Wealthcare Advisory Partners LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Wealthcare Advisory Partners LLC reported 1,081 stock positions worth $5.3 billion. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 7.3% of the portfolio, followed by SS SPDR P S&P 1500 Comp ETF (SPTM, 4.3%) and VG Morningstar TS MKT ETF-US (VTI, 2.8%). Compared with Q1 2026, it opened 90 new positions, sold out of 80, added to 394 and reduced 551. The biggest buy was Schwab U.S. Tips ETF (SCHP, shares +48%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CHESTER, PA
- CIK
- 0001683059
- Portfolio Value
- $5.3B (Q2 2026)
- SEC Filing
- 0001951757-26-000979 ↗ filed Jul 9, 2026
Holdings Value
Holdings 1,081 stocks · $5.3B
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.32% | 4,391,034 | $385.9M | Reduce -3.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 4.32% | 2,508,062 | $227.7M | Reduce -3.0% |
| VTI VG Morningstar TS MKT ETF-US | 2.80% | 398,442 | $147.4M | Reduce -3.1% |
| STIP iShares 0-5 Year Tips Bond E | 2.56% | 1,322,733 | $135.1M | Add +9.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.94% | 1,776,135 | $102.4M | Add +1.1% |
| IEF iShares 7-10 Year Treasury B | 1.81% | 1,008,438 | $95.4M | Reduce -5.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.58% | 1,230,591 | $83.1M | Add +4.1% |
| SPAB SS SPDR P Agg Bond ETF | 1.55% | 3,206,173 | $81.8M | Add +6.3% |
| NVDA Nvidia Corp. | 1.44% | 378,479 | $75.7M | Reduce -4.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.36% | 1,419,227 | $71.5M | Add +2.4% |
| FBND Fidelity Total Bond ETF | 1.35% | 1,565,006 | $71.2M | Add +2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.24% | 87,230 | $65.1M | Reduce -48.3% |
| VYM Vanguard High DVD Yield ETF | 1.20% | 401,762 | $63.5M | Add +1.2% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.18% | 1,259,466 | $62.1M | Reduce -3.5% |
| MUB iShares National Muni Bond E | 1.18% | 576,272 | $62.0M | Add +10.4% |
| NTSX Wisdomtree US Efficient Core | 1.16% | 1,031,715 | $60.9M | Add +4.4% |
| VOO Vanguard S&P 500 ETF | 1.13% | 86,985 | $59.7M | Reduce -15.0% |
| AAPL Apple Inc. | 1.09% | 198,490 | $57.4M | Reduce -24.4% |
| SCHP Schwab U.S. Tips ETF | 1.05% | 2,090,010 | $55.4M | Add +47.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.02% | 73,003 | $53.8M | Reduce -24.3% |
| IVV iShares Core S&P 500 ETF | 0.86% | 60,420 | $45.2M | Reduce -10.1% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.85% | 816,607 | $44.6M | Add +2.7% |
| AGG iShares Core U.S. Aggregate | 0.83% | 442,103 | $43.8M | Add +9.0% |
| DFAC Dimensional US Core Equity 2 | 0.78% | 925,525 | $41.1M | Reduce -3.3% |
| FSEP FT Vest U.S. Equity Buffer E | 0.78% | 741,908 | $40.9M | Add +1.1% |
| VEA Vanguard Ftse Developed ETF | 0.76% | 565,404 | $40.3M | Reduce -2.7% |
| AVUV Avantis US Small Cap Value | 0.76% | 320,844 | $40.0M | Add +1.8% |
| COWZ Pacer US Cash Cows 100 ETF | 0.70% | 595,665 | $37.1M | Add +1.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.67% | 421,784 | $35.3M | Add +7.9% |
| SCZ iShares MSCI Eafe Small-Cap | 0.66% | 424,121 | $34.9M | Add +4.4% |
| CGGR Cap Group Growth Equity | 0.62% | 688,721 | $32.5M | Add +6.3% |
| MSFT Microsoft Corp. | 0.60% | 84,993 | $31.7M | Reduce -19.1% |
| JPIE JPMorgan Income ETF | 0.55% | 630,709 | $29.0M | Add +6.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.54% | 593,505 | $28.5M | Reduce -1.2% |
| IBDU iShares Ibonds Dec 2029 Term | 0.54% | 1,223,806 | $28.3M | Add +3.5% |
| PYLD PIMCO Multisector Bond Actv | 0.52% | 1,025,937 | $27.2M | Add +4.4% |
| AMZN Amazon.com Inc. | 0.50% | 110,006 | $26.2M | Reduce -10.4% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.48% | 154,959 | $25.3M | Add +3.9% |
| IJH iShares Core S&P Midcap ETF | 0.47% | 322,790 | $24.9M | Add +5.3% |
| IJR iShares Core S&P Small-Cap E | 0.46% | 162,012 | $24.0M | Add +11.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.45% | 234,093 | $23.9M | Reduce -1.7% |
| SCHD Schwab US DVD Equity ETF | 0.45% | 746,454 | $23.7M | Add +4.1% |
| SMMD iShares Russell 2500 ETF | 0.45% | 257,371 | $23.6M | Reduce -5.3% |
| VIG Vanguard Dividend Apprec ETF | 0.44% | 97,336 | $23.0M | Reduce -3.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.43% | 220,424 | $22.9M | Add +0.5% |
| MBB iShares MBS ETF | 0.43% | 242,028 | $22.9M | Add +2.6% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.42% | 487,611 | $22.3M | Reduce -0.3% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.41% | 264,664 | $21.9M | Add +3.5% |
| DFIC Dimensional International Co. | 0.40% | 566,612 | $21.1M | Add +3.0% |
| ANGL Vaneck Fallen Angel High YLD | 0.39% | 708,131 | $20.7M | Add +2.8% |
| JPM JPMorgan Chase & Co. | 0.38% | 61,535 | $20.1M | Reduce -11.9% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.37% | 565,209 | $19.6M | Reduce -13.4% |
| CGCP Cap Group Core Plus Income | 0.37% | 871,667 | $19.4M | Add +16.5% |
| FTSD Franklin Short Duration U.S. | 0.36% | 210,011 | $19.0M | Add +5.4% |
| AVGO Broadcom Inc. | 0.36% | 50,093 | $18.9M | Reduce -4.2% |
| IWB iShares Russell 1000 ETF | 0.36% | 46,059 | $18.9M | Reduce -2.9% |
| CAOS Alpha Architect Tail Risk | 0.36% | 207,580 | $18.8M | Add +11.1% |
| USFR Wisdomtree Floating Rate Tre | 0.34% | 359,365 | $18.1M | Add +0.4% |
| BALT Inn Defined Wealth Shield | 0.34% | 525,929 | $18.0M | Add +66.6% |
| QSPT FT Vest Nasdaq-100 Buffer Et | 0.34% | 516,910 | $18.0M | Reduce -5.6% |
| GOOGL Alphabet Inc. Class A | 0.33% | 49,118 | $17.6M | Reduce -20.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.33% | 216,504 | $17.4M | Reduce -0.7% |
| TSLA Tesla Inc. | 0.33% | 41,216 | $17.3M | Add +3.1% |
| SCHG Schwab US Large-Cap Growth | 0.32% | 493,453 | $16.7M | Reduce -0.9% |
| PHYS Sprott Physical Gold Trust | 0.31% | 545,634 | $16.5M | Add +1.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.30% | 73,598 | $16.0M | Reduce -38.9% |
| SUB iShares Short-Term National | 0.30% | 146,517 | $15.6M | Add +26.2% |
| MU Micron Technology Inc. | 0.29% | 13,250 | $15.3M | Reduce -21.4% |
| SMH Vaneck Semiconductor ETF | 0.28% | 22,656 | $14.9M | Reduce -11.5% |
| IGE iShares North American Natur | 0.28% | 261,750 | $14.7M | Add +13.8% |
| HD Home Depot Inc. | 0.28% | 41,673 | $14.7M | Reduce -20.7% |
| BKLN Invesco Senior Loan ETF | 0.28% | 715,314 | $14.6M | Add +17.9% |
| NTSI Wisdomtree International Eff | 0.27% | 309,093 | $14.4M | Add +3.9% |
| GOOG Alphabet Inc. Class C | 0.27% | 40,702 | $14.4M | Reduce -9.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.27% | 120,854 | $14.4M | Reduce -1.3% |
| SDVY First Trust Smid Cap Rising | 0.26% | 323,604 | $14.0M | Add +1.5% |
| FAUG FT Vest U.S. Equity Buffer E | 0.26% | 245,697 | $13.9M | Add +4.6% |
| JEPI JPMorgan Equity Premium Inco | 0.26% | 240,849 | $13.6M | Reduce -42.4% |
| IXUS iShares Core Intl Stock ETF | 0.26% | 140,901 | $13.4M | Add +7.7% |
| VRIG Invesco Variable Rate Invest | 0.25% | 536,030 | $13.4M | Add +5.1% |
| USRT iShares Core US REIT ETF | 0.25% | 200,743 | $13.3M | Add +13.3% |
| GLDM SPDR Gold Minishares Trust | 0.25% | 164,826 | $13.1M | Add +0.7% |
| IFRA iShares US Infrastructure | 0.25% | 205,700 | $13.0M | Add +13.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 25,840 | $12.9M | Reduce -16.7% |
| ABBV Abbvie Inc. | 0.24% | 50,422 | $12.7M | Reduce -4.3% |
| RSP Invesco S&P 500 Equal Weight | 0.24% | 59,240 | $12.6M | Reduce -27.7% |
| PAVE Global X US Infrastructure | 0.24% | 211,492 | $12.5M | Add +3.5% |
| CAT Caterpillar Inc. | 0.23% | 11,613 | $12.4M | Reduce -26.5% |
| LLY Eli Lilly & Co. | 0.23% | 10,304 | $12.4M | Add +0.1% |
| RDVY First Trust Rising Dividend | 0.23% | 149,633 | $12.1M | Add +3.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.23% | 199,255 | $12.1M | Add +2.6% |
| WINN Harbor Long-Term Growers ETF | 0.23% | 371,874 | $12.1M | Reduce -4.6% |
| QUAL iShares MSCI USA Quality Fac | 0.22% | 53,676 | $11.8M | Add +2.9% |
| RSPN Invesco S&P 500 Equal Weight | 0.21% | 175,887 | $11.3M | Add +1.3% |
| ALAB Astera Labs Inc. | 0.21% | 22,845 | $11.0M | Add +0.9% |
| AVXC Avantis Emg MKT Ex China ETF | 0.21% | 128,604 | $11.0M | Reduce -4.0% |
| DGRW Wisdomtree U.S. Quality Divi | 0.21% | 114,868 | $11.0M | Reduce -1.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.21% | 36,007 | $10.9M | Reduce -3.0% |
| GLD SPDR Gold Shares | 0.21% | 29,374 | $10.8M | Reduce -1.5% |
| TBLL Invesco Short Term Treasury | 0.20% | 101,303 | $10.7M | Reduce -6.2% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $1.7M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | 20,274 | $1.2M | Reduce -2.5% |
| NEXTERA ENERGY INC (NEE 7.234 11/01/27) | UNIT 11/01/2027 | 9,291 | $464K | Reduce -0.5% |
| NUCLW Eagle Nuclear Energy Corp. | *W EXP 02/25/203 | 11,938 | $17K | No change |
Total filed on the 13F, all lines: $5.3B.
Portfolio Sells Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -48.3% | 1.24% | −0.90 |
| SGOV iShares 0-3 Month Treasury B | Reduce -97.6% | 0.02% | −0.82 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.35 |
| GSY Invesco Ultra Short Duration | Reduce -98.2% | 0.01% | −0.30 |
| PULS Pgim Ultra Short Bond ETF | Reduce -74.6% | 0.09% | −0.29 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -67.5% | 0.14% | −0.21 |
| DFUS Dimensional US Eq MKT ETF | Reduce -69.7% | 0.11% | −0.21 |
| AAPL Apple Inc. | Reduce -24.4% | 1.09% | −0.21 |
| JEPI JPMorgan Equity Premium Inco | Reduce -42.4% | 0.26% | −0.20 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -84.8% | 0.04% | −0.20 |
| IEF iShares 7-10 Year Treasury B | Reduce -5.9% | 1.81% | −0.18 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -54.2% | 0.14% | −0.17 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -70.7% | 0.07% | −0.16 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -38.9% | 0.30% | −0.16 |
| MSFT Microsoft Corp. | Reduce -19.1% | 0.60% | −0.16 |
| LRCX Lam Research Corp. | Reduce -91.5% | 0.03% | −0.14 |
| RSBA Retrn Stckd BD & MRGR Ar ETF | Reduce -66.0% | 0.07% | −0.13 |
| JSI JH Securitized Income ETF | Sold out | 0.00% | −0.12 |
| XLI SS Industrial Select Sector | Reduce -75.5% | 0.04% | −0.11 |
| EFA iShares MSCI Eafe ETF | Reduce -48.0% | 0.13% | −0.11 |
| CGUI Cap Group Ultra Short Income | Reduce -66.1% | 0.05% | −0.10 |
| BFC Bank First Corp. | Sold out | 0.00% | −0.10 |
| IGLB iShares 10+ Year Inv GR Corp. | Reduce -85.7% | 0.02% | −0.09 |
| SLV iShares Silver Trust | Reduce -7.0% | 0.18% | −0.07 |
| WCN Waste Connections Inc. | Sold out | 0.00% | −0.07 |
| VNLA Janus Henderson Short Durati | Sold out | 0.00% | −0.07 |
| RSP Invesco S&P 500 Equal Weight | Reduce -27.7% | 0.24% | −0.07 |
| AIRR First Trust Rba American Ind | Reduce -69.3% | 0.04% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -24.3% | 1.02% | −0.06 |
| PH Parker Hannifin Corp. | Reduce -94.4% | 0.00% | −0.06 |
| DFAI Dimensional International Co. | Reduce -88.3% | 0.01% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -28.3% | 0.11% | −0.06 |
| JMST JPM Ultra-Short Muni Income | Reduce -49.3% | 0.06% | −0.06 |
| HD Home Depot Inc. | Reduce -20.7% | 0.28% | −0.06 |
| V Visa Inc. Class A | Reduce -31.1% | 0.18% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -15.0% | 1.13% | −0.06 |
| MCO Moody's Corp. | Sold out | 0.00% | −0.05 |
| RSPA Invesco S&P 500 Ew Income Ad | Reduce -60.0% | 0.04% | −0.05 |
| PGR Progressive Corp. | Reduce -85.5% | 0.01% | −0.05 |
| JSML Janus Hender SM Cap GRW Alph | Reduce -83.0% | 0.01% | −0.04 |
| GLD SPDR Gold Shares | Reduce -1.5% | 0.21% | −0.04 |
| XLP SS Consumer Staples Sel Sect | Reduce -60.2% | 0.03% | −0.04 |
| CVX Chevron Corp. | Reduce -11.9% | 0.10% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -16.7% | 0.25% | −0.04 |
| NFLX Netflix Inc. | Reduce -31.4% | 0.04% | −0.04 |
| IWR iShares Russell Mid-Cap ETF | Reduce -84.4% | 0.01% | −0.04 |
| EEM iShares MSCI Emerging Market | Reduce -65.7% | 0.03% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -10.2% | 0.11% | −0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -48.6% | 0.03% | −0.03 |
| ILDR First Trust Innovation Leade | Sold out | 0.00% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| SCHP Schwab U.S. Tips ETF | Add +47.8% | 1.05% | +0.32 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +1.1% | 1.94% | +0.29 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +4.1% | 1.58% | +0.21 |
| CLSE Convergence Long/Short Eqy | New | 0.17% | +0.17 |
| ALAB Astera Labs Inc. | Add +0.9% | 0.21% | +0.16 |
| NTSX Wisdomtree US Efficient Core | Add +4.4% | 1.16% | +0.15 |
| BALT Inn Defined Wealth Shield | Add +66.6% | 0.34% | +0.14 |
| STIP iShares 0-5 Year Tips Bond E | Add +9.4% | 2.56% | +0.13 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +2.4% | 1.36% | +0.12 |
| JIVE JPM Interntl Value ETF | New | 0.12% | +0.12 |
| CGGR Cap Group Growth Equity | Add +6.3% | 0.62% | +0.11 |
| IJR iShares Core S&P Small-Cap E | Add +11.2% | 0.46% | +0.10 |
| UYLD Angel Oak Ultrashort Income | Add +2031.5% | 0.11% | +0.10 |
| VEU Vanguard Ftse All-World Ex-U | Add +7.9% | 0.67% | +0.10 |
| MUB iShares National Muni Bond E | Add +10.4% | 1.18% | +0.10 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +2.7% | 0.85% | +0.08 |
| AVUV Avantis US Small Cap Value | Add +1.8% | 0.76% | +0.08 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +3.5% | 0.41% | +0.08 |
| IJH iShares Core S&P Midcap ETF | Add +5.3% | 0.47% | +0.07 |
| VYM Vanguard High DVD Yield ETF | Add +1.2% | 1.20% | +0.06 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +3.9% | 0.48% | +0.06 |
| SPMO Invesco S&P 500 Momentum ETF | Add +4.8% | 0.18% | +0.06 |
| FSEP FT Vest U.S. Equity Buffer E | Add +1.1% | 0.78% | +0.06 |
| SUB iShares Short-Term National | Add +26.2% | 0.30% | +0.06 |
| LLY Eli Lilly & Co. | Add +0.1% | 0.23% | +0.05 |
| TBUX T Rowe Price Ultra Short-Ter | Add +789.8% | 0.06% | +0.05 |
| USRT iShares Core US REIT ETF | Add +13.3% | 0.25% | +0.05 |
| SPAB SS SPDR P Agg Bond ETF | Add +6.3% | 1.55% | +0.05 |
| AGG iShares Core U.S. Aggregate | Add +9.0% | 0.83% | +0.05 |
| AVLV Avantis US Large Cap Value | Add +131.6% | 0.07% | +0.05 |
| IFRA iShares US Infrastructure | Add +13.8% | 0.25% | +0.04 |
| CGCP Cap Group Core Plus Income | Add +16.5% | 0.37% | +0.04 |
| SCZ iShares MSCI Eafe Small-Cap | Add +4.4% | 0.66% | +0.04 |
| HFMF Unlmted HFMF Mnged Ftres ETF | Add +452.0% | 0.05% | +0.04 |
| TSLA Tesla Inc. | Add +3.1% | 0.33% | +0.04 |
| RDVY First Trust Rising Dividend | Add +3.3% | 0.23% | +0.04 |
| BKLN Invesco Senior Loan ETF | Add +17.9% | 0.28% | +0.04 |
| QTUM Defiance Quantum ETF | Add +2.6% | 0.10% | +0.04 |
| IXUS iShares Core Intl Stock ETF | Add +7.7% | 0.26% | +0.03 |
| PAVE Global X US Infrastructure | Add +3.5% | 0.24% | +0.03 |
| CARY Angel Oak Income ETF | Add +47.1% | 0.11% | +0.03 |
| SPCX Space Exploration Techn Class A | New | 0.03% | +0.03 |
| PVAL Putnam Focused LRG Cap Value | Add +92.0% | 0.06% | +0.03 |
| QUAL iShares MSCI USA Quality Fac | Add +2.9% | 0.22% | +0.03 |
| GRID First TRST Nasd Class Edg Sgiif | Add +3.3% | 0.18% | +0.03 |
| FAUG FT Vest U.S. Equity Buffer E | Add +4.6% | 0.26% | +0.03 |
| GEQ Cambria Global Ew 2 ETF | New | 0.03% | +0.03 |
| SNOW Snowflake Inc. | Add +0.5% | 0.07% | +0.03 |
| CAOS Alpha Architect Tail Risk | Add +11.1% | 0.36% | +0.03 |
| ATCL Rex Autocallable Income ETF | New | 0.03% | +0.03 |
Notes & Other Activity Q1 2026 → Q2 2026
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | Reduce -2.5% | 20,274 | $1.2M |
| NEXTERA ENERGY INC (NEE 7.234 11/01/27) | UNIT 11/01/2027 | Reduce -0.5% | 9,291 | $464K |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Sold out | 188 | $217Kbefore 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 | 1,081 | $5.3B | SPYM, SPTM, VTI, STIP, SPSM |
| Q1 2026 | 1,069 | $5.1B | SPYM, SPTM, VTI, STIP, SPY |
| Q4 2025 | 1,063 | $5.1B | SPYM, SPTM, VTI, STIP, SPY |
| Q3 2025 | 1,013 | $4.8B | SPYM, SPTM, VTI, SPY, STIP |
| Q2 2025 | 967 | $4.4B | SPYM, SPTM, VTI, SPY, STIP |
| Q1 2025 | 902 | $3.7B | SPYM, SPTM, VTI, STIP, SPY |
| Q4 2024 | 887 | $3.6B | SPYM, SPTM, SPY, VTI, STIP |
| Q3 2024 | 871 | $3.5B | SPYM, SPTM, SPY, VTI, STIP |
| Q2 2024 | 821 | $3.2B | SPYM, SPTM, VTI, SPY, STIP |
| Q1 2024 | 798 | $3.0B | SPYM, SPTM, VTI, SPY, STIP |