DVOIX Holdings — Moderate Allocation Fund

All 215 reported holdings of Moderate Allocation Fund (DVOIX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Meeder Government Money Market13.24%$26.49M
Fidelity Total Bond Fund10.06%$20.13M
Baird Core Plus Bond Fund9.85%$19.70M
Fidelity Advisor Capital & Inc7.33%$14.67M
State Street SPDR Bloomberg Hi4.56%$9.13M
Dodge & Cox Income Fund4.21%$8.42M
PGIM Total Return Bond Fund3.43%$6.86M
Guggenheim Total Return Bond F3.42%$6.84M
Eaton Vance Emerging Markets D2.95%$5.90M
Apple Inc2.87%$5.74M
NVIDIA Corp2.81%$5.62M
iShares 20+ Year Treasury Bond2.42%$4.84M
Alphabet Inc2.40%$4.81M
Microsoft Corp2.06%$4.13M
Broadcom Inc0.92%$1.83M
Mastercard Inc0.87%$1.75M
Micron Technology Inc0.75%$1.51M
Meta Platforms Inc0.71%$1.41M
Berkshire Hathaway Inc0.70%$1.40M
Eli Lilly & Co0.69%$1.38M
Bank of New York Mellon Corp/T0.66%$1.31M
Amgen Inc0.65%$1.30M
Applied Materials Inc0.64%$1.28M
Simon Property Group Inc0.61%$1.21M
Johnson & Johnson0.56%$1.11M
Visa Inc0.53%$1.06M
Frost Total Return Bond Fund0.47%$930.45K
United Airlines Holdings Inc0.44%$879.04K
AbbVie Inc0.43%$868.41K
Lam Research Corp0.42%$835.03K
Ameriprise Financial Inc0.41%$824.39K
Allstate Corp/The0.39%$774.73K
Gilead Sciences Inc0.37%$730.88K
Travelers Cos Inc/The0.36%$720.65K
Cisco Systems Inc0.35%$691.72K
UnitedHealth Group Inc0.34%$679.97K
Texas Instruments Inc0.33%$657.24K
Trane Technologies PLC0.31%$624.76K
TD SYNNEX Corp0.31%$611.94K
Analog Devices Inc0.28%$569.54K
Arch Capital Group Ltd0.28%$561.78K
Jack Henry & Associates Inc0.27%$532.92K
Delta Air Lines Inc0.27%$530.58K
Casey's General Stores Inc0.26%$522.97K
Xylem Inc/NY0.26%$514.57K
Intel Corp0.25%$503.65K
State Street Corp0.25%$498.79K
Western Digital Corp0.23%$466.27K
Caterpillar Inc0.23%$464.30K
Tapestry Inc0.23%$461.83K
Advanced Micro Devices Inc0.22%$444.98K
Edison International0.22%$439.63K
Lockheed Martin Corp0.22%$437.63K
WW Grainger Inc0.21%$427.17K
QUALCOMM Inc0.21%$426.50K
Northrop Grumman Corp0.21%$416.11K
Newmont Corp0.21%$413.95K
Customers Bancorp Inc0.20%$406.97K
Huntington Ingalls Industries0.20%$390.73K
Ally Financial Inc0.20%$390.35K
Amazon.com Inc0.19%$375.15K
Comfort Systems USA Inc0.18%$350.81K
Sandisk Corp0.17%$350.15K
Ross Stores Inc0.17%$339.28K
Cummins Inc0.17%$337.35K
Matador Resources Co0.17%$336.06K
Merck & Co Inc0.17%$335.13K
Copart Inc0.16%$320.52K
Kroger Co/The0.16%$319.69K
Omnicom Group Inc0.16%$314.48K
Royal Caribbean Cruises Ltd0.15%$307.69K
Natera Inc0.15%$302.67K
Ralph Lauren Corp0.15%$291.83K
KLA Corp0.14%$287.83K
Costco Wholesale Corp0.14%$283.45K
Expedia Group Inc0.14%$274.82K
Allegion plc0.14%$273.11K
Johnson Controls International0.14%$270.30K
CF Industries Holdings Inc0.13%$265.67K
Consolidated Edison Inc0.13%$259.10K
PACCAR Inc0.13%$254.29K
Equifax Inc0.12%$248.56K
HubSpot Inc0.12%$247.85K
Fortinet Inc0.12%$238.57K
Rockwell Automation Inc0.12%$231.70K
ScanSource Inc0.11%$229.72K
Oracle Corp0.11%$225.39K
Toast Inc0.11%$224.51K
S&P 500 Index0.10%$209.10K
Zebra Technologies Corp0.10%$202.71K
IBM0.10%$201.63K
EnerSys0.10%$195.01K
CVS Health Corp0.10%$194.38K
CDW Corp/DE0.10%$194.51K
Lululemon Athletica Inc0.10%$192.51K
Lincoln Electric Holdings Inc0.10%$190.64K
Royal Gold Inc0.10%$190.23K
West Pharmaceutical Services I0.09%$185.96K
Northern Trust Corp0.09%$184.79K
Tyson Foods Inc0.09%$184.80K
Elevance Health Inc0.09%$184.86K
Dell Technologies Inc0.09%$182.51K
Murphy USA Inc0.09%$173.52K
Moelis & Co0.08%$164.92K
NetApp Inc0.08%$163.89K
United Therapeutics Corp0.08%$163.63K
Marzetti Company/The0.08%$162.68K
Marvell Technology Inc0.08%$160.56K
HCI Group Inc0.08%$160.35K
United Rentals Inc0.08%$159.74K
Everpure Inc0.08%$159.39K
Agilent Technologies Inc0.08%$158.86K
YETI Holdings Inc0.08%$155.27K
Encompass Health Corp0.08%$154.25K
Regeneron Pharmaceuticals Inc0.08%$154.01K
Charter Communications Inc0.07%$147.47K
Lear Corp0.07%$145.86K
Universal Display Corp0.07%$145.38K
Avnet Inc0.07%$139.36K
Deckers Outdoor Corp0.07%$137.62K
Nabors Industries Ltd0.07%$135.84K
AT&T Inc0.07%$133.41K
Valmont Industries Inc0.07%$131.69K
Encore Capital Group Inc0.07%$131.54K
V2X Inc0.07%$130.48K
EMCOR Group Inc0.06%$118.67K
Skyworks Solutions Inc0.06%$117.29K
Comcast Corp0.06%$112.64K
Amkor Technology Inc0.06%$109.94K
Strategic Education Inc0.05%$104.59K
Gulfport Energy Corp0.05%$104.70K
Cousins Properties Inc0.05%$102.95K
BorgWarner Inc0.05%$102.85K
Fluor Corp0.05%$101.43K
Independent Bank Corp0.05%$99.29K
TTM Technologies Inc0.05%$97.25K
Ubiquiti Inc0.05%$96.66K
Credo Technology Group Holding0.05%$93.28K
Southwest Airlines Co0.05%$90.91K
MYR Group Inc0.05%$90.57K
Anglogold Ashanti Plc0.04%$88.90K
SkyWest Inc0.04%$84.63K
SSR Mining Inc0.04%$80.54K
IDT Corp0.04%$76.95K
First American Financial Corp0.04%$74.01K
APA Corp0.04%$71.00K
Mueller Industries Inc0.03%$69.46K
Russell 2000 Futures0.03%$64.79K
Archer-Daniels-Midland Co0.03%$63.26K
Centene Corp0.03%$62.46K
Chevron Corp0.03%$61.83K
Alcoa Corp0.03%$60.59K
Hewlett Packard Enterprise Co0.03%$59.32K
Sturm Ruger & Co Inc0.03%$58.29K
Visteon Corp0.03%$58.04K
Best Buy Co Inc0.03%$55.39K
CME Group Inc0.03%$54.32K
Morningstar Inc0.03%$53.67K
General Dynamics Corp0.02%$46.41K
Red Rock Resorts Inc0.02%$45.93K
Innodata Inc0.02%$44.29K
Par Pacific Holdings Inc0.02%$44.02K
Vicor Corp0.02%$42.16K
NetScout Systems Inc0.02%$41.29K
Corning Inc0.02%$39.85K
PBF Energy Inc0.02%$39.37K
American Electric Power Co Inc0.02%$37.49K
Blue Bird Corp0.02%$33.56K
Coeur Mining Inc0.02%$32.97K
Phoenix Education Partners Inc0.02%$32.32K
BrightSpring Health Services I0.02%$32.08K
Kaiser Aluminum Corp0.02%$31.69K
Caris Life Sciences Inc0.01%$27.28K
XPEL Inc0.01%$26.68K
Garmin Ltd0.01%$25.42K
Bloom Energy Corp0.01%$24.82K
Novocure Ltd0.01%$24.72K
Victoria's Secret & Co0.01%$24.63K
Remitly Global Inc0.01%$24.45K
Atkore Inc0.01%$24.03K
Devon Energy Corp0.01%$23.88K
Cigna Group/The0.01%$22.05K
Boyd Gaming Corp0.01%$20.93K
Jabil Inc0.01%$20.82K
Fiserv Inc0.01%$18.49K
Antero Resources Corp0.01%$18.10K
Sensata Technologies Holding P0.01%$16.33K
Everus Construction Group Inc0.01%$15.93K
Garrett Motion Inc0.01%$15.80K
CBL & Associates Properties In0.01%$15.40K
HP Inc0.01%$14.61K
Alnylam Pharmaceuticals Inc0.01%$12.94K
LendingTree Inc0.01%$12.93K
S&T Bancorp Inc0.01%$12.52K
Amphenol Corp0.01%$12.17K
Bristol-Myers Squibb Co0.01%$11.35K
Bandwidth Inc0.01%$11.27K
NuScale Power Corp0.01%$10.90K
Warby Parker Inc0.01%$10.47K
White Mountains Insurance Grou0.01%$10.37K
Life Time Group Holdings Inc0.00%$9.43K
Universal Health Services Inc0.00%$9.07K
Archrock Inc0.00%$8.87K
Capri Holdings Ltd0.00%$6.78K
Vistance Networks Inc0.00%$6.86K
Hanover Insurance Group Inc/Th0.00%$5.57K
PC Connection Inc0.00%$5.26K
Stewart Information Services C0.00%$4.36K
Teradyne Inc0.00%$3.87K
Consolidated Water Co Ltd0.00%$3.10K
Mercury General Corp0.00%$2.45K
S&P Mid Cap Futures-0.01%$-18.01K
Mini MSCI Emg Mkt-0.02%$-41.95K
S&P 500 Mini Futures-0.03%$-56.45K
Mini MSCI EAFE-0.05%$-108.78K

DVOIX overview: performance, fees, allocation and SEC filings