World Investment Advisors
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), World Investment Advisors reported 996 stock positions worth $3.6 billion. Its top holding was Apple (AAPL) at 4.2% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 3.5%) and Microsoft (MSFT, 2.1%). Compared with Q3 2024, it opened 156 new positions, sold out of 55, added to 619 and reduced 184. The biggest buy was iShares S&P Mid-Cap 400 Grow (IJK, shares +1439%) and the biggest sale iShares S&P Small-Cap 600 Va (IJS, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- LINCROFT, NJ
- CIK
- 0001652594
- Portfolio Value
- $3.6B (Q4 2024)
- SEC Filing
- 0001062993-25-002205 ↗ filed Feb 12, 2025
Holdings Value
Holdings 996 stocks · $3.6B
| AAPL Apple Inc. | 4.16% | 605,770 | $151.7M | Add +17.9% |
| VOO Vanguard S&P 500 ETF | 3.53% | 238,549 | $128.5M | Add +8.4% |
| MSFT Microsoft Corp. | 2.08% | 179,913 | $75.8M | Add +17.1% |
| DGRW Wisdomtree U.S. Quality Divi | 1.64% | 740,867 | $60.0M | Add +2.0% |
| IVW iShares S&P 500 Growth ETF | 1.64% | 587,869 | $59.7M | Add +116.2% |
| CHD Church & Dwight Co. Inc. | 1.60% | 557,447 | $58.4M | Add +0.1% |
| AMZN Amazon.com Inc. | 1.46% | 243,408 | $53.4M | Add +13.6% |
| JPM JPMorgan Chase & Co. | 1.32% | 200,437 | $48.0M | Add +5.1% |
| FLQL Franklin U.S. Large Cap Mult | 1.26% | 784,170 | $46.0M | Add +0.4% |
| META Meta Platforms Inc. Class A | 1.17% | 72,792 | $42.6M | Add +12.1% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 1.14% | 837,032 | $41.6M | Add +4.0% |
| GOOGL Alphabet Inc. Class A | 1.14% | 219,904 | $41.6M | Add +21.4% |
| AGG iShares Core U.S. Aggregate | 1.10% | 412,867 | $40.0M | Add +30.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.03% | 414,157 | $37.7M | Add +1438.5% |
| AVGO Broadcom Inc. | 0.98% | 153,623 | $35.6M | Add +16.8% |
| NVDA Nvidia Corp. | 0.93% | 253,065 | $34.0M | Add +70.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.92% | 65,297 | $33.4M | Add +48.8% |
| SCHG Schwab US Large-Cap Growth | 0.91% | 1,188,845 | $33.1M | Add +198.4% |
| V Visa Inc. Class A | 0.86% | 98,889 | $31.3M | Add +7.6% |
| GOOG Alphabet Inc. Class C | 0.84% | 160,526 | $30.6M | Add +7.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.83% | 118,876 | $30.2M | Add +1703.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.76% | 104,832 | $27.7M | Add +7.3% |
| IVV iShares Core S&P 500 ETF | 0.74% | 45,693 | $26.9M | Add +37.2% |
| BSV Vanguard Short-Term Bond ETF | 0.73% | 344,771 | $26.6M | Add +84.7% |
| AVUS Avantis U.S. Equity ETF | 0.73% | 273,077 | $26.5M | Add +6.3% |
| IJR iShares Core S&P Small-Cap E | 0.72% | 226,898 | $26.1M | Add +21.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.68% | 42,261 | $24.8M | Add +17.6% |
| WMT Walmart Inc. | 0.67% | 271,515 | $24.5M | Add +7.6% |
| SMMD iShares Russell 2500 ETF | 0.64% | 345,181 | $23.5M | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 0.62% | 44,800 | $22.7M | Add +7.8% |
| SUSA iShares ESG Optimized MSCI U | 0.62% | 186,336 | $22.7M | Reduce -5.5% |
| HD Home Depot Inc. | 0.61% | 57,006 | $22.2M | Add +13.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 46,628 | $21.1M | Add +27.0% |
| CRM Salesforce Inc. | 0.57% | 62,407 | $20.9M | Add +14.6% |
| IXUS iShares Core Intl Stock ETF | 0.57% | 314,821 | $20.8M | Add +2.6% |
| IJT iShares S&P Small-Cap 600 GR | 0.55% | 147,211 | $19.9M | Add +1134.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.53% | 273,758 | $19.2M | Add +144.8% |
| VEA Vanguard Ftse Developed ETF | 0.52% | 397,679 | $19.0M | Add +5.2% |
| MUB iShares National Muni Bond E | 0.51% | 175,687 | $18.7M | Reduce -30.0% |
| MSI Motorola Solutions Inc. | 0.51% | 40,334 | $18.6M | Add +12.9% |
| ETN Eaton Corp. PLC | 0.47% | 51,789 | $17.2M | Add +3.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.47% | 246,427 | $17.0M | Add +13.8% |
| SCHO Schwab Short-Term US Treas | 0.44% | 672,455 | $16.2M | Reduce -3.1% |
| XOM Exxon Mobil Corp. | 0.44% | 148,604 | $16.0M | Add +19.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.44% | 56,767 | $15.9M | Add +2351.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 51,625 | $15.0M | Add +3.0% |
| SCHF Schwab Intl Equity ETF | 0.40% | 790,905 | $14.6M | Add +1.1% |
| TT Trane Technologies PLC | 0.39% | 38,691 | $14.3M | Add +11.9% |
| JNJ Johnson & Johnson | 0.38% | 94,923 | $13.7M | Add +14.7% |
| MRK Merck & Co. Inc. | 0.38% | 137,554 | $13.7M | Add +4.8% |
| HMOP Hartford Municipal Opp ETF | 0.37% | 344,902 | $13.3M | Add +2.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.36% | 257,945 | $13.3M | Add +22.1% |
| COST Costco Wholesale Corp. | 0.36% | 14,151 | $13.0M | Add +17.9% |
| FISV Fiserv Inc. | 0.35% | 62,919 | $12.9M | Add +12.8% |
| DDWM Wisdomtree DY Inter Eq FD-US | 0.35% | 373,216 | $12.8M | Add +12.0% |
| LLY Eli Lilly & Co. | 0.35% | 16,574 | $12.8M | Add +14.9% |
| BX Blackstone Inc. | 0.34% | 72,823 | $12.6M | Add +4.8% |
| BKNG Booking Holdings Inc. | 0.33% | 2,443 | $12.1M | Reduce -20.6% |
| APD Air Products & Chemicals Inc. | 0.33% | 41,289 | $12.0M | Add +7.5% |
| RODM Hartford Multifact Dev MRKT | 0.33% | 417,943 | $11.9M | Add +14.1% |
| IQV Iqvia Holdings Inc. | 0.32% | 59,989 | $11.8M | Reduce -2.9% |
| SGOV iShares 0-3 Month Treasury B | 0.32% | 114,768 | $11.5M | Add +563.3% |
| PRF Invesco Rafi US 1000 ETF | 0.31% | 284,400 | $11.5M | Add +5.4% |
| ABBV Abbvie Inc. | 0.31% | 64,495 | $11.5M | Add +33.3% |
| ADBE Adobe Inc. | 0.31% | 25,405 | $11.3M | Add +43.5% |
| MDT Medtronic PLC | 0.31% | 141,005 | $11.3M | Add +11.6% |
| PEP Pepsico Inc. | 0.31% | 73,816 | $11.2M | Add +4.5% |
| SCHW Schwab (charles) Corp. | 0.31% | 151,502 | $11.2M | Add +6.6% |
| MA Mastercard Inc. Class A | 0.31% | 21,277 | $11.2M | Add +14.9% |
| ORCL Oracle Corp. | 0.31% | 67,066 | $11.2M | Reduce -5.8% |
| SDY SS SPDR S&P Dividend ETF | 0.30% | 82,458 | $10.9M | Add +220.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.29% | 87,950 | $10.6M | Add +22.4% |
| AVDE Avantis International Equity | 0.29% | 172,105 | $10.6M | Add +12.8% |
| FDVV Fidelity High Dividend ETF | 0.29% | 209,263 | $10.5M | Add +4.0% |
| DIVB iShares Core Dividend ETF | 0.28% | 219,061 | $10.4M | Add +3.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.28% | 52,564 | $10.4M | Reduce -5.5% |
| BIV Vanguard Intermediate-Term B | 0.28% | 138,471 | $10.3M | Add +693.4% |
| FBND Fidelity Total Bond ETF | 0.28% | 226,993 | $10.2M | Add +23.1% |
| JEPI JPMorgan Equity Premium Inco | 0.28% | 176,973 | $10.2M | Add +25.8% |
| ADI Analog Devices Inc. | 0.28% | 47,336 | $10.1M | Add +12.2% |
| TSLA Tesla Inc. | 0.27% | 24,538 | $9.9M | Add +15.6% |
| LRGF iShares US Equity Factor ETF | 0.27% | 161,000 | $9.7M | Add +5.2% |
| CMCSA Comcast Corp. Class A | 0.27% | 258,466 | $9.7M | Add +1.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.26% | 211,148 | $9.5M | Reduce -19.9% |
| CB Chubb Ltd. | 0.26% | 34,437 | $9.5M | Add +7.0% |
| CMG Chipotle Mexican Grill Inc. | 0.26% | 157,655 | $9.5M | Add +92.9% |
| CVX Chevron Corp. | 0.26% | 64,389 | $9.3M | Add +35.4% |
| SPGI S&P Global Inc. | 0.25% | 18,569 | $9.2M | Add +10.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.25% | 163,668 | $9.2M | Add +2.3% |
| CSCO Cisco Systems Inc. | 0.25% | 155,899 | $9.2M | Add +13.4% |
| MDY State Street SPDR S&P Midcap | 0.25% | 15,840 | $9.0M | Add +0.9% |
| QQQM Invesco Nasdaq 100 ETF | 0.25% | 42,740 | $9.0M | Add +32.3% |
| VZ Verizon Communications Inc. | 0.25% | 224,537 | $9.0M | Add +18.5% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 16,955 | $8.8M | Add +12.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.24% | 36,468 | $8.8M | Reduce -13.5% |
| GTO Invesco Total Return Bond Et | 0.24% | 188,462 | $8.7M | Add +14.5% |
| EAGG iShares ESG Aware US Aggrega | 0.24% | 187,614 | $8.7M | Reduce -1.4% |
| XLG Invesco S&P 500 Top 50 ETF | 0.24% | 173,165 | $8.7M | Reduce -0.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.24% | 110,772 | $8.6M | Add +19.5% |
| CME Cme Group Inc. | 0.24% | 37,087 | $8.6M | Add +7.5% |
Options reported separately and not counted above: SPY calls ($6.2M), SPY puts ($2.1M), QQQ puts ($562K), NVDA puts ($40K), TLRY calls ($7K), TLRY puts ($3K).
Other holdings (2): bonds, preferreds, convertibles and warrants · $1K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| NEXTPLAT CORP | *W EXP 06/02/202 | 10,000 | $860 | No change |
| BTBDW BT Brands Inc. -CW26 | *W EXP 11/12/202 | 10,000 | $600 | No change |
Total filed on the 13F, all lines: $3.6B.
Portfolio Sells Q3 2024 → Q4 2024
| IJS iShares S&P Small-Cap 600 Va | Reduce -98.1% | 0.02% | −1.21 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -89.2% | 0.09% | −0.91 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -96.2% | 0.02% | −0.67 |
| IVE iShares S&P 500 Value ETF | Reduce -92.5% | 0.04% | −0.65 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -92.2% | 0.04% | −0.54 |
| SCHV Schwab US Large-Cap Value | Reduce -91.7% | 0.04% | −0.51 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -60.7% | 0.18% | −0.37 |
| MUB iShares National Muni Bond E | Reduce -30.0% | 0.51% | −0.34 |
| VGIT Vanguard Intermediate-Term T | Reduce -81.9% | 0.05% | −0.29 |
| ICE Intercontinental Exchange Inc. | Reduce -75.6% | 0.05% | −0.21 |
| VGLT Vanguard Long-Term Treasury | Sold out | 0.00% | −0.19 |
| FLJP Franklin Ftse Japan ETF | Reduce -92.9% | 0.01% | −0.18 |
| TOTL SS Doubleline TR Tact ETF | Sold out | 0.00% | −0.17 |
| MBB iShares MBS ETF | Reduce -39.4% | 0.17% | −0.17 |
| DVN Devon Energy Corp. | Reduce -77.6% | 0.03% | −0.15 |
| MPC Marathon Petroleum Corp. | Reduce -23.1% | 0.21% | −0.15 |
| IQV Iqvia Holdings Inc. | Reduce -2.9% | 0.32% | −0.14 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -19.9% | 0.26% | −0.13 |
| SUSA iShares ESG Optimized MSCI U | Reduce -5.5% | 0.62% | −0.13 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -84.1% | 0.02% | −0.11 |
| SMMD iShares Russell 2500 ETF | Reduce -0.5% | 0.64% | −0.10 |
| SCHO Schwab Short-Term US Treas | Reduce -3.1% | 0.44% | −0.09 |
| ORCL Oracle Corp. | Reduce -5.8% | 0.31% | −0.07 |
| BKNG Booking Holdings Inc. | Reduce -20.6% | 0.33% | −0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -13.5% | 0.24% | −0.07 |
| PCH Potlatchdeltic Corp. | Reduce -0.2% | 0.20% | −0.06 |
| MDLZ Mondelez International Inc. Class A | Reduce -5.8% | 0.12% | −0.06 |
| IMTM iShares MSCI Intl Momentum F | Sold out | 0.00% | −0.06 |
| SBUX Starbucks Corp. | Reduce -10.4% | 0.16% | −0.06 |
| EAGG iShares ESG Aware US Aggrega | Reduce -1.4% | 0.24% | −0.05 |
| STE Steris PLC | Reduce -3.3% | 0.12% | −0.05 |
| SCTXX Schwab Amt Tax FR MNY-Ultra | Sold out | 0.00% | −0.04 |
| ROAM Hartford Multifact Emrg MRKT | Sold out | 0.00% | −0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -29.7% | 0.05% | −0.04 |
| RDVY First Trust Rising Dividend | Reduce -7.2% | 0.16% | −0.04 |
| TLT iShares 20+ Year Treasury BD | Reduce -47.1% | 0.03% | −0.04 |
| NOBL Proshares S&P 500 Dividend A | Reduce -0.5% | 0.15% | −0.04 |
| SMTH Alps SMTH Cor BD Plus ETF | Reduce -0.1% | 0.19% | −0.04 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -0.3% | 0.17% | −0.04 |
| XJH Ishare ESG SS S&P Midcap ETF | Reduce -5.9% | 0.15% | −0.03 |
| ADX Adams Diversified Equity | Reduce -56.3% | 0.02% | −0.03 |
| AMLP Alerian MLP ETF | Reduce -33.0% | 0.05% | −0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -5.3% | 0.18% | −0.03 |
| RSBT RTRN STCK BNDS & MNG Futures | Reduce -2.6% | 0.10% | −0.03 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -4.2% | 0.09% | −0.03 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.03 |
| XONE Bondbloxx BBG 1 Dur US Treas | Reduce -59.0% | 0.02% | −0.03 |
| XSMO Invesco S&P Smallcap Momentu | Sold out | 0.00% | −0.03 |
| RSST Return Stacked US SM FTR ETF | Reduce -12.2% | 0.08% | −0.03 |
| XSVM Invesco S&P Smallcap Value W | Sold out | 0.00% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| IJK iShares S&P Mid-Cap 400 Grow | Add +1438.5% | 1.03% | +0.96 |
| IVW iShares S&P 500 Growth ETF | Add +116.2% | 1.64% | +0.82 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +1703.1% | 0.83% | +0.78 |
| SCHG Schwab US Large-Cap Growth | Add +198.4% | 0.91% | +0.58 |
| IJT iShares S&P Small-Cap 600 GR | Add +1134.8% | 0.55% | +0.49 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +2351.1% | 0.44% | +0.42 |
| AAPL Apple Inc. | Add +17.9% | 4.16% | +0.40 |
| NVDA Nvidia Corp. | Add +70.6% | 0.93% | +0.37 |
| BSV Vanguard Short-Term Bond ETF | Add +84.7% | 0.73% | +0.27 |
| AVGO Broadcom Inc. | Add +16.8% | 0.98% | +0.26 |
| SGOV iShares 0-3 Month Treasury B | Add +563.3% | 0.32% | +0.26 |
| IEFA iShares Core MSCI Eafe ETF | Add +144.8% | 0.53% | +0.25 |
| QQQ Invesco QQQ Trust Series 1 | Add +48.8% | 0.92% | +0.24 |
| BIV Vanguard Intermediate-Term B | Add +693.4% | 0.28% | +0.24 |
| ABNB Airbnb Inc. Class A | New | 0.21% | +0.21 |
| AMZN Amazon.com Inc. | Add +13.6% | 1.46% | +0.21 |
| GOOGL Alphabet Inc. Class A | Add +21.4% | 1.14% | +0.20 |
| REET iShares Global REIT ETF | New | 0.19% | +0.19 |
| SDY SS SPDR S&P Dividend ETF | Add +220.8% | 0.30% | +0.18 |
| IVV iShares Core S&P 500 ETF | Add +37.2% | 0.74% | +0.13 |
| IEMG iShares Core MSCI Emerging | Add +469.9% | 0.17% | +0.13 |
| O Realty Income Corp. | Add +405.8% | 0.16% | +0.12 |
| CMG Chipotle Mexican Grill Inc. | Add +92.9% | 0.26% | +0.11 |
| PJAN Innovator U.S. Equity Power | New | 0.10% | +0.10 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +1411.3% | 0.11% | +0.10 |
| CINF Cincinnati Financial Corp. | Add +665.6% | 0.12% | +0.10 |
| CRM Salesforce Inc. | Add +14.6% | 0.57% | +0.10 |
| TSLA Tesla Inc. | Add +15.6% | 0.27% | +0.10 |
| IAU iShares Gold Trust | Add +231.5% | 0.15% | +0.10 |
| AGG iShares Core U.S. Aggregate | Add +30.5% | 1.10% | +0.09 |
| EFA iShares MSCI Eafe ETF | Add +350.7% | 0.12% | +0.09 |
| RSP Invesco S&P 500 Equal Weight | Add +105.3% | 0.20% | +0.09 |
| HON Honeywell International Inc. | Add +137.7% | 0.14% | +0.08 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +160.4% | 0.12% | +0.07 |
| IWM iShares Russell 2000 ETF | Add +171.7% | 0.11% | +0.06 |
| V Visa Inc. Class A | Add +7.6% | 0.86% | +0.06 |
| SUB iShares Short-Term National | Add +65.1% | 0.20% | +0.06 |
| ACWI iShares MSCI Acwi ETF | Add +626.3% | 0.07% | +0.06 |
| CDNS Cadence Design SYS Inc. | Add +100.6% | 0.12% | +0.06 |
| AMAT Applied Materials Inc. | Add +171.5% | 0.12% | +0.06 |
| VDE Vanguard Energy ETF | New | 0.06% | +0.06 |
| CAT Caterpillar Inc. | Add +157.4% | 0.10% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +62.3% | 0.16% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +5.1% | 1.32% | +0.05 |
| RSSB RTRN Stack GLBL STK & BD ETF | New | 0.05% | +0.05 |
| MUNI PIMCO Intermediate Municipal | New | 0.05% | +0.05 |
| JAAA Janus Henderson Aaa Clo ETF | Add +58.5% | 0.19% | +0.05 |
| BLES Inspire Global Hope ETF | New | 0.05% | +0.05 |
| WWJD Inspire International ETF | New | 0.05% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +7.1% | 0.84% | +0.05 |
Options Activity Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | call | New | 10,600 | $6.2M |
| SPY SS SPDR S&P 500 ETF Trust-US | call | Sold out | 10,700 | $6.1Mbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 3,600 | $2.1M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 3,600 | $2.1Mbefore exit |
| QQQ Invesco QQQ Trust Series 1 | put | New | 1,100 | $562K |
| PSQ Proshares Short QQQ | call | Sold out | 7,700 | $304Kbefore exit |
| QQQ Invesco QQQ Trust Series 1 | put | Sold out | 300 | $146Kbefore exit |
| TLT iShares 20+ Year Treasury BD | call | Sold out | 600 | $59Kbefore exit |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | put | Sold out | 600 | $48Kbefore exit |
| NVDA Nvidia Corp. | put | New | 300 | $40K |
| NVDA Nvidia Corp. | put | Sold out | 300 | $36Kbefore exit |
| TLRY Tilray Brands Inc. | call | Sold out | 5,100 | $9Kbefore exit |
| TLRY Tilray Brands Inc. | call | New | 5,100 | $7K |
| TLRY Tilray Brands Inc. | put | Sold out | 2,000 | $4Kbefore exit |
| TLRY Tilray Brands Inc. | put | New | 2,000 | $3K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings 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 |