VTI Vanguard Morningstar Total Stock Market ETF × VOO Vanguard S&P 500 ETF × QQQ Invesco QQQ Trust × BND Vanguard Total Bond Market Index Fund ETF Shares × Add a fund + add a fund AAXJ — iShares MSCI All Country Asia ex Japan ETF ACWV — iShares MSCI Global Min Vol Factor ETF ACWX — iShares MSCI ACWI ex U.S. ETF AGG — iShares Core U.S. Aggregate Bond ETF AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund AIQ — Global X Artificial Intelligence & Technology ETF AIRR — First Trust RBA American Industrial RenaissanceTM ETF AMLP — Alerian MLP ETF ANGL — VanEck Fallen Angel High Yield Bond ETF AOA — iShares Core 80/20 Aggressive Allocation ETF AOK — iShares Core 30/70 Conservative Allocation ETF AOM — iShares Core 40/60 Moderate Allocation ETF AOR — iShares Core 60/40 Balanced Allocation ETF ARKF — ARK Blockchain & Fintech Innovation ETF ARKG — ARK Genomic Revolution ETF ARKK — ARK Innovation ETF ARKQ — ARK Autonomous Technology & Robotics ETF ARKW — ARK Next Generation Technology ETF ASHR — Xtrackers Harvest CSI 300 China A-Shares ETF AVDE — Avantis International Equity ETF AVDV — Avantis International Small Cap Value ETF AVEM — Avantis Emerging Markets Equity ETF AVES — Avantis Emerging Markets Value ETF AVIV — Avantis International Large Cap Value ETF AVLV — Avantis US Large Cap Value ETF AVMV — Avantis U.S. Mid Cap Value ETF AVUS — Avantis US Equity ETF AVUV — Avantis US Small Cap Value ETF BAB — Invesco Taxable Municipal Bond ETF BBAX — JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF BBEU — JPMorgan BetaBuilders Europe ETF BBIN — JPMorgan BetaBuilders International Equity ETF BBJP — JPMorgan BetaBuilders Japan ETF BBMC — JPMorgan BetaBuilders U.S. Mid Cap Equity ETF BBSC — JPMorgan BetaBuilders U.S. Small Cap Equity ETF BBUS — JPMorgan BetaBuilders U.S. Equity ETF BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF BINC — iShares Flexible Income Active ETF BIV — Vanguard Intermediate-Term Bond Index Fund ETF Shares BKLN — Invesco Senior Loan ETF BLV — Vanguard Long-Term Bond Index Fund ETF Shares BNDX — Vanguard Total International Bond Index Fund ETF Shares BOND — PIMCO Active Bond Exchange-Traded Fund BOTZ — Global X Robotics & Artificial Intelligence ETF BSV — Vanguard Short-Term Bond Index Fund ETF Shares CALF — Pacer US Small Cap Cash Cows 100 ETF CGBL — Capital Group Core Balanced ETF CGCP — Capital Group Core Plus Income ETF CGDV — Capital Group Dividend Value ETF CGGR — Capital Group Growth ETF CGMU — Capital Group Municipal Income ETF CGUS — Capital Group Core Equity ETF CIBR — First Trust NASDAQ Cybersecurity ETF CMF — iShares California Muni Bond ETF COMT — iShares GSCI Commodity Dynamic Roll Strategy ETF COPX — Global X Copper Miners ETF CORP — PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund COWZ — Pacer US Cash Cows 100 ETF CWB — State Street SPDR Bloomberg Convertible Securities ETF CWI — State Street SPDR MSCI ACWI ex-US ETF DBA — Invesco DB Agriculture Fund DBC — Invesco DB Commodity Index Tracking Fund DBEF — Xtrackers MSCI EAFE Hedged Equity ETF DEM — WisdomTree Emerging Markets High Dividend Fund DFAC — U.S. Core Equity 2 Portfolio-ETF Class Shares DFAE — Dimensional Emerging Core Equity Market ETF DFAI — Dimensional International Core Equity Market ETF DFAS — U.S. Small Cap Portfolio-ETF Class Shares DFAT — U.S. Targeted Value Portfolio-ETF Class Shares DFAU — Dimensional US Core Equity Market ETF DFAX — Dimensional World ex U.S. Core Equity 2 ETF DFCF — Dimensional Core Fixed Income ETF DFIC — Dimensional International Core Equity 2 ETF DFIV — Dimensional International Value ETF DFLV — Dimensional US Large Cap Value ETF DFSV — DFA U.S. Small Cap Value Portfolio – ETF Class Shares DFUS — Dimensional U.S. Equity Market ETF DFUV — Dimensional US Marketwide Value ETF DGRO — iShares Core Dividend Growth ETF DGRW — WisdomTree U.S. Quality Dividend Growth Fund DGS — WisdomTree Emerging Markets SmallCap Dividend Fund DIA — State Street SPDR Dow Jones Industrial Average ETF Trust DISV — Dimensional International Small Cap Value ETF DIVO — Amplify CWP Enhanced Dividend Income ETF DLN — WisdomTree U.S. LargeCap Dividend Fund DLS — WisdomTree International SmallCap Dividend Fund DON — WisdomTree U.S. MidCap Dividend Fund DSI — iShares ESG MSCI KLD 400 ETF DTD — WisdomTree U.S. Total Dividend Fund DUHP — DFA U.S. High Relative Profitability Portfolio – ETF Class Shares DVY — iShares Select Dividend ETF DVYE — iShares Emerging Markets Dividend ETF DXJ — WisdomTree Japan Hedged Equity Fund DYNF — iShares U.S. Equity Factor Rotation Active ETF EAGG — iShares ESG U.S. Aggregate Bond ETF EBND — State Street SPDR Bloomberg Emerging Markets Local Bond ETF EDV — Vanguard Extended Duration Treasury Index Fund ETF Shares EEM — iShares MSCI Emerging Markets ETF EEMV — iShares MSCI Emerging Markets Min Vol Factor ETF EFA — iShares MSCI EAFE ETF EFAV — iShares MSCI EAFE Min Vol Factor ETF EFG — iShares MSCI EAFE Growth ETF EFV — iShares MSCI EAFE Value ETF EMB — iShares J.P. Morgan USD Emerging Markets Bond ETF EMLC — VanEck J.P. Morgan EM Local Currency Bond ETF EMXC — iShares MSCI Emerging Markets ex China ETF EPI — WisdomTree India Earnings Fund EPP — iShares MSCI Pacific ex Japan ETF ESGD — iShares ESG Aware MSCI EAFE ETF ESGE — iShares ESG Aware MSCI EM ETF ESGU — iShares ESG Aware MSCI USA ETF ESGV — Vanguard ESG U.S. Stock ETF EWA — iShares MSCI Australia ETF EWC — iShares MSCI Canada ETF EWG — iShares MSCI Germany ETF EWH — iShares MSCI Hong Kong ETF EWJ — iShares MSCI Japan ETF EWL — iShares MSCI Switzerland ETF EWP — iShares MSCI Spain ETF EWS — iShares MSCI Singapore ETF EWT — iShares MSCI Taiwan ETF EWU — iShares MSCI United Kingdom ETF EWW — iShares MSCI Mexico ETF EWY — iShares MSCI South Korea ETF EWZ — iShares MSCI Brazil ETF EZU — iShares MSCI Eurozone ETF FALN — iShares Fallen Angels USD Bond ETF FBCG — Fidelity Blue Chip Growth ETF FBND — Fidelity Total Bond ETF FCOM — Fidelity MSCI Communication Services Index ETF FDIS — Fidelity MSCI Consumer Discretionary Index ETF FDL — First Trust Morningstar Dividend Leaders Index Fund FDN — First Trust Dow Jones Internet Index Fund FDVV — Fidelity High Dividend ETF FELC — Fidelity Enhanced Large Cap Core ETF FELG — Fidelity Enhanced Large Cap Growth ETF FENY — Fidelity MSCI Energy Index ETF FEZ — State Street SPDR EURO STOXX 50 ETF FHLC — Fidelity MSCI Health Care Index ETF FIDU — Fidelity MSCI Industrials Index ETF FLIN — Franklin FTSE India ETF FLJP — Franklin FTSE Japan ETF FLOT — iShares Floating Rate Bond ETF FMAT — Fidelity MSCI Materials Index ETF FNCL — Fidelity MSCI Financials Index ETF FNDA — Schwab Fundamental U.S. Small Company ETF FNDC — Schwab Fundamental International Small Equity ETF FNDE — Schwab Fundamental Emerging Markets Equity ETF FNDF — Schwab Fundamental International Equity ETF FNDX — Schwab Fundamental U.S. Large Company ETF FPE — First Trust Preferred Securities and Income ETF FRDM — Freedom 100 Emerging Markets ETF FREL — Fidelity MSCI Real Estate Index ETF FSTA — Fidelity MSCI Consumer Staples Index ETF FTEC — Fidelity MSCI Information Technology Index ETF FUTY — Fidelity MSCI Utilities Index ETF FVD — First Trust Value Line Dividend Index Fund FXI — iShares China Large-Cap ETF GBIL — Goldman Sachs Access Treasury 0-1 Year ETF GDX — VanEck Gold Miners ETF GDXJ — VanEck Junior Gold Miners ETF GLD — SPDR Gold Shares GLDM — SPDR Gold MiniShares GLTR — abrdn Physical Precious Metals Basket Shares ETF GOVT — iShares U.S. Treasury Bond ETF GPIQ — Goldman Sachs Nasdaq-100 Premiu GPIX — Goldman Sachs S&P 500 Premium Income ETF GRID — First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GSLC — Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF GUNR — Northern Trust Morningstar Global Upstream Natural Resources ETF GVI — iShares Intermediate Government/Credit Bond ETF HACK — Amplify Cybersecurity ETF HDV — iShares Core High Dividend ETF HEDJ — WisdomTree Europe Hedged Equity Fund HEFA — iShares Currency Hedged MSCI EAFE ETF HYD — VanEck High Yield Muni ETF HYG — iShares iBoxx $ High Yield Corporate Bond ETF HYLB — Xtrackers USD High Yield Corporate Bond ETF IAGG — iShares Core International Aggregate Bond ETF IAT — iShares U.S. Regional Banks ETF IAU — iShares Gold Trust IBB — iShares Biotechnology ETF ICLN — iShares Global Clean Energy ETF ICSH — iShares Ultra Short Duration Bond Active ETF ICVT — iShares Convertible Bond ETF IDEV — iShares Core MSCI International Developed Markets ETF IDU — iShares U.S. Utilities ETF IDV — iShares International Select Dividend ETF IEF — iShares 7-10 Year Treasury Bond ETF IEFA — iShares Core MSCI EAFE ETF IEI — iShares 3-7 Year Treasury Bond ETF IEMG — iShares Core MSCI Emerging Markets ETF IEUR — iShares Core MSCI Europe ETF IFRA — iShares U.S. Infrastructure ETF IGE — iShares North American Natural Resources ETF IGF — iShares Global Infrastructure ETF IGIB — iShares 5-10 Year Investment Grade Corporate Bond ETF IGLB — iShares 10+ Year Investment Grade Corporate Bond ETF IGM — iShares Expanded Tech Sector ETF IGOV — iShares International Treasury Bond ETF IGRO — iShares International Dividend Growth ETF IGSB — iShares 1-5 Year Investment Grade Corporate Bond ETF IGV — iShares Expanded Tech-Software Sector ETF IHF — iShares U.S. Healthcare Providers ETF IHI — iShares U.S. Medical Devices ETF IJH — iShares Core S&P Mid-Cap ETF IJJ — iShares S&P Mid-Cap 400 Value ETF IJK — iShares S&P Mid-Cap 400 Growth ETF IJR — iShares Core S&P Small-Cap ETF IJS — iShares S&P Small-Cap 600 Value ETF IJT — iShares S&P Small-Cap 600 Growth ETF ILF — iShares Latin America 40 ETF IMTM — iShares MSCI Intl Momentum Factor ETF INDA — iShares MSCI India ETF INTF — iShares International Equity Factor ETF IPAC — iShares Core MSCI Pacific ETF IQLT — iShares MSCI Intl Quality Factor ETF ITA — iShares U.S. Aerospace & Defense ETF ITB — iShares U.S. Home Construction ETF ITM — VanEck Intermediate Muni ETF ITOT — iShares Core S&P Total U.S. Stock Market ETF IUSB — iShares Core Universal USD Bond ETF IUSG — iShares Core S&P U.S. Growth ETF IUSV — iShares Core S&P U.S. Value ETF IVE — iShares S&P 500 Value ETF IVOO — Vanguard S&P Mid-Cap 400 Index Fund ETF Shares IVV — iShares Core S&P 500 ETF IVW — iShares S&P 500 Growth ETF IWB — iShares Russell 1000 ETF IWD — iShares Russell 1000 Value ETF IWF — iShares Russell 1000 Growth ETF IWM — iShares Russell 2000 ETF IWN — iShares Russell 2000 Value ETF IWO — iShares Russell 2000 Growth ETF IWP — iShares Russell Mid-Cap Growth ETF IWR — iShares Russell Mid-Cap ETF IWS — iShares Russell Mid-Cap Value ETF IWV — iShares Russell 3000 ETF IWX — iShares Russell Top 200 Value ETF IWY — iShares Russell Top 200 Growth ETF IXC — iShares Global Energy ETF IXG — iShares Global Financials ETF IXJ — iShares Global Healthcare ETF IXN — iShares Global Tech ETF IXUS — iShares Core MSCI Total International Stock ETF IYC — iShares US Consumer Discretionary ETF IYE — iShares U.S. Energy ETF IYG — iShares U.S. Financial Services ETF IYJ — iShares U.S. Industrials ETF IYK — iShares US Consumer Staples ETF IYR — iShares U.S. Real Estate ETF IYW — iShares U.S. Technology ETF JAAA — Janus Henderson AAA CLO ETF JAVA — JPMorgan Active Value ETF JCPB — JPMorgan Core Plus Bond ETF JEPI — JPMorgan Equity Premium Income ETF JEPQ — JPMorgan Nasdaq Equity Premium Income ETF JETS — U.S. Global Jets ETF JGLO — Jpmorgan Global Select Equity ETF JGRO — JPMorgan Active Growth ETF JIRE — JPMorgan International Research Enhanced Equity ETF JMST — JPMorgan Ultra-Short Municipal Income ETF JMUB — JPMorgan Municipal ETF JNK — State Street SPDR Bloomberg High Yield Bond ETF JPST — JPMorgan Ultra-Short Income ETF JQUA — JPMorgan U.S. Quality Factor ETF KBE — State Street SPDR S&P Bank ETF KBWB — Invesco KBW Bank ETF KNG — FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF KOMP — State Street SPDR S&P Kensho New Economies Composite ETF KRE — State Street SPDR S&P Regional Banking ETF KSA — iShares MSCI Saudi Arabia ETF KWEB — KraneShares CSI China Internet ETF LIT — Global X Lithium & Battery Tech ETF LQD — iShares iBoxx $ Investment Grade Corporate Bond ETF LRGF — iShares U.S. Equity Factor ETF LTPZ — PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund MBB — iShares MBS ETF MCHI — iShares MSCI China ETF MDY — State Street SPDR S&P MIDCAP 400 ETF Trust MGC — Vanguard Morningstar Mega Cap ETF MGK — Vanguard Morningstar Mega Cap Growth ETF MGV — Vanguard Morningstar Mega Cap Value ETF MINT — PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MLPA — Global X MLP ETF MLPX — Global X MLP & Energy Infrastructure ETF MOAT — VanEck Morningstar Wide Moat ETF MOO — VanEck Agribusiness ETF MTUM — iShares MSCI USA Momentum Factor ETF MUB — iShares National Muni Bond ETF MUNI — PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund NEAR — iShares Short Duration Bond Active ETF NLR — VanEck Uranium and Nuclear ETF NOBL — ProShares S&P 500 Dividend Aristocrats ETF NYF — iShares New York Muni Bond ETF OEF — iShares S&P 100 ETF OIH — VanEck Oil Services ETF OMFL — Invesco Russell 1000 Dynamic Multifactor ETF ONEQ — Fidelity Nasdaq Composite Index ETF PAAA — PGIM AAA CLO ETF PAVE — Global X U.S. Infrastructure Development ETF PCY — Invesco Emerging Markets Sovereign Debt ETF PDBC — Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PEY — Invesco High Yield Equity Dividend Achievers ETF PFF — iShares Preferred and Income Securities ETF PFFD — Global X U.S. Preferred ETF PFXF — VanEck Preferred Securities ex Financials ETF PGX — Invesco Preferred ETF PHO — Invesco Water Resources ETF PICK — iShares MSCI Global Metals & Mining Producers ETF PPA — Invesco Aerospace & Defense ETF PRF — Invesco RAFI US 1000 ETF PSI — Invesco Semiconductors ETF PULS — PGIM Ultra Short Bond ETF PXF — Invesco RAFI Developed Markets ex-U.S. ETF PXH — Invesco RAFI Emerging Markets ETF PYLD — PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund PZA — Invesco National AMT-Free Municipal Bond ETF QQQI — NEOS NASDAQ-100(R) High Income ETF QQQM — Invesco NASDAQ 100 ETF QTUM — Defiance Quantum ETF QUAL — iShares MSCI USA Quality Factor ETF QYLD — Global X NASDAQ 100 Covered Call ETF RDVY — First Trust Rising Dividend Achievers ETF REET — iShares Global REIT ETF REZ — iShares Residential and Multisector Real Estate ETF ROBO — Robo Global Robotics and Automation Index ETF RPG — Invesco S&P 500 Pure Growth ETF RPV — Invesco S&P 500 Pure Value ETF RSP — Invesco S&P 500 Equal Weight ETF RWR — State Street SPDR Dow Jones REIT ETF SCHA — Schwab U.S. Small-Cap ETF SCHB — Schwab U.S. Broad Market ETF SCHC — Schwab International Small-Cap Equity ETF SCHD — Schwab U.S. Dividend Equity ETF SCHE — Schwab Emerging Markets Equity ETF SCHF — Schwab International Equity ETF SCHG — Schwab U.S. Large-Cap Growth ETF SCHH — Schwab U.S. REIT ETF SCHI — Schwab 5-10 Year Corporate Bond ETF SCHK — Schwab 1000 ETF SCHM — Schwab U.S. Mid-Cap ETF SCHO — Schwab Short-Term U.S. Treasury ETF SCHP — Schwab U.S. TIPS ETF SCHR — Schwab Intermediate-Term U.S. Treasury ETF SCHV — Schwab U.S. Large-Cap Value ETF SCHX — Schwab U.S. Large-Cap ETF SCHY — Schwab International Dividend Equity ETF SCHZ — Schwab U.S. Aggregate Bond ETF SCMB — Schwab Municipal Bond ETF SCYB — Schwab High Yield Bond ETF SCZ — iShares MSCI EAFE Small-Cap ETF SDY — State Street SPDR S&P Dividend ETF SGOL — abrdn Physical Gold Shares ETF SGOV — iShares 0-3 Month Treasury Bond ETF SHLD — Global X Defense Tech ETF SHM — State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHV — iShares 0–1 Year Treasury Bond ETF SHY — iShares 1-3 Year Treasury Bond ETF SHYG — iShares 0-5 Year High Yield Corporate Bond ETF SIVR — abrdn Physical Silver Shares ETF SJNK — State Street SPDR Bloomberg Short Term High Yield Bond ETF SKYY — First Trust Cloud Computing ETF SLV — iShares Silver Trust SMH — VanEck Semiconductor ETF SMLF — iShares U.S. Small-Cap Equity Factor ETF SOXX — iShares Semiconductor ETF SPAB — State Street SPDR Portfolio Aggregate Bond ETF SPDW — State Street SPDR Portfolio Developed World ex-US ETF SPEM — State Street SPDR Portfolio Emerging Markets ETF SPHB — Invesco S&P 500 High Beta ETF SPHD — Invesco S&P 500 High Dividend Low Volatility ETF SPHQ — Invesco S&P 500 Quality ETF SPHY — State Street SPDR Portfolio High Yield Bond ETF SPIB — State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPLB — State Street SPDR Portfolio Long Term Corporate Bond ETF SPLV — Invesco S&P 500 Low Volatility ETF SPMB — State Street SPDR Portfolio Mortgage Backed Bond ETF SPMD — State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMO — Invesco S&P 500 Momentum ETF SPSB — State Street SPDR Portfolio Short Term Corporate Bond ETF SPSM — State Street SPDR Portfolio S&P 600 Small Cap ETF SPTI — State Street SPDR Portfolio Intermediate Term Treasury ETF SPTL — State Street SPDR Portfolio Long Term Treasury ETF SPTM — State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTS — State Street SPDR Portfolio Short Term Treasury ETF SPY — State Street SPDR S&P 500 ETF Trust SPYD — State Street SPDR Portfolio S&P 500 High Dividend ETF SPYG — State Street SPDR Portfolio S&P 500 Growth ETF SPYI — Neos S&P 500(R) High Income ETF SPYM — State Street SPDR Portfolio S&P 500 ETF SPYV — State Street SPDR Portfolio S&P 500 Value ETF SRLN — State Street Blackstone Senior Loan ETF STIP — iShares 0-5 Year TIPS Bond ETF SUB — iShares Short-Term National Muni Bond ETF SUSA — iShares ESG Optimized MSCI USA ETF TAN — Invesco Solar ETF TBIL — F/m US Treasury 3 Month Bill Fund - ETF Class Shares TCAF — T. Rowe Price Capital Appreciation Equity ETF TFLO — iShares Treasury Floating Rate Bond ETF TIP — iShares TIPS Bond ETF TIPX — State Street SPDR Bloomberg 1-10 Year TIPS ETF TLH — iShares 10-20 Year Treasury Bond ETF TLT — iShares 20+ Year Treasury Bond ETF TLTW — iShares 20+ Year Treasury Bond Buywrite Strategy ETF URA — Global X Uranium ETF URNM — Sprott Uranium Miners ETF USFR — WisdomTree Floating Rate Treasury Fund USHY — iShares Broad USD High Yield Corporate Bond ETF USIG — iShares Broad USD Investment Grade Corporate Bond ETF USMV — iShares MSCI USA Min Vol Factor ETF USRT — iShares Core U.S. REIT ETF VAW — Vanguard Materials Index Fund ETF Shares VB — Vanguard Morningstar Small-Cap ETF VBIL — Vanguard 0-3 Month Treasury Bill ETF VBK — Vanguard Morningstar Small-Cap Growth ETF VBR — Vanguard Morningstar Small-Cap Value ETF VCIT — Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares VCLT — Vanguard Long-Term Corporate Bond Index Fund ETF Shares VCR — Vanguard Consumer Discretionary Index Fund ETF Shares VCRB — Vanguard Core Bond ETF VCSH — Vanguard Short-Term Corporate Bond Index Fund ETF Shares VDC — Vanguard Consumer Staples Index Fund ETF Shares VDE — Vanguard Energy Index Fund ETF Shares VEA — Vanguard FTSE Developed Markets Index Fund ETF Shares VEU — Vanguard FTSE All-World ex-US Index Fund ETF Shares VFH — Vanguard Financials Index Fund ETF Shares VFLO — Victoryshares Free Cash Flow ETF VGIT — Vanguard Intermediate-Term Treasury Index Fund ETF Shares VGK — Vanguard FTSE Europe ETF VGLT — Vanguard Long-Term Treasury Index Fund ETF Shares VGSH — Vanguard Short-Term Treasury Index Fund ETF Shares VGT — Vanguard Information Technology Index Fund ETF Shares VHT — Vanguard Health Care Index Fund ETF Shares VIG — Vanguard Dividend Appreciation Index Fund ETF Shares VIGI — Vanguard International Dividend Appreciation Index Fund ETF Shares VIOG — Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares VIOO — Vanguard S&P Small-Cap 600 Index Fund ETF Shares VIOV — Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares VIS — Vanguard Industrials Index Fund ETF Shares VLUE — iShares MSCI USA Value Factor ETF VMBS — Vanguard Mortgage-Backed Securities Index Fund ETF Shares VNQ — Vanguard Real Estate Index Fund ETF Shares VNQI — Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares VO — Vanguard Morningstar Mid-Cap ETF VOE — Vanguard Morningstar Mid-Cap Value ETF VONE — Vanguard Russell 1000 Index Fund ETF Shares VONG — Vanguard Russell 1000 Growth Index Fund ETF Shares VONV — Vanguard Russell 1000 Value Index Fund ETF Shares VOOG — Vanguard S&P 500 Growth Index Fund ETF Shares VOOV — Vanguard S&P 500 Value Index Fund ETF Shares VOT — Vanguard Morningstar Mid-Cap Growth ETF VOX — Vanguard Communication Services Index Fund ETF Shares VPL — Vanguard FTSE Pacific Index Fund ETF Shares VPU — Vanguard Utilities Index Fund ETF Shares VRP — Invesco Variable Rate Preferred ETF VSGX — Vanguard ESG International Stock ETF VSS — Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares VT — Vanguard Total World Stock Index Fund ETF Shares VTC — Vanguard Total Corporate Bond ETF ETF Shares VTEB — Vanguard Tax-Exempt Bond Index Fund ETF Shares VTHR — Vanguard Russell 3000 Index Fund ETF Shares VTIP — Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares VTV — Vanguard Morningstar Value ETF VTWO — Vanguard Russell 2000 Index Fund ETF Shares VUG — Vanguard Morningstar Growth ETF VUSB — Vanguard Ultra-Short Bond ETF VV — Vanguard Morningstar Large-Cap ETF VWO — Vanguard FTSE Emerging Markets Index Fund ETF Shares VWOB — Vanguard Emerging Markets Government Bond Index Fund ETF Shares VXUS — Vanguard Total International Stock Index Fund ETF Shares VYM — Vanguard High Dividend Yield Index Fund ETF Shares VYMI — Vanguard International High Dividend Yield Index Fund ETF Shares XAR — State Street SPDR S&P Aerospace & Defense ETF XBI — State Street SPDR S&P Biotech ETF XHB — State Street SPDR S&P Homebuilders ETF XLB — State Street Materials Select Sector SPDR ETF XLC — State Street Communication Services Select Sector SPDR ETF XLE — State Street Energy Select Sector SPDR ETF XLF — State Street Financial Select Sector SPDR ETF XLG — Invesco S&P 500 Top 50 ETF XLI — State Street Industrial Select Sector SPDR ETF XLK — State Street Technology Select Sector SPDR ETF XLP — State Street Consumer Staples Select Sector SPDR ETF XLRE — State Street Real Estate Select Sector SPDR ETF XLU — State Street Utilities Select Sector SPDR ETF XLV — State Street Health Care Select Sector SPDR ETF XLY — State Street Consumer Discretionary Select Sector SPDR ETF XME — State Street SPDR S&P Metals & Mining ETF XOP — State Street SPDR S&P Oil & Gas Exploration & Production ETF XSD — State Street SPDR S&P Semiconductor ETF XYLD — Global X S&P 500 Covered Call ETF ZROZ — PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
Click a chip to remove. Up to 6 funds at once. Funds without published holdings data (gold trusts, some commodity ETFs) read as "N/A" in the matrix.
How overlap is computed Overlap is the sum, across every security held in both funds, of min(weight_a, weight_b). Conceptually: "if you held equal dollars of both funds, what fraction of your dollar exposure is the same security in both wrappers?" The metric is symmetric — overlap(A, B) equals overlap(B, A).
Holdings are matched on ISIN, with CUSIP as fallback for funds that don't carry ISINs. We deliberately don't match on issuer name — N-PORT name spellings vary ("NVIDIA Corp." vs "NVIDIA Corp") and would create false negatives. Different share classes of the same issuer (GOOGL vs. GOOG) have distinct identifiers and are treated separately, which is the correct behaviour.
Funds without an SEC N-PORT filing (commodity trusts like GLD and IAU; a handful of ETFs not in EDGAR's mutual-fund ticker map) read as "N/A" in the matrix. A gold ETF has well-defined zero overlap with an equity fund, but we don't synthesize that — only computed values are shown.
Overlap reflects the latest N-PORT filing for each fund (typical 30–60 day lag). Daily price moves between filings can shift weights slightly; the overlap number is a snapshot, not a real-time figure.