Ritholtz Wealth Management
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Ritholtz Wealth Management reported 1,289 stock positions worth $6.7 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 9.3% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 5.3%) and iShares 0-5 Year Tips Bond E (STIP, 3.8%). Compared with Q1 2026, it opened 173 new positions, sold out of 76, added to 620 and reduced 464. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +302%) and the biggest sale iShares MSCI USA Min Vol Fac (USMV, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001698218
- Portfolio Value
- $6.7B (Q2 2026)
- SEC Filing
- 0001698218-26-000006 ↗ filed Aug 11, 2026
Holdings Value
Holdings 1,289 stocks · $6.7B
| VTI VG Morningstar TS MKT ETF-US | 9.33% | 1,689,593 | $625.2M | Add +7.3% |
| IVV iShares Core S&P 500 ETF | 5.31% | 475,333 | $356.0M | Reduce -9.7% |
| STIP iShares 0-5 Year Tips Bond E | 3.85% | 2,522,612 | $257.7M | Add +4.7% |
| QQQ Invesco QQQ Trust Series 1 | 3.72% | 338,708 | $249.4M | Add +11.3% |
| AAPL Apple Inc. | 2.91% | 674,862 | $195.3M | Add +3.7% |
| FBND Fidelity Total Bond ETF | 2.76% | 4,066,886 | $185.0M | Add +1.5% |
| VFMO Vanguard US Momentum Factor | 2.75% | 737,643 | $184.0M | Add +4.3% |
| BND Vanguard Total Bond Market | 2.44% | 2,225,187 | $163.4M | Add +4.9% |
| DFSV Dimensional US Small Cap Val | 2.36% | 4,069,099 | $157.8M | Add +5.5% |
| NVDA Nvidia Corp. | 2.12% | 711,310 | $142.3M | Add +4.5% |
| IEFA iShares Core MSCI Eafe ETF | 1.98% | 1,372,046 | $132.5M | Add +2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.97% | 176,908 | $132.1M | Add +301.9% |
| AGG iShares Core U.S. Aggregate | 1.90% | 1,283,233 | $127.0M | Add +3.2% |
| IMTM iShares MSCI Intl Momentum F | 1.45% | 1,825,275 | $97.3M | Add +6.0% |
| DISV Dimensional International SM | 1.43% | 2,385,040 | $95.7M | Add +4.5% |
| IEMG iShares Core MSCI Emerging | 1.12% | 907,508 | $75.2M | Add +0.5% |
| MSFT Microsoft Corp. | 1.03% | 185,928 | $69.4M | Add +0.7% |
| DFEV Dimensional Emrg MRKT Val | 0.93% | 1,460,337 | $62.3M | Add +2.5% |
| AMZN Amazon.com Inc. | 0.90% | 251,646 | $60.0M | Reduce -6.5% |
| GOOGL Alphabet Inc. Class A | 0.89% | 166,229 | $59.4M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 0.82% | 155,536 | $55.0M | Add +2.5% |
| GTND Goaltender ETF | 0.72% | 1,904,208 | $48.4M | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.67% | 858,952 | $45.0M | Add +4.6% |
| MU Micron Technology Inc. | 0.66% | 38,411 | $44.3M | Add +22.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.61% | 375,824 | $41.0M | Add +5.5% |
| AVGO Broadcom Inc. | 0.58% | 102,394 | $38.7M | Reduce -0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.52% | 73,313 | $35.0M | Add +1.0% |
| WDC Western Digital Corp. | 0.52% | 54,808 | $35.0M | Add +15.7% |
| JPM JPMorgan Chase & Co. | 0.49% | 99,633 | $32.6M | Add +2.7% |
| SUB iShares Short-Term National | 0.42% | 267,213 | $28.5M | Reduce -1.5% |
| WMT Walmart Inc. | 0.42% | 246,087 | $27.9M | Reduce -0.9% |
| LLY Eli Lilly & Co. | 0.40% | 22,420 | $26.9M | Add +1.2% |
| STX Seagate Technology Holdings | 0.40% | 27,787 | $26.8M | Add +2.2% |
| TSLA Tesla Inc. | 0.39% | 62,533 | $26.3M | Add +4.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 51,691 | $25.9M | Add +4.4% |
| JNJ Johnson & Johnson | 0.38% | 101,232 | $25.7M | Add +1.7% |
| V Visa Inc. Class A | 0.37% | 71,598 | $24.6M | Add +5.5% |
| COST Costco Wholesale Corp. | 0.36% | 26,053 | $24.4M | Add +10.9% |
| ORI Old Republic Intl Corp. | 0.35% | 574,168 | $23.5M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 0.34% | 41,011 | $23.1M | Reduce -0.0% |
| AMD Advanced Micro Devices | 0.31% | 35,850 | $20.8M | Add +5.7% |
| VEA Vanguard Ftse Developed ETF | 0.29% | 276,732 | $19.7M | Reduce -6.3% |
| LRCX Lam Research Corp. | 0.29% | 44,910 | $19.5M | Add +5.4% |
| CAT Caterpillar Inc. | 0.28% | 17,455 | $18.6M | Add +7.2% |
| C Citigroup Inc. | 0.28% | 132,051 | $18.5M | Add +1.1% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.27% | 188,863 | $18.0M | Add +8.1% |
| VOO Vanguard S&P 500 ETF | 0.27% | 26,100 | $17.9M | Reduce -32.0% |
| IJR iShares Core S&P Small-Cap E | 0.27% | 120,055 | $17.8M | Reduce -9.7% |
| GILD Gilead Sciences Inc. | 0.26% | 135,292 | $17.1M | Reduce -2.8% |
| CSCO Cisco Systems Inc. | 0.25% | 143,951 | $16.9M | Add +23.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.25% | 8,358 | $16.6M | Add +16.6% |
| NVS Novartis AG-Sponsored ADR | 0.25% | 105,819 | $16.6M | Add +1.6% |
| IEF iShares 7-10 Year Treasury B | 0.24% | 167,289 | $15.8M | Add +1.4% |
| MO Altria Group Inc. | 0.23% | 217,102 | $15.6M | Add +6.7% |
| BAC Bank of America Corp. | 0.23% | 268,949 | $15.3M | Add +20.6% |
| KLAC KLA Corp. | 0.22% | 49,335 | $14.9M | Add +11.4% |
| XOM Exxon Mobil Corp. | 0.21% | 105,158 | $14.4M | Add +1.6% |
| TRV The Travelers Cos Inc. | 0.20% | 40,794 | $13.5M | Add +2.3% |
| CLS Celestica Inc. | 0.20% | 36,568 | $13.3M | Reduce -4.0% |
| EME Emcor Group Inc. | 0.20% | 15,962 | $13.2M | Add +2.6% |
| PHM Pultegroup Inc. | 0.20% | 95,698 | $13.1M | Add +1.6% |
| PM Philip Morris International | 0.20% | 72,487 | $13.1M | Add +0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 149,593 | $12.9M | Add +3.3% |
| MA Mastercard Inc. Class A | 0.19% | 24,733 | $12.7M | Reduce -5.5% |
| PG The Procter & Gamble Co. | 0.19% | 86,183 | $12.6M | Add +8.6% |
| ABBV Abbvie Inc. | 0.19% | 49,487 | $12.5M | Add +3.2% |
| GS Goldman Sachs Group Inc. | 0.18% | 12,246 | $12.4M | Add +8.8% |
| IBIT iShares Bitcoin Trust ETF | 0.18% | 365,810 | $12.2M | Add +1.8% |
| SNDK Sandisk Corp. | 0.18% | 5,341 | $12.1M | Add +47.7% |
| TPR Tapestry Inc. | 0.18% | 80,500 | $11.8M | Add +4.4% |
| MLI Mueller Industries Inc. | 0.17% | 93,070 | $11.4M | Add +6.2% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.17% | 453,258 | $11.4M | Reduce -0.4% |
| GE General Electric filed as GE AEROSPACE | 0.17% | 29,667 | $11.1M | Add +9.3% |
| FIX Comfort Systems USA Inc. | 0.16% | 5,432 | $10.8M | Add +7.2% |
| MCK McKesson Corp. | 0.16% | 14,031 | $10.6M | Add +1.6% |
| AMAT Applied Materials Inc. | 0.15% | 14,184 | $10.3M | Reduce -0.1% |
| HIG Hartford Insurance Group Inc. | 0.15% | 77,155 | $10.2M | Reduce -0.2% |
| EBAY eBay Inc. | 0.15% | 90,406 | $10.1M | Add +14.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.15% | 85,601 | $10.1M | Add +0.8% |
| GEV GE Vernova Inc. | 0.15% | 8,522 | $10.0M | Add +7.7% |
| USB US Bancorp | 0.15% | 165,556 | $10.0M | Add +1.0% |
| ORCL Oracle Corp. | 0.15% | 67,260 | $9.9M | Reduce -3.2% |
| VOD Vodafone Group PLC-SP ADR | 0.15% | 742,058 | $9.8M | Reduce -0.5% |
| BMY Bristol-Myers Squibb Co. | 0.15% | 169,475 | $9.8M | Add +54.5% |
| BPOP Popular Inc. | 0.15% | 59,321 | $9.7M | Add +5.2% |
| IWD iShares Russell 1000 Value E | 0.14% | 39,311 | $9.5M | Reduce -7.3% |
| KO The Coca-Cola Co. | 0.14% | 117,049 | $9.5M | Add +4.9% |
| HD Home Depot Inc. | 0.14% | 26,807 | $9.5M | Reduce -3.0% |
| VWO Vanguard Ftse Emerging Marke | 0.14% | 158,248 | $9.4M | Add +6.7% |
| UNH Unitedhealth Group Inc. | 0.14% | 22,405 | $9.3M | Add +60.6% |
| VZ Verizon Communications Inc. | 0.14% | 219,536 | $9.3M | Reduce -1.5% |
| JBL Jabil Inc. | 0.14% | 23,808 | $9.2M | Add +6.1% |
| UNP Union Pacific Corp. | 0.14% | 33,317 | $9.1M | Add +5.3% |
| RTX RTX Corp. | 0.14% | 47,752 | $9.1M | Add +0.9% |
| DELL Dell Technologies -C | 0.13% | 20,941 | $9.0M | Add +11.3% |
| BTI British American Tob-SP ADR | 0.13% | 142,646 | $8.8M | Reduce -1.6% |
| CIEN Ciena Corp. | 0.13% | 17,942 | $8.8M | Add +69.5% |
| INTC Intel Corp. | 0.13% | 62,252 | $8.7M | Add +30.1% |
| MS Morgan Stanley | 0.13% | 41,371 | $8.6M | Add +2.9% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.13% | 201,089 | $8.5M | Add +5.1% |
Options reported separately and not counted above: AAPL puts ($637K), PLTR puts ($525K), FIX calls ($198K), TOST calls ($139K), BWXT calls ($136K), IRM calls ($101K), STRL calls ($84K), IESC calls ($73K), AFRM calls ($41K), KMB calls ($33K), CMCSA puts ($25K), BBIO calls ($22K), and 11 more.
Other holdings (1): bonds, preferreds, convertibles and warrants · $995K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 860 | $995K | No change |
Total filed on the 13F, all lines: $6.7B.
Portfolio Sells Q1 2026 → Q2 2026
| USMV iShares MSCI USA Min Vol Fac | Reduce -99.4% | 0.01% | −1.28 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -92.1% | 0.09% | −1.23 |
| IVV iShares Core S&P 500 ETF | Reduce -9.7% | 5.31% | −0.65 |
| VOO Vanguard S&P 500 ETF | Reduce -32.0% | 0.27% | −0.13 |
| WMT Walmart Inc. | Reduce -0.9% | 0.42% | −0.12 |
| GILD Gilead Sciences Inc. | Reduce -2.8% | 0.26% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -6.5% | 0.90% | −0.08 |
| SUB iShares Short-Term National | Reduce -1.5% | 0.42% | −0.08 |
| MDT Medtronic PLC | Reduce -67.6% | 0.03% | −0.07 |
| NFLX Netflix Inc. | Reduce -6.0% | 0.11% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -0.0% | 0.34% | −0.06 |
| EQNR Equinor ASA-Spon ADR | Reduce -9.5% | 0.09% | −0.06 |
| HON Honeywell International Inc. | Reduce -1.9% | 0.04% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -1.5% | 0.14% | −0.06 |
| ORI Old Republic Intl Corp. | Reduce -1.1% | 0.35% | −0.05 |
| AEM Agnico Eagle Mines Ltd. | Reduce -21.9% | 0.05% | −0.05 |
| VOD Vodafone Group PLC-SP ADR | Reduce -0.5% | 0.15% | −0.05 |
| T AT&T Inc. | Reduce -4.0% | 0.07% | −0.05 |
| AZN Astrazeneca PLC | Reduce -17.4% | 0.10% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -22.3% | 0.07% | −0.04 |
| BABA Alibaba Group Holding-SP ADR | Reduce -7.5% | 0.07% | −0.04 |
| IDCC Interdigital Inc. | Reduce -8.9% | 0.11% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -8.3% | 0.07% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -43.6% | 0.05% | −0.04 |
| NXST Nexstar Media Group Inc. | Reduce -30.3% | 0.05% | −0.04 |
| HCA HCA Healthcare Inc. | Reduce -5.1% | 0.08% | −0.04 |
| LDOS Leidos Holdings Inc. | Reduce -33.6% | 0.02% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -5.5% | 0.19% | −0.04 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -34.0% | 0.03% | −0.04 |
| IDXX Idexx Laboratories Inc. | Reduce -26.4% | 0.05% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -6.3% | 0.29% | −0.03 |
| IMO Imperial Oil Ltd. | Reduce -0.8% | 0.09% | −0.03 |
| PFE Pfizer Inc. | Reduce -7.4% | 0.07% | −0.03 |
| SU Suncor Energy Inc. | Reduce -1.0% | 0.07% | −0.03 |
| ORCL Oracle Corp. | Reduce -3.2% | 0.15% | −0.03 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.03 |
| HIG Hartford Insurance Group Inc. | Reduce -0.2% | 0.15% | −0.03 |
| PH Parker Hannifin Corp. | Reduce -32.0% | 0.05% | −0.03 |
| ABT Abbott Laboratories | Reduce -9.2% | 0.06% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -3.4% | 0.06% | −0.03 |
| LYB Lyondellbasell Indu Class A | Reduce -7.9% | 0.03% | −0.03 |
| TTE Totalenergies SE | Reduce -9.5% | 0.05% | −0.03 |
| GFI Gold Fields Ltd.-Spons ADR | Reduce -6.6% | 0.04% | −0.03 |
| PEP Pepsico Inc. | Reduce -3.1% | 0.06% | −0.02 |
| INTU Intuit Inc. | Reduce -26.5% | 0.01% | −0.02 |
| CSGS CSG Systems Intl Inc. | Sold out | 0.00% | −0.02 |
| NOC Northrop Grumman Corp. | Reduce -24.0% | 0.02% | −0.02 |
| GCT Gigacloud Technology Inc. Class A | Reduce -16.5% | 0.02% | −0.02 |
| VIPS Vipshop Holdings Ltd. - ADR | Reduce -21.1% | 0.03% | −0.02 |
| SLB SLB Ltd. | Reduce -11.8% | 0.05% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Add +301.9% | 1.97% | +1.47 |
| GTND Goaltender ETF | New | 0.72% | +0.72 |
| QQQ Invesco QQQ Trust Series 1 | Add +11.3% | 3.72% | +0.67 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.3% | 9.33% | +0.57 |
| MU Micron Technology Inc. | Add +22.1% | 0.66% | +0.48 |
| VFMO Vanguard US Momentum Factor | Add +4.3% | 2.75% | +0.33 |
| WDC Western Digital Corp. | Add +15.7% | 0.52% | +0.30 |
| STX Seagate Technology Holdings | Add +2.2% | 0.40% | +0.22 |
| AMD Advanced Micro Devices | Add +5.7% | 0.31% | +0.19 |
| SNDK Sandisk Corp. | Add +47.7% | 0.18% | +0.14 |
| LRCX Lam Research Corp. | Add +5.4% | 0.29% | +0.13 |
| KLAC KLA Corp. | Add +11.4% | 0.22% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.0% | 0.52% | +0.10 |
| CSCO Cisco Systems Inc. | Add +23.3% | 0.25% | +0.10 |
| INTC Intel Corp. | Add +30.1% | 0.13% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | Add +16.6% | 0.25% | +0.08 |
| DELL Dell Technologies -C | Add +11.3% | 0.13% | +0.08 |
| CAT Caterpillar Inc. | Add +7.2% | 0.28% | +0.08 |
| UNH Unitedhealth Group Inc. | Add +60.6% | 0.14% | +0.07 |
| FIGR Figure Technology Solut Class A | New | 0.07% | +0.07 |
| NVDA Nvidia Corp. | Add +4.5% | 2.12% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +2.5% | 0.82% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 0.89% | +0.06 |
| CIEN Ciena Corp. | Add +69.5% | 0.13% | +0.06 |
| MKL Markel Group Inc. | Add +417.2% | 0.07% | +0.06 |
| AAPL Apple Inc. | Add +3.7% | 2.91% | +0.05 |
| LLY Eli Lilly & Co. | Add +1.2% | 0.40% | +0.05 |
| TTWO Take-Two Interactive Softwre | Add +1063.6% | 0.05% | +0.05 |
| TOL Toll Brothers Inc. | Add +54.9% | 0.12% | +0.05 |
| DFEV Dimensional Emrg MRKT Val | Add +2.5% | 0.93% | +0.05 |
| VRT Vertiv Holdings Co. Class A | Add +106.3% | 0.07% | +0.04 |
| APH Amphenol Corp. Class A | Add +52.9% | 0.09% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +0.3% | 0.09% | +0.04 |
| BAC Bank of America Corp. | Add +20.6% | 0.23% | +0.04 |
| FIX Comfort Systems USA Inc. | Add +7.2% | 0.16% | +0.04 |
| SOXX iShares Semiconductor ETF | Add +527.8% | 0.04% | +0.04 |
| MYE Myers Industries Inc. | Add +28.5% | 0.09% | +0.04 |
| MOV Movado Group Inc. | Add +162.9% | 0.05% | +0.04 |
| HWM Howmet Aerospace Inc. | Add +131.6% | 0.06% | +0.03 |
| JBL Jabil Inc. | Add +6.1% | 0.14% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +9.5% | 0.07% | +0.03 |
| FLEX Flex Ltd. | Add +5.2% | 0.06% | +0.03 |
| QTUM Defiance Quantum ETF | Add +207.8% | 0.04% | +0.03 |
| NHC National Healthcare Corp. | Add +265.4% | 0.04% | +0.03 |
| BFH Bread Financial Holdings Inc. | Add +37.8% | 0.08% | +0.03 |
| GE General Electric | Add +9.3% | 0.17% | +0.03 |
| KYN Kayne Anderson Energy Infra | New | 0.03% | +0.03 |
| DFIV Dimensional International Va | New | 0.03% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +54.5% | 0.15% | +0.03 |
| MRVL Marvell Technology Inc. | Add +50.5% | 0.04% | +0.03 |
Options Activity Q1 2026 → Q2 2026
| AAPL Apple Inc. | put | New | 2,200 | $637K |
| PLTR Palantir Technologies Inc. Class A | put | New | 4,500 | $525K |
| FIX Comfort Systems USA Inc. | call | New | 100 | $198K |
| TOST Toast Inc. Class A | call | New | 5,000 | $139K |
| BWXT BWX Technologies Inc. | call | New | 700 | $136K |
| IRM Iron Mountain Inc. | call | New | 800 | $101K |
| STRL Sterling Infrastructure Inc. | call | New | 100 | $84K |
| IESC Ies Holdings Inc. | call | New | 100 | $73K |
| AFRM Affirm Holdings Inc. | call | New | 500 | $41K |
| KMB Kimberly-Clark Corp. | call | New | 300 | $33K |
| CMCSA Comcast Corp. Class A | put | New | 1,000 | $25K |
| BBIO Bridgebio Pharma Inc. | call | New | 300 | $22K |
| ADBE Adobe Inc. | call | New | 100 | $21K |
| NOW ServiceNow Inc. | call | New | 200 | $20K |
| APA Apa Corp. | call | New | 500 | $16K |
| QBTS D-Wave Quantum Inc. | call | New | 400 | $10K |
| MU Micron Technology Inc. | call | New | 1 | $1K |
| MRVL Marvell Technology Inc. | call | New | 2 | $596 |
| AMZN Amazon.com Inc. | call | New | 2 | $477 |
| NVDA Nvidia Corp. | call | Reduce -99.8% | 1 | $200 |
| NKE Nike Inc. Class B | call | New | 4 | $164 |
| UBER Uber Technologies Inc. | call | New | 2 | $144 |
| IOT Samsara Inc. Class A | call | New | 1 | $32 |
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 2026Amended | 1,289 | $6.7B | VTI, IVV, STIP, QQQ, AAPL |
| Q1 2026 | 1,189 | $5.8B | VTI, IVV, STIP, FBND, QQQ |
| Q4 2025 | 1,117 | $5.5B | VTI, IVV, QQQ, STIP, FBND |
| Q3 2025 | 1,038 | $5.1B | VTI, IVV, QQQ, STIP, FBND |
| Q2 2025 | 984 | $4.5B | VTI, IVV, QQQ, STIP, FBND |
| Q1 2025 | 919 | $3.3B | VTI, IVV, STIP, AAPL, BND |
| Q4 2024 | 852 | $3.4B | VTI, QQQ, IVV, STIP, AAPL |
| Q3 2024 | 867 | $3.3B | VTI, QQQ, IVV, STIP, AAPL |
| Q2 2024 | 821 | $3.0B | VTI, QQQ, IVV, STIP, AAPL |
| Q1 2024 | 787 | $2.9B | VTI, QQQ, IVV, STIP, SPY |