SMLE | Xtrackers S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | V | Small Blend |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | Owns companies we recommend for divestment | 5 | 6 | 5 | 6 | V | Mid-Cap Blend |
SNPV | Xtrackers S&P ESG Value ETF | Owns companies we recommend for divestment | 4 | 11 | 11 | 13 | V | Large Value |
SNPD | Xtrackers S&P ESG Div Arstcrts ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | V | Large Value |
SNPG | Xtrackers S&P 500 Growth ESG ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 7 | V | Large Growth |
SNPE | Xtrackers S&P 500 ESG ETF | Owns companies we recommend for divestment | 3 | 15 | 13 | 18 | V | Large Blend |
USNZ | Xtrackers Net Zero Pwy Par Alg US Eq ETF | Owns companies we recommend for divestment | 3 | 15 | 12 | 23 | V | Large Blend |
USSG | Xtrackers MSCI USA ESG Leaders Eq ETF | Owns companies we recommend for divestment | 3 | 9 | 9 | 14 | V | Large Blend |
EMSG | Xtrackers MSCI EMs ESG Leaders Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
EASG | Xtrackers MSCI EAFE ESG Leaders Eq ETF | Owns companies we recommend for divestment | 4 | 2 | 9 | 4 | V | Foreign Large Blend |
EMCR | Xtrackers EM CarbReduc&ClimtImprvs ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
WTV | WisdomTree US Value ETF | Owns companies we recommend for divestment | 1 | 1 | 7 | 2 | X | Large Value |
DTD | WisdomTree US Total Dividend ETF | Owns companies we recommend for divestment | 18 | 21 | 20 | 33 | X | Large Value |
DGRS | WisdomTree US SmallCap Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Value |
EES | WisdomTree US SmallCap Earnings ETF | Owns companies we recommend for divestment | 7 | 6 | 5 | 9 | X | Small Value |
DES | WisdomTree US SmallCap Dividend ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Small Value |
DGRW | WisdomTree US Quality Dividend Gr ETF | Owns companies we recommend for divestment | 10 | 9 | 8 | 15 | X | Large Blend |
USMF | WisdomTree US Multifactor | Owns companies we recommend for divestment | 8 | 5 | 9 | 11 | X | Mid-Cap Blend |
DON | WisdomTree US MidCap Dividend ETF | Owns companies we recommend for divestment | 8 | 4 | 3 | 10 | X | Mid-Cap Value |
DLN | WisdomTree US LargeCap Dividend ETF | Owns companies we recommend for divestment | 10 | 17 | 17 | 23 | X | Large Value |
DHS | WisdomTree US High Dividend ETF | Owns companies we recommend for divestment | 3 | 9 | 7 | 10 | X | Large Value |
WGRO | WisdomTree US Growth & Momentum Fund | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Growth |
EPS | WisdomTree US Earnings 500 ETF | Owns companies we recommend for divestment | 16 | 22 | 25 | 32 | X | Large Blend |
AIVL | WisdomTree US Al Enhanced Val ETF | Owns companies we recommend for divestment | 3 | 5 | 5 | 6 | X | Large Value |
QGRW | WisdomTree U.S. Quality Growth ETF | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Large Growth |
EZM | WisdomTree U.S. MidCap Earnings ETF | Owns companies we recommend for divestment | 6 | 5 | 5 | 8 | X | Mid-Cap Value |
RESP | WisdomTree U.S. ESG ETF | Owns companies we recommend for divestment | 6 | 17 | 14 | 18 | V | Large Blend |
NTSX | WisdomTree U.S. Efficient Core Fund | Owns companies we recommend for divestment | 17 | 22 | 30 | 34 | X | Large Blend |
WTRE | WisdomTree New Economy Real Estate ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
DFJ | WisdomTree Japan SmallCap Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
DXJS | WisdomTree Japan Hedged SmallCap Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
DXJ | WisdomTree Japan Hedged Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 3 | X | Japan Stock |
IHDG | WisdomTree Intl Hdgd Qual Div Gr ETF | Owns companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Growth |
AIVI | WisdomTree Intl Al Enhanced Val ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 3 | X | Foreign Large Value |
DLS | WisdomTree International SmallCp Div ETF | Owns companies we recommend for divestment | 7 | 2 | 9 | 0 | X | Foreign Small/Mid Value |
IQDG | WisdomTree International Qual Div Gr ETF | Owns companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Foreign Large Growth |
DWMF | WisdomTree International Mltfctr | Owns companies we recommend for divestment | 3 | 2 | 4 | 2 | X | Foreign Large Blend |
DIM | WisdomTree International MidCap Div ETF | Owns companies we recommend for divestment | 9 | 1 | 12 | 4 | X | Foreign Small/Mid Value |
DOL | WisdomTree International LargeCp Div ETF | Owns companies we recommend for divestment | 5 | 4 | 12 | 8 | X | Foreign Large Value |
DTH | WisdomTree International High Div ETF | Owns companies we recommend for divestment | 6 | 2 | 8 | 3 | X | Foreign Large Value |
RESD | WisdomTree International ESG | Owns companies we recommend for divestment | 3 | 4 | 4 | 7 | V | Foreign Large Blend |
DWM | WisdomTree International Equity ETF | Owns companies we recommend for divestment | 15 | 6 | 25 | 12 | X | Foreign Large Value |
NTSI | WisdomTree International Efficnt Cr ETF | Owns companies we recommend for divestment | 9 | 6 | 17 | 9 | X | Global Allocation |
IXSE | WisdomTree India ex-State-Owned Entrprs | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
EPI | WisdomTree India Earnings ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
PLAT | WisdomTree Growth Leaders | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Large Growth |
DEW | WisdomTree Global High Dividend ETF | Owns companies we recommend for divestment | 8 | 13 | 14 | 12 | X | Global Large-Stock Value |
DNL | WisdomTree Global ex-US Qual Div Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
DXGE | WisdomTree Germany Hedged Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Miscellaneous Region |
DFE | WisdomTree Europe SmallCap Dividend ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Europe Stock |
EUDG | WisdomTree Europe Quality Div Gr ETF | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Europe Stock |
EUSC | WisdomTree Europe Hedged SmallCap Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Europe Stock |
HEDJ | WisdomTree Europe Hedged Equity ETF | Owns companies we recommend for divestment | 3 | 1 | 3 | 1 | X | Europe Stock |
XSOE | WisdomTree EmMkts ex-Stt-Ownd EntrprsETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
DGRE | WisdomTree Emerging Mkts Qual Div Gr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
NTSE | WisdomTree Emerging Mkts Effcnt Cr ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
DGS | WisdomTree Emerging Markets SmCp Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
EMMF | WisdomTree Emerging Markets Mltfctr | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
DEM | WisdomTree Emerging Markets High Div ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
XC | WisdomTree Emerging Markets ex-China ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
RESE | WisdomTree Emerging Markets ESG ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | V | Diversified Emerging Mkts |
GDMN | WisdomTree Efcnt Gld Pls Gld Ms Stgy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Commodities Focused |
GDE | WisdomTree Efcnt Gld Pls Gld Eq Stgy ETF | Owns companies we recommend for divestment | 17 | 21 | 30 | 34 | X | Large Blend |
DDWM | WisdomTree Dynamic Ccy Hdgd Intl Eq ETF | Owns companies we recommend for divestment | 16 | 6 | 26 | 11 | X | Foreign Large Value |
DDLS | WisdomTree Dyn Ccy Hdgd Intl SmCp Eq ETF | Owns companies we recommend for divestment | 7 | 2 | 9 | 0 | X | Foreign Small/Mid Value |
WCBR | WisdomTree Cybersecurity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
WCLD | WisdomTree Cloud Computing ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Technology |
CXSE | WisdomTree China ex-State-Owd Entpr ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | China Region |
WDNA | WisdomTree BioRevolution ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
WBAT | WisdomTree Battery Val Chn & Innvt ETF | Owns companies we recommend for divestment | 5 | 1 | 8 | 4 | X | Technology |
WTAI | WisdomTree Artfcl Intllgnc & Innvtn ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Technology |
WSMRX | William Blair Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 2 | X | Mid-Cap Growth |
WSMNX | William Blair Small-Mid Cap Growth N | Owns companies we recommend for divestment | 3 | 3 | 2 | 2 | X | Mid-Cap Growth |
WSMDX | William Blair Small-Mid Cap Growth I | Owns companies we recommend for divestment | 3 | 3 | 2 | 2 | X | Mid-Cap Growth |
WESGX | WCM International Equity Inv | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Foreign Large Growth |
WCMMX | WCM International Equity Ins | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Foreign Large Growth |
WCMUX | WCM Developing World Equity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
WCMDX | WCM Developing World Equity Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
ITRGX | VY® T. Rowe Price Growth Equity S2 | Owns companies we recommend for divestment | 2 | 2 | 6 | 9 | X | Large Growth |
ITGSX | VY® T. Rowe Price Growth Equity S | Owns companies we recommend for divestment | 2 | 2 | 6 | 9 | X | Large Growth |
ITGIX | VY® T. Rowe Price Growth Equity I | Owns companies we recommend for divestment | 2 | 2 | 6 | 9 | X | Large Growth |
IGEAX | VY® T. Rowe Price Growth Equity A | Owns companies we recommend for divestment | 2 | 2 | 6 | 9 | X | Large Growth |
ITETX | VY® T. Rowe Price Equity Income S2 | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
IRPSX | VY® T. Rowe Price Equity Income S | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
ITEIX | VY® T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
ITEAX | VY® T. Rowe Price Equity Income A | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
IAXTX | VY® T. Rowe Price Divers Mid Cap Gr S2 | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
IAXSX | VY® T. Rowe Price Divers Mid Cap Gr S | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
VYRIX | VY® T. Rowe Price Divers Mid Cap Gr R6 | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
IAXIX | VY® T. Rowe Price Divers Mid Cap Gr I | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
IAXAX | VY® T. Rowe Price Divers Mid Cap Gr A | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
ITCTX | VY® T. Rowe Price Capital Apprec S2 | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Allocation--50% to 70% Equity |
ITCSX | VY® T. Rowe Price Capital Apprec S | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Allocation--50% to 70% Equity |
VPRAX | VY® T. Rowe Price Capital Apprec R6 | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Allocation--50% to 70% Equity |
ITRIX | VY® T. Rowe Price Capital Apprec I | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Allocation--50% to 70% Equity |
ITRAX | VY® T. Rowe Price Capital Apprec A | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Allocation--50% to 70% Equity |
IGFSX | VY® Morgan Stanley Global Franchise S2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
IVGTX | VY® Morgan Stanley Global Franchise S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
VPRDX | VY® Morgan Stanley Global Franchise R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
IGFAX | VY® Morgan Stanley Global Franchise A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
IJSTX | VY® JPMorgan Small Cap Core Equity S2 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
IJSSX | VY® JPMorgan Small Cap Core Equity S | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
VPRSX | VY® JPMorgan Small Cap Core Equity R6 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
IJSIX | VY® JPMorgan Small Cap Core Equity I | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
IJSAX | VY® JPMorgan Small Cap Core Equity A | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
IJPMX | VY® JPMorgan Mid Cap Value S2 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
IJMSX | VY® JPMorgan Mid Cap Value S | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
IJMIX | VY® JPMorgan Mid Cap Value I | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
IJMAX | VY® JPMorgan Mid Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
IJPTX | VY® JPMorgan Emerging Markets Equity S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IJPIX | VY® JPMorgan Emerging Markets Equity S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IJEMX | VY® JPMorgan Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IJEAX | VY® JPMorgan Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IVITX | VY® Invesco Growth and Income S2 | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
IVGSX | VY® Invesco Growth and Income S | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
IVGIX | VY® Invesco Growth and Income I | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
IVGAX | VY® Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
IOGPX | VY® Invesco Global S2 | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
IGMSX | VY® Invesco Global S | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
IGMIX | VY® Invesco Global I | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
IGMAX | VY® Invesco Global A | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
IVIPX | VY® Invesco Equity and Income S2 | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
IUASX | VY® Invesco Equity and Income S | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
IUAIX | VY® Invesco Equity and Income I | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
IUAAX | VY® Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
IVKSX | VY® Invesco Comstock S | 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 |
IVKAX | VY® Invesco Comstock A | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
ICVPX | VY® Columbia Small Cap Value II S2 | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
ICSSX | VY® Columbia Small Cap Value II S | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
VYRDX | VY® Columbia Small Cap Value II R6 | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
ICISX | VY® Columbia Small Cap Value II I | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
ICSAX | VY® Columbia Small Cap Value II A | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
ISCSX | VY® Columbia Contrarian Core S | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
ISFIX | VY® Columbia Contrarian Core I | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
ISBAX | VY® Columbia Contrarian Core A | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
IVRTX | VY® CBRE Real Estate S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IVRSX | VY® CBRE Real Estate S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IVRIX | VY® CBRE Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ICRPX | VY® CBRE Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IRGSX | VY® CBRE Global Real Estate S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRGTX | VY® CBRE Global Real Estate S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRGIX | VY® CBRE Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ICRNX | VY® CBRE Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IBCGX | VY® Baron Growth S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
IBSSX | VY® Baron Growth S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
VYRBX | VY® Baron Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
IBGIX | VY® Baron Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
IBSAX | VY® Baron Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
ISMSX | VY® American Century Sm-Mid Cp Val S2 | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Mid-Cap Value |
IASSX | VY® American Century Sm-Mid Cp Val S | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Mid-Cap Value |
IACIX | VY® American Century Sm-Mid Cp Val I | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Mid-Cap Value |
IASAX | VY® American Century Sm-Mid Cp Val A | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Mid-Cap Value |
ISIPX | Voya US Stock Index Port S2 | 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 |
INGIX | Voya US Stock Index Port I | 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 |
VHDRX | Voya US High Dividend Low Volatility R6 | 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 |
VHDAX | Voya US High Dividend Low Volatility A | Owns companies we recommend for divestment | 6 | 9 | 11 | 11 | X | Large Value |
ISCTX | Voya SmallCap Opportunities Port S2 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
IVPOX | Voya SmallCap Opportunities Port S | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
VRSCX | Voya SmallCap Opportunities Port R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
IVSOX | Voya SmallCap Opportunities Port I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
ISOPX | Voya SmallCap Opportunities Port A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
VYSGX | Voya Small Company W | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
VYSEX | Voya Small Company R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
VYSDX | Voya Small Company R | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
IVPSX | Voya Small Company Port S | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
VSPRX | Voya Small Company Port R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
IVCSX | Voya Small Company Port I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
IASCX | Voya Small Company Port A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
VYSAX | Voya Small Company I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
VYSZX | Voya Small Company C | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
VYSYX | Voya Small Company A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
VWYKX | Voya Small Cap Growth W | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
VLNPX | Voya Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
VWYIX | Voya Small Cap Growth R | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
TCMSX | Voya Small Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
VWYGX | Voya Small Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
VWYFX | Voya Small Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
IRCIX | Voya Russell Small Cap Index Port S2 | 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 |
IIRSX | Voya Russell Small Cap Index Port I | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
IRSIX | Voya Russell Small Cap Index Port A | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
IRMTX | Voya Russell Mid Cap Index Port S2 | 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 |
IIRMX | Voya Russell Mid Cap Index Port I | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
IRMAX | Voya Russell Mid Cap Index Port A | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
IRGVX | Voya Russell Mid Cap Growth Idx Port S2 | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Mid-Cap Growth |
IRGUX | Voya Russell Mid Cap Growth Idx Port S | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Mid-Cap Growth |
IRGJX | Voya Russell Mid Cap Growth Idx Port I | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Mid-Cap Growth |
IRVSX | Voya Russell Large Cap Value Idx Port S | 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 |
IRVAX | Voya Russell Large Cap Value Idx Port A | Owns companies we recommend for divestment | 8 | 13 | 19 | 18 | X | Large Value |
IRLUX | Voya Russell Large Cap Index Port S2 | 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 |
IIRLX | Voya Russell Large Cap Index Port I | Owns companies we recommend for divestment | 9 | 16 | 23 | 23 | X | Large Blend |
IRLIX | Voya Russell Large Cap Index Port A | Owns companies we recommend for divestment | 9 | 16 | 23 | 23 | X | Large Blend |
IRLSX | Voya Russell Large Cap Growth Idx Port S | Owns companies we recommend for divestment | 5 | 4 | 13 | 11 | X | Large Growth |
IRLNX | Voya Russell Large Cap Growth Idx Port I | Owns companies we recommend for divestment | 5 | 4 | 13 | 11 | X | Large Growth |
IRLAX | Voya Russell Large Cap Growth Idx Port A | Owns companies we recommend for divestment | 5 | 4 | 13 | 11 | X | Large Growth |
VMMCX | Voya Multi-Manager Mid Cap Value P | Owns companies we recommend for divestment | 7 | 5 | 6 | 9 | X | Mid-Cap Value |
IMCVX | Voya Multi-Manager Mid Cap Value I | Owns companies we recommend for divestment | 7 | 5 | 6 | 9 | X | Mid-Cap Value |
VVJFX | Voya Multi-Manager Intl Sm Cp R6 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Small/Mid Blend |
IICWX | Voya Multi-Manager Intl Factors W | 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 |
IICFX | Voya Multi-Manager Intl Factors I | Owns companies we recommend for divestment | 9 | 3 | 18 | 9 | X | Foreign Large Blend |
ISCWX | Voya Multi-Manager International Sm Cp W | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Small/Mid Blend |
NAPIX | Voya Multi-Manager International Sm Cp I | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Small/Mid Blend |
NARCX | Voya Multi-Manager International Sm Cp C | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Small/Mid Blend |
NTKLX | Voya Multi-Manager International Sm Cp A | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Small/Mid Blend |
VMIPX | Voya Multi-Manager International Eq P3 | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Foreign Large Blend |
IIGIX | Voya Multi-Manager International Eq I | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Foreign Large Blend |
VPMEX | Voya Multi-Manager Emerging Mkts Eq P3 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
IEMLX | Voya Multi-Manager Emerging Markets Eq W | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
IEMKX | Voya Multi-Manager Emerging Markets Eq R | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
VMEPX | Voya Multi-Manager Emerging Markets Eq P | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
IEMGX | Voya Multi-Manager Emerging Markets Eq I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
IEMJX | Voya Multi-Manager Emerging Markets Eq C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
IEMHX | Voya Multi-Manager Emerging Markets Eq A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
IMOWX | Voya MidCap Opportunities W | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
IMOZX | Voya MidCap Opportunities R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
IMORX | Voya MidCap Opportunities R | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
IMOPX | Voya MidCap Opportunities Port S2 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
ISMOX | Voya MidCap Opportunities Port S | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
VMCRX | Voya MidCap Opportunities Port R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
IIMOX | Voya MidCap Opportunities Port I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
IAMOX | Voya MidCap Opportunities Port A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
NMCIX | Voya MidCap Opportunities I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
NMCCX | Voya MidCap Opportunities C | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
NMCAX | Voya MidCap Opportunities A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
VYMYX | Voya Mid Cap Research Enhanced Index W | 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 |
VYMSX | Voya Mid Cap Research Enhanced Index I | 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 |
VYMQX | Voya Mid Cap Research Enhanced Index A | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
IGOWX | Voya Large-Cap Growth W | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
VGOSX | Voya Large-Cap Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
VGORX | Voya Large-Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
PLCIX | Voya Large-Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
NLCCX | Voya Large-Cap Growth C | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
NLCAX | Voya Large-Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
IWEDX | Voya Large Cap Value W | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
IEDZX | Voya Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
IEDRX | Voya Large Cap Value R | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
IPETX | Voya Large Cap Value Port S2 | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
IPESX | Voya Large Cap Value Port S | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
VLCRX | Voya Large Cap Value Port R6 | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
IPEIX | Voya Large Cap Value Port I | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
IPEAX | Voya Large Cap Value Port A | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
IEDIX | Voya Large Cap Value I | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
IEDCX | Voya Large Cap Value C | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
IEDAX | Voya Large Cap Value A | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
IEOTX | Voya Large Cap Growth Port S2 | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
IEOSX | Voya Large Cap Growth Port S | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
VRLCX | Voya Large Cap Growth Port R6 | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
IEOHX | Voya Large Cap Growth Port I | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
IEOPX | Voya Large Cap Growth Port A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
ISIIX | Voya International Index Port S2 | 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 |
IIIIX | Voya International Index Port I | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
IIIAX | Voya International Index Port A | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
VGLRX | Voya International High Div Volatil R6 | Owns companies we recommend for divestment | 5 | 2 | 5 | 6 | X | Foreign Large Value |
VGLIX | Voya International High Div Volatil I | Owns companies we recommend for divestment | 5 | 2 | 5 | 6 | X | Foreign Large Value |
VGLAX | Voya International High Div Volatil A | Owns companies we recommend for divestment | 5 | 2 | 5 | 6 | X | Foreign Large Value |
ITFEX | Voya International High Div Low Vol S2 | Owns companies we recommend for divestment | 5 | 2 | 5 | 6 | X | Foreign Large Value |
IFTSX | Voya International High Div Low Vol S | Owns companies we recommend for divestment | 5 | 2 | 5 | 6 | X | Foreign Large Value |
IFTIX | Voya International High Div Low Vol I | Owns companies we recommend for divestment | 5 | 2 | 5 | 6 | X | Foreign Large Value |
IFTAX | Voya International High Div Low Vol A | Owns companies we recommend for divestment | 5 | 2 | 5 | 6 | X | Foreign Large Value |
IPSSX | Voya Index Plus SmallCap Port S | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Small Blend |
IPSIX | Voya Index Plus SmallCap Port I | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Small Blend |
IPMSX | Voya Index Plus MidCap Port S | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
IPMIX | Voya Index Plus MidCap Port I | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
IPLSX | Voya Index Plus LargeCap Port S | 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 |
VIPAX | Voya Index Plus LargeCap Port ADV | Owns companies we recommend for divestment | 6 | 14 | 16 | 16 | X | Large Blend |
IGISX | Voya Growth and Income Port S2 | Owns companies we recommend for divestment | 1 | 5 | 4 | 7 | X | Large Blend |
ISVGX | Voya Growth and Income Port S | Owns companies we recommend for divestment | 1 | 5 | 4 | 7 | X | Large Blend |
IIVGX | Voya Growth and Income Port I | Owns companies we recommend for divestment | 1 | 5 | 4 | 7 | X | Large Blend |
IAVGX | Voya Growth and Income Port A | Owns companies we recommend for divestment | 1 | 5 | 4 | 7 | X | Large Blend |
IGVWX | Voya Global High Dividend Low Vol W | 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 |
IWTTX | Voya Global High Dividend Low Vol PortS2 | 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 |
IGHSX | Voya Global High Dividend Low Vol Port S | 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 |
IGHAX | Voya Global High Dividend Low Vol Port A | 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 |
NAWCX | Voya Global High Dividend Low Vol C | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
NAWGX | Voya Global High Dividend Low Vol A | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
IEPSX | Voya Emerging Markets Index Port S | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
IEPIX | Voya Emerging Markets Index Port I | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
VPEPX | Voya Emerging Markets Index P2 | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
LEXCX | Voya Corporate Leaders Trust B | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Large Value |
VYCIX | Voya Corporate Leaders 100 W | 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 |
VYCFX | Voya Corporate Leaders 100 R | 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 |
VYCBX | Voya Corporate Leaders 100 C | Owns companies we recommend for divestment | 7 | 12 | 18 | 17 | X | Large Value |
VYCAX | Voya Corporate Leaders 100 A | Owns companies we recommend for divestment | 7 | 12 | 18 | 17 | X | Large Value |
SCIZX | Virtus SGA International Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
STITX | Virtus SGA International Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
SCIIX | Virtus SGA International Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
ASTPX | Virtus NFJ Global Sustainability P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Blend |
ASUAX | Virtus NFJ Global Sustainability A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Blend |
ASTNX | Virtus NFJ Global Sust Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Blend |
VRSGX | Virtus KAR Small-Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
PXSGX | Virtus KAR Small-Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
PSGCX | Virtus KAR Small-Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
PSGAX | Virtus KAR Small-Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
AWTPX | Virtus Duff & Phelps Water P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Natural Resources |
AWTIX | Virtus Duff & Phelps Water Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Natural Resources |
AWTCX | Virtus Duff & Phelps Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Natural Resources |
AWTAX | Virtus Duff & Phelps Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Natural Resources |
VCLN | Virtus Duff & Phelps Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
MODL | VictoryShares WestEnd U.S. Sector ETF | Owns companies we recommend for divestment | 3 | 9 | 16 | 13 | X | Large Blend |
ULVM | VictoryShares US Value Momentum ETF | Owns companies we recommend for divestment | 7 | 6 | 12 | 12 | X | Large Value |
CSB | VictoryShares US SmCp Hi Div Vol Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
CSA | VictoryShares US Small Cap Vol Wtd ETF | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Blend |
USVM | VictoryShares US Sm Md Cp Val Momt ETF | Owns companies we recommend for divestment | 6 | 3 | 2 | 6 | X | Small Blend |
VSMV | VictoryShares US Mult-Fctr Mnmm Vltl ETF | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Large Value |
CDL | VictoryShares US LgCp Hi Div Vol Wtd ETF | Owns companies we recommend for divestment | 2 | 9 | 8 | 10 | X | Large Value |
CDC | VictoryShares US EQ Inc Enh Vol Wtd ETF | Owns companies we recommend for divestment | 2 | 9 | 8 | 10 | X | Large Value |
CSF | VictoryShares US Discv Enh Vol Wtd ETF | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Blend |
CFA | VictoryShares US 500 Volatility Wtd ETF | 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 |
MDCP | VictoryShares THB Mid Cap ESG ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Mid-Cap Blend |
QQQN | VictoryShares Nasdaq Next 50 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Mid-Cap Growth |
CID | VictoryShares Intl Hi Div Vol Wtd ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Value |
CIL | VictoryShares International Vol Wtd ETF | Owns companies we recommend for divestment | 11 | 7 | 16 | 10 | X | Foreign Large Blend |
UIVM | VictoryShares International Val MomtETF | Owns companies we recommend for divestment | 5 | 2 | 8 | 5 | X | Foreign Large Value |
UEVM | VictoryShares Emerging Mkts Val MomtETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
VSDA | VictoryShares Dividend Accelerator ETF | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Large Blend |
CIZ | VictoryShares Developed Enh Vol Wtd ETF | Owns companies we recommend for divestment | 11 | 6 | 16 | 10 | X | Foreign Large Blend |
CUHIX | Victory US 500 Enh Vol Wtd Idx I | 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 |
CUHAX | Victory US 500 Enh Vol Wtd Idx A | Owns companies we recommend for divestment | 14 | 21 | 25 | 33 | X | Large Blend |
MICYX | Victory Trivalent Intl Fd-Core Eq Y | Owns companies we recommend for divestment | 3 | 5 | 6 | 3 | X | Foreign Large Blend |
MAIRX | Victory Trivalent Intl Fd-Core Eq R6 | Owns companies we recommend for divestment | 3 | 5 | 6 | 3 | X | Foreign Large Blend |
MICIX | Victory Trivalent Intl Fd-Core Eq I | Owns companies we recommend for divestment | 3 | 5 | 6 | 3 | X | Foreign Large Blend |
MAICX | Victory Trivalent Intl Fd-Core Eq A | Owns companies we recommend for divestment | 3 | 5 | 6 | 3 | X | Foreign Large Blend |
MYSIX | Victory Trivalent International Sm-Cp Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
MSSIX | Victory Trivalent International Sm-Cp R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
MISIX | Victory Trivalent International Sm-Cp I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
MCISX | Victory Trivalent International Sm-Cp C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
MISAX | Victory Trivalent International Sm-Cp A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
THBIX | Victory THB US Small Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
THBVX | Victory THB US Small Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
VSOYX | Victory Sycamore Small Company Opp Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
VSORX | Victory Sycamore Small Company Opp R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
GOGFX | Victory Sycamore Small Company Opp R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
VSOIX | Victory Sycamore Small Company Opp I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
SSGSX | Victory Sycamore Small Company Opp A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
VEVYX | Victory Sycamore Established Value Y | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
VEVRX | Victory Sycamore Established Value R6 | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
GETGX | Victory Sycamore Established Value R | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
VEVIX | Victory Sycamore Established Value I | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
VEVCX | Victory Sycamore Established Value C | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
VETAX | Victory Sycamore Established Value A | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
VSVYX | Victory Special Value Y | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
VSVGX | Victory Special Value R | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
VSPIX | Victory Special Value I | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
VSVCX | Victory Special Value C | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
SSVSX | Victory Special Value A | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
RSENX | Victory Sophus Emerging Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
RSERX | Victory Sophus Emerging Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
REMKX | Victory Sophus Emerging Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
REMGX | Victory Sophus Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GBEMX | Victory Sophus Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MUXYX | Victory S&P 500 Index Y | 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 |
MUXAX | Victory S&P 500 Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
RSVYX | Victory RS Value Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Value |
RSVKX | Victory RS Value R | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Value |
RVACX | Victory RS Value C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Value |
RSVAX | Victory RS Value A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Value |
RSYEX | Victory RS Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
RSEJX | Victory RS Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
RSEKX | Victory RS Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
REGWX | Victory RS Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
RSEGX | Victory RS Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
RSCYX | Victory RS Small Cap Equity Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
RSCKX | Victory RS Small Cap Equity R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
RSMMX | Victory RS Small Cap Equity Member | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
RSCCX | Victory RS Small Cap Equity C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
GPSCX | Victory RS Small Cap Equity A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
RSSYX | Victory RS Select Growth Y | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
RSSRX | Victory RS Select Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
RSDKX | Victory RS Select Growth R | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
RSGFX | Victory RS Select Growth C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
RSDGX | Victory RS Select Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
RIFYX | Victory RS Science and Technology Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
RIFKX | Victory RS Science and Technology R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
RINCX | Victory RS Science and Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
RSIFX | Victory RS Science and Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
RSPYX | Victory RS Partners Y | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
RSPKX | Victory RS Partners R | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
RSPMX | Victory RS Partners Member | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
RSPFX | Victory RS Partners A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
RMOYX | Victory RS Mid Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
RMORX | Victory RS Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
RSMKX | Victory RS Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
RMOMX | Victory RS Mid Cap Growth Member | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
RMOCX | Victory RS Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
RSMOX | Victory RS Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
RCEYX | Victory RS Large Cap Alpha Y | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Large Value |
RCEKX | Victory RS Large Cap Alpha R | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Large Value |
RCOCX | Victory RS Large Cap Alpha C | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Large Value |
GPAFX | Victory RS Large Cap Alpha A | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Large Value |
RSIYX | Victory RS Investors Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Blend |
RSIKX | Victory RS Investors R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Blend |
RIVCX | Victory RS Investors C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Blend |
RSINX | Victory RS Investors A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Blend |
RSIGX | Victory RS International Y | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Foreign Large Blend |
RSIRX | Victory RS International R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Foreign Large Blend |
RIGKX | Victory RS International R | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Foreign Large Blend |
RIGCX | Victory RS International C | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Foreign Large Blend |
GUBGX | Victory RS International A | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Foreign Large Blend |
RGRYX | Victory RS Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
RSGKX | Victory RS Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
RGWCX | Victory RS Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
RSGRX | Victory RS Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
RGGYX | Victory RS Global Y | Owns companies we recommend for divestment | 1 | 7 | 5 | 8 | X | Global Large-Stock Blend |
RGGRX | Victory RS Global R6 | Owns companies we recommend for divestment | 1 | 7 | 5 | 8 | X | Global Large-Stock Blend |
RGGKX | Victory RS Global R | Owns companies we recommend for divestment | 1 | 7 | 5 | 8 | X | Global Large-Stock Blend |
RGGCX | Victory RS Global C | Owns companies we recommend for divestment | 1 | 7 | 5 | 8 | X | Global Large-Stock Blend |
RSGGX | Victory RS Global A | Owns companies we recommend for divestment | 1 | 7 | 5 | 8 | X | Global Large-Stock Blend |
MNNYX | Victory Munder Multi-Cap Y | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
MNNCX | Victory Munder Multi-Cap C | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
MNNAX | Victory Munder Multi-Cap A | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
MGOYX | Victory Munder Mid-Cap Core Growth Y | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
MGOSX | Victory Munder Mid-Cap Core Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
MMSRX | Victory Munder Mid-Cap Core Growth R | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
MGOTX | Victory Munder Mid-Cap Core Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
MGOAX | Victory Munder Mid-Cap Core Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
MYISX | Victory Integrity Small/Mid-Cap Value Y | Owns companies we recommend for divestment | 4 | 2 | 2 | 4 | X | Mid-Cap Value |
MIRSX | Victory Integrity Small/Mid-Cap Value R6 | Owns companies we recommend for divestment | 4 | 2 | 2 | 4 | X | Mid-Cap Value |
MMMSX | Victory Integrity Small/Mid-Cap Value Mb | Owns companies we recommend for divestment | 4 | 2 | 2 | 4 | X | Mid-Cap Value |
MAISX | Victory Integrity Small/Mid-Cap Value A | Owns companies we recommend for divestment | 4 | 2 | 2 | 4 | X | Mid-Cap Value |
VSVIX | Victory Integrity Small-Cap Value Y | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
MVSSX | Victory Integrity Small-Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
MRVSX | Victory Integrity Small-Cap Value R | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
MCVSX | Victory Integrity Small-Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
VSCVX | Victory Integrity Small-Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
MYIMX | Victory Integrity Mid-Cap Value Y | Owns companies we recommend for divestment | 4 | 5 | 3 | 5 | X | Mid-Cap Value |
MRIMX | Victory Integrity Mid-Cap Value R6 | Owns companies we recommend for divestment | 4 | 5 | 3 | 5 | X | Mid-Cap Value |
MMIJX | Victory Integrity Mid-Cap Value Member | Owns companies we recommend for divestment | 4 | 5 | 3 | 5 | X | Mid-Cap Value |
MCIMX | Victory Integrity Mid-Cap Value C | Owns companies we recommend for divestment | 4 | 5 | 3 | 5 | X | Mid-Cap Value |
MAIMX | Victory Integrity Mid-Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 3 | 5 | X | Mid-Cap Value |
MMEYX | Victory Integrity Discovery Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
MMERX | Victory Integrity Discovery R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
MMMMX | Victory Integrity Discovery Member | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
MMECX | Victory Integrity Discovery C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
MMEAX | Victory Integrity Discovery A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
RSNYX | Victory Global Energy Transition Y | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
RSNKX | Victory Global Energy Transition R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
RGNCX | Victory Global Energy Transition C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
RSNRX | Victory Global Energy Transition A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
VDSYX | Victory Diversified Stock Y | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
VDSRX | Victory Diversified Stock R6 | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
GRINX | Victory Diversified Stock R | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
VDSIX | Victory Diversified Stock I | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
VDSCX | Victory Diversified Stock C | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
SRVEX | Victory Diversified Stock A | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
VGSRX | Vert Global Sustainable Real Estate Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
EATV | VegTech Plant-based Innovt & Clmt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Consumer Defensive |
VBPIX | VanguardBaillieGiffordGlbPstvImpStkInv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
VWNFX | Vanguard Windsor™ II Inv | Owns companies we recommend for divestment | 8 | 13 | 18 | 19 | X | Large Value |
VWNAX | Vanguard Windsor™ II Admiral™ | Owns companies we recommend for divestment | 8 | 13 | 18 | 19 | X | Large Value |
VWNEX | Vanguard Windsor™ Admiral™ | Owns companies we recommend for divestment | 5 | 6 | 10 | 10 | X | Large Value |
VWNDX | Vanguard Windsor Investor Shares | Owns companies we recommend for divestment | 5 | 6 | 10 | 10 | X | Large Value |
VWELX | Vanguard Wellington™ Inv | Owns companies we recommend for divestment | 2 | 4 | 6 | 9 | X | Allocation--50% to 70% Equity |
VWENX | Vanguard Wellington™ Admiral™ | Owns companies we recommend for divestment | 2 | 4 | 6 | 9 | X | Allocation--50% to 70% Equity |
VIVAX | Vanguard Value Index Inv | 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 |
VVIAX | Vanguard Value Index Adm | Owns companies we recommend for divestment | 12 | 17 | 19 | 23 | X | Large Value |
VTV | Vanguard Value ETF | Owns companies we recommend for divestment | 12 | 17 | 19 | 23 | X | Large Value |
VUIAX | Vanguard Utilities Index Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
VPU | Vanguard Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
VFVA | Vanguard US Value Factor ETF | Owns companies we recommend for divestment | 13 | 19 | 19 | 23 | X | Mid-Cap Value |
VFQY | Vanguard US Quality Factor ETF | Owns companies we recommend for divestment | 3 | 8 | 11 | 6 | X | Mid-Cap Blend |
VFMF | Vanguard US Multifactor ETF | Owns companies we recommend for divestment | 9 | 10 | 13 | 16 | X | Mid-Cap Blend |
VFMFX | Vanguard US Multifactor Admiral™ | Owns companies we recommend for divestment | 11 | 12 | 16 | 16 | X | Mid-Cap Blend |
VFMO | Vanguard US Momentum Factor ETF | Owns companies we recommend for divestment | 19 | 11 | 14 | 21 | X | Mid-Cap Growth |
VFMV | Vanguard US Minimum Volatility ETF | Owns companies we recommend for divestment | 6 | 3 | 12 | 12 | X | Mid-Cap Blend |
VWUSX | Vanguard US Growth Investor | Owns companies we recommend for divestment | 6 | 5 | 13 | 15 | X | Large Growth |
VWUAX | Vanguard US Growth Admiral™ | Owns companies we recommend for divestment | 6 | 5 | 13 | 15 | X | Large Growth |
VTWIX | Vanguard Total World Stock Index I | 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 |
VT | Vanguard Total World Stock ETF | Owns companies we recommend for divestment | 67 | 43 | 104 | 66 | X | Global Large-Stock Blend |
VTSMX | Vanguard Total Stock Mkt Idx Inv | 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 |
VSMPX | Vanguard Total Stock Mkt Idx Instl Pls | 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 |
VITSX | Vanguard Total Stock Market Idx I | Owns companies we recommend for divestment | 34 | 35 | 43 | 55 | X | Large Blend |
VTI | Vanguard Total Stock Market ETF | Owns companies we recommend for divestment | 34 | 35 | 43 | 55 | X | Large Blend |
VGTSX | Vanguard Total Intl Stock Index Inv | 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 |
VTIAX | Vanguard Total Intl Stock Index Admiral | 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 |
VTISX | Vanguard Total Intl Stock Idx Instl Sel | Owns companies we recommend for divestment | 39 | 11 | 65 | 14 | X | Foreign Large Blend |
VXUS | Vanguard Total International Stock ETF | Owns companies we recommend for divestment | 39 | 11 | 65 | 14 | X | Foreign Large Blend |
VTSIX | Vanguard Tax-Managed Small Cap I | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
VTMSX | Vanguard Tax-Managed Small Cap Adm | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
VTCIX | Vanguard Tax-Managed Capital App I | Owns companies we recommend for divestment | 24 | 27 | 34 | 43 | X | Large Blend |
VTCLX | Vanguard Tax-Managed Capital App Adm | Owns companies we recommend for divestment | 24 | 27 | 34 | 43 | X | Large Blend |
VSVNX | Vanguard Target Retirement 2070 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2065+ |
VLXVX | Vanguard Target Retirement 2065 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2065+ |
VTTSX | Vanguard Target Retirement 2060 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2060 |
VFFVX | Vanguard Target Retirement 2055 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2055 |
VFIFX | Vanguard Target Retirement 2050 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2050 |
VTIVX | Vanguard Target Retirement 2045 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2045 |
VFORX | Vanguard Target Retirement 2040 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2040 |
VTTHX | Vanguard Target Retirement 2035 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2035 |
VTHRX | Vanguard Target Retirement 2030 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2030 |
VTTVX | Vanguard Target Retirement 2025 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2025 |
VSTCX | Vanguard Strategic Small-Cap Equity Inv | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Blend |
VSEQX | Vanguard Strategic Equity Inv | Owns companies we recommend for divestment | 6 | 4 | 5 | 8 | X | Mid-Cap Blend |
VBR | Vanguard Small-Cap Value ETF | Owns companies we recommend for divestment | 12 | 8 | 6 | 16 | X | Small Value |
VBK | Vanguard Small-Cap Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Growth |
VB | Vanguard Small-Cap ETF | Owns companies we recommend for divestment | 15 | 11 | 9 | 20 | X | Small Blend |
VISVX | Vanguard Small Cap Value Index Inv | 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 |
VSIAX | Vanguard Small Cap Value Index Admiral | Owns companies we recommend for divestment | 12 | 8 | 6 | 16 | X | Small Value |
NAESX | Vanguard Small Cap Index Inv | 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 |
VSCIX | Vanguard Small Cap Index I | Owns companies we recommend for divestment | 15 | 11 | 9 | 20 | X | Small Blend |
VSMAX | Vanguard Small Cap Index Adm | Owns companies we recommend for divestment | 15 | 11 | 9 | 20 | X | Small Blend |
VISGX | Vanguard Small Cap Growth Index Inv | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Growth |
VSGIX | Vanguard Small Cap Growth Index I | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Growth |
VSGAX | Vanguard Small Cap Growth Index Admiral | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Growth |
VASVX | Vanguard Selected Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Mid-Cap Value |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Small Value |
VSMVX | Vanguard S&P Small-Cap 600 Val Idx Instl | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Small Value |
VSMSX | Vanguard S&P Small-Cap 600 Index I | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
VIOO | Vanguard S&P Small-Cap 600 ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
VMFVX | Vanguard S&P Mid-Cap 400 Value Idx I | Owns companies we recommend for divestment | 5 | 5 | 4 | 7 | X | Mid-Cap Value |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | Owns companies we recommend for divestment | 5 | 5 | 4 | 7 | X | Mid-Cap Value |
VSPMX | Vanguard S&P Mid-Cap 400 Index I | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
VMFGX | Vanguard S&P Mid-Cap 400 Growth Idx I | Owns companies we recommend for divestment | 5 | 4 | 2 | 8 | X | Mid-Cap Growth |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | Owns companies we recommend for divestment | 5 | 4 | 2 | 8 | X | Mid-Cap Growth |
IVOO | Vanguard S&P Mid-Cap 400 ETF | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
VSPVX | Vanguard S&P 500 Value Index Instl | Owns companies we recommend for divestment | 14 | 19 | 23 | 27 | X | Large Value |
VOOV | Vanguard S&P 500 Value ETF | Owns companies we recommend for divestment | 14 | 19 | 23 | 27 | X | Large Value |
VSPGX | Vanguard S&P 500 Growth Index Instl | Owns companies we recommend for divestment | 8 | 5 | 13 | 14 | X | Large Growth |
VOOG | Vanguard S&P 500 Growth ETF | Owns companies we recommend for divestment | 8 | 5 | 13 | 14 | X | Large Growth |
VOO | Vanguard S&P 500 ETF | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
VRTTX | Vanguard Russell 3000 Index I | 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 |
VRTVX | Vanguard Russell 2000 Value Index I | Owns companies we recommend for divestment | 5 | 4 | 5 | 6 | X | Small Value |
VTWV | Vanguard Russell 2000 Value ETF | Owns companies we recommend for divestment | 5 | 4 | 5 | 6 | X | Small Value |
VRTIX | Vanguard Russell 2000 Index I | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
VRTGX | Vanguard Russell 2000 Growth Index I | Owns companies we recommend for divestment | 3 | 5 | 3 | 6 | X | Small Growth |
VTWG | Vanguard Russell 2000 Growth ETF | Owns companies we recommend for divestment | 3 | 5 | 3 | 6 | X | Small Growth |
VTWO | Vanguard Russell 2000 ETF | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
VRVIX | Vanguard Russell 1000 Value Index I | 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 |
VRNIX | Vanguard Russell 1000 Index I | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
VRGWX | Vanguard Russell 1000 Growth Index I | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
VONG | Vanguard Russell 1000 Growth ETF | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
VONE | Vanguard Russell 1000 ETF | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
VGSIX | Vanguard Real Estate Index Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
VGSNX | Vanguard Real Estate Index Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
VGSLX | Vanguard Real Estate Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
VRTPX | Vanguard Real Estate II Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
VNQ | Vanguard Real Estate ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
VPMCX | Vanguard PRIMECAP Inv | Owns companies we recommend for divestment | 6 | 6 | 14 | 16 | X | Large Blend |
VPCCX | Vanguard PRIMECAP Core Inv | Owns companies we recommend for divestment | 5 | 6 | 14 | 14 | X | Large Blend |
VPMAX | Vanguard PRIMECAP Adm | Owns companies we recommend for divestment | 6 | 6 | 14 | 16 | X | Large Blend |
VPACX | Vanguard Pacific Stock Index Investor | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
VPKIX | Vanguard Pacific Stock Index Instl | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
VPADX | Vanguard Pacific Stock Index Admiral | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
VMVIX | Vanguard Mid-Cap Value Index Investor | Owns companies we recommend for divestment | 3 | 4 | 3 | 5 | X | Mid-Cap Value |
VMVAX | Vanguard Mid-Cap Value Index Admiral | Owns companies we recommend for divestment | 3 | 4 | 3 | 5 | X | Mid-Cap Value |
VOE | Vanguard Mid-Cap Value ETF | Owns companies we recommend for divestment | 3 | 4 | 3 | 5 | X | Mid-Cap Value |
VMGIX | Vanguard Mid-Cap Growth Index Investor | Owns companies we recommend for divestment | 3 | 1 | 3 | 5 | X | Mid-Cap Growth |
VMGMX | Vanguard Mid-Cap Growth Index Admiral | Owns companies we recommend for divestment | 3 | 1 | 3 | 5 | X | Mid-Cap Growth |
VOT | Vanguard Mid-Cap Growth ETF | Owns companies we recommend for divestment | 3 | 1 | 3 | 5 | X | Mid-Cap Growth |
VO | Vanguard Mid-Cap ETF | 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 |
VMCPX | Vanguard Mid Cap Index InstitutionalPlus | 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 |
VIMAX | Vanguard Mid Cap Index Admiral | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
VMGRX | Vanguard Mid Cap Growth Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Mid-Cap Growth |
VMVLX | Vanguard Mega Cap Value Index Instl | Owns companies we recommend for divestment | 8 | 13 | 16 | 16 | X | Large Value |
MGV | Vanguard Mega Cap Value ETF | Owns companies we recommend for divestment | 8 | 13 | 16 | 16 | X | Large Value |
VMCTX | Vanguard Mega Cap Index Institutional | Owns companies we recommend for divestment | 9 | 16 | 23 | 23 | X | Large Blend |
VMGAX | Vanguard Mega Cap Growth Index Instl | Owns companies we recommend for divestment | 1 | 3 | 8 | 7 | X | Large Growth |
MGK | Vanguard Mega Cap Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 8 | 7 | X | Large Growth |
MGC | Vanguard Mega Cap ETF | Owns companies we recommend for divestment | 9 | 16 | 23 | 23 | X | Large Blend |
VMIAX | Vanguard Materials Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
VAW | Vanguard Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
VV | Vanguard Large-Cap ETF | 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 |
VLISX | Vanguard Large Cap Index Institutional | Owns companies we recommend for divestment | 15 | 21 | 28 | 33 | X | Large Blend |
VLCAX | Vanguard Large Cap Index Admiral | Owns companies we recommend for divestment | 15 | 21 | 28 | 33 | X | Large Blend |
VYMI | Vanguard Intl Hi Div Yld Idx ETF | Owns companies we recommend for divestment | 9 | 4 | 15 | 5 | X | Foreign Large Value |
VIHAX | Vanguard Intl Hi Div Yld Adm | Owns companies we recommend for divestment | 9 | 4 | 15 | 5 | X | Foreign Large Value |
VIAAX | Vanguard Intl Div Apprec Idx Adm | Owns companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
VIGI | Vanguard Intl Div Apprec ETF | Owns companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
VTRIX | Vanguard International Value Inv | Owns companies we recommend for divestment | 2 | 2 | 2 | 7 | X | Foreign Large Value |
VWIGX | Vanguard International Growth Inv | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Growth |
VWILX | Vanguard International Growth Adm | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Growth |
VINEX | Vanguard International Explorer Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Foreign Small/Mid Growth |
VWICX | Vanguard International Core Stock Inv | Owns companies we recommend for divestment | 2 | 0 | 5 | 2 | X | Foreign Large Blend |
VZICX | Vanguard International Core Stock Adm | Owns companies we recommend for divestment | 2 | 0 | 5 | 2 | X | Foreign Large Blend |
VITPX | Vanguard Instl Ttl Stk Mkt Idx InstlPls | Owns companies we recommend for divestment | 34 | 35 | 43 | 54 | X | Large Blend |
VITNX | Vanguard Instl Ttl Stk Mkt Idx I | Owns companies we recommend for divestment | 34 | 35 | 43 | 54 | X | Large Blend |
VIIIX | Vanguard Institutional Index Instl Pl | 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 |
VITAX | Vanguard Information Technology Idx Adm | Owns companies we recommend for divestment | 4 | 3 | 10 | 9 | X | Technology |
VGT | Vanguard Information Technology ETF | Owns companies we recommend for divestment | 4 | 3 | 10 | 9 | X | Technology |
VINAX | Vanguard Industrials Index Admiral | Owns companies we recommend for divestment | 19 | 6 | 12 | 21 | X | Industrials |
VIS | Vanguard Industrials ETF | Owns companies we recommend for divestment | 19 | 6 | 12 | 21 | X | Industrials |
VHYAX | Vanguard High Dividend Yield Index Adm | Owns companies we recommend for divestment | 10 | 16 | 14 | 21 | X | Large Value |
VYM | Vanguard High Dividend Yield ETF | Owns companies we recommend for divestment | 10 | 16 | 14 | 21 | X | Large Value |
VGHCX | Vanguard Health Care Inv | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Health |
VHCIX | Vanguard Health Care Index Admiral | Owns companies we recommend for divestment | 1 | 4 | 1 | 2 | X | Health |
VHT | Vanguard Health Care ETF | Owns companies we recommend for divestment | 1 | 4 | 1 | 2 | X | Health |
VGHAX | Vanguard Health Care Adm | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Health |
VIGRX | Vanguard Growth Index Investor | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
VIGIX | Vanguard Growth Index Institutional | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
VIGAX | Vanguard Growth Index Admiral | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
VUG | Vanguard Growth ETF | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
VQNPX | Vanguard Growth & Income Inv | Owns companies we recommend for divestment | 23 | 27 | 36 | 42 | X | Large Blend |
VGIAX | Vanguard Growth & Income Adm | Owns companies we recommend for divestment | 23 | 27 | 36 | 42 | X | Large Blend |
VGWLX | Vanguard Global Wellington Investor | Owns companies we recommend for divestment | 5 | 6 | 8 | 13 | X | Global Allocation |
VGWAX | Vanguard Global Wellington Admiral | Owns companies we recommend for divestment | 5 | 6 | 8 | 13 | X | Global Allocation |
VMVFX | Vanguard Global Minimum Volatility Inv | Owns companies we recommend for divestment | 5 | 2 | 8 | 7 | X | Global Large-Stock Blend |
VMNVX | Vanguard Global Minimum Volatility Admr | Owns companies we recommend for divestment | 5 | 2 | 8 | 7 | X | Global Large-Stock Blend |
VGRNX | Vanguard Global ex-US Real Est Idx Ins | Owns companies we recommend for divestment | 4 | 0 | 5 | 0 | X | Global Real Estate |
VGRLX | Vanguard Global ex-US Real Est Idx Adm | Owns companies we recommend for divestment | 4 | 0 | 5 | 0 | X | Global Real Estate |
VNQI | Vanguard Global ex-US Real Est ETF | Owns companies we recommend for divestment | 4 | 0 | 5 | 0 | X | Global Real Estate |
VEIGX | Vanguard Global ESG Select Stk Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Blend |
VESGX | Vanguard Global ESG Select Stk Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Blend |
VHGEX | Vanguard Global Equity Inv | Owns companies we recommend for divestment | 3 | 7 | 10 | 9 | X | Global Large-Stock Blend |
VEOIX | Vanguard Global Environmental Opp StkInv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
VEOAX | Vanguard Global Environmental Opp StkAdm | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
VGPMX | Vanguard Global Capital Cycles Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Global Large-Stock Value |
VFTNX | Vanguard FTSE Social Index I | Owns companies we recommend for divestment | 5 | 17 | 15 | 23 | V | Large Blend |
VFTAX | Vanguard FTSE Social Index Admiral | Owns companies we recommend for divestment | 5 | 17 | 15 | 23 | V | Large Blend |
VPL | Vanguard FTSE Pacific ETF | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
VGK | Vanguard FTSE Europe ETF | Owns companies we recommend for divestment | 8 | 7 | 15 | 8 | X | Europe Stock |
VWO | Vanguard FTSE Emerging Markets ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
VEA | Vanguard FTSE Developed Markets ETF | Owns companies we recommend for divestment | 36 | 11 | 60 | 14 | X | Foreign Large 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 |
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 |
VSS | Vanguard FTSE All-Wld ex-US SmCp ETF | Owns companies we recommend for divestment | 12 | 4 | 19 | 1 | X | Foreign Small/Mid Blend |
VFWSX | Vanguard FTSE All-Wld ex-US Idx Instl | 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 |
VFWAX | Vanguard FTSE All-Wld ex-US Idx Admiral | Owns companies we recommend for divestment | 27 | 7 | 47 | 13 | X | Foreign Large Blend |
VEU | Vanguard FTSE All-Wld ex-US ETF | Owns companies we recommend for divestment | 27 | 7 | 47 | 13 | X | Foreign Large Blend |
VFAIX | Vanguard Financials Index Admiral | Owns companies we recommend for divestment | 4 | 14 | 0 | 13 | X | Financial |
VFH | Vanguard Financials ETF | Owns companies we recommend for divestment | 4 | 14 | 0 | 13 | X | Financial |
VEXMX | Vanguard Extended Market Index Investor | 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 |
VSEMX | Vanguard Extended Market Index Instl Sel | 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 |
VEXAX | Vanguard Extended Market Index Admiral | Owns companies we recommend for divestment | 18 | 16 | 14 | 25 | X | Mid-Cap Blend |
VXF | Vanguard Extended Market ETF | Owns companies we recommend for divestment | 18 | 16 | 14 | 25 | X | Mid-Cap Blend |
VEVFX | Vanguard Explorer Value Inv | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Small Blend |
VEXPX | Vanguard Explorer Inv | Owns companies we recommend for divestment | 8 | 7 | 4 | 11 | X | Small Growth |
VEXRX | Vanguard Explorer Adm | Owns companies we recommend for divestment | 8 | 7 | 4 | 11 | X | Small Growth |
VEURX | Vanguard European Stock Index Investor | 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 |
VESIX | Vanguard European Stock Index Instl | Owns companies we recommend for divestment | 8 | 7 | 15 | 8 | X | Europe Stock |
VEUSX | Vanguard European Stock Index Admiral | Owns companies we recommend for divestment | 8 | 7 | 15 | 8 | X | Europe Stock |
ESGV | Vanguard ESG US Stock ETF | Owns companies we recommend for divestment | 12 | 23 | 25 | 31 | V | Large Blend |
VSGX | Vanguard ESG International Stock ETF | Owns companies we recommend for divestment | 24 | 6 | 38 | 7 | V | Foreign Large Blend |
VEIPX | Vanguard Equity-Income Inv | Owns companies we recommend for divestment | 6 | 10 | 12 | 12 | X | Large Value |
VEIRX | Vanguard Equity-Income Adm | Owns companies we recommend for divestment | 6 | 10 | 12 | 12 | X | Large Value |
VGENX | Vanguard Energy Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
VENAX | Vanguard Energy Index Admiral | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
VDE | Vanguard Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
VGELX | Vanguard Energy Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
VEIEX | Vanguard Emerging Mkts Stock Idx Inv | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
VEMIX | Vanguard Emerging Mkts Stock Idx Instl | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
VEMRX | Vanguard Emerging Mkts Stock Idx InsPlus | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
VEMAX | Vanguard Emerging Mkts Stock Idx Adm | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
VMMSX | Vanguard Emerg Mkts Sel Stk Inv | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
VDIGX | Vanguard Dividend Growth Inv | Owns companies we recommend for divestment | 4 | 3 | 4 | 8 | X | Large Blend |
VDADX | Vanguard Dividend Appreciation Index Adm | Owns companies we recommend for divestment | 6 | 10 | 8 | 13 | X | Large Blend |
VIG | Vanguard Dividend Appreciation ETF | Owns companies we recommend for divestment | 6 | 10 | 8 | 13 | X | Large Blend |
VDVIX | Vanguard Developed Markets Index Inv | 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 |
VDIPX | Vanguard Developed Markets Index Ins Pls | Owns companies we recommend for divestment | 36 | 11 | 60 | 14 | X | Foreign Large Blend |
VTMGX | Vanguard Developed Markets Index Admiral | Owns companies we recommend for divestment | 36 | 11 | 60 | 14 | X | Foreign Large Blend |
VCSAX | Vanguard Consumer Staples Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
VDC | Vanguard Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
VCDAX | Vanguard Consumer Discretionary Idx Adm | Owns companies we recommend for divestment | 2 | 5 | 8 | 6 | X | Consumer Cyclical |
VCR | Vanguard Consumer Discretionary ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 6 | X | Consumer Cyclical |
VTCAX | Vanguard Communication Svcs Idx Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
VOX | Vanguard Communication Services ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
VHCOX | Vanguard Capital Opportunity Inv | Owns companies we recommend for divestment | 3 | 5 | 9 | 11 | X | Large Growth |
VHCAX | Vanguard Capital Opportunity Adm | Owns companies we recommend for divestment | 3 | 5 | 9 | 11 | X | Large Growth |
VBINX | Vanguard Balanced Index Inv | 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 |
VBIAX | Vanguard Balanced Index Adm | Owns companies we recommend for divestment | 34 | 35 | 43 | 54 | X | Allocation--50% to 70% Equity |
VAIGX | Vanguard Advice Select Intl Gr Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
VAGVX | Vanguard Advice Select Global Value Adml | Owns companies we recommend for divestment | 2 | 3 | 3 | 6 | X | Global Large-Stock Value |
VADGX | Vanguard Advice Select Dividend Gr Admrl | Owns companies we recommend for divestment | 2 | 1 | 2 | 4 | X | Large Blend |
VFINX | Vanguard 500 Index Investor | 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 |
VFIAX | Vanguard 500 Index Admiral | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
RNEW | VanEck® Green Infrastructure ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
VNM | VanEck Vietnam ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
ESPO | VanEck Vdo Gaming and eSprts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
NLR | VanEck Uranium+Nuclear Engy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
SLX | VanEck Steel ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
BUZZ | VanEck Social Sentiment ETF | Owns companies we recommend for divestment | 5 | 7 | 14 | 9 | X | Large Growth |
SMH | VanEck Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
RTH | VanEck Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Consumer Cyclical |
REMX | VanEck Rare Earth/Strat Mtls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
PPH | VanEck Pharmaceutical ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Health |
OIH | VanEck Oil Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
CRAK | VanEck Oil Refiners ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
HAP | VanEck Natural Resources ETF | Owns companies we recommend for divestment | 3 | 0 | 8 | 1 | X | Natural Resources |
MORT | VanEck Mortgage REIT Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
MWMZX | VanEck Morningstar Wide Moat Z | Owns companies we recommend for divestment | 1 | 7 | 5 | 9 | X | Large Blend |
MWMIX | VanEck Morningstar Wide Moat I | Owns companies we recommend for divestment | 1 | 7 | 5 | 9 | X | Large Blend |
MOAT | VanEck Morningstar Wide Moat ETF | Owns companies we recommend for divestment | 1 | 7 | 5 | 9 | X | Large Blend |
SMOT | VanEck Morningstar SMID Moat ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Mid-Cap Blend |
MOTI | VanEck Morningstar Intl Moat ETF | Owns companies we recommend for divestment | 5 | 2 | 2 | 2 | X | Foreign Large Value |
MOTG | VanEck Morningstar Glb Wd Mt ETF | Owns companies we recommend for divestment | 2 | 7 | 4 | 8 | X | Global Large-Stock Blend |
MOTE | VanEck Morningstar ESG Moat ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
SMOG | VanEck Low Carbon Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
GDXJ | VanEck Junior Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
ISRA | VanEck Israel ETF | Owns companies we recommend for divestment | 23 | 1 | 30 | 1 | X | Miscellaneous Region |
INIYX | VanEck International Investors Gold Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
INIIX | VanEck International Investors Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
IIGCX | VanEck International Investors Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
INIVX | VanEck International Investors Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
IDX | VanEck Indonesia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
GLIN | VanEck India Growth Ldrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
GMET | VanEck Green Metals ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
GDX | VanEck Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
GHAYX | VanEck Global Resources Fund Y | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Natural Resources |
GHAIX | VanEck Global Resources Fund I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Natural Resources |
GHACX | VanEck Global Resources Fund C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Natural Resources |
GHAAX | VanEck Global Resources Fund A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Natural Resources |
BJK | VanEck Gaming ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
YUMY | VanEck Future of Food ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Consumer Defensive |
EVX | VanEck Environmental Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Industrials |
ENVYX | VanEck Environmental Sustainability Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Small/Mid Stock |
ENVIX | VanEck Environmental Sustainability I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Small/Mid Stock |
ENVAX | VanEck Environmental Sustainability A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Small/Mid Stock |
EINC | VanEck Energy Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
EMRZX | VanEck Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMRYX | VanEck Emerging Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ELMZX | VanEck Emerging Markets Leaders Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ELMYX | VanEck Emerging Markets Leaders Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ELMIX | VanEck Emerging Markets Leaders I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ELMAX | VanEck Emerging Markets Leaders A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMRIX | VanEck Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMRCX | VanEck Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GBFAX | VanEck Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EGPT | VanEck Egypt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
DURA | VanEck Durable High Dividend ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Large Value |
DGIN | VanEck Digital India ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
CNXT | VanEck ChiNext ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
GLCN | VanEck China Growth Ldrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
BRF | VanEck Brazil Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
BBH | VanEck Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
BIZD | VanEck BDC Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
MOO | VanEck Agribusiness ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Natural Resources |
AFK | VanEck Africa ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
VSRDX | VALIC Company I U.S. Socially Rspnb | Owns companies we recommend for divestment | 3 | 9 | 9 | 11 | V | Large Blend |
VVMCX | VALIC Company I Mid Cap Value | Owns companies we recommend for divestment | 5 | 3 | 6 | 8 | X | Mid-Cap Value |
VCSOX | VALIC Company I Intl Sclly Rspnb | Owns companies we recommend for divestment | 8 | 4 | 15 | 5 | V | Foreign Large Blend |
VMAT | V-Shrs MSCI Wld ESG Mtrlty&CarbTrnstnETF | Owns companies we recommend for divestment | 4 | 9 | 14 | 12 | V | Global Large-Stock Blend |
VDNI | V-Shares US Leadership Diversity ETF | Owns companies we recommend for divestment | 14 | 16 | 18 | 27 | V | Large Blend |
XLU | Utilities Select Sector SPDR® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
UDI | USCF ESG Dividend Income ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | V | Large Value |
UIVAX | USAA Value Institutional | 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 |
UVALX | USAA Value | Owns companies we recommend for divestment | 6 | 10 | 12 | 15 | X | Large Value |
UTMAX | USAA Target Managed Allocation | Owns companies we recommend for divestment | 5 | 12 | 16 | 18 | X | Tactical Allocation |
UIWGX | USAA Sustainable World Institutional | Owns companies we recommend for divestment | 9 | 13 | 17 | 16 | V | Global Large-Stock Blend |
USWGX | USAA Sustainable World A | Owns companies we recommend for divestment | 9 | 13 | 17 | 16 | V | Global Large-Stock Blend |
USAWX | USAA Sustainable World | Owns companies we recommend for divestment | 9 | 13 | 17 | 16 | V | Global Large-Stock Blend |
UISCX | USAA Small Cap Stock Institutional | Owns companies we recommend for divestment | 5 | 6 | 4 | 8 | X | Small Blend |
USCAX | USAA Small Cap Stock | Owns companies we recommend for divestment | 5 | 6 | 4 | 8 | X | Small Blend |
USTCX | USAA Science & Technology Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
USSCX | USAA Science & Technology | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
UIPMX | USAA Precious Metals and Minerals Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
UPMMX | USAA Precious Metals and Minerals ClassA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
USAGX | USAA Precious Metals and Minerals | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
USNQX | USAA NASDAQ-100 Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
URNQX | USAA Nasdaq 100 Index R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
UINQX | USAA Nasdaq 100 Index Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
UANQX | USAA Nasdaq 100 Index Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
UCNQX | USAA Nasdaq 100 Index C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
URITX | USAA International R6 | Owns companies we recommend for divestment | 5 | 6 | 10 | 5 | X | Foreign Large Blend |
UIIFX | USAA International Institutional | Owns companies we recommend for divestment | 5 | 6 | 10 | 5 | X | Foreign Large Blend |
UAIFX | USAA International Class A | Owns companies we recommend for divestment | 5 | 6 | 10 | 5 | X | Foreign Large Blend |
USIFX | USAA International | Owns companies we recommend for divestment | 5 | 6 | 10 | 5 | X | Foreign Large Blend |
UIISX | USAA Income Stock Institutional | Owns companies we recommend for divestment | 6 | 9 | 11 | 13 | X | Large Value |
USISX | USAA Income Stock | Owns companies we recommend for divestment | 6 | 9 | 11 | 13 | X | Large Value |
UIGRX | USAA Growth Institutional | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
UIGIX | USAA Growth & Income Institutional | 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 |
USGRX | USAA Growth & Income | Owns companies we recommend for divestment | 6 | 11 | 15 | 16 | X | Large Blend |
USAAX | USAA Growth | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
UGOFX | USAA Global Managed Volatility Instl | Owns companies we recommend for divestment | 6 | 9 | 16 | 16 | X | Global Large-Stock Blend |
UGMVX | USAA Global Managed Volatility | Owns companies we recommend for divestment | 6 | 9 | 16 | 16 | X | Global Large-Stock Blend |
UGEIX | USAA Global Equity Income | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Global Large-Stock Value |
USMIX | USAA Extended Market Index | Owns companies we recommend for divestment | 18 | 15 | 13 | 24 | X | Mid-Cap Blend |
UIEMX | USAA Emerging Markets Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
UAEMX | USAA Emerging Markets Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
USEMX | USAA Emerging Markets | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
UICGX | USAA Capital Growth Institutional | Owns companies we recommend for divestment | 9 | 14 | 22 | 17 | X | Global Large-Stock Blend |
USCGX | USAA Capital Growth | Owns companies we recommend for divestment | 9 | 14 | 22 | 17 | X | Global Large-Stock Blend |
UIAGX | USAA Aggressive Growth Institutional | Owns companies we recommend for divestment | 1 | 4 | 7 | 6 | X | Large Growth |
USAUX | USAA Aggressive Growth | Owns companies we recommend for divestment | 1 | 4 | 7 | 6 | X | Large Growth |
USPRX | USAA 500 Index Reward | Owns companies we recommend for divestment | 16 | 21 | 29 | 33 | X | Large Blend |
USSPX | USAA 500 Index Member | Owns companies we recommend for divestment | 16 | 21 | 29 | 33 | X | Large Blend |
VEGN | US Vegan Climate ETF | Owns companies we recommend for divestment | 2 | 7 | 9 | 14 | V | Large Growth |
UBVFX | Undiscovered Managers Behavioral Val R6 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
UBVVX | Undiscovered Managers Behavioral Val R5 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
UBVUX | Undiscovered Managers Behavioral Val R4 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
UBVTX | Undiscovered Managers Behavioral Val R3 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
UBVRX | Undiscovered Managers Behavioral Val R2 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
UBVLX | Undiscovered Managers Behavioral Val L | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
UBVSX | Undiscovered Managers Behavioral Val I | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
UBVCX | Undiscovered Managers Behavioral Val C | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
UBVAX | Undiscovered Managers Behavioral Val A | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
BISCX | UBS US Small Cap Growth P | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
BNSCX | UBS US Small Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
ESPTX | UBS International Sustainable Equity P2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Foreign Large Blend |
BNUEX | UBS International Sustainable Equity P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Foreign Large Blend |
BNIEX | UBS International Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Foreign Large Blend |
EIPTX | UBS Engage For Impact P2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Global Large-Stock Blend |
UEIPX | UBS Engage For Impact P | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Global Large-Stock Blend |
ECOZ | TrueShares ESG Active Opportunities ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Large Growth |
TSMDX | Trillium ESG Small/Mid Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Mid-Cap Blend |
PORTX | Trillium ESG Global Equity Fund Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | V | Global Large-Stock Blend |
PORIX | Trillium ESG Global Equity Fund Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | V | Global Large-Stock Blend |
TADFX | Transamerica Sustainable Equity Inc R6 | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
TRDIX | Transamerica Sustainable Equity Inc I2 | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
TDFIX | Transamerica Sustainable Equity Inc I | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
TDFCX | Transamerica Sustainable Equity Inc C | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
TDFAX | Transamerica Sustainable Equity Inc A | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
TIQIX | Touchstone Non-US ESG Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
TROCX | Touchstone Non-US ESG Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
TEQCX | Touchstone Non-US ESG Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
TEQAX | Touchstone Non-US ESG Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
TPYIX | Touchstone International ESG EquityInstl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
TPYYX | Touchstone International ESG Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
TPYCX | Touchstone International ESG Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
TPYAX | Touchstone International ESG Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
TLWCX | TIAA-CREF Social Choice LwCrbn Eq Retl | Owns companies we recommend for divestment | 7 | 12 | 12 | 17 | V | Large Blend |
TEWCX | TIAA-CREF Social Choice LwCrbn Eq Retire | Owns companies we recommend for divestment | 7 | 12 | 12 | 17 | V | Large Blend |
TPWCX | TIAA-CREF Social Choice LwCrbn Eq Prmr | Owns companies we recommend for divestment | 7 | 12 | 12 | 17 | V | Large Blend |
TNWCX | TIAA-CREF Social Choice LwCrbn Eq Instl | Owns companies we recommend for divestment | 7 | 12 | 12 | 17 | V | Large Blend |
TCCHX | TIAA-CREF Social Choice LwCrbn Eq Adv | Owns companies we recommend for divestment | 7 | 12 | 12 | 17 | V | Large Blend |
TSOEX | TIAA-CREF Social Choice Intl Eq Retire | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
TSORX | TIAA-CREF Social Choice Intl Eq Retail | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
TSOPX | TIAA-CREF Social Choice Intl Eq Prmr | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
TSONX | TIAA-CREF Social Choice Intl Eq Instl | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
TSOHX | TIAA-CREF Social Choice Intl Eq Advisor | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
TRSCX | TIAA-CREF Social Choice Eq Retire | Owns companies we recommend for divestment | 8 | 10 | 15 | 16 | V | Large Blend |
TICRX | TIAA-CREF Social Choice Eq Retail | Owns companies we recommend for divestment | 8 | 10 | 15 | 16 | V | Large Blend |
TRPSX | TIAA-CREF Social Choice Eq Premier | Owns companies we recommend for divestment | 8 | 10 | 15 | 16 | V | Large Blend |
TISCX | TIAA-CREF Social Choice Eq Instl | Owns companies we recommend for divestment | 8 | 10 | 15 | 16 | V | Large Blend |
TICHX | TIAA-CREF Social Choice Eq Advisor | Owns companies we recommend for divestment | 8 | 10 | 15 | 16 | V | Large Blend |
TRBIX | TIAA-CREF Small-Cap Blend Idx Retire | 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 |
TRHBX | TIAA-CREF Small-Cap Blend Idx Advisor | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
TISWX | TIAA-CREF S&P 500 Index W | 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 |
TISPX | TIAA-CREF S&P 500 Index Instl | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
TISAX | TIAA-CREF S&P 500 Index Advisor | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
TRRSX | TIAA-CREF Real Estate Sec Retire | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TCREX | TIAA-CREF Real Estate Sec Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TRRPX | TIAA-CREF Real Estate Sec Premier | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TIREX | TIAA-CREF Real Estate Sec Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TIRHX | TIAA-CREF Real Estate Sec Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TSCWX | TIAA-CREF Quant Small-Cap Equity W | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
TCSEX | TIAA-CREF Quant Small-Cap Equity Retail | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
TRSEX | TIAA-CREF Quant Small-Cap Equity Ret | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
TSRPX | TIAA-CREF Quant Small-Cap Equity Premier | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
TISEX | TIAA-CREF Quant Small-Cap Equity Instl | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
TSCHX | TIAA-CREF Quant Small-Cap Equity Advisor | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
TSMUX | TIAA-CREF Quant Sm/Md-Cp Eq W | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Small Blend |
TSMOX | TIAA-CREF Quant Sm/Md-Cp Eq Retirement | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Small Blend |
TSMEX | TIAA-CREF Quant Sm/Md-Cp Eq Retail | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Small Blend |
TSMMX | TIAA-CREF Quant Sm/Md-Cp Eq Premier | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Small Blend |
TSMWX | TIAA-CREF Quant Sm/Md-Cp Eq Instl | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Small Blend |
TSMNX | TIAA-CREF Quant Sm/Md-Cp Eq Advisor | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Small Blend |
TAIWX | TIAA-CREF Quant Intl Sm-Cp Eq W | Owns companies we recommend for divestment | 5 | 0 | 8 | 0 | X | Foreign Small/Mid Blend |
TTISX | TIAA-CREF Quant Intl Sm-Cp Eq Retirement | Owns companies we recommend for divestment | 5 | 0 | 8 | 0 | X | Foreign Small/Mid Blend |
TLISX | TIAA-CREF Quant Intl Sm-Cp Eq Retail | Owns companies we recommend for divestment | 5 | 0 | 8 | 0 | X | Foreign Small/Mid Blend |
TPISX | TIAA-CREF Quant Intl Sm-Cp Eq Premier | Owns companies we recommend for divestment | 5 | 0 | 8 | 0 | X | Foreign Small/Mid Blend |
TIISX | TIAA-CREF Quant Intl Sm-Cp Eq Instl | Owns companies we recommend for divestment | 5 | 0 | 8 | 0 | X | Foreign Small/Mid Blend |
TAISX | TIAA-CREF Quant Intl Sm-Cp Eq Advisor | Owns companies we recommend for divestment | 5 | 0 | 8 | 0 | X | Foreign Small/Mid Blend |
TRVRX | TIAA-CREF Mid-Cap Value Retire | Owns companies we recommend for divestment | 1 | 1 | 5 | 0 | X | Mid-Cap Value |
TCMVX | TIAA-CREF Mid-Cap Value Retail | Owns companies we recommend for divestment | 1 | 1 | 5 | 0 | X | Mid-Cap Value |
TRVPX | TIAA-CREF Mid-Cap Value Premier | Owns companies we recommend for divestment | 1 | 1 | 5 | 0 | X | Mid-Cap Value |
TIMVX | TIAA-CREF Mid-Cap Value Instl | Owns companies we recommend for divestment | 1 | 1 | 5 | 0 | X | Mid-Cap Value |
TRVHX | TIAA-CREF Mid-Cap Value Advisor | Owns companies we recommend for divestment | 1 | 1 | 5 | 0 | X | Mid-Cap Value |
TRGMX | TIAA-CREF Mid-Cap Growth Retire | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
TCMGX | TIAA-CREF Mid-Cap Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
TRGPX | TIAA-CREF Mid-Cap Growth Premier | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
TRPWX | TIAA-CREF Mid-Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
TCMHX | TIAA-CREF Mid-Cap Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
TFIRX | TIAA-CREF Lifecycle Index 2065 Ret | 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+ |
TFITX | TIAA-CREF Lifecycle Index 2065 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2065+ |
TFIHX | TIAA-CREF Lifecycle Index 2065 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2065+ |
TVITX | TIAA-CREF Lifecycle Index 2060 Retire | 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 |
TVIIX | TIAA-CREF Lifecycle Index 2060 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2060 |
TVIHX | TIAA-CREF Lifecycle Index 2060 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2060 |
TTIRX | TIAA-CREF Lifecycle Index 2055 Retire | 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 |
TTIIX | TIAA-CREF Lifecycle Index 2055 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2055 |
TTIHX | TIAA-CREF Lifecycle Index 2055 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2055 |
TLLRX | TIAA-CREF Lifecycle Index 2050 Retire | 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 |
TLLIX | TIAA-CREF Lifecycle Index 2050 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2050 |
TLLHX | TIAA-CREF Lifecycle Index 2050 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2050 |
TLMRX | TIAA-CREF Lifecycle Index 2045 Retire | 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 |
TLXIX | TIAA-CREF Lifecycle Index 2045 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2045 |
TLMHX | TIAA-CREF Lifecycle Index 2045 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2045 |
TLZRX | TIAA-CREF Lifecycle Index 2040 Retire | 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 |
TLZIX | TIAA-CREF Lifecycle Index 2040 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2040 |
TLZHX | TIAA-CREF Lifecycle Index 2040 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2040 |
TLYRX | TIAA-CREF Lifecycle Index 2035 Retire | 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 |
TLYIX | TIAA-CREF Lifecycle Index 2035 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2035 |
TLYHX | TIAA-CREF Lifecycle Index 2035 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2035 |
TLHRX | TIAA-CREF Lifecycle Index 2030 Retire | 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 |
TLHIX | TIAA-CREF Lifecycle Index 2030 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2030 |
TLHHX | TIAA-CREF Lifecycle Index 2030 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2030 |
TLQRX | TIAA-CREF Lifecycle Index 2025 Retire | 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 |
TLQIX | TIAA-CREF Lifecycle Index 2025 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2025 |
TLQHX | TIAA-CREF Lifecycle Index 2025 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2025 |
TSFRX | TIAA-CREF Lifecycle 2065 Retirement | 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+ |
TSFTX | TIAA-CREF Lifecycle 2065 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2065+ |
TSFHX | TIAA-CREF Lifecycle 2065 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2065+ |
TLXRX | TIAA-CREF Lifecycle 2060 Retirement | 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 |
TLXNX | TIAA-CREF Lifecycle 2060 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2060 |
TLXHX | TIAA-CREF Lifecycle 2060 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2060 |
TTRLX | TIAA-CREF Lifecycle 2055 Retirement | 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 |
TTRIX | TIAA-CREF Lifecycle 2055 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2055 |
TTRHX | TIAA-CREF Lifecycle 2055 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2055 |
TLFRX | TIAA-CREF Lifecycle 2050 Retirement | 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 |
TFTIX | TIAA-CREF Lifecycle 2050 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2050 |
TFTHX | TIAA-CREF Lifecycle 2050 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2050 |
TTFRX | TIAA-CREF Lifecycle 2045 Retirement | 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 |
TTFIX | TIAA-CREF Lifecycle 2045 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2045 |
TTFHX | TIAA-CREF Lifecycle 2045 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2045 |
TCLOX | TIAA-CREF Lifecycle 2040 Retirement | 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 |
TCOIX | TIAA-CREF Lifecycle 2040 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2040 |
TCZHX | TIAA-CREF Lifecycle 2040 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2040 |
TCLRX | TIAA-CREF Lifecycle 2035 Retirement | 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 |
TCIIX | TIAA-CREF Lifecycle 2035 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2035 |
TCYHX | TIAA-CREF Lifecycle 2035 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2035 |
TCLNX | TIAA-CREF Lifecycle 2030 Retirement | 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 |
TCRIX | TIAA-CREF Lifecycle 2030 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2030 |
TCHHX | TIAA-CREF Lifecycle 2030 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2030 |
TRLWX | TIAA-CREF Large-Cap Value W | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
TRLCX | TIAA-CREF Large-Cap Value Retire | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
TCLCX | TIAA-CREF Large-Cap Value Retail | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
TRCPX | TIAA-CREF Large-Cap Value Premier | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
TRLIX | TIAA-CREF Large-Cap Value Instl | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
THCWX | TIAA-CREF Large-Cap Value Idx W | 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 |
TILVX | TIAA-CREF Large-Cap Value Idx Inst | 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 |
TRLHX | TIAA-CREF Large-Cap Value Advisor | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
TILWX | TIAA-CREF Large-Cap Growth W | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
TIRTX | TIAA-CREF Large-Cap Growth Retail | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
TILRX | TIAA-CREF Large-Cap Growth R | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
TILPX | TIAA-CREF Large-Cap Growth Premier | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
TILGX | TIAA-CREF Large-Cap Growth Inst | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
TILHX | TIAA-CREF Large-Cap Growth Advisor | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
TRIWX | TIAA-CREF Large-Cap Gr Idx W | 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 |
TILIX | TIAA-CREF Large-Cap Gr Idx Instl | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
TRIHX | TIAA-CREF Large-Cap Gr Idx Advisor | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
TIOVX | TIAA-CREF International Opps W | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
TIOSX | TIAA-CREF International Opps Retl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
TIOTX | TIAA-CREF International Opps Retire | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
TIOPX | TIAA-CREF International Opps Prem | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
TIOIX | TIAA-CREF International Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
TIOHX | TIAA-CREF International Opps Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
TIEWX | TIAA-CREF International Eq W | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
TRERX | TIAA-CREF International Eq Retire | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
TIERX | TIAA-CREF International Eq Retail | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
TREPX | TIAA-CREF International Eq Premier | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
TIIEX | TIAA-CREF International Eq Instl | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | 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 |
TRIEX | TIAA-CREF International Eq Idx Retire | 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 |
TCIEX | TIAA-CREF International Eq Idx Instl | 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 |
TIEHX | TIAA-CREF International Eq Advisor | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
TGIWX | TIAA-CREF Growth & Income W | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Blend |
TRGIX | TIAA-CREF Growth & Income Retire | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Blend |
TIIRX | TIAA-CREF Growth & Income Retail | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Blend |
TRPGX | TIAA-CREF Growth & Income Premier | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Blend |
TIGRX | TIAA-CREF Growth & Income Instl | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Blend |
TGIHX | TIAA-CREF Growth & Income Advisor | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Blend |
TEQWX | TIAA-CREF Equity Index W | 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 |
TIQRX | TIAA-CREF Equity Index R | 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 |
TIEIX | TIAA-CREF Equity Index Instl | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
TEIHX | TIAA-CREF Equity Index Advisor | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
TEMVX | TIAA-CREF Emerging Markets Eq W | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEMSX | TIAA-CREF Emerging Markets Eq Retiremt | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEMRX | TIAA-CREF Emerging Markets Eq Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEMPX | TIAA-CREF Emerging Markets Eq Prem | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEMLX | TIAA-CREF Emerging Markets Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TENWX | TIAA-CREF Emerging Markets Eq Idx W | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
TEQSX | TIAA-CREF Emerging Markets Eq Idx Retire | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
TEQKX | TIAA-CREF Emerging Markets Eq Idx Retail | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
TEQPX | TIAA-CREF Emerging Markets Eq Idx Prem | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
TEQLX | TIAA-CREF Emerging Markets Eq Idx Instl | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
TEQHX | TIAA-CREF Emerging Markets Eq Idx Adv | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
TEMHX | TIAA-CREF Emerging Markets Eq Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TSME | Thrivent Small-Mid Cap ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
TBWIX | Thornburg Better World International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | V | Foreign Large Blend |
TBWCX | Thornburg Better World International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | V | Foreign Large Blend |
TBWAX | Thornburg Better World International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | V | Foreign Large Blend |
PRNT | The 3D Printing ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Technology |
FTWRX | Templeton World R6 | Owns companies we recommend for divestment | 1 | 2 | 7 | 3 | X | Global Large-Stock Blend |
TEWTX | Templeton World C | Owns companies we recommend for divestment | 1 | 2 | 7 | 3 | X | Global Large-Stock Blend |
TWDAX | Templeton World Adv | Owns companies we recommend for divestment | 1 | 2 | 7 | 3 | X | Global Large-Stock Blend |
TEMWX | Templeton World A | Owns companies we recommend for divestment | 1 | 2 | 7 | 3 | X | Global Large-Stock Blend |
TICEX | Templeton International Climate Chg R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Value |
TICDX | Templeton International Climate Chg C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Value |
TICGX | Templeton International Climate Chg Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Value |
TICBX | Templeton International Climate Chg A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Value |
TFESX | Templeton Instl Intl Eq Ser Service | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
TFEQX | Templeton Instl Intl Eq Ser Primary | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
TFSCX | Templeton Ins Foreign Smaller Co Ser Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Small/Mid Blend |
FTGFX | Templeton Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
TEGRX | Templeton Growth R | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
FTGQX | Templeton Growth C | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
TGADX | Templeton Growth Adv | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
TEPLX | Templeton Growth A | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
FBOGX | Templeton Global Smaller Comp R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
TESGX | Templeton Global Smaller Comp C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
TGSAX | Templeton Global Smaller Comp Adv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
TEMGX | Templeton Global Smaller Comp A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
FTFGX | Templeton Foreign R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
TEFRX | Templeton Foreign R | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
TEFTX | Templeton Foreign C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
TFFAX | Templeton Foreign Adv | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
TEMFX | Templeton Foreign A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
FTEQX | Templeton Emerging Markets Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FTESX | Templeton Emerging Markets Small Cap R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TCEMX | Templeton Emerging Markets Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEMZX | Templeton Emerging Markets Small Cap Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEMMX | Templeton Emerging Markets Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FDEVX | Templeton Developing Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TDMRX | Templeton Developing Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TDMTX | Templeton Developing Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TDADX | Templeton Developing Markets Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEDMX | Templeton Developing Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FCWRX | Templeton China World R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
TCWCX | Templeton China World C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
TACWX | Templeton China World Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
TCWAX | Templeton China World A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
XLK | Technology Select Sector SPDR® ETF | Owns companies we recommend for divestment | 3 | 2 | 8 | 6 | X | Technology |
TGUNX | TCW New America Premier Equities N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | V | Large Growth |
TGUSX | TCW New America Premier Equities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | V | Large Growth |
TRZAX | T. Rowe Price Value Z | Owns companies we recommend for divestment | 5 | 9 | 8 | 11 | X | Large Value |
TRPIX | T. Rowe Price Value I | Owns companies we recommend for divestment | 5 | 9 | 8 | 11 | X | Large Value |
PAVLX | T. Rowe Price Value Adv | Owns companies we recommend for divestment | 5 | 9 | 8 | 11 | X | Large Value |
TRVLX | T. Rowe Price Value | Owns companies we recommend for divestment | 5 | 9 | 8 | 11 | X | Large Value |
TRZLX | T. Rowe Price US Large-Cap Core Z | Owns companies we recommend for divestment | 2 | 9 | 4 | 10 | X | Large Blend |
RCLIX | T. Rowe Price US Large-Cap Core I | Owns companies we recommend for divestment | 2 | 9 | 4 | 10 | X | Large Blend |
PAULX | T. Rowe Price US Large-Cap Core Adv | Owns companies we recommend for divestment | 2 | 9 | 4 | 10 | X | Large Blend |
TRULX | T. Rowe Price US Large-Cap Core | Owns companies we recommend for divestment | 2 | 9 | 4 | 10 | X | Large Blend |
TSPA | T. Rowe Price US Equity Research ETF | 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 |
RRCOX | T. Rowe Price U.S. Equity Research R | 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 |
PACOX | T. Rowe Price U.S. Equity Research Adv | Owns companies we recommend for divestment | 8 | 13 | 14 | 18 | X | Large Blend |
PRCOX | T. Rowe Price U.S. Equity Research | Owns companies we recommend for divestment | 8 | 13 | 14 | 18 | X | Large Blend |
POMIX | T. Rowe Price Total Equity Market Idx | Owns companies we recommend for divestment | 26 | 28 | 35 | 45 | X | Large Blend |
TEEFX | T. Rowe Price Tax-Efficient Equity I | Owns companies we recommend for divestment | 6 | 6 | 9 | 15 | X | Large Growth |
PREFX | T. Rowe Price Tax-Efficient Equity | Owns companies we recommend for divestment | 6 | 6 | 9 | 15 | X | Large Growth |
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 |
TRSGX | T. Rowe Price Spectrum Mod Gr Allc | Owns companies we recommend for divestment | 8 | 14 | 18 | 19 | X | Allocation--70% to 85% Equity |
TRZVX | T. Rowe Price Small-Cap Value Z | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
PRVIX | T. Rowe Price Small-Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
PASVX | T. Rowe Price Small-Cap Value Adv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
PRSVX | T. Rowe Price Small-Cap Value | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
TRZZX | T. Rowe Price Small-Cap Stock Z | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
OTIIX | T. Rowe Price Small-Cap Stock I | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
PASSX | T. Rowe Price Small-Cap Stock Adv | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
OTCFX | T. Rowe Price Small-Cap Stock | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
TRZIX | T. Rowe Price Small-Cap Index Z | 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 |
TRSYX | T. Rowe Price Small-Cap Index | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
TSNIX | T. Rowe Price Science & Tech I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Technology |
PASTX | T. Rowe Price Science & Tech Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Technology |
PRSCX | T. Rowe Price Science & Tech | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Technology |
TRFKX | T. Rowe Price Retirement I 2065 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2065+ |
TRPLX | T. Rowe Price Retirement I 2060 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2060 |
TRPNX | T. Rowe Price Retirement I 2055 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2055 |
TRPMX | T. Rowe Price Retirement I 2050 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2050 |
TRPKX | T. Rowe Price Retirement I 2045 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2045 |
TRPDX | T. Rowe Price Retirement I 2040 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2040 |
TRPJX | T. Rowe Price Retirement I 2035 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2035 |
TRPCX | T. Rowe Price Retirement I 2030 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2030 |
TRPHX | T. Rowe Price Retirement I 2025 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2025 |
RRSUX | T. Rowe Price Retirement 2065 R | 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+ |
TRSJX | T. Rowe Price Retirement 2065 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2065+ |
TRRZX | T. Rowe Price Retirement 2060 R | 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 |
TRRLX | T. Rowe Price Retirement 2060 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2060 |
RRTVX | T. Rowe Price Retirement 2055 R | 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 |
TRRNX | T. Rowe Price Retirement 2055 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2055 |
RRTFX | T. Rowe Price Retirement 2050 R | 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 |
TRRMX | T. Rowe Price Retirement 2050 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2050 |
RRTRX | T. Rowe Price Retirement 2045 R | 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 |
TRRKX | T. Rowe Price Retirement 2045 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2045 |
RRTDX | T. Rowe Price Retirement 2040 R | 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 |
TRRDX | T. Rowe Price Retirement 2040 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2040 |
RRTPX | T. Rowe Price Retirement 2035 R | 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 |
TRRJX | T. Rowe Price Retirement 2035 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2035 |
RRTCX | T. Rowe Price Retirement 2030 R | 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 |
TRRCX | T. Rowe Price Retirement 2030 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2030 |
RRTNX | T. Rowe Price Retirement 2025 R | 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 |
TRRHX | T. Rowe Price Retirement 2025 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2025 |
TIRRX | T. Rowe Price Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PAREX | T. Rowe Price Real Estate Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TRREX | T. Rowe Price Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TRZRX | T. Rowe Price Real Assets Z | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Global Large-Stock Value |
PRIKX | T. Rowe Price Real Assets I | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Global Large-Stock Value |
PRAFX | T. Rowe Price Real Assets | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Global Large-Stock Value |
TQVIX | T. Rowe Price QM US Value Equity I | 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 |
TQMVX | T. Rowe Price QM US Value Equity | Owns companies we recommend for divestment | 9 | 9 | 12 | 15 | X | Large Value |
TQAIX | T. Rowe Price QM US Small-Cap Gr Eq I | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Small Growth |
TQAAX | T. Rowe Price QM US Small-Cap Gr Eq Adv | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Small Growth |
PRDSX | T. Rowe Price QM US Small-Cap Gr Eq | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Small Growth |
TQSIX | T. Rowe Price QM US Sm&Md-Cp Cor Eq I | Owns companies we recommend for divestment | 4 | 1 | 4 | 6 | X | Mid-Cap Blend |
TQSAX | T. Rowe Price QM US Sm&Md-Cp Cor Eq Adv | Owns companies we recommend for divestment | 4 | 1 | 4 | 6 | X | Mid-Cap Blend |
TQSMX | T. Rowe Price QM US Sm&Md-Cp Cor Eq | Owns companies we recommend for divestment | 4 | 1 | 4 | 6 | X | Mid-Cap Blend |
TQGIX | T. Rowe Price QM Global Equity I | 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 |
TQGEX | T. Rowe Price QM Global Equity | Owns companies we recommend for divestment | 7 | 10 | 13 | 16 | X | Global Large-Stock Blend |
TRZSX | T. Rowe Price Overseas Stock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
TROIX | T. Rowe Price Overseas Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
PAEIX | T. Rowe Price Overseas Stock Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
TROSX | T. Rowe Price Overseas Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
TRUZX | T. Rowe Price New Horizons Z | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
PRJIX | T. Rowe Price New Horizons I | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
PRNHX | T. Rowe Price New Horizons | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
TRNEX | T. Rowe Price New Era I | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Natural Resources |
PRNEX | T. Rowe Price New Era | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Natural Resources |
TRZNX | T. Rowe Price New Asia Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
PNSIX | T. Rowe Price New Asia I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
PRASX | T. Rowe Price New Asia | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
TRTZX | T. Rowe Price Mid-Cap Value Z | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
RRMVX | T. Rowe Price Mid-Cap Value R | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
TRMIX | T. Rowe Price Mid-Cap Value I | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
TAMVX | T. Rowe Price Mid-Cap Value Adv | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
TRMCX | T. Rowe Price Mid-Cap Value | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
TRSZX | T. Rowe Price Mid-Cap Index Z | 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 |
TRMNX | T. Rowe Price Mid-Cap Index | Owns companies we recommend for divestment | 10 | 7 | 6 | 13 | X | Mid-Cap Growth |
TRQZX | T. Rowe Price Mid-Cap Growth Z | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
RRMGX | T. Rowe Price Mid-Cap Growth R | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
RPTIX | T. Rowe Price Mid-Cap Growth I | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
PAMCX | T. Rowe Price Mid-Cap Growth Adv | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
RPMGX | T. Rowe Price Mid-Cap Growth | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
TRLUX | T. Rowe Price Lrg Cp Va Inv | Owns companies we recommend for divestment | 2 | 7 | 7 | 8 | X | Large Value |
TILCX | T. Rowe Price Lrg Cp Va I | Owns companies we recommend for divestment | 2 | 7 | 7 | 8 | X | Large Value |
TRGOX | T. Rowe Price Lrg Cp Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
TRLGX | T. Rowe Price Lrg Cp Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
TRZYX | T. Rowe Price Latin America Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
RLAIX | T. Rowe Price Latin America I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
PRLAX | T. Rowe Price Latin America | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
TRZJX | T. Rowe Price Japan Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
RJAIX | T. Rowe Price Japan I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
PRJPX | T. Rowe Price Japan | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
PRCNX | T. Rowe Price Intl Disciplined Eq Inv | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
RICIX | T. Rowe Price Intl Disciplined Eq I | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
PRNCX | T. Rowe Price Intl Disciplined Eq Adv | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
TROZX | T. Rowe Price International Value Eq Z | Owns companies we recommend for divestment | 5 | 2 | 6 | 4 | X | Foreign Large Value |
RRIGX | T. Rowe Price International Value Eq R | Owns companies we recommend for divestment | 5 | 2 | 6 | 4 | X | Foreign Large Value |
TRTIX | T. Rowe Price International Value Eq I | Owns companies we recommend for divestment | 5 | 2 | 6 | 4 | X | Foreign Large Value |
PAIGX | T. Rowe Price International Value Eq Adv | Owns companies we recommend for divestment | 5 | 2 | 6 | 4 | X | Foreign Large Value |
TRIGX | T. Rowe Price International Value Eq | Owns companies we recommend for divestment | 5 | 2 | 6 | 4 | X | Foreign Large Value |
TRNZX | T. Rowe Price International Stock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Growth |
RRITX | T. Rowe Price International Stock R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Growth |
PRIUX | T. Rowe Price International Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Growth |
PAITX | T. Rowe Price International Stock Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Growth |
PRITX | T. Rowe Price International Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Growth |
PIEQX | T. Rowe Price International Eq Index | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
TRZKX | T. Rowe Price International Discovery Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
TIDDX | T. Rowe Price International Discovery I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
PRIDX | T. Rowe Price International Discovery | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
TRSSX | T. Rowe Price Instl Small-Cap Stock | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
PMEGX | T. Rowe Price Instl Mid-Cap Equity Gr | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
TPLGX | T. Rowe Price Instl Large Cap Core Gr | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
IEMFX | T. Rowe Price Instl Emerging Mkts Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
RPICX | T. Rowe Price Inst Intl Disciplined Eq | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
THISX | T. Rowe Price Health Sciences I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
PRHSX | T. Rowe Price Health Sciences | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
TRJZX | T. Rowe Price Growth Stock Z | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
RRGSX | T. Rowe Price Growth Stock R | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
PRUFX | T. Rowe Price Growth Stock I | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
TGRW | T. Rowe Price Growth Stock ETF | Owns companies we recommend for divestment | 2 | 2 | 7 | 7 | X | Large Growth |
TRSAX | T. Rowe Price Growth Stock Adv | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
PRGFX | T. Rowe Price Growth Stock | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
PGTIX | T. Rowe Price Global Technology I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Technology |
PRGTX | T. Rowe Price Global Technology | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Technology |
TRGLX | T. Rowe Price Global Stock I | Owns companies we recommend for divestment | 2 | 4 | 3 | 6 | X | Global Large-Stock Growth |
PAGSX | T. Rowe Price Global Stock Adv | Owns companies we recommend for divestment | 2 | 4 | 3 | 6 | X | Global Large-Stock Growth |
PRGSX | T. Rowe Price Global Stock | Owns companies we recommend for divestment | 2 | 4 | 3 | 6 | X | Global Large-Stock Growth |
TIRGX | T. Rowe Price Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
PAGEX | T. Rowe Price Global Real Estate Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
TRGRX | T. Rowe Price Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
TRGAX | T. Rowe Price Global Industrials I | Owns companies we recommend for divestment | 5 | 0 | 5 | 3 | X | Industrials |
RPGIX | T. Rowe Price Global Industrials | Owns companies we recommend for divestment | 5 | 0 | 5 | 3 | X | Industrials |
TGPEX | T. Rowe Price Global Impact Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
TGBLX | T. Rowe Price Global Impact Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
RGGIX | T. Rowe Price Global Growth Stock I | Owns companies we recommend for divestment | 3 | 8 | 5 | 13 | X | Global Large-Stock Growth |
PAGLX | T. Rowe Price Global Growth Stock Adv | Owns companies we recommend for divestment | 3 | 8 | 5 | 13 | X | Global Large-Stock Growth |
RPGEX | T. Rowe Price Global Growth Stock | Owns companies we recommend for divestment | 3 | 8 | 5 | 13 | X | Global Large-Stock Growth |
PGLOX | T. Rowe Price Global Consumer | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Consumer Defensive |
TGAFX | T. Rowe Price Global Allocation I | 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 |
RPGAX | T. Rowe Price Global Allocation | Owns companies we recommend for divestment | 11 | 14 | 21 | 24 | X | Global Allocation |
PRIGX | T. Rowe Price Glbl Val Eq Cl I | Owns companies we recommend for divestment | 4 | 7 | 5 | 7 | X | Global Large-Stock Value |
TRGVX | T. Rowe Price Glbl Val Eq | Owns companies we recommend for divestment | 4 | 7 | 5 | 7 | X | Global Large-Stock Value |
TFIFX | T. Rowe Price Financial Services I | Owns companies we recommend for divestment | 1 | 8 | 0 | 7 | X | Financial |
PRISX | T. Rowe Price Financial Services | Owns companies we recommend for divestment | 1 | 8 | 0 | 7 | X | Financial |
PEXMX | T. Rowe Price Extended Equity Market Idx | Owns companies we recommend for divestment | 15 | 12 | 10 | 21 | X | Mid-Cap Blend |
TRZPX | T. Rowe Price European Stock Z | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Europe Stock |
TEUIX | T. Rowe Price European Stock I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Europe Stock |
PRESX | T. Rowe Price European Stock | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Europe Stock |
TRHZX | T. Rowe Price Equity Index 500 Z | 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 |
PREIX | T. Rowe Price Equity Index 500 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
TRZQX | T. Rowe Price Equity Income Z | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
RRFDX | T. Rowe Price Equity Income R | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
REIPX | T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
TEQI | T. Rowe Price Equity Income ETF | Owns companies we recommend for divestment | 4 | 12 | 9 | 11 | X | Large Value |
PAFDX | T. Rowe Price Equity Income Advisor | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
PRFDX | T. Rowe Price Equity Income | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
TRGZX | T. Rowe Price Emerging Markets Stock Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PRZIX | T. Rowe Price Emerging Markets Stock I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PRMSX | T. Rowe Price Emerging Markets Stock | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TRZEX | T. Rowe Price Emerging Europe Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
TTEEX | T. Rowe Price Emerging Europe I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
TREMX | T. Rowe Price Emerging Europe | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
TRFZX | T. Rowe Price Em Mkts Discv Stk Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
REVIX | T. Rowe Price Em Mkts Discv Stk I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
PAIJX | T. Rowe Price Em Mkts Discv Stk Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
PRIJX | T. Rowe Price Em Mkts Discv Stk | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
TRZDX | T. Rowe Price Dividend Growth Z | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
PDGIX | T. Rowe Price Dividend Growth I | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
TDVG | T. Rowe Price Dividend Growth ETF | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
TADGX | T. Rowe Price Dividend Growth Advisor | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
PRDGX | T. Rowe Price Dividend Growth | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
RPTTX | T. Rowe Price Diversified Mid Cap Gr I | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
PRDMX | T. Rowe Price Diversified Mid Cap Gr | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
PRMTX | T. Rowe Price Comm & Tech Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Communications |
TTMIX | T. Rowe Price Comm & Tech I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Communications |
TRCLX | T. Rowe Price China Evolution Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
TCELX | T. Rowe Price China Evolution Equity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
TRAIX | T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Allocation--50% to 70% Equity |
PACLX | T. Rowe Price Capital Appreciation Adv | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Allocation--50% to 70% Equity |
PRWCX | T. Rowe Price Capital Appreciation | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Allocation--50% to 70% Equity |
TRZBX | T. Rowe Price Blue Chip Growth Z | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
RRBGX | T. Rowe Price Blue Chip Growth R | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
TBCIX | T. Rowe Price Blue Chip Growth I | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
TCHP | T. Rowe Price Blue Chip Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
PABGX | T. Rowe Price Blue Chip Growth Advisor | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
TRBCX | T. Rowe Price Blue Chip Growth | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
RBAIX | T. Rowe Price Balanced I | Owns companies we recommend for divestment | 10 | 14 | 21 | 22 | X | Allocation--50% to 70% Equity |
RPBAX | T. Rowe Price Balanced | Owns companies we recommend for divestment | 10 | 14 | 21 | 22 | X | Allocation--50% to 70% Equity |
TRASX | T. Rowe Price Asia Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
PAAOX | T. Rowe Price Asia Opportunities Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
TRAOX | T. Rowe Price Asia Opportunities | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
PNAIX | T. Rowe Price All-Cap Opportunities-I | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Large Growth |
PAWAX | T. Rowe Price All-Cap Opportunities-Adv | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Large Growth |
PRWAX | T. Rowe Price All-Cap Opportunities Fund | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Large Growth |
TRZMX | T. Rowe Price Africa & Middle East Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
PRAMX | T. Rowe Price Africa & Middle East I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
TRAMX | T. Rowe Price Africa & Middle East | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
NZRO | Strategy Shares Halt Climate Change ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 3 | V | Large Growth |
FSCFX | Strategic Advisers® Small-Mid Cap | Owns companies we recommend for divestment | 15 | 13 | 12 | 22 | X | Small Blend |
FALCX | Strategic Advisers® Large Cap | Owns companies we recommend for divestment | 26 | 31 | 36 | 47 | X | Large Blend |
FSAMX | Strategic Advisers® Emerging Markets | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
DEIF | Sterling Capital Diverse Mlt Mgr Atv ETF | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | V | Large Blend |
SSAQX | State Street US Core Equity Fund | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Large Blend |
SSFPX | State Street Target Retirement 2065 R3 | 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+ |
SSFJX | State Street Target Retirement 2065 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2065+ |
SSAYX | State Street Target Retirement 2060 R3 | 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 |
SSDWX | State Street Target Retirement 2060 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2060 |
SSAWX | State Street Target Retirement 2055 R3 | 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 |
SSDOX | State Street Target Retirement 2055 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2055 |
SSAUX | State Street Target Retirement 2050 R3 | 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 |
SSDJX | State Street Target Retirement 2050 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2050 |
SSAOX | State Street Target Retirement 2045 R3 | 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 |
SSDDX | State Street Target Retirement 2045 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2045 |
SSAKX | State Street Target Retirement 2040 R3 | 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 |
SSCNX | State Street Target Retirement 2040 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2040 |
SSAZX | State Street Target Retirement 2035 R3 | 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 |
SSCJX | State Street Target Retirement 2035 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2035 |
SSAJX | State Street Target Retirement 2030 R3 | 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 |
SSBWX | State Street Target Retirement 2030 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2030 |
SSMHX | State Street Small/Mid Cap Equity Index | Owns companies we recommend for divestment | 17 | 14 | 12 | 23 | X | Mid-Cap Growth |
SVSPX | State Street S&P 500 Index N | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SSAIX | State Street International Stock Sel N | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Foreign Large Value |
SSIQX | State Street International Stock Sel K | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Foreign Large Value |
SSIPX | State Street International Stock Sel I | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Foreign Large Value |
SSILX | State Street International Stock Sel A | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Foreign Large Value |
SUSSX | State Street Instl US Equity Svc | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Large Blend |
SUSIX | State Street Instl US Equity Inv | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Large Blend |
SSQSX | State Street Instl Small-Cap Equity Svc | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Blend |
SIVIX | State Street Instl Small-Cap Equity Inv | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Blend |
SSPSX | State Street Instl Premier Growth Eq Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Large Growth |
SSPGX | State Street Instl Premier Growth Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Large Growth |
SSGVX | State Street Glb All Cap Eq ex-US Idx | Owns companies we recommend for divestment | 39 | 11 | 70 | 15 | X | Foreign Large Blend |
STBIX | State Street Equity 500 Index Svc | 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 |
SSSYX | State Street Equity 500 Index K | 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 |
SSSWX | State Street Equity 500 Index I | 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 |
SSSVX | State Street Equity 500 Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SSKEX | State Street Emerging Markets Eq Idx K | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
SPFFX | Sphere 500 Climate Fund | Owns companies we recommend for divestment | 1 | 16 | 16 | 21 | V | Large Blend |
SMLV | SPDR® SSGA US Small Cap Low Volatil ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Small Blend |
LGLV | SPDR® SSGA US Large Cap Low Volatil ETF | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Large Blend |
XTN | SPDR® S&P Transportation ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Industrials |
XTL | SPDR® S&P Telecom ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Communications |
XSW | SPDR® S&P Software & Services ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 5 | X | Technology |
XSD | SPDR® S&P Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
XRT | SPDR® S&P Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Consumer Cyclical |
KRE | SPDR® S&P Regional Banking ETF | Owns companies we recommend for divestment | 4 | 8 | 0 | 8 | X | Financial |
XPH | SPDR® S&P Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
XOP | SPDR® S&P Oil & Gas Explor & Prodtn ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
XES | SPDR® S&P Oil & Gas Equipment&Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
MDY | SPDR® S&P MIDCAP 400 ETF Trust | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
XME | SPDR® S&P Metals and Mining ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
HAIL | SPDR® S&P Kensho Smart Mobility ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Technology |
KOMP | SPDR® S&P Kensho New Economies Comps ETF | Owns companies we recommend for divestment | 12 | 4 | 23 | 19 | X | Mid-Cap Growth |
SIMS | SPDR® S&P Kensho Intelligent Strctr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Infrastructure |
FITE | SPDR® S&P Kensho Future Security ETF | Owns companies we recommend for divestment | 11 | 0 | 10 | 12 | X | Technology |
XWEB | SPDR® S&P Internet ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Technology |
GWX | SPDR® S&P International Small Cap ETF | Owns companies we recommend for divestment | 12 | 2 | 19 | 1 | X | Foreign Small/Mid Blend |
DWX | SPDR® S&P International Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
KIE | SPDR® S&P Insurance ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
XHB | SPDR® S&P Homebuilders ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
XHS | SPDR® S&P Health Care Services ETF | Owns companies we recommend for divestment | 1 | 4 | 0 | 1 | X | Health |
XHE | SPDR® S&P Health Care Equipment ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
GNR | SPDR® S&P Global Natural Resources ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Natural Resources |
GII | SPDR® S&P Global Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
WDIV | SPDR® S&P Global Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Global Large-Stock Value |
EWX | SPDR® S&P Emerging Markets Small Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EDIV | SPDR® S&P Emerging Markets Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
GMF | SPDR® S&P Emerging Asia Pacific ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
SDY | SPDR® S&P Dividend ETF | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Mid-Cap Value |
GXC | SPDR® S&P China ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
KCE | SPDR® S&P Capital Markets ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
XBI | SPDR® S&P Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
KBE | SPDR® S&P Bank ETF | Owns companies we recommend for divestment | 4 | 12 | 0 | 12 | X | Financial |
XAR | SPDR® S&P Aerospace & Defense ETF | Owns companies we recommend for divestment | 8 | 1 | 7 | 8 | X | Industrials |
SLYV | SPDR® S&P 600 Small Cap Value ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Small Value |
SLYG | SPDR® S&P 600 Small Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
SLY | SPDR® S&P 600 Small Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
EFIV | SPDR® S&P 500® ESG ETF | Owns companies we recommend for divestment | 3 | 15 | 13 | 18 | V | Large Blend |
SPYX | SPDR® S&P 500 Fossil Fuel Rsrv Free ETF | Owns companies we recommend for divestment | 14 | 20 | 26 | 31 | X | Large Blend |
SPY | SPDR® S&P 500 ETF Trust | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
MDYV | SPDR® S&P 400 Mid Cap Value ETF | Owns companies we recommend for divestment | 5 | 5 | 4 | 7 | X | Mid-Cap Value |
MDYG | SPDR® S&P 400 Mid Cap Growth ETF | Owns companies we recommend for divestment | 5 | 4 | 2 | 8 | X | Mid-Cap Growth |
VLU | SPDR® S&P 1500 Value Tilt ETF | Owns companies we recommend for divestment | 25 | 30 | 37 | 47 | X | Large Value |
MMTM | SPDR® S&P 1500 Momentum Tilt ETF | Owns companies we recommend for divestment | 25 | 30 | 36 | 47 | X | Large Growth |
ONEY | SPDR® Russell 1000® Yield Focus ETF | Owns companies we recommend for divestment | 5 | 5 | 4 | 7 | X | Mid-Cap Value |
ONEO | SPDR® Russell 1000 Momentum Focus ETF | Owns companies we recommend for divestment | 24 | 26 | 33 | 42 | 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 |
SPSM | SPDR® Portfolio S&P 600 Sm Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
SPYV | SPDR® Portfolio S&P 500 Value ETF | Owns companies we recommend for divestment | 14 | 19 | 23 | 27 | X | Large Value |
SPYD | SPDR® Portfolio S&P 500 High Div ETF | Owns companies we recommend for divestment | 1 | 8 | 3 | 9 | X | Large Value |
SPYG | SPDR® Portfolio S&P 500 Growth ETF | Owns companies we recommend for divestment | 8 | 5 | 13 | 14 | X | Large Growth |
SPLG | SPDR® Portfolio S&P 500 ETF | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SPMD | SPDR® Portfolio S&P 400 Mid Cap ETF | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
SPGM | SPDR® Portfolio MSCI Global Stk Mkt ETF | Owns companies we recommend for divestment | 23 | 24 | 47 | 36 | X | Global Large-Stock Blend |
SPEU | SPDR® Portfolio Europe ETF | Owns companies we recommend for divestment | 8 | 7 | 16 | 8 | X | Europe Stock |
SPEM | SPDR® Portfolio Emerging Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
SPDW | SPDR® Portfolio Developed Wld ex-US ETF | Owns companies we recommend for divestment | 25 | 9 | 43 | 14 | X | Foreign 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 |
XNTK | SPDR® NYSE Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 5 | X | Technology |
QWLD | SPDR® MSCI World StrategicFactors ETF | Owns companies we recommend for divestment | 28 | 30 | 47 | 43 | X | Global Large-Stock Blend |
QUS | SPDR® MSCI USA StrategicFactors ETF | Owns companies we recommend for divestment | 18 | 23 | 30 | 36 | X | Large Blend |
SHE | SPDR® MSCI USA Gender Diversity ETF | Owns companies we recommend for divestment | 10 | 15 | 15 | 22 | V | Large Blend |
QEMM | SPDR® MSCI Emerging Mkts StratcFacts ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
EEMX | SPDR® MSCI Em Mkts Fssl Ful Free RsrvETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
QEFA | SPDR® MSCI EAFE StrategicFactors ETF | Owns companies we recommend for divestment | 11 | 6 | 21 | 12 | X | Foreign Large Blend |
EFAX | SPDR® MSCI EAFE Fssl Ful Free RsrvETF | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
CWI | SPDR® MSCI ACWI ex-US ETF | Owns companies we recommend for divestment | 11 | 7 | 20 | 11 | X | Foreign Large Blend |
NZAC | SPDR® MSCI ACWI Climate Paris AlignedETF | Owns companies we recommend for divestment | 15 | 23 | 28 | 37 | V | Global Large-Stock Blend |
ROKT | SPDR® Kensho Final Frontiers ETF | Owns companies we recommend for divestment | 10 | 0 | 7 | 9 | X | Industrials |
CNRG | SPDR® Kensho Clean Power ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Equity Energy |
DGT | SPDR® Global Dow ETF | Owns companies we recommend for divestment | 7 | 10 | 22 | 15 | X | Global Large-Stock Value |
XITK | SPDR® FactSet Innovative Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Technology |
FEZ | SPDR® EURO STOXX 50 ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Europe Stock |
RWR | SPDR® Dow Jones REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
RWX | SPDR® Dow Jones International RelEst ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DIA | SPDR® Dow Jones Industrial Avrg ETF Tr | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Large Value |
RWO | SPDR® Dow Jones Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
NANR | SPDR S&P® North American Natural Res ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
ESIX | SPDR S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | V | Small Blend |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | Owns companies we recommend for divestment | 5 | 9 | 13 | 20 | V | Large Growth |
REMG | SPDR Bloomberg SASB EM ESG Slct ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
RDMX | SPDR Blmbrg SASB DM Ex US ESG Slct ETF | Owns companies we recommend for divestment | 5 | 4 | 16 | 9 | V | Foreign Large Blend |
ENRG | SoFi Smart Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | V | Miscellaneous Sector |
SOLR | SmartETFs Sustainable Energy II ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Equity Energy |
SESGX | Sit ESG Growth S | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | V | Global Large-Stock Blend |
IESGX | Sit ESG Growth I | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | V | Global Large-Stock Blend |
NEXTX | Shelton Sustainable Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 2 | V | Mid-Cap Growth |
NEXIX | Shelton Sustainable Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 2 | V | Mid-Cap Growth |
SMLKX | Shelton S&P Smallcap Index K | Owns companies we recommend for divestment | 3 | 3 | 2 | 6 | X | Small Blend |
SMCIX | Shelton S&P Smallcap Index Investor | Owns companies we recommend for divestment | 3 | 3 | 2 | 6 | X | Small Blend |
MIDKX | Shelton S&P Midcap Index K | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
SPMIX | Shelton S&P Midcap Index Investor | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
SPXKX | Shelton S&P 500 Index K | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Blend |
SPFIX | Shelton S&P 500 Index Investor | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Blend |
NDXKX | Shelton Nasdaq-100 Index K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
NASDX | Shelton Nasdaq-100 Index Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
NQQQX | Shelton Nasdaq-100 Index Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
SISLX | Shelton International Select Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Blend |
SISEX | Shelton International Select Eq Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Blend |
EMSLX | Shelton Emerging Markets Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMSQX | Shelton Emerging Markets Institutiona | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
WEUSX | SEI World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 10 | 6 | 13 | 7 | X | Foreign Large Blend |
SUSYX | SEI US Managed Volatility Y (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 |
SVOAX | SEI US Managed Volatility F (SIMT) | Owns companies we recommend for divestment | 7 | 5 | 12 | 12 | X | Large Value |
SVYAX | SEI US Managed Volatility A (SIIT) | Owns companies we recommend for divestment | 7 | 5 | 12 | 12 | X | Large Value |
SEHAX | SEI US Equity Factor Allocation A (SIIT) | Owns companies we recommend for divestment | 8 | 13 | 15 | 17 | X | Large Blend |
STMPX | SEI Tax-Managed Small/Mid Cap Y(SIMT) | Owns companies we recommend for divestment | 4 | 0 | 5 | 5 | X | Small Blend |
STMSX | SEI Tax-Managed Small/Mid Cap F (SIMT) | Owns companies we recommend for divestment | 4 | 0 | 5 | 5 | X | Small Blend |
STVYX | SEI Tax-Managed Mgd Volatility Y (SIMT) | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Large Value |
TMMAX | SEI Tax-Managed Mgd Volatility F (SIMT) | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Large Value |
STLYX | SEI Tax-Managed Large Cap Y (SIMT) | Owns companies we recommend for divestment | 9 | 17 | 19 | 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 |
SIMYX | SEI Tax-Managed Intl Mgd Vol Y (SIMT) | Owns companies we recommend for divestment | 7 | 2 | 10 | 7 | X | Foreign Large Value |
SMINX | SEI Tax-Managed Intl Mgd Vol F (SIMT) | Owns companies we recommend for divestment | 7 | 2 | 10 | 7 | X | Foreign Large Value |
SSMAX | SEI Small/Mid Cap Equity A (SIIT) | Owns companies we recommend for divestment | 8 | 9 | 4 | 11 | X | Small Blend |
SMYFX | SEI Small Cap Y (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 6 | X | Small Blend |
SPVYX | SEI Small Cap Value Y (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
SMVIX | SEI Small Cap Value I (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
SESVX | SEI Small Cap Value F (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
SECAX | SEI Small Cap II A (SIIT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 6 | X | Small Blend |
SMAYX | SEI Small Cap Growth Y (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Growth |
SPWIX | SEI Small Cap Growth I (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Growth |
SSCGX | SEI Small Cap Growth F (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Growth |
SLLAX | SEI Small Cap F (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 6 | X | Small Blend |
SLPAX | SEI Small Cap A (SIIT) | Owns companies we recommend for divestment | 7 | 5 | 5 | 9 | X | Small Blend |
SSEAX | SEI Screened World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 5 | 3 | 6 | 4 | X | Foreign Large Blend |
SPIIX | SEI S&P 500 Index I (SIMT) | 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 |
SPINX | SEI S&P 500 Index A (SIIT) | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SREYX | SEI Real Estate Y (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
SEIRX | SEI Real Estate I (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
SETAX | SEI Real Estate F (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
SFDYX | SEI Mid-Cap Y (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 |
SEMCX | SEI Mid-Cap F (SIMT) | Owns companies we recommend for divestment | 7 | 6 | 7 | 8 | X | Mid-Cap Blend |
SLYCX | SEI Large Cap Y (SIMT) | Owns companies we recommend for divestment | 9 | 15 | 22 | 23 | X | Large Blend |
SVAYX | SEI Large Cap Value Y (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 |
TRMVX | SEI Large Cap Value F (SIMT) | Owns companies we recommend for divestment | 8 | 12 | 17 | 17 | X | Large Value |
SLGFX | SEI Large Cap Index F (SIMT) | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
LCIAX | SEI Large Cap Index A (SIIT) | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
SLRYX | SEI Large Cap Growth Y (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 12 | 8 | X | Large Growth |
SPGIX | SEI Large Cap Growth I (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 12 | 8 | X | Large Growth |
SELCX | SEI Large Cap Growth F (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 12 | 8 | X | Large Growth |
SLGAX | SEI Large Cap F (SIMT) | Owns companies we recommend for divestment | 9 | 15 | 22 | 23 | X | Large Blend |
SCPAX | SEI Large Cap Disciplined Eq A (SIIT) | Owns companies we recommend for divestment | 8 | 13 | 22 | 19 | X | Large Blend |
SLCAX | SEI Large Cap A (SIIT) | Owns companies we recommend for divestment | 9 | 19 | 27 | 25 | X | Large Blend |
SEFCX | SEI International Equity Y (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 |
SEITX | SEI International Equity F (SIT) | Owns companies we recommend for divestment | 12 | 7 | 14 | 12 | X | Foreign Large Blend |
SGLYX | SEI Global Managed Volatility Y (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 |
SVTAX | SEI Global Managed Volatility F (SIMT) | Owns companies we recommend for divestment | 12 | 10 | 18 | 12 | X | Global Large-Stock Blend |
SMXAX | SEI Extended Market Index A (SIIT) | Owns companies we recommend for divestment | 17 | 14 | 12 | 23 | X | Mid-Cap Blend |
SEQFX | SEI Emerging Markets Equity Y (SIT) | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
SIEMX | SEI Emerging Markets Equity F (SIT) | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
SMQFX | SEI Emerging Markets Equity A (SIIT) | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
SDYYX | SEI Dynamic Asset Allocation Y (SIMT) | 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 |
SDLAX | SEI Dynamic Asset Allocation A (SIIT) | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
CAVYX | SEI Catholic Values Equity Y (SCVT) | Owns companies we recommend for divestment | 13 | 25 | 26 | 31 | X | Large Blend |
CAVAX | SEI Catholic Values Equity F (SCVT) | Owns companies we recommend for divestment | 13 | 25 | 26 | 31 | X | Large Blend |
WEQRX | Segall Bryant&Hamill Workplace Eq Ret | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | V | Large Blend |
WEQIX | Segall Bryant&Hamill Workplace Eq Instl | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | V | Large Blend |
SWPPX | Schwab® S&P 500 Index | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SICNX | Schwab® International Core Equity | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Foreign Large Blend |
SWMCX | Schwab ® US Mid-Cap Index | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
SWLVX | Schwab ® US Large-Cap Value Index | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
SWLGX | Schwab ® US Large-Cap Growth Idx | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
SCHA | Schwab US Small-Cap ETF™ | Owns companies we recommend for divestment | 10 | 9 | 7 | 15 | X | Small Blend |
SCHH | Schwab US REIT ETF™ | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
SCHM | Schwab US Mid-Cap ETF™ | Owns companies we recommend for divestment | 12 | 7 | 7 | 13 | X | Mid-Cap Blend |
SCHV | Schwab US Large-Cap Value ETF™ | Owns companies we recommend for divestment | 16 | 18 | 21 | 27 | X | Large Value |
SCHG | Schwab US Large-Cap Growth ETF™ | Owns companies we recommend for divestment | 4 | 6 | 11 | 11 | X | Large Growth |
SCHX | Schwab US Large-Cap ETF™ | Owns companies we recommend for divestment | 20 | 24 | 32 | 38 | X | Large Blend |
SCHD | Schwab US Dividend Equity ETF™ | Owns companies we recommend for divestment | 3 | 7 | 5 | 7 | X | Large Value |
SCHB | Schwab US Broad Market ETF™ | Owns companies we recommend for divestment | 30 | 33 | 39 | 53 | X | Large Blend |
SWTSX | Schwab Total Stock Market Index | Owns companies we recommend for divestment | 33 | 34 | 42 | 54 | X | Large Blend |
SWSCX | Schwab Small-Cap Equity | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Small Blend |
SWSSX | Schwab Small Cap Index | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
LGILX | Schwab Select Large Cap Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
SWLSX | Schwab Large-Cap Growth | Owns companies we recommend for divestment | 2 | 4 | 4 | 7 | X | Large Growth |
SCHC | Schwab International Small-Cap Eq ETF™ | Owns companies we recommend for divestment | 11 | 3 | 19 | 0 | X | Foreign Small/Mid Blend |
SWMIX | Schwab International Opportunities | Owns companies we recommend for divestment | 17 | 3 | 29 | 8 | X | Foreign Large Growth |
SWISX | Schwab International Index | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
SCHF | Schwab International Equity ETF™ | Owns companies we recommend for divestment | 24 | 7 | 40 | 13 | X | Foreign Large Blend |
SCHY | Schwab International Dividend Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Value |
SWHFX | Schwab Health Care | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
SWASX | Schwab Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
SFSNX | Schwab Fundamental US Small Company Idx | Owns companies we recommend for divestment | 6 | 7 | 8 | 9 | X | Small Blend |
FNDA | Schwab Fundamental US Small Company ETF | Owns companies we recommend for divestment | 6 | 7 | 8 | 9 | X | Small Blend |
SFLNX | Schwab Fundamental US Large Company Idx | Owns companies we recommend for divestment | 22 | 26 | 28 | 41 | X | Large Value |
FNDX | Schwab Fundamental US Large Company ETF | Owns companies we recommend for divestment | 22 | 25 | 28 | 41 | X | Large Value |
FNDB | Schwab Fundamental US Broad Market ETF | Owns companies we recommend for divestment | 28 | 32 | 36 | 50 | X | Large Value |
FNDC | Schwab Fundamental Intl Sm Co ETF | Owns companies we recommend for divestment | 17 | 3 | 22 | 1 | X | Foreign Small/Mid Value |
FNDF | Schwab Fundamental Intl Lg Co ETF | Owns companies we recommend for divestment | 10 | 6 | 24 | 12 | X | Foreign Large Value |
SFREX | Schwab Fundamental Global Real Estt Idx | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Global Real Estate |
FNDE | Schwab Fundamental Emerg Mkts Lg Co ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
SFILX | Schwab Fdmtl Intl Sm Co Idx | Owns companies we recommend for divestment | 17 | 3 | 21 | 1 | X | Foreign Small/Mid Value |
SFNNX | Schwab Fdmtl Intl Lg Co Idx | Owns companies we recommend for divestment | 10 | 6 | 24 | 12 | X | Foreign Large Value |
SFENX | Schwab Fdmtl Emerg Mkts Lg Co Idx | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
SCHE | Schwab Emerging Markets Equity ETF™ | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
SWDSX | Schwab Dividend Equity | Owns companies we recommend for divestment | 5 | 6 | 8 | 11 | X | Large Value |
SWANX | Schwab Core Equity | Owns companies we recommend for divestment | 1 | 6 | 6 | 8 | X | Large Blend |
SAEF | Schwab Ariel ESG ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Mid-Cap Blend |
SNXFX | Schwab 1000 Index® | Owns companies we recommend for divestment | 25 | 28 | 34 | 45 | X | Large Blend |
SCHK | Schwab 1000 ETF | Owns companies we recommend for divestment | 25 | 28 | 34 | 45 | X | Large Blend |
SEEFX | Saturna Sustainable Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Global Large-Stock Blend |
REUYX | Russell Inv Sustainable Equity Y | Owns companies we recommend for divestment | 6 | 11 | 18 | 16 | V | Large Blend |
REQTX | Russell Inv Sustainable Equity S | Owns companies we recommend for divestment | 6 | 11 | 18 | 16 | V | Large Blend |
REQCX | Russell Inv Sustainable Equity C | Owns companies we recommend for divestment | 6 | 11 | 18 | 16 | V | Large Blend |
REQAX | Russell Inv Sustainable Equity A | Owns companies we recommend for divestment | 6 | 11 | 18 | 16 | V | Large Blend |
SQLV | Royce Quant Small-Cap Quality Value ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
RKCIX | Rockefeller Climate Solutions Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Global Small/Mid Stock |
RKCAX | Rockefeller Climate Solutions A | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Global Small/Mid Stock |
ESGEX | Reynders McVeigh Core Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Large Growth |
REGIX | Regnan Global Equity Impact Sol Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Small/Mid Stock |
XLRE | Real Estate Select Sector SPDR® | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
RSMRX | RBC SMID Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
TMCIX | RBC SMID Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
TMCAX | RBC SMID Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
RRSVX | RBC Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
RSVIX | RBC Small Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
RBVAX | RBC Small Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
RBRCX | RBC Small Cap Core R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
RCSIX | RBC Small Cap Core I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
TEEAX | RBC Small Cap Core A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
RMVIX | RBC Microcap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
TMVAX | RBC Microcap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
RISRX | RBC International Small Cap Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
RISIX | RBC International Small Cap Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
RISSX | RBC International Small Cap Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
RIORX | RBC International Opportunities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
RIOIX | RBC International Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
RIOAX | RBC International Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
RIERX | RBC International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Blend |
RIEIX | RBC International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Blend |
RIEAX | RBC International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Blend |
RGORX | RBC Global Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
RGOIX | RBC Global Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
RGPAX | RBC Global Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
RGRLX | RBC Global Equity Leaders R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Global Large-Stock Growth |
RGLIX | RBC Global Equity Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Global Large-Stock Growth |
RGELX | RBC Global Equity Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Global Large-Stock Growth |
TETIX | RBC Enterprise I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
TETAX | RBC Enterprise A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
RMVRX | RBC Emerging Markets Value Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
REMVX | RBC Emerging Markets Value Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
REVAX | RBC Emerging Markets Value Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
RECRX | RBC Emerging Markets Ex-China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
RECIX | RBC Emerging Markets Ex-China Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
RECAX | RBC Emerging Markets Ex-China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
RREMX | RBC Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
REEIX | RBC Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
REEAX | RBC Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
RBCRX | RBC China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
RBCIX | RBC China Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
RCEAX | RBC China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
QCGDX | Quantified Common Ground Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
PNOYX | Putnam Sustainable Leaders Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Growth |
PSLGX | Putnam Sustainable Leaders R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Growth |
PNORX | Putnam Sustainable Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Growth |
PLDR | Putnam Sustainable Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Growth |
PNOCX | Putnam Sustainable Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Growth |
PNOBX | Putnam Sustainable Leaders B | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Growth |
PNOPX | Putnam Sustainable Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Growth |
PMVYX | Putnam Sustainable Future Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PNOTX | Putnam Sustainable Future R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PMVRX | Putnam Sustainable Future R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PFUT | Putnam Sustainable Future ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PMPCX | Putnam Sustainable Future C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PMVBX | Putnam Sustainable Future B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PMVAX | Putnam Sustainable Future A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PYSVX | Putnam Small Cap Value Y | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
PSCMX | Putnam Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
PSCRX | Putnam Small Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
PSLCX | Putnam Small Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
PSLBX | Putnam Small Cap Value B | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
PSLAX | Putnam Small Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
PSYGX | Putnam Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
PLKGX | Putnam Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
PSGRX | Putnam Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
PNSCX | Putnam Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
PNSBX | Putnam Small Cap Growth B | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
PNSAX | Putnam Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
PURYX | Putnam Research Y | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Blend |
PLJMX | Putnam Research R6 | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Blend |
PRSRX | Putnam Research R | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Blend |
PRACX | Putnam Research C | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Blend |
PRFBX | Putnam Research B | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Blend |
PNRAX | Putnam Research A | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Blend |
PPIE | Putnam PanAgora ESG Intl Eq ETF | Owns companies we recommend for divestment | 5 | 3 | 6 | 6 | V | Foreign Large Blend |
PPEM | Putnam PanAgora ESG Emerg Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
PEIYX | Putnam Large Cap Value Y | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
PEQSX | Putnam Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
PEQLX | Putnam Large Cap Value R5 | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
PEQRX | Putnam Large Cap Value R | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
PEQCX | Putnam Large Cap Value C | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
PEQNX | Putnam Large Cap Value B | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
PEYAX | Putnam Large Cap Value A | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
PNGYX | Putnam International Value Y | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
PIGWX | Putnam International Value R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
PIIRX | Putnam International Value R | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
PIGRX | Putnam International Value C | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
PGNBX | Putnam International Value B | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
PNGAX | Putnam International Value A | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
POVYX | Putnam International Equity Y | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
POVEX | Putnam International Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
POVDX | Putnam International Equity R5 | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
PIERX | Putnam International Equity R | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
PIGCX | Putnam International Equity C | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
POVBX | Putnam International Equity B | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
POVSX | Putnam International Equity A | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
PIVYX | Putnam International Capital Opp Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
PICOX | Putnam International Capital Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
PICRX | Putnam International Capital Opp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
PUVCX | Putnam International Capital Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
PVNBX | Putnam International Capital Opp B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
PNVAX | Putnam International Capital Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
PGOYX | Putnam Growth Opportunities Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
PGOEX | Putnam Growth Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
PGODX | Putnam Growth Opportunities R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
PGORX | Putnam Growth Opportunities R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
POGCX | Putnam Growth Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
POGBX | Putnam Growth Opportunities B | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
POGAX | Putnam Growth Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
PGTYX | Putnam Global Technology Y | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Technology |
PTTEX | Putnam Global Technology R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Technology |
PGTRX | Putnam Global Technology R | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Technology |
PGTDX | Putnam Global Technology C | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Technology |
PGTAX | Putnam Global Technology A | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Technology |
PHSYX | Putnam Global Health Care Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
PGHAX | Putnam Global Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
PHSRX | Putnam Global Health Care R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
PCHSX | Putnam Global Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
PHSBX | Putnam Global Health Care B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
PHSTX | Putnam Global Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
PVAL | Putnam Focused Large Cap Value ETF | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Large Value |
PGRO | Putnam Focused Large Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | X | Large Growth |
PEQYX | Putnam Focused International Equity Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
PGLEX | Putnam Focused International Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
PGLRX | Putnam Focused International Equity R | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
PUGCX | Putnam Focused International Equity C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
PEQBX | Putnam Focused International Equity B | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
PEQUX | Putnam Focused International Equity A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
PGILX | Putnam Focused Equity Y | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
PGWTX | Putnam Focused Equity R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
PGIOX | Putnam Focused Equity R | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
PGIEX | Putnam Focused Equity C | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
PGIVX | Putnam Focused Equity B | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
PGIAX | Putnam Focused Equity A | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
PEMYX | Putnam Emerging Markets Equity Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PEMQX | Putnam Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PEMLX | Putnam Emerging Markets Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PEMZX | Putnam Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PEMBX | Putnam Emerging Markets Equity B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PEMMX | Putnam Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PAGYX | Putnam Dynamic Asset Allocation Gr Y | 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 |
PADEX | Putnam Dynamic Asset Allocation Gr R5 | 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 |
| Putnam Dynamic Asset Allocation Gr P | 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 |
PAEBX | Putnam Dynamic Asset Allocation Gr B | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--70% to 85% Equity |
PAEAX | Putnam Dynamic Asset Allocation Gr A | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--70% to 85% Equity |
| Putnam Dynamic Asset Allocation Equity P | Owns companies we recommend for divestment | 16 | 18 | 30 | 29 | X | Large Blend |
| Putnam Dynamic Asset Allocation Equity A | Owns companies we recommend for divestment | 16 | 18 | 30 | 29 | X | Large Blend |
PABYX | Putnam Dynamic Asset Allocation Bal Y | 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 |
PAADX | Putnam Dynamic Asset Allocation Bal R5 | 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 |
| Putnam Dynamic Asset Allocation Bal P | 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 |
PABBX | Putnam Dynamic Asset Allocation Bal B | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--50% to 70% Equity |
PABAX | Putnam Dynamic Asset Allocation Bal A | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--50% to 70% Equity |
PMYYX | Putnam Core Equity Fund Y | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
PMYTX | Putnam Core Equity Fund R6 | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
PMYZX | Putnam Core Equity Fund R | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
PMYCX | Putnam Core Equity Fund C | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
PMYBX | Putnam Core Equity Fund B | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
PMYAX | Putnam Core Equity Fund A | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
SYNB | Putnam BioRevolution ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Health |
PBDC | Putnam BDC Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
CTEX | ProShares S&P Kensho Cleantech ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Technology |
SPXE | ProShares S&P 500® ex-Energy | Owns companies we recommend for divestment | 14 | 20 | 25 | 31 | X | Large Blend |
PY | Principal Value ETF | Owns companies we recommend for divestment | 5 | 4 | 5 | 10 | X | Large Value |
PLTL | Principal US Small-Cap Adptv Mlt-Fac ETF | Owns companies we recommend for divestment | 3 | 2 | 3 | 6 | X | Small Blend |
PSC | Principal US Small Cap Mlt-Fac ETF | Owns companies we recommend for divestment | 4 | 5 | 3 | 6 | X | Small Blend |
USMC | Principal US Mega-Cap ETF | Owns companies we recommend for divestment | 1 | 8 | 6 | 9 | X | Large Blend |
PLRG | Principal US Large-Cap Adptv Mlt-Fac ETF | Owns companies we recommend for divestment | 14 | 19 | 25 | 29 | X | Large Blend |
PSMVX | Principal SmallCap Value II R6 | Owns companies we recommend for divestment | 5 | 4 | 6 | 6 | X | Small Value |
PLARX | Principal SmallCap Value II R5 | Owns companies we recommend for divestment | 5 | 4 | 6 | 6 | X | Small Value |
PSTWX | Principal SmallCap Value II R4 | Owns companies we recommend for divestment | 5 | 4 | 6 | 6 | X | Small Value |
PJARX | Principal SmallCap Value II R3 | Owns companies we recommend for divestment | 5 | 4 | 6 | 6 | X | Small Value |
PCPTX | Principal SmallCap Value II R1 | Owns companies we recommend for divestment | 5 | 4 | 6 | 6 | X | Small Value |
PSMJX | Principal SmallCap Value II J | Owns companies we recommend for divestment | 5 | 4 | 6 | 6 | X | Small Value |
PPVIX | Principal SmallCap Value II Instl | Owns companies we recommend for divestment | 5 | 4 | 6 | 6 | X | Small Value |
PSSPX | Principal SmallCap S&P 600 Index R5 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
PSSSX | Principal SmallCap S&P 600 Index R4 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
PSSMX | Principal SmallCap S&P 600 Index R3 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
PSAPX | Principal SmallCap S&P 600 Index R1 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
PSPIX | Principal SmallCap S&P 600 Index R-6 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
PSSJX | Principal SmallCap S&P 600 Index J | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
PSSIX | Principal SmallCap S&P 600 Index Inst | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
PSBPX | Principal SmallCap R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
PSBSX | Principal SmallCap R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
PSBMX | Principal SmallCap R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
PSABX | Principal SmallCap R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
PSMLX | Principal SmallCap R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
PSBJX | Principal SmallCap J | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
PSLIX | Principal SmallCap Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
PCSMX | Principal SmallCap Growth I R6 | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
PPNPX | Principal SmallCap Growth I R5 | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
PPNSX | Principal SmallCap Growth I R4 | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
PPNMX | Principal SmallCap Growth I R3 | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
PNASX | Principal SmallCap Growth I R1 | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
PSIJX | Principal SmallCap Growth I J | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
PGRTX | Principal SmallCap Growth I Instl | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
PSMCX | Principal SmallCap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
PLLAX | Principal SmallCap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
PSMHX | Principal Small-MidCap Growth Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Growth |
PMDHX | Principal Small-MidCap Dividend Inc R-6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
PMDIX | Principal Small-MidCap Dividend Inc Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
PMDDX | Principal Small-MidCap Dividend Inc C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
PMDAX | Principal Small-MidCap Dividend Inc A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
PREPX | Principal Real Estate Securities R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PRETX | Principal Real Estate Securities R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PRERX | Principal Real Estate Securities R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PRAEX | Principal Real Estate Securities R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PREJX | Principal Real Estate Securities J | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PIREX | Principal Real Estate Securities Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PFRSX | Principal Real Estate Securities Fd R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PRCEX | Principal Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PRRAX | Principal Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BYRE | Principal Real Estate Active Opp ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PSET | Principal Quality ETF | Owns companies we recommend for divestment | 1 | 5 | 6 | 8 | X | Large Blend |
PINUX | Principal Overseas R4 | 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 |
PINZX | Principal Overseas Instl | Owns companies we recommend for divestment | 8 | 3 | 18 | 8 | X | Foreign Large Value |
POEFX | Principal Origin Emerging Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
POEIX | Principal Origin Emerging Markets Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
POEYX | Principal Origin Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GENY | Principal Millennial Global Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 3 | X | Global Large-Stock Growth |
PABVX | Principal MidCap Value I R5 | 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 |
PMPRX | Principal MidCap Value I R3 | 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 |
PCMSX | Principal MidCap Value I R-6 | 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 |
PVMIX | Principal MidCap Value I Inst | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
PCMVX | Principal MidCap Value I A | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
PMFPX | Principal MidCap S&P 400 Index R5 | 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 |
PMFMX | Principal MidCap S&P 400 Index R3 | 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 |
PMAPX | Principal MidCap S&P 400 Index R-6 | 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 |
MPSIX | Principal MidCap S&P 400 Index Inst | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
PMBPX | Principal MidCap R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PMBSX | Principal MidCap R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PMBMX | Principal MidCap R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PMSBX | Principal MidCap R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PMAQX | Principal MidCap R-6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PMBJX | Principal MidCap J | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PCBIX | Principal MidCap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PHPPX | Principal MidCap Growth R5 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
PIPPX | Principal MidCap Growth R4 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
PFPPX | Principal MidCap Growth R3 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
PMSGX | Principal MidCap Growth R1 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
PMGJX | Principal MidCap Growth J | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
PGWIX | Principal MidCap Growth Inst | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
PPQPX | Principal MidCap Growth III R5 | 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 |
PPQMX | Principal MidCap Growth III R3 | 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 |
PPQJX | Principal MidCap Growth III J | Owns companies we recommend for divestment | 6 | 3 | 6 | 9 | X | Mid-Cap Growth |
PPIMX | Principal MidCap Growth III Inst | Owns companies we recommend for divestment | 6 | 3 | 6 | 9 | X | Mid-Cap Growth |
PMBCX | Principal MidCap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PEMGX | Principal MidCap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PLCGX | Principal LargeCap Growth I R6 | 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 |
PPUSX | Principal LargeCap Growth I R4 | 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 |
PCRSX | Principal LargeCap Growth I R1 | 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 |
PLGIX | Principal LargeCap Growth I Instl | Owns companies we recommend for divestment | 10 | 6 | 18 | 19 | X | Large Growth |
PLGAX | Principal LargeCap Growth I A | Owns companies we recommend for divestment | 10 | 6 | 18 | 19 | X | Large Growth |
PPSRX | Principal Large Cap Value III R5 | 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 |
PPSFX | Principal Large Cap Value III R3 | 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 |
PLVJX | Principal Large Cap Value III J | Owns companies we recommend for divestment | 22 | 25 | 28 | 39 | X | Large Value |
PLVIX | Principal Large Cap Value III Inst | Owns companies we recommend for divestment | 22 | 25 | 28 | 39 | X | Large Value |
PLFPX | Principal Large Cap S&P 500 Index R5 | 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 |
PLFMX | Principal Large Cap S&P 500 Index R3 | 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 |
PSPJX | Principal Large Cap S&P 500 Index J | 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 |
PLICX | Principal Large Cap S&P 500 Index C | 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 |
PXUS | Principal Intl Adptv Mlt-Fac ETF | Owns companies we recommend for divestment | 13 | 7 | 23 | 13 | X | Foreign Large Blend |
PISMX | Principal International Sml Compny Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
PFISX | Principal International Small CompanyR-6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
PTPPX | Principal International I R5 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
PUPPX | Principal International I R4 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
PRPPX | Principal International I R3 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
PPISX | Principal International I R1 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
PIIDX | Principal International I R-6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
PINIX | Principal International I Inst | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
PIIQX | Principal International Equity Index R5 | 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 |
PIIOX | Principal International Equity Index R3 | 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 |
PFIEX | Principal International Equity Index R-6 | 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 |
BTEC | Principal Healthcare Innovators ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
PGSLX | Principal Global Sus Lstd Inf Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
PGRSX | Principal Global Real Estate Sec R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
PGRUX | Principal Global Real Estate Sec R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
PGRVX | Principal Global Real Estate Sec R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
PGRKX | Principal Global Real Estate Sec R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
POSIX | Principal Global Real Estate Sec Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
POSAX | Principal Global Real Estate Sec A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
PEPSX | Principal Glb Emerging Markets R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PESSX | Principal Glb Emerging Markets R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PEAPX | Principal Glb Emerging Markets R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PIXEX | Principal Glb Emerging Markets R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PIIMX | Principal Glb Emerging Markets R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PIEJX | Principal Glb Emerging Markets J | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PIEIX | Principal Glb Emerging Markets Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PRIAX | Principal Glb Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PEIQX | Principal Equity Income R5 | Owns companies we recommend for divestment | 1 | 5 | 1 | 5 | X | Large Value |
PEIPX | Principal Equity Income R4 | Owns companies we recommend for divestment | 1 | 5 | 1 | 5 | X | Large Value |
PEIOX | Principal Equity Income R3 | Owns companies we recommend for divestment | 1 | 5 | 1 | 5 | X | Large Value |
PIEMX | Principal Equity Income R1 | Owns companies we recommend for divestment | 1 | 5 | 1 | 5 | X | Large Value |
PEIJX | Principal Equity Income J | Owns companies we recommend for divestment | 1 | 5 | 1 | 5 | X | Large Value |
PEIIX | Principal Equity Income Inst | Owns companies we recommend for divestment | 1 | 5 | 1 | 5 | X | Large Value |
PEUCX | Principal Equity Income C | Owns companies we recommend for divestment | 1 | 5 | 1 | 5 | X | Large Value |
PQIAX | Principal Equity Income A | Owns companies we recommend for divestment | 1 | 5 | 1 | 5 | X | Large Value |
PEDMX | Principal Edge MidCap R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
PEDGX | Principal Edge MidCap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
PEMCX | Principal Edge MidCap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
PDARX | Principal Diversified Real Asset R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Global Allocation |
PGDRX | Principal Diversified Real Asset R3 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Global Allocation |
PDRDX | Principal Diversified Real Asset Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Global Allocation |
PRDAX | Principal Diversified Real Asset A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Global Allocation |
PINPX | Principal Diversified Intl R5 | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
PINLX | Principal Diversified Intl R4 | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
PINRX | Principal Diversified Intl R3 | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
PDVIX | Principal Diversified Intl R1 | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
PIIJX | Principal Diversified Intl J | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
PIIIX | Principal Diversified Intl Inst | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
PRWLX | Principal Diversified Intl A | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
PDIFX | Principal Diversified International R-6 | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
PCAQX | Principal Capital Appreciation R5 | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
PCAPX | Principal Capital Appreciation R4 | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
PCAOX | Principal Capital Appreciation R3 | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
PCAMX | Principal Capital Appreciation R1 | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
PWCIX | Principal Capital Appreciation Inst | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
CMNCX | Principal Capital Appreciation C | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
CMNWX | Principal Capital Appreciation A | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
PGBGX | Principal Blue Chip R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
PGBFX | Principal Blue Chip R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
PGBEX | Principal Blue Chip R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
PGBHX | Principal Blue Chip R-6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
PBCJX | Principal Blue Chip J | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
PBCKX | Principal Blue Chip Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
PBLCX | Principal Blue Chip C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
PBLAX | Principal Blue Chip A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
MVIIX | Praxis Value Index I | Owns companies we recommend for divestment | 2 | 15 | 12 | 20 | V | Large Value |
MVIAX | Praxis Value Index A | Owns companies we recommend for divestment | 2 | 15 | 12 | 20 | V | Large Value |
MMSIX | Praxis Small Cap Index I | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | V | Small Blend |
MMSCX | Praxis Small Cap Index A | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | V | Small Blend |
MPLIX | Praxis International Index I | Owns companies we recommend for divestment | 6 | 5 | 14 | 9 | V | Foreign Large Blend |
MPLAX | Praxis International Index A | Owns companies we recommend for divestment | 6 | 5 | 14 | 9 | V | Foreign Large Blend |
MMDEX | Praxis Growth Index I | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 8 | 10 | V | Large Growth |
MGNDX | Praxis Growth Index A | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 8 | 10 | V | Large Growth |
POLRX | Polen Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Large Growth |
POLIX | Polen Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Large Growth |
PYODX | Pioneer Y | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
PIORX | Pioneer R | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
PIOKX | Pioneer K | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
PSUYX | Pioneer Global Sustainable Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Value |
GBVCX | Pioneer Global Sustainable Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Value |
PGSVX | Pioneer Global Sustainable Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Value |
SUGYX | Pioneer Global Sustainable Growth Y | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
SUGCX | Pioneer Global Sustainable Growth C | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
SUGAX | Pioneer Global Sustainable Growth A | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
PGSYX | Pioneer Global Sustainable Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | V | Global Large-Stock Value |
PRGEX | Pioneer Global Sustainable Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | V | Global Large-Stock Value |
PGEKX | Pioneer Global Sustainable Equity K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | V | Global Large-Stock Value |
GCSLX | Pioneer Global Sustainable Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | V | Global Large-Stock Value |
GLOSX | Pioneer Global Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | V | Global Large-Stock Value |
PCODX | Pioneer C | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
AYBLX | Pioneer Balanced ESG Y | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
CBPRX | Pioneer Balanced ESG R | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
PCBKX | Pioneer Balanced ESG K | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
PCBCX | Pioneer Balanced ESG C | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
AOBLX | Pioneer Balanced ESG A | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
PIODX | Pioneer A | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
RAFE | PIMCO RAFI ESG US ETF | Owns companies we recommend for divestment | 2 | 12 | 9 | 14 | V | Large Value |
MFUS | PIMCO RAFI Dyn Multi-Factor US Eq ETF | Owns companies we recommend for divestment | 24 | 19 | 27 | 32 | X | Large Value |
MFDX | PIMCO RAFI Dyn Multi-Factor Intl Eq ETF | Owns companies we recommend for divestment | 14 | 3 | 23 | 8 | X | Foreign Large Blend |
MFEM | PIMCO RAFI Dyn Mlt-Fctr Emrg Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
PMJIX | PIMCO RAE US Small Instl | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
PMJPX | PIMCO RAE US Small I-2 | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
PMJAX | PIMCO RAE US Small A | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
PKAIX | PIMCO RAE US Instl | Owns companies we recommend for divestment | 1 | 4 | 5 | 2 | X | Large Value |
PKAPX | PIMCO RAE US I-2 | Owns companies we recommend for divestment | 1 | 4 | 5 | 2 | X | Large Value |
PKAAX | PIMCO RAE US A | Owns companies we recommend for divestment | 1 | 4 | 5 | 2 | X | Large Value |
PPYIX | PIMCO RAE International Instl | Owns companies we recommend for divestment | 4 | 0 | 7 | 1 | X | Foreign Large Value |
PPYPX | PIMCO RAE International I-2 | Owns companies we recommend for divestment | 4 | 0 | 7 | 1 | X | Foreign Large Value |
PPYAX | PIMCO RAE International A | Owns companies we recommend for divestment | 4 | 0 | 7 | 1 | X | Foreign Large Value |
PEIFX | PIMCO RAE Emerging Markets Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
PEPFX | PIMCO RAE Emerging Markets I-2 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
PEAFX | PIMCO RAE Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
PSCZX | PGIM Jennison Small Company Z | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
PJSQX | PGIM Jennison Small Company R6 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
PSCJX | PGIM Jennison Small Company R4 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
PSCHX | PGIM Jennison Small Company R2 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
JSCRX | PGIM Jennison Small Company R | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
PSCCX | PGIM Jennison Small Company C | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
PGOAX | PGIM Jennison Small Company A | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
QUSRX | Pear Tree Polaris Fgn Val Sm Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
QUSOX | Pear Tree Polaris Fgn Val Sm Cap Ord | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
QUSIX | Pear Tree Polaris Fgn Val Sm Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
GEORX | Pear Tree Essex Environmental Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
EEOFX | Pear Tree Essex Environmental Opps Odnry | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
GEOSX | Pear Tree Essex Environmental Opps Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
PARWX | Parnassus Value Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | V | Large Value |
PFPWX | Parnassus Value Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | V | Large Value |
PARMX | Parnassus Mid-Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
PFPMX | Parnassus Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
PARNX | Parnassus Mid Cap Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
PFPRX | Parnassus Mid Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
PFGEX | Parnassus Growth Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Growth |
PFPGX | Parnassus Growth Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Growth |
PRBLX | Parnassus Core Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 6 | V | Large Blend |
PRILX | Parnassus Core Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 6 | V | Large Blend |
OSCBX | Overseas SMA Completion | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Value |
OISVX | Optimum Small-Mid Cap Value Instl | Owns companies we recommend for divestment | 5 | 5 | 1 | 6 | X | Small Value |
OCSVX | Optimum Small-Mid Cap Value C | Owns companies we recommend for divestment | 5 | 5 | 1 | 6 | X | Small Value |
OASVX | Optimum Small-Mid Cap Value A | Owns companies we recommend for divestment | 5 | 5 | 1 | 6 | X | Small Value |
OISGX | Optimum Small-Mid Cap Growth Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Growth |
OCSGX | Optimum Small-Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Growth |
OASGX | Optimum Small-Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Growth |
OILVX | Optimum Large Cap Value Instl | 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 |
OALVX | Optimum Large Cap Value A | Owns companies we recommend for divestment | 6 | 9 | 12 | 16 | X | Large Value |
OILGX | Optimum Large Cap Growth Instl | Owns companies we recommend for divestment | 1 | 4 | 6 | 8 | X | Large Growth |
OCLGX | Optimum Large Cap Growth C | Owns companies we recommend for divestment | 1 | 4 | 6 | 8 | X | Large Growth |
OALGX | Optimum Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 6 | 8 | X | Large Growth |
OIIEX | Optimum International Instl | Owns companies we recommend for divestment | 2 | 1 | 6 | 2 | X | Foreign Large Blend |
OCIEX | Optimum International C | Owns companies we recommend for divestment | 2 | 1 | 6 | 2 | X | Foreign Large Blend |
OAIEX | Optimum International A | Owns companies we recommend for divestment | 2 | 1 | 6 | 2 | X | Foreign Large Blend |
OAZLX | Oakmark Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Value |
OAKLX | Oakmark Select Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 |