First Western Financial, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | — | $16.9K | 0.01% | 686 NS | $225.03M | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $15.6K | 0.00% | 636 NS | $9.23B | FIGI |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | — | $14.6K | 0.01% | 592 NS | $253.61M | FIGI |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | — | $13.5K | 0.00% | 549 NS | $5.26B | FIGI |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | — | $12.9K | 0.01% | 525 NS | $126.20M | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $12.7K | 0.00% | 516 NS | $1.23B | FIGI |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | — | $10.3K | 0.01% | 421 NS | $185.65M | FIGI |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $9.5K | 0.00% | 385 NS | $876.76M | FIGI |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | — | $8.3K | 0.00% | 337 NS | $386.68M | FIGI |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | — | $7.9K | 0.00% | 321 NS | $260.28M | FIGI |
| EQ/Franklin Small Cap Value Managed Volatilit… EQ Advisors Trust | — | $7.5K | 0.00% | 305 NS | $241.02M | FIGI |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | — | $7.4K | 0.01% | 300 NS | $79.21M | FIGI |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FU… | — | $5.8K | 0.00% | 236 NS | $1.02B | FIGI |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | — | $4.2K | 0.00% | 170 NS | $883.82M | FIGI |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | — | $4.1K | 0.00% | 167 NS | $114.79M | FIGI |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | — | $1.0K | 0.00% | 42 NS | $54.22M | FIGI |
| PROFUND VP ULTRA SMALL CAP ProFunds | — | $688.24 | 0.00% | 28 NS | $15.31M | FIGI |
| PROFUND VP SMALL CAP ProFunds | — | $516.18 | 0.00% | 21 NS | $11.88M | FIGI |
| Russell 2000 Fund Rydex Series Funds | — | $467.02 | 0.00% | 19 NS | $12.87M | FIGI |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | — | $344.12 | 0.00% | 14 NS | $5.64B | FIGI |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | — | $294.96 | 0.00% | 12 NS | $5.96M | FIGI |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | — | $49.16 | 0.00% | 2 NS | $2.76M | FIGI |
| Spectrum Fund Meeder Funds | — | -$679.7K | -0.28% | -27,654 NS | $241.63M | FIGI |