Everforth, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| AQR Multi-Asset Fund AQR Funds | — | $880.3K | 0.04% | 22,742 NS | $2.30B | FIGI |
| Small Cap Value Fund Northern Funds | — | $866.6K | 0.14% | 22,387 NS | $616.52M | FIGI |
| iShares Expanded Tech Sector ETF iShares Trust | IGM | $839.4K | 0.01% | 21,685 NS | $7.75B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $834.6K | 0.00% | 21,560 NS | $58.89B | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $742.6K | 0.01% | 19,183 NS | $9.06B | FIGI |
| Small Cap Index Fund Northern Funds | — | $734.6K | 0.05% | 18,978 NS | $1.38B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $729.0K | 0.00% | 18,833 NS | $30.28B | FIGI |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | — | $696.8K | 0.12% | 18,000 NS | $575.61M | FIGI |
| Distillate Small/Mid Cash Flow ETF ETF Series Solutions | DSMC | $686.7K | 0.57% | 17,739 NS | $119.82M | FIGI |
| Sit Small Cap Growth Fund SIT MUTUAL FUNDS INC | — | $677.4K | 0.54% | 17,500 NS | $125.18M | FIGI |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | — | $664.0K | 0.21% | 17,152 NS | $311.02M | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $642.6K | 0.01% | 16,600 NS | $9.23B | FIGI |
| Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios | — | $641.3K | 0.33% | 16,568 NS | $192.08M | FIGI |
| SMALL CAP EQUITY FUND GuideStone Funds | — | $596.9K | 0.07% | 15,419 NS | $823.49M | FIGI |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | — | $590.5K | 0.46% | 15,255 NS | $128.27M | FIGI |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | — | $578.9K | 0.11% | 14,954 NS | $538.24M | FIGI |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $565.6K | 0.11% | 14,610 NS | $525.94M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $562.6K | 0.02% | 14,535 NS | $2.63B | FIGI |
| AQR Alternative Risk Premia Fund AQR Funds | — | $553.3K | 0.11% | 14,293 NS | $485.58M | FIGI |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | — | $541.5K | 0.18% | 13,988 NS | $293.56M | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $505.5K | 0.05% | 13,058 NS | $956.61M | FIGI |
| LVIP Franklin Templeton Multi-Factor SMID Cap… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $501.3K | 0.06% | 12,949 NS | $908.21M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $485.2K | 0.05% | 12,534 NS | $962.08M | FIGI |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | — | $483.6K | 0.25% | 12,492 NS | $192.40M | FIGI |
| Timothy Plan US Small Cap Core ETF Timothy Plan | TPSC | $481.2K | 0.16% | 12,430 NS | $301.39M | FIGI |
| iShares US Small Cap Value Factor ETF iShares Trust | SVAL | $476.8K | 0.28% | 12,318 NS | $168.91M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $470.0K | 0.00% | 12,141 NS | $17.05B | FIGI |
| Goldman Sachs Variable Insurance Trust Small … Goldman Sachs Variable Insurance Trust | — | $447.8K | 0.24% | 11,568 NS | $185.65M | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $431.0K | 0.06% | 11,135 NS | $768.54M | FIGI |
| MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | — | $406.8K | 0.26% | 10,509 NS | $156.51M | FIGI |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | — | $393.5K | 0.09% | 10,165 NS | $423.00M | FIGI |
| Penn Series Small Cap Value Fund Penn Series Funds Inc | — | $386.2K | 0.27% | 9,978 NS | $144.58M | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $379.2K | 0.00% | 9,797 NS | $11.74B | FIGI |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $367.9K | 0.08% | 9,505 NS | $444.74M | FIGI |
| Diversified Equity Master Portfolio Master Investment Portfolio | — | $366.0K | 0.01% | 9,456 NS | $2.98B | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $332.5K | 0.06% | 8,589 NS | $584.32M | FIGI |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $331.7K | 0.03% | 8,569 NS | $1.00B | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $329.2K | 0.02% | 8,503 NS | $1.90B | FIGI |
| Optimize Strategy Index ETF Advisor Managed Portfolios | OPTZ | $317.0K | 0.15% | 8,190 NS | $208.52M | FIGI |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | — | $316.4K | 0.09% | 8,174 NS | $368.49M | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $301.2K | 0.04% | 7,782 NS | $741.60M | FIGI |
| Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III | — | $296.1K | 0.05% | 7,648 NS | $595.65M | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $293.2K | 0.05% | 7,574 NS | $550.95M | FIGI |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $292.9K | 0.14% | 7,566 NS | $202.30M | FIGI |
| TIFF MULTI-ASSET FUND TIFF Investment Program | — | $282.3K | 0.02% | 7,293 NS | $1.39B | FIGI |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund… | — | $280.3K | 0.10% | 7,240 NS | $272.16M | FIGI |
| Small Company Fund American Century Quantitative Equity Fund… | — | $266.8K | 0.17% | 6,892 NS | $157.88M | FIGI |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | — | $244.3K | 0.06% | 6,312 NS | $436.75M | FIGI |
| Small Cap Core Fund Northern Funds | — | $244.2K | 0.07% | 6,308 NS | $342.11M | FIGI |
| Spectrum Fund Meeder Funds | — | $243.6K | 0.10% | 6,294 NS | $241.63M | FIGI |