Equitable Holdings, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Equitable Holdings, Inc. reported 1,254 stock positions worth $10.3 billion. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 4.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 3.2%) and Vanguard Russell 1000 Growth (VONG, 3.1%). Compared with Q2 2024, it opened 105 new positions, sold out of 61, added to 673 and reduced 427. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +195%) and the biggest sale iShares Russell 1000 Growth (IWF, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001333986
- Portfolio Value
- $10.3B (Q3 2024)
- SEC Filing
- 0001532155-24-000158 ↗ filed Nov 14, 2024
Holdings Value
Holdings 1,254 stocks · $10.3B
| SPYG SS SPDR P S&P 500 Growth ETF | 4.46% | 5,552,440 | $460.5M | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 3.24% | 579,790 | $334.4M | Add +1.3% |
| VONG Vanguard Russell 1000 Growth | 3.08% | 3,300,785 | $318.6M | Reduce -1.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.96% | 795,706 | $305.5M | Add +3.0% |
| QQQ Invesco QQQ Trust Series 1 | 2.57% | 542,981 | $265.0M | Reduce -1.3% |
| ILCG iShares Morningstar Growth E | 2.43% | 2,980,048 | $250.4M | Reduce -2.5% |
| XLK SS Technology Select Sector | 2.19% | 1,002,250 | $226.3M | Reduce -1.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.96% | 3,822,230 | $202.0M | Add +2.2% |
| VGT Vanguard Info Tech ETF | 1.94% | 341,233 | $200.1M | Reduce -3.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.88% | 1,111,115 | $194.0M | Reduce -1.2% |
| IGM iShares Expanded Tech Sector | 1.83% | 1,966,549 | $188.7M | Reduce -2.0% |
| AAPL Apple Inc. | 1.38% | 609,849 | $142.1M | Add +4.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.31% | 236,488 | $135.7M | Reduce -0.2% |
| VOO Vanguard S&P 500 ETF | 1.18% | 230,714 | $121.7M | Add +4.2% |
| NVDA Nvidia Corp. | 1.09% | 925,748 | $112.4M | Add +14.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.05% | 2,894,028 | $108.7M | Add +4.6% |
| IEFA iShares Core MSCI Eafe ETF | 1.02% | 1,347,184 | $105.1M | Reduce -0.3% |
| IWF iShares Russell 1000 Growth | 0.86% | 237,384 | $89.1M | Reduce -21.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.82% | 320,975 | $84.5M | Add +10.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.81% | 296,694 | $84.0M | Add +11.4% |
| MSFT Microsoft Corp. | 0.81% | 193,294 | $83.2M | Add +6.3% |
| QUAL iShares MSCI USA Quality Fac | 0.78% | 448,782 | $80.5M | Add +5.6% |
| JPST JPMorgan Ultra-Short Income | 0.76% | 1,537,950 | $78.0M | Add +82.5% |
| IWD iShares Russell 1000 Value E | 0.75% | 407,619 | $77.4M | Reduce -3.2% |
| ILCV iShares Morningstar Value Et | 0.75% | 941,105 | $77.4M | Reduce -3.1% |
| SPAB SS SPDR P Agg Bond ETF | 0.75% | 2,945,120 | $77.0M | Add +9.2% |
| VCIT Vanguard Int-Term Corporate | 0.74% | 908,454 | $76.1M | Add +3.4% |
| AMZN Amazon.com Inc. | 0.73% | 405,130 | $75.5M | Add +6.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.70% | 306,899 | $72.8M | Add +9.9% |
| IWP iShares Russell Mid-Cap Grow | 0.69% | 610,032 | $71.6M | Add +0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.69% | 270,116 | $71.3M | Add +7.7% |
| IJH iShares Core S&P Midcap ETF | 0.68% | 1,129,077 | $70.4M | Add +7.4% |
| SPHQ Invesco S&P 500 Quality ETF | 0.68% | 1,043,120 | $70.2M | Add +6.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 151,914 | $69.9M | Add +8.8% |
| RSP Invesco S&P 500 Equal Weight | 0.66% | 378,391 | $67.8M | Add +4.3% |
| IJR iShares Core S&P Small-Cap E | 0.65% | 576,762 | $67.5M | Add +3.6% |
| VONV Vanguard Russell 1000 Value | 0.62% | 768,601 | $64.0M | Reduce -0.0% |
| IWS iShares Russell Mid-Cap Valu | 0.62% | 484,151 | $64.0M | Reduce -1.4% |
| VYM Vanguard High DVD Yield ETF | 0.60% | 483,822 | $62.0M | Add +2.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.57% | 350,067 | $58.7M | Add +0.1% |
| ITOT iShares Core S&P Total U.S. | 0.54% | 445,153 | $55.9M | Add +6.6% |
| RDVY First Trust Rising Dividend | 0.54% | 938,566 | $55.6M | Reduce -0.5% |
| DGRW Wisdomtree U.S. Quality Divi | 0.53% | 660,178 | $54.9M | Add +4.9% |
| COWZ Pacer US Cash Cows 100 ETF | 0.52% | 930,989 | $53.8M | Add +6.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.52% | 581,784 | $53.4M | Add +195.2% |
| AGG iShares Core U.S. Aggregate | 0.47% | 480,169 | $48.6M | Add +2.5% |
| SPLV Invesco S&P 500 Low Volatili | 0.46% | 665,965 | $47.8M | Reduce -1.9% |
| JMOM JPMorgan US Momentum Factor | 0.45% | 808,846 | $46.2M | Add +12.8% |
| VIG Vanguard Dividend Apprec ETF | 0.44% | 230,574 | $45.7M | Add +9.2% |
| IWB iShares Russell 1000 ETF | 0.42% | 136,416 | $42.9M | Reduce -4.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.40% | 204,526 | $41.1M | Reduce -0.9% |
| IVE iShares S&P 500 Value ETF | 0.39% | 202,775 | $40.0M | Reduce -0.1% |
| SCHD Schwab US DVD Equity ETF | 0.38% | 469,779 | $39.7M | Add +9.4% |
| IWY iShares Russell Top 200 Grow | 0.38% | 179,883 | $39.6M | Add +10.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.38% | 161,897 | $39.4M | Reduce -3.8% |
| JPM JPMorgan Chase & Co. | 0.36% | 177,867 | $37.5M | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 0.36% | 65,142 | $37.3M | Add +4.2% |
| MUB iShares National Muni Bond E | 0.36% | 343,023 | $37.3M | Add +5.1% |
| GOOGL Alphabet Inc. Class A | 0.36% | 223,356 | $37.0M | Add +3.1% |
| SPEM State Street SP PTF Em ETF | 0.35% | 884,984 | $36.5M | Add +101.7% |
| DFAC Dimensional US Core Equity 2 | 0.35% | 1,063,040 | $36.5M | Add +5.2% |
| BND Vanguard Total Bond Market | 0.35% | 485,097 | $36.4M | Add +8.6% |
| GLD SPDR Gold Shares | 0.34% | 145,257 | $35.3M | Add +1.8% |
| VWO Vanguard Ftse Emerging Marke | 0.34% | 737,593 | $35.3M | Add +6.5% |
| QQQM Invesco Nasdaq 100 ETF | 0.34% | 175,188 | $35.2M | Add +18.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.34% | 383,640 | $35.0M | Add +0.9% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.34% | 473,109 | $34.7M | Add +6.0% |
| ILCB iShares Morningstar U.S. Equ | 0.34% | 436,934 | $34.6M | Reduce -2.9% |
| TSLA Tesla Inc. | 0.33% | 129,463 | $33.9M | Reduce -6.2% |
| IUSG iShares Core S&P U.S. Growth | 0.32% | 249,530 | $32.9M | Reduce -0.5% |
| VXUS Vanguard Total Intl Stock | 0.31% | 492,618 | $31.9M | Add +6.5% |
| DFUS Dimensional US Eq MKT ETF | 0.30% | 505,331 | $31.4M | Reduce -0.5% |
| IQLT iShares MSCI International Q | 0.30% | 747,161 | $31.0M | Reduce -3.8% |
| IMCV iShares Morningstar Mid-Cap | 0.30% | 404,177 | $31.0M | Add +3.0% |
| XLV SS Health Care Select Sector | 0.30% | 200,519 | $30.9M | Add +0.9% |
| PRF Invesco Rafi US 1000 ETF | 0.30% | 755,595 | $30.7M | Reduce -2.5% |
| EFA iShares MSCI Eafe ETF | 0.28% | 347,680 | $29.1M | Add +6.6% |
| IWM iShares Russell 2000 ETF | 0.27% | 127,739 | $28.2M | Add +7.8% |
| VOOG Vanguard S&P 500 Growth ETF | 0.27% | 81,468 | $28.1M | Reduce -0.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.27% | 605,942 | $27.6M | Add +5.1% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.26% | 308,220 | $26.8M | Reduce -13.5% |
| IVW iShares S&P 500 Growth ETF | 0.26% | 276,277 | $26.5M | Reduce -47.3% |
| UTEN F/M US Treasury 10 Year Note | 0.25% | 575,467 | $26.2M | Add +6.2% |
| GLDM SPDR Gold Minishares Trust | 0.25% | 501,522 | $26.1M | Add +22.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.25% | 382,994 | $25.9M | Add +35.4% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.25% | 464,595 | $25.5M | Add +21.9% |
| GOOG Alphabet Inc. Class C | 0.24% | 148,959 | $24.9M | Add +5.8% |
| XLF SS Financial Select Sector | 0.23% | 529,972 | $24.0M | Add +13.8% |
| XLI SS Industrial Select Sector | 0.23% | 174,325 | $23.6M | Add +2.3% |
| IAU iShares Gold Trust | 0.23% | 474,191 | $23.6M | Add +2.0% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.23% | 228,181 | $23.4M | Add +18.0% |
| RWL Invesco S&P 500 Revenue ETF | 0.23% | 238,600 | $23.4M | Add +6.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.23% | 331,944 | $23.3M | Add +6.8% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.22% | 249,019 | $23.2M | Add +20.3% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.22% | 291,445 | $23.2M | Add +69.2% |
| DBP Invesco DB Precious Metals F | 0.22% | 361,555 | $23.1M | Reduce -6.7% |
| JMUB JPMorgan Municipal ETF | 0.22% | 440,535 | $22.6M | Add +15.2% |
| COST Costco Wholesale Corp. | 0.21% | 24,075 | $21.3M | Add +9.3% |
| XLE SS Energy Select Sector | 0.20% | 239,788 | $21.1M | Reduce -1.5% |
| AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC | 0.20% | 736,326 | $21.0M | Add +13.8% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $686K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 376 | $479K | Add +7.4% |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 162 | $208K | New |
Total filed on the 13F, all lines: $10.3B.
Portfolio Sells Q2 2024 → Q3 2024
| IWF iShares Russell 1000 Growth | Reduce -21.7% | 0.86% | −0.30 |
| IVW iShares S&P 500 Growth ETF | Reduce -47.3% | 0.26% | −0.25 |
| XLK SS Technology Select Sector | Reduce -1.8% | 2.19% | −0.24 |
| IBTE iShares Ibonds Dec 2024 Term | Reduce -89.0% | 0.03% | −0.24 |
| VONG Vanguard Russell 1000 Growth | Reduce -1.6% | 3.08% | −0.23 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.3% | 2.57% | −0.21 |
| VGT Vanguard Info Tech ETF | Reduce -3.0% | 1.94% | −0.20 |
| ILCG iShares Morningstar Growth E | Reduce -2.5% | 2.43% | −0.19 |
| IGM iShares Expanded Tech Sector | Reduce -2.0% | 1.83% | −0.16 |
| XPH SS SPDR S&P Pharma ETF | Sold out | 0.00% | −0.11 |
| PBUS Invesco MSCI USA ETF | Reduce -52.3% | 0.06% | −0.07 |
| GMOM Cambria Global Momentum ETF | Sold out | 0.00% | −0.07 |
| PLD Prologis Inc. | Reduce -87.2% | 0.01% | −0.07 |
| PEP Pepsico Inc. | Reduce -35.2% | 0.07% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 1.31% | −0.04 |
| TFLO iShares Treasury Floating Ra | Reduce -15.8% | 0.14% | −0.04 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -39.7% | 0.05% | −0.04 |
| IBTL iShares Ibonds Dec 2031 Term | Reduce -49.4% | 0.03% | −0.04 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -31.6% | 0.06% | −0.04 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -13.5% | 0.26% | −0.03 |
| PULS Pgim Ultra Short Bond ETF | Reduce -12.6% | 0.14% | −0.03 |
| IWB iShares Russell 1000 ETF | Reduce -4.8% | 0.42% | −0.03 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -33.9% | 0.05% | −0.03 |
| ILCV iShares Morningstar Value Et | Reduce -3.1% | 0.75% | −0.03 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -32.6% | 0.05% | −0.03 |
| XLE SS Energy Select Sector | Reduce -1.5% | 0.20% | −0.03 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -14.9% | 0.18% | −0.03 |
| IMCG iShares Morningstar Mid-Cap | Reduce -16.9% | 0.13% | −0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -3.8% | 0.38% | −0.03 |
| IWD iShares Russell 1000 Value E | Reduce -3.2% | 0.75% | −0.02 |
| IHI iShares U.S. Medical Devices | Reduce -18.1% | 0.09% | −0.02 |
| WINN Harbor Long-Term Growers ETF | Reduce -26.3% | 0.05% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -1.8% | 0.36% | −0.02 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -30.7% | 0.04% | −0.02 |
| IXC iShares Global Energy ETF | Reduce -25.5% | 0.04% | −0.02 |
| ILCB iShares Morningstar U.S. Equ | Reduce -2.9% | 0.34% | −0.02 |
| FLCH Franklin Ftse China ETF | Reduce -76.9% | 0.01% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.2% | 1.88% | −0.02 |
| CVX Chevron Corp. | Reduce -2.4% | 0.11% | −0.02 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -20.7% | 0.09% | −0.02 |
| IQLT iShares MSCI International Q | Reduce -3.8% | 0.30% | −0.02 |
| IYM iShares U.S. Basic Materials | Reduce -88.8% | 0.00% | −0.02 |
| IWL iShares Russell Top 200 ETF | Reduce -8.1% | 0.15% | −0.02 |
| RTH Vaneck Retail ETF | Reduce -28.2% | 0.04% | −0.02 |
| IEF iShares 7-10 Year Treasury B | Reduce -7.6% | 0.15% | −0.02 |
| PTNQ Pacer Trendpilot 100 ETF | Reduce -18.2% | 0.06% | −0.02 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -29.2% | 0.04% | −0.02 |
| IUSG iShares Core S&P U.S. Growth | Reduce -0.5% | 0.32% | −0.02 |
| USFR Wisdomtree Floating Rate Tre | Reduce -6.2% | 0.11% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -7.2% | 0.03% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +195.2% | 0.52% | +0.33 |
| JPST JPMorgan Ultra-Short Income | Add +82.5% | 0.76% | +0.31 |
| SPEM State Street SP PTF Em ETF | Add +101.7% | 0.35% | +0.18 |
| TBLL Invesco Short Term Treasury | Add +797.1% | 0.14% | +0.12 |
| MDYV SS SPDR S&P 400 MC Val ETF | Add +69.2% | 0.22% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.8% | 0.68% | +0.08 |
| AAPL Apple Inc. | Add +4.0% | 1.38% | +0.08 |
| PXF Invesco Rafi Developed Marke | Add +150.9% | 0.11% | +0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +9.9% | 0.70% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | Add +11.4% | 0.81% | +0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +35.4% | 0.25% | +0.06 |
| GLDM SPDR Gold Minishares Trust | Add +22.9% | 0.25% | +0.06 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +10.4% | 0.82% | +0.05 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +104.0% | 0.11% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +7.7% | 0.69% | +0.05 |
| BBUS JPMorgan Betabuilders US Equ | New | 0.05% | +0.05 |
| WMT Walmart Inc. | Add +48.0% | 0.11% | +0.04 |
| JMOM JPMorgan US Momentum Factor | Add +12.8% | 0.45% | +0.04 |
| SPTS SS SPDR P St Term TSY ETF | Add +47.9% | 0.15% | +0.04 |
| GSUS Goldman Sachs Marketbeta US | Add +120.4% | 0.08% | +0.04 |
| FBND Fidelity Total Bond ETF | Add +97.0% | 0.08% | +0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +28.0% | 0.14% | +0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +2.2% | 1.96% | +0.04 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +44.4% | 0.14% | +0.04 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +20.3% | 0.22% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +9.2% | 0.44% | +0.04 |
| QQQM Invesco Nasdaq 100 ETF | Add +18.9% | 0.34% | +0.04 |
| AVGO Broadcom Inc. | Add +48.7% | 0.11% | +0.03 |
| IUSV iShares Core S&P U.S. Value | Add +22.2% | 0.19% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +18.6% | 0.17% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +7.4% | 0.68% | +0.03 |
| DIVO Amplify CWP Enhan Divid ETF | Add +488.0% | 0.04% | +0.03 |
| NVDA Nvidia Corp. | Add +14.0% | 1.09% | +0.03 |
| SPAB SS SPDR P Agg Bond ETF | Add +9.2% | 0.75% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +9.4% | 0.38% | +0.03 |
| XLF SS Financial Select Sector | Add +13.8% | 0.23% | +0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +4.6% | 1.05% | +0.03 |
| SDVY First Trust Smid Cap Rising | Add +51.0% | 0.09% | +0.03 |
| IYW iShares Ustechnology ETF | Add +39.1% | 0.13% | +0.03 |
| TLT iShares 20+ Year Treasury BD | Add +33.1% | 0.13% | +0.03 |
| META Meta Platforms Inc. Class A | Add +4.2% | 0.36% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +4.3% | 0.66% | +0.03 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +18.0% | 0.23% | +0.03 |
| SPMO Invesco S&P 500 Momentum ETF | Add +207.8% | 0.04% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +3.6% | 0.65% | +0.03 |
| BSJT Invesco Bulletshares 2029 HY | Add +56.5% | 0.08% | +0.03 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Add +65.2% | 0.08% | +0.03 |
| SPHQ Invesco S&P 500 Quality ETF | Add +6.8% | 0.68% | +0.03 |
| LMT Lockheed Martin Corp. | Add +3.4% | 0.16% | +0.03 |
| JEPQ JPM Nasdaq Equity Premium | Add +21.9% | 0.25% | +0.02 |
Notes & Other Activity Q2 2024 → Q3 2024
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +7.4% | 376 | $479K |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | New | 162 | $208K |
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 |