Accretive Wealth Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), Accretive Wealth Partners, LLC reported 173 stock positions worth $354.0 million. Its top holding was iShares Russell 1000 Growth (IWF) at 5.2% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 5.1%) and Vanguard Dividend Apprec ETF (VIG, 4.6%). Compared with Q4 2025, it opened 24 new positions, sold out of 4, added to 100 and reduced 27. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +784%) and the biggest sale Fair Isaac (FICO, shares −0%).

Most Recent 13F
Q2 2026
Location
PARSIPPANY, NJ
CIK
0001844444
Portfolio Value
$354.0M (Q1 2026)
SEC Filing
0001765380-26-000122 ↗ filed Apr 22, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $226.1M Q1 2024 Q2 2024: $238.9M Q2 2024 Q3 2024: $239.1M Q3 2024 Q4 2024: $235.6M Q4 2024 Q1 2025: $283.1M Q1 2025 Q2 2025: $305.0M Q2 2025 Q3 2025: $327.8M Q3 2025 Q4 2025: $337.0M Q4 2025 Q1 2026: $354.0M $354.0M Q1 2026 Q2 2026: $411.2M Q2 2026

Holdings 173 stocks · $354.0M
IWF iShares Russell 1000 Growth 5.24% 43,487 $18.5M Add +3.2%
IJH iShares Core S&P Midcap ETF 5.14% 269,300 $18.2M Add +2.9%
VIG Vanguard Dividend Apprec ETF 4.64% 76,443 $16.4M Add +3.9%
AAPL Apple Inc. 4.51% 62,857 $16.0M Add +2.7%
VYM Vanguard High DVD Yield ETF 4.04% 96,476 $14.3M Add +8.7%
GLDM SPDR Gold Minishares Trust 3.40% 129,831 $12.0M Add +1.0%
IAU iShares Gold Trust 2.63% 105,430 $9.3M Add +0.4%
IJR iShares Core S&P Small-Cap E 2.19% 62,322 $7.7M Add +2.7%
GOOG Alphabet Inc. Class C 2.06% 25,365 $7.3M Add +1.9%
MSFT Microsoft Corp. 2.00% 19,140 $7.1M Add +3.9%
IJS iShares S&P Small-Cap 600 Va 1.95% 58,148 $6.9M Add +2.1%
AMZN Amazon.com Inc. 1.83% 31,086 $6.5M Add +4.2%
IJT iShares S&P Small-Cap 600 GR 1.56% 38,156 $5.5M Add +2.4%
DGRO iShares Core Dividend Growth 1.43% 72,151 $5.1M Add +0.0%
VONG Vanguard Russell 1000 Growth 1.31% 42,359 $4.6M Add +0.8%
JNJ Johnson & Johnson 1.28% 18,571 $4.5M Add +12.2%
XOM Exxon Mobil Corp. 1.27% 26,525 $4.5M Add +1.0%
MPC Marathon Petroleum Corp. 1.19% 17,213 $4.2M Add +0.6%
PGR Progressive Corp. 1.12% 20,017 $4.0M Add +0.4%
WMT Walmart Inc. 1.07% 30,526 $3.8M Add +1.1%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 1.04% 10,068 $3.7M Add +11.9%
IBTI iShares Ibonds Dec 2028 Term 1.02% 162,479 $3.6M Add +5.0%
IBTJ iShares Ibonds Dec 2029 Term 1.02% 165,158 $3.6M Add +6.8%
IBTH iShares Ibonds Dec 2027 Term 1.02% 160,695 $3.6M Add +4.9%
IBTG iShares Ibonds Dec 2026 Term 0.99% 153,244 $3.5M Add +3.4%
IBTM iShares Ibnds Dec 2032 TT 0.96% 147,762 $3.4M Reduce -0.5%
IBTO iShares Ibonds Dec 2033 Tres 0.95% 138,531 $3.4M Reduce -0.4%
IBTL iShares Ibonds Dec 2031 Term 0.95% 165,612 $3.4M Reduce -1.8%
IBTK iShares Ibonds Dec 2030 Trea 0.95% 171,028 $3.4M Reduce -0.7%
IBTP iShares Ibonds Dec 2034 ETF 0.93% 128,199 $3.3M Reduce -0.3%
IBTQ iShares Ibonds Dec 2035 TT 0.90% 125,970 $3.2M Reduce -0.6%
VTV Vanguard Mrngstr Val ETF-Aui 0.88% 15,944 $3.1M Add +784.3%
META Meta Platforms Inc. Class A 0.86% 5,304 $3.0M Reduce -1.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.77% 6,201 $2.7M Add +0.6%
RSG Republic Services Inc. 0.76% 12,221 $2.7M Add +0.7%
VTI VG Morningstar TS MKT ETF-US 0.75% 8,295 $2.7M Add +40.6%
PM Philip Morris International 0.73% 15,631 $2.6M Add +3.5%
GD General Dynamics Corp. 0.73% 7,528 $2.6M Add +0.2%
GOOGL Alphabet Inc. Class A 0.70% 8,571 $2.5M Add +12.9%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.68% 52,280 $2.4M Add +0.8%
CME Cme Group Inc. 0.67% 8,067 $2.4M Add +0.2%
WM Waste Management Inc. 0.67% 10,339 $2.4M Add +0.6%
KO The Coca-Cola Co. 0.63% 29,223 $2.2M Add +1.4%
CVX Chevron Corp. 0.63% 10,725 $2.2M Add +4.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.62% 13,831 $2.2M Add +8.7%
MCD McDonald's Corp. 0.61% 7,001 $2.2M Add +6.4%
COP Conocophillips 0.61% 16,314 $2.2M Add +1.7%
HD Home Depot Inc. 0.59% 6,390 $2.1M Add +0.7%
BLK BlackRock Inc. 0.57% 2,116 $2.0M Add +0.1%
SPOT Spotify Technology SA 0.57% 4,131 $2.0M Reduce -2.1%
WTW Willis Towers Watson PLC 0.55% 6,739 $2.0M Add +0.6%
UNP Union Pacific Corp. 0.54% 7,915 $1.9M Add +0.6%
SBUX Starbucks Corp. 0.50% 19,750 $1.8M Add +3.5%
SYY Sysco Corp. 0.49% 24,509 $1.7M Add +0.7%
ADP Automatic Data Processing 0.48% 8,424 $1.7M Add +1.0%
DUHP Dimensional US High Profi Et 0.48% 46,158 $1.7M New
HRL Hormel Foods Corp. 0.48% 74,585 $1.7M No change
ODFL Old Dominion Freight Line 0.47% 8,592 $1.7M Add +1.1%
BKNG Booking Holdings Inc. 0.47% 394 $1.7M Reduce -0.3%
TMO Thermo Fisher Scientific Inc. 0.47% 3,366 $1.7M Add +0.4%
BX Blackstone Inc. 0.47% 14,330 $1.6M Reduce -0.9%
ABT Abbott Laboratories 0.46% 15,929 $1.6M Add +1.7%
IVV iShares Core S&P 500 ETF 0.45% 2,459 $1.6M Reduce -0.6%
WFC Wells Fargo & Co. 0.45% 20,118 $1.6M Add +0.8%
UBER Uber Technologies Inc. 0.45% 22,255 $1.6M Reduce -0.3%
FICO Fair Isaac Corp. 0.44% 1,472 $1.6M Reduce -0.4%
CL Colgate-Palmolive Co. 0.44% 18,205 $1.6M New
V Visa Inc. Class A 0.43% 5,081 $1.5M Add +0.7%
TDG Transdigm Group Inc. 0.43% 1,307 $1.5M Add +0.1%
MNST Monster Beverage Corp. 0.42% 20,547 $1.5M Reduce -0.1%
MLM Martin Marietta Materials 0.42% 2,515 $1.5M Add +0.5%
MA Mastercard Inc. Class A 0.41% 2,905 $1.5M Add +3.4%
VEA Vanguard Ftse Developed ETF 0.40% 21,872 $1.4M Add +295.5%
CGCB Cap Group Core Bond 0.38% 51,827 $1.4M New
IBDR iShares Ibonds Dec 2026 Term 0.38% 55,728 $1.4M Add +15.3%
QQQ Invesco QQQ Trust Series 1 0.37% 2,266 $1.3M Add +3.9%
JPLD JPMorgan Ltd. Duration ETF 0.37% 24,813 $1.3M New
VOO Vanguard S&P 500 ETF 0.36% 2,134 $1.3M Add +9.9%
MCO Moody's Corp. 0.35% 2,831 $1.2M Add +0.9%
ICE Intercontinental Exchange Inc. 0.34% 7,621 $1.2M Add +1.1%
FCN Fti Consulting Inc. 0.33% 6,690 $1.2M Reduce -0.5%
VCIT Vanguard Int-Term Corporate 0.33% 14,038 $1.2M Reduce -0.4%
SPGI S&P Global Inc. 0.31% 2,546 $1.1M Add +1.2%
VHT Vanguard Health Care ETF 0.30% 3,863 $1.1M Add +21.4%
ADSK Autodesk Inc. 0.29% 4,353 $1.0M Add +1.1%
TYL Tyler Technologies Inc. 0.28% 2,911 $997K Reduce -1.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.28% 3,238 $979K Reduce -0.3%
COST Costco Wholesale Corp. 0.28% 982 $978K Add +93.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.27% 4,433 $963K Add +21.6%
INTU Intuit Inc. 0.27% 2,190 $947K Add +1.7%
CP Canadian Pacific Kansas City 0.27% 12,031 $946K Add +1.5%
FSV Firstservice Corp. 0.27% 6,800 $945K Add +0.7%
VXUS Vanguard Total Intl Stock 0.26% 11,802 $910K Add +89.3%
SYK Stryker Corp. 0.25% 2,710 $891K Reduce -0.2%
VRSK Verisk Analytics Inc. 0.24% 4,546 $863K Add +1.2%
VGT Vanguard Info Tech ETF 0.24% 1,211 $845K No change
DHR Danaher Corp. 0.24% 4,452 $844K Reduce -0.2%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.23% 34,137 $827K Add +32.8%
EFX Equifax Inc. 0.23% 4,553 $820K Add +1.2%
SCZ iShares MSCI Eafe Small-Cap 0.23% 10,163 $797K Reduce -0.1%
IBDU iShares Ibonds Dec 2029 Term 0.23% 34,239 $796K Add +19.0%
MTN Vail Resorts Inc. 0.22% 6,067 $779K Add +2.7%
WST West Pharmaceutical Services 0.21% 2,988 $749K Add +0.7%
IBDT iShares Ibonds Dec 2028 ETF 0.21% 29,316 $743K Add +31.3%
VIGI Vanguard Int Div App Indx FD 0.19% 7,786 $689K Add +5.0%
BFAM Bright Horizons Family Solut 0.19% 8,273 $679K Add +1.6%
JBL Jabil Inc. 0.19% 2,502 $665K No change
FVD First Trust Value Line DVD 0.17% 12,971 $610K New
MRK Merck & Co. Inc. 0.17% 4,952 $596K Add +6.6%
VCR Vanguard Consumer Discre ETF 0.17% 1,656 $595K No change
CAT Caterpillar Inc. 0.17% 833 $590K New
USB US Bancorp 0.17% 11,275 $586K Add +1.6%
SMH Vaneck Semiconductor ETF 0.16% 1,507 $578K No change
BRK.B Berkshire Hathaway Inc. Class B 0.15% 1,140 $546K Add +24.4%
ADBE Adobe Inc. 0.15% 2,243 $545K Add +5.3%
TLT iShares 20+ Year Treasury BD 0.15% 6,133 $532K Add +2.3%
NVDA Nvidia Corp. 0.14% 2,922 $510K Add +53.9%
QQQM Invesco Nasdaq 100 ETF 0.14% 2,103 $500K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.14% 1,712 $492K No change
ACN Accenture PLC Class A 0.14% 2,458 $487K Add +0.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.14% 1,999 $485K Add +45.2%
BNDX Vanguard Total Intl Bond ETF 0.14% 10,010 $481K New
AXP American Express Co. 0.13% 1,553 $470K Add +6.8%
IWD iShares Russell 1000 Value E 0.13% 2,183 $466K Add +1.0%
DFAS Dimensional US Small Cap ETF 0.13% 6,343 $451K No change
IVW iShares S&P 500 Growth ETF 0.13% 3,984 $451K Add +9.9%
EXEL Exelixis Inc. 0.12% 10,018 $430K Reduce -1.3%
CSGP Costar Group Inc. 0.12% 10,249 $413K Add +2.9%
BSV Vanguard Short-Term Bond ETF 0.11% 5,059 $397K New
SHEL Shell PLC-ADR 0.11% 4,000 $372K No change
JPM JPMorgan Chase & Co. 0.10% 1,241 $365K Add +39.1%
SPAB SS SPDR P Agg Bond ETF 0.10% 13,943 $357K New
IBDV iShares Ibonds Dec 2030 Corp. 0.10% 15,828 $346K Add +27.0%
PEP Pepsico Inc. 0.10% 2,188 $340K No change
NOC Northrop Grumman Corp. 0.09% 491 $335K Reduce -0.6%
GLD SPDR Gold Shares 0.09% 763 $328K Add +5.0%
VB Vanguard Most SM-Cap ETF-Usd 0.09% 1,222 $320K Add +10.4%
IWB iShares Russell 1000 ETF 0.09% 883 $315K No change
ALL Allstate Corp. 0.08% 1,450 $301K No change
PEG Public Service Enterprise GP 0.08% 3,705 $300K New
ABBV Abbvie Inc. 0.08% 1,356 $295K New
IBDW iShares Ibonds Dec 2031 Corp. 0.08% 13,894 $291K Add +13.3%
IEFA iShares Core MSCI Eafe ETF 0.08% 3,203 $290K No change
IEF iShares 7-10 Year Treasury B 0.08% 3,000 $286K No change
EMR Emerson Electric Co. 0.08% 2,106 $276K Add +2.8%
MKL Markel Group Inc. 0.08% 143 $274K No change
DFAI Dimensional International Co. 0.08% 6,992 $272K New
IBMQ iShares Ibonds Dec 2028 Muni 0.08% 10,608 $271K Add +34.4%
DFAT Dimensional US Target Value 0.08% 4,316 $270K New
IBDY iShares Ibonds Dec 2033 Corp. 0.08% 10,387 $269K Reduce -8.8%
IBMO iShares Ibonds Dec 2026 Term 0.08% 10,384 $266K New
IBMP iShares Ibonds Dec 2027 Term 0.07% 10,264 $261K New
HON Honeywell International Inc. 0.07% 1,148 $259K New
SCHF Schwab Intl Equity ETF 0.07% 10,395 $257K No change
AVGO Broadcom Inc. 0.07% 812 $251K Reduce -15.5%
VOOG Vanguard S&P 500 Growth ETF 0.07% 612 $250K No change
SPYG SS SPDR P S&P 500 Growth ETF 0.07% 2,469 $242K New
SHW The Sherwin-Williams Co. 0.07% 754 $242K No change
IAGG iShares Intl Aggregate Bond 0.06% 4,593 $230K New
IVE iShares S&P 500 Value ETF 0.06% 1,068 $226K No change
EFG iShares MSCI Eafe Growth ETF 0.06% 1,992 $222K No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.06% 2,364 $217K Add +5.8%
SPSM SS SPDR P S&P 600 Small Cap 0.06% 4,430 $214K New
USMV iShares MSCI USA Min Vol Fac 0.06% 2,280 $211K New
TSLA Tesla Inc. 0.06% 555 $206K Add +11.9%
LLY Eli Lilly & Co. 0.06% 222 $204K No change
SDY SS SPDR S&P Dividend ETF 0.06% 1,399 $204K New
SLV iShares Silver Trust 0.06% 2,993 $204K Reduce -41.2%
QTUM Defiance Quantum ETF 0.06% 1,887 $202K New
IBDX iShares Ibonds Dec 2032 TC 0.06% 7,984 $202K No change
KODK Eastman Kodak Co. 0.04% 16,500 $149K No change
BRN Barnwell Industries Inc. 0.04% 128,203 $138K New
BHR Braemar Hotels & Resorts Inc. 0.03% 41,500 $98K Reduce -34.4%

Options reported separately and not counted above: QQQ puts ($693K), JBL puts ($664K), ADBE calls ($243K), SPOT calls ($97K), NVDA puts ($52K), UBER calls ($43K), AAPL calls ($25K).

Portfolio Sells Q4 2025 → Q1 2026
FICO Fair Isaac Corp. Reduce -0.4% 0.44% −0.30
BX Blackstone Inc. Reduce -0.9% 0.47% −0.20
META Meta Platforms Inc. Class A Reduce -1.2% 0.86% −0.19
SPOT Spotify Technology SA Reduce -2.1% 0.57% −0.16
BKNG Booking Holdings Inc. Reduce -0.3% 0.47% −0.16
TYL Tyler Technologies Inc. Reduce -1.1% 0.28% −0.12
UBER Uber Technologies Inc. Reduce -0.3% 0.45% −0.09
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.08
IBTL iShares Ibonds Dec 2031 Term Reduce -1.8% 0.95% −0.07
GIS General Mills Inc. Sold out 0.00% −0.07
DHR Danaher Corp. Reduce -0.2% 0.24% −0.06
FINX Global X Fintech ETF Sold out 0.00% −0.06
IQV Iqvia Holdings Inc. Sold out 0.00% −0.06
IBTK iShares Ibonds Dec 2030 Trea Reduce -0.7% 0.95% −0.06
IBTM iShares Ibnds Dec 2032 TT Reduce -0.5% 0.96% −0.06
IBTO iShares Ibonds Dec 2033 Tres Reduce -0.4% 0.95% −0.06
IBTQ iShares Ibonds Dec 2035 TT Reduce -0.6% 0.90% −0.06
IBTP iShares Ibonds Dec 2034 ETF Reduce -0.3% 0.93% −0.06
IVV iShares Core S&P 500 ETF Reduce -0.6% 0.45% −0.05
MNST Monster Beverage Corp. Reduce -0.1% 0.42% −0.05
SLV iShares Silver Trust Reduce -41.2% 0.06% −0.04
SYK Stryker Corp. Reduce -0.2% 0.25% −0.03
AVGO Broadcom Inc. Reduce -15.5% 0.07% −0.03
BHR Braemar Hotels & Resorts Inc. Reduce -34.4% 0.03% −0.03
VCIT Vanguard Int-Term Corporate Reduce -0.4% 0.33% −0.02
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -0.3% 0.28% −0.01
IBDY iShares Ibonds Dec 2033 Corp. Reduce -8.8% 0.08% −0.01
EXEL Exelixis Inc. Reduce -1.3% 0.12% −0.01
SCZ iShares MSCI Eafe Small-Cap Reduce -0.1% 0.23% −0.01
FCN Fti Consulting Inc. Reduce -0.5% 0.33% −0.01
NOC Northrop Grumman Corp. Reduce -0.6% 0.09% +0.01

Portfolio Buys Q4 2025 → Q1 2026
VTV Vanguard Mrngstr Val ETF-Aui Add +784.3% 0.88% +0.78
DUHP Dimensional US High Profi Et New 0.48% +0.48
CL Colgate-Palmolive Co. New 0.44% +0.44
CGCB Cap Group Core Bond New 0.38% +0.38
JPLD JPMorgan Ltd. Duration ETF New 0.37% +0.37
MPC Marathon Petroleum Corp. Add +0.6% 1.19% +0.36
XOM Exxon Mobil Corp. Add +1.0% 1.27% +0.33
VEA Vanguard Ftse Developed ETF Add +295.5% 0.40% +0.29
JNJ Johnson & Johnson Add +12.2% 1.28% +0.27
VYM Vanguard High DVD Yield ETF Add +8.7% 4.04% +0.26
FVD First Trust Value Line DVD New 0.17% +0.17
CAT Caterpillar Inc. New 0.17% +0.17
VTI VG Morningstar TS MKT ETF-US Add +40.6% 0.75% +0.16
COP Conocophillips Add +1.7% 0.61% +0.16
CVX Chevron Corp. Add +4.2% 0.63% +0.16
COST Costco Wholesale Corp. Add +93.3% 0.28% +0.15
GLDM SPDR Gold Minishares Trust Add +1.0% 3.40% +0.14
QQQM Invesco Nasdaq 100 ETF New 0.14% +0.14
BNDX Vanguard Total Intl Bond ETF New 0.14% +0.14
VXUS Vanguard Total Intl Stock Add +89.3% 0.26% +0.12
BSV Vanguard Short-Term Bond ETF New 0.11% +0.11
SPAB SS SPDR P Agg Bond ETF New 0.10% +0.10
IAU iShares Gold Trust Add +0.4% 2.63% +0.10
PEG Public Service Enterprise GP New 0.08% +0.08
ABBV Abbvie Inc. New 0.08% +0.08
ODFL Old Dominion Freight Line Add +1.1% 0.47% +0.08
DFAI Dimensional International Co. New 0.08% +0.08
DFAT Dimensional US Target Value New 0.08% +0.08
IBMO iShares Ibonds Dec 2026 Term New 0.08% +0.08
IBMP iShares Ibonds Dec 2027 Term New 0.07% +0.07
HON Honeywell International Inc. New 0.07% +0.07
WMT Walmart Inc. Add +1.1% 1.07% +0.07
SPYG SS SPDR P S&P 500 Growth ETF New 0.07% +0.07
IAGG iShares Intl Aggregate Bond New 0.06% +0.06
SPSM SS SPDR P S&P 600 Small Cap New 0.06% +0.06
USMV iShares MSCI USA Min Vol Fac New 0.06% +0.06
SDY SS SPDR S&P Dividend ETF New 0.06% +0.06
QTUM Defiance Quantum ETF New 0.06% +0.06
IBDS Ishrs Ibnds Dec 27 Corp. ETF Add +32.8% 0.23% +0.05
TJX TJX Companies Inc. Add +8.7% 0.62% +0.04
VBR Vngrd Mrngst SL-CP Val ETF-U Add +21.6% 0.27% +0.04
IBDT iShares Ibonds Dec 2028 ETF Add +31.3% 0.21% +0.04
BRN Barnwell Industries Inc. New 0.04% +0.04
NVDA Nvidia Corp. Add +53.9% 0.14% +0.04
IBDR iShares Ibonds Dec 2026 Term Add +15.3% 0.38% +0.03
KO The Coca-Cola Co. Add +1.4% 0.63% +0.03
VHT Vanguard Health Care ETF Add +21.4% 0.30% +0.03
IBDU iShares Ibonds Dec 2029 Term Add +19.0% 0.23% +0.03
IJR iShares Core S&P Small-Cap E Add +2.7% 2.19% +0.02
MRK Merck & Co. Inc. Add +6.6% 0.17% +0.02

Options Activity Q4 2025 → Q1 2026
QQQ Invesco QQQ Trust Series 1 put New 1,200 $693K
JBL Jabil Inc. put New 2,500 $664K
ADBE Adobe Inc. call New 1,000 $243K
SPOT Spotify Technology SA call New 200 $97K
NVDA Nvidia Corp. put New 300 $52K
UBER Uber Technologies Inc. call New 600 $43K
AAPL Apple Inc. call New 100 $25K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 177$411.2MIWF, IJH, VIG, AAPL, VYM
Q1 2026 173$354.0MIWF, IJH, VIG, AAPL, VYM
Q4 2025 153$337.0MIWF, IJH, AAPL, VIG, VYM
Q3 2025 152$327.8MIWF, IJH, VIG, AAPL, VYM
Q2 2025 149$305.0MIWF, IJH, VIG, AAPL, VYM
Q1 2025 141$283.1MIJH, IWF, VIG, AAPL, VYM
Q4 2024 124$235.6MIWF, IJH, VIG, VYM, IJR
Q3 2024 131$239.1MIJH, IWF, VIG, VYM, IJR
Q2 2024 133$238.9MAAPL, IWF, IJH, VIG, VYM
Q1 2024 137$226.1MIJH, IWF, VIG, AAPL, VYM