Main Street Financial Solutions, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Main Street Financial Solutions, LLC reported 590 stock positions worth $1.6 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 3.9% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 3.9%) and Schwab US DVD Equity ETF (SCHD, 3.3%). Compared with Q2 2025, it opened 78 new positions, sold out of 31, added to 307 and reduced 151. The biggest buy was Apple (AAPL, shares +8%) and the biggest sale Vanguard Extended Dur Treas (EDV, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- NEWTOWN, PA
- CIK
- 0001763350
- Portfolio Value
- $1.6B (Q3 2025)
- SEC Filing
- 0001763350-25-000002 ↗ filed Nov 14, 2025
Holdings Value
Holdings 590 stocks · $1.6B
| VTI VG Morningstar TS MKT ETF-US | 3.95% | 187,529 | $61.5M | Add +1.3% |
| SCHG Schwab US Large-Cap Growth | 3.89% | 1,900,128 | $60.6M | Add +2.6% |
| SCHD Schwab US DVD Equity ETF | 3.30% | 1,884,735 | $51.5M | Add +3.2% |
| NVDA Nvidia Corp. | 3.26% | 272,245 | $50.8M | Add +4.4% |
| AAPL Apple Inc. | 2.60% | 159,101 | $40.5M | Add +8.3% |
| NMM Navios Maritime Partners LP | 2.49% | 863,102 | $38.9M | Add +0.5% |
| SCHX Schwab US Large-Cap ETF | 2.21% | 1,307,726 | $34.4M | Add +2.4% |
| MSFT Microsoft Corp. | 1.74% | 52,258 | $27.1M | Add +16.0% |
| FBND Fidelity Total Bond ETF | 1.53% | 517,315 | $23.9M | Add +5.2% |
| AMZN Amazon.com Inc. | 1.52% | 107,649 | $23.6M | Add +7.6% |
| AGG iShares Core U.S. Aggregate | 1.50% | 232,805 | $23.3M | Add +6.0% |
| SCHF Schwab Intl Equity ETF | 1.49% | 997,407 | $23.2M | Add +2.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.29% | 33,521 | $20.1M | Add +6.7% |
| TOTL SS Doubleline TR Tact ETF | 1.26% | 483,203 | $19.6M | Add +4.9% |
| VOO Vanguard S&P 500 ETF | 1.22% | 31,004 | $19.0M | Add +1.7% |
| CPNG Coupang Inc. | 1.19% | 575,605 | $18.5M | Reduce -2.3% |
| VIG Vanguard Dividend Apprec ETF | 1.19% | 85,800 | $18.5M | Add +4.6% |
| DGRW Wisdomtree U.S. Quality Divi | 1.11% | 194,651 | $17.3M | Reduce -2.0% |
| SCHA Schwab US Small-Cap ETF | 1.08% | 603,359 | $16.8M | Add +3.5% |
| DLN Wisdomtree US Largecap Divid | 1.05% | 188,627 | $16.4M | Add +7.5% |
| IVV iShares Core S&P 500 ETF | 0.99% | 22,992 | $15.4M | Add +5.3% |
| TSLA Tesla Inc. | 0.95% | 33,457 | $14.9M | Reduce -3.5% |
| IUSG iShares Core S&P U.S. Growth | 0.88% | 83,755 | $13.8M | Add +3.0% |
| IAGG iShares Intl Aggregate Bond | 0.85% | 260,030 | $13.3M | Add +5.8% |
| SCHK Schwab 1000 Index ETF | 0.85% | 411,347 | $13.2M | Add +4.2% |
| META Meta Platforms Inc. Class A | 0.81% | 17,228 | $12.7M | Add +4.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.76% | 17,793 | $11.9M | Reduce -12.5% |
| IUSV iShares Core S&P U.S. Value | 0.76% | 118,306 | $11.8M | Add +6.1% |
| WAY Waystar Holding Corp. | 0.73% | 299,900 | $11.4M | No change |
| HTAB Hartford Schroders Tax Aware | 0.68% | 555,651 | $10.6M | Reduce -1.5% |
| VEA Vanguard Ftse Developed ETF | 0.67% | 174,398 | $10.4M | Add +1.6% |
| PLTR Palantir Technologies Inc. Class A | 0.67% | 56,952 | $10.4M | Reduce -5.4% |
| DFUS Dimensional US Eq MKT ETF | 0.65% | 139,934 | $10.1M | Reduce -2.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.63% | 295,278 | $9.9M | Add +3.3% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.63% | 286,807 | $9.8M | Add +2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 18,934 | $9.5M | Reduce -10.4% |
| SCHC Schwab Intl Small-Cap Equity | 0.59% | 201,768 | $9.2M | Add +1.2% |
| SCHM Schwab US Mid Cap ETF | 0.58% | 307,070 | $9.1M | Add +3.5% |
| GOOG Alphabet Inc. Class C | 0.57% | 36,822 | $9.0M | Add +7.8% |
| TEN Tsakos Energy Navigation Ltd. | 0.56% | 394,464 | $8.8M | No change |
| AVGO Broadcom Inc. | 0.55% | 26,137 | $8.6M | Add +24.1% |
| XOM Exxon Mobil Corp. | 0.55% | 75,945 | $8.6M | Add +2.6% |
| SCHB Schwab US Broad Market ETF | 0.55% | 330,767 | $8.5M | Add +3.2% |
| SHV iShares 0-1 Year Treasury Bo | 0.52% | 74,008 | $8.2M | Add +5.2% |
| JNJ Johnson & Johnson | 0.51% | 43,147 | $8.0M | Add +14.9% |
| GLDM SPDR Gold Minishares Trust | 0.49% | 100,658 | $7.7M | Add +10.8% |
| DGT SS SPDR Global Dow ETF | 0.48% | 46,222 | $7.5M | Reduce -3.7% |
| JPM JPMorgan Chase & Co. | 0.47% | 23,466 | $7.4M | Add +13.4% |
| VWO Vanguard Ftse Emerging Marke | 0.46% | 131,644 | $7.1M | Add +9.9% |
| GDX Vaneck Gold Miners ETF | 0.43% | 86,844 | $6.6M | Reduce -5.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.42% | 14,239 | $6.6M | Add +6.7% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.42% | 269,702 | $6.6M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 0.41% | 26,479 | $6.4M | Add +9.8% |
| DFAI Dimensional International Co. | 0.40% | 172,339 | $6.3M | Reduce -2.9% |
| IWF iShares Russell 1000 Growth | 0.40% | 13,193 | $6.2M | Add +7.2% |
| PULS Pgim Ultra Short Bond ETF | 0.40% | 123,983 | $6.2M | Reduce -0.7% |
| JSCP JPMorgan Short Duration Core | 0.37% | 121,461 | $5.8M | Add +167.1% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.36% | 191,426 | $5.7M | Reduce -3.2% |
| ABBV Abbvie Inc. | 0.36% | 24,053 | $5.6M | Add +4.7% |
| VGT Vanguard Info Tech ETF | 0.35% | 7,401 | $5.5M | Add +8.5% |
| SCHV Schwab US Large-Cap Value | 0.35% | 187,902 | $5.5M | Add +9.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.34% | 10,975 | $5.3M | Add +9.4% |
| SO The Southern Co. | 0.33% | 53,987 | $5.1M | Add +2.5% |
| VTWO Vanguard Russell 2000 ETF | 0.33% | 52,171 | $5.1M | Add +5.7% |
| VXUS Vanguard Total Intl Stock | 0.31% | 65,450 | $4.8M | Reduce -3.9% |
| SCHZ Schwab US Aggregate Bond ETF | 0.30% | 201,166 | $4.7M | Add +6.9% |
| PG The Procter & Gamble Co. | 0.30% | 30,629 | $4.7M | Add +7.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.30% | 15,761 | $4.6M | Reduce -2.6% |
| NFLX Netflix Inc. | 0.30% | 3,844 | $4.6M | Add +10.8% |
| COST Costco Wholesale Corp. | 0.29% | 4,888 | $4.5M | Reduce -2.0% |
| SSGA ACTIVE TR | 0.29% | 101,539 | $4.5M | Add +2.0% |
| ORCL Oracle Corp. | 0.28% | 15,755 | $4.4M | Add +15.0% |
| JOET Virtus Terranova US Qual Mom | 0.28% | 100,517 | $4.3M | Add +10.6% |
| DFAS Dimensional US Small Cap ETF | 0.27% | 61,973 | $4.2M | Reduce -14.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.27% | 22,395 | $4.2M | Add +41.7% |
| ITA iShares U.S. Aerospace & Def | 0.27% | 19,905 | $4.2M | Reduce -3.1% |
| COWZ Pacer US Cash Cows 100 ETF | 0.27% | 72,315 | $4.2M | Add +1.2% |
| DON Wisdomtree US Midcap Dividen | 0.27% | 79,189 | $4.1M | Add +2.7% |
| HD Home Depot Inc. | 0.26% | 10,043 | $4.1M | Add +13.7% |
| VYM Vanguard High DVD Yield ETF | 0.26% | 28,830 | $4.1M | Add +15.6% |
| JPST JPMorgan Ultra-Short Income | 0.26% | 79,956 | $4.1M | Add +31.6% |
| DFAC Dimensional US Core Equity 2 | 0.26% | 103,233 | $4.0M | Add +8.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 75,488 | $3.9M | Add +6.3% |
| FFEB FT Vest US Equity Buffer ETF | 0.25% | 69,991 | $3.9M | No change |
| GDXJ Vaneck Junior Gold Miners | 0.25% | 38,715 | $3.8M | Reduce -3.5% |
| XLP SS Consumer Staples Sel Sect | 0.24% | 48,586 | $3.8M | Add +13.2% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.24% | 38,276 | $3.8M | Add +1.6% |
| CB Chubb Ltd. | 0.24% | 13,051 | $3.7M | Add +11.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.24% | 9,149 | $3.7M | Reduce -1.7% |
| RDVY First Trust Rising Dividend | 0.24% | 54,650 | $3.7M | Reduce -3.4% |
| WMT Walmart Inc. | 0.23% | 35,430 | $3.7M | Add +9.4% |
| CAPE Doubleline Shiller Cape US | 0.23% | 110,791 | $3.6M | Add +11.2% |
| VONG Vanguard Russell 1000 Growth | 0.23% | 29,269 | $3.5M | Add +9.4% |
| MA Mastercard Inc. Class A | 0.23% | 6,173 | $3.5M | Add +14.9% |
| DFAW Dimensional World Eqty ETF | 0.22% | 48,583 | $3.5M | Add +1.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 12,342 | $3.5M | Add +12.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 23,929 | $3.5M | Reduce -1.5% |
| KO The Coca-Cola Co. | 0.22% | 51,997 | $3.4M | Reduce -6.8% |
| BLV Vanguard Long-Term Bond ETF | 0.22% | 48,634 | $3.4M | Add +16.9% |
| ELV Elevance Health Inc. | 0.22% | 10,620 | $3.4M | New |
Options reported separately and not counted above: SPY puts ($496K), OKLO puts ($35K), QQQ puts ($31K), NVDA puts ($8K), NMM calls ($7K), IBIT puts ($4K), AMD calls ($4K), KWEB puts ($4K), MP calls ($3K), QQQ calls ($2K), GLD calls ($2K), IBIT calls ($1K), and 6 more.
Portfolio Sells Q2 2025 → Q3 2025
| EDV Vanguard Extended Dur Treas | Reduce -72.4% | 0.08% | −0.23 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -88.4% | 0.03% | −0.22 |
| DCOR Dimensional US Core Eq 1 ETF | Reduce -84.2% | 0.03% | −0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -12.5% | 0.76% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -10.4% | 0.61% | −0.13 |
| TDW Tidewater Inc. | Reduce -57.6% | 0.09% | −0.12 |
| FVD First Trust Value Line DVD | Reduce -84.7% | 0.02% | −0.11 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -2.0% | 1.11% | −0.10 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -28.8% | 0.20% | −0.10 |
| ZIMV Zimvie Inc. | Sold out | 0.00% | −0.10 |
| TECL Dire Dai Tec Bull 3X ETF-Usd | Sold out | 0.00% | −0.09 |
| FJUL FT Vest US Equity Buffer ETF | Reduce -28.9% | 0.18% | −0.09 |
| CPNG Coupang Inc. | Reduce -2.3% | 1.19% | −0.09 |
| HTAB Hartford Schroders Tax Aware | Reduce -1.5% | 0.68% | −0.08 |
| PZA Invesco National Amt-Free Mu | Sold out | 0.00% | −0.08 |
| DFCF Dimensional Core Fixed Inc. | Sold out | 0.00% | −0.08 |
| RPRX Royalty Pharma PLC Class A | Reduce -15.0% | 0.22% | −0.08 |
| SLB SLB Ltd. | Reduce -26.2% | 0.14% | −0.07 |
| DFIC Dimensional International Co. | Sold out | 0.00% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -2.0% | 0.29% | −0.07 |
| KO The Coca-Cola Co. | Reduce -6.8% | 0.22% | −0.07 |
| DFAS Dimensional US Small Cap ETF | Reduce -14.9% | 0.27% | −0.06 |
| BSV Vanguard Short-Term Bond ETF | Reduce -15.8% | 0.18% | −0.06 |
| SPSB SS SPDR P St C Corp. ETF | Sold out | 0.00% | −0.06 |
| GDDY GoDaddy Inc. Class A | Reduce -5.1% | 0.10% | −0.06 |
| ECC Eagle Point Credit Co. | Sold out | 0.00% | −0.06 |
| PULS Pgim Ultra Short Bond ETF | Reduce -0.7% | 0.40% | −0.05 |
| DFUS Dimensional US Eq MKT ETF | Reduce -2.5% | 0.65% | −0.05 |
| DFNM Dimensional National Muni BD | Sold out | 0.00% | −0.05 |
| DGT SS SPDR Global Dow ETF | Reduce -3.7% | 0.48% | −0.04 |
| DFAI Dimensional International Co. | Reduce -2.9% | 0.40% | −0.04 |
| FMB First Trust Managed Municipa | Reduce -66.9% | 0.02% | −0.04 |
| SPTS SS SPDR P St Term TSY ETF | Sold out | 0.00% | −0.04 |
| ARKK ARK Innovation ETF | Reduce -72.8% | 0.02% | −0.04 |
| AGNC AGNC Investment Corp. | Reduce -37.3% | 0.05% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -3.7% | 0.08% | −0.03 |
| COIN Coinbase Global Inc. Class A | Reduce -37.1% | 0.04% | −0.03 |
| SPOT Spotify Technology SA | Reduce -21.3% | 0.06% | −0.03 |
| VXUS Vanguard Total Intl Stock | Reduce -3.9% | 0.31% | −0.03 |
| WTM White Mountains Insurance GP | Reduce -2.5% | 0.14% | −0.03 |
| VAL Valaris Ltd. | Reduce -20.6% | 0.14% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.6% | 0.30% | −0.03 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.03 |
| IT Gartner Inc. | Reduce -7.1% | 0.03% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -11.3% | 0.12% | −0.03 |
| AMLP Alerian MLP ETF | Reduce -4.8% | 0.11% | −0.03 |
| CDW CDW Corp. | Reduce -4.1% | 0.08% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -10.7% | 0.15% | −0.03 |
| DFEM Dimensional Emrg MRKT Core | Sold out | 0.00% | −0.03 |
| CGXU Cap Group Intl Focus | Reduce -3.2% | 0.36% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +8.3% | 2.60% | +0.41 |
| NVDA Nvidia Corp. | Add +4.4% | 3.26% | +0.27 |
| ELV Elevance Health Inc. | New | 0.22% | +0.22 |
| JSCP JPMorgan Short Duration Core | Add +167.1% | 0.37% | +0.21 |
| LMBS First Trust Low Duration Opp | New | 0.15% | +0.15 |
| NMM Navios Maritime Partners LP | Add +0.5% | 2.49% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +7.8% | 0.57% | +0.14 |
| AVGO Broadcom Inc. | Add +24.1% | 0.55% | +0.13 |
| XRAY Dentsply Sirona Inc. | New | 0.12% | +0.12 |
| MSFT Microsoft Corp. | Add +16.0% | 1.74% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +9.8% | 0.41% | +0.10 |
| VMBS Vanguard Mortgage-Backed Sec | New | 0.10% | +0.10 |
| MRX Marex UK Holdings Ltd. | New | 0.10% | +0.10 |
| JNJ Johnson & Johnson | Add +14.9% | 0.51% | +0.10 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | New | 0.09% | +0.09 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.08% | +0.08 |
| BBWI Bath & Body Works Inc. | New | 0.08% | +0.08 |
| ALGN Align Technology Inc. | New | 0.07% | +0.07 |
| LKQ LKQ Corp. | New | 0.07% | +0.07 |
| MINT PIMCO Enhanced Short Maturit | Add +212.3% | 0.11% | +0.07 |
| COLD Americold Realty Trust Inc. | New | 0.07% | +0.07 |
| FMHI First Trust Municipal High I | New | 0.07% | +0.07 |
| OBIL F/M US Treasury 12 Month Bil | Add +171.2% | 0.12% | +0.07 |
| ORCL Oracle Corp. | Add +15.0% | 0.28% | +0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +41.7% | 0.27% | +0.07 |
| RIG Transocean Ltd. | New | 0.07% | +0.07 |
| GLDM SPDR Gold Minishares Trust | Add +10.8% | 0.49% | +0.06 |
| CAT Caterpillar Inc. | Add +39.5% | 0.14% | +0.05 |
| ABBV Abbvie Inc. | Add +4.7% | 0.36% | +0.05 |
| APH Amphenol Corp. Class A | Add +112.0% | 0.08% | +0.05 |
| AVLV Avantis US Large Cap Value | Add +121.5% | 0.09% | +0.05 |
| BLDR Builders Firstsource Inc. | Add +87.7% | 0.11% | +0.05 |
| C Citigroup Inc. | New | 0.04% | +0.04 |
| JQUA JPMorgan US Quality Factor | Add +70.9% | 0.12% | +0.04 |
| OKLO Oklo Inc. | New | 0.04% | +0.04 |
| ISTB iShares Core 1-5 Year Usd Bo | New | 0.04% | +0.04 |
| MP MP Materials Corp. | New | 0.04% | +0.04 |
| JAAA Janus Henderson Aaa Clo ETF | Add +114.6% | 0.09% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +13.4% | 0.47% | +0.04 |
| SHOP Shopify Inc. Class A | Add +24.5% | 0.13% | +0.04 |
| JPST JPMorgan Ultra-Short Income | Add +31.6% | 0.26% | +0.04 |
| CMI Cummins Inc. | Add +97.7% | 0.06% | +0.04 |
| CGDG Cap Group Dividend Growers | Add +112.2% | 0.07% | +0.03 |
| GLW Corning Inc. | Add +68.1% | 0.06% | +0.03 |
| PH Parker Hannifin Corp. | New | 0.03% | +0.03 |
| GRWG Growgeneration Corp. | New | 0.03% | +0.03 |
| CGIB Cap Group Intl Bond HDG | Add +236.3% | 0.05% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.7% | 1.29% | +0.03 |
| NBSD Neuberger Short Duration Inc. | New | 0.03% | +0.03 |
| CEG Constellation Energy | New | 0.03% | +0.03 |
Options Activity Q2 2025 → Q3 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | Add +15.9% | 63,500 | $496K |
| OKLO Oklo Inc. | put | New | 16,000 | $35K |
| QQQ Invesco QQQ Trust Series 1 | put | Add +8.7% | 11,300 | $31K |
| TSLA Tesla Inc. | call | Sold out | 300 | $10Kbefore exit |
| NVDA Nvidia Corp. | put | Add +733.3% | 2,500 | $8K |
| CALM Cal-Maine Foods Inc. | call | Sold out | 3,300 | $7Kbefore exit |
| IBIT iShares Bitcoin Trust ETF | put | New | 1,100 | $4K |
| AMD Advanced Micro Devices | call | New | 200 | $4K |
| KWEB Kranesh Csi China Internet | put | New | 2,300 | $4K |
| MP MP Materials Corp. | call | New | 3,000 | $3K |
| PLTR Palantir Technologies Inc. Class A | put | Sold out | 100 | $2Kbefore exit |
| QQQ Invesco QQQ Trust Series 1 | call | New | 500 | $2K |
| GLD SPDR Gold Shares | call | New | 200 | $2K |
| GOOGL Alphabet Inc. Class A | call | Sold out | 100 | $2Kbefore exit |
| IBIT iShares Bitcoin Trust ETF | call | New | 1,300 | $1K |
| KWEB Kranesh Csi China Internet | call | New | 2,300 | $1K |
| AMZN Amazon.com Inc. | call | Reduce -75.0% | 100 | $965 |
| QTUM Defiance Quantum ETF | put | New | 1,500 | $560 |
| CPNG Coupang Inc. | call | New | 5,000 | $501 |
| GLD SPDR Gold Shares | put | New | 600 | $207 |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 595 | $1.6B | VTI, NMM, SCHG, SCHD, SCHX |
| Q1 2026 | 554 | $1.4B | VTI, NMM, SCHD, SCHG, SCHX |
| Q4 2025 | 541 | $1.3B | VTI, SCHG, SCHD, NMM, SCHX |
| Q3 2025 | 590 | $1.6B | VTI, SCHG, SCHD, NVDA, AAPL |
| Q2 2025 | 543 | $1.4B | VTI, SCHG, SCHD, NVDA, NMM |
| Q1 2025 | 497 | $1.2B | VTI, SCHD, SCHG, NMM, AAPL |
| Q4 2024 | 472 | $1.0B | VTI, SCHG, SCHD, NVDA, AAPL |
| Q3 2024 | 517 | $1.1B | VTI, NMM, SCHD, SCHG, AAPL |
| Q2 2024 | 529 | $1.1B | VTI, SCHG, NMM, SCHD, AAPL |
| Q1 2024 | 507 | $936.3M | VTI, SCHD, SCHG, SPY, SCHX |