Bank Hapoalim BM
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Bank Hapoalim BM reported 112 stock positions worth $663.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 12.9% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 6.1%) and SS SPDR S&P 500 ETF Trust-US (SPY, 5.0%). Compared with Q4 2024, it opened 10 new positions, sold out of 12, added to 23 and reduced 65. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +298%) and the biggest sale an exit from iShares ESG Optimized MSCI U (SUSA).
- Most Recent 13F
- Q2 2026
- Location
- TEL AVIV, L3
- CIK
- 0000902528
- Portfolio Value
- $663.9M (Q1 2025)
- SEC Filing
- 0001178913-25-001526 ↗ filed Apr 30, 2025
Holdings Value
Holdings 112 stocks · $663.9M
| VOO Vanguard S&P 500 ETF | 12.92% | 166,883 | $85.8M | Add +298.1% |
| QQQ Invesco QQQ Trust Series 1 | 6.10% | 86,311 | $40.5M | Reduce -2.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.98% | 59,143 | $33.1M | Reduce -2.6% |
| IVV iShares Core S&P 500 ETF | 4.92% | 58,100 | $32.6M | No change |
| ACWI iShares MSCI Acwi ETF | 4.72% | 269,000 | $31.3M | Add +11351.7% |
| VEA Vanguard Ftse Developed ETF | 4.62% | 603,000 | $30.6M | Add +99.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.55% | 459,000 | $30.2M | Add +13.1% |
| XLV SS Health Care Select Sector | 3.84% | 174,775 | $25.5M | Add +110.4% |
| XLC SS Comm Select Sector SPDR | 3.66% | 251,759 | $24.3M | Add +122.9% |
| FDL First Trust Morn DVD Lead Inc. | 2.28% | 348,000 | $15.1M | No change |
| XLF SS Financial Select Sector | 2.21% | 293,963 | $14.6M | Add +0.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.11% | 384,000 | $14.0M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.06% | 79,000 | $13.6M | No change |
| SCHV Schwab US Large-Cap Value | 2.02% | 504,000 | $13.4M | No change |
| FIW First Trust Water ETF | 1.67% | 110,344 | $11.1M | No change |
| GOOG Alphabet Inc. Class C | 1.61% | 68,490 | $10.7M | Add +2.2% |
| KLAC KLA Corp. | 1.56% | 15,276 | $10.4M | Add +5.8% |
| XLK SS Technology Select Sector | 1.56% | 50,217 | $10.4M | Reduce -1.2% |
| MSFT Microsoft Corp. | 1.48% | 26,203 | $9.8M | Reduce -27.9% |
| IGV iShares Expanded Tech-Softwa | 1.32% | 98,575 | $8.8M | Reduce -6.6% |
| SOXX iShares Semiconductor ETF | 1.30% | 45,773 | $8.6M | Reduce -8.1% |
| FDN First Trust DJ Internet Ind | 1.30% | 38,771 | $8.6M | Reduce -1.1% |
| IDEV iShares Core MSCI Dev MKTS | 1.27% | 122,400 | $8.4M | No change |
| SCHF Schwab Intl Equity ETF | 1.26% | 422,900 | $8.4M | Add +2.6% |
| AMZN Amazon.com Inc. | 1.17% | 40,929 | $7.8M | Add +42.7% |
| FTCS First Trust Capital Strength | 1.15% | 85,000 | $7.6M | No change |
| XLG Invesco S&P 500 Top 50 ETF | 1.14% | 164,725 | $7.6M | Reduce -38.1% |
| CHKP Check Point Software Tech | 1.14% | 33,122 | $7.5M | Reduce -1.3% |
| XLY SS Consumer Disc Select Sect | 1.07% | 36,084 | $7.1M | Reduce -4.3% |
| CRM Salesforce Inc. | 0.96% | 23,672 | $6.4M | Reduce -1.9% |
| AAPL Apple Inc. | 0.95% | 28,533 | $6.3M | Reduce -20.8% |
| CSCO Cisco Systems Inc. | 0.86% | 92,577 | $5.7M | Reduce -6.9% |
| XLI SS Industrial Select Sector | 0.85% | 43,116 | $5.7M | Reduce -5.2% |
| ZM Zoom Communications Inc. | 0.82% | 74,242 | $5.5M | Reduce -2.0% |
| VEEV Veeva Systems Inc. Class A | 0.72% | 20,618 | $4.8M | Reduce -3.7% |
| JPM JPMorgan Chase & Co. | 0.71% | 19,108 | $4.7M | Reduce -3.8% |
| PAVE Global X US Infrastructure | 0.62% | 109,870 | $4.1M | Reduce -1.5% |
| ABBV Abbvie Inc. | 0.55% | 17,417 | $3.6M | Reduce -1.1% |
| CIBR First Trust Nasdaq Cybersecu | 0.55% | 57,680 | $3.6M | Reduce -19.2% |
| BIDU Baidu Inc. - Spon ADR | 0.54% | 39,235 | $3.6M | Add +63.5% |
| NOW ServiceNow Inc. | 0.54% | 4,483 | $3.6M | Reduce -1.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.46% | 4,598 | $3.0M | Add +113.7% |
| PFE Pfizer Inc. | 0.45% | 116,618 | $3.0M | Reduce -2.1% |
| LLY Eli Lilly & Co. | 0.40% | 3,214 | $2.7M | Reduce -3.5% |
| QCOM Qualcomm Inc. | 0.36% | 15,734 | $2.4M | Reduce -19.4% |
| MRK Merck & Co. Inc. | 0.36% | 26,754 | $2.4M | Add +31.6% |
| META Meta Platforms Inc. Class A | 0.36% | 4,142 | $2.4M | Reduce -1.3% |
| ZS Zscaler Inc. | 0.36% | 11,920 | $2.4M | Reduce -0.8% |
| EPAM Epam Systems Inc. | 0.34% | 13,495 | $2.3M | Reduce -0.8% |
| XAR SS SPDR S&P Aerospace Def | 0.34% | 14,058 | $2.3M | Reduce -2.9% |
| EW Edwards Lifesciences Corp. | 0.33% | 30,460 | $2.2M | Add +7.5% |
| VHT Vanguard Health Care ETF | 0.33% | 8,293 | $2.2M | Reduce -6.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.30% | 4,789 | $2.0M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 3,705 | $2.0M | Reduce -16.7% |
| VT Vanguard Tot World STK ETF | 0.28% | 16,086 | $1.9M | Add +3.6% |
| V Visa Inc. Class A | 0.26% | 4,880 | $1.7M | Reduce -6.0% |
| SHLD Global X Defense Tech ETF | 0.24% | 34,690 | $1.6M | Add +1.1% |
| NVDA Nvidia Corp. | 0.24% | 14,686 | $1.6M | Reduce -6.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.24% | 22,535 | $1.6M | Add +161.7% |
| DELL Dell Technologies -C | 0.23% | 16,835 | $1.5M | New |
| ITOT iShares Core S&P Total U.S. | 0.23% | 12,444 | $1.5M | New |
| GOOGL Alphabet Inc. Class A | 0.22% | 9,322 | $1.4M | Add +0.8% |
| IHI iShares U.S. Medical Devices | 0.19% | 20,452 | $1.2M | Reduce -33.0% |
| ORCL Oracle Corp. | 0.18% | 8,772 | $1.2M | Reduce -26.6% |
| ABT Abbott Laboratories | 0.17% | 8,260 | $1.1M | Reduce -8.3% |
| INTC Intel Corp. | 0.16% | 46,094 | $1.0M | Reduce -25.9% |
| MCD McDonald's Corp. | 0.14% | 2,911 | $909K | Reduce -40.2% |
| PATH Uipath Inc. Class A | 0.12% | 79,128 | $815K | Reduce -6.5% |
| UNH Unitedhealth Group Inc. | 0.12% | 1,531 | $802K | Reduce -12.2% |
| SKYY First Trust Cloud Computing | 0.12% | 7,760 | $793K | Reduce -19.3% |
| AXP American Express Co. | 0.11% | 2,778 | $747K | No change |
| AMD Advanced Micro Devices | 0.11% | 7,023 | $722K | Reduce -44.1% |
| ARRY Array Technologies Inc. | 0.10% | 136,260 | $664K | Add +18.4% |
| BABA Alibaba Group Holding-SP ADR | 0.10% | 5,013 | $663K | Reduce -58.8% |
| INMD Inmode Ltd. | 0.10% | 37,287 | $661K | Reduce -11.2% |
| SEDG Solaredge Technologies Inc. | 0.10% | 40,616 | $657K | Reduce -2.4% |
| C Citigroup Inc. | 0.10% | 9,025 | $641K | Reduce -3.8% |
| TDC Teradata Corp. | 0.10% | 28,293 | $636K | Reduce -7.5% |
| BBY Best Buy Co. Inc. | 0.09% | 8,455 | $622K | Reduce -61.3% |
| IYG iShares U.S. Financial Servi | 0.09% | 7,918 | $622K | Reduce -2.5% |
| WBA Walgreens Boots Alliance Inc. | 0.09% | 51,000 | $570K | New |
| TSLA Tesla Inc. | 0.08% | 2,171 | $563K | Add +32.5% |
| QTEC First Trust Nasdq 100 Tech I | 0.08% | 3,142 | $545K | Reduce -2.6% |
| MA Mastercard Inc. Class A | 0.08% | 980 | $537K | Reduce -3.3% |
| PCTY Paylocity Holding Corp. | 0.07% | 2,400 | $450K | Reduce -47.5% |
| ADSK Autodesk Inc. | 0.07% | 1,690 | $442K | No change |
| IAK iShares U.S. Insurance ETF | 0.07% | 3,210 | $442K | Reduce -5.3% |
| AMAT Applied Materials Inc. | 0.07% | 2,981 | $433K | Reduce -5.1% |
| KBWB Invesco KBW Bank ETF | 0.06% | 6,449 | $405K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 3,734 | $369K | Reduce -17.7% |
| IWM iShares Russell 2000 ETF | 0.06% | 1,851 | $369K | Reduce -5.8% |
| PPH Vaneck Pharmaceutical ETF | 0.06% | 4,043 | $368K | Reduce -2.4% |
| ITB iShares U.S. Home Constructi | 0.05% | 3,691 | $351K | Reduce -4.2% |
| WMT Walmart Inc. | 0.05% | 3,927 | $345K | Reduce -20.8% |
| BKNG Booking Holdings Inc. | 0.05% | 67 | $309K | Reduce -11.8% |
| RSP Invesco S&P 500 Equal Weight | 0.05% | 1,749 | $303K | Reduce -11.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.04% | 3,795 | $299K | New |
| TGT Target Corp. | 0.04% | 2,755 | $288K | Add +48.1% |
| NFLX Netflix Inc. | 0.04% | 291 | $271K | Reduce -71.6% |
| CVS CVS Health Corp. | 0.04% | 3,975 | $269K | New |
| XHE SS SPDR S&P HC Equip ETF | 0.04% | 3,034 | $249K | Reduce -16.0% |
| VIS Vanguard Industrials ETF | 0.04% | 942 | $233K | No change |
| PANW Palo Alto Networks Inc. | 0.03% | 1,342 | $229K | Reduce -25.4% |
| PLTR Palantir Technologies Inc. Class A | 0.03% | 2,693 | $227K | New |
| LEN Lennar Corp. Class A | 0.03% | 1,870 | $215K | New |
| SWKS Skyworks Solutions Inc. | 0.03% | 3,264 | $211K | Reduce -28.0% |
| NVMI Nova Ltd. | 0.03% | 1,121 | $207K | Reduce -1.6% |
| AXSM Axsome Therapeutics Inc. | 0.03% | 1,750 | $204K | New |
| XLE SS Energy Select Sector | 0.03% | 2,188 | $204K | New |
| PNQI Invesco Nasdaq Internet ETF | 0.03% | 4,600 | $203K | No change |
| QBTS D-Wave Quantum Inc. | 0.01% | 10,000 | $76K | New |
| LYG Lloyds Banking Group PLC-ADR | 0.01% | 13,000 | $50K | No change |
Other holdings (12): bonds, preferreds, convertibles and warrants · $25.6M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SPIB SS SPDR P Int C Corp. ETF | ST INTER BD ETF · principal | 254,883 | $8.5M | Reduce -0.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | IBOXX INV CP ETF · principal | 59,553 | $6.5M | Reduce -14.0% |
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP · principal | 55,355 | $4.5M | Reduce -3.5% |
| IEI iShares 3-7 Year Treasury Bo | 3 7 YR TREAS BD · principal | 13,136 | $1.6M | Add +7.5% |
| VCSH Vanguard S/T Corp. Bond ETF | SHRT TRM CORP BD · principal | 16,098 | $1.3M | Reduce -0.2% |
| AGG iShares Core U.S. Aggregate | CORE US AGGBD ET · principal | 9,345 | $924K | Reduce -1.3% |
| SOUTHERN CO (SO 3.875 12/15/25) | NOTE 3.875%12/1 · principal | 618,000 | $692K | Reduce -6.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | ISHS 1-5YR INVS · principal | 12,904 | $676K | Add +27.8% |
| IEF iShares 7-10 Year Treasury B | 7-10 YR TRSY BD · principal | 4,315 | $412K | Reduce -2.0% |
| IJH iShares Core S&P Midcap ETF | CORE S&P MCP ETF · principal | 5,167 | $301K | Reduce -21.8% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0-5YR INVT GR CP · principal | 5,760 | $290K | Reduce -7.3% |
| AIRBNB INC (ABNB 0 03/15/26) | NOTE 3/1 · principal | 12,375 | $12K | Reduce -98.3% |
Total filed on the 13F, all lines: $689.5M.
Portfolio Sells Q4 2024 → Q1 2025
| SUSA iShares ESG Optimized MSCI U | Sold out | 0.00% | −2.33 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −2.32 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.8% | 6.10% | −1.58 |
| DLN Wisdomtree US Largecap Divid | Sold out | 0.00% | −1.24 |
| MSFT Microsoft Corp. | Reduce -27.9% | 1.48% | −1.11 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -38.1% | 1.14% | −1.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.6% | 4.98% | −1.04 |
| AAPL Apple Inc. | Reduce -20.8% | 0.95% | −0.57 |
| SOXX iShares Semiconductor ETF | Reduce -8.1% | 1.30% | −0.52 |
| IGV iShares Expanded Tech-Softwa | Reduce -6.6% | 1.32% | −0.47 |
| XLK SS Technology Select Sector | Reduce -1.2% | 1.56% | −0.44 |
| CRM Salesforce Inc. | Reduce -1.9% | 0.96% | −0.41 |
| XLY SS Consumer Disc Select Sect | Reduce -4.3% | 1.07% | −0.36 |
| FDN First Trust DJ Internet Ind | Reduce -1.1% | 1.30% | −0.32 |
| NOW ServiceNow Inc. | Reduce -1.5% | 0.54% | −0.28 |
| BBY Best Buy Co. Inc. | Reduce -61.3% | 0.09% | −0.22 |
| ZM Zoom Communications Inc. | Reduce -2.0% | 0.82% | −0.22 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -19.2% | 0.55% | −0.22 |
| EPAM Epam Systems Inc. | Reduce -0.8% | 0.34% | −0.19 |
| XLI SS Industrial Select Sector | Reduce -5.2% | 0.85% | −0.16 |
| KLIC Kulicke & Soffa Industries | Sold out | 0.00% | −0.15 |
| ORCL Oracle Corp. | Reduce -26.6% | 0.18% | −0.15 |
| AMD Advanced Micro Devices | Reduce -44.1% | 0.11% | −0.15 |
| QCOM Qualcomm Inc. | Reduce -19.4% | 0.36% | −0.14 |
| PAVE Global X US Infrastructure | Reduce -1.5% | 0.62% | −0.14 |
| CSCO Cisco Systems Inc. | Reduce -6.9% | 0.86% | −0.13 |
| IHI iShares U.S. Medical Devices | Reduce -33.0% | 0.19% | −0.12 |
| NVDA Nvidia Corp. | Reduce -6.0% | 0.24% | −0.11 |
| NFLX Netflix Inc. | Reduce -71.6% | 0.04% | −0.11 |
| MCD McDonald's Corp. | Reduce -40.2% | 0.14% | −0.10 |
| JPM JPMorgan Chase & Co. | Reduce -3.8% | 0.71% | −0.10 |
| SAM Boston Beer Company Inc. Class A | Sold out | 0.00% | −0.09 |
| PFE Pfizer Inc. | Reduce -2.1% | 0.45% | −0.09 |
| PCTY Paylocity Holding Corp. | Reduce -47.5% | 0.07% | −0.09 |
| BABA Alibaba Group Holding-SP ADR | Reduce -58.8% | 0.10% | −0.07 |
| SKYY First Trust Cloud Computing | Reduce -19.3% | 0.12% | −0.07 |
| XAR SS SPDR S&P Aerospace Def | Reduce -2.9% | 0.34% | −0.07 |
| TDC Teradata Corp. | Reduce -7.5% | 0.10% | −0.07 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.06 |
| PATH Uipath Inc. Class A | Reduce -6.5% | 0.12% | −0.06 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -1.3% | 0.36% | −0.06 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.05 |
| INTC Intel Corp. | Reduce -25.9% | 0.16% | −0.05 |
| VHT Vanguard Health Care ETF | Reduce -6.9% | 0.33% | −0.05 |
| CLOU Global X Cloud Computing ETF | Sold out | 0.00% | −0.05 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -16.7% | 0.30% | −0.04 |
| VEEV Veeva Systems Inc. Class A | Reduce -3.7% | 0.72% | −0.04 |
| TSEM Tower Semiconductor Ltd. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| VOO Vanguard S&P 500 ETF | Add +298.1% | 12.92% | +9.10 |
| ACWI iShares MSCI Acwi ETF | Add +11351.7% | 4.72% | +4.67 |
| VEA Vanguard Ftse Developed ETF | Add +99.0% | 4.62% | +2.17 |
| XLV SS Health Care Select Sector | Add +110.4% | 3.84% | +1.91 |
| XLC SS Comm Select Sector SPDR | Add +122.9% | 3.66% | +1.81 |
| DELL Dell Technologies -C | New | 0.23% | +0.23 |
| ITOT iShares Core S&P Total U.S. | New | 0.23% | +0.23 |
| ASML ASML Holding NV-NY Reg SHS | Add +113.7% | 0.46% | +0.21 |
| BIDU Baidu Inc. - Spon ADR | Add +63.5% | 0.54% | +0.20 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +161.7% | 0.24% | +0.11 |
| AMZN Amazon.com Inc. | Add +42.7% | 1.17% | +0.11 |
| WBA Walgreens Boots Alliance Inc. | New | 0.09% | +0.09 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.04% | +0.04 |
| CVS CVS Health Corp. | New | 0.04% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | New | 0.03% | +0.03 |
| LEN Lennar Corp. Class A | New | 0.03% | +0.03 |
| AXSM Axsome Therapeutics Inc. | New | 0.03% | +0.03 |
| XLE SS Energy Select Sector | New | 0.03% | +0.03 |
| KLAC KLA Corp. | Add +5.8% | 1.56% | +0.03 |
| SHLD Global X Defense Tech ETF | Add +1.1% | 0.24% | +0.03 |
| MRK Merck & Co. Inc. | Add +31.6% | 0.36% | +0.02 |
| QBTS D-Wave Quantum Inc. | New | 0.01% | +0.01 |
| TGT Target Corp. | Add +48.1% | 0.04% | +0.00 |
| ARRY Array Technologies Inc. | Add +18.4% | 0.10% | −0.02 |
| EW Edwards Lifesciences Corp. | Add +7.5% | 0.33% | −0.02 |
| TSLA Tesla Inc. | Add +32.5% | 0.08% | −0.03 |
| SCHF Schwab Intl Equity ETF | Add +2.6% | 1.26% | −0.03 |
| VT Vanguard Tot World STK ETF | Add +3.6% | 0.28% | −0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.1% | 0.30% | −0.04 |
| GOOGL Alphabet Inc. Class A | Add +0.8% | 0.22% | −0.08 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +13.1% | 4.55% | −0.19 |
| XLF SS Financial Select Sector | Add +0.1% | 2.21% | −0.19 |
| GOOG Alphabet Inc. Class C | Add +2.2% | 1.61% | −0.55 |
Notes & Other Activity Q4 2024 → Q1 2025
| SPIB SS SPDR P Int C Corp. ETF | ST INTER BD ETF · principal | Reduce -0.7% | 254,883 | $8.5M |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | IBOXX INV CP ETF · principal | Reduce -14.0% | 59,553 | $6.5M |
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP · principal | Reduce -3.5% | 55,355 | $4.5M |
| IEI iShares 3-7 Year Treasury Bo | 3 7 YR TREAS BD · principal | Add +7.5% | 13,136 | $1.6M |
| VCSH Vanguard S/T Corp. Bond ETF | SHRT TRM CORP BD · principal | Reduce -0.2% | 16,098 | $1.3M |
| AGG iShares Core U.S. Aggregate | CORE US AGGBD ET · principal | Reduce -1.3% | 9,345 | $924K |
| SOUTHERN CO (SO 3.875 12/15/25) | NOTE 3.875%12/1 · principal | Reduce -6.1% | 618,000 | $692K |
| IGSB iShares 1-5Y Inv Grade Corp. | ISHS 1-5YR INVS · principal | Add +27.8% | 12,904 | $676K |
| IEF iShares 7-10 Year Treasury B | 7-10 YR TRSY BD · principal | Reduce -2.0% | 4,315 | $412K |
| IJH iShares Core S&P Midcap ETF | CORE S&P MCP ETF · principal | Reduce -21.8% | 5,167 | $301K |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0-5YR INVT GR CP · principal | Reduce -7.3% | 5,760 | $290K |
| AIRBNB INC (ABNB 0 03/15/26) | NOTE 3/1 · principal | Reduce -98.3% | 12,375 | $12K |
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 | 107 | $1.5B | TSLA, IVV, SPY, VOO, LQD |
| Q1 2026 | 105 | $611.2M | VOO, SPY, BIV, QQQ, ACWI |
| Q4 2025 | 101 | $1.1B | TSLA, VOO, QQQ, LQD, SPY |
| Q3 2025 | 111 | $776.1M | VOO, QQQ, SPY, VEA, QQQM |
| Q2 2025 | 111 | $701.1M | VOO, QQQ, SPY, IVV, ACWI |
| Q1 2025 | 112 | $663.9M | VOO, QQQ, SPY, IVV, ACWI |
| Q4 2024 | 114 | $591.4M | QQQ, SPY, IVV, SPYM, VOO |
| Q3 2024 | 118 | $629.9M | QQQ, SPY, IVV, SPYM, VOO |
| Q2 2024 | 124 | $675.3M | QQQ, SPY, SPYM, XLK, VOO |
| Q1 2024 | 124 | $741.3M | SPY, VOO, IVV, QQQ, QQQM |