Strategic Blueprint, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Strategic Blueprint, LLC reported 689 stock positions worth $2.0 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 3.2% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 2.8%) and Vanguard Mrngstr Val ETF-Aui (VTV, 2.5%). Compared with Q1 2026, it opened 87 new positions, sold out of 34, added to 308 and reduced 259. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +33%) and the biggest sale iShares MSCI Eafe Value ETF (EFV, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001767821
- Portfolio Value
- $2.0B (Q2 2026)
- SEC Filing
- 0001767821-26-000004 ↗ filed Jul 23, 2026
Holdings Value
Holdings 689 stocks · $2.0B
| VUG Vanguard Mrngstar GR ETF-Sui | 3.17% | 735,402 | $63.3M | Add +33.0% |
| AVUS Avantis U.S. Equity ETF | 2.82% | 440,816 | $56.5M | Reduce -1.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.54% | 233,671 | $50.9M | Add +12.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.31% | 1,001,508 | $46.2M | Add +30.5% |
| NVDA Nvidia Corp. | 2.29% | 229,352 | $45.9M | Reduce -5.6% |
| GOVT iShares US Treasury Bond ETF | 1.74% | 1,526,575 | $34.8M | Add +11.3% |
| AAPL Apple Inc. | 1.65% | 114,143 | $33.0M | Reduce -4.7% |
| AVDE Avantis International Equity | 1.59% | 355,855 | $31.7M | Add +1.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.36% | 401,142 | $27.3M | Add +3.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.18% | 269,316 | $23.7M | Add +5.9% |
| CGGR Cap Group Growth Equity | 1.18% | 500,616 | $23.6M | Add +4.1% |
| GOOGL Alphabet Inc. Class A | 1.16% | 64,947 | $23.2M | Reduce -2.3% |
| IVV iShares Core S&P 500 ETF | 1.10% | 29,321 | $22.0M | Add +15.6% |
| QUAL iShares MSCI USA Quality Fac | 1.08% | 98,933 | $21.7M | Reduce -28.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.04% | 27,842 | $20.8M | Add +0.3% |
| AMZN Amazon.com Inc. | 0.95% | 80,162 | $19.1M | Reduce -2.9% |
| MSFT Microsoft Corp. | 0.92% | 49,368 | $18.4M | Add +3.1% |
| IEMG iShares Core MSCI Emerging | 0.91% | 219,761 | $18.2M | Reduce -18.1% |
| AVUQ Avantis US Quality Eq ETF | 0.90% | 273,432 | $18.0M | Add +2.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.90% | 48,502 | $17.9M | Reduce -1.3% |
| VRT Vertiv Holdings Co. Class A | 0.83% | 49,888 | $16.7M | Reduce -11.1% |
| LLY Eli Lilly & Co. | 0.82% | 13,696 | $16.4M | Add +11.7% |
| VMBS Vanguard Mortgage-Backed Sec | 0.77% | 329,236 | $15.4M | Add +6.1% |
| CAIE Calamos Autocallable Inc. ETF | 0.77% | 563,020 | $15.3M | Add +53.3% |
| EFV iShares MSCI Eafe Value ETF | 0.76% | 199,365 | $15.3M | Reduce -35.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.76% | 415,886 | $15.2M | Reduce -0.3% |
| CGMM Cap Group Small and Mid Cap | 0.76% | 458,668 | $15.1M | Add +2.0% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.75% | 338,547 | $15.1M | Add +2.0% |
| BAI Ishrs AI in and Tech Act ETF | 0.75% | 283,852 | $15.0M | Reduce -14.3% |
| CORO Ish Intl CTRY Rot Act ETF | 0.75% | 407,504 | $14.9M | Add +29.1% |
| VOO Vanguard S&P 500 ETF | 0.70% | 20,401 | $14.0M | Reduce -4.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.68% | 109,323 | $13.6M | Add +32.5% |
| BALT Inn Defined Wealth Shield | 0.68% | 396,460 | $13.6M | Add +9.8% |
| AMD Advanced Micro Devices | 0.67% | 23,126 | $13.4M | Reduce -11.1% |
| VEA Vanguard Ftse Developed ETF | 0.66% | 184,164 | $13.1M | Reduce -0.4% |
| AVLC Avantis US LG Cap Eq ETF | 0.65% | 145,387 | $13.1M | Add +2.2% |
| MTUM iShares MSCI USA Momentum Fa | 0.59% | 34,522 | $11.8M | Reduce -21.3% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.58% | 330,571 | $11.6M | Add +2.1% |
| TSPA T Rowe Price US Eqy Research | 0.57% | 238,231 | $11.3M | Add +3.1% |
| GLD SPDR Gold Shares | 0.54% | 29,502 | $10.9M | Reduce -4.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.54% | 14,600 | $10.8M | Add +4.9% |
| SOXX iShares Semiconductor ETF | 0.53% | 16,614 | $10.6M | Reduce -5.1% |
| AVUV Avantis US Small Cap Value | 0.53% | 84,859 | $10.6M | Reduce -0.5% |
| CAIQ Calamos Nasdaq Autocall ETF | 0.52% | 390,607 | $10.5M | Add +72.6% |
| PANW Palo Alto Networks Inc. | 0.52% | 30,575 | $10.4M | Reduce -3.2% |
| ESGU iShares ESG Aware MSCI USA | 0.51% | 62,223 | $10.2M | Reduce -3.6% |
| DGRO iShares Core Dividend Growth | 0.51% | 134,239 | $10.2M | Reduce -1.7% |
| JGRO JPMorgan Active Growth ETF | 0.50% | 101,930 | $10.0M | Add +2.0% |
| THRO iShares U.S. Thematic Rotati | 0.47% | 218,310 | $9.4M | Reduce -24.7% |
| IJR iShares Core S&P Small-Cap E | 0.46% | 62,361 | $9.2M | Reduce -0.7% |
| AVLV Avantis US Large Cap Value | 0.46% | 101,276 | $9.2M | Reduce -4.5% |
| IYW iShares Ustechnology ETF | 0.46% | 36,296 | $9.2M | Reduce -7.1% |
| AVEM Avantis Emerging Markets Eq | 0.44% | 92,172 | $8.9M | Reduce -3.8% |
| SHLD Global X Defense Tech ETF | 0.44% | 147,408 | $8.8M | Add +20.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.43% | 72,244 | $8.6M | Add +25.9% |
| EDGF 3EDGE Dynamic Fixed Incm ETF | 0.42% | 341,857 | $8.4M | Reduce -16.1% |
| FDVV Fidelity High Dividend ETF | 0.42% | 138,953 | $8.4M | Add +2.3% |
| JPM JPMorgan Chase & Co. | 0.42% | 25,519 | $8.4M | Add +0.9% |
| COWZ Pacer US Cash Cows 100 ETF | 0.41% | 131,945 | $8.2M | Reduce -21.1% |
| META Meta Platforms Inc. Class A | 0.41% | 14,526 | $8.2M | Reduce -9.4% |
| VGT Vanguard Info Tech ETF | 0.41% | 68,454 | $8.2M | Add +2.1% |
| WMT Walmart Inc. | 0.40% | 71,482 | $8.1M | Reduce -7.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.40% | 163,386 | $7.9M | Reduce -2.7% |
| DAL Delta Air Lines Inc. | 0.39% | 84,221 | $7.9M | Reduce -13.3% |
| AVSF Avantis Short-Term Fixed Inc. | 0.39% | 168,913 | $7.9M | Add +3.3% |
| C Citigroup Inc. | 0.39% | 55,570 | $7.8M | Reduce -1.0% |
| TLH iShares 10-20 Year Treasury | 0.38% | 76,682 | $7.7M | Reduce -8.3% |
| SCHD Schwab US DVD Equity ETF | 0.38% | 242,501 | $7.7M | Add +2.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.37% | 143,265 | $7.5M | Reduce -17.4% |
| IVW iShares S&P 500 Growth ETF | 0.37% | 53,943 | $7.4M | Add +4.1% |
| VWO Vanguard Ftse Emerging Marke | 0.37% | 123,606 | $7.4M | Reduce -0.3% |
| V Visa Inc. Class A | 0.37% | 21,380 | $7.3M | Reduce -2.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.36% | 143,926 | $7.3M | Reduce -4.8% |
| AVDV Avantis Intl S/C Value ETF | 0.36% | 70,637 | $7.3M | Reduce -1.4% |
| IXUS iShares Core Intl Stock ETF | 0.36% | 75,411 | $7.2M | Add +3.9% |
| XOM Exxonmobil Holdings Corp. | 0.36% | 52,456 | $7.2M | Add +0.2% |
| BJUN Innovator U.S. Equity Buffer | 0.35% | 142,881 | $7.0M | Add +39.0% |
| BAC Bank of America Corp. | 0.33% | 116,690 | $6.6M | Add +25.6% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.33% | 157,015 | $6.6M | Add +0.2% |
| ZECP Zacks Earnings Consistent Po | 0.32% | 171,079 | $6.5M | Reduce -1.9% |
| RTX RTX Corp. | 0.32% | 33,969 | $6.4M | Add +77.5% |
| IAU iShares Gold Trust | 0.31% | 82,799 | $6.3M | Add +1.1% |
| AVRE Avantis Real Estate ETF | 0.31% | 131,354 | $6.2M | Reduce -0.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.30% | 73,517 | $6.0M | Reduce -1.5% |
| LNG Cheniere Energy Inc. | 0.29% | 24,380 | $5.8M | Reduce -14.8% |
| AOA iShares Core 80/20 Aggressiv | 0.29% | 59,641 | $5.8M | Add +28.6% |
| AVSC Avantis US Small Cap Equity | 0.29% | 78,984 | $5.8M | Add +1.0% |
| FMAY FT Vest US Equity Buffer ETF | 0.29% | 102,859 | $5.8M | New |
| AVGO Broadcom Inc. | 0.29% | 15,288 | $5.8M | Reduce -1.8% |
| VIG Vanguard Dividend Apprec ETF | 0.29% | 24,315 | $5.8M | Reduce -4.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.29% | 48,822 | $5.7M | Reduce -1.8% |
| SGOV iShares 0-3 Month Treasury B | 0.28% | 56,257 | $5.7M | Add +25.2% |
| NFLX Netflix Inc. | 0.27% | 76,406 | $5.5M | Reduce -5.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 10,797 | $5.4M | Add +5.3% |
| UFEB Innovator U.S. Equity Ultra | 0.27% | 137,909 | $5.3M | Add +2.8% |
| ILCV iShares Morningstar Value Et | 0.26% | 52,359 | $5.3M | Add +45.8% |
| MU Micron Technology Inc. | 0.26% | 4,546 | $5.2M | Add +35.4% |
| SHV iShares 0-1 Year Treasury Bo | 0.26% | 47,250 | $5.2M | Reduce -1.4% |
| IWB iShares Russell 1000 ETF | 0.26% | 12,725 | $5.2M | Reduce -1.6% |
| IVE iShares S&P 500 Value ETF | 0.26% | 22,916 | $5.2M | Reduce -1.0% |
Options reported separately and not counted above: DRAM calls ($428K), NAVN calls ($206K), GS calls ($202K), ORCL calls ($176K), LMT calls ($102K), PLTR calls ($35K), QQQI puts ($6K).
Portfolio Sells Q1 2026 → Q2 2026
| EFV iShares MSCI Eafe Value ETF | Reduce -35.0% | 0.76% | −0.56 |
| QUAL iShares MSCI USA Quality Fac | Reduce -28.1% | 1.08% | −0.45 |
| AUGT Allianzim US Eq BFFR10 AG-US | Reduce -92.0% | 0.02% | −0.27 |
| GLD SPDR Gold Shares | Reduce -4.4% | 0.54% | −0.23 |
| CEG Constellation Energy | Reduce -88.5% | 0.02% | −0.20 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -21.1% | 0.41% | −0.20 |
| IYC iShares US Consumer Discreti | Reduce -71.1% | 0.07% | −0.19 |
| LNG Cheniere Energy Inc. | Reduce -14.8% | 0.29% | −0.18 |
| IEMG iShares Core MSCI Emerging | Reduce -18.1% | 0.91% | −0.18 |
| NFLX Netflix Inc. | Reduce -5.1% | 0.27% | −0.18 |
| NVDA Nvidia Corp. | Reduce -5.6% | 2.29% | −0.17 |
| EDGF 3EDGE Dynamic Fixed Incm ETF | Reduce -16.1% | 0.42% | −0.17 |
| WMT Walmart Inc. | Reduce -7.9% | 0.40% | −0.16 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -17.4% | 0.37% | −0.15 |
| AUGW Alianzim US Eq BFR20 Aug-Usd | Sold out | 0.00% | −0.15 |
| THRO iShares U.S. Thematic Rotati | Reduce -24.7% | 0.47% | −0.14 |
| META Meta Platforms Inc. Class A | Reduce -9.4% | 0.41% | −0.12 |
| AAPL Apple Inc. | Reduce -4.7% | 1.65% | −0.12 |
| TLH iShares 10-20 Year Treasury | Reduce -8.3% | 0.38% | −0.11 |
| AVUS Avantis U.S. Equity ETF | Reduce -1.7% | 2.82% | −0.08 |
| IGV iShares Expanded Tech-Softwa | Reduce -67.0% | 0.04% | −0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -4.8% | 0.36% | −0.07 |
| TFLO iShares Treasury Floating Ra | Reduce -20.7% | 0.16% | −0.07 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -2.7% | 0.40% | −0.07 |
| JEPI JPMorgan Equity Premium Inco | Reduce -25.3% | 0.13% | −0.07 |
| KHPI Kensington Hedged PRM in ETF | Reduce -52.1% | 0.06% | −0.07 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -16.8% | 0.18% | −0.07 |
| FSEP FT Vest U.S. Equity Buffer E | Reduce -18.3% | 0.23% | −0.07 |
| PLTR Palantir Technologies Inc. Class A | Reduce -19.8% | 0.08% | −0.07 |
| BJUL Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.07 |
| MINT PIMCO Enhanced Short Maturit | Reduce -68.7% | 0.02% | −0.06 |
| BPRE Bluerock Private Real Estate | Reduce -14.1% | 0.08% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -15.8% | 0.13% | −0.06 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -0.3% | 0.76% | −0.06 |
| FDEC FT Vest U.S. Equity Buffer E | Reduce -68.8% | 0.02% | −0.06 |
| FAUG FT Vest U.S. Equity Buffer E | Reduce -68.8% | 0.02% | −0.06 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -1.5% | 0.30% | −0.06 |
| FJUL FT Vest US Equity Buffer ETF | Reduce -65.8% | 0.03% | −0.06 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -1.8% | 0.29% | −0.06 |
| SLV iShares Silver Trust | Reduce -0.2% | 0.11% | −0.05 |
| AVDV Avantis Intl S/C Value ETF | Reduce -1.4% | 0.36% | −0.05 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -1.0% | 0.22% | −0.05 |
| FLRT Pacer Aristotle Pacific Floa | Reduce -5.1% | 0.23% | −0.05 |
| DGRO iShares Core Dividend Growth | Reduce -1.7% | 0.51% | −0.05 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -1.4% | 0.26% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -43.5% | 0.05% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -2.9% | 0.95% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -4.5% | 0.70% | −0.04 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.04 |
| FNOV FT Vest US Equity Buffer ETF | Reduce -42.0% | 0.05% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| VUG Vanguard Mrngstar GR ETF-Sui | Add +33.0% | 3.17% | +0.83 |
| FMAY FT Vest US Equity Buffer ETF | New | 0.29% | +0.29 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +30.5% | 2.31% | +0.25 |
| CAIE Calamos Autocallable Inc. ETF | Add +53.3% | 0.77% | +0.23 |
| CAIQ Calamos Nasdaq Autocall ETF | Add +72.6% | 0.52% | +0.21 |
| MU Micron Technology Inc. | Add +35.4% | 0.26% | +0.20 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +12.6% | 2.54% | +0.18 |
| LLY Eli Lilly & Co. | Add +11.7% | 0.82% | +0.16 |
| CORO Ish Intl CTRY Rot Act ETF | Add +29.1% | 0.75% | +0.16 |
| EFG iShares MSCI Eafe Growth ETF | Add +32.5% | 0.68% | +0.15 |
| SNDK Sandisk Corp. | New | 0.14% | +0.14 |
| IVV iShares Core S&P 500 ETF | Add +15.6% | 1.10% | +0.13 |
| DMAY FT Vest US Equity Deep Buffe | New | 0.13% | +0.13 |
| ACYN FT Lad Autocall Bar Inc. ETF | Add +542.0% | 0.13% | +0.11 |
| RTX RTX Corp. | Add +77.5% | 0.32% | +0.11 |
| IWP iShares Russell Mid-Cap Grow | Add +139.8% | 0.18% | +0.10 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +25.9% | 0.43% | +0.10 |
| AMAT Applied Materials Inc. | Add +101.7% | 0.13% | +0.09 |
| LRCX Lam Research Corp. | Add +38.6% | 0.15% | +0.09 |
| TTMI TTM Technologies | New | 0.09% | +0.09 |
| NVT Nvent Electric PLC | New | 0.08% | +0.08 |
| CRS Carpenter Technology | Add +209.9% | 0.11% | +0.08 |
| AOR iShares Core 60/40 Balanced | Add +59.6% | 0.25% | +0.08 |
| TER Teradyne Inc. | New | 0.08% | +0.08 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +76.6% | 0.19% | +0.08 |
| BJUN Innovator U.S. Equity Buffer | Add +39.0% | 0.35% | +0.07 |
| ACYS FT Vest Lad A Bar & Ri ETF | New | 0.07% | +0.07 |
| ILCV iShares Morningstar Value Et | Add +45.8% | 0.26% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.9% | 0.54% | +0.07 |
| VGT Vanguard Info Tech ETF | Add +2.1% | 0.41% | +0.07 |
| BAC Bank of America Corp. | Add +25.6% | 0.33% | +0.07 |
| AGX Argan Inc. | Add +393.0% | 0.08% | +0.07 |
| LMUB iShares LT National Muni BD | Add +97.9% | 0.16% | +0.07 |
| GEV GE Vernova Inc. | Add +37.0% | 0.18% | +0.07 |
| GLW Corning Inc. | Add +83.0% | 0.10% | +0.06 |
| ECG Everus Construction Group | New | 0.06% | +0.06 |
| FDMO Fidelity Momentum Factor ETF | Add +31.8% | 0.22% | +0.06 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | Add +46.3% | 0.18% | +0.06 |
| CGGR Cap Group Growth Equity | Add +4.1% | 1.18% | +0.06 |
| CDNL Cardinal Infrastructure GR-A | New | 0.05% | +0.05 |
| AOA iShares Core 80/20 Aggressiv | Add +28.6% | 0.29% | +0.05 |
| EDGU 3EDGE US Equity | Add +121.7% | 0.10% | +0.05 |
| TXN Texas Instruments Inc. | Add +251.0% | 0.07% | +0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +5.9% | 1.18% | +0.05 |
| IWY iShares Russell Top 200 Grow | Add +63.5% | 0.13% | +0.05 |
| MBB iShares MBS ETF | Add +75.1% | 0.15% | +0.05 |
| IESC Ies Holdings Inc. | Add +42.1% | 0.11% | +0.05 |
| FFEB FT Vest US Equity Buffer ETF | Add +215.0% | 0.08% | +0.05 |
| BLCR iShares LRG CP CR Act ETF-Ui | Add +129.7% | 0.08% | +0.05 |
| CAT Caterpillar Inc. | Add +3.6% | 0.19% | +0.05 |
Options Activity Q1 2026 → Q2 2026
| DRAM Roundhill Memory ETF | call | New | 5,800 | $428K |
| DIS The Walt Disney Co. | call | Sold out | 2,300 | $222Kbefore exit |
| NAVN Navan Inc. Class A | call | New | 9,000 | $206K |
| GS Goldman Sachs Group Inc. | call | New | 200 | $202K |
| ORCL Oracle Corp. | call | New | 1,200 | $176K |
| NKE Nike Inc. Class B | call | Sold out | 2,000 | $106Kbefore exit |
| LMT Lockheed Martin Corp. | call | New | 200 | $102K |
| LMT Lockheed Martin Corp. | put | Sold out | 100 | $60Kbefore exit |
| PLTR Palantir Technologies Inc. Class A | call | New | 300 | $35K |
| QQQI Neos Nasdaq-100 High Inc. ETF | put | New | 100 | $6K |
| HYLN Hyliion Holdings Corp. | call | Sold out | 2,000 | $4Kbefore exit |
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 2026 | 689 | $2.0B | VUG, AVUS, VTV, IUSB, NVDA |
| Q1 2026 | 635 | $1.7B | AVUS, NVDA, VTV, VUG, IUSB |
| Q4 2025 | 629 | $1.7B | AVUS, NVDA, VUG, VTV, IUSB |
| Q3 2025 | 713 | $2.3B | VOO, VTV, SCHG, AVUS, NVDA |
| Q2 2025 | 669 | $2.0B | VTV, VOO, SCHG, AVUS, VUG |
| Q1 2025 | 663 | $1.8B | VTV, VOO, VUG, SCHG, AVUS |
| Q4 2024 | 647 | $1.7B | VTV, VUG, SCHG, VOO, AAPL |
| Q3 2024 | 641 | $1.6B | VTV, VUG, AVUS, SCHG, AAPL |
| Q2 2024 | 602 | $1.5B | VTV, VUG, AVUS, QUAL, AAPL |
| Q1 2024 | 602 | $1.4B | VTV, AVUS, VUG, QUAL, SCHG |