MML Investors Services, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), MML Investors Services, LLC reported 3,252 stock positions worth $49.0 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 4.3% of the portfolio, followed by Nvidia (NVDA, 1.8%) and Apple (AAPL, 1.8%). Compared with Q1 2026, it opened 370 new positions, sold out of 113, added to 2,395 and reduced 446. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +55%) and the biggest sale iShares MSCI Eafe Value ETF (EFV, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, MA
- CIK
- 0000701059
- Portfolio Value
- $49.0B (Q2 2026)
- SEC Filing
- 0000701059-26-000016 ↗ filed Aug 7, 2026
Holdings Value
Holdings 3,252 stocks · $49.0B
| IVV iShares Core S&P 500 ETF | 4.33% | 2,831,023 | $2.1B | Add +55.3% |
| NVDA Nvidia Corp. | 1.85% | 4,528,103 | $906.0M | Add +16.6% |
| AAPL Apple Inc. | 1.82% | 3,077,675 | $890.6M | Add +19.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.36% | 906,548 | $667.6M | Add +19.8% |
| VEA Vanguard Ftse Developed ETF | 1.33% | 9,151,096 | $652.0M | Add +20.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.27% | 9,131,187 | $621.0M | Add +26.2% |
| MSFT Microsoft Corp. | 1.24% | 1,635,283 | $610.0M | Add +21.4% |
| VOO Vanguard S&P 500 ETF | 1.20% | 853,265 | $586.0M | Add +25.6% |
| AMZN Amazon.com Inc. | 1.18% | 2,420,738 | $577.0M | Add +13.9% |
| IVW iShares S&P 500 Growth ETF | 1.12% | 3,983,147 | $547.8M | Add +19.4% |
| GOOGL Alphabet Inc. Class A | 1.11% | 1,517,107 | $542.2M | Add +18.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.07% | 11,405,773 | $526.4M | Add +57.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.05% | 689,893 | $515.2M | Add +12.5% |
| IEMG iShares Core MSCI Emerging | 1.01% | 5,986,527 | $495.9M | Reduce -3.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.91% | 4,635,301 | $447.7M | Add +15.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.82% | 4,642,430 | $399.9M | Add +16.7% |
| IVE iShares S&P 500 Value ETF | 0.79% | 1,695,146 | $384.9M | Reduce -1.5% |
| SCHG Schwab US Large-Cap Growth | 0.75% | 10,841,383 | $366.9M | Add +19.5% |
| BDYN iShares DYN Act ETF | 0.71% | 12,462,810 | $345.7M | Add +20.1% |
| BAI Ishrs AI in and Tech Act ETF | 0.66% | 6,160,767 | $324.8M | Add +17.7% |
| FELG Fidelity Enh LRG Cap GWTH | 0.64% | 7,195,146 | $314.8M | Add +17.6% |
| META Meta Platforms Inc. Class A | 0.64% | 555,371 | $312.8M | Add +22.7% |
| JPM JPMorgan Chase & Co. | 0.64% | 950,862 | $311.2M | Add +19.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.63% | 1,420,885 | $309.7M | Add +21.1% |
| AVGO Broadcom Inc. | 0.63% | 816,618 | $308.5M | Add +23.7% |
| MTUM iShares MSCI USA Momentum Fa | 0.58% | 830,205 | $284.6M | Add +32.6% |
| GOOG Alphabet Inc. Class C | 0.55% | 765,884 | $270.6M | Add +19.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.55% | 3,068,715 | $269.7M | Add +51.3% |
| IJH iShares Core S&P Midcap ETF | 0.54% | 3,444,235 | $265.6M | Add +18.9% |
| MUB iShares National Muni Bond E | 0.53% | 2,391,883 | $257.4M | Add +22.8% |
| DGRO iShares Core Dividend Growth | 0.52% | 3,363,810 | $254.9M | Add +7.7% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.51% | 5,078,583 | $250.3M | Add +18.9% |
| BND Vanguard Total Bond Market | 0.51% | 3,376,508 | $247.9M | Add +27.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.49% | 1,941,127 | $241.5M | Add +25.9% |
| IWF iShares Russell 1000 Growth | 0.49% | 1,934,415 | $240.2M | Add +5.2% |
| QUAL iShares MSCI USA Quality Fac | 0.45% | 998,944 | $219.2M | Reduce -29.5% |
| SCHD Schwab US DVD Equity ETF | 0.44% | 6,750,017 | $214.0M | Add +25.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.44% | 447,169 | $213.6M | Add +18.9% |
| LLY Eli Lilly & Co. | 0.43% | 176,497 | $211.7M | Add +16.7% |
| AVEM Avantis Emerging Markets Eq | 0.43% | 2,182,737 | $210.6M | Add +19.1% |
| VWO Vanguard Ftse Emerging Marke | 0.42% | 3,455,905 | $206.3M | Add +18.6% |
| IJR iShares Core S&P Small-Cap E | 0.41% | 1,366,095 | $202.6M | Add +13.1% |
| XLK SS Technology Select Sector | 0.41% | 1,056,875 | $201.4M | Reduce -7.5% |
| EFV iShares MSCI Eafe Value ETF | 0.41% | 2,615,105 | $200.2M | Reduce -33.6% |
| QQQM Invesco Nasdaq 100 ETF | 0.41% | 658,384 | $199.5M | Add +68.5% |
| CGGR Cap Group Growth Equity | 0.40% | 4,179,335 | $197.3M | Add +30.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 529,078 | $195.8M | Add +16.1% |
| BDVL iShares DV Equity Active ETF | 0.39% | 7,403,309 | $192.3M | Add +25.4% |
| JEPI JPMorgan Equity Premium Inco | 0.38% | 3,320,265 | $187.5M | Add +21.1% |
| SMH Vaneck Semiconductor ETF | 0.38% | 282,670 | $185.4M | Add +9.3% |
| XLF SS Financial Select Sector | 0.38% | 3,453,181 | $185.1M | Add +5.5% |
| GOVT iShares US Treasury Bond ETF | 0.37% | 7,996,194 | $182.2M | Add +28.6% |
| SPHQ Invesco S&P 500 Quality ETF | 0.36% | 1,968,809 | $177.4M | Add +139.2% |
| TSLA Tesla Inc. | 0.36% | 417,053 | $175.4M | Add +17.9% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.35% | 3,450,085 | $173.8M | Add +31.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 344,101 | $172.2M | Add +9.3% |
| MBB iShares MBS ETF | 0.34% | 1,769,513 | $167.3M | Add +25.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.34% | 3,308,992 | $166.7M | Add +53.6% |
| JIRE JPMorgan Int Res Enh Eqty | 0.34% | 2,000,314 | $165.0M | Add +15.7% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.33% | 3,659,190 | $162.8M | Add +23.6% |
| V Visa Inc. Class A | 0.33% | 474,388 | $162.8M | Add +13.1% |
| MU Micron Technology Inc. | 0.33% | 138,520 | $159.9M | Add +18.9% |
| THRO iShares U.S. Thematic Rotati | 0.33% | 3,705,278 | $159.7M | Reduce -16.9% |
| ABBV Abbvie Inc. | 0.32% | 632,277 | $159.1M | Add +14.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.32% | 1,334,292 | $158.8M | Add +19.1% |
| AGG iShares Core U.S. Aggregate | 0.32% | 1,563,598 | $154.8M | Add +15.1% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.30% | 3,510,585 | $148.6M | Add +24.6% |
| AMD Advanced Micro Devices | 0.29% | 246,426 | $143.2M | Add +5.8% |
| CAT Caterpillar Inc. | 0.29% | 134,132 | $142.8M | Add +8.6% |
| WMT Walmart Inc. | 0.29% | 1,251,283 | $141.7M | Add +24.0% |
| CORO Ish Intl CTRY Rot Act ETF | 0.29% | 3,856,635 | $141.2M | Add +6359.9% |
| IDEF Ishars Def Ind TC Ac ETF-Ui | 0.29% | 4,437,994 | $141.0M | Add +50.1% |
| AMAT Applied Materials Inc. | 0.29% | 194,573 | $140.7M | Add +3.3% |
| GLD SPDR Gold Shares | 0.28% | 377,545 | $139.1M | Add +9.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.28% | 454,602 | $137.8M | Add +21.1% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 581,667 | $137.6M | Add +17.9% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.28% | 3,766,840 | $137.6M | Add +25.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.28% | 373,109 | $136.4M | Add +13.8% |
| RDVY First Trust Rising Dividend | 0.28% | 1,678,164 | $136.0M | Add +23.6% |
| COST Costco Wholesale Corp. | 0.27% | 140,552 | $131.5M | Add +20.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.27% | 1,199,410 | $130.8M | Add +20.4% |
| RSP Invesco S&P 500 Equal Weight | 0.27% | 613,962 | $130.6M | Reduce -14.9% |
| XLI SS Industrial Select Sector | 0.26% | 689,782 | $127.8M | Add +7.5% |
| CSCO Cisco Systems Inc. | 0.26% | 1,078,724 | $126.7M | Add +12.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.26% | 1,570,945 | $126.6M | Add +17.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.26% | 62,901 | $125.1M | Add +47.0% |
| SOXX iShares Semiconductor ETF | 0.25% | 191,249 | $122.5M | Add +13.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.25% | 2,336,978 | $122.3M | Reduce -12.5% |
| PM Philip Morris International | 0.24% | 663,183 | $120.0M | Add +24.0% |
| TLH iShares 10-20 Year Treasury | 0.24% | 1,192,620 | $119.7M | Reduce -12.6% |
| IWY iShares Russell Top 200 Grow | 0.24% | 410,157 | $119.2M | Add +4.0% |
| VGT Vanguard Info Tech ETF | 0.23% | 957,077 | $114.4M | Add +48.8% |
| XOM Exxon Mobil Corp. | 0.23% | 832,671 | $113.8M | Add +19.7% |
| HD Home Depot Inc. | 0.23% | 319,726 | $112.8M | Add +18.4% |
| FBND Fidelity Total Bond ETF | 0.23% | 2,459,061 | $111.9M | Add +13.9% |
| MS Morgan Stanley | 0.22% | 510,682 | $106.8M | Add +17.0% |
| SPMO Invesco S&P 500 Momentum ETF | 0.22% | 659,465 | $106.5M | Add +36.6% |
| JNJ Johnson & Johnson | 0.21% | 408,511 | $103.7M | Add +45.0% |
| XLE SS Energy Select Sector | 0.21% | 1,953,117 | $103.7M | Add +44.7% |
| NFLX Netflix Inc. | 0.21% | 1,451,319 | $103.6M | Add +28.5% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $594 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| COHEN & STEERS QUALITY-R | RIGHT 07/15/2026 | 29,208 | $435 | Reduce -3.0% |
| SQFTW Presidio Property TRST -CW27 | *W EXP 01/24/202 | 10,943 | $159 | New |
Total filed on the 13F, all lines: $49.0B.
Portfolio Sells Q1 2026 → Q2 2026
| EFV iShares MSCI Eafe Value ETF | Reduce -33.6% | 0.41% | −0.40 |
| QUAL iShares MSCI USA Quality Fac | Reduce -29.5% | 0.45% | −0.31 |
| IVE iShares S&P 500 Value ETF | Reduce -1.5% | 0.79% | −0.22 |
| IEMG iShares Core MSCI Emerging | Reduce -3.8% | 1.01% | −0.19 |
| IAGG iShares Intl Aggregate Bond | Reduce -90.2% | 0.01% | −0.19 |
| TLH iShares 10-20 Year Treasury | Reduce -12.6% | 0.24% | −0.14 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -12.5% | 0.25% | −0.14 |
| THRO iShares U.S. Thematic Rotati | Reduce -16.9% | 0.33% | −0.12 |
| RSP Invesco S&P 500 Equal Weight | Reduce -14.9% | 0.27% | −0.12 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -53.7% | 0.07% | −0.12 |
| IEUR iShares Core MSCI Europe ETF | Reduce -30.1% | 0.12% | −0.09 |
| IWD iShares Russell 1000 Value E | Reduce -24.1% | 0.15% | −0.09 |
| IEZ iShares U.S. Oil Equipment & | Reduce -97.2% | 0.00% | −0.08 |
| IWB iShares Russell 1000 ETF | Reduce -40.7% | 0.08% | −0.08 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -52.7% | 0.05% | −0.08 |
| XLV SS Health Care Select Sector | Reduce -42.0% | 0.07% | −0.08 |
| RING iShares MSCI Global Gold Min | Reduce -90.8% | 0.00% | −0.07 |
| XLC SS Comm Select Sector SPDR | Reduce -36.9% | 0.05% | −0.06 |
| SCHQ Schwab Long-Term US Treasury | Reduce -59.0% | 0.03% | −0.06 |
| XLY SS Consumer Disc Select Sect | Reduce -35.1% | 0.06% | −0.06 |
| IYG iShares U.S. Financial Servi | Reduce -88.1% | 0.00% | −0.05 |
| INTU Intuit Inc. | Reduce -2.8% | 0.03% | −0.04 |
| NBOS Neuberger Option Strategy Et | Reduce -89.7% | 0.00% | −0.04 |
| COWG Pacer US LRG Cap Cows GR LD | Reduce -27.5% | 0.06% | −0.04 |
| IYE iShares U.S. Energy ETF | Reduce -70.1% | 0.01% | −0.04 |
| JPEF JPMorgan Equity Focus ETF | Reduce -8.2% | 0.10% | −0.03 |
| IQLT iShares MSCI International Q | Reduce -0.4% | 0.12% | −0.03 |
| VFH Vanguard Financials ETF | Reduce -46.0% | 0.02% | −0.03 |
| SBUX Starbucks Corp. | Reduce -12.1% | 0.08% | −0.03 |
| SHLD Global X Defense Tech ETF | Reduce -10.4% | 0.03% | −0.03 |
| CTA Simplify Managed Futures St | Reduce -49.8% | 0.01% | −0.02 |
| SHOP Shopify Inc. Class A | Reduce -5.2% | 0.05% | −0.02 |
| AMP Ameriprise Financial Inc. | Reduce -58.7% | 0.01% | −0.02 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -5.6% | 0.05% | −0.02 |
| QLTY GMO U.S. Quality ETF | Reduce -15.2% | 0.05% | −0.02 |
| ADSK Autodesk Inc. | Reduce -2.6% | 0.03% | −0.02 |
| MISL First Trust Indxx Aero & Def | Reduce -14.7% | 0.03% | −0.02 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -23.0% | 0.02% | −0.02 |
| QLTA iShares Aaa - A Rated Corpor | Reduce -3.4% | 0.04% | −0.02 |
| IWX iShares Russell Top 200 Valu | Reduce -54.5% | 0.01% | −0.02 |
| SNY Sanofi-ADR | Reduce -17.9% | 0.02% | −0.02 |
| HARD Simplify Commodities STR K-1 | Reduce -94.9% | 0.00% | −0.02 |
| COR Cencora Inc. | Reduce -3.2% | 0.03% | −0.02 |
| GSY Invesco Ultra Short Duration | Reduce -24.9% | 0.02% | −0.02 |
| IETC iShares U.S. Tech Independen | Reduce -61.2% | 0.01% | −0.02 |
| CHKP Check Point Software Tech | Reduce -18.9% | 0.02% | −0.02 |
| ESGD iShares Trust iShares ESG Aw | Reduce -1.6% | 0.05% | −0.01 |
| INDA iShares MSCI India ETF | Reduce -27.0% | 0.02% | −0.01 |
| PDBC Invesco Optimum Yield Divers | Reduce -19.0% | 0.02% | −0.01 |
| IBB iShares Biotechnology ETF | Reduce -13.5% | 0.03% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | Add +55.3% | 4.33% | +1.02 |
| CORO Ish Intl CTRY Rot Act ETF | Add +6359.9% | 0.29% | +0.28 |
| MU Micron Technology Inc. | Add +18.9% | 0.33% | +0.22 |
| IALT Ishrs SYS Alt Act ETF | New | 0.21% | +0.21 |
| SPHQ Invesco S&P 500 Quality ETF | Add +139.2% | 0.36% | +0.19 |
| BFLX Ishrs FLX Eq Act ETF | New | 0.19% | +0.19 |
| BAI Ishrs AI in and Tech Act ETF | Add +17.7% | 0.66% | +0.18 |
| MTUM iShares MSCI USA Momentum Fa | Add +32.6% | 0.58% | +0.16 |
| AMD Advanced Micro Devices | Add +5.8% | 0.29% | +0.16 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.15% | +0.15 |
| QQQ Invesco QQQ Trust Series 1 | Add +19.8% | 1.36% | +0.15 |
| QQQM Invesco Nasdaq 100 ETF | Add +68.5% | 0.41% | +0.15 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +57.0% | 1.07% | +0.14 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +51.3% | 0.55% | +0.12 |
| AMAT Applied Materials Inc. | Add +3.3% | 0.29% | +0.11 |
| SMH Vaneck Semiconductor ETF | Add +9.3% | 0.38% | +0.10 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +26.2% | 1.27% | +0.10 |
| ASML ASML Holding NV-NY Reg SHS | Add +47.0% | 0.26% | +0.10 |
| SOXX iShares Semiconductor ETF | Add +13.7% | 0.25% | +0.10 |
| IDGT iShares US DGTL Infra & R/E | Add +1141.8% | 0.10% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +18.6% | 1.11% | +0.09 |
| INTC Intel Corp. | Add +14.4% | 0.14% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Add +18.9% | 0.44% | +0.08 |
| IYZ iShares US Telecommunication | Add +4133.1% | 0.08% | +0.08 |
| VGT Vanguard Info Tech ETF | Add +48.8% | 0.23% | +0.08 |
| PANW Palo Alto Networks Inc. | Add +6.8% | 0.18% | +0.07 |
| IVW iShares S&P 500 Growth ETF | Add +19.4% | 1.12% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +25.6% | 1.20% | +0.07 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +53.6% | 0.34% | +0.07 |
| SPMO Invesco S&P 500 Momentum ETF | Add +36.6% | 0.22% | +0.07 |
| JIVE JPM Interntl Value ETF | Add +139.2% | 0.14% | +0.07 |
| DELL Dell Technologies -C | Add +19.2% | 0.11% | +0.06 |
| STX Seagate Technology Holdings | Add +54.9% | 0.10% | +0.06 |
| AVGO Broadcom Inc. | Add +23.7% | 0.63% | +0.06 |
| SCHO Schwab Short-Term US Treas | Add +342.7% | 0.09% | +0.06 |
| SCHR Schwab Intermediate-Term US | Add +331.0% | 0.08% | +0.06 |
| BLCR iShares LRG CP CR Act ETF-Ui | Add +31.4% | 0.35% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +54.0% | 0.13% | +0.06 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +171.2% | 0.09% | +0.05 |
| LRCX Lam Research Corp. | Add +14.3% | 0.13% | +0.05 |
| TXN Texas Instruments Inc. | Add +64.8% | 0.12% | +0.05 |
| CSCO Cisco Systems Inc. | Add +12.8% | 0.26% | +0.05 |
| IGV iShares Expanded Tech-Softwa | Add +100.6% | 0.13% | +0.05 |
| MRVL Marvell Technology Inc. | Add +26.6% | 0.08% | +0.05 |
| KLAC KLA Corp. | Add +34.8% | 0.10% | +0.05 |
| CAT Caterpillar Inc. | Add +8.6% | 0.29% | +0.05 |
| LLY Eli Lilly & Co. | Add +16.7% | 0.43% | +0.05 |
| CGGR Cap Group Growth Equity | Add +30.1% | 0.40% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +19.9% | 0.55% | +0.04 |
| CGGO Cap Group Global Growth | Add +24.6% | 0.30% | +0.04 |
Notes & Other Activity Q1 2026 → Q2 2026
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | Sold out | 88,370 | $619before exit |
| COHEN & STEERS QUALITY-R | RIGHT 07/15/2026 | Reduce -3.0% | 29,208 | $435 |
| SQFTW Presidio Property TRST -CW27 | *W EXP 01/24/202 | New | 10,943 | $159 |
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 | 3,252 | $49.0B | IVV, NVDA, AAPL, QQQ, VEA |
| Q1 2026 | 2,994 | $36.1B | IVV, NVDA, AAPL, MSFT, VEA |
| Q4 2025 | 3,037 | $41.0B | IVV, AAPL, NVDA, MSFT, QQQ |
| Q3 2025 | 2,877 | $37.5B | IVV, NVDA, MSFT, AAPL, QQQ |
| Q2 2025 | 2,802 | $34.6B | IVV, MSFT, QUAL, NVDA, AAPL |
| Q1 2025 | 2,683 | $30.0B | IVV, QUAL, AAPL, MSFT, QQQ |
| Q4 2024 | 2,658 | $29.0B | IVV, AAPL, QUAL, MSFT, QQQ |
| Q3 2024 | 2,566 | $27.4B | IVV, AAPL, QUAL, MSFT, QQQ |
| Q2 2024 | 2,470 | $24.8B | IVV, MSFT, QUAL, AAPL, QQQ |
| Q1 2024 | 2,465 | $24.3B | IVV, MSFT, QUAL, QQQ, AAPL |