Blue Barn Wealth, LLC

Name: Blue Barn Wealth, LLC 13F holdings, Q3 2024
Creator: Blue Barn Wealth, LLC
Published: 2024-10-17

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

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 17, 2024), Blue Barn Wealth, LLC reported 156 stock positions worth $194.8 million. Its top holding was Vanguard Russell 1000 Growth (VONG) at 7.9% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 6.8%) and Vanguard Total Intl Bond ETF (BNDX, 6.5%). Compared with Q2 2024, it opened 25 new positions, sold out of 7, added to 73 and reduced 47. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +164%) and the biggest sale Terran Orbital (LLAP, shares −9%).

Most Recent 13F: Q4 2025
Location: OREM, UT
CIK: 0001879206
Portfolio Value: $194.8M (Q3 2024)
SEC Filing: 0001879206-24-000005 ↗ filed Oct 17, 2024

Holdings Value

Holdings 156 stocks · $194.8M


VONG Vanguard Russell 1000 Growth	7.95%	160,338	$15.5M	Add +0.3%
SCHF Schwab Intl Equity ETF	6.85%	324,398	$13.3M	Add +4.9%
BNDX Vanguard Total Intl Bond ETF	6.51%	252,067	$12.7M	Add +3.3%
SCHD Schwab US DVD Equity ETF	6.24%	143,841	$12.2M	Add +5.0%
AGG iShares Core U.S. Aggregate	4.76%	91,584	$9.3M	Add +7.2%
SCTXX Schwab Amt Tax FR MNY-Ultra	3.67%	7,148,475	$7.1M	Add +7.2%
SHYG iShares 0-5 YR HY Corp. Bond	3.59%	161,062	$7.0M	Add +3.1%
SLYG SS SPDR S&P 600 SC GR ETF	2.52%	52,695	$4.9M	Add +2.9%
SCHM Schwab US Mid Cap ETF	2.14%	50,072	$4.2M	Add +5.3%
SCHG Schwab US Large-Cap Growth	2.04%	38,204	$4.0M	Add +198.5%
BSCO Invesco Bulletshares 2024 CB	1.95%	180,126	$3.8M	Reduce -16.8%
VYM Vanguard High DVD Yield ETF	1.74%	26,452	$3.4M	Reduce -0.6%
SLYV SS SPDR S&P 600 SC Val ETF	1.73%	38,879	$3.4M	Add +5.4%
SPEM State Street SP PTF Em ETF	1.70%	80,068	$3.3M	Add +5.5%
SPDW Ste STR SPDR PT DW Eu ETF	1.67%	86,776	$3.3M	Add +12.2%
FREL Fidelity MSCI RL Est Indx	1.57%	104,004	$3.1M	Add +3.5%
BSCP Invesco Bulletshares 2025 CB	1.51%	142,065	$2.9M	Add +5.9%
VSS Vanguard Ftse All Wo X-US SC	1.50%	23,153	$2.9M	Add +3.2%
SCHZ Schwab US Aggregate Bond ETF	1.41%	57,879	$2.8M	Add +2.6%
VBR Vngrd Mrngst SL-CP Val ETF-U	1.23%	11,886	$2.4M	Reduce -0.7%
IAGG iShares Intl Aggregate Bond	1.14%	42,797	$2.2M	Reduce -0.5%
VTV Vanguard Mrngstr Val ETF-Aui	1.14%	12,675	$2.2M	Reduce -1.0%
AMZN Amazon.com Inc.	1.08%	11,337	$2.1M	Add +1.6%
ADBE Adobe Inc.	1.08%	4,046	$2.1M	Add +6.5%
BSCQ Invesco Bulletshares 2026 CB	1.06%	105,159	$2.1M	Reduce -0.3%
MSFT Microsoft Corp.	1.05%	4,730	$2.0M	Reduce -7.2%
IWB iShares Russell 1000 ETF	1.03%	6,376	$2.0M	Add +0.2%
BSCR Invesco Bulletshares 2027 CB	0.91%	90,168	$1.8M	Add +1.4%
BIV Vanguard Intermediate-Term B	0.83%	20,516	$1.6M	Reduce -0.9%
SPY SS SPDR S&P 500 ETF Trust-US	0.68%	2,316	$1.3M	Add +164.4%
BSJO Invesco Bulletshares 2024 HY	0.67%	57,496	$1.3M	Reduce -15.4%
LLAP Terran Orbital Corp.	0.66%	5,111,422	$1.3M	Reduce -8.9%
IBDP iShares Ibonds Dec 2024 Term	0.65%	49,884	$1.3M	Add +21.8%
AAPL Apple Inc.	0.64%	5,389	$1.3M	Add +66.1%
BSCS Invesco Bulletshares 2028 CB	0.64%	60,580	$1.2M	Add +2.0%
VNQ Vanguard Real Estate ETF	0.60%	11,986	$1.2M	Add +0.1%
NET Cloudflare Inc. Class A	0.60%	14,430	$1.2M	Reduce -0.1%
BGRN iShares Usd Green Bond ETF	0.47%	19,123	$924K	No change
GOOG Alphabet Inc. Class C	0.47%	5,478	$916K	Reduce -12.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.42%	3,131	$826K	Reduce -1.3%
V Visa Inc. Class A	0.41%	2,892	$795K	Reduce -1.0%
META Meta Platforms Inc. Class A	0.41%	1,382	$791K	Add +2.1%
MDY State Street SPDR S&P Midcap	0.41%	1,387	$790K	Add +0.1%
NVDA Nvidia Corp.	0.40%	6,468	$785K	Add +11.5%
NVO Novo-Nordisk A/S-Spons ADR	0.40%	6,558	$781K	Add +1.9%
ILCG iShares Morningstar Growth E	0.38%	8,724	$733K	Reduce -0.1%
IJR iShares Core S&P Small-Cap E	0.37%	6,216	$727K	No change
IWF iShares Russell 1000 Growth	0.37%	1,931	$725K	Reduce -2.7%
BND Vanguard Total Bond Market	0.36%	9,386	$705K	Add +0.0%
QCOM Qualcomm Inc.	0.36%	4,121	$701K	Add +1.9%
NFLX Netflix Inc.	0.35%	972	$689K	Add +0.3%
SCHC Schwab Intl Small-Cap Equity	0.35%	17,885	$689K	Reduce -0.2%
ORCL Oracle Corp.	0.35%	4,041	$689K	Add +124.9%
VIOG Vanguard S&P SM Cap 600 GRW	0.33%	5,408	$648K	Reduce -0.7%
SHOP Shopify Inc. Class A	0.32%	7,807	$626K	Add +25.6%
PALC Pacer Lunt LRG Cap Multi-Fac	0.32%	12,445	$617K	New
EFAV iShares MSCI Eafe Min Vol Fa	0.31%	7,949	$610K	Add +0.1%
VEA Vanguard Ftse Developed ETF	0.31%	11,446	$604K	Add +6.8%
VZ Verizon Communications Inc.	0.29%	12,448	$559K	Add +29.5%
NOW ServiceNow Inc.	0.28%	619	$554K	Reduce -0.3%
SCHV Schwab US Large-Cap Value	0.28%	6,855	$551K	Add +1.0%
SCHE Schwab Emrg Mrkts Eqty ETF	0.28%	18,835	$550K	Reduce -2.2%
VTI VG Morningstar TS MKT ETF-US	0.28%	1,920	$544K	Add +0.1%
JNK SS SPDR BB High Yield Bond	0.28%	5,550	$543K	Add +0.5%
TMO Thermo Fisher Scientific Inc.	0.27%	861	$533K	Reduce -0.1%
IEMG iShares Core MSCI Emerging	0.27%	9,120	$524K	Reduce -0.1%
VEU Vanguard Ftse All-World Ex-U	0.25%	7,813	$492K	Add +0.3%
MA Mastercard Inc. Class A	0.25%	995	$491K	Reduce -1.3%
TSLA Tesla Inc.	0.25%	1,855	$485K	Add +2.8%
IBHD iShares Ibonds 2024 H/Y Inc.	0.25%	20,517	$478K	No change
EFA iShares MSCI Eafe ETF	0.22%	5,225	$437K	No change
ACN Accenture PLC Class A	0.22%	1,231	$435K	Add +0.2%
EAGG iShares ESG Aware US Aggrega	0.22%	8,824	$429K	Add +3.6%
VWO Vanguard Ftse Emerging Marke	0.21%	8,676	$415K	Add +20.0%
NUHY Nuveen ESG Hi YLD Corp. BND	0.21%	19,091	$414K	No change
GOOGL Alphabet Inc. Class A	0.21%	2,434	$404K	Add +3.0%
WEC WEC Energy Group Inc.	0.21%	4,174	$401K	Reduce -3.9%
IEFA iShares Core MSCI Eafe ETF	0.20%	4,960	$387K	Add +4.9%
ABT Abbott Laboratories	0.20%	3,382	$386K	Reduce -0.2%
SKYY First Trust Cloud Computing	0.20%	3,734	$382K	New
SAP Sap SE-Sponsored ADR	0.19%	1,604	$367K	Reduce -3.8%
UNH Unitedhealth Group Inc.	0.19%	627	$367K	Reduce -0.9%
SONY Sony Group Corp. - SP ADR	0.19%	3,792	$366K	Add +2.6%
BA The Boeing Co.	0.18%	2,285	$347K	Add +24.0%
IYW iShares Ustechnology ETF	0.17%	2,248	$341K	Add +0.0%
MSCI MSCI Inc.	0.17%	583	$340K	New
ASML ASML Holding NV-NY Reg SHS	0.17%	396	$330K	Add +4.5%
NUSC Nuveen ESG Small-Cap ETF	0.17%	7,644	$327K	Reduce -0.0%
WFC Wells Fargo & Co.	0.17%	5,795	$327K	Reduce -0.3%
WDAY Workday Inc. Class A	0.17%	1,325	$324K	Add +46.7%
UL Unilever PLC	0.17%	4,975	$323K	Add +14.7%
AWK American Water Works Co. Inc.	0.17%	2,200	$322K	Reduce -0.6%
MRK Merck & Co. Inc.	0.16%	2,809	$319K	Reduce -1.0%
AMAT Applied Materials Inc.	0.16%	1,577	$319K	Add +17.6%
ZTS Zoetis Inc.	0.16%	1,595	$312K	Reduce -1.1%
MDT Medtronic PLC	0.16%	3,382	$304K	No change
LOW Lowe's Cos Inc.	0.15%	1,113	$301K	Add +0.4%
RSG Republic Services Inc.	0.15%	1,495	$300K	Reduce -0.9%
ALTL Pacer Lunt Large Cap Alterna	0.15%	7,853	$300K	New
TDY Teledyne Technologies Inc.	0.15%	685	$300K	Add +1.9%
WSO Watsco Inc.	0.15%	601	$296K	Reduce -0.7%
ABNB Airbnb Inc. Class A	0.15%	2,317	$294K	Reduce -0.5%
ADP Automatic Data Processing	0.15%	1,058	$293K	Reduce -0.5%
CP Canadian Pacific Kansas City	0.15%	3,419	$292K	Add +4.2%
IWO iShares Russell 2000 Growth	0.15%	1,018	$289K	Add +0.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.15%	7,206	$286K	Reduce -13.4%
ARES Ares Management Corp. Class A	0.15%	1,834	$286K	Reduce -0.7%
COF Capital One Financial Corp.	0.14%	1,850	$277K	Reduce -0.8%
FCTR First Trust Lunt US Factor	0.14%	8,867	$276K	New
HD Home Depot Inc.	0.14%	675	$274K	Reduce -0.9%
BRK.B Berkshire Hathaway Inc. Class B	0.14%	594	$273K	New
AZN Astrazeneca PLC-Spons ADR	0.14%	3,504	$273K	Add +4.0%
OKE Oneok Inc.	0.14%	2,953	$269K	Reduce -0.4%
XOM Exxon Mobil Corp.	0.14%	2,291	$269K	Add +1.7%
GE General Electric filed as GE AEROSPACE	0.14%	1,412	$266K	New
ALC Alcon Inc. filed as ALCON AG	0.13%	2,620	$262K	Reduce -19.4%
BSJP Invesco Bulletshares 2025 HY	0.13%	11,327	$262K	Add +26.5%
LYG Lloyds Banking Group PLC-ADR	0.13%	82,449	$257K	Add +46.9%
TTE Totalenergies SE -Spon ADR	0.13%	3,957	$256K	Add +8.5%
MCD McDonald's Corp.	0.13%	835	$254K	Reduce -1.1%
PH Parker Hannifin Corp.	0.13%	394	$249K	New
AIG American International Group	0.13%	3,389	$248K	New
FDS Factset Research Systems Inc.	0.13%	539	$248K	Add +3.5%
DTD Wisdomtree US Total Dividend	0.13%	3,198	$245K	Add +0.5%
MAA Mid-America Apartment Comm	0.13%	1,541	$245K	Reduce -0.5%
XLE SS Energy Select Sector	0.13%	2,785	$245K	Add +1.3%
NVS Novartis AG-Sponsored ADR	0.12%	2,108	$242K	Add +5.1%
C Citigroup Inc.	0.12%	3,845	$241K	Add +8.0%
ESGV Vanguard ESG US Stock ETF	0.12%	2,347	$239K	No change
OLLI Ollie's Bargain Outlet Holdi	0.12%	2,441	$237K	Add +2.3%
RYAN Ryan Specialty Holdings Inc.	0.12%	3,572	$237K	No change
IJH iShares Core S&P Midcap ETF	0.12%	3,801	$237K	Reduce -2.4%
TXN Texas Instruments Inc.	0.12%	1,130	$233K	Add +2.2%
RELX Relx PLC - Spon ADR	0.12%	4,875	$231K	Add +3.6%
ABBV Abbvie Inc.	0.12%	1,170	$231K	Reduce -0.3%
FICO Fair Isaac Corp.	0.12%	117	$227K	New
IT Gartner Inc.	0.12%	444	$225K	New
LMAT Lemaitre Vascular Inc.	0.11%	2,381	$221K	New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.11%	996	$220K	New
IWP iShares Russell Mid-Cap Grow	0.11%	1,860	$218K	New
APD Air Products & Chemicals Inc.	0.11%	722	$215K	New
IBDQ iShares Ibonds Dec 2025 Term	0.11%	8,456	$212K	No change
IVV iShares Core S&P 500 ETF	0.11%	368	$212K	New
FCX Freeport-McMoran Inc.	0.11%	4,221	$211K	New
DHI D.R. Horton Inc.	0.11%	1,097	$209K	New
LEN Lennar Corp. Class A	0.11%	1,098	$206K	New
HEI.A Heico Corp. Class A	0.11%	1,006	$205K	New
CRH CRH PLC	0.10%	2,191	$203K	New
SNA Snap-on Inc.	0.10%	693	$201K	New
BSCT Invesco Bulletshares 2029 CB	0.10%	10,111	$190K	New
HLN Haleon PLC-ADR	0.08%	15,542	$164K	Reduce -41.6%
BBVA Banco Bilbao Vizcaya-SP ADR	0.08%	13,569	$147K	New
KYN Kayne Anderson Energy Infra	0.06%	11,100	$122K	No change
RITM Rithm Capital Corp.	0.06%	10,100	$115K	New
MUFG Mitsubishi Ufj Finl-Spon ADR	0.05%	10,444	$106K	Add +0.0%
JPC Nuveen Prefered & Income Opp	0.04%	10,840	$87K	No change

Portfolio Sells Q2 2024 → Q3 2024


LLAP Terran Orbital Corp.	Reduce -8.9%	0.66%	−1.90
BSCO Invesco Bulletshares 2024 CB	Reduce -16.8%	1.95%	−0.59
CRM Salesforce Inc.	Sold out	0.00%	−0.33
MSFT Microsoft Corp.	Reduce -7.2%	1.05%	−0.22
BSJO Invesco Bulletshares 2024 HY	Reduce -15.4%	0.67%	−0.19
GOOG Alphabet Inc. Class C	Reduce -12.4%	0.47%	−0.17
ADSK Autodesk Inc.	Sold out	0.00%	−0.15
MU Micron Technology Inc.	Sold out	0.00%	−0.12
WMB Williams Cos Inc.	Sold out	0.00%	−0.12
JPM JPMorgan Chase & Co.	Sold out	0.00%	−0.12
DIS The Walt Disney Co.	Sold out	0.00%	−0.11
PCG P G & E Corp.	Sold out	0.00%	−0.10
BSCQ Invesco Bulletshares 2026 CB	Reduce -0.3%	1.06%	−0.07
NET Cloudflare Inc. Class A	Reduce -0.1%	0.60%	−0.07
IAGG iShares Intl Aggregate Bond	Reduce -0.5%	1.14%	−0.06
ABNB Airbnb Inc. Class A	Reduce -0.5%	0.15%	−0.05
HLN Haleon PLC-ADR	Reduce -41.6%	0.08%	−0.04
BAC Bank of America Corp.	Reduce -13.4%	0.15%	−0.04
BIV Vanguard Intermediate-Term B	Reduce -0.9%	0.83%	−0.04
MRK Merck & Co. Inc.	Reduce -1.0%	0.16%	−0.03
IWF iShares Russell 1000 Growth	Reduce -2.7%	0.37%	−0.03
ALC Alcon Inc.	Reduce -19.4%	0.13%	−0.03
WFC Wells Fargo & Co.	Reduce -0.3%	0.17%	−0.02
ILCG iShares Morningstar Growth E	Reduce -0.1%	0.38%	−0.02
V Visa Inc. Class A	Reduce -1.0%	0.41%	−0.02
VYM Vanguard High DVD Yield ETF	Reduce -0.6%	1.74%	−0.02
RSG Republic Services Inc.	Reduce -0.9%	0.15%	−0.01
VTV Vanguard Mrngstr Val ETF-Aui	Reduce -1.0%	1.14%	−0.01
IJH iShares Core S&P Midcap ETF	Reduce -2.4%	0.12%	−0.01
WSO Watsco Inc.	Reduce -0.7%	0.15%	−0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd	Reduce -1.3%	0.42%	−0.00
IEMG iShares Core MSCI Emerging	Reduce -0.1%	0.27%	−0.00
SCHE Schwab Emrg Mrkts Eqty ETF	Reduce -2.2%	0.28%	−0.00
VIOG Vanguard S&P SM Cap 600 GRW	Reduce -0.7%	0.33%	−0.00
COF Capital One Financial Corp.	Reduce -0.8%	0.14%	−0.00
SCHC Schwab Intl Small-Cap Equity	Reduce -0.2%	0.35%	−0.00
NUSC Nuveen ESG Small-Cap ETF	Reduce -0.0%	0.17%	+0.00
SAP Sap SE-Sponsored ADR	Reduce -3.8%	0.19%	+0.00
ABT Abbott Laboratories	Reduce -0.2%	0.20%	+0.00
MAA Mid-America Apartment Comm	Reduce -0.5%	0.13%	+0.00
OKE Oneok Inc.	Reduce -0.4%	0.14%	+0.00
ZTS Zoetis Inc.	Reduce -1.1%	0.16%	+0.00
MA Mastercard Inc. Class A	Reduce -1.3%	0.25%	+0.00
AWK American Water Works Co. Inc.	Reduce -0.6%	0.17%	+0.01
ABBV Abbvie Inc.	Reduce -0.3%	0.12%	+0.01
TMO Thermo Fisher Scientific Inc.	Reduce -0.1%	0.27%	+0.01
VBR Vngrd Mrngst SL-CP Val ETF-U	Reduce -0.7%	1.23%	+0.01
UNH Unitedhealth Group Inc.	Reduce -0.9%	0.19%	+0.01
ADP Automatic Data Processing	Reduce -0.5%	0.15%	+0.01
ARES Ares Management Corp. Class A	Reduce -0.7%	0.15%	+0.01

Portfolio Buys Q2 2024 → Q3 2024


SPY SS SPDR S&P 500 ETF Trust-US	Add +164.4%	0.68%	+0.42
PALC Pacer Lunt LRG Cap Multi-Fac	New	0.32%	+0.32
SCHD Schwab US DVD Equity ETF	Add +5.0%	6.24%	+0.31
AAPL Apple Inc.	Add +66.1%	0.64%	+0.26
SCHF Schwab Intl Equity ETF	Add +4.9%	6.85%	+0.23
ORCL Oracle Corp.	Add +124.9%	0.35%	+0.21
SKYY First Trust Cloud Computing	New	0.20%	+0.20
MSCI MSCI Inc.	New	0.17%	+0.17
SPDW Ste STR SPDR PT DW Eu ETF	Add +12.2%	1.67%	+0.16
FREL Fidelity MSCI RL Est Indx	Add +3.5%	1.57%	+0.16
ALTL Pacer Lunt Large Cap Alterna	New	0.15%	+0.15
FCTR First Trust Lunt US Factor	New	0.14%	+0.14
AGG iShares Core U.S. Aggregate	Add +7.2%	4.76%	+0.14
BRK.B Berkshire Hathaway Inc. Class B	New	0.14%	+0.14
GE General Electric	New	0.14%	+0.14
PH Parker Hannifin Corp.	New	0.13%	+0.13
AIG American International Group	New	0.13%	+0.13
SLYV SS SPDR S&P 600 SC Val ETF	Add +5.4%	1.73%	+0.12
FICO Fair Isaac Corp.	New	0.12%	+0.12
IT Gartner Inc.	New	0.12%	+0.12
LMAT Lemaitre Vascular Inc.	New	0.11%	+0.11
IBM Intl Business Machines Corp.	New	0.11%	+0.11
IWP iShares Russell Mid-Cap Grow	New	0.11%	+0.11
APD Air Products & Chemicals Inc.	New	0.11%	+0.11
IVV iShares Core S&P 500 ETF	New	0.11%	+0.11
FCX Freeport-McMoran Inc.	New	0.11%	+0.11
DHI D.R. Horton Inc.	New	0.11%	+0.11
LEN Lennar Corp. Class A	New	0.11%	+0.11
SPEM State Street SP PTF Em ETF	Add +5.5%	1.70%	+0.11
HEI.A Heico Corp. Class A	New	0.11%	+0.11
CRH CRH PLC	New	0.10%	+0.10
SNA Snap-on Inc.	New	0.10%	+0.10
BSCT Invesco Bulletshares 2029 CB	New	0.10%	+0.10
SHOP Shopify Inc. Class A	Add +25.6%	0.32%	+0.09
BBVA Banco Bilbao Vizcaya-SP ADR	New	0.08%	+0.08
SCHM Schwab US Mid Cap ETF	Add +5.3%	2.14%	+0.07
IBDP iShares Ibonds Dec 2024 Term	Add +21.8%	0.65%	+0.07
SLYG SS SPDR S&P 600 SC GR ETF	Add +2.9%	2.52%	+0.07
VZ Verizon Communications Inc.	Add +29.5%	0.29%	+0.07
RITM Rithm Capital Corp.	New	0.06%	+0.06
WDAY Workday Inc. Class A	Add +46.7%	0.17%	+0.05
TSLA Tesla Inc.	Add +2.8%	0.25%	+0.05
LYG Lloyds Banking Group PLC-ADR	Add +46.9%	0.13%	+0.05
VNQ Vanguard Real Estate ETF	Add +0.1%	0.60%	+0.04
VWO Vanguard Ftse Emerging Marke	Add +20.0%	0.21%	+0.04
UL Unilever PLC	Add +14.7%	0.17%	+0.03
VSS Vanguard Ftse All Wo X-US SC	Add +3.2%	1.50%	+0.03
META Meta Platforms Inc. Class A	Add +2.1%	0.41%	+0.03
BSJP Invesco Bulletshares 2025 HY	Add +26.5%	0.13%	+0.02
LOW Lowe's Cos Inc.	Add +0.4%	0.15%	+0.02

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q4 2025	46	$68.7M	SCHF, VONG, SCHD, AGG, BNDX
Q3 2025	171	$227.6M	SCHF, VONG, SCHD, BNDX, AGG
Q2 2025	157	$212.3M	SCHF, VONG, BNDX, SCHD, AGG
Q1 2025	149	$191.7M	SCHF, VONG, BNDX, SCHD, AGG
Q4 2024	147	$189.6M	VONG, SCHF, BNDX, SCHD, AGG
Q3 2024	156	$194.8M	VONG, SCHF, BNDX, SCHD, AGG
Q2 2024	138	$179.6M	VONG, SCHF, BNDX, SCHD, AGG
Q1 2024	135	$179.3M	VONG, SCHF, BNDX, SCHD, AGG