Bank Hapoalim BM
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Bank Hapoalim BM reported 107 stock positions worth $1.5 billion. Its top holding was Tesla (TSLA) at 32.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 13.7%) and SS SPDR S&P 500 ETF Trust-US (SPY, 7.3%). Compared with Q1 2026, it opened 9 new positions, sold out of 7, added to 28 and reduced 62. The biggest buy was Tesla (TSLA, shares +55605%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- TEL AVIV, L3
- CIK
- 0000902528
- Portfolio Value
- $1.5B (Q2 2026)
- SEC Filing
- 0001178913-26-003841 ↗ filed Aug 5, 2026
Holdings Value
Holdings 107 stocks · $1.5B
| TSLA Tesla Inc. | 32.55% | 1,125,788 | $473.5M | Add +55604.5% |
| IVV iShares Core S&P 500 ETF | 13.69% | 266,000 | $199.2M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.26% | 141,384 | $105.6M | Add +30.8% |
| VOO Vanguard S&P 500 ETF | 6.24% | 132,090 | $90.7M | Reduce -14.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 3.46% | 461,300 | $50.3M | Add +150.7% |
| QQQ Invesco QQQ Trust Series 1 | 3.02% | 59,707 | $44.0M | Reduce -5.8% |
| SPBO SS SPDR P Corp. Bond ETF | 2.49% | 346,250 | $36.2M | New |
| KLAC KLA Corp. | 2.27% | 109,630 | $33.1M | Reduce -4.7% |
| SOXX iShares Semiconductor ETF | 2.17% | 49,285 | $31.6M | Reduce -9.1% |
| ACWI iShares MSCI Acwi ETF | 2.16% | 200,000 | $31.4M | No change |
| BIV Vanguard Intermediate-Term B | 2.02% | 382,990 | $29.4M | Reduce -25.6% |
| QQQM Invesco Nasdaq 100 ETF | 1.71% | 82,000 | $24.8M | No change |
| GOOG Alphabet Inc. Class C | 1.44% | 59,313 | $21.0M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 1.43% | 87,107 | $20.8M | Reduce -2.3% |
| XLK SS Technology Select Sector | 1.25% | 95,087 | $18.1M | Add +1.9% |
| EZU iShares MSCI Eurozone ETF | 1.11% | 232,200 | $16.1M | Add +1.4% |
| EWU iShares MSCI United Kingdom | 1.06% | 335,600 | $15.5M | No change |
| XLF SS Financial Select Sector | 0.92% | 249,096 | $13.4M | Reduce -4.6% |
| MSFT Microsoft Corp. | 0.88% | 34,242 | $12.8M | Add +17.4% |
| XLC SS Comm Select Sector SPDR | 0.84% | 114,535 | $12.3M | Reduce -15.4% |
| VXUS Vanguard Total Intl Stock | 0.64% | 109,499 | $9.4M | Reduce -8.4% |
| CSCO Cisco Systems Inc. | 0.58% | 71,784 | $8.4M | Reduce -4.3% |
| XLI SS Industrial Select Sector | 0.56% | 43,771 | $8.1M | Add +19.3% |
| XLV SS Health Care Select Sector | 0.55% | 50,796 | $8.1M | Reduce -17.8% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.50% | 3,668 | $7.3M | Reduce -21.5% |
| PAVE Global X US Infrastructure | 0.47% | 115,725 | $6.8M | Reduce -1.8% |
| AAPL Apple Inc. | 0.47% | 23,420 | $6.8M | Reduce -4.5% |
| XLY SS Consumer Disc Select Sect | 0.34% | 42,246 | $5.0M | Reduce -7.5% |
| JPM JPMorgan Chase & Co. | 0.33% | 14,855 | $4.9M | Reduce -3.2% |
| NVDA Nvidia Corp. | 0.32% | 23,391 | $4.7M | Add +36.0% |
| ZM Zoom Communications Inc. | 0.28% | 46,811 | $4.0M | Reduce -1.5% |
| CHKP Check Point Software Tech | 0.27% | 30,061 | $4.0M | Reduce -2.7% |
| BIDU Baidu Inc. - Spon ADR | 0.26% | 33,062 | $3.8M | Reduce -8.7% |
| INTC Intel Corp. | 0.25% | 26,450 | $3.7M | Reduce -42.3% |
| QCOM Qualcomm Inc. | 0.25% | 19,356 | $3.6M | Add +26.8% |
| GOOGL Alphabet Inc. Class A | 0.23% | 9,314 | $3.3M | Add +3.9% |
| AMD Advanced Micro Devices | 0.22% | 5,609 | $3.3M | Reduce -25.1% |
| ABBV Abbvie Inc. | 0.22% | 12,788 | $3.2M | Reduce -2.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.22% | 65,863 | $3.2M | Add +2.9% |
| XAR SS SPDR S&P Aerospace Def | 0.21% | 10,856 | $3.1M | Add +0.6% |
| VT Vanguard Tot World STK ETF | 0.21% | 19,179 | $3.0M | Add +3.2% |
| IGV iShares Expanded Tech-Softwa | 0.20% | 32,226 | $2.9M | Reduce -36.4% |
| ZS Zscaler Inc. | 0.18% | 18,885 | $2.7M | Add +51.1% |
| NOW ServiceNow Inc. | 0.18% | 26,753 | $2.7M | Add +97.8% |
| PFE Pfizer Inc. | 0.18% | 109,145 | $2.6M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.18% | 2,173 | $2.6M | Reduce -4.5% |
| SEDG Solaredge Technologies Inc. | 0.16% | 40,309 | $2.4M | Reduce -9.5% |
| MU Micron Technology Inc. | 0.16% | 2,031 | $2.3M | Add +53.8% |
| CRM Salesforce Inc. | 0.16% | 14,741 | $2.3M | Reduce -6.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.15% | 4,206 | $2.2M | Reduce -7.4% |
| JETS US Global Jets ETF | 0.15% | 64,989 | $2.2M | Reduce -5.3% |
| VEEV Veeva Systems Inc. Class A | 0.14% | 11,870 | $2.1M | Reduce -4.5% |
| SNPS Synopsys Inc. | 0.14% | 4,655 | $2.1M | Reduce -1.6% |
| SHLD Global X Defense Tech ETF | 0.14% | 33,566 | $2.0M | Reduce -5.4% |
| AMAT Applied Materials Inc. | 0.13% | 2,661 | $1.9M | Reduce -25.6% |
| CDNS Cadence Design SYS Inc. | 0.13% | 4,924 | $1.8M | Add +3.4% |
| META Meta Platforms Inc. Class A | 0.13% | 3,280 | $1.8M | Add +72.1% |
| EW Edwards Lifesciences Corp. | 0.12% | 19,640 | $1.8M | Add +0.7% |
| CIBR First Trust Nasdaq Cybersecu | 0.11% | 17,802 | $1.6M | Reduce -27.9% |
| NKE Nike Inc. Class B | 0.11% | 38,702 | $1.6M | Add +26.9% |
| UNH Unitedhealth Group Inc. | 0.11% | 3,780 | $1.6M | Reduce -8.8% |
| EQIX Equinix Inc. | 0.11% | 1,494 | $1.6M | Reduce -0.1% |
| EPAM Epam Systems Inc. | 0.10% | 18,793 | $1.5M | Add +32.9% |
| MRK Merck & Co. Inc. | 0.10% | 11,273 | $1.4M | Reduce -2.1% |
| V Visa Inc. Class A | 0.09% | 4,011 | $1.4M | Reduce -8.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 2,649 | $1.3M | Reduce -8.0% |
| VHT Vanguard Health Care ETF | 0.09% | 4,193 | $1.3M | Reduce -18.5% |
| ABT Abbott Laboratories | 0.08% | 12,765 | $1.2M | Add +80.7% |
| C Citigroup Inc. | 0.08% | 8,154 | $1.1M | Add +12.6% |
| QTEC First Trust Nasdq 100 Tech I | 0.06% | 2,612 | $874K | Reduce -4.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.05% | 1,618 | $773K | Add +5.4% |
| ORCL Oracle Corp. | 0.05% | 5,071 | $743K | Reduce -6.7% |
| DELL Dell Technologies -C | 0.05% | 1,667 | $719K | Reduce -20.6% |
| KBWB Invesco KBW Bank ETF | 0.04% | 6,280 | $584K | Reduce -3.1% |
| CVS CVS Health Corp. | 0.04% | 5,005 | $518K | Add +7.7% |
| IHI iShares U.S. Medical Devices | 0.04% | 10,370 | $512K | Reduce -21.8% |
| IYG iShares U.S. Financial Servi | 0.03% | 5,327 | $482K | Reduce -16.4% |
| MA Mastercard Inc. Class A | 0.03% | 928 | $477K | Add +15.1% |
| NVMI Nova Ltd. | 0.03% | 877 | $476K | Reduce -1.8% |
| ARRY Array Technologies Inc. | 0.03% | 59,570 | $441K | Reduce -1.6% |
| BABA Alibaba Group Holding-SP ADR | 0.03% | 4,284 | $411K | Reduce -0.1% |
| FDN First Trust DJ Internet Ind | 0.03% | 1,545 | $409K | Reduce -37.4% |
| IWM iShares Russell 2000 ETF | 0.03% | 1,321 | $397K | No change |
| SMH Vaneck Semiconductor ETF | 0.03% | 599 | $393K | Reduce -0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 1,368 | $385K | New |
| WMT Walmart Inc. | 0.03% | 3,295 | $373K | Reduce -17.9% |
| ANET Arista Networks Inc. | 0.03% | 2,141 | $364K | New |
| IAK iShares U.S. Insurance ETF | 0.02% | 2,520 | $354K | Reduce -14.0% |
| JNJ Johnson & Johnson | 0.02% | 1,238 | $314K | Add +15.4% |
| ITB iShares U.S. Home Constructi | 0.02% | 2,998 | $313K | Reduce -11.5% |
| PANW Palo Alto Networks Inc. | 0.02% | 910 | $310K | Reduce -42.8% |
| VGT Vanguard Info Tech ETF | 0.02% | 2,304 | $275K | No change |
| AVGO Broadcom Inc. | 0.02% | 705 | $266K | Add +2.6% |
| CAT Caterpillar Inc. | 0.02% | 247 | $263K | New |
| BKNG Booking Holdings Inc. | 0.02% | 1,435 | $256K | Reduce -8.9% |
| PPH Vaneck Pharmaceutical ETF | 0.02% | 2,299 | $251K | Reduce -7.0% |
| GS Goldman Sachs Group Inc. | 0.02% | 243 | $246K | New |
| SKYY First Trust Cloud Computing | 0.02% | 1,779 | $239K | Reduce -59.7% |
| XLE SS Energy Select Sector | 0.02% | 4,462 | $237K | Reduce -11.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 4,924 | $223K | New |
| VIS Vanguard Industrials ETF | 0.02% | 610 | $220K | Reduce -6.4% |
| BETA Beta Technologies Inc. Class A | 0.01% | 13,000 | $218K | New |
| PATH Uipath Inc. Class A | 0.01% | 15,755 | $171K | Reduce -1.1% |
| QXL Quantum X Labs Inc. | 0.01% | 20,000 | $114K | New |
| LYG Lloyds Banking Group PLC-ADR | 0.01% | 13,000 | $76K | No change |
| GPRO Gopro Inc. Class A | 0.00% | 43,750 | $34K | No change |
| INVZ Innoviz Technologies Ltd. | 0.00% | 15,700 | $12K | No change |
Other holdings (11): bonds, preferreds, convertibles and warrants · $50.0M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SPIB SS SPDR P Int C Corp. ETF | ST INTER BD ETF · principal | 788,820 | $26.4M | Add +51.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | IBOXX INV CP ETF · principal | 105,836 | $11.5M | Reduce -7.0% |
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP · principal | 52,024 | $4.3M | Reduce -2.1% |
| IEI iShares 3-7 Year Treasury Bo | 3 7 YR TREAS BD · principal | 13,858 | $1.6M | Reduce -5.2% |
| SOUTHERN CO (SO 3.25 06/15/28) | NOTE 3.250% 6/1 · principal | 1,494,000 | $1.5M | New |
| SOLAR EDGE TECHNOLOGIES (SEDG 2.25 07/01/29) | NOTE 2.250% 7/0 · principal | 770,000 | $1.5M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | SHRT TRM CORP BD · principal | 13,880 | $1.1M | Reduce -1.2% |
| IEF iShares 7-10 Year Treasury B | 7-10 YR TRSY BD · principal | 8,777 | $830K | Reduce -4.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | ISHS 1-5YR INVS · principal | 13,697 | $718K | Reduce -9.0% |
| AGG iShares Core U.S. Aggregate | CORE US AGGBD ET · principal | 3,836 | $380K | Reduce -4.3% |
| RIVIAN AUTO INC (RIVN 3.625 10/15/30) | NOTE 3.625%10/1 · principal | 150,000 | $161K | Add +50.0% |
Total filed on the 13F, all lines: $1.5B.
Portfolio Sells Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Reduce -14.7% | 6.24% | −8.91 |
| BIV Vanguard Intermediate-Term B | Reduce -25.6% | 2.02% | −4.45 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.8% | 3.02% | −2.97 |
| XLC SS Comm Select Sector SPDR | Reduce -15.4% | 0.84% | −1.61 |
| AMZN Amazon.com Inc. | Reduce -2.3% | 1.43% | −1.61 |
| GOOG Alphabet Inc. Class C | Reduce -1.7% | 1.44% | −1.39 |
| XLF SS Financial Select Sector | Reduce -4.6% | 0.92% | −1.19 |
| XLV SS Health Care Select Sector | Reduce -17.8% | 0.55% | −0.93 |
| VXUS Vanguard Total Intl Stock | Reduce -8.4% | 0.64% | −0.86 |
| SOXX iShares Semiconductor ETF | Reduce -9.1% | 2.17% | −0.74 |
| AAPL Apple Inc. | Reduce -4.5% | 0.47% | −0.55 |
| PAVE Global X US Infrastructure | Reduce -1.8% | 0.47% | −0.51 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -21.5% | 0.50% | −0.51 |
| KLAC KLA Corp. | Reduce -4.7% | 2.27% | −0.50 |
| XLY SS Consumer Disc Select Sect | Reduce -7.5% | 0.34% | −0.47 |
| IGV iShares Expanded Tech-Softwa | Reduce -36.4% | 0.20% | −0.46 |
| CHKP Check Point Software Tech | Reduce -2.7% | 0.27% | −0.45 |
| JPM JPMorgan Chase & Co. | Reduce -3.2% | 0.33% | −0.40 |
| BIDU Baidu Inc. - Spon ADR | Reduce -8.7% | 0.26% | −0.40 |
| CSCO Cisco Systems Inc. | Reduce -4.3% | 0.58% | −0.37 |
| ZM Zoom Communications Inc. | Reduce -1.5% | 0.28% | −0.35 |
| CRM Salesforce Inc. | Reduce -6.5% | 0.16% | −0.32 |
| PFE Pfizer Inc. | Reduce -0.3% | 0.18% | −0.32 |
| SHLD Global X Defense Tech ETF | Reduce -5.4% | 0.14% | −0.27 |
| ABBV Abbvie Inc. | Reduce -2.3% | 0.22% | −0.24 |
| VEEV Veeva Systems Inc. Class A | Reduce -4.5% | 0.14% | −0.21 |
| SEDG Solaredge Technologies Inc. | Reduce -9.5% | 0.16% | −0.21 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -7.4% | 0.15% | −0.19 |
| SNPS Synopsys Inc. | Reduce -1.6% | 0.14% | −0.16 |
| LLY Eli Lilly & Co. | Reduce -4.5% | 0.18% | −0.16 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -27.9% | 0.11% | −0.14 |
| VHT Vanguard Health Care ETF | Reduce -18.5% | 0.09% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -8.0% | 0.09% | −0.13 |
| EQIX Equinix Inc. | Reduce -0.1% | 0.11% | −0.13 |
| JETS US Global Jets ETF | Reduce -5.3% | 0.15% | −0.13 |
| MRK Merck & Co. Inc. | Reduce -2.1% | 0.10% | −0.13 |
| V Visa Inc. Class A | Reduce -8.6% | 0.09% | −0.12 |
| IHI iShares U.S. Medical Devices | Reduce -21.8% | 0.04% | −0.08 |
| ORCL Oracle Corp. | Reduce -6.7% | 0.05% | −0.08 |
| INTC Intel Corp. | Reduce -42.3% | 0.25% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -8.8% | 0.11% | −0.08 |
| TDOC Teladoc Health Inc. | Sold out | 0.00% | −0.08 |
| AMAT Applied Materials Inc. | Reduce -25.6% | 0.13% | −0.07 |
| FDN First Trust DJ Internet Ind | Reduce -37.4% | 0.03% | −0.07 |
| SKYY First Trust Cloud Computing | Reduce -59.7% | 0.02% | −0.06 |
| BABA Alibaba Group Holding-SP ADR | Reduce -0.1% | 0.03% | −0.06 |
| WMT Walmart Inc. | Reduce -17.9% | 0.03% | −0.06 |
| IYG iShares U.S. Financial Servi | Reduce -16.4% | 0.03% | −0.05 |
| KBWB Invesco KBW Bank ETF | Reduce -3.1% | 0.04% | −0.04 |
| ARRY Array Technologies Inc. | Reduce -1.6% | 0.03% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| TSLA Tesla Inc. | Add +55604.5% | 32.55% | +32.43 |
| IVV iShares Core S&P 500 ETF | New | 13.69% | +13.69 |
| SPBO SS SPDR P Corp. Bond ETF | New | 2.49% | +2.49 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +150.7% | 3.46% | +0.19 |
| MU Micron Technology Inc. | Add +53.8% | 0.16% | +0.09 |
| IBM Intl Business Machines Corp. | New | 0.03% | +0.03 |
| ANET Arista Networks Inc. | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | New | 0.02% | +0.02 |
| GS Goldman Sachs Group Inc. | New | 0.02% | +0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.02% | +0.02 |
| BETA Beta Technologies Inc. Class A | New | 0.01% | +0.01 |
| QXL Quantum X Labs Inc. | New | 0.01% | +0.01 |
| AVGO Broadcom Inc. | Add +2.6% | 0.02% | −0.02 |
| CVS CVS Health Corp. | Add +7.7% | 0.04% | −0.02 |
| JNJ Johnson & Johnson | Add +15.4% | 0.02% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.4% | 0.05% | −0.03 |
| MA Mastercard Inc. Class A | Add +15.1% | 0.03% | −0.03 |
| ABT Abbott Laboratories | Add +80.7% | 0.08% | −0.04 |
| NOW ServiceNow Inc. | Add +97.8% | 0.18% | −0.05 |
| META Meta Platforms Inc. Class A | Add +72.1% | 0.13% | −0.05 |
| C Citigroup Inc. | Add +12.6% | 0.08% | −0.06 |
| QCOM Qualcomm Inc. | Add +26.8% | 0.25% | −0.08 |
| CDNS Cadence Design SYS Inc. | Add +3.4% | 0.13% | −0.09 |
| ZS Zscaler Inc. | Add +51.1% | 0.18% | −0.10 |
| EW Edwards Lifesciences Corp. | Add +0.7% | 0.12% | −0.13 |
| NKE Nike Inc. Class B | Add +26.9% | 0.11% | −0.15 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +2.9% | 0.22% | −0.17 |
| NVDA Nvidia Corp. | Add +36.0% | 0.32% | −0.17 |
| GOOGL Alphabet Inc. Class A | Add +3.9% | 0.23% | −0.19 |
| EPAM Epam Systems Inc. | Add +32.9% | 0.10% | −0.21 |
| VT Vanguard Tot World STK ETF | Add +3.2% | 0.21% | −0.21 |
| XAR SS SPDR S&P Aerospace Def | Add +0.6% | 0.21% | −0.24 |
| XLI SS Industrial Select Sector | Add +19.3% | 0.56% | −0.41 |
| XLK SS Technology Select Sector | Add +1.9% | 1.25% | −0.78 |
| MSFT Microsoft Corp. | Add +17.4% | 0.88% | −0.89 |
| EZU iShares MSCI Eurozone ETF | Add +1.4% | 1.11% | −1.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +30.8% | 7.26% | −4.25 |
Notes & Other Activity Q1 2026 → Q2 2026
| SPIB SS SPDR P Int C Corp. ETF | ST INTER BD ETF · principal | Add +51.0% | 788,820 | $26.4M |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | IBOXX INV CP ETF · principal | Reduce -7.0% | 105,836 | $11.5M |
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP · principal | Reduce -2.1% | 52,024 | $4.3M |
| IEI iShares 3-7 Year Treasury Bo | 3 7 YR TREAS BD · principal | Reduce -5.2% | 13,858 | $1.6M |
| SOUTHERN CO (SO 3.25 06/15/28) | NOTE 3.250% 6/1 · principal | New | 1,494,000 | $1.5M |
| VCSH Vanguard S/T Corp. Bond ETF | SHRT TRM CORP BD · principal | Reduce -1.2% | 13,880 | $1.1M |
| IEF iShares 7-10 Year Treasury B | 7-10 YR TRSY BD · principal | Reduce -4.8% | 8,777 | $830K |
| IGSB iShares 1-5Y Inv Grade Corp. | ISHS 1-5YR INVS · principal | Reduce -9.0% | 13,697 | $718K |
| AGG iShares Core U.S. Aggregate | CORE US AGGBD ET · principal | Reduce -4.3% | 3,836 | $380K |
| RIVIAN AUTO INC (RIVN 3.625 10/15/30) | NOTE 3.625%10/1 · principal | Add +50.0% | 150,000 | $161K |
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 |