Wealthcare Advisory Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Wealthcare Advisory Partners LLC reported 967 stock positions worth $4.4 billion. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 7.1% of the portfolio, followed by SS SPDR P S&P 1500 Comp ETF (SPTM, 4.4%) and VG Morningstar TS MKT ETF-US (VTI, 2.6%). Compared with Q1 2025, it opened 105 new positions, sold out of 40, added to 538 and reduced 300. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +14%) and the biggest sale Eaton Vance Ult-SHRT Income (EVSB, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CHESTER, PA
- CIK
- 0001683059
- Portfolio Value
- $4.4B (Q2 2025)
- SEC Filing
- 0001951757-25-000905 ↗ filed Jul 22, 2025
Holdings Value
Holdings 967 stocks · $4.4B
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.13% | 4,299,447 | $312.5M | Add +14.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 4.45% | 2,603,310 | $195.0M | Add +19.8% |
| VTI VG Morningstar TS MKT ETF-US | 2.61% | 376,386 | $114.4M | Add +1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.45% | 173,976 | $107.5M | Add +0.8% |
| STIP iShares 0-5 Year Tips Bond E | 2.40% | 1,023,587 | $105.3M | Add +9.6% |
| VOO Vanguard S&P 500 ETF | 1.88% | 145,195 | $82.5M | Add +33.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.58% | 1,629,859 | $69.4M | Add +18.0% |
| NVDA Nvidia Corp. | 1.55% | 430,802 | $68.1M | Add +4.3% |
| SPAB SS SPDR P Agg Bond ETF | 1.39% | 2,385,485 | $61.1M | Add +7.3% |
| IEF iShares 7-10 Year Treasury B | 1.39% | 636,093 | $60.9M | Add +2.9% |
| FBND Fidelity Total Bond ETF | 1.38% | 1,325,768 | $60.7M | Add +15.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.33% | 105,862 | $58.4M | Add +18.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.28% | 1,031,994 | $56.1M | Add +10.1% |
| DFAC Dimensional US Core Equity 2 | 1.17% | 1,428,736 | $51.2M | Add +2.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.10% | 1,188,093 | $48.1M | Add +9.4% |
| MSFT Microsoft Corp. | 1.08% | 95,565 | $47.5M | Add +4.0% |
| AAPL Apple Inc. | 1.05% | 224,975 | $46.2M | Add +4.3% |
| NTSX Wisdomtree US Efficient Core | 1.05% | 920,204 | $46.1M | Add +1.8% |
| MUB iShares National Muni Bond E | 1.00% | 418,829 | $43.8M | Reduce -24.4% |
| IVV iShares Core S&P 500 ETF | 0.90% | 63,783 | $39.6M | Add +6.8% |
| AGG iShares Core U.S. Aggregate | 0.90% | 399,185 | $39.6M | Add +6.1% |
| SCHD Schwab US DVD Equity ETF | 0.89% | 1,479,211 | $39.2M | Add +0.8% |
| CGGR Cap Group Growth Equity | 0.88% | 947,838 | $38.5M | Add +7.7% |
| VEA Vanguard Ftse Developed ETF | 0.81% | 624,076 | $35.6M | Add +14.1% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.78% | 862,641 | $34.1M | Add +60.8% |
| SHM SS SPDR N Ice St Muni ETF | 0.72% | 657,896 | $31.5M | Add +11.6% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.70% | 703,585 | $30.8M | Add +1.6% |
| SCHP Schwab U.S. Tips ETF | 0.70% | 1,141,633 | $30.5M | Add +22.2% |
| COWZ Pacer US Cash Cows 100 ETF | 0.68% | 536,889 | $29.6M | Reduce -0.3% |
| SCZ iShares MSCI Eafe Small-Cap | 0.66% | 395,017 | $28.7M | Add +16.1% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.64% | 631,414 | $28.2M | Add +51.7% |
| IJR iShares Core S&P Small-Cap E | 0.60% | 240,184 | $26.2M | Add +19.6% |
| IBDU iShares Ibonds Dec 2029 Term | 0.57% | 1,062,464 | $24.8M | Add +8.4% |
| IJH iShares Core S&P Midcap ETF | 0.56% | 396,388 | $24.6M | Add +101.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.53% | 345,128 | $23.2M | Add +14.9% |
| DFIC Dimensional International Co. | 0.52% | 728,414 | $22.6M | Reduce -0.9% |
| VIG Vanguard Dividend Apprec ETF | 0.51% | 109,846 | $22.5M | Add +29.9% |
| JPIE JPMorgan Income ETF | 0.51% | 482,877 | $22.4M | Add +12.1% |
| USFR Wisdomtree Floating Rate Tre | 0.51% | 444,514 | $22.4M | Reduce -10.9% |
| AVUV Avantis US Small Cap Value | 0.50% | 240,820 | $21.9M | Add +93.4% |
| AMZN Amazon.com Inc. | 0.50% | 99,702 | $21.9M | Add +10.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.49% | 121,912 | $21.5M | Reduce -10.5% |
| BKLN Invesco Senior Loan ETF | 0.46% | 970,098 | $20.3M | Add +5.2% |
| IWY iShares Russell Top 200 Grow | 0.45% | 80,605 | $19.9M | Add +123.3% |
| SCHG Schwab US Large-Cap Growth | 0.45% | 677,934 | $19.8M | Add +12.6% |
| SPGP Invesco S&P 500 Garp ETF | 0.45% | 182,430 | $19.6M | Add +8.5% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.45% | 149,110 | $19.6M | Add +37.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.44% | 205,235 | $19.2M | Add +7.7% |
| ANGL Vaneck Fallen Angel High YLD | 0.42% | 627,875 | $18.4M | Add +3.2% |
| RSP Invesco S&P 500 Equal Weight | 0.40% | 96,204 | $17.5M | Add +5.7% |
| VYM Vanguard High DVD Yield ETF | 0.37% | 123,208 | $16.4M | Reduce -0.8% |
| FTSD Franklin Short Duration U.S. | 0.37% | 180,037 | $16.4M | Reduce -25.7% |
| TBIL F/M US Treasury 3 Month Bill | 0.37% | 324,665 | $16.2M | Reduce -16.6% |
| JPM JPMorgan Chase & Co. | 0.37% | 55,485 | $16.1M | Add +5.9% |
| JEPI JPMorgan Equity Premium Inco | 0.37% | 282,659 | $16.1M | Add +16.0% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.36% | 243,773 | $15.9M | Add +49.6% |
| IWB iShares Russell 1000 ETF | 0.36% | 46,149 | $15.7M | Add +16.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.35% | 35,128 | $15.4M | Add +27.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.35% | 54,673 | $15.3M | Add +18.7% |
| BALT Inn Defined Wealth Shield | 0.34% | 467,315 | $15.0M | Reduce -0.7% |
| VNQ Vanguard Real Estate ETF | 0.34% | 165,396 | $14.7M | Reduce -1.4% |
| CAOS Alpha Architect Tail Risk | 0.33% | 164,990 | $14.7M | Add +214.3% |
| HD Home Depot Inc. | 0.32% | 38,028 | $13.9M | Add +3.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.32% | 219,985 | $13.9M | Add +6.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.31% | 257,796 | $13.5M | Add +12.6% |
| V Visa Inc. Class A | 0.30% | 37,601 | $13.4M | Add +2.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.30% | 262,746 | $13.3M | Reduce -2.7% |
| AVGO Broadcom Inc. | 0.30% | 48,134 | $13.3M | Add +6.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 25,686 | $12.5M | Add +2.2% |
| PHYS Sprott Physical Gold Trust | 0.28% | 488,158 | $12.4M | Reduce -9.9% |
| SMMD iShares Russell 2500 ETF | 0.28% | 180,047 | $12.2M | Add +181.8% |
| PULS Pgim Ultra Short Bond ETF | 0.27% | 240,816 | $12.0M | Add +4.4% |
| TBLL Invesco Short Term Treasury | 0.27% | 112,576 | $11.9M | Add +21.6% |
| XOM Exxon Mobil Corp. | 0.27% | 108,418 | $11.7M | Add +3.6% |
| VGLT Vanguard Long-Term Treasury | 0.26% | 206,328 | $11.6M | Add +79.8% |
| NTSI Wisdomtree International Eff | 0.26% | 281,979 | $11.6M | Reduce -0.4% |
| ACIO Aptus Collared Invest Opp | 0.26% | 276,896 | $11.5M | New |
| QUAL iShares MSCI USA Quality Fac | 0.25% | 60,750 | $11.1M | Add +6.3% |
| DFUS Dimensional US Eq MKT ETF | 0.25% | 165,258 | $11.1M | Add +318.1% |
| META Meta Platforms Inc. Class A | 0.25% | 14,898 | $11.0M | Add +7.2% |
| JNJ Johnson & Johnson | 0.25% | 71,452 | $10.9M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 0.25% | 61,121 | $10.8M | Add +7.5% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.24% | 387,422 | $10.5M | Add +58.6% |
| SCHX Schwab US Large-Cap ETF | 0.24% | 424,364 | $10.4M | Add +21.4% |
| IWD iShares Russell 1000 Value E | 0.23% | 51,488 | $10.0M | Add +107.2% |
| CGCP Cap Group Core Plus Income | 0.22% | 437,070 | $9.8M | Add +14.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.22% | 102,676 | $9.8M | Add +2.4% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.22% | 264,366 | $9.8M | Add +12.7% |
| DRSK Aptus Defined Risk ETF | 0.22% | 337,108 | $9.7M | New |
| FAUG FT Vest U.S. Equity Buffer E | 0.22% | 195,667 | $9.6M | Add +1.7% |
| QQQM Invesco Nasdaq 100 ETF | 0.22% | 42,173 | $9.6M | Add +15.8% |
| DGRW Wisdomtree U.S. Quality Divi | 0.22% | 114,299 | $9.6M | Add +2.2% |
| SDVY First Trust Smid Cap Rising | 0.22% | 270,260 | $9.5M | Add +3.5% |
| XLK SS Technology Select Sector | 0.22% | 37,235 | $9.4M | Add +29.8% |
| EFA iShares MSCI Eafe ETF | 0.21% | 104,694 | $9.4M | Add +19.2% |
| GSY Invesco Ultra Short Duration | 0.21% | 186,440 | $9.3M | Add +37.2% |
| TFC Truist Financial Corp. | 0.21% | 211,369 | $9.1M | Reduce -8.4% |
| IWF iShares Russell 1000 Growth | 0.21% | 21,336 | $9.1M | Add +27.8% |
| PAVE Global X US Infrastructure | 0.21% | 206,427 | $9.0M | Add +59.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 37,474 | $8.9M | Add +32.0% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $1.9M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | 12,503 | $1.5M | New |
| NEXTERA ENERGY INC (NEE 7.234 11/01/27) | UNIT 11/01/2027 | 7,720 | $342K | Add +29.4% |
Total filed on the 13F, all lines: $4.4B.
Portfolio Sells Q1 2025 → Q2 2025
| EVSB Eaton Vance Ult-SHRT Income | Reduce -94.3% | 0.05% | −0.95 |
| MUB iShares National Muni Bond E | Reduce -24.4% | 1.00% | −0.57 |
| BND Vanguard Total Bond Market | Reduce -89.6% | 0.04% | −0.37 |
| SCHV Schwab US Large-Cap Value | Reduce -93.6% | 0.02% | −0.36 |
| IDEV iShares Core MSCI Dev MKTS | Sold out | 0.00% | −0.27 |
| FTSD Franklin Short Duration U.S. | Reduce -25.7% | 0.37% | −0.22 |
| USFR Wisdomtree Floating Rate Tre | Reduce -10.9% | 0.51% | −0.16 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -16.6% | 0.37% | −0.15 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -10.5% | 0.49% | −0.14 |
| HMOP Hartford Municipal Opp ETF | Reduce -40.5% | 0.14% | −0.14 |
| IEMG iShares Core MSCI Emerging | Reduce -89.4% | 0.01% | −0.13 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -0.3% | 0.68% | −0.12 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -88.9% | 0.01% | −0.10 |
| VTIP Vanguard Short-Term Tips | Reduce -80.7% | 0.01% | −0.08 |
| VNQ Vanguard Real Estate ETF | Reduce -1.4% | 0.34% | −0.07 |
| PHYS Sprott Physical Gold Trust | Reduce -9.9% | 0.28% | −0.07 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -2.7% | 0.30% | −0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -35.0% | 0.09% | −0.06 |
| SUB iShares Short-Term National | Reduce -23.6% | 0.12% | −0.06 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -11.1% | 0.13% | −0.06 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.8% | 0.37% | −0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -24.7% | 0.09% | −0.05 |
| BALT Inn Defined Wealth Shield | Reduce -0.7% | 0.34% | −0.05 |
| HYD Vaneck High Yield Muni ETF | Reduce -38.5% | 0.06% | −0.05 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -54.7% | 0.04% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -1.7% | 0.18% | −0.05 |
| VHT Vanguard Health Care ETF | Reduce -17.1% | 0.09% | −0.05 |
| TFC Truist Financial Corp. | Reduce -8.4% | 0.21% | −0.05 |
| UPS United Parcel Service Class B | Reduce -1.7% | 0.14% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -22.3% | 0.11% | −0.04 |
| SPHY SS SPDR P High Yield ETF | Reduce -85.4% | 0.01% | −0.04 |
| HTAB Hartford Schroders Tax Aware | Reduce -15.8% | 0.09% | −0.04 |
| XLE SS Energy Select Sector | Reduce -7.6% | 0.09% | −0.04 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -13.8% | 0.13% | −0.04 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -50.5% | 0.02% | −0.03 |
| GUNR NT Mstar GLBL NR ETF | Reduce -5.0% | 0.16% | −0.03 |
| SCHO Schwab Short-Term US Treas | Reduce -58.4% | 0.02% | −0.03 |
| DFIC Dimensional International Co. | Reduce -0.9% | 0.52% | −0.03 |
| VWOB Vanguard Emerg MKTS Gov BND | Sold out | 0.00% | −0.03 |
| IFRA iShares US Infrastructure | Reduce -8.7% | 0.16% | −0.03 |
| GXC State Street SPDR S&P China | Reduce -20.6% | 0.06% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -7.5% | 0.08% | −0.03 |
| AMGN Amgen Inc. | Reduce -2.6% | 0.08% | −0.03 |
| EMLC Vaneck JPM Em Local Curr BND | Sold out | 0.00% | −0.03 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Sold out | 0.00% | −0.03 |
| JMUB JPMorgan Municipal ETF | Reduce -33.8% | 0.03% | −0.03 |
| AVRE Avantis Real Estate ETF | Reduce -15.8% | 0.07% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -5.9% | 0.10% | −0.02 |
| NTSI Wisdomtree International Eff | Reduce -0.4% | 0.26% | −0.02 |
| DFAS Dimensional US Small Cap ETF | Reduce -34.7% | 0.04% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +14.3% | 7.13% | +0.49 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +19.8% | 4.45% | +0.48 |
| VOO Vanguard S&P 500 ETF | Add +33.0% | 1.88% | +0.38 |
| NVDA Nvidia Corp. | Add +4.3% | 1.55% | +0.35 |
| CGDV Cap Group Dividend Value | Add +60.8% | 0.78% | +0.26 |
| ACIO Aptus Collared Invest Opp | New | 0.26% | +0.26 |
| IJH iShares Core S&P Midcap ETF | Add +101.1% | 0.56% | +0.25 |
| IWY iShares Russell Top 200 Grow | Add +123.3% | 0.45% | +0.25 |
| DRSK Aptus Defined Risk ETF | New | 0.22% | +0.22 |
| CAOS Alpha Architect Tail Risk | Add +214.3% | 0.33% | +0.21 |
| AVUV Avantis US Small Cap Value | Add +93.4% | 0.50% | +0.21 |
| QQQ Invesco QQQ Trust Series 1 | Add +18.3% | 1.33% | +0.21 |
| DFUS Dimensional US Eq MKT ETF | Add +318.1% | 0.25% | +0.19 |
| SMMD iShares Russell 2500 ETF | Add +181.8% | 0.28% | +0.17 |
| MSFT Microsoft Corp. | Add +4.0% | 1.08% | +0.16 |
| SMH Vaneck Semiconductor ETF | Add +535.2% | 0.17% | +0.15 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +51.7% | 0.64% | +0.14 |
| GSEW Goldman Sachs Eql WGHT Large | New | 0.13% | +0.13 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +49.6% | 0.36% | +0.11 |
| VRP Invesco Variable Rate Prefer | Add +2329.3% | 0.11% | +0.11 |
| FLOT iShares Floating Rate Bond E | New | 0.11% | +0.11 |
| IWD iShares Russell 1000 Value E | Add +107.2% | 0.23% | +0.10 |
| AVGO Broadcom Inc. | Add +6.0% | 0.30% | +0.10 |
| WINN Harbor Long-Term Growers ETF | Add +125.3% | 0.17% | +0.10 |
| RSPN Invesco S&P 500 Equal Weight | Add +110.3% | 0.19% | +0.10 |
| VGLT Vanguard Long-Term Treasury | Add +79.8% | 0.26% | +0.09 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +99.5% | 0.20% | +0.08 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.08% | +0.08 |
| CGXU Cap Group Intl Focus | Add +58.6% | 0.24% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +27.0% | 0.35% | +0.08 |
| SCZ iShares MSCI Eafe Small-Cap | Add +16.1% | 0.66% | +0.08 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +18.0% | 1.58% | +0.07 |
| DIVO Amplify CWP Enhan Divid ETF | New | 0.07% | +0.07 |
| PAVE Global X US Infrastructure | Add +59.5% | 0.21% | +0.07 |
| VIG Vanguard Dividend Apprec ETF | Add +29.9% | 0.51% | +0.07 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +37.6% | 0.45% | +0.07 |
| CGGR Cap Group Growth Equity | Add +7.7% | 0.88% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +14.1% | 0.81% | +0.07 |
| CGHM Cap Group Muni High-Income | New | 0.06% | +0.06 |
| CSHI Neos Enhanced Income 1-3 Mon | Add +1004.2% | 0.07% | +0.06 |
| ORCL Oracle Corp. | Add +5.3% | 0.20% | +0.06 |
| RSPA Invesco S&P 500 Ew Income Ad | Add +399.9% | 0.07% | +0.06 |
| XLK SS Technology Select Sector | Add +29.8% | 0.22% | +0.06 |
| DFAX Dimensional World Ex US Core | Add +610.2% | 0.06% | +0.06 |
| JMST JPM Ultra-Short Muni Income | Add +83.9% | 0.14% | +0.05 |
| DFLV Dim US Large Cap Value ETF | Add +261.9% | 0.07% | +0.05 |
| SCHG Schwab US Large-Cap Growth | Add +12.6% | 0.45% | +0.05 |
| RWR SS SPDR Dow Jones REIT ETF | Add +145.1% | 0.09% | +0.05 |
| GRID First TRST Nasd Class Edg Sgiif | Add +46.5% | 0.13% | +0.05 |
| IWF iShares Russell 1000 Growth | Add +27.8% | 0.21% | +0.04 |
Notes & Other Activity Q1 2025 → Q2 2025
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | New | 12,503 | $1.5M |
| NEXTERA ENERGY INC (NEE 7.234 11/01/27) | UNIT 11/01/2027 | Add +29.4% | 7,720 | $342K |
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 |