Robertson Stephens Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Robertson Stephens Wealth Management, LLC reported 529 stock positions worth $3.3 billion. Its top holding was AppLovin Class A (APP) at 8.5% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.6%) and SS SPDR S&P 500 ETF Trust-US (SPY, 5.7%). Compared with Q2 2025, it opened 33 new positions, sold out of 45, added to 154 and reduced 276. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +206%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001767307
- Portfolio Value
- $3.3B (Q3 2025)
- SEC Filing
- 0001172661-25-004717 ↗ filed Nov 12, 2025
Holdings Value
Holdings 529 stocks · $3.3B
| APP AppLovin Corp. Class A | 8.49% | 391,315 | $281.2M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 7.56% | 407,397 | $250.2M | Add +4.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.67% | 281,717 | $187.8M | Add +206.1% |
| VIG Vanguard Dividend Apprec ETF | 4.37% | 667,622 | $144.6M | Add +4.7% |
| VEA Vanguard Ftse Developed ETF | 3.71% | 2,047,005 | $122.7M | Add +11.1% |
| IVV iShares Core S&P 500 ETF | 3.70% | 183,207 | $122.6M | Reduce -9.3% |
| AAPL Apple Inc. | 3.16% | 411,271 | $104.7M | Reduce -2.9% |
| IEMG iShares Core MSCI Emerging | 2.56% | 1,284,627 | $84.7M | Add +3.1% |
| VCIT Vanguard Int-Term Corporate | 2.50% | 985,198 | $82.9M | Add +11.5% |
| MSFT Microsoft Corp. | 2.12% | 135,419 | $70.1M | Add +1.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.78% | 178,821 | $58.8M | Reduce -4.0% |
| BBUS JPMorgan Betabuilders US Equ | 1.69% | 464,962 | $56.1M | Add +5.4% |
| AGG iShares Core U.S. Aggregate | 1.34% | 443,492 | $44.5M | Add +15.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.24% | 470,332 | $41.1M | Add +29.7% |
| IWF iShares Russell 1000 Growth | 1.14% | 80,881 | $37.9M | Reduce -0.0% |
| VGK Vanguard Ftse Europe ETF | 1.02% | 424,618 | $33.9M | Add +25.8% |
| GSUS Goldman Sachs Marketbeta US | 0.98% | 349,690 | $32.3M | Add +19.2% |
| IWB iShares Russell 1000 ETF | 0.94% | 85,484 | $31.2M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 0.91% | 137,275 | $30.1M | Reduce -5.8% |
| RSP Invesco S&P 500 Equal Weight | 0.88% | 153,283 | $29.1M | Reduce -0.8% |
| UUUU Energy Fuels Inc. | 0.87% | 1,870,042 | $28.7M | Reduce -6.4% |
| DFAC Dimensional US Core Equity 2 | 0.85% | 730,083 | $28.2M | Reduce -4.2% |
| VGT Vanguard Info Tech ETF | 0.78% | 34,671 | $25.9M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.77% | 50,705 | $25.5M | Reduce -12.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.73% | 128,523 | $24.1M | Reduce -4.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.69% | 47,249 | $22.7M | Reduce -8.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.66% | 36,532 | $22.0M | Add +2.4% |
| DGRO iShares Core Dividend Growth | 0.64% | 310,200 | $21.1M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.64% | 86,596 | $21.1M | Reduce -4.2% |
| XLF SS Financial Select Sector | 0.64% | 390,521 | $21.0M | Reduce -12.3% |
| ITOT iShares Core S&P Total U.S. | 0.62% | 140,508 | $20.5M | Reduce -3.5% |
| XLC SS Comm Select Sector SPDR | 0.61% | 171,248 | $20.3M | Reduce -13.0% |
| XLI SS Industrial Select Sector | 0.61% | 129,899 | $20.0M | Reduce -11.1% |
| XLK SS Technology Select Sector | 0.60% | 69,921 | $19.7M | Add +11.6% |
| NVDA Nvidia Corp. | 0.52% | 92,229 | $17.2M | Reduce -4.3% |
| COST Costco Wholesale Corp. | 0.51% | 18,184 | $16.8M | Reduce -14.5% |
| GLD SPDR Gold Shares | 0.50% | 47,018 | $16.7M | Add +17.4% |
| IWR iShares Russell Mid-Cap ETF | 0.49% | 167,240 | $16.1M | Add +29.8% |
| GOOGL Alphabet Inc. Class A | 0.49% | 66,415 | $16.1M | Reduce -3.3% |
| EFV iShares MSCI Eafe Value ETF | 0.49% | 236,772 | $16.1M | Reduce -25.6% |
| GSIE Goldman Sachs Activebeta Int | 0.48% | 385,212 | $15.8M | New |
| BGC BGC Group Inc. Class A | 0.46% | 1,618,867 | $15.3M | Add +3.8% |
| VGIT Vanguard Intermediate-Term T | 0.44% | 241,827 | $14.5M | Reduce -17.5% |
| HYLB Xtrackers Usd High Yield Cor | 0.43% | 383,476 | $14.2M | Reduce -6.5% |
| PFF iShares Preferred & Income S | 0.43% | 449,344 | $14.2M | Reduce -0.2% |
| GBIL Goldman Sachs Access Treasur | 0.42% | 138,418 | $13.9M | Reduce -25.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.40% | 45,533 | $13.4M | Add +1.5% |
| IJH iShares Core S&P Midcap ETF | 0.39% | 199,661 | $13.0M | Reduce -4.0% |
| MUB iShares National Muni Bond E | 0.38% | 118,066 | $12.6M | Reduce -14.1% |
| USIG iShares Broad Usd Investment | 0.38% | 238,156 | $12.4M | Reduce -0.9% |
| MOAT Vaneck Morningstar Wide Moat | 0.37% | 124,760 | $12.4M | Add +1.7% |
| JPM JPMorgan Chase & Co. | 0.37% | 38,550 | $12.2M | Add +3.5% |
| DFAX Dimensional World Ex US Core | 0.36% | 381,687 | $12.0M | Reduce -2.9% |
| PAVE Global X US Infrastructure | 0.35% | 245,734 | $11.7M | Add +3.5% |
| VYM Vanguard High DVD Yield ETF | 0.33% | 78,468 | $11.1M | Reduce -0.8% |
| IBDU iShares Ibonds Dec 2029 Term | 0.33% | 468,819 | $11.0M | Add +7.6% |
| SGOV iShares 0-3 Month Treasury B | 0.32% | 106,230 | $10.7M | Reduce -31.6% |
| IJR iShares Core S&P Small-Cap E | 0.32% | 88,283 | $10.5M | Add +14.2% |
| IWM iShares Russell 2000 ETF | 0.31% | 42,771 | $10.3M | Add +20.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.31% | 129,434 | $10.3M | Reduce -0.6% |
| DFAT Dimensional US Target Value | 0.31% | 176,910 | $10.3M | Reduce -3.3% |
| SII Sprott Inc. | 0.30% | 118,295 | $9.8M | Reduce -14.5% |
| GOVT iShares US Treasury Bond ETF | 0.29% | 417,081 | $9.6M | Add +4.2% |
| SCHG Schwab US Large-Cap Growth | 0.29% | 299,500 | $9.6M | Add +315.5% |
| AVGO Broadcom Inc. | 0.29% | 28,611 | $9.4M | Reduce -4.2% |
| VWO Vanguard Ftse Emerging Marke | 0.29% | 174,189 | $9.4M | Reduce -1.7% |
| BBEU JPMorgan Betabuilders Europe | 0.28% | 133,361 | $9.3M | Add +71.7% |
| V Visa Inc. Class A | 0.28% | 27,142 | $9.3M | Reduce -2.4% |
| MINT PIMCO Enhanced Short Maturit | 0.27% | 90,313 | $9.1M | Add +70.0% |
| DFUS Dimensional US Eq MKT ETF | 0.27% | 123,434 | $8.9M | Reduce -0.6% |
| NFLX Netflix Inc. | 0.26% | 7,239 | $8.7M | Add +0.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.26% | 28,427 | $8.5M | Add +11.4% |
| EFA iShares MSCI Eafe ETF | 0.25% | 87,944 | $8.2M | Add +16.2% |
| IVW iShares S&P 500 Growth ETF | 0.25% | 67,372 | $8.1M | Reduce -27.4% |
| VFH Vanguard Financials ETF | 0.24% | 59,951 | $7.9M | Add +1.9% |
| WMT Walmart Inc. | 0.24% | 76,256 | $7.9M | Reduce -6.9% |
| OEF iShares S&P 100 ETF | 0.24% | 23,468 | $7.8M | Reduce -47.4% |
| HD Home Depot Inc. | 0.23% | 18,981 | $7.7M | Add +0.8% |
| VT Vanguard Tot World STK ETF | 0.23% | 55,620 | $7.7M | Reduce -0.3% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.23% | 281,998 | $7.6M | Reduce -16.0% |
| HEZU iShares Currency Hedged MSCI | 0.23% | 179,407 | $7.6M | Reduce -4.0% |
| SUSL iShares ESG MSCI USA Leaders | 0.23% | 64,158 | $7.5M | Add +0.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.22% | 84,618 | $7.4M | Reduce -13.0% |
| STNC Hennessy Sustainable ETF | 0.21% | 214,517 | $7.0M | Reduce -6.7% |
| ABBV Abbvie Inc. | 0.20% | 28,972 | $6.7M | Reduce -1.5% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.20% | 305,115 | $6.7M | Add +2.6% |
| IEI iShares 3-7 Year Treasury Bo | 0.20% | 55,734 | $6.7M | Reduce -70.7% |
| ESGD iShares Trust iShares ESG Aw | 0.20% | 71,039 | $6.6M | Add +16.2% |
| IVE iShares S&P 500 Value ETF | 0.20% | 31,750 | $6.6M | Reduce -23.9% |
| IXJ iShares Global Healthcare Et | 0.19% | 69,316 | $6.1M | New |
| NMRK Newmark Group Inc. Class A | 0.18% | 324,169 | $6.0M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 0.18% | 8,215 | $6.0M | Add +15.9% |
| EAGG iShares ESG Aware US Aggrega | 0.18% | 121,387 | $5.8M | Reduce -3.4% |
| CAT Caterpillar Inc. | 0.17% | 12,069 | $5.8M | Reduce -19.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 32,130 | $5.6M | Reduce -4.5% |
| TSLA Tesla Inc. | 0.17% | 12,617 | $5.6M | Reduce -7.3% |
| CIBR First Trust Nasdaq Cybersecu | 0.17% | 72,245 | $5.5M | Reduce -22.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.16% | 7 | $5.3M | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.16% | 50,491 | $5.2M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.15% | 6,691 | $5.1M | Reduce -7.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $274K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | 10,885 | $274K | Reduce -3.5% |
Total filed on the 13F, all lines: $3.3B.
Portfolio Sells Q2 2025 → Q3 2025
| IVV iShares Core S&P 500 ETF | Reduce -9.3% | 3.70% | −0.64 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -70.7% | 0.20% | −0.58 |
| OEF iShares S&P 100 ETF | Reduce -47.4% | 0.24% | −0.24 |
| GBIL Goldman Sachs Access Treasur | Reduce -25.7% | 0.42% | −0.23 |
| COST Costco Wholesale Corp. | Reduce -14.5% | 0.51% | −0.22 |
| SGOV iShares 0-3 Month Treasury B | Reduce -31.6% | 0.32% | −0.22 |
| EFV iShares MSCI Eafe Value ETF | Reduce -25.6% | 0.49% | −0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -12.7% | 0.77% | −0.21 |
| AMZN Amazon.com Inc. | Reduce -5.8% | 0.91% | −0.20 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.0% | 1.78% | −0.19 |
| XLF SS Financial Select Sector | Reduce -12.3% | 0.64% | −0.17 |
| SCHZ Schwab US Aggregate Bond ETF | Sold out | 0.00% | −0.17 |
| VGIT Vanguard Intermediate-Term T | Reduce -17.5% | 0.44% | −0.17 |
| QUAL iShares MSCI USA Quality Fac | Reduce -71.2% | 0.06% | −0.16 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Sold out | 0.00% | −0.16 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -50.5% | 0.13% | −0.15 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -66.7% | 0.06% | −0.14 |
| XLI SS Industrial Select Sector | Reduce -11.1% | 0.61% | −0.14 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Sold out | 0.00% | −0.13 |
| XLC SS Comm Select Sector SPDR | Reduce -13.0% | 0.61% | −0.13 |
| MUB iShares National Muni Bond E | Reduce -14.1% | 0.38% | −0.12 |
| SCHB Schwab US Broad Market ETF | Reduce -53.8% | 0.09% | −0.11 |
| IVW iShares S&P 500 Growth ETF | Reduce -27.4% | 0.25% | −0.11 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -59.4% | 0.06% | −0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -8.9% | 0.69% | −0.10 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.1% | 0.73% | −0.10 |
| DFAC Dimensional US Core Equity 2 | Reduce -4.2% | 0.85% | −0.10 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.8% | 0.88% | −0.10 |
| HYLB Xtrackers Usd High Yield Cor | Reduce -6.5% | 0.43% | −0.09 |
| XLP SS Consumer Staples Sel Sect | Reduce -54.6% | 0.06% | −0.09 |
| USHY iShares Broad Usd High Yield | Reduce -91.5% | 0.01% | −0.09 |
| IVE iShares S&P 500 Value ETF | Reduce -23.9% | 0.20% | −0.08 |
| IWB iShares Russell 1000 ETF | Reduce -2.1% | 0.94% | −0.08 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -16.0% | 0.23% | −0.08 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -22.0% | 0.17% | −0.08 |
| IXN iShares Global Tech ETF | Sold out | 0.00% | −0.08 |
| IYW iShares Ustechnology ETF | Reduce -86.3% | 0.01% | −0.07 |
| IEV iShares Europe ETF | Sold out | 0.00% | −0.07 |
| TLH iShares 10-20 Year Treasury | Sold out | 0.00% | −0.07 |
| ICSH iShares Ultra Short Duration | Reduce -75.7% | 0.02% | −0.07 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -80.1% | 0.01% | −0.06 |
| ITOT iShares Core S&P Total U.S. | Reduce -3.5% | 0.62% | −0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -41.9% | 0.07% | −0.06 |
| V Visa Inc. Class A | Reduce -2.4% | 0.28% | −0.06 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -61.1% | 0.03% | −0.06 |
| IVLU iShares MSCI International V | Sold out | 0.00% | −0.06 |
| THRO iShares U.S. Thematic Rotati | Sold out | 0.00% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.0% | 0.39% | −0.05 |
| USIG iShares Broad Usd Investment | Reduce -0.9% | 0.38% | −0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -13.0% | 0.22% | −0.05 |
Portfolio Buys Q2 2025 → Q3 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +206.1% | 5.67% | +3.70 |
| GSIE Goldman Sachs Activebeta Int | New | 0.48% | +0.48 |
| SCHG Schwab US Large-Cap Growth | Add +315.5% | 0.29% | +0.22 |
| IEFA iShares Core MSCI Eafe ETF | Add +29.7% | 1.24% | +0.19 |
| IXJ iShares Global Healthcare Et | New | 0.19% | +0.19 |
| VGK Vanguard Ftse Europe ETF | Add +25.8% | 1.02% | +0.12 |
| GSUS Goldman Sachs Marketbeta US | Add +19.2% | 0.98% | +0.11 |
| BBEU JPMorgan Betabuilders Europe | Add +71.7% | 0.28% | +0.10 |
| MINT PIMCO Enhanced Short Maturit | Add +70.0% | 0.27% | +0.09 |
| GLD SPDR Gold Shares | Add +17.4% | 0.50% | +0.08 |
| IWR iShares Russell Mid-Cap ETF | Add +29.8% | 0.49% | +0.08 |
| FBND Fidelity Total Bond ETF | Add +170.4% | 0.13% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +11.1% | 3.71% | +0.06 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +219.0% | 0.10% | +0.06 |
| IWM iShares Russell 2000 ETF | Add +20.1% | 0.31% | +0.05 |
| XLK SS Technology Select Sector | Add +11.6% | 0.60% | +0.05 |
| HTBK Heritage Commerce Corp. | New | 0.03% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +54.8% | 0.11% | +0.03 |
| RNG Ringcentral Inc. Class A | New | 0.03% | +0.03 |
| BBIN JPM Betabuilders Intl Eqty | New | 0.03% | +0.03 |
| IXUS iShares Core Intl Stock ETF | Add +37.3% | 0.14% | +0.03 |
| RAAX Vaneck Real Assets ETF | New | 0.03% | +0.03 |
| VSDB Vanguard Short Dur Bond ETF | Add +231.3% | 0.04% | +0.03 |
| GENI Genius Sports Ltd. | Add +30.3% | 0.10% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +14.2% | 0.32% | +0.02 |
| IEF iShares 7-10 Year Treasury B | Add +49.6% | 0.09% | +0.02 |
| EUSA iShares MSCI USA Equal Weigh | New | 0.02% | +0.02 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +46.7% | 0.07% | +0.02 |
| INDA iShares MSCI India ETF | New | 0.02% | +0.02 |
| AGG iShares Core U.S. Aggregate | Add +15.1% | 1.34% | +0.02 |
| FDS Factset Research Systems Inc. | Add +489.6% | 0.02% | +0.02 |
| VOX Vanguard Communication Servi | Add +34.4% | 0.07% | +0.02 |
| TECK Teck Resources Ltd.-CLS B | New | 0.02% | +0.02 |
| GWW WW Grainger Inc. | New | 0.01% | +0.01 |
| IBTG iShares Ibonds Dec 2026 Term | New | 0.01% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +16.2% | 0.25% | +0.01 |
| KVUE Kenvue Inc. | New | 0.01% | +0.01 |
| XYL Xylem Inc. | New | 0.01% | +0.01 |
| IUSV iShares Core S&P U.S. Value | Add +56.9% | 0.04% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +11.4% | 0.26% | +0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +16.2% | 0.20% | +0.01 |
| ECHO Echostar Corp. Class A | New | 0.01% | +0.01 |
| LRCX Lam Research Corp. | Add +4.5% | 0.05% | +0.01 |
| XOM Exxon Mobil Corp. | Add +18.8% | 0.12% | +0.01 |
| EVRG Evergy Inc. | New | 0.01% | +0.01 |
| EEMV iShares MSCI Emg MKT Min Vol | New | 0.01% | +0.01 |
| ZTS Zoetis Inc. | New | 0.01% | +0.01 |
| GGUS Goldman SS MB RL 1000 GE ETF | New | 0.01% | +0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.01% | +0.01 |
| MRK Merck & Co. Inc. | Add +19.7% | 0.08% | +0.01 |
Options Activity Q2 2025 → Q3 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 208,000 | $128.5Mbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | call | Sold out | 206,500 | $127.6Mbefore exit |
| TWLO Twilio Inc. Class A | put | Sold out | 6,100 | $759Kbefore exit |
| NVDA Nvidia Corp. | put | Sold out | 2,600 | $411Kbefore exit |
| COST Costco Wholesale Corp. | put | Sold out | 200 | $198Kbefore exit |
| MSFT Microsoft Corp. | put | Sold out | 100 | $50Kbefore exit |
| AMZN Amazon.com Inc. | put | Sold out | 200 | $44Kbefore exit |
| AVGO Broadcom Inc. | put | Sold out | 100 | $28Kbefore 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 2025 → Q3 2025
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Reduce -3.5% | 10,885 | $274K |
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 |