LPL Financial LLC Portfolio Holdings

Q3 2025•5,402 long positions•$340.07B portfolio value

Holding5,598	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 iShares Core S&P 500 ETF IVV	ETF ETF	$6.8B 1.99%	+$522.5M Bought	— 10.1M shares	9.3M → 10.1M +$522.5M	+8.38%	— —	≤ Q2 2013 Held for 12y 5m+
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$6.6B 1.95%	+$207.6M Bought	— 9.9M shares	9.6M → 9.9M +$207.6M	+3.24%	— —	≤ Q2 2013 Held for 12y 5m+
3 Invesco QQQ Trust QQQ	ETF ETF	$6.3B 1.87%	+$247.2M Bought	— 10.6M shares	10.2M → 10.6M +$247.2M	+4.06%	— —	≤ Q2 2013 Held for 12y 5m+
4 Nvidia NVDA	Semiconductors Technology	$6.1B 1.8%	+$251.1M Bought	0.135% 32.8M shares	31.4M → 32.8M +$251.1M	+4.28%	$4.54T Mega Cap	≤ Q2 2013 Held for 12y 5m+
5 Apple AAPL	Consumer Electronics Technology	$5.8B 1.71%	+$344.6M Bought	0.154% 22.9M shares	21.5M → 22.9M +$344.6M	+6.3%	$3.78T Mega Cap	≤ Q2 2013 Held for 12y 5m+
6 Microsoft MSFT	Software - Infrastructure Technology	$4.9B 1.45%	+$282.6M Bought	0.128% 9.5M shares	9.0M → 9.5M +$282.6M	+6.09%	$3.85T Mega Cap	≤ Q2 2013 Held for 12y 5m+
7 Vanguard Total Stock Market VTI	ETF ETF	$4.5B 1.33%	+$93.4M Bought	— 13.8M shares	13.5M → 13.8M +$93.4M	+2.11%	— —	≤ Q2 2013 Held for 12y 5m+
8 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$4.1B 1.2%	+$138.0M Bought	— 39.2M shares	37.9M → 39.2M +$138.0M	+3.49%	— —	≤ Q2 2013 Held for 12y 5m+
9 Vanguard S&P 500 ETF VOO	ETF ETF	$3.9B 1.14%	+$139.0M Bought	— 6.3M shares	6.1M → 6.3M +$139.0M	+3.71%	— —	≤ Q2 2013 Held for 12y 5m+
10 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$3.8B 1.12%	+$292.0M Bought	— 48.5M shares	44.7M → 48.5M +$292.0M	+8.33%	— —	Q1 2015 Held for 10y 8m
11 iShares MSCI USA Quality Factor QUAL	ETF ETF	$3.6B 1.06%	-$183.3M Sold	— 18.5M shares	19.5M → 18.5M −$183.3M	-4.84%	— —	Q3 2013 Held for 12y 2m
12 Amazon AMZN	Specialty Retail Consumer Cyclical	$3.5B 1.02%	+$222.4M Bought	0.149% 15.9M shares	14.9M → 15.9M +$222.4M	+6.82%	$2.34T Mega Cap	≤ Q2 2013 Held for 12y 5m+
13 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$3.4B 1.0%	+$91.1M Bought	— 39.0M shares	37.9M → 39.0M +$91.1M	+2.75%	— —	≤ Q2 2013 Held for 12y 5m+
14 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$3.1B 0.911%	+$270.9M Bought	— 47.0M shares	42.9M → 47.0M +$270.9M	+9.58%	— —	≤ Q2 2013 Held for 12y 5m+
15 Vanguard Growth VUG	ETF ETF	$2.6B 0.771%	+$62.8M Bought	— 5.5M shares	5.3M → 5.5M +$62.8M	+2.45%	— —	≤ Q2 2013 Held for 12y 5m+
16 iShares U.S. Treasury Bond GOVT	ETF ETF	$2.6B 0.756%	+$126.7M Bought	— 111.2M shares	105.7M → 111.2M +$126.7M	+5.18%	— —	≤ Q2 2013 Held for 12y 5m+
17 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$2.6B 0.756%	+$71.9M Bought	— 46.4M shares	45.1M → 46.4M +$71.9M	+2.88%	— —	≤ Q2 2013 Held for 12y 5m+
18 iShares MBS MBB	ETF ETF	$2.5B 0.75%	+$137.7M Bought	— 26.8M shares	25.4M → 26.8M +$137.7M	+5.71%	— —	≤ Q2 2013 Held for 12y 5m+
19 BlackRock U.S. Equity Factor Rotation DYNF	ETF ETF	$2.4B 0.712%	+$515.9M Bought	— 40.9M shares	32.2M → 40.9M +$515.9M	+27.09%	— —	Q4 2023 Held for 1y 11m
20 Invesco NASDAQ 100 ETF QQQM	ETF ETF	$2.4B 0.71%	+$240.1M Bought	— 9.8M shares	8.8M → 9.8M +$240.1M	+11.05%	— —	Q1 2021 Held for 4y 8m
21 iShares S&P 500 Growth ETF IVW	ETF ETF	$2.3B 0.691%	+$100.2M Bought	— 19.5M shares	18.6M → 19.5M +$100.2M	+4.46%	— —	≤ Q2 2013 Held for 12y 5m+
22 iShares Core S&P U.S. Growth IUSG	ETF ETF	$2.3B 0.679%	+$64.0M Bought	— 14.0M shares	13.6M → 14.0M +$64.0M	+2.85%	— —	≤ Q2 2013 Held for 12y 5m+
23 CGDV Capital Group Dividend Value CGDV	ETF ETF	$2.2B 0.65%	+$408.8M Bought	— 52.6M shares	42.9M → 52.6M +$408.8M	+22.69%	— —	Q2 2022 Held for 3y 5m
24 Technology Select Sector SPDR Fund XLK	ETF ETF	$2.2B 0.637%	+$27.8M Bought	— 7.7M shares	7.6M → 7.7M +$27.8M	+1.3%	— —	≤ Q2 2013 Held for 12y 5m+
25 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$2.1B 0.62%	+$160.2M Bought	0.114% 2.9M shares	2.7M → 2.9M +$160.2M	+8.23%	$1.84T Mega Cap	≤ Q2 2013 Held for 12y 5m+
26 iShares Core Total USD Bond Market IUSB	ETF ETF	$2.1B 0.612%	-$125.9M Sold	— 44.5M shares	47.2M → 44.5M −$125.9M	-5.71%	— —	Q2 2015 Held for 10y 5m
27 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$2.0B 0.6%	+$163.6M Bought	0.069% 8.4M shares	7.7M → 8.4M +$163.6M	+8.71%	$2.95T Mega Cap	≤ Q2 2013 Held for 12y 5m+
28 Broadcom Inc. AVGO	Semiconductors Technology	$2.0B 0.589%	+$113.8M Bought	0.129% 6.1M shares	5.7M → 6.1M +$113.8M	+6.02%	$1.56T Mega Cap	Q2 2017 Held for 8y 5m
29 Vanguard Value VTV	ETF ETF	$2.0B 0.58%	+$45.1M Bought	— 10.6M shares	10.3M → 10.6M +$45.1M	+2.34%	— —	≤ Q2 2013 Held for 12y 5m+
30 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$2.0B 0.578%	+$31.8M Bought	— 16.5M shares	16.3M → 16.5M +$31.8M	+1.65%	— —	≤ Q2 2013 Held for 12y 5m+
31 First Trust Rising Dividend Achievers RDVY	ETF ETF	$1.9B 0.546%	+$114.4M Bought	— 27.6M shares	25.9M → 27.6M +$114.4M	+6.57%	— —	Q4 2014 Held for 10y 11m
32 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$1.8B 0.532%	+$114.7M Bought	— 27.7M shares	26.0M → 27.7M +$114.7M	+6.77%	— —	≤ Q2 2013 Held for 12y 5m+
33 iShares Russell 2000 IWM	ETF ETF	$1.8B 0.524%	+$76.1M Bought	— 7.4M shares	7.1M → 7.4M +$76.1M	+4.46%	— —	≤ Q2 2013 Held for 12y 5m+
34 iShares S&P 500 Value IVE	ETF ETF	$1.8B 0.519%	+$131.0M Bought	— 8.5M shares	7.9M → 8.5M +$131.0M	+8.02%	— —	≤ Q2 2013 Held for 12y 5m+
35 iShares Russell 1000 Growth IWF	ETF ETF	$1.7B 0.508%	+$94.7M Bought	— 3.7M shares	3.5M → 3.7M +$94.7M	+5.8%	— —	≤ Q2 2013 Held for 12y 5m+
36 Vanguard FTSE Developed Markets VEA	ETF ETF	$1.7B 0.501%	+$21.9M Bought	— 28.5M shares	28.1M → 28.5M +$21.9M	+1.3%	— —	≤ Q2 2013 Held for 12y 5m+
37 Capital Group Growth CGGR	ETF ETF	$1.7B 0.498%	+$375.6M Bought	— 38.6M shares	30.0M → 38.6M +$375.6M	+28.47%	— —	Q2 2022 Held for 3y 5m
38 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$1.7B 0.486%	+$54.5M Bought	0.153% 3.3M shares	3.2M → 3.3M +$54.5M	+3.41%	$1.08T Mega Cap	Q4 2019 Held for 5y 11m
39 JPMorgan Chase JPM	Banks - Diversified Financial Services	$1.6B 0.484%	+$131.8M Bought	0.19% 5.2M shares	4.8M → 5.2M +$131.8M	+8.7%	$867.35B Mega Cap	≤ Q2 2013 Held for 12y 5m+
40 GLD SPDR Gold Trust GLD	Unknown Unknown	$1.6B 0.476%	+$113.0M Bought	— 4.6M shares	4.2M → 4.6M +$113.0M	+7.51%	— —	Q4 2022 Held for 2y 11m
41 SPIB SPDR Portfolio Intermediate Term Corporate Bond SPIB	ETF ETF	$1.6B 0.466%	+$63.5M Bought	— 46.7M shares	44.9M → 46.7M +$63.5M	+4.18%	— —	≤ Q2 2013 Held for 12y 5m+
42 iShares Core S&P U.S. Value IUSV	ETF ETF	$1.6B 0.465%	+$64.7M Bought	— 15.8M shares	15.2M → 15.8M +$64.7M	+4.26%	— —	≤ Q2 2013 Held for 12y 5m+
43 Vanguard Dividend Appreciation VIG	Unknown Unknown	$1.5B 0.436%	+$79.5M Bought	— 6.9M shares	6.5M → 6.9M +$79.5M	+5.66%	— —	Q4 2022 Held for 2y 11m
44 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$1.5B 0.428%	+$173.1M Bought	— 34.1M shares	30.0M → 34.1M +$173.1M	+13.48%	— —	≤ Q2 2013 Held for 12y 5m+
45 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$1.5B 0.427%	+$63.6M Bought	0.049% 6.0M shares	5.7M → 6.0M +$63.6M	+4.58%	$2.95T Mega Cap	Q2 2014 Held for 11y 5m
46 iShares S&P 100 OEF	ETF ETF	$1.4B 0.415%	+$519.3M Bought	— 4.2M shares	2.7M → 4.2M +$519.3M	+58.24%	— —	≤ Q2 2013 Held for 12y 5m+
47 EFV iShares MSCI EAFE Value EFV	ETF ETF	$1.4B 0.414%	-$133.8M Sold	— 20.7M shares	22.7M → 20.7M −$133.8M	-8.69%	— —	≤ Q2 2013 Held for 12y 5m+
48 FT Vest Laddered Buffer BUFR	ETF ETF	$1.4B 0.413%	+$74.3M Bought	— 42.0M shares	39.8M → 42.0M +$74.3M	+5.59%	— —	Q4 2021 Held for 3y 11m
49 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$1.4B 0.412%	+$33.8M Bought	0.095% 3.2M shares	3.1M → 3.2M +$33.8M	+2.47%	$1.48T Mega Cap	Q2 2017 Held for 8y 5m
50 SPDR Portfolio Intermediate Term Treasury SPTI	ETF ETF	$1.4B 0.4%	+$84.4M Bought	— 47.1M shares	44.2M → 47.1M +$84.4M	+6.61%	— —	Q3 2014 Held for 11y 2m

Holding5,598	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 iShares Core S&P 500 ETF IVV	ETF ETF	$6.8B 1.99%	+$522.5M Bought	— 10.1M shares	9.3M → 10.1M +$522.5M	+8.38%	— —	≤ Q2 2013 Held for 12y 5m+
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$6.6B 1.95%	+$207.6M Bought	— 9.9M shares	9.6M → 9.9M +$207.6M	+3.24%	— —	≤ Q2 2013 Held for 12y 5m+
3 Invesco QQQ Trust QQQ	ETF ETF	$6.3B 1.87%	+$247.2M Bought	— 10.6M shares	10.2M → 10.6M +$247.2M	+4.06%	— —	≤ Q2 2013 Held for 12y 5m+
4 Nvidia NVDA	Semiconductors Technology	$6.1B 1.8%	+$251.1M Bought	0.135% 32.8M shares	31.4M → 32.8M +$251.1M	+4.28%	$4.54T Mega Cap	≤ Q2 2013 Held for 12y 5m+
5 Apple AAPL	Consumer Electronics Technology	$5.8B 1.71%	+$344.6M Bought	0.154% 22.9M shares	21.5M → 22.9M +$344.6M	+6.3%	$3.78T Mega Cap	≤ Q2 2013 Held for 12y 5m+
6 Microsoft MSFT	Software - Infrastructure Technology	$4.9B 1.45%	+$282.6M Bought	0.128% 9.5M shares	9.0M → 9.5M +$282.6M	+6.09%	$3.85T Mega Cap	≤ Q2 2013 Held for 12y 5m+
7 Vanguard Total Stock Market VTI	ETF ETF	$4.5B 1.33%	+$93.4M Bought	— 13.8M shares	13.5M → 13.8M +$93.4M	+2.11%	— —	≤ Q2 2013 Held for 12y 5m+
8 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$4.1B 1.2%	+$138.0M Bought	— 39.2M shares	37.9M → 39.2M +$138.0M	+3.49%	— —	≤ Q2 2013 Held for 12y 5m+
9 Vanguard S&P 500 ETF VOO	ETF ETF	$3.9B 1.14%	+$139.0M Bought	— 6.3M shares	6.1M → 6.3M +$139.0M	+3.71%	— —	≤ Q2 2013 Held for 12y 5m+
10 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$3.8B 1.12%	+$292.0M Bought	— 48.5M shares	44.7M → 48.5M +$292.0M	+8.33%	— —	Q1 2015 Held for 10y 8m
11 iShares MSCI USA Quality Factor QUAL	ETF ETF	$3.6B 1.06%	-$183.3M Sold	— 18.5M shares	19.5M → 18.5M −$183.3M	-4.84%	— —	Q3 2013 Held for 12y 2m
12 Amazon AMZN	Specialty Retail Consumer Cyclical	$3.5B 1.02%	+$222.4M Bought	0.149% 15.9M shares	14.9M → 15.9M +$222.4M	+6.82%	$2.34T Mega Cap	≤ Q2 2013 Held for 12y 5m+
13 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$3.4B 1.0%	+$91.1M Bought	— 39.0M shares	37.9M → 39.0M +$91.1M	+2.75%	— —	≤ Q2 2013 Held for 12y 5m+
14 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$3.1B 0.911%	+$270.9M Bought	— 47.0M shares	42.9M → 47.0M +$270.9M	+9.58%	— —	≤ Q2 2013 Held for 12y 5m+
15 Vanguard Growth VUG	ETF ETF	$2.6B 0.771%	+$62.8M Bought	— 5.5M shares	5.3M → 5.5M +$62.8M	+2.45%	— —	≤ Q2 2013 Held for 12y 5m+
16 iShares U.S. Treasury Bond GOVT	ETF ETF	$2.6B 0.756%	+$126.7M Bought	— 111.2M shares	105.7M → 111.2M +$126.7M	+5.18%	— —	≤ Q2 2013 Held for 12y 5m+
17 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$2.6B 0.756%	+$71.9M Bought	— 46.4M shares	45.1M → 46.4M +$71.9M	+2.88%	— —	≤ Q2 2013 Held for 12y 5m+
18 iShares MBS MBB	ETF ETF	$2.5B 0.75%	+$137.7M Bought	— 26.8M shares	25.4M → 26.8M +$137.7M	+5.71%	— —	≤ Q2 2013 Held for 12y 5m+
19 BlackRock U.S. Equity Factor Rotation DYNF	ETF ETF	$2.4B 0.712%	+$515.9M Bought	— 40.9M shares	32.2M → 40.9M +$515.9M	+27.09%	— —	Q4 2023 Held for 1y 11m
20 Invesco NASDAQ 100 ETF QQQM	ETF ETF	$2.4B 0.71%	+$240.1M Bought	— 9.8M shares	8.8M → 9.8M +$240.1M	+11.05%	— —	Q1 2021 Held for 4y 8m
21 iShares S&P 500 Growth ETF IVW	ETF ETF	$2.3B 0.691%	+$100.2M Bought	— 19.5M shares	18.6M → 19.5M +$100.2M	+4.46%	— —	≤ Q2 2013 Held for 12y 5m+
22 iShares Core S&P U.S. Growth IUSG	ETF ETF	$2.3B 0.679%	+$64.0M Bought	— 14.0M shares	13.6M → 14.0M +$64.0M	+2.85%	— —	≤ Q2 2013 Held for 12y 5m+
23 CGDV Capital Group Dividend Value CGDV	ETF ETF	$2.2B 0.65%	+$408.8M Bought	— 52.6M shares	42.9M → 52.6M +$408.8M	+22.69%	— —	Q2 2022 Held for 3y 5m
24 Technology Select Sector SPDR Fund XLK	ETF ETF	$2.2B 0.637%	+$27.8M Bought	— 7.7M shares	7.6M → 7.7M +$27.8M	+1.3%	— —	≤ Q2 2013 Held for 12y 5m+
25 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$2.1B 0.62%	+$160.2M Bought	0.114% 2.9M shares	2.7M → 2.9M +$160.2M	+8.23%	$1.84T Mega Cap	≤ Q2 2013 Held for 12y 5m+
26 iShares Core Total USD Bond Market IUSB	ETF ETF	$2.1B 0.612%	-$125.9M Sold	— 44.5M shares	47.2M → 44.5M −$125.9M	-5.71%	— —	Q2 2015 Held for 10y 5m
27 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$2.0B 0.6%	+$163.6M Bought	0.069% 8.4M shares	7.7M → 8.4M +$163.6M	+8.71%	$2.95T Mega Cap	≤ Q2 2013 Held for 12y 5m+
28 Broadcom Inc. AVGO	Semiconductors Technology	$2.0B 0.589%	+$113.8M Bought	0.129% 6.1M shares	5.7M → 6.1M +$113.8M	+6.02%	$1.56T Mega Cap	Q2 2017 Held for 8y 5m
29 Vanguard Value VTV	ETF ETF	$2.0B 0.58%	+$45.1M Bought	— 10.6M shares	10.3M → 10.6M +$45.1M	+2.34%	— —	≤ Q2 2013 Held for 12y 5m+
30 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$2.0B 0.578%	+$31.8M Bought	— 16.5M shares	16.3M → 16.5M +$31.8M	+1.65%	— —	≤ Q2 2013 Held for 12y 5m+
31 First Trust Rising Dividend Achievers RDVY	ETF ETF	$1.9B 0.546%	+$114.4M Bought	— 27.6M shares	25.9M → 27.6M +$114.4M	+6.57%	— —	Q4 2014 Held for 10y 11m
32 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$1.8B 0.532%	+$114.7M Bought	— 27.7M shares	26.0M → 27.7M +$114.7M	+6.77%	— —	≤ Q2 2013 Held for 12y 5m+
33 iShares Russell 2000 IWM	ETF ETF	$1.8B 0.524%	+$76.1M Bought	— 7.4M shares	7.1M → 7.4M +$76.1M	+4.46%	— —	≤ Q2 2013 Held for 12y 5m+
34 iShares S&P 500 Value IVE	ETF ETF	$1.8B 0.519%	+$131.0M Bought	— 8.5M shares	7.9M → 8.5M +$131.0M	+8.02%	— —	≤ Q2 2013 Held for 12y 5m+
35 iShares Russell 1000 Growth IWF	ETF ETF	$1.7B 0.508%	+$94.7M Bought	— 3.7M shares	3.5M → 3.7M +$94.7M	+5.8%	— —	≤ Q2 2013 Held for 12y 5m+
36 Vanguard FTSE Developed Markets VEA	ETF ETF	$1.7B 0.501%	+$21.9M Bought	— 28.5M shares	28.1M → 28.5M +$21.9M	+1.3%	— —	≤ Q2 2013 Held for 12y 5m+
37 Capital Group Growth CGGR	ETF ETF	$1.7B 0.498%	+$375.6M Bought	— 38.6M shares	30.0M → 38.6M +$375.6M	+28.47%	— —	Q2 2022 Held for 3y 5m
38 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$1.7B 0.486%	+$54.5M Bought	0.153% 3.3M shares	3.2M → 3.3M +$54.5M	+3.41%	$1.08T Mega Cap	Q4 2019 Held for 5y 11m
39 JPMorgan Chase JPM	Banks - Diversified Financial Services	$1.6B 0.484%	+$131.8M Bought	0.19% 5.2M shares	4.8M → 5.2M +$131.8M	+8.7%	$867.35B Mega Cap	≤ Q2 2013 Held for 12y 5m+
40 GLD SPDR Gold Trust GLD	Unknown Unknown	$1.6B 0.476%	+$113.0M Bought	— 4.6M shares	4.2M → 4.6M +$113.0M	+7.51%	— —	Q4 2022 Held for 2y 11m
41 SPIB SPDR Portfolio Intermediate Term Corporate Bond SPIB	ETF ETF	$1.6B 0.466%	+$63.5M Bought	— 46.7M shares	44.9M → 46.7M +$63.5M	+4.18%	— —	≤ Q2 2013 Held for 12y 5m+
42 iShares Core S&P U.S. Value IUSV	ETF ETF	$1.6B 0.465%	+$64.7M Bought	— 15.8M shares	15.2M → 15.8M +$64.7M	+4.26%	— —	≤ Q2 2013 Held for 12y 5m+
43 Vanguard Dividend Appreciation VIG	Unknown Unknown	$1.5B 0.436%	+$79.5M Bought	— 6.9M shares	6.5M → 6.9M +$79.5M	+5.66%	— —	Q4 2022 Held for 2y 11m
44 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$1.5B 0.428%	+$173.1M Bought	— 34.1M shares	30.0M → 34.1M +$173.1M	+13.48%	— —	≤ Q2 2013 Held for 12y 5m+
45 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$1.5B 0.427%	+$63.6M Bought	0.049% 6.0M shares	5.7M → 6.0M +$63.6M	+4.58%	$2.95T Mega Cap	Q2 2014 Held for 11y 5m
46 iShares S&P 100 OEF	ETF ETF	$1.4B 0.415%	+$519.3M Bought	— 4.2M shares	2.7M → 4.2M +$519.3M	+58.24%	— —	≤ Q2 2013 Held for 12y 5m+
47 EFV iShares MSCI EAFE Value EFV	ETF ETF	$1.4B 0.414%	-$133.8M Sold	— 20.7M shares	22.7M → 20.7M −$133.8M	-8.69%	— —	≤ Q2 2013 Held for 12y 5m+
48 FT Vest Laddered Buffer BUFR	ETF ETF	$1.4B 0.413%	+$74.3M Bought	— 42.0M shares	39.8M → 42.0M +$74.3M	+5.59%	— —	Q4 2021 Held for 3y 11m
49 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$1.4B 0.412%	+$33.8M Bought	0.095% 3.2M shares	3.1M → 3.2M +$33.8M	+2.47%	$1.48T Mega Cap	Q2 2017 Held for 8y 5m
50 SPDR Portfolio Intermediate Term Treasury SPTI	ETF ETF	$1.4B 0.4%	+$84.4M Bought	— 47.1M shares	44.2M → 47.1M +$84.4M	+6.61%	— —	Q3 2014 Held for 11y 2m

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