Equitable Holdings, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Equitable Holdings, Inc. reported 1,160 stock positions worth $8.9 billion. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 4.2% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 3.3%) and Vanguard Russell 1000 Growth (VONG, 3.2%). Compared with Q4 2023, it opened 87 new positions, sold out of 56, added to 611 and reduced 405. The biggest buy was SS SPDR P S&P 500 Value ETF (SPYV, shares +27%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001333986
- Portfolio Value
- $8.9B (Q1 2024)
- SEC Filing
- 0001532155-24-000102 ↗ filed May 14, 2024
Holdings Value
Holdings 1,160 stocks · $8.9B
| SPYG SS SPDR P S&P 500 Growth ETF | 4.17% | 5,064,900 | $370.5M | Add +4.5% |
| IVV iShares Core S&P 500 ETF | 3.31% | 559,196 | $294.0M | Reduce -1.2% |
| VONG Vanguard Russell 1000 Growth | 3.20% | 3,273,412 | $283.7M | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 2.72% | 544,396 | $241.7M | Reduce -9.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.56% | 659,853 | $227.1M | Reduce -0.5% |
| ILCG iShares Morningstar Growth E | 2.40% | 2,824,427 | $213.2M | Reduce -11.4% |
| XLK SS Technology Select Sector | 2.39% | 1,019,082 | $212.2M | Add +1.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.37% | 1,293,269 | $210.6M | Add +3.7% |
| VGT Vanguard Info Tech ETF | 2.15% | 363,518 | $190.6M | Reduce -0.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.14% | 3,796,460 | $190.2M | Add +26.6% |
| IGM iShares Expanded Tech Sector | 2.04% | 2,105,588 | $181.5M | Reduce -6.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.24% | 209,634 | $109.7M | Reduce -6.0% |
| IWF iShares Russell 1000 Growth | 1.18% | 310,004 | $104.5M | Reduce -15.9% |
| VOO Vanguard S&P 500 ETF | 1.11% | 205,569 | $98.8M | Reduce -16.9% |
| AAPL Apple Inc. | 1.09% | 563,858 | $96.7M | Reduce -4.7% |
| IEFA iShares Core MSCI Eafe ETF | 1.08% | 1,297,016 | $96.3M | Reduce -3.4% |
| ILCV iShares Morningstar Value Et | 1.02% | 1,181,014 | $90.8M | Reduce -7.6% |
| VONV Vanguard Russell 1000 Value | 1.00% | 1,126,749 | $88.6M | Add +8.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.98% | 2,436,504 | $87.3M | Add +8.4% |
| IWD iShares Russell 1000 Value E | 0.97% | 478,392 | $85.7M | Add +0.6% |
| SPAB SS SPDR P Agg Bond ETF | 0.95% | 3,321,720 | $84.0M | Add +47.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.83% | 472,367 | $73.6M | Add +1.2% |
| MSFT Microsoft Corp. | 0.82% | 172,380 | $72.5M | Add +3.1% |
| IWP iShares Russell Mid-Cap Grow | 0.80% | 618,503 | $70.6M | Add +5.0% |
| NVDA Nvidia Corp. | 0.79% | 78,013 | $70.5M | Reduce -6.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.79% | 290,769 | $69.7M | Reduce -3.0% |
| VCIT Vanguard Int-Term Corporate | 0.76% | 834,666 | $67.2M | Add +7.9% |
| QUAL iShares MSCI USA Quality Fac | 0.74% | 400,544 | $65.8M | Add +26.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.73% | 250,862 | $65.2M | Reduce -4.7% |
| AMZN Amazon.com Inc. | 0.73% | 360,330 | $65.0M | Add +5.3% |
| IWS iShares Russell Mid-Cap Valu | 0.71% | 503,612 | $63.1M | Reduce -6.7% |
| IJH iShares Core S&P Midcap ETF | 0.69% | 1,012,521 | $61.5M | Reduce -4.1% |
| RSP Invesco S&P 500 Equal Weight | 0.69% | 360,618 | $61.1M | Add +22.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.68% | 263,061 | $60.1M | Reduce -0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.67% | 238,108 | $59.5M | Add +0.2% |
| JPST JPMorgan Ultra-Short Income | 0.67% | 1,173,720 | $59.2M | Add +158.9% |
| IVW iShares S&P 500 Growth ETF | 0.63% | 658,711 | $55.6M | Reduce -17.2% |
| VYM Vanguard High DVD Yield ETF | 0.61% | 449,868 | $54.4M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.60% | 127,578 | $53.6M | Add +0.9% |
| RDVY First Trust Rising Dividend | 0.59% | 929,396 | $52.2M | Add +6.7% |
| IJR iShares Core S&P Small-Cap E | 0.57% | 456,893 | $50.5M | Add +1.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.55% | 846,751 | $49.2M | Add +10.5% |
| SPLV Invesco S&P 500 Low Volatili | 0.55% | 745,761 | $49.1M | Add +0.2% |
| SPHQ Invesco S&P 500 Quality ETF | 0.55% | 802,141 | $48.5M | Reduce -20.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.52% | 242,618 | $46.6M | Add +3.0% |
| ITOT iShares Core S&P Total U.S. | 0.52% | 400,155 | $46.1M | Add +2.5% |
| DGRW Wisdomtree U.S. Quality Divi | 0.51% | 592,797 | $45.2M | Reduce -9.0% |
| IWB iShares Russell 1000 ETF | 0.49% | 151,281 | $43.6M | Add +0.0% |
| IMCV iShares Morningstar Mid-Cap | 0.43% | 531,325 | $38.5M | Reduce -10.9% |
| AGG iShares Core U.S. Aggregate | 0.42% | 381,759 | $37.4M | Add +1.7% |
| VIG Vanguard Dividend Apprec ETF | 0.41% | 199,026 | $36.3M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 0.40% | 178,158 | $35.7M | Add +0.5% |
| IVE iShares S&P 500 Value ETF | 0.40% | 189,617 | $35.4M | Reduce -16.6% |
| JMOM JPMorgan US Momentum Factor | 0.38% | 638,867 | $33.7M | Add +11.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.37% | 141,083 | $33.3M | Add +2.7% |
| ILCB iShares Morningstar U.S. Equ | 0.37% | 456,990 | $33.1M | Reduce -9.0% |
| BND Vanguard Total Bond Market | 0.37% | 452,784 | $32.9M | Reduce -20.2% |
| SCHD Schwab US DVD Equity ETF | 0.37% | 403,635 | $32.5M | Add +14.7% |
| GOOGL Alphabet Inc. Class A | 0.36% | 212,452 | $32.1M | Reduce -1.3% |
| MUB iShares National Muni Bond E | 0.36% | 293,044 | $31.5M | Add +9.6% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.35% | 375,689 | $31.2M | Add +2.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.35% | 371,750 | $31.1M | Reduce -2.0% |
| IAU iShares Gold Trust | 0.35% | 732,901 | $30.8M | Add +6.1% |
| DFAC Dimensional US Core Equity 2 | 0.35% | 959,695 | $30.7M | Add +1.7% |
| PRF Invesco Rafi US 1000 ETF | 0.34% | 781,168 | $30.1M | Reduce -13.1% |
| IQLT iShares MSCI International Q | 0.34% | 752,691 | $29.9M | Add +13.3% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.33% | 332,550 | $29.0M | Add +58.0% |
| META Meta Platforms Inc. Class A | 0.33% | 59,493 | $28.9M | Reduce -13.1% |
| IUSG iShares Core S&P U.S. Growth | 0.32% | 243,687 | $28.6M | Reduce -0.7% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.32% | 414,532 | $28.5M | Add +7.8% |
| VWO Vanguard Ftse Emerging Marke | 0.32% | 669,969 | $28.0M | Reduce -13.5% |
| DFUS Dimensional US Eq MKT ETF | 0.31% | 482,114 | $27.5M | Add +13.1% |
| VXUS Vanguard Total Intl Stock | 0.29% | 424,887 | $25.6M | Add +6.2% |
| XLE SS Energy Select Sector | 0.28% | 263,376 | $24.9M | Add +3.3% |
| VOOG Vanguard S&P 500 Growth ETF | 0.28% | 81,348 | $24.8M | Add +1.2% |
| QQQM Invesco Nasdaq 100 ETF | 0.27% | 131,959 | $24.1M | Add +36.8% |
| IWM iShares Russell 2000 ETF | 0.27% | 112,465 | $23.7M | Add +20.3% |
| IBTE iShares Ibonds Dec 2024 Term | 0.26% | 975,490 | $23.4M | Add +7.6% |
| SCZ iShares MSCI Eafe Small-Cap | 0.26% | 359,298 | $22.8M | Reduce -11.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.25% | 240,583 | $22.1M | Reduce -52.9% |
| TSLA Tesla Inc. | 0.25% | 124,930 | $22.0M | Add +12.3% |
| IWY iShares Russell Top 200 Grow | 0.24% | 109,911 | $21.4M | Add +14.6% |
| GLD SPDR Gold Shares | 0.24% | 102,264 | $21.0M | Reduce -5.8% |
| DBP Invesco DB Precious Metals F | 0.24% | 391,200 | $20.9M | Reduce -3.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.23% | 480,540 | $20.7M | Add +20.3% |
| VGK Vanguard Ftse Europe ETF | 0.23% | 298,603 | $20.1M | Reduce -0.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.22% | 168,652 | $19.9M | Add +1.3% |
| GOOG Alphabet Inc. Class C | 0.22% | 130,359 | $19.8M | Add +4.6% |
| XLV SS Health Care Select Sector | 0.22% | 133,175 | $19.7M | Reduce -8.7% |
| RWL Invesco S&P 500 Revenue ETF | 0.22% | 209,070 | $19.6M | Add +102.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.22% | 300,845 | $19.3M | Add +7.6% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.21% | 337,840 | $18.3M | Add +18.6% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.20% | 340,572 | $18.2M | Reduce -1.9% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.20% | 358,426 | $17.6M | Add +21.8% |
| DGRO iShares Core Dividend Growth | 0.20% | 302,596 | $17.6M | Reduce -3.2% |
| IEF iShares 7-10 Year Treasury B | 0.20% | 183,356 | $17.4M | Add +72.2% |
| EFA iShares MSCI Eafe ETF | 0.20% | 216,952 | $17.3M | Add +1.2% |
| JNK SS SPDR BB High Yield Bond | 0.19% | 178,221 | $17.0M | Add +50.3% |
| IEMG iShares Core MSCI Emerging | 0.19% | 320,873 | $16.6M | Add +3.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.19% | 269,080 | $16.6M | Add +2.7% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $301K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 252 | $301K | Add +4.1% |
Total filed on the 13F, all lines: $8.9B.
Portfolio Sells Q4 2023 → Q1 2024
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -52.9% | 0.25% | −0.33 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -9.6% | 2.72% | −0.32 |
| AAPL Apple Inc. | Reduce -4.7% | 1.09% | −0.32 |
| AGGY Wisdomtree Yield Enhanced US | Reduce -98.5% | 0.00% | −0.30 |
| VGIT Vanguard Intermediate-Term T | Reduce -94.7% | 0.01% | −0.30 |
| ILCG iShares Morningstar Growth E | Reduce -11.4% | 2.40% | −0.27 |
| VEA Vanguard Ftse Developed ETF | Reduce -58.4% | 0.17% | −0.25 |
| VOO Vanguard S&P 500 ETF | Reduce -16.9% | 1.11% | −0.22 |
| IWF iShares Russell 1000 Growth | Reduce -15.9% | 1.18% | −0.20 |
| JQUA JPMorgan US Quality Factor | Reduce -76.1% | 0.05% | −0.15 |
| BND Vanguard Total Bond Market | Reduce -20.2% | 0.37% | −0.14 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -20.9% | 0.55% | −0.13 |
| IVW iShares S&P 500 Growth ETF | Reduce -17.2% | 0.63% | −0.11 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -66.5% | 0.04% | −0.10 |
| ILCV iShares Morningstar Value Et | Reduce -7.6% | 1.02% | −0.09 |
| IVE iShares S&P 500 Value ETF | Reduce -16.6% | 0.40% | −0.09 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.4% | 1.08% | −0.08 |
| VWO Vanguard Ftse Emerging Marke | Reduce -13.5% | 0.32% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.0% | 1.24% | −0.07 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -76.1% | 0.02% | −0.07 |
| IMCV iShares Morningstar Mid-Cap | Reduce -10.9% | 0.43% | −0.06 |
| IWS iShares Russell Mid-Cap Valu | Reduce -6.7% | 0.71% | −0.06 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -9.0% | 0.51% | −0.06 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -11.2% | 0.26% | −0.05 |
| PRF Invesco Rafi US 1000 ETF | Reduce -13.1% | 0.34% | −0.05 |
| PXF Invesco Rafi Developed Marke | Reduce -33.3% | 0.08% | −0.04 |
| FVD First Trust Value Line DVD | Reduce -25.4% | 0.10% | −0.04 |
| OEF iShares S&P 100 ETF | Reduce -68.4% | 0.02% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -0.8% | 2.15% | −0.04 |
| FTCS First Trust Capital Strength | Reduce -28.9% | 0.08% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.7% | 0.73% | −0.04 |
| CORP PIMCO Inv Grade Corp. BD ETF | Reduce -49.2% | 0.03% | −0.04 |
| ILCB iShares Morningstar U.S. Equ | Reduce -9.0% | 0.37% | −0.03 |
| DVY iShares Select Dividend ETF | Reduce -15.7% | 0.13% | −0.03 |
| IGM iShares Expanded Tech Sector | Reduce -6.4% | 2.04% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.1% | 0.69% | −0.03 |
| XLRE SS Real Estate Select Sector | Reduce -47.1% | 0.02% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -8.7% | 0.22% | −0.02 |
| DIS The Walt Disney Co. | Reduce -30.6% | 0.14% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -1.2% | 3.31% | −0.02 |
| QQQX Nuveen Nasdaq 100 DYN Overwr | Sold out | 0.00% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -3.0% | 0.79% | −0.02 |
| JNJ Johnson & Johnson | Reduce -7.7% | 0.12% | −0.02 |
| GLD SPDR Gold Shares | Reduce -5.8% | 0.24% | −0.02 |
| SPEM State Street SP PTF Em ETF | Reduce -7.8% | 0.12% | −0.02 |
| AFRM Affirm Holdings Inc. | Reduce -66.5% | 0.01% | −0.02 |
| IBTJ iShares Ibonds Dec 2029 Term | Sold out | 0.00% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.3% | 0.68% | −0.02 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -2.4% | 0.10% | −0.02 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -11.6% | 0.11% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| SPYV SS SPDR P S&P 500 Value ETF | Add +26.6% | 2.14% | +0.42 |
| JPST JPMorgan Ultra-Short Income | Add +158.9% | 0.67% | +0.39 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +4.5% | 4.17% | +0.28 |
| SPAB SS SPDR P Agg Bond ETF | Add +47.2% | 0.95% | +0.23 |
| QUAL iShares MSCI USA Quality Fac | Add +26.4% | 0.74% | +0.17 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.14% | +0.14 |
| RSP Invesco S&P 500 Equal Weight | Add +22.0% | 0.69% | +0.11 |
| RWL Invesco S&P 500 Revenue ETF | Add +102.2% | 0.22% | +0.11 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +58.0% | 0.33% | +0.11 |
| GOVT iShares US Treasury Bond ETF | Add +445.3% | 0.12% | +0.10 |
| AMZN Amazon.com Inc. | Add +5.3% | 0.73% | +0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.7% | 2.37% | +0.07 |
| QQQM Invesco Nasdaq 100 ETF | Add +36.8% | 0.27% | +0.07 |
| IEF iShares 7-10 Year Treasury B | Add +72.2% | 0.20% | +0.07 |
| VONV Vanguard Russell 1000 Value | Add +8.2% | 1.00% | +0.07 |
| COWZ Pacer US Cash Cows 100 ETF | Add +10.5% | 0.55% | +0.06 |
| JMOM JPMorgan US Momentum Factor | Add +11.8% | 0.38% | +0.06 |
| XLF SS Financial Select Sector | Add +53.1% | 0.15% | +0.05 |
| JNK SS SPDR BB High Yield Bond | Add +50.3% | 0.19% | +0.05 |
| SMH Vaneck Semiconductor ETF | Add +108.7% | 0.09% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.9% | 0.60% | +0.05 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +210.0% | 0.07% | +0.05 |
| VONG Vanguard Russell 1000 Growth | Add +0.0% | 3.20% | +0.04 |
| LLY Eli Lilly & Co. | Add +27.1% | 0.12% | +0.04 |
| VRIG Invesco Variable Rate Invest | Add +73.3% | 0.11% | +0.04 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +28.0% | 0.14% | +0.04 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +304.5% | 0.06% | +0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +83.6% | 0.08% | +0.04 |
| MSFT Microsoft Corp. | Add +3.1% | 0.82% | +0.04 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +147.5% | 0.07% | +0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +8.4% | 0.98% | +0.04 |
| PULS Pgim Ultra Short Bond ETF | Add +39.3% | 0.18% | +0.04 |
| MDYV SS SPDR S&P 400 MC Val ETF | Add +42.8% | 0.15% | +0.04 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +859.8% | 0.04% | +0.04 |
| DFUS Dimensional US Eq MKT ETF | Add +13.1% | 0.31% | +0.04 |
| IWP iShares Russell Mid-Cap Grow | Add +5.0% | 0.80% | +0.04 |
| SCHD Schwab US DVD Equity ETF | Add +14.7% | 0.37% | +0.04 |
| TBIL F/M US Treasury 3 Month Bill | Add +84.6% | 0.09% | +0.04 |
| QGRO American Century US Quality | Add +30.3% | 0.14% | +0.04 |
| IXJ iShares Global Healthcare Et | Add +223.4% | 0.05% | +0.04 |
| IWM iShares Russell 2000 ETF | Add +20.3% | 0.27% | +0.03 |
| CAVA Cava Group Inc. | Add +317.3% | 0.04% | +0.03 |
| IWY iShares Russell Top 200 Grow | Add +14.6% | 0.24% | +0.03 |
| RDVY First Trust Rising Dividend | Add +6.7% | 0.59% | +0.03 |
| PBUS Invesco MSCI USA ETF | Add +31.8% | 0.13% | +0.03 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +198.5% | 0.05% | +0.03 |
| JEPQ JPM Nasdaq Equity Premium | Add +18.6% | 0.21% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 0.40% | +0.03 |
| SMCI Super Micro Computer Inc. | Add +226.1% | 0.03% | +0.03 |
| IQLT iShares MSCI International Q | Add +13.3% | 0.34% | +0.03 |
Notes & Other Activity Q4 2023 → Q1 2024
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Sold out | 284 | $340Kbefore exit |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +4.1% | 252 | $301K |
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 | 1,797 | $16.7B | SPYG, QQQ, IVV, SPYV, AAPL |
| Q1 2026 | 1,687 | $15.5B | QQQ, VONG, AAPL, XLK, SPYV |
| Q4 2025 | 1,576 | $14.6B | SPYG, IVV, QQQ, VUG, VONG |
| Q3 2025 | 1,525 | $13.6B | SPYG, IVV, VUG, QQQ, VONG |
| Q2 2025 | 1,452 | $12.1B | SPYG, IVV, VUG, VONG, QQQ |
| Q1 2025 | 1,335 | $10.5B | SPYG, IVV, VUG, VONG, QQQ |
| Q4 2024 | 1,262 | $10.5B | SPYG, IVV, VONG, VUG, QQQ |
| Q3 2024 | 1,254 | $10.3B | SPYG, IVV, VONG, VUG, QQQ |
| Q2 2024 | 1,209 | $9.5B | SPYG, VONG, IVV, VUG, QQQ |
| Q1 2024 | 1,160 | $8.9B | SPYG, IVV, VONG, QQQ, VUG |