Advus Financial Partners, LLC

In its 13F for Q3 2026 (holdings as of September 30, 2026, filed October 20, 2026), Advus Financial Partners, LLC reported 143 stock positions worth $354.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.3% of the portfolio, followed by iShares Core S&P Total U.S. (ITOT, 9.3%) and iShares MSCI Acwi Ex US ETF (ACWX, 8.3%). Compared with Q2 2026, it opened 6 new positions, sold out of 5, added to 56 and reduced 60. The biggest buy was iShares US Treasury Bond ETF (GOVT, shares +98%) and the biggest sale iShares S&P 100 ETF (OEF, shares −63%).

Most Recent 13F
Q3 2026
Location
WINTER PARK, FL
CIK
0002150676
Portfolio Value
$354.8M (Q3 2026)
SEC Filing
0002150676-26-000045 ↗ filed Oct 20, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $323.5M Q1 2024 Q2 2024: $328.1M Q2 2024 Q3 2024: $350.4M Q3 2024 Q4 2024: $355.3M Q4 2024 Q1 2025: $357.0M Q1 2025 Q2 2025: $391.4M Q2 2025 Q3 2025: $416.4M Q3 2025 Q4 2025: $412.9M Q4 2025 Q1 2026: $399.4M Q1 2026 Q2 2026: $440.5M Q2 2026 Q3 2026: $354.8M $354.8M Q3 2026

Holdings 143 stocks · $354.8M
IVV iShares Core S&P 500 ETF 9.34% 43,249 $33.1M Add +2.8%
ITOT iShares Core S&P Total U.S. 9.32% 198,865 $33.1M Reduce -0.5%
ACWX iShares MSCI Acwi Ex US ETF 8.34% 391,478 $29.6M Reduce -0.5%
IQLT iShares MSCI International Q 5.13% 368,132 $18.2M Reduce -1.3%
QUAL iShares MSCI USA Quality Fac 4.77% 76,172 $16.9M Reduce -10.0%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 4.27% 343,410 $15.1M Add +6.7%
IVW iShares S&P 500 Growth ETF 2.40% 59,784 $8.5M Add +0.2%
IVE iShares S&P 500 Value ETF 2.27% 35,259 $8.0M Add +13.7%
VTI VG Morningstar TS MKT ETF-US 2.18% 20,662 $7.7M Reduce 0.0%
DYNF Ishrs US E F R A ETF-Usd Inc. 2.14% 109,819 $7.6M Reduce -7.7%
EFV iShares MSCI Eafe Value ETF 1.90% 85,153 $6.7M Reduce -10.9%
MUB iShares National Muni Bond E 1.85% 64,984 $6.6M Reduce -0.3%
IEMG iShares Core MSCI Emerging 1.82% 79,445 $6.4M Add +5.5%
GLD SPDR Gold Shares 1.65% 15,413 $5.9M Add +8.3%
GOVT iShares US Treasury Bond ETF 1.56% 252,350 $5.5M Add +98.0%
MBB iShares MBS ETF 1.46% 57,684 $5.2M Add +6.9%
BOND PIMCO Active Bond Exchange-T 1.31% 53,523 $4.7M Add +1.0%
IAGG iShares Intl Aggregate Bond 1.23% 88,502 $4.4M Add +7.6%
BINC iShares Flex I A ETF-Usd Inc. 1.20% 84,099 $4.3M Reduce -11.2%
TLH iShares 10-20 Year Treasury 1.13% 43,670 $4.0M Add +1.8%
IDEV iShares Core MSCI Dev MKTS 1.13% 44,933 $4.0M Reduce -0.8%
EFG iShares MSCI Eafe Growth ETF 1.11% 32,845 $3.9M Add +34.2%
IOCT Innovator Int Dev Power Buff 1.06% 99,732 $3.8M Reduce -0.3%
BAI Ishrs AI in and Tech Act ETF 0.97% 73,057 $3.4M Add +16.8%
SCHB Schwab US Broad Market ETF 0.94% 113,191 $3.3M Reduce -5.1%
MTUM iShares MSCI USA Momentum Fa 0.90% 10,056 $3.2M Add +18.1%
THRO iShares U.S. Thematic Rotati 0.87% 69,812 $3.1M Add +1.7%
IJH iShares Core S&P Midcap ETF 0.71% 34,827 $2.5M Reduce -7.5%
AAPL Apple Inc. 0.70% 7,425 $2.5M Reduce -3.3%
QQQM Invesco Nasdaq 100 ETF 0.69% 8,032 $2.4M Add +8.0%
EOCT Innovator Emer MKT PWR Buff 0.66% 66,206 $2.3M Add +0.0%
SUB iShares Short-Term National 0.64% 21,642 $2.3M Add +10.9%
JPM JPMorgan Chase & Co. 0.62% 6,618 $2.2M Reduce -12.2%
UJAN Innovator U.S. Equity Ultra 0.61% 46,453 $2.2M Reduce -2.1%
NVDA Nvidia Corp. 0.59% 9,197 $2.1M Add +31.8%
IAU iShares Gold Trust 0.59% 26,717 $2.1M Reduce -18.8%
OCTW Alianzim US Eq BFR20 Oct-Usd 0.57% 48,466 $2.0M Reduce -5.4%
VOO Vanguard S&P 500 ETF 0.57% 2,886 $2.0M Reduce -1.8%
AMZN Amazon.com Inc. 0.56% 7,948 $2.0M Add +6.1%
VTEB Vanguard Tax-Exempt Bond ETF 0.56% 41,762 $2.0M Add +44.6%
IWF iShares Russell 1000 Growth 0.56% 15,735 $2.0M Add +20.9%
IDEF Ishars Def Ind TC Ac ETF-Ui 0.55% 62,504 $2.0M Add +153.6%
VEA Vanguard Ftse Developed ETF 0.55% 27,431 $1.9M Reduce -1.9%
IJAN Innovator International Deve 0.54% 49,957 $1.9M Reduce -2.1%
TFI SS SPDR N Ice Muni Bond ETF 0.51% 42,495 $1.8M Reduce -2.6%
MSFT Microsoft Corp. 0.50% 3,458 $1.8M Add +11.8%
MDY State Street SPDR S&P Midcap 0.49% 2,666 $1.8M Reduce -2.3%
BLCR iShares LRG CP CR Act ETF-Ui 0.48% 34,895 $1.7M Add +186.6%
VYMI Vanguard Int High DVD YLD Inc. 0.47% 16,390 $1.7M Reduce -9.0%
VEU Vanguard Ftse All-World Ex-U 0.46% 19,563 $1.6M Add +9.6%
NJAN Innovator Growth 100 Power B 0.43% 25,264 $1.5M Add +1.7%
SYSB iShares Systematic Bond ETF 0.42% 17,719 $1.5M Add +136.9%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.41% 27,347 $1.5M No change
SPYG SS SPDR P S&P 500 Growth ETF 0.39% 11,158 $1.4M Reduce -1.1%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.36% 32,235 $1.3M Reduce -5.7%
USMV iShares MSCI USA Min Vol Fac 0.36% 13,138 $1.3M Add +1.9%
OEF iShares S&P 100 ETF 0.35% 3,242 $1.2M Reduce -62.5%
IYW iShares Ustechnology ETF 0.35% 4,625 $1.2M Reduce -43.5%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.34% 662 $1.2M Add +0.5%
IGOV iShares International Treasu 0.33% 29,010 $1.2M Reduce -41.0%
AVGO Broadcom Inc. 0.29% 2,924 $1.0M Reduce -0.8%
CRM Salesforce Inc. 0.28% 4,370 $1.0M Reduce -2.0%
AGG iShares Core U.S. Aggregate 0.28% 10,419 $985K Reduce -3.5%
GOOGL Alphabet Inc. Class A 0.27% 2,779 $956K Add +22.9%
LNG Cheniere Energy Inc. 0.27% 3,524 $948K Reduce -2.6%
EJUL Innovator Emerging Markets P 0.27% 30,148 $940K Add +10.4%
IHI iShares U.S. Medical Devices 0.26% 17,813 $911K Add +167.8%
HDV iShares Core High Dividend E 0.23% 28,994 $811K Reduce -26.2%
MU Micron Technology Inc. 0.23% 757 $806K Add +0.1%
IJUN Innov Intl Dev PB ETF - June 0.22% 25,254 $789K No change
PG The Procter & Gamble Co. 0.22% 5,400 $785K Reduce -5.6%
COMT iShares Gsci Commodity Dynam 0.21% 20,322 $749K Reduce -37.4%
BRK.B Berkshire Hathaway Inc. Class B 0.21% 1,462 $728K Add +38.6%
IWM iShares Russell 2000 ETF 0.20% 2,572 $715K Reduce -0.8%
AUGW Alianzim US Eq BFR20 Aug-Usd 0.20% 20,162 $701K Add +1.5%
VXUS Vanguard Total Intl Stock 0.19% 8,067 $685K No change
ICVT iShares Convertible Bond ETF 0.19% 6,037 $682K Reduce -24.8%
IMAY Innov Intl Dev PB ETF - May 0.18% 19,910 $635K Reduce -4.1%
EMXC iShares MSCI Emr MRK Ex Chna 0.17% 6,133 $608K Reduce -10.5%
JANW Alianzim US Eq BFR20 Jan-Usd 0.17% 15,294 $605K Add +0.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.17% 772 $589K Add +4.8%
EPD Enterprise Products Partners 0.16% 16,097 $573K No change
NJUL Innovator Growth 100 Power B 0.16% 7,241 $569K Add +4.5%
UDEC Innovator U.S. Equity Ultra 0.16% 13,085 $560K No change
IJUL Innovator International Deve 0.16% 15,467 $559K Add +14.8%
AMD Advanced Micro Devices 0.16% 900 $551K New
IAUG Innov in DVLP PWRB ETF - Aug 0.15% 18,020 $545K Add +3.4%
IMAR Innovator Intdevpow Buf-Mar 0.15% 17,715 $540K Reduce -0.2%
ABBV Abbvie Inc. 0.14% 1,902 $498K Reduce -23.0%
USEP Innovator U.S. Equity Ultra 0.14% 11,775 $495K No change
JULW Alianzim US Eq BFR20 Jul-Usd 0.14% 11,612 $482K No change
IAPR Innovator International Deve 0.13% 14,128 $473K Reduce -1.2%
AMGN Amgen Inc. 0.13% 1,065 $449K Reduce -25.0%
IGV iShares Expanded Tech-Softwa 0.13% 4,187 $446K Add +74.4%
EJAN Innovator Emerging Markets P 0.13% 11,929 $443K Reduce -1.4%
CBOY Calamos Bitcoin STR A/P-Jul 0.12% 17,255 $436K Add +88.5%
SEPW Alianzim US Eq BFR20 Sep-Usd 0.12% 12,323 $418K Add +3.4%
DECW Alianzim US Eq BFR20 Dec-Usd 0.12% 11,355 $415K No change
ORCL Oracle Corp. 0.12% 3,019 $415K Add +15.7%
NOCT Innovator Growth-100 Power B 0.12% 6,399 $413K No change
MARW Alianzim US Eq BFR20 Mar-Usd 0.11% 10,887 $402K No change
EAPR Innovator Emerging Markets P 0.11% 11,828 $400K Reduce -0.3%
V Visa Inc. Class A 0.11% 1,099 $395K Add +25.3%
JUNW Alianzim US Eq BFR20 Jun-Usd 0.11% 11,136 $388K Add +3.5%
IWB iShares Russell 1000 ETF 0.11% 927 $386K No change
META Meta Platforms Inc. Class A 0.11% 525 $381K Add +12.2%
CBOJ Calms BTC S Alt PR ETF - Jan 0.11% 15,525 $379K Add +2.0%
HD Home Depot Inc. 0.10% 1,229 $350K Add +0.7%
VYM Vanguard High DVD Yield ETF 0.10% 2,237 $347K Add +0.5%
CPSJ Calamos S&P 500 Sap ETF July 0.10% 12,245 $342K Reduce -4.7%
CPNJ Calamos NSDQ100 Alt ETF 0.09% 11,768 $327K Add +1.7%
RTX RTX Corp. 0.09% 1,754 $326K Reduce -2.9%
APRW Allinzim US Eq BFR20 Apr-Usd 0.09% 8,296 $314K No change
ADBE Adobe Inc. 0.09% 1,308 $314K Reduce -22.7%
NFEB Innov GRW-100 Por Bu ETF - F 0.09% 9,997 $312K Reduce -0.2%
STIP iShares 0-5 Year Tips Bond E 0.09% 3,118 $311K Reduce -77.6%
NOW ServiceNow Inc. 0.09% 2,319 $311K New
JNJ Johnson & Johnson 0.09% 1,172 $310K Reduce -21.6%
ISEP Innovator Intl Dev Eq Power 0.09% 8,824 $308K Add +12.3%
EMB iShares JP Morgan Usd Emergi 0.08% 3,290 $299K Reduce -75.7%
QQQ Invesco QQQ Trust Series 1 0.08% 403 $299K Add +39.5%
NNOV Innovator G-100 PB ETF - Nov 0.08% 8,930 $291K Reduce -2.7%
MA Mastercard Inc. Class A 0.08% 509 $281K New
WMT Walmart Inc. 0.08% 2,699 $280K Reduce -18.6%
CPSU Calamos SP500 SA Pro ETF Jun 0.07% 9,487 $265K Add +2.1%
BAC Bank of America Corp. 0.07% 4,793 $261K Reduce -6.3%
UAUG Innovator U.S. Equity Ultra 0.07% 5,940 $255K No change
TMO Thermo Fisher Scientific Inc. 0.07% 377 $254K New
EFA iShares MSCI Eafe ETF 0.07% 2,439 $253K No change
IWR iShares Russell Mid-Cap ETF 0.07% 2,356 $251K No change
NDEC In Gro-100 PWR Buf ETF - Dec 0.07% 8,053 $250K Reduce -0.1%
FNDX Schwab Fndmntl US LRG Co. ETF 0.07% 7,725 $243K No change
NVBW Alnzim US Eqt BFR2 No Et-Usd 0.07% 6,637 $242K No change
INTC Intel Corp. 0.07% 2,000 $240K New
ZTS Zoetis Inc. 0.07% 3,435 $240K New
NAPR Innovator Growth 100 Power B 0.07% 3,797 $231K Reduce -9.3%
SCHC Schwab Intl Small-Cap Equity 0.06% 4,553 $226K Reduce -0.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.06% 2,500 $225K No change
BX Blackstone Inc. 0.06% 1,932 $217K No change
VGLT Vanguard Long-Term Treasury 0.06% 4,287 $215K Reduce -1.7%
INOV Inno Int Dev Power Buff Nov 0.06% 5,775 $213K No change
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.06% 414 $211K Add +0.5%
BA The Boeing Co. 0.06% 1,080 $201K No change

Portfolio Sells Q2 2026 → Q3 2026
OEF iShares S&P 100 ETF Reduce -62.5% 0.35% −0.55
QUAL iShares MSCI USA Quality Fac Reduce -10.0% 4.77% −0.52
STIP iShares 0-5 Year Tips Bond E Reduce -77.6% 0.09% −0.32
EMB iShares JP Morgan Usd Emergi Reduce -75.7% 0.08% −0.29
IGOV iShares International Treasu Reduce -41.0% 0.33% −0.25
IYW iShares Ustechnology ETF Reduce -43.5% 0.35% −0.24
BINC iShares Flex I A ETF-Usd Inc. Reduce -11.2% 1.20% −0.21
EFV iShares MSCI Eafe Value ETF Reduce -10.9% 1.90% −0.18
ACWX iShares MSCI Acwi Ex US ETF Reduce -0.5% 8.34% −0.18
DYNF Ishrs US E F R A ETF-Usd Inc. Reduce -7.7% 2.14% −0.16
MUB iShares National Muni Bond E Reduce -0.3% 1.85% −0.15
IQLT iShares MSCI International Q Reduce -1.3% 5.13% −0.13
IJH iShares Core S&P Midcap ETF Reduce -7.5% 0.71% −0.12
IAU iShares Gold Trust Reduce -18.8% 0.59% −0.12
ICVT iShares Convertible Bond ETF Reduce -24.8% 0.19% −0.09
JPM JPMorgan Chase & Co. Reduce -12.2% 0.62% −0.09
STX Seagate Technology Holdings Sold out 0.00% −0.08
HDV iShares Core High Dividend E Reduce -26.2% 0.23% −0.08
SBCF Seacoast Banking Corp. Sold out 0.00% −0.08
COMT iShares Gsci Commodity Dynam Reduce -37.4% 0.21% −0.07
IBM Intl Business Machines Corp. Sold out 0.00% −0.07
AZN Astrazeneca PLC Sold out 0.00% −0.06
CPRJ Calamos Russ 2000 STR Al-Jul Sold out 0.00% −0.06
TFI SS SPDR N Ice Muni Bond ETF Reduce -2.6% 0.51% −0.06
MDY State Street SPDR S&P Midcap Reduce -2.3% 0.49% −0.05
CGGO Cap Group Global Growth Reduce -5.7% 0.36% −0.05
SCHB Schwab US Broad Market ETF Reduce -5.1% 0.94% −0.05
VYMI Vanguard Int High DVD YLD Inc. Reduce -9.0% 0.47% −0.04
ABBV Abbvie Inc. Reduce -23.0% 0.14% −0.04
ITOT iShares Core S&P Total U.S. Reduce -0.5% 9.32% −0.03
EMXC iShares MSCI Emr MRK Ex Chna Reduce -10.5% 0.17% −0.03
WMT Walmart Inc. Reduce -18.6% 0.08% −0.03
AVGO Broadcom Inc. Reduce -0.8% 0.29% −0.03
AGG iShares Core U.S. Aggregate Reduce -3.5% 0.28% −0.03
OCTW Alianzim US Eq BFR20 Oct-Usd Reduce -5.4% 0.57% −0.02
VEA Vanguard Ftse Developed ETF Reduce -1.9% 0.55% −0.02
JNJ Johnson & Johnson Reduce -21.6% 0.09% −0.02
IWM iShares Russell 2000 ETF Reduce -0.8% 0.20% −0.02
AMGN Amgen Inc. Reduce -25.0% 0.13% −0.02
PG The Procter & Gamble Co. Reduce -5.6% 0.22% −0.02
IDEV iShares Core MSCI Dev MKTS Reduce -0.8% 1.13% −0.02
IJAN Innovator International Deve Reduce -2.1% 0.54% −0.01
ADBE Adobe Inc. Reduce -22.7% 0.09% −0.01
BAC Bank of America Corp. Reduce -6.3% 0.07% −0.01
IMAY Innov Intl Dev PB ETF - May Reduce -4.1% 0.18% −0.01
VGLT Vanguard Long-Term Treasury Reduce -1.7% 0.06% −0.01
RTX RTX Corp. Reduce -2.9% 0.09% −0.01
NAPR Innovator Growth 100 Power B Reduce -9.3% 0.07% −0.01
VOO Vanguard S&P 500 ETF Reduce -1.8% 0.57% −0.01
UJAN Innovator U.S. Equity Ultra Reduce -2.1% 0.61% −0.01

Portfolio Buys Q2 2026 → Q3 2026
GOVT iShares US Treasury Bond ETF Add +98.0% 1.56% +0.73
IVV iShares Core S&P 500 ETF Add +2.8% 9.34% +0.36
IDEF Ishars Def Ind TC Ac ETF-Ui Add +153.6% 0.55% +0.33
BLCR iShares LRG CP CR Act ETF-Ui Add +186.6% 0.48% +0.31
IVE iShares S&P 500 Value ETF Add +13.7% 2.27% +0.26
EFG iShares MSCI Eafe Growth ETF Add +34.2% 1.11% +0.24
SYSB iShares Systematic Bond ETF Add +136.9% 0.42% +0.23
NVDA Nvidia Corp. Add +31.8% 0.59% +0.19
MSFT Microsoft Corp. Add +11.8% 0.50% +0.17
IHI iShares U.S. Medical Devices Add +167.8% 0.26% +0.16
GLD SPDR Gold Shares Add +8.3% 1.65% +0.16
AMD Advanced Micro Devices New 0.16% +0.16
VTEB Vanguard Tax-Exempt Bond ETF Add +44.6% 0.56% +0.14
IWF iShares Russell 1000 Growth Add +20.9% 0.56% +0.10
NOW ServiceNow Inc. New 0.09% +0.09
MA Mastercard Inc. Class A New 0.08% +0.08
TMO Thermo Fisher Scientific Inc. New 0.07% +0.07
INTC Intel Corp. New 0.07% +0.07
MTUM iShares MSCI USA Momentum Fa Add +18.1% 0.90% +0.07
ZTS Zoetis Inc. New 0.07% +0.07
IGV iShares Expanded Tech-Softwa Add +74.4% 0.13% +0.06
CBOY Calamos Bitcoin STR A/P-Jul Add +88.5% 0.12% +0.06
IVW iShares S&P 500 Growth ETF Add +0.2% 2.40% +0.06
BRK.B Berkshire Hathaway Inc. Class B Add +38.6% 0.21% +0.05
AMZN Amazon.com Inc. Add +6.1% 0.56% +0.05
QQQM Invesco Nasdaq 100 ETF Add +8.0% 0.69% +0.05
SUB iShares Short-Term National Add +10.9% 0.64% +0.05
IAGG iShares Intl Aggregate Bond Add +7.6% 1.23% +0.04
IEMG iShares Core MSCI Emerging Add +5.5% 1.82% +0.04
GOOGL Alphabet Inc. Class A Add +22.9% 0.27% +0.04
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +6.7% 4.27% +0.03
BAI Ishrs AI in and Tech Act ETF Add +16.8% 0.97% +0.03
META Meta Platforms Inc. Class A Add +12.2% 0.11% +0.03
VEU Vanguard Ftse All-World Ex-U Add +9.6% 0.46% +0.03
V Visa Inc. Class A Add +25.3% 0.11% +0.03
QQQ Invesco QQQ Trust Series 1 Add +39.5% 0.08% +0.02
THRO iShares U.S. Thematic Rotati Add +1.7% 0.87% +0.02
EJUL Innovator Emerging Markets P Add +10.4% 0.27% +0.02
IJUL Innovator International Deve Add +14.8% 0.16% +0.02
EOCT Innovator Emer MKT PWR Buff Add +0.0% 0.66% +0.02
NJAN Innovator Growth 100 Power B Add +1.7% 0.43% +0.01
ISEP Innovator Intl Dev Eq Power Add +12.3% 0.09% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +4.8% 0.17% +0.01
ORCL Oracle Corp. Add +15.7% 0.12% +0.01
NJUL Innovator Growth 100 Power B Add +4.5% 0.16% +0.01
USMV iShares MSCI USA Min Vol Fac Add +1.9% 0.36% +0.01
AUGW Alianzim US Eq BFR20 Aug-Usd Add +1.5% 0.20% +0.00
CBOJ Calms BTC S Alt PR ETF - Jan Add +2.0% 0.11% +0.00
SEPW Alianzim US Eq BFR20 Sep-Usd Add +3.4% 0.12% +0.00
JUNW Alianzim US Eq BFR20 Jun-Usd Add +3.5% 0.11% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2026 143$354.8MIVV, ITOT, ACWX, IQLT, QUAL
Q2 2026 261$440.5MITOT, IVV, ACWX, QUAL, IQLT
Q1 2026 246$399.4MITOT, IVV, ACWX, IQLT, QUAL
Q4 2025 242$412.9MITOT, ACWX, IVV, QUAL, IQLT
Q3 2025 255$416.4MITOT, ACWX, IVV, QUAL, IQLT
Q2 2025 254$391.4MITOT, IVV, ACWX, QUAL, IQLT
Q1 2025 234$357.0MIVV, ITOT, ACWX, IUSB, QUAL
Q4 2024 222$355.3MIVV, ITOT, ACWX, IUSB, QUAL
Q3 2024 220$350.4MIVV, ITOT, ACWX, IUSB, QUAL
Q2 2024 203$328.1MIVV, ITOT, ACWX, QUAL, IUSB
Q1 2024 202$323.5MIVV, ITOT, ACWX, QUAL, IQLT