Aberdeen Wealth Management LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Aberdeen Wealth Management LLC reported 176 stock positions worth $216.0 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 24.0% of the portfolio, followed by Vanguard S&P Mid-Cap 400 Val (IVOV, 5.5%) and Vanguard Dividend Apprec ETF (VIG, 4.8%). Compared with Q3 2025, it opened 13 new positions, sold out of 2, added to 39 and reduced 58. The biggest buy was a new position in VG Morningstar TS MKT ETF-US (VTI) and the biggest sale an exit from Vanguard Ultra Short Bond Et (VUSB).

Most Recent 13F
Q2 2026
Location
LAKE BLUFF, IL
CIK
0001802654
Portfolio Value
$216.0M (Q4 2025)
SEC Filing
0001398344-26-002847 ↗ filed Feb 12, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $171.8M Q1 2024 Q2 2024: $147.9M Q2 2024 Q3 2024: $152.0M Q3 2024 Q4 2024: $146.0M Q4 2024 Q1 2025: $145.0M Q1 2025 Q2 2025: $150.4M Q2 2025 Q3 2025: $159.2M Q3 2025 Q4 2025: $216.0M $216.0M Q4 2025 Q1 2026: $219.4M Q1 2026 Q2 2026: $208.3M Q2 2026

Holdings 176 stocks · $216.0M
VTI VG Morningstar TS MKT ETF-US 24.01% 154,691 $51.9M New
IVOV Vanguard S&P Mid-Cap 400 Val 5.55% 118,603 $12.0M Add +0.1%
VIG Vanguard Dividend Apprec ETF 4.80% 47,213 $10.4M Add +12.3%
AAPL Apple Inc. 2.84% 22,571 $6.1M Reduce -0.3%
MSFT Microsoft Corp. 2.56% 11,420 $5.5M Reduce -8.1%
JPM JPMorgan Chase & Co. 2.23% 14,962 $4.8M Add +0.9%
GOOGL Alphabet Inc. Class A 2.07% 14,302 $4.5M Add +1.1%
BRK.B Berkshire Hathaway Inc. Class B 1.86% 8,010 $4.0M Add +0.6%
VSS Vanguard Ftse All Wo X-US SC 1.60% 24,145 $3.5M Add +1.9%
NVDA Nvidia Corp. 1.56% 18,125 $3.4M Reduce -0.8%
FNDX Schwab Fndmntl US LRG Co. ETF 1.51% 120,140 $3.3M Add +28.4%
VXUS Vanguard Total Intl Stock 1.37% 39,140 $3.0M Add +2.1%
ADP Automatic Data Processing 1.34% 11,243 $2.9M Reduce -2.2%
GLD SPDR Gold Shares 1.28% 6,992 $2.8M Reduce -1.8%
AMAT Applied Materials Inc. 1.28% 10,740 $2.8M Reduce -0.6%
ABBV Abbvie Inc. 1.24% 11,678 $2.7M Reduce -2.7%
HD Home Depot Inc. 1.10% 6,927 $2.4M Reduce -3.2%
JNJ Johnson & Johnson 1.09% 11,372 $2.4M Reduce -1.4%
SDY SS SPDR S&P Dividend ETF 0.95% 14,774 $2.1M Add +0.1%
DVY iShares Select Dividend ETF 0.94% 14,415 $2.0M Reduce -5.0%
WMT Walmart Inc. 0.89% 17,250 $1.9M Reduce -6.7%
GOOG Alphabet Inc. Class C 0.76% 5,266 $1.7M Add +2.3%
XOM Exxon Mobil Corp. 0.73% 13,170 $1.6M Add +0.0%
VB Vanguard Most SM-Cap ETF-Usd 0.71% 5,981 $1.5M New
CL Colgate-Palmolive Co. 0.70% 19,251 $1.5M Reduce -6.3%
ABT Abbott Laboratories 0.68% 11,715 $1.5M Reduce -1.4%
LOW Lowe's Cos Inc. 0.66% 5,919 $1.4M Reduce -2.0%
AMGN Amgen Inc. 0.66% 4,349 $1.4M Reduce -1.1%
VHT Vanguard Health Care ETF 0.65% 4,847 $1.4M New
J Jacobs Solutions Inc. 0.60% 9,782 $1.3M No change
CAT Caterpillar Inc. 0.57% 2,153 $1.2M Reduce -1.4%
RTX RTX Corp. 0.56% 6,593 $1.2M No change
IAU iShares Gold Trust 0.55% 14,712 $1.2M Reduce -1.3%
KO The Coca-Cola Co. 0.55% 16,913 $1.2M Add +0.0%
UNP Union Pacific Corp. 0.54% 5,018 $1.2M Add +1.0%
PEP Pepsico Inc. 0.53% 8,051 $1.2M Reduce -0.3%
MDT Medtronic PLC 0.53% 11,854 $1.1M Reduce -1.0%
AMZN Amazon.com Inc. 0.52% 4,884 $1.1M Add +1.0%
PG The Procter & Gamble Co. 0.51% 7,756 $1.1M Reduce -2.4%
XLV SS Health Care Select Sector 0.51% 7,121 $1.1M No change
EEMV iShares MSCI Emg MKT Min Vol 0.50% 16,828 $1.1M Add +1.5%
CSCO Cisco Systems Inc. 0.49% 13,786 $1.1M Reduce -2.2%
CI The Cigna Group 0.47% 3,705 $1.0M Reduce -1.2%
MA Mastercard Inc. Class A 0.45% 1,686 $962K Add +0.1%
WAT Waters Corp. 0.44% 2,497 $948K Reduce -2.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.44% 1,384 $944K Reduce -0.6%
CSX CSX Corp. 0.42% 24,800 $899K No change
SNPS Synopsys Inc. 0.41% 1,900 $892K No change
XLE SS Energy Select Sector 0.41% 19,910 $890K No change
GILD Gilead Sciences Inc. 0.41% 7,239 $889K Add +0.0%
NSC Norfolk Southern Corp. 0.41% 3,070 $886K Add +0.0%
GE General Electric filed as GE AEROSPACE 0.40% 2,821 $869K Add +6.9%
META Meta Platforms Inc. Class A 0.40% 2,386 $854K Add +1.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.39% 2,859 $847K No change
WM Waste Management Inc. 0.39% 3,800 $835K Reduce -4.4%
EBAY eBay Inc. 0.38% 9,443 $822K Reduce -8.0%
CHKP Check Point Software Tech 0.38% 4,385 $814K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.37% 7,074 $805K Reduce -3.5%
UPS United Parcel Service Class B 0.37% 7,961 $790K Reduce -5.1%
BKNG Booking Holdings Inc. 0.36% 147 $788K No change
SO The Southern Co. 0.35% 8,773 $765K Reduce -4.4%
LLY Eli Lilly & Co. 0.35% 711 $764K Reduce -8.4%
STZ Constellation Brands Inc. Class A 0.35% 5,515 $761K No change
BSX Boston Scientific Corp. 0.34% 7,720 $736K No change
MCD McDonald's Corp. 0.34% 2,384 $729K Reduce -0.8%
TXN Texas Instruments Inc. 0.34% 4,180 $725K No change
FAST Fastenal Co. 0.32% 17,427 $699K Add +2.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.32% 12,643 $695K Add +0.7%
ORLY O'reilly Automotive Inc. 0.32% 7,604 $694K Add +1.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.31% 2,332 $677K Add +58.6%
AXP American Express Co. 0.31% 1,811 $670K Reduce -10.6%
IDXX Idexx Laboratories Inc. 0.30% 958 $648K Reduce -5.0%
VYM Vanguard High DVD Yield ETF 0.30% 4,462 $640K New
EFX Equifax Inc. 0.29% 2,900 $629K No change
COST Costco Wholesale Corp. 0.29% 716 $617K No change
IVV iShares Core S&P 500 ETF 0.28% 880 $603K Add +193.3%
CVX Chevron Corp. 0.28% 3,942 $601K Reduce -2.5%
CTAS Cintas Corp. 0.27% 3,130 $589K Reduce -1.6%
AEP American Electric Power 0.27% 5,058 $583K Reduce -4.3%
EFA iShares MSCI Eafe ETF 0.27% 6,017 $578K No change
VMC Vulcan Materials Co. 0.25% 1,876 $535K No change
KMB Kimberly-Clark Corp. 0.25% 5,248 $529K Reduce -3.7%
ITW Illinois Tool Works 0.24% 2,113 $521K Reduce -6.5%
EXPD Expeditors Intl Wash Inc. 0.24% 3,456 $515K Reduce -4.8%
LIN Linde PLC 0.23% 1,160 $495K No change
MMM 3M Co. 0.23% 3,079 $493K No change
SYK Stryker Corp. 0.23% 1,397 $491K No change
CTRA Coterra Energy Inc. 0.22% 18,463 $486K No change
COR Cencora Inc. 0.22% 1,431 $483K No change
GEV GE Vernova Inc. 0.22% 736 $481K Add +5.6%
DE Deere & Co. 0.22% 1,027 $478K No change
V Visa Inc. Class A 0.22% 1,326 $465K No change
ORCL Oracle Corp. 0.21% 2,370 $462K Reduce -2.1%
MRSH Marsh & McLennan Cos 0.21% 2,436 $452K No change
MU Micron Technology Inc. 0.21% 1,570 $448K No change
ADI Analog Devices Inc. 0.21% 1,639 $445K Reduce -8.3%
FDX FedEx Corp. 0.20% 1,524 $440K No change
SLV iShares Silver Trust 0.20% 6,825 $440K Reduce -2.9%
SCHW Schwab (charles) Corp. 0.20% 4,355 $435K Add +3.7%
BR Broadridge Financial Solutio 0.20% 1,939 $433K No change
SYY Sysco Corp. 0.20% 5,834 $430K No change
MDY State Street SPDR S&P Midcap 0.20% 701 $423K No change
NKE Nike Inc. Class B 0.19% 6,418 $409K Reduce -6.5%
ZTS Zoetis Inc. 0.19% 3,225 $406K Reduce -6.3%
TRMB Trimble Inc. 0.18% 5,000 $392K No change
IJH iShares Core S&P Midcap ETF 0.17% 5,725 $378K No change
PYPL PayPal Holdings Inc. 0.17% 6,433 $376K Reduce -3.7%
ENB Enbridge Inc. 0.17% 7,835 $375K Reduce -1.8%
SBUX Starbucks Corp. 0.17% 4,430 $373K Reduce -1.3%
TGT Target Corp. 0.17% 3,762 $368K No change
DEO Diageo PLC-Sponsored ADR 0.17% 4,220 $364K Reduce -9.4%
AMD Advanced Micro Devices 0.17% 1,671 $358K Add +20.2%
PLTR Palantir Technologies Inc. Class A 0.16% 1,910 $340K Add +0.5%
MSM MSC Industrial Direct Co. Class A 0.15% 3,909 $329K No change
PFE Pfizer Inc. 0.15% 13,121 $327K Reduce -7.6%
FITB Fifth Third Bancorp 0.15% 6,825 $319K Reduce -7.3%
MO Altria Group Inc. 0.15% 5,485 $316K Reduce -3.5%
GD General Dynamics Corp. 0.15% 932 $314K Reduce -3.1%
MELI MercadoLibre Inc. 0.14% 152 $306K No change
INTC Intel Corp. 0.14% 8,280 $306K No change
FAF First American Financial 0.14% 4,901 $301K No change
BMY Bristol-Myers Squibb Co. 0.14% 5,579 $301K Reduce -6.7%
USB US Bancorp 0.14% 5,519 $294K Add +0.1%
T AT&T Inc. 0.14% 11,763 $292K No change
NJR New Jersey Resources Corp. 0.13% 6,301 $291K Add +0.0%
OTIS Otis Worldwide Corp. 0.13% 3,299 $288K No change
MCK McKesson Corp. 0.13% 350 $287K No change
IJR iShares Core S&P Small-Cap E 0.13% 2,376 $286K Add +2.0%
HON Honeywell International Inc. 0.13% 1,442 $281K No change
EMR Emerson Electric Co. 0.13% 2,087 $277K No change
CBOE Cboe Global Markets Inc. 0.13% 1,100 $276K No change
CAH Cardinal Health Inc. 0.12% 1,303 $268K No change
GIS General Mills Inc. 0.12% 5,406 $251K Reduce -0.9%
AMTM Amentum Holdings Inc. 0.12% 8,643 $251K No change
WELL Welltower Inc. 0.12% 1,350 $251K No change
TILT NT Mstar US Ftilt ETF 0.12% 1,005 $250K New
XLB SS Materials Select Sector 0.11% 5,200 $236K No change
COP Conocophillips 0.11% 2,512 $235K Reduce -9.1%
ZBH Zimmer Biomet Holdings Inc. 0.11% 2,554 $230K No change
CEG Constellation Energy 0.10% 637 $225K No change
LMT Lockheed Martin Corp. 0.10% 462 $223K No change
PAYX Paychex Inc. 0.10% 1,983 $222K Reduce -3.9%
DOV Dover Corp. 0.10% 1,125 $220K New
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.10% 2,645 $219K No change
COF Capital One Financial Corp. 0.10% 879 $213K New
APD Air Products & Chemicals Inc. 0.10% 862 $213K No change
VZ Verizon Communications Inc. 0.10% 5,218 $213K Reduce -1.1%
AVGO Broadcom Inc. 0.10% 612 $212K New
GDX Vaneck Gold Miners ETF 0.10% 2,450 $210K New
SCHD Schwab US DVD Equity ETF 0.10% 7,616 $209K Add +1.1%
KLAC KLA Corp. 0.10% 169 $206K Reduce -10.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.09% 1,151 $204K New
IWM iShares Russell 2000 ETF 0.08% 713 $176K Add +13.2%
IWF iShares Russell 1000 Growth 0.08% 350 $166K New
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 700 $134K No change
VWO Vanguard Ftse Emerging Marke 0.05% 1,921 $103K Add +5.3%
VNQ Vanguard Real Estate ETF 0.03% 786 $70K Add +14.7%
VFH Vanguard Financials ETF 0.02% 400 $53K New
SCHB Schwab US Broad Market ETF 0.02% 1,786 $47K Add +0.5%
IWD iShares Russell 1000 Value E 0.02% 200 $42K No change
EWZ iShares MSCI Brazil ETF 0.01% 1,000 $32K No change
IEV iShares Europe ETF 0.01% 400 $27K No change
SCHG Schwab US Large-Cap Growth 0.01% 655 $21K Add +2.5%
IBB iShares Biotechnology ETF 0.01% 120 $20K No change
VGT Vanguard Info Tech ETF 0.01% 22 $17K New
IYH iShares U.S. Healthcare ETF 0.01% 250 $16K No change
SCHX Schwab US Large-Cap ETF 0.01% 600 $16K No change
EPP iShares MSCI Pacific Ex Japa 0.01% 300 $15K No change
VOO Vanguard S&P 500 ETF 0.01% 24 $15K Add +242.9%
VEU Vanguard Ftse All-World Ex-U 0.01% 185 $14K No change
SCHA Schwab US Small-Cap ETF 0.01% 400 $11K No change
RWR SS SPDR Dow Jones REIT ETF 0.00% 105 $10K No change
EEM iShares MSCI Emerging Market 0.00% 180 $10K No change
SCHV Schwab US Large-Cap Value 0.00% 300 $9K No change
IYE iShares U.S. Energy ETF 0.00% 175 $8K No change
SCHF Schwab Intl Equity ETF 0.00% 200 $5K No change

Portfolio Sells Q3 2025 → Q4 2025
VUSB Vanguard Ultra Short Bond Et Sold out 0.00% −2.12
MSFT Microsoft Corp. Reduce -8.1% 2.56% −1.49
ADP Automatic Data Processing Reduce -2.2% 1.34% −0.78
AAPL Apple Inc. Reduce -0.3% 2.84% −0.78
HD Home Depot Inc. Reduce -3.2% 1.10% −0.72
NVDA Nvidia Corp. Reduce -0.8% 1.56% −0.58
ABBV Abbvie Inc. Reduce -2.7% 1.24% −0.51
DVY iShares Select Dividend ETF Reduce -5.0% 0.94% −0.41
CL Colgate-Palmolive Co. Reduce -6.3% 0.70% −0.33
ABT Abbott Laboratories Reduce -1.4% 0.68% −0.32
WMT Walmart Inc. Reduce -6.7% 0.89% −0.31
GLD SPDR Gold Shares Reduce -1.8% 1.28% −0.31
LOW Lowe's Cos Inc. Reduce -2.0% 0.66% −0.29
JNJ Johnson & Johnson Reduce -1.4% 1.09% −0.25
PG The Procter & Gamble Co. Reduce -2.4% 0.51% −0.25
ORCL Oracle Corp. Reduce -2.1% 0.21% −0.21
CI The Cigna Group Reduce -1.2% 0.47% −0.21
EBAY eBay Inc. Reduce -8.0% 0.38% −0.21
SO The Southern Co. Reduce -4.4% 0.35% −0.19
MDT Medtronic PLC Reduce -1.0% 0.53% −0.19
KMB Kimberly-Clark Corp. Reduce -3.7% 0.25% −0.18
PEP Pepsico Inc. Reduce -0.3% 0.53% −0.18
XNEAX Nuveen Amt-FR QLTY Muni Inc. Sold out 0.00% −0.17
WM Waste Management Inc. Reduce -4.4% 0.39% −0.16
DIS The Walt Disney Co. Reduce -3.5% 0.37% −0.15
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.6% 0.44% −0.15
CTAS Cintas Corp. Reduce -1.6% 0.27% −0.14
ITW Illinois Tool Works Reduce -6.5% 0.24% −0.13
IAU iShares Gold Trust Reduce -1.3% 0.55% −0.13
ZTS Zoetis Inc. Reduce -6.3% 0.19% −0.13
MCD McDonald's Corp. Reduce -0.8% 0.34% −0.12
AMGN Amgen Inc. Reduce -1.1% 0.66% −0.12
CVX Chevron Corp. Reduce -2.5% 0.28% −0.12
CSCO Cisco Systems Inc. Reduce -2.2% 0.49% −0.11
AXP American Express Co. Reduce -10.6% 0.31% −0.11
NKE Nike Inc. Class B Reduce -6.5% 0.19% −0.11
AMAT Applied Materials Inc. Reduce -0.6% 1.28% −0.11
DEO Diageo PLC-Sponsored ADR Reduce -9.4% 0.17% −0.11
PYPL PayPal Holdings Inc. Reduce -3.7% 0.17% −0.11
IDXX Idexx Laboratories Inc. Reduce -5.0% 0.30% −0.10
AEP American Electric Power Reduce -4.3% 0.27% −0.10
MO Altria Group Inc. Reduce -3.5% 0.15% −0.09
CAT Caterpillar Inc. Reduce -1.4% 0.57% −0.08
ENB Enbridge Inc. Reduce -1.8% 0.17% −0.08
PFE Pfizer Inc. Reduce -7.6% 0.15% −0.08
UPS United Parcel Service Class B Reduce -5.1% 0.37% −0.07
ADI Analog Devices Inc. Reduce -8.3% 0.21% −0.07
SBUX Starbucks Corp. Reduce -1.3% 0.17% −0.07
PAYX Paychex Inc. Reduce -3.9% 0.10% −0.06
GD General Dynamics Corp. Reduce -3.1% 0.15% −0.06

Portfolio Buys Q3 2025 → Q4 2025
VTI VG Morningstar TS MKT ETF-US New 24.01% +24.01
VB Vanguard Most SM-Cap ETF-Usd New 0.71% +0.71
VHT Vanguard Health Care ETF New 0.65% +0.65
VYM Vanguard High DVD Yield ETF New 0.30% +0.30
IVV iShares Core S&P 500 ETF Add +193.3% 0.28% +0.15
TILT NT Mstar US Ftilt ETF New 0.12% +0.12
DOV Dover Corp. New 0.10% +0.10
COF Capital One Financial Corp. New 0.10% +0.10
AVGO Broadcom Inc. New 0.10% +0.10
GDX Vaneck Gold Miners ETF New 0.10% +0.10
VOE Vngrd Mrngstr MD-Cap Val ETF New 0.09% +0.09
IWF iShares Russell 1000 Growth New 0.08% +0.08
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +58.6% 0.31% +0.04
VFH Vanguard Financials ETF New 0.02% +0.02
AMD Advanced Micro Devices Add +20.2% 0.17% +0.02
VGT Vanguard Info Tech ETF New 0.01% +0.01
VOO Vanguard S&P 500 ETF Add +242.9% 0.01% +0.00
SCHG Schwab US Large-Cap Growth Add +2.5% 0.01% −0.00
SCHB Schwab US Broad Market ETF Add +0.5% 0.02% −0.01
VNQ Vanguard Real Estate ETF Add +14.7% 0.03% −0.01
VWO Vanguard Ftse Emerging Marke Add +5.3% 0.05% −0.01
IWM iShares Russell 2000 ETF Add +13.2% 0.08% −0.01
GOOG Alphabet Inc. Class C Add +2.3% 0.76% −0.02
USB US Bancorp Add +0.1% 0.14% −0.03
FNDX Schwab Fndmntl US LRG Co. ETF Add +28.4% 1.51% −0.03
SCHD Schwab US DVD Equity ETF Add +1.1% 0.10% −0.03
IJR iShares Core S&P Small-Cap E Add +2.0% 0.13% −0.04
GEV GE Vernova Inc. Add +5.6% 0.22% −0.05
SCHW Schwab (charles) Corp. Add +3.7% 0.20% −0.05
NJR New Jersey Resources Corp. Add +0.0% 0.13% −0.06
PLTR Palantir Technologies Inc. Class A Add +0.5% 0.16% −0.06
BAC Bank of America Corp. Add +0.7% 0.32% −0.09
GOOGL Alphabet Inc. Class A Add +1.1% 2.07% −0.09
GILD Gilead Sciences Inc. Add +0.0% 0.41% −0.09
GE General Electric Add +6.9% 0.40% −0.10
AMZN Amazon.com Inc. Add +1.0% 0.52% −0.14
MA Mastercard Inc. Class A Add +0.1% 0.45% −0.16
KO The Coca-Cola Co. Add +0.0% 0.55% −0.16
EEMV iShares MSCI Emg MKT Min Vol Add +1.5% 0.50% −0.17
NSC Norfolk Southern Corp. Add +0.0% 0.41% −0.17
META Meta Platforms Inc. Class A Add +1.9% 0.40% −0.18
ORLY O'reilly Automotive Inc. Add +1.4% 0.32% −0.19
FAST Fastenal Co. Add +2.8% 0.32% −0.20
XOM Exxon Mobil Corp. Add +0.0% 0.73% −0.20
UNP Union Pacific Corp. Add +1.0% 0.54% −0.20
SDY SS SPDR S&P Dividend ETF Add +0.1% 0.95% −0.35
VXUS Vanguard Total Intl Stock Add +2.1% 1.37% −0.40
VSS Vanguard Ftse All Wo X-US SC Add +1.9% 1.60% −0.52
BRK.B Berkshire Hathaway Inc. Class B Add +0.6% 1.86% −0.65
JPM JPMorgan Chase & Co. Add +0.9% 2.23% −0.71

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 426$208.3MVTI, VIG, IVOV, FNDX, AMAT
Q1 2026 179$219.4MVTI, VIG, IVOV, AAPL, FNDX
Q4 2025 176$216.0MVTI, IVOV, VIG, AAPL, MSFT
Q3 2025 165$159.2MIVOV, VIG, MSFT, AAPL, JPM
Q2 2025 165$150.4MIVOV, VIG, MSFT, AAPL, JPM
Q1 2025 159$145.0MIVOV, VIG, AAPL, MSFT, BRK.B
Q4 2024 165$146.0MIVOV, VIG, AAPL, MSFT, BRK.B
Q3 2024 167$152.0MIVOV, VIG, AAPL, MSFT, BRK.B
Q2 2024 169$147.9MIVOV, VIG, AAPL, MSFT, GOOGL
Q1 2024 173$171.8MRYAN, IVOV, VIG, MSFT, AAPL