Mutual Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 30, 2024), Mutual Advisors, LLC reported 1,075 stock positions worth $3.3 billion. Its top holding was iShares US Treasury Bond ETF (GOVT) at 5.9% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 5.0%) and Apple (AAPL, 4.5%). Compared with Q1 2024, it opened 93 new positions, sold out of 95, added to 522 and reduced 409. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale Microsoft (MSFT, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001694080
- Portfolio Value
- $3.3B (Q2 2024)
- SEC Filing
- 0001986152-24-000035 ↗ filed Jul 30, 2024
Holdings Value
Holdings 1,075 stocks · $3.3B
| GOVT iShares US Treasury Bond ETF | 5.93% | 8,583,512 | $196.1M | Add +4.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.98% | 302,477 | $164.8M | Add +1.9% |
| AAPL Apple Inc. | 4.48% | 679,177 | $148.2M | Add +0.7% |
| IVV iShares Core S&P 500 ETF | 3.48% | 210,075 | $115.1M | Add +1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.74% | 206,587 | $90.5M | Add +9.7% |
| MSFT Microsoft Corp. | 2.64% | 204,413 | $87.2M | Reduce -10.3% |
| LLY Eli Lilly & Co. | 1.50% | 61,510 | $49.7M | Reduce -1.7% |
| VOO Vanguard S&P 500 ETF | 1.37% | 90,736 | $45.4M | Add +13.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.29% | 92,097 | $42.7M | Reduce -6.2% |
| NVDA Nvidia Corp. | 1.13% | 336,505 | $37.6M | Add +8.3% |
| AMZN Amazon.com Inc. | 1.09% | 196,672 | $36.0M | Add +1.5% |
| VEA Vanguard Ftse Developed ETF | 1.05% | 696,582 | $34.9M | Add +14.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.95% | 117,119 | $31.6M | Add +6.0% |
| CBSH Commerce Bancshares Inc. | 0.89% | 453,411 | $29.5M | Reduce -1.2% |
| AGG iShares Core U.S. Aggregate | 0.85% | 284,939 | $28.1M | Add +69.6% |
| GOOGL Alphabet Inc. Class A | 0.80% | 156,938 | $26.6M | Add +1.5% |
| VIG Vanguard Dividend Apprec ETF | 0.70% | 123,087 | $23.2M | Add +4.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.68% | 135,423 | $22.6M | Add +16.2% |
| JPM JPMorgan Chase & Co. | 0.67% | 105,485 | $22.2M | Add +2.0% |
| GOOG Alphabet Inc. Class C | 0.63% | 121,859 | $20.9M | Add +5.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.61% | 218,318 | $20.0M | Reduce -10.8% |
| META Meta Platforms Inc. Class A | 0.60% | 42,555 | $19.8M | Add +0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.60% | 54,346 | $19.7M | Add +23.9% |
| VYM Vanguard High DVD Yield ETF | 0.56% | 150,816 | $18.6M | Reduce -0.0% |
| VWO Vanguard Ftse Emerging Marke | 0.49% | 375,164 | $16.3M | Add +11.6% |
| XLK SS Technology Select Sector | 0.48% | 73,825 | $15.9M | Reduce -30.1% |
| SCHG Schwab US Large-Cap Growth | 0.46% | 155,564 | $15.3M | Add +6.3% |
| SCHV Schwab US Large-Cap Value | 0.45% | 192,335 | $14.8M | Add +0.0% |
| SCHD Schwab US DVD Equity ETF | 0.44% | 176,196 | $14.5M | Reduce -8.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.43% | 223,231 | $14.3M | Add +10.8% |
| AVUS Avantis U.S. Equity ETF | 0.43% | 155,372 | $14.2M | Add +71.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.43% | 310,475 | $14.2M | Add +16.1% |
| JNJ Johnson & Johnson | 0.42% | 88,132 | $14.0M | Add +15.3% |
| DGRO iShares Core Dividend Growth | 0.41% | 228,661 | $13.7M | Reduce -12.2% |
| CVX Chevron Corp. | 0.41% | 87,153 | $13.6M | Reduce -3.2% |
| IWM iShares Russell 2000 ETF | 0.40% | 59,870 | $13.3M | Add +142.4% |
| SCHZ Schwab US Aggregate Bond ETF | 0.40% | 286,711 | $13.2M | Add +5.2% |
| V Visa Inc. Class A | 0.39% | 48,956 | $12.8M | Add +1.2% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.38% | 458,117 | $12.7M | Add +11.5% |
| XOM Exxon Mobil Corp. | 0.37% | 106,521 | $12.4M | Add +21.3% |
| COST Costco Wholesale Corp. | 0.37% | 15,043 | $12.3M | Add +7.0% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.37% | 121,994 | $12.1M | Reduce -4.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.37% | 258,884 | $12.1M | Add +11.0% |
| JPST JPMorgan Ultra-Short Income | 0.36% | 234,152 | $11.8M | Reduce -18.1% |
| IVW iShares S&P 500 Growth ETF | 0.35% | 130,329 | $11.7M | Add +8.8% |
| HD Home Depot Inc. | 0.35% | 32,128 | $11.6M | Add +21.7% |
| CSCO Cisco Systems Inc. | 0.34% | 237,847 | $11.4M | Add +17.2% |
| TLT iShares 20+ Year Treasury BD | 0.34% | 121,902 | $11.4M | Reduce -11.1% |
| MRK Merck & Co. Inc. | 0.34% | 88,568 | $11.3M | Add +0.5% |
| OHI Omega Healthcare Investors | 0.34% | 309,352 | $11.3M | Add +6.0% |
| RUNN Running Oak Efficient GR ETF | 0.34% | 354,712 | $11.3M | Add +0.7% |
| SECT Main Sector Rotation ETF | 0.34% | 214,276 | $11.1M | Add +10.3% |
| UNH Unitedhealth Group Inc. | 0.33% | 19,489 | $11.0M | Reduce -0.9% |
| TSLA Tesla Inc. | 0.33% | 47,000 | $10.9M | Add +0.3% |
| IVE iShares S&P 500 Value ETF | 0.32% | 55,431 | $10.5M | Add +10.1% |
| BALT Inn Defined Wealth Shield | 0.32% | 346,872 | $10.5M | New |
| BNDX Vanguard Total Intl Bond ETF | 0.31% | 207,291 | $10.2M | Add +10.8% |
| WMT Walmart Inc. | 0.31% | 145,087 | $10.1M | Reduce -0.2% |
| CGCP Cap Group Core Plus Income | 0.30% | 443,962 | $10.1M | Add +30.6% |
| BSV Vanguard Short-Term Bond ETF | 0.30% | 129,542 | $10.0M | Add +25.0% |
| VOOG Vanguard S&P 500 Growth ETF | 0.30% | 30,551 | $9.9M | Reduce -7.0% |
| VXF Vanguard Extended Market ETF | 0.30% | 55,614 | $9.9M | Reduce -3.4% |
| TFLO iShares Treasury Floating Ra | 0.30% | 195,054 | $9.9M | Add +317.7% |
| XLV SS Health Care Select Sector | 0.29% | 63,817 | $9.6M | Add +30.2% |
| AVGO Broadcom Inc. | 0.29% | 63,251 | $9.5M | Add +665.8% |
| XLF SS Financial Select Sector | 0.28% | 217,380 | $9.4M | Add +30.1% |
| PG The Procter & Gamble Co. | 0.28% | 55,165 | $9.4M | Reduce -1.3% |
| ORCL Oracle Corp. | 0.28% | 67,357 | $9.3M | Add +0.3% |
| ADBE Adobe Inc. | 0.28% | 17,237 | $9.2M | Reduce -4.8% |
| NFLX Netflix Inc. | 0.28% | 14,611 | $9.2M | Add +1.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.27% | 112,162 | $8.8M | Add +81.7% |
| IQLT iShares MSCI International Q | 0.26% | 218,133 | $8.5M | Add +5.5% |
| DVY iShares Select Dividend ETF | 0.25% | 65,146 | $8.4M | Reduce -1.9% |
| VMBS Vanguard Mortgage-Backed Sec | 0.25% | 181,007 | $8.3M | Add +14.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.25% | 157,874 | $8.2M | Add +7.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.25% | 75,329 | $8.2M | Add +54.6% |
| KBWP Invesco KBW Property & Casua | 0.25% | 75,737 | $8.1M | Reduce -1.2% |
| BUFF Innovator Laddered Allocatio | 0.24% | 187,186 | $8.1M | Add +15.4% |
| BND Vanguard Total Bond Market | 0.24% | 108,926 | $8.0M | Reduce -4.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 40,944 | $7.8M | Add +54.2% |
| QUAL iShares MSCI USA Quality Fac | 0.24% | 46,255 | $7.8M | Reduce -50.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.23% | 89,917 | $7.8M | Add +56.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.23% | 148,952 | $7.6M | Add +52.6% |
| SCHO Schwab Short-Term US Treas | 0.23% | 156,235 | $7.6M | Add +14.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 81,763 | $7.5M | Add +6.9% |
| ABBV Abbvie Inc. | 0.23% | 40,918 | $7.4M | Reduce -6.6% |
| IWF iShares Russell 1000 Growth | 0.22% | 20,716 | $7.3M | Add +8.1% |
| QCOM Qualcomm Inc. | 0.22% | 40,511 | $7.2M | Reduce -7.6% |
| XLI SS Industrial Select Sector | 0.22% | 56,883 | $7.2M | Add +3.0% |
| USHY iShares Broad Usd High Yield | 0.22% | 193,905 | $7.1M | New |
| VONG Vanguard Russell 1000 Growth | 0.21% | 77,282 | $7.0M | Add +16.1% |
| LMT Lockheed Martin Corp. | 0.21% | 13,203 | $7.0M | Reduce -12.1% |
| XLC SS Comm Select Sector SPDR | 0.21% | 81,016 | $6.8M | Reduce -52.2% |
| JUNM FT Vest US Eq Max Buf June | 0.20% | 220,613 | $6.8M | New |
| FLOT iShares Floating Rate Bond E | 0.20% | 131,149 | $6.7M | Add +1692.6% |
| VOTE TCW Transform 500 ETF | 0.20% | 104,342 | $6.6M | Reduce -1.2% |
| DOCT FT Vest U.S. Equity Deep Buf | 0.20% | 172,183 | $6.6M | Reduce -5.9% |
| GLD SPDR Gold Shares | 0.20% | 29,953 | $6.6M | Reduce -0.2% |
| CAT Caterpillar Inc. | 0.20% | 19,144 | $6.6M | Reduce -6.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.20% | 185,460 | $6.6M | Add +6.0% |
Options reported separately and not counted above: TSLA calls ($311K), NVDA puts ($16K), UCO calls ($6K).
Other holdings (2): bonds, preferreds, convertibles and warrants · $3.1M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 56,906 | $2.2M | Add +6.9% |
| FLAGSTAR BANK NA (FLG 6 11/01/51) | UNIT 05/07/2051 | 25,907 | $881K | New |
Total filed on the 13F, all lines: $3.3B.
Portfolio Sells Q1 2024 → Q2 2024
| MSFT Microsoft Corp. | Reduce -10.3% | 2.64% | −0.44 |
| QUAL iShares MSCI USA Quality Fac | Reduce -50.3% | 0.24% | −0.25 |
| XLC SS Comm Select Sector SPDR | Reduce -52.2% | 0.21% | −0.24 |
| XLY SS Consumer Disc Select Sect | Reduce -70.2% | 0.09% | −0.23 |
| XLK SS Technology Select Sector | Reduce -30.1% | 0.48% | −0.23 |
| GSLC Goldman Activebeta US LC ETF | Reduce -69.4% | 0.10% | −0.23 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -84.9% | 0.04% | −0.21 |
| DNOV FT Vest US Equity Deep Buffe | Reduce -69.1% | 0.09% | −0.21 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -10.8% | 0.61% | −0.12 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.2% | 1.29% | −0.11 |
| ITB iShares U.S. Home Constructi | Sold out | 0.00% | −0.11 |
| UCON First Trust Smith Unconstrai | Reduce -30.9% | 0.20% | −0.11 |
| JPST JPMorgan Ultra-Short Income | Reduce -18.1% | 0.36% | −0.11 |
| FIXD First Trust Smith Opportunis | Reduce -38.2% | 0.15% | −0.10 |
| SMH Vaneck Semiconductor ETF | Reduce -75.6% | 0.03% | −0.10 |
| LDSF First TR Low Duration St-ETF | Reduce -80.5% | 0.02% | −0.10 |
| JOET Virtus Terranova US Qual Mom | Sold out | 0.00% | −0.10 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -33.4% | 0.16% | −0.10 |
| RPG Invesco S&P 500 Pure Growth | Reduce -77.7% | 0.02% | −0.09 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -75.2% | 0.03% | −0.09 |
| IEF iShares 7-10 Year Treasury B | Reduce -38.1% | 0.12% | −0.09 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -25.2% | 0.19% | −0.08 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -65.0% | 0.04% | −0.07 |
| QYLD Global X Nasd 100 Cov Call | Reduce -66.6% | 0.03% | −0.07 |
| TLT iShares 20+ Year Treasury BD | Reduce -11.1% | 0.34% | −0.07 |
| DGRO iShares Core Dividend Growth | Reduce -12.2% | 0.41% | −0.07 |
| CVS CVS Health Corp. | Reduce -48.2% | 0.04% | −0.07 |
| AGGY Wisdomtree Yield Enhanced US | Sold out | 0.00% | −0.07 |
| KMB Kimberly-Clark Corp. | Reduce -45.5% | 0.08% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -1.7% | 1.50% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -8.6% | 0.44% | −0.06 |
| AEE Ameren Corporation | Reduce -55.4% | 0.05% | −0.06 |
| PFE Pfizer Inc. | Reduce -23.8% | 0.20% | −0.05 |
| GM General Motors Co. | Reduce -59.5% | 0.03% | −0.05 |
| GIS General Mills Inc. | Reduce -59.2% | 0.03% | −0.05 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | Sold out | 0.00% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -13.9% | 0.13% | −0.05 |
| HSY The Hershey Co. | Reduce -72.3% | 0.02% | −0.04 |
| TLTD NT Dev Exus Ftilt ETF | Sold out | 0.00% | −0.04 |
| CVX Chevron Corp. | Reduce -3.2% | 0.41% | −0.04 |
| D Dominion Energy Inc. | Reduce -76.3% | 0.01% | −0.04 |
| CAT Caterpillar Inc. | Reduce -6.7% | 0.20% | −0.04 |
| EZU iShares MSCI Eurozone ETF | Sold out | 0.00% | −0.04 |
| KIE SS SPDR S&P Insurance ETF | Reduce -39.1% | 0.06% | −0.04 |
| EWQ iShares MSCI France ETF | Sold out | 0.00% | −0.04 |
| IDV iShares International Select | Reduce -41.8% | 0.05% | −0.04 |
| AMR Alpha Metallurgical Resource | Reduce -41.5% | 0.04% | −0.04 |
| TAN Invesco Solar ETF | Reduce -68.0% | 0.02% | −0.04 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -46.4% | 0.04% | −0.04 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +0.7% | 4.48% | +0.77 |
| AGG iShares Core U.S. Aggregate | Add +69.6% | 0.85% | +0.32 |
| BALT Inn Defined Wealth Shield | New | 0.32% | +0.32 |
| IWM iShares Russell 2000 ETF | Add +142.4% | 0.40% | +0.23 |
| NVDA Nvidia Corp. | Add +8.3% | 1.13% | +0.23 |
| TFLO iShares Treasury Floating Ra | Add +317.7% | 0.30% | +0.22 |
| USHY iShares Broad Usd High Yield | New | 0.22% | +0.22 |
| JUNM FT Vest US Eq Max Buf June | New | 0.20% | +0.20 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +9.7% | 2.74% | +0.19 |
| FLOT iShares Floating Rate Bond E | Add +1692.6% | 0.20% | +0.19 |
| AVUS Avantis U.S. Equity ETF | Add +71.5% | 0.43% | +0.17 |
| TMFC Motley Fool 100 Index ETF | Add +502.3% | 0.19% | +0.16 |
| VOO Vanguard S&P 500 ETF | Add +13.1% | 1.37% | +0.13 |
| TBIL F/M US Treasury 3 Month Bill | Add +1657.5% | 0.14% | +0.13 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +81.7% | 0.27% | +0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +23.9% | 0.60% | +0.11 |
| NOBL Proshares S&P 500 Dividend A | Add +220.4% | 0.16% | +0.11 |
| DFAI Dimensional International Co. | Add +239.2% | 0.14% | +0.10 |
| CGDV Cap Group Dividend Value | Add +143.2% | 0.16% | +0.09 |
| AVLV Avantis US Large Cap Value | New | 0.08% | +0.08 |
| USMV iShares MSCI USA Min Vol Fac | Add +56.8% | 0.23% | +0.08 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +54.6% | 0.25% | +0.08 |
| IBM Intl Business Machines Corp. | Add +54.2% | 0.24% | +0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +16.2% | 0.68% | +0.07 |
| AVIG Avantis Core Fixed Income | Add +691.5% | 0.08% | +0.07 |
| JAAA Janus Henderson Aaa Clo ETF | Add +52.6% | 0.23% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +14.0% | 1.05% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +5.8% | 0.63% | +0.07 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +94.1% | 0.13% | +0.07 |
| TSLA Tesla Inc. | Add +0.3% | 0.33% | +0.07 |
| CGCP Cap Group Core Plus Income | Add +30.6% | 0.30% | +0.06 |
| XLF SS Financial Select Sector | Add +30.1% | 0.28% | +0.06 |
| CGGR Cap Group Growth Equity | Add +145.0% | 0.10% | +0.06 |
| XLV SS Health Care Select Sector | Add +30.2% | 0.29% | +0.06 |
| BITU Proshares Ultra Bitcoin ETF | New | 0.06% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +1.5% | 0.80% | +0.05 |
| EFA iShares MSCI Eafe ETF | Add +92.9% | 0.12% | +0.05 |
| BSV Vanguard Short-Term Bond ETF | Add +25.0% | 0.30% | +0.05 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +87.5% | 0.11% | +0.05 |
| FLQM Franklin U.S. Mid Cap Multif | Add +172.3% | 0.08% | +0.05 |
| XOM Exxon Mobil Corp. | Add +21.3% | 0.37% | +0.05 |
| OHI Omega Healthcare Investors | Add +6.0% | 0.34% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +11.6% | 0.49% | +0.04 |
| CMCSA Comcast Corp. Class A | Add +84.7% | 0.11% | +0.04 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +326.5% | 0.05% | +0.04 |
| AVUV Avantis US Small Cap Value | Add +29.8% | 0.18% | +0.04 |
| COST Costco Wholesale Corp. | Add +7.0% | 0.37% | +0.04 |
| CVI CVR Energy Inc. | New | 0.04% | +0.04 |
| SPHY SS SPDR P High Yield ETF | New | 0.04% | +0.04 |
| HPQ HP Inc. | Add +108.9% | 0.07% | +0.04 |
Options Activity Q1 2024 → Q2 2024
| TSLA Tesla Inc. | call | Reduce -13.6% | 19,000 | $311K |
| NVDA Nvidia Corp. | put | New | 14,200 | $16K |
| UCO Proshares Ultra Bloomberg CR | call | New | 20,000 | $6K |
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
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +6.9% | 56,906 | $2.2M |
| GREAT AJAX CORP (RPT 7.25 04/30/24) | 7.25 CV SR NT 24 | Sold out | 39,908 | $994Kbefore exit |
| FLAGSTAR BANK NA (FLG 6 11/01/51) | UNIT 05/07/2051 | New | 25,907 | $881K |
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 | 1,374 | $5.3B | SPY, IEF, AAPL, IVV, BRK.B |
| Q1 2026 | 1,306 | $4.7B | SPY, IEF, AAPL, IVV, SGOV |
| Q4 2025 | 1,286 | $4.7B | SPY, IEF, AAPL, IVV, MSFT |
| Q3 2025 | 1,274 | $4.5B | SPY, IEF, AAPL, IVV, MSFT |
| Q2 2025 | 1,168 | $4.0B | SPY, IEF, AAPL, IVV, MSFT |
| Q1 2025 | 1,077 | $3.5B | SPY, IEF, AAPL, BRK.B, IVV |
| Q4 2024 | 1,064 | $3.5B | GOVT, SPY, AAPL, IVV, BRK.B |
| Q3 2024 | 1,081 | $3.4B | GOVT, SPY, AAPL, IVV, BRK.B |
| Q2 2024 | 1,075 | $3.3B | GOVT, SPY, AAPL, IVV, BRK.B |
| Q1 2024 | 1,076 | $3.1B | GOVT, SPY, AAPL, IVV, MSFT |