IFG Advisory, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 30, 2024), IFG Advisory, LLC reported 614 stock positions worth $1.6 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 2.9% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 2.8%) and Invesco QQQ Trust Series 1 (QQQ, 2.5%). Compared with Q1 2024, it opened 266 new positions, sold out of 14, added to 208 and reduced 126. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +12204%) and the biggest sale First Trust Value Line DVD (FVD, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001728319
- Portfolio Value
- $1.6B (Q2 2024)
- SEC Filing
- 0001728319-24-000007 ↗ filed Jul 30, 2024
Holdings Value
Holdings 614 stocks · $1.6B
| SPY SS SPDR S&P 500 ETF Trust-US | 2.93% | 83,910 | $45.7M | Add +12203.5% |
| VTI VG Morningstar TS MKT ETF-US | 2.78% | 161,697 | $43.3M | Add +4.9% |
| QQQ Invesco QQQ Trust Series 1 | 2.51% | 81,482 | $39.0M | Reduce -3.8% |
| VOO Vanguard S&P 500 ETF | 2.49% | 77,538 | $38.8M | Reduce -8.5% |
| NOBL Proshares S&P 500 Dividend A | 2.31% | 374,446 | $36.0M | Add +1.8% |
| AAPL Apple Inc. | 1.99% | 147,266 | $31.0M | Add +1.5% |
| DFAC Dimensional US Core Equity 2 | 1.91% | 921,018 | $29.7M | Add +3.4% |
| FTCS First Trust Capital Strength | 1.90% | 352,713 | $29.6M | Reduce -3.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.54% | 373,829 | $23.9M | Add +18.8% |
| OMFL Invesco Russell 1000 DYN M/F | 1.52% | 451,916 | $23.7M | Add +2.5% |
| VYM Vanguard High DVD Yield ETF | 1.45% | 190,977 | $22.6M | Reduce -0.6% |
| NVDA Nvidia Corp. | 1.39% | 175,293 | $21.7M | Reduce -6.2% |
| FVD First Trust Value Line DVD | 1.18% | 450,311 | $18.4M | Reduce -24.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.02% | 173,200 | $15.9M | Add +4.0% |
| MSFT Microsoft Corp. | 1.01% | 35,259 | $15.8M | Add +1.8% |
| IJH iShares Core S&P Midcap ETF | 0.91% | 241,491 | $14.1M | Add +15.5% |
| DFAX Dimensional World Ex US Core | 0.88% | 540,530 | $13.7M | Add +1.7% |
| DIVB iShares Core Dividend ETF | 0.79% | 276,505 | $12.2M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.76% | 73,338 | $11.8M | Add +2.7% |
| IVV iShares Core S&P 500 ETF | 0.75% | 21,273 | $11.6M | Add +3.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.72% | 28,518 | $11.2M | Reduce -5.3% |
| BBUS JPMorgan Betabuilders US Equ | 0.70% | 111,861 | $11.0M | Reduce -18.1% |
| RDVY First Trust Rising Dividend | 0.70% | 198,881 | $10.9M | Add +203.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.68% | 105,703 | $10.5M | Reduce -0.2% |
| GTO Invesco Total Return Bond Et filed as POWERSHARES ACTIVELY MANAGED | 0.67% | 223,843 | $10.4M | Add +4.6% |
| USFR Wisdomtree Floating Rate Tre | 0.63% | 196,088 | $9.9M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 23,887 | $9.7M | Add +0.9% |
| AMZN Amazon.com Inc. | 0.61% | 49,458 | $9.6M | Add +1.2% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.60% | 322,969 | $9.3M | Add +26.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.59% | 24,495 | $9.2M | Add +2.2% |
| VIG Vanguard Dividend Apprec ETF | 0.57% | 48,692 | $8.9M | Add +7.6% |
| GLTR Abrdn Precious Metals Basket | 0.57% | 85,675 | $8.8M | Add +17.5% |
| IJR iShares Core S&P Small-Cap E | 0.57% | 82,704 | $8.8M | Add +6.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.57% | 82,246 | $8.8M | Add +5.8% |
| BOND PIMCO Active Bond Exchange-T | 0.56% | 94,991 | $8.7M | Add +7.6% |
| DGRW Wisdomtree U.S. Quality Divi | 0.55% | 110,154 | $8.6M | Reduce -6.5% |
| VGT Vanguard Info Tech ETF | 0.55% | 14,862 | $8.6M | Reduce -2.8% |
| AVGO Broadcom Inc. | 0.53% | 5,175 | $8.3M | Add +0.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.53% | 113,319 | $8.2M | Add +24.1% |
| GOOGL Alphabet Inc. Class A | 0.52% | 44,099 | $8.0M | Add +4.9% |
| JNK SS SPDR BB High Yield Bond | 0.51% | 83,775 | $7.9M | Add +6.0% |
| SPGP Invesco S&P 500 Garp ETF | 0.49% | 74,448 | $7.7M | Reduce -30.3% |
| XLP SS Consumer Staples Sel Sect | 0.48% | 98,162 | $7.5M | Add +1.6% |
| SO The Southern Co. | 0.47% | 93,492 | $7.3M | Add +4.5% |
| XOM Exxon Mobil Corp. | 0.46% | 62,175 | $7.2M | Add +18.0% |
| JPM JPMorgan Chase & Co. | 0.44% | 34,127 | $6.9M | Add +5.9% |
| QUAL iShares MSCI USA Quality Fac | 0.44% | 40,189 | $6.9M | Add +28.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.44% | 81,514 | $6.8M | Add +0.6% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.43% | 243,849 | $6.6M | Add +4.8% |
| BKNG Booking Holdings Inc. | 0.42% | 1,636 | $6.5M | Add +3.4% |
| GOVT iShares US Treasury Bond ETF | 0.41% | 283,862 | $6.4M | Add +59.9% |
| WMT Walmart Inc. | 0.41% | 94,477 | $6.4M | Add +1.4% |
| ABBV Abbvie Inc. | 0.41% | 37,195 | $6.4M | Add +2.8% |
| XLF SS Financial Select Sector | 0.41% | 155,009 | $6.4M | Add +21.6% |
| HD Home Depot Inc. | 0.40% | 18,284 | $6.3M | Reduce -1.3% |
| SPTI SS SPDR P Int Term TSY ETF | 0.40% | 222,095 | $6.2M | Reduce -3.0% |
| JPST JPMorgan Ultra-Short Income | 0.40% | 122,254 | $6.2M | Reduce -0.0% |
| IWF iShares Russell 1000 Growth | 0.39% | 16,735 | $6.1M | Add +1.6% |
| VXF Vanguard Extended Market ETF | 0.39% | 35,764 | $6.0M | Reduce -8.1% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.38% | 201,578 | $6.0M | Add +0.0% |
| IEF iShares 7-10 Year Treasury B | 0.38% | 63,497 | $5.9M | Add +13.6% |
| FUTY Fidelity MSCI US Utilities | 0.38% | 134,890 | $5.9M | Add +2.7% |
| UNM Unum Group | 0.37% | 112,949 | $5.8M | Reduce -0.7% |
| TBLL Invesco Short Term Treasury | 0.37% | 53,963 | $5.7M | Add +25.2% |
| GOOG Alphabet Inc. Class C | 0.36% | 30,764 | $5.6M | Add +9.0% |
| CBSH Commerce Bancshares Inc. | 0.36% | 100,751 | $5.6M | Reduce -48.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.35% | 91,140 | $5.5M | Reduce -0.5% |
| CHKP Check Point Software Tech | 0.35% | 32,931 | $5.4M | Add +0.6% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.35% | 154,461 | $5.4M | Add +0.5% |
| BSV Vanguard Short-Term Bond ETF | 0.35% | 70,350 | $5.4M | Reduce -1.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.34% | 109,998 | $5.4M | Add +7.1% |
| IWM iShares Russell 2000 ETF | 0.33% | 25,648 | $5.2M | Add +13.8% |
| SNA Snap-on Inc. | 0.33% | 19,806 | $5.2M | Reduce -0.3% |
| VZ Verizon Communications Inc. | 0.33% | 125,509 | $5.2M | Add +2.7% |
| TM Toyota Motor Corp. -Spon ADR | 0.32% | 24,532 | $5.0M | Add +0.3% |
| XLK SS Technology Select Sector | 0.32% | 22,148 | $5.0M | Add +4.2% |
| IUSG iShares Core S&P U.S. Growth | 0.32% | 39,275 | $5.0M | Add +37.8% |
| DFS Discover Financial Services | 0.32% | 38,014 | $5.0M | Reduce -0.1% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.32% | 119,868 | $5.0M | Reduce -1.4% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.32% | 209,951 | $5.0M | Reduce -3.3% |
| OSK Oshkosh Corp. | 0.31% | 44,119 | $4.8M | Reduce -0.1% |
| IYW iShares Ustechnology ETF | 0.31% | 31,694 | $4.8M | Add +2.9% |
| CE Celanese Corp. | 0.31% | 35,278 | $4.8M | Add +0.7% |
| FYX First Trust Small Cap Core A | 0.30% | 52,053 | $4.7M | Reduce -3.9% |
| TSN Tyson Foods Inc. Class A | 0.30% | 81,760 | $4.7M | Reduce -4.5% |
| MBB iShares MBS ETF | 0.30% | 50,717 | $4.7M | Add +25.3% |
| DFUS Dimensional US Eq MKT ETF | 0.30% | 79,061 | $4.7M | Add +0.8% |
| CTSH Cognizant Tech Solutions-A | 0.30% | 68,108 | $4.6M | Add +1.1% |
| CPAY Corpay Inc. | 0.29% | 16,956 | $4.5M | Add +3.0% |
| AFL Aflac Inc. | 0.29% | 50,137 | $4.5M | Add +22.5% |
| LOW Lowe's Cos Inc. | 0.29% | 20,141 | $4.4M | Add +1.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.28% | 17,737 | $4.4M | Reduce -4.0% |
| IBTE iShares Ibonds Dec 2024 Term | 0.28% | 184,066 | $4.4M | Reduce -14.3% |
| GNTX Gentex Corp. | 0.28% | 130,597 | $4.4M | Add +0.4% |
| DVY iShares Select Dividend ETF | 0.28% | 36,185 | $4.4M | Reduce -6.2% |
| MTUM iShares MSCI USA Momentum Fa | 0.28% | 22,443 | $4.4M | Reduce -0.7% |
| VIGI Vanguard Int Div App Indx FD | 0.27% | 52,556 | $4.3M | Reduce -7.4% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.27% | 83,164 | $4.3M | Reduce -4.8% |
| TNET Trinet Group Inc. | 0.27% | 42,273 | $4.2M | Reduce -5.7% |
| COWZ Pacer US Cash Cows 100 ETF | 0.27% | 77,282 | $4.2M | Reduce -2.0% |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($1.3M).
Other holdings (3): bonds, preferreds, convertibles and warrants · $531K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 226 | $271K | New |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 205 | $244K | New |
| UPSTART HOLDINGS INC (UPST 0.25 08/15/26) | NOTE 0.250% 8/1 · principal | 20,000 | $16K | New |
Total filed on the 13F, all lines: $1.6B.
Portfolio Sells Q1 2024 → Q2 2024
| FVD First Trust Value Line DVD | Reduce -24.8% | 1.18% | −0.71 |
| VOO Vanguard S&P 500 ETF | Reduce -8.5% | 2.49% | −0.55 |
| FTCS First Trust Capital Strength | Reduce -3.0% | 1.90% | −0.42 |
| CBSH Commerce Bancshares Inc. | Reduce -48.8% | 0.36% | −0.42 |
| SCHD Schwab US DVD Equity ETF | Reduce -85.9% | 0.05% | −0.40 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -30.3% | 0.49% | −0.36 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.8% | 2.51% | −0.30 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.6% | 1.45% | −0.28 |
| BBUS JPMorgan Betabuilders US Equ | Reduce -18.1% | 0.70% | −0.26 |
| SMDV Proshrs RSL 2000 DVD GRW ETF | Sold out | 0.00% | −0.24 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -5.3% | 0.72% | −0.18 |
| CVS CVS Health Corp. | Reduce -45.3% | 0.09% | −0.17 |
| TNET Trinet Group Inc. | Reduce -5.7% | 0.27% | −0.17 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.14 |
| WGO Winnebago Industries | Reduce -0.2% | 0.23% | −0.14 |
| HD Home Depot Inc. | Reduce -1.3% | 0.40% | −0.13 |
| VXF Vanguard Extended Market ETF | Reduce -8.1% | 0.39% | −0.12 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -6.5% | 0.55% | −0.12 |
| FTSM First Trust Enh Short Mat FD | Reduce -31.7% | 0.16% | −0.11 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -0.2% | 0.68% | −0.11 |
| USFR Wisdomtree Floating Rate Tre | Reduce -0.6% | 0.63% | −0.11 |
| SNA Snap-on Inc. | Reduce -0.3% | 0.33% | −0.11 |
| OSK Oshkosh Corp. | Reduce -0.1% | 0.31% | −0.10 |
| IBTE iShares Ibonds Dec 2024 Term | Reduce -14.3% | 0.28% | −0.10 |
| PID Invesco International Divide | Reduce -63.4% | 0.04% | −0.10 |
| IHI iShares U.S. Medical Devices | Sold out | 0.00% | −0.09 |
| ALB Albemarle Corp. | Reduce -10.3% | 0.11% | −0.09 |
| UNM Unum Group | Reduce -0.7% | 0.37% | −0.08 |
| BABA Alibaba Group Holding-SP ADR | Reduce -44.2% | 0.08% | −0.08 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -3.0% | 0.40% | −0.08 |
| MHK Mohawk Industries Inc. | Reduce -0.2% | 0.23% | −0.08 |
| MCD McDonald's Corp. | Reduce -6.2% | 0.21% | −0.08 |
| TSN Tyson Foods Inc. Class A | Reduce -4.5% | 0.30% | −0.08 |
| FYX First Trust Small Cap Core A | Reduce -3.9% | 0.30% | −0.07 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -4.8% | 0.27% | −0.07 |
| DVY iShares Select Dividend ETF | Reduce -6.2% | 0.28% | −0.07 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -2.0% | 0.27% | −0.07 |
| VIGI Vanguard Int Div App Indx FD | Reduce -7.4% | 0.27% | −0.07 |
| XLV SS Health Care Select Sector | Reduce -7.9% | 0.25% | −0.07 |
| GL Globe Life Inc. | Reduce -8.7% | 0.08% | −0.07 |
| TDTT NT Iboxx 3Y Dur Tips ETF | Reduce -3.3% | 0.32% | −0.07 |
| JPST JPMorgan Ultra-Short Income | Reduce -0.0% | 0.40% | −0.06 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -67.5% | 0.02% | −0.06 |
| EFV iShares MSCI Eafe Value ETF | Reduce -21.8% | 0.12% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -12.7% | 0.19% | −0.06 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.1% | 0.35% | −0.06 |
| GDIV Harbor Dividend Growth Leade | Reduce -5.7% | 0.24% | −0.06 |
| VPU Vanguard Utilities ETF | Reduce -9.3% | 0.25% | −0.06 |
| DLN Wisdomtree US Largecap Divid | Reduce -7.6% | 0.23% | −0.06 |
| DON Wisdomtree US Midcap Dividen | Reduce -0.7% | 0.24% | −0.05 |
Portfolio Buys Q1 2024 → Q2 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Add +12203.5% | 2.93% | +2.91 |
| DIVB iShares Core Dividend ETF | New | 0.79% | +0.79 |
| RDVY First Trust Rising Dividend | Add +203.8% | 0.70% | +0.42 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.19% | +0.19 |
| DGRS Wisdomtree U.S. Smallcap Qua | New | 0.19% | +0.19 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.18% | +0.18 |
| UNH Unitedhealth Group Inc. | New | 0.14% | +0.14 |
| AAPL Apple Inc. | Add +1.5% | 1.99% | +0.14 |
| PANW Palo Alto Networks Inc. | New | 0.13% | +0.13 |
| APD Air Products & Chemicals Inc. | New | 0.13% | +0.13 |
| AXP American Express Co. | New | 0.13% | +0.13 |
| BDX Becton Dickinson and Co. | New | 0.12% | +0.12 |
| ADP Automatic Data Processing | New | 0.12% | +0.12 |
| CI The Cigna Group | New | 0.11% | +0.11 |
| PII Polaris Inc. | New | 0.11% | +0.11 |
| FTGS First Trust Grwth Strgth ETF | Add +285.3% | 0.16% | +0.11 |
| COST Costco Wholesale Corp. | New | 0.11% | +0.11 |
| GOVT iShares US Treasury Bond ETF | Add +59.9% | 0.41% | +0.11 |
| QCOM Qualcomm Inc. | New | 0.11% | +0.11 |
| SMCI Super Micro Computer Inc. | New | 0.11% | +0.11 |
| XLY SS Consumer Disc Select Sect | New | 0.10% | +0.10 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +18.8% | 1.54% | +0.09 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.09% | +0.09 |
| IVW iShares S&P 500 Growth ETF | Add +57.7% | 0.27% | +0.09 |
| IWD iShares Russell 1000 Value E | New | 0.09% | +0.09 |
| AMD Advanced Micro Devices | New | 0.09% | +0.09 |
| V Visa Inc. Class A | New | 0.08% | +0.08 |
| AOR iShares Core 60/40 Balanced | New | 0.08% | +0.08 |
| IUSG iShares Core S&P U.S. Growth | Add +37.8% | 0.32% | +0.07 |
| BIP Brookfield Infrastructure Pa | New | 0.07% | +0.07 |
| TGT Target Corp. | New | 0.07% | +0.07 |
| FTC First Trust Large Cap Growth | New | 0.07% | +0.07 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +26.4% | 0.60% | +0.07 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.07% | +0.07 |
| XMHQ Invesco S&P Midcap Qual ETF | New | 0.06% | +0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.06% | +0.06 |
| ETN Eaton Corp. PLC | New | 0.06% | +0.06 |
| CAT Caterpillar Inc. | New | 0.06% | +0.06 |
| HSY The Hershey Co. | New | 0.06% | +0.06 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.06% | +0.06 |
| SYK Stryker Corp. | New | 0.06% | +0.06 |
| TLT iShares 20+ Year Treasury BD | New | 0.06% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.06% | +0.06 |
| QUAL iShares MSCI USA Quality Fac | Add +28.9% | 0.44% | +0.06 |
| MA Mastercard Inc. Class A | New | 0.06% | +0.06 |
| AMAT Applied Materials Inc. | New | 0.06% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +43.0% | 0.26% | +0.06 |
| HUM Humana Inc. | New | 0.06% | +0.06 |
| ESGU iShares ESG Aware MSCI USA | New | 0.06% | +0.06 |
| IWV iShares Russell 3000 ETF | New | 0.06% | +0.06 |
Options Activity Q1 2024 → Q2 2024
| STATE STR SPDR S&P 500 ETF T | put | New | 1,845 | $1.3M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2024 → Q2 2024
| MFA FINANCIAL INC (MFA 7.5 PERP B) | Preferred Stock | Sold out | 25,794 | $573Kbefore exit |
| BANK OF AMERICA CORP (BAC 5.875 PERP HH) | Common Stock | Sold out | 14,382 | $358Kbefore exit |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | New | 226 | $271K |
| AGNC INVESTMENT CORP (AGNC V0 PERP C) | PRD | Sold out | 10,540 | $265Kbefore exit |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | New | 205 | $244K |
| UPSTART HOLDINGS INC (UPST 0.25 08/15/26) | NOTE 0.250% 8/1 · principal | New | 20,000 | $16K |
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 | 2,348 | $2.9B | SPY, QQQ, VOO, VTI, AAPL |
| Q1 2026 | 333 | $34.9M | CBSH, DKL, MPLX, BIP, WES |
| Q4 2025 | 747 | $2.3B | SPY, QQQ, VTI, AAPL, DFAC |
| Q3 2025 | 761 | $2.2B | SPY, QQQ, VTI, AAPL, DFAC |
| Q2 2025 | 734 | $2.0B | SPY, QQQ, VTI, NOBL, DFAC |
| Q1 2025 | 673 | $1.8B | VTI, SPY, NOBL, QQQ, AAPL |
| Q4 2024 | 670 | $1.8B | VTI, QQQ, SPY, AAPL, NOBL |
| Q3 2024 | 384 | $1.6B | VTI, VOO, SPY, QQQ, NOBL |
| Q2 2024 | 614 | $1.6B | SPY, VTI, QQQ, VOO, NOBL |
| Q1 2024 | 362 | $1.3B | VOO, VTI, QQQ, NOBL, FTCS |