Prime Capital Investment Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 5, 2024), Prime Capital Investment Advisors, LLC reported 909 stock positions worth $7.0 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, 3.7%) and iShares Core S&P Total U.S. (ITOT, 2.8%). Compared with Q2 2024, it opened 43 new positions, sold out of 46, added to 309 and reduced 520. The biggest buy was Bondbloxx BBG 10Y US TSY ETF (XTEN, shares +18%) and the biggest sale iShares US Treasury Bond ETF (GOVT, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0001731446
- Portfolio Value
- $7.0B (Q3 2024)
- SEC Filing
- 0001214659-24-018432 ↗ filed Nov 5, 2024
Holdings Value
Holdings 909 stocks · $7.0B
| VTI VG Morningstar TS MKT ETF-US | 5.20% | 1,289,732 | $365.2M | Reduce -1.4% |
| SCHX Schwab US Large-Cap ETF | 3.71% | 3,839,386 | $260.5M | Reduce -3.3% |
| ITOT iShares Core S&P Total U.S. | 2.79% | 1,558,260 | $195.7M | Reduce -2.1% |
| AAPL Apple Inc. | 2.68% | 808,421 | $188.4M | Reduce -2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.68% | 327,900 | $188.1M | Reduce -5.7% |
| GOVT iShares US Treasury Bond ETF | 2.44% | 7,296,440 | $171.1M | Reduce -7.2% |
| AGG iShares Core U.S. Aggregate | 2.22% | 1,536,455 | $155.6M | Reduce -2.7% |
| MSFT Microsoft Corp. | 2.04% | 332,251 | $143.0M | Add +0.3% |
| NVDA Nvidia Corp. | 1.89% | 1,091,408 | $132.5M | Add +6.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.83% | 737,124 | $128.7M | Reduce -1.0% |
| VOO Vanguard S&P 500 ETF | 1.82% | 242,195 | $127.8M | Reduce -2.9% |
| SCHF Schwab Intl Equity ETF | 1.67% | 2,853,710 | $117.3M | Reduce -3.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.65% | 237,073 | $115.7M | Add +0.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.55% | 337,474 | $108.6M | Add +14.1% |
| AVLV Avantis US Large Cap Value | 1.47% | 1,570,305 | $103.4M | Reduce -6.1% |
| IJS iShares S&P Small-Cap 600 Va | 1.40% | 911,090 | $98.1M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 1.40% | 525,823 | $98.0M | Add +8.1% |
| BND Vanguard Total Bond Market | 1.38% | 1,290,436 | $96.9M | Add +3.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.37% | 1,874,956 | $95.8M | Add +2.1% |
| AVUV Avantis US Small Cap Value | 1.33% | 969,484 | $93.0M | Reduce -7.5% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 1.32% | 1,914,870 | $92.7M | Add +18.2% |
| IVV iShares Core S&P 500 ETF | 1.30% | 157,927 | $91.1M | Add +2.1% |
| QUAL iShares MSCI USA Quality Fac | 1.24% | 486,369 | $87.2M | Reduce -2.6% |
| IXUS iShares Core Intl Stock ETF | 1.12% | 1,084,114 | $78.7M | Reduce -2.6% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.92% | 1,830,335 | $64.8M | Reduce -1.3% |
| MUB iShares National Muni Bond E | 0.92% | 593,569 | $64.5M | Reduce -1.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.86% | 1,204,043 | $60.5M | Add +6.0% |
| SCHM Schwab US Mid Cap ETF | 0.86% | 726,723 | $60.4M | Reduce -5.0% |
| DGRW Wisdomtree U.S. Quality Divi | 0.84% | 707,832 | $58.9M | Reduce -1.6% |
| VPL Vanguard Ftse Pacific ETF | 0.84% | 749,414 | $58.7M | Add +0.0% |
| BSV Vanguard Short-Term Bond ETF | 0.83% | 742,401 | $58.4M | Reduce -1.5% |
| VGK Vanguard Ftse Europe ETF | 0.83% | 815,674 | $58.0M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.81% | 64,372 | $57.0M | Add +2.6% |
| SCHP Schwab U.S. Tips ETF | 0.75% | 976,331 | $52.4M | Add +3.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.74% | 113,028 | $52.0M | Reduce -2.5% |
| SCHG Schwab US Large-Cap Growth | 0.73% | 493,267 | $51.4M | Reduce -4.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.71% | 635,309 | $49.6M | Add +1.1% |
| AVGO Broadcom Inc. | 0.67% | 272,139 | $46.9M | Add +4.0% |
| GOOGL Alphabet Inc. Class A | 0.65% | 273,195 | $45.3M | Reduce -4.6% |
| WMT Walmart Inc. | 0.64% | 558,174 | $45.1M | Add +8.2% |
| HD Home Depot Inc. | 0.62% | 106,983 | $43.3M | Reduce -3.9% |
| META Meta Platforms Inc. Class A | 0.60% | 73,750 | $42.2M | Add +12.5% |
| COST Costco Wholesale Corp. | 0.58% | 45,777 | $40.6M | Add +3.8% |
| IAGG iShares Intl Aggregate Bond | 0.57% | 766,578 | $39.7M | Reduce -0.8% |
| VNQ Vanguard Real Estate ETF | 0.55% | 397,777 | $38.8M | Reduce -1.5% |
| XOM Exxon Mobil Corp. | 0.55% | 328,379 | $38.5M | Add +3.3% |
| UNH Unitedhealth Group Inc. | 0.54% | 65,067 | $38.0M | Reduce -2.8% |
| VIG Vanguard Dividend Apprec ETF | 0.53% | 188,000 | $37.2M | Reduce -3.9% |
| USHY iShares Broad Usd High Yield | 0.53% | 980,014 | $36.9M | Add +4.0% |
| GOOG Alphabet Inc. Class C | 0.48% | 202,723 | $33.9M | Add +8.2% |
| JPM JPMorgan Chase & Co. | 0.45% | 149,919 | $31.6M | Add +11.5% |
| AMD Advanced Micro Devices | 0.43% | 185,178 | $30.4M | Add +12.2% |
| JEPI JPMorgan Equity Premium Inco | 0.43% | 502,203 | $29.9M | Reduce -0.4% |
| V Visa Inc. Class A | 0.41% | 104,515 | $28.7M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.40% | 163,936 | $27.9M | Reduce -0.8% |
| ABBV Abbvie Inc. | 0.38% | 134,524 | $26.6M | Reduce -24.8% |
| PG The Procter & Gamble Co. | 0.37% | 151,203 | $26.2M | Add +1.9% |
| SCHV Schwab US Large-Cap Value | 0.36% | 310,141 | $24.9M | Reduce -5.9% |
| DFAE Dimensional Emerging Core Eq | 0.35% | 883,660 | $24.2M | Add +4.1% |
| USRT iShares Core US REIT ETF | 0.33% | 381,823 | $23.5M | Reduce -1.7% |
| JNJ Johnson & Johnson | 0.33% | 143,587 | $23.3M | Reduce -0.7% |
| RTX RTX Corp. | 0.33% | 190,959 | $23.1M | Reduce -13.5% |
| BIV Vanguard Intermediate-Term B | 0.31% | 279,109 | $21.9M | Reduce -3.4% |
| CVX Chevron Corp. | 0.30% | 145,003 | $21.4M | Reduce -3.7% |
| ADBE Adobe Inc. | 0.30% | 40,826 | $21.1M | Reduce -11.1% |
| AVDV Avantis Intl S/C Value ETF | 0.30% | 296,017 | $20.9M | Add +4.0% |
| MRK Merck & Co. Inc. | 0.30% | 183,897 | $20.9M | Add +13.7% |
| MCD McDonald's Corp. | 0.30% | 68,094 | $20.7M | Add +18.5% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.28% | 357,569 | $19.6M | Add +0.9% |
| TSLA Tesla Inc. | 0.28% | 74,669 | $19.5M | Reduce -3.4% |
| IJR iShares Core S&P Small-Cap E | 0.27% | 160,672 | $18.8M | Reduce -2.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.26% | 48,320 | $18.6M | Reduce -2.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.26% | 221,985 | $18.4M | Reduce -1.1% |
| LMT Lockheed Martin Corp. | 0.26% | 31,149 | $18.2M | Add +22.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.26% | 179,682 | $18.2M | Reduce -1.1% |
| AMLP Alerian MLP ETF | 0.26% | 386,149 | $18.2M | Reduce -2.5% |
| NOBL Proshares S&P 500 Dividend A | 0.26% | 167,993 | $17.9M | Reduce -3.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.25% | 215,643 | $17.3M | Add +15.3% |
| MA Mastercard Inc. Class A | 0.25% | 34,885 | $17.2M | Add +2.1% |
| CRM Salesforce Inc. | 0.23% | 58,036 | $15.9M | Add +13.6% |
| AMGN Amgen Inc. | 0.22% | 48,421 | $15.6M | Add +3.1% |
| AMAT Applied Materials Inc. | 0.22% | 76,784 | $15.5M | Add +31.1% |
| BDX Becton Dickinson and Co. | 0.22% | 64,221 | $15.5M | Reduce -3.3% |
| HON Honeywell International Inc. | 0.21% | 71,134 | $14.7M | Reduce -5.4% |
| AXP American Express Co. | 0.21% | 54,200 | $14.7M | Add +0.2% |
| SCHA Schwab US Small-Cap ETF | 0.21% | 284,262 | $14.6M | Reduce -3.8% |
| TIP iShares Tips Bond ETF | 0.20% | 128,991 | $14.2M | Reduce -1.4% |
| SHM SS SPDR N Ice St Muni ETF | 0.20% | 295,792 | $14.2M | Reduce -5.0% |
| XLP SS Consumer Staples Sel Sect | 0.20% | 168,011 | $13.9M | Reduce -3.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.20% | 122,601 | $13.9M | Reduce -6.5% |
| DFAC Dimensional US Core Equity 2 | 0.19% | 395,689 | $13.6M | Reduce -0.3% |
| ET Energy Transfer LP | 0.19% | 839,122 | $13.5M | Reduce -0.1% |
| DE Deere & Co. | 0.19% | 31,626 | $13.2M | Reduce -2.2% |
| IWF iShares Russell 1000 Growth | 0.19% | 34,744 | $13.0M | Add +4.8% |
| BX Blackstone Inc. | 0.19% | 85,014 | $13.0M | Reduce -0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 74,262 | $12.9M | Reduce -10.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 132,447 | $12.7M | Reduce -15.4% |
| XLK SS Technology Select Sector | 0.18% | 56,373 | $12.7M | Reduce -0.6% |
| JNK SS SPDR BB High Yield Bond | 0.18% | 127,210 | $12.4M | Reduce -1.8% |
| PPH Vaneck Pharmaceutical ETF | 0.18% | 129,444 | $12.3M | Reduce -3.6% |
Options reported separately and not counted above: NVDA calls ($427K), BDX puts ($97K), SPY puts ($83K), SMCI calls ($56K), TSM calls ($48K), TSLA calls ($44K), IDXX puts ($27K), QQQ puts ($27K), HON puts ($24K), SPY calls ($23K), LMT puts ($19K), EFA calls ($16K), and 3 more.
Portfolio Sells Q2 2024 → Q3 2024
| GOVT iShares US Treasury Bond ETF | Reduce -7.2% | 2.44% | −0.19 |
| GOOGL Alphabet Inc. Class A | Reduce -4.6% | 0.65% | −0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.7% | 2.68% | −0.12 |
| NKE Nike Inc. Class B | Reduce -63.8% | 0.07% | −0.11 |
| SCHW Schwab (charles) Corp. | Reduce -80.6% | 0.02% | −0.09 |
| AVLV Avantis US Large Cap Value | Reduce -6.1% | 1.47% | −0.08 |
| GOF Guggenheim Strategic Opport | Reduce -35.8% | 0.15% | −0.08 |
| ADBE Adobe Inc. | Reduce -11.1% | 0.30% | −0.08 |
| ABBV Abbvie Inc. | Reduce -24.8% | 0.38% | −0.08 |
| AVUV Avantis US Small Cap Value | Reduce -7.5% | 1.33% | −0.07 |
| SCHX Schwab US Large-Cap ETF | Reduce -3.3% | 3.71% | −0.07 |
| AGG iShares Core U.S. Aggregate | Reduce -2.7% | 2.22% | −0.06 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -1.3% | 0.92% | −0.05 |
| DIS The Walt Disney Co. | Reduce -15.4% | 0.18% | −0.05 |
| NOC Northrop Grumman Corp. | Reduce -58.9% | 0.04% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -20.6% | 0.09% | −0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -12.9% | 0.11% | −0.05 |
| CVX Chevron Corp. | Reduce -3.7% | 0.30% | −0.04 |
| SCHG Schwab US Large-Cap Growth | Reduce -4.8% | 0.73% | −0.04 |
| ABT Abbott Laboratories | Reduce -41.3% | 0.06% | −0.04 |
| NXTE Axs Green Alpha ETF | Reduce -25.5% | 0.10% | −0.03 |
| DVN Devon Energy Corp. | Reduce -8.4% | 0.09% | −0.03 |
| SWKS Skyworks Solutions Inc. | Reduce -86.6% | 0.00% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -10.2% | 0.18% | −0.03 |
| NFLX Netflix Inc. | Reduce -16.3% | 0.16% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -1.1% | 0.92% | −0.03 |
| HON Honeywell International Inc. | Reduce -5.4% | 0.21% | −0.03 |
| SYK Stryker Corp. | Reduce -26.8% | 0.08% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -2.9% | 1.82% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.5% | 0.83% | −0.02 |
| MDT Medtronic PLC | Reduce -50.6% | 0.03% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -5.0% | 0.86% | −0.02 |
| AMLP Alerian MLP ETF | Reduce -2.5% | 0.26% | −0.02 |
| LRCX Lam Research Corp. | Reduce -0.7% | 0.06% | −0.02 |
| BIIB Biogen Inc. | Reduce -50.6% | 0.01% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -2.6% | 1.24% | −0.02 |
| CASY Casey's General Stores Inc. | Reduce -38.4% | 0.03% | −0.02 |
| DG Dollar General Corp. | Reduce -32.9% | 0.01% | −0.02 |
| LIN Linde PLC | Reduce -43.8% | 0.03% | −0.02 |
| BA The Boeing Co. | Reduce -7.7% | 0.05% | −0.02 |
| UL Unilever PLC | Reduce -30.3% | 0.07% | −0.02 |
| JPST JPMorgan Ultra-Short Income | Reduce -15.5% | 0.07% | −0.02 |
| AJG Arthur J Gallagher & Co. | Reduce -25.0% | 0.06% | −0.02 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -59.8% | 0.01% | −0.01 |
| IFF Intl Flavors & Fragrances | Reduce -62.4% | 0.01% | −0.01 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -5.0% | 0.20% | −0.01 |
| FTNT Fortinet Inc. | Reduce -45.4% | 0.03% | −0.01 |
| PHM Pultegroup Inc. | Reduce -85.8% | 0.00% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -32.6% | 0.03% | −0.01 |
| ROK Rockwell Automation Inc. | Reduce -6.0% | 0.10% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +18.2% | 1.32% | +0.22 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +14.1% | 1.55% | +0.17 |
| WMT Walmart Inc. | Add +8.2% | 0.64% | +0.12 |
| META Meta Platforms Inc. Class A | Add +12.5% | 0.60% | +0.11 |
| ODFL Old Dominion Freight Line | Add +554.1% | 0.10% | +0.09 |
| LMT Lockheed Martin Corp. | Add +22.8% | 0.26% | +0.08 |
| MCD McDonald's Corp. | Add +18.5% | 0.30% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | Add +21.6% | 0.16% | +0.07 |
| BND Vanguard Total Bond Market | Add +3.9% | 1.38% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +11.5% | 0.45% | +0.05 |
| AVGO Broadcom Inc. | Add +4.0% | 0.67% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +2.1% | 1.30% | +0.04 |
| BNDX Vanguard Total Intl Bond ETF | Add +6.0% | 0.86% | +0.04 |
| AMD Advanced Micro Devices | Add +12.2% | 0.43% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +80.5% | 0.07% | +0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +15.3% | 0.25% | +0.03 |
| CRM Salesforce Inc. | Add +13.6% | 0.23% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.1% | 0.71% | +0.03 |
| CAT Caterpillar Inc. | Add +7.9% | 0.16% | +0.03 |
| PHO Invesco Water Resources ETF | New | 0.03% | +0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +21.2% | 0.16% | +0.03 |
| NOW ServiceNow Inc. | Add +8.8% | 0.16% | +0.03 |
| PTRB Pgim Total Return Bond ETF | New | 0.03% | +0.03 |
| AVDV Avantis Intl S/C Value ETF | Add +4.0% | 0.30% | +0.02 |
| AXP American Express Co. | Add +0.2% | 0.21% | +0.02 |
| SO The Southern Co. | Add +29.6% | 0.08% | +0.02 |
| SPTS SS SPDR P St Term TSY ETF | Add +70.4% | 0.06% | +0.02 |
| COST Costco Wholesale Corp. | Add +3.8% | 0.58% | +0.02 |
| MA Mastercard Inc. Class A | Add +2.1% | 0.25% | +0.02 |
| IBM Intl Business Machines Corp. | Add +0.0% | 0.11% | +0.02 |
| ANET Arista Networks Inc. | Add +44.9% | 0.06% | +0.02 |
| DFAE Dimensional Emerging Core Eq | Add +4.1% | 0.35% | +0.02 |
| USHY iShares Broad Usd High Yield | Add +4.0% | 0.53% | +0.02 |
| SHW The Sherwin-Williams Co. | Add +5.3% | 0.08% | +0.02 |
| IWR iShares Russell Mid-Cap ETF | Add +12.9% | 0.12% | +0.02 |
| SCHP Schwab U.S. Tips ETF | Add +3.4% | 0.75% | +0.02 |
| PLD Prologis Inc. | Add +83.3% | 0.03% | +0.02 |
| AMAT Applied Materials Inc. | Add +31.1% | 0.22% | +0.02 |
| PSA Public Storage | Add +168.6% | 0.02% | +0.02 |
| TDG Transdigm Group Inc. | Add +15.3% | 0.08% | +0.02 |
| IAU iShares Gold Trust | Add +2.3% | 0.15% | +0.01 |
| SMIG Bahl & Gaynor S/M Inc. Growth | New | 0.01% | +0.01 |
| FNF Fidelity National Financial | Add +0.9% | 0.08% | +0.01 |
| VPL Vanguard Ftse Pacific ETF | Add +0.0% | 0.84% | +0.01 |
| KKR KKR & Co. Inc. | Add +134.6% | 0.02% | +0.01 |
| ADP Automatic Data Processing | Add +0.6% | 0.12% | +0.01 |
| ICSH iShares Ultra Short Duration | Add +32.4% | 0.06% | +0.01 |
| DELL Dell Technologies -C | Add +368.2% | 0.02% | +0.01 |
| WHR Whirlpool Corp. | Add +10.7% | 0.12% | +0.01 |
| GE General Electric | Add +0.2% | 0.09% | +0.01 |
Options Activity Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | call | Add +412.5% | 20,500 | $427K |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Add +253.3% | 5,300 | $83K |
| SMCI Super Micro Computer Inc. | call | Reduce -6.3% | 1,500 | $56K |
| AMZN Amazon.com Inc. | call | Sold out | 5,000 | $51Kbefore exit |
| TSM Taiwan Semiconductor-SP ADR | call | Add +25.0% | 5,000 | $48K |
| TSLA Tesla Inc. | call | New | 2,000 | $44K |
| QQQ Invesco QQQ Trust Series 1 | put | Add +66.7% | 2,500 | $27K |
| SPY SS SPDR S&P 500 ETF Trust-US | call | New | 400 | $23K |
| LMT Lockheed Martin Corp. | put | New | 900 | $19K |
| SCHW Schwab (charles) Corp. | call | New | 5,500 | $16K |
| MU Micron Technology Inc. | call | Sold out | 6,000 | $12Kbefore exit |
| TMO Thermo Fisher Scientific Inc. | put | Sold out | 800 | $12Kbefore exit |
| PNFP Pinnacle Financial Partners | put | Sold out | 4,000 | $9Kbefore exit |
| BA The Boeing Co. | call | New | 1,300 | $8K |
| RIVN Rivian Automotive Inc. Class A | call | Sold out | 5,500 | $7Kbefore exit |
| BA The Boeing Co. | put | New | 3,000 | $60 |
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 |