Bigelow Investment Advisors, LLC

Name: Bigelow Investment Advisors, LLC 13F holdings, Q1 2026
Creator: Bigelow Investment Advisors, LLC
Published: 2026-04-23

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Bigelow Investment Advisors, LLC reported 153 stock positions worth $249.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.7% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 4.8%) and iShares Gold Trust (IAU, 4.6%). Compared with Q4 2025, it opened 8 new positions, sold out of 4, added to 64 and reduced 74. The biggest buy was Isha Curr Hedged MSCI Eafe (HEFA, shares +19%) and the biggest sale an exit from Rollins (ROL).

Most Recent 13F: Q2 2026
Location: Portland, ME
CIK: 0001729516
Portfolio Value: $249.8M (Q1 2026)
SEC Filing: 0002085853-26-000468 ↗ filed Apr 23, 2026

Holdings Value

Holdings 153 stocks · $249.8M


IVV iShares Core S&P 500 ETF	6.70%	25,605	$16.7M	Reduce -0.4%
SPY SS SPDR S&P 500 ETF Trust-US	4.83%	18,539	$12.1M	Add +2.6%
IAU iShares Gold Trust	4.62%	131,038	$11.6M	Reduce -8.6%
VIG Vanguard Dividend Apprec ETF	4.35%	50,504	$10.9M	Reduce -1.0%
IJH iShares Core S&P Midcap ETF	2.81%	104,018	$7.0M	Add +3.5%
AAPL Apple Inc.	2.68%	26,337	$6.7M	Reduce -2.1%
HEFA Isha Curr Hedged MSCI Eafe	2.38%	140,130	$6.0M	Add +19.5%
IGSB iShares 1-5Y Inv Grade Corp.	1.97%	93,852	$4.9M	Add +14.2%
IJR iShares Core S&P Small-Cap E	1.96%	39,480	$4.9M	Reduce -3.7%
BUFR FT Vest Lad Buffervetf-Usd I	1.95%	143,986	$4.9M	Reduce -12.2%
SCHO Schwab Short-Term US Treas	1.92%	197,856	$4.8M	Reduce -1.9%
SCHG Schwab US Large-Cap Growth	1.84%	158,122	$4.6M	Reduce -1.6%
SCHX Schwab US Large-Cap ETF	1.82%	176,916	$4.5M	Reduce -8.0%
MSFT Microsoft Corp.	1.64%	11,096	$4.1M	Add +0.1%
MBB iShares MBS ETF	1.61%	42,357	$4.0M	Add +13.3%
JNJ Johnson & Johnson	1.60%	16,307	$4.0M	Reduce -3.7%
NVDA Nvidia Corp.	1.50%	21,509	$3.8M	Add +0.3%
GOOGL Alphabet Inc. Class A	1.46%	12,668	$3.6M	Reduce -3.5%
IEFA iShares Core MSCI Eafe ETF	1.43%	39,367	$3.6M	Add +5.4%
EMXC iShares MSCI Emr MRK Ex Chna	1.40%	44,345	$3.5M	Add +11.7%
AGG iShares Core U.S. Aggregate	1.38%	34,624	$3.4M	Add +6.3%
RSP Invesco S&P 500 Equal Weight	1.33%	17,297	$3.3M	Add +16.6%
JPM JPMorgan Chase & Co.	1.24%	10,541	$3.1M	Reduce -0.9%
GOOG Alphabet Inc. Class C	1.24%	10,768	$3.1M	Reduce -1.5%
RTX RTX Corp.	1.16%	15,034	$2.9M	Reduce -1.3%
AXP American Express Co.	1.02%	8,409	$2.5M	Reduce -1.0%
XOM Exxon Mobil Corp.	1.00%	14,728	$2.5M	Add +0.0%
AMZN Amazon.com Inc.	0.95%	11,441	$2.4M	Add +5.5%
IGIB iShares 5-10Y Inv Grade Corp.	0.93%	43,675	$2.3M	Add +4.0%
VPU Vanguard Utilities ETF	0.93%	11,679	$2.3M	Reduce -11.4%
LMBS First Trust Low Duration Opp	0.91%	45,609	$2.3M	Reduce -7.6%
VYM Vanguard High DVD Yield ETF	0.90%	15,247	$2.3M	Add +3.3%
VEA Vanguard Ftse Developed ETF	0.86%	33,357	$2.1M	Add +0.4%
VCIT Vanguard Int-Term Corporate	0.78%	23,491	$1.9M	Add +11.9%
NEE Nextera Energy Inc.	0.77%	20,633	$1.9M	Reduce -0.1%
GVI iShares Intermediate Governm	0.75%	17,553	$1.9M	Add +15.7%
FLOT iShares Floating Rate Bond E	0.75%	36,588	$1.9M	Reduce -5.6%
SCHB Schwab US Broad Market ETF	0.73%	73,080	$1.8M	Reduce -15.5%
SCHV Schwab US Large-Cap Value	0.73%	60,011	$1.8M	Add +8.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.69%	10,800	$1.7M	Reduce -1.9%
PG The Procter & Gamble Co.	0.66%	11,476	$1.7M	Reduce -0.5%
VFH Vanguard Financials ETF	0.64%	13,209	$1.6M	Reduce -13.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.63%	16,227	$1.6M	Add +2.4%
GD General Dynamics Corp.	0.61%	4,475	$1.5M	No change
CSCO Cisco Systems Inc.	0.58%	18,758	$1.5M	Reduce -6.3%
IEMG iShares Core MSCI Emerging	0.58%	20,814	$1.5M	Add +9.8%
VOX Vanguard Communication Servi	0.56%	7,789	$1.4M	Reduce -15.3%
PEP Pepsico Inc.	0.56%	9,011	$1.4M	Reduce -0.7%
SUSA iShares ESG Optimized MSCI U	0.54%	10,241	$1.4M	Reduce -12.6%
ECL Ecolab Inc.	0.53%	4,971	$1.3M	Add +4.3%
GNMA iShares Gnma Bond ETF	0.50%	28,009	$1.2M	Reduce -39.5%
NFLX Netflix Inc.	0.49%	12,789	$1.2M	Add +10.5%
QLTA iShares Aaa - A Rated Corpor	0.48%	25,253	$1.2M	Add +2.3%
ETN Eaton Corp. PLC	0.47%	3,275	$1.2M	Add +4.4%
CAT Caterpillar Inc.	0.47%	1,651	$1.2M	Reduce -0.8%
V Visa Inc. Class A	0.46%	3,821	$1.2M	Add +0.1%
ANET Arista Networks Inc.	0.46%	9,258	$1.1M	Add +3.3%
META Meta Platforms Inc. Class A	0.45%	1,982	$1.1M	Add +7.3%
SCHP Schwab U.S. Tips ETF	0.44%	40,955	$1.1M	Add +6.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.42%	21,443	$1.0M	Add +2.5%
DHR Danaher Corp.	0.41%	5,374	$1.0M	Add +1.3%
TMO Thermo Fisher Scientific Inc.	0.41%	2,065	$1.0M	Add +1.2%
HD Home Depot Inc.	0.41%	3,085	$1.0M	Add +1.6%
VHT Vanguard Health Care ETF	0.41%	3,715	$1.0M	Reduce -8.7%
ORCL Oracle Corp.	0.40%	6,712	$987K	Reduce -10.7%
DUK Duke Energy Corp.	0.39%	7,532	$986K	Add +2.2%
MDT Medtronic PLC	0.39%	11,125	$964K	Add +1.1%
LOW Lowe's Cos Inc.	0.38%	4,042	$955K	Add +0.1%
DE Deere & Co.	0.37%	1,628	$917K	Add +2.5%
ESGU iShares ESG Aware MSCI USA	0.36%	6,277	$888K	Reduce -5.5%
IEI iShares 3-7 Year Treasury Bo	0.35%	7,464	$885K	Add +12.6%
SBUX Starbucks Corp.	0.34%	9,596	$860K	Add +2.3%
VWO Vanguard Ftse Emerging Marke	0.34%	15,520	$839K	Reduce -7.5%
TXN Texas Instruments Inc.	0.34%	4,320	$839K	Reduce -4.0%
MA Mastercard Inc. Class A	0.34%	1,678	$838K	Add +4.2%
VZ Verizon Communications Inc.	0.33%	16,628	$835K	Add +8.0%
BRK.B Berkshire Hathaway Inc. Class B	0.33%	1,733	$830K	Reduce -7.6%
COST Costco Wholesale Corp.	0.33%	824	$821K	Add +0.5%
WMT Walmart Inc.	0.32%	6,496	$807K	Add +11.8%
AMD Advanced Micro Devices	0.32%	3,963	$806K	Reduce -0.9%
AMAT Applied Materials Inc.	0.32%	2,350	$803K	Reduce -17.1%
CL Colgate-Palmolive Co.	0.32%	9,297	$792K	Add +1.0%
SCHM Schwab US Mid Cap ETF	0.32%	25,536	$791K	Reduce -8.2%
CME Cme Group Inc.	0.31%	2,603	$769K	Add +0.5%
IDXX Idexx Laboratories Inc.	0.31%	1,368	$769K	Add +2.4%
MRK Merck & Co. Inc.	0.30%	6,203	$746K	Reduce -7.6%
TIP iShares Tips Bond ETF	0.29%	6,487	$716K	Reduce -1.0%
FDX FedEx Corp.	0.28%	1,997	$711K	Reduce -12.4%
GILD Gilead Sciences Inc.	0.28%	4,996	$696K	Reduce -0.5%
VDC Vanguard Consumer Staple ETF	0.27%	3,028	$680K	Reduce -16.2%
HON Honeywell International Inc.	0.27%	2,934	$663K	Add +4.6%
CSX CSX Corp.	0.26%	16,026	$658K	Reduce -0.3%
IYF iShares US Financials ETF	0.26%	5,452	$641K	Reduce -4.5%
IWM iShares Russell 2000 ETF	0.25%	2,485	$616K	Reduce -3.0%
CWB SS SPDR BB Conv Sec ETF	0.24%	6,676	$611K	Add +65.8%
VRT Vertiv Holdings Co. Class A	0.24%	2,419	$606K	Add +13.0%
LLY Eli Lilly & Co.	0.24%	645	$593K	Add +6.8%
GLD SPDR Gold Shares	0.24%	1,366	$588K	Reduce -10.9%
NKE Nike Inc. Class B	0.23%	11,076	$585K	Add +3.9%
TT Trane Technologies PLC	0.23%	1,350	$563K	Add +6.8%
DSI iShares ESG MSCI KLD 400 ETF	0.22%	4,626	$561K	Reduce -10.4%
UNH Unitedhealth Group Inc.	0.22%	2,065	$559K	Reduce -10.4%
UPS United Parcel Service Class B	0.22%	5,485	$540K	Reduce -5.7%
GS Goldman Sachs Group Inc.	0.22%	636	$538K	Add +11.0%
NSC Norfolk Southern Corp.	0.21%	1,798	$516K	Reduce -0.2%
SCHH Schwab US REIT ETF	0.20%	23,674	$509K	Reduce -6.2%
SYY Sysco Corp.	0.20%	7,114	$507K	Add +4.4%
ESGD iShares Trust iShares ESG Aw	0.20%	5,212	$498K	Add +1.0%
BKNG Booking Holdings Inc.	0.20%	118	$497K	Add +5.4%
IBB iShares Biotechnology ETF	0.20%	2,931	$495K	Reduce -17.9%
SCHA Schwab US Small-Cap ETF	0.19%	16,301	$474K	Reduce -10.1%
BDX Becton Dickinson and Co.	0.18%	2,798	$440K	Reduce -1.3%
MUB iShares National Muni Bond E	0.17%	4,094	$435K	Add +2.5%
IAGG iShares Intl Aggregate Bond	0.17%	8,385	$420K	Reduce -7.1%
BX Blackstone Inc.	0.17%	3,628	$417K	Reduce -1.6%
SCHZ Schwab US Aggregate Bond ETF	0.17%	17,797	$413K	Reduce -18.1%
VGT Vanguard Info Tech ETF	0.16%	580	$405K	Reduce -18.9%
VOO Vanguard S&P 500 ETF	0.16%	649	$388K	No change
ADI Analog Devices Inc.	0.15%	1,154	$367K	Reduce -6.1%
TSM Taiwan Semiconductor-SP ADR	0.14%	1,071	$362K	Add +5.6%
MMM 3M Co.	0.14%	2,393	$348K	No change
TFLO iShares Treasury Floating Ra	0.14%	6,705	$339K	Reduce -27.4%
SCHF Schwab Intl Equity ETF	0.13%	13,617	$337K	Reduce -11.2%
MCD McDonald's Corp.	0.13%	1,082	$336K	Reduce -0.5%
EFA iShares MSCI Eafe ETF	0.13%	3,369	$327K	No change
SUSL iShares ESG MSCI USA Leaders	0.13%	2,810	$319K	New
CRM Salesforce Inc.	0.13%	1,694	$316K	Reduce -11.9%
MRVL Marvell Technology Inc.	0.13%	3,190	$316K	Add +20.2%
PANW Palo Alto Networks Inc.	0.12%	1,946	$312K	Add +1.6%
UBER Uber Technologies Inc.	0.12%	4,282	$308K	Add +8.1%
KEX Kirby Corp.	0.12%	2,205	$293K	Reduce -3.2%
PYPL PayPal Holdings Inc.	0.11%	6,279	$284K	Reduce -16.5%
ESGE iShares Inc. iShares ESG Awar	0.11%	5,975	$272K	Add +0.1%
EA Electronic Arts Inc.	0.11%	1,325	$270K	Reduce -4.3%
INTU Intuit Inc.	0.11%	623	$269K	Reduce -3.0%
UNP Union Pacific Corp.	0.10%	1,074	$261K	Add +14.0%
PFE Pfizer Inc.	0.10%	9,176	$258K	Reduce -4.5%
SOXX iShares Semiconductor ETF	0.10%	781	$257K	New
ICVT iShares Convertible Bond ETF	0.10%	2,472	$252K	Reduce -8.0%
VCSH Vanguard S/T Corp. Bond ETF	0.10%	3,158	$250K	Reduce -4.5%
PWR Quanta Services Inc.	0.10%	455	$250K	New
ITW Illinois Tool Works	0.10%	946	$246K	No change
IWB iShares Russell 1000 ETF	0.10%	670	$239K	No change
P Everpure Inc. Class A	0.09%	3,914	$231K	New
MU Micron Technology Inc.	0.09%	676	$228K	New
ADSK Autodesk Inc.	0.09%	901	$216K	Reduce -9.4%
SUSB iShares ESG Aware 1-5 Year U	0.09%	8,559	$215K	Add +3.2%
IEF iShares 7-10 Year Treasury B	0.09%	2,230	$213K	Reduce -4.0%
CB Chubb Ltd.	0.08%	650	$212K	No change
MKC McCormick & Co.-Non VTG SHRS	0.08%	4,149	$209K	Reduce -10.4%
COF Capital One Financial Corp.	0.08%	1,142	$208K	New
SUB iShares Short-Term National	0.08%	1,931	$206K	New
CMCSA Comcast Corp. Class A	0.08%	7,105	$204K	New

Portfolio Sells Q4 2025 → Q1 2026


ROL Rollins Inc.	Sold out	0.00%	−0.60
GNMA iShares Gnma Bond ETF	Reduce -39.5%	0.50%	−0.31
IBM Intl Business Machines Corp.	Sold out	0.00%	−0.28
BUFR FT Vest Lad Buffervetf-Usd I	Reduce -12.2%	1.95%	−0.25
AXP American Express Co.	Reduce -1.0%	1.02%	−0.21
SCHX Schwab US Large-Cap ETF	Reduce -8.0%	1.82%	−0.21
SCHG Schwab US Large-Cap Growth	Reduce -1.6%	1.84%	−0.20
AAPL Apple Inc.	Reduce -2.1%	2.68%	−0.18
IVV iShares Core S&P 500 ETF	Reduce -0.4%	6.70%	−0.18
ORCL Oracle Corp.	Reduce -10.7%	0.40%	−0.18
VFH Vanguard Financials ETF	Reduce -13.1%	0.64%	−0.15
SCHB Schwab US Broad Market ETF	Reduce -15.5%	0.73%	−0.15
GOOGL Alphabet Inc. Class A	Reduce -3.5%	1.46%	−0.15
VOX Vanguard Communication Servi	Reduce -15.3%	0.56%	−0.13
GOOG Alphabet Inc. Class C	Reduce -1.5%	1.24%	−0.10
JPM JPMorgan Chase & Co.	Reduce -0.9%	1.24%	−0.10
SUSA iShares ESG Optimized MSCI U	Reduce -12.6%	0.54%	−0.10
FSLR First Solar Inc.	Sold out	0.00%	−0.08
ABT Abbott Laboratories	Sold out	0.00%	−0.08
UNH Unitedhealth Group Inc.	Reduce -10.4%	0.22%	−0.07
CRM Salesforce Inc.	Reduce -11.9%	0.13%	−0.07
INTU Intuit Inc.	Reduce -3.0%	0.11%	−0.06
PYPL PayPal Holdings Inc.	Reduce -16.5%	0.11%	−0.06
BX Blackstone Inc.	Reduce -1.6%	0.17%	−0.05
LMBS First Trust Low Duration Opp	Reduce -7.6%	0.91%	−0.05
VHT Vanguard Health Care ETF	Reduce -8.7%	0.41%	−0.05
VGT Vanguard Info Tech ETF	Reduce -18.9%	0.16%	−0.05
TFLO iShares Treasury Floating Ra	Reduce -27.4%	0.14%	−0.05
MKC McCormick & Co.-Non VTG SHRS	Reduce -10.4%	0.08%	−0.04
BDX Becton Dickinson and Co.	Reduce -1.3%	0.18%	−0.04
IBB iShares Biotechnology ETF	Reduce -17.9%	0.20%	−0.04
BRK.B Berkshire Hathaway Inc. Class B	Reduce -7.6%	0.33%	−0.04
DSI iShares ESG MSCI KLD 400 ETF	Reduce -10.4%	0.22%	−0.04
VIG Vanguard Dividend Apprec ETF	Reduce -1.0%	4.35%	−0.03
SCHZ Schwab US Aggregate Bond ETF	Reduce -18.1%	0.17%	−0.03
ESGU iShares ESG Aware MSCI USA	Reduce -5.5%	0.36%	−0.03
IYF iShares US Financials ETF	Reduce -4.5%	0.26%	−0.03
ADSK Autodesk Inc.	Reduce -9.4%	0.09%	−0.03
VPU Vanguard Utilities ETF	Reduce -11.4%	0.93%	−0.03
VDC Vanguard Consumer Staple ETF	Reduce -16.2%	0.27%	−0.03
FLOT iShares Floating Rate Bond E	Reduce -5.6%	0.75%	−0.02
CSCO Cisco Systems Inc.	Reduce -6.3%	0.58%	−0.02
VWO Vanguard Ftse Emerging Marke	Reduce -7.5%	0.34%	−0.02
SCHA Schwab US Small-Cap ETF	Reduce -10.1%	0.19%	−0.01
AMD Advanced Micro Devices	Reduce -0.9%	0.32%	−0.01
SCHM Schwab US Mid Cap ETF	Reduce -8.2%	0.32%	−0.01
UPS United Parcel Service Class B	Reduce -5.7%	0.22%	−0.01
SCHF Schwab Intl Equity ETF	Reduce -11.2%	0.13%	−0.01
IAGG iShares Intl Aggregate Bond	Reduce -7.1%	0.17%	−0.01
VCSH Vanguard S/T Corp. Bond ETF	Reduce -4.5%	0.10%	−0.00

Portfolio Buys Q4 2025 → Q1 2026


HEFA Isha Curr Hedged MSCI Eafe	Add +19.5%	2.38%	+0.49
XOM Exxon Mobil Corp.	Add +0.0%	1.00%	+0.31
IGSB iShares 1-5Y Inv Grade Corp.	Add +14.2%	1.97%	+0.28
EMXC iShares MSCI Emr MRK Ex Chna	Add +11.7%	1.40%	+0.27
IJH iShares Core S&P Midcap ETF	Add +3.5%	2.81%	+0.22
RSP Invesco S&P 500 Equal Weight	Add +16.6%	1.33%	+0.22
MBB iShares MBS ETF	Add +13.3%	1.61%	+0.22
SUSL iShares ESG MSCI USA Leaders	New	0.13%	+0.13
IEFA iShares Core MSCI Eafe ETF	Add +5.4%	1.43%	+0.12
GVI iShares Intermediate Governm	Add +15.7%	0.75%	+0.11
VRT Vertiv Holdings Co. Class A	Add +13.0%	0.24%	+0.11
AGG iShares Core U.S. Aggregate	Add +6.3%	1.38%	+0.11
CWB SS SPDR BB Conv Sec ETF	Add +65.8%	0.24%	+0.10
SOXX iShares Semiconductor ETF	New	0.10%	+0.10
PWR Quanta Services Inc.	New	0.10%	+0.10
P Everpure Inc. Class A	New	0.09%	+0.09
VCIT Vanguard Int-Term Corporate	Add +11.9%	0.78%	+0.09
MU Micron Technology Inc.	New	0.09%	+0.09
SCHV Schwab US Large-Cap Value	Add +8.0%	0.73%	+0.09
VZ Verizon Communications Inc.	Add +8.0%	0.33%	+0.09
IEMG iShares Core MSCI Emerging	Add +9.8%	0.58%	+0.08
COF Capital One Financial Corp.	New	0.08%	+0.08
SUB iShares Short-Term National	New	0.08%	+0.08
CMCSA Comcast Corp. Class A	New	0.08%	+0.08
ETN Eaton Corp. PLC	Add +4.4%	0.47%	+0.08
DE Deere & Co.	Add +2.5%	0.37%	+0.08
VYM Vanguard High DVD Yield ETF	Add +3.3%	0.90%	+0.08
WMT Walmart Inc.	Add +11.8%	0.32%	+0.07
NFLX Netflix Inc.	Add +10.5%	0.49%	+0.07
DUK Duke Energy Corp.	Add +2.2%	0.39%	+0.06
COST Costco Wholesale Corp.	Add +0.5%	0.33%	+0.05
HON Honeywell International Inc.	Add +4.6%	0.27%	+0.05
IGIB iShares 5-10Y Inv Grade Corp.	Add +4.0%	0.93%	+0.05
VEA Vanguard Ftse Developed ETF	Add +0.4%	0.86%	+0.05
IEI iShares 3-7 Year Treasury Bo	Add +12.6%	0.35%	+0.05
ECL Ecolab Inc.	Add +4.3%	0.53%	+0.04
MRVL Marvell Technology Inc.	Add +20.2%	0.13%	+0.04
SCHP Schwab U.S. Tips ETF	Add +6.4%	0.44%	+0.04
SBUX Starbucks Corp.	Add +2.3%	0.34%	+0.04
CL Colgate-Palmolive Co.	Add +1.0%	0.32%	+0.03
TT Trane Technologies PLC	Add +6.8%	0.23%	+0.03
CME Cme Group Inc.	Add +0.5%	0.31%	+0.03
TSM Taiwan Semiconductor-SP ADR	Add +5.6%	0.14%	+0.02
UNP Union Pacific Corp.	Add +14.0%	0.10%	+0.02
GS Goldman Sachs Group Inc.	Add +11.0%	0.22%	+0.02
QLTA iShares Aaa - A Rated Corpor	Add +2.3%	0.48%	+0.02
SPY SS SPDR S&P 500 ETF Trust-US	Add +2.6%	4.83%	+0.01
ESGD iShares Trust iShares ESG Aw	Add +1.0%	0.20%	+0.01
SYY Sysco Corp.	Add +4.4%	0.20%	+0.01
MUB iShares National Muni Bond E	Add +2.5%	0.17%	+0.01

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	157	$276.2M	IVV, SPY, VIG, IAU, HEFA
Q1 2026	153	$249.8M	IVV, SPY, IAU, VIG, IJH
Q4 2025	149	$256.0M	IVV, SPY, IAU, VIG, AAPL
Q3 2025	149	$248.1M	IVV, SPY, VIG, IAU, AAPL
Q2 2025	147	$226.9M	IVV, SPY, VIG, IAU, IJR
Q1 2025	146	$210.5M	IVV, SPY, VIG, IAU, AAPL
Q4 2024	146	$213.1M	IVV, SPY, VIG, AAPL, IJH
Q3 2024	155	$224.3M	SPY, IVV, VIG, AAPL, IJH
Q2 2024Amended	152	$209.5M	SPY, IVV, VIG, AAPL, SCHX
Q1 2024	153	$203.4M	SPY, IVV, VIG, SCHX, IJH