Ameritas Advisory Services, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Ameritas Advisory Services, LLC reported 1,073 stock positions worth $2.6 billion. Its top holding was Apple (AAPL) at 3.0% of the portfolio, followed by Janus Henderson Aaa Clo ETF (JAAA, 2.0%) and Wisdomtree International Hed (IHDG, 1.8%). Compared with Q4 2025, it opened 212 new positions, sold out of 63, added to 324 and reduced 490. The biggest buy was Columbia Resear Enh Cor ETF (RECS, shares +59%) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- Lincoln, NE
- CIK
- 0001901275
- Portfolio Value
- $2.6B (Q1 2026)
- SEC Filing
- 0001901275-26-000006 ↗ filed May 12, 2026
Holdings Value
Holdings 1,073 stocks · $2.6B
| AAPL Apple Inc. | 3.00% | 303,411 | $77.0M | Reduce -1.0% |
| JAAA Janus Henderson Aaa Clo ETF | 2.01% | 1,023,378 | $51.5M | Add +3.4% |
| IHDG Wisdomtree International Hed | 1.82% | 973,021 | $46.9M | Reduce -13.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.68% | 74,676 | $43.1M | Reduce -24.3% |
| VOO Vanguard S&P 500 ETF | 1.66% | 71,295 | $42.6M | Add +1.0% |
| FDRR Fidelity Div ETF Rise Rates | 1.64% | 717,397 | $42.2M | Reduce -3.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.63% | 428,327 | $41.9M | Reduce -3.3% |
| IWF iShares Russell 1000 Growth | 1.56% | 93,934 | $40.1M | Add +1.2% |
| FBND Fidelity Total Bond ETF | 1.39% | 782,368 | $35.7M | Add +1.4% |
| NVDA Nvidia Corp. | 1.30% | 191,465 | $33.4M | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 1.22% | 48,117 | $31.4M | Reduce -10.1% |
| MTUM iShares MSCI USA Momentum Fa | 1.19% | 127,082 | $30.5M | Reduce -4.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.16% | 45,863 | $29.8M | Add +1.4% |
| VDE Vanguard Energy ETF | 1.08% | 159,944 | $27.7M | Reduce -18.4% |
| RECS Columbia Resear Enh Cor ETF | 1.06% | 701,242 | $27.3M | Add +59.3% |
| MSFT Microsoft Corp. | 1.02% | 70,611 | $26.1M | Add +2.4% |
| AGOX Adaptive Alpha Opportunities | 0.99% | 955,033 | $25.4M | Reduce -0.9% |
| VHT Vanguard Health Care ETF | 0.94% | 88,637 | $24.1M | Reduce -5.1% |
| VIS Vanguard Industrials ETF | 0.89% | 73,426 | $22.9M | Reduce -6.0% |
| VPU Vanguard Utilities ETF | 0.88% | 114,715 | $22.7M | Reduce -6.1% |
| VAW Vanguard Materials ETF | 0.88% | 100,000 | $22.5M | Reduce -6.3% |
| VGT Vanguard Info Tech ETF | 0.83% | 30,523 | $21.3M | Reduce -19.9% |
| VDC Vanguard Consumer Staple ETF | 0.82% | 93,779 | $21.1M | Reduce -4.9% |
| VNQ Vanguard Real Estate ETF | 0.81% | 233,851 | $20.7M | Add +19.5% |
| QUAL iShares MSCI USA Quality Fac | 0.80% | 106,709 | $20.5M | Reduce -34.7% |
| PULS Pgim Ultra Short Bond ETF | 0.80% | 413,088 | $20.4M | Add +8.4% |
| STPZ PIMCO 1-5 Year US Tips Index | 0.77% | 365,080 | $19.8M | Add +0.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.76% | 53,214 | $19.6M | Reduce -4.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.76% | 40,703 | $19.5M | Add +5.7% |
| AVGO Broadcom Inc. | 0.74% | 61,772 | $19.1M | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | 0.74% | 283,111 | $19.1M | Reduce -16.7% |
| GOOGL Alphabet Inc. Class A | 0.74% | 66,077 | $19.0M | Reduce -3.1% |
| SCHD Schwab US DVD Equity ETF | 0.72% | 605,960 | $18.6M | Reduce -22.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.70% | 56,176 | $18.0M | Reduce -5.9% |
| PAVE Global X US Infrastructure | 0.69% | 350,534 | $17.8M | Reduce -3.8% |
| VOX Vanguard Communication Servi | 0.68% | 97,790 | $17.6M | Reduce -24.1% |
| VCR Vanguard Consumer Discre ETF | 0.68% | 48,418 | $17.4M | Reduce -22.2% |
| AMZN Amazon.com Inc. | 0.66% | 81,148 | $16.9M | Add +1.1% |
| XLK SS Technology Select Sector | 0.66% | 126,685 | $16.8M | Reduce -3.2% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.65% | 390,736 | $16.6M | Add +56.6% |
| VFH Vanguard Financials ETF | 0.62% | 132,878 | $16.1M | Reduce -24.2% |
| IDMO Invesco S&P International DE | 0.61% | 285,535 | $15.7M | Add +78.8% |
| PAAA Pgim Aaa Clo ETF | 0.61% | 304,930 | $15.6M | Reduce -31.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.61% | 79,297 | $15.6M | Reduce -1.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.56% | 50,409 | $14.5M | Add +22.2% |
| TSLA Tesla Inc. | 0.55% | 38,356 | $14.3M | Reduce -1.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.54% | 152,771 | $14.0M | Add +50.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.53% | 52,151 | $13.7M | Reduce -3.1% |
| SRLN SS Blackstone Sr Loan ETF | 0.53% | 339,968 | $13.6M | Reduce -25.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.51% | 224,069 | $13.0M | Add +6.7% |
| VTIP Vanguard Short-Term Tips | 0.50% | 258,409 | $12.9M | Add +68.4% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.50% | 88,083 | $12.8M | Reduce -1.4% |
| XLRE SS Real Estate Select Sector | 0.47% | 292,879 | $12.0M | Reduce -0.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.45% | 95,633 | $11.6M | Reduce -2.3% |
| FIW First Trust Water ETF | 0.44% | 110,833 | $11.4M | Reduce -0.3% |
| OUNZ Vaneck Merk Gold ETF | 0.44% | 250,987 | $11.3M | Reduce -5.0% |
| VIG Vanguard Dividend Apprec ETF | 0.43% | 51,348 | $11.0M | Reduce -2.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.41% | 24,210 | $10.6M | Add +0.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.41% | 132,714 | $10.6M | Reduce -4.5% |
| GLD SPDR Gold Shares | 0.40% | 23,796 | $10.2M | Reduce -10.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.40% | 22,076 | $10.2M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.39% | 17,693 | $10.1M | Add +2.7% |
| JPM JPMorgan Chase & Co. | 0.38% | 33,566 | $9.9M | Reduce -2.5% |
| WMT Walmart Inc. | 0.38% | 79,087 | $9.8M | Reduce -1.9% |
| MINT PIMCO Enhanced Short Maturit | 0.38% | 97,682 | $9.8M | Add +1.3% |
| JQUA JPMorgan US Quality Factor | 0.38% | 159,817 | $9.8M | Reduce -15.7% |
| JPST JPMorgan Ultra-Short Income | 0.36% | 183,920 | $9.3M | Add +1.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.36% | 116,984 | $9.3M | Add +913.0% |
| VYM Vanguard High DVD Yield ETF | 0.36% | 62,595 | $9.3M | Reduce -4.3% |
| CAT Caterpillar Inc. | 0.36% | 12,998 | $9.2M | Reduce -3.5% |
| IDEV iShares Core MSCI Dev MKTS | 0.35% | 107,759 | $9.0M | Reduce -2.4% |
| VGSH Vanguard Short-Term Treasury | 0.35% | 153,357 | $9.0M | Add +1896.3% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.34% | 287,517 | $8.8M | New |
| IJR iShares Core S&P Small-Cap E | 0.34% | 70,070 | $8.7M | Reduce -5.5% |
| IVW iShares S&P 500 Growth ETF | 0.34% | 76,938 | $8.7M | Reduce -13.4% |
| PDBC Invesco Optimum Yield Divers | 0.34% | 498,704 | $8.6M | Reduce -5.7% |
| BIV Vanguard Intermediate-Term B | 0.34% | 111,574 | $8.6M | Reduce -25.4% |
| IEMG iShares Core MSCI Emerging | 0.33% | 122,279 | $8.5M | Reduce -2.5% |
| FTSM First Trust Enh Short Mat FD | 0.33% | 140,408 | $8.4M | Add +3.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.32% | 44,150 | $8.1M | Reduce -6.3% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.31% | 81,105 | $8.1M | Add +29.6% |
| VEA Vanguard Ftse Developed ETF | 0.31% | 122,603 | $7.9M | Reduce -2.9% |
| SGOV iShares 0-3 Month Treasury B | 0.30% | 77,440 | $7.8M | Add +6.0% |
| SCHG Schwab US Large-Cap Growth | 0.30% | 265,590 | $7.7M | Add +1.3% |
| BLV Vanguard Long-Term Bond ETF | 0.30% | 110,414 | $7.6M | Reduce -26.2% |
| IOO iShares Global 100 ETF | 0.29% | 61,358 | $7.4M | Reduce -6.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.29% | 33,868 | $7.4M | Reduce -6.6% |
| SLV iShares Silver Trust | 0.28% | 104,233 | $7.1M | Reduce -17.6% |
| FDLO Fidelity Low Volat Fact ETF | 0.27% | 106,641 | $6.9M | Reduce -3.6% |
| QQQM Invesco Nasdaq 100 ETF | 0.27% | 28,865 | $6.9M | Add +15.9% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.26% | 131,344 | $6.6M | Add +1501.4% |
| GLDM SPDR Gold Minishares Trust | 0.26% | 71,086 | $6.6M | Reduce -3.3% |
| PHYS Sprott Physical Gold Trust | 0.25% | 182,244 | $6.5M | Reduce -10.3% |
| AVUV Avantis US Small Cap Value | 0.25% | 57,861 | $6.4M | Add +0.6% |
| IQLT iShares MSCI International Q | 0.25% | 138,093 | $6.4M | Reduce -3.5% |
| UPS United Parcel Service Class B | 0.25% | 64,383 | $6.3M | Reduce -0.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.25% | 69,590 | $6.3M | Reduce -4.4% |
| JNK SS SPDR BB High Yield Bond | 0.24% | 65,601 | $6.3M | Reduce -3.2% |
| GOOG Alphabet Inc. Class C | 0.24% | 21,407 | $6.1M | Reduce -1.1% |
| LLY Eli Lilly & Co. | 0.23% | 6,547 | $6.0M | Reduce -1.4% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $9.0M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 3,838 | $4.6M | Reduce -1.2% |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 3,800 | $4.4M | Reduce -0.7% |
Total filed on the 13F, all lines: $2.6B.
Portfolio Sells Q4 2025 → Q1 2026
| QQQ Invesco QQQ Trust Series 1 | Reduce -24.3% | 1.68% | −0.59 |
| QUAL iShares MSCI USA Quality Fac | Reduce -34.7% | 0.80% | −0.42 |
| VFH Vanguard Financials ETF | Reduce -24.2% | 0.62% | −0.25 |
| VOX Vanguard Communication Servi | Reduce -24.1% | 0.68% | −0.25 |
| PAAA Pgim Aaa Clo ETF | Reduce -31.5% | 0.61% | −0.25 |
| VGT Vanguard Info Tech ETF | Reduce -19.9% | 0.83% | −0.25 |
| VCR Vanguard Consumer Discre ETF | Reduce -22.2% | 0.68% | −0.24 |
| IHDG Wisdomtree International Hed | Reduce -13.5% | 1.82% | −0.23 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -25.1% | 0.53% | −0.17 |
| IVV iShares Core S&P 500 ETF | Reduce -10.1% | 1.22% | −0.15 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -3.3% | 1.63% | −0.14 |
| LMBS First Trust Low Duration Opp | Reduce -41.9% | 0.20% | −0.13 |
| AAPL Apple Inc. | Reduce -1.0% | 3.00% | −0.12 |
| TBLL Invesco Short Term Treasury | Sold out | 0.00% | −0.11 |
| BIV Vanguard Intermediate-Term B | Reduce -25.4% | 0.34% | −0.10 |
| TSLA Tesla Inc. | Reduce -1.2% | 0.55% | −0.10 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -4.1% | 0.76% | −0.10 |
| IJH iShares Core S&P Midcap ETF | Reduce -16.7% | 0.74% | −0.10 |
| BLV Vanguard Long-Term Bond ETF | Reduce -26.2% | 0.30% | −0.09 |
| SCHD Schwab US DVD Equity ETF | Reduce -22.8% | 0.72% | −0.08 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -29.8% | 0.17% | −0.08 |
| EDV Vanguard Extended Dur Treas | Reduce -39.8% | 0.13% | −0.08 |
| IVW iShares S&P 500 Growth ETF | Reduce -13.4% | 0.34% | −0.07 |
| JQUA JPMorgan US Quality Factor | Reduce -15.7% | 0.38% | −0.07 |
| VHT Vanguard Health Care ETF | Reduce -5.1% | 0.94% | −0.07 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -4.9% | 1.19% | −0.07 |
| FICO Fair Isaac Corp. | Reduce -0.1% | 0.12% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -3.1% | 0.74% | −0.06 |
| AVGO Broadcom Inc. | Reduce -0.3% | 0.74% | −0.06 |
| V Visa Inc. Class A | Reduce -23.3% | 0.13% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -13.8% | 0.21% | −0.06 |
| FDRR Fidelity Div ETF Rise Rates | Reduce -3.4% | 1.64% | −0.05 |
| ORCL Oracle Corp. | Reduce -14.4% | 0.11% | −0.05 |
| XLK SS Technology Select Sector | Reduce -3.2% | 0.66% | −0.05 |
| QQEW First TR Nasdaq-100 Sel Eq | Sold out | 0.00% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.9% | 0.70% | −0.05 |
| VST Vistra Corp. | Sold out | 0.00% | −0.05 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.05 |
| JGLO JPMorgan GLBL SLCT Eq ETF | Reduce -20.1% | 0.17% | −0.04 |
| HEQT Simplify Hedged Equity ETF | Reduce -28.7% | 0.11% | −0.04 |
| SSO Proshares Ultra S&P500 | Sold out | 0.00% | −0.04 |
| AGOX Adaptive Alpha Opportunities | Reduce -0.9% | 0.99% | −0.04 |
| HIMU iShares High Yild Muni A ETF | Reduce -34.4% | 0.08% | −0.04 |
| AGG iShares Core U.S. Aggregate | Reduce -59.5% | 0.03% | −0.04 |
| LULU Lululemon Athletica Inc. | Reduce -1.2% | 0.11% | −0.03 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -53.1% | 0.03% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -1.4% | 0.23% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -2.5% | 0.38% | −0.03 |
| CRM Salesforce Inc. | Reduce -29.2% | 0.03% | −0.03 |
| SLV iShares Silver Trust | Reduce -17.6% | 0.28% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| RECS Columbia Resear Enh Cor ETF | Add +59.3% | 1.06% | +0.39 |
| FLRN SS SPDR BB Ig Float RT ETF | New | 0.34% | +0.34 |
| VGSH Vanguard Short-Term Treasury | Add +1896.3% | 0.35% | +0.33 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +913.0% | 0.36% | +0.33 |
| IDMO Invesco S&P International DE | Add +78.8% | 0.61% | +0.28 |
| XHLF Bondbloxx BBG 6 MTH US Treas | Add +1501.4% | 0.26% | +0.24 |
| CGDV Cap Group Dividend Value | Add +56.6% | 0.65% | +0.24 |
| VTIP Vanguard Short-Term Tips | Add +68.4% | 0.50% | +0.22 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +50.8% | 0.54% | +0.20 |
| VNQ Vanguard Real Estate ETF | Add +19.5% | 0.81% | +0.16 |
| JAAA Janus Henderson Aaa Clo ETF | Add +3.4% | 2.01% | +0.13 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +22.2% | 0.56% | +0.11 |
| FXF Invesco Currencyshares Swiss | New | 0.09% | +0.09 |
| PULS Pgim Ultra Short Bond ETF | Add +8.4% | 0.80% | +0.09 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +29.6% | 0.31% | +0.08 |
| STLD Steel Dynamics Inc. | Add +590.1% | 0.08% | +0.07 |
| FLOT iShares Floating Rate Bond E | Add +188.1% | 0.11% | +0.07 |
| CLOA iShares Aaa Clo Act ETF-Usdi | New | 0.06% | +0.06 |
| PUSH Pgim Ultra SHRT MNPL BND ETF | New | 0.06% | +0.06 |
| FBND Fidelity Total Bond ETF | Add +1.4% | 1.39% | +0.06 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.06% | +0.06 |
| XLE SS Energy Select Sector | Add +32.9% | 0.12% | +0.06 |
| PVAL Putnam Focused LRG Cap Value | Add +120.6% | 0.09% | +0.05 |
| VNLA Janus Henderson Short Durati | New | 0.05% | +0.05 |
| CMI Cummins Inc. | Add +122.9% | 0.08% | +0.05 |
| COMT iShares Gsci Commodity Dynam | New | 0.05% | +0.05 |
| CGUI Cap Group Ultra Short Income | Add +300.9% | 0.06% | +0.05 |
| ICSH iShares Ultra Short Duration | Add +37.6% | 0.15% | +0.04 |
| SHLD Global X Defense Tech ETF | New | 0.04% | +0.04 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +65.7% | 0.11% | +0.04 |
| USDU Wisdomtree BBG Usd Bullish | New | 0.04% | +0.04 |
| DXJ Wisdomtree Japan Hedged Eq | New | 0.04% | +0.04 |
| RPV Invesco S&P 500 Pure Value E | New | 0.04% | +0.04 |
| JSCP JPMorgan Short Duration Core | New | 0.04% | +0.04 |
| IWY iShares Russell Top 200 Grow | New | 0.04% | +0.04 |
| MU Micron Technology Inc. | Add +161.5% | 0.05% | +0.04 |
| STPZ PIMCO 1-5 Year US Tips Index | Add +0.1% | 0.77% | +0.04 |
| EIX Edison International | Add +186.5% | 0.05% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.7% | 0.76% | +0.03 |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | New | 0.03% | +0.03 |
| FTGC First Trust Global Tactical | Add +9.5% | 0.11% | +0.03 |
| QQQM Invesco Nasdaq 100 ETF | Add +15.9% | 0.27% | +0.03 |
| SYSB iShares Systematic Bond ETF | New | 0.03% | +0.03 |
| HHH Howard Hughes Holdings Inc. | New | 0.03% | +0.03 |
| EZU iShares MSCI Eurozone ETF | Add +43.4% | 0.10% | +0.03 |
| SHY iShares 1-3 Year Treasury Bo | Add +27.3% | 0.13% | +0.03 |
| ASHR Xtrackers Harvest Csi 300 CH | New | 0.03% | +0.03 |
| AVUV Avantis US Small Cap Value | Add +0.6% | 0.25% | +0.03 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +6.7% | 0.51% | +0.03 |
| SGOV iShares 0-3 Month Treasury B | Add +6.0% | 0.30% | +0.03 |
Notes & Other Activity Q4 2025 → Q1 2026
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -1.2% | 3,838 | $4.6M |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -0.7% | 3,800 | $4.4M |
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 | 1,934 | $4.9B | AAPL, JAAA, SPYG, IVV, IWF |
| Q1 2026 | 1,073 | $2.6B | AAPL, JAAA, IHDG, QQQ, VOO |
| Q4 2025 | 924 | $2.7B | AAPL, QQQ, IHDG, JAAA, SPYG |
| Q3 2025 | 2,098 | $1.5B | QQQ, IVV, AAPL, IWF, MSFT |
| Q2 2025 | 2,829 | $1.9B | IHDG, SPYG, JAAA, IWF, QQQ |
| Q1 2025 | 856 | $2.5B | IHDG, QQQ, SPYG, QUAL, JAAA |
| Q4 2024 | 870 | $2.9B | AAPL, QQQ, IHDG, SPYG, IVV |
| Q3 2024 | 843 | $2.3B | IHDG, QQQ, SCHD, SPYG, QUAL |
| Q2 2024 | 895 | $2.7B | AAPL, QQQ, SCHD, IHDG, IVV |
| Q1 2024 | 870 | $2.4B | AAPL, QQQ, SCHD, IHDG, IVV |