United Capital Financial Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), United Capital Financial Advisors, LLC reported 1,051 stock positions worth $12.1 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 7.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.8%) and Vanguard Short-Term Bond ETF (BSV, 3.3%). Compared with Q2 2024, it opened 64 new positions, sold out of 35, added to 395 and reduced 558. The biggest buy was iShares MSCI Eafe Value ETF (EFV, shares +148%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- IRVING, TX
- CIK
- 0001463217
- Portfolio Value
- $12.1B (Q3 2024)
- SEC Filing
- 0001372312-24-000005 ↗ filed Nov 12, 2024
Holdings Value
Holdings 1,051 stocks · $12.1B
| VOO Vanguard S&P 500 ETF | 7.45% | 1,714,674 | $904.8M | Reduce -3.8% |
| IVV iShares Core S&P 500 ETF | 4.79% | 1,009,209 | $582.1M | Reduce -8.1% |
| BSV Vanguard Short-Term Bond ETF | 3.34% | 5,159,342 | $406.0M | Reduce -1.3% |
| AAPL Apple Inc. | 2.83% | 1,473,420 | $343.3M | Reduce -2.9% |
| IEFA iShares Core MSCI Eafe ETF | 2.78% | 4,319,447 | $337.1M | Reduce -0.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.27% | 5,847,580 | $275.5M | Add +11.2% |
| MSFT Microsoft Corp. | 2.11% | 594,910 | $256.0M | Reduce -2.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.95% | 1,359,036 | $237.2M | Add +2.2% |
| BIV Vanguard Intermediate-Term B | 1.68% | 2,602,727 | $204.0M | Reduce -1.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.68% | 530,975 | $203.9M | Reduce -0.2% |
| GOVT iShares US Treasury Bond ETF | 1.56% | 8,098,513 | $189.9M | Add +4.1% |
| NVDA Nvidia Corp. | 1.54% | 1,539,965 | $187.0M | Add +5.5% |
| HEFA Isha Curr Hedged MSCI Eafe | 1.26% | 4,328,120 | $153.3M | Reduce -9.3% |
| MBB iShares MBS ETF | 1.18% | 1,495,429 | $143.3M | Reduce -0.8% |
| IEMG iShares Core MSCI Emerging | 1.13% | 2,391,455 | $137.3M | Reduce -9.9% |
| IJR iShares Core S&P Small-Cap E | 1.08% | 1,120,532 | $131.1M | Add +0.9% |
| IVW iShares S&P 500 Growth ETF | 1.06% | 1,344,766 | $128.8M | Reduce -9.1% |
| SHM SS SPDR N Ice St Muni ETF | 1.00% | 2,525,467 | $121.6M | Add +0.2% |
| JNK SS SPDR BB High Yield Bond | 0.95% | 1,184,111 | $115.8M | Add +0.7% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.92% | 2,668,517 | $112.1M | Add +1.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.91% | 2,056,610 | $110.5M | Add +3.9% |
| GOOGL Alphabet Inc. Class A | 0.90% | 656,715 | $108.9M | Add +10.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.86% | 226,574 | $104.3M | Reduce -1.2% |
| QUAL iShares MSCI USA Quality Fac | 0.84% | 570,325 | $102.3M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 0.83% | 539,613 | $100.5M | Add +2.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.79% | 1,938,467 | $95.9M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 0.74% | 539,520 | $90.2M | Reduce -0.0% |
| V Visa Inc. Class A | 0.74% | 326,070 | $89.7M | Reduce -1.8% |
| VNQ Vanguard Real Estate ETF | 0.73% | 908,180 | $88.5M | Add +0.3% |
| COST Costco Wholesale Corp. | 0.72% | 98,644 | $87.4M | Reduce -6.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.71% | 431,820 | $86.7M | Add +0.6% |
| META Meta Platforms Inc. Class A | 0.71% | 151,124 | $86.5M | Reduce -0.3% |
| HD Home Depot Inc. | 0.71% | 213,146 | $86.4M | Reduce -2.5% |
| EFV iShares MSCI Eafe Value ETF | 0.67% | 1,410,975 | $81.2M | Add +148.0% |
| JPM JPMorgan Chase & Co. | 0.66% | 382,120 | $80.6M | Reduce -1.4% |
| AGG iShares Core U.S. Aggregate | 0.63% | 761,202 | $77.1M | Add +4.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.63% | 705,749 | $76.0M | Reduce -9.3% |
| ACN Accenture PLC Class A | 0.58% | 200,872 | $71.0M | Reduce -0.9% |
| IVE iShares S&P 500 Value ETF | 0.58% | 359,714 | $70.9M | Reduce -0.8% |
| MUB iShares National Muni Bond E | 0.56% | 624,351 | $67.8M | Add +1.1% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.53% | 1,384,033 | $64.9M | Add +1.5% |
| PEP Pepsico Inc. | 0.52% | 370,739 | $63.0M | Reduce -2.2% |
| SBUX Starbucks Corp. | 0.52% | 642,094 | $62.6M | Reduce -0.7% |
| ADBE Adobe Inc. | 0.51% | 118,468 | $61.3M | Reduce -1.1% |
| QCOM Qualcomm Inc. | 0.49% | 349,538 | $59.4M | Reduce -1.0% |
| SCHG Schwab US Large-Cap Growth | 0.49% | 569,992 | $59.4M | Reduce -4.5% |
| ORCL Oracle Corp. | 0.48% | 342,820 | $58.4M | Reduce -3.8% |
| SPGI S&P Global Inc. | 0.48% | 111,827 | $57.8M | Reduce -2.1% |
| IYW iShares Ustechnology ETF | 0.47% | 375,380 | $56.9M | Reduce -8.8% |
| SCHF Schwab Intl Equity ETF | 0.46% | 1,348,604 | $55.5M | Reduce -2.0% |
| PG The Procter & Gamble Co. | 0.45% | 315,519 | $54.6M | Reduce -1.8% |
| WMT Walmart Inc. | 0.45% | 670,640 | $54.2M | Reduce -2.5% |
| JPST JPMorgan Ultra-Short Income | 0.43% | 1,040,015 | $52.8M | Add +0.8% |
| SCHV Schwab US Large-Cap Value | 0.43% | 642,500 | $51.6M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 89,826 | $51.5M | Reduce -1.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.41% | 420,877 | $50.1M | Reduce -5.2% |
| SCHX Schwab US Large-Cap ETF | 0.41% | 727,371 | $49.4M | Reduce -4.2% |
| AVGO Broadcom Inc. | 0.37% | 262,889 | $45.3M | Reduce -2.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.37% | 839,821 | $45.0M | Add +43.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.36% | 162,271 | $43.4M | Add +2.5% |
| JNJ Johnson & Johnson | 0.35% | 265,167 | $43.0M | Reduce -0.9% |
| UNH Unitedhealth Group Inc. | 0.35% | 73,299 | $42.9M | Add +2.3% |
| LOW Lowe's Cos Inc. | 0.35% | 155,378 | $42.1M | Add +0.3% |
| CSCO Cisco Systems Inc. | 0.34% | 785,770 | $41.8M | Add +0.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.34% | 671,258 | $41.0M | Add +39.3% |
| ISRG Intuitive Surgical Inc. | 0.33% | 82,427 | $40.5M | Reduce -0.5% |
| ABBV Abbvie Inc. | 0.33% | 203,781 | $40.2M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.33% | 44,608 | $39.5M | Add +10.1% |
| RTX RTX Corp. | 0.32% | 321,921 | $39.0M | Add +1.6% |
| MA Mastercard Inc. Class A | 0.32% | 78,045 | $38.5M | Reduce -2.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.32% | 135,702 | $38.4M | Reduce -1.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 380,520 | $36.6M | Reduce -4.5% |
| CVX Chevron Corp. | 0.30% | 246,902 | $36.4M | Reduce -5.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.30% | 688,774 | $36.3M | Add +6.8% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.29% | 1,330,695 | $35.0M | Reduce -0.3% |
| MDT Medtronic PLC | 0.29% | 387,426 | $34.9M | Reduce -2.0% |
| KKR KKR & Co. Inc. | 0.28% | 264,772 | $34.6M | Reduce -2.9% |
| SDY SS SPDR S&P Dividend ETF | 0.28% | 235,535 | $33.5M | Reduce -1.4% |
| IWF iShares Russell 1000 Growth | 0.26% | 85,450 | $32.1M | Reduce -2.0% |
| XOM Exxon Mobil Corp. | 0.26% | 273,285 | $32.0M | Add +1.1% |
| IJH iShares Core S&P Midcap ETF | 0.26% | 513,784 | $32.0M | Add +0.1% |
| GD General Dynamics Corp. | 0.26% | 104,136 | $31.5M | Reduce -4.0% |
| UL Unilever PLC | 0.25% | 467,652 | $30.4M | Reduce -4.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.25% | 363,948 | $30.3M | Add +57.0% |
| INTU Intuit Inc. | 0.24% | 47,904 | $29.7M | Reduce -2.8% |
| CRM Salesforce Inc. | 0.24% | 106,750 | $29.2M | Add +0.8% |
| DHR Danaher Corp. | 0.24% | 104,668 | $29.1M | Reduce -0.8% |
| AMT American Tower Corp. | 0.24% | 125,031 | $29.1M | Reduce -0.7% |
| TLT iShares 20+ Year Treasury BD | 0.23% | 282,580 | $27.7M | Reduce -19.4% |
| SGOV iShares 0-3 Month Treasury B | 0.23% | 273,947 | $27.6M | Add +2.2% |
| AXP American Express Co. | 0.22% | 100,305 | $27.2M | Reduce -1.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.22% | 113,333 | $26.9M | Reduce -1.0% |
| ITOT iShares Core S&P Total U.S. | 0.22% | 210,318 | $26.4M | Reduce -0.3% |
| ARES Ares Management Corp. Class A | 0.22% | 167,751 | $26.1M | Reduce -9.3% |
| SYK Stryker Corp. | 0.21% | 70,307 | $25.4M | Reduce -4.1% |
| TMUS T-Mobile US Inc. | 0.20% | 119,915 | $24.7M | Reduce -0.7% |
| CHRW C.H. Robinson Worldwide Inc. | 0.20% | 224,119 | $24.7M | Reduce -4.4% |
| ABT Abbott Laboratories | 0.20% | 213,606 | $24.4M | Add +0.0% |
| CPRT Copart Inc. | 0.20% | 457,257 | $24.0M | Add +0.3% |
| DEO Diageo PLC-Sponsored ADR | 0.20% | 169,354 | $23.8M | Add +0.1% |
Options reported separately and not counted above: SPY puts ($15K), AAPL puts ($5K), SPY calls ($3K), CRWD puts ($3K), BRK.B puts ($3K), MSFT puts ($2K), LLY puts ($500), ELV puts ($400).
Other holdings (1): bonds, preferreds, convertibles and warrants · $108K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CORZW Core Scientific Inc. - 27 | *W EXP 01/23/202 | 16,100 | $108K | No change |
Total filed on the 13F, all lines: $12.1B.
Portfolio Sells Q2 2024 → Q3 2024
| IVV iShares Core S&P 500 ETF | Reduce -8.1% | 4.79% | −0.38 |
| MSFT Microsoft Corp. | Reduce -2.3% | 2.11% | −0.23 |
| VOO Vanguard S&P 500 ETF | Reduce -3.8% | 7.45% | −0.21 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -9.3% | 1.26% | −0.20 |
| CVS CVS Health Corp. | Reduce -86.8% | 0.02% | −0.16 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -5.2% | 0.41% | −0.13 |
| IVW iShares S&P 500 Growth ETF | Reduce -9.1% | 1.06% | −0.12 |
| QCOM Qualcomm Inc. | Reduce -1.0% | 0.49% | −0.12 |
| DG Dollar General Corp. | Reduce -97.3% | 0.00% | −0.11 |
| GOOG Alphabet Inc. Class C | Reduce -0.0% | 0.74% | −0.11 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.3% | 3.34% | −0.11 |
| IEMG iShares Core MSCI Emerging | Reduce -9.9% | 1.13% | −0.09 |
| NKE Nike Inc. Class B | Reduce -37.3% | 0.18% | −0.07 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -33.6% | 0.13% | −0.07 |
| TIP iShares Tips Bond ETF | Reduce -88.8% | 0.01% | −0.07 |
| ADBE Adobe Inc. | Reduce -1.1% | 0.51% | −0.07 |
| IYW iShares Ustechnology ETF | Reduce -8.8% | 0.47% | −0.06 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -9.3% | 0.63% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -6.5% | 0.72% | −0.05 |
| CVX Chevron Corp. | Reduce -5.1% | 0.30% | −0.05 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -0.6% | 0.17% | −0.05 |
| TLT iShares 20+ Year Treasury BD | Reduce -19.4% | 0.23% | −0.05 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -68.0% | 0.02% | −0.04 |
| DIS The Walt Disney Co. | Reduce -4.5% | 0.30% | −0.04 |
| BIIB Biogen Inc. | Reduce -2.0% | 0.14% | −0.04 |
| INTU Intuit Inc. | Reduce -2.8% | 0.24% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.2% | 1.68% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -5.3% | 0.15% | −0.03 |
| IGEB iShares Investment Grade SYS | Reduce -14.1% | 0.18% | −0.03 |
| SCHG Schwab US Large-Cap Growth | Reduce -4.5% | 0.49% | −0.03 |
| BIV Vanguard Intermediate-Term B | Reduce -1.8% | 1.68% | −0.03 |
| APH Amphenol Corp. Class A | Reduce -7.1% | 0.16% | −0.03 |
| EMB iShares JP Morgan Usd Emergi | Reduce -19.5% | 0.10% | −0.02 |
| STLA Stellantis NV | Reduce -91.6% | 0.00% | −0.02 |
| TRI Thomson Reuters Corp. | Reduce -6.7% | 0.19% | −0.02 |
| ROP Roper Technologies Inc. | Reduce -5.3% | 0.17% | −0.02 |
| LRCX Lam Research Corp. | Reduce -1.9% | 0.05% | −0.02 |
| PEP Pepsico Inc. | Reduce -2.2% | 0.52% | −0.02 |
| AMD Advanced Micro Devices | Reduce -11.3% | 0.11% | −0.02 |
| RSG Republic Services Inc. | Reduce -7.9% | 0.17% | −0.02 |
| INTC Intel Corp. | Reduce -14.1% | 0.03% | −0.02 |
| J Jacobs Solutions Inc. | Reduce -0.1% | 0.14% | −0.02 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -22.4% | 0.05% | −0.01 |
| BA The Boeing Co. | Reduce -10.7% | 0.04% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -27.1% | 0.04% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -4.2% | 0.41% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -2.9% | 0.10% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -3.4% | 0.05% | −0.01 |
| GD General Dynamics Corp. | Reduce -4.0% | 0.26% | −0.01 |
| MBB iShares MBS ETF | Reduce -0.8% | 1.18% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| EFV iShares MSCI Eafe Value ETF | Add +148.0% | 0.67% | +0.41 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +11.2% | 2.27% | +0.22 |
| ODFL Old Dominion Freight Line | Add +1732.1% | 0.13% | +0.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.2% | 1.95% | +0.12 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +43.9% | 0.37% | +0.11 |
| KNSL Kinsale Capital Group Inc. | New | 0.10% | +0.10 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +39.3% | 0.34% | +0.09 |
| SHY iShares 1-3 Year Treasury Bo | Add +57.0% | 0.25% | +0.09 |
| VNQ Vanguard Real Estate ETF | Add +0.3% | 0.73% | +0.08 |
| IJR iShares Core S&P Small-Cap E | Add +0.9% | 1.08% | +0.06 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +1.5% | 0.53% | +0.06 |
| GOVT iShares US Treasury Bond ETF | Add +4.1% | 1.56% | +0.05 |
| LOW Lowe's Cos Inc. | Add +0.3% | 0.35% | +0.05 |
| RTX RTX Corp. | Add +1.6% | 0.32% | +0.05 |
| TSLA Tesla Inc. | Add +6.4% | 0.18% | +0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.6% | 0.71% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +2.3% | 0.35% | +0.04 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +3.9% | 0.91% | +0.04 |
| AGG iShares Core U.S. Aggregate | Add +4.3% | 0.63% | +0.03 |
| CSCO Cisco Systems Inc. | Add +0.5% | 0.34% | +0.03 |
| WMS Advanced Drainage Systems Inc. | Add +423.0% | 0.03% | +0.02 |
| FFIV F5 Inc. | Add +2.1% | 0.10% | +0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +2.5% | 0.36% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +6.1% | 0.07% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +53.2% | 0.04% | +0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +6.8% | 0.30% | +0.01 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +190.9% | 0.02% | +0.01 |
| MSCI MSCI Inc. | Add +1.7% | 0.09% | +0.01 |
| BALL Ball Corp. | Add +2.9% | 0.13% | +0.01 |
| NEE Nextera Energy Inc. | Add +2.5% | 0.09% | +0.01 |
| DEO Diageo PLC-Sponsored ADR | Add +0.1% | 0.20% | +0.01 |
| IJS iShares S&P Small-Cap 600 Va | Add +1.0% | 0.19% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +1.1% | 0.15% | +0.01 |
| MCD McDonald's Corp. | Add +2.2% | 0.07% | +0.01 |
| LLY Eli Lilly & Co. | Add +10.1% | 0.33% | +0.01 |
| ABT Abbott Laboratories | Add +0.0% | 0.20% | +0.01 |
| AES AES Corp. | Add +120.1% | 0.02% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +12.5% | 0.06% | +0.01 |
| NOW ServiceNow Inc. | Add +0.3% | 0.11% | +0.01 |
| KO The Coca-Cola Co. | Add +2.8% | 0.09% | +0.01 |
| IEI iShares 3-7 Year Treasury Bo | Add +21.3% | 0.05% | +0.01 |
| PGR Progressive Corp. | Add +10.6% | 0.04% | +0.01 |
| TTD Trade Desk Inc./the Class A | Add +29.6% | 0.03% | +0.01 |
| PM Philip Morris International | Add +3.1% | 0.05% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +2.5% | 0.18% | +0.01 |
| MDLZ Mondelez International Inc. Class A | Add +1.3% | 0.09% | +0.01 |
| TMP Tompkins Financial Corp. | Add +131.3% | 0.01% | +0.01 |
| BF.B Brown-Forman Corp. Class B | Add +105.0% | 0.01% | +0.01 |
| CMF iShares California Muni Bond | Add +21.8% | 0.04% | +0.01 |
| MMM 3M Co. | Add +5.6% | 0.03% | +0.01 |
Options Activity Q2 2024 → Q3 2024
| SPY SS SPDR S&P 500 ETF Trust-US | put | Add +57661.1% | 8,606,400 | $15K |
| AAPL Apple Inc. | put | Add +23200.0% | 1,048,500 | $5K |
| SPY SS SPDR S&P 500 ETF Trust-US | call | Add +55425.2% | 1,721,280 | $3K |
| CRWD CrowdStrike Holdings Inc. Class A | put | Add +27947.0% | 785,316 | $3K |
| BRK.B Berkshire Hathaway Inc. Class B | put | Add +45926.0% | 1,242,702 | $3K |
| MSFT Microsoft Corp. | put | Add +42930.0% | 989,690 | $2K |
| LLY Eli Lilly & Co. | put | New | 442,970 | $500 |
| ELV Elevance Health Inc. | put | Add +51900.0% | 208,000 | $400 |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q2 2024 → Q3 2024
| CORZZ Core Scientific Inc. - 29 | *W EXP 01/23/202 | Sold out | 13,416 | $117Kbefore 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 |