World Investment Advisors
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), World Investment Advisors reported 1,120 stock positions worth $4.4 billion. Its top holding was Apple (AAPL) at 3.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 2.9%) and Microsoft (MSFT, 2.5%). Compared with Q1 2025, it opened 151 new positions, sold out of 75, added to 511 and reduced 407. The biggest buy was iShares S&P 500 Growth ETF (IVW, shares +104%) and the biggest sale iShares S&P 500 Value ETF (IVE, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- LINCROFT, NJ
- CIK
- 0001652594
- Portfolio Value
- $4.4B (Q2 2025)
- SEC Filing
- 0001062993-25-013474 ↗ filed Aug 4, 2025
Holdings Value
Holdings 1,120 stocks · $4.4B
| AAPL Apple Inc. | 3.30% | 707,040 | $145.1M | Add +14.9% |
| VOO Vanguard S&P 500 ETF | 2.88% | 223,470 | $126.9M | Reduce -0.9% |
| MSFT Microsoft Corp. | 2.52% | 222,977 | $110.9M | Add +18.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.08% | 1,257,410 | $91.4M | Add +2.2% |
| IVW iShares S&P 500 Growth ETF | 1.86% | 744,016 | $81.9M | Add +104.4% |
| BSV Vanguard Short-Term Bond ETF | 1.61% | 898,178 | $70.7M | Add +6.2% |
| JPM JPMorgan Chase & Co. | 1.53% | 231,592 | $67.1M | Add +11.3% |
| AMZN Amazon.com Inc. | 1.42% | 283,913 | $62.3M | Add +11.0% |
| META Meta Platforms Inc. Class A | 1.28% | 76,267 | $56.3M | Add +1.4% |
| CHD Church & Dwight Co. Inc. | 1.22% | 558,256 | $53.7M | Add +0.1% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 1.09% | 946,574 | $47.9M | Add +8.8% |
| NVDA Nvidia Corp. | 1.04% | 289,368 | $45.7M | Add +8.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.00% | 485,917 | $44.2M | Add +1349.4% |
| AVGO Broadcom Inc. | 0.99% | 158,445 | $43.7M | Add +0.2% |
| BIV Vanguard Intermediate-Term B | 0.98% | 558,349 | $43.2M | Add +4.3% |
| GOOGL Alphabet Inc. Class A | 0.93% | 233,118 | $41.1M | Add +2.4% |
| SCHX Schwab US Large-Cap ETF | 0.91% | 1,635,660 | $40.0M | Add +1225.7% |
| SCHG Schwab US Large-Cap Growth | 0.89% | 1,343,084 | $39.2M | Add +157.6% |
| V Visa Inc. Class A | 0.86% | 106,598 | $37.8M | Add +2.5% |
| AVUS Avantis U.S. Equity ETF | 0.84% | 366,093 | $36.9M | Add +21.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.83% | 65,983 | $36.4M | Add +8.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.81% | 57,367 | $35.5M | Add +34.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.78% | 413,047 | $34.5M | Add +4.6% |
| IXUS iShares Core Intl Stock ETF | 0.73% | 417,496 | $32.3M | Add +2.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.72% | 111,205 | $31.6M | Add +634.2% |
| GOOG Alphabet Inc. Class C | 0.69% | 171,911 | $30.5M | Add +5.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.69% | 295,566 | $30.4M | Reduce -4.2% |
| IVV iShares Core S&P 500 ETF | 0.69% | 48,576 | $30.2M | Add +1.4% |
| AGG iShares Core U.S. Aggregate | 0.64% | 282,254 | $28.0M | Add +6.1% |
| WMT Walmart Inc. | 0.62% | 279,379 | $27.3M | Reduce -2.1% |
| HD Home Depot Inc. | 0.62% | 73,932 | $27.1M | Add +28.4% |
| XOM Exxon Mobil Corp. | 0.56% | 230,221 | $24.8M | Add +46.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.54% | 179,400 | $23.9M | Add +968.9% |
| IJR iShares Core S&P Small-Cap E | 0.54% | 215,996 | $23.6M | Reduce -4.4% |
| VEA Vanguard Ftse Developed ETF | 0.53% | 407,894 | $23.3M | Add +3.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 47,783 | $23.2M | Reduce -4.8% |
| SMMD iShares Russell 2500 ETF | 0.52% | 339,153 | $23.0M | Reduce -1.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 67,146 | $20.4M | Reduce -1.1% |
| DFAI Dimensional International Co. | 0.46% | 589,605 | $20.4M | Add +5.9% |
| JNJ Johnson & Johnson | 0.46% | 131,395 | $20.1M | Add +36.3% |
| ABBV Abbvie Inc. | 0.44% | 104,114 | $19.3M | Add +57.2% |
| CRM Salesforce Inc. | 0.42% | 68,505 | $18.7M | Add +2.0% |
| SCHF Schwab Intl Equity ETF | 0.42% | 831,574 | $18.4M | Add +4.6% |
| MSI Motorola Solutions Inc. | 0.41% | 43,026 | $18.1M | Add +4.0% |
| MUB iShares National Muni Bond E | 0.40% | 169,515 | $17.7M | Add +0.3% |
| ETN Eaton Corp. PLC | 0.40% | 49,483 | $17.7M | Reduce -3.8% |
| TT Trane Technologies PLC | 0.38% | 38,259 | $16.7M | Reduce -4.1% |
| COST Costco Wholesale Corp. | 0.38% | 16,819 | $16.6M | Reduce -20.8% |
| CVIE Cal Intl Responsible Index | 0.37% | 248,877 | $16.2M | Add +48.5% |
| LLY Eli Lilly & Co. | 0.37% | 20,687 | $16.1M | Add +16.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.37% | 58,003 | $16.1M | Add +849.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.36% | 54,121 | $16.0M | Add +223.1% |
| SCHW Schwab (charles) Corp. | 0.36% | 174,269 | $15.9M | Add +6.9% |
| BKNG Booking Holdings Inc. | 0.36% | 2,745 | $15.9M | Add +5.4% |
| UNH Unitedhealth Group Inc. | 0.36% | 50,223 | $15.7M | Add +6.2% |
| VZ Verizon Communications Inc. | 0.35% | 360,182 | $15.6M | Add +50.8% |
| QQQM Invesco Nasdaq 100 ETF | 0.35% | 67,943 | $15.4M | Add +45.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.33% | 230,830 | $14.6M | Reduce -38.4% |
| PM Philip Morris International | 0.33% | 79,618 | $14.5M | Add +12.7% |
| ORCL Oracle Corp. | 0.33% | 66,189 | $14.5M | Add +8.7% |
| AMAT Applied Materials Inc. | 0.32% | 77,171 | $14.1M | Add +83.3% |
| AVDE Avantis International Equity | 0.32% | 189,774 | $14.0M | Reduce -4.1% |
| PRF Invesco Rafi US 1000 ETF | 0.32% | 331,085 | $14.0M | Add +15.6% |
| SCHO Schwab Short-Term US Treas | 0.32% | 572,558 | $14.0M | Add +2.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.32% | 61,537 | $13.9M | Add +6.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.31% | 49,489 | $13.9M | Add +5.2% |
| MDT Medtronic PLC | 0.31% | 156,107 | $13.6M | Add +1.9% |
| PG The Procter & Gamble Co. | 0.31% | 84,716 | $13.5M | Add +66.4% |
| SUSA iShares ESG Optimized MSCI U | 0.31% | 106,435 | $13.5M | Add +1.2% |
| COWZ Pacer US Cash Cows 100 ETF | 0.30% | 242,610 | $13.4M | Add +51.4% |
| ADI Analog Devices Inc. | 0.28% | 52,699 | $12.5M | Add +4.9% |
| FISV Fiserv Inc. | 0.28% | 72,521 | $12.5M | Add +0.1% |
| IQV Iqvia Holdings Inc. | 0.28% | 78,747 | $12.4M | Add +17.9% |
| JAAA Janus Henderson Aaa Clo ETF | 0.28% | 240,088 | $12.2M | Reduce -0.5% |
| MA Mastercard Inc. Class A | 0.27% | 21,477 | $12.1M | Reduce -4.8% |
| APD Air Products & Chemicals Inc. | 0.27% | 42,531 | $12.0M | Add +2.3% |
| KO The Coca-Cola Co. | 0.27% | 167,630 | $11.9M | Add +125.7% |
| LRGF iShares US Equity Factor ETF | 0.27% | 184,701 | $11.8M | Add +14.2% |
| FBND Fidelity Total Bond ETF | 0.27% | 258,737 | $11.8M | Add +5.6% |
| CSCO Cisco Systems Inc. | 0.27% | 168,635 | $11.7M | Add +5.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.26% | 48,895 | $11.6M | Add +6.7% |
| FDVV Fidelity High Dividend ETF | 0.26% | 222,614 | $11.6M | Add +2.6% |
| JEPI JPMorgan Equity Premium Inco | 0.26% | 200,262 | $11.4M | Add +1.8% |
| BX Blackstone Inc. | 0.26% | 75,318 | $11.3M | Add +1.9% |
| LVHI Franklin International Low V | 0.26% | 345,194 | $11.2M | Add +69.7% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.25% | 419,624 | $11.2M | Reduce -5.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 89,887 | $11.1M | Reduce -2.4% |
| AVDV Avantis Intl S/C Value ETF | 0.25% | 138,917 | $11.0M | Add +4.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.25% | 237,577 | $11.0M | Reduce -4.3% |
| SDY SS SPDR S&P Dividend ETF | 0.25% | 80,808 | $11.0M | Reduce -0.6% |
| ELV Elevance Health Inc. | 0.24% | 27,434 | $10.7M | Add +17.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.24% | 131,725 | $10.5M | Add +10.5% |
| SPGI S&P Global Inc. | 0.24% | 19,824 | $10.5M | Add +1.1% |
| CB Chubb Ltd. | 0.24% | 36,070 | $10.5M | Reduce -1.0% |
| CME Cme Group Inc. | 0.24% | 37,779 | $10.4M | Add +0.0% |
| GTO Invesco Total Return Bond Et | 0.23% | 218,389 | $10.2M | Add +10.6% |
| DGRW Wisdomtree U.S. Quality Divi | 0.23% | 121,496 | $10.2M | Reduce -10.0% |
| XLG Invesco S&P 500 Top 50 ETF | 0.23% | 194,724 | $10.1M | Add +12.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.23% | 190,360 | $10.1M | Reduce -1.7% |
| AMD Advanced Micro Devices | 0.23% | 71,006 | $10.1M | Reduce -1.4% |
Options reported separately and not counted above: SPY calls ($4.9M), SPY puts ($2.4M), QQQ puts ($772K), DV puts ($269K), PFE calls ($182K), HAL calls ($112K), TLT calls ($53K), NVDA puts ($47K), SLV puts ($13K), SLV calls ($10K), TLRY calls ($2K).
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 | $950 | No change |
| BTBDW BT Brands Inc. -CW26 | *W EXP 11/12/202 | 10,000 | $353 | No change |
Total filed on the 13F, all lines: $4.4B.
Portfolio Sells Q1 2025 → Q2 2025
| IVE iShares S&P 500 Value ETF | Reduce -92.8% | 0.07% | −0.98 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -97.9% | 0.01% | −0.68 |
| SCHV Schwab US Large-Cap Value | Reduce -87.6% | 0.09% | −0.68 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -94.2% | 0.03% | −0.51 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -96.1% | 0.02% | −0.47 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -90.8% | 0.03% | −0.36 |
| IEF iShares 7-10 Year Treasury B | Reduce -77.4% | 0.07% | −0.29 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -52.6% | 0.16% | −0.23 |
| MRK Merck & Co. Inc. | Reduce -53.2% | 0.12% | −0.22 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -38.4% | 0.33% | −0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.8% | 0.53% | −0.17 |
| PEP Pepsico Inc. | Reduce -39.4% | 0.14% | −0.16 |
| COST Costco Wholesale Corp. | Reduce -20.8% | 0.38% | −0.14 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -4.2% | 0.69% | −0.14 |
| IAU iShares Gold Trust | Reduce -37.8% | 0.18% | −0.13 |
| VOO Vanguard S&P 500 ETF | Reduce -0.9% | 2.88% | −0.13 |
| MINT PIMCO Enhanced Short Maturit | Reduce -48.2% | 0.11% | −0.13 |
| INVESTMENT MANAGERS SER TR I | Sold out | 0.00% | −0.13 |
| LHX L3HARRIS Technologies Inc. | Reduce -65.8% | 0.06% | −0.11 |
| PDI PIMCO Dynamic Income Fund | Reduce -67.6% | 0.04% | −0.11 |
| PAXS PIMCO Access Income Fund | Reduce -95.9% | 0.00% | −0.11 |
| PYPL PayPal Holdings Inc. | Reduce -45.6% | 0.11% | −0.09 |
| EFV iShares MSCI Eafe Value ETF | Reduce -33.5% | 0.16% | −0.09 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -60.4% | 0.07% | −0.09 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -49.5% | 0.07% | −0.08 |
| JPST JPMorgan Ultra-Short Income | Reduce -78.5% | 0.02% | −0.08 |
| CVX Chevron Corp. | Reduce -4.0% | 0.21% | −0.08 |
| CHKP Check Point Software Tech | Reduce -31.8% | 0.11% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.4% | 0.54% | −0.08 |
| JNK SS SPDR BB High Yield Bond | Reduce -53.1% | 0.05% | −0.07 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -45.4% | 0.07% | −0.06 |
| DLY Doubleline Yield Opport | Reduce -40.4% | 0.06% | −0.06 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -5.1% | 0.25% | −0.06 |
| IUS Invesco Rafi Strategic US Et | Reduce -37.2% | 0.08% | −0.06 |
| FXD First Trust Consumer Discret | Sold out | 0.00% | −0.06 |
| PCH Potlatchdeltic Corp. | Reduce -0.0% | 0.16% | −0.06 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -49.9% | 0.04% | −0.06 |
| STXD Strive 1000 Dividend Growth | Reduce -79.5% | 0.01% | −0.05 |
| HMOP Hartford Municipal Opp ETF | Reduce -29.2% | 0.08% | −0.05 |
| GVI iShares Intermediate Governm | Reduce -44.0% | 0.05% | −0.05 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -51.2% | 0.04% | −0.05 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -70.5% | 0.02% | −0.05 |
| COR Cencora Inc. | Reduce -28.9% | 0.10% | −0.05 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -10.0% | 0.23% | −0.05 |
| CB Chubb Ltd. | Reduce -1.0% | 0.24% | −0.05 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -4.3% | 0.25% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -4.8% | 0.27% | −0.05 |
| AMLP Alerian MLP ETF | Reduce -83.2% | 0.01% | −0.05 |
| AIZ Assurant Inc. | Reduce -81.6% | 0.01% | −0.04 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -0.5% | 0.28% | −0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| IVW iShares S&P 500 Growth ETF | Add +104.4% | 1.86% | +0.98 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +1349.4% | 1.00% | +0.93 |
| SCHX Schwab US Large-Cap ETF | Add +1225.7% | 0.91% | +0.84 |
| MSFT Microsoft Corp. | Add +18.5% | 2.52% | +0.68 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +634.2% | 0.72% | +0.62 |
| SCHG Schwab US Large-Cap Growth | Add +157.6% | 0.89% | +0.55 |
| IJT iShares S&P Small-Cap 600 GR | Add +968.9% | 0.54% | +0.49 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +849.0% | 0.37% | +0.33 |
| AVGO Broadcom Inc. | Add +0.2% | 0.99% | +0.30 |
| NVDA Nvidia Corp. | Add +8.7% | 1.04% | +0.29 |
| IBM Intl Business Machines Corp. | Add +223.1% | 0.36% | +0.25 |
| JPM JPMorgan Chase & Co. | Add +11.3% | 1.53% | +0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +34.2% | 0.81% | +0.18 |
| IWY iShares Russell Top 200 Grow | Add +3401.9% | 0.19% | +0.18 |
| IXN iShares Global Tech ETF | New | 0.18% | +0.18 |
| AMAT Applied Materials Inc. | Add +83.3% | 0.32% | +0.16 |
| META Meta Platforms Inc. Class A | Add +1.4% | 1.28% | +0.15 |
| AMZN Amazon.com Inc. | Add +11.0% | 1.42% | +0.15 |
| KO The Coca-Cola Co. | Add +125.7% | 0.27% | +0.13 |
| C Citigroup Inc. | Add +190.0% | 0.19% | +0.13 |
| CHGX Stance Sustainable Beta ETF | New | 0.12% | +0.12 |
| UBER Uber Technologies Inc. | Add +223.9% | 0.16% | +0.12 |
| QQQM Invesco Nasdaq 100 ETF | Add +45.6% | 0.35% | +0.12 |
| AVUS Avantis U.S. Equity ETF | Add +21.7% | 0.84% | +0.12 |
| CVIE Cal Intl Responsible Index | Add +48.5% | 0.37% | +0.12 |
| GEV GE Vernova Inc. | Add +406.9% | 0.13% | +0.11 |
| ORCL Oracle Corp. | Add +8.7% | 0.33% | +0.11 |
| QQXT First Trust Nasdaq-100 Ex-Te | New | 0.10% | +0.10 |
| UFEB Innovator U.S. Equity Ultra | New | 0.09% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.4% | 0.83% | +0.08 |
| LVHI Franklin International Low V | Add +69.7% | 0.26% | +0.08 |
| CGDV Cap Group Dividend Value | Add +64.5% | 0.23% | +0.08 |
| PFE Pfizer Inc. | Add +118.2% | 0.18% | +0.08 |
| PG The Procter & Gamble Co. | Add +66.4% | 0.31% | +0.08 |
| ABBV Abbvie Inc. | Add +57.2% | 0.44% | +0.08 |
| XOM Exxon Mobil Corp. | Add +46.3% | 0.56% | +0.08 |
| COWZ Pacer US Cash Cows 100 ETF | Add +51.4% | 0.30% | +0.08 |
| MCD McDonald's Corp. | Add +147.7% | 0.15% | +0.07 |
| IHDG Wisdomtree International Hed | New | 0.07% | +0.07 |
| VZ Verizon Communications Inc. | Add +50.8% | 0.35% | +0.07 |
| SPMO Invesco S&P 500 Momentum ETF | Add +335.6% | 0.09% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +6.5% | 0.32% | +0.07 |
| HD Home Depot Inc. | Add +28.4% | 0.62% | +0.07 |
| NFLX Netflix Inc. | Add +29.9% | 0.17% | +0.07 |
| CMI Cummins Inc. | Add +400.0% | 0.08% | +0.07 |
| FALN iShares Fallen Angels ETF | Add +117.6% | 0.13% | +0.06 |
| IGOV iShares International Treasu | New | 0.06% | +0.06 |
| VXF Vanguard Extended Market ETF | Add +58.7% | 0.17% | +0.06 |
| DFAU Dimensional US Core Equity M | Add +60.9% | 0.16% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +282.6% | 0.07% | +0.06 |
Options Activity Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | call | Reduce -26.2% | 7,900 | $4.9M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Reduce -15.2% | 3,900 | $2.4M |
| QQQ Invesco QQQ Trust Series 1 | put | Add +133.3% | 1,400 | $772K |
| DV Doubleverify Holdings Inc. | put | New | 18,000 | $269K |
| PFE Pfizer Inc. | call | New | 7,500 | $182K |
| HAL Halliburton Co. | call | New | 5,500 | $112K |
| TLT iShares 20+ Year Treasury BD | call | New | 600 | $53K |
| NVDA Nvidia Corp. | put | New | 300 | $47K |
| SLV iShares Silver Trust | put | New | 400 | $13K |
| SLV iShares Silver Trust | call | New | 300 | $10K |
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 |