TD Private Client Wealth LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 18, 2024), TD Private Client Wealth LLC reported 1,269 stock positions worth $3.5 billion. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 6.2% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 5.8%) and Vanguard Mortgage-Backed Sec (VMBS, 4.4%). Compared with Q2 2024, it opened 86 new positions, sold out of 23, added to 561 and reduced 447. The biggest buy was iShares 20+ Year Treasury BD (TLT, shares +2205%) and the biggest sale iShares 10-20 Year Treasury (TLH, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001551017
- Portfolio Value
- $3.5B (Q3 2024)
- SEC Filing
- 0001654954-24-014605 ↗ filed Nov 18, 2024
Holdings Value
Holdings 1,269 stocks · $3.5B
| SPYM Ste STR SPDR PT S&P 500 ETF | 6.22% | 3,205,369 | $216.4M | Add +13.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.75% | 348,520 | $200.0M | Reduce -3.3% |
| VMBS Vanguard Mortgage-Backed Sec | 4.43% | 3,260,561 | $153.9M | Add +13.1% |
| IEFA iShares Core MSCI Eafe ETF | 4.21% | 1,877,590 | $146.5M | Add +15.7% |
| GOVT iShares US Treasury Bond ETF | 3.69% | 5,473,630 | $128.4M | Add +12.5% |
| VIG Vanguard Dividend Apprec ETF | 2.43% | 426,442 | $84.5M | Add +1.9% |
| SHY iShares 1-3 Year Treasury Bo | 2.25% | 939,577 | $78.1M | Reduce -15.3% |
| VGSH Vanguard Short-Term Treasury | 1.95% | 1,150,437 | $67.9M | Add +12.2% |
| VXF Vanguard Extended Market ETF | 1.72% | 328,412 | $59.8M | Add +15.5% |
| MSFT Microsoft Corp. | 1.55% | 124,974 | $53.8M | Add +4.3% |
| DGRO iShares Core Dividend Growth | 1.47% | 815,623 | $51.1M | Add +13.2% |
| IWF iShares Russell 1000 Growth | 1.47% | 135,929 | $51.0M | Add +2.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.46% | 640,696 | $50.9M | Reduce -7.2% |
| VOOG Vanguard S&P 500 Growth ETF | 1.34% | 134,845 | $46.6M | Add +10.9% |
| TLT iShares 20+ Year Treasury BD | 1.25% | 444,357 | $43.6M | Add +2205.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.25% | 808,098 | $43.4M | Add +12.8% |
| IEI iShares 3-7 Year Treasury Bo | 1.24% | 361,867 | $43.3M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.23% | 87,295 | $42.6M | Add +4.6% |
| IEMG iShares Core MSCI Emerging | 1.09% | 661,438 | $38.0M | Add +2.5% |
| VOO Vanguard S&P 500 ETF | 1.07% | 70,449 | $37.2M | Reduce -8.2% |
| EFA iShares MSCI Eafe ETF | 1.06% | 440,312 | $36.8M | Add +9.1% |
| IVV iShares Core S&P 500 ETF | 1.02% | 61,224 | $35.3M | Reduce -44.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.98% | 194,588 | $34.0M | Add +4.0% |
| IVW iShares S&P 500 Growth ETF | 0.92% | 333,444 | $31.9M | Add +6.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.87% | 79,135 | $30.4M | Reduce -1.7% |
| NVDA Nvidia Corp. | 0.83% | 238,230 | $28.9M | Reduce -10.8% |
| AMZN Amazon.com Inc. | 0.77% | 144,339 | $26.9M | Add +5.7% |
| AGG iShares Core U.S. Aggregate | 0.74% | 255,363 | $25.9M | Add +166.0% |
| IJH iShares Core S&P Midcap ETF | 0.74% | 414,663 | $25.8M | Add +2.5% |
| AAPL Apple Inc. | 0.72% | 106,889 | $24.9M | Add +6.5% |
| META Meta Platforms Inc. Class A | 0.68% | 41,392 | $23.7M | Add +3.0% |
| SCHD Schwab US DVD Equity ETF | 0.65% | 267,125 | $22.6M | Add +2.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.61% | 401,020 | $21.1M | Add +24.9% |
| IWD iShares Russell 1000 Value E | 0.60% | 109,249 | $20.7M | Reduce -8.4% |
| JPM JPMorgan Chase & Co. | 0.57% | 94,595 | $19.9M | Add +2.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.57% | 175,934 | $19.9M | Add +0.7% |
| IVE iShares S&P 500 Value ETF | 0.57% | 100,045 | $19.7M | Reduce -2.1% |
| GOOGL Alphabet Inc. Class A | 0.53% | 111,705 | $18.5M | Reduce -5.7% |
| BSV Vanguard Short-Term Bond ETF | 0.53% | 235,121 | $18.5M | Reduce -4.9% |
| VCIT Vanguard Int-Term Corporate | 0.53% | 218,664 | $18.3M | Add +8.3% |
| SDY SS SPDR S&P Dividend ETF | 0.52% | 128,339 | $18.2M | Reduce -2.2% |
| IJR iShares Core S&P Small-Cap E | 0.50% | 149,063 | $17.4M | Reduce -2.8% |
| IUSV iShares Core S&P U.S. Value | 0.47% | 171,605 | $16.4M | Reduce -16.1% |
| PM Philip Morris International | 0.41% | 116,416 | $14.1M | Add +2.6% |
| ABBV Abbvie Inc. | 0.40% | 70,411 | $13.9M | Reduce -0.4% |
| IEF iShares 7-10 Year Treasury B | 0.40% | 140,644 | $13.8M | Reduce -16.0% |
| IWM iShares Russell 2000 ETF | 0.38% | 59,350 | $13.1M | Reduce -3.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.37% | 48,224 | $12.7M | Reduce -3.4% |
| VONG Vanguard Russell 1000 Growth | 0.37% | 131,557 | $12.7M | Add +24.1% |
| BIV Vanguard Intermediate-Term B | 0.36% | 160,406 | $12.6M | Add +23.9% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.34% | 124,687 | $11.9M | Add +13.7% |
| VZ Verizon Communications Inc. | 0.33% | 258,954 | $11.6M | Add +1.3% |
| AVGO Broadcom Inc. | 0.33% | 67,273 | $11.6M | Add +3.7% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.33% | 172,681 | $11.5M | Add +15.1% |
| UNH Unitedhealth Group Inc. | 0.33% | 19,344 | $11.3M | Reduce -4.4% |
| VGT Vanguard Info Tech ETF | 0.32% | 19,265 | $11.3M | Add +0.8% |
| LLY Eli Lilly & Co. | 0.32% | 12,543 | $11.1M | Add +5.6% |
| SHM SS SPDR N Ice St Muni ETF | 0.32% | 227,937 | $11.0M | Add +0.0% |
| CVX Chevron Corp. | 0.31% | 73,148 | $10.8M | Reduce -8.9% |
| SCHG Schwab US Large-Cap Growth | 0.29% | 98,132 | $10.2M | Add +15.5% |
| MA Mastercard Inc. Class A | 0.29% | 20,088 | $9.9M | Add +10.5% |
| V Visa Inc. Class A | 0.28% | 35,489 | $9.8M | Reduce -17.1% |
| MRK Merck & Co. Inc. | 0.27% | 83,039 | $9.4M | Reduce -4.3% |
| BND Vanguard Total Bond Market | 0.27% | 125,069 | $9.4M | Reduce -7.8% |
| USB US Bancorp | 0.26% | 200,657 | $9.2M | Add +7.3% |
| SHV iShares 0-1 Year Treasury Bo | 0.26% | 82,778 | $9.2M | Add +5.9% |
| IWB iShares Russell 1000 ETF | 0.26% | 28,481 | $9.0M | Add +11.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.26% | 37,667 | $8.9M | Add +16.7% |
| PLD Prologis Inc. | 0.25% | 68,611 | $8.7M | Add +30.5% |
| IDV iShares International Select | 0.24% | 280,406 | $8.5M | Add +1.1% |
| GLD SPDR Gold Shares | 0.24% | 34,615 | $8.4M | Add +4.7% |
| BLV Vanguard Long-Term Bond ETF | 0.24% | 110,799 | $8.3M | Add +5.9% |
| NEE Nextera Energy Inc. | 0.24% | 98,284 | $8.3M | Add +2.0% |
| LIN Linde PLC | 0.22% | 16,246 | $7.7M | Add +2.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.22% | 150,403 | $7.7M | Add +28.2% |
| PG The Procter & Gamble Co. | 0.22% | 43,525 | $7.5M | Reduce -0.3% |
| HD Home Depot Inc. | 0.22% | 18,563 | $7.5M | Add +13.1% |
| WMT Walmart Inc. | 0.22% | 92,686 | $7.5M | Reduce -15.8% |
| AEP American Electric Power | 0.21% | 70,277 | $7.2M | Reduce -8.7% |
| AMGN Amgen Inc. | 0.20% | 21,642 | $7.0M | Reduce -9.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 14,962 | $6.9M | Reduce -23.4% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.19% | 141,532 | $6.6M | Add +1.7% |
| LMT Lockheed Martin Corp. | 0.19% | 11,223 | $6.6M | Add +0.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.18% | 13,687 | $6.4M | Add +34.3% |
| DVY iShares Select Dividend ETF | 0.18% | 46,916 | $6.3M | Add +17.2% |
| RTX RTX Corp. | 0.18% | 51,261 | $6.2M | Add +1.7% |
| PNC PNC Financial Services Group | 0.18% | 33,127 | $6.1M | Add +1.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 20,952 | $5.9M | Reduce -3.1% |
| CMCSA Comcast Corp. Class A | 0.17% | 141,185 | $5.9M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 0.17% | 35,151 | $5.9M | Reduce -0.2% |
| SNY Sanofi-ADR | 0.17% | 101,796 | $5.9M | Reduce -5.9% |
| HYLB Xtrackers Usd High Yield Cor | 0.17% | 155,380 | $5.7M | Add +27.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 142,540 | $5.7M | Add +5.5% |
| PEP Pepsico Inc. | 0.16% | 32,871 | $5.6M | Add +30.3% |
| CMI Cummins Inc. | 0.16% | 17,112 | $5.5M | Add +5.4% |
| ACN Accenture PLC Class A | 0.16% | 15,609 | $5.5M | Add +3.3% |
| MDT Medtronic PLC | 0.16% | 61,060 | $5.5M | Add +4.8% |
| PAYX Paychex Inc. | 0.16% | 40,737 | $5.5M | Add +34.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.15% | 19,144 | $5.4M | Reduce -3.0% |
| KO The Coca-Cola Co. | 0.15% | 74,788 | $5.4M | Reduce -4.5% |
Other holdings (10): bonds, preferreds, convertibles and warrants · $87K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| DJTWW Trump Media & Technology Gro | *W EXP 03/25/202 | 6,735 | $70K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 412 | $12K | Reduce -0.5% |
| EQUITY COMMONWEALTH (EQC 6.5 PERP D) | 6.5% CNV PFD D | 62 | $2K | Add +148.0% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 1 | $1K | No change |
| EPR PROPERTIES (EPR 5.75 PERP C) | PFD C CV 5.75% | 46 | $1K | No change |
| HTZWW Hertz Global Hldgs Inc. -CW51 | *W EXP 06/30/205 | 131 | $287 | No change |
| EXEEL Chesapeake Energy Corp. -CW26 | *W EXP 02/09/202 | 4 | $261 | New |
| STRATA CRITICAL MEDICAL INC | *W EXP 05/07/202 | 600 | $114 | No change |
| WGSWW Genedx Holdings Corp. | *W EXP 07/22/202 | 400 | $30 | No change |
| TDW.WS Tidewater Inc.-CW24 | *W EXP 11/14/202 | 9 | $4 | No change |
Lines left out (2) · $71 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| VSS Vanguard Ftse All Wo X-US SC | FTSE SMCAP ETF | 0 | $43 |
| CBSH Commerce Bancshares Inc. | COM | 0 | $28 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $3.5B.
Portfolio Sells Q2 2024 → Q3 2024
| TLH iShares 10-20 Year Treasury | Reduce -97.4% | 0.03% | −0.98 |
| IVV iShares Core S&P 500 ETF | Reduce -44.0% | 1.02% | −0.87 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -15.3% | 2.25% | −0.61 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.3% | 5.75% | −0.43 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -7.2% | 1.46% | −0.22 |
| NVDA Nvidia Corp. | Reduce -10.8% | 0.83% | −0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -5.7% | 0.53% | −0.15 |
| VOO Vanguard S&P 500 ETF | Reduce -8.2% | 1.07% | −0.14 |
| IEF iShares 7-10 Year Treasury B | Reduce -16.0% | 0.40% | −0.10 |
| IUSV iShares Core S&P U.S. Value | Reduce -16.1% | 0.47% | −0.10 |
| KLAC KLA Corp. | Reduce -47.9% | 0.08% | −0.10 |
| LRCX Lam Research Corp. | Reduce -42.5% | 0.06% | −0.09 |
| CVX Chevron Corp. | Reduce -8.9% | 0.31% | −0.09 |
| AMAT Applied Materials Inc. | Reduce -33.2% | 0.09% | −0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.7% | 0.87% | −0.07 |
| V Visa Inc. Class A | Reduce -17.1% | 0.28% | −0.07 |
| AME Ametek Inc. | Reduce -54.4% | 0.05% | −0.07 |
| CAG Conagra Brands Inc. | Reduce -97.2% | 0.00% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -4.3% | 0.27% | −0.07 |
| BSV Vanguard Short-Term Bond ETF | Reduce -4.9% | 0.53% | −0.07 |
| WFC Wells Fargo & Co. | Reduce -24.2% | 0.12% | −0.06 |
| SCHO Schwab Short-Term US Treas | Reduce -99.1% | 0.00% | −0.06 |
| IWD iShares Russell 1000 Value E | Reduce -8.4% | 0.60% | −0.06 |
| SCHR Schwab Intermediate-Term US | Reduce -66.2% | 0.03% | −0.06 |
| EW Edwards Lifesciences Corp. | Reduce -84.2% | 0.01% | −0.06 |
| DLB Dolby Laboratories Inc. Class A | Reduce -98.9% | 0.00% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -23.4% | 0.20% | −0.05 |
| WMB Williams Cos Inc. | Reduce -34.0% | 0.09% | −0.05 |
| OXY Occidental Petroleum Corp. | Reduce -88.3% | 0.00% | −0.04 |
| VMC Vulcan Materials Co. | Reduce -27.3% | 0.08% | −0.04 |
| BND Vanguard Total Bond Market | Reduce -7.8% | 0.27% | −0.04 |
| INTU Intuit Inc. | Reduce -7.4% | 0.15% | −0.04 |
| DUK Duke Energy Corp. | Reduce -23.1% | 0.15% | −0.04 |
| AMGN Amgen Inc. | Reduce -9.9% | 0.20% | −0.04 |
| KMB Kimberly-Clark Corp. | Reduce -58.4% | 0.02% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -0.2% | 0.17% | −0.03 |
| SNPS Synopsys Inc. | Reduce -42.8% | 0.03% | −0.03 |
| TEAM Atlassian Corp. Class A | Reduce -98.0% | 0.00% | −0.03 |
| IT Gartner Inc. | Reduce -31.6% | 0.07% | −0.03 |
| MU Micron Technology Inc. | Reduce -3.5% | 0.06% | −0.03 |
| D Dominion Energy Inc. | Reduce -39.1% | 0.05% | −0.03 |
| SO The Southern Co. | Reduce -31.9% | 0.07% | −0.03 |
| CRL Charles River Laboratories | Reduce -23.6% | 0.05% | −0.03 |
| CASY Casey's General Stores Inc. | Reduce -96.8% | 0.00% | −0.03 |
| PSX Phillips 66 | Reduce -6.1% | 0.10% | −0.03 |
| ADBE Adobe Inc. | Reduce -23.2% | 0.05% | −0.03 |
| J Jacobs Solutions Inc. | Reduce -47.3% | 0.02% | −0.03 |
| BX Blackstone Inc. | Reduce -65.7% | 0.01% | −0.02 |
| SHEL Shell PLC-ADR | Reduce -18.6% | 0.05% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -22.9% | 0.07% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| TLT iShares 20+ Year Treasury BD | Add +2205.0% | 1.25% | +1.20 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +13.3% | 6.22% | +0.52 |
| IEFA iShares Core MSCI Eafe ETF | Add +15.7% | 4.21% | +0.50 |
| AGG iShares Core U.S. Aggregate | Add +166.0% | 0.74% | +0.45 |
| VMBS Vanguard Mortgage-Backed Sec | Add +13.1% | 4.43% | +0.30 |
| GOVT iShares US Treasury Bond ETF | Add +12.5% | 3.69% | +0.23 |
| VXF Vanguard Extended Market ETF | Add +15.5% | 1.72% | +0.21 |
| DGRO iShares Core Dividend Growth | Add +13.2% | 1.47% | +0.16 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +12.8% | 1.25% | +0.09 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +24.9% | 0.61% | +0.09 |
| VGSH Vanguard Short-Term Treasury | Add +12.2% | 1.95% | +0.08 |
| CRM Salesforce Inc. | Add +112.8% | 0.13% | +0.07 |
| DEO Diageo PLC-Sponsored ADR | Add +534.8% | 0.08% | +0.07 |
| PLD Prologis Inc. | Add +30.5% | 0.25% | +0.06 |
| EFA iShares MSCI Eafe ETF | Add +9.1% | 1.06% | +0.06 |
| OLED Universal Display Corp. | New | 0.06% | +0.06 |
| VOOG Vanguard S&P 500 Growth ETF | Add +10.9% | 1.34% | +0.06 |
| BIV Vanguard Intermediate-Term B | Add +23.9% | 0.36% | +0.06 |
| VONG Vanguard Russell 1000 Growth | Add +24.1% | 0.37% | +0.05 |
| AAPL Apple Inc. | Add +6.5% | 0.72% | +0.05 |
| MS Morgan Stanley | Add +96.6% | 0.10% | +0.05 |
| JNJ Johnson & Johnson | Add +41.3% | 0.15% | +0.05 |
| LNG Cheniere Energy Inc. | Add +315.5% | 0.06% | +0.05 |
| PAYX Paychex Inc. | Add +34.7% | 0.16% | +0.04 |
| PM Philip Morris International | Add +2.6% | 0.41% | +0.04 |
| META Meta Platforms Inc. Class A | Add +3.0% | 0.68% | +0.04 |
| ARE Alexandria Real Estate Equit | Add +5113.4% | 0.04% | +0.04 |
| WEC WEC Energy Group Inc. | Add +85.4% | 0.08% | +0.04 |
| HD Home Depot Inc. | Add +13.1% | 0.22% | +0.04 |
| GE General Electric | Add +38.9% | 0.11% | +0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +28.2% | 0.22% | +0.04 |
| MCO Moody's Corp. | Add +828.2% | 0.04% | +0.04 |
| SHOP Shopify Inc. Class A | New | 0.04% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +16.7% | 0.26% | +0.04 |
| MA Mastercard Inc. Class A | Add +10.5% | 0.29% | +0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Add +34.3% | 0.18% | +0.03 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +15.1% | 0.33% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.0% | 0.98% | +0.03 |
| VEEV Veeva Systems Inc. Class A | Add +175.9% | 0.05% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +24.3% | 0.14% | +0.03 |
| USB US Bancorp | Add +7.3% | 0.26% | +0.03 |
| PEP Pepsico Inc. | Add +30.3% | 0.16% | +0.03 |
| DVY iShares Select Dividend ETF | Add +17.2% | 0.18% | +0.03 |
| HYLB Xtrackers Usd High Yield Cor | Add +27.3% | 0.17% | +0.03 |
| POST Post Holdings Inc. | Add +1993.6% | 0.03% | +0.03 |
| HES Hess Corp. | Add +1584.8% | 0.03% | +0.03 |
| GILD Gilead Sciences Inc. | Add +10.6% | 0.14% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +11.9% | 0.12% | +0.03 |
| ARES Ares Management Corp. Class A | New | 0.03% | +0.03 |
| SPEM State Street SP PTF Em ETF | Add +143.4% | 0.04% | +0.02 |
Notes & Other Activity Q2 2024 → Q3 2024
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Reduce -0.5% | 412 | $12K |
| EQUITY COMMONWEALTH (EQC 6.5 PERP D) | 6.5% CNV PFD D | Add +148.0% | 62 | $2K |
| EXEEL Chesapeake Energy Corp. -CW26 | *W EXP 02/09/202 | New | 4 | $261 |
| CBSH Commerce Bancshares Inc. | COM | Reduce -100.0% | 0 | $28 |
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 | 1,684 | $5.4B | SPYM, IEFA, VMBS, SPY, GOVT |
| Q1 2026 | 1,635 | $4.8B | SPYM, IEFA, VMBS, SPY, GOVT |
| Q4 2025 | 1,616 | $4.7B | SPYM, IEFA, VMBS, SPY, GOVT |
| Q3 2025 | 1,516 | $4.4B | SPYM, IEFA, SPY, VMBS, GOVT |
| Q2 2025 | 1,389 | $4.1B | SPYM, IEFA, SPY, VMBS, GOVT |
| Q1 2025 | 1,402 | $3.6B | SPYM, SPY, IEFA, VMBS, GOVT |
| Q4 2024 | 1,299 | $3.6B | SPYM, SPY, VMBS, IEFA, GOVT |
| Q3 2024 | 1,269 | $3.5B | SPYM, SPY, VMBS, IEFA, GOVT |
| Q2 2024 | 1,206 | $3.2B | SPY, SPYM, VMBS, IEFA, GOVT |
| Q1 2024 | 1,204 | $3.0B | SPY, SPYM, VMBS, IEFA, GOVT |