Creative Financial Designs Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Creative Financial Designs Inc. reported 2,040 stock positions worth $1.5 billion. Its top holding was SS SPDR P S&P 500 Value ETF (SPYV) at 3.1% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 2.9%) and Vanguard Intermediate-Term T (VGIT, 2.5%). Compared with Q2 2025, it opened 128 new positions, sold out of 91, added to 594 and reduced 509. The biggest buy was BNY Mellon Intl Eqty ETF (BKIE, shares +96%) and the biggest sale iShares Core S&P U.S. Value (IUSV, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- KOKOMO, IN
- CIK
- 0000819864
- Portfolio Value
- $1.5B (Q3 2025)
- SEC Filing
- 0000819864-25-000009 ↗ filed Nov 12, 2025
Holdings Value
Holdings 2,040 stocks · $1.5B
| SPYV SS SPDR P S&P 500 Value ETF | 3.07% | 825,846 | $45.7M | Add +4.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.92% | 232,863 | $43.4M | Add +2.9% |
| VGIT Vanguard Intermediate-Term T | 2.52% | 625,419 | $37.5M | Add +57.6% |
| BKIE BNY Mellon Intl Eqty ETF | 2.35% | 390,947 | $35.0M | Add +95.5% |
| VONG Vanguard Russell 1000 Growth | 2.31% | 285,797 | $34.4M | Add +1.9% |
| AAPL Apple Inc. | 2.17% | 126,907 | $32.3M | Reduce -0.1% |
| SPTS SS SPDR P St Term TSY ETF | 1.86% | 944,178 | $27.7M | Add +5.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.80% | 55,770 | $26.7M | Add +2.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.79% | 635,453 | $26.7M | Add +0.9% |
| AMZN Amazon.com Inc. | 1.71% | 116,163 | $25.5M | Reduce -0.3% |
| VGSH Vanguard Short-Term Treasury | 1.69% | 428,041 | $25.2M | Add +10.2% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 1.58% | 463,558 | $23.6M | Add +4.7% |
| IBD Inspire Corporate Bond ETF | 1.52% | 937,889 | $22.7M | Add +4.3% |
| FBND Fidelity Total Bond ETF | 1.45% | 465,743 | $21.5M | Add +2.8% |
| LLY Eli Lilly & Co. | 1.39% | 27,175 | $20.7M | Add +0.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.39% | 51,491 | $20.7M | Add +3.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.34% | 250,261 | $20.0M | Reduce -35.4% |
| VPU Vanguard Utilities ETF | 1.27% | 99,625 | $18.9M | Add +5.5% |
| SPHQ Invesco S&P 500 Quality ETF | 1.18% | 240,514 | $17.6M | Add +4.3% |
| WWJD Inspire International ETF | 1.10% | 464,667 | $16.4M | Add +5.6% |
| UITB Victoryshares Core Intermedi | 1.07% | 335,873 | $16.0M | Add +6.4% |
| PIZ Invesco Dorsey Wright Develo | 1.00% | 313,396 | $14.9M | Add +6.5% |
| ELCV Eventide High Dividend ETF filed as STRATEGY SHS | 0.97% | 538,856 | $14.4M | Add +5.5% |
| PTNQ Pacer Trendpilot 100 ETF | 0.96% | 183,837 | $14.3M | Add +1.6% |
| PYLD PIMCO Multisector Bond Actv | 0.95% | 527,282 | $14.2M | Add +6.1% |
| IMCB iShares Morningstar Mid-Cap | 0.94% | 168,275 | $14.0M | Add +9.9% |
| COWZ Pacer US Cash Cows 100 ETF | 0.92% | 239,551 | $13.8M | Add +1.7% |
| IMCG iShares Morningstar Mid-Cap | 0.83% | 148,784 | $12.3M | Add +1.3% |
| VWO Vanguard Ftse Emerging Marke | 0.82% | 226,451 | $12.3M | Add +3.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.81% | 20,164 | $12.1M | Add +2.4% |
| GLRY Inspire Growth ETF | 0.79% | 314,874 | $11.7M | Add +2.0% |
| TPSC Timothy Plan US Small Cap Co. | 0.77% | 274,094 | $11.4M | Add +33.0% |
| IUSV iShares Core S&P U.S. Value | 0.76% | 112,580 | $11.3M | Reduce -55.2% |
| NVDA Nvidia Corp. | 0.70% | 56,195 | $10.5M | Reduce -1.6% |
| BIBL Inspire 100 ETF | 0.70% | 233,510 | $10.4M | Add +3.2% |
| SPSB SS SPDR P St C Corp. ETF | 0.66% | 323,206 | $9.8M | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 0.64% | 15,436 | $9.5M | Add +1.5% |
| VGT Vanguard Info Tech ETF | 0.60% | 11,974 | $8.9M | Add +6.1% |
| USTB Victoryshares Short-Term Bon | 0.60% | 175,282 | $8.9M | Add +6.5% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.56% | 123,342 | $8.4M | Add +2.3% |
| EFV iShares MSCI Eafe Value ETF | 0.56% | 122,126 | $8.3M | Add +5.4% |
| VYM Vanguard High DVD Yield ETF | 0.51% | 53,933 | $7.6M | Add +10.8% |
| XLK SS Technology Select Sector | 0.50% | 26,588 | $7.5M | Reduce -33.0% |
| VEA Vanguard Ftse Developed ETF | 0.50% | 124,103 | $7.4M | Add +4.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.47% | 298,407 | $7.0M | Add +12.4% |
| CGMS Cap Group US Multi-Sect Bond | 0.47% | 250,983 | $7.0M | Add +5.0% |
| IJH iShares Core S&P Midcap ETF | 0.46% | 104,860 | $6.8M | Add +1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.46% | 10,188 | $6.8M | Reduce -27.6% |
| SCHG Schwab US Large-Cap Growth | 0.45% | 211,635 | $6.8M | Reduce -1.5% |
| JPST JPMorgan Ultra-Short Income | 0.44% | 129,864 | $6.6M | Add +34.4% |
| SPEM State Street SP PTF Em ETF | 0.44% | 139,492 | $6.5M | Add +4.8% |
| XLF SS Financial Select Sector | 0.44% | 121,007 | $6.5M | Reduce -4.3% |
| AVUV Avantis US Small Cap Value | 0.43% | 64,689 | $6.4M | Add +4.3% |
| JPIB JPMorgan Intl BND ETF | 0.43% | 130,924 | $6.4M | Add +7.7% |
| FDG American Century Focused DYN | 0.43% | 53,289 | $6.4M | Reduce -2.9% |
| EDIV State Street SPDR S&P Emergi | 0.42% | 161,985 | $6.3M | Add +9.1% |
| ISMD Inspire Small/Mid Cap ETF | 0.42% | 161,712 | $6.3M | Add +6.2% |
| IYW iShares Ustechnology ETF | 0.42% | 31,905 | $6.2M | Reduce -1.0% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.41% | 153,389 | $6.1M | Add +5.6% |
| STIP iShares 0-5 Year Tips Bond E | 0.38% | 55,337 | $5.7M | Add +5.3% |
| MSFT Microsoft Corp. | 0.38% | 10,983 | $5.7M | Reduce -3.0% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.38% | 89,633 | $5.7M | Add +10.4% |
| FDLS Inspire Fidelis Multi Factor | 0.37% | 157,468 | $5.5M | Add +4.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.36% | 62,135 | $5.4M | Reduce -1.1% |
| XLC SS Comm Select Sector SPDR | 0.35% | 44,366 | $5.3M | Add +124.7% |
| PTBD Pacer Trendpilot US Bond ETF | 0.35% | 264,787 | $5.3M | Add +3.8% |
| CAT Caterpillar Inc. | 0.34% | 10,539 | $5.0M | Reduce -3.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.33% | 84,036 | $5.0M | Add +3.7% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.33% | 35,927 | $4.9M | Add +2.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.33% | 16,457 | $4.9M | Reduce -7.9% |
| PPA Invesco Aerospace & Defense | 0.32% | 30,830 | $4.8M | Add +2.2% |
| IQLT iShares MSCI International Q | 0.32% | 107,961 | $4.8M | Add +4.3% |
| VABS Virtus Nwflt Secr Inc. ETF-Ui | 0.32% | 195,830 | $4.8M | Add +0.2% |
| XLE SS Energy Select Sector | 0.32% | 52,718 | $4.7M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 0.32% | 19,289 | $4.7M | Reduce -4.2% |
| TSLA Tesla Inc. | 0.31% | 10,483 | $4.7M | Reduce -5.1% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.29% | 130,858 | $4.4M | Add +0.7% |
| FLRT Pacer Aristotle Pacific Floa | 0.29% | 91,566 | $4.3M | Add +7.6% |
| CVX Chevron Corp. | 0.28% | 27,166 | $4.2M | Add +19.0% |
| SDVY First Trust Smid Cap Rising | 0.27% | 106,433 | $4.0M | Add +1.5% |
| IWL iShares Russell Top 200 ETF | 0.27% | 24,013 | $4.0M | Reduce -1.8% |
| FLV American Century Focused Lar | 0.27% | 53,961 | $4.0M | Reduce -0.8% |
| IHI iShares U.S. Medical Devices | 0.26% | 65,206 | $3.9M | Add +5.1% |
| RISN Inspire Capital Appreciation | 0.26% | 129,203 | $3.9M | Add +1.2% |
| ILTB iShares Core 10+ Year Usd Bo | 0.26% | 76,086 | $3.8M | Add +0.1% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.26% | 37,615 | $3.8M | Reduce -2.1% |
| VSS Vanguard Ftse All Wo X-US SC | 0.26% | 26,824 | $3.8M | Add +2.5% |
| SPAB SS SPDR P Agg Bond ETF | 0.26% | 147,058 | $3.8M | Add +42.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 12,735 | $3.7M | Add +4.2% |
| RDVY First Trust Rising Dividend | 0.24% | 53,780 | $3.6M | Add +1.2% |
| DGRO iShares Core Dividend Growth | 0.24% | 52,670 | $3.6M | Add +9.0% |
| TPHD Timothy Plan High DVD STCK | 0.24% | 90,919 | $3.6M | Add +2.4% |
| BTAL Agf US Market Neutral Anti-B | 0.24% | 224,292 | $3.6M | Add +2.5% |
| XMMO Invesco S&P Midcap Momentum | 0.23% | 25,525 | $3.5M | Add +30.9% |
| SMH Vaneck Semiconductor ETF | 0.23% | 10,535 | $3.4M | Reduce -1.5% |
| HYEM Vaneck Emrg MKTS Hi YLD | 0.23% | 169,972 | $3.4M | Add +10.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.23% | 16,209 | $3.4M | Add +2.6% |
| HPK Highpeak Energy Inc. | 0.23% | 478,462 | $3.4M | Add +3.6% |
| MUB iShares National Muni Bond E | 0.23% | 31,705 | $3.4M | Reduce -16.4% |
| VFMV Vanguard US Minimum Volatili | 0.22% | 25,497 | $3.3M | Add +10.9% |
Other holdings (5): bonds, preferreds, convertibles and warrants · $21K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| DJTWW Trump Media & Technology Gro | *W EXP 03/25/202 | 2,000 | $16K | No change |
| CORZZ Core Scientific Inc. - 29 | *W EXP 01/23/202 | 105 | $2K | No change |
| CORZW Core Scientific Inc. - 27 | *W EXP 01/23/202 | 126 | $1K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 56 | $1K | No change |
| GENVR Gen Digital Inc. - CVR | RIGHT 99/99/9999 | 5 | $37 | New |
Lines left out (2) · $9 — a value with no share or principal amount
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.5B.
Portfolio Sells Q2 2025 → Q3 2025
| IUSV iShares Core S&P U.S. Value | Reduce -55.2% | 0.76% | −0.96 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -35.4% | 1.34% | −0.87 |
| OXY Occidental Petroleum Corp. | Reduce -80.4% | 0.08% | −0.30 |
| XLK SS Technology Select Sector | Reduce -33.0% | 0.50% | −0.22 |
| IGV iShares Expanded Tech-Softwa | Reduce -98.7% | 0.00% | −0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -27.6% | 0.46% | −0.17 |
| TLT iShares 20+ Year Treasury BD | Reduce -43.9% | 0.16% | −0.14 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 1.71% | −0.13 |
| RSP Invesco S&P 500 Equal Weight | Reduce -46.8% | 0.12% | −0.11 |
| GD General Dynamics Corp. | Reduce -93.2% | 0.01% | −0.10 |
| VIOG Vanguard S&P SM Cap 600 GRW | Reduce -49.6% | 0.09% | −0.09 |
| INTC Intel Corp. | Reduce -83.9% | 0.02% | −0.08 |
| UNP Union Pacific Corp. | Reduce -62.2% | 0.04% | −0.08 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -78.6% | 0.02% | −0.08 |
| LKQ LKQ Corp. | Reduce -93.8% | 0.00% | −0.07 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -24.4% | 0.22% | −0.07 |
| HON Honeywell International Inc. | Reduce -83.0% | 0.01% | −0.07 |
| MUB iShares National Muni Bond E | Reduce -16.4% | 0.23% | −0.06 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -26.9% | 0.13% | −0.06 |
| QUAL iShares MSCI USA Quality Fac | Reduce -24.2% | 0.17% | −0.05 |
| PH Parker Hannifin Corp. | Reduce -60.7% | 0.03% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -26.0% | 0.11% | −0.05 |
| GLD SPDR Gold Shares | Reduce -37.8% | 0.09% | −0.04 |
| GWW WW Grainger Inc. | Reduce -68.5% | 0.02% | −0.04 |
| CINF Cincinnati Financial Corp. | Reduce -67.3% | 0.02% | −0.04 |
| DOV Dover Corp. | Reduce -67.6% | 0.02% | −0.04 |
| MZTI The Marzetti Company | Reduce -77.2% | 0.01% | −0.04 |
| IYR iShares US Real Estate ETF | Reduce -98.0% | 0.00% | −0.04 |
| AWR American States Water Co. | Reduce -83.4% | 0.01% | −0.04 |
| AGG iShares Core U.S. Aggregate | Reduce -69.5% | 0.02% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -31.1% | 0.08% | −0.04 |
| ABM Abm Industries Inc. | Reduce -70.3% | 0.01% | −0.04 |
| FTS Fortis Inc. | Reduce -69.9% | 0.02% | −0.04 |
| ITW Illinois Tool Works | Reduce -75.5% | 0.01% | −0.04 |
| SMDV Proshrs RSL 2000 DVD GRW ETF | Sold out | 0.00% | −0.04 |
| XLF SS Financial Select Sector | Reduce -4.3% | 0.44% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -11.0% | 0.13% | −0.04 |
| NFG National Fuel Gas Co. | Reduce -63.4% | 0.02% | −0.04 |
| MGEE Mge Energy Inc. | Reduce -81.8% | 0.01% | −0.04 |
| GPC Genuine Parts Co. | Reduce -67.4% | 0.02% | −0.04 |
| NDSN Nordson Corp. | Reduce -72.2% | 0.01% | −0.04 |
| PFF iShares Preferred & Income S | Reduce -86.9% | 0.01% | −0.04 |
| BKH Black Hills Corp. | Reduce -60.6% | 0.02% | −0.04 |
| USB US Bancorp | Reduce -15.5% | 0.19% | −0.04 |
| CWT California Water Service Grp | Reduce -81.9% | 0.01% | −0.04 |
| FRT Federal Realty Invs Trust | Reduce -79.9% | 0.01% | −0.04 |
| NUE Nucor Corp. | Reduce -61.9% | 0.02% | −0.03 |
| T AT&T Inc. | Reduce -10.9% | 0.14% | −0.03 |
| PNR Pentair PLC | Reduce -60.1% | 0.02% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -23.3% | 0.08% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| BKIE BNY Mellon Intl Eqty ETF | Add +95.5% | 2.35% | +1.11 |
| VGIT Vanguard Intermediate-Term T | Add +57.6% | 2.52% | +0.81 |
| XLC SS Comm Select Sector SPDR | Add +124.7% | 0.35% | +0.20 |
| XME SS SPDR S&P Metals Mining | Add +992.3% | 0.21% | +0.19 |
| TPSC Timothy Plan US Small Cap Co. | Add +33.0% | 0.77% | +0.19 |
| PSC Principal US Small-Cap ETF | New | 0.15% | +0.15 |
| VONG Vanguard Russell 1000 Growth | Add +1.9% | 2.31% | +0.11 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +4.7% | 3.07% | +0.10 |
| PEP Pepsico Inc. | Add +451.0% | 0.12% | +0.10 |
| JPST JPMorgan Ultra-Short Income | Add +34.4% | 0.44% | +0.09 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +3.3% | 1.39% | +0.08 |
| WY Weyerhaeuser Co. | New | 0.08% | +0.08 |
| OKE Oneok Inc. | Add +351.0% | 0.11% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.3% | 1.80% | +0.08 |
| GEV GE Vernova Inc. | Add +264.8% | 0.09% | +0.07 |
| VPU Vanguard Utilities ETF | Add +5.5% | 1.27% | +0.07 |
| FDRR Fidelity Div ETF Rise Rates | Add +227.6% | 0.09% | +0.07 |
| SPAB SS SPDR P Agg Bond ETF | Add +42.5% | 0.26% | +0.07 |
| VGT Vanguard Info Tech ETF | Add +6.1% | 0.60% | +0.06 |
| IMCB iShares Morningstar Mid-Cap | Add +9.9% | 0.94% | +0.06 |
| NOC Northrop Grumman Corp. | Add +1310.1% | 0.06% | +0.06 |
| ETN Eaton Corp. PLC | Add +2494.6% | 0.06% | +0.06 |
| GLRY Inspire Growth ETF | Add +2.0% | 0.79% | +0.05 |
| XMMO Invesco S&P Midcap Momentum | Add +30.9% | 0.23% | +0.05 |
| KMB Kimberly-Clark Corp. | Add +91.0% | 0.12% | +0.05 |
| ES Eversource Energy | Add +2586.5% | 0.05% | +0.05 |
| VGSH Vanguard Short-Term Treasury | Add +10.2% | 1.69% | +0.05 |
| CVX Chevron Corp. | Add +19.0% | 0.28% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +3.8% | 0.82% | +0.05 |
| ATO Atmos Energy Corp. | Add +308.7% | 0.06% | +0.05 |
| ESS Essex Property Trust Inc. | Add +23100.0% | 0.05% | +0.05 |
| O Realty Income Corp. | Add +608.6% | 0.05% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +7.2% | 0.18% | +0.04 |
| FJUL FT Vest US Equity Buffer ETF | Add +479.3% | 0.05% | +0.04 |
| SWK Stanley Black & Decker Inc. | Add +17034.6% | 0.04% | +0.04 |
| NEE Nextera Energy Inc. | Add +320.3% | 0.06% | +0.04 |
| VYM Vanguard High DVD Yield ETF | Add +10.8% | 0.51% | +0.04 |
| ILDR First Trust Innovation Leade | Add +36.1% | 0.15% | +0.04 |
| MKC McCormick & Co.-Non VTG SHRS | Add +1875.4% | 0.05% | +0.04 |
| APD Air Products & Chemicals Inc. | Add +60.7% | 0.13% | +0.04 |
| KORP American Century Diversified | Add +2502.9% | 0.04% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +3.2% | 0.17% | +0.04 |
| FMDE Fidelity Enhanced Mid Cap Co. | Add +68.9% | 0.10% | +0.04 |
| MCD McDonald's Corp. | Add +321.7% | 0.05% | +0.04 |
| XOM Exxon Mobil Corp. | Add +50.2% | 0.13% | +0.04 |
| WTAI Wisdomtree AI and Innovation | Add +77.2% | 0.08% | +0.04 |
| AMCR Amcor PLC | Add +70.3% | 0.13% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.9% | 2.92% | +0.04 |
| FLOT iShares Floating Rate Bond E | Add +56.8% | 0.12% | +0.04 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Add +10.4% | 0.38% | +0.04 |
Notes & Other Activity Q2 2025 → Q3 2025
| GENVR Gen Digital Inc. - CVR | RIGHT 99/99/9999 | New | 5 | $37 |
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 | 2,249 | $2.1B | VTV, BKIE, VGIT, ELCV, AAPL |
| Q1 2026 | 2,148 | $1.6B | VTV, VGIT, BKIE, PTL, AAPL |
| Q4 2025 | 2,051 | $1.6B | SPYV, VTV, VGIT, BKIE, VONG |
| Q3 2025 | 2,040 | $1.5B | SPYV, VTV, VGIT, BKIE, VONG |
| Q2 2025 | 2,002 | $1.4B | SPYV, VTV, VCSH, VONG, SPTS |
| Q1 2025 | 2,046 | $1.3B | SPYV, IOO, VONG, FBND, VTV |
| Q4 2024 | 1,784 | $1.2B | VONG, SPYV, IOO, FBND, AAPL |
| Q3 2024 | 1,676 | $1.2B | SPYV, VONG, FBND, VCSH, VTV |
| Q2 2024 | 1,638 | $1.1B | VONG, SPYV, FBND, SPTS, VCSH |
| Q1 2024 | 1,656 | $1.1B | SPYV, VONG, FBND, SPTS, VTV |