| 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® |
