Ethos Financial Group, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Ethos Financial Group, LLC reported 282 stock positions worth $562.9 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 6.4% of the portfolio, followed by Alpha Architect 1-3 MNTH Box (BOXX, 4.9%) and Schwab US Large-Cap ETF (SCHX, 3.5%). Compared with Q1 2024, it opened 46 new positions, sold out of 39, added to 110 and reduced 88. The biggest buy was Alpha Architect 1-3 MNTH Box (BOXX, shares +315%) and the biggest sale iShares Bitcoin Trust ETF (IBIT, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- KING OF PRUSSIA, PA
- CIK
- 0001954242
- Portfolio Value
- $562.9M (Q2 2024)
- SEC Filing
- 0001954242-24-000006 ↗ filed Aug 12, 2024
Holdings Value
Holdings 282 stocks · $562.9M
| SCHB Schwab US Broad Market ETF | 6.44% | 574,901 | $36.3M | Add +3.3% |
| BOXX Alpha Architect 1-3 MNTH Box | 4.88% | 254,964 | $27.5M | Add +315.0% |
| SCHX Schwab US Large-Cap ETF | 3.47% | 303,298 | $19.5M | Add +5.1% |
| VT Vanguard Tot World STK ETF | 3.42% | 170,733 | $19.2M | Add +1.4% |
| SCHG Schwab US Large-Cap Growth | 3.34% | 186,069 | $18.8M | Add +8.3% |
| MOAT Vaneck Morningstar Wide Moat | 3.05% | 198,511 | $17.2M | Add +4.7% |
| SGOL Abrdn Physical Gold Shares | 2.86% | 724,294 | $16.1M | Add +1.9% |
| TIP iShares Tips Bond ETF | 2.43% | 128,206 | $13.7M | Add +6.1% |
| SCHV Schwab US Large-Cap Value | 2.31% | 174,357 | $13.0M | Add +3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.30% | 23,761 | $13.0M | Add +605.7% |
| STIP iShares 0-5 Year Tips Bond E | 2.18% | 123,573 | $12.3M | Add +1.8% |
| QQQ Invesco QQQ Trust Series 1 | 2.09% | 24,539 | $11.8M | Add +4130.9% |
| AAPL Apple Inc. | 1.95% | 52,024 | $11.0M | Reduce -0.3% |
| SHV iShares 0-1 Year Treasury Bo | 1.76% | 89,457 | $9.9M | Add +4.8% |
| WTMF Wisdomtree MGD Futures Strat | 1.76% | 272,492 | $9.9M | Add +4.5% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.71% | 271,484 | $9.6M | Add +1.8% |
| TDIV FT Nasdaq Tech DVD Index FD | 1.67% | 123,880 | $9.4M | New |
| MOOD Relative Sentiment Tact Allo | 1.63% | 317,229 | $9.2M | Add +4.7% |
| XLE SS Energy Select Sector | 1.57% | 97,190 | $8.9M | Add +1.5% |
| PWB Invesco Large Cap Growth ETF | 1.53% | 91,320 | $8.6M | Reduce -2.4% |
| SCHZ Schwab US Aggregate Bond ETF | 1.53% | 189,250 | $8.6M | Add +5.0% |
| DBEF Xtrackers MSCI Eafe Hedged E | 1.52% | 207,016 | $8.6M | Add +1.3% |
| TLT iShares 20+ Year Treasury BD | 1.46% | 89,253 | $8.2M | Add +6.0% |
| IVW iShares S&P 500 Growth ETF | 1.41% | 85,750 | $7.9M | Reduce -1.5% |
| IWY iShares Russell Top 200 Grow | 1.40% | 36,601 | $7.9M | Add +1.7% |
| IVAL Alpha Archi Intl QT Vlu ETF | 1.32% | 298,174 | $7.4M | Add +0.3% |
| QVAL Alpha Arch US QNT Value ETF | 1.23% | 162,128 | $7.0M | Add +8.3% |
| DGRW Wisdomtree U.S. Quality Divi | 1.21% | 87,276 | $6.8M | New |
| QUAL iShares MSCI USA Quality Fac | 1.07% | 35,182 | $6.0M | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | 1.05% | 10,743 | $5.9M | Add +9.0% |
| MSFT Microsoft Corp. | 1.03% | 12,930 | $5.8M | Reduce -6.4% |
| VTIP Vanguard Short-Term Tips | 0.92% | 107,229 | $5.2M | Add +1.0% |
| XOM Exxon Mobil Corp. | 0.90% | 43,874 | $5.1M | Add +3.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.84% | 15,116 | $4.8M | Reduce -2.2% |
| RSP Invesco S&P 500 Equal Weight | 0.79% | 27,198 | $4.5M | Add +10.0% |
| IWF iShares Russell 1000 Growth | 0.74% | 11,416 | $4.2M | Reduce -42.4% |
| SGOV iShares 0-3 Month Treasury B | 0.73% | 40,609 | $4.1M | Reduce -16.5% |
| QMOM Alpha US Quant Mom ETF | 0.70% | 67,211 | $3.9M | Add +6.5% |
| VWO Vanguard Ftse Emerging Marke | 0.67% | 85,910 | $3.8M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 0.66% | 18,234 | $3.7M | Add +0.0% |
| NVDA Nvidia Corp. | 0.62% | 28,180 | $3.5M | Reduce -25.5% |
| AMZN Amazon.com Inc. | 0.61% | 17,662 | $3.4M | Reduce -27.2% |
| USFR Wisdomtree Floating Rate Tre | 0.55% | 62,039 | $3.1M | Reduce -10.6% |
| IOFIX Alphacentric Income Opp-I | 0.54% | 410,377 | $3.1M | Add +1.7% |
| TRSTX T Rowe PR Ult SH-TRM BND-I | 0.53% | 586,248 | $3.0M | Add +1.3% |
| LEAD Siren Divcon Leaders Dividen | 0.51% | 45,384 | $2.9M | Add +65.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.51% | 106,986 | $2.8M | Add +3.6% |
| WHOSX Wasatch Hoisington US TR-Inv | 0.50% | 253,145 | $2.8M | Add +0.9% |
| MLPA Global X MLP ETF | 0.48% | 55,676 | $2.7M | Add +1.8% |
| AOR iShares Core 60/40 Balanced | 0.46% | 45,886 | $2.6M | Reduce -3.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.45% | 27,477 | $2.5M | Add +1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 5,800 | $2.4M | Add +65.5% |
| SWPPX Schwab S&P 500 Index-Sel | 0.38% | 25,457 | $2.1M | Add +0.8% |
| XLG Invesco S&P 500 Top 50 ETF | 0.37% | 45,530 | $2.1M | Reduce -4.7% |
| BXSL Blackstone Secured Lending F | 0.35% | 63,215 | $2.0M | Add +7.6% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.35% | 55,784 | $2.0M | Add +18.8% |
| GLD SPDR Gold Shares | 0.33% | 8,528 | $1.8M | Add +115.1% |
| VGSH Vanguard Short-Term Treasury | 0.31% | 29,881 | $1.7M | Reduce -1.8% |
| DRLL Strive US Energy ETF | 0.28% | 51,696 | $1.5M | Add +13.7% |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 8,380 | $1.5M | Reduce -4.6% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.27% | 34,448 | $1.5M | Add +22.2% |
| V Visa Inc. Class A | 0.26% | 5,445 | $1.5M | Add +9.8% |
| GOOG Alphabet Inc. Class C | 0.25% | 7,559 | $1.4M | Reduce -3.8% |
| GOOGL Alphabet Inc. Class A | 0.24% | 7,553 | $1.4M | Reduce -18.0% |
| IWM iShares Russell 2000 ETF | 0.24% | 6,025 | $1.4M | New |
| KRBN KS Global Carbon Stratgy ETF | 0.24% | 42,135 | $1.4M | Reduce -12.7% |
| COST Costco Wholesale Corp. | 0.24% | 1,576 | $1.3M | Reduce -6.5% |
| UNH Unitedhealth Group Inc. | 0.23% | 2,486 | $1.3M | Add +12.2% |
| LLY Eli Lilly & Co. | 0.22% | 1,358 | $1.2M | Add +10.0% |
| MA Mastercard Inc. Class A | 0.22% | 2,792 | $1.2M | Add +4.0% |
| HD Home Depot Inc. | 0.22% | 3,480 | $1.2M | Add +5.0% |
| VONE Vanguard Russell 1000 | 0.21% | 4,876 | $1.2M | No change |
| TPL Texas Pacific Land Corp. | 0.21% | 1,584 | $1.2M | No change |
| META Meta Platforms Inc. Class A | 0.21% | 2,266 | $1.2M | Add +0.6% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.18% | 20,151 | $1.0M | New |
| URA Global X Uranium ETF | 0.18% | 35,336 | $1.0M | Add +70.0% |
| GCEYX AB Global Core Equity-Adv | 0.18% | 59,273 | $997K | Add +33.3% |
| CVX Chevron Corp. | 0.17% | 6,131 | $980K | Reduce -7.0% |
| JNJ Johnson & Johnson | 0.17% | 6,367 | $957K | Add +6.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.17% | 11,936 | $956K | New |
| LLDYX Lord Abbett SHRT Dur Inc. Class I | 0.16% | 240,444 | $923K | Add +115.4% |
| HARL Harleysville Financial Corp. | 0.16% | 43,014 | $910K | No change |
| DFSD Dimensional Short Duration | 0.16% | 19,326 | $908K | New |
| SCHP Schwab U.S. Tips ETF | 0.15% | 16,604 | $864K | Reduce -13.4% |
| AMAT Applied Materials Inc. | 0.15% | 3,485 | $848K | Add +92.4% |
| SCHD Schwab US DVD Equity ETF | 0.15% | 10,757 | $845K | Reduce -89.3% |
| MCD McDonald's Corp. | 0.15% | 3,300 | $841K | Reduce -22.7% |
| IJR iShares Core S&P Small-Cap E | 0.15% | 7,746 | $826K | Add +37.5% |
| QCOM Qualcomm Inc. | 0.15% | 4,110 | $819K | Add +40.6% |
| AGG iShares Core U.S. Aggregate | 0.14% | 8,264 | $802K | Reduce -7.4% |
| FIXD First Trust Smith Opportunis | 0.14% | 10,927 | $796K | New |
| MRK Merck & Co. Inc. | 0.14% | 6,391 | $796K | Reduce -4.8% |
| VGIT Vanguard Intermediate-Term T | 0.14% | 13,610 | $793K | Add +1.2% |
| WMT Walmart Inc. | 0.14% | 11,521 | $780K | Reduce -12.0% |
| AGTHX Amer FND GRW FD of Am-A | 0.14% | 10,431 | $770K | Add +1.6% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.13% | 10,673 | $746K | Reduce -7.7% |
| PWR Quanta Services Inc. | 0.13% | 2,900 | $737K | New |
| KR Kroger Co. | 0.13% | 14,594 | $729K | Add +46.5% |
| GIOIX Guggenheim Macro Opport-I | 0.13% | 29,648 | $722K | Add +1.0% |
| NEE Nextera Energy Inc. | 0.13% | 9,934 | $710K | Reduce -7.1% |
Other holdings (14): bonds, preferreds, convertibles and warrants · $5.0M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC F PERP +4) | COM | 40,443 | $922K | No change |
| GOLDMAN SACHS GROUP INC (GS F PERP D) | Preferred Stock | 30,476 | $698K | Add +0.7% |
| MORGAN STANLEY (MS F PERP +A) | COM | 26,548 | $617K | Add +0.8% |
| TRUIST FINANCIAL CORP (TFC 4.75 PERP R) | COM | 20,971 | $416K | No change |
| CITIZENS FINANCIAL GROUP (CFG 5 PERP E) | Common Stock | 17,012 | $340K | No change |
| SOUTHERN CO (SO 4.95 01/30/80 2020) | PFD | 15,311 | $338K | No change |
| ATHENE HOLDING LTD (ATH 5.625 PERP B) | COM | 15,000 | $328K | No change |
| QWEST CORP (CTL 6.5 09/01/56) | COM | 29,116 | $293K | Add +4.9% |
| METLIFE INC (MET 4.75 PERP F) | COM | 12,500 | $254K | No change |
| AT&T INC (T 5 PERP A) | COM | 10,750 | $227K | No change |
| PUBLIC STORAGE (PSA 3.95 PERP Q) | PFD | 12,500 | $219K | No change |
| FEDERAL REALTY INVS TRST (FRT 5 PERP C) | PFD | 10,000 | $211K | No change |
| PS BUSINESS PARKS INC (PSB 5.25 PERP X) | PFD | 11,744 | $157K | No change |
| LIXTW Lixte Biotechnology H -CW25 | *W EXP 11/30/202 | 42,105 | $3K | New |
Total filed on the 13F, all lines: $567.9M.
Portfolio Sells Q1 2024 → Q2 2024
| IBIT iShares Bitcoin Trust ETF | Reduce -95.8% | 0.09% | −2.63 |
| IMCG iShares Morningstar Mid-Cap | Sold out | 0.00% | −1.61 |
| SCHD Schwab US DVD Equity ETF | Reduce -89.3% | 0.15% | −1.40 |
| IWF iShares Russell 1000 Growth | Reduce -42.4% | 0.74% | −0.53 |
| JPST JPMorgan Ultra-Short Income | Reduce -77.0% | 0.13% | −0.46 |
| AMZN Amazon.com Inc. | Reduce -27.2% | 0.61% | −0.23 |
| MFEGX MFS Growth Fund-A | Sold out | 0.00% | −0.21 |
| SGOV iShares 0-3 Month Treasury B | Reduce -16.5% | 0.73% | −0.21 |
| XMMO Invesco S&P Midcap Momentum | Sold out | 0.00% | −0.20 |
| JAAGX Janus Hndrsn Enter Port-Inst | Sold out | 0.00% | −0.18 |
| VEIPX Vanguard Equity Income-Inv | Sold out | 0.00% | −0.17 |
| GRPM Invesco S&P Midcap 400 Garp | Sold out | 0.00% | −0.17 |
| RYLGX Rydex S&P 500 Pure GRW-A | Sold out | 0.00% | −0.17 |
| SPGP Invesco S&P 500 Garp ETF | Sold out | 0.00% | −0.17 |
| MBOX Freedom Day Dividend ETF | Sold out | 0.00% | −0.14 |
| MTUM iShares MSCI USA Momentum Fa | Sold out | 0.00% | −0.14 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.14 |
| AMD Advanced Micro Devices | Reduce -70.7% | 0.04% | −0.13 |
| PTSHX PIMCO Short-Term Fund-Inst | Sold out | 0.00% | −0.12 |
| QGRO American Century US Quality | Sold out | 0.00% | −0.12 |
| VBIAX Vanguard Balanced Index-Adm | Sold out | 0.00% | −0.12 |
| DGRO iShares Core Dividend Growth | Reduce -57.5% | 0.07% | −0.12 |
| USFR Wisdomtree Floating Rate Tre | Reduce -10.6% | 0.55% | −0.11 |
| VFSTX Vanguard S/T Invest GRD-Inv | Sold out | 0.00% | −0.11 |
| AMGN Amgen Inc. | Reduce -73.3% | 0.04% | −0.10 |
| PIODX Pioneer Fund-A | Sold out | 0.00% | −0.08 |
| MSFT Microsoft Corp. | Reduce -6.4% | 1.03% | −0.08 |
| MCD McDonald's Corp. | Reduce -22.7% | 0.15% | −0.08 |
| ORCL Oracle Corp. | Reduce -50.0% | 0.09% | −0.08 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -43.0% | 0.08% | −0.07 |
| PWB Invesco Large Cap Growth ETF | Reduce -2.4% | 1.53% | −0.07 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.07 |
| LIN Linde PLC | Sold out | 0.00% | −0.06 |
| DXJ Wisdomtree Japan Hedged Eq | Sold out | 0.00% | −0.06 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.06 |
| KLAC KLA Corp. | Reduce -40.4% | 0.11% | −0.06 |
| BRIFX Baron Real Estate Income-RTL | Sold out | 0.00% | −0.05 |
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −0.05 |
| PDP Invesco Dorsey Wright Moment | Sold out | 0.00% | −0.05 |
| BSY Bentley Systems Inc. Class B | Sold out | 0.00% | −0.05 |
| KAMAX Kennsington Managed Inc. Class A | Sold out | 0.00% | −0.05 |
| AOR iShares Core 60/40 Balanced | Reduce -3.7% | 0.46% | −0.05 |
| VIGAX VNGD Mrngst Grwth Idx FD-Adm | Reduce -84.9% | 0.04% | −0.05 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.04 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -18.8% | 0.08% | −0.04 |
| INTC Intel Corp. | Reduce -2.5% | 0.07% | −0.04 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.04 |
| ODFL Old Dominion Freight Line | Reduce -18.1% | 0.07% | −0.04 |
Portfolio Buys Q1 2024 → Q2 2024
| BOXX Alpha Architect 1-3 MNTH Box | Add +315.0% | 4.88% | +3.63 |
| QQQ Invesco QQQ Trust Series 1 | Add +4130.9% | 2.09% | +1.99 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +605.7% | 2.30% | +1.73 |
| TDIV FT Nasdaq Tech DVD Index FD | New | 1.67% | +1.67 |
| DGRW Wisdomtree U.S. Quality Divi | New | 1.21% | +1.21 |
| SCHG Schwab US Large-Cap Growth | Add +8.3% | 3.34% | +0.29 |
| IWM iShares Russell 2000 ETF | New | 0.24% | +0.24 |
| SPMD SS SPDR P S&P 400 Midcap ETF | New | 0.18% | +0.18 |
| GLD SPDR Gold Shares | Add +115.1% | 0.33% | +0.17 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.17% | +0.17 |
| LEAD Siren Divcon Leaders Dividen | Add +65.0% | 0.51% | +0.17 |
| DFSD Dimensional Short Duration | New | 0.16% | +0.16 |
| FIXD First Trust Smith Opportunis | New | 0.14% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +65.5% | 0.42% | +0.14 |
| PWR Quanta Services Inc. | New | 0.13% | +0.13 |
| PSQ Proshares Short QQQ | New | 0.09% | +0.09 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.09% | +0.09 |
| BBY Best Buy Co. Inc. | New | 0.08% | +0.08 |
| PEG Public Service Enterprise GP | New | 0.08% | +0.08 |
| LLDYX Lord Abbett SHRT Dur Inc. Class I | Add +115.4% | 0.16% | +0.08 |
| AMAT Applied Materials Inc. | Add +92.4% | 0.15% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.07% | +0.07 |
| GTLLX Glenmed Discip US GTH Eq-Aui | New | 0.07% | +0.07 |
| GTLOX Glenmede Disciplin US Eq-Aui | New | 0.07% | +0.07 |
| KEYS Keysight Technologies Inc. | New | 0.07% | +0.07 |
| URA Global X Uranium ETF | Add +70.0% | 0.18% | +0.07 |
| GTCGX Glenmede Core Fixed Income | New | 0.07% | +0.07 |
| SCCO Southern Copper Corp. | New | 0.06% | +0.06 |
| TSLA Tesla Inc. | New | 0.06% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.06% | +0.06 |
| IWY iShares Russell Top 200 Grow | Add +1.7% | 1.40% | +0.05 |
| QCOM Qualcomm Inc. | Add +40.6% | 0.15% | +0.05 |
| EFA iShares MSCI Eafe ETF | New | 0.05% | +0.05 |
| ADBE Adobe Inc. | Add +78.2% | 0.10% | +0.05 |
| RDVY First Trust Rising Dividend | New | 0.05% | +0.05 |
| TAKNX Carlyle-Tactical PRVT CRDT-N | New | 0.05% | +0.05 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.05% | +0.05 |
| GD General Dynamics Corp. | New | 0.05% | +0.05 |
| FTNT Fortinet Inc. | New | 0.05% | +0.05 |
| REGN Regeneron Pharmaceuticals | New | 0.05% | +0.05 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +18.8% | 0.35% | +0.05 |
| DFCF Dimensional Core Fixed Inc. | New | 0.05% | +0.05 |
| LRCX Lam Research Corp. | New | 0.04% | +0.04 |
| DFAI Dimensional International Co. | New | 0.04% | +0.04 |
| GPC Genuine Parts Co. | New | 0.04% | +0.04 |
| SNOW Snowflake Inc. | New | 0.04% | +0.04 |
| IEMG iShares Core MSCI Emerging | New | 0.04% | +0.04 |
| DFAU Dimensional US Core Equity M | Add +90.5% | 0.09% | +0.04 |
| SIDRX Hrtfrd SCH Intl Mu/C Val-SDR | New | 0.04% | +0.04 |
| LLY Eli Lilly & Co. | Add +10.0% | 0.22% | +0.04 |
Notes & Other Activity Q1 2024 → Q2 2024
| GOLDMAN SACHS GROUP INC (GS F PERP D) | Preferred Stock | Add +0.7% | 30,476 | $698K |
| MORGAN STANLEY (MS F PERP +A) | COM | Add +0.8% | 26,548 | $617K |
| CMS ENERGY CORP (CMS 5.875 03/01/79) | Common Stock | Sold out | 19,945 | $494Kbefore exit |
| QWEST CORP (CTL 6.5 09/01/56) | COM | Add +4.9% | 29,116 | $293K |
| KIMCO REALTY CORP (KIM 5.125 PERP L) | PFD | Sold out | 9,059 | $210Kbefore exit |
| BROOKFIELD FIN I UK PLC (BNCN 4.5 PERP) | COM | Sold out | 10,000 | $162Kbefore exit |
| LIXTW Lixte Biotechnology H -CW25 | *W EXP 11/30/202 | New | 42,105 | $3K |
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 | 640 | $1.5B | MOOD, SCHB, VOO, SGOL, VT |
| Q1 2026 | 530 | $1.4B | SCHB, MOOD, BOXX, SGOL, VOO |
| Q4 2025 | 521 | $1.3B | SCHB, MOOD, SGOL, VOO, BOXX |
| Q3 2025 | 498 | $1.3B | SCHB, VOO, MOOD, SGOL, BOXX |
| Q2 2025 | 465 | $1.2B | SCHB, VOO, BOXX, SGOL, SCHX |
| Q1 2025 | 438 | $1.0B | SCHB, BOXX, AAPL, EFA, SCHX |
| Q4 2024 | 386 | $762.6M | SCHB, BOXX, SCHX, VT, SCHG |
| Q3 2024 | 292 | $600.5M | SCHB, BOXX, MOAT, SCHX, VT |
| Q2 2024 | 282 | $562.9M | SCHB, BOXX, SCHX, VT, SCHG |
| Q1 2024 | 275 | $522.7M | SCHB, VT, SCHX, MOAT, SCHG |