United Capital Financial Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 17, 2026), United Capital Financial Advisors, LLC reported 1,609 stock positions worth $18.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.1%) and SS SPDR S&P 500 ETF Trust-US (SPY, 3.1%). Compared with Q1 2026, it opened 122 new positions, sold out of 136, added to 661 and reduced 771. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +13%) and the biggest sale iShares MSCI Eafe Value ETF (EFV, shares −58%).
- Most Recent 13F
- Q2 2026
- Location
- IRVING, TX
- CIK
- 0001463217
- Portfolio Value
- $18.1B (Q2 2026)
- SEC Filing
- 0001463217-26-000004 ↗ filed Aug 17, 2026
Holdings Value
Holdings 1,609 stocks · $18.1B
| IVV iShares Core S&P 500 ETF | 6.38% | 1,541,045 | $1.2B | Add +13.3% |
| VOO Vanguard S&P 500 ETF | 6.10% | 1,606,745 | $1.1B | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.06% | 740,299 | $553.1M | Reduce -3.1% |
| AAPL Apple Inc. | 2.80% | 1,754,234 | $507.6M | Reduce -0.5% |
| IEFA iShares Core MSCI Eafe ETF | 2.68% | 5,029,440 | $485.9M | Reduce -0.6% |
| NVDA Nvidia Corp. | 2.42% | 2,192,820 | $438.8M | Add +2.4% |
| RGEN Repligen Corp. | 2.10% | 2,790,650 | $380.8M | Add +0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.70% | 1,414,717 | $308.4M | Reduce -1.3% |
| BIV Vanguard Intermediate-Term B | 1.69% | 3,995,262 | $306.4M | Add +8.1% |
| MSFT Microsoft Corp. | 1.61% | 779,208 | $290.7M | Add +0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.55% | 3,261,088 | $281.4M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 1.49% | 752,247 | $268.8M | Reduce -4.9% |
| IEMG iShares Core MSCI Emerging | 1.38% | 3,012,189 | $250.0M | Reduce -16.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.31% | 5,132,935 | $236.8M | Add +25.2% |
| GOVT iShares US Treasury Bond ETF | 1.27% | 10,130,922 | $230.6M | Add +2.0% |
| GOOG Alphabet Inc. Class C | 0.98% | 500,598 | $176.9M | Reduce -1.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.97% | 237,452 | $174.9M | Add +1.7% |
| IJR iShares Core S&P Small-Cap E | 0.92% | 1,119,614 | $166.0M | Reduce -4.0% |
| AMZN Amazon.com Inc. | 0.89% | 677,750 | $161.5M | Add +1.1% |
| SHDG Soundwatch Hedged Equity ETF filed as ADVISOR MANAGED PORTFOLIOS | 0.86% | 4,789,549 | $156.4M | Reduce -3.4% |
| IVW iShares S&P 500 Growth ETF | 0.85% | 1,124,043 | $154.7M | Add +1.7% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.81% | 3,126,452 | $146.7M | Reduce -6.5% |
| MBB iShares MBS ETF | 0.79% | 1,509,344 | $142.8M | Add +6.1% |
| BSV Vanguard Short-Term Bond ETF | 0.78% | 1,823,344 | $142.0M | Reduce -5.2% |
| PYLD PIMCO Multisector Bond Actv | 0.76% | 5,161,831 | $136.7M | Add +12.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.74% | 266,085 | $133.1M | Reduce -0.7% |
| IVE iShares S&P 500 Value ETF | 0.71% | 565,412 | $128.4M | Reduce -14.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.69% | 1,829,101 | $124.5M | Add +4.3% |
| JPM JPMorgan Chase & Co. | 0.68% | 373,822 | $122.4M | Add +0.8% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.66% | 2,194,902 | $119.6M | Reduce -4.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.56% | 1,492,239 | $100.7M | Add +4.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.55% | 1,879,524 | $99.9M | Add +0.8% |
| SCHG Schwab US Large-Cap Growth | 0.54% | 2,898,121 | $98.1M | Reduce -0.3% |
| V Visa Inc. Class A | 0.54% | 283,047 | $97.1M | Add +1.1% |
| AVGO Broadcom Inc. | 0.53% | 255,126 | $96.4M | Add +9.4% |
| GBND Goldman Sachs Core Bond ETF | 0.53% | 1,907,521 | $96.3M | Add +10.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.51% | 46,773 | $93.1M | Reduce -1.8% |
| LLY Eli Lilly & Co. | 0.49% | 74,694 | $89.6M | Add +23.3% |
| META Meta Platforms Inc. Class A | 0.49% | 157,362 | $88.6M | Add +0.9% |
| JNJ Johnson & Johnson | 0.48% | 345,519 | $87.8M | Reduce -5.7% |
| CSCO Cisco Systems Inc. | 0.48% | 745,008 | $87.5M | Reduce -2.2% |
| QUAL iShares MSCI USA Quality Fac | 0.46% | 376,567 | $82.8M | Reduce -39.2% |
| IYW iShares Ustechnology ETF | 0.45% | 319,172 | $80.6M | Reduce -0.1% |
| AGG iShares Core U.S. Aggregate | 0.44% | 810,957 | $80.3M | Add +3.1% |
| COST Costco Wholesale Corp. | 0.41% | 79,741 | $74.6M | Reduce -1.2% |
| MUB iShares National Muni Bond E | 0.39% | 655,019 | $70.4M | Add +6.7% |
| BAI Ishrs AI in and Tech Act ETF | 0.37% | 1,275,000 | $67.2M | Reduce -15.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.36% | 530,721 | $65.9M | Add +8.2% |
| SHM SS SPDR N Ice St Muni ETF | 0.36% | 1,357,212 | $65.1M | Reduce -4.4% |
| SCHF Schwab Intl Equity ETF | 0.36% | 2,339,155 | $64.4M | Reduce -1.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.35% | 617,016 | $64.2M | Add +0.9% |
| ABBV Abbvie Inc. | 0.35% | 254,843 | $64.1M | Reduce -0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.35% | 258,163 | $62.7M | Reduce -4.9% |
| SCHD Schwab US DVD Equity ETF | 0.34% | 1,921,962 | $60.9M | Add +0.5% |
| QCOM Qualcomm Inc. | 0.34% | 328,938 | $60.8M | Reduce -4.7% |
| JPST JPMorgan Ultra-Short Income | 0.33% | 1,181,875 | $59.7M | Reduce -5.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 620,540 | $59.7M | Reduce -2.8% |
| MTUM iShares MSCI USA Momentum Fa | 0.32% | 166,581 | $57.2M | Reduce -22.3% |
| AMD Advanced Micro Devices | 0.32% | 98,358 | $57.1M | Add +2.6% |
| VNQ Vanguard Real Estate ETF | 0.31% | 584,158 | $56.3M | Reduce -3.5% |
| GSIE Goldman Sachs Activebeta Int | 0.31% | 1,231,419 | $56.1M | Add +37.7% |
| SCHV Schwab US Large-Cap Value | 0.31% | 1,599,656 | $55.7M | Reduce -1.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.31% | 116,091 | $55.4M | Add +6.1% |
| SBUX Starbucks Corp. | 0.30% | 524,550 | $53.6M | Reduce -6.6% |
| SCHX Schwab US Large-Cap ETF | 0.30% | 1,820,534 | $53.6M | Reduce -2.2% |
| PG The Procter & Gamble Co. | 0.29% | 352,784 | $51.7M | Reduce -0.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.28% | 136,150 | $49.8M | Reduce -4.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.27% | 1,000,682 | $48.0M | Reduce -4.9% |
| HD Home Depot Inc. | 0.26% | 135,291 | $47.7M | Reduce -4.2% |
| TSLA Tesla Inc. | 0.26% | 112,891 | $47.5M | Add +0.3% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.26% | 936,830 | $47.2M | Add +8.4% |
| IWF iShares Russell 1000 Growth | 0.26% | 379,433 | $47.1M | Reduce -1.4% |
| CAT Caterpillar Inc. | 0.26% | 44,175 | $47.0M | Reduce -0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 125,678 | $46.5M | Add +1.3% |
| TLH iShares 10-20 Year Treasury | 0.25% | 456,877 | $45.8M | Reduce -20.5% |
| CORO Ish Intl CTRY Rot Act ETF | 0.24% | 1,206,181 | $44.2M | New |
| AXP American Express Co. | 0.24% | 130,559 | $44.2M | Add +2.2% |
| IBTG iShares Ibonds Dec 2026 Term | 0.24% | 1,908,680 | $43.7M | Add +2.6% |
| MU Micron Technology Inc. | 0.24% | 37,830 | $43.7M | Reduce -2.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.23% | 732,516 | $42.2M | Add +8.1% |
| MDT Medtronic PLC | 0.23% | 527,850 | $41.3M | Add +1.0% |
| CVX Chevron Corp. | 0.23% | 247,769 | $41.1M | Reduce -4.0% |
| XOM Exxon Mobil Corp. | 0.23% | 300,236 | $41.0M | Add +0.9% |
| IDEF Ishars Def Ind TC Ac ETF-Ui | 0.23% | 1,285,564 | $40.8M | Add +20.1% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 526,146 | $40.5M | Reduce -1.7% |
| IALT Ishrs SYS Alt Act ETF | 0.22% | 1,435,675 | $40.1M | New |
| ISRG Intuitive Surgical Inc. | 0.22% | 100,190 | $39.8M | Add +25.8% |
| GIGL Gldmn SCHS Corp. Bond ETF | 0.22% | 785,639 | $39.7M | Add +15.3% |
| RTX RTX Corp. | 0.22% | 208,766 | $39.6M | Reduce -0.8% |
| GEV GE Vernova Inc. | 0.21% | 32,593 | $38.3M | Reduce -11.4% |
| IUSG iShares Core S&P U.S. Growth | 0.21% | 202,069 | $38.1M | Add +18.5% |
| GS Goldman Sachs Group Inc. | 0.21% | 37,373 | $37.8M | Add +2.0% |
| UL Unilever PLC-Sponsored ADR | 0.20% | 616,409 | $37.1M | Reduce -0.2% |
| SMH Vaneck Semiconductor ETF | 0.20% | 56,377 | $37.0M | Add +1.4% |
| EFV iShares MSCI Eafe Value ETF | 0.20% | 479,937 | $36.7M | Reduce -57.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.20% | 436,427 | $36.5M | Add +0.1% |
| PEP Pepsico Inc. | 0.20% | 263,954 | $35.7M | Reduce -2.6% |
| THRO iShares U.S. Thematic Rotati | 0.20% | 823,625 | $35.5M | Reduce -34.6% |
| HELO JPMorgan Hedged Equity ETF | 0.20% | 523,484 | $35.4M | Add +16.6% |
| WMT Walmart Inc. | 0.20% | 312,237 | $35.4M | Reduce -0.5% |
Options reported separately and not counted above: SPY puts ($28.8M), KRE puts ($4.6M), AAPL puts ($4.3M), QQQ puts ($3.7M), NVDA puts ($2.6M), LLY puts ($2.3M), CRWD puts ($1.1M), AVGO puts ($907K), MSFT puts ($783K), META puts ($676K), IBM puts ($422K), TLT calls ($207K), and 1 more.
Portfolio Sells Q1 2026 → Q2 2026
| EFV iShares MSCI Eafe Value ETF | Reduce -57.8% | 0.20% | −0.32 |
| QUAL iShares MSCI USA Quality Fac | Reduce -39.2% | 0.46% | −0.28 |
| IAGG iShares Intl Aggregate Bond | Reduce -81.8% | 0.05% | −0.24 |
| HON Honeywell International Inc. | Reduce -98.8% | 0.00% | −0.20 |
| IEMG iShares Core MSCI Emerging | Reduce -16.6% | 1.38% | −0.17 |
| IVE iShares S&P 500 Value ETF | Reduce -14.4% | 0.71% | −0.15 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -47.1% | 0.14% | −0.15 |
| BSV Vanguard Short-Term Bond ETF | Reduce -5.2% | 0.78% | −0.14 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.6% | 2.68% | −0.13 |
| ACN Accenture PLC Class A | Reduce -42.6% | 0.06% | −0.12 |
| TLH iShares 10-20 Year Treasury | Reduce -20.5% | 0.25% | −0.10 |
| CVX Chevron Corp. | Reduce -4.0% | 0.23% | −0.10 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -66.8% | 0.04% | −0.09 |
| THRO iShares U.S. Thematic Rotati | Reduce -34.6% | 0.20% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -1.2% | 0.41% | −0.08 |
| CRM Salesforce Inc. | Reduce -38.7% | 0.07% | −0.08 |
| SHDG Soundwatch Hedged Equity ETF | Reduce -3.4% | 0.86% | −0.07 |
| NFLX Netflix Inc. | Reduce -1.3% | 0.14% | −0.07 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -36.5% | 0.09% | −0.07 |
| JNJ Johnson & Johnson | Reduce -5.7% | 0.48% | −0.07 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -6.5% | 0.81% | −0.07 |
| PEP Pepsico Inc. | Reduce -2.6% | 0.20% | −0.06 |
| JPST JPMorgan Ultra-Short Income | Reduce -5.4% | 0.33% | −0.06 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -4.4% | 0.36% | −0.06 |
| INTU Intuit Inc. | Reduce -21.9% | 0.04% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 0.74% | −0.06 |
| DIS The Walt Disney Co. | Reduce -2.8% | 0.33% | −0.05 |
| GILD Gilead Sciences Inc. | Reduce -25.3% | 0.08% | −0.05 |
| TFLO iShares Treasury Floating Ra | Reduce -93.6% | 0.00% | −0.05 |
| WMT Walmart Inc. | Reduce -0.5% | 0.20% | −0.05 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -36.1% | 0.06% | −0.04 |
| E Eni SPA-Sponsored ADR | Reduce -90.9% | 0.00% | −0.04 |
| CME Cme Group Inc. | Reduce -15.0% | 0.05% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -2.2% | 0.18% | −0.04 |
| TMUS T-Mobile US Inc. | Reduce -0.4% | 0.10% | −0.04 |
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -4.3% | 0.66% | −0.04 |
| NDAQ Nasdaq Inc. | Reduce -20.3% | 0.07% | −0.04 |
| USHY iShares Broad Usd High Yield | Reduce -90.2% | 0.00% | −0.04 |
| BBY Best Buy Co. Inc. | Reduce -89.1% | 0.00% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -8.9% | 0.17% | −0.03 |
| RTX RTX Corp. | Reduce -0.8% | 0.22% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.3% | 1.70% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 0.29% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -10.0% | 0.06% | −0.03 |
| ABT Abbott Laboratories | Reduce -2.5% | 0.10% | −0.03 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -4.6% | 0.18% | −0.03 |
| NKE Nike Inc. Class B | Reduce -66.8% | 0.01% | −0.03 |
| ODFL Old Dominion Freight Line | Reduce -44.0% | 0.03% | −0.03 |
| BOND PIMCO Active Bond Exchange-T | Reduce -58.8% | 0.01% | −0.02 |
| CRAI Cra International Inc. | Reduce -27.6% | 0.03% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | Add +13.3% | 6.38% | +0.90 |
| CORO Ish Intl CTRY Rot Act ETF | New | 0.24% | +0.24 |
| IALT Ishrs SYS Alt Act ETF | New | 0.22% | +0.22 |
| AMD Advanced Micro Devices | Add +2.6% | 0.32% | +0.20 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.19% | +0.19 |
| LLY Eli Lilly & Co. | Add +23.3% | 0.49% | +0.15 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +25.2% | 1.31% | +0.14 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.7% | 0.97% | +0.13 |
| NVDA Nvidia Corp. | Add +2.4% | 2.42% | +0.12 |
| ESGV Vanguard ESG US Stock ETF | Add +223.5% | 0.15% | +0.11 |
| HON Honeywell International Inc. | New | 0.10% | +0.10 |
| INTC Intel Corp. | Add +8.1% | 0.15% | +0.10 |
| RGEN Repligen Corp. | Add +0.6% | 2.10% | +0.09 |
| AVGO Broadcom Inc. | Add +9.4% | 0.53% | +0.09 |
| IVW iShares S&P 500 Growth ETF | Add +1.7% | 0.85% | +0.08 |
| SFLR Innovator Eqty MGD Floor ETF | New | 0.08% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Add +6.1% | 0.31% | +0.08 |
| MINO PIMCO Municipal Income Oppor | New | 0.08% | +0.08 |
| SMH Vaneck Semiconductor ETF | Add +1.4% | 0.20% | +0.07 |
| AMAT Applied Materials Inc. | Add +2.7% | 0.15% | +0.07 |
| GSIE Goldman Sachs Activebeta Int | Add +37.7% | 0.31% | +0.07 |
| JELM JH Eq Linked Mod Income ETF | New | 0.07% | +0.07 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +4.3% | 0.69% | +0.06 |
| KLAC KLA Corp. | Add +19.3% | 0.10% | +0.06 |
| NAVN Navan Inc. Class A | Add +34.5% | 0.10% | +0.05 |
| IUSG iShares Core S&P U.S. Growth | Add +18.5% | 0.21% | +0.05 |
| BLCR iShares LRG CP CR Act ETF-Ui | Add +8.4% | 0.26% | +0.04 |
| GEM Goldman Sachs Activebeta Em | Add +16.2% | 0.18% | +0.04 |
| SNDK Sandisk Corp. | Add +17.0% | 0.05% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +3.1% | 0.08% | +0.03 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +4.1% | 0.56% | +0.03 |
| ETN Eaton Corp. PLC | Add +14.2% | 0.19% | +0.03 |
| AMZN Amazon.com Inc. | Add +1.1% | 0.89% | +0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +8.1% | 0.23% | +0.03 |
| EMR Emerson Electric Co. | Add +37.7% | 0.11% | +0.03 |
| ING ING Groep N.V.-Sponsored ADR | Add +250.3% | 0.04% | +0.03 |
| EFG iShares MSCI Eafe Growth ETF | Add +8.2% | 0.36% | +0.03 |
| ADI Analog Devices Inc. | Add +35.5% | 0.08% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +6.0% | 0.08% | +0.03 |
| WDC Western Digital Corp. | Add +1.0% | 0.05% | +0.03 |
| NOW ServiceNow Inc. | Add +39.7% | 0.16% | +0.02 |
| QQQM Invesco Nasdaq 100 ETF | Add +2.1% | 0.16% | +0.02 |
| SECU Ishrs Secur Incom Act ETF | New | 0.02% | +0.02 |
| DELL Dell Technologies -C | Add +9.0% | 0.03% | +0.02 |
| STIP iShares 0-5 Year Tips Bond E | Add +779.4% | 0.02% | +0.02 |
| STX Seagate Technology Holdings | Add +5.1% | 0.04% | +0.02 |
| SPCX Space Exploration Techn Class A | New | 0.02% | +0.02 |
| GLW Corning Inc. | Add +19.6% | 0.04% | +0.02 |
| MRVL Marvell Technology Inc. | Add +8.0% | 0.03% | +0.02 |
| GSC Goldman Sachs Small Cap Equi | Add +34.9% | 0.05% | +0.02 |
Options Activity Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | put | Reduce -5.4% | 38,600 | $28.8M |
| KRE SS SPDR S&P Regional Bank | put | New | 61,300 | $4.6M |
| AAPL Apple Inc. | put | Reduce -8.6% | 14,800 | $4.3M |
| QQQ Invesco QQQ Trust Series 1 | put | Reduce -33.3% | 5,000 | $3.7M |
| NVDA Nvidia Corp. | put | Add +29.0% | 12,900 | $2.6M |
| LLY Eli Lilly & Co. | put | Reduce -9.5% | 1,900 | $2.3M |
| AVGO Broadcom Inc. | put | New | 2,400 | $907K |
| IBM Intl Business Machines Corp. | put | New | 1,500 | $422K |
| ARAY Accuray Inc. | call | New | 20,000 | $5K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026
| CORZW Core Scientific Inc. - 27 | *W EXP 01/23/202 | Sold out | 16,100 | $147Kbefore 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 | 1,609 | $18.1B | IVV, VOO, SPY, AAPL, IEFA |
| Q1 2026 | 1,622 | $16.2B | VOO, IVV, SPY, IEFA, AAPL |
| Q4 2025 | 1,358 | $16.6B | VOO, IVV, SPY, AAPL, RGEN |
| Q3 2025 | 1,192 | $13.9B | VOO, IVV, IEFA, AAPL, RGEN |
| Q2 2025 | 1,080 | $12.4B | VOO, IVV, IEFA, BSV, MSFT |
| Q1 2025 | 1,053 | $11.7B | VOO, IVV, BSV, IEFA, AAPL |
| Q4 2024 | 1,050 | $11.8B | VOO, IVV, BSV, AAPL, IEFA |
| Q3 2024 | 1,051 | $12.1B | VOO, IVV, BSV, AAPL, IEFA |
| Q2 2024 | 1,021 | $11.6B | VOO, IVV, BSV, AAPL, IEFA |
| Q1 2024 | 1,066 | $12.1B | VOO, IVV, BSV, IEFA, AAPL |