ETFs & Mutual Funds Holding UMBF
ETFs & Mutual Funds Holding UMBF
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ETFs & Mutual Funds Holding UMBF
Get exposure to UMB Financial Corporation through 838 funds
Popular:
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
Funds 401-800 of 838 with UMBF
| Fund ↕ | Weight ↓ | |
|---|---|---|
| SWSSX Schwab Small-Cap Index Fund | Pro | View |
| TISBX Nuveen Small Cap Blend Index Fund Class R6 | Pro | View |
| TRBIX Nuveen Small Cap Blend Index Fund Retirement Class | Pro | View |
| TRHBX Nuveen Small Cap Blend Index Fund Class I | Pro | View |
| USMF WisdomTree US Multifactor Fund | Pro | View |
| FNK First Trust Mid Cap Value AlphaDEX Fund | Pro | View |
| IJH iShares Core S&P Mid-Cap ETF | Pro | View |
| PFFD Global X US Preferred ETF | Pro | View |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF | Pro | View |
| ITWO ProShares Russell 2000 High Income ETF | Pro | View |
| DAABX DFA US Sustainability Targeted Value Portfolio | Pro | View |
| BFOR Barron'S 400 ETF | Pro | View |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Pro | View |
| PRFZ Invesco RAFI US 1500 Small-Mid ETF | Pro | View |
| MDY State Street SPDR S&P MIDCAP 400 ETF Trust | Pro | View |
| FSSNX Fidelity Small Cap Index Fund | Pro | View |
| IIRSX Voya Russell Small Cap Index Portfolio Initial | Pro | View |
| IRCIX Voya Russell Small Cap Index Portfolio Class S2 | Pro | View |
| IRSIX Voya Russell Small Cap Index Portfolio Advisor Class | Pro | View |
| IRSSX Voya Russell Small Cap Index Portfolio Class S | Pro | View |
| PRDSX T. Rowe Price Integrated US Small-Cap Growth Equity Fund Investor Class | Pro | View |
| QASCX Federated Hermes MDT Small Cap Core Fund Class A | Pro | View |
| QCSCX Federated Hermes MDT Small Cap Core Fund Class C | Pro | View |
| QISCX Federated Hermes MDT Small Cap Core Fund Institutional Class | Pro | View |
| QLSCX Federated Hermes MDT Small Cap Core Fund Class R6 | Pro | View |
| RYFAX Rydex Financial Services Fund Class H | Pro | View |
| RYFIX Rydex Financial Services Fund Investor Class | Pro | View |
| RYFCX Rydex Financial Services Fund Class C | Pro | View |
| RYFNX Rydex Financial Services Fund Class A | Pro | View |
| TQAIX T. Rowe Price Integrated US Small-Cap Growth Equity Fund Class I | Pro | View |
| TQAAX T. Rowe Price Integrated US Small-Cap Growth Equity Fund Advisor class | Pro | View |
| TRCSX T Rowe Price Small-Cap Index Fund Institutional Class | Pro | View |
| TRSYX T Rowe Price Small-Cap Index Fund | Pro | View |
| TRZIX T Rowe Price Small-Cap Index Fund Class Z | Pro | View |
| BSIVX BlackRock Small Cap Index V.I. Fund Class I | Pro | View |
| BSIYX BlackRock Small Cap Index V.I. Fund Class III | Pro | View |
| BKMC BNY Mellon US Mid Cap Core Equity ETF | Pro | View |
| DFSTX DFA US Small Cap Portfolio Institutional Class | Pro | View |
| DMIDX BNY Mellon Midcap Index Fund, Inc Class I | Pro | View |
| MPSIX Principal MidCap S&P 400 Index Fund Institutional Class | Pro | View |
| NSIDX Northern Small Cap Index Fund | Pro | View |
| PESPX BNY Mellon Midcap Index Fund, Inc Investor Class | Pro | View |
| PMAPX Principal MidCap S&P 400 Index Fund Class R6 | Pro | View |
| PMFJX Principal MidCap S&P 400 Index Fund Class J | Pro | View |
| PMFPX Principal MidCap S&P 400 Index Fund R-5 Class | Pro | View |
| PMFMX Principal MidCap S&P 400 Index Fund R-3 Class | Pro | View |
| VCSLX VALIC Company I Small Cap Index Fund | Pro | View |
| VRTIX Vanguard Russell 2000 Index Fund Institutional | Pro | View |
| VSPMX Vanguard S&P Mid-Cap 400 Index Fund Institutional Class | Pro | View |
| VVICX Voya VACS Index Series SC Portfolio | Pro | View |
| SAUMX SA US Small Company Fund | Pro | View |
| VVAVX Venerable Small Cap Index Fund Class V | Pro | View |
| CFSLX Column Small Cap Fund | Pro | View |
| MSSM Morgan Stanley Pathway Small-Mid Cap Equity ETF | Pro | View |
| TMSL T. Rowe Price Small-Mid Cap ETF | Pro | View |
| JESNX John Hancock Variable Insurance Trust Strategic Income Opportunities Trust Series I | Pro | View |
| JESPX John Hancock Variable Insurance Trust Strategic Income Opportunities Trust Series II | Pro | View |
| JSCZX JPMorgan US Small Company Fund Class R2 | Pro | View |
| JSCSX JPMorgan US Small Company Fund Class I | Pro | View |
| JTUCX JPMorgan US Small Company Fund Class C | Pro | View |
| JTUAX JPMorgan US Small Company Fund Class A | Pro | View |
| JUSMX JPMorgan US Small Company Fund Class R6 | Pro | View |
| JUSPX JPMorgan US Small Company Fund Class R3 | Pro | View |
| JUSSX JPMorgan US Small Company Fund Class L | Pro | View |
| JUSYX JPMorgan US Small Company Fund Class R5 | Pro | View |
| JUSQX JPMorgan US Small Company Fund Class R4 | Pro | View |
| JVRNX John Hancock Variable Insurance Trust Strategic Income Opportunities Trust Class NAV | Pro | View |
| FTHI First Trust BuyWrite Income ETF | Pro | View |
| DFSVX DFA US Small Cap Value Portfolio | Pro | View |
| FXSCX Fidelity Flex Small Cap Focused Index Fund | Pro | View |
| JADMX John Hancock Variable Insurance Trust Small Opportunities Trust Series Nav | Pro | View |
| JADPX John Hancock Variable Insurance Trust Small Opportunities Trust Series II | Pro | View |
| JADLX John Hancock Variable Insurance Trust Small Opportunities Trust Series I | Pro | View |
| JAEZX John Hancock Variable Insurance Trust Mid Index Trust Series II | Pro | View |
| JAEYX John Hancock Variable Insurance Trust Mid Index Trust Series Nav | Pro | View |
| JECIX John Hancock Variable Insurance Trust Mid Cap Index Trust Series I | Pro | View |
| MIDKX S&P MidCap Index Fund Class K | Pro | View |
| MXBUX Empower S&P Mid Cap 400 Index Fund Class L | Pro | View |
| MXMDX Empower S&P Mid Cap 400 Index Fund Investor Class | Pro | View |
| MXNZX Empower S&P Mid Cap 400 Index Fund Institutional Class | Pro | View |
| NOMIX Northern Funds Mid Cap Index Portfolio | Pro | View |
| SPMIX S&P MidCap Index Fund Investor Class | Pro | View |
| MAMEX MoA Mid Cap Equity Index Fund | Pro | View |
| GSSC Goldman Sachs ActiveBeta US Small Cap Equity ETF | Pro | View |
| CMDYX Columbia Mid Cap Index Fund Institutional Class III | Pro | View |
| CPXRX Columbia Mid Cap Index Fund Institutional II Class | Pro | View |
| MDPSX Mid-Cap ProFund | Pro | View |
| MDPIX Mid-Cap ProFund | Pro | View |
| NMPAX Columbia Mid Cap Index Fund Institutional Class | Pro | View |
| NTIAX Columbia Mid Cap Index Fund Class A | Pro | View |
| VMIDX VALIC Company I Mid Cap Index Fund | Pro | View |
| FINS Angel Oak Financial Strategies Income Term Trust | Pro | View |
| DON WisdomTree US MidCap Dividend Fund | Pro | View |
| FNX First Trust Mid Cap Core AlphaDEX Fund | Pro | View |
| ERBAX Eaton Vance Equity Strategy Fund Class A | Pro | View |
| ERBIX Eaton Vance Equity Strategy Fund Class I | Pro | View |
| PNARX Principal Spectrum Preferred and Capital Securities Income Fund Class R3 | Pro | View |
| PPARX Principal Spectrum Preferred and Capital Securities Income Fund Class R5 | Pro | View |
| PPREX Principal Spectrum Preferred and Capital Securities Income Fund | Pro | View |
| PPSAX Principal Spectrum Preferred and Capital Securities Income Fund Class A | Pro | View |
| PPSIX Principal Spectrum Preferred and Capital Securities Income Fund Institutional Class | Pro | View |
| PPSJX Principal Spectrum Preferred and Capital Securities Income Fund Class J | Pro | View |
| PRFCX Principal Spectrum Preferred and Capital Securities Income Fund Class C | Pro | View |
| UAPIX ProFunds Ultra Small-Cap ProFund Investor Class | Pro | View |
| UAPSX ProFunds Ultra Small-Cap ProFund Service Class | Pro | View |
| BBMC JPMorgan BetaBuilders US Mid Cap Equity ETF | Pro | View |
| FSMD Fidelity Small-Mid Multifactor ETF | Pro | View |
| JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF | Pro | View |
| MVV ProShares Ultra MidCap400 | Pro | View |
| VBR Vanguard Morningstar Small-Cap Value ETF | Pro | View |
| SCHA Schwab US Small-Cap ETF | Pro | View |
| DFAS Dimensional US Small Cap ETF | Pro | View |
| FMCLX Federated Hermes Mid-Cap Index Fund Class R6 | Pro | View |
| FMCRX Federated Hermes Mid-Cap Index Fund Institutional Class | Pro | View |
| FMDCX Federated Hermes Mid-Cap Index Fund Service Class | Pro | View |
| MIDU Direxion Daily Mid Cap Bull 3X ETF | Pro | View |
| FTQI First Trust Nasdaq BuyWrite Income ETF | Pro | View |
| JHPI John Hancock Preferred Income ETF | Pro | View |
| STXM Strive Mid Cap ETF | Pro | View |
| SWSCX Schwab Small-Cap Equity Fund | Pro | View |
| MAAKX MoA All America Fund | Pro | View |
| RWK Invesco S&P MidCap 400 Revenue ETF | Pro | View |
| SCHM Schwab US Mid Cap ETF | Pro | View |
| BRCE MFS Blended Research Core Equity ETF | Pro | View |
| GSCZX GuideStone Funds Small Cap Equity Fund Investor Class | Pro | View |
| GSCYX GuideStone Funds Small Cap Equity Fund Institutional Class | Pro | View |
| RYAKX Russell 2000 1.5x Strategy Fund Class A | Pro | View |
| RYCMX Russell 2000 1.5x Strategy Fund Class C | Pro | View |
| RYMKX Russell 2000 1.5x Strategy Fund Class H | Pro | View |
| VISVX Vanguard Morningstar Small-Cap Value Index Fund Investor Class | Pro | View |
| VSIAX Vanguard Morningstar Small-Cap Value Index Fund Admiral Class | Pro | View |
| VSIIX Vanguard Morningstar Small-Cap Value Index Fund Institutional Class | Pro | View |
| VYSVX Vericimetry US Small Cap Value Fund | Pro | View |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | Pro | View |
| JAEWX John Hancock Variable Insurance Trust Small Cap Index Trust Series Nav | Pro | View |
| JAJOX John Hancock Variable Insurance Trust Small Cap Index Trust Series II | Pro | View |
| JESIX John Hancock Variable Insurance Trust Small Cap Index Trust Series I | Pro | View |
| RYAHX Mid-Cap 1.5x Strategy Fund Class A | Pro | View |
| RYDCX Mid-Cap 1.5x Strategy Fund Class C | Pro | View |
| RYMDX Mid-Cap 1.5x Strategy Fund Class H | Pro | View |
| UMPIX ProFunds UltraMid-Cap ProFund Investor Class | Pro | View |
| UMPSX ProFunds UltraMid-Cap ProFund Service Class | Pro | View |
| SFYX Sofi Next 500 ETF | Pro | View |
| AVMV Avantis US Mid Cap Value ETF | Pro | View |
| CPZ Calamos Long/Short Equity & Dynamic Income Trust | Pro | View |
| JPSE JPMorgan Diversified Return US Small Cap Equity ETF | Pro | View |
| PFF iShares Preferred and Income Securities ETF | Pro | View |
| UMDD UltraPro MidCap400 | Pro | View |
| UWM ProShares Ultra Russell2000 | Pro | View |
| FNDA Schwab Fundamental US Small Company ETF | Pro | View |
| ISCB iShares Morningstar Small-Cap ETF | Pro | View |
| IYG iShares US Financial Services ETF | Pro | View |
| RYRHX Russell 2000 Fund Class H | Pro | View |
| RYRRX Russell 2000 Fund Class A | Pro | View |
| RYROX Russell 2000 Fund Class C | Pro | View |
| SFSNX Schwab Fundamental US Small Company Index Fund | Pro | View |
| USMIX Victory Extended Market Index Fund Class Fund shares | Pro | View |
| VFVA Vanguard US Value Factor ETF | Pro | View |
| SMLF iShares US Small-Cap Equity Factor ETF | Pro | View |
| AVLV Avantis US Large Cap Value ETF | Pro | View |
| FZIPX Fidelity ZERO Extended Market Index Fund | Pro | View |
| MMSCX Praxis Small Cap Index Fund Class A | Pro | View |
| MMSIX Praxis Small Cap Index Fund Class I | Pro | View |
| SLPIX Small-Cap ProFund | Pro | View |
| SLPSX Small-Cap ProFund Service Class | Pro | View |
| FNCL Fidelity MSCI Financials Index ETF | Pro | View |
| VFH Vanguard Financials ETF | Pro | View |
| VRP Invesco Variable Rate Preferred ETF | Pro | View |
| VXF Vanguard Extended Market ETF | Pro | View |
| PEXMX T. Rowe Price Extended Equity Market Index Fund | Pro | View |
| VFAIX Vanguard Financial Index Fund Admiral Shs | Pro | View |
| BSMAX iShares Russell Small/Mid-Cap Index Fund Class Investor A | Pro | View |
| BSMKX iShares Russell Small/Mid-Cap Index Fund Class K | Pro | View |
| BSMIX iShares Russell Small/Mid-Cap Index Fund Institutional Class | Pro | View |
| VB Vanguard Morningstar Small-Cap ETF | Pro | View |
| DFVEX US Vector Equity Portfolio | Pro | View |
| DTSVX Wilshire Small Company Value Fund Investment Class | Pro | View |
| FSMAX Fidelity Extended Market Index Fund | Pro | View |
| GMSMX GuideMark Small/Mid Cap Core Fund Service Class | Pro | View |
| NAESX Vanguard Morningstar Small-Cap Index Fund Investor Class | Pro | View |
| SSMHX State Street Small/Mid Cap Equity Index Portfolio | Pro | View |
| VEMPX Vanguard Extended Market Index Fund Institutional Plus Class | Pro | View |
| VEXAX Vanguard Extended Market Index Fund Admiral Shs | Pro | View |
| VEXMX Vanguard Extended Market Index Fund Investor Class | Pro | View |
| VIEIX Vanguard Extended Market Index Fund Institutional | Pro | View |
| VSCIX Vanguard Morningstar Small-Cap Index Fund Institutional Class | Pro | View |
| VSCPX Vanguard Morningstar Small-Cap Index Fund Institutional Plus Class | Pro | View |
| VSEQX Vanguard Strategic Equity Fund Investor Class | Pro | View |
| VSMAX Vanguard Morningstar Small-Cap Index Fund Admiral Class | Pro | View |
| VSTCX Vanguard Strategic Small-Cap Equity Fund Investor Shares | Pro | View |
| WIOPX Wilshire Income Opportunities Fund Institutional Class | Pro | View |
| WIORX Wilshire Income Opportunities Fund Investment Class | Pro | View |
| WSMVX Wilshire Small Company Value Fund Institutional Class | Pro | View |
| GSMRX GuideMark Small/Mid Cap Core Fund Class RS | Pro | View |
| JHMM John Hancock Multifactor Mid Cap ETF | Pro | View |
| URTY ProShares UltraPro Russell2000 | Pro | View |
| AVMC Avantis US Mid Cap Equity ETF | Pro | View |
| DXUV Dimensional US Vector Equity ETF | Pro | View |
| WSML iShares MSCI World Small-Cap ETF | Pro | View |
| IJSAX VY JPMorgan Small Cap Core Equity Portfolio Advisor Class | Pro | View |
| IJSSX VY JPMorgan Small Cap Core Equity Portfolio Service | Pro | View |
| IJSTX VY JPMorgan Small Cap Core Equity Portfolio S2 | Pro | View |
| IJSIX VY JPMorgan Small Cap Core Equity Portfolio Initial | Pro | View |
| SECAX SEI Institutional Investments Trust - Small Cap II Fund Class A | Pro | View |
| SMXAX SEI Institutional Investments Trust - Extended Market Index Fund Class A | Pro | View |
| VPRSX VY JPMorgan Small Cap Core Equity Portfolio Class R6 | Pro | View |
| FAB First Trust Multi Cap Value AlphaDEX Fund | Pro | View |
| CVMC Calvert US Mid-Cap Core Responsible Index ETF | Pro | View |
| TILT FlexShares Morningstar US Market Factor Tilt Index Fund | Pro | View |
| CFJIX Calvert US Large Cap Value Responsible Index Fund Class I | Pro | View |
| CFJAX Calvert US Large Cap Value Responsible Index Fund Class A | Pro | View |
| CLVRX Calvert US Large Cap Value Responsible Index Fund Class R6 | Pro | View |
| CMCRX Calvert US Mid Cap Core Responsible Index Class R6 | Pro | View |
| CMJAX Calvert US Mid Cap Core Responsible Index Class A | Pro | View |
| CMJIX Calvert US Mid Cap Core Responsible Index Class I | Pro | View |
| CZAMX Columbia Multi-Manager Alternative Strategies Fund | Pro | View |
| LONAX Longboard Alternative Growth Fund Class A | Pro | View |
| LONGX Longboard Alternative Growth Fund Class I | Pro | View |
| SCIII BlackRock Advantage SMID Cap V.I. Fund Class III | Pro | View |
| SMCPI BlackRock Advantage SMID Cap V.I. Fund Class I | Pro | View |
| DEXC Dimensional Emerging Markets ex China Core Equity ETF | Pro | View |
| PTL Inspire 500 ETF | Pro | View |
| FIDJX Fidelity SAI Sustainable Sector Fund | Pro | View |
| QSERX AQR Small Cap Multi-Style Fund Class R6 | Pro | View |
| QSMLX AQR Small Cap Multi-Style Fund Class I | Pro | View |
| QSMNX AQR Small Cap Multi-Style Fund Class N | Pro | View |
| QSPIX AQR Style Premia Alternative Fund Class I | Pro | View |
| QSPRX AQR Style Premia Alternative Fund Class R6 | Pro | View |
| QSPNX AQR Style Premia Alternative Fund Class N | Pro | View |
| REBYX Russell US Small Cap Equity Fund Class Y | Pro | View |
| RLACX Russell US Small Cap Equity Fund Class A | Pro | View |
| RLECX Russell US Small Cap Equity Fund Class C | Pro | View |
| RLESX Russell US Small Cap Equity Fund Class S | Pro | View |
| RSCRX Russell US Small Cap Equity Fund Class R6 | Pro | View |
| RTOUX Russell Tax-Managed US Mid & Small Cap Fund Class M | Pro | View |
| RTSAX Russell Tax-Managed US Mid & Small Cap Fund Class A | Pro | View |
| RTSCX Russell Tax-Managed US Mid & Small Cap Fund Class C | Pro | View |
| RTSSX Russell Tax-Managed US Mid & Small Cap Fund Class S | Pro | View |
| RUNTX Russell US Small Cap Equity Fund Class M | Pro | View |
| RYRSX Russell 2000 2x Strategy Fund Class H | Pro | View |
| RYRLX Russell 2000 2x Strategy Fund Class C | Pro | View |
| RYRUX Russell 2000 2x Strategy Fund Class A | Pro | View |
| AVSU Avantis Responsible US Equity ETF | Pro | View |
| DFUV Dimensional US Marketwide Value ETF | Pro | View |
| STXV STRIVE 1000 VALUE ETF | Pro | View |
| RIFBX Russell US Small Cap Equity Fund | Pro | View |
| BDVEX BlackRock Diversified Equity Alpha Fund Institutional Class | Pro | View |
| DFUEX DFA US Social Core Equity 2 Portfolio | Pro | View |
| HDG ProShares Hedge Replication ETF | Pro | View |
| VTWG Vanguard Russell 2000 Growth ETF | Pro | View |
| IWO iShares Russell 2000 Growth ETF | Pro | View |
| AVLC Avantis US Large Cap Equity ETF | Pro | View |
| DFAC Dimensional US Core Equity 2 ETF | Pro | View |
| DFQTX DFA US Core Equity 2 Portfolio | Pro | View |
| FBALX Fidelity Balanced Fund | Pro | View |
| FBAKX Fidelity Balanced Fund Class K | Pro | View |
| FBAOX Fidelity Balanced Fund Class A | Pro | View |
| FBAQX Fidelity Balanced Fund Class M | Pro | View |
| FBARX Fidelity Balanced Fund Class C | Pro | View |
| FBAUX Fidelity Balanced Fund Class I | Pro | View |
| FBAVX Fidelity Balanced Fund Class Z | Pro | View |
| FBKFX Fidelity Balanced K6 Fund Class K6 | Pro | View |
| FECGX Fidelity Small Cap Growth Index Fund | Pro | View |
| PSVDX PGIM Quant Solutions Small-Cap Value Fund Class R2 | Pro | View |
| PSVKX PGIM Quant Solutions Small-Cap Value Fund Class R4 | Pro | View |
| SATOX Sanford C. Bernstein Fund Tax-Aware Overlay A Portfolio Class 1 | Pro | View |
| SATTX Sanford C. Bernstein Fund Tax-Aware Overlay A Portfolio Class 2 | Pro | View |
| TASVX PGIM Quant Solutions Small-Cap Value Fund Class Z | Pro | View |
| TRACX PGIM Quant Solutions Small-Cap Value Fund Class C | Pro | View |
| TSVAX PGIM Quant Solutions Small-Cap Value Fund Class A | Pro | View |
| TSVRX PGIM Quant Solutions Small-Cap Value Fund Class R | Pro | View |
| TSVQX PGIM Quant Solutions Small-Cap Value Fund Class R6 | Pro | View |
| VRTGX Vanguard Russell 2000 Growth Index Fund Insti Cl | Pro | View |
| AVUS Avantis US Equity ETF | Pro | View |
| PFM Invesco Dividend Achievers ETF | Pro | View |
| VIG Vanguard Dividend Appreciation ETF | Pro | View |
| VYM Vanguard High Dividend Yield ETF | Pro | View |
| DCOR Dimensional US Core Equity 1 ETF | Pro | View |
| EBI Longview Advantage ETF | Pro | View |
| DFEOX DFA US Core Equity 1 Portfolio | Pro | View |
| VDADX Vanguard Dividend Appreciation Index Fund Admiral Shs | Pro | View |
| VHYAX Vanguard High Dividend Yield Index Fund Admiral Class | Pro | View |
| DFSIX DFA US Sustainability Core I Portfolio Institutional Class | Pro | View |
| GSEQX Goldman Sachs Multi-Manager Global Equity Fund Class R6 | Pro | View |
| MASPX BlackRock Advantage SMID Cap Fund Inc Institutional Class | Pro | View |
| MCSPX BlackRock Advantage SMID Cap Fund Inc Class C | Pro | View |
| MDSPX BlackRock Advantage SMID Cap Fund Inc Class A | Pro | View |
| MKSPX BlackRock Advantage SMID Cap Fund Inc Class K | Pro | View |
| MRSPX BlackRock Advantage SMID Cap Fund Inc Class R | Pro | View |
| DGRO iShares Core Dividend Growth ETF | Pro | View |
| IUSV iShares Core S&P US Value ETF | Pro | View |
| VLU State Street SPDR S&P 1500 Value Tilt ETF | Pro | View |
| DFSU Dimensional US Sustainability Core 1 ETF | Pro | View |
| AVUNX Avantis US Equity Fund Class G | Pro | View |
| AVUSX Avantis US Equity Fund Institutional Class | Pro | View |
| DSMZX Destinations Small-Mid Cap Equity Fund Class Z | Pro | View |
| DSMFX Destinations Small-Mid Cap Equity Fund Class I | Pro | View |
| DVRIX MFS Global Alternative Strategy Fund Class I | Pro | View |
| DVRAX MFS Global Alternative Strategy Fund Class A | Pro | View |
| DVRFX MFS Global Alternative Strategy Fund Class R1 | Pro | View |
| DVRCX MFS Global Alternative Strategy Fund Class C | Pro | View |
| DVRHX MFS Global Alternative Strategy Fund Class R2 | Pro | View |
| DVRBX MFS Global Alternative Strategy Fund Class B | Pro | View |
| DVRJX MFS Global Alternative Strategy Fund Class R3 | Pro | View |
| DVRLX MFS Global Alternative Strategy Fund Class R5 | Pro | View |
| DVRKX MFS Global Alternative Strategy Fund Class R4 | Pro | View |
| FSBCX Federated Hermes Global Allocation Fund Class C | Pro | View |
| FSBKX Federated Hermes Global Allocation Fund Class R | Pro | View |
| FSBLX Federated Hermes Global Allocation Fund Class R6 | Pro | View |
| FSTBX Federated Hermes Global Allocation Fund Class A | Pro | View |
| JAFVX John Hancock Variable Insurance Trust Strategic Equity Allocation Trust Series Nav | Pro | View |
| QCSTPX CREF Total Global Stock Account Class R2 | Pro | View |
| QCSTRX CREF Total Global Stock Account Class R1 | Pro | View |
| QCSTIX CREF Total Global Stock Account Class R3 | Pro | View |
| QCSTFX CREF Total Global Stock Account Class R4 | Pro | View |
| SAOOX Sanford C Bernstein Fund Class 1 | Pro | View |
| SAOTX Sanford C Bernstein Fund Class 2 | Pro | View |
| SBFIX Federated Hermes Global Allocation Fund Institutional Class | Pro | View |
| IYY iShares Dow Jones US ETF | Pro | View |
| ONEQ Fidelity Nasdaq Composite Index ETF | Pro | View |
| MMTM State Street SPDR S&P 1500 Momentum Tilt ETF | Pro | View |
| CDEI Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF | Pro | View |
| CVLC Calvert US Large-Cap Core Responsible Index ETF | Pro | View |
| DFAU Dimensional US Core Equity Market ETF | Pro | View |
| DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | Pro | View |
| DFUS Dimensional US Equity Market ETF | Pro | View |
| BBGSX Bridge Builder Small/Mid Cap Growth Fund | Pro | View |
| CISIX Calvert US Large Cap Core Responsible Index Fund Class I | Pro | View |
| CSXAX Calvert US Large Cap Core Responsible Index Fund Class A | Pro | View |
| CSXRX Calvert US Large Cap Core Responsible Index Fund Class R6 | Pro | View |
| CSXCX Calvert US Large Cap Core Responsible Index Fund Class C | Pro | View |
| ESGV Vanguard ESG US Stock ETF | Pro | View |
| ETTOX E TRADE No Fee Total Market Index Fund | Pro | View |
| FCTDX Strategic Advisers Fidelity US Total Stock Fund | Pro | View |
| FNCMX Fidelity NASDAQ Composite Index | Pro | View |
| NCGFX New Covenant Growth Fund | Pro | View |
| PGBLX Principal Global Diversified Income Fund Class R6 | Pro | View |
| PGBAX Principal Global Diversified Income Fund Class A | Pro | View |
| PGDCX Principal Global Diversified Income Fund Class C | Pro | View |
| PGDIX Principal Global Diversified Income Fund Institutional Class | Pro | View |
| SSTTX State Street Total Return V.I.S. Fund CL 3 | Pro | View |
| SSTIX State Street Total Return V.I.S. Fund CL1 | Pro | View |
| AAUB Alpha Architect US Equity 4 ETF | Pro | View |
| GUSA Goldman Sachs MarketBeta US 1000 Equity ETF | Pro | View |
| VTHR Vanguard Russell 3000 ETF | Pro | View |
| FNDB Schwab Fundamental US Broad Market ETF | Pro | View |
| ITOT iShares Core S&P Total US Stock Market ETF | Pro | View |
| JHML John Hancock Multifactor Large Cap ETF | Pro | View |
| SCHB Schwab US Broad Market ETF | Pro | View |
| SCHK Schwab 1000 Index ETF | Pro | View |
| SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | Pro | View |
| VT Vanguard Total World Stock ETF | Pro | View |
| HKND Humankind US Stock ETF | Pro | View |
| SMDX Intech S&P Small-Mid Cap Diversified Alpha ETF | Pro | View |
| AVTM Avantis Total Equity Markets ETF | Pro | View |
| BOSVX Bridgeway Omni Small Cap Value Fund | Pro | View |
| FCFMX Fidelity Series Total Market Index Fund | Pro | View |
| FSAKX Strategic Advisers US Total Stock Fund | Pro | View |
| FSKAX Fidelity Total Market Index Fund | Pro | View |
| FZROX Fidelity ZERO Total Market Index Fund | Pro | View |
| JAFEX John Hancock Variable Insurance Trust Total Stock Market Index Trust Series Nav | Pro | View |
| JAFFX John Hancock Variable Insurance Trust Total Stock Market Index Trust Series II | Pro | View |
| JETSX John Hancock Variable Insurance Trust Total Stock Market Index Trust Series I | Pro | View |
| KCXIX Knights of Columbus US All Cap Index Fund I Class | Pro | View |
| POMIX T. Rowe Price Total Equity Market Index Fund | Pro | View |
| SNXFX Schwab 1000 Index Fund | Pro | View |
| SSBIX State Street Balanced Index Fund Class K | Pro | View |
| SWTSX Schwab Total Stock Market Index Fund | Pro | View |
| TLSTX Nuveen Life Stock Index Fund | Pro | View |
| VBAIX Vanguard Balanced Index Fund Institutional Plus | Pro | View |
| VBIAX Vanguard Balanced Index Fund admiral Class | Pro | View |
| VITNX Vanguard Morningstar Institutional Total Stock Market Index Fund Institutional Class | Pro | View |
| VITPX Vanguard Morningstar Institutional Total Stock Market Index Fund Institutional Plus Class | Pro | View |
| VITSX Vanguard Morningstar Total Stock Market Index Fund Institutional Class | Pro | View |
| VRTTX Vanguard Russell 3000 Index Fund Institutional | Pro | View |
| VSMPX Vanguard Morningstar Total Stock Market Index Fund Institutional Plus Class | Pro | View |
| VSTSX Vanguard Morningstar Total Stock Market Index Fund Select Shares | Pro | View |
| VTSAX Vanguard Morningstar Total Stock Market Index Fund Admiral Class | Pro | View |
| VTSMX Vanguard Morningstar Total Stock Market Index Fund Investor Class | Pro | View |
| VBINX Vanguard Balanced Index Fund | Pro | View |
| VTWAX Vanguard Total World Stock Index Fund Admiral Class | Pro | View |
| VTWIX Vanguard Total World Stock Index Fund Inst Shs | Pro | View |
| WFIVX Wilshire 5000 Index Fund Investment Class | Pro | View |
| WINDX Wilshire 5000 Index Fund Institutional Class | Pro | View |
| SAMKX SA US Core Market Fund | Pro | View |
| BASMX iShares Total US Stock Market Index Fund Class Investor A | Pro | View |
| BITSX iShares Total US Stock Market Index Fund Institutional Class | Pro | View |
| BKTSX iShares Total US Stock Market Index Fund Class K | Pro | View |
| RSSL Global X Russell 2000 ETF | Pro | View |
| AALGX Thrivent Global Stock Fund Class A | Pro | View |
| GARUX Goldman Sachs Absolute Return Tracker Fund Class R6 | Pro | View |
| GARTX Goldman Sachs Absolute Return Tracker Fund Class A | Pro | View |
| GCRTX Goldman Sachs Absolute Return Tracker Fund Class C | Pro | View |
| GJRTX Goldman Sachs Absolute Return Tracker Fund Class I | Pro | View |
| GRRTX Goldman Sachs Absolute Return Tracker Fund Class R | Pro | View |
| GSGPX Goldman Sachs Absolute Return Tracker Fund Class P | Pro | View |
| GSRTX Goldman Sachs Absolute Return Tracker Fund Investor Class | Pro | View |
| IILGX Thrivent Global Stock Fund Class S | Pro | View |
| TAAAX Thrivent Aggressive Allocation Fund Class A | Pro | View |
| TAAIX Thrivent Aggressive Allocation Fund Class S | Pro | View |
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See exactly what you own with our proprietary sector, industry & theme classification. Know instantly if you're over or under invested.
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