United Capital Financial Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), United Capital Financial Advisors, LLC reported 1,192 stock positions worth $13.9 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 6.8% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.1%) and iShares Core MSCI Eafe ETF (IEFA, 3.1%). Compared with Q2 2025, it opened 141 new positions, sold out of 29, added to 568 and reduced 449. The biggest buy was a new position in Repligen (RGEN) and the biggest sale Vanguard Short-Term Bond ETF (BSV, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- IRVING, TX
- CIK
- 0001463217
- Portfolio Value
- $13.9B (Q3 2025)
- SEC Filing
- 0001463217-25-000012 ↗ filed Nov 14, 2025
Holdings Value
Holdings 1,192 stocks · $13.9B
| VOO Vanguard S&P 500 ETF | 6.83% | 1,550,102 | $949.3M | Reduce -1.6% |
| IVV iShares Core S&P 500 ETF | 4.11% | 854,136 | $571.7M | Reduce -0.2% |
| IEFA iShares Core MSCI Eafe ETF | 3.10% | 4,940,967 | $431.4M | Add +1.4% |
| AAPL Apple Inc. | 2.84% | 1,549,938 | $394.7M | Add +5.5% |
| RGEN Repligen Corp. | 2.65% | 2,755,943 | $368.4M | New |
| MSFT Microsoft Corp. | 2.59% | 695,753 | $360.4M | Add +5.5% |
| NVDA Nvidia Corp. | 2.44% | 1,817,380 | $339.1M | Add +14.6% |
| BSV Vanguard Short-Term Bond ETF | 2.22% | 3,904,585 | $308.1M | Reduce -11.1% |
| BIV Vanguard Intermediate-Term B | 1.90% | 3,389,339 | $264.7M | Add +10.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.90% | 1,418,692 | $264.6M | Add +2.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.84% | 533,498 | $255.9M | Add +0.4% |
| IEMG iShares Core MSCI Emerging | 1.66% | 3,504,248 | $231.0M | Add +4.0% |
| GOOGL Alphabet Inc. Class A | 1.36% | 777,107 | $188.9M | Add +11.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.31% | 3,912,545 | $182.8M | Reduce -10.3% |
| GOVT iShares US Treasury Bond ETF | 1.31% | 7,889,842 | $182.4M | Add +0.7% |
| HEFA Isha Curr Hedged MSCI Eafe | 1.09% | 3,829,421 | $151.7M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 0.96% | 609,279 | $133.8M | Add +9.9% |
| IJR iShares Core S&P Small-Cap E | 0.93% | 1,087,820 | $129.3M | Reduce -2.9% |
| IVW iShares S&P 500 Growth ETF | 0.93% | 1,065,257 | $128.6M | Reduce -3.0% |
| GOOG Alphabet Inc. Class C | 0.92% | 527,271 | $128.4M | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.90% | 247,569 | $124.5M | Add +12.1% |
| MBB iShares MBS ETF | 0.89% | 1,299,050 | $123.6M | Add +1.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.88% | 2,059,852 | $121.9M | Add +18.0% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.81% | 2,436,818 | $113.1M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 0.81% | 356,996 | $112.6M | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 0.81% | 153,259 | $112.5M | Add +0.3% |
| IVE iShares S&P 500 Value ETF | 0.80% | 536,893 | $110.9M | Add +3.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.76% | 1,951,956 | $105.6M | Reduce -0.8% |
| QUAL iShares MSCI USA Quality Fac | 0.73% | 519,338 | $101.0M | Reduce -17.2% |
| SHM SS SPDR N Ice St Muni ETF | 0.69% | 1,994,926 | $96.2M | Reduce -3.4% |
| OEF iShares S&P 100 ETF | 0.68% | 283,637 | $94.4M | Add +78.8% |
| EFV iShares MSCI Eafe Value ETF | 0.66% | 1,356,749 | $92.0M | Reduce -16.6% |
| V Visa Inc. Class A | 0.64% | 262,467 | $89.6M | Reduce -2.0% |
| ORCL Oracle Corp. | 0.64% | 314,241 | $88.4M | Add +8.3% |
| JNK SS SPDR BB High Yield Bond | 0.57% | 803,328 | $78.7M | Reduce -14.4% |
| COST Costco Wholesale Corp. | 0.56% | 84,313 | $78.0M | Reduce -1.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.53% | 349,701 | $73.0M | Reduce -6.2% |
| AGG iShares Core U.S. Aggregate | 0.52% | 721,354 | $72.3M | Add +1.5% |
| VNQ Vanguard Real Estate ETF | 0.49% | 748,428 | $68.4M | Reduce -5.2% |
| JNJ Johnson & Johnson | 0.46% | 343,331 | $63.7M | Add +14.0% |
| AVGO Broadcom Inc. | 0.46% | 191,716 | $63.2M | Reduce -10.7% |
| SCHG Schwab US Large-Cap Growth | 0.45% | 1,960,348 | $62.6M | Reduce -3.1% |
| TLH iShares 10-20 Year Treasury | 0.45% | 606,428 | $62.5M | Add +18.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.44% | 1,060,708 | $60.7M | Add +29.9% |
| MUB iShares National Muni Bond E | 0.44% | 567,950 | $60.5M | Add +1.6% |
| QCOM Qualcomm Inc. | 0.42% | 354,850 | $59.0M | Add +11.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.42% | 512,003 | $58.6M | Reduce -4.3% |
| HD Home Depot Inc. | 0.42% | 144,371 | $58.5M | Reduce -7.5% |
| JPST JPMorgan Ultra-Short Income | 0.42% | 1,150,895 | $58.4M | Add +1.4% |
| ABBV Abbvie Inc. | 0.41% | 243,350 | $56.3M | Add +24.2% |
| SCHF Schwab Intl Equity ETF | 0.40% | 2,414,781 | $56.2M | Reduce -1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 83,109 | $55.4M | Add +3.7% |
| PYLD PIMCO Multisector Bond Actv | 0.39% | 2,041,568 | $54.8M | New |
| CSCO Cisco Systems Inc. | 0.38% | 771,359 | $52.8M | Add +2.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.37% | 53,726 | $52.0M | Add +0.2% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.37% | 1,085,796 | $51.8M | Reduce -8.3% |
| SBUX Starbucks Corp. | 0.37% | 607,893 | $51.4M | Add +9.1% |
| SCHX Schwab US Large-Cap ETF | 0.37% | 1,937,722 | $51.0M | Reduce -3.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.36% | 937,094 | $49.9M | Add +13.0% |
| SCHV Schwab US Large-Cap Value | 0.35% | 1,690,182 | $49.2M | Reduce -2.5% |
| BAI Ishrs AI in and Tech Act ETF | 0.35% | 1,437,706 | $49.1M | Add +157.4% |
| TSLA Tesla Inc. | 0.35% | 108,147 | $48.1M | Add +19.6% |
| MDT Medtronic PLC | 0.34% | 498,940 | $47.5M | Add +1.6% |
| THRO iShares U.S. Thematic Rotati | 0.33% | 1,220,914 | $46.2M | Add +2.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.33% | 152,017 | $45.2M | Reduce -1.1% |
| SPGI S&P Global Inc. | 0.32% | 90,875 | $44.2M | Reduce -2.4% |
| LLY Eli Lilly & Co. | 0.31% | 57,064 | $43.5M | Add +7.4% |
| PG The Procter & Gamble Co. | 0.31% | 282,031 | $43.3M | Add +16.3% |
| IAGG iShares Intl Aggregate Bond | 0.31% | 842,290 | $43.2M | Add +2.2% |
| MA Mastercard Inc. Class A | 0.30% | 74,245 | $42.2M | Reduce -7.3% |
| AXP American Express Co. | 0.29% | 123,428 | $41.0M | Add +26.8% |
| WMT Walmart Inc. | 0.29% | 389,685 | $40.2M | Reduce -1.9% |
| ACN Accenture PLC Class A | 0.28% | 159,614 | $39.4M | Reduce -4.2% |
| PEP Pepsico Inc. | 0.28% | 278,735 | $39.1M | Add +2.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.28% | 119,011 | $39.1M | Reduce -0.5% |
| LOW Lowe's Cos Inc. | 0.28% | 154,206 | $38.8M | Add +0.7% |
| RTX RTX Corp. | 0.27% | 227,150 | $38.0M | Reduce -11.2% |
| UL Unilever PLC | 0.27% | 627,379 | $37.2M | Add +0.3% |
| CVX Chevron Corp. | 0.27% | 238,012 | $37.0M | Reduce -0.4% |
| IWF iShares Russell 1000 Growth | 0.26% | 77,784 | $36.4M | Reduce -5.4% |
| ISRG Intuitive Surgical Inc. | 0.26% | 79,636 | $35.6M | Reduce -2.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.25% | 637,807 | $35.4M | Add +15.4% |
| MTUM iShares MSCI USA Momentum Fa | 0.24% | 129,638 | $33.2M | Add +0.2% |
| IJH iShares Core S&P Midcap ETF | 0.24% | 507,985 | $33.2M | Add +2.9% |
| KKR KKR & Co. Inc. | 0.23% | 248,471 | $32.3M | Reduce -3.7% |
| IAU iShares Gold Trust | 0.23% | 436,676 | $31.8M | Add +54.3% |
| XOM Exxon Mobil Corp. | 0.22% | 276,913 | $31.2M | Add +0.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 110,827 | $31.0M | Add +18.4% |
| IBTG iShares Ibonds Dec 2026 Term | 0.22% | 1,331,030 | $30.5M | Add +97.3% |
| SGOV iShares 0-3 Month Treasury B | 0.22% | 302,619 | $30.5M | Reduce -4.9% |
| CRM Salesforce Inc. | 0.22% | 126,298 | $29.9M | Add +15.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.21% | 117,462 | $29.9M | Add +1.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.20% | 537,131 | $28.5M | Reduce -3.5% |
| NFLX Netflix Inc. | 0.20% | 23,268 | $27.9M | Reduce -1.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.20% | 381,467 | $27.2M | Add +17.4% |
| APH Amphenol Corp. Class A | 0.20% | 219,509 | $27.2M | Reduce -2.9% |
| INTU Intuit Inc. | 0.19% | 39,647 | $27.1M | Reduce -13.7% |
| ADBE Adobe Inc. | 0.19% | 76,754 | $27.1M | Reduce -11.1% |
| ABT Abbott Laboratories | 0.19% | 201,587 | $27.0M | Reduce -1.5% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.19% | 1,082,745 | $27.0M | Reduce -5.0% |
Options reported separately and not counted above: SPY puts ($21.7M), KRE puts ($3.5M), AAPL puts ($3.4M), SPY calls ($2.0M), BRK.B puts ($1.3M), MSFT puts ($1.2M), META puts ($1.2M), LLY puts ($687K), CRWD puts ($687K), TLT calls ($214K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $187K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CORZW Core Scientific Inc. - 27 | *W EXP 01/23/202 | 16,100 | $187K | No change |
Total filed on the 13F, all lines: $13.9B.
Portfolio Sells Q2 2025 → Q3 2025
| BSV Vanguard Short-Term Bond ETF | Reduce -11.1% | 2.22% | −0.58 |
| VOO Vanguard S&P 500 ETF | Reduce -1.6% | 6.83% | −0.40 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -88.8% | 0.04% | −0.33 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -10.3% | 1.31% | −0.31 |
| IYW iShares Ustechnology ETF | Reduce -61.3% | 0.17% | −0.27 |
| QUAL iShares MSCI USA Quality Fac | Reduce -17.2% | 0.73% | −0.20 |
| IVV iShares Core S&P 500 ETF | Reduce -0.2% | 4.11% | −0.18 |
| EFV iShares MSCI Eafe Value ETF | Reduce -16.6% | 0.66% | −0.17 |
| JNK SS SPDR BB High Yield Bond | Reduce -14.4% | 0.57% | −0.17 |
| V Visa Inc. Class A | Reduce -2.0% | 0.64% | −0.12 |
| COST Costco Wholesale Corp. | Reduce -1.4% | 0.56% | −0.12 |
| ACN Accenture PLC Class A | Reduce -4.2% | 0.28% | −0.12 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -2.7% | 1.09% | −0.12 |
| DIS The Walt Disney Co. | Reduce -4.3% | 0.42% | −0.11 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -3.4% | 0.69% | −0.11 |
| ISRG Intuitive Surgical Inc. | Reduce -2.6% | 0.26% | −0.10 |
| INTU Intuit Inc. | Reduce -13.7% | 0.19% | −0.10 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -0.8% | 0.76% | −0.09 |
| SPGI S&P Global Inc. | Reduce -2.4% | 0.32% | −0.08 |
| VNQ Vanguard Real Estate ETF | Reduce -5.2% | 0.49% | −0.08 |
| ROP Roper Technologies Inc. | Reduce -24.1% | 0.11% | −0.08 |
| ADBE Adobe Inc. | Reduce -11.1% | 0.19% | −0.08 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -8.3% | 0.37% | −0.07 |
| OTIS Otis Worldwide Corp. | Reduce -86.0% | 0.01% | −0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -6.2% | 0.53% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -7.3% | 0.30% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.9% | 0.93% | −0.06 |
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -1.3% | 0.81% | −0.06 |
| AMT American Tower Corp. | Reduce -5.2% | 0.16% | −0.06 |
| NFLX Netflix Inc. | Reduce -1.4% | 0.20% | −0.05 |
| KNSL Kinsale Capital Group Inc. | Reduce -22.6% | 0.08% | −0.05 |
| DE Deere & Co. | Reduce -5.0% | 0.17% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Reduce -3.0% | 0.93% | −0.05 |
| SYK Stryker Corp. | Reduce -22.3% | 0.09% | −0.05 |
| NSSC Napco Security Technologies | Sold out | 0.00% | −0.05 |
| SDY SS SPDR S&P Dividend ETF | Reduce -22.6% | 0.12% | −0.05 |
| KKR KKR & Co. Inc. | Reduce -3.7% | 0.23% | −0.05 |
| BLK BlackRock Inc. | Reduce -32.5% | 0.09% | −0.04 |
| ARES Ares Management Corp. Class A | Reduce -2.2% | 0.18% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -2.0% | 0.81% | −0.04 |
| HD Home Depot Inc. | Reduce -7.5% | 0.42% | −0.04 |
| BKNG Booking Holdings Inc. | Reduce -3.4% | 0.17% | −0.04 |
| FLOT iShares Floating Rate Bond E | Reduce -45.3% | 0.04% | −0.04 |
| SGOV iShares 0-3 Month Treasury B | Reduce -4.9% | 0.22% | −0.04 |
| TSCO Tractor Supply Company | Reduce -40.5% | 0.05% | −0.04 |
| CPRT Copart Inc. | Reduce -3.1% | 0.14% | −0.04 |
| SCHF Schwab Intl Equity ETF | Reduce -1.7% | 0.40% | −0.03 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -5.0% | 0.19% | −0.03 |
| TRI Thomson Reuters Corp. | Reduce -0.6% | 0.07% | −0.03 |
| SCHV Schwab US Large-Cap Value | Reduce -2.5% | 0.35% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| RGEN Repligen Corp. | New | 2.65% | +2.65 |
| NVDA Nvidia Corp. | Add +14.6% | 2.44% | +0.41 |
| AAPL Apple Inc. | Add +5.5% | 2.84% | +0.40 |
| PYLD PIMCO Multisector Bond Actv | New | 0.39% | +0.39 |
| GOOGL Alphabet Inc. Class A | Add +11.1% | 1.36% | +0.36 |
| OEF iShares S&P 100 ETF | Add +78.8% | 0.68% | +0.29 |
| BAI Ishrs AI in and Tech Act ETF | Add +157.4% | 0.35% | +0.22 |
| GOOG Alphabet Inc. Class C | Add +0.4% | 0.92% | +0.17 |
| ITA iShares U.S. Aerospace & Def | Add +6866.1% | 0.15% | +0.15 |
| ORCL Oracle Corp. | Add +8.3% | 0.64% | +0.12 |
| TSLA Tesla Inc. | Add +19.6% | 0.35% | +0.11 |
| ABBV Abbvie Inc. | Add +24.2% | 0.41% | +0.11 |
| GEV GE Vernova Inc. | Add +290.2% | 0.15% | +0.11 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +18.0% | 0.88% | +0.11 |
| IBTG iShares Ibonds Dec 2026 Term | Add +97.3% | 0.22% | +0.09 |
| GE General Electric | Add +95.3% | 0.18% | +0.09 |
| JNJ Johnson & Johnson | Add +14.0% | 0.46% | +0.09 |
| IAU iShares Gold Trust | Add +54.3% | 0.23% | +0.09 |
| GS Goldman Sachs Group Inc. | Add +166.3% | 0.14% | +0.08 |
| AJG Arthur J Gallagher & Co. | Add +96.5% | 0.19% | +0.08 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +29.9% | 0.44% | +0.08 |
| TMO Thermo Fisher Scientific Inc. | Add +74.3% | 0.16% | +0.07 |
| MSI Motorola Solutions Inc. | Add +407.5% | 0.08% | +0.07 |
| FSS Federal Signal Corp. | New | 0.06% | +0.06 |
| ETN Eaton Corp. PLC | Add +70.2% | 0.17% | +0.06 |
| ULS Ul Solutions Inc. Class A | New | 0.06% | +0.06 |
| SNOW Snowflake Inc. | Add +353.1% | 0.08% | +0.06 |
| BX Blackstone Inc. | Add +295.8% | 0.08% | +0.06 |
| PANW Palo Alto Networks Inc. | Add +113.0% | 0.13% | +0.06 |
| MET Metlife Inc. | Add +368.9% | 0.07% | +0.06 |
| SCHW Schwab (charles) Corp. | Add +210.1% | 0.08% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +18.4% | 0.22% | +0.05 |
| HON Honeywell International Inc. | Add +87.2% | 0.14% | +0.05 |
| B Barrick Mining Corp. | New | 0.05% | +0.05 |
| IBTF iShares Ibonds Dec 2025 Term | Add +53.7% | 0.17% | +0.05 |
| AXP American Express Co. | Add +26.8% | 0.29% | +0.04 |
| LAMR Lamar Advertising Co. Class A | Add +197.3% | 0.07% | +0.04 |
| PBE Invesco Biotechnology & Geno | New | 0.04% | +0.04 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +65.5% | 0.13% | +0.04 |
| IBTI iShares Ibonds Dec 2028 Term | Add +63.9% | 0.13% | +0.04 |
| IBTH iShares Ibonds Dec 2027 Term | Add +62.0% | 0.13% | +0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +44.0% | 0.14% | +0.04 |
| APD Air Products & Chemicals Inc. | Add +108.0% | 0.09% | +0.04 |
| FSV Firstservice Corp. | Add +47.1% | 0.10% | +0.03 |
| KMB Kimberly-Clark Corp. | Add +143.8% | 0.06% | +0.03 |
| APP AppLovin Corp. Class A | Add +29.2% | 0.05% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +12.1% | 0.90% | +0.03 |
| TLH iShares 10-20 Year Treasury | Add +18.2% | 0.45% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +4.0% | 1.66% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.2% | 0.37% | +0.03 |
Options Activity Q2 2025 → Q3 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | Add +1.9% | 32,600 | $21.7M |
| KRE SS SPDR S&P Regional Bank | put | Add +5.3% | 55,600 | $3.5M |
| AAPL Apple Inc. | put | Add +58.8% | 13,500 | $3.4M |
| SPY SS SPDR S&P 500 ETF Trust-US | call | Reduce -18.9% | 3,000 | $2.0M |
| META Meta Platforms Inc. Class A | put | Add +14.3% | 1,600 | $1.2M |
| LLY Eli Lilly & Co. | put | Reduce -25.0% | 900 | $687K |
| CRWD CrowdStrike Holdings Inc. Class A | put | Reduce -22.2% | 1,400 | $687K |
| TLT iShares 20+ Year Treasury BD | call | New | 2,400 | $214K |
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 |