Abound Wealth Management
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 10, 2026), Abound Wealth Management reported 1,345 stock positions worth $503.7 million. Its top holding was iShares Core S&P Small-Cap E (IJR) at 14.5% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 10.0%) and Vanguard Ftse Developed ETF (VEA, 7.4%). Compared with Q1 2026, it opened 106 new positions, sold out of 238, added to 165 and reduced 544. The biggest buy was iShares Core S&P Small-Cap E (IJR, shares +5%) and the biggest sale Apple (AAPL, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKLIN, TN
- CIK
- 0001950323
- Portfolio Value
- $503.7M (Q2 2026)
- SEC Filing
- 0001950323-26-000007 ↗ filed Jul 10, 2026
Holdings Value
Holdings 1,345 stocks · $503.7M
| IJR iShares Core S&P Small-Cap E | 14.45% | 490,860 | $72.8M | Add +4.9% |
| AGG iShares Core U.S. Aggregate | 10.02% | 510,029 | $50.5M | Add +6.1% |
| VEA Vanguard Ftse Developed ETF | 7.38% | 521,591 | $37.2M | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | 6.36% | 42,783 | $32.0M | Add +2.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 5.98% | 87,540 | $30.1M | Add +2.9% |
| IEMG iShares Core MSCI Emerging | 5.61% | 340,858 | $28.2M | Add +3.5% |
| SCHX Schwab US Large-Cap ETF | 4.72% | 808,077 | $23.8M | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 4.54% | 33,307 | $22.9M | Reduce -2.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 4.05% | 67,280 | $20.4M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 3.39% | 46,138 | $17.1M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.35% | 15,868 | $11.8M | Add +1.3% |
| AAPL Apple Inc. | 2.20% | 38,371 | $11.1M | Reduce -9.2% |
| IEFA iShares Core MSCI Eafe ETF | 2.15% | 112,102 | $10.8M | Add +0.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.10% | 120,207 | $10.6M | Add +17.6% |
| AVGO Broadcom Inc. | 1.57% | 20,872 | $7.9M | Add +60.0% |
| VWO Vanguard Ftse Emerging Marke | 1.55% | 130,464 | $7.8M | Reduce -0.3% |
| ITOT iShares Core S&P Total U.S. | 1.55% | 47,390 | $7.8M | Add +1.7% |
| TSLA Tesla Inc. | 1.49% | 17,813 | $7.5M | Reduce -3.9% |
| SCHA Schwab US Small-Cap ETF | 0.99% | 137,491 | $5.0M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.95% | 6,507 | $4.8M | Add +1.7% |
| MSFT Microsoft Corp. | 0.87% | 11,734 | $4.4M | Add +39.7% |
| NVDA Nvidia Corp. | 0.86% | 21,711 | $4.3M | Reduce -11.4% |
| VNQ Vanguard Real Estate ETF | 0.78% | 40,502 | $3.9M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 0.63% | 13,261 | $3.2M | Reduce -10.0% |
| OKE Oneok Inc. | 0.59% | 34,147 | $3.0M | Reduce -0.2% |
| MUB iShares National Muni Bond E | 0.55% | 25,863 | $2.8M | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 0.41% | 5,796 | $2.1M | Reduce -5.4% |
| GOOG Alphabet Inc. Class C | 0.39% | 5,562 | $2.0M | Reduce -9.1% |
| SCHF Schwab Intl Equity ETF | 0.32% | 58,315 | $1.6M | Add +1.6% |
| FBTC Fidelity Wise Origin Bitcoin | 0.31% | 30,221 | $1.5M | Add +4.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.28% | 4,703 | $1.4M | Add +6.7% |
| BND Vanguard Total Bond Market | 0.27% | 18,406 | $1.4M | Add +2.0% |
| JPM JPMorgan Chase & Co. | 0.23% | 3,520 | $1.2M | Reduce -6.6% |
| META Meta Platforms Inc. Class A | 0.22% | 1,957 | $1.1M | Reduce -10.7% |
| SCHB Schwab US Broad Market ETF | 0.22% | 37,430 | $1.1M | Add +1.7% |
| ACWI iShares MSCI Acwi ETF | 0.20% | 6,490 | $1.0M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.20% | 4,592 | $1.0M | Add +14.8% |
| CB Chubb Ltd. | 0.19% | 2,738 | $933K | Reduce -5.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 10,456 | $901K | Add +17.1% |
| GEV GE Vernova Inc. | 0.17% | 741 | $871K | Reduce -2.5% |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 7,300 | $852K | Reduce -12.2% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.17% | 2,941 | $851K | Add +0.0% |
| IJH iShares Core S&P Midcap ETF | 0.16% | 10,706 | $826K | Reduce -0.1% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 2,059 | $770K | Reduce -9.3% |
| SCHD Schwab US DVD Equity ETF | 0.15% | 23,929 | $759K | Reduce -1.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.15% | 1 | $749K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 3,394 | $722K | Reduce -36.4% |
| SO The Southern Co. | 0.13% | 6,920 | $662K | Reduce -3.7% |
| VGT Vanguard Info Tech ETF | 0.12% | 5,103 | $610K | Reduce -3.9% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 2,332 | $552K | Add +0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 6,719 | $541K | Add +18.7% |
| SMH Vaneck Semiconductor ETF | 0.11% | 825 | $541K | Add +1.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.11% | 14,889 | $540K | Add +0.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.10% | 16,115 | $501K | Add +1.8% |
| NTSK Netskope Inc. Class A | 0.10% | 45,306 | $496K | New |
| AFL Aflac Inc. | 0.09% | 3,955 | $464K | Reduce -3.6% |
| CAT Caterpillar Inc. | 0.08% | 400 | $426K | Reduce -8.9% |
| PG The Procter & Gamble Co. | 0.08% | 2,585 | $379K | Reduce -21.7% |
| FTEC Fidelity MSCI Info Tech Indx | 0.07% | 1,261 | $360K | No change |
| ABBV Abbvie Inc. | 0.07% | 1,408 | $354K | Reduce -16.8% |
| SPCX Space Exploration Techn Class A | 0.07% | 2,049 | $350K | New |
| XOM Exxon Mobil Corp. | 0.07% | 2,525 | $345K | Reduce -11.0% |
| CSCO Cisco Systems Inc. | 0.07% | 2,936 | $345K | Reduce -17.5% |
| COST Costco Wholesale Corp. | 0.07% | 368 | $344K | Reduce -8.5% |
| NFLX Netflix Inc. | 0.07% | 4,776 | $341K | Reduce -8.1% |
| LRCX Lam Research Corp. | 0.07% | 780 | $338K | Reduce -18.1% |
| IWB iShares Russell 1000 ETF | 0.07% | 805 | $329K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.07% | 8,646 | $329K | Add +2.9% |
| AMGN Amgen Inc. | 0.06% | 892 | $323K | Reduce -10.3% |
| RTX RTX Corp. | 0.06% | 1,672 | $317K | Reduce -13.9% |
| ORLY O'reilly Automotive Inc. | 0.06% | 3,386 | $312K | Reduce -2.6% |
| GSLC Goldman Activebeta US LC ETF | 0.06% | 2,181 | $309K | No change |
| XLRE SS Real Estate Select Sector | 0.06% | 7,002 | $308K | Reduce -2.4% |
| LLY Eli Lilly & Co. | 0.06% | 256 | $307K | Reduce -17.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.06% | 400 | $306K | Reduce -7.4% |
| BAC Bank of America Corp. | 0.06% | 5,360 | $305K | Reduce -16.0% |
| DE Deere & Co. | 0.06% | 480 | $305K | Add +1100.0% |
| OEF iShares S&P 100 ETF | 0.06% | 813 | $298K | Add +408.1% |
| SHOP Shopify Inc. Class A | 0.06% | 2,541 | $290K | Reduce -0.6% |
| AMAT Applied Materials Inc. | 0.05% | 381 | $275K | Reduce -26.2% |
| SPEM State Street SP PTF Em ETF | 0.05% | 5,060 | $262K | Add +2.4% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.05% | 4,862 | $259K | No change |
| V Visa Inc. Class A | 0.05% | 745 | $256K | Reduce -19.9% |
| INTC Intel Corp. | 0.05% | 1,813 | $253K | Add +74.8% |
| SCHK Schwab 1000 Index ETF | 0.05% | 6,906 | $249K | No change |
| IVW iShares S&P 500 Growth ETF | 0.05% | 1,808 | $249K | Add +0.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.05% | 2,062 | $245K | Reduce -1.6% |
| SMG Scotts Miracle-Gro Co. | 0.05% | 3,582 | $244K | Add +49.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.05% | 987 | $240K | Add +9.1% |
| QUAL iShares MSCI USA Quality Fac | 0.05% | 1,086 | $238K | Add +172.9% |
| MA Mastercard Inc. Class A | 0.05% | 461 | $237K | Reduce -14.5% |
| AMD Advanced Micro Devices | 0.05% | 394 | $229K | Reduce -35.4% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.04% | 4,269 | $225K | Reduce -7.3% |
| WMT Walmart Inc. | 0.04% | 1,963 | $222K | Reduce -31.3% |
| GLD SPDR Gold Shares | 0.04% | 585 | $216K | Reduce -10.8% |
| SILA Sila Realty Trust Inc. | 0.04% | 7,091 | $215K | Add +1.3% |
| CNI Canadian Natl Railway Co. | 0.04% | 1,791 | $214K | Add +0.5% |
| MRK Merck & Co. Inc. | 0.04% | 1,649 | $212K | Reduce -3.3% |
| HD Home Depot Inc. | 0.04% | 576 | $203K | Reduce -22.8% |
| CVX Chevron Corp. | 0.04% | 1,211 | $201K | Reduce -7.4% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $132K (not counted above)
Lines left out (12) · $2K — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| AZO AutoZone Inc. | COM | 0 | $2K |
| FN Fabrinet | SHS | 0 | $265 |
| TROW T Rowe Price Group Inc. | COM | 0 | $43 |
| STXF Strive 500 ETF | STRIVE 500 ETF | 0 | $25 |
| RPRX Royalty Pharma PLC Class A | SHS CLASS A | 0 | $8 |
| FNF Fidelity National Financial | COM SHS | 0 | $7 |
| FDEM Fidelity Emrg MRKT Multifact | EMERG MKTS MLTFT | 0 | $5 |
| BAM Brookfield Asset Mgmt-A | CL A LMT VTG SHS | 0 | $2 |
| GPN Global Payments Inc. | COM | 0 | $1 |
| GINN Goldman Sachs Innovate Eqty | INNOVAT EQ ETF | 0 | $1 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | CORE UNIVRSL USD | 0 | $1 |
| VRSK Verisk Analytics Inc. | COM | 0 | $1 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $503.9M.
Portfolio Sells Q1 2026 → Q2 2026
| AAPL Apple Inc. | Reduce -9.2% | 2.20% | −0.23 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.1% | 7.38% | −0.23 |
| OKE Oneok Inc. | Reduce -0.2% | 0.59% | −0.11 |
| NVDA Nvidia Corp. | Reduce -11.4% | 0.86% | −0.11 |
| PLTR Palantir Technologies Inc. Class A | Reduce -12.2% | 0.17% | −0.11 |
| RSP Invesco S&P 500 Equal Weight | Reduce -36.4% | 0.14% | −0.09 |
| MUB iShares National Muni Bond E | Reduce -2.8% | 0.55% | −0.09 |
| VOO Vanguard S&P 500 ETF | Reduce -2.3% | 4.54% | −0.09 |
| TSLA Tesla Inc. | Reduce -3.9% | 1.49% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -10.0% | 0.63% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -10.7% | 0.22% | −0.07 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.3% | 1.55% | −0.06 |
| DLN Wisdomtree US Largecap Divid | Sold out | 0.00% | −0.05 |
| QGRO American Century US Quality | Sold out | 0.00% | −0.05 |
| VNQ Vanguard Real Estate ETF | Reduce -0.8% | 0.78% | −0.05 |
| NFLX Netflix Inc. | Reduce -8.1% | 0.07% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -11.0% | 0.07% | −0.04 |
| ACM Aecom | Reduce -94.1% | 0.00% | −0.04 |
| WMT Walmart Inc. | Reduce -31.3% | 0.04% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -21.7% | 0.08% | −0.03 |
| LVHI Franklin International Low V | Sold out | 0.00% | −0.03 |
| SNOW Snowflake Inc. | Reduce -96.8% | 0.00% | −0.03 |
| CB Chubb Ltd. | Reduce -5.3% | 0.19% | −0.03 |
| IDMO Invesco S&P International DE | Sold out | 0.00% | −0.03 |
| SO The Southern Co. | Reduce -3.7% | 0.13% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -64.8% | 0.02% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -6.6% | 0.23% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -8.5% | 0.07% | −0.02 |
| RTX RTX Corp. | Reduce -13.9% | 0.06% | −0.02 |
| AVEM Avantis Emerging Markets Eq | Reduce -74.8% | 0.01% | −0.02 |
| CVX Chevron Corp. | Reduce -7.4% | 0.04% | −0.02 |
| GLD SPDR Gold Shares | Reduce -10.8% | 0.04% | −0.02 |
| JNJ Johnson & Johnson | Reduce -32.7% | 0.03% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.6% | 0.15% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.3% | 3.39% | −0.02 |
| AVIG Avantis Core Fixed Income | Sold out | 0.00% | −0.02 |
| MCD McDonald's Corp. | Reduce -21.0% | 0.02% | −0.02 |
| DFAI Dimensional International Co. | Sold out | 0.00% | −0.02 |
| HD Home Depot Inc. | Reduce -22.8% | 0.04% | −0.02 |
| AMGN Amgen Inc. | Reduce -10.3% | 0.06% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -25.9% | 0.02% | −0.02 |
| CRM Salesforce Inc. | Reduce -52.4% | 0.01% | −0.01 |
| C Citigroup Inc. | Reduce -59.1% | 0.01% | −0.01 |
| KO The Coca-Cola Co. | Reduce -51.5% | 0.01% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -9.7% | 0.03% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -14.5% | 0.05% | −0.01 |
| ABBV Abbvie Inc. | Reduce -16.8% | 0.07% | −0.01 |
| T AT&T Inc. | Reduce -41.1% | 0.01% | −0.01 |
| V Visa Inc. Class A | Reduce -19.9% | 0.05% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -18.9% | 0.03% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| IJR iShares Core S&P Small-Cap E | Add +4.9% | 14.45% | +1.23 |
| AVGO Broadcom Inc. | Add +60.0% | 1.57% | +0.65 |
| IEMG iShares Core MSCI Emerging | Add +3.5% | 5.61% | +0.39 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +17.6% | 2.10% | +0.32 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +2.9% | 5.98% | +0.20 |
| IVV iShares Core S&P 500 ETF | Add +2.8% | 6.36% | +0.19 |
| MSFT Microsoft Corp. | Add +39.7% | 0.87% | +0.16 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.7% | 0.95% | +0.11 |
| NTSK Netskope Inc. Class A | New | 0.10% | +0.10 |
| SCHA Schwab US Small-Cap ETF | Add +0.1% | 0.99% | +0.08 |
| SPCX Space Exploration Techn Class A | New | 0.07% | +0.07 |
| SCHX Schwab US Large-Cap ETF | Add +1.1% | 4.72% | +0.06 |
| DE Deere & Co. | Add +1100.0% | 0.06% | +0.06 |
| OEF iShares S&P 100 ETF | Add +408.1% | 0.06% | +0.05 |
| QQQM Invesco Nasdaq 100 ETF | Add +6.7% | 0.28% | +0.04 |
| INTC Intel Corp. | Add +74.8% | 0.05% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.3% | 2.35% | +0.04 |
| ITOT iShares Core S&P Total U.S. | Add +1.7% | 1.55% | +0.04 |
| SMH Vaneck Semiconductor ETF | Add +1.4% | 0.11% | +0.04 |
| COMP Compass Inc. Class A | New | 0.03% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +17.1% | 0.18% | +0.03 |
| QUAL iShares MSCI USA Quality Fac | Add +172.9% | 0.05% | +0.03 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Add +0.0% | 0.17% | +0.03 |
| DGRO iShares Core Dividend Growth | Add +584.0% | 0.03% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +14.8% | 0.20% | +0.02 |
| CGDV Cap Group Dividend Value | Add +5441.7% | 0.02% | +0.02 |
| XVV iShares ESG Select Screened | New | 0.02% | +0.02 |
| SMG Scotts Miracle-Gro Co. | Add +49.6% | 0.05% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +18.7% | 0.11% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Add +159.4% | 0.02% | +0.01 |
| MCHP Microchip Technology Inc. | Add +109.8% | 0.02% | +0.01 |
| JPST JPMorgan Ultra-Short Income | Add +1963.3% | 0.01% | +0.01 |
| AVDE Avantis International Equity | New | 0.01% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +39.4% | 0.02% | +0.01 |
| FRDM Freedom 100 Emeging MRKT ETF | New | 0.01% | +0.01 |
| STM Stmicroelectronics NV-NY SHS | Add +0.4% | 0.01% | +0.01 |
| AIRR First Trust Rba American Ind | New | 0.01% | +0.01 |
| UTG Reaves Utility Income Fund | New | 0.01% | +0.01 |
| TRV The Travelers Cos Inc. | Add +86.8% | 0.01% | +0.01 |
| GVI iShares Intermediate Governm | New | 0.01% | +0.01 |
| BUFR FT Vest Lad Buffervetf-Usd I | New | 0.01% | +0.01 |
| UCON First Trust Smith Unconstrai | New | 0.01% | +0.01 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.01% | +0.01 |
| GCOW Pacer Global Cash Cows Divid | New | 0.01% | +0.01 |
| SCHB Schwab US Broad Market ETF | Add +1.7% | 0.22% | +0.01 |
| AVUV Avantis US Small Cap Value | Add +148.9% | 0.01% | +0.01 |
| VXF Vanguard Extended Market ETF | Add +24.1% | 0.02% | +0.01 |
| SILA Sila Realty Trust Inc. | Add +1.3% | 0.04% | +0.01 |
| REMX Vaneck Rar Earth ND STG-Usdi | New | 0.01% | +0.01 |
| MTUM iShares MSCI USA Momentum Fa | Add +6.4% | 0.02% | +0.00 |
Notes & Other Activity Q1 2026 → Q2 2026
| TSLA Tesla Inc. | COM · principal | New | 300 | $126K |
| AZO AutoZone Inc. | COM | Reduce -100.0% | 0 | $2K |
| MKL Markel Group Inc. | COM | Sold out | 0 | $192before exit |
| TROW T Rowe Price Group Inc. | COM | Reduce -100.0% | 0 | $43 |
| VYMI Vanguard Int High DVD YLD Inc. | INTL HIGH ETF | Sold out | 0 | $24before exit |
| FESM Fidelity Enhanced Small Cap | ENHANCED SML CAP | Sold out | 0 | $14before exit |
| FNF Fidelity National Financial | COM SHS | Reduce -100.0% | 0 | $7 |
| FDEM Fidelity Emrg MRKT Multifact | EMERG MKTS MLTFT | Reduce -100.0% | 0 | $5 |
| VRSK Verisk Analytics Inc. | COM | Reduce -100.0% | 0 | $1 |
| GPN Global Payments Inc. | COM | Reduce -100.0% | 0 | $1 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,345 | $503.7M | IJR, AGG, VEA, IVV, VV |
| Q1 2026 | 1,480 | $440.1M | IJR, AGG, VEA, IVV, VV |
| Q4 2025 | 1,420 | $426.9M | IJR, AGG, VEA, IVV, VV |
| Q3 2025 | 1,347 | $399.5M | IJR, AGG, VEA, IVV, VV |
| Q2 2025 | 1,294 | $353.9M | IJR, AGG, VEA, IVV, VV |
| Q1 2025 | 1,265 | $299.6M | IJR, AGG, VEA, IVV, IEMG |
| Q4 2024 | 1,222 | $311.7M | IJR, AGG, IEMG, VEA, IVV |
| Q3 2024 | 1,297 | $301.1M | IJR, IEMG, AGG, VEA, IVV |
| Q2 2024 | 1,164 | $271.2M | IJR, IEMG, AGG, VEA, IVV |
| Q1 2024 | 1,289 | $262.5M | IJR, IEMG, AGG, VEA, IVV |