ALL ETF Holdings
$2,544,660,518
Total AUM
$2,911,670,818
Total ETF Assets
24,977
Total Accounts
Firm Data Courtesy of RIA Database
Top 5 ETF Holdings
- VTI: $489,035,959
- QUAL: $338,613,831
- VEA: $332,523,155
- BND: $325,701,810
- VTV: $220,390,818
Top 5 ETF Sectors
- Large Cap Growth Equities
- Foreign Large Cap Equities
- Total Bond Market
- Large Cap Blend Equities
- Corporate Bonds
Top 5 ETF Issuers
- Vanguard
- iShares
- State Street SPDR
- Roundhill
- JPMorgan
Top 20 ETF Holdings
ETF Ownership – By Year
ETF Ownership – By Quarter
Notes:
• ETF data as of March 31, 2024.
• Assets under management are as reported on the firm’s form ADV
Part I as of March 31st of any given year.
For details on how firms qualified for this list, please see our Methodology.