Prime Capital Investment Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Prime Capital Investment Advisors, LLC reported 920 stock positions worth $6.9 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 5.3% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 3.8%) and Apple (AAPL, 3.0%). Compared with Q3 2024, it opened 56 new positions, sold out of 45, added to 357 and reduced 471. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +29%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0001731446
- Portfolio Value
- $6.9B (Q4 2024)
- SEC Filing
- 0001214659-25-002445 ↗ filed Feb 12, 2025
Holdings Value
Holdings 920 stocks · $6.9B
| VTI VG Morningstar TS MKT ETF-US | 5.28% | 1,254,866 | $363.7M | Reduce -2.7% |
| SCHX Schwab US Large-Cap ETF | 3.75% | 11,136,452 | $258.1M | Reduce -3.3% |
| AAPL Apple Inc. | 2.97% | 815,335 | $204.2M | Add +0.9% |
| ITOT iShares Core S&P Total U.S. | 2.91% | 1,555,823 | $200.1M | Reduce -0.2% |
| NVDA Nvidia Corp. | 2.17% | 1,111,482 | $149.3M | Add +1.8% |
| AGG iShares Core U.S. Aggregate | 2.12% | 1,506,931 | $146.0M | Reduce -1.9% |
| MSFT Microsoft Corp. | 2.07% | 338,433 | $142.6M | Add +1.9% |
| GOVT iShares US Treasury Bond ETF | 2.07% | 6,195,577 | $142.4M | Reduce -15.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.99% | 233,315 | $136.7M | Reduce -28.9% |
| VOO Vanguard S&P 500 ETF | 1.83% | 233,662 | $125.9M | Reduce -3.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.78% | 725,286 | $122.8M | Reduce -1.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.76% | 236,598 | $121.0M | Reduce -0.2% |
| IVV iShares Core S&P 500 ETF | 1.74% | 203,159 | $119.6M | Add +28.6% |
| AMZN Amazon.com Inc. | 1.71% | 536,932 | $117.8M | Add +2.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.60% | 321,569 | $110.4M | Reduce -4.7% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 1.59% | 2,448,299 | $109.8M | Add +27.9% |
| SCHF Schwab Intl Equity ETF | 1.51% | 5,621,313 | $104.0M | Reduce -1.5% |
| AVLV Avantis US Large Cap Value | 1.47% | 1,511,839 | $100.9M | Reduce -3.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.44% | 1,975,205 | $99.0M | Add +5.3% |
| IJS iShares S&P Small-Cap 600 Va | 1.40% | 889,325 | $96.6M | Reduce -2.4% |
| BND Vanguard Total Bond Market | 1.38% | 1,320,908 | $95.0M | Add +2.4% |
| AVUV Avantis US Small Cap Value | 1.34% | 956,543 | $92.3M | Reduce -1.3% |
| QUAL iShares MSCI USA Quality Fac | 1.23% | 475,731 | $84.7M | Reduce -2.2% |
| IXUS iShares Core Intl Stock ETF | 1.08% | 1,119,827 | $74.1M | Add +3.3% |
| MUB iShares National Muni Bond E | 0.92% | 597,523 | $63.7M | Add +0.7% |
| AVGO Broadcom Inc. | 0.91% | 270,201 | $62.6M | Reduce -0.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.88% | 1,239,395 | $60.8M | Add +2.9% |
| SCHM Schwab US Mid Cap ETF | 0.84% | 2,090,777 | $57.9M | Reduce -4.1% |
| BSV Vanguard Short-Term Bond ETF | 0.84% | 748,125 | $57.8M | Add +0.8% |
| DGRW Wisdomtree U.S. Quality Divi | 0.83% | 704,125 | $57.0M | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.80% | 121,248 | $55.0M | Add +7.3% |
| SCHG Schwab US Large-Cap Growth | 0.77% | 1,905,763 | $53.1M | Reduce -3.4% |
| VPL Vanguard Ftse Pacific ETF | 0.77% | 744,770 | $52.9M | Reduce -0.6% |
| SCHP Schwab U.S. Tips ETF | 0.76% | 2,020,567 | $52.2M | Add +3.5% |
| VGK Vanguard Ftse Europe ETF | 0.74% | 806,825 | $51.2M | Reduce -1.1% |
| WMT Walmart Inc. | 0.74% | 560,069 | $50.6M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.73% | 265,187 | $50.2M | Reduce -2.9% |
| LLY Eli Lilly & Co. | 0.68% | 60,893 | $47.0M | Reduce -5.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.64% | 628,960 | $44.2M | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 0.64% | 74,860 | $43.8M | Add +1.5% |
| HD Home Depot Inc. | 0.63% | 111,189 | $43.3M | Add +3.9% |
| COST Costco Wholesale Corp. | 0.62% | 46,633 | $42.7M | Add +1.9% |
| GOOG Alphabet Inc. Class C | 0.59% | 213,444 | $40.6M | Add +5.3% |
| JPM JPMorgan Chase & Co. | 0.58% | 166,811 | $40.0M | Add +11.3% |
| IAGG iShares Intl Aggregate Bond | 0.55% | 753,704 | $37.6M | Reduce -1.7% |
| USHY iShares Broad Usd High Yield | 0.54% | 1,006,844 | $37.0M | Add +2.7% |
| VIG Vanguard Dividend Apprec ETF | 0.53% | 186,109 | $36.4M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 0.51% | 325,065 | $35.0M | Reduce -1.0% |
| VNQ Vanguard Real Estate ETF | 0.50% | 387,304 | $34.5M | Reduce -2.6% |
| UNH Unitedhealth Group Inc. | 0.49% | 66,429 | $33.6M | Add +2.1% |
| V Visa Inc. Class A | 0.49% | 105,657 | $33.4M | Add +1.1% |
| JEPI JPMorgan Equity Premium Inco | 0.43% | 509,105 | $29.3M | Add +1.4% |
| TSLA Tesla Inc. | 0.42% | 72,272 | $29.2M | Reduce -3.2% |
| PG The Procter & Gamble Co. | 0.38% | 156,209 | $26.2M | Add +3.3% |
| PLTR Palantir Technologies Inc. Class A | 0.35% | 320,030 | $24.2M | Add +4.1% |
| SCHV Schwab US Large-Cap Value | 0.34% | 910,701 | $23.7M | Reduce -2.1% |
| DFAE Dimensional Emerging Core Eq | 0.34% | 914,556 | $23.2M | Add +3.5% |
| ABBV Abbvie Inc. | 0.33% | 126,820 | $22.5M | Reduce -5.7% |
| RTX RTX Corp. | 0.32% | 189,166 | $21.9M | Reduce -0.9% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.32% | 628,710 | $21.8M | Reduce -65.7% |
| USRT iShares Core US REIT ETF | 0.31% | 376,928 | $21.6M | Reduce -1.3% |
| AMD Advanced Micro Devices | 0.31% | 178,641 | $21.6M | Reduce -3.5% |
| CVX Chevron Corp. | 0.31% | 145,990 | $21.1M | Add +0.7% |
| BIV Vanguard Intermediate-Term B | 0.30% | 272,595 | $20.4M | Reduce -2.3% |
| CRM Salesforce Inc. | 0.29% | 60,539 | $20.2M | Add +4.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.29% | 354,701 | $20.0M | Reduce -0.8% |
| AVDV Avantis Intl S/C Value ETF | 0.29% | 306,634 | $20.0M | Add +3.6% |
| JNJ Johnson & Johnson | 0.29% | 137,369 | $19.9M | Reduce -4.3% |
| STIP iShares 0-5 Year Tips Bond E | 0.29% | 197,060 | $19.8M | Add +9.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.28% | 217,218 | $19.1M | Reduce -2.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.27% | 45,251 | $18.6M | Reduce -6.3% |
| IJR iShares Core S&P Small-Cap E | 0.27% | 160,122 | $18.4M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 0.26% | 34,203 | $18.0M | Reduce -1.9% |
| MRK Merck & Co. Inc. | 0.26% | 181,038 | $18.0M | Reduce -1.6% |
| AMLP Alerian MLP ETF | 0.26% | 371,889 | $17.9M | Reduce -3.7% |
| PEP Pepsico Inc. | 0.25% | 114,229 | $17.4M | Reduce -30.3% |
| ADBE Adobe Inc. | 0.25% | 38,508 | $17.1M | Reduce -5.7% |
| AXP American Express Co. | 0.25% | 57,360 | $17.0M | Add +5.8% |
| ET Energy Transfer LP | 0.25% | 864,848 | $16.9M | Add +3.1% |
| NOBL Proshares S&P 500 Dividend A | 0.24% | 163,903 | $16.3M | Reduce -2.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.23% | 202,043 | $15.9M | Reduce -6.3% |
| HON Honeywell International Inc. | 0.23% | 69,166 | $15.6M | Reduce -2.8% |
| NFLX Netflix Inc. | 0.23% | 17,444 | $15.5M | Add +11.5% |
| BX Blackstone Inc. | 0.23% | 89,865 | $15.5M | Add +5.7% |
| LMT Lockheed Martin Corp. | 0.22% | 31,259 | $15.2M | Add +0.3% |
| TIP iShares Tips Bond ETF | 0.21% | 138,167 | $14.7M | Add +7.1% |
| SHM SS SPDR N Ice St Muni ETF | 0.21% | 305,102 | $14.5M | Add +3.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.21% | 73,086 | $14.4M | Reduce -1.6% |
| NOW ServiceNow Inc. | 0.21% | 13,576 | $14.4M | Add +5.0% |
| DE Deere & Co. | 0.21% | 33,800 | $14.3M | Add +6.9% |
| SCHA Schwab US Small-Cap ETF | 0.21% | 548,859 | $14.2M | Reduce -3.5% |
| DFAC Dimensional US Core Equity 2 | 0.20% | 406,563 | $14.1M | Add +2.8% |
| AMAT Applied Materials Inc. | 0.20% | 86,014 | $14.0M | Add +12.0% |
| IWF iShares Russell 1000 Growth | 0.20% | 34,567 | $13.9M | Reduce -0.5% |
| BDX Becton Dickinson and Co. | 0.19% | 57,684 | $13.1M | Reduce -10.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.19% | 253,104 | $13.1M | Add +15.6% |
| XLK SS Technology Select Sector | 0.19% | 55,065 | $12.8M | Reduce -2.3% |
| XLP SS Consumer Staples Sel Sect | 0.18% | 159,585 | $12.5M | Reduce -5.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.18% | 117,056 | $12.5M | Reduce -4.5% |
| MCD McDonald's Corp. | 0.18% | 42,209 | $12.2M | Reduce -38.0% |
Options reported separately and not counted above: NVDA calls ($238K), NFLX calls ($86K), SPY puts ($68K), PYPL calls ($62K), BDX puts ($60K), LMT puts ($45K), HON puts ($27K), SPY calls ($26K), EFA calls ($22K), QQQ puts ($17K), UPS calls ($4K), MU calls ($920).
Portfolio Sells Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -28.9% | 1.99% | −0.69 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -65.7% | 0.32% | −0.61 |
| GOVT iShares US Treasury Bond ETF | Reduce -15.1% | 2.07% | −0.37 |
| SCHF Schwab Intl Equity ETF | Reduce -1.5% | 1.51% | −0.16 |
| PEP Pepsico Inc. | Reduce -30.3% | 0.25% | −0.14 |
| LLY Eli Lilly & Co. | Reduce -5.4% | 0.68% | −0.13 |
| AMD Advanced Micro Devices | Reduce -3.5% | 0.31% | −0.12 |
| MCD McDonald's Corp. | Reduce -38.0% | 0.18% | −0.12 |
| AGG iShares Core U.S. Aggregate | Reduce -1.9% | 2.12% | −0.10 |
| DIS The Walt Disney Co. | Reduce -58.6% | 0.09% | −0.09 |
| ZTS Zoetis Inc. | Reduce -74.3% | 0.02% | −0.08 |
| VGK Vanguard Ftse Europe ETF | Reduce -1.1% | 0.74% | −0.08 |
| VPL Vanguard Ftse Pacific ETF | Reduce -0.6% | 0.77% | −0.07 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.0% | 0.64% | −0.06 |
| SHW The Sherwin-Williams Co. | Reduce -69.8% | 0.02% | −0.06 |
| SBUX Starbucks Corp. | Reduce -40.1% | 0.08% | −0.06 |
| CBRE CBRE Group Inc. Class A | Reduce -4.1% | 0.01% | −0.06 |
| ADBE Adobe Inc. | Reduce -5.7% | 0.25% | −0.05 |
| AMGN Amgen Inc. | Reduce -7.0% | 0.17% | −0.05 |
| ABBV Abbvie Inc. | Reduce -5.7% | 0.33% | −0.05 |
| VNQ Vanguard Real Estate ETF | Reduce -2.6% | 0.50% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.6% | 1.78% | −0.05 |
| DVN Devon Energy Corp. | Reduce -45.0% | 0.04% | −0.05 |
| NKE Nike Inc. Class B | Reduce -53.4% | 0.03% | −0.04 |
| JNJ Johnson & Johnson | Reduce -4.3% | 0.29% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -1.0% | 0.51% | −0.04 |
| QCLN First Trust Nasdaq Clean Edg | Sold out | 0.00% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -1.6% | 0.26% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -2.5% | 0.08% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -10.2% | 0.19% | −0.03 |
| STZ Constellation Brands Inc. Class A | Reduce -32.5% | 0.04% | −0.03 |
| FCX Freeport-McMoran Inc. | Reduce -5.2% | 0.08% | −0.03 |
| CAT Caterpillar Inc. | Reduce -11.5% | 0.14% | −0.03 |
| CASY Casey's General Stores Inc. | Sold out | 0.00% | −0.03 |
| AJG Arthur J Gallagher & Co. | Reduce -47.9% | 0.03% | −0.03 |
| MU Micron Technology Inc. | Reduce -23.8% | 0.04% | −0.02 |
| IBDP iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.02 |
| NXTE Axs Green Alpha ETF | Reduce -21.4% | 0.07% | −0.02 |
| BNL Broadstone Net Lease Inc. | Reduce -12.0% | 0.07% | −0.02 |
| PFE Pfizer Inc. | Reduce -26.2% | 0.05% | −0.02 |
| USRT iShares Core US REIT ETF | Reduce -1.3% | 0.31% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -5.1% | 0.15% | −0.02 |
| CVS CVS Health Corp. | Reduce -53.3% | 0.01% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -9.1% | 0.10% | −0.02 |
| IDXX Idexx Laboratories Inc. | Reduce -35.2% | 0.02% | −0.02 |
| IAGG iShares Intl Aggregate Bond | Reduce -1.7% | 0.55% | −0.02 |
| TGT Target Corp. | Reduce -32.9% | 0.03% | −0.02 |
| DOW Dow Inc. | Reduce -11.4% | 0.04% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -4.1% | 0.84% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -32.3% | 0.05% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| IVV iShares Core S&P 500 ETF | Add +28.6% | 1.74% | +0.44 |
| AMZN Amazon.com Inc. | Add +2.1% | 1.71% | +0.32 |
| AAPL Apple Inc. | Add +0.9% | 2.97% | +0.28 |
| NVDA Nvidia Corp. | Add +1.8% | 2.17% | +0.28 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +27.9% | 1.59% | +0.27 |
| PLTR Palantir Technologies Inc. Class A | Add +4.1% | 0.35% | +0.19 |
| JPM JPMorgan Chase & Co. | Add +11.3% | 0.58% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +5.3% | 0.59% | +0.11 |
| GEV GE Vernova Inc. | Add +240.8% | 0.13% | +0.10 |
| WMT Walmart Inc. | Add +0.3% | 0.74% | +0.09 |
| JPST JPMorgan Ultra-Short Income | Add +114.9% | 0.16% | +0.08 |
| UBER Uber Technologies Inc. | Add +188.4% | 0.14% | +0.08 |
| HWM Howmet Aerospace Inc. | Add +2600.8% | 0.09% | +0.08 |
| V Visa Inc. Class A | Add +1.1% | 0.49% | +0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +5.3% | 1.44% | +0.07 |
| NFLX Netflix Inc. | Add +11.5% | 0.23% | +0.07 |
| CRM Salesforce Inc. | Add +4.3% | 0.29% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +7.3% | 0.80% | +0.06 |
| ET Energy Transfer LP | Add +3.1% | 0.25% | +0.05 |
| MAR Marriott International Class A | Add +34.6% | 0.14% | +0.05 |
| GS Goldman Sachs Group Inc. | Add +40.4% | 0.12% | +0.05 |
| NOW ServiceNow Inc. | Add +5.0% | 0.21% | +0.04 |
| COST Costco Wholesale Corp. | Add +1.9% | 0.62% | +0.04 |
| BX Blackstone Inc. | Add +5.7% | 0.23% | +0.04 |
| GRID First TRST Nasd Class Edg Sgiif | New | 0.04% | +0.04 |
| AXP American Express Co. | Add +5.8% | 0.25% | +0.04 |
| MSFT Microsoft Corp. | Add +1.9% | 2.07% | +0.04 |
| META Meta Platforms Inc. Class A | Add +1.5% | 0.64% | +0.04 |
| HUBB Hubbell Inc. | Add +11.7% | 0.04% | +0.03 |
| BKNG Booking Holdings Inc. | Add +34.6% | 0.08% | +0.03 |
| APO Apollo Global Management Inc. | Add +88.3% | 0.05% | +0.03 |
| STIP iShares 0-5 Year Tips Bond E | Add +9.7% | 0.29% | +0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +15.6% | 0.19% | +0.03 |
| TMUS T-Mobile US Inc. | Add +66.3% | 0.05% | +0.02 |
| IWY iShares Russell Top 200 Grow | Add +10.7% | 0.13% | +0.02 |
| MS Morgan Stanley | Add +23.8% | 0.06% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +18.7% | 0.10% | +0.02 |
| BNDX Vanguard Total Intl Bond ETF | Add +2.9% | 0.88% | +0.02 |
| ILCG iShares Morningstar Growth E | Add +7.5% | 0.14% | +0.02 |
| DE Deere & Co. | Add +6.9% | 0.21% | +0.02 |
| PTRB Pgim Total Return Bond ETF | Add +82.3% | 0.05% | +0.02 |
| LNG Cheniere Energy Inc. | Add +7.2% | 0.08% | +0.02 |
| EQIX Equinix Inc. | Add +75.0% | 0.04% | +0.02 |
| FDX FedEx Corp. | Add +48.8% | 0.05% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +12.5% | 0.09% | +0.02 |
| IYW iShares Ustechnology ETF | Add +8.6% | 0.11% | +0.02 |
| CAN Canaan Inc. | Add +4.9% | 0.03% | +0.02 |
| VLO Valero Energy Corp. | Add +112.4% | 0.03% | +0.02 |
| XLF SS Financial Select Sector | Add +67.1% | 0.03% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +13.8% | 0.10% | +0.01 |
Options Activity Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | call | Reduce -12.2% | 18,000 | $238K |
| NFLX Netflix Inc. | call | New | 2,000 | $86K |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Reduce -15.1% | 4,500 | $68K |
| PYPL PayPal Holdings Inc. | call | New | 2,000 | $62K |
| SMCI Super Micro Computer Inc. | call | Sold out | 1,500 | $56Kbefore exit |
| TSM Taiwan Semiconductor-SP ADR | call | Sold out | 5,000 | $48Kbefore exit |
| TSLA Tesla Inc. | call | Sold out | 2,000 | $44Kbefore exit |
| HON Honeywell International Inc. | put | Reduce -4.2% | 2,300 | $27K |
| IDXX Idexx Laboratories Inc. | put | Sold out | 2,100 | $27Kbefore exit |
| EFA iShares MSCI Eafe ETF | call | Add +4.4% | 9,500 | $22K |
| QQQ Invesco QQQ Trust Series 1 | put | Reduce -60.0% | 1,000 | $17K |
| SCHW Schwab (charles) Corp. | call | Sold out | 5,500 | $16Kbefore exit |
| BA The Boeing Co. | call | Sold out | 1,300 | $8Kbefore exit |
| UPS United Parcel Service Class B | call | New | 3,200 | $4K |
| MU Micron Technology Inc. | call | New | 8,000 | $920 |
| BA The Boeing Co. | put | Sold out | 3,000 | $60before 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 |