| Stocks | 314.79 B | — | 10 10X | 0.27 | Large Cap | S&P South Africa 50 Index - ZAR - Benchmark TR Net | 5/6/2015 | 4,661.67 | 2.18 | 12.15 |
| Stocks | 290.7 B | — | 10 10X | 0.55 | Total Market | S&P Global Dividend Aristocrats Blend Custom Index - Benchmark TR Net | 2/22/2018 | 1,993.16 | 3.34 | 21.46 |
| Bonds | 285.85 B | — | 10 10X | 0.28 | Wide credit | FTSE/JSE Total Return Government Bond Index (GOVI) | 12/5/2022 | 1,152.07 | 0.00 | 0.00 |
| Stocks | 255.75 B | — | 10 10X | 0.38 | Large Cap | S&P 500 | 11/4/2016 | 11,011.23 | 0.00 | 0.00 |
| Stocks | 221.98 B | — | 10 10X | 0.29 | Total Market | FTSE Global All Cap Net Tax (US RIC) Index | 5/17/2021 | 1,639.88 | 0.00 | 0.00 |
| Stocks | 104.92 B | — | 10 10X | 0.31 | Large Cap | Wealth SA Top 20 Index - ZAR - Benchmark TR Gross | 4/25/2023 | 1,474.67 | 2.59 | 11.91 |
| Asset allocation | 79.66 B | — | 10 10X | 0.52 | Goal Outcome | STeFI Composite Index - ZAR - Benchmark TR Gross | 5/18/2023 | 1,047.56 | 0.00 | 0.00 |
| Stocks | 72.81 B | — | 10 10X | 0.41 | Mid Cap | Wealth Next 40 Equal Weighted Index - ZAR - Benchmark TR Gross | 4/25/2023 | 1,324.30 | 1.41 | 13.19 |
| Stocks | 72.23 B | — | 10 10X | 0.00 | Total Market | | — | 908.01 | 0.00 | 0.00 |
| Stocks | 58.11 B | — | 10 10X | 0.46 | Real estate | SA Property Income Index - ZAR - Benchmark TR Gross | 10/30/2019 | 1,548.26 | 0.00 | 0.00 |
| Bonds | 46.11 B | — | 10 10X | 0.39 | Wide credit | South African Yield Selected Nominal Bond Index - ZAR - Benchmark TR Net | 5/31/2023 | 1,273.36 | 0.00 | 0.00 |
| Stocks | 40.42 B | — | 10 10X | 0.53 | Real estate | S&P Global Property 40 Index | 11/4/2016 | 4,799.78 | 1.97 | 24.80 |
