Bigelow Investment Advisors, LLC

Name: Bigelow Investment Advisors, LLC 13F holdings, Q2 2026
Creator: Bigelow Investment Advisors, LLC
Published: 2026-07-30

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

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Bigelow Investment Advisors, LLC reported 157 stock positions worth $276.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.1% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 4.9%) and Vanguard Dividend Apprec ETF (VIG, 4.3%). Compared with Q1 2026, it opened 9 new positions, sold out of 6, added to 64 and reduced 70. The biggest buy was Advanced Micro Devices (AMD, shares +5%) and the biggest sale iShares Gold Trust (IAU, shares −3%).

Most Recent 13F: Q2 2026
Location: Portland, ME
CIK: 0001729516
Portfolio Value: $276.2M (Q2 2026)
SEC Filing: 0002085853-26-000916 ↗ filed Jul 30, 2026

Holdings Value

Holdings 157 stocks · $276.2M


IVV iShares Core S&P 500 ETF	7.07%	26,068	$19.5M	Add +1.8%
SPY SS SPDR S&P 500 ETF Trust-US	4.90%	18,132	$13.5M	Reduce -2.2%
VIG Vanguard Dividend Apprec ETF	4.31%	50,332	$11.9M	Reduce -0.3%
IAU iShares Gold Trust	3.47%	126,904	$9.6M	Reduce -3.1%
HEFA Isha Curr Hedged MSCI Eafe	2.90%	170,956	$8.0M	Add +22.0%
IJH iShares Core S&P Midcap ETF	2.87%	102,935	$7.9M	Reduce -1.0%
AAPL Apple Inc.	2.77%	26,409	$7.6M	Add +0.3%
IJR iShares Core S&P Small-Cap E	1.99%	37,133	$5.5M	Reduce -5.9%
SCHG Schwab US Large-Cap Growth	1.98%	161,426	$5.5M	Add +2.1%
SCHX Schwab US Large-Cap ETF	1.86%	174,562	$5.1M	Reduce -1.3%
IGSB iShares 1-5Y Inv Grade Corp.	1.85%	97,430	$5.1M	Add +3.8%
SCHO Schwab Short-Term US Treas	1.81%	206,562	$5.0M	Add +4.4%
NVDA Nvidia Corp.	1.74%	24,003	$4.8M	Add +11.6%
EMXC iShares MSCI Emr MRK Ex Chna	1.72%	46,350	$4.7M	Add +4.5%
BUFR FT Vest Lad Buffervetf-Usd I	1.71%	129,658	$4.7M	Reduce -9.9%
GOOGL Alphabet Inc. Class A	1.61%	12,457	$4.5M	Reduce -1.7%
MSFT Microsoft Corp.	1.55%	11,460	$4.3M	Add +3.3%
JNJ Johnson & Johnson	1.51%	16,425	$4.2M	Add +0.7%
MBB iShares MBS ETF	1.44%	42,212	$4.0M	Reduce -0.3%
RSP Invesco S&P 500 Equal Weight	1.42%	18,461	$3.9M	Add +6.7%
IEFA iShares Core MSCI Eafe ETF	1.36%	38,971	$3.8M	Reduce -1.0%
GOOG Alphabet Inc. Class C	1.33%	10,369	$3.7M	Reduce -3.7%
JPM JPMorgan Chase & Co.	1.26%	10,630	$3.5M	Add +0.8%
AGG iShares Core U.S. Aggregate	1.15%	32,005	$3.2M	Reduce -7.6%
AXP American Express Co.	1.03%	8,441	$2.9M	Add +0.4%
RTX RTX Corp.	1.01%	14,677	$2.8M	Reduce -2.4%
AMZN Amazon.com Inc.	0.99%	11,424	$2.7M	Reduce -0.1%
VYM Vanguard High DVD Yield ETF	0.93%	16,173	$2.6M	Add +6.1%
IGIB iShares 5-10Y Inv Grade Corp.	0.90%	47,002	$2.5M	Add +7.6%
AMD Advanced Micro Devices	0.88%	4,171	$2.4M	Add +5.3%
VEA Vanguard Ftse Developed ETF	0.86%	33,290	$2.4M	Reduce -0.2%
VPU Vanguard Utilities ETF	0.78%	11,035	$2.2M	Reduce -5.5%
LMBS First Trust Low Duration Opp	0.78%	43,258	$2.2M	Reduce -5.2%
SCHV Schwab US Large-Cap Value	0.78%	61,824	$2.2M	Add +3.0%
CSCO Cisco Systems Inc.	0.77%	18,037	$2.1M	Reduce -3.8%
SCHB Schwab US Broad Market ETF	0.76%	72,116	$2.1M	Reduce -1.3%
GVI iShares Intermediate Governm	0.73%	19,032	$2.0M	Add +8.4%
VCIT Vanguard Int-Term Corporate	0.71%	23,727	$2.0M	Add +1.0%
FLOT iShares Floating Rate Bond E	0.67%	36,083	$1.8M	Reduce -1.4%
NEE Nextera Energy Inc.	0.66%	20,771	$1.8M	Add +0.7%
VFH Vanguard Financials ETF	0.62%	12,996	$1.7M	Reduce -1.6%
PG The Procter & Gamble Co.	0.62%	11,627	$1.7M	Add +1.3%
IEMG iShares Core MSCI Emerging	0.61%	20,456	$1.7M	Reduce -1.7%
CAT Caterpillar Inc.	0.61%	1,591	$1.7M	Reduce -3.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.59%	10,791	$1.6M	Reduce -0.1%
GD General Dynamics Corp.	0.57%	4,475	$1.6M	No change
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.57%	16,372	$1.6M	Add +0.9%
ANET Arista Networks Inc.	0.57%	9,237	$1.6M	Reduce -0.2%
SUSA iShares ESG Optimized MSCI U	0.56%	9,998	$1.5M	Reduce -2.4%
AMAT Applied Materials Inc.	0.53%	2,033	$1.5M	Reduce -13.5%
ETN Eaton Corp. PLC	0.52%	3,353	$1.4M	Add +2.4%
ECL Ecolab Inc.	0.51%	5,040	$1.4M	Add +1.4%
VOX Vanguard Communication Servi	0.50%	7,486	$1.4M	Reduce -3.9%
TXN Texas Instruments Inc.	0.46%	4,295	$1.3M	Reduce -0.6%
V Visa Inc. Class A	0.46%	3,707	$1.3M	Reduce -3.0%
BAC Bank of America Corp.	0.45%	21,774	$1.2M	Add +1.5%
PEP Pepsico Inc.	0.43%	8,857	$1.2M	Reduce -1.7%
QLTA iShares Aaa - A Rated Corpor	0.43%	25,235	$1.2M	Reduce -0.1%
SCHP Schwab U.S. Tips ETF	0.43%	45,229	$1.2M	Add +10.4%
META Meta Platforms Inc. Class A	0.43%	2,118	$1.2M	Add +6.9%
GNMA iShares Gnma Bond ETF	0.41%	25,411	$1.1M	Reduce -9.3%
CWB SS SPDR BB Conv Sec ETF	0.40%	10,234	$1.1M	Add +53.3%
ROL Rollins Inc.	0.39%	25,800	$1.1M	New
HD Home Depot Inc.	0.39%	3,018	$1.1M	Reduce -2.2%
DE Deere & Co.	0.38%	1,653	$1.0M	Add +1.5%
TMO Thermo Fisher Scientific Inc.	0.38%	2,080	$1.0M	Add +0.7%
ORCL Oracle Corp.	0.38%	7,087	$1.0M	Add +5.6%
VHT Vanguard Health Care ETF	0.37%	3,455	$1.0M	Reduce -7.0%
ESGU iShares ESG Aware MSCI USA	0.37%	6,277	$1.0M	No change
IEI iShares 3-7 Year Treasury Bo	0.37%	8,735	$1.0M	Add +17.0%
DHR Danaher Corp.	0.36%	5,255	$1.0M	Reduce -2.2%
MRVL Marvell Technology Inc.	0.36%	3,321	$989K	Add +4.1%
SBUX Starbucks Corp.	0.36%	9,655	$987K	Add +0.6%
NFLX Netflix Inc.	0.35%	13,432	$959K	Add +5.0%
DUK Duke Energy Corp.	0.35%	7,557	$957K	Add +0.3%
MU Micron Technology Inc.	0.33%	793	$915K	Add +17.3%
LOW Lowe's Cos Inc.	0.33%	4,146	$914K	Add +2.6%
VWO Vanguard Ftse Emerging Marke	0.33%	15,243	$910K	Reduce -1.8%
CL Colgate-Palmolive Co.	0.32%	9,666	$886K	Add +4.0%
SCHM Schwab US Mid Cap ETF	0.31%	22,962	$847K	Reduce -10.1%
UNH Unitedhealth Group Inc.	0.30%	2,012	$836K	Reduce -2.6%
MDT Medtronic PLC	0.30%	10,654	$833K	Reduce -4.2%
MA Mastercard Inc. Class A	0.30%	1,616	$830K	Reduce -3.7%
BRK.B Berkshire Hathaway Inc. Class B	0.30%	1,658	$830K	Reduce -4.3%
VRT Vertiv Holdings Co. Class A	0.30%	2,460	$824K	Add +1.7%
COST Costco Wholesale Corp.	0.29%	857	$802K	Add +4.0%
VDC Vanguard Consumer Staple ETF	0.28%	3,435	$775K	Add +13.4%
MRK Merck & Co. Inc.	0.28%	6,009	$772K	Reduce -3.1%
LLY Eli Lilly & Co.	0.28%	639	$766K	Reduce -0.9%
CSX CSX Corp.	0.28%	16,026	$762K	No change
WMT Walmart Inc.	0.27%	6,585	$746K	Add +1.4%
VZ Verizon Communications Inc.	0.27%	17,416	$737K	Add +4.7%
IWM iShares Russell 2000 ETF	0.27%	2,453	$737K	Reduce -1.3%
TIP iShares Tips Bond ETF	0.26%	6,487	$710K	No change
IDXX Idexx Laboratories Inc.	0.25%	1,321	$695K	Reduce -3.4%
IYF iShares US Financials ETF	0.25%	5,377	$686K	Reduce -1.4%
FDX FedEx Corp.	0.25%	2,180	$683K	Add +9.2%
GS Goldman Sachs Group Inc.	0.25%	671	$679K	Add +5.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.24%	2,405	$676K	New
TT Trane Technologies PLC	0.24%	1,341	$659K	Reduce -0.7%
DSI iShares ESG MSCI KLD 400 ETF	0.24%	4,614	$657K	Reduce -0.3%
PANW Palo Alto Networks Inc.	0.24%	1,915	$653K	Reduce -1.6%
SYY Sysco Corp.	0.23%	7,662	$640K	Add +7.7%
GILD Gilead Sciences Inc.	0.23%	4,996	$631K	No change
TSM Taiwan Semiconductor-SP ADR	0.21%	1,212	$579K	Add +13.2%
UPS United Parcel Service Class B	0.21%	5,299	$570K	Reduce -3.4%
NSC Norfolk Southern Corp.	0.20%	1,780	$560K	Reduce -1.0%
BKNG Booking Holdings Inc.	0.20%	3,131	$558K	Add +6.1%
CME Cme Group Inc.	0.20%	2,519	$556K	Reduce -3.2%
SOXX iShares Semiconductor ETF	0.20%	864	$554K	Add +10.6%
SCHA Schwab US Small-Cap ETF	0.19%	14,874	$537K	Reduce -8.8%
ESGD iShares Trust iShares ESG Aw	0.19%	5,212	$536K	No change
VGT Vanguard Info Tech ETF	0.18%	4,142	$495K	Reduce -10.7%
GLD SPDR Gold Shares	0.18%	1,330	$490K	Reduce -2.6%
SCHH Schwab US REIT ETF	0.18%	20,451	$484K	Reduce -13.6%
STX Seagate Technology Holdings	0.17%	500	$483K	New
INTC Intel Corp.	0.17%	3,434	$479K	New
BX Blackstone Inc.	0.16%	3,808	$448K	Add +5.0%
ADI Analog Devices Inc.	0.16%	1,126	$447K	Reduce -2.4%
VOO Vanguard S&P 500 ETF	0.16%	649	$446K	No change
BDX Becton Dickinson and Co.	0.16%	2,884	$436K	Add +3.1%
IBB iShares Biotechnology ETF	0.16%	2,292	$436K	Reduce -21.8%
NKE Nike Inc. Class B	0.15%	10,303	$423K	Reduce -7.0%
SCHZ Schwab US Aggregate Bond ETF	0.15%	17,457	$404K	Reduce -1.9%
IAGG iShares Intl Aggregate Bond	0.14%	7,843	$397K	Reduce -6.5%
MMM 3M Co.	0.14%	2,390	$387K	Reduce -0.1%
P Everpure Inc. Class A	0.14%	4,823	$380K	Add +23.2%
PWR Quanta Services Inc.	0.14%	519	$374K	Add +14.1%
SUSL iShares ESG MSCI USA Leaders	0.14%	2,814	$374K	Add +0.1%
SCHF Schwab Intl Equity ETF	0.13%	12,744	$353K	Reduce -6.4%
MUB iShares National Muni Bond E	0.13%	3,280	$353K	Reduce -19.9%
EFA iShares MSCI Eafe ETF	0.13%	3,364	$349K	Reduce -0.1%
UBER Uber Technologies Inc.	0.12%	4,781	$345K	Add +11.7%
HON Honeywell International Inc.	0.12%	1,536	$344K	Add +4.7%
HONA Honeywell Aerospace Inc.	0.12%	1,507	$333K	Add +2.7%
TFLO iShares Treasury Floating Ra	0.12%	6,555	$332K	Reduce -2.2%
ICVT iShares Convertible Bond ETF	0.12%	2,694	$328K	Add +9.0%
ESGE iShares Inc. iShares ESG Awar	0.12%	5,975	$327K	No change
KEX Kirby Corp.	0.11%	2,316	$315K	Add +5.0%
UNP Union Pacific Corp.	0.11%	1,095	$298K	Add +2.0%
MCD McDonald's Corp.	0.11%	1,082	$292K	No change
COF Capital One Financial Corp.	0.10%	1,402	$281K	Add +22.8%
IWB iShares Russell 1000 ETF	0.10%	670	$274K	No change
CRM Salesforce Inc.	0.10%	1,707	$267K	Add +0.8%
FSLR First Solar Inc.	0.09%	1,096	$259K	New
ITW Illinois Tool Works	0.09%	946	$256K	No change
VCSH Vanguard S/T Corp. Bond ETF	0.09%	3,158	$250K	No change
EA Electronic Arts Inc.	0.09%	1,152	$236K	Reduce -13.1%
CMI Cummins Inc.	0.09%	330	$235K	New
PYPL PayPal Holdings Inc.	0.09%	5,437	$235K	Reduce -13.4%
IEF iShares 7-10 Year Treasury B	0.08%	2,463	$233K	Add +10.4%
WAT Waters Corp.	0.08%	609	$228K	New
CB Chubb Ltd.	0.08%	650	$221K	No change
ESML iShares ESG Aware MSCI USA S	0.08%	3,915	$219K	New
PFE Pfizer Inc.	0.08%	8,978	$216K	Reduce -2.2%
SUSB iShares ESG Aware 1-5 Year U	0.08%	8,559	$214K	No change
QQQ Invesco QQQ Trust Series 1	0.07%	274	$202K	New

Portfolio Sells Q1 2026 → Q2 2026


IAU iShares Gold Trust	Reduce -3.1%	3.47%	−1.16
XOM Exxon Mobil Corp.	Sold out	0.00%	−1.00
BUFR FT Vest Lad Buffervetf-Usd I	Reduce -9.9%	1.71%	−0.23
AGG iShares Core U.S. Aggregate	Reduce -7.6%	1.15%	−0.23
MBB iShares MBS ETF	Reduce -0.3%	1.44%	−0.17
RTX RTX Corp.	Reduce -2.4%	1.01%	−0.15
VPU Vanguard Utilities ETF	Reduce -5.5%	0.78%	−0.14
LMBS First Trust Low Duration Opp	Reduce -5.2%	0.78%	−0.13
PEP Pepsico Inc.	Reduce -1.7%	0.43%	−0.13
INTU Intuit Inc.	Sold out	0.00%	−0.11
CME Cme Group Inc.	Reduce -3.2%	0.20%	−0.11
TJX TJX Companies Inc.	Reduce -0.1%	0.59%	−0.10
GNMA iShares Gnma Bond ETF	Reduce -9.3%	0.41%	−0.09
ADSK Autodesk Inc.	Sold out	0.00%	−0.09
MDT Medtronic PLC	Reduce -4.2%	0.30%	−0.08
MKC McCormick & Co.-Non VTG SHRS	Sold out	0.00%	−0.08
SUB iShares Short-Term National	Sold out	0.00%	−0.08
CMCSA Comcast Corp. Class A	Sold out	0.00%	−0.08
NKE Nike Inc. Class B	Reduce -7.0%	0.15%	−0.08
FLOT iShares Floating Rate Bond E	Reduce -1.4%	0.67%	−0.08
IEFA iShares Core MSCI Eafe ETF	Reduce -1.0%	1.36%	−0.06
VOX Vanguard Communication Servi	Reduce -3.9%	0.50%	−0.06
GLD SPDR Gold Shares	Reduce -2.6%	0.18%	−0.06
IDXX Idexx Laboratories Inc.	Reduce -3.4%	0.25%	−0.06
QLTA iShares Aaa - A Rated Corpor	Reduce -0.1%	0.43%	−0.05
MUB iShares National Muni Bond E	Reduce -19.9%	0.13%	−0.05
DHR Danaher Corp.	Reduce -2.2%	0.36%	−0.05
IBB iShares Biotechnology ETF	Reduce -21.8%	0.16%	−0.04
VIG Vanguard Dividend Apprec ETF	Reduce -0.3%	4.31%	−0.04
MA Mastercard Inc. Class A	Reduce -3.7%	0.30%	−0.04
BRK.B Berkshire Hathaway Inc. Class B	Reduce -4.3%	0.30%	−0.03
VHT Vanguard Health Care ETF	Reduce -7.0%	0.37%	−0.03
PYPL PayPal Holdings Inc.	Reduce -13.4%	0.09%	−0.03
SCHH Schwab US REIT ETF	Reduce -13.6%	0.18%	−0.03
PFE Pfizer Inc.	Reduce -2.2%	0.08%	−0.02
IAGG iShares Intl Aggregate Bond	Reduce -6.5%	0.14%	−0.02
EA Electronic Arts Inc.	Reduce -13.1%	0.09%	−0.02
HD Home Depot Inc.	Reduce -2.2%	0.39%	−0.02
VFH Vanguard Financials ETF	Reduce -1.6%	0.62%	−0.02
SCHZ Schwab US Aggregate Bond ETF	Reduce -1.9%	0.15%	−0.02
MRK Merck & Co. Inc.	Reduce -3.1%	0.28%	−0.02
TFLO iShares Treasury Floating Ra	Reduce -2.2%	0.12%	−0.02
SCHM Schwab US Mid Cap ETF	Reduce -10.1%	0.31%	−0.01
UPS United Parcel Service Class B	Reduce -3.4%	0.21%	−0.01
IYF iShares US Financials ETF	Reduce -1.4%	0.25%	−0.01
SCHF Schwab Intl Equity ETF	Reduce -6.4%	0.13%	−0.01
VWO Vanguard Ftse Emerging Marke	Reduce -1.8%	0.33%	−0.01
EFA iShares MSCI Eafe ETF	Reduce -0.1%	0.13%	−0.00
NSC Norfolk Southern Corp.	Reduce -1.0%	0.20%	−0.00
V Visa Inc. Class A	Reduce -3.0%	0.46%	−0.00

Portfolio Buys Q1 2026 → Q2 2026


AMD Advanced Micro Devices	Add +5.3%	0.88%	+0.55
HEFA Isha Curr Hedged MSCI Eafe	Add +22.0%	2.90%	+0.52
ROL Rollins Inc.	New	0.39%	+0.39
IVV iShares Core S&P 500 ETF	Add +1.8%	7.07%	+0.37
EMXC iShares MSCI Emr MRK Ex Chna	Add +4.5%	1.72%	+0.32
IBM Intl Business Machines Corp.	New	0.24%	+0.24
MU Micron Technology Inc.	Add +17.3%	0.33%	+0.24
NVDA Nvidia Corp.	Add +11.6%	1.74%	+0.24
MRVL Marvell Technology Inc.	Add +4.1%	0.36%	+0.23
STX Seagate Technology Holdings	New	0.17%	+0.17
INTC Intel Corp.	New	0.17%	+0.17
CWB SS SPDR BB Conv Sec ETF	Add +53.3%	0.40%	+0.15
SCHG Schwab US Large-Cap Growth	Add +2.1%	1.98%	+0.13
SOXX iShares Semiconductor ETF	Add +10.6%	0.20%	+0.10
FSLR First Solar Inc.	New	0.09%	+0.09
RSP Invesco S&P 500 Equal Weight	Add +6.7%	1.42%	+0.09
AAPL Apple Inc.	Add +0.3%	2.77%	+0.09
CMI Cummins Inc.	New	0.09%	+0.09
WAT Waters Corp.	New	0.08%	+0.08
ESML iShares ESG Aware MSCI USA S	New	0.08%	+0.08
QQQ Invesco QQQ Trust Series 1	New	0.07%	+0.07
TSM Taiwan Semiconductor-SP ADR	Add +13.2%	0.21%	+0.06
VRT Vertiv Holdings Co. Class A	Add +1.7%	0.30%	+0.06
ETN Eaton Corp. PLC	Add +2.4%	0.52%	+0.05
SCHV Schwab US Large-Cap Value	Add +3.0%	0.78%	+0.05
P Everpure Inc. Class A	Add +23.2%	0.14%	+0.05
PWR Quanta Services Inc.	Add +14.1%	0.14%	+0.04
BAC Bank of America Corp.	Add +1.5%	0.45%	+0.03
GS Goldman Sachs Group Inc.	Add +5.5%	0.25%	+0.03
SYY Sysco Corp.	Add +7.7%	0.23%	+0.03
VYM Vanguard High DVD Yield ETF	Add +6.1%	0.93%	+0.02
COF Capital One Financial Corp.	Add +22.8%	0.10%	+0.02
JPM JPMorgan Chase & Co.	Add +0.8%	1.26%	+0.02
ICVT iShares Convertible Bond ETF	Add +9.0%	0.12%	+0.02
IEI iShares 3-7 Year Treasury Bo	Add +17.0%	0.37%	+0.02
AXP American Express Co.	Add +0.4%	1.03%	+0.02
SBUX Starbucks Corp.	Add +0.6%	0.36%	+0.01
DE Deere & Co.	Add +1.5%	0.38%	+0.01
VDC Vanguard Consumer Staple ETF	Add +13.4%	0.28%	+0.01
SUSL iShares ESG MSCI USA Leaders	Add +0.1%	0.14%	+0.01
CL Colgate-Palmolive Co.	Add +4.0%	0.32%	+0.00
UNP Union Pacific Corp.	Add +2.0%	0.11%	+0.00
BKNG Booking Holdings Inc.	Add +6.1%	0.20%	+0.00
UBER Uber Technologies Inc.	Add +11.7%	0.12%	+0.00
IEF iShares 7-10 Year Treasury B	Add +10.4%	0.08%	−0.00
SCHP Schwab U.S. Tips ETF	Add +10.4%	0.43%	−0.00
KEX Kirby Corp.	Add +5.0%	0.11%	−0.00
BX Blackstone Inc.	Add +5.0%	0.16%	−0.00
HONA Honeywell Aerospace Inc.	Add +2.7%	0.12%	−0.01
BDX Becton Dickinson and Co.	Add +3.1%	0.16%	−0.02

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