Bell Bank

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 6, 2024), Bell Bank reported 177 stock positions worth $845.2 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 11.4% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 10.3%) and iShares Core U.S. Aggregate (AGG, 5.3%). Compared with Q2 2024, it opened 9 new positions, sold out of 20, added to 47 and reduced 85. The biggest buy was SS Spdrb B 3-12M T-Bill ETF (BILS, shares +2692%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −62%).

Most Recent 13F
Q3 2026
Location
FARGO, ND
CIK
0001002672
Portfolio Value
$845.2M (Q3 2024)
SEC Filing
0001062993-24-018364 ↗ filed Nov 6, 2024

Holdings Value

0$1.0B$2.0B$3.0B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.2B Q2 2024 Q3 2024: $845.2M $845.2M Q3 2024 Q4 2024: $1.3B Q4 2024 Q1 2025: $1.9B Q1 2025 Q2 2025: $2.1B Q2 2025 Q3 2025: $2.3B Q3 2025 Q4 2025: $2.3B Q4 2025 Q1 2026: $2.4B Q1 2026 Q2 2026: $2.6B Q2 2026 Q3 2026: $2.7B Q3 2026

Holdings 177 stocks · $845.2M
IEFA iShares Core MSCI Eafe ETF 11.39% 1,232,944 $96.2M Reduce -62.4%
QQQ Invesco QQQ Trust Series 1 10.35% 179,162 $87.4M Reduce -57.0%
AGG iShares Core U.S. Aggregate 5.35% 446,104 $45.2M Reduce -6.9%
VOO Vanguard S&P 500 ETF 5.25% 84,123 $44.4M Reduce -46.8%
BILS SS Spdrb B 3-12M T-Bill ETF 4.37% 371,279 $37.0M Add +2691.6%
VYM Vanguard High DVD Yield ETF 3.93% 258,946 $33.2M Reduce -62.6%
BIL SS SPDR BB 1-3M T-Bill ETF 3.05% 280,803 $25.8M Reduce -58.8%
NVDA Nvidia Corp. 2.99% 208,265 $25.3M Reduce -4.3%
AAPL Apple Inc. 2.04% 73,994 $17.2M Add +15.7%
MSFT Microsoft Corp. 1.75% 34,284 $14.8M Add +1.2%
SPY SS SPDR S&P 500 ETF Trust-US 1.70% 25,027 $14.4M Add +4.0%
ABBV Abbvie Inc. 1.56% 66,817 $13.2M Reduce -6.6%
AMZN Amazon.com Inc. 1.36% 61,719 $11.5M Add +12.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.23% 47,183 $10.4M Reduce -16.8%
META Meta Platforms Inc. Class A 1.18% 17,430 $10.0M Add +42.3%
SO The Southern Co. 1.16% 108,699 $9.8M Reduce -14.5%
CSCO Cisco Systems Inc. 1.16% 183,507 $9.8M Reduce -12.8%
GILD Gilead Sciences Inc. 1.12% 112,641 $9.4M Reduce -15.0%
XOM Exxon Mobil Corp. 1.06% 76,588 $9.0M Reduce -10.8%
ARCC Ares Capital Corp. 1.06% 427,727 $9.0M Reduce -11.8%
RIO Rio Tinto PLC-Spon ADR 1.01% 120,063 $8.5M Reduce -14.3%
DUK Duke Energy Corp. 1.01% 74,087 $8.5M Reduce -15.3%
IP International Paper Co. 1.00% 173,262 $8.5M Reduce -13.4%
AMGN Amgen Inc. 1.00% 26,256 $8.5M Reduce -14.8%
PFE Pfizer Inc. 0.96% 279,031 $8.1M Reduce -14.7%
UPS United Parcel Service Class B 0.95% 59,094 $8.1M Add +5.5%
PRU Prudential Financial Inc. 0.93% 65,122 $7.9M Reduce -14.1%
ADM Archer-Daniels-Midland Co. 0.90% 127,942 $7.6M Add +67.5%
LYB Lyondellbasell Indu Class A 0.89% 78,773 $7.6M Reduce -12.2%
HBAN Huntington Bancshares Inc. 0.88% 503,307 $7.4M Reduce -14.6%
TRP TC Energy Corp. 0.87% 153,772 $7.3M Reduce -15.9%
STX Seagate Technology Holdings 0.86% 66,644 $7.3M Reduce -13.6%
DOW Dow Inc. 0.84% 130,446 $7.1M Reduce -12.6%
VZ Verizon Communications Inc. 0.83% 156,731 $7.0M Reduce -14.3%
KHC The Kraft Heinz Co. 0.82% 198,274 $7.0M Reduce -15.3%
T AT&T Inc. 0.82% 315,002 $6.9M Reduce -27.5%
CVX Chevron Corp. 0.79% 45,190 $6.7M Reduce -11.3%
GOOGL Alphabet Inc. Class A 0.77% 38,989 $6.5M Add +17.5%
GSK GSK PLC-Spon ADR 0.73% 150,911 $6.2M Reduce -14.1%
UL Unilever PLC 0.73% 94,353 $6.1M Reduce -16.0%
INTC Intel Corp. 0.66% 238,613 $5.6M Reduce -9.2%
KMB Kimberly-Clark Corp. 0.64% 38,055 $5.4M Reduce -13.0%
GOOG Alphabet Inc. Class C 0.64% 32,185 $5.4M Add +21.9%
CAG Conagra Brands Inc. 0.62% 160,705 $5.2M Reduce -13.7%
AGNC AGNC Investment Corp. 0.60% 485,784 $5.1M Reduce -16.5%
VTRS Viatris Inc. 0.58% 423,689 $4.9M Reduce -12.7%
EXR Extra Space Storage Inc. 0.52% 24,375 $4.4M No change
UNH Unitedhealth Group Inc. 0.50% 7,182 $4.2M Reduce -0.2%
V Visa Inc. Class A 0.46% 14,234 $3.9M Add +7.9%
JPM JPMorgan Chase & Co. 0.45% 18,032 $3.8M Reduce -9.7%
MCD McDonald's Corp. 0.44% 12,328 $3.8M Add +0.2%
TSLA Tesla Inc. 0.42% 13,433 $3.5M Add +8.5%
HPE Hewlett Packard Enterprise 0.40% 165,130 $3.4M New
MA Mastercard Inc. Class A 0.33% 5,696 $2.8M Add +24.4%
PSA Public Storage 0.32% 7,408 $2.7M No change
VTI VG Morningstar TS MKT ETF-US 0.30% 8,926 $2.5M Add +0.7%
CRM Salesforce Inc. 0.28% 8,661 $2.4M Add +2.0%
AFL Aflac Inc. 0.26% 20,028 $2.2M Reduce 0.0%
AVGO Broadcom Inc. 0.26% 12,634 $2.2M Add +16.0%
BRK.B Berkshire Hathaway Inc. Class B 0.25% 4,586 $2.1M Reduce -0.0%
NLY Annaly Capital Management Inc. 0.25% 104,317 $2.1M Reduce -17.1%
COST Costco Wholesale Corp. 0.24% 2,332 $2.1M Add +0.9%
WM Waste Management Inc. 0.23% 9,562 $2.0M No change
HEI Heico Corp. 0.23% 7,398 $1.9M Reduce -8.6%
VEA Vanguard Ftse Developed ETF 0.22% 35,236 $1.9M Add +5.6%
KO The Coca-Cola Co. 0.21% 25,205 $1.8M Reduce -13.3%
IRT Independence Realty Trust Inc. 0.21% 88,006 $1.8M No change
HD Home Depot Inc. 0.21% 4,352 $1.8M Add +1.8%
PG The Procter & Gamble Co. 0.20% 9,888 $1.7M Reduce -0.5%
SPHQ Invesco S&P 500 Quality ETF 0.20% 24,688 $1.7M Add +9.9%
ADI Analog Devices Inc. 0.19% 6,995 $1.6M Reduce -1.1%
BMY Bristol-Myers Squibb Co. 0.18% 29,120 $1.5M Add +0.9%
TYL Tyler Technologies Inc. 0.17% 2,501 $1.5M Reduce -12.6%
DHR Danaher Corp. 0.17% 5,173 $1.4M Reduce -3.5%
AMD Advanced Micro Devices 0.17% 8,671 $1.4M Add +132.8%
SBUX Starbucks Corp. 0.17% 14,418 $1.4M Reduce -6.5%
NOW ServiceNow Inc. 0.17% 1,561 $1.4M Reduce -6.5%
CSGP Costar Group Inc. 0.16% 18,232 $1.4M Add +1.3%
ESGV Vanguard ESG US Stock ETF 0.16% 13,438 $1.4M Reduce -2.8%
FAST Fastenal Co. 0.16% 18,846 $1.3M Reduce -2.4%
LOW Lowe's Cos Inc. 0.16% 4,921 $1.3M Add +1.2%
LLY Eli Lilly & Co. 0.16% 1,492 $1.3M Add +1.6%
NFLX Netflix Inc. 0.15% 1,831 $1.3M Reduce -0.1%
SPGI S&P Global Inc. 0.15% 2,376 $1.2M Reduce -9.2%
ROL Rollins Inc. 0.14% 23,622 $1.2M Reduce -2.8%
WST West Pharmaceutical Services 0.14% 3,955 $1.2M Add +4.7%
MRK Merck & Co. Inc. 0.14% 10,173 $1.2M Add +4.2%
VEEV Veeva Systems Inc. Class A 0.14% 5,450 $1.1M Reduce -3.3%
TMO Thermo Fisher Scientific Inc. 0.13% 1,726 $1.1M Reduce -11.8%
GLOB Globant SA 0.12% 5,314 $1.1M Reduce -16.7%
VTEB Vanguard Tax-Exempt Bond ETF 0.12% 19,954 $1.0M No change
XLF SS Financial Select Sector 0.12% 22,347 $1.0M Reduce -8.8%
DE Deere & Co. 0.12% 2,346 $979K Add +2.1%
JPST JPMorgan Ultra-Short Income 0.12% 19,259 $977K No change
ALL Allstate Corp. 0.11% 5,065 $961K Reduce -0.0%
MMM 3M Co. 0.11% 6,723 $919K Reduce -0.1%
AXP American Express Co. 0.11% 3,338 $905K Add +0.3%
IWO iShares Russell 2000 Growth 0.10% 3,109 $883K No change
MDY State Street SPDR S&P Midcap 0.10% 1,485 $846K No change
AMAT Applied Materials Inc. 0.10% 4,179 $844K Add +3.1%
ANSS Ansys Inc. 0.10% 2,587 $824K Reduce -1.8%
NXPI NXP Semiconductors NV 0.10% 3,423 $822K Reduce -0.0%
NEE Nextera Energy Inc. 0.10% 9,605 $812K Add +2.0%
PECO Phillips Edison & Company Inc. 0.09% 20,495 $773K No change
HES Hess Corp. 0.09% 5,567 $756K No change
VGT Vanguard Info Tech ETF 0.09% 1,281 $751K No change
PH Parker Hannifin Corp. 0.09% 1,171 $740K No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.09% 6,650 $729K Reduce -8.1%
XEL Xcel Energy Inc. 0.09% 11,071 $723K Reduce -12.0%
QCOM Qualcomm Inc. 0.08% 4,193 $713K Reduce -26.7%
JNJ Johnson & Johnson 0.08% 4,279 $693K No change
WMT Walmart Inc. 0.08% 8,554 $691K Add +0.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.08% 17,391 $690K Add +0.0%
FTNT Fortinet Inc. 0.08% 8,696 $674K Add +3.1%
IWF iShares Russell 1000 Growth 0.08% 1,766 $663K Reduce -5.1%
LMT Lockheed Martin Corp. 0.08% 1,109 $648K Add +1.0%
ACN Accenture PLC Class A 0.08% 1,809 $639K Reduce -1.9%
SUSA iShares ESG Optimized MSCI U 0.08% 5,271 $634K Reduce -6.1%
CAT Caterpillar Inc. 0.07% 1,601 $626K No change
ADBE Adobe Inc. 0.07% 1,202 $622K Add +2.1%
BLK BlackRock Finance Inc. 0.07% 635 $603K Reduce -0.2%
FICO Fair Isaac Corp. 0.07% 307 $597K Reduce -9.4%
CB Chubb Ltd. 0.07% 2,034 $587K Reduce -0.2%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.07% 2,187 $585K No change
VB Vanguard Most SM-Cap ETF-Usd 0.07% 2,420 $574K No change
ORCL Oracle Corp. 0.07% 3,367 $574K No change
IVV iShares Core S&P 500 ETF 0.07% 955 $551K Add +6.5%
ESGD iShares Trust iShares ESG Aw 0.06% 6,468 $544K Reduce -1.0%
PEP Pepsico Inc. 0.06% 3,190 $542K Add +2.5%
HON Honeywell International Inc. 0.06% 2,533 $524K Add +0.4%
MS Morgan Stanley 0.06% 4,918 $513K Reduce -0.0%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.06% 1,555 $501K Reduce -4.5%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.06% 3,853 $494K Reduce -3.3%
AAAU Goldman Sachs Physical Gold 0.05% 17,268 $449K No change
IEMG iShares Core MSCI Emerging 0.05% 7,173 $412K Reduce -1.1%
EXAS Exact Sciences Corp. 0.05% 5,970 $407K No change
UNP Union Pacific Corp. 0.05% 1,596 $393K Add +0.3%
DD Dupont DE Nemours Inc. 0.05% 4,291 $382K Reduce -0.1%
IGF iShares Global Infrastructur 0.05% 7,000 $381K No change
NSC Norfolk Southern Corp. 0.04% 1,470 $365K Reduce -0.1%
IWR iShares Russell Mid-Cap ETF 0.04% 4,073 $359K No change
TOLZ Proshares GLB Infrastructure 0.04% 7,000 $354K No change
CMCSA Comcast Corp. Class A 0.04% 8,266 $345K Add +0.4%
ECL Ecolab Inc. 0.04% 1,350 $345K No change
TXN Texas Instruments Inc. 0.04% 1,602 $331K Add +3.4%
PFF iShares Preferred & Income S 0.04% 9,747 $324K No change
OTTR Otter Tail Corp. 0.04% 4,086 $319K Reduce -19.7%
REGN Regeneron Pharmaceuticals 0.04% 300 $315K No change
PSX Phillips 66 0.04% 2,372 $312K Reduce -12.9%
IWM iShares Russell 2000 ETF 0.04% 1,379 $305K No change
JEPI JPMorgan Equity Premium Inco 0.04% 5,042 $300K Add +5.4%
PLTR Palantir Technologies Inc. Class A 0.03% 7,700 $286K New
CTVA Corteva Inc. 0.03% 4,778 $281K Reduce -0.1%
TT Trane Technologies PLC 0.03% 710 $276K Add +0.8%
MPLX MPLX LP 0.03% 6,200 $276K No change
IWD iShares Russell 1000 Value E 0.03% 1,451 $275K No change
SMCI Super Micro Computer Inc. 0.03% 621 $259K New
VRSK Verisk Analytics Inc. 0.03% 960 $257K Reduce -73.2%
ABT Abbott Laboratories 0.03% 2,190 $250K Add +1.1%
PLD Prologis Inc. 0.03% 1,976 $250K Add +2.9%
MCK McKesson Corp. 0.03% 492 $243K No change
MSI Motorola Solutions Inc. 0.03% 520 $234K Reduce -69.8%
XLK SS Technology Select Sector 0.03% 1,032 $233K Reduce -4.2%
BIIB Biogen Inc. 0.03% 1,175 $228K No change
OEF iShares S&P 100 ETF 0.03% 822 $227K No change
BKNG Booking Holdings Inc. 0.03% 54 $227K No change
ADP Automatic Data Processing 0.03% 818 $226K New
SYK Stryker Corp. 0.03% 620 $224K No change
USB US Bancorp 0.03% 4,802 $220K New
IYW iShares Ustechnology ETF 0.02% 1,390 $211K No change
FDX FedEx Corp. 0.02% 768 $210K Reduce -1.0%
SCHD Schwab US DVD Equity ETF 0.02% 2,388 $202K New
VHT Vanguard Health Care ETF 0.02% 710 $200K New
URI United Rentals Inc. 0.02% 247 $200K New
DSL Doubleline Income Solutions 0.02% 13,656 $177K New
DBRG Digitalbridge Group Inc. 0.02% 12,500 $177K No change
NINEQ Nine Energy Service Inc. 0.01% 37,258 $42K No change

Portfolio Sells Q2 2024 → Q3 2024
IEFA iShares Core MSCI Eafe ETF Reduce -62.4% 11.39% −8.64
QQQ Invesco QQQ Trust Series 1 Reduce -57.0% 10.35% −6.44
VYM Vanguard High DVD Yield ETF Reduce -62.6% 3.93% −2.98
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -58.8% 3.05% −2.21
VOO Vanguard S&P 500 ETF Reduce -46.8% 5.25% −1.40
PM Philip Morris International Sold out 0.00% −0.48
MEDP Medpace Holdings Inc. Sold out 0.00% −0.09
RBA RB Global Inc. Sold out 0.00% −0.07
IDXX Idexx Laboratories Inc. Sold out 0.00% −0.07
LOPE Grand Canyon Education Inc. Sold out 0.00% −0.07
ENSG The Ensign Group Inc. Sold out 0.00% −0.05
PAYC Paycom Software Inc. Sold out 0.00% −0.05
VRSK Verisk Analytics Inc. Reduce -73.2% 0.03% −0.05
FND Floor & Decor Holdings Inc. Class A Sold out 0.00% −0.05
GWRE Guidewire Software Inc. Sold out 0.00% −0.04
FIVE Five Below Sold out 0.00% −0.04
WK Workiva Inc. Sold out 0.00% −0.04
ALGN Align Technology Inc. Sold out 0.00% −0.04
KNSL Kinsale Capital Group Inc. Sold out 0.00% −0.04
BL Blackline Inc. Sold out 0.00% −0.03
PRVA Privia Health Group Inc. Sold out 0.00% −0.03
MSI Motorola Solutions Inc. Reduce -69.8% 0.03% −0.03
DFS Discover Financial Services Sold out 0.00% −0.03
INTC Intel Corp. Reduce -9.2% 0.66% −0.02
CRL Charles River Laboratories Sold out 0.00% −0.02
PCTY Paylocity Holding Corp. Sold out 0.00% −0.02
BA The Boeing Co. Sold out 0.00% −0.02
GTM Zoominfo Technologies Inc. Sold out 0.00% −0.01
QCOM Qualcomm Inc. Reduce -26.7% 0.08% −0.01
OTTR Otter Tail Corp. Reduce -19.7% 0.04% +0.00
PSX Phillips 66 Reduce -12.9% 0.04% +0.00
FDX FedEx Corp. Reduce -1.0% 0.02% +0.01
XLK SS Technology Select Sector Reduce -4.2% 0.03% +0.01
CTVA Corteva Inc. Reduce -0.1% 0.03% +0.01
IEMG iShares Core MSCI Emerging Reduce -1.1% 0.05% +0.02
DD Dupont DE Nemours Inc. Reduce -0.1% 0.05% +0.02
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -4.5% 0.06% +0.02
NSC Norfolk Southern Corp. Reduce -0.1% 0.04% +0.02
MGV Vngrd Mrgstr MG CP VL ETF-Ui Reduce -3.3% 0.06% +0.02
NXPI NXP Semiconductors NV Reduce -0.0% 0.10% +0.02
MS Morgan Stanley Reduce -0.0% 0.06% +0.02
ESGD iShares Trust iShares ESG Aw Reduce -1.0% 0.06% +0.02
IWF iShares Russell 1000 Growth Reduce -5.1% 0.08% +0.02
SUSA iShares ESG Optimized MSCI U Reduce -6.1% 0.08% +0.02
CB Chubb Ltd. Reduce -0.2% 0.07% +0.03
ANSS Ansys Inc. Reduce -1.8% 0.10% +0.03
TTD Trade Desk Inc./the Class A Reduce -8.1% 0.09% +0.03
FICO Fair Isaac Corp. Reduce -9.4% 0.07% +0.03
ACN Accenture PLC Class A Reduce -1.9% 0.08% +0.03
XEL Xcel Energy Inc. Reduce -12.0% 0.09% +0.03

Portfolio Buys Q2 2024 → Q3 2024
BILS SS Spdrb B 3-12M T-Bill ETF Add +2691.6% 4.37% +4.26
AAPL Apple Inc. Add +15.7% 2.04% +0.91
META Meta Platforms Inc. Class A Add +42.3% 1.18% +0.66
SPY SS SPDR S&P 500 ETF Trust-US Add +4.0% 1.70% +0.60
ADM Archer-Daniels-Midland Co. Add +67.5% 0.90% +0.52
MSFT Microsoft Corp. Add +1.2% 1.75% +0.47
AMZN Amazon.com Inc. Add +12.8% 1.36% +0.47
HPE Hewlett Packard Enterprise New 0.40% +0.40
UPS United Parcel Service Class B Add +5.5% 0.95% +0.31
GOOGL Alphabet Inc. Class A Add +17.5% 0.77% +0.26
GOOG Alphabet Inc. Class C Add +21.9% 0.64% +0.23
TSLA Tesla Inc. Add +8.5% 0.42% +0.21
MCD McDonald's Corp. Add +0.2% 0.44% +0.18
V Visa Inc. Class A Add +7.9% 0.46% +0.17
MA Mastercard Inc. Class A Add +24.4% 0.33% +0.16
AMD Advanced Micro Devices Add +132.8% 0.17% +0.12
AVGO Broadcom Inc. Add +16.0% 0.26% +0.11
VTI VG Morningstar TS MKT ETF-US Add +0.7% 0.30% +0.10
CRM Salesforce Inc. Add +2.0% 0.28% +0.10
HD Home Depot Inc. Add +1.8% 0.21% +0.08
VEA Vanguard Ftse Developed ETF Add +5.6% 0.22% +0.08
COST Costco Wholesale Corp. Add +0.9% 0.24% +0.08
BMY Bristol-Myers Squibb Co. Add +0.9% 0.18% +0.08
SPHQ Invesco S&P 500 Quality ETF Add +9.9% 0.20% +0.08
LOW Lowe's Cos Inc. Add +1.2% 0.16% +0.07
CSGP Costar Group Inc. Add +1.3% 0.16% +0.05
LLY Eli Lilly & Co. Add +1.6% 0.16% +0.04
DE Deere & Co. Add +2.1% 0.12% +0.04
AXP American Express Co. Add +0.3% 0.11% +0.04
NEE Nextera Energy Inc. Add +2.0% 0.10% +0.04
FTNT Fortinet Inc. Add +3.1% 0.08% +0.04
WST West Pharmaceutical Services Add +4.7% 0.14% +0.04
MRK Merck & Co. Inc. Add +4.2% 0.14% +0.04
PLTR Palantir Technologies Inc. Class A New 0.03% +0.03
LMT Lockheed Martin Corp. Add +1.0% 0.08% +0.03
WMT Walmart Inc. Add +0.5% 0.08% +0.03
SMCI Super Micro Computer Inc. New 0.03% +0.03
ADP Automatic Data Processing New 0.03% +0.03
USB US Bancorp New 0.03% +0.03
IVV iShares Core S&P 500 ETF Add +6.5% 0.07% +0.02
SCHD Schwab US DVD Equity ETF New 0.02% +0.02
URI United Rentals Inc. New 0.02% +0.02
VHT Vanguard Health Care ETF New 0.02% +0.02
BAC Bank of America Corp. Add +0.0% 0.08% +0.02
DSL Doubleline Income Solutions New 0.02% +0.02
PEP Pepsico Inc. Add +2.5% 0.06% +0.02
AMAT Applied Materials Inc. Add +3.1% 0.10% +0.02
ADBE Adobe Inc. Add +2.1% 0.07% +0.02
HON Honeywell International Inc. Add +0.4% 0.06% +0.02
UNP Union Pacific Corp. Add +0.3% 0.05% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2026 204$2.7BVTV, IEFA, VUG, QQQ, RSP
Q2 2026 195$2.6BVTV, IEFA, VUG, QQQ, RSP
Q1 2026 188$2.4BIEFA, VTV, VUG, QQQ, RSP
Q4 2025 194$2.3BIEFA, VTV, VUG, QQQ, RSP
Q3 2025 198$2.3BIEFA, VUG, VTV, QQQ, VTI
Q2 2025 198$2.1BIEFA, VUG, VTV, QQQ, VTI
Q1 2025 186$1.9BIEFA, VTV, VUG, QQQ, VOO
Q4 2024 190$1.3BIEFA, QQQ, VYM, VOO, SPYV
Q3 2024 177$845.2MIEFA, QQQ, AGG, VOO, BILS
Q2 2024 188$1.2BIEFA, QQQ, VYM, VOO, BIL
Q1 2024 184$1.2BIEFA, QQQ, VYM, VOO, BIL