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Holdings (Monthly) Guide ↗

Conservative Allocation Fund

· Meeder Funds
Monthly Holdings $162M AUM 190 positions Period Mar 2026 Filed Apr 24, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Meeder Government Money Market MDFXX Mar 2026 27,743,441 $27.7M 17.18%
2 Fidelity Total Bond Fund 31617L798 Mar 2026 2,506,306 $24.0M 14.84%
3 Baird Core Plus Bond Fund 057071870 Sep 2023 2,341,227 $23.9M 14.77% EC
4 Fidelity Advisor Capital & Inc 315806802 Mar 2026 1,444,014 $16.9M 10.49%
5 State Street SPDR Bloomberg Hi 78468R622 Sep 2023 116,946 $11.2M 6.93% EC
6 Dodge & Cox Income Fund 256210105 Mar 2026 815,079 $10.4M 6.42%
7 iShares 20+ Year Treasury Bond 464287432 Mar 2026 117,371 $10.2M 6.30%
8 NVIDIA Corp 67066G104 Sep 2023 14,990 $2.6M 1.62% EC
9 Apple Inc 037833100 Sep 2023 9,892 $2.5M 1.55% EC
10 Frost Total Return Bond Fund 359246857 Sep 2023 237,138 $2.3M 1.41% EC
11 Alphabet Inc 02079K107 Sep 2023 7,533 $2.2M 1.34% EC
12 Microsoft Corp 594918104 Sep 2023 5,582 $2.1M 1.28% EC
13 Berkshire Hathaway Inc 084670702 Sep 2023 2,496 $1.2M 0.74% EC
14 Eaton Vance Emerging Markets D 27827V105 Mar 2026 144,400 $1.2M 0.74%
15 General Dynamics Corp 369550108 Mar 2026 3,162 $1.1M 0.67% EC
16 Mastercard Inc 57636Q104 Mar 2026 1,935 $967K 0.60% EC
17 Meta Platforms Inc 30303M102 Sep 2023 1,404 $803K 0.50% EC
18 Johnson & Johnson 478160104 Mar 2026 2,999 $733K 0.45% EC
19 Eli Lilly & Co 532457108 Sep 2023 642 $590K 0.37% EC
20 Broadcom Inc 11135F101 Sep 2023 1,854 $574K 0.36% EC
21 Gilead Sciences Inc 375558103 Mar 2026 4,022 $561K 0.35% EC
22 Bank of New York Mellon Corp/T 064058100 Mar 2026 4,268 $506K 0.31% EC
23 Amgen Inc 031162100 Mar 2026 1,439 $506K 0.31% EC
24 TJX Cos Inc/The 872540109 Mar 2026 2,895 $462K 0.29% EC
25 Chevron Corp 166764100 Sep 2023 2,214 $458K 0.28% EC
26 Jack Henry & Associates Inc 426281101 Mar 2026 2,813 $445K 0.28% EC
27 Northrop Grumman Corp 666807102 Mar 2026 648 $442K 0.27% EC
28 Exxon Mobil Corp 30231G102 Sep 2023 2,399 $407K 0.25% EC
29 AbbVie Inc 00287Y109 Mar 2026 1,760 $383K 0.24% EC
30 Texas Instruments Inc 882508104 Sep 2023 1,641 $319K 0.20% EC
31 Ameriprise Financial Inc 03076C106 Mar 2026 703 $312K 0.19% EC
32 FedEx Corp 31428X106 Mar 2026 845 $301K 0.19% EC
33 Applied Materials Inc 038222105 Sep 2023 863 $295K 0.18% EC
34 GE Vernova Inc 36828A101 Mar 2026 333 $291K 0.18% EC
35 Micron Technology Inc 595112103 Sep 2023 857 $290K 0.18% EC
36 Allstate Corp/The 020002101 Sep 2023 1,324 $275K 0.17% EC
37 Ralph Lauren Corp 751212101 Mar 2026 785 $270K 0.17% EC
38 United Airlines Holdings Inc 910047109 Sep 2023 2,826 $260K 0.16% EC
39 Amphenol Corp 032095101 Mar 2026 1,990 $251K 0.16% EC
40 State Street Corp 857477103 Mar 2026 1,979 $250K 0.16% EC
41 Boyd Gaming Corp 103304101 Mar 2026 3,021 $248K 0.15% EC
42 Rockwell Automation Inc 773903109 Mar 2026 690 $248K 0.15% EC
43 Morningstar Inc 617700109 Mar 2026 1,442 $244K 0.15% EC
44 Cisco Systems Inc 17275R102 Mar 2026 3,057 $237K 0.15% EC
45 QUALCOMM Inc 747525103 Sep 2023 1,787 $230K 0.14% EC
46 Casey's General Stores Inc 147528103 Mar 2026 312 $227K 0.14% EC
47 Motorola Solutions Inc 620076307 Mar 2026 523 $227K 0.14% EC
48 Newmont Corp 651639106 Mar 2026 2,047 $222K 0.14% EC
49 Analog Devices Inc 032654105 Sep 2023 691 $220K 0.14% EC
50 Intercontinental Exchange Inc 45866F104 Mar 2026 1,389 $218K 0.14% EC
51 Trane Technologies PLC G8994E103 Sep 2023 492 $205K 0.13% EC
52 Tapestry Inc 876030107 Mar 2026 1,444 $204K 0.13% EC
53 Netflix Inc 64110L106 Mar 2026 2,098 $202K 0.12% EC
54 Delta Air Lines Inc 247361702 Sep 2023 2,932 $195K 0.12% EC
55 Caterpillar Inc 149123101 Mar 2026 272 $193K 0.12% EC
56 Diamondback Energy Inc 25278X109 Sep 2023 965 $191K 0.12% EC
57 Lam Research Corp 512807306 Mar 2026 890 $190K 0.12% EC
58 Lockheed Martin Corp 539830109 Mar 2026 307 $186K 0.11% EC
59 Customers Bancorp Inc 23204G100 Mar 2026 2,627 $182K 0.11% EC
60 TD SYNNEX Corp 87162W100 Mar 2026 1,080 $182K 0.11% EC
61 Synchrony Financial 87165B103 Mar 2026 2,621 $178K 0.11% EC
62 Cheniere Energy Inc 16411R208 Sep 2023 602 $171K 0.11% EC
63 Photronics Inc 719405102 Mar 2026 3,919 $158K 0.10% EC
64 Ally Financial Inc 02005N100 Mar 2026 3,920 $154K 0.10% EC
65 Zoetis Inc 98978V103 Mar 2026 1,254 $148K 0.09% EC
66 Merck & Co Inc 58933Y105 Mar 2026 1,203 $145K 0.09% EC
67 McKesson Corp 58155Q103 Sep 2023 161 $139K 0.09% EC
68 Oracle Corp 68389X105 Mar 2026 925 $136K 0.08% EC
69 TechnipFMC PLC G87110105 Mar 2026 1,961 $136K 0.08% EC
70 Sun Communities Inc 866674104 Mar 2026 1,072 $135K 0.08%
71 Corning Inc 219350105 Mar 2026 941 $128K 0.08% EC
72 Johnson Controls International G51502105 Sep 2023 933 $122K 0.08% EC
73 Omnicom Group Inc 681919106 Mar 2026 1,615 $122K 0.08% EC
74 Amazon.com Inc 023135106 Sep 2023 579 $121K 0.07% EC
75 Comfort Systems USA Inc 199908104 Sep 2023 87 $120K 0.07% EC
76 Elevance Health Inc 036752103 Sep 2023 402 $118K 0.07% EC
77 EOG Resources Inc 26875P101 Sep 2023 782 $113K 0.07% EC
78 Regeneron Pharmaceuticals Inc 75886F107 Mar 2026 143 $110K 0.07% EC
79 United Parcel Service Inc 911312106 Mar 2026 1,031 $101K 0.06% EC
80 HCA Healthcare Inc 40412C101 Sep 2023 208 $98K 0.06% EC
81 Target Corp 87612E106 Sep 2023 783 $95K 0.06% EC
82 UnitedHealth Group Inc 91324P102 Sep 2023 350 $95K 0.06% EC
83 Jackson Financial Inc 46817M107 Mar 2026 892 $94K 0.06% EC
84 Skyworks Solutions Inc 83088M102 Sep 2023 1,694 $91K 0.06% EC
85 Natera Inc 632307104 Mar 2026 434 $87K 0.05% EC
86 Western Digital Corp 958102105 Mar 2026 318 $86K 0.05% EC
87 American Electric Power Co Inc 025537101 Mar 2026 607 $80K 0.05% EC
88 Freeport-McMoRan Inc 35671D857 Mar 2026 1,346 $79K 0.05% EC
89 Huntington Ingalls Industries 446413106 Mar 2026 202 $77K 0.05% EC
90 CVS Health Corp 126650100 Sep 2023 994 $71K 0.04% EC
91 Dollar General Corp 256677105 Sep 2023 590 $70K 0.04% EC
92 AECOM 00766T100 Sep 2023 824 $70K 0.04% EC
93 Ubiquiti Inc 90353W103 Mar 2026 88 $70K 0.04% EC
94 Quanta Services Inc 74762E102 Sep 2023 122 $67K 0.04% EC
95 Mueller Industries Inc 624756102 Mar 2026 581 $64K 0.04% EC
96 Eversource Energy 30040W108 Mar 2026 916 $63K 0.04% EC
97 Hut 8 Corp 44812J104 Mar 2026 1,350 $63K 0.04% EC
98 Southern Copper Corp 84265V105 Mar 2026 338 $58K 0.04% EC
99 Equifax Inc 294429105 Mar 2026 302 $54K 0.03% EC
100 Phinia Inc 71880K101 Mar 2026 767 $52K 0.03% EC
101 EverQuote Inc 30041R108 Mar 2026 3,398 $52K 0.03% EC
102 Charter Communications Inc 16119P108 Sep 2023 238 $51K 0.03% EC
103 Anglogold Ashanti Plc G0378L100 Mar 2026 506 $49K 0.03% EC
104 Comcast Corp 20030N101 Sep 2023 1,712 $49K 0.03% EC
105 SM Energy Co 78454L100 Sep 2023 1,565 $49K 0.03% EC
106 Williams Cos Inc/The 969457100 Sep 2023 653 $48K 0.03% EC
107 O'Reilly Automotive Inc 67103H107 Mar 2026 492 $45K 0.03% EC
108 SSR Mining Inc 784730103 Mar 2026 1,496 $44K 0.03% EC
109 ScanSource Inc 806037107 Mar 2026 1,199 $44K 0.03% EC
110 Viasat Inc 92552V100 Mar 2026 939 $43K 0.03% EC
111 Calix Inc 13100M509 Mar 2026 868 $43K 0.03% EC
112 Avnet Inc 053807103 Mar 2026 659 $41K 0.03% EC
113 Cal-Maine Foods Inc 128030202 Mar 2026 505 $40K 0.02% EC
114 Lincoln Electric Holdings Inc 533900106 Mar 2026 159 $40K 0.02% EC
115 General Motors Co 37045V100 Mar 2026 519 $39K 0.02% EC
116 V2X Inc 92242T101 Mar 2026 544 $37K 0.02% EC
117 Interactive Brokers Group Inc 45841N107 Mar 2026 528 $35K 0.02% EC
118 Universal Health Services Inc 913903100 Mar 2026 187 $33K 0.02% EC
119 Targa Resources Corp 87612G101 Mar 2026 132 $33K 0.02% EC
120 Wintrust Financial Corp 97650W108 Mar 2026 236 $33K 0.02% EC
121 IDEX Corp 45167R104 Mar 2026 170 $32K 0.02% EC
122 SLB Ltd 806857108 Mar 2026 608 $31K 0.02% EC
123 Frontdoor Inc 35905A109 Mar 2026 585 $31K 0.02% EC
124 Southwest Airlines Co 844741108 Mar 2026 818 $31K 0.02% EC
125 First American Financial Corp 31847R102 Sep 2023 507 $31K 0.02% EC
126 Deckers Outdoor Corp 243537107 Mar 2026 305 $31K 0.02% EC
127 Amkor Technology Inc 031652100 Mar 2026 655 $29K 0.02% EC
128 United Therapeutics Corp 91307C102 Mar 2026 49 $29K 0.02% EC
129 CRH PLC G25508105 Mar 2026 268 $28K 0.02% EC
130 NRG Energy Inc 629377508 Mar 2026 191 $28K 0.02% EC
131 Costco Wholesale Corp 22160K105 Sep 2023 28 $28K 0.02% EC
132 New York Times Co/The 650111107 Mar 2026 316 $26K 0.02% EC
133 Coeur Mining Inc 192108504 Mar 2026 1,396 $26K 0.02% EC
134 Graco Inc 384109104 Mar 2026 309 $26K 0.02% EC
135 Generac Holdings Inc 368736104 Mar 2026 125 $24K 0.02% EC
136 Valmont Industries Inc 920253101 Sep 2023 61 $24K 0.02% EC
137 Champion Homes Inc 830830105 Sep 2023 321 $24K 0.01% EC
138 Weatherford International PLC G48833118 Mar 2026 252 $24K 0.01% EC
139 Matador Resources Co 576485205 Mar 2026 364 $23K 0.01% EC
140 Hasbro Inc 418056107 Mar 2026 245 $23K 0.01% EC
141 Clear Secure Inc 18467V109 Mar 2026 466 $23K 0.01% EC
142 Everpure Inc 74624M102 Mar 2026 362 $21K 0.01% EC
143 Encore Capital Group Inc 292554102 Mar 2026 283 $20K 0.01% EC
144 CF Industries Holdings Inc 125269100 Mar 2026 148 $19K 0.01% EC
145 Abercrombie & Fitch Co 002896207 Mar 2026 194 $18K 0.01% EC
146 Devon Energy Corp 25179M103 Sep 2023 331 $17K 0.01% EC
147 ConocoPhillips 20825C104 Sep 2023 111 $15K 0.01% EC
148 NetScout Systems Inc 64115T104 Mar 2026 448 $14K 0.01% EC
149 IDT Corp 448947507 Mar 2026 281 $14K 0.01% EC
150 Teradata Corp 88076W103 Mar 2026 512 $13K 0.01% EC
151 TTM Technologies Inc 87305R109 Mar 2026 134 $13K 0.01% EC
152 Visteon Corp 92839U206 Mar 2026 142 $13K 0.01% EC
153 Phillips 66 718546104 Sep 2023 69 $13K 0.01% EC
154 Blue Bird Corp 095306106 Mar 2026 220 $12K 0.01% EC
155 Arch Capital Group Ltd G0450A105 Mar 2026 127 $12K 0.01% EC
156 Commercial Metals Co 201723103 Mar 2026 179 $11K 0.01% EC
157 Sandisk Corp/DE 80004C200 Mar 2026 17 $11K 0.01% EC
158 JB Hunt Transport Services Inc 445658107 Mar 2026 47 $10K 0.01% EC
159 American Public Education Inc 02913V103 Mar 2026 175 $10K 0.01% EC
160 Vicor Corp 925815102 Mar 2026 57 $9K 0.01% EC
161 Bristol-Myers Squibb Co 110122108 Mar 2026 151 $9K 0.01% EC
162 Cigna Group/The 125523100 Sep 2023 34 $9K 0.01% EC
163 Westamerica BanCorp 957090103 Mar 2026 172 $9K 0.01% EC
164 Acuity Inc 00508Y102 Mar 2026 32 $9K 0.01% EC
165 Verizon Communications Inc 92343V104 Mar 2026 175 $9K 0.01% EC
166 Nextpower Inc 65290E101 Mar 2026 72 $9K 0.01% EC
167 BorgWarner Inc 099724106 Mar 2026 159 $9K 0.01% EC
168 Sensata Technologies Holding P G8060N102 Mar 2026 227 $8K 0.00% EC
169 Ciena Corp 171779309 Mar 2026 20 $8K 0.00% EC
170 Kaiser Aluminum Corp 483007704 Mar 2026 63 $8K 0.00% EC
171 EMCOR Group Inc 29084Q100 Sep 2023 9 $7K 0.00% EC
172 Invesco Ltd G491BT108 Mar 2026 272 $7K 0.00% EC
173 Vistance Networks Inc 20337X109 Mar 2026 316 $6K 0.00% EC
174 Ulta Beauty Inc 90384S303 Mar 2026 11 $6K 0.00% EC
175 Edison International 281020107 Mar 2026 77 $6K 0.00% EC
176 Tutor Perini Corp 901109108 Mar 2026 64 $5K 0.00% EC
177 Tyson Foods Inc 902494103 Mar 2026 75 $5K 0.00% EC
178 Teradyne Inc 880770102 Sep 2023 16 $5K 0.00% EC
179 Vertex Pharmaceuticals Inc 92532F100 Mar 2026 9 $4K 0.00% EC
180 PROG Holdings Inc 74319R101 Mar 2026 136 $4K 0.00% EC
181 Stewart Information Services C 860372101 Mar 2026 56 $3K 0.00% EC
182 Kroger Co/The 501044101 Sep 2023 47 $3K 0.00% EC
183 La-Z-Boy Inc 505336107 Sep 2023 49 $2K 0.00% EC
184 Ross Stores Inc 778296103 Mar 2026 7 $2K 0.00% EC
185 CareDx Inc 14167L103 Mar 2026 73 $1K 0.00% EC
186 Russell 2000 Futures RTYM6 Mar 2026 8 $-3668 -0.00% DE
187 S&P Mid Cap Futures FAM6 Mar 2026 -1 $-9612 -0.01% DE
188 S&P 500 Mini Futures ESM6 Mar 2026 -10 $-49194 -0.03% DE
189 Mini MSCI Emg Mkt MESM6 Mar 2026 22 $-61375 -0.04% DE
190 Mini MSCI EAFE MFSM6 Mar 2026 40 $-89761 -0.06% DE