Acima Private Wealth, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Acima Private Wealth, LLC reported 194 stock positions worth $271.2 million. Its top holding was Goldman Activebeta US LC ETF (GSLC) at 8.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 7.5%) and iShares Core S&P Midcap ETF (IJH, 6.0%). Compared with Q4 2023, it opened 2 new positions, sold out of 42, added to 30 and reduced 36. The biggest buy was a new position in JPMorgan Intl BND ETF (JPIB) and the biggest sale an exit from iShares Intl Aggregate Bond (IAGG).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001761961
Portfolio Value
$271.2M (Q1 2024)
SEC Filing
0001761961-24-000008 ↗ filed May 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $271.2M $271.2M Q1 2024 Q2 2024: $272.2M Q2 2024 Q3 2024: $298.4M Q3 2024 Q4 2024: $297.1M Q4 2024 Q1 2025: $278.7M Q1 2025 Q2 2025: $293.4M Q2 2025 Q3 2025: $319.4M Q3 2025 Q4 2025: $322.2M Q4 2025 Q1 2026: $318.6M Q1 2026 Q2 2026: $344.3M Q2 2026

Holdings 194 stocks · $271.2M
GSLC Goldman Activebeta US LC ETF 8.06% 210,722 $21.9M Add +60.6%
IVV iShares Core S&P 500 ETF 7.53% 38,830 $20.4M Reduce -2.3%
IJH iShares Core S&P Midcap ETF 5.99% 267,698 $16.3M Add +4.3%
JPIB JPMorgan Intl BND ETF 4.80% 273,556 $13.0M New
BOND PIMCO Active Bond Exchange-T 4.24% 125,151 $11.5M Add +1.4%
GTO Invesco Total Return Bond Et 4.24% 245,471 $11.5M Add +1.3%
JCPB JPMorgan Core Plus Bond ETF 4.22% 245,632 $11.5M Add +1.4%
IEMG iShares Core MSCI Emerging 2.68% 141,089 $7.3M Add +0.1%
AAPL Apple Inc. 2.58% 40,860 $7.0M Reduce -6.8%
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 2.20% 191,715 $6.0M Add +4.6%
EMLC Vaneck JPM Em Local Curr BND 2.18% 241,037 $5.9M Add +50.5%
AGG iShares Core U.S. Aggregate 2.13% 58,950 $5.8M Add +0.7%
VTI VG Morningstar TS MKT ETF-US 2.03% 21,206 $5.5M Add +0.4%
IEFA iShares Core MSCI Eafe ETF 1.78% 65,043 $4.8M Add +0.1%
IGM iShares Expanded Tech Sector 1.70% 53,400 $4.6M No change
EZU iShares MSCI Eurozone ETF 1.60% 84,925 $4.3M Add +18.6%
IWP iShares Russell Mid-Cap Grow 1.56% 37,139 $4.2M No change
XLF SS Financial Select Sector 1.47% 94,607 $4.0M No change
AAXJ iShares MSCI All Country Asi 1.38% 55,119 $3.7M Add +38.7%
RSP Invesco S&P 500 Equal Weight 1.29% 20,636 $3.5M Add +1404.1%
NOW ServiceNow Inc. 1.22% 4,324 $3.3M No change
IEUR iShares Core MSCI Europe ETF 1.17% 55,052 $3.2M Add +38.4%
MSFT Microsoft Corp. 1.15% 7,406 $3.1M Reduce -5.0%
CGCP Cap Group Core Plus Income 1.05% 127,221 $2.9M Add +1.3%
XOP SS SPDR S&P Og Exp & Prod 1.02% 17,944 $2.8M Reduce -0.1%
XLP SS Consumer Staples Sel Sect 0.92% 32,625 $2.5M No change
FM iShares Frontier and Select 0.87% 82,440 $2.4M Add +43.1%
FLIA Franklin International Aggre 0.86% 114,660 $2.3M New
LOW Lowe's Cos Inc. 0.84% 8,905 $2.3M Reduce -0.5%
VTEB Vanguard Tax-Exempt Bond ETF 0.76% 40,738 $2.1M Add +5.6%
BBJP JPMorgan Betabuilders Japan 0.76% 35,094 $2.1M Add +24.7%
JMUB JPMorgan Municipal ETF 0.70% 37,643 $1.9M No change
VIG Vanguard Dividend Apprec ETF 0.69% 10,292 $1.9M Add +0.7%
MCHI iShares MSCI China ETF 0.68% 46,729 $1.9M Add +12.8%
EWA iShares MSCI Australia ETF 0.68% 74,305 $1.8M Add +46.8%
XLK SS Technology Select Sector 0.67% 8,701 $1.8M No change
INDA iShares MSCI India ETF 0.63% 32,975 $1.7M Add +1.6%
MUB iShares National Muni Bond E 0.61% 15,460 $1.7M Add +9.5%
EWZ iShares MSCI Brazil ETF 0.59% 49,161 $1.6M Add +37.9%
EIDO iShares MSCI Indonesia ETF 0.53% 63,683 $1.4M Add +41.5%
SHW The Sherwin-Williams Co. 0.53% 4,110 $1.4M No change
XLV SS Health Care Select Sector 0.52% 9,515 $1.4M No change
MELI MercadoLibre Inc. 0.51% 914 $1.4M No change
ASHR Xtrackers Harvest Csi 300 CH 0.51% 57,232 $1.4M Add +12.1%
JNJ Johnson & Johnson 0.50% 8,526 $1.3M No change
PG The Procter & Gamble Co. 0.48% 8,032 $1.3M Reduce -4.3%
VRTX Vertex Pharmaceuticals Inc. 0.47% 3,081 $1.3M No change
ABBV Abbvie Inc. 0.47% 7,031 $1.3M No change
PEP Pepsico Inc. 0.47% 7,206 $1.3M Reduce -2.7%
ITW Illinois Tool Works 0.46% 4,600 $1.2M No change
MCD McDonald's Corp. 0.45% 4,329 $1.2M No change
BKNG Booking Holdings Inc. 0.43% 324 $1.2M No change
V Visa Inc. Class A 0.40% 3,908 $1.1M Reduce -2.3%
LMT Lockheed Martin Corp. 0.37% 2,231 $1.0M No change
ADP Automatic Data Processing 0.36% 3,888 $971K No change
ACN Accenture PLC Class A 0.36% 2,800 $971K No change
PGR Progressive Corp. 0.36% 4,680 $968K No change
ADBE Adobe Inc. 0.34% 1,815 $916K Reduce -1.4%
IWO iShares Russell 2000 Growth 0.32% 3,170 $858K No change
GXC State Street SPDR S&P China 0.31% 12,936 $851K Add +17.0%
AMZN Amazon.com Inc. 0.29% 4,303 $776K Reduce -3.0%
KWEB Kranesh Csi China Internet 0.28% 28,593 $751K Add +13.9%
INTC Intel Corp. 0.27% 16,372 $723K Reduce -5.8%
JPST JPMorgan Ultra-Short Income 0.27% 14,273 $720K Reduce -8.7%
EFA iShares MSCI Eafe ETF 0.26% 8,725 $697K No change
COP Conocophillips 0.26% 5,450 $694K Reduce -2.4%
AXP American Express Co. 0.25% 3,000 $683K No change
HD Home Depot Inc. 0.25% 1,775 $681K Reduce -3.1%
IWM iShares Russell 2000 ETF 0.24% 3,081 $648K Reduce -56.4%
ABT Abbott Laboratories 0.23% 5,602 $637K No change
HON Honeywell International Inc. 0.23% 3,093 $635K No change
MRK Merck & Co. Inc. 0.23% 4,764 $629K Reduce -12.5%
IWF iShares Russell 1000 Growth 0.23% 1,829 $616K Reduce -20.0%
XOM Exxon Mobil Corp. 0.22% 5,192 $604K No change
GOOGL Alphabet Inc. Class A 0.22% 3,880 $586K Reduce -2.4%
EW Edwards Lifesciences Corp. 0.21% 5,904 $564K No change
BDX Becton Dickinson and Co. 0.20% 2,200 $544K No change
CAT Caterpillar Inc. 0.20% 1,473 $540K No change
AMGN Amgen Inc. 0.20% 1,892 $538K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.19% 999 $523K No change
IWD iShares Russell 1000 Value E 0.18% 2,721 $487K No change
GOOG Alphabet Inc. Class C 0.18% 3,124 $476K Reduce -39.0%
ITGR Integer Holdings Corp. 0.17% 4,000 $467K No change
XLE SS Energy Select Sector 0.17% 4,922 $465K No change
RTX RTX Corp. 0.17% 4,694 $458K No change
TXN Texas Instruments Inc. 0.16% 2,530 $441K No change
PFE Pfizer Inc. 0.16% 15,735 $437K No change
APD Air Products & Chemicals Inc. 0.16% 1,800 $436K No change
MKL Markel Group Inc. 0.15% 276 $420K No change
TMO Thermo Fisher Scientific Inc. 0.15% 722 $420K Reduce -1.6%
MRSH Marsh & McLennan Cos 0.14% 1,881 $387K No change
CVX Chevron Corp. 0.14% 2,421 $382K Reduce -3.5%
MA Mastercard Inc. Class A 0.14% 784 $378K No change
PPG PPG Industries Inc. 0.13% 2,500 $362K No change
UNP Union Pacific Corp. 0.13% 1,433 $352K No change
SPGI S&P Global Inc. 0.13% 826 $351K No change
CSCO Cisco Systems Inc. 0.13% 7,041 $351K Reduce -1.4%
DRI Darden Restaurants Inc. 0.12% 2,000 $334K Reduce -3.8%
LLY Eli Lilly & Co. 0.12% 426 $331K Reduce -0.7%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.12% 1,380 $331K No change
IWS iShares Russell Mid-Cap Valu 0.12% 2,585 $324K No change
BLK BlackRock Finance Inc. 0.12% 379 $316K No change
AFL Aflac Inc. 0.12% 3,638 $312K No change
QUAL iShares MSCI USA Quality Fac 0.11% 1,867 $307K No change
ORCL Oracle Corp. 0.11% 2,400 $301K Reduce -2.7%
DHR Danaher Corp. 0.11% 1,185 $296K No change
IWR iShares Russell Mid-Cap ETF 0.11% 3,404 $286K No change
BRK.B Berkshire Hathaway Inc. Class B 0.11% 679 $286K No change
SYY Sysco Corp. 0.10% 3,500 $284K No change
DFS Discover Financial Services 0.10% 2,056 $270K No change
IDXX Idexx Laboratories Inc. 0.10% 493 $266K No change
UNH Unitedhealth Group Inc. 0.10% 538 $266K Reduce -3.6%
SHOP Shopify Inc. Class A 0.10% 3,368 $260K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.09% 1,007 $252K Reduce -2.0%
WMT Walmart Inc. 0.09% 3,900 $235K No change
NOC Northrop Grumman Corp. 0.08% 480 $230K No change
HUBS HubSpot Inc. 0.08% 366 $229K No change
CL Colgate-Palmolive Co. 0.08% 2,486 $224K No change
VZ Verizon Communications Inc. 0.08% 5,300 $222K No change
DOV Dover Corp. 0.08% 1,250 $221K Reduce -4.4%
BIIB Biogen Inc. 0.07% 916 $198K No change
KO The Coca-Cola Co. 0.07% 3,045 $186K No change
VEEV Veeva Systems Inc. Class A 0.07% 792 $183K No change
OKTA Okta Inc. 0.06% 1,579 $165K No change
BND Vanguard Total Bond Market 0.06% 2,239 $163K Reduce -10.9%
NEE Nextera Energy Inc. 0.06% 2,521 $161K No change
KMB Kimberly-Clark Corp. 0.06% 1,244 $161K No change
HEI.A Heico Corp. Class A 0.06% 994 $153K No change
MO Altria Group Inc. 0.06% 3,452 $151K No change
UFOX Defiance Space and Connectiv 0.05% 3,473 $136K No change
MMM 3M Co. 0.05% 1,275 $135K No change
JPM JPMorgan Chase & Co. 0.04% 569 $114K No change
VTWO Vanguard Russell 2000 ETF 0.04% 1,275 $108K No change
SO The Southern Co. 0.04% 1,500 $108K No change
GLW Corning Inc. 0.04% 3,200 $105K No change
AEP American Electric Power 0.04% 1,224 $105K No change
PM Philip Morris International 0.04% 1,123 $103K No change
MDT Medtronic PLC 0.04% 1,125 $98K No change
NSC Norfolk Southern Corp. 0.04% 383 $98K No change
SPGM State Street SPDR Portfolio 0.04% 1,622 $97K No change
IJR iShares Core S&P Small-Cap E 0.03% 830 $92K Reduce -84.3%
COST Costco Wholesale Corp. 0.03% 121 $89K Reduce -21.4%
MSCI MSCI Inc. 0.03% 153 $86K No change
PSX Phillips 66 0.03% 500 $82K No change
COR Cencora Inc. 0.03% 317 $77K No change
CARR Carrier Global Corp. 0.03% 1,300 $76K No change
VOO Vanguard S&P 500 ETF 0.03% 150 $72K No change
CB Chubb Ltd. 0.03% 264 $68K No change
CSX CSX Corp. 0.02% 1,800 $67K No change
META Meta Platforms Inc. Class A 0.02% 137 $67K No change
ILF iShares Latin America 40 ETF 0.02% 2,292 $65K No change
OTIS Otis Worldwide Corp. 0.02% 650 $65K No change
IJT iShares S&P Small-Cap 600 GR 0.02% 470 $61K No change
COF Capital One Financial Corp. 0.02% 401 $60K No change
VB Vanguard Most SM-Cap ETF-Usd 0.02% 217 $50K Reduce -9.6%
DOW Dow Inc. 0.02% 852 $49K No change
IJS iShares S&P Small-Cap 600 Va 0.02% 465 $48K No change
ESGV Vanguard ESG US Stock ETF 0.02% 482 $45K No change
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.01% 210 $39K Reduce -11.8%
NVDA Nvidia Corp. 0.01% 41 $37K Reduce -96.1%
DUK Duke Energy Corp. 0.01% 368 $36K No change
ELV Elevance Health Inc. 0.01% 66 $34K No change
ORLY O'reilly Automotive Inc. 0.01% 28 $32K No change
EWJ iShares MSCI Japan ETF 0.01% 430 $31K No change
XLC SS Comm Select Sector SPDR 0.01% 308 $25K No change
XLI SS Industrial Select Sector 0.01% 196 $25K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.01% 364 $24K No change
SBUX Starbucks Corp. 0.01% 261 $24K No change
QCOM Qualcomm Inc. 0.01% 140 $24K No change
NKE Nike Inc. Class B 0.01% 200 $19K No change
USMV iShares MSCI USA Min Vol Fac 0.01% 220 $18K No change
UDR Udr Inc. 0.01% 455 $17K No change
SNPS Synopsys Inc. 0.01% 29 $17K No change
CNC Centene Corp. 0.01% 200 $16K No change
CMCSA Comcast Corp. Class A 0.01% 360 $16K No change
VWO Vanguard Ftse Emerging Marke 0.01% 365 $15K No change
BBCA JPMorgan Betabuilders Canada 0.01% 212 $14K Add +2.4%
USB US Bancorp 0.00% 252 $11K No change
BMY Bristol-Myers Squibb Co. 0.00% 200 $11K No change
FNF Fidelity National Financial 0.00% 200 $11K No change
RLMD Relmada Therapeutics Inc. 0.00% 1,844 $9K No change
TOWN Towne Bank 0.00% 250 $7K No change
C Citigroup Inc. 0.00% 110 $7K No change
F Ford Motor Co. filed as FORD MTR CO DEL 0.00% 500 $7K Reduce -80.0%
OXY Occidental Petroleum Corp. 0.00% 100 $6K No change
FXD First Trust Consumer Discret 0.00% 75 $5K No change
HIG Hartford Insurance Group Inc. 0.00% 42 $4K No change
MS Morgan Stanley 0.00% 26 $2K No change
EBAY eBay Inc. 0.00% 46 $2K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.00% 17 $2K No change
T AT&T Inc. 0.00% 116 $2K No change
VTRS Viatris Inc. 0.00% 124 $1K No change
CI The Cigna Group 0.00% 4 $1K Reduce -90.0%
K Kellanova 0.00% 22 $1K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $517 (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 12$517No change
Lines left out (1) · $4 — a value with no share or principal amount
SecurityClassSharesValue
PICB Invesco International Corpor INTL CORP BD0$4

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $271.2M.

Portfolio Sells Q4 2023 → Q1 2024
IAGG iShares Intl Aggregate Bond Sold out 0.00% −2.87
HYEM Vaneck Emrg MKTS Hi YLD Sold out 0.00% −2.57
FXE Invesco Currencyshares Euro Sold out 0.00% −1.19
AAPL Apple Inc. Reduce -6.8% 2.58% −0.71
IWM iShares Russell 2000 ETF Reduce -56.4% 0.24% −0.31
IJR iShares Core S&P Small-Cap E Reduce -84.3% 0.03% −0.19
NVDA Nvidia Corp. Reduce -96.1% 0.01% −0.19
VNQ Vanguard Real Estate ETF Sold out 0.00% −0.13
GOOG Alphabet Inc. Class C Reduce -39.0% 0.18% −0.11
BA The Boeing Co. Sold out 0.00% −0.10
ADBE Adobe Inc. Reduce -1.4% 0.34% −0.09
INTC Intel Corp. Reduce -5.8% 0.27% −0.07
IWF iShares Russell 1000 Growth Reduce -20.0% 0.23% −0.04
JPST JPMorgan Ultra-Short Income Reduce -8.7% 0.27% −0.04
MU Micron Technology Inc. Sold out 0.00% −0.03
PEP Pepsico Inc. Reduce -2.7% 0.47% −0.03
UNH Unitedhealth Group Inc. Reduce -3.6% 0.10% −0.02
UBS UBS Group AG-Reg Sold out 0.00% −0.02
UAL United Airlines Holdings Inc. Sold out 0.00% −0.02
GM General Motors Co. Sold out 0.00% −0.01
BND Vanguard Total Bond Market Reduce -10.9% 0.06% −0.01
CSCO Cisco Systems Inc. Reduce -1.4% 0.13% −0.01
DRI Darden Restaurants Inc. Reduce -3.8% 0.12% −0.01
F Ford Motor Co. Reduce -80.0% 0.00% −0.01
RIVN Rivian Automotive Inc. Class A Sold out 0.00% −0.01
ETN Eaton Corp. PLC Sold out 0.00% −0.01
NXPI NXP Semiconductors NV Sold out 0.00% −0.01
COST Costco Wholesale Corp. Reduce -21.4% 0.03% −0.01
SNAP Snap Inc. Class A Sold out 0.00% −0.01
ROAD Construction Partners Inc. Class A Sold out 0.00% −0.01
LIN Linde PLC Sold out 0.00% −0.01
AAL American Airlines Group Inc. Sold out 0.00% −0.01
CVX Chevron Corp. Reduce -3.5% 0.14% −0.01
LULU Lululemon Athletica Inc. Sold out 0.00% −0.01
ZTS Zoetis Inc. Sold out 0.00% −0.00
PWR Quanta Services Inc. Sold out 0.00% −0.00
ROP Roper Technologies Inc. Sold out 0.00% −0.00
V Visa Inc. Class A Reduce -2.3% 0.40% −0.00
CI The Cigna Group Reduce -90.0% 0.00% −0.00
AZTA Azenta Inc. Sold out 0.00% −0.00
LSTR Landstar System Inc. Sold out 0.00% −0.00
PRI Primerica Inc. Sold out 0.00% −0.00
SITE Siteone Landscape Supply Inc. Sold out 0.00% −0.00
TTE Totalenergies SE -Spon ADR Sold out 0.00% −0.00
GD General Dynamics Corp. Sold out 0.00% −0.00
THO Thor Industries Inc. Sold out 0.00% −0.00
CME Cme Group Inc. Sold out 0.00% −0.00
ARW Arrow Electronics Inc. Sold out 0.00% −0.00
CAKE The Cheesecake Factory Inc. Sold out 0.00% −0.00
RYAAY Ryanair Holdings PLC-SP ADR Sold out 0.00% −0.00

Portfolio Buys Q4 2023 → Q1 2024
JPIB JPMorgan Intl BND ETF New 4.80% +4.80
GSLC Goldman Activebeta US LC ETF Add +60.6% 8.06% +3.26
RSP Invesco S&P 500 Equal Weight Add +1404.1% 1.29% +1.20
FLIA Franklin International Aggre New 0.86% +0.86
EMLC Vaneck JPM Em Local Curr BND Add +50.5% 2.18% +0.59
IJH iShares Core S&P Midcap ETF Add +4.3% 5.99% +0.44
AAXJ iShares MSCI All Country Asi Add +38.7% 1.38% +0.34
IEUR iShares Core MSCI Europe ETF Add +38.4% 1.17% +0.32
FM iShares Frontier and Select Add +43.1% 0.87% +0.28
EZU iShares MSCI Eurozone ETF Add +18.6% 1.60% +0.27
EWA iShares MSCI Australia ETF Add +46.8% 0.68% +0.19
BBJP JPMorgan Betabuilders Japan Add +24.7% 0.76% +0.18
EIDO iShares MSCI Indonesia ETF Add +41.5% 0.53% +0.14
EWZ iShares MSCI Brazil ETF Add +37.9% 0.59% +0.10
VTI VG Morningstar TS MKT ETF-US Add +0.4% 2.03% +0.08
ASHR Xtrackers Harvest Csi 300 CH Add +12.1% 0.51% +0.03
MCHI iShares MSCI China ETF Add +12.8% 0.68% +0.03
DJP Ipath Bloomberg Commodity Inc. Add +4.6% 2.20% +0.02
GXC State Street SPDR S&P China Add +17.0% 0.31% +0.02
MUB iShares National Muni Bond E Add +9.5% 0.61% +0.02
VIG Vanguard Dividend Apprec ETF Add +0.7% 0.69% +0.01
KWEB Kranesh Csi China Internet Add +13.9% 0.28% +0.01
INDA iShares MSCI India ETF Add +1.6% 0.63% +0.01
BBCA JPMorgan Betabuilders Canada Add +2.4% 0.01% 0.00
IEFA iShares Core MSCI Eafe ETF Add +0.1% 1.78% −0.00
VTEB Vanguard Tax-Exempt Bond ETF Add +5.6% 0.76% −0.01
CGCP Cap Group Core Plus Income Add +1.3% 1.05% −0.06
IEMG iShares Core MSCI Emerging Add +0.1% 2.68% −0.10
AGG iShares Core U.S. Aggregate Add +0.7% 2.13% −0.14
BOND PIMCO Active Bond Exchange-T Add +1.4% 4.24% −0.22
JCPB JPMorgan Core Plus Bond ETF Add +1.4% 4.22% −0.23
GTO Invesco Total Return Bond Et Add +1.3% 4.24% −0.23

Notes & Other Activity Q4 2023 → Q1 2024
PICB Invesco International Corpor INTL CORP BD Reduce -100.0% 0 $4
MCK McKesson Corp. COM Reduce -100.0% 0 $0
MAR Marriott International Class A CL A Reduce -100.0% 0 $0
BABA Alibaba Group Holding-SP ADR SPONSORED ADS Sold out 0 $0before exit
ES Eversource Energy COM Sold out 0 $0before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 172$344.3MIVV, GSLC, IEMG, IJH, VSLU
Q1 2026 176$318.6MIVV, GSLC, IJH, IEMG, JCPB
Q4 2025 175$322.2MIVV, GSLC, IJH, IEMG, JCPB
Q3 2025 178$319.4MIVV, GSLC, IJH, IEMG, JPIB
Q2 2025 179$293.4MIVV, GSLC, IJH, IEMG, JPIB
Q1 2025 180$278.7MIVV, GSLC, IJH, IEMG, BOND
Q4 2024 184$297.1MIVV, GSLC, IJH, GTO, BOND
Q3 2024 184$298.4MIVV, GSLC, IJH, IEMG, GTO
Q2 2024 183$272.2MIVV, GSLC, IJH, BOND, JCPB
Q1 2024 194$271.2MGSLC, IVV, IJH, JPIB, BOND