Robertson Stephens Wealth Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Robertson Stephens Wealth Management, LLC reported 612 stock positions worth $2.7 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 6.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.7%) and Apple (AAPL, 3.6%). Compared with Q2 2024, it opened 148 new positions, sold out of 19, added to 218 and reduced 204. The biggest buy was Vanguard Int-Term Corporate (VCIT, shares +9850%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001767307
- Portfolio Value
- $2.7B (Q3 2024)
- SEC Filing
- 0001172661-24-004572 ↗ filed Nov 12, 2024
Holdings Value
Holdings 612 stocks · $2.7B
| VOO Vanguard S&P 500 ETF | 6.63% | 339,695 | $179.8M | Add +19.2% |
| IVV iShares Core S&P 500 ETF | 4.69% | 220,527 | $127.2M | Reduce -23.7% |
| AAPL Apple Inc. | 3.57% | 416,105 | $97.0M | Reduce -2.9% |
| VIG Vanguard Dividend Apprec ETF | 2.81% | 383,190 | $76.2M | Add +286.4% |
| VEA Vanguard Ftse Developed ETF | 2.56% | 1,316,807 | $69.5M | Add +53.1% |
| APP AppLovin Corp. Class A | 2.28% | 473,268 | $61.8M | Reduce -11.9% |
| IEMG iShares Core MSCI Emerging | 2.03% | 961,273 | $55.2M | Add +61.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.99% | 93,734 | $53.9M | Reduce -10.1% |
| VCIT Vanguard Int-Term Corporate | 1.93% | 626,483 | $52.5M | Add +9850.5% |
| MSFT Microsoft Corp. | 1.91% | 120,221 | $51.7M | Add +1.2% |
| IWF iShares Russell 1000 Growth | 1.71% | 123,759 | $46.5M | Reduce -0.1% |
| RSP Invesco S&P 500 Equal Weight | 1.65% | 250,610 | $44.9M | Add +136.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.42% | 135,204 | $38.4M | Add +15.0% |
| EFV iShares MSCI Eafe Value ETF | 1.20% | 565,943 | $32.6M | Add +1036.1% |
| GSUS Goldman Sachs Marketbeta US | 1.18% | 405,853 | $32.0M | Add +206.5% |
| IEFA iShares Core MSCI Eafe ETF | 1.17% | 408,242 | $31.9M | Add +165.9% |
| AMZN Amazon.com Inc. | 1.08% | 157,426 | $29.3M | Add +5.0% |
| IWB iShares Russell 1000 ETF | 1.05% | 90,637 | $28.5M | Add +0.9% |
| AGG iShares Core U.S. Aggregate | 1.05% | 281,243 | $28.5M | Add +5.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.04% | 73,573 | $28.2M | Reduce -12.6% |
| XLK SS Technology Select Sector | 1.00% | 120,598 | $27.2M | Reduce -7.2% |
| DFAC Dimensional US Core Equity 2 | 0.99% | 782,481 | $26.8M | Reduce -1.1% |
| GBIL Goldman Sachs Access Treasur | 0.90% | 244,504 | $24.5M | Reduce -7.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.86% | 132,927 | $23.2M | Add +424.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.84% | 49,577 | $22.8M | Add +11.0% |
| STNC Hennessy Sustainable ETF | 0.78% | 674,776 | $21.1M | Reduce -10.7% |
| VGT Vanguard Info Tech ETF | 0.78% | 35,818 | $21.0M | Add +318.9% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.76% | 373,931 | $20.5M | Add +16.0% |
| PFF iShares Preferred & Income S | 0.76% | 617,585 | $20.5M | Add +4373.0% |
| DGRO iShares Core Dividend Growth | 0.75% | 326,692 | $20.5M | Add +963.1% |
| BBUS JPMorgan Betabuilders US Equ | 0.75% | 196,861 | $20.4M | New |
| ITOT iShares Core S&P Total U.S. | 0.75% | 161,394 | $20.3M | Reduce -0.1% |
| USIG iShares Broad Usd Investment | 0.70% | 359,200 | $18.9M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.67% | 37,396 | $18.3M | Add +111.1% |
| GOOG Alphabet Inc. Class C | 0.65% | 105,961 | $17.7M | Reduce -5.0% |
| IEF iShares 7-10 Year Treasury B | 0.64% | 176,037 | $17.3M | Add +85.9% |
| IVW iShares S&P 500 Growth ETF | 0.63% | 179,129 | $17.2M | Add +5.0% |
| XLI SS Industrial Select Sector | 0.61% | 122,824 | $16.6M | Add +152.9% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.58% | 544,980 | $15.8M | New |
| XLF SS Financial Select Sector | 0.57% | 341,694 | $15.5M | Add +335.8% |
| FLTR Vaneck Ig Floating Rate ETF | 0.53% | 563,429 | $14.4M | New |
| NVDA Nvidia Corp. | 0.53% | 117,485 | $14.3M | Add +8.6% |
| GOOGL Alphabet Inc. Class A | 0.52% | 84,531 | $14.0M | Add +0.1% |
| BGC BGC Group Inc. Class A | 0.50% | 1,482,769 | $13.6M | Add +1.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.50% | 139,881 | $13.6M | Add +1132.1% |
| AYI Acuity Inc. | 0.49% | 48,000 | $13.2M | Reduce -0.0% |
| VGLT Vanguard Long-Term Treasury | 0.45% | 199,368 | $12.3M | New |
| VPL Vanguard Ftse Pacific ETF | 0.45% | 155,121 | $12.2M | Add +1035.4% |
| IJH iShares Core S&P Midcap ETF | 0.44% | 191,785 | $12.0M | Add +843.9% |
| IVE iShares S&P 500 Value ETF | 0.44% | 60,140 | $11.9M | Add +0.4% |
| XLC SS Comm Select Sector SPDR | 0.41% | 122,575 | $11.1M | Reduce -23.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.41% | 46,470 | $11.1M | Add +1142.2% |
| MINT PIMCO Enhanced Short Maturit | 0.41% | 109,523 | $11.0M | Add +193.3% |
| VT Vanguard Tot World STK ETF | 0.41% | 92,029 | $11.0M | Add +9.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.40% | 44,833 | $10.9M | New |
| DFAX Dimensional World Ex US Core | 0.40% | 398,293 | $10.8M | Reduce -1.0% |
| DFAT Dimensional US Target Value | 0.38% | 187,488 | $10.4M | Add +0.3% |
| OEF iShares S&P 100 ETF | 0.37% | 36,715 | $10.2M | Add +118.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.37% | 23,870 | $10.1M | Reduce -9.0% |
| XLRE SS Real Estate Select Sector | 0.36% | 219,898 | $9.8M | Add +1374.4% |
| IWR iShares Russell Mid-Cap ETF | 0.36% | 110,721 | $9.8M | Add +5.9% |
| PAVE Global X US Infrastructure | 0.36% | 236,635 | $9.7M | New |
| VWO Vanguard Ftse Emerging Marke | 0.36% | 203,354 | $9.7M | Add +515.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.35% | 238,660 | $9.5M | Reduce -4.6% |
| V Visa Inc. Class A | 0.35% | 34,104 | $9.4M | Reduce -7.4% |
| VHT Vanguard Health Care ETF | 0.34% | 32,314 | $9.2M | Add +243.5% |
| HD Home Depot Inc. | 0.33% | 22,116 | $9.0M | Reduce -8.9% |
| VYM Vanguard High DVD Yield ETF | 0.33% | 68,936 | $8.8M | Add +3926.6% |
| FPE FT-Preferred Secur & Inc. ETF | 0.31% | 470,369 | $8.5M | New |
| JPM JPMorgan Chase & Co. | 0.31% | 40,099 | $8.5M | Add +0.8% |
| UUUU Energy Fuels Inc. | 0.31% | 1,524,210 | $8.4M | Add +18.0% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.30% | 102,606 | $8.2M | Add +4.5% |
| DFUS Dimensional US Eq MKT ETF | 0.30% | 130,831 | $8.1M | Reduce -0.5% |
| SCHZ Schwab US Aggregate Bond ETF | 0.30% | 171,090 | $8.1M | Reduce -1.9% |
| XLP SS Consumer Staples Sel Sect | 0.29% | 96,141 | $8.0M | Add +168.3% |
| IUSV iShares Core S&P U.S. Value | 0.29% | 82,653 | $7.9M | Add +21.4% |
| VFH Vanguard Financials ETF | 0.29% | 71,157 | $7.9M | Add +375.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.28% | 114,263 | $7.7M | Add +744.3% |
| COST Costco Wholesale Corp. | 0.28% | 8,629 | $7.7M | Reduce -2.8% |
| SUSA iShares ESG Optimized MSCI U | 0.28% | 63,090 | $7.6M | Reduce -9.5% |
| XLY SS Consumer Disc Select Sect | 0.27% | 36,823 | $7.4M | Add +67.1% |
| SCHG Schwab US Large-Cap Growth | 0.27% | 70,334 | $7.3M | Add +408.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.26% | 26,811 | $7.2M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.26% | 87,432 | $7.1M | Add +384.5% |
| PFFD Global X US Preferred ETF | 0.26% | 339,172 | $7.0M | New |
| HEZU iShares Currency Hedged MSCI | 0.25% | 183,578 | $6.7M | Add +0.7% |
| EPI Wisdomtree India Earnings | 0.25% | 133,303 | $6.7M | Add +10.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.24% | 140,104 | $6.6M | Add +22.1% |
| QUAL iShares MSCI USA Quality Fac | 0.24% | 36,508 | $6.5M | Reduce -0.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.24% | 81,680 | $6.5M | Add +25.4% |
| IBDU iShares Ibonds Dec 2029 Term | 0.24% | 273,347 | $6.4M | Add +8.0% |
| ABBV Abbvie Inc. | 0.23% | 32,018 | $6.3M | Add +24.6% |
| XLV SS Health Care Select Sector | 0.23% | 40,179 | $6.2M | Add +16.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.22% | 35,777 | $6.0M | New |
| EFA iShares MSCI Eafe ETF | 0.22% | 70,321 | $5.9M | Reduce -45.5% |
| UNH Unitedhealth Group Inc. | 0.21% | 9,947 | $5.8M | Add +16.4% |
| ICSH iShares Ultra Short Duration | 0.21% | 114,381 | $5.8M | New |
| FVD First Trust Value Line DVD | 0.21% | 127,425 | $5.8M | New |
| DHR Danaher Corp. | 0.21% | 20,534 | $5.7M | Reduce -5.2% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.20% | 50,782 | $5.5M | Add +0.1% |
Options reported separately and not counted above: SMH calls ($42.6M), SPY calls ($516K), TWLO puts ($424K).
Other holdings (4): bonds, preferreds, convertibles and warrants · $1.9M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| IBDP iShares Ibonds Dec 2024 Term | IBONDS DEC24 ETF · principal | 30,985 | $781K | Reduce -6.0% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | 23,214 | $566K | No change |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | 12,313 | $299K | Reduce -49.7% |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | 9,286 | $233K | Reduce -27.6% |
Total filed on the 13F, all lines: $2.7B.
Portfolio Sells Q2 2024 → Q3 2024
| IVV iShares Core S&P 500 ETF | Reduce -23.7% | 4.69% | −3.59 |
| AAPL Apple Inc. | Reduce -2.9% | 3.57% | −1.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -10.1% | 1.99% | −0.99 |
| IWF iShares Russell 1000 Growth | Reduce -0.1% | 1.71% | −0.65 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -75.4% | 0.14% | −0.62 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -12.6% | 1.04% | −0.61 |
| HYDB iShares High Yield Systemati | Sold out | 0.00% | −0.60 |
| XLK SS Technology Select Sector | Reduce -7.2% | 1.00% | −0.54 |
| GBIL Goldman Sachs Access Treasur | Reduce -7.3% | 0.90% | −0.48 |
| GOOG Alphabet Inc. Class C | Reduce -5.0% | 0.65% | −0.42 |
| STNC Hennessy Sustainable ETF | Reduce -10.7% | 0.78% | −0.38 |
| DFAC Dimensional US Core Equity 2 | Reduce -1.1% | 0.99% | −0.35 |
| XLC SS Comm Select Sector SPDR | Reduce -23.8% | 0.41% | −0.31 |
| EFA iShares MSCI Eafe ETF | Reduce -45.5% | 0.22% | −0.31 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.1% | 0.75% | −0.26 |
| SGOV iShares 0-3 Month Treasury B | Reduce -57.4% | 0.08% | −0.19 |
| BAC Bank of America Corp. | Reduce -4.6% | 0.35% | −0.17 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -9.0% | 0.37% | −0.17 |
| V Visa Inc. Class A | Reduce -7.4% | 0.35% | −0.16 |
| DFAX Dimensional World Ex US Core | Reduce -1.0% | 0.40% | −0.14 |
| VGSH Vanguard Short-Term Treasury | Reduce -18.3% | 0.19% | −0.13 |
| SUSA iShares ESG Optimized MSCI U | Reduce -9.5% | 0.28% | −0.13 |
| AYI Acuity Inc. | Reduce -0.0% | 0.49% | −0.12 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -1.9% | 0.30% | −0.12 |
| CAT Caterpillar Inc. | Reduce -23.2% | 0.20% | −0.12 |
| COST Costco Wholesale Corp. | Reduce -2.8% | 0.28% | −0.11 |
| HD Home Depot Inc. | Reduce -8.9% | 0.33% | −0.11 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.11 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.5% | 0.30% | −0.11 |
| MUB iShares National Muni Bond E | Reduce -8.5% | 0.20% | −0.10 |
| SMH Vaneck Semiconductor ETF | Reduce -1.4% | 0.18% | −0.10 |
| PEP Pepsico Inc. | Reduce -10.5% | 0.17% | −0.09 |
| QCOM Qualcomm Inc. | Reduce -3.3% | 0.13% | −0.09 |
| USHY iShares Broad Usd High Yield | Reduce -89.4% | 0.01% | −0.09 |
| QUAL iShares MSCI USA Quality Fac | Reduce -0.3% | 0.24% | −0.09 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -12.8% | 0.14% | −0.08 |
| DFS Discover Financial Services | Reduce -26.2% | 0.10% | −0.08 |
| ESGD iShares Trust iShares ESG Aw | Reduce -9.4% | 0.17% | −0.08 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -2.6% | 0.20% | −0.08 |
| FISV Fiserv Inc. | Reduce -22.4% | 0.15% | −0.08 |
| CVX Chevron Corp. | Reduce -8.5% | 0.11% | −0.07 |
| DHR Danaher Corp. | Reduce -5.2% | 0.21% | −0.07 |
| EAGG iShares ESG Aware US Aggrega | Reduce -2.8% | 0.17% | −0.07 |
| AVGO Broadcom Inc. | Reduce -3.0% | 0.19% | −0.07 |
| WFC Wells Fargo & Co. | Reduce -5.9% | 0.11% | −0.07 |
| JNJ Johnson & Johnson | Reduce -7.9% | 0.17% | −0.07 |
| NFLX Netflix Inc. | Reduce -0.7% | 0.18% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -5.2% | 0.14% | −0.07 |
| APP AppLovin Corp. Class A | Reduce -11.9% | 2.28% | −0.06 |
| IMXI International Money Express | Sold out | 0.00% | −0.06 |
Portfolio Buys Q2 2024 → Q3 2024
| VCIT Vanguard Int-Term Corporate | Add +9850.5% | 1.93% | +1.91 |
| VIG Vanguard Dividend Apprec ETF | Add +286.4% | 2.81% | +1.85 |
| EFV iShares MSCI Eafe Value ETF | Add +1036.1% | 1.20% | +1.06 |
| BBUS JPMorgan Betabuilders US Equ | New | 0.75% | +0.75 |
| RSP Invesco S&P 500 Equal Weight | Add +136.0% | 1.65% | +0.74 |
| PFF iShares Preferred & Income S | Add +4373.0% | 0.76% | +0.73 |
| USIG iShares Broad Usd Investment | New | 0.70% | +0.70 |
| DGRO iShares Core Dividend Growth | Add +963.1% | 0.75% | +0.66 |
| GSUS Goldman Sachs Marketbeta US | Add +206.5% | 1.18% | +0.66 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +424.4% | 0.86% | +0.64 |
| IEFA iShares Core MSCI Eafe ETF | Add +165.9% | 1.17% | +0.59 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | New | 0.58% | +0.58 |
| FLTR Vaneck Ig Floating Rate ETF | New | 0.53% | +0.53 |
| VGT Vanguard Info Tech ETF | Add +318.9% | 0.78% | +0.52 |
| VGLT Vanguard Long-Term Treasury | New | 0.45% | +0.45 |
| MOAT Vaneck Morningstar Wide Moat | Add +1132.1% | 0.50% | +0.45 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.40% | +0.40 |
| XLF SS Financial Select Sector | Add +335.8% | 0.57% | +0.40 |
| VPL Vanguard Ftse Pacific ETF | Add +1035.4% | 0.45% | +0.40 |
| IJH iShares Core S&P Midcap ETF | Add +843.9% | 0.44% | +0.38 |
| IEMG iShares Core MSCI Emerging | Add +61.7% | 2.03% | +0.37 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1142.2% | 0.41% | +0.36 |
| PAVE Global X US Infrastructure | New | 0.36% | +0.36 |
| VEA Vanguard Ftse Developed ETF | Add +53.1% | 2.56% | +0.34 |
| XLRE SS Real Estate Select Sector | Add +1374.4% | 0.36% | +0.33 |
| VYM Vanguard High DVD Yield ETF | Add +3926.6% | 0.33% | +0.32 |
| FPE FT-Preferred Secur & Inc. ETF | New | 0.31% | +0.31 |
| XLI SS Industrial Select Sector | Add +152.9% | 0.61% | +0.30 |
| VWO Vanguard Ftse Emerging Marke | Add +515.6% | 0.36% | +0.28 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.26% | +0.26 |
| PFFD Global X US Preferred ETF | New | 0.26% | +0.26 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +744.3% | 0.28% | +0.24 |
| QQQ Invesco QQQ Trust Series 1 | Add +111.1% | 0.67% | +0.23 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.22% | +0.22 |
| ICSH iShares Ultra Short Duration | New | 0.21% | +0.21 |
| FVD First Trust Value Line DVD | New | 0.21% | +0.21 |
| VFH Vanguard Financials ETF | Add +375.6% | 0.29% | +0.21 |
| MINT PIMCO Enhanced Short Maturit | Add +193.3% | 0.41% | +0.21 |
| VHT Vanguard Health Care ETF | Add +243.5% | 0.34% | +0.21 |
| SCHG Schwab US Large-Cap Growth | Add +408.9% | 0.27% | +0.20 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +384.5% | 0.26% | +0.20 |
| IEF iShares 7-10 Year Treasury B | Add +85.9% | 0.64% | +0.17 |
| FBND Fidelity Total Bond ETF | New | 0.16% | +0.16 |
| XLP SS Consumer Staples Sel Sect | Add +168.3% | 0.29% | +0.15 |
| OEF iShares S&P 100 ETF | Add +118.6% | 0.37% | +0.14 |
| EWW iShares MSCI Mexico ETF | New | 0.14% | +0.14 |
| BFST Business First Bancshares | New | 0.13% | +0.13 |
| GREK Global X MSCI Greece ETF | New | 0.12% | +0.12 |
| IPAC iShares Core MSCI Pacific Et | Add +407.8% | 0.12% | +0.09 |
| NOBL Proshares S&P 500 Dividend A | Add +881.6% | 0.10% | +0.09 |
Options Activity Q2 2024 → Q3 2024
| SMH Vaneck Semiconductor ETF | call | Reduce -37.3% | 173,600 | $42.6M |
| PROSHARES TR | call | Sold out | 62,000 | $513Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q2 2024 → Q3 2024
| IBDP iShares Ibonds Dec 2024 Term | IBONDS DEC24 ETF · principal | Reduce -6.0% | 30,985 | $781K |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Reduce -49.7% | 12,313 | $299K |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Reduce -27.6% | 9,286 | $233K |
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 | 644 | $4.1B | VOO, VEA, VIG, AAPL, APP |
| Q1 2026 | 614 | $3.6B | VOO, VEA, VIG, AAPL, IEMG |
| Q4 2025 | 633 | $3.5B | APP, VOO, AAPL, VEA, IVV |
| Q3 2025 | 529 | $3.3B | APP, VOO, SPY, VIG, VEA |
| Q2 2025 | 541 | $2.9B | VOO, APP, VIG, IVV, VEA |
| Q1 2025 | 535 | $2.7B | VOO, VIG, IVV, APP, AAPL |
| Q4 2024 | 551 | $2.8B | VOO, APP, IVV, VIG, AAPL |
| Q3 2024 | 612 | $2.7B | VOO, IVV, AAPL, VIG, VEA |
| Q2 2024 | 483 | $1.9B | IVV, VOO, AAPL, SPY, MSFT |
| Q1 2024 | 484 | $1.8B | VOO, IVV, SPY, AAPL, MSFT |