How Advisors Are Unwinding Concentrated Stock Positions Before Year-End (Prompt Included)
It’s Time to Trade Passive Bond ETFs For Active Ones
How Advisors Are Prepping Clients for a December Rate Hike (Prompt Included)
Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
11/10/26
Vanguard Total International Stock Index Fund
VXUS | ETF |
$83.22
+2.84%
$630.01 B
0.75%
$0.62
13.62%
19.24%
8.25%
9.33%
0.05%
Vanguard Developed Markets Index Fund
VEA | ETF |
$69.89
+2.93%
$313.54 B
1.02%
$0.71
16.93%
20.36%
9.34%
9.98%
0.03%
iShares Core MSCI EAFE ETF
IEFA | ETF |
$97.16
-0.53%
$189.30 B
3.25%
$3.16
13.98%
18.78%
8.51%
9.48%
0.07%
Vanguard Emerging Markets Stock Index Fund
VWO | ETF |
$56.61
+2.39%
$153.78 B
0.80%
$0.45
4.74%
16.07%
5.12%
7.59%
0.06%
iShares Core MSCI Emerging Markets ETF
IEMG | ETF |
$74.27
+2.87%
$145.91 B
1.77%
$1.32
11.26%
19.09%
6.53%
8.56%
0.09%
Vanguard Total International Bond Index Fund
BNDX | ETF |
$47.64
+0.11%
$124.20 B
3.02%
$1.44
0.45%
4.18%
0.34%
1.75%
0.07%
Vanguard Total World Stock Index Fund
VT | ETF |
$155.68
+2.60%
$101.68 B
1.05%
$1.63
12.42%
20.23%
9.77%
12.36%
0.06%
Vanguard FTSE All-World ex-US Index Fund
VEU | ETF |
$81.47
+2.80%
$93.16 B
0.97%
$0.79
14.12%
19.55%
8.59%
9.48%
0.04%
Strategic Advisers Fidelity Core Income Fund
FIWGX | Fund | Other
$8.96
-0.11%
$92.14 B
4.75%
$0.43
2.43%
4.79%
0.20%
-
0.42%
Fidelity International Index Fund
FSPSX | Fund | Other
$65.65
-0.77%
$86.50 B
5.84%
$3.83
21.90%
18.57%
9.34%
9.63%
0.03%
Strategic Advisers Fidelity International Fund
FUSIX | Fund | Other
$15.75
-0.82%
$76.43 B
0.24%
$0.04
20.65%
18.68%
8.54%
9.91%
0.54%
Fidelity Series Global ex U.S. Index Fund
FSGEX | Fund | Other
$19.88
+0.10%
$74.78 B
2.78%
$0.55
27.12%
19.97%
9.09%
9.45%
0.01%
Schwab International Equity ETF
SCHF | ETF |
$27.15
+2.88%
$67.70 B
1.22%
$0.33
17.34%
20.43%
9.63%
10.05%
0.03%
iShares Core MSCI Total International Stock ETF
IXUS | ETF |
$92.57
-0.66%
$56.84 B
2.66%
$2.47
13.82%
19.45%
8.24%
9.39%
0.07%
ALPS/Alerian Energy Infrastructure Portfolio
ALEFX | Fund | Other
$14.89
-0.53%
$53.05 B
4.50%
$0.67
24.17%
23.47%
17.58%
10.09%
1.30%
JPMorgan Equity Premium Income ETF
JEPI | Active ETF
$57.66
+0.12%
$46.16 B
7.22%
$4.16
9.97%
10.70%
7.55%
-
0.35%
JPMorgan Ultra-Short Income ETF
JPST | Active ETF
$50.28
-0.06%
$42.51 B
4.29%
$2.15
3.56%
4.90%
3.91%
-
0.18%
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ | Active ETF
$55.82
-0.50%
$42.49 B
11.59%
$6.47
7.42%
17.05%
-
-
0.35%
Strategic Advisers Core Income Fund
FPCIX | Fund | Other
$8.93
-0.11%
$41.31 B
4.51%
$0.40
2.38%
4.89%
-0.03%
2.01%
0.50%
$49.32
-0.68%
$40.99 B
2.93%
$1.44
17.07%
20.52%
9.21%
9.93%
0.03%
Strategic Advisers Fidelity Emerging Markets Fund
FGOMX | Fund | Other
$16.92
+1.74%
$39.59 B
2.45%
$0.41
42.13%
24.33%
8.84%
-
0.55%
Vanguard European Stock Index Fund
VGK | ETF |
$89.99
+3.07%
$37.08 B
0.99%
$0.89
14.60%
19.20%
8.90%
10.08%
0.06%
$89.90
-0.65%
$33.80 B
2.99%
$2.69
15.04%
19.58%
8.87%
-
0.04%
iShares MSCI ACWI ETF
ACWI | ETF |
$155.62
-0.47%
$32.28 B
1.30%
$2.02
12.12%
20.32%
9.99%
12.45%
0.32%
Fidelity Series Emerging Markets Opportunities Fund
FEMSX | Fund | Other
$27.65
+1.88%
$31.86 B
2.18%
$0.60
44.82%
25.50%
8.61%
11.68%
0.02%
iShares MSCI EAFE Value ETF
EFV | ETF |
$40.29
-0.37%
$30.41 B
5.07%
$2.04
21.57%
24.26%
14.33%
10.10%
0.31%
Cliffwater Corporate Lending Fund
CCLFX | Fund | Other
$10.23
0.00%
$30.38 B
8.61%
$0.88
6.21%
9.47%
8.73%
-
1.79%
Strategic Advisers International Fund
FILFX | Fund | Other
$14.68
-0.81%
$28.99 B
0.30%
$0.04
22.41%
18.33%
8.52%
9.82%
0.66%
Get the lastest fund and ETF news in your inbox each week.
Receive latest news, trending tickers, top stocks increasing dividend this week and more.
