VTTVX | Vanguard Target Retirement 2025 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2025 |
VTHRX | Vanguard Target Retirement 2030 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2030 |
VTTHX | Vanguard Target Retirement 2035 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2035 |
VFORX | Vanguard Target Retirement 2040 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2040 |
VTIVX | Vanguard Target Retirement 2045 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2045 |
VFIFX | Vanguard Target Retirement 2050 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2050 |
VFFVX | Vanguard Target Retirement 2055 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2055 |
VTTSX | Vanguard Target Retirement 2060 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2060 |
VLXVX | Vanguard Target Retirement 2065 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2065+ |
VSVNX | Vanguard Target Retirement 2070 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2065+ |
SSBWX | State Street Target Retirement 2030 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2030 |
SSBYX | State Street Target Retirement 2030 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2030 |
SSAJX | State Street Target Retirement 2030 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2030 |
SSCJX | State Street Target Retirement 2035 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2035 |
SSCKX | State Street Target Retirement 2035 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2035 |
SSAZX | State Street Target Retirement 2035 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2035 |
SSCNX | State Street Target Retirement 2040 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2040 |
SSCQX | State Street Target Retirement 2040 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2040 |
SSAKX | State Street Target Retirement 2040 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2040 |
SSDDX | State Street Target Retirement 2045 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2045 |
SSDEX | State Street Target Retirement 2045 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2045 |
SSAOX | State Street Target Retirement 2045 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2045 |
SSDJX | State Street Target Retirement 2050 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2050 |
SSDLX | State Street Target Retirement 2050 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2050 |
SSAUX | State Street Target Retirement 2050 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2050 |
SSDOX | State Street Target Retirement 2055 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2055 |
SSDQX | State Street Target Retirement 2055 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2055 |
SSAWX | State Street Target Retirement 2055 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2055 |
SSDWX | State Street Target Retirement 2060 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2060 |
SSDYX | State Street Target Retirement 2060 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2060 |
SSAYX | State Street Target Retirement 2060 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2060 |
SSFJX | State Street Target Retirement 2065 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2065+ |
SSFKX | State Street Target Retirement 2065 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2065+ |
SSFPX | State Street Target Retirement 2065 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2065+ |
VT | Vanguard Total World Stock ETF | Owns companies we recommend for divestment | 67 | 43 | 104 | 66 | X | Global Large-Stock Blend |
VTWAX | Vanguard Total World Stock Index Admiral | Owns companies we recommend for divestment | 67 | 43 | 104 | 66 | X | Global Large-Stock Blend |
VTWIX | Vanguard Total World Stock Index I | Owns companies we recommend for divestment | 67 | 43 | 104 | 66 | X | Global Large-Stock Blend |
TCHHX | TIAA-CREF Lifecycle 2030 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2030 |
TCRIX | TIAA-CREF Lifecycle 2030 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2030 |
TCHPX | TIAA-CREF Lifecycle 2030 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2030 |
TCLNX | TIAA-CREF Lifecycle 2030 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2030 |
TCYHX | TIAA-CREF Lifecycle 2035 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2035 |
TCIIX | TIAA-CREF Lifecycle 2035 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2035 |
TCYPX | TIAA-CREF Lifecycle 2035 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2035 |
TCLRX | TIAA-CREF Lifecycle 2035 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2035 |
TCZHX | TIAA-CREF Lifecycle 2040 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2040 |
TCOIX | TIAA-CREF Lifecycle 2040 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2040 |
TCZPX | TIAA-CREF Lifecycle 2040 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2040 |
TCLOX | TIAA-CREF Lifecycle 2040 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2040 |
TTFHX | TIAA-CREF Lifecycle 2045 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2045 |
TTFIX | TIAA-CREF Lifecycle 2045 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2045 |
TTFPX | TIAA-CREF Lifecycle 2045 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2045 |
TTFRX | TIAA-CREF Lifecycle 2045 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2045 |
TFTHX | TIAA-CREF Lifecycle 2050 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2050 |
TFTIX | TIAA-CREF Lifecycle 2050 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2050 |
TCLPX | TIAA-CREF Lifecycle 2050 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2050 |
TLFRX | TIAA-CREF Lifecycle 2050 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2050 |
TTRHX | TIAA-CREF Lifecycle 2055 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2055 |
TTRIX | TIAA-CREF Lifecycle 2055 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2055 |
TTRPX | TIAA-CREF Lifecycle 2055 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2055 |
TTRLX | TIAA-CREF Lifecycle 2055 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2055 |
TLXHX | TIAA-CREF Lifecycle 2060 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2060 |
TLXNX | TIAA-CREF Lifecycle 2060 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2060 |
TLXPX | TIAA-CREF Lifecycle 2060 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2060 |
TLXRX | TIAA-CREF Lifecycle 2060 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2060 |
TSFHX | TIAA-CREF Lifecycle 2065 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2065+ |
TSFTX | TIAA-CREF Lifecycle 2065 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2065+ |
TSFPX | TIAA-CREF Lifecycle 2065 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2065+ |
TSFRX | TIAA-CREF Lifecycle 2065 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2065+ |
LINIX | BlackRock LifePath® Index 2030 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2030 |
LINAX | BlackRock LifePath® Index 2030 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2030 |
LIDPX | BlackRock LifePath® Index 2030 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2030 |
LINKX | BlackRock LifePath® Index 2030 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2030 |
LIJIX | BlackRock LifePath® Index 2035 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2035 |
LIJAX | BlackRock LifePath® Index 2035 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2035 |
LIJPX | BlackRock LifePath® Index 2035 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2035 |
LIJKX | BlackRock LifePath® Index 2035 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2035 |
LIKIX | BlackRock LifePath® Index 2040 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2040 |
LIKAX | BlackRock LifePath® Index 2040 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2040 |
LIKPX | BlackRock LifePath® Index 2040 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2040 |
LIKKX | BlackRock LifePath® Index 2040 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2040 |
LIHIX | BlackRock LifePath® Index 2045 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2045 |
LIHAX | BlackRock LifePath® Index 2045 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2045 |
LIHPX | BlackRock LifePath® Index 2045 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2045 |
LIHKX | BlackRock LifePath® Index 2045 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2045 |
LIPIX | BlackRock LifePath® Index 2050 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2050 |
LIPAX | BlackRock LifePath® Index 2050 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2050 |
LIPPX | BlackRock LifePath® Index 2050 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2050 |
LIPKX | BlackRock LifePath® Index 2050 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2050 |
LIVIX | BlackRock LifePath® Index 2055 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2055 |
LIVAX | BlackRock LifePath® Index 2055 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2055 |
LIVPX | BlackRock LifePath® Index 2055 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2055 |
LIVKX | BlackRock LifePath® Index 2055 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2055 |
LIZIX | BlackRock LifePath® Index 2060 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2060 |
LIZAX | BlackRock LifePath® Index 2060 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2060 |
LIZPX | BlackRock LifePath® Index 2060 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2060 |
LIZKX | BlackRock LifePath® Index 2060 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2060 |
LIWIX | BlackRock LifePath® Index 2065 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2065+ |
LIWAX | BlackRock LifePath® Index 2065 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2065+ |
LIWPX | BlackRock LifePath® Index 2065 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2065+ |
LIWKX | BlackRock LifePath® Index 2065 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2065+ |
FFEDX | Fidelity Freedom® Index 2025 Instl Prem | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2025 |
FQIFX | Fidelity Freedom® Index 2025 Investor | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2025 |
FLIPX | Fidelity Freedom® Index 2025 Premier | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2025 |
FFEGX | Fidelity Freedom® Index 2030 Instl Prem | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2030 |
FXIFX | Fidelity Freedom® Index 2030 Investor | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2030 |
FMKPX | Fidelity Freedom® Index 2030 Premier | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2030 |
FFEZX | Fidelity Freedom® Index 2035 Instl Prem | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2035 |
FIHFX | Fidelity Freedom® Index 2035 Investor | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2035 |
FNIPX | Fidelity Freedom® Index 2035 Premier | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2035 |
FFIZX | Fidelity Freedom® Index 2040 Instl Prem | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2040 |
FBIFX | Fidelity Freedom® Index 2040 Investor | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2040 |
FPIPX | Fidelity Freedom® Index 2040 Premier | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2040 |
FFOLX | Fidelity Freedom® Index 2045 Instl Prem | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2045 |
FIOFX | Fidelity Freedom® Index 2045 Investor | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2045 |
FQIPX | Fidelity Freedom® Index 2045 Premier | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2045 |
FFOPX | Fidelity Freedom® Index 2050 Instl Prem | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2050 |
FIPFX | Fidelity Freedom® Index 2050 Investor | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2050 |
FRLPX | Fidelity Freedom® Index 2050 Premier | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2050 |
FFLDX | Fidelity Freedom® Index 2055 Instl Prem | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2055 |
FDEWX | Fidelity Freedom® Index 2055 Investor | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2055 |
FTYPX | Fidelity Freedom® Index 2055 Premier | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2055 |
FFLEX | Fidelity Freedom® Index 2060 Instl Prem | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2060 |
FDKLX | Fidelity Freedom® Index 2060 Investor | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2060 |
FUIPX | Fidelity Freedom® Index 2060 Premier | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2060 |
FFIKX | Fidelity Freedom® Index 2065 Instl Prm | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2065+ |
FFIJX | Fidelity Freedom® Index 2065 Investor | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2065+ |
FVIPX | Fidelity Freedom® Index 2065 Premier | Owns companies we recommend for divestment | 50 | 44 | 76 | 69 | X | Target-Date 2065+ |
TLQHX | TIAA-CREF Lifecycle Index 2025 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2025 |
TLQIX | TIAA-CREF Lifecycle Index 2025 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2025 |
TLVPX | TIAA-CREF Lifecycle Index 2025 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2025 |
TLQRX | TIAA-CREF Lifecycle Index 2025 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2025 |
TLHHX | TIAA-CREF Lifecycle Index 2030 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2030 |
TLHIX | TIAA-CREF Lifecycle Index 2030 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2030 |
TLHPX | TIAA-CREF Lifecycle Index 2030 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2030 |
TLHRX | TIAA-CREF Lifecycle Index 2030 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2030 |
TLYHX | TIAA-CREF Lifecycle Index 2035 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2035 |
TLYIX | TIAA-CREF Lifecycle Index 2035 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2035 |
TLYPX | TIAA-CREF Lifecycle Index 2035 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2035 |
TLYRX | TIAA-CREF Lifecycle Index 2035 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2035 |
TLZHX | TIAA-CREF Lifecycle Index 2040 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2040 |
TLZIX | TIAA-CREF Lifecycle Index 2040 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2040 |
TLPRX | TIAA-CREF Lifecycle Index 2040 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2040 |
TLZRX | TIAA-CREF Lifecycle Index 2040 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2040 |
TLMHX | TIAA-CREF Lifecycle Index 2045 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2045 |
TLXIX | TIAA-CREF Lifecycle Index 2045 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2045 |
TLMPX | TIAA-CREF Lifecycle Index 2045 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2045 |
TLMRX | TIAA-CREF Lifecycle Index 2045 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2045 |
TLLHX | TIAA-CREF Lifecycle Index 2050 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2050 |
TLLIX | TIAA-CREF Lifecycle Index 2050 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2050 |
TLLPX | TIAA-CREF Lifecycle Index 2050 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2050 |
TLLRX | TIAA-CREF Lifecycle Index 2050 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2050 |
TTIHX | TIAA-CREF Lifecycle Index 2055 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2055 |
TTIIX | TIAA-CREF Lifecycle Index 2055 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2055 |
TTIPX | TIAA-CREF Lifecycle Index 2055 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2055 |
TTIRX | TIAA-CREF Lifecycle Index 2055 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2055 |
TVIHX | TIAA-CREF Lifecycle Index 2060 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2060 |
TVIIX | TIAA-CREF Lifecycle Index 2060 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2060 |
TVIPX | TIAA-CREF Lifecycle Index 2060 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2060 |
TVITX | TIAA-CREF Lifecycle Index 2060 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2060 |
TFIHX | TIAA-CREF Lifecycle Index 2065 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2065+ |
TFITX | TIAA-CREF Lifecycle Index 2065 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2065+ |
TFIPX | TIAA-CREF Lifecycle Index 2065 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2065+ |
TFIRX | TIAA-CREF Lifecycle Index 2065 Ret | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2065+ |
JSBSX | JPMorgan SmartRetirement® Blend 2065 I | Owns companies we recommend for divestment | 46 | 40 | 66 | 66 | X | Target-Date 2065+ |
JSBZX | JPMorgan SmartRetirement® Blend 2065 R2 | Owns companies we recommend for divestment | 46 | 40 | 66 | 66 | X | Target-Date 2065+ |
JSBPX | JPMorgan SmartRetirement® Blend 2065 R3 | Owns companies we recommend for divestment | 46 | 40 | 66 | 66 | X | Target-Date 2065+ |
JSBQX | JPMorgan SmartRetirement® Blend 2065 R4 | Owns companies we recommend for divestment | 46 | 40 | 66 | 66 | X | Target-Date 2065+ |
JSMDX | JPMorgan SmartRetirement® Blend 2065 R5 | Owns companies we recommend for divestment | 46 | 40 | 66 | 66 | X | Target-Date 2065+ |
JSBYX | JPMorgan SmartRetirement® Blend 2065 R6 | Owns companies we recommend for divestment | 46 | 40 | 66 | 66 | X | Target-Date 2065+ |
FJAHX | Fidelity Advisor Freedom® Blend 2025 A | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2025 |
FJAEX | Fidelity Advisor Freedom® Blend 2025 C | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2025 |
FJADX | Fidelity Advisor Freedom® Blend 2025 I | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2025 |
FJAGX | Fidelity Advisor Freedom® Blend 2025 M | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2025 |
FJABX | Fidelity Advisor Freedom® Blend 2025 Z | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2025 |
FHSPX | Fidelity Advisor Freedom® Blend 2025 Z6 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2025 |
FJAMX | Fidelity Advisor Freedom® Blend 2030 A | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2030 |
FJTMX | Fidelity Advisor Freedom® Blend 2030 C | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2030 |
FJEFX | Fidelity Advisor Freedom® Blend 2030 I | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2030 |
FTYJX | Fidelity Advisor Freedom® Blend 2030 M | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2030 |
FJLMX | Fidelity Advisor Freedom® Blend 2030 Z | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2030 |
FHRCX | Fidelity Advisor Freedom® Blend 2030 Z6 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2030 |
FHJGX | Fidelity Advisor Freedom® Blend 2035 A | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2035 |
FHVCX | Fidelity Advisor Freedom® Blend 2035 C | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2035 |
FHGDX | Fidelity Advisor Freedom® Blend 2035 I | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2035 |
FHBCX | Fidelity Advisor Freedom® Blend 2035 M | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2035 |
FHSDX | Fidelity Advisor Freedom® Blend 2035 Z | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2035 |
FHQCX | Fidelity Advisor Freedom® Blend 2035 Z6 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2035 |
FHDEX | Fidelity Advisor Freedom® Blend 2040 A | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2040 |
FHZEX | Fidelity Advisor Freedom® Blend 2040 C | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2040 |
FHJFX | Fidelity Advisor Freedom® Blend 2040 I | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2040 |
FHOEX | Fidelity Advisor Freedom® Blend 2040 M | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2040 |
FHHFX | Fidelity Advisor Freedom® Blend 2040 Z | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2040 |
FHOCX | Fidelity Advisor Freedom® Blend 2040 Z6 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2040 |
FHGFX | Fidelity Advisor Freedom® Blend 2045 A | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2045 |
FHDFX | Fidelity Advisor Freedom® Blend 2045 C | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2045 |
FHCFX | Fidelity Advisor Freedom® Blend 2045 I | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2045 |
FHEFX | Fidelity Advisor Freedom® Blend 2045 M | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2045 |
FHBFX | Fidelity Advisor Freedom® Blend 2045 Z | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2045 |
FHLCX | Fidelity Advisor Freedom® Blend 2045 Z6 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2045 |
FHJKX | Fidelity Advisor Freedom® Blend 2050 A | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2050 |
FHXEX | Fidelity Advisor Freedom® Blend 2050 C | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2050 |
FHWEX | Fidelity Advisor Freedom® Blend 2050 I | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2050 |
FHYEX | Fidelity Advisor Freedom® Blend 2050 M | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2050 |
FHVEX | Fidelity Advisor Freedom® Blend 2050 Z | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2050 |
FHJCX | Fidelity Advisor Freedom® Blend 2050 Z6 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2050 |
FHUEX | Fidelity Advisor Freedom® Blend 2055 A | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2055 |
FHREX | Fidelity Advisor Freedom® Blend 2055 C | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2055 |
FHQEX | Fidelity Advisor Freedom® Blend 2055 I | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2055 |
FHTEX | Fidelity Advisor Freedom® Blend 2055 M | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2055 |
FHPEX | Fidelity Advisor Freedom® Blend 2055 Z | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2055 |
FHGCX | Fidelity Advisor Freedom® Blend 2055 Z6 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2055 |
FHNEX | Fidelity Advisor Freedom® Blend 2060 A | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2060 |
FHLEX | Fidelity Advisor Freedom® Blend 2060 C | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2060 |
FHKEX | Fidelity Advisor Freedom® Blend 2060 I | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2060 |
FHMEX | Fidelity Advisor Freedom® Blend 2060 M | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2060 |
FHJEX | Fidelity Advisor Freedom® Blend 2060 Z | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2060 |
FHDCX | Fidelity Advisor Freedom® Blend 2060 Z6 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2060 |
FAZAX | Fidelity Advisor Freedom® Blend 2065 A | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2065+ |
FAXDX | Fidelity Advisor Freedom® Blend 2065 C | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2065+ |
FAXFX | Fidelity Advisor Freedom® Blend 2065 I | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2065+ |
FAXEX | Fidelity Advisor Freedom® Blend 2065 M | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2065+ |
FAXGX | Fidelity Advisor Freedom® Blend 2065 Z | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2065+ |
FAXHX | Fidelity Advisor Freedom® Blend 2065 Z6 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2065+ |
FHAUX | Fidelity Freedom® Blend 2025 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2025 |
FHBEX | Fidelity Freedom® Blend 2025 K | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2025 |
FHLDX | Fidelity Freedom® Blend 2025 K6 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2025 |
FHATX | Fidelity Freedom® Blend 2030 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2030 |
FHAEX | Fidelity Freedom® Blend 2030 K | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2030 |
FHKDX | Fidelity Freedom® Blend 2030 K6 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2030 |
FHASX | Fidelity Freedom® Blend 2035 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2035 |
FHZDX | Fidelity Freedom® Blend 2035 K | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2035 |
FHJDX | Fidelity Freedom® Blend 2035 K6 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2035 |
FHARX | Fidelity Freedom® Blend 2040 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2040 |
FHYDX | Fidelity Freedom® Blend 2040 K | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2040 |
FHHDX | Fidelity Freedom® Blend 2040 K6 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2040 |
FHAQX | Fidelity Freedom® Blend 2045 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2045 |
FHXDX | Fidelity Freedom® Blend 2045 K | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2045 |
FHFDX | Fidelity Freedom® Blend 2045 K6 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2045 |
FHAPX | Fidelity Freedom® Blend 2050 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2050 |
FHWDX | Fidelity Freedom® Blend 2050 K | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2050 |
FHEDX | Fidelity Freedom® Blend 2050 K6 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2050 |
FHAOX | Fidelity Freedom® Blend 2055 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2055 |
FHVDX | Fidelity Freedom® Blend 2055 K | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2055 |
FHDDX | Fidelity Freedom® Blend 2055 K6 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2055 |
FHANX | Fidelity Freedom® Blend 2060 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2060 |
FHTDX | Fidelity Freedom® Blend 2060 K | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2060 |
FHCDX | Fidelity Freedom® Blend 2060 K6 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2060 |
FFBSX | Fidelity Freedom® Blend 2065 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2065+ |
FFBKX | Fidelity Freedom® Blend 2065 K | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2065+ |
FFBQX | Fidelity Freedom® Blend 2065 K6 | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2065+ |
FFBNX | Fidelity Freedom® Blnd 2025 Premier | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2025 |
FFBPX | Fidelity Freedom® Blnd 2030 Premier | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2030 |
FFBRX | Fidelity Freedom® Blnd 2035 Premier | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2035 |
FFBTX | Fidelity Freedom® Blnd 2040 Premier | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2040 |
FFBUX | Fidelity Freedom® Blnd 2045 Premier | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2045 |
FFBWX | Fidelity Freedom® Blnd 2050 Premier | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2050 |
FFBZX | Fidelity Freedom® Blnd 2055 Premier | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2055 |
FFCBX | Fidelity Freedom® Blnd 2060 Premier | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2060 |
FFCHX | Fidelity Freedom® Blnd 2065 Premier | Owns companies we recommend for divestment | 44 | 35 | 63 | 58 | X | Target-Date 2065+ |
JRBEX | JPMorgan SmartRetirement® Blend 2030 I | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2030 |
JRBRX | JPMorgan SmartRetirement® Blend 2030 R2 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2030 |
JUTPX | JPMorgan SmartRetirement® Blend 2030 R3 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2030 |
JUTUX | JPMorgan SmartRetirement® Blend 2030 R4 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2030 |
JRBBX | JPMorgan SmartRetirement® Blend 2030 R5 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2030 |
JRBYX | JPMorgan SmartRetirement® Blend 2030 R6 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2030 |
JPSRX | JPMorgan SmartRetirement® Blend 2035 I | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2035 |
JPRRX | JPMorgan SmartRetirement® Blend 2035 R2 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2035 |
JPTLX | JPMorgan SmartRetirement® Blend 2035 R3 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2035 |
JPTKX | JPMorgan SmartRetirement® Blend 2035 R4 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2035 |
JPBRX | JPMorgan SmartRetirement® Blend 2035 R5 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2035 |
JPYRX | JPMorgan SmartRetirement® Blend 2035 R6 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2035 |
JOBEX | JPMorgan SmartRetirement® Blend 2040 I | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2040 |
JOBRX | JPMorgan SmartRetirement® Blend 2040 R2 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2040 |
JNTEX | JPMorgan SmartRetirement® Blend 2040 R3 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2040 |
JNTNX | JPMorgan SmartRetirement® Blend 2040 R4 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2040 |
JOBBX | JPMorgan SmartRetirement® Blend 2040 R5 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2040 |
JOBYX | JPMorgan SmartRetirement® Blend 2040 R6 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2040 |
JMSSX | JPMorgan SmartRetirement® Blend 2045 I | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2045 |
JNARX | JPMorgan SmartRetirement® Blend 2045 R2 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2045 |
JNTOX | JPMorgan SmartRetirement® Blend 2045 R3 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2045 |
JNTLX | JPMorgan SmartRetirement® Blend 2045 R4 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2045 |
JMBRX | JPMorgan SmartRetirement® Blend 2045 R5 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2045 |
JMYAX | JPMorgan SmartRetirement® Blend 2045 R6 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2045 |
JNEAX | JPMorgan SmartRetirement® Blend 2050 I | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2050 |
JNNRX | JPMorgan SmartRetirement® Blend 2050 R2 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2050 |
JNTKX | JPMorgan SmartRetirement® Blend 2050 R3 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2050 |
JNTPX | JPMorgan SmartRetirement® Blend 2050 R4 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2050 |
JNABX | JPMorgan SmartRetirement® Blend 2050 R5 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2050 |
JNYAX | JPMorgan SmartRetirement® Blend 2050 R6 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2050 |
JPTBX | JPMorgan SmartRetirement® Blend 2055 I | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2055 |
JTRBX | JPMorgan SmartRetirement® Blend 2055 R2 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2055 |
JTTUX | JPMorgan SmartRetirement® Blend 2055 R3 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2055 |
JTTLX | JPMorgan SmartRetirement® Blend 2055 R4 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2055 |
JTBBX | JPMorgan SmartRetirement® Blend 2055 R5 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2055 |
JTYBX | JPMorgan SmartRetirement® Blend 2055 R6 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2055 |
JACSX | JPMorgan SmartRetirement® Blend 2060 I | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2060 |
JATPX | JPMorgan SmartRetirement® Blend 2060 R2 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2060 |
JATQX | JPMorgan SmartRetirement® Blend 2060 R3 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2060 |
JATUX | JPMorgan SmartRetirement® Blend 2060 R4 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2060 |
JAABX | JPMorgan SmartRetirement® Blend 2060 R5 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2060 |
JAAYX | JPMorgan SmartRetirement® Blend 2060 R6 | Owns companies we recommend for divestment | 42 | 39 | 63 | 62 | X | Target-Date 2060 |
DFWIX | DFA World ex US Core Equity Instl | Owns companies we recommend for divestment | 39 | 12 | 72 | 17 | X | Foreign Large Blend |
SSGVX | State Street Glb All Cap Eq ex-US Idx | Owns companies we recommend for divestment | 39 | 11 | 70 | 15 | X | Foreign Large Blend |
VXUS | Vanguard Total International Stock ETF | Owns companies we recommend for divestment | 39 | 11 | 65 | 14 | X | Foreign Large Blend |
VTISX | Vanguard Total Intl Stock Idx Instl Sel | Owns companies we recommend for divestment | 39 | 11 | 65 | 14 | X | Foreign Large Blend |
VTPSX | Vanguard Total Intl Stock Idx InstlPls | Owns companies we recommend for divestment | 39 | 11 | 65 | 14 | X | Foreign Large Blend |
VTIAX | Vanguard Total Intl Stock Index Admiral | Owns companies we recommend for divestment | 39 | 11 | 65 | 14 | X | Foreign Large Blend |
VTSNX | Vanguard Total Intl Stock Index I | Owns companies we recommend for divestment | 39 | 11 | 65 | 14 | X | Foreign Large Blend |
VGTSX | Vanguard Total Intl Stock Index Inv | Owns companies we recommend for divestment | 39 | 11 | 65 | 14 | X | Foreign Large Blend |
DFIEX | DFA International Core Equity I | Owns companies we recommend for divestment | 38 | 12 | 65 | 17 | X | Foreign Large Blend |
DFAX | Dimensional World ex US Core Eq 2 ETF | Owns companies we recommend for divestment | 38 | 9 | 73 | 17 | X | Foreign Large Blend |
FFTWX | Fidelity Freedom® 2025 | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2025 |
FSNPX | Fidelity Freedom® 2025 K | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2025 |
FDTKX | Fidelity Freedom® 2025 K6 | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2025 |
FFFEX | Fidelity Freedom® 2030 | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2030 |
FSNQX | Fidelity Freedom® 2030 K | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2030 |
FGTKX | Fidelity Freedom® 2030 K6 | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2030 |
FFTHX | Fidelity Freedom® 2035 | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2035 |
FSNUX | Fidelity Freedom® 2035 K | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2035 |
FWTKX | Fidelity Freedom® 2035 K6 | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2035 |
FFFFX | Fidelity Freedom® 2040 | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2040 |
FSNVX | Fidelity Freedom® 2040 K | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2040 |
FHTKX | Fidelity Freedom® 2040 K6 | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2040 |
FFFGX | Fidelity Freedom® 2045 | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2045 |
FSNZX | Fidelity Freedom® 2045 K | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2045 |
FJTKX | Fidelity Freedom® 2045 K6 | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2045 |
FFFHX | Fidelity Freedom® 2050 | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2050 |
FNSBX | Fidelity Freedom® 2050 K | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2050 |
FZTKX | Fidelity Freedom® 2050 K6 | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2050 |
FDEEX | Fidelity Freedom® 2055 | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2055 |
FNSDX | Fidelity Freedom® 2055 K | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2055 |
FCTKX | Fidelity Freedom® 2055 K6 | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2055 |
FDKVX | Fidelity Freedom® 2060 | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2060 |
FNSFX | Fidelity Freedom® 2060 K | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2060 |
FVTKX | Fidelity Freedom® 2060 K6 | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2060 |
FFSFX | Fidelity Freedom® 2065 | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2065+ |
FFSDX | Fidelity Freedom® 2065 K | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2065+ |
FFSZX | Fidelity Freedom® 2065 K6 | Owns companies we recommend for divestment | 38 | 40 | 49 | 59 | X | Target-Date 2065+ |
ADTAX | Allspring Dynamic Target 2065 A | Owns companies we recommend for divestment | 37 | 35 | 59 | 55 | X | Target-Date 2065+ |
ADTDX | Allspring Dynamic Target 2065 Admin | Owns companies we recommend for divestment | 37 | 35 | 59 | 55 | X | Target-Date 2065+ |
ADTCX | Allspring Dynamic Target 2065 C | Owns companies we recommend for divestment | 37 | 35 | 59 | 55 | X | Target-Date 2065+ |
ADTYX | Allspring Dynamic Target 2065 R4 | Owns companies we recommend for divestment | 37 | 35 | 59 | 55 | X | Target-Date 2065+ |
ADTZX | Allspring Dynamic Target 2065 R6 | Owns companies we recommend for divestment | 37 | 35 | 59 | 55 | X | Target-Date 2065+ |
DFVQX | DFA International Vector Equity I | Owns companies we recommend for divestment | 37 | 12 | 63 | 17 | X | Foreign Small/Mid Value |
VTMGX | Vanguard Developed Markets Index Admiral | Owns companies we recommend for divestment | 36 | 11 | 60 | 14 | X | Foreign Large Blend |
VDIPX | Vanguard Developed Markets Index Ins Pls | Owns companies we recommend for divestment | 36 | 11 | 60 | 14 | X | Foreign Large Blend |
VTMNX | Vanguard Developed Markets Index Instl | Owns companies we recommend for divestment | 36 | 11 | 60 | 14 | X | Foreign Large Blend |
VDVIX | Vanguard Developed Markets Index Inv | Owns companies we recommend for divestment | 36 | 11 | 60 | 14 | X | Foreign Large Blend |
VEA | Vanguard FTSE Developed Markets ETF | Owns companies we recommend for divestment | 36 | 11 | 60 | 14 | X | Foreign Large Blend |
IEFA | iShares Core MSCI EAFE ETF | Owns companies we recommend for divestment | 35 | 10 | 53 | 13 | X | Foreign Large Blend |
ACWI | iShares MSCI ACWI ETF | Owns companies we recommend for divestment | 35 | 30 | 59 | 50 | X | Global Large-Stock Blend |
DFIC | Dimensional International Core Eq 2 ETF | Owns companies we recommend for divestment | 34 | 8 | 58 | 15 | X | Foreign Large Blend |
URTH | iShares MSCI World ETF | Owns companies we recommend for divestment | 34 | 30 | 56 | 50 | X | Global Large-Stock Blend |
VBIAX | Vanguard Balanced Index Adm | Owns companies we recommend for divestment | 34 | 35 | 43 | 54 | X | Allocation--50% to 70% Equity |
VBAIX | Vanguard Balanced Index I | Owns companies we recommend for divestment | 34 | 35 | 43 | 54 | X | Allocation--50% to 70% Equity |
VBINX | Vanguard Balanced Index Inv | Owns companies we recommend for divestment | 34 | 35 | 43 | 54 | X | Allocation--50% to 70% Equity |
VITNX | Vanguard Instl Ttl Stk Mkt Idx I | Owns companies we recommend for divestment | 34 | 35 | 43 | 54 | X | Large Blend |
VITPX | Vanguard Instl Ttl Stk Mkt Idx InstlPls | Owns companies we recommend for divestment | 34 | 35 | 43 | 54 | X | Large Blend |
VTI | Vanguard Total Stock Market ETF | Owns companies we recommend for divestment | 34 | 35 | 43 | 55 | X | Large Blend |
VITSX | Vanguard Total Stock Market Idx I | Owns companies we recommend for divestment | 34 | 35 | 43 | 55 | X | Large Blend |
VTSAX | Vanguard Total Stock Mkt Idx Adm | Owns companies we recommend for divestment | 34 | 35 | 43 | 55 | X | Large Blend |
VSMPX | Vanguard Total Stock Mkt Idx Instl Pls | Owns companies we recommend for divestment | 34 | 35 | 43 | 55 | X | Large Blend |
VSTSX | Vanguard Total Stock Mkt Idx Instl Sel | Owns companies we recommend for divestment | 34 | 35 | 43 | 55 | X | Large Blend |
VTSMX | Vanguard Total Stock Mkt Idx Inv | Owns companies we recommend for divestment | 34 | 35 | 43 | 55 | X | Large Blend |
FCFMX | Fidelity® Series Total Market Index | Owns companies we recommend for divestment | 33 | 36 | 43 | 56 | X | Large Blend |
FSKAX | Fidelity® Total Market Index | Owns companies we recommend for divestment | 33 | 35 | 43 | 54 | X | Large Blend |
ITOT | iShares Core S&P Total US Stock Mkt ETF | Owns companies we recommend for divestment | 33 | 35 | 43 | 56 | X | Large Blend |
TOK | iShares MSCI Kokusai ETF | Owns companies we recommend for divestment | 33 | 30 | 49 | 47 | X | Global Large-Stock Blend |
SWTSX | Schwab Total Stock Market Index | Owns companies we recommend for divestment | 33 | 34 | 42 | 54 | X | Large Blend |
DFAI | Dimensional International Cr Eq Mkt ETF | Owns companies we recommend for divestment | 32 | 9 | 54 | 14 | X | Foreign Large Blend |
FTIHX | Fidelity® Total International Index | Owns companies we recommend for divestment | 32 | 9 | 57 | 13 | X | Foreign Large Blend |
IWV | iShares Russell 3000 ETF | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
BITSX | iShares Total US Stock Market Idx Instl | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
BASMX | iShares Total US Stock Market Idx Inv A | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
BKTSX | iShares Total US Stock Market Idx K | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
| JNL/Mellon World Index A | Owns companies we recommend for divestment | 32 | 28 | 57 | 48 | X | Global Large-Stock Blend |
| JNL/Mellon World Index I | Owns companies we recommend for divestment | 32 | 28 | 57 | 48 | X | Global Large-Stock Blend |
TEIHX | TIAA-CREF Equity Index Advisor | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
TIEIX | TIAA-CREF Equity Index Instl | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
TCEPX | TIAA-CREF Equity Index Premier | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
TIQRX | TIAA-CREF Equity Index R | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
TINRX | TIAA-CREF Equity Index Retail | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
TEQWX | TIAA-CREF Equity Index W | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
VTHR | Vanguard Russell 3000 ETF | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
VRTTX | Vanguard Russell 3000 Index I | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
DSCLX | DFA International Social Cor Eq Instl | Owns companies we recommend for divestment | 31 | 8 | 51 | 15 | X | Foreign Large Blend |
DFAU | Dimensional US Core Equity Market ETF | Owns companies we recommend for divestment | 31 | 32 | 43 | 53 | X | Large Blend |
DFUS | Dimensional US Equity ETF | Owns companies we recommend for divestment | 31 | 33 | 43 | 52 | X | Large Blend |
DFAC | Dimensional US Core Equity 2 ETF | Owns companies we recommend for divestment | 30 | 32 | 42 | 52 | X | Large Blend |
FZROX | Fidelity® ZERO Total Market Index | Owns companies we recommend for divestment | 30 | 33 | 40 | 53 | X | Large Blend |
SCHB | Schwab US Broad Market ETF™ | Owns companies we recommend for divestment | 30 | 33 | 39 | 53 | X | Large Blend |
DFEOX | DFA US Core Equity 1 I | Owns companies we recommend for divestment | 29 | 31 | 41 | 51 | X | Large Blend |
DFQTX | DFA US Core Equity 2 I | Owns companies we recommend for divestment | 29 | 31 | 41 | 51 | X | Large Blend |
DFVEX | DFA US Vector Equity I | Owns companies we recommend for divestment | 28 | 31 | 39 | 51 | X | Mid-Cap Value |
FZILX | Fidelity® ZERO International Index | Owns companies we recommend for divestment | 28 | 7 | 48 | 13 | X | Foreign Large Blend |
| JNL/DFA US Core Equity A | Owns companies we recommend for divestment | 28 | 30 | 40 | 50 | X | Large Blend |
| JNL/DFA US Core Equity I | Owns companies we recommend for divestment | 28 | 30 | 40 | 50 | X | Large Blend |
FNDB | Schwab Fundamental US Broad Market ETF | Owns companies we recommend for divestment | 28 | 32 | 36 | 50 | X | Large Value |
QWLD | SPDR® MSCI World StrategicFactors ETF | Owns companies we recommend for divestment | 28 | 30 | 47 | 43 | X | Global Large-Stock Blend |
VEU | Vanguard FTSE All-Wld ex-US ETF | Owns companies we recommend for divestment | 27 | 7 | 47 | 13 | X | Foreign Large Blend |
VFWAX | Vanguard FTSE All-Wld ex-US Idx Admiral | Owns companies we recommend for divestment | 27 | 7 | 47 | 13 | X | Foreign Large Blend |
VFWPX | Vanguard FTSE All-Wld ex-US Idx Ins Plus | Owns companies we recommend for divestment | 27 | 7 | 47 | 13 | X | Foreign Large Blend |
VFWSX | Vanguard FTSE All-Wld ex-US Idx Instl | Owns companies we recommend for divestment | 27 | 7 | 47 | 13 | X | Foreign Large Blend |
IXUS | iShares Core MSCI Total Intl Stk ETF | Owns companies we recommend for divestment | 26 | 9 | 49 | 13 | X | Foreign Large Blend |
EIS | iShares MSCI Israel ETF | Owns companies we recommend for divestment | 26 | 2 | 33 | 2 | X | Miscellaneous Region |
FALCX | Strategic Advisers® Large Cap | Owns companies we recommend for divestment | 26 | 31 | 36 | 47 | X | Large Blend |
POMIX | T. Rowe Price Total Equity Market Idx | Owns companies we recommend for divestment | 26 | 28 | 35 | 45 | X | Large Blend |
GUSA | Goldman Sachs MarketBeta US 1000 Eq ETF | Owns companies we recommend for divestment | 25 | 28 | 34 | 45 | X | Large Blend |
EQAL | Invesco Russell 1000 Equal Weight ETF | Owns companies we recommend for divestment | 25 | 27 | 33 | 43 | X | Mid-Cap Blend |
IDEV | iShares Core MSCI Intl Dev Mkts ETF | Owns companies we recommend for divestment | 25 | 8 | 42 | 13 | X | Foreign Large Blend |
IYY | iShares Dow Jones US ETF | Owns companies we recommend for divestment | 25 | 28 | 34 | 45 | X | Large Blend |
IWB | iShares Russell 1000 ETF | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
BRGNX | iShares Russell 1000 Large-Cap Idx Instl | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
BRGAX | iShares Russell 1000 Large-Cap Idx Inv A | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
BRGKX | iShares Russell 1000 Large-Cap Idx K | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
| JNL/Mellon US Stock Market Index A | Owns companies we recommend for divestment | 25 | 28 | 37 | 46 | X | Large Blend |
| JNL/Mellon US Stock Market Index I | Owns companies we recommend for divestment | 25 | 28 | 37 | 46 | X | Large Blend |
JSMEX | JPMorgan SmartRetirement 2065 A | Owns companies we recommend for divestment | 25 | 28 | 37 | 49 | X | Target-Date 2065+ |
JSMHX | JPMorgan SmartRetirement 2065 C | Owns companies we recommend for divestment | 25 | 28 | 37 | 49 | X | Target-Date 2065+ |
JSMJX | JPMorgan SmartRetirement 2065 I | Owns companies we recommend for divestment | 25 | 28 | 37 | 49 | X | Target-Date 2065+ |
JSMKX | JPMorgan SmartRetirement 2065 R2 | Owns companies we recommend for divestment | 25 | 28 | 37 | 49 | X | Target-Date 2065+ |
JSMPX | JPMorgan SmartRetirement 2065 R3 | Owns companies we recommend for divestment | 25 | 28 | 37 | 49 | X | Target-Date 2065+ |
JSMLX | JPMorgan SmartRetirement 2065 R4 | Owns companies we recommend for divestment | 25 | 28 | 37 | 49 | X | Target-Date 2065+ |
JSMMX | JPMorgan SmartRetirement 2065 R5 | Owns companies we recommend for divestment | 25 | 28 | 37 | 49 | X | Target-Date 2065+ |
JSMOX | JPMorgan SmartRetirement 2065 R6 | Owns companies we recommend for divestment | 25 | 28 | 37 | 49 | X | Target-Date 2065+ |
SCHK | Schwab 1000 ETF | Owns companies we recommend for divestment | 25 | 28 | 34 | 45 | X | Large Blend |
SNXFX | Schwab 1000 Index® | Owns companies we recommend for divestment | 25 | 28 | 34 | 45 | X | Large Blend |
LCIAX | SEI Large Cap Index A (SIIT) | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
SLGFX | SEI Large Cap Index F (SIMT) | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
SPTM | SPDR® Port S&P 1500 Comps Stk Mkt ETF | Owns companies we recommend for divestment | 25 | 30 | 37 | 47 | X | Large Blend |
SPDW | SPDR® Portfolio Developed Wld ex-US ETF | Owns companies we recommend for divestment | 25 | 9 | 43 | 14 | X | Foreign Large Blend |
MMTM | SPDR® S&P 1500 Momentum Tilt ETF | Owns companies we recommend for divestment | 25 | 30 | 36 | 47 | X | Large Growth |
VLU | SPDR® S&P 1500 Value Tilt ETF | Owns companies we recommend for divestment | 25 | 30 | 37 | 47 | X | Large Value |
VONE | Vanguard Russell 1000 ETF | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
VRNIX | Vanguard Russell 1000 Index I | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
AAGTX | American Funds 2040 Trgt Date Retire A | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
CCGTX | American Funds 2040 Trgt Date Retire C | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
FAUTX | American Funds 2040 Trgt Date Retire F1 | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
FBGTX | American Funds 2040 Trgt Date Retire F2 | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
FCGTX | American Funds 2040 Trgt Date Retire F3 | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
RAKTX | American Funds 2040 Trgt Date Retire R1 | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
RBKTX | American Funds 2040 Trgt Date Retire R2 | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
RBEKX | American Funds 2040 Trgt Date Retire R2E | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
RCKTX | American Funds 2040 Trgt Date Retire R3 | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
RDGTX | American Funds 2040 Trgt Date Retire R4 | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
REGTX | American Funds 2040 Trgt Date Retire R5 | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
RHGTX | American Funds 2040 Trgt Date Retire R5E | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
RFGTX | American Funds 2040 Trgt Date Retire R6 | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
BBVLX | Bridge Builder Large Cap Value | Owns companies we recommend for divestment | 24 | 26 | 31 | 42 | X | Large Value |
DFALX | DFA Large Cap International I | Owns companies we recommend for divestment | 24 | 9 | 41 | 17 | X | Foreign Large Blend |
PRF | Invesco FTSE RAFI US 1000 ETF | Owns companies we recommend for divestment | 24 | 27 | 31 | 43 | X | Large Value |
| JNL/DFA International Core Equity A | Owns companies we recommend for divestment | 24 | 8 | 35 | 16 | X | Foreign Large Blend |
| JNL/DFA International Core Equity I | Owns companies we recommend for divestment | 24 | 8 | 35 | 16 | X | Foreign Large Blend |
| JNL/RAFI® Multi-Factor US Eq A | Owns companies we recommend for divestment | 24 | 19 | 27 | 32 | X | Large Value |
| JNL/RAFI® Multi-Factor US Eq I | Owns companies we recommend for divestment | 24 | 19 | 27 | 32 | X | Large Value |
MFUS | PIMCO RAFI Dyn Multi-Factor US Eq ETF | Owns companies we recommend for divestment | 24 | 19 | 27 | 32 | X | Large Value |
SCHF | Schwab International Equity ETF™ | Owns companies we recommend for divestment | 24 | 7 | 40 | 13 | X | Foreign Large Blend |
ONEO | SPDR® Russell 1000 Momentum Focus ETF | Owns companies we recommend for divestment | 24 | 26 | 33 | 42 | X | Mid-Cap Blend |
TRRHX | T. Rowe Price Retirement 2025 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2025 |
PARJX | T. Rowe Price Retirement 2025 Advisor | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2025 |
RRTNX | T. Rowe Price Retirement 2025 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2025 |
TRRCX | T. Rowe Price Retirement 2030 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2030 |
PARCX | T. Rowe Price Retirement 2030 Advisor | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2030 |
RRTCX | T. Rowe Price Retirement 2030 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2030 |
TRRJX | T. Rowe Price Retirement 2035 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2035 |
PARKX | T. Rowe Price Retirement 2035 Advisor | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2035 |
RRTPX | T. Rowe Price Retirement 2035 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2035 |
TRRDX | T. Rowe Price Retirement 2040 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2040 |
PARDX | T. Rowe Price Retirement 2040 Advisor | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2040 |
RRTDX | T. Rowe Price Retirement 2040 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2040 |
TRRKX | T. Rowe Price Retirement 2045 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2045 |
PARLX | T. Rowe Price Retirement 2045 Advisor | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2045 |
RRTRX | T. Rowe Price Retirement 2045 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2045 |
TRRMX | T. Rowe Price Retirement 2050 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2050 |
PARFX | T. Rowe Price Retirement 2050 Advisor | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2050 |
RRTFX | T. Rowe Price Retirement 2050 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2050 |
TRRNX | T. Rowe Price Retirement 2055 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2055 |
PAROX | T. Rowe Price Retirement 2055 Advisor | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2055 |
RRTVX | T. Rowe Price Retirement 2055 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2055 |
TRRLX | T. Rowe Price Retirement 2060 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2060 |
TRRYX | T. Rowe Price Retirement 2060 Advisor | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2060 |
TRRZX | T. Rowe Price Retirement 2060 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2060 |
TRSJX | T. Rowe Price Retirement 2065 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2065+ |
PASUX | T. Rowe Price Retirement 2065 Advisor | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2065+ |
RRSUX | T. Rowe Price Retirement 2065 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2065+ |
TRPHX | T. Rowe Price Retirement I 2025 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2025 |
TRPCX | T. Rowe Price Retirement I 2030 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2030 |
TRPJX | T. Rowe Price Retirement I 2035 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2035 |
TRPDX | T. Rowe Price Retirement I 2040 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2040 |
TRPKX | T. Rowe Price Retirement I 2045 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2045 |
TRPMX | T. Rowe Price Retirement I 2050 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2050 |
TRPNX | T. Rowe Price Retirement I 2055 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2055 |
TRPLX | T. Rowe Price Retirement I 2060 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2060 |
TRFKX | T. Rowe Price Retirement I 2065 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2065+ |
VTCLX | Vanguard Tax-Managed Capital App Adm | Owns companies we recommend for divestment | 24 | 27 | 34 | 43 | X | Large Blend |
VTCIX | Vanguard Tax-Managed Capital App I | Owns companies we recommend for divestment | 24 | 27 | 34 | 43 | X | Large Blend |
AAETX | American Funds 2030 Trgt Date Retire A | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
CCETX | American Funds 2030 Trgt Date Retire C | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
FAETX | American Funds 2030 Trgt Date Retire F1 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
FBETX | American Funds 2030 Trgt Date Retire F2 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
FCETX | American Funds 2030 Trgt Date Retire F3 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
RAETX | American Funds 2030 Trgt Date Retire R1 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
RBETX | American Funds 2030 Trgt Date Retire R2 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
RBEEX | American Funds 2030 Trgt Date Retire R2E | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
RCETX | American Funds 2030 Trgt Date Retire R3 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
RDETX | American Funds 2030 Trgt Date Retire R4 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
REETX | American Funds 2030 Trgt Date Retire R5 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
RHETX | American Funds 2030 Trgt Date Retire R5E | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
RFETX | American Funds 2030 Trgt Date Retire R6 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
AAFTX | American Funds 2035 Trgt Date Retire A | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
CCFTX | American Funds 2035 Trgt Date Retire C | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
FAQTX | American Funds 2035 Trgt Date Retire F1 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
FBFTX | American Funds 2035 Trgt Date Retire F2 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
FDFTX | American Funds 2035 Trgt Date Retire F3 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
RAFTX | American Funds 2035 Trgt Date Retire R1 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
RBFTX | American Funds 2035 Trgt Date Retire R2 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
RBEFX | American Funds 2035 Trgt Date Retire R2E | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
RCFTX | American Funds 2035 Trgt Date Retire R3 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
RDFTX | American Funds 2035 Trgt Date Retire R4 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
REFTX | American Funds 2035 Trgt Date Retire R5 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
RHFTX | American Funds 2035 Trgt Date Retire R5E | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
RFFTX | American Funds 2035 Trgt Date Retire R6 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
PBDM | Invesco PureBeta FTSE Dev ex-NrthAmr ETF | Owns companies we recommend for divestment | 23 | 6 | 41 | 12 | X | Foreign Large Blend |
SPGM | SPDR® Portfolio MSCI Global Stk Mkt ETF | Owns companies we recommend for divestment | 23 | 24 | 47 | 36 | X | Global Large-Stock Blend |
ISRA | VanEck Israel ETF | Owns companies we recommend for divestment | 23 | 1 | 30 | 1 | X | Miscellaneous Region |
VGIAX | Vanguard Growth & Income Adm | Owns companies we recommend for divestment | 23 | 27 | 36 | 42 | X | Large Blend |
VQNPX | Vanguard Growth & Income Inv | Owns companies we recommend for divestment | 23 | 27 | 36 | 42 | X | Large Blend |
AAHTX | American Funds 2045 Trgt Date Retire A | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
CCHTX | American Funds 2045 Trgt Date Retire C | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
FATTX | American Funds 2045 Trgt Date Retire F1 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
FBHTX | American Funds 2045 Trgt Date Retire F2 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
FCHTX | American Funds 2045 Trgt Date Retire F3 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
RAHTX | American Funds 2045 Trgt Date Retire R1 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
RBHTX | American Funds 2045 Trgt Date Retire R2 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
RBHHX | American Funds 2045 Trgt Date Retire R2E | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
RCHTX | American Funds 2045 Trgt Date Retire R3 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
RDHTX | American Funds 2045 Trgt Date Retire R4 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
REHTX | American Funds 2045 Trgt Date Retire R5 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
RHHTX | American Funds 2045 Trgt Date Retire R5E | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
RFHTX | American Funds 2045 Trgt Date Retire R6 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
AALTX | American Funds 2050 Trgt Date Retire A | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
CCITX | American Funds 2050 Trgt Date Retire C | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
FAITX | American Funds 2050 Trgt Date Retire F1 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
FBITX | American Funds 2050 Trgt Date Retire F2 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
DITFX | American Funds 2050 Trgt Date Retire F3 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
RAITX | American Funds 2050 Trgt Date Retire R1 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
RBITX | American Funds 2050 Trgt Date Retire R2 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
RBHEX | American Funds 2050 Trgt Date Retire R2E | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
RCITX | American Funds 2050 Trgt Date Retire R3 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
RDITX | American Funds 2050 Trgt Date Retire R4 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
REITX | American Funds 2050 Trgt Date Retire R5 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
RHITX | American Funds 2050 Trgt Date Retire R5E | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
RFITX | American Funds 2050 Trgt Date Retire R6 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
AAMTX | American Funds 2055 Trgt Date Retire A | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
CCJTX | American Funds 2055 Trgt Date Retire C | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
FAJTX | American Funds 2055 Trgt Date Retire F1 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
FBJTX | American Funds 2055 Trgt Date Retire F2 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
FCJTX | American Funds 2055 Trgt Date Retire F3 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
RAMTX | American Funds 2055 Trgt Date Retire R1 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
RBMTX | American Funds 2055 Trgt Date Retire R2 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
RBEMX | American Funds 2055 Trgt Date Retire R2E | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
RCMTX | American Funds 2055 Trgt Date Retire R3 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
RDJTX | American Funds 2055 Trgt Date Retire R4 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
REKTX | American Funds 2055 Trgt Date Retire R5 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
RHJTX | American Funds 2055 Trgt Date Retire R5E | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
RFKTX | American Funds 2055 Trgt Date Retire R6 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
AANTX | American Funds 2060 Trgt Date Retire A | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
CCKTX | American Funds 2060 Trgt Date Retire C | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
FAWTX | American Funds 2060 Trgt Date Retire F1 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
FBKTX | American Funds 2060 Trgt Date Retire F2 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
FCKTX | American Funds 2060 Trgt Date Retire F3 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
RANTX | American Funds 2060 Trgt Date Retire R1 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
RBNTX | American Funds 2060 Trgt Date Retire R2 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
RBENX | American Funds 2060 Trgt Date Retire R2E | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
RCNTX | American Funds 2060 Trgt Date Retire R3 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
RDKTX | American Funds 2060 Trgt Date Retire R4 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
REMTX | American Funds 2060 Trgt Date Retire R5 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
RHKTX | American Funds 2060 Trgt Date Retire R5E | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
RFUTX | American Funds 2060 Trgt Date Retire R6 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
AAOTX | American Funds 2065 Trgt Date Retire A | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
CCLTX | American Funds 2065 Trgt Date Retire C | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
FAXTX | American Funds 2065 Trgt Date Retire F1 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
FBMTX | American Funds 2065 Trgt Date Retire F2 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
FCQTX | American Funds 2065 Trgt Date Retire F3 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
RAQTX | American Funds 2065 Trgt Date Retire R1 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
RBOTX | American Funds 2065 Trgt Date Retire R2 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
RBEOX | American Funds 2065 Trgt Date Retire R2E | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
RCPTX | American Funds 2065 Trgt Date Retire R3 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
RDLTX | American Funds 2065 Trgt Date Retire R4 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
REOTX | American Funds 2065 Trgt Date Retire R5 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
RHLTX | American Funds 2065 Trgt Date Retire R5E | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
RFVTX | American Funds 2065 Trgt Date Retire R6 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
FLCOX | Fidelity® Large Cap Value Index | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
FSISX | Fidelity® SAI International Sm Cp Idx | Owns companies we recommend for divestment | 22 | 4 | 30 | 1 | X | Foreign Small/Mid Blend |
FIOOX | Fidelity® Series Large Cap Value Index | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
IWD | iShares Russell 1000 Value ETF | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
SRJAX | JPMorgan SmartRetirement® 2035 A | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2035 |
SRJCX | JPMorgan SmartRetirement® 2035 C | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2035 |
SRJSX | JPMorgan SmartRetirement® 2035 I | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2035 |
SRJZX | JPMorgan SmartRetirement® 2035 R2 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2035 |
SRJPX | JPMorgan SmartRetirement® 2035 R3 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2035 |
SRJQX | JPMorgan SmartRetirement® 2035 R4 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2035 |
SRJIX | JPMorgan SmartRetirement® 2035 R5 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2035 |
SRJYX | JPMorgan SmartRetirement® 2035 R6 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2035 |
SMTAX | JPMorgan SmartRetirement® 2040 A | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2040 |
SMTCX | JPMorgan SmartRetirement® 2040 C | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2040 |
SMTSX | JPMorgan SmartRetirement® 2040 I | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2040 |
SMTZX | JPMorgan SmartRetirement® 2040 R2 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2040 |
SMTPX | JPMorgan SmartRetirement® 2040 R3 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2040 |
SMTQX | JPMorgan SmartRetirement® 2040 R4 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2040 |
SMTIX | JPMorgan SmartRetirement® 2040 R5 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2040 |
SMTYX | JPMorgan SmartRetirement® 2040 R6 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2040 |
JSAAX | JPMorgan SmartRetirement® 2045 A | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2045 |
JSACX | JPMorgan SmartRetirement® 2045 C | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2045 |
JSASX | JPMorgan SmartRetirement® 2045 I | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2045 |
JSAZX | JPMorgan SmartRetirement® 2045 R2 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2045 |
JSAPX | JPMorgan SmartRetirement® 2045 R3 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2045 |
JSAQX | JPMorgan SmartRetirement® 2045 R4 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2045 |
JSAIX | JPMorgan SmartRetirement® 2045 R5 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2045 |
JSAYX | JPMorgan SmartRetirement® 2045 R6 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2045 |
JTSAX | JPMorgan SmartRetirement® 2050 A | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2050 |
JTSCX | JPMorgan SmartRetirement® 2050 C | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2050 |
JTSSX | JPMorgan SmartRetirement® 2050 I | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2050 |
JTSZX | JPMorgan SmartRetirement® 2050 R2 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2050 |
JTSPX | JPMorgan SmartRetirement® 2050 R3 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2050 |
JTSQX | JPMorgan SmartRetirement® 2050 R4 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2050 |
JTSIX | JPMorgan SmartRetirement® 2050 R5 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2050 |
JTSYX | JPMorgan SmartRetirement® 2050 R6 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2050 |
JFFAX | JPMorgan SmartRetirement® 2055 A | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2055 |
JFFCX | JPMorgan SmartRetirement® 2055 C | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2055 |
JFFSX | JPMorgan SmartRetirement® 2055 I | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2055 |
JFFRX | JPMorgan SmartRetirement® 2055 R2 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2055 |
JFFPX | JPMorgan SmartRetirement® 2055 R3 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2055 |
JFFQX | JPMorgan SmartRetirement® 2055 R4 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2055 |
JFFIX | JPMorgan SmartRetirement® 2055 R5 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2055 |
JFFYX | JPMorgan SmartRetirement® 2055 R6 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2055 |
JAKAX | JPMorgan SmartRetirement® 2060 A | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2060 |
JAKCX | JPMorgan SmartRetirement® 2060 C | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2060 |
JAKSX | JPMorgan SmartRetirement® 2060 I | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2060 |
JAKZX | JPMorgan SmartRetirement® 2060 R2 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2060 |
JAKPX | JPMorgan SmartRetirement® 2060 R3 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2060 |
JAKQX | JPMorgan SmartRetirement® 2060 R4 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2060 |
JAKIX | JPMorgan SmartRetirement® 2060 R5 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2060 |
JAKYX | JPMorgan SmartRetirement® 2060 R6 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2060 |
PLVIX | Principal Large Cap Value III Inst | Owns companies we recommend for divestment | 22 | 25 | 28 | 39 | X | Large Value |
PLVJX | Principal Large Cap Value III J | Owns companies we recommend for divestment | 22 | 25 | 28 | 39 | X | Large Value |
PESAX | Principal Large Cap Value III R1 | Owns companies we recommend for divestment | 22 | 25 | 28 | 39 | X | Large Value |
PPSFX | Principal Large Cap Value III R3 | Owns companies we recommend for divestment | 22 | 25 | 28 | 39 | X | Large Value |
PPSSX | Principal Large Cap Value III R4 | Owns companies we recommend for divestment | 22 | 25 | 28 | 39 | X | Large Value |
PPSRX | Principal Large Cap Value III R5 | Owns companies we recommend for divestment | 22 | 25 | 28 | 39 | X | Large Value |
FNDX | Schwab Fundamental US Large Company ETF | Owns companies we recommend for divestment | 22 | 25 | 28 | 41 | X | Large Value |
SFLNX | Schwab Fundamental US Large Company Idx | Owns companies we recommend for divestment | 22 | 26 | 28 | 41 | X | Large Value |
SWLVX | Schwab ® US Large-Cap Value Index | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
THCVX | TIAA-CREF Large-Cap Value Idx Advisor | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
TILVX | TIAA-CREF Large-Cap Value Idx Inst | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
TRCVX | TIAA-CREF Large-Cap Value Idx Retire | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
THCWX | TIAA-CREF Large-Cap Value Idx W | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
VONV | Vanguard Russell 1000 Value ETF | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
VRVIX | Vanguard Russell 1000 Value Index I | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
DWUSX | DFA World ex US Targeted Val Instl | Owns companies we recommend for divestment | 21 | 2 | 35 | 0 | X | Foreign Small/Mid Value |
GSID | Goldman Sachs MarketBeta Intl Eq ETF | Owns companies we recommend for divestment | 21 | 6 | 36 | 12 | X | Foreign Large Blend |
USEQ | Invesco Russell 1000 Enhanced Eq Wt ETF | Owns companies we recommend for divestment | 21 | 24 | 24 | 40 | X | Mid-Cap Blend |
ILCB | iShares Morningstar U.S. Equity ETF | Owns companies we recommend for divestment | 21 | 24 | 32 | 38 | X | Large Blend |
SCZ | iShares MSCI EAFE Small-Cap ETF | Owns companies we recommend for divestment | 21 | 4 | 29 | 1 | X | Foreign Small/Mid Blend |
JHML | JHancock Multifactor Large Cap ETF | Owns companies we recommend for divestment | 21 | 24 | 30 | 40 | X | Large Blend |
BBVSX | Bridge Builder Small/Mid Cap Value | Owns companies we recommend for divestment | 20 | 17 | 18 | 27 | X | Mid-Cap Value |
GAOAX | JPMorgan Global Allocation A | Owns companies we recommend for divestment | 20 | 20 | 36 | 31 | X | Global Allocation |
GAOCX | JPMorgan Global Allocation C | Owns companies we recommend for divestment | 20 | 20 | 36 | 31 | X | Global Allocation |
GAOSX | JPMorgan Global Allocation I | Owns companies we recommend for divestment | 20 | 20 | 36 | 31 | X | Global Allocation |
GAONX | JPMorgan Global Allocation R2 | Owns companies we recommend for divestment | 20 | 20 | 36 | 31 | X | Global Allocation |
GAOTX | JPMorgan Global Allocation R3 | Owns companies we recommend for divestment | 20 | 20 | 36 | 31 | X | Global Allocation |
GAOFX | JPMorgan Global Allocation R4 | Owns companies we recommend for divestment | 20 | 20 | 36 | 31 | X | Global Allocation |
GAORX | JPMorgan Global Allocation R5 | Owns companies we recommend for divestment | 20 | 20 | 36 | 31 | X | Global Allocation |
GAOZX | JPMorgan Global Allocation R6 | Owns companies we recommend for divestment | 20 | 20 | 36 | 31 | X | Global Allocation |
JSMAX | JPMorgan SmartRetirement® 2030 A | Owns companies we recommend for divestment | 20 | 23 | 30 | 40 | X | Target-Date 2030 |
JSMCX | JPMorgan SmartRetirement® 2030 C | Owns companies we recommend for divestment | 20 | 23 | 30 | 40 | X | Target-Date 2030 |
JSMSX | JPMorgan SmartRetirement® 2030 I | Owns companies we recommend for divestment | 20 | 23 | 30 | 40 | X | Target-Date 2030 |
JSMZX | JPMorgan SmartRetirement® 2030 R2 | Owns companies we recommend for divestment | 20 | 23 | 30 | 40 | X | Target-Date 2030 |
JSMNX | JPMorgan SmartRetirement® 2030 R3 | Owns companies we recommend for divestment | 20 | 23 | 30 | 40 | X | Target-Date 2030 |
JSMQX | JPMorgan SmartRetirement® 2030 R4 | Owns companies we recommend for divestment | 20 | 23 | 30 | 40 | X | Target-Date 2030 |
JSMIX | JPMorgan SmartRetirement® 2030 R5 | Owns companies we recommend for divestment | 20 | 23 | 30 | 40 | X | Target-Date 2030 |
JSMYX | JPMorgan SmartRetirement® 2030 R6 | Owns companies we recommend for divestment | 20 | 23 | 30 | 40 | X | Target-Date 2030 |
SCHX | Schwab US Large-Cap ETF™ | Owns companies we recommend for divestment | 20 | 24 | 32 | 38 | X | Large Blend |
| Allspring Factor Enhanced Lrg Cp Eq | Owns companies we recommend for divestment | 19 | 22 | 30 | 35 | X | Large Blend |
DFISX | DFA International Small Company I | Owns companies we recommend for divestment | 19 | 2 | 27 | 0 | X | Foreign Small/Mid Blend |
DUSQX | DFA US Large Cap Equity Institutional | Owns companies we recommend for divestment | 19 | 23 | 29 | 37 | X | Large Blend |
DFUV | Dimensional US Marketwide Value ETF | Owns companies we recommend for divestment | 19 | 23 | 19 | 35 | X | Large Value |
FIDU | Fidelity® MSCI Industrials ETF | Owns companies we recommend for divestment | 19 | 6 | 12 | 21 | X | Industrials |
IUSV | iShares Core S&P US Value ETF | Owns companies we recommend for divestment | 19 | 24 | 27 | 34 | X | Large Value |
EUSA | iShares MSCI USA Equal Weighted ETF | Owns companies we recommend for divestment | 19 | 23 | 30 | 37 | X | Large Blend |
SIZE | iShares MSCI USA Size Factor ETF | Owns companies we recommend for divestment | 19 | 23 | 30 | 37 | X | Large Blend |
VIS | Vanguard Industrials ETF | Owns companies we recommend for divestment | 19 | 6 | 12 | 21 | X | Industrials |
VINAX | Vanguard Industrials Index Admiral | Owns companies we recommend for divestment | 19 | 6 | 12 | 21 | X | Industrials |
VFMO | Vanguard US Momentum Factor ETF | Owns companies we recommend for divestment | 19 | 11 | 14 | 21 | X | Mid-Cap Growth |
FSMAX | Fidelity® Extended Market Index | Owns companies we recommend for divestment | 18 | 16 | 14 | 25 | X | Mid-Cap Blend |
USPX | Franklin US Equity Index ETF | Owns companies we recommend for divestment | 18 | 21 | 31 | 35 | X | Large Blend |
PBUS | Invesco PureBeta MSCI USA ETF | Owns companies we recommend for divestment | 18 | 23 | 30 | 36 | X | Large Blend |
BSMIX | iShares Russell Small/Mid-Cap Idx Instl | Owns companies we recommend for divestment | 18 | 14 | 13 | 22 | X | Small Blend |
BSMAX | iShares Russell Small/Mid-Cap Idx Inv A | Owns companies we recommend for divestment | 18 | 14 | 13 | 22 | X | Small Blend |
BSMKX | iShares Russell Small/Mid-Cap Idx K | Owns companies we recommend for divestment | 18 | 14 | 13 | 22 | X | Small Blend |
BBUS | JPMorgan BetaBuilders US Equity ETF | Owns companies we recommend for divestment | 18 | 21 | 31 | 35 | X | Large Blend |
PABAX | Putnam Dynamic Asset Allocation Bal A | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--50% to 70% Equity |
PABBX | Putnam Dynamic Asset Allocation Bal B | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--50% to 70% Equity |
AABCX | Putnam Dynamic Asset Allocation Bal C | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--50% to 70% Equity |
| Putnam Dynamic Asset Allocation Bal P | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--50% to 70% Equity |
PAARX | Putnam Dynamic Asset Allocation Bal R | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--50% to 70% Equity |
PAADX | Putnam Dynamic Asset Allocation Bal R5 | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--50% to 70% Equity |
PAAEX | Putnam Dynamic Asset Allocation Bal R6 | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--50% to 70% Equity |
PABYX | Putnam Dynamic Asset Allocation Bal Y | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--50% to 70% Equity |
PAEAX | Putnam Dynamic Asset Allocation Gr A | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--70% to 85% Equity |
PAEBX | Putnam Dynamic Asset Allocation Gr B | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--70% to 85% Equity |
PAECX | Putnam Dynamic Asset Allocation Gr C | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--70% to 85% Equity |
| Putnam Dynamic Asset Allocation Gr P | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--70% to 85% Equity |
PASRX | Putnam Dynamic Asset Allocation Gr R | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--70% to 85% Equity |
PADEX | Putnam Dynamic Asset Allocation Gr R5 | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--70% to 85% Equity |
PAEEX | Putnam Dynamic Asset Allocation Gr R6 | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--70% to 85% Equity |
PAGYX | Putnam Dynamic Asset Allocation Gr Y | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--70% to 85% Equity |
QUS | SPDR® MSCI USA StrategicFactors ETF | Owns companies we recommend for divestment | 18 | 23 | 30 | 36 | X | Large Blend |
USMIX | USAA Extended Market Index | Owns companies we recommend for divestment | 18 | 15 | 13 | 24 | X | Mid-Cap Blend |
VXF | Vanguard Extended Market ETF | Owns companies we recommend for divestment | 18 | 16 | 14 | 25 | X | Mid-Cap Blend |
VEXAX | Vanguard Extended Market Index Admiral | Owns companies we recommend for divestment | 18 | 16 | 14 | 25 | X | Mid-Cap Blend |
VIEIX | Vanguard Extended Market Index Instl | Owns companies we recommend for divestment | 18 | 16 | 14 | 25 | X | Mid-Cap Blend |
VSEMX | Vanguard Extended Market Index Instl Sel | Owns companies we recommend for divestment | 18 | 16 | 14 | 25 | X | Mid-Cap Blend |
VEMPX | Vanguard Extended Market Index InstlPlus | Owns companies we recommend for divestment | 18 | 16 | 14 | 25 | X | Mid-Cap Blend |
VEXMX | Vanguard Extended Market Index Investor | Owns companies we recommend for divestment | 18 | 16 | 14 | 25 | X | Mid-Cap Blend |
DTD | WisdomTree US Total Dividend ETF | Owns companies we recommend for divestment | 18 | 21 | 20 | 33 | X | Large Value |
DFUEX | DFA US Social Core Equity 2 Portfolio | Owns companies we recommend for divestment | 17 | 28 | 28 | 40 | X | Large Blend |
FSAAX | Fidelity Advisor Asset Manager® 60% A | Owns companies we recommend for divestment | 17 | 20 | 25 | 29 | X | Allocation--50% to 70% Equity |
FSCNX | Fidelity Advisor Asset Manager® 60% C | Owns companies we recommend for divestment | 17 | 20 | 25 | 29 | X | Allocation--50% to 70% Equity |
FSNIX | Fidelity Advisor Asset Manager® 60% I | Owns companies we recommend for divestment | 17 | 20 | 25 | 29 | X | Allocation--50% to 70% Equity |
FSATX | Fidelity Advisor Asset Manager® 60% M | Owns companies we recommend for divestment | 17 | 20 | 25 | 29 | X | Allocation--50% to 70% Equity |
FIQAX | Fidelity Advisor Asset Manager® 60% Z | Owns companies we recommend for divestment | 17 | 20 | 25 | 29 | X | Allocation--50% to 70% Equity |
FAASX | Fidelity Advisor Asset Manager® 70% A | Owns companies we recommend for divestment | 17 | 20 | 25 | 29 | X | Allocation--70% to 85% Equity |
FCASX | Fidelity Advisor Asset Manager® 70% C | Owns companies we recommend for divestment | 17 | 20 | 25 | 29 | X | Allocation--70% to 85% Equity |
FAAIX | Fidelity Advisor Asset Manager® 70% I | Owns companies we recommend for divestment | 17 | 20 | 25 | 29 | X | Allocation--70% to 85% Equity |
FTASX | Fidelity Advisor Asset Manager® 70% M | Owns companies we recommend for divestment | 17 | 20 | 25 | 29 | X | Allocation--70% to 85% Equity |
FIQBX | Fidelity Advisor Asset Manager® 70% Z | Owns companies we recommend for divestment | 17 | 20 | 25 | 29 | X | Allocation--70% to 85% Equity |
FEYAX | Fidelity Advisor Asset Manager® 85% A | Owns companies we recommend for divestment | 17 | 19 | 25 | 28 | X | Allocation--85%+ Equity |
FEYCX | Fidelity Advisor Asset Manager® 85% C | Owns companies we recommend for divestment | 17 | 19 | 25 | 28 | X | Allocation--85%+ Equity |
FEYIX | Fidelity Advisor Asset Manager® 85% I | Owns companies we recommend for divestment | 17 | 19 | 25 | 28 | X | Allocation--85%+ Equity |
FEYTX | Fidelity Advisor Asset Manager® 85% M | Owns companies we recommend for divestment | 17 | 19 | 25 | 28 | X | Allocation--85%+ Equity |
FIQCX | Fidelity Advisor Asset Manager® 85% Z | Owns companies we recommend for divestment | 17 | 19 | 25 | 28 | X | Allocation--85%+ Equity |
FSANX | Fidelity Asset Manager® 60% | Owns companies we recommend for divestment | 17 | 20 | 25 | 29 | X | Allocation--50% to 70% Equity |
FASGX | Fidelity Asset Manager® 70% | Owns companies we recommend for divestment | 17 | 20 | 25 | 29 | X | Allocation--70% to 85% Equity |
FAMRX | Fidelity Asset Manager® 85% | Owns companies we recommend for divestment | 17 | 19 | 25 | 28 | X | Allocation--85%+ Equity |
FITFX | Fidelity® Flex International Index | Owns companies we recommend for divestment | 17 | 8 | 32 | 13 | X | Foreign Large Blend |
FSGGX | Fidelity® Global ex US Index | Owns companies we recommend for divestment | 17 | 8 | 32 | 13 | X | Foreign Large Blend |
FSGEX | Fidelity® Series Global ex US Index | Owns companies we recommend for divestment | 17 | 8 | 33 | 13 | X | Foreign Large Blend |
GSEW | Goldman Sachs Equal Wght US Lg Cp Eq ETF | Owns companies we recommend for divestment | 17 | 21 | 28 | 34 | X | Large Blend |
ILCV | iShares Morningstar Value ETF | Owns companies we recommend for divestment | 17 | 20 | 28 | 32 | X | Large Value |
JDVAX | JPMorgan Diversified A | Owns companies we recommend for divestment | 17 | 25 | 32 | 39 | X | Allocation--50% to 70% Equity |
JDVCX | JPMorgan Diversified C | Owns companies we recommend for divestment | 17 | 25 | 32 | 39 | X | Allocation--50% to 70% Equity |
JDVSX | JPMorgan Diversified I | Owns companies we recommend for divestment | 17 | 25 | 32 | 39 | X | Allocation--50% to 70% Equity |
JPDVX | JPMorgan Diversified L | Owns companies we recommend for divestment | 17 | 25 | 32 | 39 | X | Allocation--50% to 70% Equity |
JDVZX | JPMorgan Diversified R6 | Owns companies we recommend for divestment | 17 | 25 | 32 | 39 | X | Allocation--50% to 70% Equity |
SFILX | Schwab Fdmtl Intl Sm Co Idx | Owns companies we recommend for divestment | 17 | 3 | 21 | 1 | X | Foreign Small/Mid Value |
FNDC | Schwab Fundamental Intl Sm Co ETF | Owns companies we recommend for divestment | 17 | 3 | 22 | 1 | X | Foreign Small/Mid Value |
SWMIX | Schwab International Opportunities | Owns companies we recommend for divestment | 17 | 3 | 29 | 8 | X | Foreign Large Growth |
SMXAX | SEI Extended Market Index A (SIIT) | Owns companies we recommend for divestment | 17 | 14 | 12 | 23 | X | Mid-Cap Blend |
SSMHX | State Street Small/Mid Cap Equity Index | Owns companies we recommend for divestment | 17 | 14 | 12 | 23 | X | Mid-Cap Growth |
GDE | WisdomTree Efcnt Gld Pls Gld Eq Stgy ETF | Owns companies we recommend for divestment | 17 | 21 | 30 | 34 | X | Large Blend |
NTSX | WisdomTree U.S. Efficient Core Fund | Owns companies we recommend for divestment | 17 | 22 | 30 | 34 | X | Large Blend |
DFCSX | DFA Continental Small Company I | Owns companies we recommend for divestment | 16 | 0 | 25 | 0 | X | Europe Stock |
FLAPX | Fidelity® Flex Mid Cap Index | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
FSMDX | Fidelity® Mid Cap Index | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
FAB | First Trust Multi Cap Val AlphaDEX® ETF | Owns companies we recommend for divestment | 16 | 19 | 16 | 29 | X | Mid-Cap Value |
GLOV | Goldman Sachs ActBt Wld Lw Vl Ps Eq ETF | Owns companies we recommend for divestment | 16 | 11 | 26 | 21 | X | Global Large-Stock Blend |
GSLC | Goldman Sachs ActiveBeta® US LgCp Eq ETF | Owns companies we recommend for divestment | 16 | 19 | 26 | 30 | X | Large Blend |
PPA | Invesco Aerospace & Defense ETF | Owns companies we recommend for divestment | 16 | 1 | 11 | 17 | X | Industrials |
PDN | Invesco FTSE RAFI Dev Mkts ex-US S/M ETF | Owns companies we recommend for divestment | 16 | 2 | 22 | 1 | X | Foreign Small/Mid Value |
IUS | Invesco RAFI™ Strategic US ETF | Owns companies we recommend for divestment | 16 | 13 | 28 | 27 | X | Large Value |
USLB | Invesco Russell 1000 Low Beta Eq Wt ETF | Owns companies we recommend for divestment | 16 | 17 | 13 | 28 | X | Mid-Cap Blend |
ACWX | iShares MSCI ACWI ex US ETF | Owns companies we recommend for divestment | 16 | 7 | 32 | 13 | X | Foreign Large Blend |
BDOIX | iShares MSCI Total Intl Idx Instl | Owns companies we recommend for divestment | 16 | 7 | 32 | 13 | X | Foreign Large Blend |
BDOAX | iShares MSCI Total Intl Idx Inv A | Owns companies we recommend for divestment | 16 | 7 | 32 | 13 | X | Foreign Large Blend |
BDOKX | iShares MSCI Total Intl Idx K | Owns companies we recommend for divestment | 16 | 7 | 32 | 13 | X | Foreign Large Blend |
IWR | iShares Russell Mid-Cap ETF | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
BRMIX | iShares Russell Mid-Cap Index Instl | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
BRMAX | iShares Russell Mid-Cap Index Inv A | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
BRMKX | iShares Russell Mid-Cap Index K | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
JMOM | JPMorgan US Momentum Factor ETF | Owns companies we recommend for divestment | 16 | 10 | 15 | 23 | X | Large Growth |
CZMVX | Multi-Manager Value Strategies Inst | Owns companies we recommend for divestment | 16 | 19 | 23 | 31 | X | Large Value |
CVSDX | Multi-Manager Value Strategies Inst 3 | Owns companies we recommend for divestment | 16 | 19 | 23 | 31 | X | Large Value |
| Putnam Dynamic Asset Allocation Equity A | Owns companies we recommend for divestment | 16 | 18 | 30 | 29 | X | Large Blend |
| Putnam Dynamic Asset Allocation Equity P | Owns companies we recommend for divestment | 16 | 18 | 30 | 29 | X | Large Blend |
SCHV | Schwab US Large-Cap Value ETF™ | Owns companies we recommend for divestment | 16 | 18 | 21 | 27 | X | Large Value |
SWMCX | Schwab ® US Mid-Cap Index | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
USSPX | USAA 500 Index Member | Owns companies we recommend for divestment | 16 | 21 | 29 | 33 | X | Large Blend |
USPRX | USAA 500 Index Reward | Owns companies we recommend for divestment | 16 | 21 | 29 | 33 | X | Large Blend |
IRMAX | Voya Russell Mid Cap Index Port A | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
IIRMX | Voya Russell Mid Cap Index Port I | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
IRMCX | Voya Russell Mid Cap Index Port S | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
IRMTX | Voya Russell Mid Cap Index Port S2 | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
DDWM | WisdomTree Dynamic Ccy Hdgd Intl Eq ETF | Owns companies we recommend for divestment | 16 | 6 | 26 | 11 | X | Foreign Large Value |
EPS | WisdomTree US Earnings 500 ETF | Owns companies we recommend for divestment | 16 | 22 | 25 | 32 | X | Large Blend |
WFILX | Allspring Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
WFIOX | Allspring Index Admin | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SFAAX | Allspring Index Asset Allocation A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Allocation--50% to 70% Equity |
WFAIX | Allspring Index Asset Allocation Admin | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Allocation--50% to 70% Equity |
WFALX | Allspring Index Asset Allocation C | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Allocation--50% to 70% Equity |
WFATX | Allspring Index Asset Allocation Instl | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Allocation--50% to 70% Equity |
WFINX | Allspring Index C | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
BBIEX | Bridge Builder International Equity | Owns companies we recommend for divestment | 15 | 7 | 24 | 14 | X | Foreign Large Blend |
BBTSX | Bridge Builder Tax Managed Sm/Md Cp | Owns companies we recommend for divestment | 15 | 12 | 14 | 21 | X | Mid-Cap Blend |
NEIAX | Columbia Large Cap Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
NINDX | Columbia Large Cap Index Inst | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
CLXRX | Columbia Large Cap Index Inst2 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
CLPYX | Columbia Large Cap Index Inst3 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
DFUSX | DFA US Large Company I | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
ELDFX | Elfun Diversified | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Allocation--70% to 85% Equity |
FXAIX | Fidelity® 500 Index | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
FDFIX | Fidelity® Flex 500 Index | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
FLCPX | Fidelity® SAI US Large Cap Index | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
FZIPX | Fidelity® ZERO Extended Market Index | Owns companies we recommend for divestment | 15 | 13 | 11 | 20 | X | Small Blend |
FNILX | Fidelity® ZERO Large Cap Index | Owns companies we recommend for divestment | 15 | 20 | 29 | 33 | X | Large Blend |
SBSPX | Franklin S&P 500 Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SBSDX | Franklin S&P 500 Index D | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
JUST | Goldman Sachs JUST US Large Cap Eq ETF | Owns companies we recommend for divestment | 15 | 21 | 27 | 33 | X | Large Blend |
VADAX | Invesco Equally-Wtd S&P 500 A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
VADCX | Invesco Equally-Wtd S&P 500 C | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
VADRX | Invesco Equally-Wtd S&P 500 R | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
VADFX | Invesco Equally-Wtd S&P 500 R6 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
VADDX | Invesco Equally-Wtd S&P 500 Y | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SPIAX | Invesco S&P 500 Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SPICX | Invesco S&P 500 Index C | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SPISX | Invesco S&P 500 Index R6 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SPIDX | Invesco S&P 500 Index Y | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
RWL | Invesco S&P 500 Revenue ETF | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Value |
RSP | Invesco S&P 500® Equal Weight ETF | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
IVV | iShares Core S&P 500 ETF | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
ISZE | iShares MSCI Intl Size Factor ETF | Owns companies we recommend for divestment | 15 | 7 | 26 | 13 | X | Foreign Large Blend |
BSPGX | iShares S&P 500 Index G | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
BSPIX | iShares S&P 500 Index Institutional | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
BSPAX | iShares S&P 500 Index Investor A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
BSPPX | iShares S&P 500 Index Investor P | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
WFSPX | iShares S&P 500 Index K | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
BSPSX | iShares S&P 500 Index Service | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| JHancock International Stra Eq Allc NAV | Owns companies we recommend for divestment | 15 | 7 | 31 | 13 | X | Foreign Large Blend |
| JHancock U.S. Sector Rotation NAV | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| JNL S&P 500 Index I | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| JNL/Mellon S&P 500 Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| JNL/Mellon S&P 500 Index I | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
OGEAX | JPMorgan Equity Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
OEICX | JPMorgan Equity Index C | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
HLEIX | JPMorgan Equity Index I | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
OGFAX | JPMorgan Equity Index R6 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
NOSIX | Northern Stock Index | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
PLSAX | Principal Large Cap S&P 500 Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
PLICX | Principal Large Cap S&P 500 Index C | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
PLFIX | Principal Large Cap S&P 500 Index Inst | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
PSPJX | Principal Large Cap S&P 500 Index J | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
PLPIX | Principal Large Cap S&P 500 Index R1 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
PLFMX | Principal Large Cap S&P 500 Index R3 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
PLFSX | Principal Large Cap S&P 500 Index R4 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
PLFPX | Principal Large Cap S&P 500 Index R5 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SWPPX | Schwab® S&P 500 Index | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SDLAX | SEI Dynamic Asset Allocation A (SIIT) | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SDYAX | SEI Dynamic Asset Allocation F (SIMT) | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SDYYX | SEI Dynamic Asset Allocation Y (SIMT) | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SPINX | SEI S&P 500 Index A (SIIT) | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SSPIX | SEI S&P 500 Index F (SIMT) | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SPIIX | SEI S&P 500 Index I (SIMT) | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SPFIX | Shelton S&P 500 Index Investor | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Blend |
SPXKX | Shelton S&P 500 Index K | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Blend |
SPLG | SPDR® Portfolio S&P 500 ETF | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SPY | SPDR® S&P 500 ETF Trust | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SSSVX | State Street Equity 500 Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
STFAX | State Street Equity 500 Index Adm | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SSSWX | State Street Equity 500 Index I | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SSEYX | State Street Equity 500 Index II | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SSSYX | State Street Equity 500 Index K | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SSFRX | State Street Equity 500 Index R | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
STBIX | State Street Equity 500 Index Svc | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SVSPX | State Street S&P 500 Index N | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
FSCFX | Strategic Advisers® Small-Mid Cap | Owns companies we recommend for divestment | 15 | 13 | 12 | 22 | X | Small Blend |
PREIX | T. Rowe Price Equity Index 500 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
PRUIX | T. Rowe Price Equity Index 500 I | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
TRHZX | T. Rowe Price Equity Index 500 Z | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
PEXMX | T. Rowe Price Extended Equity Market Idx | Owns companies we recommend for divestment | 15 | 12 | 10 | 21 | X | Mid-Cap Blend |
TISAX | TIAA-CREF S&P 500 Index Advisor | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
TISPX | TIAA-CREF S&P 500 Index Instl | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
TRSPX | TIAA-CREF S&P 500 Index Retire | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
TISWX | TIAA-CREF S&P 500 Index W | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
VFIAX | Vanguard 500 Index Admiral | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
VFFSX | Vanguard 500 Index Institutional Select | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
VFINX | Vanguard 500 Index Investor | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
VINIX | Vanguard Institutional Index I | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
VIIIX | Vanguard Institutional Index Instl Pl | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
VLCAX | Vanguard Large Cap Index Admiral | Owns companies we recommend for divestment | 15 | 21 | 28 | 33 | X | Large Blend |
VLISX | Vanguard Large Cap Index Institutional | Owns companies we recommend for divestment | 15 | 21 | 28 | 33 | X | Large Blend |
VLACX | Vanguard Large Cap Index Investor | Owns companies we recommend for divestment | 15 | 21 | 28 | 33 | X | Large Blend |
VV | Vanguard Large-Cap ETF | Owns companies we recommend for divestment | 15 | 21 | 28 | 33 | X | Large Blend |
VOO | Vanguard S&P 500 ETF | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
VSMAX | Vanguard Small Cap Index Adm | Owns companies we recommend for divestment | 15 | 11 | 9 | 20 | X | Small Blend |
VSCIX | Vanguard Small Cap Index I | Owns companies we recommend for divestment | 15 | 11 | 9 | 20 | X | Small Blend |
VSCPX | Vanguard Small Cap Index InstlPlus | Owns companies we recommend for divestment | 15 | 11 | 9 | 20 | X | Small Blend |
NAESX | Vanguard Small Cap Index Inv | Owns companies we recommend for divestment | 15 | 11 | 9 | 20 | X | Small Blend |
VB | Vanguard Small-Cap ETF | Owns companies we recommend for divestment | 15 | 11 | 9 | 20 | X | Small Blend |
MUXAX | Victory S&P 500 Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
MUXRX | Victory S&P 500 Index R | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
MUXYX | Victory S&P 500 Index Y | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
ISIVX | Voya US Stock Index Port A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
INGIX | Voya US Stock Index Port I | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
ISJBX | Voya US Stock Index Port S | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
ISIPX | Voya US Stock Index Port S2 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
DWM | WisdomTree International Equity ETF | Owns companies we recommend for divestment | 15 | 6 | 25 | 12 | X | Foreign Large Value |
BBTLX | Bridge Builder Tax Managed Large Cap | Owns companies we recommend for divestment | 14 | 20 | 27 | 30 | X | Large Blend |
DFLVX | DFA US Large Cap Value I | Owns companies we recommend for divestment | 14 | 18 | 17 | 28 | X | Large Value |
DFUVX | DFA US Large Cap Value III | Owns companies we recommend for divestment | 14 | 18 | 17 | 28 | X | Large Value |
DFIS | Dimensional International Small Cap ETF | Owns companies we recommend for divestment | 14 | 3 | 23 | 1 | X | Foreign Small/Mid Blend |
FLVEX | Fidelity® Large Cap Value Enhanced Index | Owns companies we recommend for divestment | 14 | 14 | 23 | 24 | X | Large Value |
FIMVX | Fidelity® Mid Cap Value Index | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
GSUS | Goldman Sachs MarketBeta US Equity ETF | Owns companies we recommend for divestment | 14 | 20 | 28 | 32 | X | Large Blend |
EXI | iShares Global Industrials ETF | Owns companies we recommend for divestment | 14 | 1 | 21 | 14 | X | Industrials |
EFA | iShares MSCI EAFE ETF | Owns companies we recommend for divestment | 14 | 6 | 25 | 12 | X | Foreign Large Blend |
IWS | iShares Russell Mid-Cap Value ETF | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
IVE | iShares S&P 500 Value ETF | Owns companies we recommend for divestment | 14 | 19 | 23 | 27 | X | Large Value |
JISAX | JHancock International Small Company A | Owns companies we recommend for divestment | 14 | 3 | 24 | 1 | X | Foreign Small/Mid Blend |
JISDX | JHancock International Small Company C | Owns companies we recommend for divestment | 14 | 3 | 24 | 1 | X | Foreign Small/Mid Blend |
JSCIX | JHancock International Small Company I | Owns companies we recommend for divestment | 14 | 3 | 24 | 1 | X | Foreign Small/Mid Blend |
JHATX | JHancock International Small Company NAV | Owns companies we recommend for divestment | 14 | 3 | 24 | 1 | X | Foreign Small/Mid Blend |
JHSMX | JHancock International Small Company R6 | Owns companies we recommend for divestment | 14 | 3 | 24 | 1 | X | Foreign Small/Mid Blend |
JHMM | JHancock Multifactor Mid Cap ETF | Owns companies we recommend for divestment | 14 | 10 | 8 | 19 | X | Mid-Cap Blend |
| JNL/Mellon Industrials Sect A | Owns companies we recommend for divestment | 14 | 4 | 11 | 15 | X | Industrials |
| JNL/Mellon Industrials Sect I | Owns companies we recommend for divestment | 14 | 4 | 11 | 15 | X | Industrials |
MFDX | PIMCO RAFI Dyn Multi-Factor Intl Eq ETF | Owns companies we recommend for divestment | 14 | 3 | 23 | 8 | X | Foreign Large Blend |
PCMVX | Principal MidCap Value I A | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
PVMIX | Principal MidCap Value I Inst | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
PVEJX | Principal MidCap Value I J | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
PCMSX | Principal MidCap Value I R-6 | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
PLASX | Principal MidCap Value I R1 | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
PMPRX | Principal MidCap Value I R3 | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
PABWX | Principal MidCap Value I R4 | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
PABVX | Principal MidCap Value I R5 | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
PLRG | Principal US Large-Cap Adptv Mlt-Fac ETF | Owns companies we recommend for divestment | 14 | 19 | 25 | 29 | X | Large Blend |
SPXE | ProShares S&P 500® ex-Energy | Owns companies we recommend for divestment | 14 | 20 | 25 | 31 | X | Large Blend |
SPYV | SPDR® Portfolio S&P 500 Value ETF | Owns companies we recommend for divestment | 14 | 19 | 23 | 27 | X | Large Value |
SPYX | SPDR® S&P 500 Fossil Fuel Rsrv Free ETF | Owns companies we recommend for divestment | 14 | 20 | 26 | 31 | X | Large Blend |
VOOV | Vanguard S&P 500 Value ETF | Owns companies we recommend for divestment | 14 | 19 | 23 | 27 | X | Large Value |
VSPVX | Vanguard S&P 500 Value Index Instl | Owns companies we recommend for divestment | 14 | 19 | 23 | 27 | X | Large Value |
CUHAX | Victory US 500 Enh Vol Wtd Idx A | Owns companies we recommend for divestment | 14 | 21 | 25 | 33 | X | Large Blend |
CUHCX | Victory US 500 Enh Vol Wtd Idx C | Owns companies we recommend for divestment | 14 | 21 | 25 | 33 | X | Large Blend |
CUHIX | Victory US 500 Enh Vol Wtd Idx I | Owns companies we recommend for divestment | 14 | 21 | 25 | 33 | X | Large Blend |
CFO | VictoryShares US 500 Enh Vol Wtd ETF | Owns companies we recommend for divestment | 14 | 21 | 25 | 33 | X | Large Blend |
CFA | VictoryShares US 500 Volatility Wtd ETF | Owns companies we recommend for divestment | 14 | 21 | 25 | 33 | X | Large Blend |
DILRX | DFA International Large Cap Growth | Owns companies we recommend for divestment | 13 | 3 | 20 | 7 | X | Foreign Large Growth |
FMAMX | Fidelity Advisor® Stock Sel All Cp A | Owns companies we recommend for divestment | 13 | 17 | 17 | 24 | X | Large Growth |
FLACX | Fidelity Advisor® Stock Sel All Cp C | Owns companies we recommend for divestment | 13 | 17 | 17 | 24 | X | Large Growth |
FBRNX | Fidelity Advisor® Stock Sel All Cp I | Owns companies we recommend for divestment | 13 | 17 | 17 | 24 | X | Large Growth |
FSSKX | Fidelity Advisor® Stock Sel All Cp K | Owns companies we recommend for divestment | 13 | 17 | 17 | 24 | X | Large Growth |
FSJHX | Fidelity Advisor® Stock Sel All Cp M | Owns companies we recommend for divestment | 13 | 17 | 17 | 24 | X | Large Growth |
FZAPX | Fidelity Advisor® Stock Sel All Cp Z | Owns companies we recommend for divestment | 13 | 17 | 17 | 24 | X | Large Growth |
FSPSX | Fidelity® International Index | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
FNCMX | Fidelity® NASDAQ Composite Index® | Owns companies we recommend for divestment | 13 | 15 | 20 | 16 | X | Large Growth |
FIONX | Fidelity® SAI International Index | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
FHLFX | Fidelity® Series International Index | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
FDSSX | Fidelity® Stock Selec All Cp | Owns companies we recommend for divestment | 13 | 17 | 17 | 24 | X | Large Growth |
FEX | First Trust Large Cap Core AlphaDEX® ETF | Owns companies we recommend for divestment | 13 | 16 | 19 | 27 | X | Large Blend |
RNLC | First Trust Large Cap US Equity Sel ETF | Owns companies we recommend for divestment | 13 | 17 | 18 | 28 | X | Large Blend |
PBSM | Invesco PureBeta MSCI USA Small Cap ETF | Owns companies we recommend for divestment | 13 | 11 | 10 | 18 | X | Small Blend |
QVML | Invesco S&P 500 QVM Multi-factor ETF | Owns companies we recommend for divestment | 13 | 18 | 24 | 26 | X | Large Blend |
IUSG | iShares Core S&P US Growth ETF | Owns companies we recommend for divestment | 13 | 9 | 15 | 22 | X | Large Growth |
MAIIX | iShares MSCI EAFE Intl Idx Instl | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
MDIIX | iShares MSCI EAFE Intl Idx Inv A | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
BTMPX | iShares MSCI EAFE Intl Idx Inv P | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
BTMKX | iShares MSCI EAFE Intl Idx K | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| JNL International Index I | Owns companies we recommend for divestment | 13 | 6 | 25 | 12 | X | Foreign Large Blend |
BBIN | JPMorgan BetaBuilders Intl Eq ETF | Owns companies we recommend for divestment | 13 | 6 | 25 | 12 | X | Foreign Large Blend |
NOINX | Northern International Equity Index | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
PIDIX | Principal International Eq Index Instl | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
PFIEX | Principal International Equity Index R-6 | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
PILIX | Principal International Equity Index R1 | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
PIIOX | Principal International Equity Index R3 | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
PIIPX | Principal International Equity Index R4 | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
PIIQX | Principal International Equity Index R5 | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
PXUS | Principal Intl Adptv Mlt-Fac ETF | Owns companies we recommend for divestment | 13 | 7 | 23 | 13 | X | Foreign Large Blend |
SWISX | Schwab International Index | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
CAVAX | SEI Catholic Values Equity F (SCVT) | Owns companies we recommend for divestment | 13 | 25 | 26 | 31 | X | Large Blend |
CAVYX | SEI Catholic Values Equity Y (SCVT) | Owns companies we recommend for divestment | 13 | 25 | 26 | 31 | X | Large Blend |
EFAX | SPDR® MSCI EAFE Fssl Ful Free RsrvETF | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
PIEQX | T. Rowe Price International Eq Index | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
TCIHX | TIAA-CREF International Eq Idx Advisor | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
TCIEX | TIAA-CREF International Eq Idx Instl | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
TRIPX | TIAA-CREF International Eq Idx Premier | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
TRIEX | TIAA-CREF International Eq Idx Retire | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
TCIWX | TIAA-CREF International Eq Idx W | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
VFVA | Vanguard US Value Factor ETF | Owns companies we recommend for divestment | 13 | 19 | 19 | 23 | X | Mid-Cap Value |
IIIAX | Voya International Index Port A | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
IIIIX | Voya International Index Port I | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
INTIX | Voya International Index Port S | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
ISIIX | Voya International Index Port S2 | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
FFXFX | American Funds Fundamental Invs 529-F-2 | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
FEEFX | American Funds Fundamental Invs 529-F-3 | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
CFNAX | American Funds Fundamental Invs 529A | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
CFNCX | American Funds Fundamental Invs 529C | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
CFNEX | American Funds Fundamental Invs 529E | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
CFNFX | American Funds Fundamental Invs 529F1 | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
ANCFX | American Funds Fundamental Invs A | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
AFICX | American Funds Fundamental Invs C | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
AFIFX | American Funds Fundamental Invs F1 | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
FINFX | American Funds Fundamental Invs F2 | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
FUNFX | American Funds Fundamental Invs F3 | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
RFNAX | American Funds Fundamental Invs R1 | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
RFNBX | American Funds Fundamental Invs R2 | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
RFEBX | American Funds Fundamental Invs R2E | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
RFNCX | American Funds Fundamental Invs R3 | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
RFNEX | American Funds Fundamental Invs R4 | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
RFNFX | American Funds Fundamental Invs R5 | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
RFNHX | American Funds Fundamental Invs R5E | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
RFNGX | American Funds Fundamental Invs R6 | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
CGFAX | American Funds Growth Fund of Amer 529A | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
CGFCX | American Funds Growth Fund of Amer 529C | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
CGFEX | American Funds Growth Fund of Amer 529E | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
CGFFX | American Funds Growth Fund of Amer 529F | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
FAFGX | American Funds Growth Fund of Amer 529F2 | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
FFAFX | American Funds Growth Fund of Amer 529F3 | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
AGTHX | American Funds Growth Fund of Amer A | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
GFACX | American Funds Growth Fund of Amer C | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
GFAFX | American Funds Growth Fund of Amer F1 | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
GFFFX | American Funds Growth Fund of Amer F2 | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
GAFFX | American Funds Growth Fund of Amer F3 | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
RGAAX | American Funds Growth Fund of Amer R1 | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
RGABX | American Funds Growth Fund of Amer R2 | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
RGEBX | American Funds Growth Fund of Amer R2E | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
RGACX | American Funds Growth Fund of Amer R3 | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
RGAEX | American Funds Growth Fund of Amer R4 | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
RGAFX | American Funds Growth Fund of Amer R5 | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
RGAHX | American Funds Growth Fund of Amer R5E | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
RGAGX | American Funds Growth Fund of Amer R6 | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
DISVX | DFA International Small Cap Value I | Owns companies we recommend for divestment | 12 | 2 | 15 | 0 | X | Foreign Small/Mid Value |
DFAT | Dimensional US Targeted Value ETF | Owns companies we recommend for divestment | 12 | 8 | 10 | 14 | X | Small Value |
FSDAX | Fidelity® Select Defense & Aero Port | Owns companies we recommend for divestment | 12 | 1 | 8 | 12 | X | Industrials |
GSIE | Goldman Sachs ActiveBeta® Intl Eq ETF | Owns companies we recommend for divestment | 12 | 6 | 23 | 12 | X | Foreign Large Blend |
PXF | Invesco FTSE RAFI Dev Mkts ex-US ETF | Owns companies we recommend for divestment | 12 | 6 | 28 | 12 | X | Foreign Large Value |
OMFL | Invesco Russell 1000® Dynamic Mltfct ETF | Owns companies we recommend for divestment | 12 | 8 | 6 | 14 | X | Large Blend |
GLOF | iShares Global Equity Factor ETF | Owns companies we recommend for divestment | 12 | 15 | 25 | 22 | X | Global Large-Stock Blend |
ILCG | iShares Morningstar Growth ETF | Owns companies we recommend for divestment | 12 | 9 | 15 | 19 | X | Large Growth |
IYJ | iShares US Industrials ETF | Owns companies we recommend for divestment | 12 | 3 | 11 | 13 | X | Industrials |
JVAL | JPMorgan US Value Factor ETF | Owns companies we recommend for divestment | 12 | 13 | 19 | 22 | X | Large Value |
SCHM | Schwab US Mid-Cap ETF™ | Owns companies we recommend for divestment | 12 | 7 | 7 | 13 | X | Mid-Cap Blend |
SVTAX | SEI Global Managed Volatility F (SIMT) | Owns companies we recommend for divestment | 12 | 10 | 18 | 12 | X | Global Large-Stock Blend |
SGMIX | SEI Global Managed Volatility I (SIMT) | Owns companies we recommend for divestment | 12 | 10 | 18 | 12 | X | Global Large-Stock Blend |
SGLYX | SEI Global Managed Volatility Y (SIMT) | Owns companies we recommend for divestment | 12 | 10 | 18 | 12 | X | Global Large-Stock Blend |
SEITX | SEI International Equity F (SIT) | Owns companies we recommend for divestment | 12 | 7 | 14 | 12 | X | Foreign Large Blend |
SEEIX | SEI International Equity I (SIT) | Owns companies we recommend for divestment | 12 | 7 | 14 | 12 | X | Foreign Large Blend |
SEFCX | SEI International Equity Y (SIT) | Owns companies we recommend for divestment | 12 | 7 | 14 | 12 | X | Foreign Large Blend |
GWX | SPDR® S&P International Small Cap ETF | Owns companies we recommend for divestment | 12 | 2 | 19 | 1 | X | Foreign Small/Mid Blend |
KOMP | SPDR® S&P Kensho New Economies Comps ETF | Owns companies we recommend for divestment | 12 | 4 | 23 | 19 | X | Mid-Cap Growth |
VSS | Vanguard FTSE All-Wld ex-US SmCp ETF | Owns companies we recommend for divestment | 12 | 4 | 19 | 1 | X | Foreign Small/Mid Blend |
VFSAX | Vanguard FTSE All-Wld ex-US SmCp Idx Adm | Owns companies we recommend for divestment | 12 | 4 | 19 | 1 | X | Foreign Small/Mid Blend |
VFSNX | Vanguard FTSE All-Wld ex-US SmCp Idx Ins | Owns companies we recommend for divestment | 12 | 4 | 19 | 1 | X | Foreign Small/Mid Blend |
VSIAX | Vanguard Small Cap Value Index Admiral | Owns companies we recommend for divestment | 12 | 8 | 6 | 16 | X | Small Value |
VSIIX | Vanguard Small Cap Value Index I | Owns companies we recommend for divestment | 12 | 8 | 6 | 16 | X | Small Value |
VISVX | Vanguard Small Cap Value Index Inv | Owns companies we recommend for divestment | 12 | 8 | 6 | 16 | X | Small Value |
VBR | Vanguard Small-Cap Value ETF | Owns companies we recommend for divestment | 12 | 8 | 6 | 16 | X | Small Value |
VTV | Vanguard Value ETF | Owns companies we recommend for divestment | 12 | 17 | 19 | 23 | X | Large Value |
VVIAX | Vanguard Value Index Adm | Owns companies we recommend for divestment | 12 | 17 | 19 | 23 | X | Large Value |
VIVIX | Vanguard Value Index I | Owns companies we recommend for divestment | 12 | 17 | 19 | 23 | X | Large Value |
VIVAX | Vanguard Value Index Inv | Owns companies we recommend for divestment | 12 | 17 | 19 | 23 | X | Large Value |
CWIAX | American Funds Capital World Gr&Inc 529A | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
CWICX | American Funds Capital World Gr&Inc 529C | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
CWIEX | American Funds Capital World Gr&Inc 529E | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
CWIFX | American Funds Capital World Gr&Inc 529F | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
CWGIX | American Funds Capital World Gr&Inc A | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
CWGCX | American Funds Capital World Gr&Inc C | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
CWGFX | American Funds Capital World Gr&Inc F1 | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
WGIFX | American Funds Capital World Gr&Inc F2 | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
FWGIX | American Funds Capital World Gr&Inc F3 | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
RWIAX | American Funds Capital World Gr&Inc R1 | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
RWIBX | American Funds Capital World Gr&Inc R2 | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
RWBEX | American Funds Capital World Gr&Inc R2E | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
RWICX | American Funds Capital World Gr&Inc R3 | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
RWIEX | American Funds Capital World Gr&Inc R4 | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
RWIFX | American Funds Capital World Gr&Inc R5 | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
RWIHX | American Funds Capital World Gr&Inc R5E | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
RWIGX | American Funds Capital World Gr&Inc R6 | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
FCWGX | American Funds Capital World Gr&Inc529F2 | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
FWCGX | American Funds Capital World Gr&Inc529F3 | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
FCIAX | American Funds Invmt Co of Amer 529-F-2 | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
FAOOX | American Funds Invmt Co of Amer 529-F-3 | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
CICAX | American Funds Invmt Co of Amer 529A | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
CICCX | American Funds Invmt Co of Amer 529C | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
CICEX | American Funds Invmt Co of Amer 529E | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
CICFX | American Funds Invmt Co of Amer 529F | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
AIVSX | American Funds Invmt Co of Amer A | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
AICCX | American Funds Invmt Co of Amer C | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
AICFX | American Funds Invmt Co of Amer F1 | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
ICAFX | American Funds Invmt Co of Amer F2 | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
FFICX | American Funds Invmt Co of Amer F3 | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
RICAX | American Funds Invmt Co of Amer R1 | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
RICBX | American Funds Invmt Co of Amer R2 | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
RIBEX | American Funds Invmt Co of Amer R2E | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
RICCX | American Funds Invmt Co of Amer R3 | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
RICEX | American Funds Invmt Co of Amer R4 | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
RICFX | American Funds Invmt Co of Amer R5 | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
RICHX | American Funds Invmt Co of Amer R5E | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
RICGX | American Funds Invmt Co of Amer R6 | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
DFBAX | Delaware Strategic Allocation A | Owns companies we recommend for divestment | 11 | 10 | 20 | 25 | X | Allocation--50% to 70% Equity |
DFBCX | Delaware Strategic Allocation C | Owns companies we recommend for divestment | 11 | 10 | 20 | 25 | X | Allocation--50% to 70% Equity |
DFFIX | Delaware Strategic Allocation Ins | Owns companies we recommend for divestment | 11 | 10 | 20 | 25 | X | Allocation--50% to 70% Equity |
DFBRX | Delaware Strategic Allocation R | Owns companies we recommend for divestment | 11 | 10 | 20 | 25 | X | Allocation--50% to 70% Equity |
DFWVX | DFA World ex US Value Port I | Owns companies we recommend for divestment | 11 | 6 | 26 | 8 | X | Foreign Large Value |
DFAS | Dimensional US Small Cap ETF | Owns companies we recommend for divestment | 11 | 9 | 12 | 15 | X | Small Blend |
FZFLX | Fidelity® SAI Small-Mid Cap 500 Index | Owns companies we recommend for divestment | 11 | 7 | 7 | 12 | X | Mid-Cap Blend |
IDLB | Invesco FTSE Intl Low Beta Eq Wt ETF | Owns companies we recommend for divestment | 11 | 5 | 15 | 7 | X | Foreign Large Blend |
IDMO | Invesco S&P International Dev Momt ETF | Owns companies we recommend for divestment | 11 | 2 | 12 | 5 | X | Foreign Large Growth |
DGRO | iShares Core Dividend Growth ETF | Owns companies we recommend for divestment | 11 | 14 | 13 | 20 | X | Large Value |
IMCB | iShares Morningstar Mid-Cap ETF | Owns companies we recommend for divestment | 11 | 7 | 8 | 14 | X | Mid-Cap Blend |
IMTM | iShares MSCI Intl Momentum Factor ETF | Owns companies we recommend for divestment | 11 | 3 | 17 | 8 | X | Foreign Large Growth |
SMMD | iShares Russell 2500 ETF | Owns companies we recommend for divestment | 11 | 7 | 7 | 12 | X | Small Blend |
| JNL/RAFI® Fundamental US Small Cap A | Owns companies we recommend for divestment | 11 | 6 | 9 | 18 | X | Small Value |
| JNL/RAFI® Fundamental US Small Cap I | Owns companies we recommend for divestment | 11 | 6 | 9 | 18 | X | Small Value |
| JNL/T. Rowe Price Balanced A | Owns companies we recommend for divestment | 11 | 14 | 22 | 23 | X | Allocation--50% to 70% Equity |
| JNL/T. Rowe Price Balanced I | Owns companies we recommend for divestment | 11 | 14 | 22 | 23 | X | Allocation--50% to 70% Equity |
SCHC | Schwab International Small-Cap Eq ETF™ | Owns companies we recommend for divestment | 11 | 3 | 19 | 0 | X | Foreign Small/Mid Blend |
CWI | SPDR® MSCI ACWI ex-US ETF | Owns companies we recommend for divestment | 11 | 7 | 20 | 11 | X | Foreign Large Blend |
QEFA | SPDR® MSCI EAFE StrategicFactors ETF | Owns companies we recommend for divestment | 11 | 6 | 21 | 12 | X | Foreign Large Blend |
FITE | SPDR® S&P Kensho Future Security ETF | Owns companies we recommend for divestment | 11 | 0 | 10 | 12 | X | Technology |
RPGAX | T. Rowe Price Global Allocation | Owns companies we recommend for divestment | 11 | 14 | 21 | 24 | X | Global Allocation |
PAFGX | T. Rowe Price Global Allocation Advisor | Owns companies we recommend for divestment | 11 | 14 | 21 | 24 | X | Global Allocation |
TGAFX | T. Rowe Price Global Allocation I | Owns companies we recommend for divestment | 11 | 14 | 21 | 24 | X | Global Allocation |
VFMFX | Vanguard US Multifactor Admiral™ | Owns companies we recommend for divestment | 11 | 12 | 16 | 16 | X | Mid-Cap Blend |
CIZ | VictoryShares Developed Enh Vol Wtd ETF | Owns companies we recommend for divestment | 11 | 6 | 16 | 10 | X | Foreign Large Blend |
CIL | VictoryShares International Vol Wtd ETF | Owns companies we recommend for divestment | 11 | 7 | 16 | 10 | X | Foreign Large Blend |
| Allspring Factor Enhanced Intern Eq | Owns companies we recommend for divestment | 10 | 6 | 21 | 10 | X | Foreign Large Blend |
FBAFX | American Funds American Balanced 529-F-2 | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
FBONX | American Funds American Balanced 529-F-3 | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
CLBAX | American Funds American Balanced 529A | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
CLBCX | American Funds American Balanced 529C | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
CLBEX | American Funds American Balanced 529E | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
CLBFX | American Funds American Balanced 529F | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
ABALX | American Funds American Balanced A | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
BALCX | American Funds American Balanced C | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
BALFX | American Funds American Balanced F1 | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
AMBFX | American Funds American Balanced F2 | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
AFMBX | American Funds American Balanced F3 | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
RLBAX | American Funds American Balanced R1 | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
RLBBX | American Funds American Balanced R2 | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
RAMHX | American Funds American Balanced R2E | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
RLBCX | American Funds American Balanced R3 | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
RLBEX | American Funds American Balanced R4 | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
RLBFX | American Funds American Balanced R5 | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
RLEFX | American Funds American Balanced R5E | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
RLBGX | American Funds American Balanced R6 | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
FFPNX | American Funds New Perspective 529-F-2 | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
FNFPX | American Funds New Perspective 529-F-3 | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
CNPAX | American Funds New Perspective 529A | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
CNPCX | American Funds New Perspective 529C | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
CNPEX | American Funds New Perspective 529E | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
CNPFX | American Funds New Perspective 529F | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
ANWPX | American Funds New Perspective A | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
NPFCX | American Funds New Perspective C | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
NPFFX | American Funds New Perspective F1 | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
ANWFX | American Funds New Perspective F2 | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
FNPFX | American Funds New Perspective F3 | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
RNPAX | American Funds New Perspective R1 | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
RNPBX | American Funds New Perspective R2 | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
RPEBX | American Funds New Perspective R2E | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
RNPCX | American Funds New Perspective R3 | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
RNPEX | American Funds New Perspective R4 | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
RNPFX | American Funds New Perspective R5 | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
RNPHX | American Funds New Perspective R5E | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
RNPGX | American Funds New Perspective R6 | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
FWMMX | American Funds Washington Mutual 529-F-2 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
FWWMX | American Funds Washington Mutual 529-F-3 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
CWMAX | American Funds Washington Mutual 529A | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
CWMCX | American Funds Washington Mutual 529C | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
CWMEX | American Funds Washington Mutual 529E | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
CWMFX | American Funds Washington Mutual 529F1 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
AWSHX | American Funds Washington Mutual A | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
WSHCX | American Funds Washington Mutual C | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
WSHFX | American Funds Washington Mutual F1 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
WMFFX | American Funds Washington Mutual F2 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
FWMIX | American Funds Washington Mutual F3 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
RWMAX | American Funds Washington Mutual R1 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
RWMBX | American Funds Washington Mutual R2 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
RWEBX | American Funds Washington Mutual R2E | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
RWMCX | American Funds Washington Mutual R3 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
RWMEX | American Funds Washington Mutual R4 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
RWMFX | American Funds Washington Mutual R5 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
RWMHX | American Funds Washington Mutual R5E | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
RWMGX | American Funds Washington Mutual R6 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
MAGCX | BlackRock Advantage Global Institutional | Owns companies we recommend for divestment | 10 | 18 | 29 | 28 | X | Global Large-Stock Blend |
MDGCX | BlackRock Advantage Global Investor A | Owns companies we recommend for divestment | 10 | 18 | 29 | 28 | X | Global Large-Stock Blend |
MCGCX | BlackRock Advantage Global Investor C | Owns companies we recommend for divestment | 10 | 18 | 29 | 28 | X | Global Large-Stock Blend |
MKGCX | BlackRock Advantage Global K | Owns companies we recommend for divestment | 10 | 18 | 29 | 28 | X | Global Large-Stock Blend |
MRGSX | BlackRock Advantage Global R | Owns companies we recommend for divestment | 10 | 18 | 29 | 28 | X | Global Large-Stock Blend |
BBGLX | Bridge Builder Large Cap Growth | Owns companies we recommend for divestment | 10 | 9 | 19 | 21 | X | Large Growth |
RECS | Columbia Research Enhanced Core ETF | Owns companies we recommend for divestment | 10 | 8 | 17 | 15 | X | Large Blend |
DIHRX | DFA Intl Hi Relatv Profitability Instl | Owns companies we recommend for divestment | 10 | 1 | 21 | 6 | X | Foreign Large Blend |
DFSTX | DFA US Small Cap I | Owns companies we recommend for divestment | 10 | 8 | 12 | 14 | X | Small Blend |
DFLV | Dimensional US Large Cap Value ETF | Owns companies we recommend for divestment | 10 | 15 | 14 | 22 | X | Large Value |
FCLAX | Fidelity Advisor® Industrials A | Owns companies we recommend for divestment | 10 | 2 | 5 | 8 | X | Industrials |
FCLCX | Fidelity Advisor® Industrials C | Owns companies we recommend for divestment | 10 | 2 | 5 | 8 | X | Industrials |
FCLIX | Fidelity Advisor® Industrials I | Owns companies we recommend for divestment | 10 | 2 | 5 | 8 | X | Industrials |
FCLTX | Fidelity Advisor® Industrials M | Owns companies we recommend for divestment | 10 | 2 | 5 | 8 | X | Industrials |
FIKEX | Fidelity Advisor® Industrials Z | Owns companies we recommend for divestment | 10 | 2 | 5 | 8 | X | Industrials |
FUMIX | Fidelity® SAI US Momentum Index | Owns companies we recommend for divestment | 10 | 7 | 13 | 13 | X | Large Growth |
FCYIX | Fidelity® Select Industrials | Owns companies we recommend for divestment | 10 | 2 | 5 | 8 | X | Industrials |
RNDM | First Trust Developed Intl Eq Sel ETF | Owns companies we recommend for divestment | 10 | 1 | 13 | 5 | X | Foreign Large Blend |
MISL | First Trust Indxx Aerspc & Defns ETF | Owns companies we recommend for divestment | 10 | 0 | 7 | 11 | X | Industrials |
FTA | First Trust Large Cap Val AlphaDEX® ETF | Owns companies we recommend for divestment | 10 | 14 | 12 | 21 | X | Large Value |
HDUS | Hartford Disciplined US Equity ETF | Owns companies we recommend for divestment | 10 | 16 | 24 | 23 | X | Large Blend |
ROUS | Hartford Multifactor US Equity ETF | Owns companies we recommend for divestment | 10 | 16 | 16 | 22 | X | Large Value |
XLI | Industrial Select Sector SPDR® ETF | Owns companies we recommend for divestment | 10 | 1 | 10 | 9 | X | Industrials |
RGI | Invesco S&P 500® Equal Wt Indls ETF | Owns companies we recommend for divestment | 10 | 1 | 10 | 9 | X | Industrials |
ISCB | iShares Morningstar Small-Cap ETF | Owns companies we recommend for divestment | 10 | 10 | 7 | 16 | X | Small Blend |
SMLF | iShares MSCI USA Small-Cap Eq Fac ETF | Owns companies we recommend for divestment | 10 | 8 | 6 | 13 | X | Small Blend |
| JNL/DFA US Small Cap A | Owns companies we recommend for divestment | 10 | 7 | 12 | 14 | X | Small Blend |
| JNL/DFA US Small Cap I | Owns companies we recommend for divestment | 10 | 7 | 12 | 14 | X | Small Blend |
JPUS | JPMorgan Diversified Return US Eq ETF | Owns companies we recommend for divestment | 10 | 11 | 13 | 21 | X | Large Value |
PLGAX | Principal LargeCap Growth I A | Owns companies we recommend for divestment | 10 | 6 | 18 | 19 | X | Large Growth |
PLGIX | Principal LargeCap Growth I Instl | Owns companies we recommend for divestment | 10 | 6 | 18 | 19 | X | Large Growth |
PLGJX | Principal LargeCap Growth I J | Owns companies we recommend for divestment | 10 | 6 | 18 | 19 | X | Large Growth |
PCRSX | Principal LargeCap Growth I R1 | Owns companies we recommend for divestment | 10 | 6 | 18 | 19 | X | Large Growth |
PPUMX | Principal LargeCap Growth I R3 | Owns companies we recommend for divestment | 10 | 6 | 18 | 19 | X | Large Growth |
PPUSX | Principal LargeCap Growth I R4 | Owns companies we recommend for divestment | 10 | 6 | 18 | 19 | X | Large Growth |
PPUPX | Principal LargeCap Growth I R5 | Owns companies we recommend for divestment | 10 | 6 | 18 | 19 | X | Large Growth |
PLCGX | Principal LargeCap Growth I R6 | Owns companies we recommend for divestment | 10 | 6 | 18 | 19 | X | Large Growth |
SFNNX | Schwab Fdmtl Intl Lg Co Idx | Owns companies we recommend for divestment | 10 | 6 | 24 | 12 | X | Foreign Large Value |
FNDF | Schwab Fundamental Intl Lg Co ETF | Owns companies we recommend for divestment | 10 | 6 | 24 | 12 | X | Foreign Large Value |
SCHA | Schwab US Small-Cap ETF™ | Owns companies we recommend for divestment | 10 | 9 | 7 | 15 | X | Small Blend |
WEUSX | SEI World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 10 | 6 | 13 | 7 | X | Foreign Large Blend |
ROKT | SPDR® Kensho Final Frontiers ETF | Owns companies we recommend for divestment | 10 | 0 | 7 | 9 | X | Industrials |
RPBAX | T. Rowe Price Balanced | Owns companies we recommend for divestment | 10 | 14 | 21 | 22 | X | Allocation--50% to 70% Equity |
RBAIX | T. Rowe Price Balanced I | Owns companies we recommend for divestment | 10 | 14 | 21 | 22 | X | Allocation--50% to 70% Equity |
TRMNX | T. Rowe Price Mid-Cap Index | Owns companies we recommend for divestment | 10 | 7 | 6 | 13 | X | Mid-Cap Growth |
TRMSX | T. Rowe Price Mid-Cap Index I | Owns companies we recommend for divestment | 10 | 7 | 6 | 13 | X | Mid-Cap Growth |
TRSZX | T. Rowe Price Mid-Cap Index Z | Owns companies we recommend for divestment | 10 | 7 | 6 | 13 | X | Mid-Cap Growth |
VYM | Vanguard High Dividend Yield ETF | Owns companies we recommend for divestment | 10 | 16 | 14 | 21 | X | Large Value |
VHYAX | Vanguard High Dividend Yield Index Adm | Owns companies we recommend for divestment | 10 | 16 | 14 | 21 | X | Large Value |
DLN | WisdomTree US LargeCap Dividend ETF | Owns companies we recommend for divestment | 10 | 17 | 17 | 23 | X | Large Value |
DGRW | WisdomTree US Quality Dividend Gr ETF | Owns companies we recommend for divestment | 10 | 9 | 8 | 15 | X | Large Blend |
VALQ | American Century STOXX US Qlty Val ETF | Owns companies we recommend for divestment | 9 | 8 | 17 | 14 | X | Large Value |
FFMMX | American Funds American Mutual 529-F-2 | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
FFFMX | American Funds American Mutual 529-F-3 | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
CMLAX | American Funds American Mutual 529A | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
CMLCX | American Funds American Mutual 529C | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
CMLEX | American Funds American Mutual 529E | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
CMLFX | American Funds American Mutual 529F | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
AMRMX | American Funds American Mutual A | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
AMFCX | American Funds American Mutual C | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
AMFFX | American Funds American Mutual F1 | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
AMRFX | American Funds American Mutual F2 | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
AFMFX | American Funds American Mutual F3 | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
RMFAX | American Funds American Mutual R1 | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
RMFBX | American Funds American Mutual R2 | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
RMEBX | American Funds American Mutual R2E | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
RMFCX | American Funds American Mutual R3 | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
RMFEX | American Funds American Mutual R4 | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
RMFFX | American Funds American Mutual R5 | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
RMFHX | American Funds American Mutual R5E | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
RMFGX | American Funds American Mutual R6 | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
CIRAX | American Funds Capital Income Bldr 529A | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
CIRCX | American Funds Capital Income Bldr 529C | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
CIREX | American Funds Capital Income Bldr 529E | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
CIRFX | American Funds Capital Income Bldr 529F | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
FBCIX | American Funds Capital Income Bldr 529F2 | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
FWCBX | American Funds Capital Income Bldr 529F3 | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
CAIBX | American Funds Capital Income Bldr A | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
CIBCX | American Funds Capital Income Bldr C | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
CIBFX | American Funds Capital Income Bldr F1 | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
CAIFX | American Funds Capital Income Bldr F2 | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
CFIHX | American Funds Capital Income Bldr F3 | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
RIRAX | American Funds Capital Income Bldr R1 | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
RIRBX | American Funds Capital Income Bldr R2 | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
RCEEX | American Funds Capital Income Bldr R2E | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
RIRCX | American Funds Capital Income Bldr R3 | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
RIREX | American Funds Capital Income Bldr R4 | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
RIRFX | American Funds Capital Income Bldr R5 | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
RIRHX | American Funds Capital Income Bldr R5E | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
RIRGX | American Funds Capital Income Bldr R6 | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
BBGSX | Bridge Builder Small/Mid Cap Growth | Owns companies we recommend for divestment | 9 | 8 | 9 | 16 | X | Mid-Cap Growth |
REVS | Columbia Research Enhanced Value ETF | Owns companies we recommend for divestment | 9 | 8 | 16 | 12 | X | Large Value |
DFFVX | DFA US Targeted Value I | Owns companies we recommend for divestment | 9 | 6 | 10 | 10 | X | Small Value |
DFTVX | DFA US Targeted Value R1 | Owns companies we recommend for divestment | 9 | 6 | 10 | 10 | X | Small Value |
DFTPX | DFA US Targeted Value R2 | Owns companies we recommend for divestment | 9 | 6 | 10 | 10 | X | Small Value |
DISV | Dimensional International Sm Cp Val ETF | Owns companies we recommend for divestment | 9 | 2 | 11 | 0 | X | Foreign Small/Mid Value |
FADAX | Fidelity Advisor® Dividend Growth A | Owns companies we recommend for divestment | 9 | 5 | 11 | 12 | X | Large Value |
FDGCX | Fidelity Advisor® Dividend Growth C | Owns companies we recommend for divestment | 9 | 5 | 11 | 12 | X | Large Value |
FDGIX | Fidelity Advisor® Dividend Growth I | Owns companies we recommend for divestment | 9 | 5 | 11 | 12 | X | Large Value |
FDGTX | Fidelity Advisor® Dividend Growth M | Owns companies we recommend for divestment | 9 | 5 | 11 | 12 | X | Large Value |
FZADX | Fidelity Advisor® Dividend Growth Z | Owns companies we recommend for divestment | 9 | 5 | 11 | 12 | X | Large Value |
FDGFX | Fidelity® Dividend Growth | Owns companies we recommend for divestment | 9 | 5 | 11 | 12 | X | Large Value |
FDGKX | Fidelity® Dividend Growth K | Owns companies we recommend for divestment | 9 | 5 | 11 | 12 | X | Large Value |
FSPGX | Fidelity® Large Cap Growth Idx | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
FDMO | Fidelity® Momentum Factor ETF | Owns companies we recommend for divestment | 9 | 6 | 12 | 13 | X | Large Growth |
FHOFX | Fidelity® Series Large Cp Grwth Idx | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
FXR | First Trust Indtls/PrdcrDurbAlphaDEX®ETF | Owns companies we recommend for divestment | 9 | 3 | 7 | 7 | X | Industrials |
FLQL | Franklin US Large Cap Mltfctr Idx ETF | Owns companies we recommend for divestment | 9 | 11 | 14 | 16 | X | Large Blend |
GICAX | Goldman Sachs Intl Sm Cp Insghts A | Owns companies we recommend for divestment | 9 | 0 | 12 | 0 | X | Foreign Small/Mid Blend |
GICCX | Goldman Sachs Intl Sm Cp Insghts C | Owns companies we recommend for divestment | 9 | 0 | 12 | 0 | X | Foreign Small/Mid Blend |
GICIX | Goldman Sachs Intl Sm Cp Insghts Instl | Owns companies we recommend for divestment | 9 | 0 | 12 | 0 | X | Foreign Small/Mid Blend |
GIRLX | Goldman Sachs Intl Sm Cp Insghts Inv | Owns companies we recommend for divestment | 9 | 0 | 12 | 0 | X | Foreign Small/Mid Blend |
GGDPX | Goldman Sachs Intl Sm Cp Insghts P | Owns companies we recommend for divestment | 9 | 0 | 12 | 0 | X | Foreign Small/Mid Blend |
GICUX | Goldman Sachs Intl Sm Cp Insghts R6 | Owns companies we recommend for divestment | 9 | 0 | 12 | 0 | X | Foreign Small/Mid Blend |
RODM | Hartford Multifactor Dev Mkts (exUS) ETF | Owns companies we recommend for divestment | 9 | 4 | 12 | 9 | X | Foreign Large Value |
IMFL | Invesco Intl Dev Dynmc Mltfctr ETF | Owns companies we recommend for divestment | 9 | 1 | 14 | 2 | X | Foreign Large Blend |
IUSS | Invesco RAFI™ Strategic US Small Com ETF | Owns companies we recommend for divestment | 9 | 7 | 11 | 12 | X | Small Blend |
DIVB | iShares Core Dividend ETF | Owns companies we recommend for divestment | 9 | 14 | 15 | 19 | X | Large Value |
ISCV | iShares Morningstar Small-Cap Value ETF | Owns companies we recommend for divestment | 9 | 8 | 5 | 13 | X | Small Value |
EFV | iShares MSCI EAFE Value ETF | Owns companies we recommend for divestment | 9 | 3 | 19 | 6 | X | Foreign Large Value |
IWF | iShares Russell 1000 Growth ETF | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
IWL | iShares Russell Top 200 ETF | Owns companies we recommend for divestment | 9 | 16 | 23 | 23 | X | Large Blend |
JHMD | JHancock Multifactor Developed Intl ETF | Owns companies we recommend for divestment | 9 | 5 | 21 | 12 | X | Foreign Large Blend |
JUSA | JPMorgan ActiveBuilders US Lg Cp Eq ETF | Owns companies we recommend for divestment | 9 | 15 | 17 | 24 | X | Large Blend |
SWLGX | Schwab ® US Large-Cap Growth Idx | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
SLCAX | SEI Large Cap A (SIIT) | Owns companies we recommend for divestment | 9 | 19 | 27 | 25 | X | Large Blend |
SLGAX | SEI Large Cap F (SIMT) | Owns companies we recommend for divestment | 9 | 15 | 22 | 23 | X | Large Blend |
SLYCX | SEI Large Cap Y (SIMT) | Owns companies we recommend for divestment | 9 | 15 | 22 | 23 | X | Large Blend |
TMLCX | SEI Tax-Managed Large Cap F (SIMT) | Owns companies we recommend for divestment | 9 | 17 | 19 | 23 | X | Large Blend |
STLYX | SEI Tax-Managed Large Cap Y (SIMT) | Owns companies we recommend for divestment | 9 | 17 | 19 | 23 | X | Large Blend |
TQMVX | T. Rowe Price QM US Value Equity | Owns companies we recommend for divestment | 9 | 9 | 12 | 15 | X | Large Value |
TQVAX | T. Rowe Price QM US Value Equity Adv | Owns companies we recommend for divestment | 9 | 9 | 12 | 15 | X | Large Value |
TQVIX | T. Rowe Price QM US Value Equity I | Owns companies we recommend for divestment | 9 | 9 | 12 | 15 | X | Large Value |
TRIHX | TIAA-CREF Large-Cap Gr Idx Advisor | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
TILIX | TIAA-CREF Large-Cap Gr Idx Instl | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
TRIRX | TIAA-CREF Large-Cap Gr Idx Retire | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
TRIWX | TIAA-CREF Large-Cap Gr Idx W | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
USCGX | USAA Capital Growth | Owns companies we recommend for divestment | 9 | 14 | 22 | 17 | X | Global Large-Stock Blend |
UICGX | USAA Capital Growth Institutional | Owns companies we recommend for divestment | 9 | 14 | 22 | 17 | X | Global Large-Stock Blend |
VIHAX | Vanguard Intl Hi Div Yld Adm | Owns companies we recommend for divestment | 9 | 4 | 15 | 5 | X | Foreign Large Value |
VYMI | Vanguard Intl Hi Div Yld Idx ETF | Owns companies we recommend for divestment | 9 | 4 | 15 | 5 | X | Foreign Large Value |
MGC | Vanguard Mega Cap ETF | Owns companies we recommend for divestment | 9 | 16 | 23 | 23 | X | Large Blend |
VMCTX | Vanguard Mega Cap Index Institutional | Owns companies we recommend for divestment | 9 | 16 | 23 | 23 | X | Large Blend |
VONG | Vanguard Russell 1000 Growth ETF | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
VRGWX | Vanguard Russell 1000 Growth Index I | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
VFMF | Vanguard US Multifactor ETF | Owns companies we recommend for divestment | 9 | 10 | 13 | 16 | X | Mid-Cap Blend |
IICFX | Voya Multi-Manager Intl Factors I | Owns companies we recommend for divestment | 9 | 3 | 18 | 9 | X | Foreign Large Blend |
VPMFX | Voya Multi-Manager Intl Factors P3 | Owns companies we recommend for divestment | 9 | 3 | 18 | 9 | X | Foreign Large Blend |
IICWX | Voya Multi-Manager Intl Factors W | Owns companies we recommend for divestment | 9 | 3 | 18 | 9 | X | Foreign Large Blend |
IRLIX | Voya Russell Large Cap Index Port A | Owns companies we recommend for divestment | 9 | 16 | 23 | 23 | X | Large Blend |
IIRLX | Voya Russell Large Cap Index Port I | Owns companies we recommend for divestment | 9 | 16 | 23 | 23 | X | Large Blend |
IRLCX | Voya Russell Large Cap Index Port S | Owns companies we recommend for divestment | 9 | 16 | 23 | 23 | X | Large Blend |
IRLUX | Voya Russell Large Cap Index Port S2 | Owns companies we recommend for divestment | 9 | 16 | 23 | 23 | X | Large Blend |
NTSI | WisdomTree International Efficnt Cr ETF | Owns companies we recommend for divestment | 9 | 6 | 17 | 9 | X | Global Allocation |
DIM | WisdomTree International MidCap Div ETF | Owns companies we recommend for divestment | 9 | 1 | 12 | 4 | X | Foreign Small/Mid Value |
ABWAX | AB All Market Total Return A | Owns companies we recommend for divestment | 8 | 14 | 15 | 16 | X | Allocation--50% to 70% Equity |
ABWYX | AB All Market Total Return Advisor | Owns companies we recommend for divestment | 8 | 14 | 15 | 16 | X | Allocation--50% to 70% Equity |
ABWCX | AB All Market Total Return C | Owns companies we recommend for divestment | 8 | 14 | 15 | 16 | X | Allocation--50% to 70% Equity |
ABWIX | AB All Market Total Return I | Owns companies we recommend for divestment | 8 | 14 | 15 | 16 | X | Allocation--50% to 70% Equity |
ABWKX | AB All Market Total Return K | Owns companies we recommend for divestment | 8 | 14 | 15 | 16 | X | Allocation--50% to 70% Equity |
ABWRX | AB All Market Total Return R | Owns companies we recommend for divestment | 8 | 14 | 15 | 16 | X | Allocation--50% to 70% Equity |
CIMAX | American Funds Income Fund of Amer 529A | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
CIMCX | American Funds Income Fund of Amer 529C | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
CIMEX | American Funds Income Fund of Amer 529E | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
CIMFX | American Funds Income Fund of Amer 529F1 | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
FAIFX | American Funds Income Fund of Amer 529F2 | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
FFIFX | American Funds Income Fund of Amer 529F3 | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
AMECX | American Funds Income Fund of Amer A | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
IFACX | American Funds Income Fund of Amer C | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
IFAFX | American Funds Income Fund of Amer F1 | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
AMEFX | American Funds Income Fund of Amer F2 | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
FIFAX | American Funds Income Fund of Amer F3 | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
RIDAX | American Funds Income Fund of Amer R1 | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
RIDBX | American Funds Income Fund of Amer R2 | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
RIEBX | American Funds Income Fund of Amer R2E | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
RIDCX | American Funds Income Fund of Amer R3 | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
RIDEX | American Funds Income Fund of Amer R4 | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
RIDFX | American Funds Income Fund of Amer R5 | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
RIDHX | American Funds Income Fund of Amer R5E | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
RIDGX | American Funds Income Fund of Amer R6 | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
FNFWX | American Funds New World 529-F-2 | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
FWWNX | American Funds New World 529-F-3 | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
CNWAX | American Funds New World 529A | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
CNWCX | American Funds New World 529C | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
CNWEX | American Funds New World 529E | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
CNWFX | American Funds New World 529F | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
NEWFX | American Funds New World A | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
NEWCX | American Funds New World C | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
NWFFX | American Funds New World F1 | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
NFFFX | American Funds New World F2 | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
FNWFX | American Funds New World F3 | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
RNWAX | American Funds New World R1 | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
RNWBX | American Funds New World R2 | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
RNEBX | American Funds New World R2E | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
RNWCX | American Funds New World R3 | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
RNWEX | American Funds New World R4 | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
RNWFX | American Funds New World R5 | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
RNWHX | American Funds New World R5E | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
RNWGX | American Funds New World R6 | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
MALVX | BlackRock Advantage Large Cap Val Instl | Owns companies we recommend for divestment | 8 | 12 | 13 | 19 | X | Large Value |
MDLVX | BlackRock Advantage Large Cap Val Inv A | Owns companies we recommend for divestment | 8 | 12 | 13 | 19 | X | Large Value |
MCLVX | BlackRock Advantage Large Cap Val Inv C | Owns companies we recommend for divestment | 8 | 12 | 13 | 19 | X | Large Value |
MLVKX | BlackRock Advantage Large Cap Val K | Owns companies we recommend for divestment | 8 | 12 | 13 | 19 | X | Large Value |
MRLVX | BlackRock Advantage Large Cap Val R | Owns companies we recommend for divestment | 8 | 12 | 13 | 19 | X | Large Value |
CGUS | Capital Group Core Equity ETF | Owns companies we recommend for divestment | 8 | 4 | 13 | 15 | X | Large Blend |
DISMX | DFA International Small Cap Growth | Owns companies we recommend for divestment | 8 | 3 | 12 | 1 | X | Foreign Small/Mid Growth |
DFIVX | DFA International Value I | Owns companies we recommend for divestment | 8 | 6 | 16 | 8 | X | Foreign Large Value |
DFVIX | DFA International Value III | Owns companies we recommend for divestment | 8 | 6 | 16 | 8 | X | Foreign Large Value |
DFIPX | DFA International Value R2 | Owns companies we recommend for divestment | 8 | 6 | 16 | 8 | X | Foreign Large Value |
DIHP | Dimensional International High Pbly ETF | Owns companies we recommend for divestment | 8 | 2 | 17 | 5 | X | Foreign Large Blend |
DFIV | Dimensional International Value ETF | Owns companies we recommend for divestment | 8 | 6 | 17 | 9 | X | Foreign Large Value |
DFSV | Dimensional US Small Cap Value ETF | Owns companies we recommend for divestment | 8 | 5 | 9 | 8 | X | Small Value |
FABLX | Fidelity Advisor® Balanced A | Owns companies we recommend for divestment | 8 | 15 | 15 | 20 | X | Allocation--50% to 70% Equity |
FABCX | Fidelity Advisor® Balanced C | Owns companies we recommend for divestment | 8 | 15 | 15 | 20 | X | Allocation--50% to 70% Equity |
FAIOX | Fidelity Advisor® Balanced I | Owns companies we recommend for divestment | 8 | 15 | 15 | 20 | X | Allocation--50% to 70% Equity |
FAIGX | Fidelity Advisor® Balanced M | Owns companies we recommend for divestment | 8 | 15 | 15 | 20 | X | Allocation--50% to 70% Equity |
FZAAX | Fidelity Advisor® Balanced Z | Owns companies we recommend for divestment | 8 | 15 | 15 | 20 | X | Allocation--50% to 70% Equity |
FNIAX | Fidelity Advisor® New Insights A | Owns companies we recommend for divestment | 8 | 12 | 18 | 16 | X | Large Growth |
FNICX | Fidelity Advisor® New Insights C | Owns companies we recommend for divestment | 8 | 12 | 18 | 16 | X | Large Growth |
FINSX | Fidelity Advisor® New Insights I | Owns companies we recommend for divestment | 8 | 12 | 18 | 16 | X | Large Growth |
FNITX | Fidelity Advisor® New Insights M | Owns companies we recommend for divestment | 8 | 12 | 18 | 16 | X | Large Growth |
FZANX | Fidelity Advisor® New Insights Z | Owns companies we recommend for divestment | 8 | 12 | 18 | 16 | X | Large Growth |
FASDX | Fidelity Advisor® Strategic Div & Inc® A | Owns companies we recommend for divestment | 8 | 42 | 12 | 48 | X | Allocation--70% to 85% Equity |
FCSDX | Fidelity Advisor® Strategic Div & Inc® C | Owns companies we recommend for divestment | 8 | 42 | 12 | 48 | X | Allocation--70% to 85% Equity |
FSIDX | Fidelity Advisor® Strategic Div & Inc® I | Owns companies we recommend for divestment | 8 | 42 | 12 | 48 | X | Allocation--70% to 85% Equity |
FTSDX | Fidelity Advisor® Strategic Div & Inc® M | Owns companies we recommend for divestment | 8 | 42 | 12 | 48 | X | Allocation--70% to 85% Equity |
FIQWX | Fidelity Advisor® Strategic Div & Inc® Z | Owns companies we recommend for divestment | 8 | 42 | 12 | 48 | X | Allocation--70% to 85% Equity |
FBALX | Fidelity® Balanced | Owns companies we recommend for divestment | 8 | 15 | 15 | 20 | X | Allocation--50% to 70% Equity |
FBAKX | Fidelity® Balanced K | Owns companies we recommend for divestment | 8 | 15 | 15 | 20 | X | Allocation--50% to 70% Equity |
FBKFX | Fidelity® Balanced K6 | Owns companies we recommend for divestment | 8 | 15 | 15 | 20 | X | Allocation--50% to 70% Equity |
FLCEX | Fidelity® Large Cap Core Enhanced Index | Owns companies we recommend for divestment | 8 | 14 | 18 | 20 | X | Large Blend |
FITMX | Fidelity® SAI International Mtm Idx | Owns companies we recommend for divestment | 8 | 3 | 9 | 2 | X | Foreign Large Growth |
FSUVX | Fidelity® SAI US LowVolatility Idx | Owns companies we recommend for divestment | 8 | 6 | 8 | 14 | X | Large Blend |
FSAEX | Fidelity® Series All-Sector Equity | Owns companies we recommend for divestment | 8 | 11 | 14 | 18 | X | Large Blend |
FSDIX | Fidelity® Strategic Dividend & Income® | Owns companies we recommend for divestment | 8 | 42 | 12 | 48 | X | Allocation--70% to 85% Equity |
PFM | Invesco Dividend Achievers™ ETF | Owns companies we recommend for divestment | 8 | 12 | 13 | 16 | X | Large Value |
IEUR | iShares Core MSCI Europe ETF | Owns companies we recommend for divestment | 8 | 7 | 12 | 8 | X | Europe Stock |
IWX | iShares Russell Top 200 Value ETF | Owns companies we recommend for divestment | 8 | 13 | 19 | 18 | X | Large Value |
IVW | iShares S&P 500 Growth ETF | Owns companies we recommend for divestment | 8 | 5 | 13 | 14 | X | Large Growth |
IETC | iShares U.S. Tech Independence Fcs ETF | Owns companies we recommend for divestment | 8 | 3 | 16 | 16 | X | Technology |
ITA | iShares US Aerospace & Defense ETF | Owns companies we recommend for divestment | 8 | 1 | 7 | 8 | X | Industrials |
JPME | JPMorgan Divers Ret US Mid Cp Eq ETF | Owns companies we recommend for divestment | 8 | 7 | 3 | 12 | X | Mid-Cap Blend |
JMEE | JPMorgan Market Expansion Enh Eq ETF | Owns companies we recommend for divestment | 8 | 8 | 7 | 14 | X | Small Blend |
PINZX | Principal Overseas Instl | Owns companies we recommend for divestment | 8 | 3 | 18 | 8 | X | Foreign Large Value |
PINTX | Principal Overseas R3 | Owns companies we recommend for divestment | 8 | 3 | 18 | 8 | X | Foreign Large Value |
PINUX | Principal Overseas R4 | Owns companies we recommend for divestment | 8 | 3 | 18 | 8 | X | Foreign Large Value |
SCPAX | SEI Large Cap Disciplined Eq A (SIIT) | Owns companies we recommend for divestment | 8 | 13 | 22 | 19 | X | Large Blend |
TRMVX | SEI Large Cap Value F (SIMT) | Owns companies we recommend for divestment | 8 | 12 | 17 | 17 | X | Large Value |
SEUIX | SEI Large Cap Value I (SIMT) | Owns companies we recommend for divestment | 8 | 12 | 17 | 17 | X | Large Value |
SVAYX | SEI Large Cap Value Y (SIMT) | Owns companies we recommend for divestment | 8 | 12 | 17 | 17 | X | Large Value |
SSMAX | SEI Small/Mid Cap Equity A (SIIT) | Owns companies we recommend for divestment | 8 | 9 | 4 | 11 | X | Small Blend |
SEHAX | SEI US Equity Factor Allocation A (SIIT) | Owns companies we recommend for divestment | 8 | 13 | 15 | 17 | X | Large Blend |
SPEU | SPDR® Portfolio Europe ETF | Owns companies we recommend for divestment | 8 | 7 | 16 | 8 | X | Europe Stock |
SPYG | SPDR® Portfolio S&P 500 Growth ETF | Owns companies we recommend for divestment | 8 | 5 | 13 | 14 | X | Large Growth |
XAR | SPDR® S&P Aerospace & Defense ETF | Owns companies we recommend for divestment | 8 | 1 | 7 | 8 | X | Industrials |
TRSGX | T. Rowe Price Spectrum Mod Gr Allc | Owns companies we recommend for divestment | 8 | 14 | 18 | 19 | X | Allocation--70% to 85% Equity |
TGIPX | T. Rowe Price Spectrum Mod Gr Allc I | Owns companies we recommend for divestment | 8 | 14 | 18 | 19 | X | Allocation--70% to 85% Equity |
PRCOX | T. Rowe Price U.S. Equity Research | Owns companies we recommend for divestment | 8 | 13 | 14 | 18 | X | Large Blend |
PACOX | T. Rowe Price U.S. Equity Research Adv | Owns companies we recommend for divestment | 8 | 13 | 14 | 18 | X | Large Blend |
PCCOX | T. Rowe Price U.S. Equity Research I | Owns companies we recommend for divestment | 8 | 13 | 14 | 18 | X | Large Blend |
RRCOX | T. Rowe Price U.S. Equity Research R | Owns companies we recommend for divestment | 8 | 13 | 14 | 18 | X | Large Blend |
PCUZX | T. Rowe Price U.S. Equity Research Z | Owns companies we recommend for divestment | 8 | 13 | 14 | 18 | X | Large Blend |
TSPA | T. Rowe Price US Equity Research ETF | Owns companies we recommend for divestment | 8 | 13 | 14 | 18 | X | Large Blend |
VEUSX | Vanguard European Stock Index Admiral | Owns companies we recommend for divestment | 8 | 7 | 15 | 8 | X | Europe Stock |
VESIX | Vanguard European Stock Index Instl | Owns companies we recommend for divestment | 8 | 7 | 15 | 8 | X | Europe Stock |
VEUPX | Vanguard European Stock Index Instl Plus | Owns companies we recommend for divestment | 8 | 7 | 15 | 8 | X | Europe Stock |
VEURX | Vanguard European Stock Index Investor | Owns companies we recommend for divestment | 8 | 7 | 15 | 8 | X | Europe Stock |
VEXRX | Vanguard Explorer Adm | Owns companies we recommend for divestment | 8 | 7 | 4 | 11 | X | Small Growth |
VEXPX | Vanguard Explorer Inv | Owns companies we recommend for divestment | 8 | 7 | 4 | 11 | X | Small Growth |
VGK | Vanguard FTSE Europe ETF | Owns companies we recommend for divestment | 8 | 7 | 15 | 8 | X | Europe Stock |
MGV | Vanguard Mega Cap Value ETF | Owns companies we recommend for divestment | 8 | 13 | 16 | 16 | X | Large Value |
VMVLX | Vanguard Mega Cap Value Index Instl | Owns companies we recommend for divestment | 8 | 13 | 16 | 16 | X | Large Value |
VOOG | Vanguard S&P 500 Growth ETF | Owns companies we recommend for divestment | 8 | 5 | 13 | 14 | X | Large Growth |
VSPGX | Vanguard S&P 500 Growth Index Instl | Owns companies we recommend for divestment | 8 | 5 | 13 | 14 | X | Large Growth |
VWNAX | Vanguard Windsor™ II Admiral™ | Owns companies we recommend for divestment | 8 | 13 | 18 | 19 | X | Large Value |
VWNFX | Vanguard Windsor™ II Inv | Owns companies we recommend for divestment | 8 | 13 | 18 | 19 | X | Large Value |
NAWGX | Voya Global High Dividend Low Vol A | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
NAWCX | Voya Global High Dividend Low Vol C | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
NAWIX | Voya Global High Dividend Low Vol I | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
IGHAX | Voya Global High Dividend Low Vol Port A | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
IIGZX | Voya Global High Dividend Low Vol Port I | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
IGHSX | Voya Global High Dividend Low Vol Port S | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
VGVTX | Voya Global High Dividend Low Vol Port T | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
IWTTX | Voya Global High Dividend Low Vol PortS2 | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
VGHRX | Voya Global High Dividend Low Vol R6 | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
IGVWX | Voya Global High Dividend Low Vol W | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
IRVAX | Voya Russell Large Cap Value Idx Port A | Owns companies we recommend for divestment | 8 | 13 | 19 | 18 | X | Large Value |
IRVIX | Voya Russell Large Cap Value Idx Port I | Owns companies we recommend for divestment | 8 | 13 | 19 | 18 | X | Large Value |
IRVSX | Voya Russell Large Cap Value Idx Port S | Owns companies we recommend for divestment | 8 | 13 | 19 | 18 | X | Large Value |
DEW | WisdomTree Global High Dividend ETF | Owns companies we recommend for divestment | 8 | 13 | 14 | 12 | X | Global Large-Stock Value |
DON | WisdomTree US MidCap Dividend ETF | Owns companies we recommend for divestment | 8 | 4 | 3 | 10 | X | Mid-Cap Value |
USMF | WisdomTree US Multifactor | Owns companies we recommend for divestment | 8 | 5 | 9 | 11 | X | Mid-Cap Blend |
| Allspring Factor Enhanced Small Cap Eq | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Small Blend |
ALVAX | American Beacon Large Cap Value A | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
AVASX | American Beacon Large Cap Value Adv | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
ALVCX | American Beacon Large Cap Value C | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
AAGPX | American Beacon Large Cap Value Inv | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
AADEX | American Beacon Large Cap Value R5 | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
AALRX | American Beacon Large Cap Value R6 | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
ABLYX | American Beacon Large Cap Value Y | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
QINT | American Century Quality Dvrs Intl ETF | Owns companies we recommend for divestment | 7 | 6 | 11 | 5 | X | Foreign Large Blend |
FFGGX | American Funds Global Balanced 529-F-2 | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
FFBGX | American Funds Global Balanced 529-F-3 | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
CBFAX | American Funds Global Balanced 529A | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
CBFCX | American Funds Global Balanced 529C | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
CBFEX | American Funds Global Balanced 529E | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
CBFFX | American Funds Global Balanced 529F1 | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
GBLAX | American Funds Global Balanced A | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
GBLCX | American Funds Global Balanced C | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
GBLEX | American Funds Global Balanced F1 | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
GBLFX | American Funds Global Balanced F2 | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
GFBLX | American Funds Global Balanced F3 | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
RGBLX | American Funds Global Balanced R1 | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
RGBBX | American Funds Global Balanced R2 | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
RGGHX | American Funds Global Balanced R2E | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
RGBCX | American Funds Global Balanced R3 | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
RGBEX | American Funds Global Balanced R4 | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
RGBFX | American Funds Global Balanced R5 | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
RGBHX | American Funds Global Balanced R5E | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
RGBGX | American Funds Global Balanced R6 | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
CIICX | American Funds Intl Gr and Inc 529C | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
CGIEX | American Funds Intl Gr and Inc 529E | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
CGIFX | American Funds Intl Gr and Inc 529F1 | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
IGAAX | American Funds Intl Gr and Inc A | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
IGICX | American Funds Intl Gr and Inc C | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
IGIFX | American Funds Intl Gr and Inc F1 | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
IGFFX | American Funds Intl Gr and Inc F2 | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
IGAIX | American Funds Intl Gr and Inc F3 | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
RIGAX | American Funds Intl Gr and Inc R1 | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
RIGBX | American Funds Intl Gr and Inc R2 | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
RIIEX | American Funds Intl Gr and Inc R2E | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
RGICX | American Funds Intl Gr and Inc R3 | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
RIGEX | American Funds Intl Gr and Inc R4 | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
RIGFX | American Funds Intl Gr and Inc R5 | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
RIGIX | American Funds Intl Gr and Inc R5E | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
RIGGX | American Funds Intl Gr and Inc R6 | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
FGGGX | American Funds Intl Gr and Inc529-F-2 | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
FGIGX | American Funds Intl Gr and Inc529-F-3 | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
CGIAX | American Funds Intl Gr and Inc529A | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
FNEEX | American Funds New Economy 529-F-2 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
FNNEX | American Funds New Economy 529-F-3 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
CNGAX | American Funds New Economy 529A | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
CNGCX | American Funds New Economy 529C | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
CNGEX | American Funds New Economy 529E | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
CNGFX | American Funds New Economy 529F | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
ANEFX | American Funds New Economy A | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
ANFCX | American Funds New Economy C | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
ANFFX | American Funds New Economy F1 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
NEFFX | American Funds New Economy F2 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
FNEFX | American Funds New Economy F3 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
RNGAX | American Funds New Economy R1 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
RNGBX | American Funds New Economy R2 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
RNNEX | American Funds New Economy R2E | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
RNGCX | American Funds New Economy R3 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
RNGEX | American Funds New Economy R4 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
RNGFX | American Funds New Economy R5 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
RNGHX | American Funds New Economy R5E | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
RNGGX | American Funds New Economy R6 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
LBWAX | BrandywineGLOBAL Div US Large Value A | Owns companies we recommend for divestment | 7 | 13 | 11 | 16 | X | Large Value |
LBWCX | BrandywineGLOBAL Div US Large Value C | Owns companies we recommend for divestment | 7 | 13 | 11 | 16 | X | Large Value |
LBWIX | BrandywineGLOBAL Div US Large Value I | Owns companies we recommend for divestment | 7 | 13 | 11 | 16 | X | Large Value |
LBISX | BrandywineGLOBAL Div US Large Value IS | Owns companies we recommend for divestment | 7 | 13 | 11 | 16 | X | Large Value |
LBDRX | BrandywineGLOBAL Div US Large Value R | Owns companies we recommend for divestment | 7 | 13 | 11 | 16 | X | Large Value |
CGGR | Capital Group Growth ETF | Owns companies we recommend for divestment | 7 | 8 | 9 | 12 | X | Large Growth |
NTIAX | Columbia Mid Cap Index A | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
NMPAX | Columbia Mid Cap Index Inst | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
CPXRX | Columbia Mid Cap Index Inst2 | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
CMDYX | Columbia Mid Cap Index Inst3 | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
FGIRX | Fidelity Advisor® Growth & Income A | Owns companies we recommend for divestment | 7 | 9 | 11 | 13 | X | Large Value |
FGIUX | Fidelity Advisor® Growth & Income C | Owns companies we recommend for divestment | 7 | 9 | 11 | 13 | X | Large Value |
FGIOX | Fidelity Advisor® Growth & Income I | Owns companies we recommend for divestment | 7 | 9 | 11 | 13 | X | Large Value |
FGITX | Fidelity Advisor® Growth & Income M | Owns companies we recommend for divestment | 7 | 9 | 11 | 13 | X | Large Value |
FGIZX | Fidelity Advisor® Growth & Income Z | Owns companies we recommend for divestment | 7 | 9 | 11 | 13 | X | Large Value |
FLXSX | Fidelity® Flex Small Cap Index | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
FGRIX | Fidelity® Growth & Income | Owns companies we recommend for divestment | 7 | 9 | 11 | 13 | X | Large Value |
FGIKX | Fidelity® Growth & Income K | Owns companies we recommend for divestment | 7 | 9 | 11 | 13 | X | Large Value |
FDEV | Fidelity® International Multifactor ETF | Owns companies we recommend for divestment | 7 | 3 | 9 | 3 | X | Foreign Large Blend |
FMEIX | Fidelity® Mid Cap Enhanced Index | Owns companies we recommend for divestment | 7 | 8 | 4 | 10 | X | Mid-Cap Blend |
FMILX | Fidelity® New Millennium | Owns companies we recommend for divestment | 7 | 7 | 11 | 12 | X | Large Value |
FSSNX | Fidelity® Small Cap Index | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
FSMD | Fidelity® Small-Mid Multifactor ETF | Owns companies we recommend for divestment | 7 | 6 | 5 | 10 | X | Small Blend |
AFLG | First Trust Active Factor Large Cap ETF | Owns companies we recommend for divestment | 7 | 11 | 15 | 12 | X | Large Blend |
FNX | First Trust Mid Cap Core AlphaDEX® ETF | Owns companies we recommend for divestment | 7 | 6 | 4 | 9 | X | Mid-Cap Blend |
FAD | First Trust Multi Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 7 | 5 | 8 | 12 | X | Mid-Cap Growth |
RNDV | First Trust US Equity Dividend Sel ETF | Owns companies we recommend for divestment | 7 | 11 | 13 | 16 | X | Large Value |
DIVI | Franklin Intl Core Div Tlt Idx ETF | Owns companies we recommend for divestment | 7 | 4 | 17 | 8 | X | Foreign Large Value |
FCEUX | Franklin U.S. Core Equity Advisor | Owns companies we recommend for divestment | 7 | 12 | 15 | 14 | X | Large Blend |
UDIV | Franklin US Core Dividend Tilt Index ETF | Owns companies we recommend for divestment | 7 | 16 | 21 | 24 | X | Large Blend |
GALLX | Goldman Sachs Flexible Cap A | Owns companies we recommend for divestment | 7 | 9 | 13 | 13 | X | Large Blend |
GCLLX | Goldman Sachs Flexible Cap C | Owns companies we recommend for divestment | 7 | 9 | 13 | 13 | X | Large Blend |
GILLX | Goldman Sachs Flexible Cap Institutional | Owns companies we recommend for divestment | 7 | 9 | 13 | 13 | X | Large Blend |
GSLLX | Goldman Sachs Flexible Cap Investor | Owns companies we recommend for divestment | 7 | 9 | 13 | 13 | X | Large Blend |
GGZPX | Goldman Sachs Flexible Cap P | Owns companies we recommend for divestment | 7 | 9 | 13 | 13 | X | Large Blend |
GRLLX | Goldman Sachs Flexible Cap R | Owns companies we recommend for divestment | 7 | 9 | 13 | 13 | X | Large Blend |
GFCUX | Goldman Sachs Flexible Cap R6 | Owns companies we recommend for divestment | 7 | 9 | 13 | 13 | X | Large Blend |
ITHAX | Hartford Capital Appreciation A | Owns companies we recommend for divestment | 7 | 8 | 11 | 12 | X | Large Blend |
HCACX | Hartford Capital Appreciation C | Owns companies we recommend for divestment | 7 | 8 | 11 | 12 | X | Large Blend |
HCAFX | Hartford Capital Appreciation F | Owns companies we recommend for divestment | 7 | 8 | 11 | 12 | X | Large Blend |
ITHIX | Hartford Capital Appreciation I | Owns companies we recommend for divestment | 7 | 8 | 11 | 12 | X | Large Blend |
ITHRX | Hartford Capital Appreciation R3 | Owns companies we recommend for divestment | 7 | 8 | 11 | 12 | X | Large Blend |
ITHSX | Hartford Capital Appreciation R4 | Owns companies we recommend for divestment | 7 | 8 | 11 | 12 | X | Large Blend |
ITHTX | Hartford Capital Appreciation R5 | Owns companies we recommend for divestment | 7 | 8 | 11 | 12 | X | Large Blend |
ITHVX | Hartford Capital Appreciation R6 | Owns companies we recommend for divestment | 7 | 8 | 11 | 12 | X | Large Blend |
HCAYX | Hartford Capital Appreciation Y | Owns companies we recommend for divestment | 7 | 8 | 11 | 12 | X | Large Blend |
RODE | Hartford Multifactor Divers Intl ETF | Owns companies we recommend for divestment | 7 | 3 | 13 | 5 | X | Foreign Large Value |
EQWL | Invesco S&P 100 Equal Weight ETF | Owns companies we recommend for divestment | 7 | 12 | 19 | 18 | X | Large Value |
QVMM | Invesco S&P MidCap 400 QVM Mlt-fctr ETF | Owns companies we recommend for divestment | 7 | 7 | 4 | 10 | X | Mid-Cap Blend |
RWK | Invesco S&P MidCap 400 Revenue ETF | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Value |
EWMC | Invesco S&P MidCap 400® Equal Weight ETF | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Small Blend |
IJH | iShares Core S&P Mid-Cap ETF | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
IVLU | iShares Edge MSCI Intl Value Factor ETF | Owns companies we recommend for divestment | 7 | 5 | 16 | 8 | X | Foreign Large Value |
IMCG | iShares Morningstar Mid-Cap Growth ETF | Owns companies we recommend for divestment | 7 | 3 | 4 | 9 | X | Mid-Cap Growth |
IMCV | iShares Morningstar Mid-Cap Value ETF | Owns companies we recommend for divestment | 7 | 5 | 6 | 10 | X | Mid-Cap Value |
EFG | iShares MSCI EAFE Growth ETF | Owns companies we recommend for divestment | 7 | 3 | 9 | 7 | X | Foreign Large Growth |
MTUM | iShares MSCI USA Momentum Factor ETF | Owns companies we recommend for divestment | 7 | 4 | 8 | 6 | X | Large Growth |
IWM | iShares Russell 2000 ETF | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
MASKX | iShares Russell 2000 Small-Cap Idx Instl | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
MDSKX | iShares Russell 2000 Small-Cap Idx Inv A | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
BDBPX | iShares Russell 2000 Small-Cap Idx Inv P | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
BDBKX | iShares Russell 2000 Small-Cap Idx K | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
OEF | iShares S&P 100 ETF | Owns companies we recommend for divestment | 7 | 12 | 19 | 18 | X | Large Blend |
LRGF | iShares U.S. Equity Factor ETF | Owns companies we recommend for divestment | 7 | 15 | 21 | 22 | X | Large Blend |
| JNL Mid Cap Index I | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
| JNL Multi-Manager Small Cap Growth A | Owns companies we recommend for divestment | 7 | 4 | 1 | 7 | X | Small Growth |
| JNL Multi-Manager Small Cap Growth I | Owns companies we recommend for divestment | 7 | 4 | 1 | 7 | X | Small Growth |
BBMC | JPMorgan BetaBuilders US Mid Cap Eq ETF | Owns companies we recommend for divestment | 7 | 7 | 4 | 10 | X | Mid-Cap Blend |
JDEAX | JPMorgan US Research Enhanced Equity A | Owns companies we recommend for divestment | 7 | 12 | 12 | 20 | X | Large Blend |
JDESX | JPMorgan US Research Enhanced Equity I | Owns companies we recommend for divestment | 7 | 12 | 12 | 20 | X | Large Blend |
JDEUX | JPMorgan US Research Enhanced Equity R6 | Owns companies we recommend for divestment | 7 | 12 | 12 | 20 | X | Large Blend |
NOLVX | Northern Large Cap Value | Owns companies we recommend for divestment | 7 | 7 | 15 | 13 | X | Large Value |
NOMIX | Northern Mid Cap Index | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
NSIDX | Northern Small Cap Index | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
MPSIX | Principal MidCap S&P 400 Index Inst | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
PMFJX | Principal MidCap S&P 400 Index J | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
PMAPX | Principal MidCap S&P 400 Index R-6 | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
PMSSX | Principal MidCap S&P 400 Index R1 | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
PMFMX | Principal MidCap S&P 400 Index R3 | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
PMFSX | Principal MidCap S&P 400 Index R4 | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
PMFPX | Principal MidCap S&P 400 Index R5 | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
SWSSX | Schwab Small Cap Index | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
SEMCX | SEI Mid-Cap F (SIMT) | Owns companies we recommend for divestment | 7 | 6 | 7 | 8 | X | Mid-Cap Blend |
SIPIX | SEI Mid-Cap I (SIMT) | Owns companies we recommend for divestment | 7 | 6 | 7 | 8 | X | Mid-Cap Blend |
SFDYX | SEI Mid-Cap Y (SIMT) | Owns companies we recommend for divestment | 7 | 6 | 7 | 8 | X | Mid-Cap Blend |
SLPAX | SEI Small Cap A (SIIT) | Owns companies we recommend for divestment | 7 | 5 | 5 | 9 | X | Small Blend |
SMINX | SEI Tax-Managed Intl Mgd Vol F (SIMT) | Owns companies we recommend for divestment | 7 | 2 | 10 | 7 | X | Foreign Large Value |
SIMYX | SEI Tax-Managed Intl Mgd Vol Y (SIMT) | Owns companies we recommend for divestment | 7 | 2 | 10 | 7 | X | Foreign Large Value |
SVYAX | SEI US Managed Volatility A (SIIT) | Owns companies we recommend for divestment | 7 | 5 | 12 | 12 | X | Large Value |
SVOAX | SEI US Managed Volatility F (SIMT) | Owns companies we recommend for divestment | 7 | 5 | 12 | 12 | X | Large Value |
SEVIX | SEI US Managed Volatility I (SIMT) | Owns companies we recommend for divestment | 7 | 5 | 12 | 12 | X | Large Value |
SUSYX | SEI US Managed Volatility Y (SIMT) | Owns companies we recommend for divestment | 7 | 5 | 12 | 12 | X | Large Value |
SPMIX | Shelton S&P Midcap Index Investor | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
MIDKX | Shelton S&P Midcap Index K | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
DGT | SPDR® Global Dow ETF | Owns companies we recommend for divestment | 7 | 10 | 22 | 15 | X | Global Large-Stock Value |
SPMD | SPDR® Portfolio S&P 400 Mid Cap ETF | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
ONEV | SPDR® Russell 1000 Low Vol Foc ETF | Owns companies we recommend for divestment | 7 | 3 | 6 | 10 | X | Mid-Cap Value |
MDY | SPDR® S&P MIDCAP 400 ETF Trust | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
TQGEX | T. Rowe Price QM Global Equity | Owns companies we recommend for divestment | 7 | 10 | 13 | 16 | X | Global Large-Stock Blend |
TQGAX | T. Rowe Price QM Global Equity Advisor | Owns companies we recommend for divestment | 7 | 10 | 13 | 16 | X | Global Large-Stock Blend |
TQGIX | T. Rowe Price QM Global Equity I | Owns companies we recommend for divestment | 7 | 10 | 13 | 16 | X | Global Large-Stock Blend |
TRSYX | T. Rowe Price Small-Cap Index | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
TRCSX | T. Rowe Price Small-Cap Index I | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
TRZIX | T. Rowe Price Small-Cap Index Z | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
TRHBX | TIAA-CREF Small-Cap Blend Idx Advisor | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
TISBX | TIAA-CREF Small-Cap Blend Idx Inst | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
TRBIX | TIAA-CREF Small-Cap Blend Idx Retire | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
VTWO | Vanguard Russell 2000 ETF | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
VRTIX | Vanguard Russell 2000 Index I | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
IVOO | Vanguard S&P Mid-Cap 400 ETF | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
VSPMX | Vanguard S&P Mid-Cap 400 Index I | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
ULVM | VictoryShares US Value Momentum ETF | Owns companies we recommend for divestment | 7 | 6 | 12 | 12 | X | Large Value |
VYCAX | Voya Corporate Leaders 100 A | Owns companies we recommend for divestment | 7 | 12 | 18 | 17 | X | Large Value |
VYCBX | Voya Corporate Leaders 100 C | Owns companies we recommend for divestment | 7 | 12 | 18 | 17 | X | Large Value |
VYCCX | Voya Corporate Leaders 100 I | Owns companies we recommend for divestment | 7 | 12 | 18 | 17 | X | Large Value |
VYCFX | Voya Corporate Leaders 100 R | Owns companies we recommend for divestment | 7 | 12 | 18 | 17 | X | Large Value |
VYCGX | Voya Corporate Leaders 100 R6 | Owns companies we recommend for divestment | 7 | 12 | 18 | 17 | X | Large Value |
VYCIX | Voya Corporate Leaders 100 W | Owns companies we recommend for divestment | 7 | 12 | 18 | 17 | X | Large Value |
IPMIX | Voya Index Plus MidCap Port I | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
IPMSX | Voya Index Plus MidCap Port S | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
VYMQX | Voya Mid Cap Research Enhanced Index A | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
VYMRX | Voya Mid Cap Research Enhanced Index C | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
VYMSX | Voya Mid Cap Research Enhanced Index I | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
VYMVX | Voya Mid Cap Research Enhanced Index R | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
VYMYX | Voya Mid Cap Research Enhanced Index W | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
IMCVX | Voya Multi-Manager Mid Cap Value I | Owns companies we recommend for divestment | 7 | 5 | 6 | 9 | X | Mid-Cap Value |
VMMCX | Voya Multi-Manager Mid Cap Value P | Owns companies we recommend for divestment | 7 | 5 | 6 | 9 | X | Mid-Cap Value |
IRSIX | Voya Russell Small Cap Index Port A | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
IIRSX | Voya Russell Small Cap Index Port I | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
IRSSX | Voya Russell Small Cap Index Port S | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
IRCIX | Voya Russell Small Cap Index Port S2 | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
DDLS | WisdomTree Dyn Ccy Hdgd Intl SmCp Eq ETF | Owns companies we recommend for divestment | 7 | 2 | 9 | 0 | X | Foreign Small/Mid Value |
DLS | WisdomTree International SmallCp Div ETF | Owns companies we recommend for divestment | 7 | 2 | 9 | 0 | X | Foreign Small/Mid Value |
EES | WisdomTree US SmallCap Earnings ETF | Owns companies we recommend for divestment | 7 | 6 | 5 | 9 | X | Small Value |
AMTOX | AB All Market Real Return 1 | Owns companies we recommend for divestment | 6 | 7 | 14 | 9 | X | Global Large-Stock Blend |
AMTTX | AB All Market Real Return 2 | Owns companies we recommend for divestment | 6 | 7 | 14 | 9 | X | Global Large-Stock Blend |
AMTAX | AB All Market Real Return A | Owns companies we recommend for divestment | 6 | 7 | 14 | 9 | X | Global Large-Stock Blend |
AMTYX | AB All Market Real Return Advisor | Owns companies we recommend for divestment | 6 | 7 | 14 | 9 | X | Global Large-Stock Blend |
ACMTX | AB All Market Real Return C | Owns companies we recommend for divestment | 6 | 7 | 14 | 9 | X | Global Large-Stock Blend |
AMTIX | AB All Market Real Return I | Owns companies we recommend for divestment | 6 | 7 | 14 | 9 | X | Global Large-Stock Blend |
AMTKX | AB All Market Real Return K | Owns companies we recommend for divestment | 6 | 7 | 14 | 9 | X | Global Large-Stock Blend |
AMTRX | AB All Market Real Return R | Owns companies we recommend for divestment | 6 | 7 | 14 | 9 | X | Global Large-Stock Blend |
AMTZX | AB All Market Real Return Z | Owns companies we recommend for divestment | 6 | 7 | 14 | 9 | X | Global Large-Stock Blend |
OUSA | ALPS O'Shares US Quality Div ETF | Owns companies we recommend for divestment | 6 | 6 | 9 | 10 | X | Large Value |
TWADX | American Century Value A | Owns companies we recommend for divestment | 6 | 9 | 10 | 9 | X | Large Value |
ACLCX | American Century Value C | Owns companies we recommend for divestment | 6 | 9 | 10 | 9 | X | Large Value |
AVLIX | American Century Value I | Owns companies we recommend for divestment | 6 | 9 | 10 | 9 | X | Large Value |
TWVLX | American Century Value Inv | Owns companies we recommend for divestment | 6 | 9 | 10 | 9 | X | Large Value |
AVURX | American Century Value R | Owns companies we recommend for divestment | 6 | 9 | 10 | 9 | X | Large Value |
AVUGX | American Century Value R5 | Owns companies we recommend for divestment | 6 | 9 | 10 | 9 | X | Large Value |
AVUDX | American Century Value R6 | Owns companies we recommend for divestment | 6 | 9 | 10 | 9 | X | Large Value |
AVUYX | American Century Value Y | Owns companies we recommend for divestment | 6 | 9 | 10 | 9 | X | Large Value |
CGVYX | American Funds Global Insight 529-A | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
CGVBX | American Funds Global Insight 529-C | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
CGVEX | American Funds Global Insight 529-E | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
CGVFX | American Funds Global Insight 529-F-1 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
CGVGX | American Funds Global Insight 529-F-2 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
CGVHX | American Funds Global Insight 529-F-3 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
AGVFX | American Funds Global Insight A | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
AGVDX | American Funds Global Insight C | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
AGVEX | American Funds Global Insight F-1 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
AGVGX | American Funds Global Insight F-2 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
AGVHX | American Funds Global Insight F-3 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
RGLAX | American Funds Global Insight R-1 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
RGLBX | American Funds Global Insight R-2 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
RGLHX | American Funds Global Insight R-2E | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
RGLDX | American Funds Global Insight R-3 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
RGLEX | American Funds Global Insight R-4 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
RGLFX | American Funds Global Insight R-5 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
RGLJX | American Funds Global Insight R-5E | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
RGLGX | American Funds Global Insight R-6 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
IZRL | ARK Israel Innovative Technology ETF | Owns companies we recommend for divestment | 6 | 2 | 9 | 2 | X | Technology |
BROIX | BlackRock Advantage International Instl | Owns companies we recommend for divestment | 6 | 5 | 15 | 10 | X | Foreign Large Blend |
BROAX | BlackRock Advantage International Inv A | Owns companies we recommend for divestment | 6 | 5 | 15 | 10 | X | Foreign Large Blend |
BROCX | BlackRock Advantage International Inv C | Owns companies we recommend for divestment | 6 | 5 | 15 | 10 | X | Foreign Large Blend |
BROKX | BlackRock Advantage International K | Owns companies we recommend for divestment | 6 | 5 | 15 | 10 | X | Foreign Large Blend |
BGORX | BlackRock Advantage International R | Owns companies we recommend for divestment | 6 | 5 | 15 | 10 | X | Foreign Large Blend |
MALRX | BlackRock Advantage Large Cap Core Instl | Owns companies we recommend for divestment | 6 | 14 | 14 | 21 | X | Large Blend |
MDLRX | BlackRock Advantage Large Cap Core Inv A | Owns companies we recommend for divestment | 6 | 14 | 14 | 21 | X | Large Blend |
MCLRX | BlackRock Advantage Large Cap Core Inv C | Owns companies we recommend for divestment | 6 | 14 | 14 | 21 | X | Large Blend |
MLRKX | BlackRock Advantage Large Cap Core K | Owns companies we recommend for divestment | 6 | 14 | 14 | 21 | X | Large Blend |
MRLRX | BlackRock Advantage Large Cap Core R | Owns companies we recommend for divestment | 6 | 14 | 14 | 21 | X | Large Blend |
MASPX | BlackRock Advantage SMID Cap Instl | Owns companies we recommend for divestment | 6 | 2 | 5 | 5 | X | Mid-Cap Blend |
MDSPX | BlackRock Advantage SMID Cap Inv A | Owns companies we recommend for divestment | 6 | 2 | 5 | 5 | X | Mid-Cap Blend |
MCSPX | BlackRock Advantage SMID Cap Inv C | Owns companies we recommend for divestment | 6 | 2 | 5 | 5 | X | Mid-Cap Blend |
MKSPX | BlackRock Advantage SMID Cap K | Owns companies we recommend for divestment | 6 | 2 | 5 | 5 | X | Mid-Cap Blend |
MRSPX | BlackRock Advantage SMID Cap R | Owns companies we recommend for divestment | 6 | 2 | 5 | 5 | X | Mid-Cap Blend |
MARFX | BlackRock Mid-Cap Value Institutional | Owns companies we recommend for divestment | 6 | 2 | 4 | 5 | X | Mid-Cap Value |
MDRFX | BlackRock Mid-Cap Value Investor A | Owns companies we recommend for divestment | 6 | 2 | 4 | 5 | X | Mid-Cap Value |
MCRFX | BlackRock Mid-Cap Value Investor C | Owns companies we recommend for divestment | 6 | 2 | 4 | 5 | X | Mid-Cap Value |
MJRFX | BlackRock Mid-Cap Value K | Owns companies we recommend for divestment | 6 | 2 | 4 | 5 | X | Mid-Cap Value |
MRRFX | BlackRock Mid-Cap Value R | Owns companies we recommend for divestment | 6 | 2 | 4 | 5 | X | Mid-Cap Value |
BBTIX | Bridge Builder Tax Managed Intl Eq | Owns companies we recommend for divestment | 6 | 5 | 15 | 8 | X | Foreign Large Blend |
CSMEX | Carillon Scout Mid Cap A | Owns companies we recommend for divestment | 6 | 2 | 4 | 6 | X | Mid-Cap Blend |
CSMFX | Carillon Scout Mid Cap C | Owns companies we recommend for divestment | 6 | 2 | 4 | 6 | X | Mid-Cap Blend |
UMBMX | Carillon Scout Mid Cap I | Owns companies we recommend for divestment | 6 | 2 | 4 | 6 | X | Mid-Cap Blend |
CSMRX | Carillon Scout Mid Cap R-3 | Owns companies we recommend for divestment | 6 | 2 | 4 | 6 | X | Mid-Cap Blend |
CSMSX | Carillon Scout Mid Cap R-5 | Owns companies we recommend for divestment | 6 | 2 | 4 | 6 | X | Mid-Cap Blend |
CSMUX | Carillon Scout Mid Cap R-6 | Owns companies we recommend for divestment | 6 | 2 | 4 | 6 | X | Mid-Cap Blend |
CSMZX | Carillon Scout Mid Cap Y | Owns companies we recommend for divestment | 6 | 2 | 4 | 6 | X | Mid-Cap Blend |
FITRX | Delaware Total Return A | Owns companies we recommend for divestment | 6 | 9 | 9 | 12 | X | Allocation--50% to 70% Equity |
FITUX | Delaware Total Return Instl | Owns companies we recommend for divestment | 6 | 9 | 9 | 12 | X | Allocation--50% to 70% Equity |
FITVX | Delaware Total Return R6 | Owns companies we recommend for divestment | 6 | 9 | 9 | 12 | X | Allocation--50% to 70% Equity |
DDIAX | Delaware Wealth Builder A | Owns companies we recommend for divestment | 6 | 9 | 9 | 12 | X | Allocation--50% to 70% Equity |
DDICX | Delaware Wealth Builder C | Owns companies we recommend for divestment | 6 | 9 | 9 | 12 | X | Allocation--50% to 70% Equity |
DDIIX | Delaware Wealth Builder Institutional | Owns companies we recommend for divestment | 6 | 9 | 9 | 12 | X | Allocation--50% to 70% Equity |
DDDRX | Delaware Wealth Builder R | Owns companies we recommend for divestment | 6 | 9 | 9 | 12 | X | Allocation--50% to 70% Equity |
DDERX | Delaware Wealth Builder R6 | Owns companies we recommend for divestment | 6 | 9 | 9 | 12 | X | Allocation--50% to 70% Equity |
DFSVX | DFA US Small Cap Value I | Owns companies we recommend for divestment | 6 | 4 | 8 | 8 | X | Small Value |
FLUAX | Fidelity Advisor® Stk Selec Lg Cp Val A | Owns companies we recommend for divestment | 6 | 13 | 12 | 12 | X | Large Value |
FLUEX | Fidelity Advisor® Stk Selec Lg Cp Val C | Owns companies we recommend for divestment | 6 | 13 | 12 | 12 | X | Large Value |
FLUIX | Fidelity Advisor® Stk Selec Lg Cp Val I | Owns companies we recommend for divestment | 6 | 13 | 12 | 12 | X | Large Value |
FLUTX | Fidelity Advisor® Stk Selec Lg Cp Val M | Owns companies we recommend for divestment | 6 | 13 | 12 | 12 | X | Large Value |
FSCZX | Fidelity Advisor® Stk Selec Lg Cp Val Z | Owns companies we recommend for divestment | 6 | 13 | 12 | 12 | X | Large Value |
FCDAX | Fidelity Advisor® Stock Selector Sm Cp A | Owns companies we recommend for divestment | 6 | 3 | 3 | 6 | X | Small Blend |
FCDCX | Fidelity Advisor® Stock Selector Sm Cp C | Owns companies we recommend for divestment | 6 | 3 | 3 | 6 | X | Small Blend |
FCDIX | Fidelity Advisor® Stock Selector Sm Cp I | Owns companies we recommend for divestment | 6 | 3 | 3 | 6 | X | Small Blend |
FCDTX | Fidelity Advisor® Stock Selector Sm Cp M | Owns companies we recommend for divestment | 6 | 3 | 3 | 6 | X | Small Blend |
FSSZX | Fidelity Advisor® Stock Selector Sm Cp Z | Owns companies we recommend for divestment | 6 | 3 | 3 | 6 | X | Small Blend |
FBGRX | Fidelity® Blue Chip Growth | Owns companies we recommend for divestment | 6 | 7 | 13 | 12 | X | Large Growth |
FBGKX | Fidelity® Blue Chip Growth K | Owns companies we recommend for divestment | 6 | 7 | 13 | 12 | X | Large Growth |
FBCGX | Fidelity® Blue Chip Growth K6 | Owns companies we recommend for divestment | 6 | 7 | 13 | 12 | X | Large Growth |
FCNTX | Fidelity® Contrafund® | Owns companies we recommend for divestment | 6 | 12 | 16 | 15 | X | Large Growth |
FCNKX | Fidelity® Contrafund® K | Owns companies we recommend for divestment | 6 | 12 | 16 | 15 | X | Large Growth |
FLCNX | Fidelity® Contrafund® K6 | Owns companies we recommend for divestment | 6 | 11 | 16 | 15 | X | Large Growth |
FIENX | Fidelity® International Enhanced Index | Owns companies we recommend for divestment | 6 | 4 | 17 | 7 | X | Foreign Large Blend |
FDLO | Fidelity® Low Volatility Factor ETF | Owns companies we recommend for divestment | 6 | 3 | 10 | 10 | X | Large Blend |
ONEQ | Fidelity® Nasdaq Composite ETF | Owns companies we recommend for divestment | 6 | 10 | 14 | 12 | X | Large Growth |
FMIL | Fidelity® New Millennium ETF | Owns companies we recommend for divestment | 6 | 7 | 10 | 11 | X | Large Value |
FSBDX | Fidelity® Series Blue Chip Growth | Owns companies we recommend for divestment | 6 | 7 | 13 | 12 | X | Large Growth |
FVWSX | Fidelity® Series Opportunistic Insights | Owns companies we recommend for divestment | 6 | 11 | 16 | 15 | X | Large Growth |
FSOPX | Fidelity® Series Small Cap Opps | Owns companies we recommend for divestment | 6 | 3 | 3 | 6 | X | Small Blend |
FSLVX | Fidelity® Stk Selec Lg Cp Val | Owns companies we recommend for divestment | 6 | 13 | 12 | 12 | X | Large Value |
FDSCX | Fidelity® Stock Selector Small Cap | Owns companies we recommend for divestment | 6 | 3 | 3 | 6 | X | Small Blend |
FVD | First Trust Value Line® Dividend ETF | Owns companies we recommend for divestment | 6 | 3 | 9 | 8 | X | Large Value |
FLEE | Franklin FTSE Europe ETF | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Europe Stock |
FLEH | Franklin FTSE Europe Hedged ETF | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Europe Stock |
GSEU | Goldman Sachs ActiveBeta® Europe Eq ETF | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Europe Stock |
GSCGX | Goldman Sachs Large Cap Core A | Owns companies we recommend for divestment | 6 | 9 | 17 | 14 | X | Large Blend |
GSPCX | Goldman Sachs Large Cap Core C | Owns companies we recommend for divestment | 6 | 9 | 17 | 14 | X | Large Blend |
GSPIX | Goldman Sachs Large Cap Core Instl | Owns companies we recommend for divestment | 6 | 9 | 17 | 14 | X | Large Blend |
GSPTX | Goldman Sachs Large Cap Core Inv | Owns companies we recommend for divestment | 6 | 9 | 17 | 14 | X | Large Blend |
GGGPX | Goldman Sachs Large Cap Core P | Owns companies we recommend for divestment | 6 | 9 | 17 | 14 | X | Large Blend |
GSPRX | Goldman Sachs Large Cap Core R | Owns companies we recommend for divestment | 6 | 9 | 17 | 14 | X | Large Blend |
GSPUX | Goldman Sachs Large Cap Core R6 | Owns companies we recommend for divestment | 6 | 9 | 17 | 14 | X | Large Blend |
GSPSX | Goldman Sachs Large Cap Core Svc | Owns companies we recommend for divestment | 6 | 9 | 17 | 14 | X | Large Blend |
GCTAX | Goldman Sachs US Tax-Managed Eq A | Owns companies we recommend for divestment | 6 | 10 | 18 | 14 | X | Large Blend |
GCTCX | Goldman Sachs US Tax-Managed Eq C | Owns companies we recommend for divestment | 6 | 10 | 18 | 14 | X | Large Blend |
GCTIX | Goldman Sachs US Tax-Managed Eq Instl | Owns companies we recommend for divestment | 6 | 10 | 18 | 14 | X | Large Blend |
GQIRX | Goldman Sachs US Tax-Managed Eq Inv | Owns companies we recommend for divestment | 6 | 10 | 18 | 14 | X | Large Blend |
GSDPX | Goldman Sachs US Tax-Managed Eq P | Owns companies we recommend for divestment | 6 | 10 | 18 | 14 | X | Large Blend |
GCTRX | Goldman Sachs US Tax-Managed Eq R6 | Owns companies we recommend for divestment | 6 | 10 | 18 | 14 | X | Large Blend |
GCTSX | Goldman Sachs US Tax-Managed Eq Svc | Owns companies we recommend for divestment | 6 | 10 | 18 | 14 | X | Large Blend |
HIACX | Hartford Capital Appreciation HLS IA | Owns companies we recommend for divestment | 6 | 7 | 9 | 11 | X | Large Blend |
HIBCX | Hartford Capital Appreciation HLS IB | Owns companies we recommend for divestment | 6 | 7 | 9 | 11 | X | Large Blend |
HCPCX | Hartford Capital Appreciation HLS IC | Owns companies we recommend for divestment | 6 | 7 | 9 | 11 | X | Large Blend |
HLGE | Hartford Longevity Economy ETF | Owns companies we recommend for divestment | 6 | 20 | 15 | 21 | X | Mid-Cap Blend |
ACSTX | Invesco Comstock A | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
ACSYX | Invesco Comstock C | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
ACSRX | Invesco Comstock R | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
ACSHX | Invesco Comstock R5 | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
ICSFX | Invesco Comstock R6 | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
ACSDX | Invesco Comstock Y | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
ISDX | Invesco RAFI™ Strategic Dvlpd ex-US ETF | Owns companies we recommend for divestment | 6 | 3 | 21 | 9 | X | Foreign Large Value |
IEV | iShares Europe ETF | Owns companies we recommend for divestment | 6 | 5 | 10 | 8 | X | Europe Stock |
ACWV | iShares MSCI Global Min Vol Factor ETF | Owns companies we recommend for divestment | 6 | 6 | 6 | 9 | X | Global Large-Stock Blend |
| JNL Multi-Manager Mid Cap A | Owns companies we recommend for divestment | 6 | 4 | 8 | 8 | X | Mid-Cap Blend |
| JNL Multi-Manager Mid Cap I | Owns companies we recommend for divestment | 6 | 4 | 8 | 8 | X | Mid-Cap Blend |
| JNL/Mellon Infor Tech Sect A | Owns companies we recommend for divestment | 6 | 2 | 8 | 10 | X | Technology |
| JNL/Mellon Infor Tech Sect I | Owns companies we recommend for divestment | 6 | 2 | 8 | 10 | X | Technology |
JAVA | JPMorgan Active Value ETF | Owns companies we recommend for divestment | 6 | 12 | 10 | 15 | X | Large Value |
BBEU | JPMorgan BetaBuilders Europe ETF | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Europe Stock |
BBSC | JPMorgan BetaBuilders US Sml Cp Eq ETF | Owns companies we recommend for divestment | 6 | 6 | 4 | 9 | X | Small Blend |
JVAAX | JPMorgan Value Advantage A | Owns companies we recommend for divestment | 6 | 8 | 9 | 12 | X | Large Value |
JVACX | JPMorgan Value Advantage C | Owns companies we recommend for divestment | 6 | 8 | 9 | 12 | X | Large Value |
JVASX | JPMorgan Value Advantage I | Owns companies we recommend for divestment | 6 | 8 | 9 | 12 | X | Large Value |
JVAIX | JPMorgan Value Advantage L | Owns companies we recommend for divestment | 6 | 8 | 9 | 12 | X | Large Value |
JGAQX | JPMorgan Value Advantage R2 | Owns companies we recommend for divestment | 6 | 8 | 9 | 12 | X | Large Value |
JVAPX | JPMorgan Value Advantage R3 | Owns companies we recommend for divestment | 6 | 8 | 9 | 12 | X | Large Value |
JVAQX | JPMorgan Value Advantage R4 | Owns companies we recommend for divestment | 6 | 8 | 9 | 12 | X | Large Value |
JVARX | JPMorgan Value Advantage R5 | Owns companies we recommend for divestment | 6 | 8 | 9 | 12 | X | Large Value |
JVAYX | JPMorgan Value Advantage R6 | Owns companies we recommend for divestment | 6 | 8 | 9 | 12 | X | Large Value |
MRGAX | MFS Core Equity A | Owns companies we recommend for divestment | 6 | 8 | 10 | 15 | X | Large Blend |
MRGBX | MFS Core Equity B | Owns companies we recommend for divestment | 6 | 8 | 10 | 15 | X | Large Blend |
MRGCX | MFS Core Equity C | Owns companies we recommend for divestment | 6 | 8 | 10 | 15 | X | Large Blend |
MRGRX | MFS Core Equity I | Owns companies we recommend for divestment | 6 | 8 | 10 | 15 | X | Large Blend |
MRGGX | MFS Core Equity R1 | Owns companies we recommend for divestment | 6 | 8 | 10 | 15 | X | Large Blend |
MRERX | MFS Core Equity R2 | Owns companies we recommend for divestment | 6 | 8 | 10 | 15 | X | Large Blend |
MRGHX | MFS Core Equity R3 | Owns companies we recommend for divestment | 6 | 8 | 10 | 15 | X | Large Blend |
MRGJX | MFS Core Equity R4 | Owns companies we recommend for divestment | 6 | 8 | 10 | 15 | X | Large Blend |
MRGKX | MFS Core Equity R6 | Owns companies we recommend for divestment | 6 | 8 | 10 | 15 | X | Large Blend |
CZMSX | Multi-Manager Small Cap Eq Strat Inst | Owns companies we recommend for divestment | 6 | 4 | 3 | 7 | X | Small Blend |
CSCLX | Multi-Manager Small Cap Eq Strat Inst 3 | Owns companies we recommend for divestment | 6 | 4 | 3 | 7 | X | Small Blend |
OALVX | Optimum Large Cap Value A | Owns companies we recommend for divestment | 6 | 9 | 12 | 16 | X | Large Value |
OCLVX | Optimum Large Cap Value C | Owns companies we recommend for divestment | 6 | 9 | 12 | 16 | X | Large Value |
OILVX | Optimum Large Cap Value Instl | Owns companies we recommend for divestment | 6 | 9 | 12 | 16 | X | Large Value |
PPIMX | Principal MidCap Growth III Inst | Owns companies we recommend for divestment | 6 | 3 | 6 | 9 | X | Mid-Cap Growth |
PPQJX | Principal MidCap Growth III J | Owns companies we recommend for divestment | 6 | 3 | 6 | 9 | X | Mid-Cap Growth |
PHASX | Principal MidCap Growth III R1 | Owns companies we recommend for divestment | 6 | 3 | 6 | 9 | X | Mid-Cap Growth |
PPQMX | Principal MidCap Growth III R3 | Owns companies we recommend for divestment | 6 | 3 | 6 | 9 | X | Mid-Cap Growth |
PPQSX | Principal MidCap Growth III R4 | Owns companies we recommend for divestment | 6 | 3 | 6 | 9 | X | Mid-Cap Growth |
PPQPX | Principal MidCap Growth III R5 | Owns companies we recommend for divestment | 6 | 3 | 6 | 9 | X | Mid-Cap Growth |
FNDA | Schwab Fundamental US Small Company ETF | Owns companies we recommend for divestment | 6 | 7 | 8 | 9 | X | Small Blend |
SFSNX | Schwab Fundamental US Small Company Idx | Owns companies we recommend for divestment | 6 | 7 | 8 | 9 | X | Small Blend |
TMMAX | SEI Tax-Managed Mgd Volatility F (SIMT) | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Large Value |
STVYX | SEI Tax-Managed Mgd Volatility Y (SIMT) | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Large Value |
LGLV | SPDR® SSGA US Large Cap Low Volatil ETF | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Large Blend |
PREFX | T. Rowe Price Tax-Efficient Equity | Owns companies we recommend for divestment | 6 | 6 | 9 | 15 | X | Large Growth |
TEEFX | T. Rowe Price Tax-Efficient Equity I | Owns companies we recommend for divestment | 6 | 6 | 9 | 15 | X | Large Growth |
UGMVX | USAA Global Managed Volatility | Owns companies we recommend for divestment | 6 | 9 | 16 | 16 | X | Global Large-Stock Blend |
UGOFX | USAA Global Managed Volatility Instl | Owns companies we recommend for divestment | 6 | 9 | 16 | 16 | X | Global Large-Stock Blend |
USGRX | USAA Growth & Income | Owns companies we recommend for divestment | 6 | 11 | 15 | 16 | X | Large Blend |
USGIX | USAA Growth & Income Class A | Owns companies we recommend for divestment | 6 | 11 | 15 | 16 | X | Large Blend |
UIGIX | USAA Growth & Income Institutional | Owns companies we recommend for divestment | 6 | 11 | 15 | 16 | X | Large Blend |
USISX | USAA Income Stock | Owns companies we recommend for divestment | 6 | 9 | 11 | 13 | X | Large Value |
UIISX | USAA Income Stock Institutional | Owns companies we recommend for divestment | 6 | 9 | 11 | 13 | X | Large Value |
UVALX | USAA Value | Owns companies we recommend for divestment | 6 | 10 | 12 | 15 | X | Large Value |
UAVAX | USAA Value Class A | Owns companies we recommend for divestment | 6 | 10 | 12 | 15 | X | Large Value |
UIVAX | USAA Value Institutional | Owns companies we recommend for divestment | 6 | 10 | 12 | 15 | X | Large Value |
VIG | Vanguard Dividend Appreciation ETF | Owns companies we recommend for divestment | 6 | 10 | 8 | 13 | X | Large Blend |
VDADX | Vanguard Dividend Appreciation Index Adm | Owns companies we recommend for divestment | 6 | 10 | 8 | 13 | X | Large Blend |
VEIRX | Vanguard Equity-Income Adm | Owns companies we recommend for divestment | 6 | 10 | 12 | 12 | X | Large Value |
VEIPX | Vanguard Equity-Income Inv | Owns companies we recommend for divestment | 6 | 10 | 12 | 12 | X | Large Value |
VIMAX | Vanguard Mid Cap Index Admiral | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
VMCIX | Vanguard Mid Cap Index Institutional | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
VMCPX | Vanguard Mid Cap Index InstitutionalPlus | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
VIMSX | Vanguard Mid Cap Index Investor | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
VO | Vanguard Mid-Cap ETF | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
VPMAX | Vanguard PRIMECAP Adm | Owns companies we recommend for divestment | 6 | 6 | 14 | 16 | X | Large Blend |
VPMCX | Vanguard PRIMECAP Inv | Owns companies we recommend for divestment | 6 | 6 | 14 | 16 | X | Large Blend |
VSEQX | Vanguard Strategic Equity Inv | Owns companies we recommend for divestment | 6 | 4 | 5 | 8 | X | Mid-Cap Blend |
VWUAX | Vanguard US Growth Admiral™ | Owns companies we recommend for divestment | 6 | 5 | 13 | 15 | X | Large Growth |
VWUSX | Vanguard US Growth Investor | Owns companies we recommend for divestment | 6 | 5 | 13 | 15 | X | Large Growth |
VFMV | Vanguard US Minimum Volatility ETF | Owns companies we recommend for divestment | 6 | 3 | 12 | 12 | X | Mid-Cap Blend |
USVM | VictoryShares US Sm Md Cp Val Momt ETF | Owns companies we recommend for divestment | 6 | 3 | 2 | 6 | X | Small Blend |
VIPAX | Voya Index Plus LargeCap Port ADV | Owns companies we recommend for divestment | 6 | 14 | 16 | 16 | X | Large Blend |
IPLIX | Voya Index Plus LargeCap Port I | Owns companies we recommend for divestment | 6 | 14 | 16 | 16 | X | Large Blend |
IPLSX | Voya Index Plus LargeCap Port S | Owns companies we recommend for divestment | 6 | 14 | 16 | 16 | X | Large Blend |
VHDAX | Voya US High Dividend Low Volatility A | Owns companies we recommend for divestment | 6 | 9 | 11 | 11 | X | Large Value |
VHDIX | Voya US High Dividend Low Volatility I | Owns companies we recommend for divestment | 6 | 9 | 11 | 11 | X | Large Value |
VHDRX | Voya US High Dividend Low Volatility R6 | Owns companies we recommend for divestment | 6 | 9 | 11 | 11 | X | Large Value |
IVKAX | VY® Invesco Comstock A | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
IVKIX | VY® Invesco Comstock I | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
IVKSX | VY® Invesco Comstock S | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
DTH | WisdomTree International High Div ETF | Owns companies we recommend for divestment | 6 | 2 | 8 | 3 | X | Foreign Large Value |
EZM | WisdomTree U.S. MidCap Earnings ETF | Owns companies we recommend for divestment | 6 | 5 | 5 | 8 | X | Mid-Cap Value |
AUUAX | AB Select US Equity A | Owns companies we recommend for divestment | 5 | 9 | 11 | 12 | X | Large Blend |
AUUYX | AB Select US Equity Advisor | Owns companies we recommend for divestment | 5 | 9 | 11 | 12 | X | Large Blend |
AUUCX | AB Select US Equity C | Owns companies we recommend for divestment | 5 | 9 | 11 | 12 | X | Large Blend |
AUUIX | AB Select US Equity I | Owns companies we recommend for divestment | 5 | 9 | 11 | 12 | X | Large Blend |
AUUKX | AB Select US Equity K | Owns companies we recommend for divestment | 5 | 9 | 11 | 12 | X | Large Blend |
AUURX | AB Select US Equity R | Owns companies we recommend for divestment | 5 | 9 | 11 | 12 | X | Large Blend |
FMMMX | American Funds AMCAP 529-F-2 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
FMCMX | American Funds AMCAP 529-F-3 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
CAFAX | American Funds AMCAP 529A | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
CAFCX | American Funds AMCAP 529C | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
CAFEX | American Funds AMCAP 529E | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
CAFFX | American Funds AMCAP 529F1 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
AMCPX | American Funds AMCAP A | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
AMPCX | American Funds AMCAP C | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
AMPFX | American Funds AMCAP F1 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
AMCFX | American Funds AMCAP F2 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
FMACX | American Funds AMCAP F3 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
RAFAX | American Funds AMCAP R1 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
RAFBX | American Funds AMCAP R2 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
RAEBX | American Funds AMCAP R2E | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
RAFCX | American Funds AMCAP R3 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
RAFEX | American Funds AMCAP R4 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
RAFFX | American Funds AMCAP R5 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
RAEFX | American Funds AMCAP R5E | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
RAFGX | American Funds AMCAP R6 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
CEUAX | American Funds Europacific Growth 529A | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
CEUCX | American Funds Europacific Growth 529C | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
CEUEX | American Funds Europacific Growth 529E | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
CEUFX | American Funds Europacific Growth 529F1 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
FUEPX | American Funds Europacific Growth 529F2 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
FEPUX | American Funds Europacific Growth 529F3 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
AEPGX | American Funds Europacific Growth A | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
AEPCX | American Funds Europacific Growth C | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
AEGFX | American Funds Europacific Growth F1 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
AEPFX | American Funds Europacific Growth F2 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
FEUPX | American Funds Europacific Growth F3 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
RERAX | American Funds Europacific Growth R1 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
RERBX | American Funds Europacific Growth R2 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
REEBX | American Funds Europacific Growth R2E | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
RERCX | American Funds Europacific Growth R3 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
REREX | American Funds Europacific Growth R4 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
RERFX | American Funds Europacific Growth R5 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
RERHX | American Funds Europacific Growth R5E | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
RERGX | American Funds Europacific Growth R6 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
ARKX | ARK Space Exploration & Innovation ETF | Owns companies we recommend for divestment | 5 | 1 | 5 | 10 | X | Technology |
BDAYX | BlackRock Defensive Advantage Intl Instl | Owns companies we recommend for divestment | 5 | 0 | 7 | 2 | X | Foreign Large Blend |
BDAAX | BlackRock Defensive Advantage Intl Inv A | Owns companies we recommend for divestment | 5 | 0 | 7 | 2 | X | Foreign Large Blend |
BKDIX | BlackRock Defensive Advantage Intl K | Owns companies we recommend for divestment | 5 | 0 | 7 | 2 | X | Foreign Large Blend |
BIDUX | BlackRock Defensive Advantage US Instl | Owns companies we recommend for divestment | 5 | 6 | 6 | 10 | X | Large Blend |
BADUX | BlackRock Defensive Advantage US Inv A | Owns companies we recommend for divestment | 5 | 6 | 6 | 10 | X | Large Blend |
BKDUX | BlackRock Defensive Advantage US K | Owns companies we recommend for divestment | 5 | 6 | 6 | 10 | X | Large Blend |
MADVX | BlackRock Equity Dividend Instl | Owns companies we recommend for divestment | 5 | 9 | 7 | 12 | X | Large Value |
MDDVX | BlackRock Equity Dividend Inv A | Owns companies we recommend for divestment | 5 | 9 | 7 | 12 | X | Large Value |
MCDVX | BlackRock Equity Dividend Inv C | Owns companies we recommend for divestment | 5 | 9 | 7 | 12 | X | Large Value |
MKDVX | BlackRock Equity Dividend K | Owns companies we recommend for divestment | 5 | 9 | 7 | 12 | X | Large Value |
MRDVX | BlackRock Equity Dividend R | Owns companies we recommend for divestment | 5 | 9 | 7 | 12 | X | Large Value |
MSDVX | BlackRock Equity Dividend Svc | Owns companies we recommend for divestment | 5 | 9 | 7 | 12 | X | Large Value |
MALOX | BlackRock Global Allocation Instl | Owns companies we recommend for divestment | 5 | 16 | 22 | 19 | X | Global Allocation |
MDLOX | BlackRock Global Allocation Inv A | Owns companies we recommend for divestment | 5 | 16 | 22 | 19 | X | Global Allocation |
MCLOX | BlackRock Global Allocation Inv C | Owns companies we recommend for divestment | 5 | 16 | 22 | 19 | X | Global Allocation |
MKLOX | BlackRock Global Allocation K | Owns companies we recommend for divestment | 5 | 16 | 22 | 19 | X | Global Allocation |
MRLOX | BlackRock Global Allocation R | Owns companies we recommend for divestment | 5 | 16 | 22 | 19 | X | Global Allocation |
CGDV | Capital Group Dividend Value ETF | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Large Value |
CUSEX | Capital Group US Equity | Owns companies we recommend for divestment | 5 | 7 | 5 | 10 | X | Large Growth |
DURPX | DFA US Hi Relatv Profitability Instl | Owns companies we recommend for divestment | 5 | 5 | 9 | 8 | X | Large Blend |
DUSLX | DFA US Large Cap Growth Instl | Owns companies we recommend for divestment | 5 | 3 | 7 | 9 | X | Large Growth |
FDTTX | Fidelity Advisor® Capital Development A | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FDECX | Fidelity Advisor® Capital Development C | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FDEIX | Fidelity Advisor® Capital Development I | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FDTZX | Fidelity Advisor® Capital Development M | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FDETX | Fidelity Advisor® Capital Development O | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FDTOX | Fidelity Advisor® Diversified Stock A | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Growth |
FDTCX | Fidelity Advisor® Diversified Stock C | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Growth |
FDTIX | Fidelity Advisor® Diversified Stock I | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Growth |
FDTEX | Fidelity Advisor® Diversified Stock M | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Growth |
FDESX | Fidelity Advisor® Diversified Stock O | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Growth |
FZACX | Fidelity Advisor® Diversified Stock Z | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Growth |
EPGAX | Fidelity Advisor® Equity Growth A | Owns companies we recommend for divestment | 5 | 4 | 7 | 8 | X | Large Growth |
EPGCX | Fidelity Advisor® Equity Growth C | Owns companies we recommend for divestment | 5 | 4 | 7 | 8 | X | Large Growth |
EQPGX | Fidelity Advisor® Equity Growth I | Owns companies we recommend for divestment | 5 | 4 | 7 | 8 | X | Large Growth |
FAEGX | Fidelity Advisor® Equity Growth M | Owns companies we recommend for divestment | 5 | 4 | 7 | 8 | X | Large Growth |
FZAFX | Fidelity Advisor® Equity Growth Z | Owns companies we recommend for divestment | 5 | 4 | 7 | 8 | X | Large Growth |
FAVAX | Fidelity Advisor® Equity Value A | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
FAVCX | Fidelity Advisor® Equity Value C | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
FAIVX | Fidelity Advisor® Equity Value I | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
FAVTX | Fidelity Advisor® Equity Value M | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
FAEVX | Fidelity Advisor® Equity Value Z | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
FBLYX | Fidelity Advisor® Global Equity Inc A | Owns companies we recommend for divestment | 5 | 8 | 10 | 12 | X | Global Large-Stock Blend |
FGTNX | Fidelity Advisor® Global Equity Inc C | Owns companies we recommend for divestment | 5 | 8 | 10 | 12 | X | Global Large-Stock Blend |
FBUSX | Fidelity Advisor® Global Equity Inc I | Owns companies we recommend for divestment | 5 | 8 | 10 | 12 | X | Global Large-Stock Blend |
FGABX | Fidelity Advisor® Global Equity Inc M | Owns companies we recommend for divestment | 5 | 8 | 10 | 12 | X | Global Large-Stock Blend |
FIQQX | Fidelity Advisor® Global Equity Inc Z | Owns companies we recommend for divestment | 5 | 8 | 10 | 12 | X | Global Large-Stock Blend |
FALAX | Fidelity Advisor® Large Cap A | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FLCCX | Fidelity Advisor® Large Cap C | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FALIX | Fidelity Advisor® Large Cap I | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FALGX | Fidelity Advisor® Large Cap M | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FIDLX | Fidelity Advisor® Large Cap Z | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FGTAX | Fidelity Advisor® Mega Cap Stock A | Owns companies we recommend for divestment | 5 | 10 | 12 | 13 | X | Large Blend |
FGRCX | Fidelity Advisor® Mega Cap Stock C | Owns companies we recommend for divestment | 5 | 10 | 12 | 13 | X | Large Blend |
FTRIX | Fidelity Advisor® Mega Cap Stock I | Owns companies we recommend for divestment | 5 | 10 | 12 | 13 | X | Large Blend |
FTGRX | Fidelity Advisor® Mega Cap Stock M | Owns companies we recommend for divestment | 5 | 10 | 12 | 13 | X | Large Blend |
FZALX | Fidelity Advisor® Mega Cap Stock Z | Owns companies we recommend for divestment | 5 | 10 | 12 | 13 | X | Large Blend |
FMFMX | Fidelity Advisor® Series Equity Gr | Owns companies we recommend for divestment | 5 | 4 | 7 | 8 | X | Large Growth |
FCAGX | Fidelity Advisor® Small Cap Growth A | Owns companies we recommend for divestment | 5 | 4 | 1 | 6 | X | Small Growth |
FCCGX | Fidelity Advisor® Small Cap Growth C | Owns companies we recommend for divestment | 5 | 4 | 1 | 6 | X | Small Growth |
FCIGX | Fidelity Advisor® Small Cap Growth I | Owns companies we recommend for divestment | 5 | 4 | 1 | 6 | X | Small Growth |
FCTGX | Fidelity Advisor® Small Cap Growth M | Owns companies we recommend for divestment | 5 | 4 | 1 | 6 | X | Small Growth |
FIDGX | Fidelity Advisor® Small Cap Growth Z | Owns companies we recommend for divestment | 5 | 4 | 1 | 6 | X | Small Growth |
FMCDX | Fidelity Advisor® Stock Selec Mid Cp A | Owns companies we recommend for divestment | 5 | 5 | 3 | 6 | X | Mid-Cap Blend |
FMCEX | Fidelity Advisor® Stock Selec Mid Cp C | Owns companies we recommend for divestment | 5 | 5 | 3 | 6 | X | Mid-Cap Blend |
FMCCX | Fidelity Advisor® Stock Selec Mid Cp I | Owns companies we recommend for divestment | 5 | 5 | 3 | 6 | X | Mid-Cap Blend |
FMCAX | Fidelity Advisor® Stock Selec Mid Cp M | Owns companies we recommend for divestment | 5 | 5 | 3 | 6 | X | Mid-Cap Blend |
FSLZX | Fidelity Advisor® Stock Selec Mid Cp Z | Owns companies we recommend for divestment | 5 | 5 | 3 | 6 | X | Mid-Cap Blend |
FBCG | Fidelity® Blue Chip Growth ETF | Owns companies we recommend for divestment | 5 | 7 | 13 | 11 | X | Large Growth |
FDCAX | Fidelity® Capital Appreciation | Owns companies we recommend for divestment | 5 | 5 | 8 | 10 | X | Large Growth |
FCAKX | Fidelity® Capital Appreciation K | Owns companies we recommend for divestment | 5 | 5 | 8 | 10 | X | Large Growth |
FEQIX | Fidelity® Equity-Income | Owns companies we recommend for divestment | 5 | 7 | 10 | 11 | X | Large Value |
FEIKX | Fidelity® Equity-Income K | Owns companies we recommend for divestment | 5 | 7 | 10 | 11 | X | Large Value |
FEKFX | Fidelity® Equity-Income K6 | Owns companies we recommend for divestment | 5 | 7 | 10 | 11 | X | Large Value |
FGILX | Fidelity® Global Equity Income | Owns companies we recommend for divestment | 5 | 8 | 10 | 12 | X | Global Large-Stock Blend |
FDSVX | Fidelity® Growth Discovery | Owns companies we recommend for divestment | 5 | 4 | 7 | 8 | X | Large Growth |
FGDKX | Fidelity® Growth Discovery K | Owns companies we recommend for divestment | 5 | 4 | 7 | 8 | X | Large Growth |
FLGEX | Fidelity® Large Cap Growth Enhanced Idx | Owns companies we recommend for divestment | 5 | 6 | 15 | 10 | X | Large Growth |
FLCSX | Fidelity® Large Cap Stock | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FCLKX | Fidelity® Large Cap Stock K6 | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FLPSX | Fidelity® Low-Priced Stock | Owns companies we recommend for divestment | 5 | 9 | 3 | 7 | X | Mid-Cap Value |
FLPKX | Fidelity® Low-Priced Stock K | Owns companies we recommend for divestment | 5 | 9 | 3 | 7 | X | Mid-Cap Value |
FLKSX | Fidelity® Low-Priced Stock K6 | Owns companies we recommend for divestment | 5 | 9 | 3 | 7 | X | Mid-Cap Value |
FGRTX | Fidelity® Mega Cap Stock | Owns companies we recommend for divestment | 5 | 10 | 12 | 13 | X | Large Blend |
FMCSX | Fidelity® Mid-Cap Stock | Owns companies we recommend for divestment | 5 | 4 | 1 | 5 | X | Mid-Cap Blend |
FKMCX | Fidelity® Mid-Cap Stock K | Owns companies we recommend for divestment | 5 | 4 | 1 | 5 | X | Mid-Cap Blend |
FNKFX | Fidelity® Mid-Cap Stock K6 | Owns companies we recommend for divestment | 5 | 4 | 1 | 5 | X | Mid-Cap Blend |
FGLGX | Fidelity® |