Mutual Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Mutual Advisors, LLC reported 1,286 stock positions worth $4.7 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 5.8% of the portfolio, followed by iShares 7-10 Year Treasury B (IEF, 4.4%) and Apple (AAPL, 3.8%). Compared with Q3 2025, it opened 77 new positions, sold out of 66, added to 605 and reduced 502. The biggest buy was Eli Lilly (LLY, shares +0%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001694080
- Portfolio Value
- $4.7B (Q4 2025)
- SEC Filing
- 0001986152-26-000005 ↗ filed Feb 2, 2026
Holdings Value
Holdings 1,286 stocks · $4.7B
| SPY SS SPDR S&P 500 ETF Trust-US | 5.78% | 394,965 | $269.3M | Add +1.7% |
| IEF iShares 7-10 Year Treasury B | 4.35% | 2,109,337 | $202.8M | Add +2.9% |
| AAPL Apple Inc. | 3.81% | 654,138 | $177.8M | Add +2.1% |
| IVV iShares Core S&P 500 ETF | 3.13% | 213,258 | $146.1M | Reduce -1.6% |
| MSFT Microsoft Corp. | 2.32% | 223,534 | $108.1M | Add +4.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.27% | 210,651 | $105.9M | Add +1.8% |
| SGOV iShares 0-3 Month Treasury B | 2.17% | 1,008,955 | $101.3M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 1.52% | 65,809 | $70.7M | Add +0.1% |
| NVDA Nvidia Corp. | 1.39% | 347,535 | $64.8M | Add +2.3% |
| VOO Vanguard S&P 500 ETF | 1.27% | 94,448 | $59.2M | Add +3.4% |
| AMZN Amazon.com Inc. | 1.09% | 219,890 | $50.8M | Reduce -0.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.06% | 914,056 | $49.2M | Add +26.3% |
| VEA Vanguard Ftse Developed ETF | 1.05% | 782,065 | $48.9M | Add +5.8% |
| GOOGL Alphabet Inc. Class A | 0.93% | 138,362 | $43.3M | Add +1.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.90% | 68,638 | $42.2M | Add +2.1% |
| GOOG Alphabet Inc. Class C | 0.88% | 130,160 | $40.8M | Reduce -0.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.75% | 380,353 | $34.8M | Reduce -14.7% |
| META Meta Platforms Inc. Class A | 0.73% | 51,264 | $33.8M | Add +5.8% |
| JPM JPMorgan Chase & Co. | 0.68% | 98,604 | $31.8M | Reduce -0.7% |
| VWO Vanguard Ftse Emerging Marke | 0.65% | 567,270 | $30.5M | Add +7.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 89,637 | $30.1M | Add +3.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.61% | 536,625 | $28.4M | Reduce -6.5% |
| VYM Vanguard High DVD Yield ETF | 0.61% | 197,082 | $28.3M | Reduce -0.3% |
| TSLA Tesla Inc. | 0.58% | 59,737 | $26.9M | Reduce -0.8% |
| VIG Vanguard Dividend Apprec ETF | 0.57% | 120,240 | $26.4M | Add +0.7% |
| CBSH Commerce Bancshares Inc. | 0.55% | 492,663 | $25.8M | Add +5.1% |
| AGG iShares Core U.S. Aggregate | 0.54% | 253,683 | $25.3M | Add +121.3% |
| AVGO Broadcom Inc. | 0.52% | 69,938 | $24.2M | Add +1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.52% | 125,729 | $24.0M | Add +1.2% |
| SCHG Schwab US Large-Cap Growth | 0.50% | 714,694 | $23.3M | Reduce -2.3% |
| PJAN Innovator U.S. Equity Power | 0.42% | 419,512 | $19.7M | Reduce -2.9% |
| CGGR Cap Group Growth Equity | 0.39% | 413,560 | $18.4M | Add +5.0% |
| NJAN Innovator Growth 100 Power B | 0.39% | 331,717 | $18.2M | Reduce -5.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.39% | 298,086 | $18.1M | Reduce -5.0% |
| SCHV Schwab US Large-Cap Value | 0.38% | 599,323 | $17.7M | Reduce -1.2% |
| COST Costco Wholesale Corp. | 0.37% | 20,117 | $17.3M | Add +2.5% |
| JCPB JPMorgan Core Plus Bond ETF | 0.36% | 357,640 | $16.9M | Add +4.0% |
| XLK SS Technology Select Sector | 0.36% | 117,439 | $16.9M | Add +0.3% |
| IVW iShares S&P 500 Growth ETF | 0.36% | 136,417 | $16.8M | Reduce -1.9% |
| DGRO iShares Core Dividend Growth | 0.35% | 237,661 | $16.5M | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.35% | 33,714 | $16.4M | Add +3.3% |
| SCHZ Schwab US Aggregate Bond ETF | 0.35% | 690,824 | $16.1M | Add +1.1% |
| PYLD PIMCO Multisector Bond Actv | 0.34% | 594,973 | $15.9M | Add +18.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.33% | 193,974 | $15.6M | Reduce -8.6% |
| V Visa Inc. Class A | 0.33% | 44,129 | $15.5M | Reduce -1.6% |
| SECT Main Sector Rotation ETF | 0.32% | 234,209 | $15.1M | Add +4.1% |
| OHI Omega Healthcare Investors | 0.32% | 340,395 | $15.1M | Add +4.0% |
| VGT Vanguard Info Tech ETF | 0.31% | 19,034 | $14.3M | Reduce -23.7% |
| AMD Advanced Micro Devices | 0.30% | 66,040 | $14.1M | Add +1.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.30% | 303,265 | $14.1M | Reduce -1.1% |
| CVX Chevron Corp. | 0.30% | 91,883 | $14.0M | Add +1.6% |
| WMT Walmart Inc. | 0.29% | 123,388 | $13.7M | Reduce -0.2% |
| SCHD Schwab US DVD Equity ETF | 0.29% | 494,351 | $13.6M | Reduce -4.9% |
| GLD SPDR Gold Shares | 0.29% | 33,827 | $13.4M | Add +18.0% |
| NFLX Netflix Inc. | 0.28% | 141,659 | $13.3M | Reduce -0.8% |
| IAU iShares Gold Trust | 0.28% | 162,082 | $13.2M | Add +15.7% |
| JPST JPMorgan Ultra-Short Income | 0.28% | 255,934 | $12.9M | Add +3.1% |
| ICSH iShares Ultra Short Duration | 0.27% | 250,807 | $12.7M | Reduce -15.3% |
| VONG Vanguard Russell 1000 Growth | 0.27% | 103,311 | $12.6M | Reduce -13.4% |
| GSY Invesco Ultra Short Duration | 0.27% | 248,690 | $12.5M | Add +1.8% |
| XOM Exxon Mobil Corp. | 0.27% | 103,669 | $12.5M | Reduce -5.5% |
| XLC SS Comm Select Sector SPDR | 0.27% | 105,846 | $12.5M | Reduce -1.4% |
| RUNN Running Oak Efficient GR ETF | 0.27% | 373,072 | $12.4M | Reduce -17.0% |
| SMH Vaneck Semiconductor ETF | 0.27% | 34,528 | $12.4M | Reduce -4.7% |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 69,689 | $12.4M | Reduce -6.4% |
| FTSM First Trust Enh Short Mat FD | 0.26% | 204,193 | $12.2M | Reduce -20.4% |
| IVE iShares S&P 500 Value ETF | 0.26% | 56,300 | $11.9M | Add +7.0% |
| SPMO Invesco S&P 500 Momentum ETF | 0.25% | 99,490 | $11.9M | Add +7.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.25% | 233,293 | $11.8M | Reduce -9.8% |
| GOVT iShares US Treasury Bond ETF | 0.25% | 509,904 | $11.7M | Add +68.0% |
| JNJ Johnson & Johnson | 0.25% | 56,614 | $11.7M | Add +0.6% |
| CSCO Cisco Systems Inc. | 0.24% | 147,823 | $11.4M | Reduce -4.3% |
| ORCL Oracle Corp. | 0.24% | 58,245 | $11.4M | Add +7.2% |
| KBWP Invesco KBW Property & Casua | 0.24% | 89,150 | $11.3M | Add +4.7% |
| CGCP Cap Group Core Plus Income | 0.24% | 496,370 | $11.2M | Reduce -0.9% |
| CIBR First Trust Nasdaq Cybersecu | 0.24% | 154,807 | $11.1M | Add +7.0% |
| BSV Vanguard Short-Term Bond ETF | 0.24% | 139,776 | $11.0M | Add +3.8% |
| VXF Vanguard Extended Market ETF | 0.23% | 52,398 | $11.0M | Add +2.4% |
| BUFF Innovator Laddered Allocatio | 0.23% | 217,378 | $10.8M | Add +0.8% |
| BNDX Vanguard Total Intl Bond ETF | 0.23% | 223,157 | $10.8M | Add +3.6% |
| FTEC Fidelity MSCI Info Tech Indx | 0.23% | 46,690 | $10.5M | Add +5.2% |
| SCHO Schwab Short-Term US Treas | 0.22% | 428,919 | $10.5M | Add +1.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.22% | 128,825 | $10.4M | Add +0.6% |
| CAT Caterpillar Inc. | 0.22% | 17,954 | $10.3M | Reduce -1.6% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.22% | 235,209 | $10.3M | Add +3.7% |
| BND Vanguard Total Bond Market | 0.22% | 138,255 | $10.2M | Reduce -0.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.22% | 122,833 | $10.2M | Add +0.2% |
| VOOG Vanguard S&P 500 Growth ETF | 0.22% | 22,664 | $10.1M | Add +4.4% |
| VOTE TCW Transform 500 ETF | 0.22% | 125,146 | $10.0M | Reduce -0.6% |
| MISL First Trust Indxx Aero & Def | 0.21% | 232,220 | $9.9M | Add +2.5% |
| HD Home Depot Inc. | 0.21% | 28,829 | $9.9M | Add +8.1% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.21% | 85,217 | $9.8M | Reduce -5.1% |
| XLG Invesco S&P 500 Top 50 ETF | 0.21% | 163,906 | $9.7M | Add +18.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.21% | 217,111 | $9.6M | Add +4.0% |
| IQLT iShares MSCI International Q | 0.21% | 211,746 | $9.6M | Add +12.6% |
| VMBS Vanguard Mortgage-Backed Sec | 0.21% | 203,887 | $9.6M | Add +31.7% |
| BALT Inn Defined Wealth Shield | 0.20% | 284,038 | $9.5M | Add +16.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 32,049 | $9.5M | Add +0.9% |
| IBIT iShares Bitcoin Trust ETF | 0.20% | 186,429 | $9.3M | Add +5.8% |
| CANQ Calamos Nasdaq Equity & Inco | 0.20% | 310,729 | $9.3M | Add +3.8% |
Options reported separately and not counted above: TSLA calls ($969K).
Other holdings (3): bonds, preferreds, convertibles and warrants · $2.5M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| FLAGSTAR BANK NA (FLG 6 11/01/51) | UNIT 05/07/2051 | 32,055 | $1.3M | Add +0.0% |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 50,985 | $982K | Add +3.8% |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 3,551 | $211K | New |
Total filed on the 13F, all lines: $4.7B.
Portfolio Sells Q3 2025 → Q4 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -14.7% | 0.75% | −0.16 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -63.7% | 0.06% | −0.12 |
| VGT Vanguard Info Tech ETF | Reduce -23.7% | 0.31% | −0.11 |
| KDEC Inn US SML Cap P B ETF - Dec | Sold out | 0.00% | −0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -1.6% | 3.13% | −0.09 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -25.6% | 0.12% | −0.09 |
| FTSM First Trust Enh Short Mat FD | Reduce -20.4% | 0.26% | −0.08 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.07 |
| RUNN Running Oak Efficient GR ETF | Reduce -17.0% | 0.27% | −0.07 |
| YCS Proshares Ultrashort Yen | Sold out | 0.00% | −0.07 |
| IVOL Quadratic Int Rte Vol Infl H | Sold out | 0.00% | −0.07 |
| SGOV iShares 0-3 Month Treasury B | Reduce -0.1% | 2.17% | −0.07 |
| NFLX Netflix Inc. | Reduce -0.8% | 0.28% | −0.07 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -6.5% | 0.61% | −0.06 |
| FIIG FT Intermed Dur Ig Corp. ETF | Reduce -69.0% | 0.03% | −0.06 |
| LMBS First Trust Low Duration Opp | Reduce -24.6% | 0.16% | −0.06 |
| ICSH iShares Ultra Short Duration | Reduce -15.3% | 0.27% | −0.06 |
| VONG Vanguard Russell 1000 Growth | Reduce -13.4% | 0.27% | −0.05 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -12.1% | 0.19% | −0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -8.6% | 0.33% | −0.04 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -9.8% | 0.25% | −0.04 |
| ETHT Proshares Ultra Ether ETF | Sold out | 0.00% | −0.03 |
| FISV Fiserv Inc. | Reduce -56.9% | 0.01% | −0.03 |
| NOW ServiceNow Inc. | Reduce -23.6% | 0.05% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -6.4% | 0.27% | −0.03 |
| JEPI JPMorgan Equity Premium Inco | Reduce -12.8% | 0.16% | −0.03 |
| SMR Nuscale Power Corp. | Reduce -3.2% | 0.02% | −0.03 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -11.3% | 0.15% | −0.03 |
| ACH Accendra Health Inc. | Sold out | 0.00% | −0.03 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.02 |
| COIN Coinbase Global Inc. Class A | Reduce -5.5% | 0.04% | −0.02 |
| NJAN Innovator Growth 100 Power B | Reduce -5.7% | 0.39% | −0.02 |
| VONV Vanguard Russell 1000 Value | Reduce -15.0% | 0.13% | −0.02 |
| DINO HF Sinclair Corp. | Reduce -38.4% | 0.02% | −0.02 |
| RFIX Simplify Bond Bull ETF | Sold out | 0.00% | −0.02 |
| MARA Mara Holdings Inc. | Reduce -6.6% | 0.02% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -5.4% | 0.12% | −0.02 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -5.0% | 0.39% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -21.4% | 0.07% | −0.02 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -24.7% | 0.06% | −0.02 |
| DIS The Walt Disney Co. | Reduce -10.7% | 0.15% | −0.02 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -18.8% | 0.08% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.3% | 0.50% | −0.02 |
| MYRG MYR Group Inc./Delaware | Sold out | 0.00% | −0.02 |
| BITU Proshares Ultra Bitcoin ETF | Sold out | 0.00% | −0.02 |
| TSLA Tesla Inc. | Reduce -0.8% | 0.58% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -4.9% | 0.29% | −0.02 |
| DK Delek US Holdings Inc. | Reduce -39.8% | 0.02% | −0.02 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -14.8% | 0.08% | −0.02 |
| TLT iShares 20+ Year Treasury BD | Reduce -29.6% | 0.03% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| LLY Eli Lilly & Co. | Add +0.1% | 1.52% | +0.33 |
| AGG iShares Core U.S. Aggregate | Add +121.3% | 0.54% | +0.29 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +26.3% | 1.06% | +0.19 |
| GOOGL Alphabet Inc. Class A | Add +1.4% | 0.93% | +0.17 |
| AAPL Apple Inc. | Add +2.1% | 3.81% | +0.15 |
| HNGE Hinge Health Inc. Class A | New | 0.13% | +0.13 |
| BAI Ishrs AI in and Tech Act ETF | Add +293.2% | 0.13% | +0.10 |
| GOVT iShares US Treasury Bond ETF | Add +68.0% | 0.25% | +0.10 |
| LQTI FT Vest Invst GRD TRGT I ETF | New | 0.08% | +0.08 |
| CEF Sprott Physical Gold and Sil | Add +64.6% | 0.16% | +0.08 |
| PHYL Pgim Active High Yield Bond | New | 0.06% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +5.8% | 1.05% | +0.05 |
| GLD SPDR Gold Shares | Add +18.0% | 0.29% | +0.05 |
| VMBS Vanguard Mortgage-Backed Sec | Add +31.7% | 0.21% | +0.04 |
| IAU iShares Gold Trust | Add +15.7% | 0.28% | +0.04 |
| PYLD PIMCO Multisector Bond Actv | Add +18.4% | 0.34% | +0.04 |
| VOOV Vanguard S&P 500 Value ETF | Add +27.5% | 0.20% | +0.04 |
| BPRE Bluerock Private Real Estate | New | 0.04% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.8% | 2.27% | +0.04 |
| QLTY GMO U.S. Quality ETF | Add +91.7% | 0.07% | +0.03 |
| SYSB iShares Systematic Bond ETF | Add +345.4% | 0.04% | +0.03 |
| XLG Invesco S&P 500 Top 50 ETF | Add +18.0% | 0.21% | +0.03 |
| QBUF Innv Nasdaq -100 10 B - QRT | Add +21.1% | 0.19% | +0.03 |
| OHI Omega Healthcare Investors | Add +4.0% | 0.32% | +0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +62.5% | 0.08% | +0.03 |
| JNK SS SPDR BB High Yield Bond | New | 0.03% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.7% | 5.78% | +0.03 |
| MRK Merck & Co. Inc. | Add +1.1% | 0.18% | +0.03 |
| SIVR Abrdn Physical Silver Shares | Add +9.1% | 0.08% | +0.03 |
| ANGL Vaneck Fallen Angel High YLD | New | 0.03% | +0.03 |
| SPHY SS SPDR P High Yield ETF | New | 0.03% | +0.03 |
| FDIV Marketdsk Focused US DVD ETF | New | 0.03% | +0.03 |
| FMB First Trust Managed Municipa | Add +75.3% | 0.07% | +0.03 |
| XLY SS Consumer Disc Select Sect | Add +34.8% | 0.12% | +0.03 |
| VZ Verizon Communications Inc. | Add +16.6% | 0.16% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +3.4% | 1.27% | +0.03 |
| BALT Inn Defined Wealth Shield | Add +16.1% | 0.20% | +0.03 |
| NVDA Nvidia Corp. | Add +2.3% | 1.39% | +0.03 |
| SHYL Xtrackers SHRT Dur High Yiel | Add +107.0% | 0.05% | +0.02 |
| USHY iShares Broad Usd High Yield | Add +137.1% | 0.04% | +0.02 |
| MU Micron Technology Inc. | Add +0.6% | 0.09% | +0.02 |
| FMTM Mrktdsk Foc US Mmntm ETF | Add +45.6% | 0.07% | +0.02 |
| OMC Omnicom Group | Add +138.3% | 0.04% | +0.02 |
| GOLD Gold.com Inc. | New | 0.02% | +0.02 |
| BTU Peabody Energy Corp. | New | 0.02% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +0.2% | 0.13% | +0.02 |
| FOXF Fox Factory Holding Corp. | New | 0.02% | +0.02 |
| KBWP Invesco KBW Property & Casua | Add +4.7% | 0.24% | +0.02 |
| RDVY First Trust Rising Dividend | Add +18.2% | 0.13% | +0.02 |
| CPER United States Copper Index | New | 0.02% | +0.02 |
Options Activity Q3 2025 → Q4 2025
| TSLA Tesla Inc. | call | Reduce -7.2% | 7,700 | $969K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2025 → Q4 2025
| FLAGSTAR BANK NA (FLG 6 11/01/51) | UNIT 05/07/2051 | Add +0.0% | 32,055 | $1.3M |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +3.8% | 50,985 | $982K |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | New | 3,551 | $211K |
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 |