Arax Advisory Partners
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Arax Advisory Partners reported 2,654 stock positions worth $1.6 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 3.9% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 3.0%) and iShares 1-5Y Inv Grade (IGSB, 2.7%). Compared with Q4 2024, it opened 704 new positions, sold out of 463, added to 854 and reduced 893. The biggest buy was a new position in Avantis Core Fixed Income (AVIG) and the biggest sale Schwab US Large-Cap Growth (SCHG, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001586767
- Portfolio Value
- $1.6B (Q1 2025)
- SEC Filing
- 0001586767-25-000007 ↗ filed May 15, 2025
Holdings Value
Holdings 2,654 stocks · $1.6B
| VUG Vanguard Mrngstar GR ETF-Sui | 3.88% | 163,324 | $60.6M | Reduce -9.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.03% | 273,753 | $47.3M | Reduce -1.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.68% | 797,261 | $41.8M | Add +4.0% |
| SCHP Schwab U.S. Tips ETF | 2.67% | 1,547,088 | $41.6M | Add +11.3% |
| QQQ Invesco QQQ Trust Series 1 | 2.48% | 82,374 | $38.6M | Add +9.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.39% | 144,169 | $37.3M | Reduce -12.9% |
| RDVY First Trust Rising Dividend | 2.33% | 621,844 | $36.4M | Reduce -12.3% |
| AGG iShares Core U.S. Aggregate | 2.33% | 366,560 | $36.3M | Add +7.8% |
| FPE FT-Preferred Secur & Inc. ETF | 2.17% | 1,926,036 | $33.9M | Reduce -0.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.84% | 263,987 | $28.7M | Add +7.8% |
| VEA Vanguard Ftse Developed ETF | 1.81% | 556,529 | $28.3M | Add +4.8% |
| AVIG Avantis Core Fixed Income | 1.71% | 645,396 | $26.7M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 1.57% | 110,154 | $24.4M | Add +4.7% |
| VWO Vanguard Ftse Emerging Marke | 1.52% | 525,076 | $23.8M | Add +0.6% |
| AAPL Apple Inc. | 1.50% | 105,018 | $23.3M | Reduce -1.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.46% | 247,415 | $22.7M | Add +2444.1% |
| DFIC Dimensional International Co. | 1.42% | 794,397 | $22.1M | Reduce -0.4% |
| IVE iShares S&P 500 Value ETF | 1.35% | 110,493 | $21.1M | Reduce -2.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.32% | 74,787 | $20.6M | Reduce -7.3% |
| IWP iShares Russell Mid-Cap Grow | 1.30% | 172,014 | $20.2M | Reduce -2.8% |
| FTCS First Trust Capital Strength | 1.29% | 223,508 | $20.0M | Reduce -31.6% |
| FIXD First Trust Smith Opportunis | 1.28% | 454,617 | $19.9M | Add +6.2% |
| ICSH iShares Ultra Short Duration | 1.26% | 387,351 | $19.6M | Add +10185.5% |
| JPST JPMorgan Ultra-Short Income | 1.25% | 385,860 | $19.5M | Add +8846.4% |
| GSY Invesco Ultra Short Duration | 1.24% | 386,040 | $19.3M | Add +236734.4% |
| MUB iShares National Muni Bond E | 1.21% | 179,468 | $18.9M | Reduce -4.1% |
| FIW First Trust Water ETF | 1.15% | 178,668 | $18.0M | Add +3.5% |
| DFAS Dimensional US Small Cap ETF | 1.15% | 299,546 | $17.9M | Add +8.6% |
| DFGR Dim Global Real Estate ETF | 1.09% | 646,383 | $17.0M | Add +7.3% |
| AVLV Avantis US Large Cap Value | 1.07% | 255,094 | $16.6M | New |
| TFI SS SPDR N Ice Muni Bond ETF | 0.99% | 343,196 | $15.5M | Add +14.2% |
| DFEM Dimensional Emrg MRKT Core | 0.97% | 570,919 | $15.1M | Add +1.4% |
| AMZN Amazon.com Inc. | 0.88% | 72,271 | $13.8M | Add +4.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.86% | 367,934 | $13.4M | Reduce -26.7% |
| IMCG iShares Morningstar Mid-Cap | 0.85% | 185,219 | $13.2M | Add +13.8% |
| RDVI FT Vest Rising Dividend Achi | 0.80% | 524,753 | $12.4M | Reduce -49.4% |
| DFAU Dimensional US Core Equity M | 0.77% | 312,765 | $12.0M | New |
| DFAC Dimensional US Core Equity 2 | 0.75% | 352,694 | $11.6M | Add +267.8% |
| NVDA Nvidia Corp. | 0.69% | 99,264 | $10.8M | Add +9.1% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.69% | 83,451 | $10.8M | Add +10.0% |
| BSV Vanguard Short-Term Bond ETF | 0.59% | 117,998 | $9.2M | Add +4.9% |
| VYM Vanguard High DVD Yield ETF | 0.58% | 70,008 | $9.0M | Reduce -0.0% |
| MSFT Microsoft Corp. | 0.56% | 23,153 | $8.7M | Reduce -22.7% |
| LDSF First TR Low Duration St-ETF | 0.46% | 383,577 | $7.2M | Reduce -40.4% |
| FTCB FT Core Investment Grade ETF | 0.42% | 310,391 | $6.5M | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.41% | 25,139 | $6.3M | Reduce -54.6% |
| VOO Vanguard S&P 500 ETF | 0.41% | 12,310 | $6.3M | Add +70.4% |
| SDVY First Trust Smid Cap Rising | 0.39% | 181,949 | $6.1M | Add +64.3% |
| DFAI Dimensional International Co. | 0.38% | 189,381 | $5.9M | New |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.37% | 194,035 | $5.8M | Reduce -9.9% |
| SCHA Schwab US Small-Cap ETF | 0.36% | 241,669 | $5.7M | Add +15.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 9,996 | $5.6M | Add +37.8% |
| SCHD Schwab US DVD Equity ETF | 0.36% | 199,211 | $5.6M | Reduce -16.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.35% | 22,427 | $5.5M | Reduce -19.0% |
| WCMI FT WCM International ETF | 0.34% | 370,084 | $5.2M | Reduce -39.3% |
| V Visa Inc. Class A | 0.33% | 14,532 | $5.1M | Reduce -15.8% |
| GOOG Alphabet Inc. Class C | 0.33% | 32,511 | $5.1M | Add +66.6% |
| META Meta Platforms Inc. Class A | 0.32% | 8,588 | $4.9M | Add +8.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.32% | 26,390 | $4.9M | Add +6.0% |
| BIV Vanguard Intermediate-Term B | 0.31% | 62,974 | $4.8M | Add +56.1% |
| LMBS First Trust Low Duration Opp | 0.30% | 94,701 | $4.7M | Reduce -24.0% |
| SPEM State Street SP PTF Em ETF | 0.30% | 117,633 | $4.6M | Reduce -44.7% |
| DFCF Dimensional Core Fixed Inc. | 0.29% | 109,341 | $4.6M | Reduce -84.7% |
| JPM JPMorgan Chase & Co. | 0.29% | 18,129 | $4.4M | Reduce -5.4% |
| FDL First Trust Morn DVD Lead Inc. | 0.28% | 102,277 | $4.4M | Add +11.2% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.28% | 142,647 | $4.4M | Add +10.5% |
| GOOGL Alphabet Inc. Class A | 0.28% | 28,336 | $4.4M | Reduce -12.5% |
| FLXR TCW Flexible Income ETF | 0.27% | 105,611 | $4.1M | New |
| XOM Exxon Mobil Corp. | 0.26% | 34,292 | $4.1M | Reduce -12.5% |
| MA Mastercard Inc. Class A | 0.26% | 7,420 | $4.1M | Reduce -13.5% |
| VNQ Vanguard Real Estate ETF | 0.25% | 43,425 | $3.9M | Add +0.8% |
| SCHB Schwab US Broad Market ETF | 0.25% | 180,135 | $3.9M | Add +2.0% |
| ITOT iShares Core S&P Total U.S. | 0.25% | 31,451 | $3.8M | Reduce -3.4% |
| IAU iShares Gold Trust | 0.24% | 64,631 | $3.8M | Reduce -11.8% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.24% | 48,492 | $3.8M | Add +5.0% |
| TSLA Tesla Inc. | 0.24% | 14,651 | $3.8M | Add +9.7% |
| DFLV Dim US Large Cap Value ETF | 0.24% | 121,308 | $3.7M | Reduce -81.2% |
| DVY iShares Select Dividend ETF | 0.23% | 27,248 | $3.7M | Reduce -4.6% |
| MS Morgan Stanley | 0.22% | 29,463 | $3.4M | Add +1779.0% |
| NFLX Netflix Inc. | 0.22% | 3,644 | $3.4M | Reduce -22.4% |
| FEMS First Trust Emerging Markets | 0.21% | 89,324 | $3.3M | Add +12.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.21% | 34,906 | $3.3M | Reduce -9.1% |
| FTSM First Trust Enh Short Mat FD | 0.20% | 53,280 | $3.2M | Reduce -17.6% |
| NORTHERN LTS FD TR IV | 0.20% | 113,389 | $3.1M | Reduce -13.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.20% | 63,849 | $3.1M | Add +8.5% |
| SPGI S&P Global Inc. | 0.20% | 6,128 | $3.1M | Reduce -28.7% |
| SMTH Alps SMTH Cor BD Plus ETF | 0.19% | 113,619 | $2.9M | New |
| AVGO Broadcom Inc. | 0.18% | 17,054 | $2.9M | Add +47.4% |
| SGOV iShares 0-3 Month Treasury B | 0.18% | 27,777 | $2.8M | Reduce -18.8% |
| JNJ Johnson & Johnson | 0.18% | 16,768 | $2.8M | Reduce -2.3% |
| TFX Teleflex Inc. | 0.17% | 19,634 | $2.7M | Add +0.4% |
| MCD McDonald's Corp. | 0.17% | 8,531 | $2.7M | Reduce -18.0% |
| FVD First Trust Value Line DVD | 0.17% | 59,758 | $2.7M | Add +267.7% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.17% | 52,411 | $2.6M | Reduce -34.9% |
| TIP iShares Tips Bond ETF | 0.17% | 23,431 | $2.6M | Reduce -11.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 51,885 | $2.6M | Add +13.7% |
| ABBV Abbvie Inc. | 0.16% | 12,163 | $2.5M | Add +19.9% |
| COST Costco Wholesale Corp. | 0.16% | 2,669 | $2.5M | Reduce -41.9% |
| AFGR First Trust Active Factor La | 0.16% | 92,389 | $2.5M | Add +0.5% |
| VIG Vanguard Dividend Apprec ETF | 0.16% | 12,999 | $2.5M | Reduce -3.0% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $27K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CELH Celsius Holdings Inc. | COM NEW · principal | 503 | $18K | New |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 77 | $5K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 144 | $4K | Reduce -7.7% |
| ISPOW Inspirato -CW30 | *W EXP 02/11/202 | 2,400 | $19 | New |
Lines left out (1) · $3 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| ANGL Vaneck Fallen Angel High YLD | FALLEN ANGEL HG | 0 | $3 |
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: $1.6B.
Portfolio Sells Q4 2024 → Q1 2025
| SCHG Schwab US Large-Cap Growth | Reduce -90.8% | 0.15% | −1.60 |
| DFCF Dimensional Core Fixed Inc. | Reduce -84.7% | 0.29% | −1.56 |
| IWO iShares Russell 2000 Growth | Reduce -96.3% | 0.05% | −1.42 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -96.1% | 0.05% | −1.31 |
| IWN iShares Russell 2000 Value E | Reduce -95.8% | 0.05% | −1.29 |
| DFLV Dim US Large Cap Value ETF | Reduce -81.2% | 0.24% | −0.98 |
| RDVI FT Vest Rising Dividend Achi | Reduce -49.4% | 0.80% | −0.79 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -9.5% | 3.88% | −0.78 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -54.6% | 0.41% | −0.57 |
| FTCS First Trust Capital Strength | Reduce -31.6% | 1.29% | −0.52 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -12.9% | 2.39% | −0.36 |
| RDVY First Trust Rising Dividend | Reduce -12.3% | 2.33% | −0.30 |
| LDSF First TR Low Duration St-ETF | Reduce -40.4% | 0.46% | −0.30 |
| LGOV First TR Long Duration O-ETF | Reduce -84.9% | 0.06% | −0.29 |
| MSFT Microsoft Corp. | Reduce -22.7% | 0.56% | −0.24 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -26.7% | 0.86% | −0.22 |
| SPEM State Street SP PTF Em ETF | Reduce -44.7% | 0.30% | −0.22 |
| AAPL Apple Inc. | Reduce -1.9% | 1.50% | −0.19 |
| WCMI FT WCM International ETF | Reduce -39.3% | 0.34% | −0.17 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -7.3% | 1.32% | −0.15 |
| IUSG iShares Core S&P U.S. Growth | Reduce -48.2% | 0.13% | −0.14 |
| IWP iShares Russell Mid-Cap Grow | Reduce -2.8% | 1.30% | −0.12 |
| VTIP Vanguard Short-Term Tips | Reduce -99.0% | 0.00% | −0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -12.5% | 0.28% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -41.9% | 0.16% | −0.10 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -19.0% | 0.35% | −0.09 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -34.9% | 0.17% | −0.08 |
| HD Home Depot Inc. | Reduce -38.8% | 0.12% | −0.08 |
| LMBS First Trust Low Duration Opp | Reduce -24.0% | 0.30% | −0.08 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -33.2% | 0.16% | −0.08 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -99.2% | 0.00% | −0.07 |
| UPS United Parcel Service Class B | Reduce -39.0% | 0.08% | −0.07 |
| SPGI S&P Global Inc. | Reduce -28.7% | 0.20% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.06 |
| GFEB FT Vest US Equity Moderate B | Sold out | 0.00% | −0.06 |
| WMT Walmart Inc. | Reduce -35.8% | 0.10% | −0.06 |
| PEP Pepsico Inc. | Reduce -38.5% | 0.10% | −0.06 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -97.2% | 0.00% | −0.06 |
| LEGR First Trust Indxx Innovative | Reduce -91.8% | 0.01% | −0.06 |
| ARVR First Trust Indxx Metaverse | Reduce -93.0% | 0.00% | −0.06 |
| ROBT First Trust Nasdaq Artificia | Reduce -91.7% | 0.00% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -16.6% | 0.36% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -23.7% | 0.15% | −0.05 |
| CMG Chipotle Mexican Grill Inc. | Reduce -46.5% | 0.04% | −0.05 |
| NFLX Netflix Inc. | Reduce -22.4% | 0.22% | −0.05 |
| CRM Salesforce Inc. | Reduce -29.3% | 0.06% | −0.05 |
| XSEP FT Vest U.S. Equity Enhance | Sold out | 0.00% | −0.04 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -9.9% | 0.37% | −0.04 |
| QCLN First Trust Nasdaq Clean Edg | Reduce -90.5% | 0.00% | −0.04 |
| NORTHERN LTS FD TR IV | Reduce -13.0% | 0.20% | −0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| AVIG Avantis Core Fixed Income | New | 1.71% | +1.71 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +2444.1% | 1.46% | +1.40 |
| ICSH iShares Ultra Short Duration | Add +10185.5% | 1.26% | +1.25 |
| GSY Invesco Ultra Short Duration | Add +236734.4% | 1.24% | +1.24 |
| JPST JPMorgan Ultra-Short Income | Add +8846.4% | 1.25% | +1.24 |
| AVLV Avantis US Large Cap Value | New | 1.07% | +1.07 |
| DFAU Dimensional US Core Equity M | New | 0.77% | +0.77 |
| DFAC Dimensional US Core Equity 2 | Add +267.8% | 0.75% | +0.54 |
| FTCB FT Core Investment Grade ETF | New | 0.42% | +0.42 |
| SCHP Schwab U.S. Tips ETF | Add +11.3% | 2.67% | +0.41 |
| DFAI Dimensional International Co. | New | 0.38% | +0.38 |
| FLXR TCW Flexible Income ETF | New | 0.27% | +0.27 |
| AGG iShares Core U.S. Aggregate | Add +7.8% | 2.33% | +0.25 |
| VEA Vanguard Ftse Developed ETF | Add +4.8% | 1.81% | +0.22 |
| MS Morgan Stanley | Add +1779.0% | 0.22% | +0.21 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +7.8% | 1.84% | +0.19 |
| SMTH Alps SMTH Cor BD Plus ETF | New | 0.19% | +0.19 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +4.0% | 2.68% | +0.18 |
| VOO Vanguard S&P 500 ETF | Add +70.4% | 0.41% | +0.16 |
| DFAE Dimensional Emerging Core Eq | New | 0.16% | +0.16 |
| SDVY First Trust Smid Cap Rising | Add +64.3% | 0.39% | +0.14 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +14.2% | 0.99% | +0.13 |
| FVD First Trust Value Line DVD | Add +267.7% | 0.17% | +0.13 |
| FIXD First Trust Smith Opportunis | Add +6.2% | 1.28% | +0.12 |
| DFGR Dim Global Real Estate ETF | Add +7.3% | 1.09% | +0.12 |
| BIV Vanguard Intermediate-Term B | Add +56.1% | 0.31% | +0.12 |
| XSVM Invesco S&P Smallcap Value W | Add +581.8% | 0.13% | +0.11 |
| XMHQ Invesco S&P Midcap Qual ETF | New | 0.11% | +0.11 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.10% | +0.10 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +10.0% | 0.69% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +66.6% | 0.33% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +37.8% | 0.36% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | Add +0.6% | 1.52% | +0.08 |
| IMCG iShares Morningstar Mid-Cap | Add +13.8% | 0.85% | +0.07 |
| CSCO Cisco Systems Inc. | Add +136.2% | 0.12% | +0.07 |
| IVW iShares S&P 500 Growth ETF | Add +266.3% | 0.10% | +0.07 |
| DUHP Dimensional US High Profi Et | New | 0.07% | +0.07 |
| T AT&T Inc. | Add +58.1% | 0.13% | +0.06 |
| MDT Medtronic PLC | Add +409.0% | 0.07% | +0.06 |
| CB Chubb Ltd. | Add +114.4% | 0.10% | +0.06 |
| VGIT Vanguard Intermediate-Term T | Add +205.9% | 0.08% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +9.3% | 2.48% | +0.05 |
| BLOK Amplify Blockchain Tech ETF | New | 0.05% | +0.05 |
| FDL First Trust Morn DVD Lead Inc. | Add +11.2% | 0.28% | +0.05 |
| MO Altria Group Inc. | Add +136.4% | 0.08% | +0.05 |
| ABBV Abbvie Inc. | Add +19.9% | 0.16% | +0.05 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +50.1% | 0.15% | +0.05 |
| UCON First Trust Smith Unconstrai | Add +267.3% | 0.07% | +0.05 |
| AIQ Global X Art Intel & Tech | Add +2503.0% | 0.05% | +0.05 |
| IGV iShares Expanded Tech-Softwa | New | 0.05% | +0.05 |
Notes & Other Activity Q4 2024 → Q1 2025
| CELH Celsius Holdings Inc. | COM NEW · principal | New | 503 | $18K |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Reduce -7.7% | 144 | $4K |
| ISPOW Inspirato -CW30 | *W EXP 02/11/202 | New | 2,400 | $19 |
| ANGL Vaneck Fallen Angel High YLD | FALLEN ANGEL HG | New | 0 | $3 |
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 | 5,078 | $15.1B | SPY, AAPL, IVV, VUG, NVDA |
| Q1 2026 | 3,760 | $3.5B | VUG, VTV, IVV, QQQ, DYNF |
| Q4 2025 | 4,066 | $3.4B | VUG, VTV, AAPL, QQQ, SPY |
| Q3 2025 | 3,596 | $7.0B | OEF, VOO, DFAI, KORP, QQQ |
| Q2 2025 | 3,022 | $2.2B | VUG, VTV, QQQ, VO, IGSB |
| Q1 2025 | 2,654 | $1.6B | VUG, VTV, IGSB, SCHP, QQQ |
| Q4 2024 | 2,411 | $1.6B | VUG, VTV, VO, RDVY, IGSB |
| Q3 2024 | 2,612 | $1.1B | VTV, IGSB, SCHP, VUG, QQQ |
| Q2 2024 | 2,537 | $1.0B | IGSB, VUG, QQQ, VTV, SCHP |
| Q1 2024 | 1,310 | $948.1M | IGSB, VUG, VTV, QQQ, SCHP |