Prosperity Planning, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 24, 2024), Prosperity Planning, Inc. reported 99 stock positions worth $291.4 million. Its top holding was iShares Core 1-5 Year Usd Bo (ISTB) at 12.0% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 6.1%) and Vanguard Mrngstar GR ETF-Sui (VUG, 5.8%). Compared with Q1 2024, it opened 28 new positions, sold out of 1, added to 23 and reduced 34. The biggest buy was a new position in iShares Core 1-5 Year Usd Bo (ISTB) and the biggest sale iShares S&P 500 Value ETF (IVE, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- NORTH KANSAS CITY, MO
- CIK
- 0001843292
- Portfolio Value
- $291.4M (Q2 2024)
- SEC Filing
- 0001085146-24-003191 ↗ filed Jul 24, 2024
Holdings Value
Holdings 99 stocks · $291.4M
| ISTB iShares Core 1-5 Year Usd Bo | 11.97% | 736,408 | $34.9M | New |
| EFA iShares MSCI Eafe ETF | 6.14% | 228,365 | $17.9M | Add +0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.84% | 45,463 | $17.0M | Reduce -0.8% |
| DFAX Dimensional World Ex US Core | 5.41% | 619,602 | $15.8M | Reduce -1.7% |
| IVE iShares S&P 500 Value ETF | 5.09% | 81,404 | $14.8M | Reduce -7.0% |
| VTIP Vanguard Short-Term Tips | 4.33% | 260,115 | $12.6M | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 4.12% | 65,691 | $12.0M | Reduce -8.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 3.74% | 72,508 | $10.9M | Reduce -8.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 3.62% | 206,030 | $10.6M | Add +5.3% |
| AVDV Avantis Intl S/C Value ETF | 3.45% | 154,632 | $10.0M | Add +0.7% |
| GNMA iShares Gnma Bond ETF | 3.19% | 215,647 | $9.3M | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 2.50% | 31,742 | $7.3M | Add +1.2% |
| AVEM Avantis Emerging Markets Eq | 2.40% | 114,245 | $7.0M | Add +2.6% |
| BSV Vanguard Short-Term Bond ETF | 1.92% | 72,746 | $5.6M | New |
| IVLU iShares MSCI International V | 1.84% | 195,582 | $5.4M | Reduce -10.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.60% | 18,592 | $4.7M | Add +1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.28% | 23,174 | $3.7M | Reduce -3.5% |
| CBRE CBRE Group Inc. Class A | 1.26% | 41,107 | $3.7M | Add +7.6% |
| IWN iShares Russell 2000 Value E | 1.20% | 22,928 | $3.5M | Reduce -1.3% |
| USRT iShares Core US REIT ETF | 1.19% | 64,647 | $3.5M | Add +3.6% |
| SUB iShares Short-Term National | 1.08% | 30,151 | $3.2M | New |
| DFAC Dimensional US Core Equity 2 | 1.06% | 95,557 | $3.1M | Reduce -22.1% |
| AVUS Avantis U.S. Equity ETF | 1.05% | 33,883 | $3.1M | Add +6.0% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.03% | 26,407 | $3.0M | Reduce -2.3% |
| MUB iShares National Muni Bond E | 1.00% | 27,389 | $2.9M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.95% | 5,072 | $2.8M | Reduce -10.9% |
| AGG iShares Core U.S. Aggregate | 0.91% | 27,177 | $2.6M | New |
| AVUV Avantis US Small Cap Value | 0.89% | 28,938 | $2.6M | Add +44.2% |
| IVW iShares S&P 500 Growth ETF | 0.84% | 26,446 | $2.4M | Add +4.6% |
| BND Vanguard Total Bond Market | 0.84% | 33,862 | $2.4M | New |
| ITOT iShares Core S&P Total U.S. | 0.79% | 19,449 | $2.3M | Reduce -0.1% |
| AAPL Apple Inc. | 0.75% | 10,349 | $2.2M | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.69% | 32,807 | $2.0M | Add +0.5% |
| IAGG iShares Intl Aggregate Bond | 0.64% | 37,162 | $1.9M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 4,547 | $1.8M | No change |
| IWD iShares Russell 1000 Value E | 0.58% | 9,679 | $1.7M | Reduce -1.1% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.54% | 39,126 | $1.6M | Add +5.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.52% | 15,274 | $1.5M | New |
| DISV Dimensional International SM | 0.50% | 54,008 | $1.5M | Reduce -5.4% |
| TIP iShares Tips Bond ETF | 0.49% | 13,501 | $1.4M | New |
| EEM iShares MSCI Emerging Market | 0.45% | 30,528 | $1.3M | Reduce -1.3% |
| AVMV Avantis US Mid Cap Val ETF | 0.43% | 21,004 | $1.3M | New |
| AVLC Avantis US LG Cap Eq ETF | 0.42% | 19,457 | $1.2M | New |
| VEA Vanguard Ftse Developed ETF | 0.41% | 24,037 | $1.2M | Reduce -4.4% |
| VMBS Vanguard Mortgage-Backed Sec | 0.39% | 25,054 | $1.1M | Reduce -0.1% |
| O Realty Income Corp. | 0.37% | 20,266 | $1.1M | Add +24.6% |
| SGOV iShares 0-3 Month Treasury B | 0.37% | 10,617 | $1.1M | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.36% | 21,069 | $1.1M | New |
| SHM SS SPDR N Ice St Muni ETF | 0.36% | 22,232 | $1.0M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 3,876 | $1.0M | Add +1.7% |
| IVV iShares Core S&P 500 ETF | 0.35% | 1,884 | $1.0M | Reduce -13.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.34% | 12,356 | $990K | Reduce -16.2% |
| MDY State Street SPDR S&P Midcap | 0.34% | 1,844 | $987K | Reduce -0.6% |
| IWO iShares Russell 2000 Growth | 0.33% | 3,710 | $974K | Reduce -0.4% |
| AVDE Avantis International Equity | 0.31% | 14,302 | $890K | Add +10.5% |
| IWV iShares Russell 3000 ETF | 0.30% | 2,823 | $871K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.30% | 11,172 | $863K | New |
| DFIV Dimensional International Va | 0.29% | 23,362 | $840K | Reduce -3.5% |
| IWF iShares Russell 1000 Growth | 0.29% | 2,301 | $839K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.26% | 6,386 | $771K | No change |
| AVLV Avantis US Large Cap Value | 0.26% | 11,983 | $753K | New |
| VWO Vanguard Ftse Emerging Marke | 0.25% | 16,541 | $724K | Reduce -0.2% |
| TYL Tyler Technologies Inc. | 0.23% | 1,334 | $671K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.23% | 6,197 | $664K | New |
| IBDT iShares Ibonds Dec 2028 ETF | 0.22% | 26,317 | $652K | New |
| VXUS Vanguard Total Intl Stock | 0.22% | 10,633 | $641K | Add +1.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.22% | 7,188 | $633K | Reduce -0.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.21% | 13,708 | $620K | New |
| IJH iShares Core S&P Midcap ETF | 0.18% | 9,084 | $532K | No change |
| COMT iShares Gsci Commodity Dynam | 0.18% | 18,906 | $516K | Add +2.4% |
| NWL Newell Brands Inc. | 0.18% | 79,911 | $512K | Add +29.7% |
| VSS Vanguard Ftse All Wo X-US SC | 0.15% | 3,808 | $447K | Reduce -1.0% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.15% | 8,476 | $444K | New |
| DFAE Dimensional Emerging Core Eq | 0.14% | 15,760 | $408K | Reduce -7.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.13% | 1,547 | $386K | No change |
| IDXX Idexx Laboratories Inc. | 0.12% | 700 | $341K | No change |
| IWM iShares Russell 2000 ETF | 0.12% | 1,666 | $338K | Reduce -7.5% |
| EFV iShares MSCI Eafe Value ETF | 0.11% | 6,271 | $333K | Reduce -16.4% |
| INDA iShares MSCI India ETF | 0.11% | 5,858 | $327K | No change |
| IBDU iShares Ibonds Dec 2029 Term | 0.11% | 14,243 | $323K | New |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.11% | 15,174 | $323K | New |
| IWP iShares Russell Mid-Cap Grow | 0.11% | 2,862 | $316K | Reduce -0.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.11% | 805 | $315K | Add +1.3% |
| VNQ Vanguard Real Estate ETF | 0.10% | 3,619 | $303K | Reduce -0.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.10% | 2,318 | $298K | Reduce -0.7% |
| VT Vanguard Tot World STK ETF | 0.10% | 2,627 | $296K | Add +1.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 1,138 | $276K | No change |
| IFGL iShares International Develo | 0.09% | 13,538 | $268K | Add +0.4% |
| VYM Vanguard High DVD Yield ETF | 0.09% | 2,231 | $265K | Add +7.0% |
| QUAL iShares MSCI USA Quality Fac | 0.09% | 1,452 | $248K | Reduce -2.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.08% | 4,830 | $227K | Reduce -4.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.08% | 2,321 | $226K | No change |
| IBTI iShares Ibonds Dec 2028 Term | 0.08% | 10,288 | $225K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.08% | 3,038 | $221K | Reduce -1.2% |
| LOW Lowe's Cos Inc. | 0.07% | 986 | $217K | No change |
| IEMG iShares Core MSCI Emerging | 0.07% | 3,951 | $211K | New |
| EFG iShares MSCI Eafe Growth ETF | 0.07% | 2,020 | $207K | New |
| IBTE iShares Ibonds Dec 2024 Term | 0.07% | 8,584 | $206K | New |
| ICCC Immucell Corp. | 0.03% | 16,000 | $78K | No change |
Other holdings (3): bonds, preferreds, convertibles and warrants · $1.2M (not counted above)
Total filed on the 13F, all lines: $292.5M.
Portfolio Sells Q1 2024 → Q2 2024
| IVE iShares S&P 500 Value ETF | Reduce -7.0% | 5.09% | −2.84 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -8.0% | 4.12% | −2.52 |
| DFAX Dimensional World Ex US Core | Reduce -1.7% | 5.41% | −2.37 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -8.3% | 3.74% | −2.23 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.8% | 5.84% | −1.81 |
| IVLU iShares MSCI International V | Reduce -10.5% | 1.84% | −1.15 |
| DFAC Dimensional US Core Equity 2 | Reduce -22.1% | 1.06% | −0.84 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.5% | 1.28% | −0.62 |
| IWN iShares Russell 2000 Value E | Reduce -1.3% | 1.20% | −0.59 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -2.3% | 1.03% | −0.52 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -10.9% | 0.95% | −0.50 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.1% | 0.79% | −0.29 |
| IWD iShares Russell 1000 Value E | Reduce -1.1% | 0.58% | −0.27 |
| DISV Dimensional International SM | Reduce -5.4% | 0.50% | −0.25 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.4% | 0.41% | −0.20 |
| IVV iShares Core S&P 500 ETF | Reduce -13.4% | 0.35% | −0.20 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -16.2% | 0.34% | −0.18 |
| EEM iShares MSCI Emerging Market | Reduce -1.3% | 0.45% | −0.17 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -0.1% | 0.39% | −0.16 |
| MDY State Street SPDR S&P Midcap | Reduce -0.6% | 0.34% | −0.16 |
| IWO iShares Russell 2000 Growth | Reduce -0.4% | 0.33% | −0.15 |
| DFIV Dimensional International Va | Reduce -3.5% | 0.29% | −0.14 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -0.6% | 0.22% | −0.10 |
| SPIP SS SPDR P Tips ETF | Sold out | 0.00% | −0.10 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.2% | 0.25% | −0.09 |
| EFV iShares MSCI Eafe Value ETF | Reduce -16.4% | 0.11% | −0.08 |
| IWM iShares Russell 2000 ETF | Reduce -7.5% | 0.12% | −0.07 |
| DFAE Dimensional Emerging Core Eq | Reduce -7.6% | 0.14% | −0.06 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -1.0% | 0.15% | −0.06 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.8% | 0.11% | −0.05 |
| VNQ Vanguard Real Estate ETF | Reduce -0.1% | 0.10% | −0.05 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -0.7% | 0.10% | −0.05 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.2% | 0.08% | −0.03 |
| QUAL iShares MSCI USA Quality Fac | Reduce -2.2% | 0.09% | −0.03 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -4.0% | 0.08% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| ISTB iShares Core 1-5 Year Usd Bo | New | 11.97% | +11.97 |
| VTIP Vanguard Short-Term Tips | New | 4.33% | +4.33 |
| GNMA iShares Gnma Bond ETF | New | 3.19% | +3.19 |
| BSV Vanguard Short-Term Bond ETF | New | 1.92% | +1.92 |
| SUB iShares Short-Term National | New | 1.08% | +1.08 |
| MUB iShares National Muni Bond E | New | 1.00% | +1.00 |
| AGG iShares Core U.S. Aggregate | New | 0.91% | +0.91 |
| BND Vanguard Total Bond Market | New | 0.84% | +0.84 |
| IAGG iShares Intl Aggregate Bond | New | 0.64% | +0.64 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.52% | +0.52 |
| TIP iShares Tips Bond ETF | New | 0.49% | +0.49 |
| AVMV Avantis US Mid Cap Val ETF | New | 0.43% | +0.43 |
| AVLC Avantis US LG Cap Eq ETF | New | 0.42% | +0.42 |
| SGOV iShares 0-3 Month Treasury B | New | 0.37% | +0.37 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.36% | +0.36 |
| SHM SS SPDR N Ice St Muni ETF | New | 0.36% | +0.36 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.30% | +0.30 |
| AVLV Avantis US Large Cap Value | New | 0.26% | +0.26 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.23% | +0.23 |
| IBDT iShares Ibonds Dec 2028 ETF | New | 0.22% | +0.22 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.21% | +0.21 |
| AVIV Avantis Intl LRG Cap Val ETF | New | 0.15% | +0.15 |
| IBDU iShares Ibonds Dec 2029 Term | New | 0.11% | +0.11 |
| IBDV iShares Ibonds Dec 2030 Corp. | New | 0.11% | +0.11 |
| IBTI iShares Ibonds Dec 2028 Term | New | 0.08% | +0.08 |
| IEMG iShares Core MSCI Emerging | New | 0.07% | +0.07 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.07% | +0.07 |
| IBTE iShares Ibonds Dec 2024 Term | New | 0.07% | +0.07 |
| AVUV Avantis US Small Cap Value | Add +44.2% | 0.89% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Add +7.0% | 0.09% | −0.03 |
| VT Vanguard Tot World STK ETF | Add +1.0% | 0.10% | −0.04 |
| DIA SS SPDR Dow Jones Indus Avg | Add +1.3% | 0.11% | −0.05 |
| IFGL iShares International Develo | Add +0.4% | 0.09% | −0.05 |
| O Realty Income Corp. | Add +24.6% | 0.37% | −0.06 |
| NWL Newell Brands Inc. | Add +29.7% | 0.18% | −0.06 |
| COMT iShares Gsci Commodity Dynam | Add +2.4% | 0.18% | −0.06 |
| VXUS Vanguard Total Intl Stock | Add +1.6% | 0.22% | −0.09 |
| AVDE Avantis International Equity | Add +10.5% | 0.31% | −0.09 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.7% | 0.36% | −0.12 |
| IVW iShares S&P 500 Growth ETF | Add +4.6% | 0.84% | −0.20 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +5.8% | 0.54% | −0.21 |
| SCZ iShares MSCI Eafe Small-Cap | Add +0.5% | 0.69% | −0.31 |
| AVUS Avantis U.S. Equity ETF | Add +6.0% | 1.05% | −0.34 |
| USRT iShares Core US REIT ETF | Add +3.6% | 1.19% | −0.44 |
| CBRE CBRE Group Inc. Class A | Add +7.6% | 1.26% | −0.54 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +1.6% | 1.60% | −0.72 |
| AVEM Avantis Emerging Markets Eq | Add +2.6% | 2.40% | −0.73 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +1.2% | 2.50% | −1.08 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +5.3% | 3.62% | −1.24 |
| AVDV Avantis Intl S/C Value ETF | Add +0.7% | 3.45% | −1.46 |
Notes & Other Activity Q1 2024 → Q2 2024
| ISTB iShares Core 1-5 Year Usd Bo | CORE 1 5 YR USD · principal | Sold out | 707,307 | $33.6Mbefore exit |
| VTIP Vanguard Short-Term Tips | STRM INFPROIDX · principal | Sold out | 248,970 | $11.9Mbefore exit |
| GNMA iShares Gnma Bond ETF | GNMA BOND ETF · principal | Sold out | 203,153 | $8.8Mbefore exit |
| BSV Vanguard Short-Term Bond ETF | SHORT TRM BOND · principal | Sold out | 73,532 | $5.6Mbefore exit |
| SUB iShares Short-Term National | SHRT NAT MUN ETF · principal | Sold out | 29,741 | $3.1Mbefore exit |
| MUB iShares National Muni Bond E | NATIONAL MUN ETF · principal | Sold out | 27,367 | $2.9Mbefore exit |
| AGG iShares Core U.S. Aggregate | CORE US AGGBD ET · principal | Sold out | 26,646 | $2.6Mbefore exit |
| BND Vanguard Total Bond Market | TOTAL BND MRKT · principal | Sold out | 33,350 | $2.4Mbefore exit |
| IAGG iShares Intl Aggregate Bond | CORE INTL AGGR · principal | Sold out | 35,705 | $1.8Mbefore exit |
| STIP iShares 0-5 Year Tips Bond E | 0-5 YR TIPS ETF · principal | Sold out | 15,399 | $1.5Mbefore exit |
| TIP iShares Tips Bond ETF | TIPS BD ETF · principal | Sold out | 12,594 | $1.4Mbefore exit |
| VTEB Vanguard Tax-Exempt Bond ETF | TAX EXEMPT BD · principal | Sold out | 21,736 | $1.1Mbefore exit |
| SHM SS SPDR N Ice St Muni ETF | ST NUVE TERM ETF · principal | Sold out | 22,232 | $1.1Mbefore exit |
| VCSH Vanguard S/T Corp. Bond ETF | SHRT TRM CORP BD · principal | Sold out | 11,232 | $868Kbefore exit |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | IBOXX INV CP ETF · principal | Sold out | 6,171 | $672Kbefore exit |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | CORE UNIVRSL USD · principal | Sold out | 14,091 | $642Kbefore exit |
| SGOV iShares 0-3 Month Treasury B | 0-3 MTH TREASURY · principal | Sold out | 5,832 | $587Kbefore exit |
| IBDT iShares Ibonds Dec 2028 ETF | IBDS DEC28 ETF · principal | Sold out | 18,721 | $466Kbefore exit |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Add +5.4% | 15,867 | $394K |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Add +5.4% | 16,452 | $392K |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Add +5.4% | 16,452 | $390K |
| IBTE iShares Ibonds Dec 2024 Term | IBONDS 24 TRM TS · principal | Sold out | 8,584 | $206Kbefore exit |
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 | 87 | $311.6M | EFA, VUG, AVDV, DFAX, IGSB |
| Q1 2026 | 83 | $277.6M | EFA, VUG, AVDV, DFAX, IGSB |
| Q4 2025 | 79 | $270.0M | EFA, VUG, AVDV, DFAX, IGSB |
| Q3 2025 | 80 | $265.3M | EFA, VUG, DFAX, AVDV, IGSB |
| Q2 2025 | 78 | $247.5M | EFA, VUG, DFAX, AVDV, IGSB |
| Q1 2025 | 76 | $222.0M | EFA, VUG, DFAX, AVDV, IGSB |
| Q4 2024 | 76 | $219.7M | VUG, EFA, DFAX, IVE, IGSB |
| Q3 2024 | 77 | $224.8M | EFA, VUG, DFAX, IVE, VBR |
| Q2 2024 | 99 | $291.4M | ISTB, EFA, VUG, DFAX, IVE |
| Q1 2024 | 72 | $206.3M | EFA, IVE, DFAX, VUG, VBR |