BKM Wealth Management, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), BKM Wealth Management, LLC reported 157 stock positions worth $256.0 million. Its top holding was Microsoft (MSFT) at 4.9% of the portfolio, followed by iShares S&P 500 Value ETF (IVE, 4.8%) and Vanguard Ftse Developed ETF (VEA, 4.3%). Compared with Q1 2025, it opened 3 new positions, sold out of 4, added to 61 and reduced 72. The biggest buy was Broadcom (AVGO, shares +1%) and the biggest sale Apple (AAPL, shares −2%).

Most Recent 13F
Q2 2026
Location
BROOKFIELD, WI
CIK
0002007263
Portfolio Value
$256.0M (Q2 2025)
SEC Filing
0002007263-25-000005 ↗ filed Jul 29, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $232.5M Q1 2024 Q2 2024: $208.0M Q2 2024 Q3 2024: $245.9M Q3 2024 Q4 2024: $243.7M Q4 2024 Q1 2025: $242.9M Q1 2025 Q2 2025: $256.0M $256.0M Q2 2025 Q3 2025: $271.2M Q3 2025 Q4 2025: $273.5M Q4 2025 Q1 2026: $273.9M Q1 2026 Q2 2026: $282.4M Q2 2026

Holdings 157 stocks · $256.0M

MSFT Microsoft Corp. 4.91% 25,253 $12.6M Reduce -6.1%
IVE iShares S&P 500 Value ETF 4.84% 63,429 $12.4M Reduce -0.6%
VEA Vanguard Ftse Developed ETF 4.29% 192,776 $11.0M Reduce -2.1%
IVW iShares S&P 500 Growth ETF 4.14% 96,263 $10.6M Reduce -2.1%
AAPL Apple Inc. 4.03% 50,337 $10.3M Reduce -1.7%
DEUS Xtrackers Russell US Multi 3.66% 166,791 $9.4M Add +8.5%
QQQ Invesco QQQ Trust Series 1 2.08% 9,675 $5.3M Reduce -3.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.08% 18,989 $5.3M Add +9.6%
IJJ iShares S&P Mid-Cap 400 Valu 1.99% 41,160 $5.1M Reduce -0.3%
JPM JPMorgan Chase & Co. 1.96% 17,331 $5.0M Add +0.2%
AVGO Broadcom Inc. 1.81% 16,786 $4.6M Add +0.5%
VWO Vanguard Ftse Emerging Marke 1.71% 88,733 $4.4M Reduce -0.9%
DGS Wisdomtree Em Small Cap 1.71% 79,191 $4.4M Reduce -1.3%
CCRV iShares Comm Curve Carry STR 1.66% 216,801 $4.3M Add +5.0%
IJK iShares S&P Mid-Cap 400 Grow 1.55% 43,665 $4.0M Reduce -0.1%
IJS iShares S&P Small-Cap 600 Va 1.53% 39,418 $3.9M Add +1.1%
BLK BlackRock Inc. 1.48% 3,607 $3.8M Reduce -3.0%
LOW Lowe's Cos Inc. 1.33% 15,351 $3.4M Add +0.3%
VTV Vanguard Mrngstr Val ETF-Aui 1.20% 17,340 $3.1M Add +1.7%
IJT iShares S&P Small-Cap 600 GR 1.18% 22,702 $3.0M Reduce -0.3%
SCHD Schwab US DVD Equity ETF 1.12% 108,017 $2.9M Add +13.3%
ADI Analog Devices Inc. 1.12% 12,014 $2.9M Add +1.5%
ABT Abbott Laboratories 1.08% 20,365 $2.8M Reduce -1.8%
AFL Aflac Inc. 1.06% 25,716 $2.7M Reduce -0.7%
COST Costco Wholesale Corp. 1.00% 2,586 $2.6M Reduce -0.7%
VUG Vanguard Mrngstar GR ETF-Sui 1.00% 5,836 $2.6M Add +3.3%
ACN Accenture PLC Class A 1.00% 8,535 $2.6M Reduce -2.5%
LIN Linde PLC 0.95% 5,163 $2.4M Add +0.6%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.91% 29,039 $2.3M Add +1.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.91% 7,889 $2.3M Reduce -1.5%
JNJ Johnson & Johnson 0.90% 15,032 $2.3M Reduce -0.8%
CVX Chevron Corp. 0.86% 15,383 $2.2M Add +1.3%
RSP Invesco S&P 500 Equal Weight 0.83% 11,740 $2.1M Reduce -1.4%
CB Chubb Ltd. 0.82% 7,235 $2.1M Reduce -3.0%
AMGN Amgen Inc. 0.81% 7,402 $2.1M Add +3.7%
GD General Dynamics Corp. 0.79% 6,937 $2.0M Reduce -0.5%
CSCO Cisco Systems Inc. 0.79% 29,131 $2.0M Add +1.2%
WEC WEC Energy Group Inc. 0.78% 19,045 $2.0M Add +0.9%
GLD SPDR Gold Shares 0.77% 6,436 $2.0M Add +1.1%
GE General Electric filed as GE AEROSPACE 0.75% 7,430 $1.9M Add +163.4%
SPGI S&P Global Inc. 0.74% 3,594 $1.9M Reduce -4.6%
WMT Walmart Inc. 0.73% 19,214 $1.9M Reduce -0.8%
JEPI JPMorgan Equity Premium Inco 0.72% 32,609 $1.9M Add +3.5%
LHX L3HARRIS Technologies Inc. 0.71% 7,284 $1.8M Reduce -1.3%
EMR Emerson Electric Co. 0.71% 13,617 $1.8M Reduce -1.9%
MCD McDonald's Corp. 0.71% 6,208 $1.8M Reduce -29.4%
UNH Unitedhealth Group Inc. 0.70% 5,726 $1.8M Add +29.3%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.67% 1,641 $1.7M Add +8.0%
VNQ Vanguard Real Estate ETF 0.66% 18,973 $1.7M Add +0.4%
SMLF iShares US Smallcap Equity F 0.66% 24,695 $1.7M Reduce -13.0%
NEE Nextera Energy Inc. 0.62% 22,891 $1.6M Reduce -1.7%
VTI VG Morningstar TS MKT ETF-US 0.62% 5,195 $1.6M Add +0.1%
PG The Procter & Gamble Co. 0.59% 9,520 $1.5M Reduce -1.4%
PEP Pepsico Inc. 0.57% 11,097 $1.5M Reduce -0.1%
DBC Invesco DB Commodity Index T 0.55% 64,668 $1.4M Reduce -1.2%
ZTS Zoetis Inc. 0.53% 8,737 $1.4M Reduce -0.2%
EELV Invesco S&P Emerging Markets 0.52% 51,147 $1.3M Reduce -18.9%
OMC Omnicom Group 0.52% 18,443 $1.3M Add +11.9%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.51% 7,875 $1.3M Add +2.1%
QYLD Global X Nasd 100 Cov Call 0.50% 75,957 $1.3M Add +53.8%
EMB iShares JP Morgan Usd Emergi 0.45% 12,306 $1.1M Add +9.1%
MPC Marathon Petroleum Corp. 0.44% 6,853 $1.1M Add +1.1%
TSM Taiwan Semiconductor-SP ADR 0.44% 4,941 $1.1M Add +24.9%
ASML ASML Holding NV-NY Reg SHS 0.43% 1,360 $1.1M Add +13.2%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.42% 3,821 $1.1M Add +1.8%
JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F 0.42% 18,843 $1.1M Reduce -12.2%
C Citigroup Inc. 0.41% 12,404 $1.1M Reduce -1.8%
BRK.B Berkshire Hathaway Inc. Class B 0.41% 2,141 $1.0M Add +0.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.38% 5,046 $984K Add +4.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.38% 1,585 $980K Add +4.8%
BAR Graniteshares Gold Trust 0.36% 28,536 $931K Add +22.9%
ARCC Ares Capital Corp. 0.36% 41,869 $919K Reduce -0.6%
MFDX PIMCO Rafi Dynamic Multi-Fac filed as PIMCO EQUITY SER 0.36% 25,423 $914K Reduce -3.2%
NVDA Nvidia Corp. 0.35% 5,745 $908K Add +1.1%
SHW The Sherwin-Williams Co. 0.35% 2,621 $900K No change
CL Colgate-Palmolive Co. 0.35% 9,852 $896K Reduce -3.3%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.35% 3,209 $889K Add +6.1%
SONY Sony Group Corp. - SP ADR 0.32% 31,949 $832K Reduce -12.7%
ISPY Proshares S&P High Incom ETF 0.32% 19,459 $826K Add +50.4%
MDLZ Mondelez International Inc. Class A 0.31% 11,868 $800K Reduce -9.0%
IJR iShares Core S&P Small-Cap E 0.31% 7,204 $787K Add +3.1%
ADP Automatic Data Processing 0.29% 2,444 $754K Reduce -58.1%
IWD iShares Russell 1000 Value E 0.29% 3,774 $733K Add +7.6%
IJH iShares Core S&P Midcap ETF 0.28% 11,734 $728K Reduce -0.1%
SHEL Shell PLC-ADR 0.28% 10,313 $726K Reduce -0.2%
IWF iShares Russell 1000 Growth 0.28% 1,707 $725K Add +16.9%
CMS CMS Energy Corp. 0.28% 10,308 $714K Reduce -2.9%
SAP Sap SE-Sponsored ADR 0.28% 2,336 $710K Reduce -7.4%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.26% 10,941 $665K Reduce -9.0%
RTX RTX Corp. 0.26% 4,526 $661K Reduce -2.1%
WNS WNS Holdings Ltd. filed as WNS HLDGS LTD 0.26% 10,441 $660K Reduce -25.9%
BEPC Brookfield Renewable Corp. 0.25% 19,672 $645K Reduce -1.5%
RPM RPM International Inc. 0.25% 5,826 $640K Add +13.4%
SNN Smith & Nephew PLC -Spon ADR 0.25% 20,753 $636K Reduce -5.6%
CP Canadian Pacific Kansas City 0.25% 7,926 $628K Add +3.7%
CCEP Coca-Cola Europacific Partne 0.24% 6,681 $619K Reduce -14.7%
SDOG Alps Sector Dividend Dogs 0.24% 10,627 $611K Add +2.7%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.24% 18,009 $609K Add +14.2%
QSR Restaurant Brands Intern 0.24% 9,164 $607K Reduce -2.4%
PEY Invesco High Yield Equity Di 0.21% 26,799 $547K Reduce -1.3%
AEP American Electric Power 0.21% 5,243 $544K Add +0.1%
LBTYA Liberty Global Ltd. Class A 0.21% 53,990 $540K Add +11.7%
AGG iShares Core U.S. Aggregate 0.20% 5,246 $520K Reduce -1.0%
COWZ Pacer US Cash Cows 100 ETF 0.20% 9,382 $517K Add +0.8%
AZN Astrazeneca PLC-Spons ADR 0.20% 7,165 $501K Reduce -3.4%
KO The Coca-Cola Co. 0.19% 6,929 $490K No change
IAU iShares Gold Trust 0.19% 7,670 $478K Add +0.5%
SNY Sanofi-ADR 0.19% 9,821 $474K Reduce -5.2%
HON Honeywell International Inc. 0.18% 1,932 $450K Add +5.8%
PM Philip Morris International 0.18% 2,463 $449K No change
DGRO iShares Core Dividend Growth 0.18% 7,008 $448K Reduce -9.8%
AMZN Amazon.com Inc. 0.16% 1,841 $404K Add +0.3%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.16% 5,490 $404K Add +6.8%
MMM 3M Co. 0.16% 2,626 $400K No change
VEU Vanguard Ftse All-World Ex-U 0.15% 5,886 $396K Add +0.7%
META Meta Platforms Inc. Class A 0.15% 533 $393K No change
DUK Duke Energy Corp. 0.15% 3,163 $373K No change
GEV GE Vernova Inc. 0.14% 700 $370K Add +2.0%
JCI Johnson Controls Internation 0.14% 3,500 $370K No change
CSL Carlisle Cos Inc. 0.14% 939 $351K Reduce -8.3%
ROK Rockwell Automation Inc. 0.13% 1,018 $338K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.13% 1,185 $338K No change
ETN Eaton Corp. PLC 0.13% 942 $336K Reduce -0.1%
XOM Exxon Mobil Corp. 0.13% 3,103 $335K Reduce -0.1%
LLY Eli Lilly & Co. 0.13% 420 $327K No change
NSC Norfolk Southern Corp. 0.12% 1,227 $314K Reduce -1.3%
CMCSA Comcast Corp. Class A 0.12% 8,421 $301K Reduce -63.7%
COM Direxion Auspice BRD Cmdty 0.12% 10,649 $295K Add +0.3%
MS Morgan Stanley 0.11% 2,033 $286K Reduce -0.2%
MRK Merck & Co. Inc. 0.11% 3,536 $280K Reduce -9.2%
HD Home Depot Inc. 0.11% 755 $277K No change
BRC Brady Corporation Class A 0.11% 4,000 $272K No change
PSX Phillips 66 0.11% 2,259 $269K Add +0.3%
ABBV Abbvie Inc. 0.10% 1,448 $269K Reduce -0.1%
CINF Cincinnati Financial Corp. 0.10% 1,800 $268K Reduce -12.1%
FUTY Fidelity MSCI US Utilities 0.10% 4,960 $261K No change
XLK SS Technology Select Sector 0.10% 1,024 $259K Reduce -1.4%
ESGU iShares ESG Aware MSCI USA 0.10% 1,900 $257K No change
GOOGL Alphabet Inc. Class A 0.10% 1,440 $254K No change
RODM Hartford Multifact Dev MRKT 0.10% 7,441 $254K Reduce -5.5%
VB Vanguard Most SM-Cap ETF-Usd 0.10% 1,063 $252K No change
CARR Carrier Global Corp. 0.10% 3,433 $251K No change
V Visa Inc. Class A 0.10% 691 $245K Reduce -0.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 5,172 $245K Add +6.0%
PFE Pfizer Inc. 0.09% 10,005 $243K Reduce -1.8%
LNT Alliant Energy Corp. 0.09% 3,838 $232K No change
FSMD Fidelity Small-Mid Multifact 0.09% 5,587 $232K New
DE Deere & Co. 0.09% 450 $229K Reduce -0.2%
UNP Union Pacific Corp. 0.09% 992 $228K No change
CALF PCR US SM CP CSH CWS ETF-Usd 0.09% 5,633 $224K Add +2.5%
FNX First Trust Mid Cap Core Alp 0.09% 1,942 $223K Add +7.5%
EFA iShares MSCI Eafe ETF 0.08% 2,425 $217K New
MO Altria Group Inc. 0.08% 3,410 $200K No change
XLB SS Materials Select Sector 0.08% 2,275 $200K Reduce -0.2%
ITW Illinois Tool Works 0.08% 800 $198K Add +0.8%
KMPR Kemper Corp. 0.08% 3,040 $196K No change
ENB Enbridge Inc. 0.07% 4,238 $192K New

Portfolio Sells Q1 2025 → Q2 2025

AAPL Apple Inc. Reduce -1.7% 4.03% −0.65
ADP Automatic Data Processing Reduce -58.1% 0.29% −0.44
MCD McDonald's Corp. Reduce -29.4% 0.71% −0.42
UL Unilever PLC Sold out 0.00% −0.32
CMCSA Comcast Corp. Class A Reduce -63.7% 0.12% −0.23
PPG PPG Industries Inc. Sold out 0.00% −0.22
IVE iShares S&P 500 Value ETF Reduce -0.6% 4.84% −0.16
JNJ Johnson & Johnson Reduce -0.8% 0.90% −0.14
ACN Accenture PLC Class A Reduce -2.5% 1.00% −0.13
AFL Aflac Inc. Reduce -0.7% 1.06% −0.13
PEP Pepsico Inc. Reduce -0.1% 0.57% −0.11
CB Chubb Ltd. Reduce -3.0% 0.82% −0.11
EELV Invesco S&P Emerging Markets Reduce -18.9% 0.52% −0.11
WNS WNS Holdings Ltd. Reduce -25.9% 0.26% −0.10
PG The Procter & Gamble Co. Reduce -1.4% 0.59% −0.08
VZ Verizon Communications Inc. Sold out 0.00% −0.08
XLV SS Health Care Select Sector Sold out 0.00% −0.08
SMLF iShares US Smallcap Equity F Reduce -13.0% 0.66% −0.07
ZTS Zoetis Inc. Reduce -0.2% 0.53% −0.06
NEE Nextera Energy Inc. Reduce -1.7% 0.62% −0.06
SONY Sony Group Corp. - SP ADR Reduce -12.7% 0.32% −0.06
DBC Invesco DB Commodity Index T Reduce -1.2% 0.55% −0.06
MDLZ Mondelez International Inc. Class A Reduce -9.0% 0.31% −0.05
SNY Sanofi-ADR Reduce -5.2% 0.19% −0.05
ABT Abbott Laboratories Reduce -1.8% 1.08% −0.05
JPEM JPM Diversified Ret Em Equit Reduce -12.2% 0.42% −0.05
CMS CMS Energy Corp. Reduce -2.9% 0.28% −0.05
SPGI S&P Global Inc. Reduce -4.6% 0.74% −0.05
IJJ iShares S&P Mid-Cap 400 Valu Reduce -0.3% 1.99% −0.05
CL Colgate-Palmolive Co. Reduce -3.3% 0.35% −0.04
CCEP Coca-Cola Europacific Partne Reduce -14.7% 0.24% −0.04
MRK Merck & Co. Inc. Reduce -9.2% 0.11% −0.03
AZN Astrazeneca PLC-Spons ADR Reduce -3.4% 0.20% −0.03
SHEL Shell PLC-ADR Reduce -0.2% 0.28% −0.03
PEY Invesco High Yield Equity Di Reduce -1.3% 0.21% −0.03
ARCC Ares Capital Corp. Reduce -0.6% 0.36% −0.03
HSBC HSBC Holdings PLC-Spons ADR Reduce -9.0% 0.26% −0.02
DGRO iShares Core Dividend Growth Reduce -9.8% 0.18% −0.02
XOM Exxon Mobil Corp. Reduce -0.1% 0.13% −0.02
QSR Restaurant Brands Intern Reduce -2.4% 0.24% −0.02
ABBV Abbvie Inc. Reduce -0.1% 0.10% −0.02
CINF Cincinnati Financial Corp. Reduce -12.1% 0.10% −0.02
RSP Invesco S&P 500 Equal Weight Reduce -1.4% 0.83% −0.02
COST Costco Wholesale Corp. Reduce -0.7% 1.00% −0.01
AGG iShares Core U.S. Aggregate Reduce -1.0% 0.20% −0.01
PFE Pfizer Inc. Reduce -1.8% 0.09% −0.01
SNN Smith & Nephew PLC -Spon ADR Reduce -5.6% 0.25% −0.01
CSL Carlisle Cos Inc. Reduce -8.3% 0.14% −0.01
V Visa Inc. Class A Reduce -0.9% 0.10% −0.00
XLB SS Materials Select Sector Reduce -0.2% 0.08% −0.00

Portfolio Buys Q1 2025 → Q2 2025

AVGO Broadcom Inc. Add +0.5% 1.81% +0.66
GE General Electric Add +163.4% 0.75% +0.51
DEUS Xtrackers Russell US Multi Add +8.5% 3.66% +0.27
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +9.6% 2.08% +0.23
JPM JPMorgan Chase & Co. Add +0.2% 1.96% +0.22
TSM Taiwan Semiconductor-SP ADR Add +24.9% 0.44% +0.17
QYLD Global X Nasd 100 Cov Call Add +53.8% 0.50% +0.16
VUG Vanguard Mrngstar GR ETF-Sui Add +3.3% 1.00% +0.14
ADI Analog Devices Inc. Add +1.5% 1.12% +0.13
NVDA Nvidia Corp. Add +1.1% 0.35% +0.10
ISPY Proshares S&P High Incom ETF Add +50.4% 0.32% +0.10
ASML ASML Holding NV-NY Reg SHS Add +13.2% 0.43% +0.10
FSMD Fidelity Small-Mid Multifact New 0.09% +0.09
EFA iShares MSCI Eafe ETF New 0.08% +0.08
ENB Enbridge Inc. New 0.07% +0.07
BAR Graniteshares Gold Trust Add +22.9% 0.36% +0.07
IWF iShares Russell 1000 Growth Add +16.9% 0.28% +0.07
GEV GE Vernova Inc. Add +2.0% 0.14% +0.06
CSCO Cisco Systems Inc. Add +1.2% 0.79% +0.06
GWW WW Grainger Inc. Add +8.0% 0.67% +0.05
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +1.8% 0.42% +0.05
MPC Marathon Petroleum Corp. Add +1.1% 0.44% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +4.8% 0.38% +0.03
VBK Van Morst SML-Cap Gro-Usd Inc. Add +6.1% 0.35% +0.03
VTI VG Morningstar TS MKT ETF-US Add +0.1% 0.62% +0.03
CP Canadian Pacific Kansas City Add +3.7% 0.25% +0.02
EMB iShares JP Morgan Usd Emergi Add +9.1% 0.45% +0.02
SCHD Schwab US DVD Equity ETF Add +13.3% 1.12% +0.02
HON Honeywell International Inc. Add +5.8% 0.18% +0.02
VBR Vngrd Mrngst SL-CP Val ETF-U Add +4.8% 0.38% +0.02
IWD iShares Russell 1000 Value E Add +7.6% 0.29% +0.01
AMZN Amazon.com Inc. Add +0.3% 0.16% +0.01
BAC Bank of America Corp. Add +6.0% 0.10% +0.01
GLD SPDR Gold Shares Add +1.1% 0.77% +0.01
VEU Vanguard Ftse All-World Ex-U Add +0.7% 0.15% +0.01
IJR iShares Core S&P Small-Cap E Add +3.1% 0.31% +0.01
FNX First Trust Mid Cap Core Alp Add +7.5% 0.09% +0.01
RPM RPM International Inc. Add +13.4% 0.25% +0.01
CALF PCR US SM CP CSH CWS ETF-Usd Add +2.5% 0.09% +0.00
IAU iShares Gold Trust Add +0.5% 0.19% +0.00
VOE Vngrd Mrngstr MD-Cap Val ETF Add +2.1% 0.51% −0.00
ITW Illinois Tool Works Add +0.8% 0.08% −0.00
IFF Intl Flavors & Fragrances Add +6.8% 0.16% −0.01
COWZ Pacer US Cash Cows 100 ETF Add +0.8% 0.20% −0.01
SDOG Alps Sector Dividend Dogs Add +2.7% 0.24% −0.01
PSX Phillips 66 Add +0.3% 0.11% −0.01
COM Direxion Auspice BRD Cmdty Add +0.3% 0.12% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +1.7% 1.20% −0.02
JEPI JPMorgan Equity Premium Inco Add +3.5% 0.72% −0.02
LBTYA Liberty Global Ltd. Class A Add +11.7% 0.21% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 148$282.4MIVE, AAPL, VEA, IVW, DEUS
Q1 2026 148$273.9MIVE, VEA, AAPL, IVW, DEUS
Q4 2025 146$273.5MIVE, VEA, MSFT, AAPL, IVW
Q3 2025 155$271.2MIVE, MSFT, AAPL, VEA, IVW
Q2 2025 157$256.0MMSFT, IVE, VEA, IVW, AAPL
Q1 2025 158$242.9MIVE, AAPL, MSFT, VEA, IVW
Q4 2024 160$243.7MAAPL, IVE, MSFT, IVW, VEA
Q3 2024 160$245.9MIVE, MSFT, AAPL, VEA, IVW
Q2 2024 139$208.0MIVE, IVW, VEA, DEUS, IJJ
Q1 2024 196$232.5MIVE, MSFT, VEA, IVW, DEUS