Creative Financial Designs Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Creative Financial Designs Inc. reported 2,148 stock positions worth $1.6 billion. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 5.5% of the portfolio, followed by Vanguard Intermediate-Term T (VGIT, 2.6%) and BNY Mellon Intl Eqty ETF (BKIE, 2.5%). Compared with Q4 2025, it opened 176 new positions, sold out of 80, added to 692 and reduced 480. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +91%) and the biggest sale SS SPDR P S&P 500 Value ETF (SPYV, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- KOKOMO, IN
- CIK
- 0000819864
- Portfolio Value
- $1.6B (Q1 2026)
- SEC Filing
- 0000819864-26-000004 ↗ filed Apr 13, 2026
Holdings Value
Holdings 2,148 stocks · $1.6B
| VTV Vanguard Mrngstr Val ETF-Aui | 5.55% | 465,070 | $91.2M | Add +90.7% |
| VGIT Vanguard Intermediate-Term T | 2.58% | 711,404 | $42.4M | Add +5.7% |
| BKIE BNY Mellon Intl Eqty ETF | 2.53% | 445,080 | $41.6M | Add +8.3% |
| PTL Inspire 500 ETF | 2.23% | 146,614 | $36.7M | Add +831.4% |
| AAPL Apple Inc. | 1.92% | 124,430 | $31.6M | Reduce -0.3% |
| SPTS SS SPDR P St Term TSY ETF | 1.83% | 1,030,100 | $30.1M | Add +3.1% |
| VONG Vanguard Russell 1000 Growth | 1.76% | 263,711 | $28.9M | Reduce -9.0% |
| TPIF Timothy Plan Intl ETF | 1.71% | 778,758 | $28.1M | Add +30.1% |
| AMZN Amazon.com Inc. | 1.63% | 129,013 | $26.9M | Add +7.3% |
| LLY Eli Lilly & Co. | 1.58% | 28,285 | $26.0M | Reduce -1.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.55% | 58,387 | $25.5M | Add +3.6% |
| IBD Inspire Corporate Bond ETF | 1.53% | 1,056,481 | $25.2M | Add +7.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.53% | 316,533 | $25.1M | Add +2.6% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 1.44% | 469,587 | $23.7M | Reduce -3.9% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.43% | 554,670 | $23.6M | Reduce -10.6% |
| FBND Fidelity Total Bond ETF | 1.33% | 478,045 | $21.8M | Reduce -0.0% |
| GLRY Inspire Growth ETF | 1.33% | 587,465 | $21.8M | Add +75.7% |
| VPU Vanguard Utilities ETF | 1.29% | 106,745 | $21.2M | Add +3.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.21% | 54,061 | $19.9M | Add +3.1% |
| SPHQ Invesco S&P 500 Quality ETF | 1.04% | 226,520 | $17.0M | Reduce -9.9% |
| UITB Victoryshares Core Intermedi | 1.03% | 361,104 | $17.0M | Add +1.5% |
| PIZ Invesco Dorsey Wright Develo | 1.03% | 342,692 | $17.0M | Add +0.5% |
| VGSH Vanguard Short-Term Treasury | 0.95% | 267,022 | $15.6M | Reduce -41.4% |
| COWZ Pacer US Cash Cows 100 ETF | 0.95% | 249,465 | $15.6M | Add +3.1% |
| IMCB iShares Morningstar Mid-Cap | 0.95% | 186,408 | $15.6M | Add +3.9% |
| PTNQ Pacer Trendpilot 100 ETF | 0.82% | 185,277 | $13.5M | Add +1.0% |
| VWO Vanguard Ftse Emerging Marke | 0.79% | 239,893 | $13.0M | Add +3.7% |
| JBND JPMorgan Active Bond ETF | 0.76% | 233,471 | $12.6M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.76% | 21,558 | $12.4M | Add +3.2% |
| TPSC Timothy Plan US Small Cap Co. | 0.75% | 289,506 | $12.3M | Reduce -0.7% |
| WWJD Inspire International ETF | 0.75% | 328,127 | $12.3M | Reduce -13.4% |
| IUSV iShares Core S&P U.S. Value | 0.74% | 119,388 | $12.2M | Add +2.4% |
| IMCG iShares Morningstar Mid-Cap | 0.73% | 152,746 | $12.0M | Reduce -0.5% |
| VCIT Vanguard Int-Term Corporate | 0.70% | 139,747 | $11.6M | Add +1901.8% |
| VOO Vanguard S&P 500 ETF | 0.68% | 18,675 | $11.2M | Add +2.6% |
| SPSB SS SPDR P St C Corp. ETF | 0.65% | 353,292 | $10.6M | Add +3.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.64% | 313,972 | $10.6M | Add +89.1% |
| VEA Vanguard Ftse Developed ETF | 0.63% | 161,303 | $10.3M | Add +16.8% |
| NVDA Nvidia Corp. | 0.62% | 58,522 | $10.2M | Reduce -2.5% |
| ELCV Eventide High Dividend ETF filed as STRATEGY SHS | 0.61% | 348,832 | $10.1M | Reduce -38.0% |
| FDLS Inspire Fidelis Multi Factor | 0.61% | 271,476 | $10.0M | Add +58.3% |
| EFV iShares MSCI Eafe Value ETF | 0.59% | 129,589 | $9.6M | Reduce -3.3% |
| USTB Victoryshares Short-Term Bon | 0.57% | 185,906 | $9.4M | Add +0.6% |
| LQTI FT Vest Invst GRD TRGT I ETF | 0.56% | 470,162 | $9.2M | Add +5.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.56% | 162,516 | $9.2M | Reduce -81.0% |
| VYM Vanguard High DVD Yield ETF | 0.55% | 60,791 | $9.0M | Add +1.4% |
| MBSF Regan Floating Rate MBS ETF | 0.54% | 349,594 | $8.9M | New |
| AVUV Avantis US Small Cap Value | 0.50% | 74,016 | $8.2M | Add +6.3% |
| VGT Vanguard Info Tech ETF | 0.49% | 11,520 | $8.0M | Reduce -5.1% |
| TPLC Timothy PLN US LRG/Mid Cap | 0.47% | 167,762 | $7.8M | Add +197.8% |
| SCHZ Schwab US Aggregate Bond ETF | 0.47% | 332,328 | $7.7M | Add +5.5% |
| CAT Caterpillar Inc. | 0.45% | 10,510 | $7.4M | Add +2.3% |
| EDIV State Street SPDR S&P Emergi | 0.45% | 188,508 | $7.4M | Add +1.4% |
| CGMS Cap Group US Multi-Sect Bond | 0.45% | 271,950 | $7.4M | Add +2.4% |
| IJH iShares Core S&P Midcap ETF | 0.45% | 109,553 | $7.4M | Add +3.7% |
| EVSD Eaton Vance SHRT Dur Inc. | 0.43% | 139,414 | $7.1M | New |
| JPIB JPMorgan Intl BND ETF | 0.41% | 140,640 | $6.7M | Add +1.1% |
| JPST JPMorgan Ultra-Short Income | 0.40% | 130,579 | $6.6M | Reduce -6.9% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.40% | 98,791 | $6.6M | Add +0.5% |
| SPEM State Street SP PTF Em ETF | 0.38% | 134,712 | $6.3M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 9,593 | $6.2M | Reduce -3.8% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.37% | 160,247 | $6.2M | Add +4.0% |
| SCHG Schwab US Large-Cap Growth | 0.36% | 205,041 | $6.0M | Reduce -1.9% |
| FDG American Century Focused DYN | 0.36% | 51,821 | $5.9M | Reduce -1.0% |
| XLE SS Energy Select Sector | 0.36% | 95,881 | $5.9M | Add +2.6% |
| GOOGL Alphabet Inc. Class A | 0.36% | 20,383 | $5.9M | Reduce -0.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.35% | 64,258 | $5.8M | Add +4.8% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.34% | 116,141 | $5.7M | Add +4.5% |
| CVX Chevron Corp. | 0.34% | 26,974 | $5.6M | Reduce -6.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.34% | 18,386 | $5.6M | Add +5.5% |
| PTBD Pacer Trendpilot US Bond ETF | 0.33% | 284,775 | $5.4M | Add +2.6% |
| IQLT iShares MSCI International Q | 0.32% | 115,226 | $5.3M | Add +0.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.32% | 91,177 | $5.3M | Add +2.0% |
| SDVD FT Vest Smid Rising Dividend | 0.32% | 244,017 | $5.3M | Add +4.0% |
| RDVI FT Vest Rising Dividend Achi | 0.32% | 203,012 | $5.2M | Add +6.1% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 0.31% | 143,445 | $5.1M | Add +7.4% |
| STIP iShares 0-5 Year Tips Bond E | 0.30% | 48,131 | $5.0M | Reduce -14.3% |
| FLRT Pacer Aristotle Pacific Floa | 0.30% | 105,030 | $4.9M | Add +8.5% |
| PPA Invesco Aerospace & Defense | 0.30% | 29,320 | $4.9M | Reduce -2.5% |
| XLF SS Financial Select Sector | 0.27% | 91,083 | $4.5M | Add +1.8% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.26% | 29,893 | $4.3M | Reduce -15.7% |
| MSFT Microsoft Corp. | 0.26% | 11,524 | $4.3M | Add +2.6% |
| SPAB SS SPDR P Agg Bond ETF | 0.26% | 165,708 | $4.2M | Add +2.2% |
| XMMO Invesco S&P Midcap Momentum | 0.25% | 28,894 | $4.2M | Add +3.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 14,345 | $4.1M | Add +1.5% |
| FLV American Century Focused Lar | 0.25% | 53,689 | $4.1M | Reduce -0.1% |
| ILTB iShares Core 10+ Year Usd Bo | 0.25% | 83,439 | $4.1M | Reduce -0.6% |
| IYW iShares Ustechnology ETF | 0.25% | 22,352 | $4.1M | Reduce -24.8% |
| VSS Vanguard Ftse All Wo X-US SC | 0.24% | 27,562 | $4.0M | Add +2.6% |
| VFMV Vanguard US Minimum Volatili | 0.24% | 30,053 | $4.0M | Add +2.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.24% | 79,985 | $4.0M | Add +16.2% |
| JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F | 0.23% | 45,045 | $3.9M | New |
| DGRO iShares Core Dividend Growth | 0.23% | 54,722 | $3.8M | Add +1.6% |
| HYEM Vaneck Emrg MKTS Hi YLD | 0.23% | 192,118 | $3.8M | Add +2.6% |
| ALTO Alto Ingredients Inc. | 0.23% | 769,861 | $3.7M | Reduce -3.5% |
| BIBL Inspire 100 ETF | 0.23% | 78,803 | $3.7M | Reduce -70.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.22% | 47,927 | $3.7M | Add +12.3% |
| GARP iShares MSCI USA Quality Gar | 0.22% | 56,717 | $3.6M | New |
| VHT Vanguard Health Care ETF | 0.22% | 13,219 | $3.6M | Add +1.5% |
| TSLA Tesla Inc. | 0.22% | 9,681 | $3.6M | Reduce -8.6% |
Other holdings (10): bonds, preferreds, convertibles and warrants · $15K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| DJTWW Trump Media & Technology Gro | *W EXP 03/25/202 | 2,000 | $10K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 56 | $2K | 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 |
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | 102 | $394 | No change |
| NEUBERGER HIGH YIELD-RT | RIGHT 04/15/2026 | 16,000 | $128 | New |
| GENVR Gen Digital Inc. - CVR | RIGHT 99/99/9999 | 5 | $2 | No change |
| OPENW Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 3 | $2 | No change |
| OPENL Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 3 | $1 | No change |
| OPENZ Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 3 | $1 | No change |
Lines left out (2) · $8 — 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: $1.6B.
Portfolio Sells Q4 2025 → Q1 2026
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -81.0% | 0.56% | −2.50 |
| PYLD PIMCO Multisector Bond Actv | Reduce -97.5% | 0.02% | −0.90 |
| VGSH Vanguard Short-Term Treasury | Reduce -41.4% | 0.95% | −0.74 |
| BIBL Inspire 100 ETF | Reduce -70.5% | 0.23% | −0.53 |
| VONG Vanguard Russell 1000 Growth | Reduce -9.0% | 1.76% | −0.46 |
| LLY Eli Lilly & Co. | Reduce -1.0% | 1.58% | −0.35 |
| ELCV Eventide High Dividend ETF | Reduce -38.0% | 0.61% | −0.33 |
| ISMD Inspire Small/Mid Cap ETF | Reduce -72.5% | 0.12% | −0.32 |
| VABS Virtus Nwflt Secr Inc. ETF-Ui | Reduce -96.7% | 0.01% | −0.29 |
| CGDV Cap Group Dividend Value | Reduce -10.6% | 1.43% | −0.27 |
| RISN Inspire Capital Appreciation | Reduce -99.1% | 0.00% | −0.24 |
| AAPL Apple Inc. | Reduce -0.3% | 1.92% | −0.22 |
| SMH Vaneck Semiconductor ETF | Reduce -89.4% | 0.03% | −0.21 |
| XLV SS Health Care Select Sector | Reduce -82.6% | 0.03% | −0.18 |
| NEOS ETF TRUST | Sold out | 0.00% | −0.17 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -9.9% | 1.04% | −0.15 |
| XLK SS Technology Select Sector | Reduce -39.2% | 0.17% | −0.15 |
| IYW iShares Ustechnology ETF | Reduce -24.8% | 0.25% | −0.13 |
| WWJD Inspire International ETF | Reduce -13.4% | 0.75% | −0.13 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -3.9% | 1.44% | −0.12 |
| IOO iShares Global 100 ETF | Reduce -38.9% | 0.12% | −0.10 |
| VGT Vanguard Info Tech ETF | Reduce -5.1% | 0.49% | −0.09 |
| NVDA Nvidia Corp. | Reduce -2.5% | 0.62% | −0.08 |
| TPHD Timothy Plan High DVD STCK | Reduce -34.0% | 0.18% | −0.08 |
| TSLA Tesla Inc. | Reduce -8.6% | 0.22% | −0.08 |
| HRL Hormel Foods Corp. | Reduce -55.8% | 0.05% | −0.07 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.9% | 0.36% | −0.07 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -68.8% | 0.02% | −0.06 |
| FBND Fidelity Total Bond ETF | Reduce -0.0% | 1.33% | −0.06 |
| KMB Kimberly-Clark Corp. | Reduce -50.8% | 0.05% | −0.06 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -14.3% | 0.30% | −0.06 |
| FDG American Century Focused DYN | Reduce -1.0% | 0.36% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -53.5% | 0.08% | −0.06 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -15.7% | 0.26% | −0.05 |
| EMR Emerson Electric Co. | Reduce -78.2% | 0.01% | −0.05 |
| FJUL FT Vest US Equity Buffer ETF | Reduce -99.0% | 0.00% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.8% | 0.38% | −0.05 |
| SLV iShares Silver Trust | Reduce -53.5% | 0.04% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 0.36% | −0.05 |
| ILDR First Trust Innovation Leade | Reduce -20.7% | 0.10% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -60.5% | 0.03% | −0.05 |
| JPST JPMorgan Ultra-Short Income | Reduce -6.9% | 0.40% | −0.05 |
| NSC Norfolk Southern Corp. | Reduce -96.6% | 0.00% | −0.04 |
| FV First Trust DW Focus 5 Fund | Reduce -46.6% | 0.04% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -55.3% | 0.04% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -11.9% | 0.09% | −0.04 |
| IMCG iShares Morningstar Mid-Cap | Reduce -0.5% | 0.73% | −0.04 |
| O Realty Income Corp. | Reduce -73.9% | 0.01% | −0.04 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -40.5% | 0.05% | −0.04 |
| QVMT Invesco S&P 500 Concentrated | Reduce -81.3% | 0.01% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| VTV Vanguard Mrngstr Val ETF-Aui | Add +90.7% | 5.55% | +2.61 |
| PTL Inspire 500 ETF | Add +831.4% | 2.23% | +1.99 |
| JBND JPMorgan Active Bond ETF | New | 0.76% | +0.76 |
| VCIT Vanguard Int-Term Corporate | Add +1901.8% | 0.70% | +0.67 |
| GLRY Inspire Growth ETF | Add +75.7% | 1.33% | +0.57 |
| MBSF Regan Floating Rate MBS ETF | New | 0.54% | +0.54 |
| EVSD Eaton Vance SHRT Dur Inc. | New | 0.43% | +0.43 |
| TPIF Timothy Plan Intl ETF | Add +30.1% | 1.71% | +0.40 |
| TPLC Timothy PLN US LRG/Mid Cap | Add +197.8% | 0.47% | +0.31 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +89.1% | 0.64% | +0.29 |
| JIVE JPM Interntl Value ETF | New | 0.23% | +0.23 |
| FDLS Inspire Fidelis Multi Factor | Add +58.3% | 0.61% | +0.22 |
| GARP iShares MSCI USA Quality Gar | New | 0.22% | +0.22 |
| BRIF Fis Bright Port FCS Eq ETF | New | 0.21% | +0.21 |
| BKIE BNY Mellon Intl Eqty ETF | Add +8.3% | 2.53% | +0.13 |
| OWL Blue Owl Capital Inc. | Add +6132.0% | 0.11% | +0.11 |
| XLE SS Energy Select Sector | Add +2.6% | 0.36% | +0.09 |
| RWL Invesco S&P 500 Revenue ETF | New | 0.09% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Add +16.8% | 0.63% | +0.08 |
| CAT Caterpillar Inc. | Add +2.3% | 0.45% | +0.08 |
| CORO Ish Intl CTRY Rot Act ETF | New | 0.08% | +0.08 |
| VPU Vanguard Utilities ETF | Add +3.0% | 1.29% | +0.08 |
| SGOV iShares 0-3 Month Treasury B | Add +693.2% | 0.08% | +0.07 |
| ISRG Intuitive Surgical Inc. | Add +907.7% | 0.07% | +0.06 |
| IRM Iron Mountain Inc. | Add +7007.2% | 0.06% | +0.06 |
| DVN Devon Energy Corp. | Add +722.8% | 0.06% | +0.05 |
| AVUV Avantis US Small Cap Value | Add +6.3% | 0.50% | +0.05 |
| RSP Invesco S&P 500 Equal Weight | Add +56.9% | 0.14% | +0.05 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +12927.8% | 0.05% | +0.05 |
| WMT Walmart Inc. | Add +64.8% | 0.11% | +0.05 |
| FEOE First Eagle Overseas Eq ETF | New | 0.05% | +0.05 |
| SCHV Schwab US Large-Cap Value | Add +140.8% | 0.07% | +0.04 |
| VG Venture Global Inc. Class A | Add +10666.9% | 0.04% | +0.04 |
| CGMU Cap Group Municipal Income | Add +26.0% | 0.21% | +0.04 |
| KO The Coca-Cola Co. | Add +23.9% | 0.15% | +0.03 |
| VGIT Vanguard Intermediate-Term T | Add +5.7% | 2.58% | +0.03 |
| SCHR Schwab Intermediate-Term US | Add +24.8% | 0.20% | +0.03 |
| PR Permian Resources Corp. Class A | Add +1.7% | 0.10% | +0.03 |
| VTWO Vanguard Russell 2000 ETF | Add +110.0% | 0.06% | +0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Add +3.1% | 0.95% | +0.03 |
| AWK American Water Works Co. Inc. | Add +3386.7% | 0.03% | +0.03 |
| VGUS Vanguard Ultra SHRT Treasury | Add +83.9% | 0.07% | +0.03 |
| ONEV SS SPDR R1000 Lo Vol Foc ETF | Add +32.5% | 0.13% | +0.03 |
| CL Colgate-Palmolive Co. | Add +2212.9% | 0.03% | +0.03 |
| BKH Black Hills Corp. | Add +228.9% | 0.04% | +0.03 |
| IBD Inspire Corporate Bond ETF | Add +7.0% | 1.53% | +0.03 |
| CBSH Commerce Bancshares Inc. | New | 0.03% | +0.03 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.03% | +0.03 |
| CLX Clorox Company | Add +3820.9% | 0.03% | +0.03 |
| ESUM Eventide US Market ETF | Add +29.2% | 0.14% | +0.02 |
Notes & Other Activity Q4 2025 → Q1 2026
| NEUBERGER HIGH YIELD-RT | RIGHT 04/15/2026 | New | 16,000 | $128 |
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 |