Abound Wealth Management
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 10, 2025), Abound Wealth Management reported 1,347 stock positions worth $399.5 million. Its top holding was iShares Core S&P Small-Cap E (IJR) at 12.1% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 10.6%) and Vanguard Ftse Developed ETF (VEA, 7.6%). Compared with Q2 2025, it opened 113 new positions, sold out of 59, added to 327 and reduced 125. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +111%) and the biggest sale iShares Core MSCI Emerging (IEMG, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKLIN, TN
- CIK
- 0001950323
- Portfolio Value
- $399.5M (Q3 2025)
- SEC Filing
- 0001950323-25-000013 ↗ filed Oct 10, 2025
Holdings Value
Holdings 1,347 stocks · $399.5M
| IJR iShares Core S&P Small-Cap E | 12.14% | 408,195 | $48.5M | Add +5.4% |
| AGG iShares Core U.S. Aggregate | 10.56% | 420,665 | $42.2M | Add +3.7% |
| VEA Vanguard Ftse Developed ETF | 7.63% | 508,918 | $30.5M | Add +2.6% |
| IVV iShares Core S&P 500 ETF | 6.52% | 38,925 | $26.1M | Add +4.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 6.08% | 78,842 | $24.3M | Add +0.4% |
| SCHX Schwab US Large-Cap ETF | 5.20% | 789,205 | $20.8M | Add +0.5% |
| IEMG iShares Core MSCI Emerging | 5.11% | 309,886 | $20.4M | Reduce -1.6% |
| VOO Vanguard S&P 500 ETF | 4.76% | 31,063 | $19.0M | Add +10.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 4.25% | 66,802 | $17.0M | Add +2.0% |
| VTI VG Morningstar TS MKT ETF-US | 3.57% | 43,464 | $14.3M | Add +1.8% |
| AAPL Apple Inc. | 2.48% | 38,940 | $9.9M | Reduce -2.7% |
| IEFA iShares Core MSCI Eafe ETF | 2.44% | 111,649 | $9.7M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.28% | 13,646 | $9.1M | Add +111.0% |
| TSLA Tesla Inc. | 2.05% | 18,451 | $8.2M | Reduce -4.5% |
| VWO Vanguard Ftse Emerging Marke | 1.77% | 130,607 | $7.1M | Reduce -0.5% |
| ITOT iShares Core S&P Total U.S. | 1.34% | 36,803 | $5.4M | Add +0.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.25% | 63,872 | $5.0M | Add +18.3% |
| AVGO Broadcom Inc. | 1.06% | 12,786 | $4.2M | Add +1.2% |
| NVDA Nvidia Corp. | 0.98% | 21,038 | $3.9M | Add +1.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.97% | 6,453 | $3.9M | Add +82.1% |
| SCHA Schwab US Small-Cap ETF | 0.94% | 135,142 | $3.8M | Reduce -0.5% |
| VNQ Vanguard Real Estate ETF | 0.93% | 40,598 | $3.7M | Reduce -0.3% |
| MSFT Microsoft Corp. | 0.80% | 6,150 | $3.2M | Add +2.1% |
| MUB iShares National Muni Bond E | 0.71% | 26,809 | $2.9M | Add +3.9% |
| FBTC Fidelity Wise Origin Bitcoin | 0.68% | 27,318 | $2.7M | Add +5.8% |
| AMZN Amazon.com Inc. | 0.67% | 12,216 | $2.7M | Add +13.5% |
| OKE Oneok Inc. | 0.61% | 33,310 | $2.4M | No change |
| GOOGL Alphabet Inc. Class A | 0.40% | 6,594 | $1.6M | Add +25.8% |
| META Meta Platforms Inc. Class A | 0.39% | 2,128 | $1.6M | Add +3.7% |
| SCHF Schwab Intl Equity ETF | 0.35% | 59,755 | $1.4M | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 0.35% | 5,692 | $1.4M | Reduce -11.4% |
| JPM JPMorgan Chase & Co. | 0.28% | 3,564 | $1.1M | Add +2.8% |
| BND Vanguard Total Bond Market | 0.25% | 13,618 | $1.0M | Add +92.6% |
| ACWI iShares MSCI Acwi ETF | 0.22% | 6,490 | $897K | Add +14322.2% |
| QQQM Invesco Nasdaq 100 ETF | 0.21% | 3,475 | $859K | Add +20.2% |
| RSP Invesco S&P 500 Equal Weight | 0.19% | 4,025 | $763K | Add +0.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.19% | 1 | $754K | No change |
| SCHB Schwab US Broad Market ETF | 0.18% | 27,784 | $714K | Add +4.0% |
| COST Costco Wholesale Corp. | 0.18% | 765 | $708K | Reduce -1.5% |
| SO The Southern Co. | 0.17% | 7,118 | $675K | Add +0.5% |
| PG The Procter & Gamble Co. | 0.16% | 4,212 | $647K | Add +3.2% |
| AFL Aflac Inc. | 0.16% | 5,708 | $638K | Reduce -9.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 1,307 | $627K | Add +42.7% |
| NFLX Netflix Inc. | 0.16% | 519 | $622K | Add +3.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.13% | 2,840 | $530K | Add +0.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.12% | 18,775 | $494K | Reduce -17.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.12% | 14,379 | $480K | Reduce -13.8% |
| VGT Vanguard Info Tech ETF | 0.11% | 613 | $458K | Add +94.0% |
| IJH iShares Core S&P Midcap ETF | 0.11% | 6,508 | $425K | Add +2.9% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.10% | 2,931 | $393K | Add +0.1% |
| MSTR Strategy Inc. | 0.10% | 1,189 | $383K | Add +2.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 1,288 | $378K | Add +315.5% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 1,668 | $360K | Add +36.0% |
| ABBV Abbvie Inc. | 0.09% | 1,538 | $356K | Add +0.5% |
| XOM Exxon Mobil Corp. | 0.08% | 2,965 | $334K | Reduce -0.1% |
| SHOP Shopify Inc. Class A | 0.08% | 2,235 | $332K | Add +2.1% |
| ZION Zions Bancorp NA | 0.08% | 5,523 | $312K | Reduce -24.5% |
| SNOW Snowflake Inc. | 0.08% | 1,365 | $308K | Add +0.1% |
| V Visa Inc. Class A | 0.08% | 879 | $300K | Add +16.1% |
| IWB iShares Russell 1000 ETF | 0.07% | 817 | $298K | Reduce -0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 5,609 | $289K | Add +3.2% |
| WMT Walmart Inc. | 0.07% | 2,782 | $287K | Add +33.4% |
| AMGN Amgen Inc. | 0.07% | 1,012 | $285K | Add +5.3% |
| SMH Vaneck Semiconductor ETF | 0.07% | 848 | $277K | Add +4.2% |
| ABNB Airbnb Inc. Class A | 0.07% | 2,264 | $275K | Reduce -12.3% |
| HD Home Depot Inc. | 0.07% | 677 | $274K | Add +6.3% |
| RTX RTX Corp. | 0.07% | 1,604 | $268K | Add +4.4% |
| MA Mastercard Inc. Class A | 0.06% | 441 | $251K | Add +26.0% |
| ISRG Intuitive Surgical Inc. | 0.06% | 556 | $249K | Add +9.4% |
| SCHD Schwab US DVD Equity ETF | 0.06% | 8,981 | $245K | Add +201.5% |
| ORCL Oracle Corp. | 0.06% | 867 | $244K | Add +2.6% |
| FTEC Fidelity MSCI Info Tech Indx | 0.06% | 1,096 | $243K | Add +8.1% |
| OZ Belpointe Prep LLC Class A | 0.06% | 3,645 | $233K | No change |
| CSCO Cisco Systems Inc. | 0.06% | 3,263 | $223K | Add +2.8% |
| SPEM State Street SP PTF Em ETF | 0.06% | 4,728 | $221K | Add +0.1% |
| KAT Scharf ETF | 0.06% | 3,911 | $220K | New |
| PLTR Palantir Technologies Inc. Class A | 0.05% | 1,185 | $216K | Add +46.1% |
| VOOG Vanguard S&P 500 Growth ETF | 0.05% | 493 | $215K | Add +348.2% |
| CAT Caterpillar Inc. | 0.05% | 445 | $212K | Add +11.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.05% | 432 | $212K | Add +0.9% |
| WDAY Workday Inc. Class A | 0.05% | 863 | $208K | Reduce -14.6% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.05% | 6,639 | $207K | Reduce -21.4% |
| CRM Salesforce Inc. | 0.05% | 870 | $206K | Add +16.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 719 | $203K | Add +3.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.05% | 968 | $202K | Add +11.8% |
| WFC Wells Fargo & Co. | 0.05% | 2,322 | $195K | Add +5.8% |
| LLY Eli Lilly & Co. | 0.05% | 252 | $193K | Add +28.6% |
| BIV Vanguard Intermediate-Term B | 0.05% | 2,312 | $181K | Add +110.0% |
| JNJ Johnson & Johnson | 0.04% | 941 | $175K | Add +4.6% |
| CDNS Cadence Design SYS Inc. | 0.04% | 487 | $171K | Add +0.2% |
| SILA Sila Realty Trust Inc. | 0.04% | 6,773 | $170K | Add +1.6% |
| ANET Arista Networks Inc. | 0.04% | 1,156 | $168K | Add +0.4% |
| CNI Canadian Natl Railway Co. | 0.04% | 1,768 | $167K | Add +0.9% |
| EFA iShares MSCI Eafe ETF | 0.04% | 1,786 | $167K | Reduce -56.6% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 1,348 | $163K | Reduce -8.9% |
| MCD McDonald's Corp. | 0.04% | 526 | $160K | Add +4.4% |
| ORLY O'reilly Automotive Inc. | 0.04% | 1,375 | $148K | Add +9.7% |
| XLRE SS Real Estate Select Sector | 0.04% | 3,443 | $145K | Add +0.8% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 481 | $145K | Add +0.6% |
| VSGX Vanguard ESG Intl Stock ETF | 0.04% | 2,031 | $141K | Add +0.3% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $85 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 3 | $77 | No change |
| CLEARBRIDGE ENERGY MI-RT | RIGHT 10/10/2025 | 381 | $8 | New |
Lines left out (9) · $149 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| ARES Ares Management Corp. Class A | CL A COM STK | 0 | $39 |
| EVRG Evergy Inc. | COM | 0 | $32 |
| STXF Strive 500 ETF | STRIVE 500 ETF | 0 | $22 |
| CHD Church & Dwight Co. Inc. | COM | 0 | $22 |
| DFAE Dimensional Emerging Core Eq | EMGR CRE EQT MNG | 0 | $14 |
| CNP Centerpoint Energy Inc. | COM | 0 | $12 |
| RPRX Royalty Pharma PLC Class A | SHS CLASS A | 0 | $5 |
| BAM Brookfield Asset Mgmt-A | CL A LMT VTG SHS | 0 | $2 |
| GINN Goldman Sachs Innovate Eqty | INNOVAT EQ ETF | 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: $399.5M.
Portfolio Sells Q2 2025 → Q3 2025
| IEMG iShares Core MSCI Emerging | Reduce -1.6% | 5.11% | −0.23 |
| MO Altria Group Inc. | Reduce -95.2% | 0.01% | −0.10 |
| VNQ Vanguard Real Estate ETF | Reduce -0.3% | 0.93% | −0.10 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.5% | 1.77% | −0.06 |
| EFA iShares MSCI Eafe ETF | Reduce -56.6% | 0.04% | −0.06 |
| BABA Alibaba Group Holding-SP ADR | Reduce -98.8% | 0.00% | −0.05 |
| VCIT Vanguard Int-Term Corporate | Reduce -97.5% | 0.00% | −0.04 |
| ADBE Adobe Inc. | Reduce -69.3% | 0.01% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -1.5% | 0.18% | −0.04 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | Sold out | 0.00% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -50.2% | 0.03% | −0.03 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Reduce -61.1% | 0.02% | −0.03 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -17.7% | 0.12% | −0.03 |
| SCHF Schwab Intl Equity ETF | Reduce -2.1% | 0.35% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -45.6% | 0.03% | −0.03 |
| ZION Zions Bancorp NA | Reduce -24.5% | 0.08% | −0.03 |
| AFL Aflac Inc. | Reduce -9.5% | 0.16% | −0.03 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Reduce -56.9% | 0.02% | −0.03 |
| ABNB Airbnb Inc. Class A | Reduce -12.3% | 0.07% | −0.03 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -41.8% | 0.03% | −0.03 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.5% | 0.94% | −0.03 |
| GLD SPDR Gold Shares | Reduce -91.5% | 0.00% | −0.02 |
| JMUB JPMorgan Municipal ETF | Sold out | 0.00% | −0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -13.8% | 0.12% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -90.4% | 0.00% | −0.02 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -53.8% | 0.02% | −0.02 |
| QJUN FT Vest Nasdaq-100 Buffer Et | Sold out | 0.00% | −0.02 |
| DJUN FT Vest US Equity Deep Buffe | Sold out | 0.00% | −0.02 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -21.4% | 0.05% | −0.02 |
| WDAY Workday Inc. Class A | Reduce -14.6% | 0.05% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -14.9% | 0.02% | −0.02 |
| PWOD Penns Woods Bancorp Inc. | Sold out | 0.00% | −0.02 |
| IAU iShares Gold Trust | Reduce -98.5% | 0.00% | −0.01 |
| DJUL FT Vest US Equity Deep Buffe | Sold out | 0.00% | −0.01 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.01 |
| ABT Abbott Laboratories | Reduce -19.0% | 0.03% | −0.01 |
| VDE Vanguard Energy ETF | Reduce -71.3% | 0.00% | −0.01 |
| PICK iShares MSCI Global Metals & | Sold out | 0.00% | −0.01 |
| XJUL FT Vest US Equity Enhance & | Sold out | 0.00% | −0.01 |
| TFI SS SPDR N Ice Muni Bond ETF | Sold out | 0.00% | −0.01 |
| GJUL FT Vest US Equity Moderate B | Sold out | 0.00% | −0.01 |
| PGX Invesco Preferred ETF | Sold out | 0.00% | −0.01 |
| KHC The Kraft Heinz Co. | Reduce -86.2% | 0.00% | −0.01 |
| OTIS Otis Worldwide Corp. | Reduce -42.0% | 0.01% | −0.01 |
| FHLC Fidelity MSCI Health Care | Reduce -67.7% | 0.00% | −0.01 |
| CARR Carrier Global Corp. | Reduce -2.5% | 0.02% | −0.01 |
| FJUL FT Vest US Equity Buffer ETF | Sold out | 0.00% | −0.01 |
| SMAY FT Vest U.S. Small Cap Moder | Sold out | 0.00% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.08% | −0.01 |
| SCHH Schwab US REIT ETF | Reduce -50.9% | 0.01% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +111.0% | 2.28% | +1.15 |
| QQQ Invesco QQQ Trust Series 1 | Add +82.1% | 0.97% | +0.42 |
| VOO Vanguard S&P 500 ETF | Add +10.4% | 4.76% | +0.25 |
| ACWI iShares MSCI Acwi ETF | Add +14322.2% | 0.22% | +0.22 |
| IJR iShares Core S&P Small-Cap E | Add +5.4% | 12.14% | +0.18 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +18.3% | 1.25% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +25.8% | 0.40% | +0.14 |
| BND Vanguard Total Bond Market | Add +92.6% | 0.25% | +0.11 |
| AVGO Broadcom Inc. | Add +1.2% | 1.06% | +0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +315.5% | 0.09% | +0.07 |
| VGT Vanguard Info Tech ETF | Add +94.0% | 0.11% | +0.06 |
| KAT Scharf ETF | New | 0.06% | +0.06 |
| NVDA Nvidia Corp. | Add +1.0% | 0.98% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +42.7% | 0.16% | +0.04 |
| VOOG Vanguard S&P 500 Growth ETF | Add +348.2% | 0.05% | +0.04 |
| SCHD Schwab US DVD Equity ETF | Add +201.5% | 0.06% | +0.04 |
| DFUS Dimensional US Eq MKT ETF | New | 0.03% | +0.03 |
| QQQM Invesco Nasdaq 100 ETF | Add +20.2% | 0.21% | +0.03 |
| CPS Cooper-Standard Holding | New | 0.03% | +0.03 |
| DFUV Dimensional US Marketwide Va | New | 0.03% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +6818.2% | 0.03% | +0.03 |
| DFAT Dimensional US Target Value | New | 0.02% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +46.1% | 0.05% | +0.02 |
| DFAC Dimensional US Core Equity 2 | Add +209.8% | 0.03% | +0.02 |
| DFAS Dimensional US Small Cap ETF | New | 0.02% | +0.02 |
| IVE iShares S&P 500 Value ETF | Add +377.0% | 0.03% | +0.02 |
| BIV Vanguard Intermediate-Term B | Add +110.0% | 0.05% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +36.0% | 0.09% | +0.02 |
| EEM iShares MSCI Emerging Market | Add +305.2% | 0.02% | +0.02 |
| SCHG Schwab US Large-Cap Growth | Add +103.1% | 0.03% | +0.02 |
| TQQQ Proshares Ultrapro QQQ | New | 0.02% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +4.9% | 6.52% | +0.01 |
| WMT Walmart Inc. | Add +33.4% | 0.07% | +0.01 |
| NWBI Northwest Bancshares Inc. | New | 0.01% | +0.01 |
| SHOP Shopify Inc. Class A | Add +2.1% | 0.08% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +63.4% | 0.02% | +0.01 |
| TIP iShares Tips Bond ETF | New | 0.01% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.01% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +552.9% | 0.01% | +0.01 |
| AZN Astrazeneca PLC-Spons ADR | Add +1767.9% | 0.01% | +0.01 |
| CAT Caterpillar Inc. | Add +11.3% | 0.05% | +0.01 |
| IDV iShares International Select | New | 0.01% | +0.01 |
| ANET Arista Networks Inc. | Add +0.4% | 0.04% | +0.01 |
| ORCL Oracle Corp. | Add +2.6% | 0.06% | +0.01 |
| ABBV Abbvie Inc. | Add +0.5% | 0.09% | +0.01 |
| IYW iShares Ustechnology ETF | New | 0.01% | +0.01 |
| TOTL SS Doubleline TR Tact ETF | New | 0.01% | +0.01 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +150.4% | 0.01% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +59.1% | 0.02% | +0.01 |
| BKF iShares MSCI Bic ETF | New | 0.01% | +0.01 |
Notes & Other Activity Q2 2025 → Q3 2025
| ARES Ares Management Corp. Class A | CL A COM STK | New | 0 | $39 |
| EVRG Evergy Inc. | COM | New | 0 | $32 |
| CHD Church & Dwight Co. Inc. | COM | New | 0 | $22 |
| CNP Centerpoint Energy Inc. | COM | New | 0 | $12 |
| CLEARBRIDGE ENERGY MI-RT | RIGHT 10/10/2025 | New | 381 | $8 |
| RPRX Royalty Pharma PLC Class A | SHS CLASS A | New | 0 | $5 |
| BAM Brookfield Asset Mgmt-A | CL A LMT VTG SHS | Reduce -100.0% | 0 | $2 |
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 |