Bank Hapoalim BM
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 29, 2025), Bank Hapoalim BM reported 111 stock positions worth $776.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 16.0% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 9.7%) and SS SPDR S&P 500 ETF Trust-US (SPY, 5.0%). Compared with Q2 2025, it opened 14 new positions, sold out of 14, added to 31 and reduced 55. The biggest buy was a new position in Invesco Nasdaq 100 ETF (QQQM) and the biggest sale an exit from iShares Core S&P 500 ETF (IVV).
- Most Recent 13F
- Q2 2026
- Location
- TEL AVIV, L3
- CIK
- 0000902528
- Portfolio Value
- $776.1M (Q3 2025)
- SEC Filing
- 0001178913-25-003576 ↗ filed Oct 29, 2025
Holdings Value
Holdings 111 stocks · $776.1M
| VOO Vanguard S&P 500 ETF | 15.99% | 202,672 | $124.1M | Add +22.4% |
| QQQ Invesco QQQ Trust Series 1 | 9.74% | 125,908 | $75.6M | Add +48.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.02% | 58,460 | $38.9M | Reduce -1.2% |
| VEA Vanguard Ftse Developed ETF | 4.66% | 603,000 | $36.1M | No change |
| QQQM Invesco Nasdaq 100 ETF | 4.52% | 142,000 | $35.1M | New |
| XLK SS Technology Select Sector | 3.68% | 101,230 | $28.5M | Add +104.6% |
| IDEV iShares Core MSCI Dev MKTS | 3.31% | 320,400 | $25.7M | Add +161.8% |
| AMZN Amazon.com Inc. | 2.45% | 86,459 | $19.0M | Add +99.0% |
| CIBR First Trust Nasdaq Cybersecu | 2.33% | 238,355 | $18.1M | Add +338.7% |
| XLC SS Comm Select Sector SPDR | 2.20% | 144,549 | $17.1M | Reduce -41.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.12% | 384,000 | $16.4M | No change |
| GOOG Alphabet Inc. Class C | 2.06% | 65,545 | $16.0M | Reduce -0.6% |
| SOXX iShares Semiconductor ETF | 2.02% | 57,928 | $15.7M | Add +6.0% |
| XLF SS Financial Select Sector | 1.98% | 285,355 | $15.4M | Add +1.9% |
| GRID First TRST Nasd Class Edg Sgiif | 1.98% | 101,500 | $15.3M | New |
| XLG Invesco S&P 500 Top 50 ETF | 1.94% | 262,000 | $15.1M | Add +59.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.89% | 47,700 | $14.7M | New |
| IVW iShares S&P 500 Growth ETF | 1.86% | 119,500 | $14.4M | New |
| KLAC KLA Corp. | 1.76% | 12,696 | $13.7M | Reduce -21.5% |
| MSFT Microsoft Corp. | 1.72% | 25,786 | $13.4M | Reduce -0.1% |
| IGV iShares Expanded Tech-Softwa | 1.47% | 98,980 | $11.4M | Reduce -1.6% |
| BIV Vanguard Intermediate-Term B | 1.30% | 129,000 | $10.1M | New |
| SCHF Schwab Intl Equity ETF | 1.27% | 422,900 | $9.8M | No change |
| SPHB Invesco S&P 500 High Beta Et | 1.22% | 86,000 | $9.4M | New |
| FDN First Trust DJ Internet Ind | 1.07% | 29,707 | $8.3M | Reduce -23.1% |
| XLY SS Consumer Disc Select Sect | 0.97% | 31,381 | $7.5M | Reduce -4.8% |
| XLV SS Health Care Select Sector | 0.97% | 54,003 | $7.5M | Reduce -67.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.89% | 60,000 | $6.9M | New |
| AAPL Apple Inc. | 0.85% | 26,019 | $6.6M | Reduce -0.6% |
| XLI SS Industrial Select Sector | 0.81% | 40,926 | $6.3M | Add +1.1% |
| CHKP Check Point Software Tech | 0.74% | 27,939 | $5.8M | Reduce -16.3% |
| JPM JPMorgan Chase & Co. | 0.70% | 17,305 | $5.5M | Reduce -1.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.68% | 5,413 | $5.2M | No change |
| CSCO Cisco Systems Inc. | 0.60% | 68,587 | $4.7M | Reduce -24.3% |
| ZM Zoom Communications Inc. | 0.59% | 55,942 | $4.6M | Reduce -24.4% |
| BIDU Baidu Inc. - Spon ADR | 0.59% | 34,744 | $4.6M | Reduce -19.1% |
| PAVE Global X US Infrastructure | 0.55% | 90,066 | $4.3M | Reduce -2.0% |
| CRM Salesforce Inc. | 0.55% | 17,914 | $4.2M | Reduce -23.0% |
| VEEV Veeva Systems Inc. Class A | 0.53% | 13,773 | $4.1M | Reduce -34.1% |
| ACWI iShares MSCI Acwi ETF | 0.48% | 27,000 | $3.7M | Reduce -90.0% |
| ZS Zscaler Inc. | 0.47% | 12,140 | $3.6M | No change |
| QCOM Qualcomm Inc. | 0.45% | 20,784 | $3.5M | Reduce -26.4% |
| XAR SS SPDR S&P Aerospace Def | 0.42% | 13,828 | $3.2M | Reduce -0.3% |
| SHLD Global X Defense Tech ETF | 0.40% | 43,841 | $3.1M | Add +23.8% |
| ABBV Abbvie Inc. | 0.39% | 13,147 | $3.0M | Reduce -24.5% |
| VT Vanguard Tot World STK ETF | 0.38% | 21,671 | $3.0M | Add +17.3% |
| NOW ServiceNow Inc. | 0.37% | 3,104 | $2.9M | Reduce -30.0% |
| NVDA Nvidia Corp. | 0.34% | 13,948 | $2.6M | Reduce -2.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.31% | 5,216 | $2.4M | Add +7.9% |
| GOOGL Alphabet Inc. Class A | 0.29% | 9,330 | $2.3M | Add +0.4% |
| DELL Dell Technologies -C | 0.29% | 15,875 | $2.3M | Add +0.9% |
| ORCL Oracle Corp. | 0.28% | 7,786 | $2.2M | Reduce -0.8% |
| EPAM Epam Systems Inc. | 0.28% | 14,371 | $2.2M | Add +0.6% |
| LLY Eli Lilly & Co. | 0.27% | 2,701 | $2.1M | Reduce -12.1% |
| ITOT iShares Core S&P Total U.S. | 0.23% | 12,444 | $1.8M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.23% | 32,630 | $1.8M | Add +17.6% |
| PFE Pfizer Inc. | 0.23% | 68,545 | $1.7M | Reduce -38.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 3,278 | $1.6M | Reduce -0.8% |
| SEDG Solaredge Technologies Inc. | 0.21% | 44,275 | $1.6M | Reduce -37.2% |
| V Visa Inc. Class A | 0.21% | 4,701 | $1.6M | Reduce -7.1% |
| EW Edwards Lifesciences Corp. | 0.19% | 19,150 | $1.5M | Reduce -37.0% |
| VHT Vanguard Health Care ETF | 0.19% | 5,537 | $1.4M | Reduce -26.3% |
| UNH Unitedhealth Group Inc. | 0.18% | 3,963 | $1.4M | Add +1.9% |
| AMD Advanced Micro Devices | 0.16% | 7,755 | $1.3M | Add +8.2% |
| META Meta Platforms Inc. Class A | 0.16% | 1,705 | $1.3M | Reduce -57.9% |
| EQIX Equinix Inc. | 0.14% | 1,386 | $1.1M | New |
| MRK Merck & Co. Inc. | 0.13% | 12,254 | $1.0M | Reduce -45.2% |
| TDOC Teladoc Health Inc. | 0.13% | 132,741 | $1.0M | Add +48.8% |
| SKYY First Trust Cloud Computing | 0.13% | 7,383 | $992K | Reduce -1.5% |
| IHI iShares U.S. Medical Devices | 0.13% | 16,197 | $973K | Reduce -7.3% |
| ABT Abbott Laboratories | 0.12% | 7,060 | $946K | Reduce -14.5% |
| TSLA Tesla Inc. | 0.12% | 2,040 | $907K | Reduce -8.3% |
| C Citigroup Inc. | 0.11% | 8,438 | $856K | Reduce -2.2% |
| AMAT Applied Materials Inc. | 0.10% | 3,901 | $799K | Add +0.8% |
| BABA Alibaba Group Holding-SP ADR | 0.10% | 4,321 | $772K | Reduce -12.1% |
| SNPS Synopsys Inc. | 0.10% | 1,539 | $759K | Add +262.1% |
| SMCI Super Micro Computer Inc. | 0.09% | 15,069 | $722K | Reduce -1.3% |
| QTEC First Trust Nasdq 100 Tech I | 0.08% | 2,862 | $657K | Reduce -5.5% |
| IYG iShares U.S. Financial Servi | 0.08% | 7,235 | $649K | Reduce -2.7% |
| ARRY Array Technologies Inc. | 0.07% | 70,910 | $578K | Reduce -48.0% |
| MA Mastercard Inc. Class A | 0.07% | 1,010 | $574K | Add +3.6% |
| KBWB Invesco KBW Bank ETF | 0.07% | 7,270 | $569K | No change |
| IAK iShares U.S. Insurance ETF | 0.06% | 3,220 | $432K | Reduce -1.2% |
| WMT Walmart Inc. | 0.06% | 4,190 | $432K | Add +3.7% |
| ITB iShares U.S. Home Constructi | 0.05% | 3,848 | $413K | Add +18.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 3,384 | $387K | Reduce -8.0% |
| IWM iShares Russell 2000 ETF | 0.05% | 1,574 | $381K | Reduce -17.0% |
| BKNG Booking Holdings Inc. | 0.05% | 69 | $373K | Reduce -9.2% |
| AVGO Broadcom Inc. | 0.05% | 1,112 | $367K | Add +16.8% |
| PLTR Palantir Technologies Inc. Class A | 0.04% | 1,811 | $330K | Reduce -37.2% |
| CVS CVS Health Corp. | 0.04% | 4,265 | $322K | Add +8.8% |
| ADSK Autodesk Inc. | 0.04% | 990 | $314K | Reduce -41.4% |
| LEN Lennar Corp. Class A | 0.04% | 2,485 | $313K | Add +23.0% |
| RSP Invesco S&P 500 Equal Weight | 0.04% | 1,534 | $291K | Add +2.3% |
| NVMI Nova Ltd. | 0.04% | 910 | $291K | Add +5.1% |
| BBY Best Buy Co. Inc. | 0.04% | 3,840 | $290K | No change |
| PATH Uipath Inc. Class A | 0.04% | 21,669 | $290K | Reduce -68.6% |
| PANW Palo Alto Networks Inc. | 0.04% | 1,382 | $281K | Add +3.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 997 | $278K | New |
| PPH Vaneck Pharmaceutical ETF | 0.04% | 3,078 | $278K | Reduce -22.0% |
Other holdings (13): bonds, preferreds, convertibles and warrants · $37.1M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | IBOXX INV CP ETF · principal | 134,656 | $15.0M | Add +23.9% |
| SPIB SS SPDR P Int C Corp. ETF | ST INTER BD ETF · principal | 299,728 | $10.2M | Add +9.1% |
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP · principal | 56,372 | $4.7M | Reduce -0.4% |
| IEI iShares 3-7 Year Treasury Bo | 3 7 YR TREAS BD · principal | 13,572 | $1.6M | Add +0.4% |
| VCSH Vanguard S/T Corp. Bond ETF | SHRT TRM CORP BD · principal | 16,234 | $1.3M | Add +0.0% |
| SOLAR EDGE TECHNOLOGIES (SEDG 2.25 07/01/29) | NOTE 2.250% 7/0 · principal | 865,000 | $1.1M | New |
| IEF iShares 7-10 Year Treasury B | 7-10 YR TRSY BD · principal | 8,037 | $775K | Add +7.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | ISHS 1-5YR INVS · principal | 13,585 | $720K | Reduce -3.9% |
| SOUTHERN CO (SO 3.875 12/15/25) | NOTE 3.875%12/1 · principal | 515,000 | $581K | Reduce -1.5% |
| AGG iShares Core U.S. Aggregate | CORE US AGGBD ET · principal | 5,584 | $560K | No change |
| IJH iShares Core S&P Midcap ETF | CORE S&P MCP ETF · principal | 4,325 | $282K | Reduce -16.3% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0-5YR INVT GR CP · principal | 4,275 | $217K | Reduce -24.9% |
| AIRBNB INC (ABNB 0 03/15/26) | NOTE 3/1 · principal | 12,375 | $12K | No change |
Total filed on the 13F, all lines: $813.2M.
Portfolio Sells Q2 2025 → Q3 2025
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −4.66 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −4.31 |
| ACWI iShares MSCI Acwi ETF | Reduce -90.0% | 0.48% | −3.98 |
| XLV SS Health Care Select Sector | Reduce -67.3% | 0.97% | −2.36 |
| FDL First Trust Morn DVD Lead Inc. | Sold out | 0.00% | −2.16 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −1.95 |
| SCHV Schwab US Large-Cap Value | Sold out | 0.00% | −1.91 |
| FIW First Trust Water ETF | Sold out | 0.00% | −1.59 |
| XLC SS Comm Select Sector SPDR | Reduce -41.3% | 2.20% | −1.37 |
| FTCS First Trust Capital Strength | Sold out | 0.00% | −1.09 |
| CRM Salesforce Inc. | Reduce -23.0% | 0.55% | −0.36 |
| VEEV Veeva Systems Inc. Class A | Reduce -34.1% | 0.53% | −0.33 |
| CHKP Check Point Software Tech | Reduce -16.3% | 0.74% | −0.31 |
| KLAC KLA Corp. | Reduce -21.5% | 1.76% | −0.30 |
| CSCO Cisco Systems Inc. | Reduce -24.3% | 0.60% | −0.29 |
| NOW ServiceNow Inc. | Reduce -30.0% | 0.37% | −0.28 |
| META Meta Platforms Inc. Class A | Reduce -57.9% | 0.16% | −0.27 |
| ZM Zoom Communications Inc. | Reduce -24.4% | 0.59% | −0.23 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.2% | 5.02% | −0.20 |
| QCOM Qualcomm Inc. | Reduce -26.4% | 0.45% | −0.20 |
| FDN First Trust DJ Internet Ind | Reduce -23.1% | 1.07% | −0.17 |
| PFE Pfizer Inc. | Reduce -38.4% | 0.23% | −0.16 |
| EW Edwards Lifesciences Corp. | Reduce -37.0% | 0.19% | −0.15 |
| MRK Merck & Co. Inc. | Reduce -45.2% | 0.13% | −0.12 |
| MSFT Microsoft Corp. | Reduce -0.1% | 1.72% | −0.11 |
| IGV iShares Expanded Tech-Softwa | Reduce -1.6% | 1.47% | −0.10 |
| TDC Teradata Corp. | Sold out | 0.00% | −0.09 |
| PATH Uipath Inc. Class A | Reduce -68.6% | 0.04% | −0.09 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.08 |
| VHT Vanguard Health Care ETF | Reduce -26.3% | 0.19% | −0.08 |
| LLY Eli Lilly & Co. | Reduce -12.1% | 0.27% | −0.08 |
| ABBV Abbvie Inc. | Reduce -24.5% | 0.39% | −0.07 |
| PCTY Paylocity Holding Corp. | Sold out | 0.00% | −0.06 |
| XLY SS Consumer Disc Select Sect | Reduce -4.8% | 0.97% | −0.05 |
| V Visa Inc. Class A | Reduce -7.1% | 0.21% | −0.05 |
| TGT Target Corp. | Sold out | 0.00% | −0.04 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.04 |
| ARRY Array Technologies Inc. | Reduce -48.0% | 0.07% | −0.04 |
| ABT Abbott Laboratories | Reduce -14.5% | 0.12% | −0.04 |
| XHE SS SPDR S&P HC Equip ETF | Sold out | 0.00% | −0.03 |
| ADSK Autodesk Inc. | Reduce -41.4% | 0.04% | −0.03 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.03 |
| IHI iShares U.S. Medical Devices | Reduce -7.3% | 0.13% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -1.3% | 0.70% | −0.02 |
| PAVE Global X US Infrastructure | Reduce -2.0% | 0.55% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 0.21% | −0.02 |
| DIS The Walt Disney Co. | Reduce -8.0% | 0.05% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -9.2% | 0.05% | −0.01 |
| SMCI Super Micro Computer Inc. | Reduce -1.3% | 0.09% | −0.01 |
| PPH Vaneck Pharmaceutical ETF | Reduce -22.0% | 0.04% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| QQQM Invesco Nasdaq 100 ETF | New | 4.52% | +4.52 |
| VOO Vanguard S&P 500 ETF | Add +22.4% | 15.99% | +3.78 |
| QQQ Invesco QQQ Trust Series 1 | Add +48.7% | 9.74% | +3.30 |
| IDEV iShares Core MSCI Dev MKTS | Add +161.8% | 3.31% | +2.11 |
| GRID First TRST Nasd Class Edg Sgiif | New | 1.98% | +1.98 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 1.89% | +1.89 |
| XLK SS Technology Select Sector | Add +104.6% | 3.68% | +1.89 |
| IVW iShares S&P 500 Growth ETF | New | 1.86% | +1.86 |
| CIBR First Trust Nasdaq Cybersecu | Add +338.7% | 2.33% | +1.75 |
| BIV Vanguard Intermediate-Term B | New | 1.30% | +1.30 |
| SPHB Invesco S&P 500 High Beta Et | New | 1.22% | +1.22 |
| AMZN Amazon.com Inc. | Add +99.0% | 2.45% | +1.09 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.89% | +0.89 |
| XLG Invesco S&P 500 Top 50 ETF | Add +59.0% | 1.94% | +0.86 |
| SOXX iShares Semiconductor ETF | Add +6.0% | 2.02% | +0.16 |
| EQIX Equinix Inc. | New | 0.14% | +0.14 |
| SHLD Global X Defense Tech ETF | Add +23.8% | 0.40% | +0.09 |
| SNPS Synopsys Inc. | Add +262.1% | 0.10% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 0.29% | +0.06 |
| VT Vanguard Tot World STK ETF | Add +17.3% | 0.38% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.04% | +0.04 |
| AXSM Axsome Therapeutics Inc. | New | 0.03% | +0.03 |
| ALNY Alnylam Pharmaceuticals Inc. | New | 0.03% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | New | 0.03% | +0.03 |
| TDOC Teladoc Health Inc. | Add +48.8% | 0.13% | +0.02 |
| AMD Advanced Micro Devices | Add +8.2% | 0.16% | +0.02 |
| DELL Dell Technologies -C | Add +0.9% | 0.29% | +0.01 |
| GPRO Gopro Inc. Class A | New | 0.01% | +0.01 |
| ITB iShares U.S. Home Constructi | Add +18.6% | 0.05% | +0.01 |
| AVGO Broadcom Inc. | Add +16.8% | 0.05% | +0.01 |
| LEN Lennar Corp. Class A | Add +23.0% | 0.04% | +0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Add +7.9% | 0.31% | +0.01 |
| NVMI Nova Ltd. | Add +5.1% | 0.04% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +1.9% | 0.18% | +0.00 |
| CVS CVS Health Corp. | Add +8.8% | 0.04% | +0.00 |
| AMAT Applied Materials Inc. | Add +0.8% | 0.10% | +0.00 |
| GSIW Garden Stage Ltd. Class A | New | 0.00% | +0.00 |
| WMT Walmart Inc. | Add +3.7% | 0.06% | −0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +2.3% | 0.04% | −0.00 |
| PANW Palo Alto Networks Inc. | Add +3.0% | 0.04% | −0.00 |
| MA Mastercard Inc. Class A | Add +3.6% | 0.07% | −0.00 |
| XLI SS Industrial Select Sector | Add +1.1% | 0.81% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +17.6% | 0.23% | −0.04 |
| EPAM Epam Systems Inc. | Add +0.6% | 0.28% | −0.08 |
| XLF SS Financial Select Sector | Add +1.9% | 1.98% | −0.11 |
Notes & Other Activity Q2 2025 → Q3 2025
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | IBOXX INV CP ETF · principal | Add +23.9% | 134,656 | $15.0M |
| SPIB SS SPDR P Int C Corp. ETF | ST INTER BD ETF · principal | Add +9.1% | 299,728 | $10.2M |
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP · principal | Reduce -0.4% | 56,372 | $4.7M |
| IEI iShares 3-7 Year Treasury Bo | 3 7 YR TREAS BD · principal | Add +0.4% | 13,572 | $1.6M |
| VCSH Vanguard S/T Corp. Bond ETF | SHRT TRM CORP BD · principal | Add +0.0% | 16,234 | $1.3M |
| SOLAR EDGE TECHNOLOGIES (SEDG 2.25 07/01/29) | NOTE 2.250% 7/0 · principal | New | 865,000 | $1.1M |
| IEF iShares 7-10 Year Treasury B | 7-10 YR TRSY BD · principal | Add +7.5% | 8,037 | $775K |
| IGSB iShares 1-5Y Inv Grade Corp. | ISHS 1-5YR INVS · principal | Reduce -3.9% | 13,585 | $720K |
| SOUTHERN CO (SO 3.875 12/15/25) | NOTE 3.875%12/1 · principal | Reduce -1.5% | 515,000 | $581K |
| IJH iShares Core S&P Midcap ETF | CORE S&P MCP ETF · principal | Reduce -16.3% | 4,325 | $282K |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0-5YR INVT GR CP · principal | Reduce -24.9% | 4,275 | $217K |
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 |