Valmark Advisers, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), Valmark Advisers, Inc. reported 587 stock positions worth $6.4 billion. Its top holding was Vanguard Ftse Developed ETF (VEA) at 8.6% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 6.3%) and SS SPDR P S&P 500 Value ETF (SPYV, 6.1%). Compared with Q3 2024, it opened 41 new positions, sold out of 31, added to 338 and reduced 168. The biggest buy was Vanguard Intermediate-Term T (VGIT, shares +134%) and the biggest sale Vanguard Short-Term Treasury (VGSH, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- AKRON, OH
- CIK
- 0001380443
- Portfolio Value
- $6.4B (Q4 2024)
- SEC Filing
- 0001085146-25-000650 ↗ filed Jan 30, 2025
Holdings Value
Holdings 587 stocks · $6.4B
| VEA Vanguard Ftse Developed ETF | 8.64% | 11,643,989 | $556.8M | Add +6.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 6.32% | 4,635,243 | $407.4M | Reduce -0.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 6.08% | 7,666,293 | $392.1M | Add +2.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 5.09% | 5,995,677 | $327.9M | Add +2.3% |
| VOO Vanguard S&P 500 ETF | 4.51% | 539,217 | $290.5M | Reduce -2.6% |
| VTIP Vanguard Short-Term Tips | 4.36% | 5,804,617 | $281.1M | Add +0.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.75% | 5,382,244 | $241.8M | Add +3.1% |
| SPSB SS SPDR P St C Corp. ETF | 3.47% | 7,491,014 | $223.7M | Add +1.6% |
| VWO Vanguard Ftse Emerging Marke | 2.88% | 4,210,383 | $185.4M | Add +3.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.79% | 2,515,414 | $179.7M | Add +4.1% |
| HYLB Xtrackers Usd High Yield Cor | 2.45% | 4,370,301 | $157.7M | Add +1.7% |
| VGIT Vanguard Intermediate-Term T | 2.26% | 2,513,545 | $145.8M | Add +134.4% |
| REET iShares Global REIT ETF | 2.10% | 5,645,446 | $135.3M | Add +5.5% |
| USIG iShares Broad Usd Investment | 1.99% | 2,556,174 | $128.5M | Add +5.0% |
| GUNR NT Mstar GLBL NR ETF | 1.89% | 3,341,155 | $121.5M | Add +5.6% |
| BSV Vanguard Short-Term Bond ETF | 1.51% | 1,261,731 | $97.5M | Add +6.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.46% | 1,693,678 | $93.9M | Add +6.8% |
| EMLC Vaneck JPM Em Local Curr BND | 1.40% | 3,895,071 | $90.0M | Add +2.6% |
| SCHD Schwab US DVD Equity ETF | 1.25% | 2,947,348 | $80.5M | Add +7.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.23% | 742,099 | $79.3M | Add +5.2% |
| VGSH Vanguard Short-Term Treasury | 1.15% | 1,271,975 | $74.0M | Reduce -49.9% |
| IVW iShares S&P 500 Growth ETF | 1.10% | 695,288 | $70.6M | Reduce -3.4% |
| VMBS Vanguard Mortgage-Backed Sec | 0.95% | 1,353,930 | $61.4M | Add +1.2% |
| IVE iShares S&P 500 Value ETF | 0.93% | 312,314 | $59.6M | Reduce -3.1% |
| EFA iShares MSCI Eafe ETF | 0.91% | 777,286 | $58.8M | Add +3.0% |
| IJH iShares Core S&P Midcap ETF | 0.90% | 934,157 | $58.2M | Reduce -1.6% |
| GTR Wisdomtree Target Range Fund | 0.86% | 2,352,238 | $55.7M | Reduce -3.9% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.78% | 1,643,922 | $50.1M | Add +3.5% |
| AAPL Apple Inc. | 0.77% | 198,299 | $49.7M | Add +0.6% |
| IJR iShares Core S&P Small-Cap E | 0.64% | 356,956 | $41.1M | Reduce -2.0% |
| JPST JPMorgan Ultra-Short Income | 0.60% | 769,105 | $38.7M | Add +9.4% |
| ITOT iShares Core S&P Total U.S. | 0.54% | 271,738 | $35.0M | Reduce -1.5% |
| IVV iShares Core S&P 500 ETF | 0.53% | 58,079 | $34.2M | Add +2.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 113,777 | $33.0M | Reduce -1.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.50% | 559,829 | $32.1M | Add +1.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.47% | 619,763 | $30.4M | Reduce -0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.45% | 148,356 | $29.1M | Add +0.5% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.42% | 770,242 | $27.2M | Add +11.7% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.41% | 855,501 | $26.3M | Add +3.0% |
| MSFT Microsoft Corp. | 0.41% | 62,338 | $26.3M | Add +0.4% |
| IWY iShares Russell Top 200 Grow | 0.38% | 103,499 | $24.4M | Add +11.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 53,476 | $24.2M | Add +1.7% |
| VYM Vanguard High DVD Yield ETF | 0.36% | 181,175 | $23.1M | Add +3.3% |
| SMLF iShares US Smallcap Equity F | 0.35% | 334,293 | $22.6M | Reduce -6.4% |
| VXF Vanguard Extended Market ETF | 0.35% | 118,527 | $22.5M | Add +0.0% |
| IUSG iShares Core S&P U.S. Growth | 0.33% | 153,330 | $21.4M | Add +54.8% |
| CGCB Cap Group Core Bond | 0.33% | 814,995 | $21.0M | Add +1.3% |
| DVY iShares Select Dividend ETF | 0.33% | 159,661 | $21.0M | Reduce -1.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.31% | 226,996 | $20.2M | Add +3.2% |
| SPEM State Street SP PTF Em ETF | 0.31% | 522,126 | $20.0M | Reduce -3.4% |
| AGG iShares Core U.S. Aggregate | 0.31% | 206,284 | $20.0M | Reduce -0.8% |
| VNQ Vanguard Real Estate ETF | 0.27% | 194,410 | $17.3M | Add +12.7% |
| RDVY First Trust Rising Dividend | 0.26% | 286,091 | $16.9M | Add +5.6% |
| NVDA Nvidia Corp. | 0.25% | 122,075 | $16.4M | Reduce -7.0% |
| FTCS First Trust Capital Strength | 0.23% | 171,705 | $15.1M | Add +1.8% |
| CGGR Cap Group Growth Equity | 0.23% | 401,552 | $14.9M | Add +15.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.23% | 430,983 | $14.7M | Add +3.6% |
| XSVM Invesco S&P Smallcap Value W | 0.23% | 267,955 | $14.6M | Add +7.3% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.22% | 469,662 | $13.9M | Add +14.2% |
| DWM Wisdomtree International Equ | 0.21% | 257,308 | $13.6M | Add +41.1% |
| AMZN Amazon.com Inc. | 0.21% | 61,422 | $13.5M | Reduce -0.4% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.21% | 506,268 | $13.2M | Reduce -9.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.20% | 131,210 | $13.2M | Add +53.2% |
| XLV SS Health Care Select Sector | 0.20% | 93,788 | $12.9M | Add +11.3% |
| FTGC First Trust Global Tactical | 0.19% | 511,909 | $12.2M | Add +14.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.19% | 155,115 | $12.1M | Add +36.9% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.19% | 506,350 | $11.9M | Add +0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 68,545 | $11.6M | Reduce -6.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.17% | 156,260 | $10.8M | Reduce -2.1% |
| PG The Procter & Gamble Co. | 0.17% | 63,760 | $10.7M | Add +5.1% |
| JPM JPMorgan Chase & Co. | 0.15% | 40,561 | $9.7M | Reduce -3.9% |
| CGMS Cap Group US Multi-Sect Bond | 0.15% | 352,795 | $9.6M | Add +5.8% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.15% | 275,180 | $9.6M | Add +18.4% |
| FBND Fidelity Total Bond ETF | 0.15% | 210,966 | $9.5M | Add +27.2% |
| SGOV iShares 0-3 Month Treasury B | 0.15% | 93,624 | $9.4M | Add +6.6% |
| DES Wisdomtree US Smallcap Divid | 0.14% | 264,994 | $9.1M | Add +25.7% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.14% | 310,194 | $9.1M | Add +16.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 33,375 | $8.8M | Add +0.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.13% | 168,999 | $8.5M | Add +7.0% |
| MUB iShares National Muni Bond E | 0.13% | 79,009 | $8.4M | Add +18.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.12% | 98,866 | $7.8M | Add +77.0% |
| SCHR Schwab Intermediate-Term US | 0.12% | 317,591 | $7.7M | Add +110.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 13,051 | $7.6M | Add +5.8% |
| DEM Wisdomtree Emerging Markets | 0.12% | 185,420 | $7.5M | Add +44.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 30,697 | $7.4M | Add +1.2% |
| IOO iShares Global 100 ETF | 0.11% | 71,643 | $7.2M | Add +731.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.11% | 61,805 | $7.1M | Add +7.8% |
| XLE SS Energy Select Sector | 0.11% | 81,932 | $7.0M | Add +7.8% |
| XOM Exxon Mobil Corp. | 0.11% | 65,009 | $7.0M | Add +20.4% |
| CUT Invesco MSCI Global Timber E | 0.11% | 214,794 | $6.8M | Add +4.6% |
| TSLA Tesla Inc. | 0.10% | 16,451 | $6.6M | Add +11.3% |
| SCHB Schwab US Broad Market ETF | 0.10% | 292,379 | $6.6M | Reduce -2.5% |
| HDEF Xtrackers MSCI Eafe High Div | 0.10% | 264,973 | $6.4M | Add +1.0% |
| ACN Accenture PLC Class A | 0.10% | 17,871 | $6.3M | Add +22.7% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.10% | 157,734 | $6.2M | Add +0.2% |
| IWL iShares Russell Top 200 ETF | 0.09% | 41,614 | $6.0M | Add +151.2% |
| GOOG Alphabet Inc. Class C | 0.09% | 31,500 | $6.0M | Add +0.8% |
| SCHP Schwab U.S. Tips ETF | 0.09% | 230,269 | $5.9M | Reduce -3.5% |
| SCHM Schwab US Mid Cap ETF | 0.09% | 211,395 | $5.9M | Reduce -0.2% |
| WMT Walmart Inc. | 0.09% | 63,325 | $5.7M | Add +11.5% |
Options reported separately and not counted above: SPY puts ($5.9M).
Other holdings (3): bonds, preferreds, convertibles and warrants · $7.5M (not counted above)
Total filed on the 13F, all lines: $6.5B.
Portfolio Sells Q3 2024 → Q4 2024
| VGSH Vanguard Short-Term Treasury | Reduce -49.9% | 1.15% | −1.20 |
| GTR Wisdomtree Target Range Fund | Reduce -3.9% | 0.86% | −0.08 |
| IVE iShares S&P 500 Value ETF | Reduce -3.1% | 0.93% | −0.07 |
| VOO Vanguard S&P 500 ETF | Reduce -2.6% | 4.51% | −0.06 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Sold out | 0.00% | −0.05 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -80.4% | 0.01% | −0.05 |
| SCHF Schwab Intl Equity ETF | Reduce -38.0% | 0.06% | −0.04 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Reduce -9.1% | 0.21% | −0.04 |
| FAUG FT Vest U.S. Equity Buffer E | Sold out | 0.00% | −0.04 |
| SPEM State Street SP PTF Em ETF | Reduce -3.4% | 0.31% | −0.04 |
| IBMM iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.04 |
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.04 |
| DAUG FT Vest U.S. Equity Deep Buf | Sold out | 0.00% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.0% | 0.64% | −0.03 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -65.4% | 0.01% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.6% | 0.90% | −0.02 |
| SMLF iShares US Smallcap Equity F | Reduce -6.4% | 0.35% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -6.4% | 0.18% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -0.8% | 0.31% | −0.02 |
| OAIM Oneascent Intl Eqty ETF | Reduce -31.0% | 0.03% | −0.02 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -0.3% | 0.47% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -46.9% | 0.02% | −0.02 |
| DVY iShares Select Dividend ETF | Reduce -1.0% | 0.33% | −0.02 |
| VIOV Vanguard S&P Small-Cap 600 V | Reduce -44.1% | 0.02% | −0.02 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -5.0% | 0.07% | −0.01 |
| UBER Uber Technologies Inc. | Reduce -12.7% | 0.03% | −0.01 |
| YSEP FT VST Int Eq MB ETF-Usd Inc. | Sold out | 0.00% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -1.5% | 0.07% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -9.0% | 0.05% | −0.01 |
| JNJ Johnson & Johnson | Reduce -4.5% | 0.05% | −0.01 |
| NANR Sta STR SP S&P Nor An Res-Ui | Sold out | 0.00% | −0.01 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -2.0% | 0.04% | −0.01 |
| HSCZ iShares Cur HDG MSCI Eafe SM | Sold out | 0.00% | −0.01 |
| RWO State Street SPDR Dow Jones | Reduce -1.6% | 0.06% | −0.01 |
| SCHP Schwab U.S. Tips ETF | Reduce -3.5% | 0.09% | −0.01 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.01 |
| EWX State Street SPDR S&P Emergi | Sold out | 0.00% | −0.01 |
| SUB iShares Short-Term National | Reduce -9.4% | 0.06% | −0.01 |
| EEMS iShares MSCI Emerging MKT SM | Reduce -2.4% | 0.05% | −0.01 |
| IGLB iShares 10+ Year Inv GR Corp. | Reduce -28.5% | 0.01% | −0.01 |
| AMD Advanced Micro Devices | Reduce -0.7% | 0.02% | −0.01 |
| CWI State Street SPDR MSCI Acwi | Reduce -1.0% | 0.06% | −0.01 |
| FDVV Fidelity High Dividend ETF | Reduce -8.7% | 0.05% | −0.01 |
| IMCG iShares Morningstar Mid-Cap | Sold out | 0.00% | −0.01 |
| ISCG iShares Morningstar Small-Ca | Reduce -51.1% | 0.01% | −0.01 |
| ELV Elevance Health Inc. | Reduce -18.4% | 0.01% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -15.8% | 0.02% | −0.01 |
| FNDA Schwab Fndmntl US SM Co. ETF | Sold out | 0.00% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -2.2% | 0.04% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| VGIT Vanguard Intermediate-Term T | Add +134.4% | 2.26% | +1.25 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +4.1% | 2.79% | +0.14 |
| IUSG iShares Core S&P U.S. Growth | Add +54.8% | 0.33% | +0.13 |
| IOO iShares Global 100 ETF | Add +731.0% | 0.11% | +0.10 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +2.3% | 5.09% | +0.07 |
| STIP iShares 0-5 Year Tips Bond E | Add +53.2% | 0.20% | +0.07 |
| SCHR Schwab Intermediate-Term US | Add +110.3% | 0.12% | +0.06 |
| IWY iShares Russell Top 200 Grow | Add +11.2% | 0.38% | +0.06 |
| IWL iShares Russell Top 200 ETF | Add +151.2% | 0.09% | +0.06 |
| CGHM Cap Group Muni High-Income | New | 0.05% | +0.05 |
| AAPL Apple Inc. | Add +0.6% | 0.77% | +0.05 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +77.0% | 0.12% | +0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +36.9% | 0.19% | +0.05 |
| BSV Vanguard Short-Term Bond ETF | Add +6.0% | 1.51% | +0.05 |
| DWM Wisdomtree International Equ | Add +41.1% | 0.21% | +0.05 |
| IBD Inspire Corporate Bond ETF | Add +1444.1% | 0.05% | +0.04 |
| BSY Bentley Systems Inc. Class B | New | 0.04% | +0.04 |
| JPST JPMorgan Ultra-Short Income | Add +9.4% | 0.60% | +0.04 |
| SCHD Schwab US DVD Equity ETF | Add +7.7% | 1.25% | +0.04 |
| TSLA Tesla Inc. | Add +11.3% | 0.10% | +0.04 |
| CGGR Cap Group Growth Equity | Add +15.5% | 0.23% | +0.04 |
| CMF iShares California Muni Bond | Add +276.5% | 0.05% | +0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +3.1% | 3.75% | +0.03 |
| EBND State Street SPDR Bloomberg | Add +69.8% | 0.08% | +0.03 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +144.0% | 0.05% | +0.03 |
| CGDV Cap Group Dividend Value | Add +11.7% | 0.42% | +0.03 |
| DEM Wisdomtree Emerging Markets | Add +44.0% | 0.12% | +0.03 |
| DES Wisdomtree US Smallcap Divid | Add +25.7% | 0.14% | +0.03 |
| OVLY Oak Valley Bancorp | New | 0.03% | +0.03 |
| FBND Fidelity Total Bond ETF | Add +27.2% | 0.15% | +0.03 |
| CGUS Cap Group Core Equity | Add +18.4% | 0.15% | +0.02 |
| FTGC First Trust Global Tactical | Add +14.1% | 0.19% | +0.02 |
| ACWV iShares MSCI Global Min Vol | Add +90.0% | 0.05% | +0.02 |
| CGCP Cap Group Core Plus Income | Add +74.8% | 0.05% | +0.02 |
| WTV Wisdomtree U.S. Value Fund | New | 0.02% | +0.02 |
| IBTG iShares Ibonds Dec 2026 Term | Add +93.0% | 0.04% | +0.02 |
| CGDG Cap Group Dividend Growers | Add +14.2% | 0.22% | +0.02 |
| SPMB SS SPDR P Mort Back Bond ETF | Add +116.4% | 0.04% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +2.3% | 0.53% | +0.02 |
| MUB iShares National Muni Bond E | Add +18.4% | 0.13% | +0.02 |
| WMT Walmart Inc. | Add +11.5% | 0.09% | +0.02 |
| ACN Accenture PLC Class A | Add +22.7% | 0.10% | +0.02 |
| CGMU Cap Group Municipal Income | New | 0.02% | +0.02 |
| IBDV iShares Ibonds Dec 2030 Corp. | New | 0.02% | +0.02 |
| XMMO Invesco S&P Midcap Momentum | New | 0.02% | +0.02 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +92.5% | 0.03% | +0.02 |
| IAGG iShares Intl Aggregate Bond | Add +69.3% | 0.04% | +0.02 |
| INTU Intuit Inc. | Add +81.9% | 0.03% | +0.01 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.01% | +0.01 |
| CGGO Cap Group Global Growth | Add +16.0% | 0.14% | +0.01 |
Notes & Other Activity Q3 2024 → Q4 2024
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Add +15.5% | 116,552 | $2.9M |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Add +64.8% | 120,360 | $2.9M |
| IBDP iShares Ibonds Dec 2024 Term | IBONDS DEC24 ETF · principal | Sold out | 98,084 | $2.5Mbefore exit |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Add +29.7% | 70,151 | $1.7M |
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 | 724 | $9.4B | VEA, SPYG, SPYV, SPMD, VTIP |
| Q1 2026 | 673 | $8.4B | VEA, SPYV, SPYG, SPMD, VTIP |
| Q4 2025 | 653 | $8.1B | VEA, SPYG, SPYV, SPMD, VOO |
| Q3 2025 | 642 | $7.7B | VEA, SPYG, SPYV, SPMD, VOO |
| Q2 2025 | 636 | $7.2B | VEA, SPYG, SPYV, SPMD, VOO |
| Q1 2025 | 598 | $6.6B | VEA, SPYV, SPYG, SPMD, VTIP |
| Q4 2024 | 587 | $6.4B | VEA, SPYG, SPYV, SPMD, VOO |
| Q3 2024 | 577 | $6.4B | VEA, SPYV, SPYG, SPMD, VOO |
| Q2 2024 | 553 | $5.9B | VEA, SPYG, SPYV, SPMD, VTIP |
| Q1 2024 | 531 | $5.7B | VEA, SPYV, SPYG, SPMD, VOO |