Merit Financial Group, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Merit Financial Group, LLC reported 1,145 stock positions worth $5.6 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 3.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 3.3%) and iShares Core S&P U.S. Value (IUSV, 3.0%). Compared with Q3 2024, it opened 367 new positions, sold out of 47, added to 590 and reduced 171. The biggest buy was Invesco S&P 500 Low Volatili (SPLV, shares +11765%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- ALPHARETTA, GA
- CIK
- 0001621225
- Portfolio Value
- $5.6B (Q4 2024)
- SEC Filing
- 0001621225-25-000002 ↗ filed Jan 15, 2025
Holdings Value
Holdings 1,145 stocks · $5.6B
| VUG Vanguard Mrngstar GR ETF-Sui | 3.40% | 460,855 | $189.2M | Reduce -13.1% |
| VOO Vanguard S&P 500 ETF | 3.34% | 344,955 | $185.9M | Reduce -29.7% |
| IUSV iShares Core S&P U.S. Value | 3.00% | 1,803,053 | $166.9M | Reduce -23.8% |
| AAPL Apple Inc. | 2.76% | 612,032 | $153.3M | Add +21.9% |
| IEFA iShares Core MSCI Eafe ETF | 2.48% | 1,965,057 | $138.1M | Add +11.2% |
| SPTI SS SPDR P Int Term TSY ETF | 2.26% | 4,517,491 | $125.9M | Add +4.6% |
| IVV iShares Core S&P 500 ETF | 2.25% | 212,848 | $125.3M | Add +20.6% |
| SPLV Invesco S&P 500 Low Volatili | 2.18% | 1,731,156 | $121.2M | Add +11765.4% |
| QLTY GMO U.S. Quality ETF | 2.13% | 3,701,955 | $118.4M | New |
| UPS United Parcel Service Class B | 1.92% | 848,194 | $107.0M | Reduce -9.5% |
| MSFT Microsoft Corp. | 1.68% | 221,381 | $93.3M | Add +22.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.51% | 244,655 | $84.0M | Add +12.2% |
| MBB iShares MBS ETF | 1.50% | 910,780 | $83.5M | Add +10.7% |
| SPTS SS SPDR P St Term TSY ETF | 1.40% | 2,692,109 | $78.1M | Add +33.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.40% | 268,898 | $77.9M | Reduce -23.5% |
| IUSG iShares Core S&P U.S. Growth | 1.31% | 523,864 | $73.0M | Add +8.2% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.31% | 582,474 | $72.8M | Add +7.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.24% | 134,467 | $68.7M | Add +58.6% |
| USIG iShares Broad Usd Investment | 1.19% | 1,312,543 | $66.0M | Add +5.6% |
| NVDA Nvidia Corp. | 1.17% | 486,396 | $65.3M | Add +49.1% |
| AMZN Amazon.com Inc. | 1.12% | 283,663 | $62.2M | Add +37.9% |
| AVDV Avantis Intl S/C Value ETF | 1.04% | 889,590 | $57.9M | Add +7.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.00% | 94,896 | $55.6M | Add +7.1% |
| VGSH Vanguard Short-Term Treasury | 0.97% | 923,190 | $53.7M | Add +5.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.95% | 603,255 | $53.0M | Add +2.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.79% | 975,247 | $43.8M | Reduce -8.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.79% | 634,431 | $43.7M | Reduce -4.3% |
| AVEM Avantis Emerging Markets Eq | 0.75% | 713,524 | $41.9M | Add +486.2% |
| VEA Vanguard Ftse Developed ETF | 0.75% | 875,114 | $41.8M | Add +7.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.67% | 82,529 | $37.4M | Add +7.3% |
| QUAL iShares MSCI USA Quality Fac | 0.63% | 195,989 | $34.9M | Add +78.4% |
| GOOGL Alphabet Inc. Class A | 0.60% | 177,004 | $33.5M | Add +47.8% |
| META Meta Platforms Inc. Class A | 0.54% | 51,228 | $30.0M | Add +34.2% |
| IVW iShares S&P 500 Growth ETF | 0.51% | 280,000 | $28.4M | Add +90.8% |
| IEMG iShares Core MSCI Emerging | 0.50% | 533,318 | $27.8M | Add +13.6% |
| SCHD Schwab US DVD Equity ETF | 0.49% | 1,002,360 | $27.4M | Reduce -11.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.48% | 522,946 | $26.8M | Add +176.3% |
| MINT PIMCO Enhanced Short Maturit | 0.47% | 262,273 | $26.3M | Add +6.7% |
| AVGO Broadcom Inc. | 0.46% | 111,238 | $25.8M | Add +79.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.45% | 259,698 | $25.1M | Add +237.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.43% | 140,213 | $23.7M | Reduce -0.9% |
| BND Vanguard Total Bond Market | 0.43% | 328,969 | $23.7M | Add +36.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.42% | 458,732 | $23.5M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.41% | 95,629 | $22.9M | Add +39.9% |
| GOOG Alphabet Inc. Class C | 0.41% | 120,300 | $22.9M | Add +15.8% |
| XOM Exxon Mobil Corp. | 0.39% | 202,477 | $21.8M | Add +19.5% |
| TSLA Tesla Inc. | 0.39% | 53,311 | $21.5M | Add +49.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.38% | 466,817 | $21.1M | Add +60.1% |
| EFV iShares MSCI Eafe Value ETF | 0.37% | 394,763 | $20.7M | Add +154.1% |
| OEF iShares S&P 100 ETF | 0.37% | 70,978 | $20.5M | Add +805.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.36% | 82,222 | $19.8M | Add +8.6% |
| VOOG Vanguard S&P 500 Growth ETF | 0.35% | 53,680 | $19.7M | Add +8.6% |
| IWY iShares Russell Top 200 Grow | 0.34% | 79,750 | $18.8M | Add +2301.4% |
| HD Home Depot Inc. | 0.33% | 47,666 | $18.5M | Add +22.3% |
| BFC Bank First Corp. | 0.32% | 179,814 | $17.8M | Add +88.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.32% | 520,797 | $17.8M | Reduce -9.0% |
| KORP American Century Diversified | 0.31% | 379,023 | $17.4M | Reduce -2.1% |
| PG The Procter & Gamble Co. | 0.31% | 103,837 | $17.4M | Add +12.3% |
| COST Costco Wholesale Corp. | 0.31% | 18,842 | $17.3M | Add +18.3% |
| VYM Vanguard High DVD Yield ETF | 0.31% | 134,359 | $17.1M | Add +5.9% |
| VMBS Vanguard Mortgage-Backed Sec | 0.31% | 375,478 | $17.0M | Add +14.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.30% | 325,476 | $16.9M | Add +1069.8% |
| VOOV Vanguard S&P 500 Value ETF | 0.30% | 90,427 | $16.7M | Reduce -1.3% |
| V Visa Inc. Class A | 0.30% | 52,121 | $16.5M | Add +32.0% |
| RWL Invesco S&P 500 Revenue ETF | 0.29% | 167,218 | $16.4M | Add +322.5% |
| SRLN SS Blackstone Sr Loan ETF | 0.29% | 386,973 | $16.1M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.29% | 20,551 | $15.9M | Add +44.3% |
| DFAC Dimensional US Core Equity 2 | 0.29% | 458,418 | $15.9M | Add +7.8% |
| XLF SS Financial Select Sector | 0.28% | 322,213 | $15.6M | Add +1.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.27% | 57,718 | $15.2M | Add +14.1% |
| VGIT Vanguard Intermediate-Term T | 0.26% | 253,026 | $14.7M | Add +2.8% |
| JNJ Johnson & Johnson | 0.26% | 101,111 | $14.6M | Add +15.7% |
| JHMD John Hancock MF Dev Intl ETF | 0.26% | 450,167 | $14.4M | Add +1.2% |
| IUS Invesco Rafi Strategic US Et | 0.26% | 286,049 | $14.2M | Add +32.5% |
| IVE iShares S&P 500 Value ETF | 0.26% | 74,384 | $14.2M | Add +122.6% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.25% | 401,327 | $14.2M | Reduce -2.1% |
| IYW iShares Ustechnology ETF | 0.24% | 83,397 | $13.3M | Add +93.5% |
| FTNT Fortinet Inc. | 0.24% | 139,319 | $13.2M | Add +12.1% |
| WMT Walmart Inc. | 0.24% | 145,435 | $13.1M | Add +35.7% |
| BLK BlackRock Inc. | 0.23% | 12,676 | $13.0M | Add +23.2% |
| USFR Wisdomtree Floating Rate Tre | 0.23% | 248,759 | $12.5M | Add +16.2% |
| VCIT Vanguard Int-Term Corporate | 0.22% | 155,244 | $12.5M | Add +0.7% |
| XLK SS Technology Select Sector | 0.22% | 53,066 | $12.3M | Add +3.6% |
| PTF Invesco Dorsey Wright Tech | 0.22% | 167,759 | $12.2M | Reduce -3.0% |
| XLC SS Comm Select Sector SPDR | 0.21% | 122,311 | $11.8M | Add +5.3% |
| CVX Chevron Corp. | 0.21% | 81,697 | $11.8M | Add +19.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.21% | 212,529 | $11.8M | Add +140.2% |
| PLTR Palantir Technologies Inc. Class A | 0.21% | 152,061 | $11.5M | Add +33.6% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 99,143 | $11.4M | Reduce -2.7% |
| JMBS Janus Henderson Mortg Backed | 0.20% | 257,992 | $11.4M | Reduce -1.2% |
| SMH Vaneck Semiconductor ETF | 0.20% | 46,811 | $11.3M | Add +195.0% |
| SCHO Schwab Short-Term US Treas | 0.20% | 469,058 | $11.3M | Add +21.8% |
| MA Mastercard Inc. Class A | 0.20% | 21,207 | $11.2M | Add +26.4% |
| PM Philip Morris International | 0.20% | 92,054 | $11.1M | Add +56.0% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 55,657 | $10.9M | Reduce -3.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.19% | 54,635 | $10.8M | Add +7.2% |
| JEPI JPMorgan Equity Premium Inco | 0.19% | 187,898 | $10.8M | Add +2384.1% |
| DGRW Wisdomtree U.S. Quality Divi | 0.19% | 133,380 | $10.8M | Add +40.9% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.19% | 421,213 | $10.6M | Reduce -0.3% |
| PYPL PayPal Holdings Inc. | 0.19% | 124,497 | $10.6M | Add +16.1% |
Options reported separately and not counted above: SPY puts ($3.2M), SOXL calls ($211K).
Other holdings (2): bonds, preferreds, convertibles and warrants · $239K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| LYFT INC (LYFT 1.5 05/15/25) | NOTE 1.500% 5/1 · principal | 240,000 | $235K | New |
| LIBERTY INTERACTIVE LLC (LINTA 4 11/15/29) | DEB 4.000%11/1 · principal | 15,000 | $4K | No change |
Total filed on the 13F, all lines: $5.6B.
Portfolio Sells Q3 2024 → Q4 2024
| VOO Vanguard S&P 500 ETF | Reduce -29.7% | 3.34% | −2.45 |
| IUSV iShares Core S&P U.S. Value | Reduce -23.8% | 3.00% | −2.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -13.1% | 3.40% | −1.15 |
| UPS United Parcel Service Class B | Reduce -9.5% | 1.92% | −0.94 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -23.5% | 1.40% | −0.82 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -8.9% | 0.79% | −0.30 |
| SCHD Schwab US DVD Equity ETF | Reduce -11.8% | 0.49% | −0.22 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -4.3% | 0.79% | −0.21 |
| IBDP iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.17 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -9.0% | 0.32% | −0.16 |
| KEYS Keysight Technologies Inc. | Reduce -92.7% | 0.01% | −0.16 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.9% | 0.43% | −0.13 |
| KORP American Century Diversified | Reduce -2.1% | 0.31% | −0.11 |
| VOOV Vanguard S&P 500 Value ETF | Reduce -1.3% | 0.30% | −0.09 |
| CGDV Cap Group Dividend Value | Reduce -2.1% | 0.25% | −0.08 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -0.2% | 0.29% | −0.07 |
| JMBS Janus Henderson Mortg Backed | Reduce -1.2% | 0.20% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.7% | 0.21% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.0% | 0.20% | −0.06 |
| BTT BlackRock 2030 Muni TRGT TRM | Reduce -0.8% | 0.18% | −0.06 |
| VXF Vanguard Extended Market ETF | Reduce -16.0% | 0.13% | −0.05 |
| DGRO iShares Core Dividend Growth | Reduce -14.3% | 0.11% | −0.05 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -0.3% | 0.19% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Reduce -14.7% | 0.05% | −0.04 |
| XLI SS Industrial Select Sector | Reduce -1.7% | 0.13% | −0.04 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -3.3% | 0.12% | −0.04 |
| GLD SPDR Gold Shares | Reduce -0.0% | 0.15% | −0.04 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -22.1% | 0.06% | −0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.6% | 0.14% | −0.03 |
| VHT Vanguard Health Care ETF | Reduce -5.8% | 0.07% | −0.03 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -17.3% | 0.05% | −0.03 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -10.5% | 0.05% | −0.03 |
| JQUA JPMorgan US Quality Factor | Reduce -21.0% | 0.05% | −0.03 |
| IHF iShares U.S. Healthcare Prov | Reduce -0.0% | 0.06% | −0.03 |
| PTF Invesco Dorsey Wright Tech | Reduce -3.0% | 0.22% | −0.03 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | Reduce -6.6% | 0.05% | −0.03 |
| PSR Invesco Active US Real Estat | Reduce -3.1% | 0.06% | −0.03 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -14.1% | 0.06% | −0.03 |
| BA The Boeing Co. | Reduce -25.9% | 0.05% | −0.02 |
| NKE Nike Inc. Class B | Reduce -53.1% | 0.01% | −0.02 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Reduce -2.1% | 0.06% | −0.02 |
| VDC Vanguard Consumer Staple ETF | Reduce -6.3% | 0.06% | −0.02 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Reduce -5.5% | 0.07% | −0.02 |
| SWN Southwestern Energy Co. | Sold out | 0.00% | −0.02 |
| PFFD Global X US Preferred ETF | Reduce -2.1% | 0.06% | −0.02 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -2.4% | 0.08% | −0.02 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -2.7% | 0.08% | −0.02 |
| MCHP Microchip Technology Inc. | Reduce -12.9% | 0.02% | −0.02 |
| XHB SS SPDR S&P Homebldrs ETF | Reduce -1.3% | 0.04% | −0.02 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | Reduce -12.9% | 0.02% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| SPLV Invesco S&P 500 Low Volatili | Add +11765.4% | 2.18% | +2.16 |
| QLTY GMO U.S. Quality ETF | New | 2.13% | +2.13 |
| AVEM Avantis Emerging Markets Eq | Add +486.2% | 0.75% | +0.58 |
| IWY iShares Russell Top 200 Grow | Add +2301.4% | 0.34% | +0.32 |
| OEF iShares S&P 100 ETF | Add +805.0% | 0.37% | +0.32 |
| QQQ Invesco QQQ Trust Series 1 | Add +58.6% | 1.24% | +0.31 |
| NVDA Nvidia Corp. | Add +49.1% | 1.17% | +0.29 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +176.3% | 0.48% | +0.27 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +1069.8% | 0.30% | +0.27 |
| EFG iShares MSCI Eafe Growth ETF | Add +237.3% | 0.45% | +0.27 |
| AMZN Amazon.com Inc. | Add +37.9% | 1.12% | +0.26 |
| AVGO Broadcom Inc. | Add +79.3% | 0.46% | +0.22 |
| RWL Invesco S&P 500 Revenue ETF | Add +322.5% | 0.29% | +0.21 |
| IVW iShares S&P 500 Growth ETF | Add +90.8% | 0.51% | +0.20 |
| QUAL iShares MSCI USA Quality Fac | Add +78.4% | 0.63% | +0.19 |
| JEPI JPMorgan Equity Premium Inco | Add +2384.1% | 0.19% | +0.18 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.18% | +0.18 |
| TSLA Tesla Inc. | Add +49.5% | 0.39% | +0.18 |
| EFV iShares MSCI Eafe Value ETF | Add +154.1% | 0.37% | +0.17 |
| IWL iShares Russell Top 200 ETF | New | 0.16% | +0.16 |
| GOOGL Alphabet Inc. Class A | Add +47.8% | 0.60% | +0.16 |
| AAPL Apple Inc. | Add +21.9% | 2.76% | +0.14 |
| XMMO Invesco S&P Midcap Momentum | New | 0.14% | +0.14 |
| BFC Bank First Corp. | Add +88.7% | 0.32% | +0.13 |
| GRPM Invesco S&P Midcap 400 Garp | New | 0.13% | +0.13 |
| SNPS Synopsys Inc. | Add +2308.7% | 0.13% | +0.12 |
| SMH Vaneck Semiconductor ETF | Add +195.0% | 0.20% | +0.12 |
| SCHZ Schwab US Aggregate Bond ETF | Add +478.9% | 0.15% | +0.12 |
| PLTR Palantir Technologies Inc. Class A | Add +33.6% | 0.21% | +0.11 |
| IVE iShares S&P 500 Value ETF | Add +122.6% | 0.26% | +0.11 |
| KCE SS SPDR S&P Cap MKTS ETF | New | 0.10% | +0.10 |
| ICSH iShares Ultra Short Duration | Add +380.1% | 0.14% | +0.10 |
| IWB iShares Russell 1000 ETF | Add +211.4% | 0.16% | +0.10 |
| SHLD Global X Defense Tech ETF | New | 0.10% | +0.10 |
| MTUM iShares MSCI USA Momentum Fa | Add +450.4% | 0.12% | +0.09 |
| IYW iShares Ustechnology ETF | Add +93.5% | 0.24% | +0.09 |
| BUG Global X Cybersecurity ETF | New | 0.09% | +0.09 |
| PAVE Global X US Infrastructure | Add +239.2% | 0.15% | +0.09 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +140.2% | 0.21% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +39.9% | 0.41% | +0.09 |
| IOO iShares Global 100 ETF | New | 0.09% | +0.09 |
| PANW Palo Alto Networks Inc. | Add +1112.8% | 0.09% | +0.08 |
| IAGG iShares Intl Aggregate Bond | Add +1450.1% | 0.09% | +0.08 |
| AOHY Angel Oak High Yild Oppo ETF | New | 0.07% | +0.07 |
| SPTS SS SPDR P St Term TSY ETF | Add +33.1% | 1.40% | +0.07 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +60.1% | 0.38% | +0.07 |
| FSEP FT Vest U.S. Equity Buffer E | New | 0.07% | +0.07 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +130.2% | 0.15% | +0.07 |
| TXN Texas Instruments Inc. | Add +112.0% | 0.18% | +0.06 |
| IHDG Wisdomtree International Hed | Add +620.9% | 0.07% | +0.06 |
Options Activity Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | put | Add +1.5% | 254,600 | $3.2M |
| SOXL Direx Dail Semi Bu 3X Et-Usd | call | New | 17,600 | $211K |
| TSLA Tesla Inc. | call | Sold out | 18,600 | $183Kbefore exit |
| NVDA Nvidia Corp. | put | Sold out | 10,000 | $52Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2024 → Q4 2024
| LYFT INC (LYFT 1.5 05/15/25) | NOTE 1.500% 5/1 · principal | New | 240,000 | $235K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 2,317 | $16.1B | VUG, IUSG, AAPL, QLTY, IUSV |
| Q1 2026 | 2,106 | $13.4B | VUG, IUSG, QLTY, IUSV, AAPL |
| Q4 2025 | 1,939 | $12.5B | VUG, QLTY, IUSG, IUSV, MGK |
| Q3 2025Amended | 1,779 | $10.9B | VUG, QLTY, IUSV, IUSG, MGK |
| Q2 2025 | 1,693 | $9.0B | VUG, QLTY, IUSG, IUSV, VOO |
| Q1 2025 | 1,394 | $6.7B | IUSV, VOO, VUG, IVV, AAPL |
| Q4 2024 | 1,145 | $5.6B | VUG, VOO, IUSV, AAPL, IEFA |
| Q3 2024 | 825 | $4.5B | VOO, IUSV, VUG, IEFA, UPS |
| Q2 2024 | 909 | $4.5B | VOO, VUG, IUSV, IEFA, SPTI |
| Q1 2024 | 860 | $4.2B | VOO, VUG, IUSV, SPTI, IEFA |