Robertson Stephens Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), Robertson Stephens Wealth Management, LLC reported 535 stock positions worth $2.7 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 7.3% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 4.8%) and iShares Core S&P 500 ETF (IVV, 4.6%). Compared with Q4 2024, it opened 40 new positions, sold out of 56, added to 162 and reduced 289. The biggest buy was Vanguard Intermediate-Term T (VGIT, shares +3307%) and the biggest sale AppLovin Class A (APP, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001767307
- Portfolio Value
- $2.7B (Q1 2025)
- SEC Filing
- 0001172661-25-001510 ↗ filed Apr 17, 2025
Holdings Value
Holdings 535 stocks · $2.7B
| VOO Vanguard S&P 500 ETF | 7.29% | 379,096 | $194.8M | Add +2.1% |
| VIG Vanguard Dividend Apprec ETF | 4.83% | 664,918 | $129.0M | Add +13.2% |
| IVV iShares Core S&P 500 ETF | 4.57% | 217,416 | $122.2M | Reduce -2.1% |
| APP AppLovin Corp. Class A | 4.00% | 403,061 | $106.8M | Reduce -1.8% |
| AAPL Apple Inc. | 3.60% | 432,884 | $96.2M | Add +0.5% |
| VEA Vanguard Ftse Developed ETF | 3.44% | 1,807,128 | $91.9M | Add +14.1% |
| IEMG iShares Core MSCI Emerging | 2.67% | 1,321,205 | $71.3M | Add +12.5% |
| VCIT Vanguard Int-Term Corporate | 2.60% | 848,701 | $69.4M | Add +1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.83% | 87,222 | $48.9M | Reduce -14.3% |
| MSFT Microsoft Corp. | 1.75% | 124,700 | $46.8M | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.50% | 145,865 | $40.1M | Add +3.1% |
| AGG iShares Core U.S. Aggregate | 1.40% | 377,680 | $37.4M | Add +1.0% |
| IWF iShares Russell 1000 Growth | 1.29% | 95,766 | $34.6M | Reduce -23.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.15% | 57,553 | $30.7M | Add +3.8% |
| GSUS Goldman Sachs Marketbeta US | 1.12% | 390,464 | $30.0M | Reduce -3.2% |
| VGIT Vanguard Intermediate-Term T | 1.08% | 486,226 | $28.9M | Add +3307.1% |
| BBUS JPMorgan Betabuilders US Equ | 1.04% | 275,608 | $27.8M | Add +3.2% |
| RSP Invesco S&P 500 Equal Weight | 1.02% | 157,931 | $27.4M | Reduce -25.9% |
| IWB iShares Russell 1000 ETF | 1.01% | 88,101 | $27.0M | Add +0.0% |
| AMZN Amazon.com Inc. | 1.01% | 141,249 | $26.9M | Reduce -5.5% |
| DFAC Dimensional US Core Equity 2 | 0.95% | 769,895 | $25.4M | Reduce -0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.86% | 133,006 | $23.0M | Add +1.6% |
| GBIL Goldman Sachs Access Treasur | 0.85% | 225,631 | $22.6M | Reduce -16.5% |
| XLK SS Technology Select Sector | 0.82% | 105,677 | $21.8M | Reduce -18.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.81% | 285,903 | $21.6M | Add +53.8% |
| XLC SS Comm Select Sector SPDR | 0.75% | 207,407 | $20.0M | Reduce -18.4% |
| COST Costco Wholesale Corp. | 0.75% | 21,132 | $20.0M | Add +57.9% |
| VGT Vanguard Info Tech ETF | 0.71% | 35,172 | $19.1M | Add +3.2% |
| EFV iShares MSCI Eafe Value ETF | 0.70% | 317,977 | $18.7M | Add +1.1% |
| ITOT iShares Core S&P Total U.S. | 0.67% | 146,383 | $17.9M | Reduce -7.4% |
| STNC Hennessy Sustainable ETF | 0.67% | 596,038 | $17.8M | Reduce -8.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.66% | 37,340 | $17.5M | Reduce -1.4% |
| VGK Vanguard Ftse Europe ETF | 0.59% | 225,319 | $15.8M | New |
| GOOG Alphabet Inc. Class C | 0.58% | 98,824 | $15.4M | Reduce -5.3% |
| GLD SPDR Gold Shares | 0.57% | 53,097 | $15.3M | Add +840.4% |
| PFF iShares Preferred & Income S | 0.56% | 491,042 | $15.1M | Add +2.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.56% | 40,399 | $15.0M | Reduce -32.3% |
| SGOV iShares 0-3 Month Treasury B | 0.54% | 143,945 | $14.5M | Add +269.9% |
| BGC BGC Group Inc. Class A | 0.53% | 1,543,263 | $14.2M | Add +0.4% |
| XLF SS Financial Select Sector | 0.52% | 280,852 | $14.0M | Reduce -23.1% |
| XLV SS Health Care Select Sector | 0.51% | 93,271 | $13.6M | Add +155.2% |
| USIG iShares Broad Usd Investment | 0.51% | 266,299 | $13.6M | Add +1.3% |
| IVW iShares S&P 500 Growth ETF | 0.50% | 142,818 | $13.3M | Reduce -20.9% |
| SCHG Schwab US Large-Cap Growth | 0.48% | 513,572 | $12.9M | Reduce -17.3% |
| IEF iShares 7-10 Year Treasury B | 0.47% | 132,427 | $12.6M | Add +0.7% |
| IJH iShares Core S&P Midcap ETF | 0.47% | 213,886 | $12.5M | Add +4.0% |
| MOAT Vaneck Morningstar Wide Moat | 0.43% | 131,090 | $11.5M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 0.42% | 72,186 | $11.2M | Reduce -7.8% |
| MUB iShares National Muni Bond E | 0.41% | 103,411 | $10.9M | Add +25.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.41% | 44,453 | $10.9M | Add +2.7% |
| OEF iShares S&P 100 ETF | 0.41% | 40,015 | $10.8M | Add +8.3% |
| SPLV Invesco S&P 500 Low Volatili | 0.40% | 144,202 | $10.8M | Add +3299.4% |
| NVDA Nvidia Corp. | 0.40% | 98,663 | $10.7M | Reduce -17.1% |
| IWR iShares Russell Mid-Cap ETF | 0.39% | 122,112 | $10.4M | Reduce -14.2% |
| DFAX Dimensional World Ex US Core | 0.38% | 391,288 | $10.3M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 0.38% | 41,279 | $10.1M | Add +5.4% |
| IWM iShares Russell 2000 ETF | 0.37% | 49,744 | $9.9M | Add +5.7% |
| V Visa Inc. Class A | 0.36% | 27,293 | $9.6M | Reduce -3.4% |
| DFAT Dimensional US Target Value | 0.36% | 184,499 | $9.5M | Reduce -0.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.36% | 120,156 | $9.5M | Add +7.2% |
| VYM Vanguard High DVD Yield ETF | 0.33% | 69,000 | $8.9M | Reduce -1.4% |
| PAVE Global X US Infrastructure | 0.33% | 233,614 | $8.8M | Add +3.9% |
| IVE iShares S&P 500 Value ETF | 0.33% | 46,009 | $8.8M | Add +11.0% |
| VWO Vanguard Ftse Emerging Marke | 0.31% | 185,170 | $8.4M | Reduce -9.1% |
| IBDU iShares Ibonds Dec 2029 Term | 0.31% | 359,346 | $8.3M | Add +6.6% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.31% | 111,650 | $8.2M | Add +4.2% |
| FLTR Vaneck Ig Floating Rate ETF | 0.30% | 318,722 | $8.1M | Reduce -43.0% |
| XLI SS Industrial Select Sector | 0.30% | 61,473 | $8.1M | Reduce -33.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.30% | 36,261 | $8.0M | Reduce -1.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.29% | 97,237 | $7.7M | Add +9.7% |
| IJR iShares Core S&P Small-Cap E | 0.29% | 72,905 | $7.6M | Reduce -35.5% |
| DFUS Dimensional US Eq MKT ETF | 0.28% | 124,428 | $7.5M | Add +1.5% |
| HD Home Depot Inc. | 0.28% | 20,527 | $7.5M | Reduce -4.1% |
| XLP SS Consumer Staples Sel Sect | 0.28% | 90,025 | $7.4M | Add +223.8% |
| VGSH Vanguard Short-Term Treasury | 0.27% | 124,159 | $7.3M | Add +15.1% |
| VFH Vanguard Financials ETF | 0.27% | 59,722 | $7.1M | Add +0.6% |
| HEZU iShares Currency Hedged MSCI | 0.26% | 178,149 | $6.9M | Reduce -3.6% |
| WMT Walmart Inc. | 0.26% | 78,816 | $6.9M | Add +18.2% |
| VT Vanguard Tot World STK ETF | 0.26% | 59,675 | $6.9M | Reduce -33.9% |
| GOVT iShares US Treasury Bond ETF | 0.26% | 297,125 | $6.8M | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.25% | 26,650 | $6.7M | Add +2.3% |
| DGRO iShares Core Dividend Growth | 0.25% | 106,889 | $6.6M | Reduce -2.7% |
| NFLX Netflix Inc. | 0.24% | 6,956 | $6.5M | Reduce -0.6% |
| UUUU Energy Fuels Inc. | 0.24% | 1,736,441 | $6.5M | Add +9.9% |
| EFA iShares MSCI Eafe ETF | 0.23% | 76,650 | $6.3M | Add +13.5% |
| ABBV Abbvie Inc. | 0.23% | 29,841 | $6.3M | Reduce -9.8% |
| SUSL iShares ESG MSCI USA Leaders | 0.23% | 65,107 | $6.2M | Add +8.4% |
| CEF Sprott Physical Gold and Sil | 0.23% | 218,456 | $6.2M | Add +153.1% |
| QUAL iShares MSCI USA Quality Fac | 0.23% | 36,299 | $6.2M | Add +0.8% |
| EAGG iShares ESG Aware US Aggrega | 0.22% | 125,788 | $6.0M | Add +11.7% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.22% | 268,440 | $5.8M | Add +14.7% |
| VHT Vanguard Health Care ETF | 0.21% | 21,572 | $5.7M | Reduce -8.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.21% | 35,116 | $5.6M | Reduce -1.6% |
| SCHB Schwab US Broad Market ETF | 0.21% | 260,980 | $5.6M | Add +3.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.21% | 112,839 | $5.6M | Reduce -9.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.21% | 7 | $5.6M | Reduce -22.2% |
| IUSV iShares Core S&P U.S. Value | 0.21% | 60,176 | $5.5M | Add +29.3% |
| ESGD iShares Trust iShares ESG Aw | 0.21% | 67,697 | $5.5M | Add +33.4% |
| SCHZ Schwab US Aggregate Bond ETF | 0.20% | 235,018 | $5.4M | Reduce -18.8% |
| CAT Caterpillar Inc. | 0.20% | 16,053 | $5.3M | Reduce -8.5% |
Options reported separately and not counted above: SPY calls ($115.5M), SPY puts ($114.7M), COST puts ($2.7M), AAPL puts ($2.2M), WMT puts ($1.5M), TWLO puts ($597K), KKR puts ($35K).
Other holdings (2): bonds, preferreds, convertibles and warrants · $493K (not counted above)
Total filed on the 13F, all lines: $2.7B.
Portfolio Sells Q4 2024 → Q1 2025
| APP AppLovin Corp. Class A | Reduce -1.8% | 4.00% | −0.74 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -84.5% | 0.12% | −0.68 |
| IWF iShares Russell 1000 Growth | Reduce -23.2% | 1.29% | −0.49 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Reduce -97.9% | 0.01% | −0.40 |
| AYI Acuity Inc. | Sold out | 0.00% | −0.37 |
| PFFA Virtus Infracap US Pref STCK | Reduce -97.8% | 0.01% | −0.34 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -32.3% | 0.56% | −0.31 |
| RSP Invesco S&P 500 Equal Weight | Reduce -25.9% | 1.02% | −0.31 |
| BAC Bank of America Corp. | Reduce -81.8% | 0.07% | −0.30 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -14.3% | 1.83% | −0.30 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -69.9% | 0.12% | −0.28 |
| XLK SS Technology Select Sector | Reduce -18.1% | 0.82% | −0.25 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -43.0% | 0.30% | −0.20 |
| CWB SS SPDR BB Conv Sec ETF | Sold out | 0.00% | −0.19 |
| IJR iShares Core S&P Small-Cap E | Reduce -35.5% | 0.29% | −0.18 |
| EPI Wisdomtree India Earnings | Reduce -84.6% | 0.03% | −0.18 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -47.0% | 0.19% | −0.17 |
| NVDA Nvidia Corp. | Reduce -17.1% | 0.40% | −0.17 |
| QTUM Defiance Quantum ETF | Sold out | 0.00% | −0.16 |
| AMZN Amazon.com Inc. | Reduce -5.5% | 1.01% | −0.16 |
| MSFT Microsoft Corp. | Reduce -1.9% | 1.75% | −0.16 |
| IVW iShares S&P 500 Growth ETF | Reduce -20.9% | 0.50% | −0.16 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.15 |
| XLE SS Energy Select Sector | Reduce -60.1% | 0.12% | −0.14 |
| SCHG Schwab US Large-Cap Growth | Reduce -17.3% | 0.48% | −0.14 |
| XLI SS Industrial Select Sector | Reduce -33.7% | 0.30% | −0.13 |
| XLRE SS Real Estate Select Sector | Reduce -84.9% | 0.03% | −0.13 |
| GOOG Alphabet Inc. Class C | Reduce -5.3% | 0.58% | −0.13 |
| XLC SS Comm Select Sector SPDR | Reduce -18.4% | 0.75% | −0.13 |
| GBIL Goldman Sachs Access Treasur | Reduce -16.5% | 0.85% | −0.12 |
| VT Vanguard Tot World STK ETF | Reduce -33.9% | 0.26% | −0.12 |
| SMH Vaneck Semiconductor ETF | Reduce -59.8% | 0.07% | −0.12 |
| GOOGL Alphabet Inc. Class A | Reduce -7.8% | 0.42% | −0.11 |
| XLF SS Financial Select Sector | Reduce -23.1% | 0.52% | −0.10 |
| EMB iShares JP Morgan Usd Emergi | Reduce -58.6% | 0.07% | −0.09 |
| MINT PIMCO Enhanced Short Maturit | Reduce -38.4% | 0.16% | −0.09 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -37.8% | 0.16% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -2.1% | 4.57% | −0.08 |
| TSLA Tesla Inc. | Reduce -5.2% | 0.13% | −0.07 |
| ICSH iShares Ultra Short Duration | Reduce -33.8% | 0.15% | −0.07 |
| TCHP T Rowe Price Blue Chip Growt | Reduce -27.8% | 0.14% | −0.06 |
| IWR iShares Russell Mid-Cap ETF | Reduce -14.2% | 0.39% | −0.06 |
| REIT Alps Active REIT ETF | Reduce -52.7% | 0.06% | −0.06 |
| ITOT iShares Core S&P Total U.S. | Reduce -7.4% | 0.67% | −0.06 |
| SUSA iShares ESG Optimized MSCI U | Reduce -26.4% | 0.15% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -56.0% | 0.04% | −0.05 |
| AVGO Broadcom Inc. | Reduce -1.5% | 0.16% | −0.05 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -38.7% | 0.09% | −0.05 |
| DWM Wisdomtree International Equ | Reduce -57.7% | 0.05% | −0.05 |
| CGXU Cap Group Intl Focus | Reduce -54.0% | 0.05% | −0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| VGIT Vanguard Intermediate-Term T | Add +3307.1% | 1.08% | +1.05 |
| VEA Vanguard Ftse Developed ETF | Add +14.1% | 3.44% | +0.74 |
| VIG Vanguard Dividend Apprec ETF | Add +13.2% | 4.83% | +0.73 |
| VGK Vanguard Ftse Europe ETF | New | 0.59% | +0.59 |
| GLD SPDR Gold Shares | Add +840.4% | 0.57% | +0.52 |
| IEMG iShares Core MSCI Emerging | Add +12.5% | 2.67% | +0.49 |
| SGOV iShares 0-3 Month Treasury B | Add +269.9% | 0.54% | +0.40 |
| SPLV Invesco S&P 500 Low Volatili | Add +3299.4% | 0.40% | +0.39 |
| IEFA iShares Core MSCI Eafe ETF | Add +53.8% | 0.81% | +0.34 |
| XLV SS Health Care Select Sector | Add +155.2% | 0.51% | +0.33 |
| COST Costco Wholesale Corp. | Add +57.9% | 0.75% | +0.31 |
| GOVT iShares US Treasury Bond ETF | New | 0.26% | +0.26 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.8% | 1.15% | +0.25 |
| VCIT Vanguard Int-Term Corporate | Add +1.8% | 2.60% | +0.22 |
| XLP SS Consumer Staples Sel Sect | Add +223.8% | 0.28% | +0.20 |
| BBEU JPMorgan Betabuilders Europe | New | 0.20% | +0.20 |
| VNM Vaneck Vietnam ETF | New | 0.17% | +0.17 |
| VOO Vanguard S&P 500 ETF | Add +2.1% | 7.29% | +0.17 |
| X United States Steel Corp. | New | 0.16% | +0.16 |
| CEF Sprott Physical Gold and Sil | Add +153.1% | 0.23% | +0.16 |
| AA Alcoa Corp. | New | 0.15% | +0.15 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.14% | +0.14 |
| EFV iShares MSCI Eafe Value ETF | Add +1.1% | 0.70% | +0.11 |
| AGG iShares Core U.S. Aggregate | Add +1.0% | 1.40% | +0.11 |
| SQQQ Proshares TR | New | 0.10% | +0.10 |
| MUB iShares National Muni Bond E | Add +25.0% | 0.41% | +0.09 |
| EWS iShares MSCI Singapore ETF | Add +57.1% | 0.19% | +0.09 |
| RWM Proshares Short RUSSELL2000 | New | 0.08% | +0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.6% | 0.86% | +0.07 |
| ESGD iShares Trust iShares ESG Aw | Add +33.4% | 0.21% | +0.07 |
| EWZ iShares MSCI Brazil ETF | New | 0.06% | +0.06 |
| IUSV iShares Core S&P U.S. Value | Add +29.3% | 0.21% | +0.05 |
| EFA iShares MSCI Eafe ETF | Add +13.5% | 0.23% | +0.05 |
| VGSH Vanguard Short-Term Treasury | Add +15.1% | 0.27% | +0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +9.7% | 0.29% | +0.05 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.05% | +0.05 |
| IVE iShares S&P 500 Value ETF | Add +11.0% | 0.33% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +5.4% | 0.38% | +0.04 |
| WMT Walmart Inc. | Add +18.2% | 0.26% | +0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +7.2% | 0.36% | +0.04 |
| IAU iShares Gold Trust | Add +52.6% | 0.09% | +0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +24.5% | 0.18% | +0.04 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +14.7% | 0.22% | +0.04 |
| COIN Coinbase Global Inc. Class A | Add +350.8% | 0.06% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.1% | 1.50% | +0.04 |
| IEF iShares 7-10 Year Treasury B | Add +0.7% | 0.47% | +0.04 |
| INVX Innovex International Inc. | New | 0.04% | +0.04 |
| TLT iShares 20+ Year Treasury BD | Add +121.7% | 0.07% | +0.04 |
| USIG iShares Broad Usd Investment | Add +1.3% | 0.51% | +0.04 |
| IBDU iShares Ibonds Dec 2029 Term | Add +6.6% | 0.31% | +0.04 |
Options Activity Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | call | Add +14650.0% | 206,500 | $115.5M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 205,100 | $114.7M |
| SMH Vaneck Semiconductor ETF | call | Sold out | 58,600 | $14.2Mbefore exit |
| COST Costco Wholesale Corp. | put | New | 2,900 | $2.7M |
| AAPL Apple Inc. | put | New | 9,700 | $2.2M |
| WMT Walmart Inc. | put | New | 16,900 | $1.5M |
| TWLO Twilio Inc. Class A | put | Reduce -1.6% | 6,100 | $597K |
| KKR KKR & Co. Inc. | put | New | 300 | $35K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2024 → Q1 2025
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Sold out | 12,313 | $296Kbefore exit |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Reduce -14.3% | 10,179 | $256K |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Reduce -36.3% | 9,789 | $237K |
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 |