| Stocks | 1.02 B | 83,951.36 | Strive | 0.05 | Large Cap | Bloomberg US Large Cap Index - Benchmark TR Gross | 9/15/2022 | 44.37 | 5.49 | 27.69 |
| Bonds | 381.39 M | 310,731.3 | Strive | 0.25 | Wide credit | | 8/10/2023 | 20.31 | 0 | 0 |
| Stocks | 284.212 M | 26,132.04 | Strive | 0.41 | Energy | Bloomberg US Energy Select TR | 8/9/2022 | 34.54 | 1.9 | 18.64 |
| Stocks | 164.508 M | 16,266.09 | Strive | 0.4 | Information technology | Bloomberg US Listed Semiconductors Select Index - Benchmark TR Gross | 10/6/2022 | 77.95 | 8.7 | 46.52 |
| Stocks | 138.346 M | 9,124.688 | Strive | 0.18 | Large Cap | Bloomberg US 1000 Growth | 11/10/2022 | 49.95 | 8.12 | 32.92 |
| Stocks | 126.622 M | 7,601.8 | Strive | 0.32 | Total Market | Bloomberg US 1000 Dividend Growth Index - Benchmark TR Gross | 1/31/2023 | 42.56 | 2.84 | 18.69 |
| Bonds | 124.614 M | 15,730.42 | Strive | 0.49 | Wide credit | | 8/10/2023 | 20.3 | 0 | 0 |
| Stocks | 77.763 M | 13,746.58 | Strive | 0.49 | Total Market | Bloomberg FAANG 2.0 Select Index - Benchmark TR Gross | 8/31/2023 | 47.71 | 3.76 | 27.55 |
| Stocks | 75.408 M | 7,915.245 | Strive | 0.18 | Large Cap | Bloomberg US 1000 Value | 11/10/2022 | 36.73 | 2.61 | 18.11 |
| Stocks | 74.681 M | 10,479.07 | Strive | 0.18 | Small Cap | Bloomberg US 600 Index - Benchmark TR Gross | 11/10/2022 | 35.78 | 2.19 | 18.28 |
| Stocks | 62.533 M | 9,297.622 | Strive | 0.35 | Large Cap | Bloomberg US 1000 Dividend Growth Index - Benchmark TR Gross | 11/10/2022 | 38.03 | 5.81 | 26.04 |
| Stocks | 23.4 M | 3,511.844 | Strive | 0.29 | Total Market | Bloomberg Developed Markets ex US Large & Mid Cap Index - Benchmark TR Net | 6/26/2024 | 33.63 | 2.62 | 18.59 |
| Stocks | 21.78 M | 3,143.355 | Strive | 0.18 | Mid Cap | Bloomberg US 400 Index - Benchmark TR Gross | 4/11/2024 | 31.22 | 2.93 | 21.05 |