Wealthcare Advisory Partners LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Wealthcare Advisory Partners LLC reported 1,063 stock positions worth $5.1 billion. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 6.8% of the portfolio, followed by SS SPDR P S&P 1500 Comp ETF (SPTM, 4.1%) and VG Morningstar TS MKT ETF-US (VTI, 2.3%). Compared with Q3 2025, it opened 106 new positions, sold out of 56, added to 527 and reduced 382. The biggest buy was Vanguard High DVD Yield ETF (VYM, shares +160%) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CHESTER, PA
- CIK
- 0001683059
- Portfolio Value
- $5.1B (Q4 2025)
- SEC Filing
- 0001951757-26-000085 ↗ filed Jan 14, 2026
Holdings Value
Holdings 1,063 stocks · $5.1B
| SPYM Ste STR SPDR PT S&P 500 ETF | 6.83% | 4,330,088 | $347.4M | Add +0.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 4.12% | 2,542,112 | $209.7M | Reduce -3.2% |
| VTI VG Morningstar TS MKT ETF-US | 2.34% | 355,564 | $119.2M | Reduce -3.0% |
| STIP iShares 0-5 Year Tips Bond E | 2.31% | 1,148,502 | $117.6M | Add +8.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.31% | 172,209 | $117.4M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 1.84% | 149,344 | $93.7M | Reduce -1.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.55% | 1,682,637 | $78.8M | Add +2.4% |
| NVDA Nvidia Corp. | 1.55% | 421,676 | $78.6M | Reduce -1.1% |
| IEF iShares 7-10 Year Treasury B | 1.45% | 767,465 | $73.8M | Add +11.9% |
| AAPL Apple Inc. | 1.43% | 267,241 | $72.7M | Add +19.3% |
| SPAB SS SPDR P Agg Bond ETF | 1.42% | 2,798,135 | $72.1M | Add +11.8% |
| FBND Fidelity Total Bond ETF | 1.36% | 1,504,259 | $69.3M | Add +4.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.27% | 1,114,253 | $64.5M | Add +4.8% |
| DFAC Dimensional US Core Equity 2 | 1.21% | 1,548,995 | $61.3M | Add +2.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.17% | 96,619 | $59.4M | Reduce -1.5% |
| MUB iShares National Muni Bond E | 1.12% | 533,437 | $57.1M | Add +14.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.11% | 1,273,831 | $56.6M | Add +0.7% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.06% | 1,236,233 | $53.9M | Add +8.1% |
| NTSX Wisdomtree US Efficient Core | 1.00% | 932,701 | $51.1M | Reduce -0.9% |
| MSFT Microsoft Corp. | 1.00% | 104,969 | $50.8M | Add +9.3% |
| IVV iShares Core S&P 500 ETF | 0.90% | 66,926 | $45.8M | Add +2.7% |
| VYM Vanguard High DVD Yield ETF | 0.90% | 319,399 | $45.8M | Add +160.0% |
| SGOV iShares 0-3 Month Treasury B | 0.77% | 389,051 | $39.1M | Add +155.8% |
| AGG iShares Core U.S. Aggregate | 0.76% | 386,240 | $38.6M | Reduce -7.7% |
| SCHP Schwab U.S. Tips ETF | 0.74% | 1,422,321 | $37.7M | Add +10.3% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.72% | 765,477 | $36.8M | Add +4.3% |
| VEA Vanguard Ftse Developed ETF | 0.71% | 577,144 | $36.1M | Reduce -5.1% |
| COWZ Pacer US Cash Cows 100 ETF | 0.67% | 568,262 | $34.2M | Add +3.2% |
| AVUV Avantis US Small Cap Value | 0.67% | 333,389 | $34.0M | Add +5.6% |
| SCZ iShares MSCI Eafe Small-Cap | 0.62% | 403,688 | $31.3M | Add +2.5% |
| SHM SS SPDR N Ice St Muni ETF | 0.58% | 617,481 | $29.6M | Reduce -5.7% |
| CGGR Cap Group Growth Equity | 0.53% | 612,086 | $27.2M | Reduce -36.9% |
| IBDU iShares Ibonds Dec 2029 Term | 0.53% | 1,145,131 | $26.8M | Add +2.6% |
| AMZN Amazon.com Inc. | 0.52% | 115,628 | $26.7M | Add +12.1% |
| DFIC Dimensional International Co. | 0.51% | 757,905 | $26.1M | Add +2.4% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.48% | 539,613 | $24.7M | Reduce -8.0% |
| JPIE JPMorgan Income ETF | 0.48% | 532,785 | $24.7M | Add +3.6% |
| VIG Vanguard Dividend Apprec ETF | 0.48% | 111,977 | $24.6M | Reduce -0.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.48% | 332,769 | $24.5M | Reduce -2.2% |
| SCHD Schwab US DVD Equity ETF | 0.46% | 850,937 | $23.3M | Reduce -45.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.46% | 121,482 | $23.2M | Reduce -1.2% |
| IJR iShares Core S&P Small-Cap E | 0.45% | 189,815 | $22.8M | Reduce -23.5% |
| JPM JPMorgan Chase & Co. | 0.44% | 70,018 | $22.6M | Add +25.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.44% | 213,781 | $22.1M | Add +1.2% |
| BKLN Invesco Senior Loan ETF | 0.43% | 1,043,541 | $21.9M | Reduce -3.2% |
| IWY iShares Russell Top 200 Grow | 0.43% | 78,664 | $21.8M | Add +0.1% |
| PYLD PIMCO Multisector Bond Actv | 0.42% | 800,980 | $21.4M | Add +9.7% |
| IJH iShares Core S&P Midcap ETF | 0.42% | 322,208 | $21.3M | Add +0.7% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.41% | 147,312 | $20.8M | Reduce -4.0% |
| ANGL Vaneck Fallen Angel High YLD | 0.39% | 671,370 | $19.7M | Add +2.7% |
| SMMD iShares Russell 2500 ETF | 0.38% | 259,949 | $19.5M | Add +3.8% |
| GOOGL Alphabet Inc. Class A | 0.38% | 61,604 | $19.3M | Reduce -1.6% |
| QQQM Invesco Nasdaq 100 ETF | 0.36% | 73,040 | $18.5M | Add +4.8% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.36% | 617,695 | $18.3M | Add +24.4% |
| CAOS Alpha Architect Tail Risk | 0.35% | 197,940 | $17.8M | Add +7.3% |
| AVGO Broadcom Inc. | 0.35% | 51,028 | $17.7M | Add +5.1% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.35% | 253,082 | $17.6M | Add +2.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.34% | 35,487 | $17.3M | Reduce -0.5% |
| BALT Inn Defined Wealth Shield | 0.33% | 499,408 | $16.7M | Add +1.5% |
| PHYS Sprott Physical Gold Trust | 0.33% | 506,481 | $16.7M | Add +0.2% |
| USFR Wisdomtree Floating Rate Tre | 0.33% | 331,094 | $16.7M | Add +10.8% |
| IWB iShares Russell 1000 ETF | 0.33% | 44,467 | $16.6M | Reduce -1.3% |
| TSLA Tesla Inc. | 0.33% | 36,880 | $16.6M | Add +73.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 32,528 | $16.4M | Add +26.2% |
| JEPI JPMorgan Equity Premium Inco | 0.32% | 283,836 | $16.2M | Add +3.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.32% | 221,999 | $16.1M | Reduce -0.9% |
| SCHG Schwab US Large-Cap Growth | 0.32% | 491,800 | $16.0M | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.31% | 69,377 | $15.9M | Add +49.8% |
| PULS Pgim Ultra Short Bond ETF | 0.31% | 318,137 | $15.8M | Add +26.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.31% | 54,126 | $15.7M | Reduce -2.5% |
| RSP Invesco S&P 500 Equal Weight | 0.31% | 81,913 | $15.7M | Reduce -2.8% |
| JNJ Johnson & Johnson | 0.31% | 75,180 | $15.6M | Add +4.0% |
| MBB iShares MBS ETF | 0.30% | 160,582 | $15.3M | Add +1740.1% |
| HD Home Depot Inc. | 0.30% | 44,423 | $15.3M | Add +16.5% |
| VGLT Vanguard Long-Term Treasury | 0.29% | 268,447 | $15.0M | Add +4.4% |
| CGCP Cap Group Core Plus Income | 0.29% | 660,083 | $14.9M | Add +27.8% |
| GLDM SPDR Gold Minishares Trust | 0.29% | 172,716 | $14.7M | Add +8.9% |
| XOM Exxon Mobil Corp. | 0.29% | 121,510 | $14.6M | Add +3.2% |
| JAAA Janus Henderson Aaa Clo ETF | 0.29% | 286,931 | $14.5M | Add +7.2% |
| V Visa Inc. Class A | 0.28% | 41,350 | $14.5M | Add +8.6% |
| GOOG Alphabet Inc. Class C | 0.28% | 45,014 | $14.1M | Add +12.1% |
| GSY Invesco Ultra Short Duration | 0.27% | 278,063 | $14.0M | Add +27.8% |
| NTSI Wisdomtree International Eff | 0.26% | 296,301 | $13.1M | Add +2.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.25% | 120,989 | $12.9M | Add +3.6% |
| VRIG Invesco Variable Rate Invest | 0.25% | 512,330 | $12.9M | Add +6.6% |
| QUAL iShares MSCI USA Quality Fac | 0.24% | 61,339 | $12.2M | Reduce -0.4% |
| WINN Harbor Long-Term Growers ETF | 0.24% | 389,942 | $12.1M | Add +4.3% |
| SLV iShares Silver Trust | 0.24% | 187,704 | $12.1M | Add +49.2% |
| SDVY First Trust Smid Cap Rising | 0.24% | 313,127 | $12.0M | Add +1.6% |
| GLD SPDR Gold Shares | 0.23% | 29,832 | $11.8M | Add +11.4% |
| META Meta Platforms Inc. Class A | 0.23% | 17,796 | $11.7M | Add +14.8% |
| EFA iShares MSCI Eafe ETF | 0.23% | 122,318 | $11.7M | Add +3.4% |
| SPGP Invesco S&P 500 Garp ETF | 0.23% | 102,704 | $11.7M | Reduce -45.4% |
| FAUG FT Vest U.S. Equity Buffer E | 0.23% | 220,086 | $11.7M | Add +4.3% |
| LLY Eli Lilly & Co. | 0.23% | 10,838 | $11.6M | Add +3.1% |
| DRSK Aptus Defined Risk ETF | 0.23% | 403,302 | $11.5M | Add +7.3% |
| VNQ Vanguard Real Estate ETF | 0.22% | 126,626 | $11.2M | Reduce -24.3% |
| TBLL Invesco Short Term Treasury | 0.22% | 105,538 | $11.2M | Reduce -2.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.21% | 121,268 | $10.8M | Add +43.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.21% | 188,570 | $10.7M | Add +8.2% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $2.0M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | 17,216 | $1.4M | Add +22.2% |
| NEXTERA ENERGY INC (NEE 7.234 11/01/27) | UNIT 11/01/2027 | 9,216 | $448K | Reduce -0.3% |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 188 | $228K | Add +0.5% |
Total filed on the 13F, all lines: $5.1B.
Portfolio Sells Q3 2025 → Q4 2025
| SCHD Schwab US DVD Equity ETF | Reduce -45.6% | 0.46% | −0.43 |
| CGGR Cap Group Growth Equity | Reduce -36.9% | 0.53% | −0.35 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -3.2% | 4.12% | −0.29 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -45.4% | 0.23% | −0.22 |
| IJR iShares Core S&P Small-Cap E | Reduce -23.5% | 0.45% | −0.17 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.0% | 2.34% | −0.16 |
| GUNR NT Mstar GLBL NR ETF | Reduce -72.5% | 0.05% | −0.12 |
| AGG iShares Core U.S. Aggregate | Reduce -7.7% | 0.76% | −0.12 |
| NVDA Nvidia Corp. | Reduce -1.1% | 1.55% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 2.31% | −0.10 |
| CGUS Cap Group Core Equity | Reduce -41.7% | 0.13% | −0.10 |
| VNQ Vanguard Real Estate ETF | Reduce -24.3% | 0.22% | −0.10 |
| VOO Vanguard S&P 500 ETF | Reduce -1.4% | 1.84% | −0.09 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -5.7% | 0.58% | −0.08 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -8.0% | 0.48% | −0.07 |
| RDFI Rareview Dynamic Fixed Incom | Sold out | 0.00% | −0.06 |
| BXSL Blackstone Secured Lending F | Reduce -88.9% | 0.01% | −0.06 |
| CRDT Simplify Opportunistic Inc. | Sold out | 0.00% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.5% | 1.17% | −0.06 |
| FSK FS KKR Capital Corp. | Reduce -67.5% | 0.03% | −0.06 |
| KMLM Kraneshares MT LC MN FT Id S | Sold out | 0.00% | −0.05 |
| NTSX Wisdomtree US Efficient Core | Reduce -0.9% | 1.00% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.1% | 0.71% | −0.05 |
| XLK SS Technology Select Sector | Reduce -14.9% | 0.19% | −0.04 |
| BKLN Invesco Senior Loan ETF | Reduce -3.2% | 0.43% | −0.04 |
| BX Blackstone Inc. | Reduce -24.2% | 0.07% | −0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -19.4% | 0.10% | −0.03 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -4.0% | 0.41% | −0.03 |
| VT Vanguard Tot World STK ETF | Reduce -28.6% | 0.07% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.5% | 0.31% | −0.03 |
| BRO Brown & Brown Inc. | Reduce -46.6% | 0.02% | −0.03 |
| PDI PIMCO Dynamic Income Fund | Reduce -0.9% | 0.14% | −0.03 |
| PM Philip Morris International | Reduce -33.4% | 0.04% | −0.03 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -2.2% | 0.48% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.8% | 0.31% | −0.02 |
| ALAB Astera Labs Inc. | Reduce -1.1% | 0.09% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -32.1% | 0.04% | −0.02 |
| IUSG iShares Core S&P U.S. Growth | Reduce -13.2% | 0.12% | −0.02 |
| DFUS Dimensional US Eq MKT ETF | Reduce -16.3% | 0.10% | −0.02 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -15.1% | 0.09% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.2% | 0.46% | −0.02 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -12.5% | 0.10% | −0.02 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -7.3% | 0.13% | −0.02 |
| BSJP Invesco Bulletshares 2025 HY | Sold out | 0.00% | −0.02 |
| MO Altria Group Inc. | Reduce -15.2% | 0.05% | −0.02 |
| OKE Oneok Inc. | Reduce -59.8% | 0.01% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.3% | 0.48% | −0.02 |
| GDE Wisdomtree Efficient Gold PL | Reduce -12.5% | 0.16% | −0.02 |
| NJR New Jersey Resources Corp. | Sold out | 0.00% | −0.02 |
| BTI British American Tob-SP ADR | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| VYM Vanguard High DVD Yield ETF | Add +160.0% | 0.90% | +0.54 |
| SGOV iShares 0-3 Month Treasury B | Add +155.8% | 0.77% | +0.45 |
| MBB iShares MBS ETF | Add +1740.1% | 0.30% | +0.28 |
| AAPL Apple Inc. | Add +19.3% | 1.43% | +0.24 |
| TSLA Tesla Inc. | Add +73.1% | 0.33% | +0.13 |
| SLV iShares Silver Trust | Add +49.2% | 0.24% | +0.13 |
| IGE iShares North American Natur | New | 0.12% | +0.12 |
| SMLF iShares US Smallcap Equity F | New | 0.12% | +0.12 |
| QLD Proshares Ultra QQQ | New | 0.12% | +0.12 |
| USRT iShares Core US REIT ETF | New | 0.11% | +0.11 |
| SSO Proshares Ultra S&P500 | New | 0.11% | +0.11 |
| LOW Lowe's Cos Inc. | Add +264.4% | 0.14% | +0.10 |
| CGUI Cap Group Ultra Short Income | New | 0.10% | +0.10 |
| ABBV Abbvie Inc. | Add +49.8% | 0.31% | +0.09 |
| MUB iShares National Muni Bond E | Add +14.3% | 1.12% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +25.1% | 0.44% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +12.1% | 0.28% | +0.07 |
| SUB iShares Short-Term National | Add +64.8% | 0.20% | +0.07 |
| IEF iShares 7-10 Year Treasury B | Add +11.9% | 1.45% | +0.07 |
| AMGN Amgen Inc. | Add +77.7% | 0.14% | +0.07 |
| TYLD Cambria Tactical Yield ETF | New | 0.07% | +0.07 |
| SPAB SS SPDR P Agg Bond ETF | Add +11.8% | 1.42% | +0.07 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +384.4% | 0.09% | +0.07 |
| CARY Angel Oak Income ETF | Add +1125.8% | 0.07% | +0.06 |
| PSLV Sprott Physical Silver Trust | Add +16.4% | 0.16% | +0.06 |
| UWM Proshares Ultra RUSSELL2000 | New | 0.06% | +0.06 |
| LLY Eli Lilly & Co. | Add +3.1% | 0.23% | +0.06 |
| DIS The Walt Disney Co. | Add +118.7% | 0.12% | +0.06 |
| IEFA iShares Core MSCI Eafe ETF | Add +43.3% | 0.21% | +0.06 |
| CGDV Cap Group Dividend Value | Add +8.1% | 1.06% | +0.06 |
| REMX Vaneck Rar Earth ND STG-Usdi | Add +630.7% | 0.06% | +0.06 |
| AMZN Amazon.com Inc. | Add +12.1% | 0.52% | +0.05 |
| CGXU Cap Group Intl Focus | Add +24.4% | 0.36% | +0.05 |
| QTUM Defiance Quantum ETF | Add +399.4% | 0.07% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +26.2% | 0.32% | +0.05 |
| CGCP Cap Group Core Plus Income | Add +27.8% | 0.29% | +0.05 |
| PULS Pgim Ultra Short Bond ETF | Add +26.6% | 0.31% | +0.05 |
| RWL Invesco S&P 500 Revenue ETF | Add +34.5% | 0.21% | +0.05 |
| FDX FedEx Corp. | Add +491.6% | 0.06% | +0.05 |
| JSML Janus Hender SM Cap GRW Alph | New | 0.05% | +0.05 |
| GSY Invesco Ultra Short Duration | Add +27.8% | 0.27% | +0.05 |
| SYK Stryker Corp. | Add +265.2% | 0.06% | +0.04 |
| IXUS iShares Core Intl Stock ETF | Add +41.2% | 0.16% | +0.04 |
| ABT Abbott Laboratories | Add +135.1% | 0.07% | +0.04 |
| GLDM SPDR Gold Minishares Trust | Add +8.9% | 0.29% | +0.04 |
| GLD SPDR Gold Shares | Add +11.4% | 0.23% | +0.03 |
| RTX RTX Corp. | Add +61.3% | 0.08% | +0.03 |
| CMI Cummins Inc. | Add +64.1% | 0.07% | +0.03 |
| BPRE Bluerock Private Real Estate | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +4.8% | 0.18% | +0.03 |
Notes & Other Activity Q3 2025 → Q4 2025
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | Add +22.2% | 17,216 | $1.4M |
| NEXTERA ENERGY INC (NEE 7.234 11/01/27) | UNIT 11/01/2027 | Reduce -0.3% | 9,216 | $448K |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +0.5% | 188 | $228K |
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | Sold out | 10,517 | $820before 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 |