Strategic Blueprint, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 23, 2024), Strategic Blueprint, LLC reported 602 stock positions worth $1.4 billion. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 4.0% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 2.6%) and Vanguard Mrngstar GR ETF-Sui (VUG, 2.5%). Compared with Q4 2023, it opened 62 new positions, sold out of 13, added to 305 and reduced 216. The biggest buy was a new position in Ishrs US E F R A ETF-Usd (DYNF) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001767821
- Portfolio Value
- $1.4B (Q1 2024)
- SEC Filing
- 0001767821-24-000003 ↗ filed Apr 23, 2024
Holdings Value
Holdings 602 stocks · $1.4B
| VTV Vanguard Mrngstr Val ETF-Aui | 4.04% | 349,134 | $56.9M | Add +20.1% |
| AVUS Avantis U.S. Equity ETF | 2.58% | 405,374 | $36.3M | Add +0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.52% | 103,224 | $35.5M | Add +11.1% |
| QUAL iShares MSCI USA Quality Fac | 2.33% | 200,062 | $32.9M | Reduce -9.4% |
| SCHG Schwab US Large-Cap Growth | 2.11% | 320,205 | $29.7M | Add +10.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.99% | 613,832 | $28.0M | Add +86.0% |
| VOO Vanguard S&P 500 ETF | 1.90% | 55,748 | $26.8M | Add +10.3% |
| AAPL Apple Inc. | 1.87% | 153,928 | $26.4M | Reduce -0.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.78% | 407,191 | $25.1M | Reduce -6.4% |
| MSFT Microsoft Corp. | 1.69% | 56,515 | $23.8M | Reduce -0.8% |
| VT Vanguard Tot World STK ETF | 1.43% | 181,873 | $20.1M | Add +9.2% |
| AVLV Avantis US Large Cap Value | 1.38% | 301,506 | $19.4M | Add +1.1% |
| NVDA Nvidia Corp. | 1.37% | 21,280 | $19.2M | Add +5.1% |
| AMZN Amazon.com Inc. | 1.34% | 104,301 | $18.8M | Reduce -4.5% |
| EFV iShares MSCI Eafe Value ETF | 1.19% | 307,371 | $16.7M | Reduce -7.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.13% | 30,358 | $15.9M | Reduce -0.0% |
| AVDE Avantis International Equity | 1.12% | 246,768 | $15.7M | Add +3.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.94% | 126,985 | $13.2M | Reduce -2.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.85% | 270,551 | $12.0M | New |
| GOOGL Alphabet Inc. Class A | 0.85% | 79,152 | $11.9M | Add +4.4% |
| IVV iShares Core S&P 500 ETF | 0.83% | 22,315 | $11.7M | Add +6.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.82% | 27,545 | $11.6M | Add +2.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.81% | 198,844 | $11.4M | Add +40.9% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.78% | 340,058 | $11.1M | Add +9.5% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.78% | 351,533 | $11.0M | Add +9.3% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.77% | 74,086 | $10.8M | Add +4.6% |
| SCHD Schwab US DVD Equity ETF | 0.76% | 133,570 | $10.8M | Add +6.1% |
| ESGU iShares ESG Aware MSCI USA | 0.75% | 91,605 | $10.5M | Reduce -22.6% |
| IYW iShares Ustechnology ETF | 0.73% | 75,873 | $10.2M | Add +6.1% |
| AVUV Avantis US Small Cap Value | 0.73% | 109,249 | $10.2M | Add +1.5% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.68% | 76,957 | $9.5M | Add +14.5% |
| LLY Eli Lilly & Co. | 0.67% | 12,157 | $9.5M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.67% | 58,226 | $9.4M | Add +0.6% |
| GOVT iShares US Treasury Bond ETF | 0.66% | 406,713 | $9.3M | Add +48.8% |
| TLT iShares 20+ Year Treasury BD | 0.64% | 94,954 | $9.0M | Add +9.1% |
| XOM Exxon Mobil Corp. | 0.63% | 76,036 | $8.8M | Add +3.4% |
| JULW Alianzim US Eq BFR20 Jul-Usd | 0.61% | 265,277 | $8.7M | Add +6.9% |
| VMBS Vanguard Mortgage-Backed Sec | 0.60% | 184,740 | $8.4M | Add +68.3% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.59% | 296,526 | $8.3M | Add +1048.3% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.59% | 236,473 | $8.2M | Add +52.4% |
| VIG Vanguard Dividend Apprec ETF | 0.58% | 44,505 | $8.1M | Add +8.3% |
| JANW Alianzim US Eq BFR20 Jan-Usd | 0.56% | 251,539 | $7.9M | Add +94.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.54% | 17,131 | $7.6M | Add +15.9% |
| FEX First Trust Large Cap Core A | 0.53% | 74,815 | $7.4M | Add +17.8% |
| WMT Walmart Inc. | 0.52% | 122,623 | $7.4M | Reduce -5.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.52% | 143,911 | $7.3M | Add +62.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.51% | 78,193 | $7.2M | Reduce -31.5% |
| JPM JPMorgan Chase & Co. | 0.51% | 35,741 | $7.2M | Add +4.3% |
| SOXX iShares Semiconductor ETF | 0.51% | 31,587 | $7.1M | Add +4.7% |
| AVDV Avantis Intl S/C Value ETF | 0.51% | 108,340 | $7.1M | Add +1.8% |
| IBTE iShares Ibonds Dec 2024 Term | 0.50% | 292,286 | $7.0M | Add +20.3% |
| CRM Salesforce Inc. | 0.48% | 22,355 | $6.7M | Reduce -1.6% |
| V Visa Inc. Class A | 0.45% | 22,898 | $6.4M | Reduce -11.5% |
| MUB iShares National Muni Bond E | 0.45% | 59,340 | $6.4M | Add +76.3% |
| MRK Merck & Co. Inc. | 0.45% | 48,367 | $6.4M | Reduce -5.6% |
| UJAN Innovator U.S. Equity Ultra | 0.42% | 164,976 | $6.0M | Reduce -5.6% |
| CCOR Core Alternative ETF | 0.41% | 217,346 | $5.8M | Add +1.4% |
| AVSF Avantis Short-Term Fixed Inc. | 0.40% | 122,312 | $5.7M | Add +1.8% |
| DAL Delta Air Lines Inc. | 0.40% | 117,567 | $5.6M | Add +3.5% |
| VWO Vanguard Ftse Emerging Marke | 0.39% | 130,760 | $5.5M | Reduce -1.6% |
| IEMG iShares Core MSCI Emerging | 0.39% | 105,510 | $5.4M | Reduce -32.3% |
| APO Apollo Global Management Inc. | 0.38% | 47,719 | $5.4M | Add +2.4% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.38% | 28,466 | $5.3M | Add +10.6% |
| FTCS First Trust Capital Strength | 0.37% | 61,619 | $5.3M | Reduce -1.1% |
| TJUL Innovator Equity Defined Pro | 0.37% | 197,059 | $5.2M | Add +25.3% |
| PANW Palo Alto Networks Inc. | 0.36% | 17,990 | $5.1M | Add +15.3% |
| COP Conocophillips | 0.36% | 39,932 | $5.1M | Add +8.4% |
| CMG Chipotle Mexican Grill Inc. | 0.36% | 1,740 | $5.1M | Add +12.7% |
| KKR KKR & Co. Inc. | 0.36% | 50,174 | $5.0M | Reduce -20.9% |
| SPGP Invesco S&P 500 Garp ETF | 0.35% | 46,832 | $5.0M | Add +11.5% |
| IQLT iShares MSCI International Q | 0.35% | 124,607 | $4.9M | Add +4.8% |
| GLD SPDR Gold Shares | 0.35% | 23,889 | $4.9M | Add +3.5% |
| IBTF iShares Ibonds Dec 2025 Term | 0.35% | 210,175 | $4.9M | Add +77.8% |
| META Meta Platforms Inc. Class A | 0.33% | 9,699 | $4.7M | Add +8.9% |
| JEPI JPMorgan Equity Premium Inco | 0.33% | 79,215 | $4.6M | Reduce -0.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.32% | 90,116 | $4.6M | Add +104.4% |
| AUGT Allianzim US Eq BFFR10 AG-US | 0.32% | 160,268 | $4.5M | Reduce -0.6% |
| AVRE Avantis Real Estate ETF | 0.32% | 106,020 | $4.5M | Add +4.2% |
| IJR iShares Core S&P Small-Cap E | 0.32% | 40,347 | $4.5M | Add +5.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.31% | 83,545 | $4.4M | New |
| LNG Cheniere Energy Inc. | 0.31% | 26,832 | $4.3M | Add +1.8% |
| TILT NT Mstar US Ftilt ETF | 0.30% | 21,390 | $4.2M | Add +2.8% |
| IAPR Innovator International Deve | 0.30% | 154,408 | $4.2M | Add +2.6% |
| ALC Alcon Inc. filed as ALCON AG | 0.29% | 48,823 | $4.1M | Add +4.9% |
| REGN Regeneron Pharmaceuticals | 0.29% | 4,176 | $4.0M | Reduce -17.0% |
| FCX Freeport-McMoran Inc. | 0.28% | 83,884 | $3.9M | Reduce -0.6% |
| AUGW Alianzim US Eq BFR20 Aug-Usd | 0.28% | 144,802 | $3.9M | Reduce -1.7% |
| FXL First Trust Technology Alpha | 0.27% | 27,796 | $3.7M | Add +8.2% |
| IXC iShares Global Energy ETF | 0.27% | 87,095 | $3.7M | Add +47.5% |
| GD General Dynamics Corp. | 0.26% | 13,014 | $3.7M | Reduce -4.3% |
| CVX Chevron Corp. | 0.26% | 22,771 | $3.6M | Add +10.7% |
| CIBR First Trust Nasdaq Cybersecu | 0.25% | 63,170 | $3.6M | Add +0.5% |
| VGT Vanguard Info Tech ETF | 0.25% | 6,759 | $3.5M | Add +1.8% |
| AVIG Avantis Core Fixed Income | 0.25% | 85,620 | $3.5M | Add +0.8% |
| IGV iShares Expanded Tech-Softwa | 0.25% | 40,960 | $3.5M | Add +19.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 12,806 | $3.3M | Reduce -5.8% |
| COST Costco Wholesale Corp. | 0.23% | 4,474 | $3.3M | Add +12.2% |
| IWB iShares Russell 1000 ETF | 0.23% | 11,355 | $3.3M | Reduce -2.0% |
| HD Home Depot Inc. | 0.23% | 8,510 | $3.3M | Add +5.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.23% | 14,276 | $3.3M | Reduce -7.3% |
Options reported separately and not counted above: GCT calls ($160), SOXL calls ($47), AMD puts ($36), LUNR calls ($6).
Other holdings (1): bonds, preferreds, convertibles and warrants · $2K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| XOSWW Xos Inc. -CW26 | *W EXP 08/20/202 | 75,073 | $2K | No change |
Total filed on the 13F, all lines: $1.4B.
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -0.0% | 1.87% | −0.57 |
| TFLO iShares Treasury Floating Ra | Reduce -65.1% | 0.15% | −0.35 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -31.5% | 0.51% | −0.35 |
| QUAL iShares MSCI USA Quality Fac | Reduce -9.4% | 2.33% | −0.35 |
| OEF iShares S&P 100 ETF | Reduce -65.1% | 0.14% | −0.28 |
| ESGU iShares ESG Aware MSCI USA | Reduce -22.6% | 0.75% | −0.28 |
| IEMG iShares Core MSCI Emerging | Reduce -32.3% | 0.39% | −0.26 |
| EFV iShares MSCI Eafe Value ETF | Reduce -7.2% | 1.19% | −0.24 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -6.4% | 1.78% | −0.23 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -47.2% | 0.20% | −0.21 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -2.5% | 0.94% | −0.11 |
| V Visa Inc. Class A | Reduce -11.5% | 0.45% | −0.10 |
| SCHI Schwab 5-10 Year Corporate B | Reduce -35.3% | 0.12% | −0.10 |
| MSFT Microsoft Corp. | Reduce -0.8% | 1.69% | −0.08 |
| REGN Regeneron Pharmaceuticals | Reduce -17.0% | 0.29% | −0.08 |
| UAUG Innovator U.S. Equity Ultra | Reduce -30.7% | 0.14% | −0.08 |
| IBDP iShares Ibonds Dec 2024 Term | Reduce -34.0% | 0.10% | −0.08 |
| KKR KKR & Co. Inc. | Reduce -20.9% | 0.36% | −0.08 |
| UJAN Innovator U.S. Equity Ultra | Reduce -5.6% | 0.42% | −0.07 |
| EXC Exelon Corp. | Reduce -74.5% | 0.02% | −0.07 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -14.9% | 0.18% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.0% | 1.13% | −0.06 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.6% | 0.39% | −0.06 |
| EJAN Innovator Emerging Markets P | Reduce -37.8% | 0.06% | −0.06 |
| DJUL FT Vest US Equity Deep Buffe | Reduce -59.1% | 0.03% | −0.05 |
| GMAR FT Vest US Equity Moderate B | Reduce -13.5% | 0.16% | −0.05 |
| ACWI iShares MSCI Acwi ETF | Reduce -20.8% | 0.13% | −0.05 |
| ARKK ARK Innovation ETF | Reduce -11.9% | 0.11% | −0.04 |
| TIP iShares Tips Bond ETF | Reduce -25.5% | 0.08% | −0.04 |
| MAYW Alianzim US Eq BFR20 May-Usd | Reduce -9.6% | 0.17% | −0.04 |
| FVD First Trust Value Line DVD | Reduce -9.4% | 0.18% | −0.04 |
| SDY SS SPDR S&P Dividend ETF | Reduce -26.6% | 0.08% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -7.3% | 0.23% | −0.04 |
| WMT Walmart Inc. | Reduce -5.5% | 0.52% | −0.04 |
| FSK FS KKR Capital Corp. | Reduce -0.0% | 0.18% | −0.04 |
| ABT Abbott Laboratories | Reduce -42.6% | 0.04% | −0.04 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Reduce -55.0% | 0.02% | −0.04 |
| FTCS First Trust Capital Strength | Reduce -1.1% | 0.37% | −0.04 |
| FEBW Alianzim US Eq BFR20 Feb-Usd | Reduce -12.6% | 0.13% | −0.04 |
| IFRA iShares US Infrastructure | Reduce -14.3% | 0.14% | −0.04 |
| JEPI JPMorgan Equity Premium Inco | Reduce -0.7% | 0.33% | −0.04 |
| AUGW Alianzim US Eq BFR20 Aug-Usd | Reduce -1.7% | 0.28% | −0.04 |
| GNMA iShares Gnma Bond ETF | Sold out | 0.00% | −0.03 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -6.9% | 0.15% | −0.03 |
| IYE iShares U.S. Energy ETF | Sold out | 0.00% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -4.5% | 1.34% | −0.03 |
| ICSH iShares Ultra Short Duration | Reduce -28.0% | 0.05% | −0.03 |
| DFJ Wisdomtree JPN S/C DVD Fund | Sold out | 0.00% | −0.03 |
| IBHD iShares Ibonds 2024 H/Y Inc. | Reduce -38.1% | 0.04% | −0.03 |
| GAPR FT Vest US Equity Moderate B | Reduce -15.4% | 0.09% | −0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.85% | +0.85 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +86.0% | 1.99% | +0.73 |
| NVDA Nvidia Corp. | Add +5.1% | 1.37% | +0.54 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +1048.3% | 0.59% | +0.53 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +20.1% | 4.04% | +0.45 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.31% | +0.31 |
| JANW Alianzim US Eq BFR20 Jan-Usd | Add +94.0% | 0.56% | +0.24 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +52.4% | 0.59% | +0.18 |
| VMBS Vanguard Mortgage-Backed Sec | Add +68.3% | 0.60% | +0.18 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +40.9% | 0.81% | +0.17 |
| MUB iShares National Muni Bond E | Add +76.3% | 0.45% | +0.15 |
| IVE iShares S&P 500 Value ETF | New | 0.15% | +0.15 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +62.1% | 0.52% | +0.14 |
| JAAA Janus Henderson Aaa Clo ETF | Add +104.4% | 0.32% | +0.14 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +11.1% | 2.52% | +0.14 |
| GOVT iShares US Treasury Bond ETF | Add +48.8% | 0.66% | +0.14 |
| SCHO Schwab Short-Term US Treas | New | 0.13% | +0.13 |
| FBND Fidelity Total Bond ETF | Add +192.1% | 0.21% | +0.13 |
| HEQT Simplify Hedged Equity ETF | New | 0.12% | +0.12 |
| IBTF iShares Ibonds Dec 2025 Term | Add +77.8% | 0.35% | +0.12 |
| SCHG Schwab US Large-Cap Growth | Add +10.0% | 2.11% | +0.12 |
| JGRO JPMorgan Active Growth ETF | Add +106.3% | 0.19% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +10.3% | 1.90% | +0.08 |
| IXC iShares Global Energy ETF | Add +47.5% | 0.27% | +0.07 |
| META Meta Platforms Inc. Class A | Add +8.9% | 0.33% | +0.07 |
| SCHP Schwab U.S. Tips ETF | Add +70.7% | 0.22% | +0.07 |
| CMG Chipotle Mexican Grill Inc. | Add +12.7% | 0.36% | +0.07 |
| TCAF T Rowe PRC Cap Appreciation | New | 0.06% | +0.06 |
| ARM Arm Holdings PLC-ADR | Add +196.1% | 0.08% | +0.06 |
| GCT Gigacloud Technology Inc. Class A | New | 0.06% | +0.06 |
| EMB iShares JP Morgan Usd Emergi | Add +61.9% | 0.20% | +0.06 |
| ARKB ARK 21SHARES Bitcoin ETF | New | 0.06% | +0.06 |
| LUNR Intuitive Machines Inc. | New | 0.05% | +0.05 |
| FEX First Trust Large Cap Core A | Add +17.8% | 0.53% | +0.05 |
| IBTG iShares Ibonds Dec 2026 Term | Add +69.9% | 0.16% | +0.05 |
| NJAN Innovator Growth 100 Power B | Add +150.9% | 0.09% | +0.05 |
| ICVT iShares Convertible Bond ETF | New | 0.05% | +0.05 |
| PJAN Innovator U.S. Equity Power | Add +53.0% | 0.15% | +0.04 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | New | 0.04% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +15.9% | 0.54% | +0.04 |
| FJAN FT Vest U.S. Equity Buffer E | New | 0.04% | +0.04 |
| GJAN FT Vest US Equity Moderate B | Add +84.5% | 0.09% | +0.04 |
| TJUL Innovator Equity Defined Pro | Add +25.3% | 0.37% | +0.03 |
| GLDM SPDR Gold Minishares Trust | Add +113.1% | 0.07% | +0.03 |
| BBJP JPMorgan Betabuilders Japan | New | 0.03% | +0.03 |
| IBTI iShares Ibonds Dec 2028 Term | New | 0.03% | +0.03 |
| AMD Advanced Micro Devices | Add +48.3% | 0.08% | +0.03 |
| FITB Fifth Third Bancorp | Add +133.9% | 0.05% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.2% | 0.82% | +0.03 |
| ETN Eaton Corp. PLC | Add +22.9% | 0.11% | +0.03 |
Options Activity Q4 2023 → Q1 2024
| QQQ Invesco QQQ Trust Series 1 | call | Sold out | 3,800 | $2Kbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | call | Sold out | 2,900 | $1Kbefore exit |
| GCT Gigacloud Technology Inc. Class A | call | New | 6,000 | $160 |
| ADBE Adobe Inc. | call | Sold out | 200 | $119before exit |
| ARM Arm Holdings PLC-ADR | call | Sold out | 1,500 | $113before exit |
| SOXL Direx Dail Semi Bu 3X Et-Usd | call | New | 1,000 | $47 |
| AMD Advanced Micro Devices | put | New | 200 | $36 |
| LUNR Intuitive Machines Inc. | call | New | 1,000 | $6 |
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 |