEnd US Sector ETF
ProView
ACOAX
American Century Strategic Allocation Moderate Fund A Class
ProView
ASAMX
American Century Strategic Allocation Moderate Fund I Class
ProView
ASMDX
American Century Strategic Allocation Moderate Fund R6 Class
ProView
ASMRX
American Century Strategic Allocation Moderate Fund R Class
ProView
ASMUX
American Century Strategic Allocation Moderate Fund R5 Class
ProView
ASTCX
American Century Strategic Allocation Moderate Fund C Class
ProView
ATWAX
AB Tax-Managed Wealth Appreciation Strategy Class A
ProView
ATWCX
AB Tax-Managed Wealth Appreciation Strategy Class C
ProView
ATWYX
AB Tax-Managed Wealth Appreciation Strategy Advisor Class
ProView
IBALX
Transamerica Multi-Managed Balanced Fund Class A
ProView
IBLLX
Transamerica Multi-Managed Balanced Fund Class C
ProView
NSRIX
Northern World Selection Index Fund Class I
ProView
NSRKX
Northern World Selection Index Fund Class K
ProView
NXTI
Simplify Next Intangible Core Index ETF
ProView
PAXWX
Impax Sustainable Allocation Fund Investor Class
ProView
PAXIX
Impax Sustainable Allocation Fund Institutional Class
ProView
SPFEX
Sphere 500 Climate Fund Institutional Class
ProView
SPFFX
Sphere 500 Climate Fund Class R6
ProView
TAAHX
Transamerica Multi-Managed Balanced Fund Class R
ProView
TACU
T. Rowe Price Active Core US Equity ETF
ProView
TAMMX
Transamerica Multi-Managed Balanced Fund Class R6
ProView
TBLIX
Transamerica Multi-Managed Balanced Fund Class I
ProView
TWSMX
American Century Strategic Allocation Moderate Fund Investor Class
ProView
VCGAX
VALIC Company I Systematic Core Fund
ProView
VRGWX
Vanguard Russell 1000 Growth Index Fund Insti Cl
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EQAL
Invesco Russell 1000 Equal Weight ETF
ProView
JUST
Goldman Sachs JUST US Large Cap Equity ETF
ProView
DEUS
Xtrackers Russell US Multifactor ETF
ProView
CISIX
Calvert US Large Cap Core Responsible Index Fund Class I
ProView
CSXAX
Calvert US Large Cap Core Responsible Index Fund Class A
ProView
CSXRX
Calvert US Large Cap Core Responsible Index Fund Class R6
ProView
CSXCX
Calvert US Large Cap Core Responsible Index Fund Class C
ProView
FNCMX
Fidelity NASDAQ Composite Index
ProView
SGFCX
Sparrow Growth Fund Class C
ProView
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