Armor Investment Advisors, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 25, 2024), Armor Investment Advisors, LLC reported 165 stock positions worth $208.0 million. Its top holding was Dimensional US Small Cap ETF (DFAS) at 5.6% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 5.1%) and Schwab Intl Equity ETF (SCHF, 4.8%). Compared with Q4 2023, it opened 13 new positions, sold out of 8, added to 57 and reduced 55. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +45%) and the biggest sale an exit from Sysco (SYY).

Most Recent 13F
Q2 2026
Location
RALEIGH, NC
CIK
0001694079
Portfolio Value
$208.0M (Q1 2024)
SEC Filing
0001398344-24-007709 ↗ filed Apr 25, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $208.0M $208.0M Q1 2024 Q2 2024: $216.8M Q2 2024 Q3 2024: $241.4M Q3 2024 Q4 2024: $243.3M Q4 2024 Q1 2025: $241.6M Q1 2025 Q2 2025: $265.2M Q2 2025 Q3 2025: $315.6M Q3 2025 Q4 2025: $271.9M Q4 2025 Q1 2026: $277.5M Q1 2026 Q2 2026: $311.7M Q2 2026

Holdings 165 stocks · $208.0M
DFAS Dimensional US Small Cap ETF 5.57% 185,901 $11.6M Add +10.8%
IJH iShares Core S&P Midcap ETF 5.12% 175,494 $10.7M Add +13.0%
SCHF Schwab Intl Equity ETF 4.80% 255,729 $10.0M Add +16.9%
JEPI JPMorgan Equity Premium Inco 4.70% 168,929 $9.8M Add +3.4%
FTEC Fidelity MSCI Info Tech Indx 4.68% 62,432 $9.7M Reduce -3.3%
IVV iShares Core S&P 500 ETF 4.40% 17,409 $9.2M Add +45.3%
VYM Vanguard High DVD Yield ETF 3.59% 61,668 $7.5M Reduce -2.9%
CGGR Cap Group Growth Equity 3.20% 208,135 $6.7M Add +4.5%
SCHD Schwab US DVD Equity ETF 2.85% 73,485 $5.9M Add +0.9%
FHLC Fidelity MSCI Health Care 2.68% 79,906 $5.6M Reduce -4.4%
PTRB Pgim Total Return Bond ETF 2.52% 126,052 $5.2M Add +21.3%
JPIE JPMorgan Income ETF 2.50% 114,278 $5.2M Add +20.0%
VOOG Vanguard S&P 500 Growth ETF 2.31% 15,742 $4.8M No change
META Meta Platforms Inc. Class A 2.01% 8,602 $4.2M Reduce -2.6%
LOW Lowe's Cos Inc. 1.95% 15,887 $4.0M Reduce -3.9%
DLR Digital Realty Trust Inc. 1.94% 28,052 $4.0M Add +2.4%
V Visa Inc. Class A 1.57% 11,681 $3.3M Reduce -2.5%
PULS Pgim Ultra Short Bond ETF 1.53% 63,892 $3.2M Add +1.6%
JPM JPMorgan Chase & Co. 1.45% 15,057 $3.0M Add +0.3%
SOXX iShares Semiconductor ETF 1.35% 12,442 $2.8M Reduce -1.9%
TBUX T Rowe Price Ultra Short-Ter 1.31% 55,413 $2.7M Reduce -4.0%
SCHE Schwab Emrg Mrkts Eqty ETF 1.23% 101,428 $2.6M Add +11.4%
MUB iShares National Muni Bond E 1.21% 23,458 $2.5M Add +7.2%
SVC Service Pptys TR 1.21% 369,816 $2.5M Add +12.2%
SAMT Strategas Macro Them Opps 1.20% 98,041 $2.5M Add +6.6%
DE Deere & Co. 1.08% 5,448 $2.2M Add +2.2%
IHI iShares U.S. Medical Devices 1.07% 37,857 $2.2M Reduce -0.9%
VZ Verizon Communications Inc. 1.00% 49,772 $2.1M Reduce -9.0%
WMT Walmart Inc. 0.97% 33,375 $2.0M Add +3.9%
DUK Duke Energy Corp. 0.96% 20,702 $2.0M Reduce -26.2%
SO The Southern Co. 0.94% 27,225 $2.0M Reduce -16.5%
XOM Exxon Mobil Corp. 0.92% 16,530 $1.9M Reduce -0.5%
PG The Procter & Gamble Co. 0.89% 11,365 $1.8M Add +1.2%
PSX Phillips 66 0.87% 11,035 $1.8M Reduce -1.2%
IGSB iShares 1-5Y Inv Grade Corp. 0.85% 34,395 $1.8M Reduce -11.1%
SCHM Schwab US Mid Cap ETF 0.84% 21,349 $1.7M Reduce -2.4%
HR Healthcare Realty Trust Inc. 0.79% 115,533 $1.6M Add +23.0%
BDX Becton Dickinson and Co. 0.76% 6,390 $1.6M Add +0.5%
FIDU Fidelity MSCI Indust Indx 0.75% 22,894 $1.6M Add +5.4%
FDX FedEx Corp. 0.73% 5,252 $1.5M Add +8.7%
MSFT Microsoft Corp. 0.71% 3,522 $1.5M Add +129.0%
XLK SS Technology Select Sector 0.70% 7,034 $1.5M Reduce -20.9%
SCHA Schwab US Small-Cap ETF 0.64% 27,191 $1.3M Reduce -2.1%
JNJ Johnson & Johnson 0.63% 8,302 $1.3M Add +10.6%
GOOGL Alphabet Inc. Class A 0.63% 8,655 $1.3M Add +2460.7%
LLY Eli Lilly & Co. 0.62% 1,667 $1.3M Add +0.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.56% 2,223 $1.2M No change
PGR Progressive Corp. 0.54% 5,441 $1.1M Add +0.0%
LIT Global X Lithium & Battery T 0.51% 23,450 $1.1M Add +33.2%
BNL Broadstone Net Lease Inc. 0.50% 66,642 $1.0M No change
NVDA Nvidia Corp. 0.48% 1,114 $1.0M Reduce -6.9%
ACN Accenture PLC Class A 0.46% 2,786 $966K Reduce -45.1%
AON Aon PLC Class A 0.45% 2,800 $934K Add +0.2%
IWR iShares Russell Mid-Cap ETF 0.41% 10,115 $851K Reduce -0.5%
FIF First Trust Energy Infrastru 0.40% 46,042 $836K Reduce -25.6%
BA The Boeing Co. 0.39% 4,183 $807K Add +21.4%
VTI VG Morningstar TS MKT ETF-US 0.38% 3,081 $801K Add +10.0%
ASML ASML Holding NV-NY Reg SHS 0.38% 820 $796K Add +0.6%
NEE Nextera Energy Inc. 0.38% 12,435 $795K Add +5.3%
DOC Healthpeak Properties Inc. 0.38% 41,778 $783K Add +25.7%
HYDB iShares High Yield Systemati 0.37% 16,599 $775K Add +3.0%
SUB iShares Short-Term National 0.36% 7,196 $754K Reduce -4.2%
UTG Reaves Utility Income Fund 0.33% 25,349 $683K Add +81.2%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.32% 8,419 $675K Reduce -11.6%
IYH iShares U.S. Healthcare ETF 0.30% 9,990 $618K Reduce -12.8%
AAPL Apple Inc. 0.29% 3,554 $610K Reduce -24.4%
XYLD Global X S&P 500 Cove Call E 0.29% 14,862 $606K Reduce -16.4%
BSX Boston Scientific Corp. 0.28% 8,547 $585K No change
IEFA iShares Core MSCI Eafe ETF 0.27% 7,470 $554K No change
DVY iShares Select Dividend ETF 0.25% 4,263 $525K Reduce -20.1%
QS Quantumscape Corp. 0.25% 82,832 $521K Add +48.0%
VOO Vanguard S&P 500 ETF 0.25% 1,077 $518K No change
AMZN Amazon.com Inc. 0.24% 2,779 $501K Reduce -12.6%
IWO iShares Russell 2000 Growth 0.22% 1,718 $465K Reduce -8.0%
XVV iShares ESG Select Screened 0.22% 11,338 $457K Reduce -0.3%
KMI Kinder Morgan Inc. 0.21% 24,305 $446K Reduce -2.9%
IWP iShares Russell Mid-Cap Grow 0.18% 3,347 $382K No change
VLO Valero Energy Corp. 0.18% 2,219 $379K Add +0.2%
SCHX Schwab US Large-Cap ETF 0.18% 5,893 $366K Reduce -10.7%
RY Royal Bank of Canada 0.17% 3,526 $356K Reduce -2.2%
T AT&T Inc. 0.17% 19,851 $349K Reduce -33.9%
NVS Novartis AG-Sponsored ADR 0.17% 3,548 $343K Reduce -56.9%
XBXMX Nuveen S&P 500 Buy-WR Inc. 0.16% 25,187 $333K Reduce -21.3%
IWM iShares Russell 2000 ETF 0.15% 1,529 $322K Add +1.3%
D Dominion Energy Inc. 0.15% 6,309 $310K Reduce -52.1%
COP Conocophillips 0.14% 2,349 $299K Reduce -13.7%
VGT Vanguard Info Tech ETF 0.14% 560 $294K Add +17.9%
EXTR Extreme Networks Inc. 0.14% 25,145 $290K Add +0.0%
HD Home Depot Inc. 0.14% 754 $289K Add +0.3%
COST Costco Wholesale Corp. 0.14% 388 $284K No change
CSCO Cisco Systems Inc. 0.13% 5,490 $274K Reduce -14.6%
SYK Stryker Corp. 0.13% 755 $270K Reduce -11.7%
CMCSA Comcast Corp. Class A 0.12% 5,921 $257K No change
SUSB iShares ESG Aware 1-5 Year U 0.12% 10,413 $255K No change
PFL PIMCO Income Strategy Fund 0.12% 30,003 $254K Reduce -22.1%
AAAU Goldman Sachs Physical Gold 0.12% 11,270 $248K No change
INTC Intel Corp. 0.12% 5,544 $245K Reduce -16.6%
SCHH Schwab US REIT ETF 0.11% 11,153 $226K Reduce -9.8%
EFA iShares MSCI Eafe ETF 0.10% 2,729 $218K No change
WELL Welltower Inc. 0.10% 2,308 $216K Reduce -11.0%
SCHB Schwab US Broad Market ETF 0.10% 3,458 $211K Add +0.1%
HDV iShares Core High Dividend E 0.10% 1,834 $202K New
SGOV iShares 0-3 Month Treasury B 0.10% 1,994 $201K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.09% 800 $189K No change
PRF Invesco Rafi US 1000 ETF 0.09% 4,750 $183K New
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.08% 15,565 $172K No change
XJH Ishare ESG SS S&P Midcap ETF 0.07% 3,736 $153K Add +1.0%
VHT Vanguard Health Care ETF 0.07% 521 $141K No change
IJR iShares Core S&P Small-Cap E 0.07% 1,268 $140K Add +1.6%
GOOG Alphabet Inc. Class C 0.07% 895 $136K Reduce -42.7%
XJR Ishr ESG SS S&P Smal-Cap-Usd 0.06% 3,124 $122K Add +2.0%
VNQ Vanguard Real Estate ETF 0.05% 1,237 $107K Reduce -25.3%
VB Vanguard Most SM-Cap ETF-Usd 0.05% 456 $104K No change
SCHG Schwab US Large-Cap Growth 0.05% 1,090 $101K No change
EOD Allspring Global Dividend Op 0.04% 17,022 $82K No change
SDY SS SPDR S&P Dividend ETF 0.04% 620 $81K Reduce -17.7%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.04% 495 $77K No change
IVW iShares S&P 500 Growth ETF 0.03% 826 $70K Add +5.8%
IDEV iShares Core MSCI Dev MKTS 0.03% 1,027 $69K Add +9.8%
SPMD SS SPDR P S&P 400 Midcap ETF 0.03% 1,240 $66K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.03% 935 $61K No change
IYR iShares US Real Estate ETF 0.03% 668 $60K No change
CWB SS SPDR BB Conv Sec ETF 0.03% 775 $57K No change
EEM iShares MSCI Emerging Market 0.03% 1,300 $53K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.03% 681 $53K Reduce -2.7%
XLY SS Consumer Disc Select Sect 0.02% 277 $51K Add +27.6%
XLI SS Industrial Select Sector 0.02% 381 $48K Add +33.7%
QYLD Global X Nasd 100 Cov Call 0.02% 2,566 $46K No change
XLP SS Consumer Staples Sel Sect 0.02% 573 $44K Add +11.7%
XLF SS Financial Select Sector 0.02% 978 $41K Add +46.9%
XLV SS Health Care Select Sector 0.02% 272 $40K Add +18.3%
IJK iShares S&P Mid-Cap 400 Grow 0.02% 440 $40K No change
USRT iShares Core US REIT ETF 0.02% 700 $38K No change
ICLN iShares Global Clean Energy 0.01% 2,093 $29K Reduce -38.3%
XLB SS Materials Select Sector 0.01% 312 $29K No change
IWD iShares Russell 1000 Value E 0.01% 151 $27K Add +11.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.01% 105 $26K Add +5.0%
TIP iShares Tips Bond ETF 0.01% 239 $26K Reduce -73.7%
PTH Invesco Dorsey Wright Health 0.01% 579 $25K New
VOX Vanguard Communication Servi 0.01% 185 $24K No change
IWN iShares Russell 2000 Value E 0.01% 130 $21K No change
IWF iShares Russell 1000 Growth 0.01% 50 $17K New
IYW iShares Ustechnology ETF 0.01% 92 $12K New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.00% 46 $9K No change
IEI iShares 3-7 Year Treasury Bo 0.00% 54 $6K No change
HYXF iShares ESG Adv High Yield 0.00% 121 $6K Reduce -66.3%
XLRE SS Real Estate Select Sector 0.00% 135 $5K Add +46.7%
IWV iShares Russell 3000 ETF 0.00% 15 $5K No change
IEF iShares 7-10 Year Treasury B 0.00% 44 $4K No change
RSP Invesco S&P 500 Equal Weight 0.00% 22 $4K New
VAW Vanguard Materials ETF 0.00% 17 $3K New
XSW SS SPDR S&P Soft & Serv ETF 0.00% 21 $3K No change
URA Global X Uranium ETF 0.00% 100 $3K No change
SCHZ Schwab US Aggregate Bond ETF 0.00% 58 $3K New
IJT iShares S&P Small-Cap 600 GR 0.00% 20 $3K No change
SCHV Schwab US Large-Cap Value 0.00% 33 $3K No change
SPAB SS SPDR P Agg Bond ETF 0.00% 92 $2K New
ITOT iShares Core S&P Total U.S. 0.00% 20 $2K New
VPU Vanguard Utilities ETF 0.00% 13 $2K New
RSPT Invesco S&P 500 Equal Weight 0.00% 39 $1K New
VXF Vanguard Extended Market ETF 0.00% 6 $1K New
AIA iShares Asia 50 ETF 0.00% 14 $850 Reduce -41.7%
SLYV SS SPDR S&P 600 SC Val ETF 0.00% 10 $830 Reduce -50.0%
FUTY Fidelity MSCI US Utilities 0.00% 2 $85 No change
FREL Fidelity MSCI RL Est Indx 0.00% 3 $78 Reduce -90.9%
Lines left out (1) · $47 — a value with no share or principal amount
SecurityClassSharesValue
IVE iShares S&P 500 Value ETF S&P 500 VAL ETF0$47

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: $208.0M.

Portfolio Sells Q4 2023 → Q1 2024
SYY Sysco Corp. Sold out 0.00% −0.54
ACN Accenture PLC Class A Reduce -45.1% 0.46% −0.48
DUK Duke Energy Corp. Reduce -26.2% 0.96% −0.48
NVS Novartis AG-Sponsored ADR Reduce -56.9% 0.17% −0.27
SO The Southern Co. Reduce -16.5% 0.94% −0.27
FTEC Fidelity MSCI Info Tech Indx Reduce -3.3% 4.68% −0.22
XLK SS Technology Select Sector Reduce -20.9% 0.70% −0.20
IGSB iShares 1-5Y Inv Grade Corp. Reduce -11.1% 0.85% −0.20
TBUX T Rowe Price Ultra Short-Ter Reduce -4.0% 1.31% −0.19
AAPL Apple Inc. Reduce -24.4% 0.29% −0.19
D Dominion Energy Inc. Reduce -52.1% 0.15% −0.18
FHLC Fidelity MSCI Health Care Reduce -4.4% 2.68% −0.18
VYM Vanguard High DVD Yield ETF Reduce -2.9% 3.59% −0.16
FIF First Trust Energy Infrastru Reduce -25.6% 0.40% −0.14
OHI Omega Healthcare Investors Sold out 0.00% −0.11
GSK GSK PLC-Spon ADR Sold out 0.00% −0.11
T AT&T Inc. Reduce -33.9% 0.17% −0.10
GRNB Vaneck Green Bond ETF Sold out 0.00% −0.09
VZ Verizon Communications Inc. Reduce -9.0% 1.00% −0.09
V Visa Inc. Class A Reduce -2.5% 1.57% −0.08
XYLD Global X S&P 500 Cove Call E Reduce -16.4% 0.29% −0.08
MINT PIMCO Enhanced Short Maturit Sold out 0.00% −0.08
DVY iShares Select Dividend ETF Reduce -20.1% 0.25% −0.08
INTC Intel Corp. Reduce -16.6% 0.12% −0.06
XBXMX Nuveen S&P 500 Buy-WR Inc. Reduce -21.3% 0.16% −0.06
SUB iShares Short-Term National Reduce -4.2% 0.36% −0.06
GDX Vaneck Gold Miners ETF Sold out 0.00% −0.05
GOOG Alphabet Inc. Class C Reduce -42.7% 0.07% −0.05
PFL PIMCO Income Strategy Fund Reduce -22.1% 0.12% −0.05
SCHA Schwab US Small-Cap ETF Reduce -2.1% 0.64% −0.05
IYH iShares U.S. Healthcare ETF Reduce -12.8% 0.30% −0.05
HYS PIMCO 0-5 Year H/Y Corp. Bond Sold out 0.00% −0.04
CSCO Cisco Systems Inc. Reduce -14.6% 0.13% −0.04
TIP iShares Tips Bond ETF Reduce -73.7% 0.01% −0.04
SCHM Schwab US Mid Cap ETF Reduce -2.4% 0.84% −0.03
IRM Iron Mountain Inc. Reduce -11.6% 0.32% −0.03
SCHH Schwab US REIT ETF Reduce -9.8% 0.11% −0.03
VNQ Vanguard Real Estate ETF Reduce -25.3% 0.05% −0.03
IWO iShares Russell 2000 Growth Reduce -8.0% 0.22% −0.03
COP Conocophillips Reduce -13.7% 0.14% −0.02
IHI iShares U.S. Medical Devices Reduce -0.9% 1.07% −0.02
RY Royal Bank of Canada Reduce -2.2% 0.17% −0.02
SCHX Schwab US Large-Cap ETF Reduce -10.7% 0.18% −0.02
WELL Welltower Inc. Reduce -11.0% 0.10% −0.02
KMI Kinder Morgan Inc. Reduce -2.9% 0.21% −0.02
AMZN Amazon.com Inc. Reduce -12.6% 0.24% −0.01
ICLN iShares Global Clean Energy Reduce -38.3% 0.01% −0.01
SDY SS SPDR S&P Dividend ETF Reduce -17.7% 0.04% −0.01
IWR iShares Russell Mid-Cap ETF Reduce -0.5% 0.41% −0.01
HYXF iShares ESG Adv High Yield Reduce -66.3% 0.00% −0.01

Portfolio Buys Q4 2023 → Q1 2024
IVV iShares Core S&P 500 ETF Add +45.3% 4.40% +1.38
GOOGL Alphabet Inc. Class A Add +2460.7% 0.63% +0.60
IJH iShares Core S&P Midcap ETF Add +13.0% 5.12% +0.58
SCHF Schwab Intl Equity ETF Add +16.9% 4.80% +0.52
MSFT Microsoft Corp. Add +129.0% 0.71% +0.41
DFAS Dimensional US Small Cap ETF Add +10.8% 5.57% +0.29
CGGR Cap Group Growth Equity Add +4.5% 3.20% +0.23
PTRB Pgim Total Return Bond ETF Add +21.3% 2.52% +0.22
JPIE JPMorgan Income ETF Add +20.0% 2.50% +0.21
UTG Reaves Utility Income Fund Add +81.2% 0.33% +0.13
LLY Eli Lilly & Co. Add +0.3% 0.62% +0.11
JPM JPMorgan Chase & Co. Add +0.3% 1.45% +0.10
HDV iShares Core High Dividend E New 0.10% +0.10
PRF Invesco Rafi US 1000 ETF New 0.09% +0.09
FDX FedEx Corp. Add +8.7% 0.73% +0.09
PGR Progressive Corp. Add +0.0% 0.54% +0.08
SAMT Strategas Macro Them Opps Add +6.6% 1.20% +0.08
WMT Walmart Inc. Add +3.9% 0.97% +0.07
ASML ASML Holding NV-NY Reg SHS Add +0.6% 0.38% +0.06
QS Quantumscape Corp. Add +48.0% 0.25% +0.04
FIDU Fidelity MSCI Indust Indx Add +5.4% 0.75% +0.04
SCHE Schwab Emrg Mrkts Eqty ETF Add +11.4% 1.23% +0.04
LIT Global X Lithium & Battery T Add +33.2% 0.51% +0.04
VTI VG Morningstar TS MKT ETF-US Add +10.0% 0.38% +0.03
VLO Valero Energy Corp. Add +0.2% 0.18% +0.03
DOC Healthpeak Properties Inc. Add +25.7% 0.38% +0.03
VGT Vanguard Info Tech ETF Add +17.9% 0.14% +0.02
AON Aon PLC Class A Add +0.2% 0.45% +0.02
PG The Procter & Gamble Co. Add +1.2% 0.89% +0.02
PTH Invesco Dorsey Wright Health New 0.01% +0.01
JNJ Johnson & Johnson Add +10.6% 0.63% +0.01
IWF iShares Russell 1000 Growth New 0.01% +0.01
XLF SS Financial Select Sector Add +46.9% 0.02% +0.01
IYW iShares Ustechnology ETF New 0.01% +0.01
XLI SS Industrial Select Sector Add +33.7% 0.02% +0.01
XLY SS Consumer Disc Select Sect Add +27.6% 0.02% +0.00
NEE Nextera Energy Inc. Add +5.3% 0.38% +0.00
XLV SS Health Care Select Sector Add +18.3% 0.02% +0.00
IVW iShares S&P 500 Growth ETF Add +5.8% 0.03% +0.00
RSP Invesco S&P 500 Equal Weight New 0.00% +0.00
IDEV iShares Core MSCI Dev MKTS Add +9.8% 0.03% +0.00
VAW Vanguard Materials ETF New 0.00% +0.00
XLP SS Consumer Staples Sel Sect Add +11.7% 0.02% +0.00
HD Home Depot Inc. Add +0.3% 0.14% +0.00
SCHZ Schwab US Aggregate Bond ETF New 0.00% +0.00
IWD iShares Russell 1000 Value E Add +11.8% 0.01% +0.00
ITOT iShares Core S&P Total U.S. New 0.00% +0.00
SPAB SS SPDR P Agg Bond ETF New 0.00% +0.00
VPU Vanguard Utilities ETF New 0.00% +0.00
RSPT Invesco S&P 500 Equal Weight New 0.00% +0.00

Notes & Other Activity Q4 2023 → Q1 2024
IVE iShares S&P 500 Value ETF S&P 500 VAL ETF Reduce -100.0% 0 $47

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

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 155$311.7MIVV, JPIE, FENI, FTEC, CGGR
Q1 2026 160$277.5MIVV, JPIE, FENI, FTEC, IUSB
Q4 2025 151$271.9MIVV, FMDE, JPIE, FENI, BND
Q3 2025 149$315.6MIVV, FMDE, FTEC, JPIE, BND
Q2 2025 153$265.2MIVV, FTEC, SCHF, DFAS, IJH
Q1 2025 154$241.6MIVV, DFAS, SCHF, FTEC, IJH
Q4 2024 159$243.3MIVV, DFAS, FTEC, IJH, SCHF
Q3 2024 156$241.4MIVV, DFAS, FTEC, IJH, SCHF
Q2 2024 156$216.8MIVV, DFAS, IJH, SCHF, FTEC
Q1 2024 165$208.0MDFAS, IJH, SCHF, JEPI, FTEC