Cerity Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Cerity Partners LLC reported 2,464 stock positions worth $48.7 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 4.1% of the portfolio, followed by Apple (AAPL, 3.9%) and Microsoft (MSFT, 2.8%). Compared with Q4 2024, it opened 242 new positions, sold out of 190, added to 1,265 and reduced 865. The biggest buy was Meta Platforms Class A (META, shares +62%) and the biggest sale an exit from Exxon Mobil (XOM).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001566475
- Portfolio Value
- $48.7B (Q1 2025)
- SEC Filing
- 0001566475-25-000008 ↗ filed Apr 30, 2025
Holdings Value
Holdings 2,464 stocks · $48.7B
| VOO Vanguard S&P 500 ETF | 4.12% | 3,898,203 | $2.0B | Add +6.9% |
| AAPL Apple Inc. | 3.89% | 8,548,599 | $1.9B | Add +16.5% |
| MSFT Microsoft Corp. | 2.79% | 3,617,099 | $1.4B | Add +15.8% |
| NVDA Nvidia Corp. | 2.40% | 10,806,277 | $1.2B | Add +16.4% |
| IVV iShares Core S&P 500 ETF | 2.39% | 2,068,242 | $1.2B | Add +4.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.34% | 2,248,307 | $1.1B | Add +1.9% |
| PG The Procter & Gamble Co. | 2.28% | 6,501,095 | $1.1B | Add +1.0% |
| VEA Vanguard Ftse Developed ETF | 1.74% | 16,633,500 | $845.5M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 1.65% | 4,225,701 | $804.0M | Add +17.0% |
| IEFA iShares Core MSCI Eafe ETF | 1.53% | 9,832,131 | $743.8M | Add +9.6% |
| META Meta Platforms Inc. Class A | 1.35% | 1,142,252 | $658.3M | Add +61.9% |
| AGG iShares Core U.S. Aggregate | 1.27% | 6,246,217 | $617.9M | Add +6.8% |
| GOOGL Alphabet Inc. Class A | 1.06% | 3,328,122 | $514.7M | Add +17.4% |
| LLY Eli Lilly & Co. | 1.02% | 600,130 | $494.1M | Add +3.3% |
| GOOG Alphabet Inc. Class C | 1.01% | 3,173,396 | $492.7M | Add +33.8% |
| JPM JPMorgan Chase & Co. | 1.01% | 1,999,141 | $490.4M | Add +21.0% |
| AVGO Broadcom Inc. | 0.98% | 2,857,017 | $478.4M | Add +49.7% |
| QUAL iShares MSCI USA Quality Fac | 0.94% | 2,689,934 | $459.7M | Reduce -0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.92% | 1,630,879 | $448.2M | Add +3.6% |
| SCHX Schwab US Large-Cap ETF | 0.85% | 18,682,304 | $412.5M | Add +1.2% |
| CACC Credit Acceptance Corp. | 0.85% | 797,511 | $411.8M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.80% | 727,188 | $387.3M | Add +14.8% |
| V Visa Inc. Class A | 0.79% | 1,095,778 | $384.0M | Add +22.1% |
| COST Costco Wholesale Corp. | 0.75% | 386,991 | $366.0M | Add +4.0% |
| IWF iShares Russell 1000 Growth | 0.69% | 930,805 | $336.1M | Reduce -1.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.67% | 699,177 | $327.9M | Add +2.5% |
| JNJ Johnson & Johnson | 0.60% | 1,772,112 | $293.9M | Add +23.1% |
| IEI iShares 3-7 Year Treasury Bo | 0.57% | 2,329,857 | $275.2M | Add +5.5% |
| HD Home Depot Inc. | 0.55% | 726,317 | $266.2M | Add +15.6% |
| WMT Walmart Inc. | 0.54% | 2,990,710 | $262.5M | Add +69.2% |
| IJH iShares Core S&P Midcap ETF | 0.54% | 4,492,848 | $262.2M | Add +13.5% |
| IJR iShares Core S&P Small-Cap E | 0.54% | 2,489,394 | $260.3M | Add +1.7% |
| ITOT iShares Core S&P Total U.S. | 0.53% | 2,100,645 | $256.3M | Reduce -2.6% |
| SPAB SS SPDR P Agg Bond ETF | 0.52% | 9,959,641 | $254.4M | Add +6.0% |
| JPST JPMorgan Ultra-Short Income | 0.52% | 4,951,561 | $250.7M | Add +8.6% |
| RSP Invesco S&P 500 Equal Weight | 0.49% | 1,371,615 | $237.6M | Add +14.2% |
| UNH Unitedhealth Group Inc. | 0.48% | 443,059 | $232.1M | Reduce -7.1% |
| ITW Illinois Tool Works | 0.47% | 930,037 | $230.7M | Add +2.9% |
| IWB iShares Russell 1000 ETF | 0.47% | 737,801 | $226.3M | Reduce -0.0% |
| IEMG iShares Core MSCI Emerging | 0.45% | 4,085,182 | $220.5M | Add +4.2% |
| MTUM iShares MSCI USA Momentum Fa | 0.45% | 1,071,106 | $216.5M | Reduce -0.0% |
| VGSH Vanguard Short-Term Treasury | 0.44% | 3,666,884 | $215.2M | Add +5.9% |
| CVX Chevron Corp. | 0.43% | 1,245,218 | $208.3M | Add +3.3% |
| ABBV Abbvie Inc. | 0.42% | 979,028 | $205.1M | Add +12.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.42% | 792,549 | $205.0M | Add +9.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.42% | 2,471,323 | $204.5M | Add +3.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.42% | 2,182,869 | $204.4M | Add +4.0% |
| SCHP Schwab U.S. Tips ETF | 0.42% | 7,590,393 | $204.1M | Reduce -5.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.42% | 4,109,767 | $203.9M | Add +2.8% |
| ABT Abbott Laboratories | 0.41% | 1,507,268 | $199.9M | Add +49.8% |
| MA Mastercard Inc. Class A | 0.41% | 362,048 | $198.4M | Reduce -1.9% |
| BSV Vanguard Short-Term Bond ETF | 0.41% | 2,534,124 | $198.4M | Add +12.8% |
| IAU iShares Gold Trust | 0.40% | 3,264,440 | $192.5M | Reduce -0.2% |
| SCHM Schwab US Mid Cap ETF | 0.37% | 6,908,231 | $181.0M | Add +2.9% |
| MRK Merck & Co. Inc. | 0.37% | 1,985,822 | $178.3M | Add +11.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.36% | 3,438,461 | $175.6M | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.36% | 1,433,116 | $174.6M | Add +10.0% |
| RODM Hartford Multifact Dev MRKT | 0.34% | 5,385,430 | $166.9M | Add +1.5% |
| CRM Salesforce Inc. | 0.34% | 609,279 | $163.4M | Add +14.3% |
| SCHD Schwab US DVD Equity ETF | 0.32% | 5,620,573 | $157.2M | Reduce -0.3% |
| IQLT iShares MSCI International Q | 0.32% | 3,878,818 | $154.0M | Add +8.6% |
| MCD McDonald's Corp. | 0.32% | 491,929 | $153.7M | Add +8.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.31% | 2,512,379 | $152.4M | Add +6.7% |
| CSCO Cisco Systems Inc. | 0.31% | 2,465,316 | $152.1M | Add +3.3% |
| VGIT Vanguard Intermediate-Term T | 0.31% | 2,527,046 | $150.1M | Add +8.5% |
| VXF Vanguard Extended Market ETF | 0.30% | 858,551 | $147.9M | Add +12.7% |
| RTX RTX Corp. | 0.30% | 1,108,843 | $146.9M | Add +60.1% |
| PANW Palo Alto Networks Inc. | 0.30% | 854,579 | $145.8M | Add +4.3% |
| PEP Pepsico Inc. | 0.30% | 962,264 | $144.3M | Add +7.4% |
| ORCL Oracle Corp. | 0.29% | 1,021,466 | $142.8M | Add +20.4% |
| VGT Vanguard Info Tech ETF | 0.29% | 258,198 | $140.0M | Reduce -3.2% |
| DFAC Dimensional US Core Equity 2 | 0.29% | 4,223,927 | $139.3M | Add +1.1% |
| AVEM Avantis Emerging Markets Eq | 0.28% | 2,295,240 | $138.1M | Add +4.6% |
| VWO Vanguard Ftse Emerging Marke | 0.28% | 3,028,283 | $137.1M | Reduce -7.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.28% | 363,423 | $134.8M | Add +3.3% |
| SCHF Schwab Intl Equity ETF | 0.27% | 6,633,518 | $131.2M | Add +3.1% |
| BLK BlackRock Inc. | 0.27% | 138,207 | $130.8M | Add +13.8% |
| BSX Boston Scientific Corp. | 0.27% | 1,290,879 | $130.2M | Add +102.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.27% | 753,029 | $130.1M | Add +21.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.27% | 417,948 | $129.1M | Add +5.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.26% | 577,434 | $128.0M | Add +37.9% |
| GLD SPDR Gold Shares | 0.26% | 442,205 | $127.4M | Add +0.5% |
| AMGN Amgen Inc. | 0.26% | 406,047 | $126.5M | Add +4.3% |
| BND Vanguard Total Bond Market | 0.25% | 1,683,335 | $123.6M | Reduce -4.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.25% | 252,924 | $122.6M | Add +6.3% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 631,052 | $122.4M | Reduce -1.2% |
| SGOV iShares 0-3 Month Treasury B | 0.24% | 1,175,672 | $118.4M | Add +5.6% |
| IWM iShares Russell 2000 ETF | 0.23% | 570,372 | $113.8M | Add +4.5% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 226,777 | $112.8M | Add +40.4% |
| SCHA Schwab US Small-Cap ETF | 0.23% | 4,783,873 | $112.1M | Add +3.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.23% | 1,405,293 | $110.9M | Add +1.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 1,122,567 | $110.8M | Add +11.7% |
| SPEM State Street SP PTF Em ETF | 0.22% | 2,766,398 | $108.9M | Add +24.6% |
| WM Waste Management Inc. | 0.22% | 462,671 | $107.1M | Add +110.0% |
| FISV Fiserv Inc. | 0.22% | 476,569 | $105.2M | Add +17.2% |
| HON Honeywell International Inc. | 0.22% | 494,424 | $104.7M | Add +13.1% |
| DFIV Dimensional International Va | 0.21% | 2,657,547 | $104.6M | Add +3.6% |
| ACN Accenture PLC Class A | 0.21% | 331,745 | $103.5M | Add +14.0% |
| VXUS Vanguard Total Intl Stock | 0.21% | 1,665,392 | $103.4M | Add +0.7% |
| NFLX Netflix Inc. | 0.21% | 110,176 | $102.7M | Add +32.7% |
Options reported separately and not counted above: XOM puts ($237.9M), BAC puts ($174.0M), EFA calls ($114.6M), INTU puts ($113.7M), ADP puts ($73.0M), IYF calls ($771K), MVIS calls ($75K).
Other holdings (3): bonds, preferreds, convertibles and warrants · $251K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 185 | $229K | New |
| RDW.WS Redwire Corp. -CW27 | *W EXP 05/27/202 | 37,069 | $22K | No change |
| SSTPW SYSTEM1 Inc.-CW | *W EXP 01/27/202 | 35,000 | $525 | No change |
Total filed on the 13F, all lines: $48.7B.
Portfolio Sells Q4 2024 → Q1 2025
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.44 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.26 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.23 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.19 |
| IWF iShares Russell 1000 Growth | Reduce -1.4% | 0.69% | −0.13 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.12 |
| QUAL iShares MSCI USA Quality Fac | Reduce -0.0% | 0.94% | −0.09 |
| ADBE Adobe Inc. | Reduce -7.5% | 0.21% | −0.08 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.6% | 0.53% | −0.07 |
| VGT Vanguard Info Tech ETF | Reduce -3.2% | 0.29% | −0.07 |
| TTEK Tetra Tech Inc. | Reduce -93.6% | 0.00% | −0.07 |
| IQV Iqvia Holdings Inc. | Reduce -49.1% | 0.05% | −0.06 |
| UNH Unitedhealth Group Inc. | Reduce -7.1% | 0.48% | −0.06 |
| IWB iShares Russell 1000 ETF | Reduce -0.0% | 0.47% | −0.05 |
| ICSH iShares Ultra Short Duration | Reduce -61.3% | 0.03% | −0.05 |
| TREX Trex Company Inc. | Reduce -67.9% | 0.01% | −0.04 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -0.0% | 0.45% | −0.04 |
| TDW Tidewater Inc. | Reduce -6.1% | 0.04% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -7.8% | 0.28% | −0.03 |
| BX Blackstone Inc. | Reduce -0.6% | 0.11% | −0.03 |
| SCHP Schwab U.S. Tips ETF | Reduce -5.2% | 0.42% | −0.03 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -2.6% | 0.15% | −0.03 |
| XMMO Invesco S&P Midcap Momentum | Sold out | 0.00% | −0.03 |
| STZ Constellation Brands Inc. Class A | Reduce -16.7% | 0.04% | −0.02 |
| MINT PIMCO Enhanced Short Maturit | Reduce -31.2% | 0.04% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -4.3% | 0.25% | −0.02 |
| CFG Citizens Financial Group | Reduce -50.9% | 0.02% | −0.02 |
| HBAN Huntington Bancshares Inc. | Reduce -45.9% | 0.02% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.2% | 0.25% | −0.02 |
| VTRS Viatris Inc. | Reduce -55.5% | 0.01% | −0.02 |
| ADUS Addus Homecare Corp. | Reduce -84.1% | 0.00% | −0.02 |
| VONG Vanguard Russell 1000 Growth | Reduce -13.1% | 0.05% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -0.9% | 0.16% | −0.02 |
| MCHP Microchip Technology Inc. | Reduce -26.4% | 0.02% | −0.02 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -15.3% | 0.07% | −0.02 |
| RDNT Radnet Inc. | Reduce -33.3% | 0.02% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -5.8% | 0.09% | −0.02 |
| LYB Lyondellbasell Indu Class A | Reduce -69.4% | 0.01% | −0.02 |
| SCHH Schwab US REIT ETF | Reduce -9.0% | 0.12% | −0.02 |
| PAVE Global X US Infrastructure | Reduce -93.4% | 0.00% | −0.02 |
| OEF iShares S&P 100 ETF | Reduce -3.5% | 0.10% | −0.02 |
| XLK SS Technology Select Sector | Reduce -4.6% | 0.07% | −0.02 |
| DFUV Dimensional US Marketwide Va | Reduce -2.7% | 0.20% | −0.02 |
| GRID First TRST Nasd Class Edg Sgiif | Sold out | 0.00% | −0.02 |
| TGT Target Corp. | Reduce -8.2% | 0.03% | −0.02 |
| KKR KKR & Co. Inc. | Reduce -0.9% | 0.04% | −0.02 |
| IR Ingersoll-Rand Inc. | Reduce -20.8% | 0.03% | −0.02 |
| HAS Hasbro Inc. | Reduce -77.0% | 0.00% | −0.02 |
| PFE Pfizer Inc. | Reduce -1.4% | 0.10% | −0.02 |
| FTI Technipfmc PLC | Reduce -48.6% | 0.02% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| META Meta Platforms Inc. Class A | Add +61.9% | 1.35% | +0.46 |
| WMT Walmart Inc. | Add +69.2% | 0.54% | +0.20 |
| V Visa Inc. Class A | Add +22.1% | 0.79% | +0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +14.8% | 0.80% | +0.17 |
| JPM JPMorgan Chase & Co. | Add +21.0% | 1.01% | +0.17 |
| ABT Abbott Laboratories | Add +49.8% | 0.41% | +0.16 |
| IEFA iShares Core MSCI Eafe ETF | Add +9.6% | 1.53% | +0.16 |
| BSX Boston Scientific Corp. | Add +102.5% | 0.27% | +0.15 |
| JNJ Johnson & Johnson | Add +23.1% | 0.60% | +0.15 |
| RTX RTX Corp. | Add +60.1% | 0.30% | +0.13 |
| WM Waste Management Inc. | Add +110.0% | 0.22% | +0.12 |
| GS Goldman Sachs Group Inc. | Add +121.1% | 0.20% | +0.10 |
| ABBV Abbvie Inc. | Add +12.0% | 0.42% | +0.08 |
| CORT Corcept Therapeutics Inc. | Add +1.1% | 0.14% | +0.08 |
| DE Deere & Co. | Add +65.1% | 0.18% | +0.08 |
| MRSH Marsh & McLennan Cos | Add +107.7% | 0.13% | +0.07 |
| CL Colgate-Palmolive Co. | Add +176.1% | 0.12% | +0.07 |
| NFLX Netflix Inc. | Add +32.7% | 0.21% | +0.06 |
| VDC Vanguard Consumer Staple ETF | Add +1276.6% | 0.07% | +0.06 |
| XYL Xylem Inc. | Add +248.6% | 0.09% | +0.06 |
| AVGO Broadcom Inc. | Add +49.7% | 0.98% | +0.06 |
| VGK Vanguard Ftse Europe ETF | Add +170.2% | 0.10% | +0.06 |
| OTIS Otis Worldwide Corp. | Add +574.2% | 0.07% | +0.06 |
| MDT Medtronic PLC | Add +122.1% | 0.11% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +33.8% | 1.01% | +0.06 |
| BDX Becton Dickinson and Co. | Add +174.6% | 0.09% | +0.06 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +103.3% | 0.10% | +0.06 |
| CME Cme Group Inc. | Add +109.8% | 0.09% | +0.05 |
| TER Teradyne Inc. | Add +3221.6% | 0.06% | +0.05 |
| UL Unilever PLC | Add +220.9% | 0.08% | +0.05 |
| VPL Vanguard Ftse Pacific ETF | Add +282.3% | 0.07% | +0.05 |
| CVX Chevron Corp. | Add +3.3% | 0.43% | +0.05 |
| ALC Alcon Inc. | Add +211.3% | 0.07% | +0.05 |
| ECL Ecolab Inc. | Add +60.7% | 0.12% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +37.9% | 0.26% | +0.04 |
| GE General Electric | Add +24.1% | 0.16% | +0.04 |
| UBER Uber Technologies Inc. | Add +42.2% | 0.12% | +0.04 |
| AGG iShares Core U.S. Aggregate | Add +6.8% | 1.27% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +6.3% | 0.25% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +21.3% | 0.27% | +0.04 |
| GEHC GE Healthcare Technology | Add +373.2% | 0.05% | +0.04 |
| TMO Thermo Fisher Scientific Inc. | Add +40.4% | 0.23% | +0.04 |
| SPEM State Street SP PTF Em ETF | Add +24.6% | 0.22% | +0.04 |
| CVS CVS Health Corp. | Add +25.0% | 0.09% | +0.04 |
| AZN Astrazeneca PLC-Spons ADR | Add +122.9% | 0.07% | +0.04 |
| FISV Fiserv Inc. | Add +17.2% | 0.22% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +90.5% | 0.10% | +0.04 |
| CACC Credit Acceptance Corp. | Add +0.1% | 0.85% | +0.04 |
| ROP Roper Technologies Inc. | Add +41.6% | 0.10% | +0.03 |
| LLY Eli Lilly & Co. | Add +3.3% | 1.02% | +0.03 |
Options Activity Q4 2024 → Q1 2025
| XOM Exxon Mobil Corp. | put | New | 2,000,653 | $237.9M |
| BAC Bank of America Corp. | put | New | 4,169,922 | $174.0M |
| EFA iShares MSCI Eafe ETF | call | New | 1,414,297 | $114.6M |
| INTU Intuit Inc. | put | New | 185,221 | $113.7M |
| ADP Automatic Data Processing | put | New | 238,918 | $73.0M |
| IYF iShares US Financials ETF | call | New | 16,130 | $771K |
| MVIS Microvision Inc. | call | New | 85,111 | $75K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2024 → Q1 2025
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | New | 185 | $229K |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Sold out | 175 | $209Kbefore exit |
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 | 3,261 | $82.4B | VOO, AAPL, NVDA, IVV, SPY |
| Q1 2026 | 3,073 | $70.5B | VOO, AAPL, NVDA, IVV, MSFT |
| Q4 2025 | 2,834 | $68.6B | VOO, AAPL, NVDA, MSFT, IVV |
| Q3 2025 | 2,734 | $61.7B | VOO, AAPL, NVDA, MSFT, IVV |
| Q2 2025 | 2,624 | $56.0B | VOO, MSFT, AAPL, NVDA, IVV |
| Q1 2025 | 2,464 | $48.7B | VOO, AAPL, MSFT, NVDA, IVV |
| Q4 2024 | 2,412 | $46.1B | VOO, AAPL, MSFT, NVDA, SPY |
| Q3 2024 | 2,522 | $45.2B | VOO, AAPL, MSFT, SPY, PG |
| Q2 2024 | 2,217 | $36.8B | VOO, AAPL, MSFT, PG, IVV |
| Q1 2024 | 2,282 | $37.9B | VOO, MSFT, AAPL, PG, SPY |