BCGM Wealth Management, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 6, 2024), BCGM Wealth Management, LLC reported 154 stock positions worth $308.3 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 7.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 5.2%) and JPMorgan Core Plus Bond ETF (JCPB, 4.6%). Compared with Q2 2024, it opened 7 new positions, sold out of 3, added to 61 and reduced 56. The biggest buy was JPMorgan Core Plus Bond ETF (JCPB, shares +60%) and the biggest sale iShares Core S&P Total U.S. (ITOT, shares −13%).

Most Recent 13F
Q2 2026
Location
LAFAYETTE, IN
CIK
0001830467
Portfolio Value
$308.3M (Q3 2024)
SEC Filing
0001765380-24-000402 ↗ filed Nov 6, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $278.6M Q1 2024 Q2 2024: $288.7M Q2 2024 Q3 2024: $308.3M $308.3M Q3 2024 Q4 2024: $315.2M Q4 2024 Q1 2025: $325.4M Q1 2025 Q2 2025: $354.6M Q2 2025 Q3 2025: $384.3M Q3 2025 Q4 2025: $391.9M Q4 2025 Q1 2026: $398.1M Q1 2026 Q2 2026: $473.0M Q2 2026

Holdings 154 stocks · $308.3M
ITOT iShares Core S&P Total U.S. 7.54% 185,146 $23.3M Reduce -13.2%
IVV iShares Core S&P 500 ETF 5.24% 28,029 $16.2M Reduce -1.2%
JCPB JPMorgan Core Plus Bond ETF 4.61% 294,576 $14.2M Add +59.9%
QUAL iShares MSCI USA Quality Fac 4.53% 77,867 $14.0M Reduce -0.0%
QQQ Invesco QQQ Trust Series 1 3.50% 22,119 $10.8M Reduce -1.1%
IWF iShares Russell 1000 Growth 3.41% 27,975 $10.5M Reduce -1.6%
VIGI Vanguard Int Div App Indx FD 3.06% 106,722 $9.4M Reduce -2.2%
DYNF Ishrs US E F R A ETF-Usd Inc. 2.69% 167,505 $8.3M Add +0.7%
ICOW Pacer Developed Markets Inte 2.14% 208,185 $6.6M Add +104.9%
VOO Vanguard S&P 500 ETF 2.02% 11,801 $6.2M Reduce -1.4%
JAVA JPMorgan Active Value ETF 1.81% 87,274 $5.6M Reduce -0.0%
FMB First Trust Managed Municipa 1.81% 107,199 $5.6M Add +5.8%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 1.67% 100,908 $5.1M Reduce -33.6%
XOM Exxon Mobil Corp. 1.55% 40,869 $4.8M Reduce -4.2%
MUB iShares National Muni Bond E 1.52% 43,017 $4.7M Add +14.9%
AAPL Apple Inc. 1.42% 18,841 $4.4M Reduce -3.9%
JPM JPMorgan Chase & Co. 1.40% 20,415 $4.3M Add +1.5%
BINC iShares Flex I A ETF-Usd Inc. 1.37% 78,866 $4.2M Add +7.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.32% 15,402 $4.1M Reduce -1.7%
EMXC iShares MSCI Emr MRK Ex Chna 1.31% 66,181 $4.0M Add +3.8%
JANW Alianzim US Eq BFR20 Jan-Usd 1.29% 121,070 $4.0M Reduce -0.6%
ISTB iShares Core 1-5 Year Usd Bo 1.29% 81,597 $4.0M Add +3.6%
BRK.B Berkshire Hathaway Inc. Class B 1.25% 8,380 $3.9M Add +0.9%
LOVE The Lovesac Co. 1.25% 134,364 $3.8M Add +0.8%
LLY Eli Lilly & Co. 1.18% 4,115 $3.6M Add +0.1%
PJAN Innovator U.S. Equity Power 1.17% 87,599 $3.6M No change
NOC Northrop Grumman Corp. 1.08% 6,312 $3.3M Add +1.0%
TAXX BBLX Irm Tax-Aware S Dur ETF 1.04% 63,336 $3.2M New
FIXD First Trust Smith Opportunis 1.01% 68,936 $3.1M Add +3.5%
TLT iShares 20+ Year Treasury BD 1.00% 31,362 $3.1M Reduce -0.1%
DHIL Diamond Hill Investment Grp 0.99% 18,919 $3.1M Add +1.5%
SPSM SS SPDR P S&P 600 Small Cap 0.95% 64,665 $2.9M Reduce -2.0%
PM Philip Morris International 0.95% 24,228 $2.9M Add +8.8%
FPI Farmland Partners Inc. 0.89% 261,341 $2.7M Add +0.6%
SCHD Schwab US DVD Equity ETF 0.85% 30,933 $2.6M Reduce -6.0%
MBLY Mobileye Global Inc. Class A 0.85% 190,595 $2.6M Add +178.0%
SBSW Sibanye-Stillwater Ltd.-ADR 0.83% 620,252 $2.5M Add +60.3%
SCHP Schwab U.S. Tips ETF 0.80% 45,804 $2.5M Reduce -39.0%
CTRA Coterra Energy Inc. 0.79% 101,597 $2.4M Add +0.5%
UNH Unitedhealth Group Inc. 0.70% 3,715 $2.2M Add +2.8%
KR Kroger Co. 0.70% 37,493 $2.1M Reduce -26.1%
NVDA Nvidia Corp. 0.69% 17,636 $2.1M Add +10.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.69% 22,035 $2.1M Add +2.4%
IEMG iShares Core MSCI Emerging 0.68% 36,715 $2.1M Reduce -0.4%
VZ Verizon Communications Inc. 0.65% 44,762 $2.0M Add +3.3%
AL Sumisho Air Lease Corp. filed as AIR LEASE CORP 0.62% 41,934 $1.9M New
PSEP Innovator U.S. Equity Power 0.58% 46,068 $1.8M Reduce -11.5%
USMV iShares MSCI USA Min Vol Fac 0.56% 18,879 $1.7M Reduce -1.0%
FSLR First Solar Inc. 0.54% 6,696 $1.7M Add +1.1%
SPG Simon Property Group Inc. 0.54% 9,877 $1.7M Add +0.5%
CHKP Check Point Software Tech 0.53% 8,432 $1.6M Reduce -31.6%
DEO Diageo PLC-Sponsored ADR 0.52% 11,368 $1.6M Add +80.3%
SMMU PIMCO SHRT TRM Muni BND ETF 0.52% 31,505 $1.6M Reduce -8.4%
VTEB Vanguard Tax-Exempt Bond ETF 0.48% 28,792 $1.5M Add +56.8%
CVS CVS Health Corp. 0.47% 23,253 $1.5M Add +2.1%
JEPI JPMorgan Equity Premium Inco 0.45% 23,424 $1.4M Reduce -2.9%
IWY iShares Russell Top 200 Grow 0.44% 6,166 $1.4M Reduce -3.3%
PAUG Innovator U.S. Equity Power 0.41% 33,663 $1.3M No change
BND Vanguard Total Bond Market 0.41% 16,939 $1.3M Reduce -0.1%
PMAY Innovator U.S. Equity Power 0.41% 35,901 $1.3M No change
MAYW Alianzim US Eq BFR20 May-Usd 0.38% 39,329 $1.2M No change
NTRL First Trust Equity Market Ne 0.37% 57,741 $1.1M Add +3.7%
SCHV Schwab US Large-Cap Value 0.37% 14,172 $1.1M Add +0.5%
PFEB Innovator U.S. Equity Power 0.35% 29,693 $1.1M No change
GNTX Gentex Corp. 0.33% 34,563 $1.0M Reduce -1.1%
APD Air Products & Chemicals Inc. 0.32% 3,354 $999K Add +4.4%
ICSH iShares Ultra Short Duration 0.32% 19,586 $994K Add +11.9%
SPHQ Invesco S&P 500 Quality ETF 0.31% 14,175 $954K Reduce -10.2%
CPSM Calamos SP500 STR Alt Promay 0.30% 35,650 $940K No change
BJUL Innovator U.S. Equity Buffer 0.30% 21,452 $937K No change
UL Unilever PLC 0.30% 14,011 $910K Add +1.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.28% 1,482 $850K No change
FRME First Merchants Corp. 0.27% 22,656 $843K Add +0.0%
SEPW Alianzim US Eq BFR20 Sep-Usd 0.27% 28,701 $819K Reduce -6.0%
SPYV SS SPDR P S&P 500 Value ETF 0.26% 15,388 $813K Reduce -9.1%
AMZN Amazon.com Inc. 0.25% 4,111 $766K Add +0.0%
MTUM iShares MSCI USA Momentum Fa 0.25% 3,770 $764K Add +0.1%
META Meta Platforms Inc. Class A 0.24% 1,311 $750K No change
WBS Webster Financial Corp. 0.24% 16,093 $750K Reduce -5.2%
COWZ Pacer US Cash Cows 100 ETF 0.24% 12,874 $745K Reduce -0.8%
MBIN Merchants Bancorp 0.22% 15,367 $691K Add +0.2%
PAVE Global X US Infrastructure 0.22% 16,588 $683K Add +1.2%
TSLA Tesla Inc. 0.22% 2,609 $683K Add +8.1%
D Dominion Energy Inc. 0.22% 11,728 $678K Add +1.0%
IGEB iShares Investment Grade SYS 0.22% 14,468 $672K Add +0.1%
DUK Duke Energy Corp. 0.22% 5,770 $665K Add +0.2%
GJAN FT Vest US Equity Moderate B 0.20% 16,100 $609K No change
GOCT FT Vest US Equity Moderate B 0.20% 17,505 $607K No change
SIXJ Allian US Equ 6 Mon BU10-Usd 0.20% 20,502 $603K Reduce -17.8%
SIZE iShares MSCI USA Size Factor 0.19% 3,978 $592K Reduce -3.6%
FJAN FT Vest U.S. Equity Buffer E 0.19% 13,204 $590K No change
MCD McDonald's Corp. 0.18% 1,818 $554K Add +6.6%
TLH iShares 10-20 Year Treasury 0.18% 5,043 $551K Add +69.5%
IEFA iShares Core MSCI Eafe ETF 0.18% 6,915 $540K Reduce -2.5%
VTI VG Morningstar TS MKT ETF-US 0.17% 1,841 $521K Reduce -0.2%
T AT&T Inc. 0.15% 21,646 $476K Reduce -8.1%
JPST JPMorgan Ultra-Short Income 0.15% 9,326 $473K Reduce -1.7%
SUB iShares Short-Term National 0.15% 4,360 $463K Reduce -0.5%
FAUG FT Vest U.S. Equity Buffer E 0.15% 10,000 $458K No change
EFAV iShares MSCI Eafe Min Vol Fa 0.15% 5,887 $452K Reduce -0.8%
GOOGL Alphabet Inc. Class A 0.15% 2,700 $448K No change
PAPR Innovator U.S. Equity Power 0.14% 11,745 $422K No change
BSEP Innovator U.S. Equity Buffer 0.14% 10,000 $421K No change
DON Wisdomtree US Midcap Dividen 0.14% 8,223 $420K Add +0.4%
BFEB Innovator U.S. Equity Buffer 0.14% 10,000 $420K No change
MSFT Microsoft Corp. 0.14% 967 $416K Reduce -14.3%
IJH iShares Core S&P Midcap ETF 0.13% 6,583 $410K Reduce -3.6%
PZA Invesco National Amt-Free Mu 0.13% 16,825 $406K Add +0.5%
JMUB JPMorgan Municipal ETF 0.13% 7,631 $391K Add +49.3%
JULW Alianzim US Eq BFR20 Jul-Usd 0.12% 11,017 $381K New
PG The Procter & Gamble Co. 0.12% 2,159 $374K Add +0.7%
JANT Allianzim US Eq BFFR10 JN-US 0.12% 10,642 $374K No change
GOVT iShares US Treasury Bond ETF 0.12% 15,755 $369K Reduce -10.3%
PJUN Innovator U.S. Equity Power 0.12% 9,979 $368K Reduce -4.2%
TPLC Timothy PLN US LRG/Mid Cap 0.12% 8,300 $365K No change
ICVT iShares Convertible Bond ETF 0.12% 4,248 $355K Reduce -2.1%
KJAN Innovator U.S. Small Cap Pow 0.11% 9,461 $351K No change
VLUE iShares MSCI USA Value Facto 0.11% 3,206 $350K Add +0.8%
AEP American Electric Power 0.11% 3,359 $345K Add +4.8%
IWS iShares Russell Mid-Cap Valu 0.11% 2,577 $341K Reduce -2.8%
HELO JPMorgan Hedged Equity ETF 0.11% 5,548 $339K New
AOA iShares Core 80/20 Aggressiv 0.11% 4,276 $337K Add +3.2%
MAXJ iShares LG Cap Max Buff Jun 0.11% 12,865 $334K New
TPHD Timothy Plan High DVD STCK 0.11% 8,800 $332K No change
POCT Innovator U.S. Equity Power 0.11% 8,425 $328K No change
BJAN Innovator U.S. Equity Buffer 0.10% 6,925 $322K Reduce -4.2%
IWD iShares Russell 1000 Value E 0.10% 1,687 $320K Add +0.1%
KO The Coca-Cola Co. 0.10% 4,334 $311K Add +0.5%
MARW Alianzim US Eq BFR20 Mar-Usd 0.10% 10,108 $308K No change
IWP iShares Russell Mid-Cap Grow 0.10% 2,600 $305K Reduce -20.6%
IWM iShares Russell 2000 ETF 0.10% 1,330 $294K Add +0.1%
SLYG SS SPDR S&P 600 SC GR ETF 0.09% 3,141 $292K Add +0.3%
SLYV SS SPDR S&P 600 SC Val ETF 0.09% 3,262 $283K Add +0.5%
IJR iShares Core S&P Small-Cap E 0.09% 2,419 $283K Reduce -3.5%
XLC SS Comm Select Sector SPDR 0.09% 2,973 $269K Reduce -8.6%
PEP Pepsico Inc. 0.09% 1,562 $266K Reduce -1.2%
IJAN Innovator International Deve 0.08% 7,877 $260K No change
HSY The Hershey Co. 0.08% 1,303 $250K Add +0.7%
IXN iShares Global Tech ETF 0.08% 2,986 $246K Reduce -8.8%
FFEB FT Vest US Equity Buffer ETF 0.08% 5,000 $243K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.08% 2,058 $242K Reduce -87.0%
CVX Chevron Corp. 0.08% 1,638 $241K Add +4.9%
SPYM Ste STR SPDR PT S&P 500 ETF 0.08% 3,542 $239K Reduce -5.2%
GSEP FT Vest US Equity Moderate B 0.07% 6,615 $229K No change
KJUL Innovator U.S. Small Cap Pow 0.07% 7,610 $222K No change
PDEC Innovator U.S. Equity Power 0.07% 5,752 $220K Reduce -13.2%
UBER Uber Technologies Inc. 0.07% 2,919 $219K No change
GNW Genworth Financial Inc. 0.07% 32,000 $219K No change
IVW iShares S&P 500 Growth ETF 0.07% 2,252 $216K Reduce -3.3%
NKE Nike Inc. Class B 0.07% 2,436 $215K New
AMGN Amgen Inc. 0.07% 649 $209K Add +0.3%
IVOG Vanguard S&P Mid-Cap 400 Gro 0.07% 1,753 $201K New
BLNK Blink Charging Co. 0.01% 10,000 $17K No change
SCWO 374WATER Inc. 0.01% 12,588 $17K Add +2.2%

Portfolio Sells Q2 2024 → Q3 2024
ITOT iShares Core S&P Total U.S. Reduce -13.2% 7.54% −1.23
JMST JPM Ultra-Short Muni Income Reduce -33.6% 1.67% −1.00
HEFA Isha Curr Hedged MSCI Eafe Sold out 0.00% −0.60
SCHP Schwab U.S. Tips ETF Reduce -39.0% 0.80% −0.56
TJX TJX Companies Inc. Reduce -87.0% 0.08% −0.52
MORN Morningstar Inc. Sold out 0.00% −0.46
QQQ Invesco QQQ Trust Series 1 Reduce -1.1% 3.50% −0.21
IWF iShares Russell 1000 Growth Reduce -1.6% 3.41% −0.18
KR Kroger Co. Reduce -26.1% 0.70% −0.18
CHKP Check Point Software Tech Reduce -31.6% 0.53% −0.18
XOM Exxon Mobil Corp. Reduce -4.2% 1.55% −0.15
IVV iShares Core S&P 500 ETF Reduce -1.2% 5.24% −0.13
PSEP Innovator U.S. Equity Power Reduce -11.5% 0.58% −0.10
FAST Fastenal Co. Sold out 0.00% −0.10
QUAL iShares MSCI USA Quality Fac Reduce -0.0% 4.53% −0.08
SMMU PIMCO SHRT TRM Muni BND ETF Reduce -8.4% 0.52% −0.08
GNTX Gentex Corp. Reduce -1.1% 0.33% −0.08
JANW Alianzim US Eq BFR20 Jan-Usd Reduce -0.6% 1.29% −0.07
VOO Vanguard S&P 500 ETF Reduce -1.4% 2.02% −0.05
SIXJ Allian US Equ 6 Mon BU10-Usd Reduce -17.8% 0.20% −0.05
MSFT Microsoft Corp. Reduce -14.3% 0.14% −0.04
SCHD Schwab US DVD Equity ETF Reduce -6.0% 0.85% −0.04
SPHQ Invesco S&P 500 Quality ETF Reduce -10.2% 0.31% −0.04
IWY iShares Russell Top 200 Grow Reduce -3.3% 0.44% −0.03
SEPW Alianzim US Eq BFR20 Sep-Usd Reduce -6.0% 0.27% −0.03
IWP iShares Russell Mid-Cap Grow Reduce -20.6% 0.10% −0.03
SPYV SS SPDR P S&P 500 Value ETF Reduce -9.1% 0.26% −0.02
JEPI JPMorgan Equity Premium Inco Reduce -2.9% 0.45% −0.02
GOVT iShares US Treasury Bond ETF Reduce -10.3% 0.12% −0.02
VIGI Vanguard Int Div App Indx FD Reduce -2.2% 3.06% −0.02
PDEC Innovator U.S. Equity Power Reduce -13.2% 0.07% −0.01
IXN iShares Global Tech ETF Reduce -8.8% 0.08% −0.01
WBS Webster Financial Corp. Reduce -5.2% 0.24% −0.01
JPST JPMorgan Ultra-Short Income Reduce -1.7% 0.15% −0.01
BND Vanguard Total Bond Market Reduce -0.1% 0.41% −0.01
XLC SS Comm Select Sector SPDR Reduce -8.6% 0.09% −0.01
PJUN Innovator U.S. Equity Power Reduce -4.2% 0.12% −0.01
SUB iShares Short-Term National Reduce -0.5% 0.15% −0.01
BJAN Innovator U.S. Equity Buffer Reduce -4.2% 0.10% −0.01
AAPL Apple Inc. Reduce -3.9% 1.42% −0.01
IJH iShares Core S&P Midcap ETF Reduce -3.6% 0.13% −0.01
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -5.2% 0.08% −0.01
IVW iShares S&P 500 Growth ETF Reduce -3.3% 0.07% −0.00
SIZE iShares MSCI USA Size Factor Reduce -3.6% 0.19% −0.00
PEP Pepsico Inc. Reduce -1.2% 0.09% −0.00
IEFA iShares Core MSCI Eafe ETF Reduce -2.5% 0.18% −0.00
COWZ Pacer US Cash Cows 100 ETF Reduce -0.8% 0.24% −0.00
ICVT iShares Convertible Bond ETF Reduce -2.1% 0.12% −0.00
VTI VG Morningstar TS MKT ETF-US Reduce -0.2% 0.17% −0.00
T AT&T Inc. Reduce -8.1% 0.15% −0.00

Portfolio Buys Q2 2024 → Q3 2024
JCPB JPMorgan Core Plus Bond ETF Add +59.9% 4.61% +1.65
ICOW Pacer Developed Markets Inte Add +104.9% 2.14% +1.07
TAXX BBLX Irm Tax-Aware S Dur ETF New 1.04% +1.04
AL Sumisho Air Lease Corp. New 0.62% +0.62
SBSW Sibanye-Stillwater Ltd.-ADR Add +60.3% 0.83% +0.24
DEO Diageo PLC-Sponsored ADR Add +80.3% 0.52% +0.24
LOVE The Lovesac Co. Add +0.8% 1.25% +0.21
MBLY Mobileye Global Inc. Class A Add +178.0% 0.85% +0.18
PM Philip Morris International Add +8.8% 0.95% +0.17
VTEB Vanguard Tax-Exempt Bond ETF Add +56.8% 0.48% +0.16
NOC Northrop Grumman Corp. Add +1.0% 1.08% +0.14
MUB iShares National Muni Bond E Add +14.9% 1.52% +0.13
JULW Alianzim US Eq BFR20 Jul-Usd New 0.12% +0.12
HELO JPMorgan Hedged Equity ETF New 0.11% +0.11
MAXJ iShares LG Cap Max Buff Jun New 0.11% +0.11
DHIL Diamond Hill Investment Grp Add +1.5% 0.99% +0.08
BRK.B Berkshire Hathaway Inc. Class B Add +0.9% 1.25% +0.08
TLH iShares 10-20 Year Treasury Add +69.5% 0.18% +0.07
NKE Nike Inc. Class B New 0.07% +0.07
UNH Unitedhealth Group Inc. Add +2.8% 0.70% +0.07
IVOG Vanguard S&P Mid-Cap 400 Gro New 0.07% +0.07
TSLA Tesla Inc. Add +8.1% 0.22% +0.06
BINC iShares Flex I A ETF-Usd Inc. Add +7.4% 1.37% +0.04
JMUB JPMorgan Municipal ETF Add +49.3% 0.13% +0.04
APD Air Products & Chemicals Inc. Add +4.4% 0.32% +0.04
VZ Verizon Communications Inc. Add +3.3% 0.65% +0.03
UL Unilever PLC Add +1.0% 0.30% +0.03
MCD McDonald's Corp. Add +6.6% 0.18% +0.03
FSLR First Solar Inc. Add +1.1% 0.54% +0.02
SPG Simon Property Group Inc. Add +0.5% 0.54% +0.02
D Dominion Energy Inc. Add +1.0% 0.22% +0.02
FIXD First Trust Smith Opportunis Add +3.5% 1.01% +0.02
ICSH iShares Ultra Short Duration Add +11.9% 0.32% +0.02
DUK Duke Energy Corp. Add +0.2% 0.22% +0.02
FMB First Trust Managed Municipa Add +5.8% 1.81% +0.01
AEP American Electric Power Add +4.8% 0.11% +0.01
FRME First Merchants Corp. Add +0.0% 0.27% +0.01
PAVE Global X US Infrastructure Add +1.2% 0.22% +0.01
NVDA Nvidia Corp. Add +10.4% 0.69% +0.01
MBIN Merchants Bancorp Add +0.2% 0.22% +0.01
CVS CVS Health Corp. Add +2.1% 0.47% +0.01
SCHV Schwab US Large-Cap Value Add +0.5% 0.37% +0.01
KO The Coca-Cola Co. Add +0.5% 0.10% +0.01
EMXC iShares MSCI Emr MRK Ex Chna Add +3.8% 1.31% +0.00
SLYV SS SPDR S&P 600 SC Val ETF Add +0.5% 0.09% +0.00
DON Wisdomtree US Midcap Dividen Add +0.4% 0.14% +0.00
AOA iShares Core 80/20 Aggressiv Add +3.2% 0.11% +0.00
IWD iShares Russell 1000 Value E Add +0.1% 0.10% +0.00
IWM iShares Russell 2000 ETF Add +0.1% 0.10% +0.00
SLYG SS SPDR S&P 600 SC GR ETF Add +0.3% 0.09% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 182$473.0MITOT, VCRB, IVV, QQQ, DYNF
Q1 2026 178$398.1MITOT, IVV, JAVA, QQQ, DYNF
Q4 2025 174$391.9MIVV, ITOT, JAVA, QQQ, DYNF
Q3 2025 172$384.3MIVV, QUAL, ITOT, QQQ, DYNF
Q2 2025 162$354.6MIVV, QUAL, ITOT, QQQ, IWF
Q1 2025 153$325.4MITOT, IVV, QUAL, IWF, QQQ
Q4 2024 149$315.2MITOT, IVV, QUAL, QQQ, IWF
Q3 2024 154$308.3MITOT, IVV, JCPB, QUAL, QQQ
Q2 2024 150$288.7MITOT, IVV, QUAL, QQQ, IWF
Q1 2024 145$278.6MITOT, IVV, QUAL, QQQ, VIGI