Cerity Partners LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), Cerity Partners LLC reported 2,734 stock positions worth $61.7 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 4.4% of the portfolio, followed by Apple (AAPL, 3.6%) and Nvidia (NVDA, 3.5%). Compared with Q2 2025, it opened 268 new positions, sold out of 158, added to 1,367 and reduced 966. The biggest buy was Nvidia (NVDA, shares +7%) and the biggest sale Procter & Gamble (PG, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001566475
- Portfolio Value
- $61.7B (Q3 2025)
- SEC Filing
- 0001566475-25-000018 ↗ filed Oct 22, 2025
Holdings Value
Holdings 2,734 stocks · $61.7B
| VOO Vanguard S&P 500 ETF | 4.37% | 4,401,078 | $2.7B | Add +2.8% |
| AAPL Apple Inc. | 3.61% | 8,800,700 | $2.2B | Reduce -0.6% |
| NVDA Nvidia Corp. | 3.53% | 11,717,139 | $2.2B | Add +7.4% |
| MSFT Microsoft Corp. | 3.08% | 3,663,123 | $1.9B | Reduce -0.8% |
| IVV iShares Core S&P 500 ETF | 2.51% | 2,309,968 | $1.5B | Add +2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.15% | 2,186,767 | $1.3B | Reduce -0.8% |
| VEA Vanguard Ftse Developed ETF | 1.81% | 18,676,897 | $1.1B | Add +6.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.64% | 11,600,724 | $1.0B | Reduce -0.7% |
| AMZN Amazon.com Inc. | 1.60% | 4,498,676 | $985.6M | Add +4.3% |
| AVGO Broadcom Inc. | 1.54% | 2,872,494 | $947.7M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 1.53% | 6,144,729 | $944.1M | Reduce -6.0% |
| GOOGL Alphabet Inc. Class A | 1.35% | 3,418,726 | $831.1M | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 1.28% | 3,245,951 | $790.6M | Reduce -1.1% |
| QUAL iShares MSCI USA Quality Fac | 1.17% | 3,709,017 | $721.2M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 1.15% | 970,695 | $710.2M | Add +10.2% |
| AGG iShares Core U.S. Aggregate | 1.14% | 7,021,638 | $703.9M | Add +4.7% |
| JPM JPMorgan Chase & Co. | 1.01% | 1,965,883 | $620.1M | Reduce -1.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.91% | 1,710,873 | $561.4M | Add +2.4% |
| LLY Eli Lilly & Co. | 0.85% | 690,583 | $525.5M | Add +13.7% |
| SCHX Schwab US Large-Cap ETF | 0.81% | 18,864,225 | $496.9M | Add +0.7% |
| IJR iShares Core S&P Small-Cap E | 0.78% | 4,049,483 | $481.2M | Add +7.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.71% | 730,613 | $438.6M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 767,928 | $386.1M | Reduce -0.9% |
| V Visa Inc. Class A | 0.61% | 1,110,186 | $379.0M | Reduce -0.2% |
| IWF iShares Russell 1000 Growth | 0.61% | 798,380 | $374.0M | Reduce -9.8% |
| COST Costco Wholesale Corp. | 0.61% | 403,482 | $373.5M | Add +2.5% |
| CACC Credit Acceptance Corp. | 0.60% | 796,563 | $371.9M | Reduce -0.0% |
| RSP Invesco S&P 500 Equal Weight | 0.54% | 1,756,382 | $333.2M | Add +3.2% |
| JNJ Johnson & Johnson | 0.54% | 1,782,644 | $330.6M | Reduce -1.6% |
| IJH iShares Core S&P Midcap ETF | 0.53% | 4,992,224 | $325.8M | Add +13.3% |
| IEMG iShares Core MSCI Emerging | 0.51% | 4,735,848 | $312.2M | Add +6.5% |
| WMT Walmart Inc. | 0.50% | 3,011,208 | $310.3M | Add +2.1% |
| HD Home Depot Inc. | 0.50% | 762,518 | $308.9M | Add +0.9% |
| ORCL Oracle Corp. | 0.49% | 1,065,726 | $299.7M | Add +2.3% |
| MTUM iShares MSCI USA Momentum Fa | 0.48% | 1,151,952 | $295.4M | Add +2.6% |
| ITOT iShares Core S&P Total U.S. | 0.48% | 2,016,646 | $293.7M | Reduce -0.7% |
| SPAB SS SPDR P Agg Bond ETF | 0.46% | 11,074,917 | $286.3M | Add +5.1% |
| IWB iShares Russell 1000 ETF | 0.45% | 757,510 | $276.9M | Add +1.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.45% | 943,047 | $276.8M | Add +2.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.45% | 572,552 | $274.6M | Add +45.1% |
| ABBV Abbvie Inc. | 0.43% | 1,137,257 | $263.3M | Add +0.5% |
| JPST JPMorgan Ultra-Short Income | 0.42% | 5,092,944 | $258.4M | Reduce -2.6% |
| ITW Illinois Tool Works | 0.39% | 922,437 | $240.5M | Reduce -2.6% |
| VGSH Vanguard Short-Term Treasury | 0.38% | 3,961,733 | $233.1M | Add +7.7% |
| BSV Vanguard Short-Term Bond ETF | 0.37% | 2,906,337 | $229.3M | Add +11.6% |
| VGIT Vanguard Intermediate-Term T | 0.37% | 3,815,434 | $229.0M | Reduce -0.3% |
| IAU iShares Gold Trust | 0.37% | 3,129,037 | $227.7M | Add +2.3% |
| XOM Exxon Mobil Corp. | 0.37% | 1,999,860 | $225.5M | Reduce -0.7% |
| SCHP Schwab U.S. Tips ETF | 0.37% | 8,355,667 | $225.2M | Add +7.6% |
| MA Mastercard Inc. Class A | 0.36% | 392,203 | $223.1M | Reduce -0.9% |
| IEI iShares 3-7 Year Treasury Bo | 0.36% | 1,846,448 | $220.7M | Add +2.6% |
| TSLA Tesla Inc. | 0.36% | 501,356 | $220.4M | Add +9.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.35% | 2,617,150 | $217.1M | Add +4.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.34% | 1,469,597 | $212.4M | Add +2.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 4,098,167 | $211.4M | Add +2.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.34% | 4,214,984 | $211.0M | Add +1.5% |
| ABT Abbott Laboratories | 0.33% | 1,530,328 | $205.0M | Reduce -0.5% |
| IQLT iShares MSCI International Q | 0.33% | 4,601,128 | $203.6M | Reduce -0.4% |
| AVEM Avantis Emerging Markets Eq | 0.33% | 2,687,213 | $202.1M | Add +2.8% |
| CVX Chevron Corp. | 0.32% | 1,285,825 | $199.7M | Add +5.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.32% | 2,782,956 | $198.6M | Add +8.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.31% | 3,472,564 | $192.1M | Add +0.5% |
| VGT Vanguard Info Tech ETF | 0.31% | 256,353 | $191.4M | Reduce -0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 1,016,839 | $189.6M | Add +13.9% |
| RTX RTX Corp. | 0.31% | 1,127,670 | $188.7M | Reduce -0.6% |
| SGOV iShares 0-3 Month Treasury B | 0.30% | 1,861,672 | $187.5M | Reduce -24.8% |
| APH Amphenol Corp. Class A | 0.30% | 1,483,153 | $183.5M | Add +0.1% |
| PANW Palo Alto Networks Inc. | 0.30% | 900,934 | $183.4M | Add +3.2% |
| SCHD Schwab US DVD Equity ETF | 0.29% | 6,599,938 | $180.2M | Add +18.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.29% | 444,933 | $179.1M | Reduce -1.1% |
| VWO Vanguard Ftse Emerging Marke | 0.29% | 3,258,896 | $176.6M | Add +9.8% |
| CSCO Cisco Systems Inc. | 0.28% | 2,515,793 | $172.1M | Add +1.1% |
| NFLX Netflix Inc. | 0.27% | 144,157 | $168.1M | Add +8.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 650,785 | $165.5M | Add +3.5% |
| AVLV Avantis US Large Cap Value | 0.27% | 2,271,804 | $164.2M | Add +2.9% |
| BLK BlackRock Inc. | 0.26% | 139,072 | $162.1M | Add +1.1% |
| SCHM Schwab US Mid Cap ETF | 0.26% | 5,436,349 | $161.1M | Reduce -9.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.25% | 560,077 | $156.4M | Add +3.5% |
| DFAC Dimensional US Core Equity 2 | 0.25% | 4,038,467 | $155.8M | Reduce -1.4% |
| SCHF Schwab Intl Equity ETF | 0.25% | 6,686,521 | $155.7M | Add +0.5% |
| GLD SPDR Gold Shares | 0.25% | 428,548 | $152.4M | Add +0.4% |
| CRM Salesforce Inc. | 0.25% | 643,039 | $152.4M | Reduce -1.7% |
| VXF Vanguard Extended Market ETF | 0.24% | 712,413 | $149.1M | Reduce -4.8% |
| EFA iShares MSCI Eafe ETF | 0.24% | 1,607,941 | $148.9M | Reduce -0.6% |
| MCD McDonald's Corp. | 0.24% | 482,692 | $146.7M | Reduce -0.2% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 668,963 | $144.4M | Add +2.7% |
| PLTR Palantir Technologies Inc. Class A | 0.23% | 789,096 | $143.9M | Add +1.9% |
| GS Goldman Sachs Group Inc. | 0.23% | 180,301 | $143.6M | Add +2.7% |
| MRK Merck & Co. Inc. | 0.23% | 1,709,626 | $143.5M | Reduce -13.9% |
| IDEV iShares Core MSCI Dev MKTS | 0.23% | 1,770,943 | $142.0M | Add +259.9% |
| INTU Intuit Inc. | 0.23% | 207,045 | $141.4M | Add +8.4% |
| RODM Hartford Multifact Dev MRKT | 0.23% | 3,959,969 | $140.7M | Add +1.6% |
| PEP Pepsico Inc. | 0.23% | 990,905 | $139.2M | Add +5.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.22% | 282,207 | $138.4M | Reduce -1.4% |
| DFIV Dimensional International Va | 0.22% | 2,953,818 | $136.2M | Add +6.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 1,153,875 | $132.1M | Add +0.1% |
| GE General Electric filed as GE AEROSPACE | 0.21% | 430,337 | $129.5M | Add +4.3% |
| IWM iShares Russell 2000 ETF | 0.21% | 525,001 | $127.0M | Reduce -2.3% |
| USVM Victoryshares US Small Mid C | 0.20% | 1,393,859 | $126.2M | Add +2.1% |
| SPEM State Street SP PTF Em ETF | 0.20% | 2,688,945 | $125.9M | Add +0.7% |
Other holdings (5): bonds, preferreds, convertibles and warrants · $1.1M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| YDESW YD Bio Ltd. -30 | *W EXP 08/28/203 | 311,589 | $664K | New |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 185 | $237K | No change |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 165 | $204K | New |
| BIVIW Biovie Inc. -30 | *W EXP 08/08/203 | 20,101 | $8K | New |
| CLEARBRIDGE ENERGY MI-RT | RIGHT 10/10/2025 | 13,020 | $247 | Reduce -0.3% |
Total filed on the 13F, all lines: $61.7B.
Portfolio Sells Q2 2025 → Q3 2025
| PG The Procter & Gamble Co. | Reduce -6.0% | 1.53% | −0.33 |
| MSFT Microsoft Corp. | Reduce -0.8% | 3.08% | −0.20 |
| SGOV iShares 0-3 Month Treasury B | Reduce -24.8% | 0.30% | −0.14 |
| CACC Credit Acceptance Corp. | Reduce -0.0% | 0.60% | −0.12 |
| BND Vanguard Total Bond Market | Reduce -48.8% | 0.10% | −0.11 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.7% | 1.64% | −0.10 |
| V Visa Inc. Class A | Reduce -0.2% | 0.61% | −0.09 |
| CRM Salesforce Inc. | Reduce -1.7% | 0.25% | −0.07 |
| IWF iShares Russell 1000 Growth | Reduce -9.8% | 0.61% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 2.15% | −0.06 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.3% | 1.17% | −0.06 |
| BSX Boston Scientific Corp. | Reduce -5.8% | 0.19% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -34.6% | 0.05% | −0.05 |
| JPST JPMorgan Ultra-Short Income | Reduce -2.6% | 0.42% | −0.05 |
| FISV Fiserv Inc. | Reduce -2.8% | 0.10% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -13.9% | 0.23% | −0.05 |
| DE Deere & Co. | Reduce -12.6% | 0.12% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 0.63% | −0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.9% | 0.16% | −0.05 |
| PDEC Innovator U.S. Equity Power | Reduce -89.9% | 0.00% | −0.04 |
| ABT Abbott Laboratories | Reduce -0.5% | 0.33% | −0.04 |
| ADBE Adobe Inc. | Reduce -3.9% | 0.16% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -0.1% | 0.12% | −0.04 |
| SCHM Schwab US Mid Cap ETF | Reduce -9.4% | 0.26% | −0.04 |
| VGIT Vanguard Intermediate-Term T | Reduce -0.3% | 0.37% | −0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.4% | 0.22% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -0.9% | 0.36% | −0.03 |
| PAUG Innovator U.S. Equity Power | Reduce -61.1% | 0.02% | −0.03 |
| SCHO Schwab Short-Term US Treas | Reduce -15.3% | 0.11% | −0.03 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -55.0% | 0.03% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -1.9% | 0.11% | −0.03 |
| SPGI S&P Global Inc. | Reduce -0.1% | 0.15% | −0.03 |
| FTNT Fortinet Inc. | Reduce -23.5% | 0.04% | −0.03 |
| ITW Illinois Tool Works | Reduce -2.6% | 0.39% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -1.6% | 1.01% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -6.6% | 0.04% | −0.03 |
| IQLT iShares MSCI International Q | Reduce -0.4% | 0.33% | −0.03 |
| MRSH Marsh & McLennan Cos | Reduce -3.8% | 0.10% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -3.3% | 0.08% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -15.3% | 0.05% | −0.02 |
| KO The Coca-Cola Co. | Reduce -3.2% | 0.11% | −0.02 |
| VTHR Vanguard Russell 3000 | Reduce -33.3% | 0.04% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -14.1% | 0.15% | −0.02 |
| EMR Emerson Electric Co. | Reduce -2.3% | 0.16% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -26.4% | 0.07% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -6.0% | 0.15% | −0.02 |
| UPS United Parcel Service Class B | Reduce -5.0% | 0.06% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -0.7% | 0.37% | −0.02 |
| PGR Progressive Corp. | Reduce -6.9% | 0.08% | −0.02 |
| MBB iShares MBS ETF | Reduce -33.8% | 0.03% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Add +7.4% | 3.53% | +0.47 |
| IDEV iShares Core MSCI Dev MKTS | Add +259.9% | 0.23% | +0.16 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +45.1% | 0.45% | +0.14 |
| TSLA Tesla Inc. | Add +9.7% | 0.36% | +0.10 |
| ORCL Oracle Corp. | Add +2.3% | 0.49% | +0.08 |
| POCT Innovator U.S. Equity Power | Add +2617.4% | 0.08% | +0.08 |
| ANET Arista Networks Inc. | New | 0.07% | +0.07 |
| OAKM Oakmark US Large Cap ETF | New | 0.06% | +0.06 |
| VONG Vanguard Russell 1000 Growth | Add +84.9% | 0.13% | +0.06 |
| VT Vanguard Tot World STK ETF | Add +70.5% | 0.14% | +0.05 |
| IBIT iShares Bitcoin Trust ETF | Add +51.4% | 0.17% | +0.05 |
| ABBV Abbvie Inc. | Add +0.5% | 0.43% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +1.9% | 0.23% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +7.8% | 0.78% | +0.05 |
| HOOD Robinhood Markets Inc. Class A | Add +0.6% | 0.17% | +0.05 |
| SCHR Schwab Intermediate-Term US | Add +74.6% | 0.12% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +13.3% | 0.53% | +0.04 |
| LSGR Natixis Loomis Focused Grwth | New | 0.04% | +0.04 |
| APH Amphenol Corp. Class A | Add +0.1% | 0.30% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +6.8% | 1.81% | +0.04 |
| INTC Intel Corp. | Add +27.4% | 0.09% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.5% | 0.25% | +0.04 |
| LRCX Lam Research Corp. | Add +16.2% | 0.11% | +0.04 |
| MU Micron Technology Inc. | Add +101.3% | 0.06% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +6.5% | 0.51% | +0.03 |
| TJX TJX Companies Inc. | Add +2.7% | 0.34% | +0.03 |
| IAU iShares Gold Trust | Add +2.3% | 0.37% | +0.03 |
| URI United Rentals Inc. | Add +1.4% | 0.20% | +0.03 |
| MEDP Medpace Holdings Inc. | Add +60.8% | 0.05% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +18.0% | 0.29% | +0.03 |
| CGXU Cap Group Intl Focus | Add +16.6% | 0.20% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +2.8% | 4.37% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +13.9% | 0.31% | +0.03 |
| ETHA iShares Ethereum Trust ETF | Add +28.9% | 0.05% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +9.8% | 0.29% | +0.02 |
| GLDM SPDR Gold Minishares Trust | Add +12.8% | 0.15% | +0.02 |
| TER Teradyne Inc. | Add +3.7% | 0.08% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +10.0% | 0.13% | +0.02 |
| RBLX Roblox Corp. Class A | Add +22.9% | 0.07% | +0.02 |
| PHYS Sprott Physical Gold Trust | Add +552.0% | 0.02% | +0.02 |
| GE General Electric | Add +4.3% | 0.21% | +0.02 |
| USB US Bancorp | Add +37.7% | 0.08% | +0.02 |
| CMI Cummins Inc. | Add +9.4% | 0.09% | +0.02 |
| DFSV Dimensional US Small Cap Val | Add +13.9% | 0.18% | +0.02 |
| DFLV Dim US Large Cap Value ETF | Add +40.3% | 0.07% | +0.02 |
| C Citigroup Inc. | Add +3.4% | 0.17% | +0.02 |
| FIX Comfort Systems USA Inc. | Add +21.8% | 0.04% | +0.02 |
| GD General Dynamics Corp. | Add +38.6% | 0.06% | +0.02 |
| DFAE Dimensional Emerging Core Eq | Add +32.5% | 0.07% | +0.02 |
| EXPE Expedia Group Inc. | Add +77.4% | 0.03% | +0.02 |
Options Activity Q2 2025 → Q3 2025
| ANET Arista Networks Inc. | call | Sold out | 272,835 | $26.7Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q2 2025 → Q3 2025
| YDESW YD Bio Ltd. -30 | *W EXP 08/28/203 | New | 311,589 | $664K |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | New | 165 | $204K |
| BIVIW Biovie Inc. -30 | *W EXP 08/08/203 | New | 20,101 | $8K |
| CLEARBRIDGE ENERGY MI-RT | RIGHT 10/10/2025 | Reduce -0.3% | 13,020 | $247 |
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 |