OneDigital Investment Advisors LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), OneDigital Investment Advisors LLC reported 1,082 stock positions worth $6.4 billion. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 6.9% of the portfolio, followed by Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 3.8%) and iShares Core S&P 500 ETF (IVV, 2.5%). Compared with Q4 2023, it opened 72 new positions, sold out of 89, added to 515 and reduced 445. The biggest buy was Ishrs US E F R A ETF-Usd (DYNF, shares +21632%) and the biggest sale iShares Treasury Floating Ra (TFLO, shares −80%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0001690370
- Portfolio Value
- $6.4B (Q1 2024)
- SEC Filing
- 0001690370-24-000003 ↗ filed May 10, 2024
Holdings Value
Holdings 1,082 stocks · $6.4B
| SPYM Ste STR SPDR PT S&P 500 ETF | 6.89% | 7,126,502 | $438.5M | Reduce -9.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.84% | 5,361,032 | $244.4M | Add +44.0% |
| IVV iShares Core S&P 500 ETF | 2.47% | 298,476 | $156.9M | Reduce -6.9% |
| VOO Vanguard S&P 500 ETF | 1.96% | 259,136 | $124.6M | Add +4.3% |
| QUAL iShares MSCI USA Quality Fac | 1.92% | 742,628 | $122.1M | Reduce -10.7% |
| MBB iShares MBS ETF | 1.92% | 1,318,925 | $121.9M | Add +8.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.77% | 2,541,827 | $112.9M | Add +21632.5% |
| SCHG Schwab US Large-Cap Growth | 1.77% | 1,216,087 | $112.8M | Add +106.8% |
| AAPL Apple Inc. | 1.48% | 548,627 | $94.1M | Add +3.3% |
| MSFT Microsoft Corp. | 1.45% | 219,508 | $92.4M | Add +2.3% |
| DFSD Dimensional Short Duration | 1.31% | 1,768,917 | $83.2M | Add +39.5% |
| DFCF Dimensional Core Fixed Inc. | 1.24% | 1,876,728 | $78.7M | Add +36.5% |
| GSLC Goldman Activebeta US LC ETF | 1.23% | 753,197 | $78.2M | Add +2.0% |
| SCHZ Schwab US Aggregate Bond ETF | 1.21% | 1,676,446 | $77.1M | Reduce -9.4% |
| DFAC Dimensional US Core Equity 2 | 1.21% | 2,411,118 | $77.0M | Add +3.4% |
| EFV iShares MSCI Eafe Value ETF | 1.20% | 1,401,514 | $76.2M | Reduce -18.0% |
| MUB iShares National Muni Bond E | 1.19% | 701,546 | $75.5M | Add +26.2% |
| MOAT Vaneck Morningstar Wide Moat | 1.12% | 794,349 | $71.4M | Reduce -7.8% |
| EFG iShares MSCI Eafe Growth ETF | 1.07% | 658,820 | $68.4M | Add +5.0% |
| IYW iShares Ustechnology ETF | 1.06% | 498,598 | $67.3M | Add +16.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.05% | 1,326,681 | $67.1M | Add +18.2% |
| AVUS Avantis U.S. Equity ETF | 1.02% | 722,556 | $64.7M | Add +2.4% |
| IVE iShares S&P 500 Value ETF | 0.97% | 329,331 | $61.5M | Add +268.0% |
| IVW iShares S&P 500 Growth ETF | 0.95% | 713,891 | $60.3M | Reduce -32.7% |
| DFAI Dimensional International Co. | 0.93% | 1,955,812 | $59.1M | Add +41.3% |
| AMZN Amazon.com Inc. | 0.90% | 318,038 | $57.4M | Add +1.3% |
| VT Vanguard Tot World STK ETF | 0.83% | 478,057 | $52.8M | Add +292.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.83% | 710,061 | $52.7M | Add +4.2% |
| BOND PIMCO Active Bond Exchange-T | 0.81% | 561,251 | $51.6M | Add +8.8% |
| CVS CVS Health Corp. | 0.74% | 591,298 | $47.2M | Add +1.8% |
| SCHV Schwab US Large-Cap Value | 0.73% | 612,654 | $46.5M | Reduce -3.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.70% | 172,591 | $44.9M | Add +12.4% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.70% | 1,602,578 | $44.8M | Reduce -8.2% |
| DUHP Dimensional US High Profi Et | 0.68% | 1,377,498 | $43.5M | Add +26.4% |
| GOOGL Alphabet Inc. Class A | 0.63% | 267,387 | $40.4M | Add +2.8% |
| AVDE Avantis International Equity | 0.62% | 623,491 | $39.7M | Reduce -2.5% |
| DGRW Wisdomtree U.S. Quality Divi | 0.60% | 497,105 | $37.9M | Add +4.2% |
| SCHB Schwab US Broad Market ETF | 0.58% | 606,524 | $37.0M | Reduce -5.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.57% | 633,252 | $36.5M | Add +120.3% |
| GSEW Goldman Sachs Eql WGHT Large | 0.56% | 490,125 | $35.7M | Reduce -15.0% |
| DFAU Dimensional US Core Equity M | 0.55% | 957,204 | $35.0M | Add +106.0% |
| DFLV Dim US Large Cap Value ETF | 0.54% | 1,154,705 | $34.6M | Add +47.7% |
| SCHM Schwab US Mid Cap ETF | 0.52% | 403,977 | $32.9M | Reduce -7.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.51% | 616,035 | $32.3M | New |
| AGG iShares Core U.S. Aggregate | 0.47% | 305,531 | $29.9M | Add +65.0% |
| OEF iShares S&P 100 ETF | 0.47% | 120,528 | $29.8M | Reduce -48.3% |
| NTSX Wisdomtree US Efficient Core | 0.47% | 704,799 | $29.8M | Reduce -0.3% |
| GSIE Goldman Sachs Activebeta Int | 0.47% | 867,697 | $29.8M | Add +4.4% |
| NVDA Nvidia Corp. | 0.47% | 32,839 | $29.7M | Reduce -22.4% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.46% | 841,310 | $29.3M | Add +10833.2% |
| JPM JPMorgan Chase & Co. | 0.45% | 143,170 | $28.7M | Reduce -4.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.45% | 54,627 | $28.6M | Add +0.2% |
| EMB iShares JP Morgan Usd Emergi | 0.43% | 303,982 | $27.3M | Reduce -9.2% |
| BND Vanguard Total Bond Market | 0.42% | 368,285 | $26.7M | Reduce -1.0% |
| TIP iShares Tips Bond ETF | 0.42% | 246,269 | $26.5M | Add +9.4% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.37% | 792,525 | $23.3M | Reduce -48.0% |
| IJH iShares Core S&P Midcap ETF | 0.37% | 383,892 | $23.3M | Reduce -11.2% |
| DFAX Dimensional World Ex US Core | 0.36% | 911,084 | $23.2M | Reduce -1.2% |
| VOOV Vanguard S&P 500 Value ETF | 0.36% | 126,976 | $22.9M | Reduce -16.8% |
| SCHD Schwab US DVD Equity ETF | 0.35% | 273,999 | $22.1M | Reduce -15.8% |
| MTUM iShares MSCI USA Momentum Fa | 0.34% | 115,906 | $21.7M | Reduce -42.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.34% | 495,360 | $21.3M | Reduce -7.1% |
| IWF iShares Russell 1000 Growth | 0.33% | 62,517 | $21.1M | Add +72.8% |
| IJR iShares Core S&P Small-Cap E | 0.33% | 188,685 | $20.9M | Reduce -15.4% |
| IAU iShares Gold Trust | 0.32% | 483,461 | $20.3M | Reduce -0.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.32% | 242,224 | $20.2M | Reduce -47.3% |
| RSP Invesco S&P 500 Equal Weight | 0.32% | 119,153 | $20.2M | Reduce -1.3% |
| DFIC Dimensional International Co. | 0.32% | 750,612 | $20.1M | Add +19.8% |
| FMB First Trust Managed Municipa | 0.31% | 382,541 | $19.6M | Add +10.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.31% | 381,053 | $19.5M | Add +9.2% |
| IEMG iShares Core MSCI Emerging | 0.31% | 377,139 | $19.5M | Add +11.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.30% | 326,194 | $19.1M | Add +5.2% |
| CORP PIMCO Inv Grade Corp. BD ETF | 0.30% | 198,222 | $19.0M | Add +21.5% |
| IXC iShares Global Energy ETF | 0.30% | 438,199 | $18.8M | Add +37.4% |
| VNLA Janus Henderson Short Durati | 0.29% | 379,132 | $18.4M | Reduce -10.3% |
| BSV Vanguard Short-Term Bond ETF | 0.28% | 233,752 | $17.9M | Add +11.5% |
| UNH Unitedhealth Group Inc. | 0.27% | 35,208 | $17.4M | Reduce -1.5% |
| SVOL Simplify Volatility Premium | 0.27% | 765,140 | $17.3M | Reduce -4.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 38,955 | $17.3M | Add +8.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 40,411 | $17.0M | Add +5.1% |
| SPAB SS SPDR P Agg Bond ETF | 0.26% | 663,877 | $16.8M | Add +2.1% |
| NTSI Wisdomtree International Eff | 0.26% | 445,950 | $16.5M | Add +0.9% |
| VIG Vanguard Dividend Apprec ETF | 0.26% | 90,215 | $16.5M | Reduce -17.4% |
| V Visa Inc. Class A | 0.26% | 58,200 | $16.2M | Reduce -22.9% |
| USIG iShares Broad Usd Investment | 0.26% | 319,832 | $16.2M | Add +5.6% |
| SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS | 0.25% | 421,707 | $16.2M | Add +4.0% |
| IGEB iShares Investment Grade SYS | 0.25% | 359,690 | $16.1M | Add +15.1% |
| META Meta Platforms Inc. Class A | 0.25% | 32,776 | $15.9M | Reduce -3.9% |
| AGGM iShares 1-10 Year U.S. Aggre | 0.25% | 152,803 | $15.8M | Reduce -0.6% |
| IWB iShares Russell 1000 ETF | 0.25% | 54,626 | $15.7M | Add +9.8% |
| SCHF Schwab Intl Equity ETF | 0.24% | 398,278 | $15.5M | Reduce -37.0% |
| MCD McDonald's Corp. | 0.23% | 52,490 | $14.8M | Add +60.9% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.23% | 345,271 | $14.7M | Add +16.1% |
| BA The Boeing Co. | 0.23% | 75,754 | $14.6M | Add +21.6% |
| CRM Salesforce Inc. | 0.22% | 47,264 | $14.2M | Add +17.9% |
| PG The Procter & Gamble Co. | 0.22% | 86,124 | $14.0M | Add +8.0% |
| SCHA Schwab US Small-Cap ETF | 0.22% | 281,729 | $13.9M | Reduce -1.0% |
| TLT iShares 20+ Year Treasury BD | 0.22% | 145,574 | $13.8M | Reduce -1.2% |
| XOM Exxon Mobil Corp. | 0.21% | 117,642 | $13.7M | Add +2.5% |
| WMT Walmart Inc. | 0.21% | 227,262 | $13.7M | Reduce -0.2% |
Other holdings (5): bonds, preferreds, convertibles and warrants · $941K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 411 | $501K | No change |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 287 | $343K | No change |
| PROSPECT CAPITAL CORP (PSEC 6.375 03/01/25) | NOTE 6.375% 3/0 · principal | 45,000 | $45K | No change |
| SEATW Vivid Seats Inc. -CW26 | *W EXP 10/18/202 | 32,800 | $30K | No change |
| MSPRW MSP Recovery Inc. -27 | *W EXP 05/20/202 | 6,377,310 | $23K | Reduce -0.2% |
Total filed on the 13F, all lines: $6.4B.
Portfolio Sells Q4 2023 → Q1 2024
| TFLO iShares Treasury Floating Ra | Reduce -79.6% | 0.19% | −0.85 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -9.9% | 6.89% | −0.85 |
| IVW iShares S&P 500 Growth ETF | Reduce -32.7% | 0.95% | −0.45 |
| OEF iShares S&P 100 ETF | Reduce -48.3% | 0.47% | −0.44 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Reduce -48.0% | 0.37% | −0.40 |
| EFV iShares MSCI Eafe Value ETF | Reduce -18.0% | 1.20% | −0.36 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -47.3% | 0.32% | −0.31 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -9.4% | 1.21% | −0.30 |
| PANW Palo Alto Networks Inc. | Reduce -80.4% | 0.05% | −0.26 |
| QUAL iShares MSCI USA Quality Fac | Reduce -10.7% | 1.92% | −0.22 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -55.1% | 0.15% | −0.22 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -42.9% | 0.34% | −0.22 |
| IVV iShares Core S&P 500 ETF | Reduce -6.9% | 2.47% | −0.21 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -44.3% | 0.21% | −0.21 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -8.2% | 0.70% | −0.18 |
| SCHF Schwab Intl Equity ETF | Reduce -37.0% | 0.24% | −0.16 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -7.8% | 1.12% | −0.16 |
| GSEW Goldman Sachs Eql WGHT Large | Reduce -15.0% | 0.56% | −0.12 |
| IJR iShares Core S&P Small-Cap E | Reduce -15.4% | 0.33% | −0.10 |
| EMB iShares JP Morgan Usd Emergi | Reduce -9.2% | 0.43% | −0.09 |
| V Visa Inc. Class A | Reduce -22.9% | 0.26% | −0.09 |
| VOOV Vanguard S&P 500 Value ETF | Reduce -16.8% | 0.36% | −0.09 |
| SCHD Schwab US DVD Equity ETF | Reduce -15.8% | 0.35% | −0.09 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -32.8% | 0.14% | −0.08 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -21.5% | 0.18% | −0.08 |
| VNLA Janus Henderson Short Durati | Reduce -10.3% | 0.29% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -17.4% | 0.26% | −0.07 |
| JPST JPMorgan Ultra-Short Income | Reduce -24.1% | 0.14% | −0.06 |
| VEA Vanguard Ftse Developed ETF | Reduce -18.5% | 0.19% | −0.06 |
| SCHM Schwab US Mid Cap ETF | Reduce -7.5% | 0.52% | −0.06 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -7.1% | 0.34% | −0.06 |
| NOW ServiceNow Inc. | Reduce -34.2% | 0.10% | −0.06 |
| BND Vanguard Total Bond Market | Reduce -1.0% | 0.42% | −0.06 |
| UNH Unitedhealth Group Inc. | Reduce -1.5% | 0.27% | −0.06 |
| PRVA Privia Health Group Inc. | Reduce -1.2% | 0.17% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -11.2% | 0.37% | −0.05 |
| AVDE Avantis International Equity | Reduce -2.5% | 0.62% | −0.05 |
| IEF iShares 7-10 Year Treasury B | Reduce -19.0% | 0.12% | −0.05 |
| SCHV Schwab US Large-Cap Value | Reduce -3.6% | 0.73% | −0.05 |
| SVOL Simplify Volatility Premium | Reduce -4.5% | 0.27% | −0.05 |
| VLUE iShares MSCI USA Value Facto | Reduce -32.9% | 0.08% | −0.05 |
| SCHB Schwab US Broad Market ETF | Reduce -5.6% | 0.58% | −0.04 |
| ADBE Adobe Inc. | Reduce -35.9% | 0.04% | −0.04 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -41.6% | 0.04% | −0.04 |
| ACN Accenture PLC Class A | Reduce -43.7% | 0.04% | −0.04 |
| TLT iShares 20+ Year Treasury BD | Reduce -1.2% | 0.22% | −0.04 |
| AGGM iShares 1-10 Year U.S. Aggre | Reduce -0.6% | 0.25% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -29.7% | 0.06% | −0.03 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -38.7% | 0.07% | −0.03 |
| DFAX Dimensional World Ex US Core | Reduce -1.2% | 0.36% | −0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +21632.5% | 1.77% | +1.77 |
| SCHG Schwab US Large-Cap Growth | Add +106.8% | 1.77% | +0.92 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +44.0% | 3.84% | +0.84 |
| IVE iShares S&P 500 Value ETF | Add +268.0% | 0.97% | +0.69 |
| VT Vanguard Tot World STK ETF | Add +292.4% | 0.83% | +0.61 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.51% | +0.51 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +10833.2% | 0.46% | +0.46 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +120.3% | 0.57% | +0.29 |
| DFAU Dimensional US Core Equity M | Add +106.0% | 0.55% | +0.28 |
| DFSD Dimensional Short Duration | Add +39.5% | 1.31% | +0.26 |
| DFAI Dimensional International Co. | Add +41.3% | 0.93% | +0.23 |
| DFCF Dimensional Core Fixed Inc. | Add +36.5% | 1.24% | +0.22 |
| DFLV Dim US Large Cap Value ETF | Add +47.7% | 0.54% | +0.17 |
| AGG iShares Core U.S. Aggregate | Add +65.0% | 0.47% | +0.15 |
| IWF iShares Russell 1000 Growth | Add +72.8% | 0.33% | +0.14 |
| DUHP Dimensional US High Profi Et | Add +26.4% | 0.68% | +0.14 |
| IYW iShares Ustechnology ETF | Add +16.4% | 1.06% | +0.14 |
| MUB iShares National Muni Bond E | Add +26.2% | 1.19% | +0.13 |
| ICVT iShares Convertible Bond ETF | New | 0.12% | +0.12 |
| BWXT BWX Technologies Inc. | New | 0.09% | +0.09 |
| DFAE Dimensional Emerging Core Eq | Add +131.4% | 0.15% | +0.08 |
| IXC iShares Global Energy ETF | Add +37.4% | 0.30% | +0.08 |
| DXCM Dexcom Inc. | Add +83.3% | 0.15% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +12.4% | 0.70% | +0.07 |
| AMZN Amazon.com Inc. | Add +1.3% | 0.90% | +0.07 |
| MCD McDonald's Corp. | Add +60.9% | 0.23% | +0.06 |
| SYK Stryker Corp. | Add +54.0% | 0.15% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +4.3% | 1.96% | +0.06 |
| DGCB Dimensional Global Credit | New | 0.05% | +0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +18.2% | 1.05% | +0.05 |
| JBHT Hunt (jb) Transprt SVCS Inc. | New | 0.05% | +0.05 |
| HYDB iShares High Yield Systemati | Add +465.6% | 0.06% | +0.05 |
| COWZ Pacer US Cash Cows 100 ETF | Add +1183.4% | 0.05% | +0.05 |
| GD General Dynamics Corp. | Add +66.3% | 0.12% | +0.04 |
| TMO Thermo Fisher Scientific Inc. | Add +58.1% | 0.11% | +0.04 |
| VCLT Vanguard Long-Term Corp. Bond | New | 0.04% | +0.04 |
| MSFT Microsoft Corp. | Add +2.3% | 1.45% | +0.04 |
| CRM Salesforce Inc. | Add +17.9% | 0.22% | +0.04 |
| DFGR Dim Global Real Estate ETF | Add +54.2% | 0.14% | +0.04 |
| FTV Fortive Corp. | Add +64.8% | 0.09% | +0.04 |
| DFIC Dimensional International Co. | Add +19.8% | 0.32% | +0.04 |
| COST Costco Wholesale Corp. | Add +19.5% | 0.21% | +0.03 |
| FISV Fiserv Inc. | Add +17.4% | 0.15% | +0.03 |
| TCAF T Rowe PRC Cap Appreciation | Add +186.1% | 0.05% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +16.7% | 0.16% | +0.03 |
| DFGP Dimensional GLBL Core PL Fix | New | 0.03% | +0.03 |
| HYD Vaneck High Yield Muni ETF | New | 0.03% | +0.03 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | New | 0.03% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.1% | 0.27% | +0.03 |
| DFSU Dimensional US Sus CORE1 ETF | Add +201.0% | 0.04% | +0.03 |
Notes & Other Activity Q4 2023 → Q1 2024
| MSPRW MSP Recovery Inc. -27 | *W EXP 05/20/202 | Reduce -0.2% | 6,377,310 | $23K |
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 | 1,559 | $11.8B | SPYM, IUSB, DYNF, SCHG, DFAU |
| Q1 2026 | 1,442 | $10.2B | SPYM, IUSB, DYNF, SCHG, IVE |
| Q4 2025 | 1,497 | $10.2B | SPYM, IUSB, DYNF, SCHG, IVE |
| Q3 2025 | 1,481 | $9.7B | SPYM, IUSB, DYNF, SCHG, QUAL |
| Q2 2025 | 1,441 | $9.0B | SPYM, IUSB, SCHG, QUAL, DYNF |
| Q1 2025 | 1,389 | $8.4B | SPYM, IUSB, SCHG, QUAL, DYNF |
| Q4 2024 | 1,389 | $8.6B | SPYM, IUSB, SCHG, QUAL, DYNF |
| Q3 2024 | 1,425 | $8.8B | SPYM, IUSB, SCHG, QUAL, DYNF |
| Q2 2024 | 1,359 | $8.0B | SPYM, IUSB, SCHG, QUAL, DYNF |
| Q1 2024 | 1,082 | $6.4B | SPYM, IUSB, IVV, VOO, QUAL |