Avantax Advisory Services, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), Avantax Advisory Services, Inc. reported 1,638 stock positions worth $11.3 billion. Its top holding was Vanguard Russell 1000 Growth (VONG) at 8.3% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 7.9%) and Schwab US DVD Equity ETF (SCHD, 5.6%). Compared with Q4 2023, it opened 172 new positions, sold out of 103, added to 791 and reduced 626. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +47%) and the biggest sale Hartford Multifact Dev MRKT (RODM, shares −91%).
- Most Recent 13F
- Q2 2025
- Location
- DALLAS, TX
- CIK
- 0001303042
- Portfolio Value
- $11.3B (Q1 2024)
- SEC Filing
- 0001085146-24-002310 ↗ filed May 8, 2024
Holdings Value
Holdings 1,638 stocks · $11.3B
| VONG Vanguard Russell 1000 Growth | 8.28% | 10,765,467 | $933.0M | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 7.89% | 1,691,770 | $889.4M | Add +1.9% |
| SCHD Schwab US DVD Equity ETF | 5.56% | 7,775,195 | $626.9M | Add +4.0% |
| IEFA iShares Core MSCI Eafe ETF | 3.63% | 5,509,677 | $408.9M | Add +46.7% |
| BSV Vanguard Short-Term Bond ETF | 3.57% | 5,241,494 | $401.9M | Add +1.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.28% | 2,271,534 | $369.9M | Add +5.7% |
| AGG iShares Core U.S. Aggregate | 3.12% | 3,588,772 | $351.5M | Add +2.1% |
| IWM iShares Russell 2000 ETF | 1.54% | 826,965 | $173.9M | Reduce -5.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.52% | 327,058 | $171.1M | Add +10.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.40% | 354,193 | $157.3M | Add +3.8% |
| AAPL Apple Inc. | 1.29% | 850,135 | $145.8M | Add +2.0% |
| MSFT Microsoft Corp. | 1.07% | 286,682 | $120.6M | Add +7.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.02% | 334,939 | $115.3M | Add +27.7% |
| MUB iShares National Muni Bond E | 0.92% | 966,004 | $103.9M | Add +13.0% |
| NVDA Nvidia Corp. | 0.85% | 105,936 | $95.7M | Reduce -12.4% |
| IWR iShares Russell Mid-Cap ETF | 0.78% | 1,043,472 | $87.7M | Reduce -10.1% |
| IJR iShares Core S&P Small-Cap E | 0.70% | 708,800 | $78.3M | Add +1.3% |
| IEMG iShares Core MSCI Emerging | 0.67% | 1,459,280 | $75.3M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 0.65% | 403,246 | $72.7M | Add +5.7% |
| COWZ Pacer US Cash Cows 100 ETF | 0.61% | 1,184,871 | $68.9M | Add +63.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.59% | 159,343 | $67.0M | Add +5.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 257,119 | $66.8M | Add +6.5% |
| VNQ Vanguard Real Estate ETF | 0.58% | 752,822 | $65.1M | Add +1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.52% | 253,843 | $58.0M | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 0.51% | 120,507 | $57.9M | Reduce -3.0% |
| IVW iShares S&P 500 Growth ETF | 0.41% | 551,873 | $46.6M | Add +59.5% |
| IWF iShares Russell 1000 Growth | 0.41% | 138,084 | $46.5M | Add +115.5% |
| IYW iShares Ustechnology ETF | 0.41% | 342,524 | $46.3M | Add +82.4% |
| XOM Exxon Mobil Corp. | 0.41% | 395,025 | $45.9M | Add +5.5% |
| JEPI JPMorgan Equity Premium Inco | 0.40% | 779,442 | $45.1M | Add +14.2% |
| SCHG Schwab US Large-Cap Growth | 0.40% | 485,942 | $45.1M | Add +28.7% |
| JPST JPMorgan Ultra-Short Income | 0.40% | 888,619 | $44.8M | Reduce -0.2% |
| IWY iShares Russell Top 200 Grow | 0.39% | 227,212 | $44.3M | Add +36.9% |
| XLK SS Technology Select Sector | 0.39% | 208,677 | $43.5M | Add +6.7% |
| VEA Vanguard Ftse Developed ETF | 0.38% | 844,249 | $42.4M | Add +6.9% |
| JPM JPMorgan Chase & Co. | 0.35% | 195,655 | $39.2M | Add +1.0% |
| DSTL Distillate US Fundamental St | 0.34% | 719,473 | $38.8M | Add +46.5% |
| GOOG Alphabet Inc. Class C | 0.34% | 250,987 | $38.2M | Reduce -0.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.34% | 832,448 | $38.0M | Add +39.2% |
| SCZ iShares MSCI Eafe Small-Cap | 0.32% | 564,086 | $35.7M | Add +6.5% |
| XLV SS Health Care Select Sector | 0.30% | 227,397 | $33.6M | Add +10.5% |
| NOBL Proshares S&P 500 Dividend A | 0.30% | 329,450 | $33.4M | Add +0.3% |
| VGT Vanguard Info Tech ETF | 0.29% | 62,566 | $32.8M | Add +11.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.29% | 315,748 | $32.8M | Add +2.4% |
| JHMM John Hancock Multi Fact Mid | 0.29% | 566,744 | $32.5M | Add +1.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.29% | 176,467 | $32.2M | Add +24.2% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 527,411 | $32.0M | Reduce -2.6% |
| FVD First Trust Value Line DVD | 0.28% | 758,283 | $32.0M | Reduce -32.1% |
| VYM Vanguard High DVD Yield ETF | 0.28% | 263,416 | $31.9M | Reduce -1.7% |
| BIV Vanguard Intermediate-Term B | 0.28% | 422,609 | $31.9M | Add +1.3% |
| V Visa Inc. Class A | 0.28% | 111,353 | $31.1M | Add +2.1% |
| QUAL iShares MSCI USA Quality Fac | 0.27% | 183,045 | $30.1M | Add +2.9% |
| VOOV Vanguard S&P 500 Value ETF | 0.26% | 165,069 | $29.8M | Add +181.9% |
| LLY Eli Lilly & Co. | 0.26% | 37,373 | $29.1M | Reduce 0.0% |
| IVE iShares S&P 500 Value ETF | 0.26% | 154,926 | $28.9M | Add +63.3% |
| WMT Walmart Inc. | 0.25% | 476,280 | $28.7M | Add +14.7% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 156,811 | $28.6M | Add +9.2% |
| GOOGL Alphabet Inc. Class A | 0.25% | 188,338 | $28.4M | Add +1.0% |
| IMCG iShares Morningstar Mid-Cap | 0.25% | 398,204 | $28.1M | Add +19.9% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.24% | 559,531 | $27.5M | Add +52.4% |
| PG The Procter & Gamble Co. | 0.24% | 169,251 | $27.5M | Add +4.6% |
| ILCG iShares Morningstar Growth E | 0.24% | 362,035 | $27.3M | Reduce -3.3% |
| FMB First Trust Managed Municipa | 0.24% | 524,971 | $27.0M | Add +44.5% |
| RDVY First Trust Rising Dividend | 0.24% | 476,820 | $26.8M | Add +93.0% |
| DGRO iShares Core Dividend Growth | 0.23% | 438,092 | $25.4M | Reduce -6.8% |
| OUSM Alps Oshares US Small-Cap Qu | 0.23% | 596,693 | $25.4M | Add +96.0% |
| FIXD First Trust Smith Opportunis | 0.22% | 576,992 | $25.2M | Add +11.2% |
| DGRW Wisdomtree U.S. Quality Divi | 0.22% | 327,974 | $25.0M | Add +12.8% |
| COST Costco Wholesale Corp. | 0.22% | 33,539 | $24.6M | Add +12.0% |
| IUSV iShares Core S&P U.S. Value | 0.22% | 269,448 | $24.4M | Add +2.7% |
| ABBV Abbvie Inc. | 0.22% | 133,677 | $24.3M | Reduce -3.7% |
| LRGE Clearbridge Large Cap Growth | 0.21% | 356,341 | $23.9M | Reduce -23.0% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.21% | 197,106 | $23.6M | Reduce -4.0% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.21% | 213,358 | $23.5M | Add +61.4% |
| XLE SS Energy Select Sector | 0.21% | 248,282 | $23.4M | Reduce -16.5% |
| IUSG iShares Core S&P U.S. Growth | 0.21% | 197,416 | $23.1M | Reduce -0.0% |
| META Meta Platforms Inc. Class A | 0.20% | 47,331 | $23.0M | Add +13.4% |
| HD Home Depot Inc. | 0.20% | 59,899 | $23.0M | Add +0.7% |
| FTCS First Trust Capital Strength | 0.20% | 266,330 | $22.8M | Add +5.0% |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 133,282 | $22.6M | Add +0.6% |
| CVX Chevron Corp. | 0.20% | 142,692 | $22.5M | Reduce -9.7% |
| VZ Verizon Communications Inc. | 0.20% | 524,709 | $22.0M | Add +2.0% |
| GLD SPDR Gold Shares | 0.20% | 106,914 | $22.0M | Reduce -0.6% |
| SPGP Invesco S&P 500 Garp ETF | 0.19% | 205,782 | $21.9M | Reduce -4.0% |
| VHT Vanguard Health Care ETF | 0.19% | 80,585 | $21.8M | Add +14.6% |
| FTSM First Trust Enh Short Mat FD | 0.19% | 362,373 | $21.6M | Add +10.5% |
| IOO iShares Global 100 ETF | 0.19% | 238,628 | $21.3M | Add +49.1% |
| PEP Pepsico Inc. | 0.19% | 121,121 | $21.2M | Add +2.8% |
| JNJ Johnson & Johnson | 0.19% | 133,300 | $21.1M | Reduce -4.6% |
| SCHF Schwab Intl Equity ETF | 0.19% | 534,390 | $20.9M | Add +75.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.18% | 82,479 | $20.6M | Reduce -19.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.18% | 246,439 | $20.6M | Reduce -15.2% |
| WM Waste Management Inc. | 0.18% | 94,612 | $20.2M | Add +6.0% |
| XLF SS Financial Select Sector | 0.17% | 464,587 | $19.6M | Add +18.9% |
| VWO Vanguard Ftse Emerging Marke | 0.17% | 456,920 | $19.1M | Add +5.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.17% | 362,939 | $18.7M | Add +83.6% |
| UNH Unitedhealth Group Inc. | 0.17% | 37,630 | $18.6M | Add +15.6% |
| MCD McDonald's Corp. | 0.16% | 65,663 | $18.5M | Add +37.2% |
| LMT Lockheed Martin Corp. | 0.16% | 40,376 | $18.4M | Add +4.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.16% | 46,004 | $18.3M | Add +2.3% |
Options reported separately and not counted above: MSTR calls ($402K), MARA calls ($131K), TSM calls ($75K), MSFT calls ($66K), NVO calls ($46K), AMD calls ($37K), VRT calls ($23K), BABA calls ($11K), B calls ($6K), PLTR calls ($675), PATH calls ($670).
Other holdings (1): bonds, preferreds, convertibles and warrants · $3K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| AMPX.WS Amprius Technologies Inc. | *W EXP 09/14/202 | 10,000 | $3K | No change |
Total filed on the 13F, all lines: $11.3B.
Portfolio Sells Q4 2023 → Q1 2024
| RODM Hartford Multifact Dev MRKT | Reduce -91.1% | 0.11% | −1.25 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -85.0% | 0.03% | −0.22 |
| IWM iShares Russell 2000 ETF | Reduce -5.4% | 1.54% | −0.20 |
| FVD First Trust Value Line DVD | Reduce -32.1% | 0.28% | −0.17 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -56.9% | 0.10% | −0.16 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -54.2% | 0.08% | −0.12 |
| IWR iShares Russell Mid-Cap ETF | Reduce -10.1% | 0.78% | −0.12 |
| TFLO iShares Treasury Floating Ra | Reduce -70.9% | 0.04% | −0.11 |
| DWMF Wisdomtree International Mul | Reduce -50.0% | 0.09% | −0.11 |
| HMOP Hartford Municipal Opp ETF | Reduce -51.0% | 0.08% | −0.10 |
| ROUS Hartford Multifact US Eqty | Reduce -43.2% | 0.12% | −0.09 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -40.4% | 0.09% | −0.08 |
| ISCB iShares Morningstar SM Cap | Reduce -75.5% | 0.02% | −0.08 |
| ILCV iShares Morningstar Value Et | Reduce -42.7% | 0.09% | −0.07 |
| DEM Wisdomtree Emerging Markets | Reduce -35.4% | 0.10% | −0.07 |
| TDV Proshares S&P Tech DVD Arist | Reduce -84.3% | 0.01% | −0.07 |
| IEMG iShares Core MSCI Emerging | Reduce -0.3% | 0.67% | −0.07 |
| IWC iShares Micro-Cap ETF | Reduce -32.8% | 0.11% | −0.06 |
| CSCO Cisco Systems Inc. | Reduce -28.4% | 0.11% | −0.06 |
| LRGE Clearbridge Large Cap Growth | Reduce -23.0% | 0.21% | −0.06 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Reduce -49.9% | 0.05% | −0.06 |
| CVS CVS Health Corp. | Reduce -46.4% | 0.05% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -19.6% | 0.18% | −0.05 |
| CDC Victoryshares US Eq Income E | Reduce -26.5% | 0.12% | −0.05 |
| JPST JPMorgan Ultra-Short Income | Reduce -0.2% | 0.40% | −0.05 |
| EFV iShares MSCI Eafe Value ETF | Reduce -18.7% | 0.14% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -15.2% | 0.18% | −0.04 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -43.5% | 0.04% | −0.04 |
| BA The Boeing Co. | Reduce -9.9% | 0.06% | −0.04 |
| ADBE Adobe Inc. | Reduce -14.8% | 0.07% | −0.04 |
| XLE SS Energy Select Sector | Reduce -16.5% | 0.21% | −0.04 |
| BLV Vanguard Long-Term Bond ETF | Reduce -56.3% | 0.02% | −0.04 |
| VFMV Vanguard US Minimum Volatili | Reduce -76.1% | 0.01% | −0.04 |
| ESGU iShares ESG Aware MSCI USA | Reduce -30.9% | 0.08% | −0.04 |
| CVX Chevron Corp. | Reduce -9.7% | 0.20% | −0.03 |
| JNJ Johnson & Johnson | Reduce -4.6% | 0.19% | −0.03 |
| TLT iShares 20+ Year Treasury BD | Reduce -6.2% | 0.12% | −0.03 |
| GDX Vaneck Gold Miners ETF | Reduce -41.4% | 0.03% | −0.03 |
| IWD iShares Russell 1000 Value E | Reduce -16.6% | 0.11% | −0.03 |
| PDBC Invesco Optimum Yield Divers | Reduce -77.0% | 0.01% | −0.03 |
| OEF iShares S&P 100 ETF | Reduce -37.4% | 0.04% | −0.03 |
| VTWO Vanguard Russell 2000 ETF | Reduce -34.9% | 0.04% | −0.03 |
| DGRO iShares Core Dividend Growth | Reduce -6.8% | 0.23% | −0.03 |
| DBC Invesco DB Commodity Index T | Reduce -62.6% | 0.01% | −0.03 |
| IMCV iShares Morningstar Mid-Cap | Reduce -36.1% | 0.04% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -3.0% | 0.51% | −0.02 |
| INTC Intel Corp. | Reduce -2.1% | 0.08% | −0.02 |
| USFR Wisdomtree Floating Rate Tre | Reduce -9.9% | 0.10% | −0.02 |
| T AT&T Inc. | Reduce -16.1% | 0.08% | −0.02 |
| MAIN Main Street Capital Corp. | Reduce -74.9% | 0.01% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| IEFA iShares Core MSCI Eafe ETF | Add +46.7% | 3.63% | +1.01 |
| COWZ Pacer US Cash Cows 100 ETF | Add +63.5% | 0.61% | +0.24 |
| IWF iShares Russell 1000 Growth | Add +115.5% | 0.41% | +0.22 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +27.7% | 1.02% | +0.21 |
| IYW iShares Ustechnology ETF | Add +82.4% | 0.41% | +0.18 |
| VOOV Vanguard S&P 500 Value ETF | Add +181.9% | 0.26% | +0.17 |
| IVW iShares S&P 500 Growth ETF | Add +59.5% | 0.41% | +0.16 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.14% | +0.14 |
| SPHQ Invesco S&P 500 Quality ETF | Add +552.9% | 0.16% | +0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +10.7% | 1.52% | +0.12 |
| RDVY First Trust Rising Dividend | Add +93.0% | 0.24% | +0.11 |
| OUSM Alps Oshares US Small-Cap Qu | Add +96.0% | 0.23% | +0.11 |
| IWY iShares Russell Top 200 Grow | Add +36.9% | 0.39% | +0.10 |
| DSTL Distillate US Fundamental St | Add +46.5% | 0.34% | +0.10 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.7% | 3.28% | +0.10 |
| IVE iShares S&P 500 Value ETF | Add +63.3% | 0.26% | +0.09 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +61.4% | 0.21% | +0.09 |
| SCHG Schwab US Large-Cap Growth | Add +28.7% | 0.40% | +0.09 |
| DFAE Dimensional Emerging Core Eq | New | 0.09% | +0.09 |
| MSFT Microsoft Corp. | Add +7.5% | 1.07% | +0.07 |
| SCHF Schwab Intl Equity ETF | Add +75.9% | 0.19% | +0.07 |
| SDVY First Trust Smid Cap Rising | Add +236.6% | 0.11% | +0.07 |
| AMZN Amazon.com Inc. | Add +5.7% | 0.65% | +0.07 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Add +52.4% | 0.24% | +0.07 |
| DFLV Dim US Large Cap Value ETF | Add +586.2% | 0.08% | +0.06 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +83.6% | 0.17% | +0.06 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +39.2% | 0.34% | +0.06 |
| AVUV Avantis US Small Cap Value | Add +184.1% | 0.10% | +0.06 |
| IOO iShares Global 100 ETF | Add +49.1% | 0.19% | +0.06 |
| EQWL Invesco S&P 100 Equal Weight | Add +2118.2% | 0.06% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.7% | 0.59% | +0.06 |
| DFSV Dimensional US Small Cap Val | Add +267.9% | 0.09% | +0.06 |
| VIGI Vanguard Int Div App Indx FD | Add +1595.3% | 0.06% | +0.06 |
| META Meta Platforms Inc. Class A | Add +13.4% | 0.20% | +0.06 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +2934.8% | 0.06% | +0.06 |
| FMB First Trust Managed Municipa | Add +44.5% | 0.24% | +0.05 |
| SCHV Schwab US Large-Cap Value | Add +54.7% | 0.16% | +0.05 |
| RFV Invesco S&P Midcap 400 Pure | New | 0.05% | +0.05 |
| QQQM Invesco Nasdaq 100 ETF | Add +24.2% | 0.29% | +0.05 |
| CGDV Cap Group Dividend Value | Add +82.0% | 0.10% | +0.04 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +41.7% | 0.15% | +0.04 |
| WMT Walmart Inc. | Add +14.7% | 0.25% | +0.04 |
| IMCG iShares Morningstar Mid-Cap | Add +19.9% | 0.25% | +0.04 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +88.6% | 0.09% | +0.04 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.04% | +0.04 |
| MRK Merck & Co. Inc. | Add +19.2% | 0.16% | +0.04 |
| JEPQ JPM Nasdaq Equity Premium | Add +580.9% | 0.04% | +0.04 |
| XOM Exxon Mobil Corp. | Add +5.5% | 0.41% | +0.04 |
| SMH Vaneck Semiconductor ETF | Add +91.8% | 0.07% | +0.04 |
| COP Conocophillips | Add +40.4% | 0.12% | +0.03 |
Options Activity Q4 2023 → Q1 2024
| MSTR Strategy Inc. | call | New | 500 | $402K |
| MARA Mara Holdings Inc. | call | New | 23,500 | $131K |
| TSM Taiwan Semiconductor-SP ADR | call | New | 7,000 | $75K |
| MSFT Microsoft Corp. | call | New | 4,200 | $66K |
| NVO Novo-Nordisk A/S-Spons ADR | call | New | 1,000 | $46K |
| AMD Advanced Micro Devices | call | New | 5,000 | $37K |
| VRT Vertiv Holdings Co. Class A | call | New | 1,800 | $23K |
| BABA Alibaba Group Holding-SP ADR | call | New | 14,000 | $11K |
| B Barrick Gold Corp. | call | New | 3,000 | $6K |
| PLTR Palantir Technologies Inc. Class A | call | New | 100 | $675 |
| PATH Uipath Inc. Class A | call | New | 200 | $670 |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2025 | 2,354 | $18.2B | IVV, VONG, AGG, SCHD, VTV |
| Q1 2025 | 2,223 | $16.5B | IVV, VONG, AGG, SCHD, VTV |
| Q4 2024 | 2,176 | $15.9B | VONG, IVV, AGG, SCHD, VTV |
| Q3 2024 | 2,117 | $15.2B | IVV, VONG, AGG, SCHD, VTV |
| Q2 2024 | 2,070 | $14.0B | VONG, IVV, SCHD, BSV, IEFA |
| Q1 2024 | 1,638 | $11.3B | VONG, IVV, SCHD, IEFA, BSV |