Valmark Advisers, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Valmark Advisers, Inc. reported 653 stock positions worth $8.1 billion. Its top holding was Vanguard Ftse Developed ETF (VEA) at 9.2% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 6.1%) and SS SPDR P S&P 500 Value ETF (SPYV, 6.1%). Compared with Q3 2025, it opened 43 new positions, sold out of 32, added to 317 and reduced 219. The biggest buy was a new position in iShares BB Rated Corp. Bond (HYBB) and the biggest sale Xtrackers Usd High Yield Cor (HYLB, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- AKRON, OH
- CIK
- 0001380443
- Portfolio Value
- $8.1B (Q4 2025)
- SEC Filing
- 0001380443-26-000002 ↗ filed Jan 26, 2026
Holdings Value
Holdings 653 stocks · $8.1B
| VEA Vanguard Ftse Developed ETF | 9.20% | 11,930,938 | $745.3M | Add +1.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 6.14% | 4,661,198 | $497.3M | Add +0.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 6.13% | 8,740,145 | $496.5M | Add +2.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 5.03% | 7,041,736 | $407.8M | Add +3.0% |
| VOO Vanguard S&P 500 ETF | 4.49% | 579,503 | $363.4M | Add +2.4% |
| VTIP Vanguard Short-Term Tips | 4.10% | 6,716,272 | $332.2M | Add +4.9% |
| SPSB SS SPDR P St C Corp. ETF | 3.26% | 8,737,196 | $263.9M | Add +4.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.07% | 5,302,606 | $248.5M | Reduce -0.3% |
| VWO Vanguard Ftse Emerging Marke | 2.98% | 4,495,055 | $241.7M | Add +3.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.92% | 2,867,091 | $236.5M | Add +1.7% |
| VGIT Vanguard Intermediate-Term T | 2.30% | 3,106,042 | $186.1M | Add +3.1% |
| GUNR NT Mstar GLBL NR ETF | 2.03% | 3,592,669 | $164.7M | Add +1.6% |
| REET iShares Global REIT ETF | 1.94% | 6,283,171 | $156.8M | Add +3.9% |
| USIG iShares Broad Usd Investment | 1.89% | 2,953,621 | $152.9M | Add +0.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.58% | 1,757,820 | $127.8M | Add +0.1% |
| HYLB Xtrackers Usd High Yield Cor | 1.50% | 3,291,939 | $121.2M | Reduce -32.4% |
| BSV Vanguard Short-Term Bond ETF | 1.49% | 1,534,909 | $121.0M | Add +5.0% |
| EMLC Vaneck JPM Em Local Curr BND | 1.41% | 4,419,178 | $114.1M | Add +3.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.19% | 872,328 | $96.1M | Add +4.3% |
| SMLF iShares US Smallcap Equity F | 1.12% | 1,211,401 | $90.7M | Add +14.1% |
| VGSH Vanguard Short-Term Treasury | 0.98% | 1,348,251 | $79.2M | Add +2.8% |
| EFA iShares MSCI Eafe ETF | 0.97% | 821,334 | $78.9M | Add +0.2% |
| IVW iShares S&P 500 Growth ETF | 0.91% | 598,466 | $73.8M | Reduce -3.4% |
| VMBS Vanguard Mortgage-Backed Sec | 0.90% | 1,552,952 | $73.1M | Add +3.0% |
| SCHD Schwab US DVD Equity ETF | 0.89% | 2,627,467 | $72.1M | Reduce -6.1% |
| HYBB iShares BB Rated Corp. Bond | 0.85% | 1,456,143 | $68.6M | New |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.82% | 1,705,257 | $66.5M | Add +2.7% |
| IVE iShares S&P 500 Value ETF | 0.75% | 285,652 | $60.6M | Reduce -3.4% |
| IJH iShares Core S&P Midcap ETF | 0.73% | 901,518 | $59.5M | Reduce -2.0% |
| AAPL Apple Inc. | 0.70% | 207,293 | $56.4M | Add +2.4% |
| GTR Wisdomtree Target Range Fund | 0.70% | 2,232,564 | $56.3M | Add +0.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.58% | 643,535 | $47.3M | Add +0.6% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.57% | 1,061,204 | $46.3M | Add +12.5% |
| JPST JPMorgan Ultra-Short Income | 0.56% | 902,017 | $45.6M | Add +1.1% |
| IVV iShares Core S&P 500 ETF | 0.55% | 64,521 | $44.2M | Add +4.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.53% | 128,244 | $43.0M | Add +2.4% |
| CGGR Cap Group Growth Equity | 0.48% | 873,172 | $38.8M | Add +51.2% |
| VYM Vanguard High DVD Yield ETF | 0.43% | 244,332 | $35.1M | Add +18.8% |
| ITOT iShares Core S&P Total U.S. | 0.43% | 235,275 | $35.0M | Reduce -4.9% |
| IJR iShares Core S&P Small-Cap E | 0.43% | 288,162 | $34.6M | Reduce -6.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.42% | 708,032 | $34.2M | Add +3.4% |
| VIG Vanguard Dividend Apprec ETF | 0.42% | 153,038 | $33.6M | Add +0.3% |
| IUSG iShares Core S&P U.S. Growth | 0.41% | 198,616 | $33.4M | Reduce -2.8% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.37% | 977,389 | $30.0M | Add +3.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 59,541 | $29.9M | Add +0.6% |
| CGCB Cap Group Core Bond | 0.37% | 1,127,960 | $29.9M | Add +22.2% |
| VXF Vanguard Extended Market ETF | 0.36% | 140,926 | $29.5M | Add +4.8% |
| IWY iShares Russell Top 200 Grow | 0.35% | 102,590 | $28.4M | Reduce -1.6% |
| MSFT Microsoft Corp. | 0.35% | 57,960 | $28.0M | Reduce -0.9% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.33% | 664,992 | $26.8M | Add +39.0% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.32% | 755,810 | $26.2M | Add +21.0% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.32% | 726,834 | $25.9M | Add +21.6% |
| DVY iShares Select Dividend ETF | 0.31% | 179,109 | $25.3M | Add +17.8% |
| AGG iShares Core U.S. Aggregate | 0.30% | 247,376 | $24.7M | Add +8.0% |
| SPEM State Street SP PTF Em ETF | 0.30% | 514,023 | $24.1M | Add +0.4% |
| CGCP Cap Group Core Plus Income | 0.29% | 1,047,472 | $23.7M | Add +96.4% |
| RDVY First Trust Rising Dividend | 0.27% | 312,065 | $21.7M | Reduce -0.9% |
| DWM Wisdomtree International Equ | 0.26% | 307,500 | $21.1M | Add +0.8% |
| SGOV iShares 0-3 Month Treasury B | 0.26% | 208,610 | $20.9M | Add +35.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.25% | 214,795 | $20.2M | Reduce -1.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.24% | 439,445 | $19.5M | Reduce -0.7% |
| NVDA Nvidia Corp. | 0.24% | 102,804 | $19.2M | Add +32.5% |
| XLV SS Health Care Select Sector | 0.23% | 118,514 | $18.3M | Add +1.1% |
| CGMS Cap Group US Multi-Sect Bond | 0.22% | 646,690 | $17.9M | Add +20.1% |
| XSVM Invesco S&P Smallcap Value W | 0.22% | 311,083 | $17.8M | Reduce -0.0% |
| FBND Fidelity Total Bond ETF | 0.21% | 376,144 | $17.3M | Add +1.9% |
| STIP iShares 0-5 Year Tips Bond E | 0.19% | 153,614 | $15.7M | Add +22.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.19% | 80,874 | $15.4M | Add +6.3% |
| VNQ Vanguard Real Estate ETF | 0.18% | 162,166 | $14.4M | Reduce -27.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.18% | 178,120 | $14.2M | Add +8.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.17% | 175,505 | $14.1M | Reduce -0.8% |
| FTGC First Trust Global Tactical | 0.17% | 598,655 | $13.9M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 0.16% | 41,132 | $13.3M | Add +0.7% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.16% | 470,247 | $13.2M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 0.15% | 53,402 | $12.3M | Add +3.8% |
| SCHC Schwab Intl Small-Cap Equity | 0.15% | 269,681 | $12.3M | Add +67.7% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.14% | 480,687 | $11.6M | Reduce -6.5% |
| DEM Wisdomtree Emerging Markets | 0.14% | 241,217 | $11.3M | Add +1.8% |
| DES Wisdomtree US Smallcap Divid | 0.14% | 333,141 | $11.1M | Add +1.3% |
| SPBO SS SPDR P Corp. Bond ETF | 0.13% | 358,456 | $10.5M | Add +75.1% |
| SCHR Schwab Intermediate-Term US | 0.13% | 406,557 | $10.2M | Add +22.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 35,082 | $10.2M | Add +2.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.13% | 70,968 | $10.2M | Add +1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 14,897 | $10.2M | Reduce -1.6% |
| SCHF Schwab Intl Equity ETF | 0.12% | 418,372 | $10.1M | Add +2.0% |
| PG The Procter & Gamble Co. | 0.12% | 67,529 | $9.7M | Reduce -12.5% |
| DGRO iShares Core Dividend Growth | 0.12% | 139,129 | $9.7M | Add +6.9% |
| HDEF Xtrackers MSCI Eafe High Div | 0.12% | 309,433 | $9.6M | Add +6.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 35,073 | $9.0M | Add +2.7% |
| XLE SS Energy Select Sector | 0.11% | 198,661 | $8.9M | Add +2.3% |
| FELG Fidelity Enh LRG Cap GWTH | 0.11% | 211,123 | $8.8M | Add +49.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.11% | 172,880 | $8.7M | Add +5.1% |
| MUB iShares National Muni Bond E | 0.11% | 80,616 | $8.6M | Reduce -8.2% |
| CGSD Cap Group Short Duration | 0.11% | 329,671 | $8.6M | Add +285.5% |
| XOM Exxon Mobil Corp. | 0.10% | 69,785 | $8.4M | Reduce -3.1% |
| XLP SS Consumer Staples Sel Sect | 0.10% | 102,003 | $7.9M | Add +1371.3% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.10% | 79,228 | $7.9M | Add +2.1% |
| SCHB Schwab US Broad Market ETF | 0.09% | 285,082 | $7.5M | Reduce -1.4% |
| IUSV iShares Core S&P U.S. Value | 0.09% | 70,515 | $7.2M | Reduce -3.3% |
| TSLA Tesla Inc. | 0.09% | 16,017 | $7.2M | Reduce -1.6% |
Options reported separately and not counted above: SPY puts ($5.3M), OWL puts ($374K).
Other holdings (2): bonds, preferreds, convertibles and warrants · $8.4M (not counted above)
Total filed on the 13F, all lines: $8.1B.
Portfolio Sells Q3 2025 → Q4 2025
| HYLB Xtrackers Usd High Yield Cor | Reduce -32.4% | 1.50% | −0.84 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -0.3% | 3.07% | −0.12 |
| SCHD Schwab US DVD Equity ETF | Reduce -6.1% | 0.89% | −0.10 |
| CUT Invesco MSCI Global Timber E | Reduce -94.7% | 0.00% | −0.09 |
| VNQ Vanguard Real Estate ETF | Reduce -27.1% | 0.18% | −0.09 |
| IVW iShares S&P 500 Growth ETF | Reduce -3.4% | 0.91% | −0.06 |
| FTCS First Trust Capital Strength | Reduce -36.3% | 0.07% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.6% | 0.43% | −0.05 |
| MSFT Microsoft Corp. | Reduce -0.9% | 0.35% | −0.05 |
| IVE iShares S&P 500 Value ETF | Reduce -3.4% | 0.75% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.0% | 0.73% | −0.04 |
| ACWV iShares MSCI Global Min Vol | Reduce -54.6% | 0.03% | −0.04 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.04 |
| IBMN iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -4.9% | 0.43% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -12.5% | 0.12% | −0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -29.8% | 0.07% | −0.03 |
| IUSG iShares Core S&P U.S. Growth | Reduce -2.8% | 0.41% | −0.02 |
| TDTT NT Iboxx 3Y Dur Tips ETF | Reduce -6.5% | 0.14% | −0.02 |
| IWY iShares Russell Top 200 Grow | Reduce -1.6% | 0.35% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.0% | 0.25% | −0.02 |
| WTV Wisdomtree U.S. Value Fund | Sold out | 0.00% | −0.02 |
| CMF iShares California Muni Bond | Reduce -26.6% | 0.04% | −0.02 |
| XMHQ Invesco S&P Midcap Qual ETF | Sold out | 0.00% | −0.02 |
| TPSC Timothy Plan US Small Cap Co. | Reduce -39.5% | 0.02% | −0.02 |
| ESGU iShares ESG Aware MSCI USA | Reduce -67.0% | 0.01% | −0.02 |
| XMMO Invesco S&P Midcap Momentum | Sold out | 0.00% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -8.2% | 0.11% | −0.01 |
| RWR SS SPDR Dow Jones REIT ETF | Sold out | 0.00% | −0.01 |
| CGHM Cap Group Muni High-Income | Reduce -13.5% | 0.06% | −0.01 |
| HD Home Depot Inc. | Reduce -0.4% | 0.05% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -1.4% | 0.06% | −0.01 |
| NFLX Netflix Inc. | Reduce -0.1% | 0.03% | −0.01 |
| VOOV Vanguard S&P 500 Value ETF | Reduce -14.1% | 0.05% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.9% | 0.08% | −0.01 |
| XSVM Invesco S&P Smallcap Value W | Reduce -0.0% | 0.22% | −0.01 |
| SBUX Starbucks Corp. | Reduce -72.6% | 0.00% | −0.01 |
| PJUL Innovator U.S. Equity Power | Sold out | 0.00% | −0.01 |
| SOVF Sovereign's Capital Flourish | Sold out | 0.00% | −0.01 |
| JHMM John Hancock Multi Fact Mid | Reduce -19.0% | 0.02% | −0.01 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.01 |
| RDVY First Trust Rising Dividend | Reduce -0.9% | 0.27% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -2.5% | 0.02% | −0.01 |
| FBTC Fidelity Wise Origin Bitcoin | Sold out | 0.00% | −0.01 |
| ETHA iShares Ethereum Trust ETF | Sold out | 0.00% | −0.01 |
| AOA iShares Core 80/20 Aggressiv | Reduce -48.0% | 0.01% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.8% | 0.17% | −0.01 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.01 |
| IBD Inspire Corporate Bond ETF | Reduce -4.6% | 0.06% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.6% | 0.13% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| HYBB iShares BB Rated Corp. Bond | New | 0.85% | +0.85 |
| CGGR Cap Group Growth Equity | Add +51.2% | 0.48% | +0.15 |
| CGCP Cap Group Core Plus Income | Add +96.4% | 0.29% | +0.14 |
| SMLF iShares US Smallcap Equity F | Add +14.1% | 1.12% | +0.10 |
| XLP SS Consumer Staples Sel Sect | Add +1371.3% | 0.10% | +0.09 |
| CGUS Cap Group Core Equity | Add +39.0% | 0.33% | +0.09 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 0.08% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +1.5% | 9.20% | +0.08 |
| CGSD Cap Group Short Duration | Add +285.5% | 0.11% | +0.08 |
| CGDV Cap Group Dividend Value | Add +12.5% | 0.57% | +0.06 |
| SGOV iShares 0-3 Month Treasury B | Add +35.5% | 0.26% | +0.06 |
| VYM Vanguard High DVD Yield ETF | Add +18.8% | 0.43% | +0.06 |
| CGCV Cap Group Conservative Eq | Add +191.3% | 0.09% | +0.06 |
| SCHC Schwab Intl Small-Cap Equity | Add +67.7% | 0.15% | +0.06 |
| CGCB Cap Group Core Bond | Add +22.2% | 0.37% | +0.05 |
| CGDG Cap Group Dividend Growers | Add +21.6% | 0.32% | +0.05 |
| SPBO SS SPDR P Corp. Bond ETF | Add +75.1% | 0.13% | +0.05 |
| NVDA Nvidia Corp. | Add +32.5% | 0.24% | +0.05 |
| CGGO Cap Group Global Growth | Add +21.0% | 0.32% | +0.05 |
| PVAL Putnam Focused LRG Cap Value | Add +363.8% | 0.06% | +0.05 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +0.1% | 1.58% | +0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +2.7% | 6.13% | +0.04 |
| CGIE Cap Group Intl Equity | Add +264.0% | 0.05% | +0.03 |
| FELG Fidelity Enh LRG Cap GWTH | Add +49.8% | 0.11% | +0.03 |
| DVY iShares Select Dividend ETF | Add +17.8% | 0.31% | +0.03 |
| GUNR NT Mstar GLBL NR ETF | Add +1.6% | 2.03% | +0.03 |
| AAPL Apple Inc. | Add +2.4% | 0.70% | +0.03 |
| CGMM Cap Group Small and Mid Cap | Add +132.7% | 0.05% | +0.03 |
| CGMS Cap Group US Multi-Sect Bond | Add +20.1% | 0.22% | +0.03 |
| STIP iShares 0-5 Year Tips Bond E | Add +22.8% | 0.19% | +0.03 |
| FTMN FR Minnesota Muni Inc. ETF | New | 0.02% | +0.02 |
| ESLG Eventide Larg Cap Growth ETF | New | 0.02% | +0.02 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +460.3% | 0.03% | +0.02 |
| CGSM Cap Group Short Muni Income | New | 0.02% | +0.02 |
| EME Emcor Group Inc. | New | 0.02% | +0.02 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +126.5% | 0.04% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +4.1% | 0.09% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +129.1% | 0.03% | +0.02 |
| SCHR Schwab Intermediate-Term US | Add +22.4% | 0.13% | +0.02 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +36.9% | 0.07% | +0.02 |
| FDLS Inspire Fidelis Multi Factor | New | 0.02% | +0.02 |
| IQLT iShares MSCI International Q | Add +104.3% | 0.03% | +0.02 |
| XLV SS Health Care Select Sector | Add +1.1% | 0.23% | +0.02 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +27.7% | 0.07% | +0.01 |
| BUFG FT Vest Buffered Allocation | New | 0.01% | +0.01 |
| IBTL iShares Ibonds Dec 2031 Term | New | 0.01% | +0.01 |
| CGGE Cap Group Global Eq | Add +48.6% | 0.04% | +0.01 |
| IBMR iShares Ibonds Dec 2029 M BD | Add +139.3% | 0.02% | +0.01 |
| GLRY Inspire Growth ETF | New | 0.01% | +0.01 |
| IAGG iShares Intl Aggregate Bond | Add +33.1% | 0.05% | +0.01 |
Options Activity Q3 2025 → Q4 2025
| OWL Blue Owl Capital Inc. | put | New | 25,000 | $374K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2025 → Q4 2025
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Add +15.3% | 175,816 | $4.3M |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Add +52.9% | 171,170 | $4.2M |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Sold out | 141,075 | $3.6Mbefore 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 | 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 |