World Investment Advisors
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 25, 2024), World Investment Advisors reported 895 stock positions worth $3.2 billion. Its top holding was Apple (AAPL) at 3.8% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 3.7%) and Microsoft (MSFT, 2.1%). Compared with Q2 2024, it opened 296 new positions, sold out of 21, added to 450 and reduced 122. The biggest buy was a new position in Wisdomtree U.S. Quality Divi (DGRW) and the biggest sale Schwab US Large-Cap Growth (SCHG, shares −76%).
- Most Recent 13F
- Q2 2026
- Location
- LINCROFT, NJ
- CIK
- 0001652594
- Portfolio Value
- $3.2B (Q3 2024)
- SEC Filing
- 0001062993-24-019612 ↗ filed Nov 25, 2024
Holdings Value
Holdings 895 stocks · $3.2B
| AAPL Apple Inc. | 3.76% | 513,775 | $119.7M | Add +42.1% |
| VOO Vanguard S&P 500 ETF | 3.65% | 220,021 | $116.1M | Add +30.9% |
| MSFT Microsoft Corp. | 2.08% | 153,683 | $66.1M | Add +180.1% |
| DGRW Wisdomtree U.S. Quality Divi | 1.90% | 726,113 | $60.4M | New |
| CHD Church & Dwight Co. Inc. | 1.83% | 557,085 | $58.3M | New |
| FLQL Franklin U.S. Large Cap Mult | 1.43% | 781,002 | $45.4M | New |
| SLQD iShares 0-5 YR Inv GRD Corp. | 1.28% | 804,475 | $40.6M | Add +2.0% |
| JPM JPMorgan Chase & Co. | 1.26% | 190,752 | $40.2M | Add +176.7% |
| AMZN Amazon.com Inc. | 1.26% | 214,305 | $39.9M | Add +118.7% |
| IJS iShares S&P Small-Cap 600 Va | 1.23% | 363,078 | $39.2M | Add +6991.4% |
| META Meta Platforms Inc. Class A | 1.17% | 64,960 | $37.2M | Add +239.9% |
| AGG iShares Core U.S. Aggregate | 1.01% | 316,352 | $32.0M | Add +1817.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.00% | 158,567 | $31.8M | Add +2681.9% |
| GOOGL Alphabet Inc. Class A | 0.95% | 181,209 | $30.1M | Add +290.2% |
| MUB iShares National Muni Bond E | 0.86% | 250,865 | $27.3M | Add +1.1% |
| IVW iShares S&P 500 Growth ETF | 0.82% | 271,973 | $26.0M | Reduce -32.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.81% | 97,694 | $25.8M | Add +759.6% |
| V Visa Inc. Class A | 0.79% | 91,877 | $25.3M | Add +240.6% |
| GOOG Alphabet Inc. Class C | 0.79% | 149,907 | $25.1M | Add +28.3% |
| AVUS Avantis U.S. Equity ETF | 0.77% | 256,985 | $24.5M | Reduce -6.7% |
| UNH Unitedhealth Group Inc. | 0.76% | 41,575 | $24.3M | Add +239.4% |
| SUSA iShares ESG Optimized MSCI U | 0.75% | 197,289 | $23.7M | Add +9889.3% |
| SMMD iShares Russell 2500 ETF | 0.74% | 346,924 | $23.5M | Reduce -1.5% |
| AVGO Broadcom Inc. | 0.71% | 131,500 | $22.7M | Add +501.6% |
| IXUS iShares Core Intl Stock ETF | 0.70% | 306,843 | $22.4M | Add +5.0% |
| IVE iShares S&P 500 Value ETF | 0.70% | 112,303 | $22.2M | Add +1511.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.69% | 177,809 | $22.1M | Add +0.5% |
| IJR iShares Core S&P Small-Cap E | 0.69% | 186,994 | $21.9M | Add +23.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.67% | 43,898 | $21.4M | Add +10.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.65% | 35,946 | $20.6M | Reduce -8.2% |
| WMT Walmart Inc. | 0.64% | 252,282 | $20.4M | Add +151.4% |
| HD Home Depot Inc. | 0.64% | 50,099 | $20.3M | Add +304.8% |
| VEA Vanguard Ftse Developed ETF | 0.63% | 377,930 | $20.0M | Add +20.9% |
| IVV iShares Core S&P 500 ETF | 0.60% | 33,296 | $19.2M | Add +3.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.57% | 108,903 | $18.3M | Add +1316.2% |
| NVDA Nvidia Corp. | 0.57% | 148,326 | $18.0M | Add +108.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.55% | 191,915 | $17.5M | Add +278.2% |
| SCHV Schwab US Large-Cap Value | 0.55% | 217,084 | $17.4M | Add +1175.5% |
| SCHO Schwab Short-Term US Treas | 0.53% | 346,995 | $17.0M | Add +1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 36,707 | $16.9M | Add +210.7% |
| ETN Eaton Corp. PLC | 0.52% | 50,303 | $16.7M | Add +981.5% |
| SCHF Schwab Intl Equity ETF | 0.51% | 391,159 | $16.1M | Reduce -20.0% |
| MSI Motorola Solutions Inc. | 0.51% | 35,720 | $16.1M | Add +5403.9% |
| MRK Merck & Co. Inc. | 0.47% | 131,233 | $14.9M | Add +475.4% |
| CRM Salesforce Inc. | 0.47% | 54,446 | $14.9M | Add +570.4% |
| BSV Vanguard Short-Term Bond ETF | 0.46% | 186,699 | $14.7M | Add +4.7% |
| IQV Iqvia Holdings Inc. | 0.46% | 61,749 | $14.6M | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.46% | 216,607 | $14.6M | Add +28.8% |
| XOM Exxon Mobil Corp. | 0.46% | 124,285 | $14.6M | Add +55.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 50,097 | $14.2M | Add +313.7% |
| TT Trane Technologies PLC | 0.42% | 34,581 | $13.4M | Add +5253.1% |
| JNJ Johnson & Johnson | 0.42% | 82,736 | $13.4M | Add +189.6% |
| HMOP Hartford Municipal Opp ETF | 0.42% | 336,596 | $13.3M | New |
| BKNG Booking Holdings Inc. | 0.41% | 3,076 | $13.0M | Add +3561.9% |
| LLY Eli Lilly & Co. | 0.40% | 14,429 | $12.8M | Add +10.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.39% | 263,508 | $12.4M | Add +138.7% |
| ORCL Oracle Corp. | 0.38% | 71,159 | $12.1M | Add +192.0% |
| PEP Pepsico Inc. | 0.38% | 70,606 | $12.0M | Add +14.6% |
| DDWM Wisdomtree DY Inter Eq FD-US | 0.38% | 333,173 | $11.9M | New |
| APD Air Products & Chemicals Inc. | 0.36% | 38,423 | $11.4M | Add +1205.1% |
| MDT Medtronic PLC | 0.36% | 126,314 | $11.4M | Add +212.9% |
| MPC Marathon Petroleum Corp. | 0.36% | 69,759 | $11.4M | Add +4227.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.36% | 211,296 | $11.4M | Add +2952.5% |
| RODM Hartford Multifact Dev MRKT | 0.35% | 366,287 | $11.2M | New |
| PRF Invesco Rafi US 1000 ETF | 0.34% | 269,843 | $11.0M | Add +2.1% |
| VGIT Vanguard Intermediate-Term T | 0.34% | 181,371 | $11.0M | Add +14.4% |
| MBB iShares MBS ETF | 0.34% | 111,232 | $10.7M | Add +4.5% |
| BX Blackstone Inc. | 0.33% | 69,523 | $10.6M | Add +1.8% |
| COST Costco Wholesale Corp. | 0.33% | 12,008 | $10.6M | Add +14.3% |
| CMCSA Comcast Corp. Class A | 0.33% | 254,545 | $10.6M | Add +904.0% |
| SCHG Schwab US Large-Cap Growth | 0.33% | 99,609 | $10.4M | Reduce -75.6% |
| DIVB iShares Core Dividend ETF | 0.32% | 212,387 | $10.3M | New |
| AVDE Avantis International Equity | 0.32% | 152,502 | $10.2M | Reduce -29.7% |
| FDVV Fidelity High Dividend ETF | 0.32% | 201,266 | $10.2M | Add +45.2% |
| AMD Advanced Micro Devices | 0.32% | 61,505 | $10.1M | Add +430.6% |
| FISV Fiserv Inc. | 0.32% | 55,802 | $10.0M | Add +1469.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 42,173 | $10.0M | Add +77.3% |
| ADI Analog Devices Inc. | 0.31% | 42,180 | $9.7M | Add +4581.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.30% | 55,638 | $9.7M | Add +4575.5% |
| ABBV Abbvie Inc. | 0.30% | 48,390 | $9.6M | Reduce -7.2% |
| TMO Thermo Fisher Scientific Inc. | 0.29% | 15,088 | $9.3M | Add +3.8% |
| CB Chubb Ltd. | 0.29% | 32,183 | $9.3M | Add +895.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.29% | 160,023 | $9.3M | Add +2.7% |
| EAGG iShares ESG Aware US Aggrega | 0.29% | 190,296 | $9.2M | Add +1101.1% |
| SCHW Schwab (charles) Corp. | 0.29% | 142,124 | $9.2M | New |
| ADBE Adobe Inc. | 0.29% | 17,704 | $9.2M | Add +88.7% |
| MA Mastercard Inc. Class A | 0.29% | 18,516 | $9.1M | Add +512.1% |
| LRGF iShares US Equity Factor ETF | 0.28% | 153,014 | $9.0M | Add +2.1% |
| MDY State Street SPDR S&P Midcap | 0.28% | 15,694 | $8.9M | Reduce -3.6% |
| ELV Elevance Health Inc. | 0.28% | 17,028 | $8.9M | New |
| UNP Union Pacific Corp. | 0.28% | 35,581 | $8.8M | Add +103.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.27% | 111,809 | $8.7M | Add +87.4% |
| SPGI S&P Global Inc. | 0.27% | 16,880 | $8.7M | Add +245.6% |
| FBND Fidelity Total Bond ETF | 0.27% | 184,410 | $8.6M | Add +23.2% |
| VZ Verizon Communications Inc. | 0.27% | 189,527 | $8.5M | Add +208.1% |
| ICE Intercontinental Exchange Inc. | 0.27% | 52,946 | $8.5M | Add +759.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 71,837 | $8.4M | Add +691.6% |
| JEPI JPMorgan Equity Premium Inco | 0.26% | 140,665 | $8.4M | Add +48.1% |
| PCH Potlatchdeltic Corp. | 0.26% | 184,228 | $8.3M | Reduce -0.7% |
| XLG Invesco S&P 500 Top 50 ETF | 0.26% | 173,221 | $8.2M | Add +61.6% |
Options reported separately and not counted above: SPY calls ($6.1M), SPY puts ($2.1M), PSQ calls ($304K), QQQ puts ($146K), TLT calls ($59K), HYG puts ($48K), NVDA puts ($36K), TLRY calls ($9K), TLRY puts ($4K).
Other holdings (2): bonds, preferreds, convertibles and warrants · $3K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| NEXTPLAT CORP | *W EXP 06/02/202 | 10,000 | $2K | New |
| BTBDW BT Brands Inc. -CW26 | *W EXP 11/12/202 | 10,000 | $600 | New |
Total filed on the 13F, all lines: $3.2B.
Portfolio Sells Q2 2024 → Q3 2024
| SCHG Schwab US Large-Cap Growth | Reduce -75.6% | 0.33% | −2.24 |
| IVW iShares S&P 500 Growth ETF | Reduce -32.7% | 0.82% | −2.10 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -29.0% | 0.08% | −1.21 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -94.7% | 0.05% | −1.18 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -90.4% | 0.05% | −0.94 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -96.1% | 0.02% | −0.91 |
| AVUS Avantis U.S. Equity ETF | Reduce -6.7% | 0.77% | −0.78 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.2% | 0.65% | −0.68 |
| SCHF Schwab Intl Equity ETF | Reduce -20.0% | 0.51% | −0.66 |
| SMMD iShares Russell 2500 ETF | Reduce -1.5% | 0.74% | −0.63 |
| ILCG iShares Morningstar Growth E | Sold out | 0.00% | −0.55 |
| AVDE Avantis International Equity | Reduce -29.7% | 0.32% | −0.52 |
| IWY iShares Russell Top 200 Grow | Reduce -38.6% | 0.18% | −0.38 |
| MDY State Street SPDR S&P Midcap | Reduce -3.6% | 0.28% | −0.26 |
| ABBV Abbvie Inc. | Reduce -7.2% | 0.30% | −0.26 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -81.7% | 0.02% | −0.24 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -1.0% | 0.25% | −0.23 |
| SIVR Abrdn Physical Silver Shares | Reduce -7.2% | 0.20% | −0.20 |
| PCH Potlatchdeltic Corp. | Reduce -0.7% | 0.26% | −0.19 |
| IMCG iShares Morningstar Mid-Cap | Sold out | 0.00% | −0.16 |
| ABT Abbott Laboratories | Reduce -8.6% | 0.16% | −0.16 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.8% | 0.19% | −0.15 |
| YUM Yum! Brands Inc. | Reduce -85.3% | 0.01% | −0.14 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -4.1% | 0.13% | −0.13 |
| STXD Strive 1000 Dividend Growth | Reduce -1.7% | 0.14% | −0.12 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -1.7% | 0.13% | −0.12 |
| MTD Mettler-Toledo International | Reduce -0.3% | 0.13% | −0.11 |
| SGOV iShares 0-3 Month Treasury B | Reduce -31.4% | 0.05% | −0.10 |
| ACN Accenture PLC Class A | Reduce -5.5% | 0.13% | −0.10 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -0.8% | 0.12% | −0.09 |
| XLK SS Technology Select Sector | Reduce -5.3% | 0.09% | −0.09 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -74.0% | 0.01% | −0.09 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -5.8% | 0.09% | −0.09 |
| EFV iShares MSCI Eafe Value ETF | Reduce -27.1% | 0.06% | −0.08 |
| ALC Alcon Inc. | Sold out | 0.00% | −0.08 |
| NKE Nike Inc. Class B | Reduce -1.4% | 0.11% | −0.08 |
| PGX Invesco Preferred ETF | Reduce -0.2% | 0.08% | −0.07 |
| BUFB Innovator Ladd Allo Buff ETF | Reduce -2.6% | 0.07% | −0.07 |
| UAPR Innovator U.S. Equity Ultra | Reduce -1.1% | 0.07% | −0.06 |
| APUE Activepassive US Equity ETF | Reduce -0.9% | 0.07% | −0.06 |
| ITOT iShares Core S&P Total U.S. | Reduce -13.1% | 0.05% | −0.06 |
| HGER Harbor Commodity All Weather | Reduce -38.4% | 0.03% | −0.06 |
| SGOL Abrdn Physical Gold Shares | Reduce -7.0% | 0.07% | −0.06 |
| JHMM John Hancock Multi Fact Mid | Reduce -51.8% | 0.02% | −0.06 |
| XTWO Bondbloxx BBG 2Y US TSY ETF | Reduce -54.5% | 0.02% | −0.05 |
| ISVL iShares International Develo | Sold out | 0.00% | −0.05 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -14.2% | 0.04% | −0.05 |
| VTIP Vanguard Short-Term Tips | Reduce -69.9% | 0.01% | −0.05 |
| ENB Enbridge Inc. | Reduce -36.9% | 0.03% | −0.05 |
| WAT Waters Corp. | Reduce -3.0% | 0.07% | −0.05 |
Portfolio Buys Q2 2024 → Q3 2024
| DGRW Wisdomtree U.S. Quality Divi | New | 1.90% | +1.90 |
| CHD Church & Dwight Co. Inc. | New | 1.83% | +1.83 |
| FLQL Franklin U.S. Large Cap Mult | New | 1.43% | +1.43 |
| IJS iShares S&P Small-Cap 600 Va | Add +6991.4% | 1.23% | +1.20 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2681.9% | 1.00% | +0.94 |
| AGG iShares Core U.S. Aggregate | Add +1817.5% | 1.01% | +0.91 |
| SUSA iShares ESG Optimized MSCI U | Add +9889.3% | 0.75% | +0.73 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +759.6% | 0.81% | +0.64 |
| IVE iShares S&P 500 Value ETF | Add +1511.5% | 0.70% | +0.62 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +0.5% | 0.69% | +0.58 |
| META Meta Platforms Inc. Class A | Add +239.9% | 1.17% | +0.57 |
| MSFT Microsoft Corp. | Add +180.1% | 2.08% | +0.55 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +1316.2% | 0.57% | +0.50 |
| AVGO Broadcom Inc. | Add +501.6% | 0.71% | +0.49 |
| MSI Motorola Solutions Inc. | Add +5403.9% | 0.51% | +0.49 |
| SCHV Schwab US Large-Cap Value | Add +1175.5% | 0.55% | +0.47 |
| IQV Iqvia Holdings Inc. | New | 0.46% | +0.46 |
| ETN Eaton Corp. PLC | Add +981.5% | 0.52% | +0.43 |
| GOOGL Alphabet Inc. Class A | Add +290.2% | 0.95% | +0.42 |
| HMOP Hartford Municipal Opp ETF | New | 0.42% | +0.42 |
| TT Trane Technologies PLC | Add +5253.1% | 0.42% | +0.41 |
| JPM JPMorgan Chase & Co. | Add +176.7% | 1.26% | +0.40 |
| BKNG Booking Holdings Inc. | Add +3561.9% | 0.41% | +0.39 |
| UNH Unitedhealth Group Inc. | Add +239.4% | 0.76% | +0.38 |
| DDWM Wisdomtree DY Inter Eq FD-US | New | 0.38% | +0.38 |
| HD Home Depot Inc. | Add +304.8% | 0.64% | +0.37 |
| V Visa Inc. Class A | Add +240.6% | 0.79% | +0.35 |
| RODM Hartford Multifact Dev MRKT | New | 0.35% | +0.35 |
| MPC Marathon Petroleum Corp. | Add +4227.5% | 0.36% | +0.34 |
| CRM Salesforce Inc. | Add +570.4% | 0.47% | +0.34 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +2952.5% | 0.36% | +0.33 |
| DIVB iShares Core Dividend ETF | New | 0.32% | +0.32 |
| APD Air Products & Chemicals Inc. | Add +1205.1% | 0.36% | +0.31 |
| MRK Merck & Co. Inc. | Add +475.4% | 0.47% | +0.29 |
| ADI Analog Devices Inc. | Add +4581.5% | 0.31% | +0.29 |
| TSM Taiwan Semiconductor-SP ADR | Add +4575.5% | 0.30% | +0.29 |
| SCHW Schwab (charles) Corp. | New | 0.29% | +0.29 |
| USMV iShares MSCI USA Min Vol Fac | Add +278.2% | 0.55% | +0.29 |
| FISV Fiserv Inc. | Add +1469.7% | 0.32% | +0.28 |
| ELV Elevance Health Inc. | New | 0.28% | +0.28 |
| CMCSA Comcast Corp. Class A | Add +904.0% | 0.33% | +0.27 |
| EAGG iShares ESG Aware US Aggrega | Add +1101.1% | 0.29% | +0.24 |
| VTI VG Morningstar TS MKT ETF-US | Add +313.7% | 0.45% | +0.24 |
| CB Chubb Ltd. | Add +895.5% | 0.29% | +0.24 |
| CME Cme Group Inc. | New | 0.24% | +0.24 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +210.7% | 0.53% | +0.23 |
| KMX Carmax Inc. | New | 0.22% | +0.22 |
| WMT Walmart Inc. | Add +151.4% | 0.64% | +0.22 |
| ICE Intercontinental Exchange Inc. | Add +759.2% | 0.27% | +0.21 |
| MOAT Vaneck Morningstar Wide Moat | New | 0.21% | +0.21 |
Options Activity Q2 2024 → Q3 2024
| SPY SS SPDR S&P 500 ETF Trust-US | call | New | 10,700 | $6.1M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 3,600 | $2.1M |
| PSQ Proshares Short QQQ | call | New | 7,700 | $304K |
| QQQ Invesco QQQ Trust Series 1 | put | New | 300 | $146K |
| TLT iShares 20+ Year Treasury BD | call | New | 600 | $59K |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | put | New | 600 | $48K |
| NVDA Nvidia Corp. | put | New | 300 | $36K |
| TLRY Tilray Brands Inc. | call | New | 5,100 | $9K |
| TLRY Tilray Brands Inc. | put | New | 2,000 | $4K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q2 2024 → Q3 2024
| NEXTPLAT CORP | *W EXP 06/02/202 | New | 10,000 | $2K |
| BTBDW BT Brands Inc. -CW26 | *W EXP 11/12/202 | New | 10,000 | $600 |
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 | 1,521 | $6.0B | AAPL, VOO, MSFT, BSV, SPYM |
| Q1 2026 | 1,553 | $6.2B | AAPL, VOO, MSFT, BSV, SPYM |
| Q4 2025Amended | 1,443 | $6.1B | AAPL, VOO, MSFT, SPYM, NVDA |
| Q3 2025 | 1,224 | $4.9B | AAPL, VOO, MSFT, SPYM, IVW |
| Q2 2025 | 1,120 | $4.4B | AAPL, VOO, MSFT, SPYM, IVW |
| Q1 2025 | 1,044 | $3.8B | AAPL, VOO, SPYM, MSFT, BSV |
| Q4 2024 | 996 | $3.6B | AAPL, VOO, MSFT, DGRW, IVW |
| Q3 2024Amended | 895 | $3.2B | AAPL, VOO, MSFT, DGRW, CHD |
| Q2 2024 | 620 | $1.6B | VOO, AAPL, IVW, SCHG, SLQD |
| Q1 2024 | 394 | $698.9M | IVW, SCHG, IJK, SLQD, IJT |