United Capital Financial Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), United Capital Financial Advisors, LLC reported 1,053 stock positions worth $11.7 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 7.3% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.7%) and Vanguard Short-Term Bond ETF (BSV, 3.3%). Compared with Q4 2024, it opened 61 new positions, sold out of 58, added to 502 and reduced 460. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +9%) and the biggest sale iShares MSCI Eafe Growth ETF (EFG, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- IRVING, TX
- CIK
- 0001463217
- Portfolio Value
- $11.7B (Q1 2025)
- SEC Filing
- 0001463217-25-000003 ↗ filed May 13, 2025
Holdings Value
Holdings 1,053 stocks · $11.7B
| VOO Vanguard S&P 500 ETF | 7.25% | 1,645,585 | $845.7M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 4.75% | 984,859 | $553.4M | Add +1.5% |
| BSV Vanguard Short-Term Bond ETF | 3.30% | 4,917,718 | $385.0M | Reduce -4.8% |
| IEFA iShares Core MSCI Eafe ETF | 3.08% | 4,747,245 | $359.1M | Add +8.9% |
| AAPL Apple Inc. | 2.80% | 1,469,502 | $326.4M | Add +1.9% |
| MSFT Microsoft Corp. | 2.09% | 650,338 | $244.1M | Add +4.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.06% | 1,393,568 | $240.7M | Add +2.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.97% | 4,972,439 | $229.1M | Reduce -4.0% |
| BIV Vanguard Intermediate-Term B | 1.91% | 2,905,965 | $222.5M | Add +9.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.69% | 530,323 | $196.7M | Add +1.6% |
| GOVT iShares US Treasury Bond ETF | 1.60% | 8,125,578 | $186.8M | Add +3.3% |
| NVDA Nvidia Corp. | 1.47% | 1,585,149 | $171.8M | Add +3.8% |
| HEFA Isha Curr Hedged MSCI Eafe | 1.40% | 4,503,439 | $163.4M | Add +5.3% |
| IEMG iShares Core MSCI Emerging | 1.29% | 2,794,759 | $150.8M | Add +17.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.07% | 233,386 | $124.3M | Add +1.8% |
| IJR iShares Core S&P Small-Cap E | 1.06% | 1,186,375 | $124.1M | Add +7.0% |
| MBB iShares MBS ETF | 1.06% | 1,318,942 | $123.7M | Reduce -11.4% |
| SHM SS SPDR N Ice St Muni ETF | 0.99% | 2,431,266 | $115.7M | Reduce -1.0% |
| IVW iShares S&P 500 Growth ETF | 0.98% | 1,228,174 | $114.0M | Reduce -3.3% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.96% | 2,589,059 | $112.1M | Reduce -2.3% |
| GOOGL Alphabet Inc. Class A | 0.94% | 708,844 | $109.6M | Add +6.2% |
| QUAL iShares MSCI USA Quality Fac | 0.93% | 634,627 | $108.5M | Add +13.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.93% | 2,054,068 | $107.9M | Add +0.6% |
| AMZN Amazon.com Inc. | 0.91% | 554,886 | $105.6M | Add +1.6% |
| JNK SS SPDR BB High Yield Bond | 0.89% | 1,094,719 | $104.3M | Reduce -7.0% |
| V Visa Inc. Class A | 0.82% | 272,873 | $95.6M | Reduce -6.4% |
| IVE iShares S&P 500 Value ETF | 0.81% | 494,055 | $94.2M | Add +38.2% |
| JPM JPMorgan Chase & Co. | 0.78% | 370,378 | $90.9M | Reduce -1.9% |
| META Meta Platforms Inc. Class A | 0.76% | 154,123 | $88.8M | Add +2.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.75% | 1,793,418 | $87.4M | Reduce -1.3% |
| COST Costco Wholesale Corp. | 0.71% | 86,910 | $82.2M | Reduce -4.9% |
| GOOG Alphabet Inc. Class C | 0.70% | 523,132 | $81.7M | Reduce -0.6% |
| VNQ Vanguard Real Estate ETF | 0.67% | 863,419 | $78.2M | Reduce -3.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.64% | 402,781 | $75.0M | Reduce -4.4% |
| AGG iShares Core U.S. Aggregate | 0.64% | 754,512 | $74.6M | Add +3.8% |
| EFV iShares MSCI Eafe Value ETF | 0.57% | 1,125,092 | $66.3M | Reduce -23.2% |
| MUB iShares National Muni Bond E | 0.56% | 620,381 | $65.4M | Add +3.8% |
| HD Home Depot Inc. | 0.50% | 159,789 | $58.6M | Reduce -15.5% |
| JPST JPMorgan Ultra-Short Income | 0.50% | 1,155,416 | $58.5M | Add +12.7% |
| SCHG Schwab US Large-Cap Growth | 0.47% | 2,196,439 | $55.0M | Reduce -1.6% |
| SBUX Starbucks Corp. | 0.47% | 559,888 | $54.9M | Reduce -10.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.47% | 555,697 | $54.8M | Add +12.9% |
| ACN Accenture PLC Class A | 0.47% | 175,400 | $54.7M | Reduce -9.4% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.47% | 1,348,763 | $54.6M | Reduce -0.6% |
| SCHF Schwab Intl Equity ETF | 0.45% | 2,634,250 | $52.1M | Add +0.1% |
| SCHV Schwab US Large-Cap Value | 0.43% | 1,884,648 | $50.1M | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.43% | 299,617 | $49.7M | Add +2.7% |
| QCOM Qualcomm Inc. | 0.42% | 318,354 | $48.9M | Reduce -5.4% |
| IYW iShares Ustechnology ETF | 0.41% | 344,441 | $48.4M | Reduce -1.5% |
| SPGI S&P Global Inc. | 0.41% | 95,006 | $48.3M | Reduce -7.6% |
| CSCO Cisco Systems Inc. | 0.41% | 771,995 | $47.6M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 83,021 | $46.4M | Reduce -3.5% |
| SCHX Schwab US Large-Cap ETF | 0.39% | 2,050,121 | $45.3M | Reduce -2.9% |
| MA Mastercard Inc. Class A | 0.39% | 82,387 | $45.2M | Add +7.2% |
| ORCL Oracle Corp. | 0.38% | 318,524 | $44.5M | Reduce -5.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.37% | 814,585 | $42.7M | Reduce -1.4% |
| MDT Medtronic PLC | 0.36% | 470,781 | $42.3M | Add +1.4% |
| PEP Pepsico Inc. | 0.36% | 280,035 | $42.0M | Reduce -13.5% |
| LLY Eli Lilly & Co. | 0.36% | 50,328 | $41.6M | Add +12.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.36% | 415,476 | $41.5M | Reduce -48.0% |
| ABBV Abbvie Inc. | 0.36% | 198,136 | $41.5M | Reduce -0.2% |
| CVX Chevron Corp. | 0.36% | 247,886 | $41.5M | Reduce -0.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.34% | 576,288 | $40.0M | Add +60.0% |
| PG The Procter & Gamble Co. | 0.34% | 231,950 | $39.5M | Reduce -17.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.34% | 156,583 | $39.4M | Reduce -1.9% |
| ISRG Intuitive Surgical Inc. | 0.33% | 78,844 | $39.0M | Reduce -1.1% |
| TLH iShares 10-20 Year Treasury | 0.33% | 372,257 | $38.6M | Add +15391.3% |
| UL Unilever PLC | 0.33% | 641,427 | $38.2M | Add +7.0% |
| WMT Walmart Inc. | 0.32% | 430,939 | $37.8M | Reduce -15.2% |
| RTX RTX Corp. | 0.32% | 284,964 | $37.7M | Reduce -19.6% |
| ADBE Adobe Inc. | 0.32% | 96,376 | $37.0M | Reduce -13.8% |
| UNH Unitedhealth Group Inc. | 0.31% | 69,695 | $36.5M | Reduce -5.5% |
| LOW Lowe's Cos Inc. | 0.31% | 155,829 | $36.3M | Add +0.1% |
| AVGO Broadcom Inc. | 0.31% | 216,827 | $36.3M | Reduce -10.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.31% | 54,185 | $35.9M | Add +79.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 128,132 | $35.2M | Reduce -3.6% |
| SGOV iShares 0-3 Month Treasury B | 0.28% | 327,532 | $33.0M | Add +14.9% |
| XOM Exxon Mobil Corp. | 0.28% | 275,129 | $32.7M | Add +6.3% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.28% | 1,287,685 | $32.5M | Reduce -1.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.28% | 587,448 | $32.4M | Reduce -14.1% |
| TMUS T-Mobile US Inc. | 0.27% | 117,260 | $31.3M | Reduce -2.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.26% | 589,001 | $30.8M | Reduce -8.1% |
| OEF iShares S&P 100 ETF | 0.26% | 112,042 | $30.3M | Add +402.9% |
| IWF iShares Russell 1000 Growth | 0.26% | 83,118 | $30.0M | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 0.26% | 511,601 | $29.9M | Reduce -0.0% |
| CRM Salesforce Inc. | 0.26% | 111,166 | $29.8M | Add +1.0% |
| KKR KKR & Co. Inc. | 0.26% | 257,996 | $29.8M | Add +0.8% |
| INTU Intuit Inc. | 0.24% | 46,456 | $28.5M | Add +1.4% |
| ABT Abbott Laboratories | 0.24% | 211,241 | $28.0M | Add +0.3% |
| MTUM iShares MSCI USA Momentum Fa | 0.23% | 135,398 | $27.4M | Reduce -0.8% |
| AMT American Tower Corp. | 0.23% | 125,231 | $27.3M | Add +2.4% |
| AXP American Express Co. | 0.23% | 97,627 | $26.3M | Reduce -1.6% |
| DE Deere & Co. | 0.22% | 55,694 | $26.1M | Reduce -0.2% |
| SDY SS SPDR S&P Dividend ETF | 0.22% | 185,522 | $25.2M | Reduce -21.6% |
| ROP Roper Technologies Inc. | 0.22% | 42,542 | $25.1M | Add +7.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.21% | 112,467 | $24.9M | Reduce -0.5% |
| CPRT Copart Inc. | 0.21% | 439,764 | $24.9M | Reduce -0.8% |
| ARES Ares Management Corp. Class A | 0.21% | 169,055 | $24.8M | Add +7.5% |
| IAU iShares Gold Trust | 0.20% | 403,191 | $23.8M | Add +83.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.20% | 279,936 | $23.2M | Reduce -22.5% |
Options reported separately and not counted above: SPY puts ($17.5M), KRE puts ($3.5M), SPY calls ($2.1M), BRK.B puts ($1.4M), AAPL puts ($1.3M), LLY puts ($909K), MSFT puts ($863K), CRWD puts ($740K), MAR calls ($238K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $49K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CORZW Core Scientific Inc. - 27 | *W EXP 01/23/202 | 16,100 | $49K | No change |
Total filed on the 13F, all lines: $11.7B.
Portfolio Sells Q4 2024 → Q1 2025
| EFG iShares MSCI Eafe Growth ETF | Reduce -48.0% | 0.36% | −0.30 |
| VOO Vanguard S&P 500 ETF | Reduce -0.7% | 7.25% | −0.29 |
| TLT iShares 20+ Year Treasury BD | Reduce -92.2% | 0.02% | −0.21 |
| AVGO Broadcom Inc. | Reduce -10.9% | 0.31% | −0.17 |
| GOOG Alphabet Inc. Class C | Reduce -0.6% | 0.70% | −0.15 |
| HD Home Depot Inc. | Reduce -15.5% | 0.50% | −0.12 |
| IVW iShares S&P 500 Growth ETF | Reduce -3.3% | 0.98% | −0.11 |
| ACN Accenture PLC Class A | Reduce -9.4% | 0.47% | −0.11 |
| ADBE Adobe Inc. | Reduce -13.8% | 0.32% | −0.10 |
| MBB iShares MBS ETF | Reduce -11.4% | 1.06% | −0.09 |
| ORCL Oracle Corp. | Reduce -5.4% | 0.38% | −0.09 |
| GVI iShares Intermediate Governm | Reduce -56.8% | 0.07% | −0.08 |
| EFV iShares MSCI Eafe Value ETF | Reduce -23.2% | 0.57% | −0.08 |
| IFRA iShares US Infrastructure | Reduce -93.0% | 0.01% | −0.08 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -52.4% | 0.07% | −0.08 |
| BSV Vanguard Short-Term Bond ETF | Reduce -4.8% | 3.30% | −0.07 |
| WMT Walmart Inc. | Reduce -15.2% | 0.32% | −0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -4.4% | 0.64% | −0.06 |
| JKHY Jack Henry & Associates Inc. | Reduce -85.8% | 0.01% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -17.2% | 0.34% | −0.06 |
| IYW iShares Ustechnology ETF | Reduce -1.5% | 0.41% | −0.06 |
| PEP Pepsico Inc. | Reduce -13.5% | 0.36% | −0.06 |
| JNK SS SPDR BB High Yield Bond | Reduce -7.0% | 0.89% | −0.06 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.6% | 0.47% | −0.05 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -22.5% | 0.20% | −0.05 |
| SDY SS SPDR S&P Dividend ETF | Reduce -21.6% | 0.22% | −0.05 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -14.1% | 0.28% | −0.04 |
| ADI Analog Devices Inc. | Reduce -36.5% | 0.06% | −0.04 |
| TRI Thomson Reuters Corp. | Reduce -34.2% | 0.10% | −0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -1.9% | 0.34% | −0.04 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -1.3% | 0.75% | −0.04 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -23.3% | 0.12% | −0.04 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -12.8% | 0.10% | −0.04 |
| FSV Firstservice Corp. | Reduce -25.4% | 0.08% | −0.03 |
| ACWI iShares MSCI Acwi ETF | Reduce -22.1% | 0.11% | −0.03 |
| NOW ServiceNow Inc. | Reduce -1.3% | 0.09% | −0.03 |
| CASY Casey's General Stores Inc. | Reduce -93.2% | 0.00% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -10.1% | 0.19% | −0.03 |
| GD General Dynamics Corp. | Reduce -17.7% | 0.19% | −0.03 |
| POOL Pool Corp. | Reduce -23.3% | 0.08% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.5% | 0.40% | −0.03 |
| DEO Diageo PLC-Sponsored ADR | Reduce -8.0% | 0.09% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -0.9% | 0.26% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -12.8% | 0.10% | −0.03 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.9% | 0.39% | −0.03 |
| ETN Eaton Corp. PLC | Reduce -8.3% | 0.08% | −0.03 |
| SYK Stryker Corp. | Reduce -18.4% | 0.14% | −0.02 |
| AMD Advanced Micro Devices | Reduce -17.9% | 0.06% | −0.02 |
| IEUR iShares Core MSCI Europe ETF | Reduce -28.1% | 0.10% | −0.02 |
| PBR Petroleo Brasileiro-Spon ADR | Reduce -88.4% | 0.00% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| IEFA iShares Core MSCI Eafe ETF | Add +8.9% | 3.08% | +0.49 |
| TLH iShares 10-20 Year Treasury | Add +15391.3% | 0.33% | +0.33 |
| IEMG iShares Core MSCI Emerging | Add +17.1% | 1.29% | +0.24 |
| IVE iShares S&P 500 Value ETF | Add +38.2% | 0.81% | +0.23 |
| BIV Vanguard Intermediate-Term B | Add +9.0% | 1.91% | +0.22 |
| OEF iShares S&P 100 ETF | Add +402.9% | 0.26% | +0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.8% | 1.07% | +0.19 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +5.3% | 1.40% | +0.14 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +531.7% | 0.17% | +0.14 |
| ASML ASML Holding NV-NY Reg SHS | Add +79.7% | 0.31% | +0.13 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.5% | 2.06% | +0.12 |
| IAU iShares Gold Trust | Add +83.2% | 0.20% | +0.11 |
| QUAL iShares MSCI USA Quality Fac | Add +13.8% | 0.93% | +0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +60.0% | 0.34% | +0.08 |
| HEI Heico Corp. | Add +3367.4% | 0.08% | +0.08 |
| UBER Uber Technologies Inc. | Add +203.4% | 0.11% | +0.08 |
| GOVT iShares US Treasury Bond ETF | Add +3.3% | 1.60% | +0.07 |
| JNJ Johnson & Johnson | Add +2.7% | 0.43% | +0.07 |
| USHY iShares Broad Usd High Yield | Add +244.8% | 0.09% | +0.07 |
| JPST JPMorgan Ultra-Short Income | Add +12.7% | 0.50% | +0.07 |
| LLY Eli Lilly & Co. | Add +12.5% | 0.36% | +0.06 |
| CL Colgate-Palmolive Co. | Add +64.2% | 0.14% | +0.06 |
| HELO JPMorgan Hedged Equity ETF | Add +827.8% | 0.06% | +0.05 |
| MDT Medtronic PLC | Add +1.4% | 0.36% | +0.05 |
| CRAI Cra International Inc. | Add +68.3% | 0.13% | +0.05 |
| XOM Exxon Mobil Corp. | Add +6.3% | 0.28% | +0.05 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +325.6% | 0.06% | +0.05 |
| MA Mastercard Inc. Class A | Add +7.2% | 0.39% | +0.05 |
| AGG iShares Core U.S. Aggregate | Add +3.8% | 0.64% | +0.04 |
| FLOT iShares Floating Rate Bond E | Add +62.5% | 0.11% | +0.04 |
| AMT American Tower Corp. | Add +2.4% | 0.23% | +0.04 |
| AMGN Amgen Inc. | Add +10.8% | 0.17% | +0.04 |
| HON Honeywell International Inc. | Add +105.0% | 0.09% | +0.04 |
| IBTG iShares Ibonds Dec 2026 Term | Add +159.6% | 0.07% | +0.04 |
| IBTF iShares Ibonds Dec 2025 Term | Add +129.8% | 0.08% | +0.04 |
| IBTI iShares Ibonds Dec 2028 Term | Add +333.0% | 0.05% | +0.04 |
| IBTH iShares Ibonds Dec 2027 Term | Add +272.1% | 0.06% | +0.04 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +341.7% | 0.05% | +0.04 |
| EMB iShares JP Morgan Usd Emergi | Add +37.5% | 0.14% | +0.04 |
| SGOV iShares 0-3 Month Treasury B | Add +14.9% | 0.28% | +0.04 |
| ROP Roper Technologies Inc. | Add +7.2% | 0.22% | +0.04 |
| UL Unilever PLC | Add +7.0% | 0.33% | +0.04 |
| ABT Abbott Laboratories | Add +0.3% | 0.24% | +0.04 |
| WSO Watsco Inc. | Add +102.8% | 0.07% | +0.04 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +0.6% | 0.93% | +0.04 |
| SCHF Schwab Intl Equity ETF | Add +0.1% | 0.45% | +0.04 |
| IEF iShares 7-10 Year Treasury B | Add +898.0% | 0.03% | +0.03 |
| MORN Morningstar Inc. | Add +96.6% | 0.07% | +0.03 |
| SCMB Schwab Municipal Bond ETF | Add +200.3% | 0.04% | +0.03 |
| IGEB iShares Investment Grade SYS | Add +21.1% | 0.12% | +0.02 |
Options Activity Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | Add +116.7% | 31,200 | $17.5M |
| KRE SS SPDR S&P Regional Bank | put | Reduce -1.9% | 60,700 | $3.5M |
| SPY SS SPDR S&P 500 ETF Trust-US | call | Add +37.0% | 3,700 | $2.1M |
| BRK.B Berkshire Hathaway Inc. Class B | put | Reduce -3.7% | 2,600 | $1.4M |
| LLY Eli Lilly & Co. | put | Add +120.0% | 1,100 | $909K |
| CRWD CrowdStrike Holdings Inc. Class A | put | Reduce -8.7% | 2,100 | $740K |
| MAR Marriott International Class A | call | New | 1,000 | $238K |
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 | 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 |