Quest 10 Wealth Builders, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Quest 10 Wealth Builders, Inc. reported 765 stock positions worth $93.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 7.2% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.6%) and Vanguard Mrngstar GR ETF-Sui (VUG, 4.2%). Compared with Q4 2024, it opened 127 new positions, sold out of 76, added to 185 and reduced 283. The biggest buy was a new position in Trueshr Seasonality La B ETF (ONEZ) and the biggest sale Innovator U.S. Equity Power (PSEP, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- Fuquay-Varina, VA
- CIK
- 0002035215
- Portfolio Value
- $93.4M (Q1 2025)
- SEC Filing
- 0001437749-25-013988 ↗ filed May 1, 2025
Holdings Value
Holdings 765 stocks · $93.4M
| VOO Vanguard S&P 500 ETF | 7.20% | 12,986 | $6.7M | Reduce -1.7% |
| IVV iShares Core S&P 500 ETF | 4.64% | 7,538 | $4.3M | Reduce -4.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.19% | 10,395 | $3.9M | Reduce -6.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.13% | 22,246 | $3.9M | Reduce -6.9% |
| IYW iShares Ustechnology ETF | 2.90% | 18,508 | $2.7M | Reduce -2.7% |
| GLD SPDR Gold Shares | 2.80% | 9,067 | $2.6M | Reduce -11.7% |
| IWY iShares Russell Top 200 Grow | 2.55% | 11,302 | $2.4M | Reduce -2.9% |
| IJR iShares Core S&P Small-Cap E | 2.49% | 21,708 | $2.3M | Reduce -2.5% |
| IYH iShares U.S. Healthcare ETF | 2.25% | 34,353 | $2.1M | Reduce -2.2% |
| DGRO iShares Core Dividend Growth | 1.94% | 28,858 | $1.8M | Add +2.2% |
| IWX iShares Russell Top 200 Valu | 1.65% | 18,748 | $1.5M | Reduce -2.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.56% | 2,961 | $1.5M | Reduce -4.1% |
| VGSH Vanguard Short-Term Treasury | 1.44% | 22,922 | $1.3M | Reduce -11.1% |
| XLP SS Consumer Staples Sel Sect | 1.35% | 15,471 | $1.3M | Reduce -4.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.33% | 18,209 | $1.2M | Add +0.5% |
| IEMG iShares Core MSCI Emerging | 1.31% | 22,681 | $1.2M | Reduce -2.8% |
| AGG iShares Core U.S. Aggregate | 1.26% | 11,920 | $1.2M | Add +5.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.16% | 3,935 | $1.1M | Reduce -23.9% |
| PMAY Innovator U.S. Equity Power | 1.15% | 29,723 | $1.1M | Reduce -1.0% |
| IXUS iShares Core Intl Stock ETF | 1.13% | 15,121 | $1.1M | Reduce -2.1% |
| USRT iShares Core US REIT ETF | 1.12% | 17,877 | $1.0M | Reduce -3.6% |
| OCTT All US Equ BUF10 Oct ETF-Usd | 1.10% | 27,559 | $1.0M | Add +3.1% |
| JANT Allianzim US Eq BFFR10 JN-US | 1.10% | 29,154 | $1.0M | Add +3.2% |
| SIXD Allian US Equ 6 Mon BU10-Usd | 1.04% | 37,175 | $975K | Add +3.0% |
| EFV iShares MSCI Eafe Value ETF | 1.03% | 16,377 | $965K | Add +9.5% |
| GDEC FT Vest US Equity Moderate B | 0.92% | 25,992 | $861K | Add +13.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.91% | 8,540 | $854K | Add +1.0% |
| AMZN Amazon.com Inc. | 0.91% | 4,083 | $851K | Add +2.3% |
| PAPR Innovator U.S. Equity Power | 0.89% | 22,840 | $827K | Reduce -0.6% |
| NVDA Nvidia Corp. | 0.86% | 6,806 | $807K | Add +11.2% |
| DECT Allianzim US Eq BFFR10 DC-US | 0.84% | 25,177 | $781K | Add +3.5% |
| VMBS Vanguard Mortgage-Backed Sec | 0.80% | 16,096 | $745K | Add +1.7% |
| DVY iShares Select Dividend ETF | 0.79% | 5,482 | $736K | Reduce -30.6% |
| PJUN Innovator U.S. Equity Power | 0.76% | 19,090 | $713K | No change |
| TIP iShares Tips Bond ETF | 0.76% | 6,435 | $713K | Add +1.1% |
| VYM Vanguard High DVD Yield ETF | 0.74% | 5,396 | $696K | Reduce -17.8% |
| USIG iShares Broad Usd Investment | 0.74% | 13,572 | $693K | Add +1.8% |
| IWS iShares Russell Mid-Cap Valu | 0.71% | 5,265 | $663K | Add +0.8% |
| PDEC Innovator U.S. Equity Power | 0.69% | 17,030 | $648K | Reduce -0.2% |
| DUK Duke Energy Corp. | 0.69% | 5,301 | $647K | Reduce -2.7% |
| IDEV iShares Core MSCI Dev MKTS | 0.68% | 9,264 | $638K | Add +0.0% |
| PSEP Innovator U.S. Equity Power | 0.65% | 15,729 | $611K | Reduce -46.4% |
| AAPL Apple Inc. | 0.64% | 2,687 | $597K | Reduce -14.3% |
| PJUL Innovator U.S. Equity Power | 0.64% | 14,595 | $596K | No change |
| PAUG Innovator U.S. Equity Power | 0.64% | 15,577 | $595K | Reduce -0.4% |
| FGD First Trust DJ GL Sel DVD | 0.60% | 23,293 | $564K | Add +1.4% |
| WDIV St STR SPD S&P Glo Div-US Inc. | 0.60% | 8,639 | $562K | Add +0.6% |
| PMAR Innovator U.S. Equity Power | 0.56% | 12,928 | $524K | Add +12.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.56% | 2,351 | $521K | Reduce -15.3% |
| MSFT Microsoft Corp. | 0.56% | 1,383 | $519K | Add +7.5% |
| VGLT Vanguard Long-Term Treasury | 0.54% | 8,758 | $505K | Add +5.6% |
| VGIT Vanguard Intermediate-Term T | 0.53% | 8,355 | $496K | Add +5.2% |
| MINT PIMCO Enhanced Short Maturit | 0.52% | 4,866 | $490K | Add +3.2% |
| PNOV Innovator U.S. Equity Power | 0.49% | 12,348 | $460K | Reduce -20.7% |
| POCT Innovator U.S. Equity Power | 0.48% | 11,495 | $447K | Reduce -19.4% |
| DIV Global X Superdividend Use | 0.44% | 22,040 | $415K | Reduce -2.2% |
| IWF iShares Russell 1000 Growth | 0.44% | 1,091 | $414K | Reduce -8.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.44% | 11,235 | $409K | Reduce -18.0% |
| ICLO Invesco Aaa Clo F/R Note ETF | 0.42% | 15,449 | $394K | Add +19.7% |
| JANW Alianzim US Eq BFR20 Jan-Usd | 0.42% | 11,730 | $390K | Add +83.2% |
| IWP iShares Russell Mid-Cap Grow | 0.42% | 3,301 | $388K | Reduce -9.4% |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.39% | 12,103 | $362K | Add +115.5% |
| EDIV State Street SPDR S&P Emergi | 0.37% | 9,577 | $342K | Reduce -5.9% |
| QBER Trueshares Quartly B HDG ETF | 0.36% | 13,461 | $334K | Add +21.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 580 | $324K | Reduce -57.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.34% | 4,035 | $318K | Reduce -32.4% |
| ONEZ Trueshr Seasonality La B ETF | 0.32% | 12,638 | $299K | New |
| ZTS Zoetis Inc. | 0.32% | 1,818 | $299K | Add +0.1% |
| CLOI Vaneck Clo ETF | 0.32% | 5,606 | $296K | Add +21.8% |
| SPAB SS SPDR P Agg Bond ETF | 0.31% | 11,328 | $290K | Reduce -4.8% |
| PJAN Innovator U.S. Equity Power | 0.31% | 6,953 | $288K | Reduce -26.7% |
| LISTED FDS TR | 0.30% | 7,915 | $284K | Add +19.0% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.29% | 5,238 | $266K | Reduce -9.5% |
| CVX Chevron Corp. | 0.28% | 1,584 | $265K | Reduce -15.2% |
| VTWO Vanguard Russell 2000 ETF | 0.27% | 3,173 | $256K | Reduce -2.6% |
| ABBV Abbvie Inc. | 0.27% | 1,209 | $253K | Reduce -3.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.27% | 6,190 | $252K | Reduce -37.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.27% | 596 | $250K | Reduce -8.3% |
| CVS CVS Health Corp. | 0.26% | 3,653 | $247K | Reduce -28.1% |
| NBOS Neuberger Option Strategy Et | 0.26% | 9,652 | $247K | Reduce -2.2% |
| SIXF Allian US Equ 6 Mon BU10-Usd | 0.26% | 8,723 | $243K | New |
| XOM Exxon Mobil Corp. | 0.25% | 1,932 | $230K | Reduce -21.2% |
| ANGL Vaneck Fallen Angel High YLD | 0.24% | 7,902 | $228K | Reduce -3.5% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 4,383 | $223K | Reduce -6.3% |
| GOOGL Alphabet Inc. Class A | 0.24% | 1,421 | $220K | Reduce -16.5% |
| JNJ Johnson & Johnson | 0.23% | 1,312 | $218K | Reduce -42.8% |
| COST Costco Wholesale Corp. | 0.23% | 228 | $215K | Reduce -18.0% |
| OCTW Alianzim US Eq BFR20 Oct-Usd | 0.23% | 6,050 | $212K | Add +116.4% |
| PFEB Innovator U.S. Equity Power | 0.22% | 5,774 | $207K | Reduce -35.0% |
| FNB FNB Corp. | 0.21% | 14,766 | $199K | No change |
| MO Altria Group Inc. | 0.21% | 3,305 | $198K | Reduce -27.9% |
| IVW iShares S&P 500 Growth ETF | 0.21% | 2,105 | $195K | Add +6.3% |
| JPM JPMorgan Chase & Co. | 0.21% | 784 | $192K | Reduce -35.0% |
| QUAL iShares MSCI USA Quality Fac | 0.19% | 1,051 | $180K | Add +7.1% |
| IYF iShares US Financials ETF | 0.19% | 1,579 | $178K | Reduce -25.9% |
| SIXO Allian US Equ 6 Mon BU10-Usd | 0.19% | 5,601 | $177K | Add +276.4% |
| ITOT iShares Core S&P Total U.S. | 0.19% | 1,439 | $176K | Reduce -17.3% |
| QBUL Trueshare QRT Bull Hdge ETF | 0.19% | 7,028 | $175K | Add +27.6% |
| VGT Vanguard Info Tech ETF | 0.18% | 314 | $170K | Reduce -1.3% |
| LISTED FDS TR | 0.18% | 4,533 | $169K | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $304 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 11 | $304 | No change |
Lines left out (7) · $3K — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| BKNG Booking Holdings Inc. | COM | 0 | $875 |
| MTD Mettler-Toledo International | COM | 0 | $472 |
| ORLY O'reilly Automotive Inc. | COM | 0 | $401 |
| NVR NVR Inc. | COM | 0 | $362 |
| GWW WW Grainger Inc. | COM | 0 | $316 |
| MPWR Monolithic Power Systems Inc. | COM | 0 | $273 |
| APP AppLovin Corp. Class A | COM CL A | 0 | $101 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $93.4M.
Portfolio Sells Q4 2024 → Q1 2025
| PSEP Innovator U.S. Equity Power | Reduce -46.4% | 0.65% | −0.49 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -57.3% | 0.35% | −0.45 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -23.9% | 1.16% | −0.33 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -6.0% | 4.19% | −0.32 |
| DVY iShares Select Dividend ETF | Reduce -30.6% | 0.79% | −0.24 |
| VSGAX VNGD Mrgst SC GRW Idx FD-Adm | Sold out | 0.00% | −0.23 |
| CHARLES SCHWAB BANK SSB (SCHW 5.15 03/13/25) | Sold out | 0.00% | −0.22 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -37.6% | 0.27% | −0.17 |
| IWY iShares Russell Top 200 Grow | Reduce -2.9% | 2.55% | −0.17 |
| SPEM State Street SP PTF Em ETF | Reduce -89.5% | 0.02% | −0.15 |
| WELLS FARGO BANK NA (WFC 4.45 01/30/26) | Sold out | 0.00% | −0.15 |
| AAPL Apple Inc. | Reduce -14.3% | 0.64% | −0.14 |
| VSCGX Vanguard Lifestrateg 40/60-I | Sold out | 0.00% | −0.13 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -32.4% | 0.34% | −0.13 |
| SMAX iShares L Cap MB Sep ETF | Reduce -89.2% | 0.02% | −0.13 |
| IYW iShares Ustechnology ETF | Reduce -2.7% | 2.90% | −0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -15.3% | 0.56% | −0.10 |
| PFEB Innovator U.S. Equity Power | Reduce -35.0% | 0.22% | −0.10 |
| QQQM Invesco Nasdaq 100 ETF | Sold out | 0.00% | −0.10 |
| JNJ Johnson & Johnson | Reduce -42.8% | 0.23% | −0.10 |
| PNOV Innovator U.S. Equity Power | Reduce -20.7% | 0.49% | −0.09 |
| PM Philip Morris International | Reduce -69.0% | 0.07% | −0.09 |
| PJAN Innovator U.S. Equity Power | Reduce -26.7% | 0.31% | −0.09 |
| VYM Vanguard High DVD Yield ETF | Reduce -17.8% | 0.74% | −0.09 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -85.8% | 0.02% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -16.5% | 0.24% | −0.09 |
| FEX First Trust Large Cap Core A | Reduce -38.1% | 0.16% | −0.08 |
| POCT Innovator U.S. Equity Power | Reduce -19.4% | 0.48% | −0.08 |
| BILZ PIMCO Ultra SHRT Govt Active | Reduce -62.0% | 0.06% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -42.9% | 0.12% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -35.0% | 0.21% | −0.08 |
| TLT iShares 20+ Year Treasury BD | Reduce -39.1% | 0.17% | −0.08 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -99.6% | 0.00% | −0.08 |
| PEP Pepsico Inc. | Reduce -55.4% | 0.07% | −0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -50.2% | 0.06% | −0.06 |
| TFC Truist Financial Corp. | Reduce -97.6% | 0.00% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.5% | 2.49% | −0.06 |
| KJAN Innovator U.S. Small Cap Pow | Sold out | 0.00% | −0.06 |
| ADBE Adobe Inc. | Reduce -35.9% | 0.08% | −0.06 |
| ORCL Oracle Corp. | Reduce -55.7% | 0.04% | −0.06 |
| TBK BANK SSB (EQBKTX 4.3 08/18/25 0000) | Sold out | 0.00% | −0.05 |
| BFEB Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -47.2% | 0.08% | −0.05 |
| VGSH Vanguard Short-Term Treasury | Reduce -11.1% | 1.44% | −0.05 |
| GWX State Street SPDR S&P Intern | Reduce -74.1% | 0.02% | −0.05 |
| RDVY First Trust Rising Dividend | Reduce -58.1% | 0.04% | −0.05 |
| BANK OF AMERICA NA (BAC 4.05 10/24/25) | Sold out | 0.00% | −0.05 |
| VWELX Vanguard Wellington-Inv | Sold out | 0.00% | −0.05 |
| SCHP Schwab U.S. Tips ETF | Reduce -99.0% | 0.00% | −0.05 |
| IWP iShares Russell Mid-Cap Grow | Reduce -9.4% | 0.42% | −0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| ONEZ Trueshr Seasonality La B ETF | New | 0.32% | +0.32 |
| SIXF Allian US Equ 6 Mon BU10-Usd | New | 0.26% | +0.26 |
| EFV iShares MSCI Eafe Value ETF | Add +9.5% | 1.03% | +0.25 |
| DECW Alianzim US Eq BFR20 Dec-Usd | Add +115.5% | 0.39% | +0.22 |
| DGRO iShares Core Dividend Growth | Add +2.2% | 1.94% | +0.21 |
| JANW Alianzim US Eq BFR20 Jan-Usd | Add +83.2% | 0.42% | +0.20 |
| LISTED FDS TR | New | 0.18% | +0.18 |
| AGG iShares Core U.S. Aggregate | Add +5.4% | 1.26% | +0.17 |
| GDEC FT Vest US Equity Moderate B | Add +13.6% | 0.92% | +0.15 |
| TUA Sim St Treas Fut Strat ETF | Add +730.3% | 0.17% | +0.15 |
| SIXO Allian US Equ 6 Mon BU10-Usd | Add +276.4% | 0.19% | +0.14 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | Add +116.4% | 0.23% | +0.13 |
| PMAR Innovator U.S. Equity Power | Add +12.7% | 0.56% | +0.10 |
| EFG iShares MSCI Eafe Growth ETF | Add +1.0% | 0.91% | +0.10 |
| FGD First Trust DJ GL Sel DVD | Add +1.4% | 0.60% | +0.10 |
| ICLO Invesco Aaa Clo F/R Note ETF | Add +19.7% | 0.42% | +0.09 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.5% | 1.33% | +0.09 |
| SIXD Allian US Equ 6 Mon BU10-Usd | Add +3.0% | 1.04% | +0.09 |
| IDEV iShares Core MSCI Dev MKTS | Add +0.0% | 0.68% | +0.09 |
| TIP iShares Tips Bond ETF | Add +1.1% | 0.76% | +0.09 |
| LISTED FDS TR | Add +2142.9% | 0.09% | +0.09 |
| QBER Trueshares Quartly B HDG ETF | Add +21.5% | 0.36% | +0.09 |
| VMBS Vanguard Mortgage-Backed Sec | Add +1.7% | 0.80% | +0.08 |
| VGLT Vanguard Long-Term Treasury | Add +5.6% | 0.54% | +0.08 |
| JANT Allianzim US Eq BFFR10 JN-US | Add +3.2% | 1.10% | +0.08 |
| OCTT All US Equ BUF10 Oct ETF-Usd | Add +3.1% | 1.10% | +0.08 |
| TYA Simplify Intermediate Term | Add +779.8% | 0.09% | +0.08 |
| USIG iShares Broad Usd Investment | Add +1.8% | 0.74% | +0.08 |
| CLOI Vaneck Clo ETF | Add +21.8% | 0.32% | +0.08 |
| VGIT Vanguard Intermediate-Term T | Add +5.2% | 0.53% | +0.07 |
| WDIV St STR SPD S&P Glo Div-US Inc. | Add +0.6% | 0.60% | +0.07 |
| VNLA Janus Henderson Short Durati | Add +342.7% | 0.08% | +0.07 |
| DECT Allianzim US Eq BFFR10 DC-US | Add +3.5% | 0.84% | +0.06 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +233.9% | 0.08% | +0.06 |
| LISTED FDS TR | Add +19.0% | 0.30% | +0.06 |
| MINT PIMCO Enhanced Short Maturit | Add +3.2% | 0.52% | +0.05 |
| QBUL Trueshare QRT Bull Hdge ETF | Add +27.6% | 0.19% | +0.05 |
| MTUM iShares MSCI USA Momentum Fa | Add +122.3% | 0.09% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +53.5% | 0.10% | +0.05 |
| NVDA Nvidia Corp. | Add +11.2% | 0.86% | +0.05 |
| AMZN Amazon.com Inc. | Add +2.3% | 0.91% | +0.04 |
| IWS iShares Russell Mid-Cap Valu | Add +0.8% | 0.71% | +0.04 |
| IVE iShares S&P 500 Value ETF | Add +75.9% | 0.08% | +0.04 |
| FV First Trust DW Focus 5 Fund | Add +82.2% | 0.08% | +0.04 |
| SCHX Schwab US Large-Cap ETF | Add +864.5% | 0.04% | +0.03 |
| IAUM iShares Gold Trust Micro | Add +0.7% | 0.15% | +0.03 |
| THRO iShares U.S. Thematic Rotati | New | 0.03% | +0.03 |
| SIXJ Allian US Equ 6 Mon BU10-Usd | New | 0.03% | +0.03 |
| XONE Bondbloxx BBG 1 Dur US Treas | Add +124.3% | 0.05% | +0.03 |
| FDL First Trust Morn DVD Lead Inc. | New | 0.03% | +0.03 |
Notes & Other Activity Q4 2024 → Q1 2025
| BKNG Booking Holdings Inc. | COM | New | 0 | $875 |
| MTD Mettler-Toledo International | COM | New | 0 | $472 |
| ORLY O'reilly Automotive Inc. | COM | New | 0 | $401 |
| NVR NVR Inc. | COM | New | 0 | $362 |
| GWW WW Grainger Inc. | COM | New | 0 | $316 |
| MPWR Monolithic Power Systems Inc. | COM | New | 0 | $273 |
| APP AppLovin Corp. Class A | COM CL A | New | 0 | $101 |
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 | 773 | $128.7M | VOO, IVV, VUG, IYW, VTV |
| Q1 2026 | 760 | $114.1M | VOO, IVV, VUG, VTV, IWY |
| Q4 2025 | 782 | $111.8M | VOO, IVV, VUG, VTV, IYW |
| Q3 2025 | 866 | $108.5M | VOO, IVV, VUG, VTV, IYW |
| Q2 2025 | 781 | $102.7M | VOO, IVV, VUG, VTV, IYW |
| Q1 2025 | 765 | $93.4M | VOO, IVV, VUG, VTV, IYW |
| Q4 2024 | 713 | $100.5M | VOO, IVV, VUG, VTV, IYW |