Equitable Holdings, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Equitable Holdings, Inc. reported 1,262 stock positions worth $10.5 billion. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 4.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 3.3%) and Vanguard Russell 1000 Growth (VONG, 3.2%). Compared with Q3 2024, it opened 95 new positions, sold out of 87, added to 661 and reduced 459. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +95%) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001333986
- Portfolio Value
- $10.5B (Q4 2024)
- SEC Filing
- 0001532155-25-000044 ↗ filed Feb 12, 2025
Holdings Value
Holdings 1,262 stocks · $10.5B
| SPYG SS SPDR P S&P 500 Growth ETF | 4.65% | 5,552,330 | $488.0M | Reduce 0.0% |
| IVV iShares Core S&P 500 ETF | 3.29% | 586,668 | $345.4M | Add +1.2% |
| VONG Vanguard Russell 1000 Growth | 3.23% | 3,285,277 | $339.4M | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.16% | 808,829 | $332.0M | Add +1.6% |
| QQQ Invesco QQQ Trust Series 1 | 2.51% | 516,586 | $264.1M | Reduce -4.9% |
| ILCG iShares Morningstar Growth E | 2.35% | 2,753,845 | $246.7M | Reduce -7.6% |
| XLK SS Technology Select Sector | 2.19% | 988,898 | $229.9M | Reduce -1.3% |
| VGT Vanguard Info Tech ETF | 1.92% | 324,519 | $201.8M | Reduce -4.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.92% | 3,934,360 | $201.2M | Add +2.9% |
| IGM iShares Expanded Tech Sector | 1.80% | 1,847,477 | $188.6M | Reduce -6.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.63% | 1,013,656 | $171.6M | Reduce -8.8% |
| AAPL Apple Inc. | 1.41% | 590,409 | $147.9M | Reduce -3.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.29% | 230,548 | $135.1M | Reduce -2.5% |
| VOO Vanguard S&P 500 ETF | 1.20% | 233,305 | $125.7M | Add +1.1% |
| NVDA Nvidia Corp. | 1.11% | 865,664 | $116.3M | Reduce -6.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.99% | 1,135,410 | $103.8M | Add +95.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.96% | 1,438,046 | $101.1M | Add +6.7% |
| AMZN Amazon.com Inc. | 0.91% | 436,800 | $95.8M | Add +7.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.89% | 2,730,272 | $93.2M | Reduce -5.7% |
| IWF iShares Russell 1000 Growth | 0.84% | 220,225 | $88.4M | Reduce -7.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.84% | 302,850 | $87.8M | Add +2.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.82% | 318,211 | $85.8M | Reduce -0.9% |
| MSFT Microsoft Corp. | 0.78% | 195,491 | $82.4M | Add +1.1% |
| QUAL iShares MSCI USA Quality Fac | 0.78% | 457,908 | $81.5M | Add +2.0% |
| VCIT Vanguard Int-Term Corporate | 0.74% | 969,230 | $77.8M | Add +6.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.74% | 323,299 | $77.7M | Add +5.3% |
| ILCV iShares Morningstar Value Et | 0.71% | 924,013 | $74.8M | Reduce -1.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.71% | 281,926 | $74.5M | Add +4.4% |
| IJH iShares Core S&P Midcap ETF | 0.70% | 1,186,315 | $73.9M | Add +5.1% |
| SPHQ Invesco S&P 500 Quality ETF | 0.69% | 1,087,680 | $72.9M | Add +4.3% |
| IWD iShares Russell 1000 Value E | 0.69% | 390,861 | $72.4M | Reduce -4.1% |
| SPAB SS SPDR P Agg Bond ETF | 0.67% | 2,808,080 | $70.2M | Reduce -4.7% |
| IWP iShares Russell Mid-Cap Grow | 0.67% | 553,318 | $70.1M | Reduce -9.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.66% | 153,974 | $69.8M | Add +1.4% |
| VYM Vanguard High DVD Yield ETF | 0.62% | 506,491 | $64.6M | Add +4.7% |
| IJR iShares Core S&P Small-Cap E | 0.60% | 542,520 | $62.5M | Reduce -5.9% |
| VONV Vanguard Russell 1000 Value | 0.59% | 768,375 | $62.4M | Reduce -0.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.59% | 382,694 | $61.9M | Add +9.3% |
| IWS iShares Russell Mid-Cap Valu | 0.58% | 471,494 | $61.0M | Reduce -2.6% |
| ITOT iShares Core S&P Total U.S. | 0.54% | 442,095 | $56.9M | Reduce -0.7% |
| RDVY First Trust Rising Dividend | 0.52% | 926,838 | $54.8M | Reduce -1.3% |
| DGRW Wisdomtree U.S. Quality Divi | 0.52% | 673,801 | $54.5M | Add +2.1% |
| RSP Invesco S&P 500 Equal Weight | 0.52% | 309,489 | $54.2M | Reduce -18.2% |
| JMOM JPMorgan US Momentum Factor | 0.50% | 900,983 | $52.5M | Add +11.4% |
| TSLA Tesla Inc. | 0.45% | 118,186 | $47.7M | Reduce -8.7% |
| COWZ Pacer US Cash Cows 100 ETF | 0.44% | 826,678 | $46.7M | Reduce -11.2% |
| SPLV Invesco S&P 500 Low Volatili | 0.43% | 652,294 | $45.7M | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 0.43% | 77,127 | $45.2M | Add +18.4% |
| VIG Vanguard Dividend Apprec ETF | 0.43% | 229,878 | $45.0M | Reduce -0.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.43% | 213,069 | $44.8M | Add +21.6% |
| IWB iShares Russell 1000 ETF | 0.42% | 138,279 | $44.5M | Add +1.4% |
| JPM JPMorgan Chase & Co. | 0.40% | 177,118 | $42.5M | Reduce -0.4% |
| AGG iShares Core U.S. Aggregate | 0.40% | 430,054 | $41.7M | Reduce -10.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.39% | 205,987 | $40.8M | Add +0.7% |
| BND Vanguard Total Bond Market | 0.39% | 566,159 | $40.7M | Add +16.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.39% | 159,979 | $40.6M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 0.39% | 214,290 | $40.6M | Reduce -4.1% |
| SCHD Schwab US DVD Equity ETF | 0.39% | 1,482,320 | $40.5M | Add +5.2% |
| JPST JPMorgan Ultra-Short Income | 0.38% | 797,935 | $40.2M | Reduce -48.1% |
| IVE iShares S&P 500 Value ETF | 0.37% | 205,964 | $39.3M | Add +1.6% |
| GOOG Alphabet Inc. Class C | 0.37% | 204,593 | $39.0M | Add +37.4% |
| DFAC Dimensional US Core Equity 2 | 0.35% | 1,071,510 | $37.1M | Add +0.8% |
| IUSG iShares Core S&P U.S. Growth | 0.35% | 264,891 | $36.9M | Add +6.2% |
| GLD SPDR Gold Shares | 0.35% | 152,051 | $36.8M | Add +4.7% |
| IWY iShares Russell Top 200 Grow | 0.34% | 153,991 | $36.2M | Reduce -14.4% |
| SPEM State Street SP PTF Em ETF | 0.33% | 913,714 | $35.1M | Add +3.3% |
| MUB iShares National Muni Bond E | 0.33% | 325,488 | $34.7M | Reduce -5.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.33% | 389,829 | $34.6M | Add +1.6% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.33% | 506,424 | $34.4M | Add +7.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.32% | 751,711 | $33.8M | Add +24.1% |
| VWO Vanguard Ftse Emerging Marke | 0.32% | 765,332 | $33.7M | Add +3.8% |
| IMCV iShares Morningstar Mid-Cap | 0.32% | 453,205 | $33.7M | Add +12.1% |
| DFUS Dimensional US Eq MKT ETF | 0.32% | 520,654 | $33.2M | Add +3.0% |
| ILCB iShares Morningstar U.S. Equ | 0.30% | 393,698 | $32.0M | Reduce -9.9% |
| EFA iShares MSCI Eafe ETF | 0.30% | 420,013 | $31.8M | Add +20.8% |
| UTEN F/M US Treasury 10 Year Note | 0.30% | 741,856 | $31.6M | Add +28.9% |
| PRF Invesco Rafi US 1000 ETF | 0.29% | 760,357 | $30.7M | Add +0.6% |
| VXUS Vanguard Total Intl Stock | 0.28% | 502,678 | $29.6M | Add +2.0% |
| IQLT iShares MSCI International Q | 0.28% | 785,272 | $29.1M | Add +5.1% |
| VOOG Vanguard S&P 500 Growth ETF | 0.28% | 79,562 | $29.1M | Reduce -2.3% |
| GLDM SPDR Gold Minishares Trust | 0.28% | 559,372 | $29.1M | Add +11.5% |
| XLF SS Financial Select Sector | 0.27% | 589,210 | $28.5M | Add +11.2% |
| SPTI SS SPDR P Int Term TSY ETF | 0.26% | 994,484 | $27.7M | Add +160.3% |
| JMUB JPMorgan Municipal ETF | 0.26% | 551,877 | $27.7M | Add +25.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.26% | 479,799 | $27.1M | Add +3.3% |
| IAU iShares Gold Trust | 0.25% | 528,696 | $26.2M | Add +11.5% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.24% | 294,010 | $25.7M | Reduce -4.6% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.24% | 276,821 | $25.0M | Add +11.2% |
| COST Costco Wholesale Corp. | 0.24% | 27,021 | $24.8M | Add +12.2% |
| RWL Invesco S&P 500 Revenue ETF | 0.23% | 250,596 | $24.5M | Add +5.0% |
| AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC | 0.23% | 822,219 | $24.3M | Add +11.7% |
| XLI SS Industrial Select Sector | 0.23% | 183,824 | $24.2M | Add +5.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.23% | 349,809 | $24.1M | Reduce -8.7% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.23% | 336,715 | $24.1M | Add +1.4% |
| IWM iShares Russell 2000 ETF | 0.23% | 108,367 | $23.9M | Reduce -15.2% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.22% | 291,485 | $23.4M | Add +0.0% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.22% | 231,187 | $22.8M | Add +1.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.22% | 415,752 | $22.7M | Add +14.1% |
| DGRO iShares Core Dividend Growth | 0.20% | 341,006 | $20.9M | Add +7.5% |
| LLY Eli Lilly & Co. | 0.19% | 26,226 | $20.2M | Add +68.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $424K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 348 | $424K | Reduce -7.5% |
Total filed on the 13F, all lines: $10.5B.
Portfolio Sells Q3 2024 → Q4 2024
| JPST JPMorgan Ultra-Short Income | Reduce -48.1% | 0.38% | −0.37 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -8.8% | 1.63% | −0.24 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -5.7% | 0.89% | −0.17 |
| RSP Invesco S&P 500 Equal Weight | Reduce -18.2% | 0.52% | −0.14 |
| IEF iShares 7-10 Year Treasury B | Reduce -91.9% | 0.01% | −0.14 |
| TBLL Invesco Short Term Treasury | Reduce -96.1% | 0.01% | −0.13 |
| PHYS Sprott Physical Gold Trust | Reduce -95.3% | 0.01% | −0.12 |
| XLE SS Energy Select Sector | Reduce -52.4% | 0.09% | −0.11 |
| XLV SS Health Care Select Sector | Reduce -27.3% | 0.19% | −0.11 |
| IVW iShares S&P 500 Growth ETF | Reduce -42.0% | 0.15% | −0.10 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -55.3% | 0.06% | −0.08 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -4.7% | 0.67% | −0.08 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -11.2% | 0.44% | −0.08 |
| ILCG iShares Morningstar Growth E | Reduce -7.6% | 2.35% | −0.08 |
| AGG iShares Core U.S. Aggregate | Reduce -10.4% | 0.40% | −0.07 |
| USCI United States Commodity Inde | Sold out | 0.00% | −0.07 |
| DUHP Dimensional US High Profi Et | Sold out | 0.00% | −0.06 |
| IWD iShares Russell 1000 Value E | Reduce -4.1% | 0.69% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.9% | 0.60% | −0.06 |
| UNH Unitedhealth Group Inc. | Reduce -21.5% | 0.12% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.9% | 2.51% | −0.05 |
| RSPG Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.05 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -32.6% | 0.04% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -15.2% | 0.23% | −0.05 |
| XLP SS Consumer Staples Sel Sect | Reduce -26.3% | 0.09% | −0.04 |
| DBP Invesco DB Precious Metals F | Reduce -13.3% | 0.18% | −0.04 |
| HYDB iShares High Yield Systemati | Reduce -76.8% | 0.01% | −0.04 |
| SMH Vaneck Semiconductor ETF | Reduce -28.7% | 0.09% | −0.04 |
| IWS iShares Russell Mid-Cap Valu | Reduce -2.6% | 0.58% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -29.7% | 0.08% | −0.04 |
| IWY iShares Russell Top 200 Grow | Reduce -14.4% | 0.34% | −0.04 |
| ILCV iShares Morningstar Value Et | Reduce -1.8% | 0.71% | −0.04 |
| IUSV iShares Core S&P U.S. Value | Reduce -12.6% | 0.16% | −0.03 |
| IGM iShares Expanded Tech Sector | Reduce -6.0% | 1.80% | −0.03 |
| ILCB iShares Morningstar U.S. Equ | Reduce -9.9% | 0.30% | −0.03 |
| EPI Wisdomtree India Earnings | Reduce -37.6% | 0.04% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -5.1% | 0.33% | −0.03 |
| TLT iShares 20+ Year Treasury BD | Reduce -12.9% | 0.10% | −0.03 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -2.0% | 0.43% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.5% | 1.29% | −0.03 |
| RWR SS SPDR Dow Jones REIT ETF | Reduce -86.8% | 0.00% | −0.03 |
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.03 |
| IEMG iShares Core MSCI Emerging | Reduce -3.1% | 0.17% | −0.03 |
| VONV Vanguard Russell 1000 Value | Reduce -0.0% | 0.59% | −0.03 |
| HYGH iShares Int Rate Hedg HY ETF | Reduce -85.1% | 0.00% | −0.03 |
| IWP iShares Russell Mid-Cap Grow | Reduce -9.3% | 0.67% | −0.03 |
| IMCG iShares Morningstar Mid-Cap | Reduce -21.4% | 0.10% | −0.03 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -25.8% | 0.06% | −0.02 |
| EUFN iShares MSCI Europe Financia | Reduce -69.8% | 0.01% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +95.2% | 0.99% | +0.47 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.6% | 3.16% | +0.20 |
| AMZN Amazon.com Inc. | Add +7.8% | 0.91% | +0.18 |
| SPTI SS SPDR P Int Term TSY ETF | Add +160.3% | 0.26% | +0.16 |
| FDVV Fidelity High Dividend ETF | Add +978.2% | 0.15% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +37.4% | 0.37% | +0.13 |
| QQQM Invesco Nasdaq 100 ETF | Add +21.6% | 0.43% | +0.09 |
| META Meta Platforms Inc. Class A | Add +18.4% | 0.43% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | Add +333.5% | 0.10% | +0.07 |
| LLY Eli Lilly & Co. | Add +68.2% | 0.19% | +0.06 |
| PYLD PIMCO Multisector Bond Actv | New | 0.05% | +0.05 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +24.1% | 0.32% | +0.05 |
| XMMO Invesco S&P Midcap Momentum | Add +101.0% | 0.10% | +0.05 |
| JMOM JPMorgan US Momentum Factor | Add +11.4% | 0.50% | +0.05 |
| FBND Fidelity Total Bond ETF | Add +68.5% | 0.13% | +0.05 |
| AIRR First Trust Rba American Ind | Add +104.1% | 0.10% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +1.2% | 3.29% | +0.05 |
| UTEN F/M US Treasury 10 Year Note | Add +28.9% | 0.30% | +0.05 |
| EVTR Eaton Vance Total Return | Add +373.8% | 0.06% | +0.05 |
| JMUB JPMorgan Municipal ETF | Add +25.3% | 0.26% | +0.04 |
| MRK Merck & Co. Inc. | Add +66.1% | 0.13% | +0.04 |
| XLF SS Financial Select Sector | Add +11.2% | 0.27% | +0.04 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +49.8% | 0.12% | +0.04 |
| AVGO Broadcom Inc. | Add +1.9% | 0.15% | +0.04 |
| MTUM iShares MSCI USA Momentum Fa | Add +445.6% | 0.04% | +0.04 |
| BND Vanguard Total Bond Market | Add +16.7% | 0.39% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.3% | 0.74% | +0.03 |
| XLY SS Consumer Disc Select Sect | Add +46.0% | 0.09% | +0.03 |
| IUSG iShares Core S&P U.S. Growth | Add +6.2% | 0.35% | +0.03 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +52.1% | 0.10% | +0.03 |
| SRLN SS Blackstone Sr Loan ETF | Add +141.1% | 0.05% | +0.03 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +34.5% | 0.14% | +0.03 |
| JAAA Janus Henderson Aaa Clo ETF | Add +46.8% | 0.10% | +0.03 |
| SPMO Invesco S&P 500 Momentum ETF | Add +64.4% | 0.07% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +21.7% | 0.11% | +0.03 |
| COST Costco Wholesale Corp. | Add +12.2% | 0.24% | +0.03 |
| VRIG Invesco Variable Rate Invest | Add +27.0% | 0.14% | +0.03 |
| AMJB Alerian MLP ETN2044 | Add +11.7% | 0.23% | +0.03 |
| SDVY First Trust Smid Cap Rising | Add +32.9% | 0.11% | +0.03 |
| V Visa Inc. Class A | Add +2.1% | 0.19% | +0.03 |
| XLG Invesco S&P 500 Top 50 ETF | Add +36.9% | 0.09% | +0.03 |
| GLDM SPDR Gold Minishares Trust | Add +11.5% | 0.28% | +0.02 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +14.1% | 0.22% | +0.02 |
| SHOP Shopify Inc. Class A | Add +17.2% | 0.07% | +0.02 |
| GEV GE Vernova Inc. | Add +27.6% | 0.06% | +0.02 |
| UTES Virtus Reaves Utilities ETF | New | 0.02% | +0.02 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +15.7% | 0.16% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +5.1% | 0.70% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.1% | 0.84% | +0.02 |
| IAU iShares Gold Trust | Add +11.5% | 0.25% | +0.02 |
Notes & Other Activity Q3 2024 → Q4 2024
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -7.5% | 348 | $424K |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Sold out | 162 | $208Kbefore exit |
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 |