Robertson Stephens Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Robertson Stephens Wealth Management, LLC reported 541 stock positions worth $2.9 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 7.7% of the portfolio, followed by AppLovin Class A (APP, 4.8%) and Vanguard Dividend Apprec ETF (VIG, 4.5%). Compared with Q1 2025, it opened 48 new positions, sold out of 42, added to 173 and reduced 263. The biggest buy was JPMorgan Betabuilders US Equ (BBUS, shares +60%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001767307
- Portfolio Value
- $2.9B (Q2 2025)
- SEC Filing
- 0001172661-25-002703 ↗ filed Jul 24, 2025
Holdings Value
Holdings 541 stocks · $2.9B
| VOO Vanguard S&P 500 ETF | 7.71% | 390,586 | $222.5M | Add +3.0% |
| APP AppLovin Corp. Class A | 4.75% | 391,585 | $137.1M | Reduce -2.9% |
| VIG Vanguard Dividend Apprec ETF | 4.54% | 637,496 | $131.0M | Reduce -4.1% |
| IVV iShares Core S&P 500 ETF | 4.35% | 201,955 | $125.4M | Reduce -7.1% |
| VEA Vanguard Ftse Developed ETF | 3.64% | 1,842,120 | $105.0M | Add +1.9% |
| AAPL Apple Inc. | 3.01% | 423,737 | $86.9M | Reduce -2.1% |
| IEMG iShares Core MSCI Emerging | 2.59% | 1,245,457 | $74.7M | Reduce -5.7% |
| VCIT Vanguard Int-Term Corporate | 2.54% | 883,638 | $73.3M | Add +4.1% |
| MSFT Microsoft Corp. | 2.30% | 133,229 | $66.3M | Add +6.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.98% | 92,033 | $57.0M | Add +5.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.97% | 186,179 | $56.7M | Add +27.6% |
| BBUS JPMorgan Betabuilders US Equ | 1.71% | 441,230 | $49.4M | Add +60.1% |
| AGG iShares Core U.S. Aggregate | 1.32% | 385,184 | $38.2M | Add +2.0% |
| IWF iShares Russell 1000 Growth | 1.19% | 80,887 | $34.3M | Reduce -15.5% |
| AMZN Amazon.com Inc. | 1.11% | 145,692 | $32.0M | Add +3.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.05% | 362,679 | $30.2M | Add +26.9% |
| IWB iShares Russell 1000 ETF | 1.03% | 87,297 | $29.6M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.98% | 58,110 | $28.2M | Add +1.0% |
| RSP Invesco S&P 500 Equal Weight | 0.97% | 154,496 | $28.1M | Reduce -2.2% |
| DFAC Dimensional US Core Equity 2 | 0.95% | 761,910 | $27.3M | Reduce -1.0% |
| VGK Vanguard Ftse Europe ETF | 0.91% | 337,528 | $26.2M | Add +49.8% |
| GSUS Goldman Sachs Marketbeta US | 0.87% | 293,346 | $25.1M | Reduce -24.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.83% | 134,073 | $23.8M | Add +0.8% |
| XLF SS Financial Select Sector | 0.81% | 445,035 | $23.3M | Add +58.5% |
| VGT Vanguard Info Tech ETF | 0.80% | 34,867 | $23.1M | Reduce -0.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.79% | 51,892 | $22.8M | Add +28.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.79% | 190,365 | $22.7M | Add +522.9% |
| XLI SS Industrial Select Sector | 0.75% | 146,063 | $21.5M | Add +137.6% |
| XLC SS Comm Select Sector SPDR | 0.74% | 196,832 | $21.4M | Reduce -5.1% |
| COST Costco Wholesale Corp. | 0.73% | 21,275 | $21.1M | Add +0.7% |
| EFV iShares MSCI Eafe Value ETF | 0.70% | 318,048 | $20.2M | Add +0.0% |
| DGRO iShares Core Dividend Growth | 0.69% | 311,278 | $19.9M | Add +191.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.68% | 35,662 | $19.7M | Reduce -4.5% |
| ITOT iShares Core S&P Total U.S. | 0.68% | 145,685 | $19.7M | Reduce -0.5% |
| GBIL Goldman Sachs Access Treasur | 0.65% | 186,406 | $18.7M | Reduce -17.4% |
| VGIT Vanguard Intermediate-Term T | 0.61% | 293,123 | $17.5M | Reduce -39.7% |
| GOOG Alphabet Inc. Class C | 0.56% | 90,425 | $16.0M | Reduce -8.5% |
| BGC BGC Group Inc. Class A | 0.55% | 1,559,058 | $15.9M | Add +1.0% |
| XLK SS Technology Select Sector | 0.55% | 62,665 | $15.9M | Reduce -40.7% |
| SGOV iShares 0-3 Month Treasury B | 0.54% | 155,404 | $15.6M | Add +8.0% |
| NVDA Nvidia Corp. | 0.53% | 96,392 | $15.2M | Reduce -2.3% |
| HYLB Xtrackers Usd High Yield Cor | 0.52% | 409,926 | $15.1M | New |
| MUB iShares National Muni Bond E | 0.50% | 137,365 | $14.4M | Add +32.8% |
| PFF iShares Preferred & Income S | 0.48% | 450,200 | $13.8M | Reduce -8.3% |
| OEF iShares S&P 100 ETF | 0.47% | 44,654 | $13.6M | Add +11.6% |
| IJH iShares Core S&P Midcap ETF | 0.45% | 208,026 | $12.9M | Reduce -2.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.44% | 44,857 | $12.8M | Add +0.9% |
| USIG iShares Broad Usd Investment | 0.43% | 240,233 | $12.4M | Reduce -9.8% |
| GLD SPDR Gold Shares | 0.42% | 40,039 | $12.2M | Reduce -24.6% |
| GOOGL Alphabet Inc. Class A | 0.42% | 68,672 | $12.1M | Reduce -4.9% |
| IWR iShares Russell Mid-Cap ETF | 0.41% | 128,801 | $11.8M | Add +5.5% |
| DFAX Dimensional World Ex US Core | 0.40% | 392,933 | $11.5M | Add +0.4% |
| MOAT Vaneck Morningstar Wide Moat | 0.40% | 122,685 | $11.5M | Reduce -6.4% |
| UUUU Energy Fuels Inc. | 0.40% | 1,998,061 | $11.5M | Add +15.1% |
| JPM JPMorgan Chase & Co. | 0.37% | 37,229 | $10.8M | Reduce -9.8% |
| VYM Vanguard High DVD Yield ETF | 0.37% | 79,130 | $10.5M | Add +14.7% |
| PAVE Global X US Infrastructure | 0.36% | 237,541 | $10.4M | Add +1.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.36% | 130,250 | $10.4M | Add +8.4% |
| IVW iShares S&P 500 Growth ETF | 0.35% | 92,864 | $10.2M | Reduce -35.0% |
| IBDU iShares Ibonds Dec 2029 Term | 0.35% | 435,673 | $10.2M | Add +21.2% |
| V Visa Inc. Class A | 0.34% | 27,806 | $9.9M | Add +1.9% |
| DFAT Dimensional US Target Value | 0.34% | 182,896 | $9.9M | Reduce -0.9% |
| NFLX Netflix Inc. | 0.33% | 7,189 | $9.6M | Add +3.4% |
| SII Sprott Inc. | 0.33% | 138,361 | $9.6M | New |
| GOVT iShares US Treasury Bond ETF | 0.32% | 400,268 | $9.2M | Add +34.7% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.31% | 335,882 | $8.9M | Add +104.3% |
| VWO Vanguard Ftse Emerging Marke | 0.30% | 177,261 | $8.8M | Reduce -4.3% |
| IJR iShares Core S&P Small-Cap E | 0.29% | 77,295 | $8.4M | Add +6.0% |
| DFUS Dimensional US Eq MKT ETF | 0.29% | 124,188 | $8.3M | Reduce -0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.29% | 34,690 | $8.2M | Reduce -4.3% |
| AVGO Broadcom Inc. | 0.29% | 29,849 | $8.2M | Add +19.9% |
| IVE iShares S&P 500 Value ETF | 0.28% | 41,695 | $8.1M | Reduce -9.4% |
| WMT Walmart Inc. | 0.28% | 81,938 | $8.0M | Add +4.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.28% | 97,223 | $7.9M | Reduce -0.0% |
| IWM iShares Russell 2000 ETF | 0.27% | 35,610 | $7.7M | Reduce -28.4% |
| HEZU iShares Currency Hedged MSCI | 0.27% | 186,843 | $7.7M | Add +4.9% |
| VFH Vanguard Financials ETF | 0.26% | 58,836 | $7.5M | Reduce -1.5% |
| VT Vanguard Tot World STK ETF | 0.25% | 55,798 | $7.2M | Reduce -6.5% |
| STNC Hennessy Sustainable ETF | 0.25% | 229,968 | $7.1M | Reduce -61.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.25% | 25,510 | $7.1M | Reduce -4.3% |
| CIBR First Trust Nasdaq Cybersecu | 0.24% | 92,574 | $7.0M | Add +1422.6% |
| HD Home Depot Inc. | 0.24% | 18,833 | $6.9M | Reduce -8.3% |
| SUSL iShares ESG MSCI USA Leaders | 0.24% | 63,663 | $6.9M | Reduce -2.2% |
| EFA iShares MSCI Eafe ETF | 0.23% | 75,696 | $6.8M | Reduce -1.2% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.23% | 297,293 | $6.5M | Add +10.8% |
| QUAL iShares MSCI USA Quality Fac | 0.22% | 34,505 | $6.3M | Reduce -4.9% |
| EAGG iShares ESG Aware US Aggrega | 0.21% | 125,686 | $6.0M | Reduce -0.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.20% | 62,801 | $5.9M | Add +112.6% |
| CAT Caterpillar Inc. | 0.20% | 14,910 | $5.8M | Reduce -7.1% |
| SPLV Invesco S&P 500 Low Volatili | 0.20% | 78,453 | $5.7M | Reduce -45.6% |
| SCHB Schwab US Broad Market ETF | 0.20% | 238,297 | $5.7M | Reduce -8.7% |
| LLY Eli Lilly & Co. | 0.20% | 7,253 | $5.7M | Add +21.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.19% | 33,653 | $5.6M | Reduce -4.2% |
| ABBV Abbvie Inc. | 0.19% | 29,420 | $5.5M | Reduce -1.4% |
| ESGD iShares Trust iShares ESG Aw | 0.19% | 61,117 | $5.5M | Reduce -9.7% |
| FXI iShares China Large-Cap ETF | 0.19% | 146,908 | $5.4M | Add +1498.9% |
| MINT PIMCO Enhanced Short Maturit | 0.19% | 53,120 | $5.3M | Add +23.9% |
| BBEU JPMorgan Betabuilders Europe | 0.18% | 77,671 | $5.2M | Reduce -7.8% |
| META Meta Platforms Inc. Class A | 0.18% | 7,086 | $5.2M | Reduce -5.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.18% | 7 | $5.1M | No change |
Options reported separately and not counted above: SPY puts ($128.5M), SPY calls ($127.6M), TWLO puts ($759K), NVDA puts ($411K), COST puts ($198K), MSFT puts ($50K), AMZN puts ($44K), AVGO puts ($28K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $284K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | 11,285 | $284K | Add +10.9% |
Total filed on the 13F, all lines: $2.9B.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -2.1% | 3.01% | −0.59 |
| VGIT Vanguard Intermediate-Term T | Reduce -39.7% | 0.61% | −0.47 |
| STNC Hennessy Sustainable ETF | Reduce -61.4% | 0.25% | −0.42 |
| SCHG Schwab US Large-Cap Growth | Reduce -86.0% | 0.07% | −0.41 |
| IEF iShares 7-10 Year Treasury B | Reduce -84.6% | 0.07% | −0.41 |
| XLV SS Health Care Select Sector | Reduce -61.3% | 0.17% | −0.34 |
| TDIV FT Nasdaq Tech DVD Index FD | Reduce -97.6% | 0.01% | −0.30 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.1% | 4.54% | −0.29 |
| XLK SS Technology Select Sector | Reduce -40.7% | 0.55% | −0.27 |
| GSUS Goldman Sachs Marketbeta US | Reduce -24.9% | 0.87% | −0.25 |
| IVV iShares Core S&P 500 ETF | Reduce -7.1% | 4.35% | −0.23 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -45.6% | 0.20% | −0.21 |
| GBIL Goldman Sachs Access Treasur | Reduce -17.4% | 0.65% | −0.20 |
| IUSV iShares Core S&P U.S. Value | Reduce -87.5% | 0.02% | −0.18 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.18 |
| VNM Vaneck Vietnam ETF | Sold out | 0.00% | −0.17 |
| AIQ Global X Art Intel & Tech | Sold out | 0.00% | −0.17 |
| X United States Steel Corp. | Sold out | 0.00% | −0.16 |
| EWS iShares MSCI Singapore ETF | Reduce -81.8% | 0.04% | −0.16 |
| AA Alcoa Corp. | Sold out | 0.00% | −0.15 |
| GLD SPDR Gold Shares | Reduce -24.6% | 0.42% | −0.15 |
| IVW iShares S&P 500 Growth ETF | Reduce -35.0% | 0.35% | −0.14 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -42.1% | 0.16% | −0.14 |
| CEF Sprott Physical Gold and Sil | Reduce -54.3% | 0.10% | −0.13 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.12 |
| XLP SS Consumer Staples Sel Sect | Reduce -39.4% | 0.15% | −0.12 |
| TCHP T Rowe Price Blue Chip Growt | Reduce -86.3% | 0.02% | −0.12 |
| IWM iShares Russell 2000 ETF | Reduce -28.4% | 0.27% | −0.11 |
| IWF iShares Russell 1000 Growth | Reduce -15.5% | 1.19% | −0.10 |
| SQQQ Proshares TR | Sold out | 0.00% | −0.10 |
| VGSH Vanguard Short-Term Treasury | Reduce -30.1% | 0.18% | −0.10 |
| PFF iShares Preferred & Income S | Reduce -8.3% | 0.48% | −0.09 |
| RWM Proshares Short RUSSELL2000 | Sold out | 0.00% | −0.08 |
| USIG iShares Broad Usd Investment | Reduce -9.8% | 0.43% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -17.8% | 0.07% | −0.08 |
| IEMG iShares Core MSCI Emerging | Reduce -5.7% | 2.59% | −0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -32.6% | 0.13% | −0.08 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -44.3% | 0.08% | −0.08 |
| ICSH iShares Ultra Short Duration | Reduce -38.0% | 0.09% | −0.07 |
| EWZ iShares MSCI Brazil ETF | Sold out | 0.00% | −0.06 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -40.7% | 0.07% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.2% | 0.97% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -27.1% | 0.07% | −0.05 |
| IVE iShares S&P 500 Value ETF | Reduce -9.4% | 0.28% | −0.05 |
| FBND Fidelity Total Bond ETF | Reduce -42.1% | 0.05% | −0.05 |
| ABBV Abbvie Inc. | Reduce -1.4% | 0.19% | −0.04 |
| VHT Vanguard Health Care ETF | Reduce -9.0% | 0.17% | −0.04 |
| HD Home Depot Inc. | Reduce -8.3% | 0.24% | −0.04 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.04 |
| OMF Onemain Holdings Inc. | Reduce -61.0% | 0.03% | −0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| BBUS JPMorgan Betabuilders US Equ | Add +60.1% | 1.71% | +0.67 |
| IEI iShares 3-7 Year Treasury Bo | Add +522.9% | 0.79% | +0.65 |
| MSFT Microsoft Corp. | Add +6.8% | 2.30% | +0.54 |
| HYLB Xtrackers Usd High Yield Cor | New | 0.52% | +0.52 |
| VTI VG Morningstar TS MKT ETF-US | Add +27.6% | 1.97% | +0.47 |
| XLI SS Industrial Select Sector | Add +137.6% | 0.75% | +0.45 |
| DGRO iShares Core Dividend Growth | Add +191.2% | 0.69% | +0.44 |
| VOO Vanguard S&P 500 ETF | Add +3.0% | 7.71% | +0.42 |
| SII Sprott Inc. | New | 0.33% | +0.33 |
| VGK Vanguard Ftse Europe ETF | Add +49.8% | 0.91% | +0.31 |
| XLF SS Financial Select Sector | Add +58.5% | 0.81% | +0.28 |
| IEFA iShares Core MSCI Eafe ETF | Add +26.9% | 1.05% | +0.24 |
| CIBR First Trust Nasdaq Cybersecu | Add +1422.6% | 0.24% | +0.23 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +28.4% | 0.79% | +0.23 |
| VEA Vanguard Ftse Developed ETF | Add +1.9% | 3.64% | +0.20 |
| FXI iShares China Large-Cap ETF | Add +1498.9% | 0.19% | +0.17 |
| UUUU Energy Fuels Inc. | Add +15.1% | 0.40% | +0.16 |
| COF Capital One Financial Corp. | New | 0.15% | +0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.5% | 1.98% | +0.14 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +104.3% | 0.31% | +0.14 |
| PANW Palo Alto Networks Inc. | Add +725.5% | 0.15% | +0.13 |
| AVGO Broadcom Inc. | Add +19.9% | 0.29% | +0.13 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +251.5% | 0.17% | +0.12 |
| USHY iShares Broad Usd High Yield | New | 0.10% | +0.10 |
| AMZN Amazon.com Inc. | Add +3.1% | 1.11% | +0.10 |
| USMV iShares MSCI USA Min Vol Fac | Add +112.6% | 0.20% | +0.10 |
| NFLX Netflix Inc. | Add +3.4% | 0.33% | +0.09 |
| MUB iShares National Muni Bond E | Add +32.8% | 0.50% | +0.09 |
| IDEV iShares Core MSCI Dev MKTS | Add +808.8% | 0.08% | +0.07 |
| OEF iShares S&P 100 ETF | Add +11.6% | 0.47% | +0.07 |
| GOVT iShares US Treasury Bond ETF | Add +34.7% | 0.32% | +0.06 |
| EWG iShares MSCI Germany ETF | Add +445.1% | 0.07% | +0.06 |
| JMUB JPMorgan Municipal ETF | New | 0.05% | +0.05 |
| IBDU iShares Ibonds Dec 2029 Term | Add +21.2% | 0.35% | +0.04 |
| DMXF iShares ESG Advanc MSCI Eafe | New | 0.04% | +0.04 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +0.9% | 0.44% | +0.04 |
| GD General Dynamics Corp. | Add +477.5% | 0.04% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +14.7% | 0.37% | +0.03 |
| IDV iShares International Select | New | 0.03% | +0.03 |
| IEUR iShares Core MSCI Europe ETF | New | 0.03% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +57.4% | 0.08% | +0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +74.2% | 0.08% | +0.03 |
| PAVE Global X US Infrastructure | Add +1.7% | 0.36% | +0.03 |
| ILCV iShares Morningstar Value Et | New | 0.03% | +0.03 |
| JBND JPMorgan Active Bond ETF | New | 0.03% | +0.03 |
| MA Mastercard Inc. Class A | Add +64.3% | 0.07% | +0.03 |
| IBHH iShares Ibonds 2028 TM HY Inc. | Add +45.1% | 0.10% | +0.03 |
| EMXF iShares ESG Adv MSCI Em ETF | New | 0.03% | +0.03 |
| THRO iShares U.S. Thematic Rotati | Add +77.9% | 0.05% | +0.02 |
| MINT PIMCO Enhanced Short Maturit | Add +23.9% | 0.19% | +0.02 |
Options Activity Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | Add +1.4% | 208,000 | $128.5M |
| AAPL Apple Inc. | put | Sold out | 9,700 | $2.2Mbefore exit |
| WMT Walmart Inc. | put | Sold out | 16,900 | $1.5Mbefore exit |
| NVDA Nvidia Corp. | put | New | 2,600 | $411K |
| COST Costco Wholesale Corp. | put | Reduce -93.1% | 200 | $198K |
| MSFT Microsoft Corp. | put | New | 100 | $50K |
| AMZN Amazon.com Inc. | put | New | 200 | $44K |
| KKR KKR & Co. Inc. | put | Sold out | 300 | $35Kbefore exit |
| AVGO Broadcom Inc. | put | New | 100 | $28K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2025 → Q2 2025
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Add +10.9% | 11,285 | $284K |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Sold out | 9,789 | $237Kbefore 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 | 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 |