Jones Financial Companies LLLP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 28, 2025), Jones Financial Companies LLLP reported 3,693 stock positions worth $111.6 billion. Its top holding was iShares Core U.S. Aggregate (AGG) at 12.3% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 10.7%) and Vanguard Mrngstr Val ETF-Aui (VTV, 8.3%). Compared with Q4 2024, it opened 496 new positions, sold out of 213, added to 2,413 and reduced 426. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +99%) and the biggest sale Van Morst SML-Cap Gro-Usd (VBK, shares −66%).
- Most Recent 13F
- Q2 2026
- Location
- DES PERES, MO
- CIK
- 0000815917
- Portfolio Value
- $111.6B (Q1 2025)
- SEC Filing
- 0000950123-25-005907 ↗ filed May 28, 2025
Holdings Value
Holdings 3,693 stocks · $111.6B
| AGG iShares Core U.S. Aggregate | 12.26% | 138,625,924 | $13.7B | Add +7.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 10.71% | 32,272,101 | $12.0B | Add +12.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.28% | 54,080,352 | $9.2B | Add +0.4% |
| IVV iShares Core S&P 500 ETF | 7.14% | 14,282,483 | $8.0B | Add +18.5% |
| IEFA iShares Core MSCI Eafe ETF | 6.11% | 89,235,188 | $6.8B | Add +0.8% |
| IWR iShares Russell Mid-Cap ETF | 5.04% | 66,497,354 | $5.6B | Add +6.9% |
| VOO Vanguard S&P 500 ETF | 4.89% | 10,685,240 | $5.5B | Add +13.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.23% | 18,352,893 | $4.7B | Add +5.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.69% | 16,130,782 | $4.1B | Add +1.3% |
| IWB iShares Russell 1000 ETF | 2.80% | 10,240,732 | $3.1B | Add +5.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.57% | 62,382,141 | $2.9B | Add +3.1% |
| VEA Vanguard Ftse Developed ETF | 2.48% | 54,121,352 | $2.8B | Reduce -11.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.82% | 31,074,010 | $2.0B | Add +99.4% |
| IWM iShares Russell 2000 ETF | 1.42% | 7,915,281 | $1.6B | Reduce -6.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.32% | 6,657,608 | $1.5B | Reduce -9.2% |
| IWS iShares Russell Mid-Cap Valu | 1.13% | 10,056,638 | $1.3B | Add +7.9% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.82% | 14,355,890 | $919.6M | Add +2.3% |
| IUSG iShares Core S&P U.S. Growth | 0.69% | 6,092,014 | $773.8M | Reduce -3.2% |
| USHY iShares Broad Usd High Yield | 0.69% | 20,808,055 | $765.1M | Add +7.1% |
| EMB iShares JP Morgan Usd Emergi | 0.63% | 7,737,340 | $699.4M | Reduce -0.6% |
| SCZ iShares MSCI Eafe Small-Cap | 0.59% | 10,190,121 | $655.1M | Add +4.9% |
| EFV iShares MSCI Eafe Value ETF | 0.52% | 9,822,559 | $583.8M | Reduce -22.0% |
| IWP iShares Russell Mid-Cap Grow | 0.51% | 4,861,523 | $571.9M | Add +7.1% |
| VTWO Vanguard Russell 2000 ETF | 0.50% | 6,862,034 | $556.0M | Add +152.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.48% | 5,298,751 | $534.3M | Reduce -21.4% |
| OEF iShares S&P 100 ETF | 0.48% | 1,980,162 | $533.1M | Add +2.9% |
| DFIS Dimensional International SM | 0.43% | 18,411,354 | $481.4M | Add +3.9% |
| IWD iShares Russell 1000 Value E | 0.42% | 2,531,729 | $471.6M | Reduce -36.5% |
| IUSV iShares Core S&P U.S. Value | 0.40% | 4,831,365 | $441.7M | Add +12.2% |
| AVDV Avantis Intl S/C Value ETF | 0.39% | 6,189,537 | $436.5M | Add +5.0% |
| AAPL Apple Inc. | 0.38% | 1,926,440 | $421.2M | Add +31.6% |
| IVW iShares S&P 500 Growth ETF | 0.37% | 4,497,096 | $416.2M | Reduce -23.6% |
| MSFT Microsoft Corp. | 0.37% | 1,097,614 | $415.1M | Add +34.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.35% | 2,454,026 | $390.8M | Add +1.4% |
| AMZN Amazon.com Inc. | 0.35% | 2,029,711 | $390.6M | Add +34.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 683,904 | $381.2M | Add +12.6% |
| DGRO iShares Core Dividend Growth | 0.32% | 5,837,667 | $357.0M | Add +38.2% |
| NVDA Nvidia Corp. | 0.31% | 3,109,514 | $340.5M | Add +34.8% |
| IWN iShares Russell 2000 Value E | 0.28% | 2,060,421 | $311.6M | Reduce -24.5% |
| GOOGL Alphabet Inc. Class A | 0.25% | 1,814,959 | $280.2M | Add +36.8% |
| EFA iShares MSCI Eafe ETF | 0.24% | 3,230,661 | $266.1M | Reduce -25.8% |
| IJH iShares Core S&P Midcap ETF | 0.24% | 4,525,078 | $263.6M | Add +25.8% |
| BND Vanguard Total Bond Market | 0.22% | 3,346,454 | $245.4M | Add +4.9% |
| QQQM Invesco Nasdaq 100 ETF | 0.22% | 1,262,644 | $243.8M | Add +48.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.22% | 1,311,587 | $243.4M | Reduce -45.4% |
| VYM Vanguard High DVD Yield ETF | 0.22% | 1,882,559 | $240.2M | Add +15.4% |
| IJR iShares Core S&P Small-Cap E | 0.20% | 2,121,798 | $221.1M | Add +22.3% |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 1,096,198 | $210.4M | Add +27.4% |
| AVGO Broadcom Inc. | 0.18% | 1,198,179 | $202.2M | Add +24.6% |
| JPM JPMorgan Chase & Co. | 0.17% | 769,996 | $187.3M | Add +27.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.16% | 723,604 | $176.6M | Add +3.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.16% | 3,529,097 | $175.0M | Add +2.5% |
| V Visa Inc. Class A | 0.15% | 492,604 | $169.7M | Add +23.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.15% | 646,506 | $163.5M | Reduce -66.2% |
| META Meta Platforms Inc. Class A | 0.15% | 283,481 | $163.5M | Add +38.6% |
| MUB iShares National Muni Bond E | 0.14% | 1,510,950 | $159.0M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 300,965 | $158.8M | Add +27.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.13% | 2,442,915 | $149.0M | Add +4.9% |
| VWO Vanguard Ftse Emerging Marke | 0.13% | 3,130,494 | $141.7M | Add +13.6% |
| IAGG iShares Intl Aggregate Bond | 0.13% | 2,810,381 | $140.5M | Reduce -59.2% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.13% | 3,955,630 | $140.3M | Add +47.3% |
| IWF iShares Russell 1000 Growth | 0.12% | 371,321 | $133.9M | Add +20.5% |
| BIV Vanguard Intermediate-Term B | 0.11% | 1,658,980 | $126.8M | Add +9.9% |
| LLY Eli Lilly & Co. | 0.11% | 149,687 | $123.2M | Add +31.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 251,774 | $118.1M | Add +49.1% |
| CVX Chevron Corp. | 0.10% | 697,011 | $115.9M | Add +25.7% |
| PG The Procter & Gamble Co. | 0.10% | 679,906 | $114.5M | Add +27.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 418,272 | $114.5M | Add +22.0% |
| CGGR Cap Group Growth Equity | 0.10% | 3,322,912 | $114.0M | Add +49.3% |
| CRM Salesforce Inc. | 0.08% | 344,887 | $93.0M | Add +31.1% |
| BSV Vanguard Short-Term Bond ETF | 0.08% | 1,177,164 | $92.1M | Add +8.9% |
| JNJ Johnson & Johnson | 0.08% | 559,577 | $91.9M | Add +22.5% |
| LOW Lowe's Cos Inc. | 0.08% | 394,008 | $90.4M | Add +25.0% |
| RTX RTX Corp. | 0.08% | 677,436 | $89.4M | Add +30.5% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.08% | 2,633,492 | $87.7M | Add +50.4% |
| AVEM Avantis Emerging Markets Eq | 0.08% | 1,421,426 | $85.9M | Add +61.4% |
| SCHF Schwab Intl Equity ETF | 0.08% | 4,221,532 | $84.0M | Add +19.3% |
| COST Costco Wholesale Corp. | 0.07% | 87,924 | $81.9M | Add +40.7% |
| DUK Duke Energy Corp. | 0.07% | 677,924 | $81.2M | Add +32.5% |
| DE Deere & Co. | 0.07% | 173,049 | $80.7M | Add +28.8% |
| SPHQ Invesco S&P 500 Quality ETF | 0.07% | 1,193,604 | $78.4M | Add +55.8% |
| COWZ Pacer US Cash Cows 100 ETF | 0.07% | 1,431,184 | $77.8M | Add +57.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.07% | 882,771 | $77.4M | Add +29.6% |
| BLK BlackRock Inc. | 0.07% | 80,441 | $76.1M | Add +88.0% |
| MRK Merck & Co. Inc. | 0.06% | 797,908 | $71.3M | Add +31.6% |
| JGRO JPMorgan Active Growth ETF | 0.06% | 944,747 | $69.6M | Add +91.3% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.06% | 930,668 | $68.9M | Add +28.1% |
| PEP Pepsico Inc. | 0.06% | 456,817 | $68.2M | Add +28.1% |
| VSS Vanguard Ftse All Wo X-US SC | 0.06% | 568,450 | $66.1M | Add +1.0% |
| SCMB Schwab Municipal Bond ETF | 0.06% | 2,578,897 | $65.4M | Add +3133.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.06% | 152,764 | $63.5M | Add +26.1% |
| PFE Pfizer Inc. | 0.06% | 2,516,211 | $63.4M | Add +37.8% |
| TSLA Tesla Inc. | 0.06% | 239,337 | $63.1M | Add +55.3% |
| IEMG iShares Core MSCI Emerging | 0.06% | 1,148,294 | $62.1M | Add +19.5% |
| VIGI Vanguard Int Div App Indx FD | 0.06% | 739,551 | $61.6M | Add +34.5% |
| MDT Medtronic PLC | 0.05% | 690,119 | $60.8M | Add +32.2% |
| IVE iShares S&P 500 Value ETF | 0.05% | 319,118 | $60.3M | Add +20.6% |
| SCHD Schwab US DVD Equity ETF | 0.05% | 2,082,694 | $57.4M | Add +43.1% |
| HDV iShares Core High Dividend E | 0.05% | 475,242 | $56.8M | Add +36.6% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.05% | 1,963,522 | $55.8M | Add +47.1% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $523K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 254 | $305K | Add +27.0% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 150 | $184K | Add +102.7% |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 1,262 | $35K | Add +1.9% |
| DJTWW Trump Media & Technology Gro | *W EXP 03/25/202 | 35 | $446 | New |
Total filed on the 13F, all lines: $111.6B.
Portfolio Sells Q4 2024 → Q1 2025
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -66.2% | 0.15% | −0.36 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -9.2% | 1.32% | −0.35 |
| IWM iShares Russell 2000 ETF | Reduce -6.2% | 1.42% | −0.35 |
| VEA Vanguard Ftse Developed ETF | Reduce -11.9% | 2.48% | −0.31 |
| IWD iShares Russell 1000 Value E | Reduce -36.5% | 0.42% | −0.28 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -45.4% | 0.22% | −0.23 |
| IAGG iShares Intl Aggregate Bond | Reduce -59.2% | 0.13% | −0.20 |
| IVW iShares S&P 500 Growth ETF | Reduce -23.6% | 0.37% | −0.20 |
| IWN iShares Russell 2000 Value E | Reduce -24.5% | 0.28% | −0.15 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -21.4% | 0.48% | −0.14 |
| IUSG iShares Core S&P U.S. Growth | Reduce -3.2% | 0.69% | −0.14 |
| EFV iShares MSCI Eafe Value ETF | Reduce -22.0% | 0.52% | −0.11 |
| EFA iShares MSCI Eafe ETF | Reduce -25.8% | 0.24% | −0.07 |
| EMB iShares JP Morgan Usd Emergi | Reduce -0.6% | 0.63% | −0.03 |
| IWV iShares Russell 3000 ETF | Reduce -24.5% | 0.02% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -0.4% | 0.14% | −0.01 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -57.1% | 0.00% | −0.00 |
| CMG Chipotle Mexican Grill Inc. | Reduce -8.0% | 0.00% | −0.00 |
| GGG Graco Inc. | Reduce -92.5% | 0.00% | −0.00 |
| TLT iShares 20+ Year Treasury BD | Reduce -6.7% | 0.01% | −0.00 |
| BNS Bank of Nova Scotia | Reduce -30.3% | 0.00% | −0.00 |
| SNPS Synopsys Inc. | Reduce -13.3% | 0.00% | −0.00 |
| BBY Best Buy Co. Inc. | Reduce -21.8% | 0.00% | −0.00 |
| DOCU Docusign Inc. | Reduce -16.0% | 0.00% | −0.00 |
| ENPH Enphase Energy Inc. | Reduce -40.1% | 0.00% | −0.00 |
| JKHY Jack Henry & Associates Inc. | Reduce -45.2% | 0.00% | −0.00 |
| INSIGHT SELECT INCOME FUND | Sold out | 0.00% | −0.00 |
| BBWI Bath & Body Works Inc. | Reduce -0.7% | 0.00% | −0.00 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -9.9% | 0.00% | −0.00 |
| CORP PIMCO Inv Grade Corp. BD ETF | Reduce -4.9% | 0.00% | −0.00 |
| EDV Vanguard Extended Dur Treas | Reduce -20.9% | 0.00% | −0.00 |
| AMTM Amentum Holdings Inc. | Reduce -25.4% | 0.00% | −0.00 |
| ELF Elf Beauty Inc. | Reduce -22.6% | 0.00% | −0.00 |
| FLNC Fluence Energy Inc. | Reduce -29.8% | 0.00% | −0.00 |
| GBX Greenbrier Companies Inc. | Reduce -55.2% | 0.00% | −0.00 |
| ILMN Illumina Inc. | Reduce -17.7% | 0.00% | −0.00 |
| PGJ Invesco Golden Dragon China | Reduce -85.3% | 0.00% | −0.00 |
| BAB Invesco Taxable Municipal Bo | Reduce -6.6% | 0.00% | −0.00 |
| ITB iShares U.S. Home Constructi | Reduce -5.5% | 0.00% | −0.00 |
| INDA iShares MSCI India ETF | Reduce -15.1% | 0.00% | −0.00 |
| XIFR XPLR Infrastructure LP | Reduce -14.8% | 0.00% | −0.00 |
| XBI SS SPDR S&P Biotech ETF | Reduce -8.6% | 0.00% | −0.00 |
| SMAR Smartsheet Inc. Class A | Sold out | 0.00% | −0.00 |
| ALTM Arcadium Lithium PLC | Sold out | 0.00% | −0.00 |
| ABNB Airbnb Inc. Class A | Reduce -11.3% | 0.00% | −0.00 |
| CHDN Churchill Downs Inc. | Reduce -5.7% | 0.00% | −0.00 |
| CONSOL ENERGY INC | Sold out | 0.00% | −0.00 |
| FNX First Trust Mid Cap Core Alp | Reduce -6.0% | 0.00% | −0.00 |
| GDDY GoDaddy Inc. Class A | Reduce -76.5% | 0.00% | −0.00 |
| EEMS iShares MSCI Emerging MKT SM | Reduce -19.1% | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +99.4% | 1.82% | +0.80 |
| IVV iShares Core S&P 500 ETF | Add +18.5% | 7.14% | +0.40 |
| AGG iShares Core U.S. Aggregate | Add +7.5% | 12.26% | +0.39 |
| VTWO Vanguard Russell 2000 ETF | Add +152.0% | 0.50% | +0.27 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.8% | 6.11% | +0.19 |
| VOO Vanguard S&P 500 ETF | Add +13.8% | 4.89% | +0.08 |
| DGRO iShares Core Dividend Growth | Add +38.2% | 0.32% | +0.07 |
| SCMB Schwab Municipal Bond ETF | Add +3133.3% | 0.06% | +0.06 |
| QQQM Invesco Nasdaq 100 ETF | Add +48.1% | 0.22% | +0.05 |
| HIMU iShares High Yild Muni A ETF | New | 0.05% | +0.05 |
| VONG Vanguard Russell 1000 Growth | Add +1317.6% | 0.05% | +0.05 |
| MSFT Microsoft Corp. | Add +34.1% | 0.37% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +27.1% | 0.14% | +0.04 |
| AMZN Amazon.com Inc. | Add +34.9% | 0.35% | +0.04 |
| CGDV Cap Group Dividend Value | Add +47.3% | 0.13% | +0.04 |
| JEPI JPMorgan Equity Premium Inco | Add +11141850.0% | 0.03% | +0.03 |
| META Meta Platforms Inc. Class A | Add +38.6% | 0.15% | +0.03 |
| V Visa Inc. Class A | Add +23.1% | 0.15% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +27.9% | 0.17% | +0.03 |
| AAPL Apple Inc. | Add +31.6% | 0.38% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +27.4% | 0.19% | +0.03 |
| AVEM Avantis Emerging Markets Eq | Add +61.4% | 0.08% | +0.03 |
| CVX Chevron Corp. | Add +25.7% | 0.10% | +0.03 |
| LLY Eli Lilly & Co. | Add +31.7% | 0.11% | +0.03 |
| AVDV Avantis Intl S/C Value ETF | Add +5.0% | 0.39% | +0.03 |
| BLK BlackRock Inc. | Add +88.0% | 0.07% | +0.03 |
| SCZ iShares MSCI Eafe Small-Cap | Add +4.9% | 0.59% | +0.03 |
| JGRO JPMorgan Active Growth ETF | Add +91.3% | 0.06% | +0.02 |
| PAAA Pgim Aaa Clo ETF | Add +122.4% | 0.05% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +49.1% | 0.11% | +0.02 |
| CGGR Cap Group Growth Equity | Add +49.3% | 0.10% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +25.8% | 0.24% | +0.02 |
| RTX RTX Corp. | Add +30.5% | 0.08% | +0.02 |
| PULS Pgim Ultra Short Bond ETF | Add +92.9% | 0.05% | +0.02 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.02% | +0.02 |
| SPHQ Invesco S&P 500 Quality ETF | Add +55.8% | 0.07% | +0.02 |
| COWZ Pacer US Cash Cows 100 ETF | Add +57.5% | 0.07% | +0.02 |
| CGUS Cap Group Core Equity | Add +50.4% | 0.08% | +0.02 |
| DUK Duke Energy Corp. | Add +32.5% | 0.07% | +0.02 |
| JNJ Johnson & Johnson | Add +22.5% | 0.08% | +0.02 |
| COST Costco Wholesale Corp. | Add +40.7% | 0.07% | +0.02 |
| DE Deere & Co. | Add +28.8% | 0.07% | +0.02 |
| DFIS Dimensional International SM | Add +3.9% | 0.43% | +0.02 |
| PG The Procter & Gamble Co. | Add +27.7% | 0.10% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +15.4% | 0.22% | +0.02 |
| IUSV iShares Core S&P U.S. Value | Add +12.2% | 0.40% | +0.02 |
| DG Dollar General Corp. | Add +70.7% | 0.04% | +0.02 |
| JPST JPMorgan Ultra-Short Income | Add +84.4% | 0.04% | +0.02 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +28.1% | 0.06% | +0.01 |
| MDT Medtronic PLC | Add +32.2% | 0.05% | +0.01 |
Notes & Other Activity Q4 2024 → Q1 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +27.0% | 254 | $305K |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +102.7% | 150 | $184K |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +1.9% | 1,262 | $35K |
| DJTWW Trump Media & Technology Gro | *W EXP 03/25/202 | New | 35 | $446 |
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 | 4,940 | $249.8B | VUG, SPYM, IVV, VOO, AGG |
| Q1 2026 | 4,705 | $208.1B | VUG, AGG, IVV, VOO, VTV |
| Q4 2025 | 4,377 | $164.0B | VUG, AGG, IVV, VTV, VOO |
| Q3 2025 | 4,220 | $146.8B | VUG, AGG, IVV, VTV, VOO |
| Q2 2025 | 4,024 | $131.9B | VUG, AGG, IVV, VTV, VOO |
| Q1 2025Amended | 3,693 | $111.6B | AGG, VUG, VTV, IVV, IEFA |
| Q4 2024 | 3,408 | $105.2B | AGG, VUG, VTV, IVV, IEFA |
| Q3 2024 | 3,017 | $97.5B | AGG, VTV, VUG, IEFA, IVV |
| Q2 2024 | 2,419 | $86.5B | AGG, VUG, VTV, IEFA, IVV |
| Q1 2024 | 1,359 | $73.4B | AGG, VTV, VUG, IEFA, VV |