Cerity Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Cerity Partners LLC reported 2,624 stock positions worth $56.0 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 4.3% of the portfolio, followed by Microsoft (MSFT, 3.3%) and Apple (AAPL, 3.2%). Compared with Q1 2025, it opened 317 new positions, sold out of 158, added to 1,272 and reduced 940. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale Unitedhealth (UNH, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001566475
- Portfolio Value
- $56.0B (Q2 2025)
- SEC Filing
- 0001566475-25-000013 ↗ filed Aug 13, 2025
Holdings Value
Holdings 2,624 stocks · $56.0B
| VOO Vanguard S&P 500 ETF | 4.34% | 4,281,559 | $2.4B | Add +9.8% |
| MSFT Microsoft Corp. | 3.28% | 3,691,254 | $1.8B | Add +2.0% |
| AAPL Apple Inc. | 3.23% | 8,850,687 | $1.8B | Add +3.5% |
| NVDA Nvidia Corp. | 3.06% | 10,910,206 | $1.7B | Add +1.0% |
| IVV iShares Core S&P 500 ETF | 2.51% | 2,264,625 | $1.4B | Add +9.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.21% | 2,205,136 | $1.2B | Reduce -1.9% |
| PG The Procter & Gamble Co. | 1.86% | 6,533,700 | $1.0B | Add +0.5% |
| VEA Vanguard Ftse Developed ETF | 1.78% | 17,482,679 | $996.7M | Add +5.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.74% | 11,680,694 | $975.1M | Add +18.8% |
| AMZN Amazon.com Inc. | 1.69% | 4,315,439 | $946.8M | Add +2.1% |
| AVGO Broadcom Inc. | 1.42% | 2,879,439 | $793.7M | Add +0.8% |
| QUAL iShares MSCI USA Quality Fac | 1.23% | 3,755,880 | $686.9M | Add +39.6% |
| AGG iShares Core U.S. Aggregate | 1.19% | 6,704,353 | $665.1M | Add +7.3% |
| META Meta Platforms Inc. Class A | 1.16% | 880,958 | $650.2M | Reduce -22.9% |
| GOOGL Alphabet Inc. Class A | 1.09% | 3,477,919 | $613.0M | Add +4.5% |
| JPM JPMorgan Chase & Co. | 1.03% | 1,997,882 | $579.2M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 1.02% | 3,283,668 | $570.2M | Add +3.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.91% | 1,671,202 | $508.0M | Add +2.5% |
| LLY Eli Lilly & Co. | 0.84% | 607,198 | $471.9M | Add +1.2% |
| SCHX Schwab US Large-Cap ETF | 0.82% | 18,731,019 | $457.8M | Add +0.3% |
| IJR iShares Core S&P Small-Cap E | 0.73% | 3,754,934 | $410.4M | Add +50.8% |
| CACC Credit Acceptance Corp. | 0.72% | 796,654 | $405.8M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.72% | 731,557 | $403.6M | Add +4.6% |
| V Visa Inc. Class A | 0.70% | 1,112,483 | $395.0M | Add +1.5% |
| COST Costco Wholesale Corp. | 0.70% | 393,707 | $389.7M | Add +1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.67% | 774,995 | $376.5M | Add +6.6% |
| IWF iShares Russell 1000 Growth | 0.67% | 884,860 | $375.7M | Reduce -4.9% |
| RSP Invesco S&P 500 Equal Weight | 0.55% | 1,701,457 | $309.2M | Add +24.1% |
| WMT Walmart Inc. | 0.51% | 2,950,448 | $288.5M | Reduce -1.4% |
| HD Home Depot Inc. | 0.49% | 755,550 | $277.0M | Add +4.0% |
| JNJ Johnson & Johnson | 0.49% | 1,811,564 | $276.8M | Add +2.2% |
| ITOT iShares Core S&P Total U.S. | 0.49% | 2,030,281 | $274.2M | Reduce -3.4% |
| IJH iShares Core S&P Midcap ETF | 0.49% | 4,406,810 | $273.3M | Reduce -1.9% |
| MTUM iShares MSCI USA Momentum Fa | 0.48% | 1,122,722 | $269.8M | Add +4.8% |
| SPAB SS SPDR P Agg Bond ETF | 0.48% | 10,533,231 | $269.7M | Add +5.8% |
| IEMG iShares Core MSCI Emerging | 0.48% | 4,444,636 | $266.9M | Add +8.8% |
| JPST JPMorgan Ultra-Short Income | 0.47% | 5,231,134 | $265.1M | Add +5.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.46% | 921,472 | $258.3M | Add +16.3% |
| IWB iShares Russell 1000 ETF | 0.45% | 749,361 | $254.5M | Add +1.6% |
| SGOV iShares 0-3 Month Treasury B | 0.44% | 2,473,988 | $249.1M | Add +110.4% |
| ITW Illinois Tool Works | 0.42% | 947,224 | $234.2M | Add +1.9% |
| VGIT Vanguard Intermediate-Term T | 0.41% | 3,825,863 | $228.8M | Add +51.4% |
| ORCL Oracle Corp. | 0.41% | 1,041,970 | $227.8M | Add +2.0% |
| MA Mastercard Inc. Class A | 0.40% | 395,636 | $222.3M | Add +9.3% |
| XOM Exxon Mobil Corp. | 0.39% | 2,014,446 | $217.2M | New |
| VGSH Vanguard Short-Term Treasury | 0.39% | 3,677,985 | $216.2M | Add +0.3% |
| IEI iShares 3-7 Year Treasury Bo | 0.38% | 1,799,516 | $214.3M | Reduce -22.8% |
| ABBV Abbvie Inc. | 0.37% | 1,132,136 | $210.2M | Add +15.6% |
| ABT Abbott Laboratories | 0.37% | 1,538,380 | $209.2M | Add +2.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.37% | 2,511,067 | $208.1M | Add +1.6% |
| SCHP Schwab U.S. Tips ETF | 0.37% | 7,767,777 | $207.2M | Add +2.3% |
| BSV Vanguard Short-Term Bond ETF | 0.37% | 2,604,203 | $205.0M | Add +2.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.36% | 4,152,644 | $203.6M | Add +1.0% |
| IQLT iShares MSCI International Q | 0.36% | 4,618,991 | $199.9M | Add +19.1% |
| IAU iShares Gold Trust | 0.34% | 3,059,854 | $190.8M | Reduce -6.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 3,991,164 | $188.9M | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.32% | 3,455,643 | $180.9M | Add +0.5% |
| AVEM Avantis Emerging Markets Eq | 0.32% | 2,615,107 | $179.7M | Add +13.9% |
| PANW Palo Alto Networks Inc. | 0.32% | 873,126 | $178.7M | Add +2.2% |
| CRM Salesforce Inc. | 0.32% | 654,015 | $178.4M | Add +7.3% |
| NFLX Netflix Inc. | 0.32% | 132,591 | $177.5M | Add +20.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.32% | 1,430,975 | $176.7M | Reduce -0.1% |
| CVX Chevron Corp. | 0.31% | 1,223,425 | $175.2M | Reduce -1.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.31% | 394,581 | $173.0M | Add +8.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.31% | 2,571,824 | $172.9M | Add +2.4% |
| CSCO Cisco Systems Inc. | 0.31% | 2,488,536 | $172.7M | Add +0.9% |
| VGT Vanguard Info Tech ETF | 0.31% | 257,863 | $171.0M | Reduce -0.1% |
| SCHM Schwab US Mid Cap ETF | 0.30% | 6,003,923 | $168.4M | Reduce -13.1% |
| RTX RTX Corp. | 0.30% | 1,134,598 | $165.7M | Add +2.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.29% | 449,938 | $164.8M | Add +7.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.28% | 892,606 | $157.8M | Add +18.5% |
| MRK Merck & Co. Inc. | 0.28% | 1,986,725 | $157.3M | Add +0.1% |
| AVLV Avantis US Large Cap Value | 0.27% | 2,207,273 | $150.6M | Add +12655.1% |
| INTU Intuit Inc. | 0.27% | 191,066 | $150.5M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 628,562 | $149.0M | Add +8.8% |
| SCHD Schwab US DVD Equity ETF | 0.26% | 5,594,469 | $148.3M | Reduce -0.5% |
| SCHF Schwab Intl Equity ETF | 0.26% | 6,655,981 | $147.1M | Add +0.3% |
| DFAC Dimensional US Core Equity 2 | 0.26% | 4,094,600 | $146.8M | Reduce -3.1% |
| VWO Vanguard Ftse Emerging Marke | 0.26% | 2,966,897 | $146.7M | Reduce -2.0% |
| APH Amphenol Corp. Class A | 0.26% | 1,481,171 | $146.3M | Add +9.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.26% | 286,305 | $145.8M | Add +2.9% |
| BLK BlackRock Inc. | 0.26% | 137,607 | $144.4M | Reduce -0.4% |
| VXF Vanguard Extended Market ETF | 0.26% | 748,054 | $144.2M | Reduce -12.9% |
| EFA iShares MSCI Eafe ETF | 0.26% | 1,618,159 | $143.5M | New |
| TSLA Tesla Inc. | 0.26% | 457,134 | $143.3M | Add +13.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.26% | 1,152,806 | $143.0M | Add +2.7% |
| MCD McDonald's Corp. | 0.25% | 483,749 | $141.3M | Reduce -1.7% |
| BSX Boston Scientific Corp. | 0.25% | 1,301,504 | $139.8M | Add +0.8% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 651,453 | $133.3M | Add +3.2% |
| RODM Hartford Multifact Dev MRKT | 0.24% | 3,897,165 | $132.9M | Reduce -27.6% |
| GLD SPDR Gold Shares | 0.23% | 426,750 | $130.1M | Reduce -3.5% |
| HON Honeywell International Inc. | 0.22% | 539,643 | $125.7M | Add +9.2% |
| SYK Stryker Corp. | 0.22% | 314,580 | $124.5M | Add +16.1% |
| GS Goldman Sachs Group Inc. | 0.22% | 175,609 | $124.3M | Reduce -1.1% |
| PEP Pepsico Inc. | 0.22% | 938,159 | $123.9M | Reduce -2.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 540,932 | $122.5M | Reduce -4.9% |
| BND Vanguard Total Bond Market | 0.22% | 1,637,262 | $120.6M | Reduce -2.7% |
| DFIV Dimensional International Va | 0.21% | 2,766,692 | $118.5M | Add +4.1% |
| AMGN Amgen Inc. | 0.21% | 423,019 | $118.1M | Add +4.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.21% | 263,692 | $117.4M | Add +4.3% |
Options reported separately and not counted above: ANET calls ($26.7M).
Other holdings (1): bonds, preferreds, convertibles and warrants · $225K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 185 | $225K | No change |
Total filed on the 13F, all lines: $56.1B.
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -30.6% | 0.17% | −0.31 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -48.6% | 0.19% | −0.23 |
| META Meta Platforms Inc. Class A | Reduce -22.9% | 1.16% | −0.19 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -22.8% | 0.38% | −0.18 |
| VLUE iShares MSCI USA Value Facto | Reduce -91.2% | 0.01% | −0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.9% | 2.21% | −0.13 |
| JPME JPM Diver Ret US MC Equity | Reduce -85.8% | 0.02% | −0.13 |
| CACC Credit Acceptance Corp. | Reduce -0.1% | 0.72% | −0.12 |
| CVX Chevron Corp. | Reduce -1.8% | 0.31% | −0.12 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -67.3% | 0.04% | −0.11 |
| RODM Hartford Multifact Dev MRKT | Reduce -27.6% | 0.24% | −0.11 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -85.7% | 0.01% | −0.08 |
| PEP Pepsico Inc. | Reduce -2.5% | 0.22% | −0.08 |
| SCHM Schwab US Mid Cap ETF | Reduce -13.1% | 0.30% | −0.07 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.9% | 0.16% | −0.07 |
| VNQ Vanguard Real Estate ETF | Reduce -30.0% | 0.10% | −0.06 |
| MCD McDonald's Corp. | Reduce -1.7% | 0.25% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.5% | 0.26% | −0.06 |
| IAU iShares Gold Trust | Reduce -6.3% | 0.34% | −0.06 |
| SCHA Schwab US Small-Cap ETF | Reduce -18.7% | 0.18% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.9% | 0.49% | −0.05 |
| APD Air Products & Chemicals Inc. | Reduce -38.2% | 0.05% | −0.05 |
| VXF Vanguard Extended Market ETF | Reduce -12.9% | 0.26% | −0.05 |
| TJX TJX Companies Inc. | Reduce -0.1% | 0.32% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.6% | 0.07% | −0.04 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.04 |
| IEF iShares 7-10 Year Treasury B | Reduce -9.0% | 0.16% | −0.04 |
| UNP Union Pacific Corp. | Reduce -6.5% | 0.15% | −0.04 |
| BND Vanguard Total Bond Market | Reduce -2.7% | 0.22% | −0.04 |
| CPB The Campbell's Company | Reduce -16.5% | 0.05% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -3.4% | 0.49% | −0.04 |
| CVS CVS Health Corp. | Reduce -33.4% | 0.05% | −0.04 |
| CME Cme Group Inc. | Reduce -28.1% | 0.06% | −0.03 |
| COP Conocophillips | Reduce -15.5% | 0.06% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -7.7% | 0.15% | −0.03 |
| KMB Kimberly-Clark Corp. | Reduce -17.2% | 0.06% | −0.03 |
| HTO H2O America | Reduce -1.4% | 0.13% | −0.03 |
| BABA Alibaba Group Holding-SP ADR | Reduce -27.3% | 0.04% | −0.03 |
| GLD SPDR Gold Shares | Reduce -3.5% | 0.23% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -8.0% | 0.10% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -5.8% | 0.21% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Reduce -6.9% | 0.13% | −0.03 |
| VHT Vanguard Health Care ETF | Reduce -27.5% | 0.04% | −0.03 |
| NMFC New Mountain Finance Corp. | Reduce -19.8% | 0.05% | −0.03 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -2.5% | 0.14% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -1.6% | 0.11% | −0.03 |
| WMT Walmart Inc. | Reduce -1.4% | 0.51% | −0.02 |
| DFAC Dimensional US Core Equity 2 | Reduce -3.1% | 0.26% | −0.02 |
| EXC Exelon Corp. | Reduce -41.4% | 0.02% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +1.0% | 3.06% | +0.66 |
| MSFT Microsoft Corp. | Add +2.0% | 3.28% | +0.48 |
| AVGO Broadcom Inc. | Add +0.8% | 1.42% | +0.43 |
| XOM Exxon Mobil Corp. | New | 0.39% | +0.39 |
| BAC Bank of America Corp. | New | 0.34% | +0.34 |
| QUAL iShares MSCI USA Quality Fac | Add +39.6% | 1.23% | +0.28 |
| INTU Intuit Inc. | New | 0.27% | +0.27 |
| AVLV Avantis US Large Cap Value | Add +12655.1% | 0.27% | +0.27 |
| EFA iShares MSCI Eafe ETF | New | 0.26% | +0.26 |
| VOO Vanguard S&P 500 ETF | Add +9.8% | 4.34% | +0.22 |
| IEFA iShares Core MSCI Eafe ETF | Add +18.8% | 1.74% | +0.21 |
| SGOV iShares 0-3 Month Treasury B | Add +110.4% | 0.44% | +0.20 |
| IJR iShares Core S&P Small-Cap E | Add +50.8% | 0.73% | +0.20 |
| SCHO Schwab Short-Term US Treas | Add +5194.3% | 0.14% | +0.14 |
| ADP Automatic Data Processing | New | 0.13% | +0.13 |
| IVV iShares Core S&P 500 ETF | Add +9.5% | 2.51% | +0.12 |
| ORCL Oracle Corp. | Add +2.0% | 0.41% | +0.11 |
| NFLX Netflix Inc. | Add +20.3% | 0.32% | +0.11 |
| DFSV Dimensional US Small Cap Val | Add +225.3% | 0.16% | +0.11 |
| VGIT Vanguard Intermediate-Term T | Add +51.4% | 0.41% | +0.10 |
| COF Capital One Financial Corp. | Add +201.1% | 0.12% | +0.08 |
| APH Amphenol Corp. Class A | Add +9.1% | 0.26% | +0.08 |
| IBIT iShares Bitcoin Trust ETF | Add +160.6% | 0.11% | +0.07 |
| SCHR Schwab Intermediate-Term US | Add +9015.7% | 0.07% | +0.07 |
| RWL Invesco S&P 500 Revenue ETF | New | 0.07% | +0.07 |
| VOOG Vanguard S&P 500 Growth ETF | Add +1688.5% | 0.07% | +0.07 |
| RSP Invesco S&P 500 Equal Weight | Add +24.1% | 0.55% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.9% | 0.26% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +4.4% | 0.18% | +0.06 |
| IDEV iShares Core MSCI Dev MKTS | Add +504.9% | 0.07% | +0.06 |
| PAUG Innovator U.S. Equity Power | New | 0.05% | +0.05 |
| TSLA Tesla Inc. | Add +13.4% | 0.26% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.6% | 0.72% | +0.05 |
| USRT iShares Core US REIT ETF | Add +152.0% | 0.08% | +0.05 |
| MBB iShares MBS ETF | Add +601.2% | 0.05% | +0.04 |
| PDEC Innovator U.S. Equity Power | Add +2060.9% | 0.05% | +0.04 |
| UBER Uber Technologies Inc. | Add +21.5% | 0.16% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +5.1% | 1.78% | +0.04 |
| IQLT iShares MSCI International Q | Add +19.1% | 0.36% | +0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +16.3% | 0.46% | +0.04 |
| LOAR Loar Holdings Inc. | New | 0.04% | +0.04 |
| AVEM Avantis Emerging Markets Eq | Add +13.9% | 0.32% | +0.04 |
| AMZN Amazon.com Inc. | Add +2.1% | 1.69% | +0.04 |
| MTUM iShares MSCI USA Momentum Fa | Add +4.8% | 0.48% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +4.5% | 1.09% | +0.04 |
| DFAT Dimensional US Target Value | Add +59.4% | 0.11% | +0.03 |
| PSA Public Storage | Add +236.1% | 0.05% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +8.6% | 0.31% | +0.03 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +7.7% | 0.29% | +0.03 |
| NOW ServiceNow Inc. | Add +6.9% | 0.17% | +0.03 |
Options Activity Q1 2025 → Q2 2025
| XOM Exxon Mobil Corp. | put | Sold out | 2,000,653 | $237.9Mbefore exit |
| BAC Bank of America Corp. | put | Sold out | 4,169,922 | $174.0Mbefore exit |
| EFA iShares MSCI Eafe ETF | call | Sold out | 1,414,297 | $114.6Mbefore exit |
| INTU Intuit Inc. | put | Sold out | 185,221 | $113.7Mbefore exit |
| ADP Automatic Data Processing | put | Sold out | 238,918 | $73.0Mbefore exit |
| ANET Arista Networks Inc. | call | New | 272,835 | $26.7M |
| IYF iShares US Financials ETF | call | Sold out | 16,130 | $771Kbefore exit |
| MVIS Microvision Inc. | call | Sold out | 85,111 | $75Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2025 → Q2 2025
| RDW.WS Redwire Corp. -CW27 | *W EXP 05/27/202 | Sold out | 37,069 | $22Kbefore exit |
| SSTPW SYSTEM1 Inc.-CW | *W EXP 01/27/202 | Sold out | 35,000 | $525before 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 |