Prime Capital Investment Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 9, 2024), Prime Capital Investment Advisors, LLC reported 911 stock positions worth $6.7 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 5.2% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 3.8%) and SS SPDR S&P 500 ETF Trust-US (SPY, 2.8%). Compared with Q1 2024, it opened 34 new positions, sold out of 117, added to 150 and reduced 703. The biggest buy was a new position in Avantis US Large Cap Value (AVLV) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −52%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0001731446
- Portfolio Value
- $6.7B (Q2 2024)
- SEC Filing
- 0001214659-24-014131 ↗ filed Aug 9, 2024
Holdings Value
Holdings 911 stocks · $6.7B
| VTI VG Morningstar TS MKT ETF-US | 5.18% | 1,307,938 | $349.9M | Reduce -3.0% |
| SCHX Schwab US Large-Cap ETF | 3.78% | 3,969,319 | $255.0M | Add +24.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.80% | 347,749 | $189.3M | Reduce -5.1% |
| ITOT iShares Core S&P Total U.S. | 2.80% | 1,591,024 | $189.0M | Reduce -6.5% |
| GOVT iShares US Treasury Bond ETF | 2.63% | 7,861,520 | $177.4M | Reduce -4.4% |
| AAPL Apple Inc. | 2.58% | 825,177 | $173.8M | Reduce -14.7% |
| AGG iShares Core U.S. Aggregate | 2.27% | 1,579,567 | $153.3M | Reduce -5.0% |
| MSFT Microsoft Corp. | 2.19% | 331,343 | $148.1M | Reduce -8.8% |
| NVDA Nvidia Corp. | 1.88% | 1,028,457 | $127.1M | Reduce -13.9% |
| VOO Vanguard S&P 500 ETF | 1.85% | 249,460 | $124.8M | Reduce -22.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.77% | 744,388 | $119.4M | Reduce -1.4% |
| SCHF Schwab Intl Equity ETF | 1.68% | 2,953,468 | $113.5M | Reduce -23.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.68% | 236,334 | $113.2M | Reduce -51.7% |
| AVLV Avantis US Large Cap Value | 1.56% | 1,671,891 | $105.1M | New |
| AVUV Avantis US Small Cap Value | 1.39% | 1,048,441 | $94.1M | Add +32551.5% |
| AMZN Amazon.com Inc. | 1.39% | 486,525 | $94.0M | Reduce -8.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.38% | 295,760 | $92.9M | Add +4572.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.36% | 1,835,995 | $92.0M | Reduce -1.4% |
| BND Vanguard Total Bond Market | 1.33% | 1,242,164 | $89.5M | Add +0.1% |
| IJS iShares S&P Small-Cap 600 Va | 1.32% | 918,864 | $89.4M | Reduce -3.0% |
| QUAL iShares MSCI USA Quality Fac | 1.26% | 499,177 | $85.2M | Reduce -10.1% |
| IVV iShares Core S&P 500 ETF | 1.25% | 154,617 | $84.6M | Add +33.6% |
| IXUS iShares Core Intl Stock ETF | 1.11% | 1,113,616 | $75.2M | Reduce -11.0% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 1.10% | 1,620,422 | $74.4M | New |
| HEFA Isha Curr Hedged MSCI Eafe | 0.98% | 1,854,984 | $66.0M | Add +212.1% |
| MUB iShares National Muni Bond E | 0.95% | 599,926 | $63.9M | Add +2.4% |
| SCHM Schwab US Mid Cap ETF | 0.88% | 765,250 | $59.6M | Reduce -58.4% |
| BSV Vanguard Short-Term Bond ETF | 0.86% | 754,050 | $57.8M | Reduce -12.7% |
| LLY Eli Lilly & Co. | 0.84% | 62,737 | $56.8M | Reduce -11.4% |
| DGRW Wisdomtree U.S. Quality Divi | 0.83% | 718,981 | $56.1M | Reduce -9.5% |
| VPL Vanguard Ftse Pacific ETF | 0.82% | 749,096 | $55.6M | Reduce -1.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.82% | 1,136,252 | $55.3M | Add +0.1% |
| VGK Vanguard Ftse Europe ETF | 0.81% | 821,364 | $54.8M | Reduce -2.0% |
| SCHG Schwab US Large-Cap Growth | 0.77% | 518,351 | $52.3M | Reduce -18.1% |
| GOOGL Alphabet Inc. Class A | 0.77% | 286,265 | $52.1M | Reduce -10.7% |
| SCHP Schwab U.S. Tips ETF | 0.73% | 944,418 | $49.1M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 115,893 | $47.1M | Reduce -5.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.68% | 628,298 | $45.6M | Add +11.0% |
| AVGO Broadcom Inc. | 0.62% | 26,167 | $42.0M | Reduce -12.5% |
| IAGG iShares Intl Aggregate Bond | 0.57% | 772,783 | $38.6M | Reduce -0.2% |
| HD Home Depot Inc. | 0.57% | 111,278 | $38.3M | Reduce -11.6% |
| COST Costco Wholesale Corp. | 0.56% | 44,105 | $37.5M | Reduce -10.9% |
| XOM Exxon Mobil Corp. | 0.54% | 317,928 | $36.6M | Reduce -10.2% |
| VIG Vanguard Dividend Apprec ETF | 0.53% | 195,653 | $35.7M | Reduce -4.8% |
| WMT Walmart Inc. | 0.52% | 515,949 | $34.9M | Reduce -11.8% |
| GOOG Alphabet Inc. Class C | 0.51% | 187,331 | $34.4M | Reduce -13.0% |
| USHY iShares Broad Usd High Yield | 0.51% | 942,286 | $34.2M | Reduce -1.3% |
| UNH Unitedhealth Group Inc. | 0.51% | 66,969 | $34.1M | Reduce -6.9% |
| VNQ Vanguard Real Estate ETF | 0.50% | 403,847 | $33.8M | Reduce -6.7% |
| META Meta Platforms Inc. Class A | 0.49% | 65,579 | $33.1M | Add +16.1% |
| ABBV Abbvie Inc. | 0.45% | 178,763 | $30.7M | Reduce -16.5% |
| JEPI JPMorgan Equity Premium Inco | 0.42% | 504,232 | $28.6M | Reduce -3.8% |
| V Visa Inc. Class A | 0.41% | 104,696 | $27.5M | Reduce -10.3% |
| PEP Pepsico Inc. | 0.40% | 165,253 | $27.3M | Reduce -16.4% |
| JPM JPMorgan Chase & Co. | 0.40% | 134,472 | $27.2M | Reduce -10.6% |
| AMD Advanced Micro Devices | 0.40% | 165,035 | $26.8M | Reduce -4.5% |
| ADBE Adobe Inc. | 0.38% | 45,913 | $25.5M | Reduce -16.4% |
| PG The Procter & Gamble Co. | 0.36% | 148,453 | $24.5M | Reduce -14.6% |
| SCHV Schwab US Large-Cap Value | 0.36% | 329,670 | $24.4M | Reduce -16.8% |
| CVX Chevron Corp. | 0.35% | 150,566 | $23.6M | Reduce -11.1% |
| RTX RTX Corp. | 0.33% | 220,737 | $22.2M | Reduce -9.7% |
| DFAE Dimensional Emerging Core Eq | 0.33% | 849,180 | $22.0M | Reduce -1.4% |
| BIV Vanguard Intermediate-Term B | 0.32% | 288,788 | $21.6M | Reduce -21.1% |
| JNJ Johnson & Johnson | 0.31% | 144,619 | $21.1M | Reduce -24.0% |
| USRT iShares Core US REIT ETF | 0.31% | 388,390 | $20.8M | Add +8376.4% |
| MRK Merck & Co. Inc. | 0.30% | 161,693 | $20.0M | Reduce -19.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.29% | 354,296 | $19.7M | Reduce -2.6% |
| AMLP Alerian MLP ETF | 0.28% | 395,923 | $19.0M | Reduce -7.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.28% | 49,720 | $18.6M | Reduce -22.0% |
| AVDV Avantis Intl S/C Value ETF | 0.27% | 284,704 | $18.5M | Reduce -0.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.27% | 181,606 | $18.1M | Reduce -1.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.27% | 224,546 | $18.0M | Reduce -29.0% |
| IJR iShares Core S&P Small-Cap E | 0.26% | 165,130 | $17.6M | Reduce -15.6% |
| NOBL Proshares S&P 500 Dividend A | 0.25% | 173,950 | $16.7M | Reduce -4.0% |
| HON Honeywell International Inc. | 0.24% | 75,172 | $16.1M | Reduce -16.2% |
| GOF Guggenheim Strategic Opport | 0.24% | 1,069,272 | $15.9M | Reduce -15.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 156,658 | $15.6M | Reduce -28.5% |
| BDX Becton Dickinson and Co. | 0.23% | 66,428 | $15.5M | Reduce -12.1% |
| TSLA Tesla Inc. | 0.23% | 77,326 | $15.3M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 0.22% | 34,165 | $15.1M | Reduce -16.3% |
| SHM SS SPDR N Ice St Muni ETF | 0.22% | 311,201 | $14.7M | Reduce -24.8% |
| AMGN Amgen Inc. | 0.22% | 46,954 | $14.7M | Reduce -13.1% |
| MCD McDonald's Corp. | 0.22% | 57,460 | $14.6M | Reduce -10.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.21% | 187,052 | $14.4M | Add +384.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.21% | 82,661 | $14.4M | Add +20.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.21% | 131,072 | $14.0M | Reduce -7.9% |
| SCHA Schwab US Small-Cap ETF | 0.21% | 295,355 | $14.0M | Reduce -55.0% |
| TIP iShares Tips Bond ETF | 0.21% | 130,775 | $14.0M | Reduce -7.2% |
| AMAT Applied Materials Inc. | 0.20% | 58,556 | $13.8M | Reduce -5.5% |
| ET Energy Transfer LP | 0.20% | 839,520 | $13.6M | Reduce -2.0% |
| XLP SS Consumer Staples Sel Sect | 0.20% | 173,176 | $13.3M | Reduce -3.4% |
| CRM Salesforce Inc. | 0.19% | 51,098 | $13.1M | Reduce -15.6% |
| XLK SS Technology Select Sector | 0.19% | 56,716 | $12.8M | Reduce -8.4% |
| DFAC Dimensional US Core Equity 2 | 0.19% | 396,920 | $12.8M | Reduce -34.3% |
| NFLX Netflix Inc. | 0.19% | 18,695 | $12.6M | Add +2.8% |
| AXP American Express Co. | 0.19% | 54,079 | $12.5M | Reduce -10.4% |
| PPH Vaneck Pharmaceutical ETF | 0.18% | 134,290 | $12.3M | Reduce -4.3% |
| JNK SS SPDR BB High Yield Bond | 0.18% | 129,497 | $12.2M | Reduce -23.4% |
| NKE Nike Inc. Class B | 0.18% | 161,472 | $12.2M | Reduce -14.2% |
| IWF iShares Russell 1000 Growth | 0.18% | 33,157 | $12.1M | Reduce -3.7% |
Options reported separately and not counted above: SMCI calls ($169K), BDX puts ($168K), NVDA calls ($65K), AMZN calls ($51K), IDXX puts ($51K), TSM calls ($44K), HON puts ($22K), MU calls ($12K), TMO puts ($12K), EFA calls ($11K), PNFP puts ($9K), RIVN calls ($7K), and 2 more.
Portfolio Sells Q1 2024 → Q2 2024
| QQQ Invesco QQQ Trust Series 1 | Reduce -51.7% | 1.68% | −1.36 |
| SCHM Schwab US Mid Cap ETF | Reduce -58.4% | 0.88% | −1.21 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Reduce -84.7% | 0.11% | −0.59 |
| TLH iShares 10-20 Year Treasury | Reduce -93.0% | 0.04% | −0.48 |
| SCHF Schwab Intl Equity ETF | Reduce -23.9% | 1.68% | −0.43 |
| IEF iShares 7-10 Year Treasury B | Reduce -81.8% | 0.10% | −0.42 |
| VOO Vanguard S&P 500 ETF | Reduce -22.5% | 1.85% | −0.31 |
| VGSH Vanguard Short-Term Treasury | Reduce -90.8% | 0.03% | −0.29 |
| IWB iShares Russell 1000 ETF | Reduce -94.0% | 0.02% | −0.28 |
| SCHA Schwab US Small-Cap ETF | Reduce -55.0% | 0.21% | −0.24 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -93.7% | 0.01% | −0.21 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -56.1% | 0.14% | −0.16 |
| DIS The Walt Disney Co. | Reduce -28.5% | 0.23% | −0.14 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -44.9% | 0.17% | −0.12 |
| SBUX Starbucks Corp. | Reduce -36.9% | 0.15% | −0.11 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -67.8% | 0.05% | −0.11 |
| JNJ Johnson & Johnson | Reduce -24.0% | 0.31% | −0.11 |
| HD Home Depot Inc. | Reduce -11.6% | 0.57% | −0.11 |
| IWR iShares Russell Mid-Cap ETF | Reduce -51.7% | 0.10% | −0.11 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -66.6% | 0.05% | −0.10 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -77.6% | 0.03% | −0.10 |
| ABBV Abbvie Inc. | Reduce -16.5% | 0.45% | −0.09 |
| IBOC International Bancshares CRP | Reduce -96.8% | 0.00% | −0.09 |
| DFAC Dimensional US Core Equity 2 | Reduce -34.3% | 0.19% | −0.08 |
| PEP Pepsico Inc. | Reduce -16.4% | 0.40% | −0.08 |
| IXUS iShares Core Intl Stock ETF | Reduce -11.0% | 1.11% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -19.0% | 0.30% | −0.07 |
| BSV Vanguard Short-Term Bond ETF | Reduce -12.7% | 0.86% | −0.07 |
| NKE Nike Inc. Class B | Reduce -14.2% | 0.18% | −0.07 |
| BIV Vanguard Intermediate-Term B | Reduce -21.1% | 0.32% | −0.06 |
| MBB iShares MBS ETF | Reduce -38.0% | 0.12% | −0.06 |
| CRM Salesforce Inc. | Reduce -15.6% | 0.19% | −0.06 |
| SCHV Schwab US Large-Cap Value | Reduce -16.8% | 0.36% | −0.06 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -24.8% | 0.22% | −0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -29.0% | 0.27% | −0.06 |
| LRCX Lam Research Corp. | Reduce -47.7% | 0.08% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -16.3% | 0.22% | −0.05 |
| SCHK Schwab 1000 Index ETF | Reduce -85.5% | 0.01% | −0.05 |
| ACN Accenture PLC Class A | Reduce -19.8% | 0.14% | −0.05 |
| V Visa Inc. Class A | Reduce -10.3% | 0.41% | −0.05 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -30.7% | 0.16% | −0.05 |
| CVS CVS Health Corp. | Reduce -37.7% | 0.04% | −0.05 |
| SCHG Schwab US Large-Cap Growth | Reduce -18.1% | 0.77% | −0.05 |
| JNK SS SPDR BB High Yield Bond | Reduce -23.4% | 0.18% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -15.6% | 0.26% | −0.04 |
| BA The Boeing Co. | Reduce -36.6% | 0.07% | −0.04 |
| AMD Advanced Micro Devices | Reduce -4.5% | 0.40% | −0.04 |
| ETN Eaton Corp. PLC | Reduce -36.9% | 0.08% | −0.04 |
| MCD McDonald's Corp. | Reduce -10.4% | 0.22% | −0.04 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -3.0% | 1.32% | −0.04 |
Portfolio Buys Q1 2024 → Q2 2024
| AVLV Avantis US Large Cap Value | New | 1.56% | +1.56 |
| AVUV Avantis US Small Cap Value | Add +32551.5% | 1.39% | +1.39 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +4572.4% | 1.38% | +1.35 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | New | 1.10% | +1.10 |
| SCHX Schwab US Large-Cap ETF | Add +24.9% | 3.78% | +1.03 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +212.1% | 0.98% | +0.69 |
| IVV iShares Core S&P 500 ETF | Add +33.6% | 1.25% | +0.40 |
| USRT iShares Core US REIT ETF | Add +8376.4% | 0.31% | +0.30 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +384.3% | 0.21% | +0.17 |
| JPEM JPM Diversified Ret Em Equit | New | 0.12% | +0.12 |
| META Meta Platforms Inc. Class A | Add +16.1% | 0.49% | +0.11 |
| IEFA iShares Core MSCI Eafe ETF | Add +11.0% | 0.68% | +0.09 |
| TSM Taiwan Semiconductor-SP ADR | Add +20.0% | 0.21% | +0.08 |
| ZTS Zoetis Inc. | Add +319.6% | 0.10% | +0.08 |
| FLDR Fidelity Low Durat Fact ETF | New | 0.07% | +0.07 |
| BND Vanguard Total Bond Market | Add +0.1% | 1.33% | +0.07 |
| MUB iShares National Muni Bond E | Add +2.4% | 0.95% | +0.07 |
| FBND Fidelity Total Bond ETF | New | 0.06% | +0.06 |
| SILA Sila Realty Trust Inc. | New | 0.05% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +61.0% | 0.09% | +0.04 |
| BNDX Vanguard Total Intl Bond ETF | Add +0.1% | 0.82% | +0.04 |
| NFLX Netflix Inc. | Add +2.8% | 0.19% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +44.9% | 0.07% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +40.5% | 0.07% | +0.03 |
| UBER Uber Technologies Inc. | Add +59.9% | 0.07% | +0.03 |
| CMG Chipotle Mexican Grill Inc. | Add +42.9% | 0.06% | +0.02 |
| ADI Analog Devices Inc. | Add +23.1% | 0.06% | +0.02 |
| BGIG Bahl & Gaynor Inc. Growth ETF | Add +66.7% | 0.05% | +0.02 |
| TJX TJX Companies Inc. | Add +13.4% | 0.08% | +0.02 |
| MMM 3M Co. | Add +56.0% | 0.05% | +0.02 |
| TXN Texas Instruments Inc. | Add +22.4% | 0.06% | +0.02 |
| MU Micron Technology Inc. | Add +21.3% | 0.06% | +0.02 |
| ILCG iShares Morningstar Growth E | Add +4.5% | 0.11% | +0.02 |
| CASY Casey's General Stores Inc. | Add +30.5% | 0.04% | +0.02 |
| IAU iShares Gold Trust | Add +2.1% | 0.13% | +0.02 |
| IPAY Amplify Digital Payments ETF | New | 0.01% | +0.01 |
| NOW ServiceNow Inc. | Add +1.0% | 0.14% | +0.01 |
| UL Unilever PLC | Add +2.1% | 0.08% | +0.01 |
| FSLR First Solar Inc. | Add +56.9% | 0.02% | +0.01 |
| SO The Southern Co. | Add +11.0% | 0.05% | +0.01 |
| ODFL Old Dominion Freight Line | Add +312.4% | 0.01% | +0.01 |
| CRAI Cra International Inc. | Add +34.9% | 0.03% | +0.01 |
| BPMC Blueprint Medicines Corp. | Add +108.4% | 0.02% | +0.01 |
| WMS Advanced Drainage Systems Inc. | Add +223.3% | 0.01% | +0.01 |
| APO Apollo Global Management Inc. | Add +38.9% | 0.03% | +0.01 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.01% | +0.01 |
| VRT Vertiv Holdings Co. Class A | New | 0.01% | +0.01 |
| GE General Electric | Add +15.5% | 0.08% | +0.01 |
| WSO Watsco Inc. | Add +29.6% | 0.02% | +0.01 |
| TER Teradyne Inc. | Add +82.0% | 0.01% | +0.01 |
Options Activity Q1 2024 → Q2 2024
| META Meta Platforms Inc. Class A | call | Sold out | 6,000 | $213Kbefore exit |
| SMCI Super Micro Computer Inc. | call | Reduce -20.0% | 1,600 | $169K |
| ANET Arista Networks Inc. | call | Sold out | 4,000 | $82Kbefore exit |
| NVDA Nvidia Corp. | call | Reduce -96.4% | 4,000 | $65K |
| AMZN Amazon.com Inc. | call | New | 5,000 | $51K |
| TSM Taiwan Semiconductor-SP ADR | call | Add +135.3% | 4,000 | $44K |
| CRM Salesforce Inc. | call | Sold out | 3,000 | $23Kbefore exit |
| HON Honeywell International Inc. | put | New | 2,400 | $22K |
| GLD SPDR Gold Shares | call | Sold out | 1,000 | $12Kbefore exit |
| MU Micron Technology Inc. | call | New | 6,000 | $12K |
| ISRG Intuitive Surgical Inc. | call | Sold out | 200 | $12Kbefore exit |
| EFA iShares MSCI Eafe ETF | call | New | 9,100 | $11K |
| RIVN Rivian Automotive Inc. Class A | call | Reduce -8.3% | 5,500 | $7K |
| QQQ Invesco QQQ Trust Series 1 | put | Reduce -66.7% | 1,500 | $6K |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Reduce -66.7% | 1,500 | $6K |
| SLV iShares Silver Trust | call | Sold out | 2,500 | $4Kbefore exit |
| SOUN Soundhound AI Inc. Class A | call | Sold out | 10,000 | $4Kbefore exit |
| ZS Zscaler Inc. | call | Sold out | 2,000 | $3Kbefore exit |
| IWM iShares Russell 2000 ETF | put | Sold out | 3,000 | $2Kbefore exit |
| SNOW Snowflake Inc. | call | Sold out | 2,000 | $2Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,067 | $10.3B | IVV, VTI, AGG, IEFA, SCHX |
| Q1 2026 | 1,024 | $8.6B | AGG, VTI, IVV, ITOT, SCHX |
| Q4 2025 | 1,003 | $8.2B | AGG, VTI, SCHX, ITOT, AAPL |
| Q3 2025 | 985 | $8.0B | VTI, AGG, SCHX, ITOT, NVDA |
| Q2 2025 | 936 | $7.5B | VTI, AGG, SCHX, ITOT, NVDA |
| Q1 2025 | 1,043 | $8.6B | SCHX, VTI, ITOT, AAPL, AGG |
| Q4 2024 | 920 | $6.9B | VTI, SCHX, AAPL, ITOT, NVDA |
| Q3 2024 | 909 | $7.0B | VTI, SCHX, ITOT, AAPL, SPY |
| Q2 2024 | 911 | $6.7B | VTI, SCHX, SPY, ITOT, GOVT |
| Q1 2024 | 992 | $7.2B | VTI, QQQ, SCHX, ITOT, SPY |