Hirtle & Co., LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Hirtle & Co., LLC reported 77 stock positions worth $2.2 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 27.0% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 12.5%) and iShares Core S&P 500 ETF (IVV, 9.8%). Compared with Q4 2024, it opened 8 new positions, sold out of 20, added to 22 and reduced 30. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +222%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CONSHOHOCKEN, PA
- CIK
- 0001360710
- Portfolio Value
- $2.2B (Q1 2025)
- SEC Filing
- 0001104659-25-047065 ↗ filed May 12, 2025
Holdings Value
Holdings 77 stocks · $2.2B
| SPY SS SPDR S&P 500 ETF Trust-US | 26.96% | 1,061,705 | $593.9M | Reduce -2.0% |
| IEFA iShares Core MSCI Eafe ETF | 12.49% | 3,636,384 | $275.1M | Add +0.2% |
| IVV iShares Core S&P 500 ETF | 9.77% | 383,029 | $215.2M | Reduce -8.1% |
| VOO Vanguard S&P 500 ETF | 8.47% | 362,968 | $186.5M | Add +222.5% |
| EFA iShares MSCI Eafe ETF | 7.57% | 2,040,100 | $166.7M | Reduce -0.6% |
| VEA Vanguard Ftse Developed ETF | 5.17% | 2,241,415 | $113.9M | Add +99.3% |
| IEMG iShares Core MSCI Emerging | 5.06% | 2,066,483 | $111.5M | Reduce -3.1% |
| EEM iShares MSCI Emerging Market | 3.73% | 1,881,523 | $82.2M | Add +5.7% |
| VWO Vanguard Ftse Emerging Marke | 3.28% | 1,598,641 | $72.4M | Add +49.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.76% | 164,107 | $60.9M | Reduce -2.5% |
| VTI VG Morningstar TS MKT ETF-US | 2.71% | 216,867 | $59.6M | Add +24.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.47% | 315,471 | $54.5M | Add +34.9% |
| IWF iShares Russell 1000 Growth | 1.69% | 102,789 | $37.1M | Reduce -2.3% |
| VONE Vanguard Russell 1000 | 0.92% | 79,391 | $20.2M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 0.72% | 102,983 | $15.9M | Add +0.8% |
| IWD iShares Russell 1000 Value E | 0.71% | 82,619 | $15.5M | Reduce -0.7% |
| MO Altria Group Inc. | 0.60% | 218,631 | $13.1M | Add +0.0% |
| PM Philip Morris International | 0.54% | 74,412 | $11.8M | Reduce -25.9% |
| XLB SS Materials Select Sector | 0.36% | 93,445 | $8.0M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 0.33% | 46,749 | $7.3M | Reduce -24.3% |
| VGK Vanguard Ftse Europe ETF | 0.32% | 99,785 | $7.0M | Reduce -2.9% |
| RSP Invesco S&P 500 Equal Weight | 0.27% | 34,837 | $6.0M | Add +2.2% |
| IWB iShares Russell 1000 ETF | 0.26% | 18,884 | $5.8M | Add +2.1% |
| CATH Global X S&P 500 Ca Val ETF | 0.25% | 80,375 | $5.4M | No change |
| PRF Invesco Rafi US 1000 ETF | 0.23% | 125,000 | $5.1M | No change |
| CEFA Global X S&P Cath Val Devel | 0.21% | 139,000 | $4.7M | Add +129.8% |
| IJH iShares Core S&P Midcap ETF | 0.19% | 71,447 | $4.2M | Add +22.2% |
| IVW iShares S&P 500 Growth ETF | 0.13% | 31,146 | $2.9M | Reduce -5.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.12% | 47,397 | $2.6M | Add +14.6% |
| ACWI iShares MSCI Acwi ETF | 0.10% | 18,631 | $2.2M | Reduce -0.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.10% | 9,527 | $2.1M | Add +115.7% |
| IVE iShares S&P 500 Value ETF | 0.09% | 10,215 | $1.9M | Reduce -15.9% |
| IWM iShares Russell 2000 ETF | 0.09% | 9,580 | $1.9M | Reduce -11.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 10,327 | $1.7M | Reduce -82.4% |
| MSFT Microsoft Corp. | 0.08% | 4,508 | $1.7M | Reduce -87.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.07% | 2 | $1.6M | No change |
| CNYA iShares MSCI China A ETF | 0.07% | 55,506 | $1.6M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.06% | 18,561 | $1.3M | New |
| VOTE TCW Transform 500 ETF | 0.05% | 16,528 | $1.1M | Add +3.5% |
| DHR Danaher Corp. | 0.05% | 5,259 | $1.1M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.05% | 1,889 | $1.0M | Add +18.9% |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 2,000 | $995K | New |
| EMGF iShares Emerging Markets Equ | 0.04% | 20,964 | $981K | Add +1.1% |
| KO The Coca-Cola Co. | 0.04% | 12,600 | $902K | Reduce -8.9% |
| IWN iShares Russell 2000 Value E | 0.04% | 5,227 | $789K | No change |
| VNQ Vanguard Real Estate ETF | 0.04% | 8,634 | $782K | Reduce -0.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.03% | 14,516 | $741K | Reduce -1.7% |
| VTHR Vanguard Russell 3000 | 0.03% | 3,000 | $740K | New |
| IAU iShares Gold Trust | 0.03% | 12,402 | $731K | No change |
| VONV Vanguard Russell 1000 Value | 0.03% | 7,952 | $656K | No change |
| AAPL Apple Inc. | 0.03% | 2,885 | $641K | Reduce -96.1% |
| COST Costco Wholesale Corp. | 0.03% | 675 | $638K | Reduce -12.0% |
| VYM Vanguard High DVD Yield ETF | 0.03% | 4,763 | $614K | No change |
| NVDA Nvidia Corp. | 0.03% | 5,662 | $614K | New |
| XLRE SS Real Estate Select Sector | 0.03% | 13,787 | $577K | Reduce -1.7% |
| AMZN Amazon.com Inc. | 0.03% | 2,913 | $554K | New |
| VFH Vanguard Financials ETF | 0.02% | 4,327 | $517K | No change |
| VIS Vanguard Industrials ETF | 0.02% | 2,004 | $496K | No change |
| SCHB Schwab US Broad Market ETF | 0.02% | 21,347 | $460K | Reduce -2.2% |
| QCOM Qualcomm Inc. | 0.02% | 2,979 | $458K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.02% | 5,143 | $438K | Reduce -28.9% |
| V Visa Inc. Class A | 0.02% | 1,206 | $423K | Reduce -47.4% |
| ACN Accenture PLC Class A | 0.02% | 1,346 | $420K | Reduce -23.8% |
| VTWG Vanguard Russell 2000 Growth | 0.02% | 2,191 | $408K | No change |
| VONG Vanguard Russell 1000 Growth | 0.02% | 4,321 | $401K | No change |
| PNQI Invesco Nasdaq Internet ETF | 0.02% | 8,600 | $380K | No change |
| IJR iShares Core S&P Small-Cap E | 0.02% | 3,516 | $368K | Add +3.8% |
| COP Conocophillips | 0.02% | 3,393 | $356K | Reduce -5.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.02% | 9,191 | $335K | New |
| EFV iShares MSCI Eafe Value ETF | 0.01% | 4,662 | $275K | No change |
| GNR State Street SPDR S&P Global | 0.01% | 5,086 | $271K | No change |
| DGRO iShares Core Dividend Growth | 0.01% | 3,869 | $239K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.01% | 3,921 | $238K | Add +1.6% |
| XOM Exxon Mobil Corp. | 0.01% | 1,998 | $238K | Reduce -37.0% |
| FULT Fulton Financial Corp. | 0.01% | 12,757 | $231K | New |
| PSX Phillips 66 | 0.01% | 1,652 | $204K | Reduce -24.5% |
| JPM JPMorgan Chase & Co. | 0.01% | 826 | $203K | Reduce -15.9% |
Other holdings (30): bonds, preferreds, convertibles and warrants · $365.0M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GOVT iShares US Treasury Bond ETF | US TREAS BD ETF · principal | 4,610,025 | $106.0M | Reduce -11.1% |
| BND Vanguard Total Bond Market | TOTAL BND MRKT · principal | 1,312,884 | $96.4M | Add +310.9% |
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP · principal | 353,950 | $28.9M | Reduce -13.5% |
| SPMB SS SPDR P Mort Back Bond ETF | ST STR BACKE ETF · principal | 1,223,851 | $27.0M | Reduce -5.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | TAX EXEMPT BD · principal | 401,285 | $19.9M | Reduce -0.5% |
| GBDC Golub Capital BDC Inc. | COM · principal | 844,348 | $12.8M | Reduce -7.0% |
| SCHP Schwab U.S. Tips ETF | US TIPS ETF · principal | 412,901 | $11.1M | Reduce -39.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | IBOXX HI YD ETF · principal | 138,729 | $10.9M | Add +980.4% |
| MUB iShares National Muni Bond E | NATIONAL MUN ETF · principal | 61,798 | $6.5M | Add +21.4% |
| VGSH Vanguard Short-Term Treasury | SHORT TERM TREAS · principal | 110,748 | $6.5M | Reduce -13.7% |
| TIP iShares Tips Bond ETF | TIPS BD ETF · principal | 54,428 | $6.0M | No change |
| AGG iShares Core U.S. Aggregate | CORE US AGGBD ET · principal | 44,694 | $4.4M | Reduce -57.6% |
| LTPZ PIMCO 15+ YR US Tips Indx | 15+ YR US TIPS · principal | 56,325 | $3.1M | No change |
| VMBS Vanguard Mortgage-Backed Sec | MTG-BKD SECS ETF · principal | 64,229 | $3.0M | New |
| VCSH Vanguard S/T Corp. Bond ETF | SHRT TRM CORP BD · principal | 32,523 | $2.6M | Reduce -48.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | ISHS 1-5YR INVS · principal | 47,059 | $2.5M | Reduce -20.1% |
| VTIP Vanguard Short-Term Tips | STRM INFPROIDX · principal | 46,159 | $2.3M | No change |
| VT Vanguard Tot World STK ETF | TT WRLD ST ETF · principal | 19,863 | $2.3M | New |
| SPSB SS SPDR P St C Corp. ETF | ST SHOR CORP ETF · principal | 67,177 | $2.0M | Reduce -2.3% |
| VGLT Vanguard Long-Term Treasury | LONG TERM TREAS · principal | 29,716 | $1.7M | Add +27.5% |
| SUB iShares Short-Term National | SHRT NAT MUN ETF · principal | 15,951 | $1.7M | Reduce -31.3% |
| SHV iShares 0-1 Year Treasury Bo | TRUST ISHARE 0-1 · principal | 10,669 | $1.2M | Reduce -60.7% |
| VGIT Vanguard Intermediate-Term T | INTER TERM TREAS · principal | 18,468 | $1.1M | Reduce -61.6% |
| SHY iShares 1-3 Year Treasury Bo | 1 3 YR TREAS BD · principal | 12,735 | $1.1M | New |
| TLT iShares 20+ Year Treasury BD | 20 YR TR BD ETF · principal | 11,493 | $1.0M | No change |
| NXP Nuveen Select Tax-Free Inc. | SH BEN INT · principal | 63,260 | $909K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0-5 YR TIPS ETF · principal | 7,752 | $802K | No change |
| NVG Nuveen Amt-FR Muni CRDT | COM · principal | 33,727 | $418K | No change |
| SHYM iShares Short Duration High | SHOR DURA HI ETF · principal | 18,150 | $411K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | ST STR BLO 1 ETF · principal | 4,203 | $386K | No change |
Total filed on the 13F, all lines: $2.6B.
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.0% | 26.96% | −3.82 |
| IVV iShares Core S&P 500 ETF | Reduce -8.1% | 9.77% | −2.13 |
| AAPL Apple Inc. | Reduce -96.1% | 0.03% | −0.87 |
| MSFT Microsoft Corp. | Reduce -87.3% | 0.08% | −0.65 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.5% | 2.76% | −0.59 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -82.4% | 0.08% | −0.48 |
| IWF iShares Russell 1000 Growth | Reduce -2.3% | 1.69% | −0.36 |
| IEMG iShares Core MSCI Emerging | Reduce -3.1% | 5.06% | −0.34 |
| GOOG Alphabet Inc. Class C | Reduce -24.3% | 0.33% | −0.24 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.11 |
| RDVY First Trust Rising Dividend | Sold out | 0.00% | −0.09 |
| PM Philip Morris International | Reduce -25.9% | 0.54% | −0.05 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.05 |
| IWD iShares Russell 1000 Value E | Reduce -0.7% | 0.71% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -5.5% | 0.13% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -11.6% | 0.09% | −0.03 |
| XOP SS SPDR S&P Og Exp & Prod | Sold out | 0.00% | −0.03 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.03 |
| VDE Vanguard Energy ETF | Sold out | 0.00% | −0.02 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -15.9% | 0.09% | −0.02 |
| VOOG Vanguard S&P 500 Growth ETF | Sold out | 0.00% | −0.02 |
| PICK iShares MSCI Global Metals & | Sold out | 0.00% | −0.02 |
| AIQ Global X Art Intel & Tech | Sold out | 0.00% | −0.02 |
| THNQ Robo Global Artificial Intel | Sold out | 0.00% | −0.02 |
| IGPT Invesco AI and Next Gen Soft | Sold out | 0.00% | −0.02 |
| V Visa Inc. Class A | Reduce -47.4% | 0.02% | −0.02 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.01 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.01 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.01 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -28.9% | 0.02% | −0.01 |
| PPA Invesco Aerospace & Defense | Sold out | 0.00% | −0.01 |
| ACN Accenture PLC Class A | Reduce -23.8% | 0.02% | −0.01 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.01 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.01 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.01 |
| ACWI iShares MSCI Acwi ETF | Reduce -0.4% | 0.10% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -37.0% | 0.01% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -12.0% | 0.03% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -2.2% | 0.02% | −0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -1.7% | 0.03% | −0.00 |
| PSX Phillips 66 | Reduce -24.5% | 0.01% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -15.9% | 0.01% | −0.00 |
| VNQ Vanguard Real Estate ETF | Reduce -0.6% | 0.04% | −0.00 |
| XLRE SS Real Estate Select Sector | Reduce -1.7% | 0.03% | −0.00 |
| COP Conocophillips | Reduce -5.2% | 0.02% | −0.00 |
| KO The Coca-Cola Co. | Reduce -8.9% | 0.04% | −0.00 |
| VGK Vanguard Ftse Europe ETF | Reduce -2.9% | 0.32% | +0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -0.6% | 7.57% | +0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| VOO Vanguard S&P 500 ETF | Add +222.5% | 8.47% | +5.53 |
| VEA Vanguard Ftse Developed ETF | Add +99.3% | 5.17% | +2.56 |
| VWO Vanguard Ftse Emerging Marke | Add +49.4% | 3.28% | +1.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +34.9% | 2.47% | +0.55 |
| VTI VG Morningstar TS MKT ETF-US | Add +24.8% | 2.71% | +0.26 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.2% | 12.49% | +0.12 |
| CEFA Global X S&P Cath Val Devel | Add +129.8% | 0.21% | +0.12 |
| EEM iShares MSCI Emerging Market | Add +5.7% | 3.73% | +0.12 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.06% | +0.06 |
| DHR Danaher Corp. | New | 0.05% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | New | 0.05% | +0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +115.7% | 0.10% | +0.04 |
| MO Altria Group Inc. | Add +0.0% | 0.60% | +0.04 |
| VTHR Vanguard Russell 3000 | New | 0.03% | +0.03 |
| NVDA Nvidia Corp. | New | 0.03% | +0.03 |
| AMZN Amazon.com Inc. | New | 0.03% | +0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.02% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +22.2% | 0.19% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +18.9% | 0.05% | +0.01 |
| FULT Fulton Financial Corp. | New | 0.01% | +0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +14.6% | 0.12% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.6% | 0.01% | 0.00 |
| EMGF iShares Emerging Markets Equ | Add +1.1% | 0.04% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +3.8% | 0.02% | −0.00 |
| VOTE TCW Transform 500 ETF | Add +3.5% | 0.05% | −0.00 |
| XLB SS Materials Select Sector | Add +0.6% | 0.36% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +2.2% | 0.27% | −0.02 |
| IWB iShares Russell 1000 ETF | Add +2.1% | 0.26% | −0.03 |
| VONE Vanguard Russell 1000 | Add +1.0% | 0.92% | −0.10 |
| GOOGL Alphabet Inc. Class A | Add +0.8% | 0.72% | −0.22 |
Notes & Other Activity Q4 2024 → Q1 2025
| GOVT iShares US Treasury Bond ETF | US TREAS BD ETF · principal | Reduce -11.1% | 4,610,025 | $106.0M |
| BND Vanguard Total Bond Market | TOTAL BND MRKT · principal | Add +310.9% | 1,312,884 | $96.4M |
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP · principal | Reduce -13.5% | 353,950 | $28.9M |
| SPMB SS SPDR P Mort Back Bond ETF | ST STR BACKE ETF · principal | Reduce -5.2% | 1,223,851 | $27.0M |
| VTEB Vanguard Tax-Exempt Bond ETF | TAX EXEMPT BD · principal | Reduce -0.5% | 401,285 | $19.9M |
| GBDC Golub Capital BDC Inc. | COM · principal | Reduce -7.0% | 844,348 | $12.8M |
| SCHP Schwab U.S. Tips ETF | US TIPS ETF · principal | Reduce -39.7% | 412,901 | $11.1M |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | IBOXX HI YD ETF · principal | Add +980.4% | 138,729 | $10.9M |
| MUB iShares National Muni Bond E | NATIONAL MUN ETF · principal | Add +21.4% | 61,798 | $6.5M |
| VGSH Vanguard Short-Term Treasury | SHORT TERM TREAS · principal | Reduce -13.7% | 110,748 | $6.5M |
| AGG iShares Core U.S. Aggregate | CORE US AGGBD ET · principal | Reduce -57.6% | 44,694 | $4.4M |
| VMBS Vanguard Mortgage-Backed Sec | MTG-BKD SECS ETF · principal | New | 64,229 | $3.0M |
| VCSH Vanguard S/T Corp. Bond ETF | SHRT TRM CORP BD · principal | Reduce -48.1% | 32,523 | $2.6M |
| IGSB iShares 1-5Y Inv Grade Corp. | ISHS 1-5YR INVS · principal | Reduce -20.1% | 47,059 | $2.5M |
| VT Vanguard Tot World STK ETF | TT WRLD ST ETF · principal | New | 19,863 | $2.3M |
| SPSB SS SPDR P St C Corp. ETF | ST SHOR CORP ETF · principal | Reduce -2.3% | 67,177 | $2.0M |
| VGLT Vanguard Long-Term Treasury | LONG TERM TREAS · principal | Add +27.5% | 29,716 | $1.7M |
| SUB iShares Short-Term National | SHRT NAT MUN ETF · principal | Reduce -31.3% | 15,951 | $1.7M |
| SHV iShares 0-1 Year Treasury Bo | TRUST ISHARE 0-1 · principal | Reduce -60.7% | 10,669 | $1.2M |
| VGIT Vanguard Intermediate-Term T | INTER TERM TREAS · principal | Reduce -61.6% | 18,468 | $1.1M |
| SHY iShares 1-3 Year Treasury Bo | 1 3 YR TREAS BD · principal | New | 12,735 | $1.1M |
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 | 99 | $2.9B | SPY, IEFA, IVV, EFA, IEMG |
| Q1 2026 | 85 | $2.6B | SPY, IEFA, IVV, EFA, IEMG |
| Q4 2025 | 83 | $2.6B | SPY, IEFA, IVV, EFA, IEMG |
| Q3 2025 | 74 | $2.5B | SPY, IEFA, IVV, EFA, VOO |
| Q2 2025 | 77 | $2.4B | SPY, IEFA, IVV, EFA, VOO |
| Q1 2025 | 77 | $2.2B | SPY, IEFA, IVV, VOO, EFA |
| Q4 2024 | 89 | $2.1B | SPY, IEFA, IVV, EFA, IEMG |
| Q3 2024 | 73 | $2.1B | SPY, IEFA, IVV, EFA, IEMG |
| Q2 2024 | 72 | $2.0B | SPY, IEFA, IVV, EFA, IEMG |
| Q1 2024 | 71 | $2.0B | SPY, IEFA, IVV, EFA, IEMG |