Blue Barn Wealth, LLC

Name: Blue Barn Wealth, LLC 13F holdings, Q2 2025
Creator: Blue Barn Wealth, LLC
Published: 2025-08-05

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

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Blue Barn Wealth, LLC reported 157 stock positions worth $212.3 million. Its top holding was Schwab Intl Equity ETF (SCHF) at 9.0% of the portfolio, followed by Vanguard Russell 1000 Growth (VONG, 8.5%) and Vanguard Total Intl Bond ETF (BNDX, 6.6%). Compared with Q1 2025, it opened 17 new positions, sold out of 9, added to 84 and reduced 53. The biggest buy was Vanguard Russell 1000 Growth (VONG, shares +0%) and the biggest sale Invesco Bulletshares 2025 CB (BSCP, shares −17%).

Most Recent 13F: Q4 2025
Location: OREM, UT
CIK: 0001879206
Portfolio Value: $212.3M (Q2 2025)
SEC Filing: 0001879206-25-000003 ↗ filed Aug 5, 2025

Holdings Value

Holdings 157 stocks · $212.3M


SCHF Schwab Intl Equity ETF	8.97%	861,569	$19.0M	Add +1.5%
VONG Vanguard Russell 1000 Growth	8.45%	164,289	$17.9M	Add +0.2%
BNDX Vanguard Total Intl Bond ETF	6.61%	281,694	$14.0M	Add +0.1%
SCHD Schwab US DVD Equity ETF	6.13%	491,076	$13.0M	Add +3.0%
AGG iShares Core U.S. Aggregate	5.37%	114,887	$11.4M	Add +3.3%
SHYG iShares 0-5 YR HY Corp. Bond	3.69%	181,417	$7.8M	Add +2.3%
SLYG SS SPDR S&P 600 SC GR ETF	2.71%	64,931	$5.8M	Add +11.5%
SCHM Schwab US Mid Cap ETF	2.27%	172,087	$4.8M	Add +5.4%
BSCP Invesco Bulletshares 2025 CB	2.09%	211,377	$4.4M	Reduce -17.0%
SCHG Schwab US Large-Cap Growth	2.02%	146,468	$4.3M	Reduce -1.2%
SPEM State Street SP PTF Em ETF	1.97%	97,749	$4.2M	Add +3.0%
SLYV SS SPDR S&P 600 SC Val ETF	1.92%	51,096	$4.1M	Add +14.4%
SPDW Ste STR SPDR PT DW Eu ETF	1.75%	91,629	$3.7M	Add +16.3%
VSS Vanguard Ftse All Wo X-US SC	1.75%	27,580	$3.7M	Reduce -0.5%
VYM Vanguard High DVD Yield ETF	1.62%	25,769	$3.4M	Add +2.7%
FREL Fidelity MSCI RL Est Indx	1.54%	120,775	$3.3M	Add +3.2%
BSCQ Invesco Bulletshares 2026 CB	1.38%	149,433	$2.9M	Add +2.0%
NET Cloudflare Inc. Class A	1.35%	14,674	$2.9M	Add +2.5%
IAGG iShares Intl Aggregate Bond	1.34%	55,625	$2.8M	Add +14.0%
MSFT Microsoft Corp.	1.29%	5,510	$2.7M	Add +11.2%
SCHZ Schwab US Aggregate Bond ETF	1.12%	102,198	$2.4M	Reduce -2.5%
BSCR Invesco Bulletshares 2027 CB	1.08%	116,613	$2.3M	Add +0.5%
VBR Vngrd Mrngst SL-CP Val ETF-U	1.08%	11,710	$2.3M	Add +0.2%
VTV Vanguard Mrngstr Val ETF-Aui	1.02%	12,306	$2.2M	Reduce -1.1%
NVDA Nvidia Corp.	1.00%	13,455	$2.1M	Add +48.6%
AMZN Amazon.com Inc.	0.96%	9,353	$2.0M	Reduce -13.1%
BSCS Invesco Bulletshares 2028 CB	0.87%	90,562	$1.9M	Add +2.7%
IWB iShares Russell 1000 ETF	0.87%	5,409	$1.8M	Reduce -3.7%
ADBE Adobe Inc.	0.76%	4,193	$1.6M	Add +5.1%
SPY SS SPDR S&P 500 ETF Trust-US	0.68%	2,327	$1.4M	Add +164.1%
BIV Vanguard Intermediate-Term B	0.64%	17,443	$1.3M	Reduce -6.8%
IBDQ iShares Ibonds Dec 2025 Term	0.61%	51,607	$1.3M	Add +16.4%
BSCT Invesco Bulletshares 2029 CB	0.58%	65,601	$1.2M	Add +13.8%
META Meta Platforms Inc. Class A	0.56%	1,615	$1.2M	Add +14.6%
ORCL Oracle Corp.	0.56%	5,408	$1.2M	Add +1.5%
V Visa Inc. Class A	0.51%	3,042	$1.1M	Add +5.0%
VNQ Vanguard Real Estate ETF	0.50%	11,998	$1.1M	Add +1.0%
NFLX Netflix Inc.	0.48%	762	$1.0M	Add +6.6%
BGRN iShares Usd Green Bond ETF	0.48%	21,188	$1.0M	Add +3.7%
GOOG Alphabet Inc. Class C	0.46%	5,511	$978K	Add +5.0%
BSJP Invesco Bulletshares 2025 HY	0.44%	40,729	$940K	Reduce -28.3%
IWF iShares Russell 1000 Growth	0.41%	2,051	$871K	Add +14.6%
AAPL Apple Inc.	0.40%	4,119	$845K	Reduce -23.0%
ILCG iShares Morningstar Growth E	0.40%	8,718	$845K	Add +0.2%
SHOP Shopify Inc. Class A	0.38%	6,948	$801K	Reduce -0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.38%	2,891	$798K	Reduce -1.2%
SCHC Schwab Intl Small-Cap Equity	0.36%	18,074	$767K	Reduce -0.6%
MDY State Street SPDR S&P Midcap	0.34%	1,276	$723K	Reduce -5.6%
IJR iShares Core S&P Small-Cap E	0.33%	6,517	$697K	Add +6.5%
QCOM Qualcomm Inc.	0.32%	4,327	$689K	Reduce -1.3%
TSLA Tesla Inc.	0.31%	2,081	$661K	Add +10.1%
BND Vanguard Total Bond Market	0.30%	8,535	$628K	Reduce -3.2%
MA Mastercard Inc. Class A	0.28%	1,042	$586K	Add +5.3%
JNK SS SPDR BB High Yield Bond	0.27%	5,910	$575K	Reduce -1.0%
SCHV Schwab US Large-Cap Value	0.26%	19,981	$553K	Reduce -0.6%
BA The Boeing Co.	0.26%	2,594	$544K	Add +1.8%
AVGO Broadcom Inc.	0.26%	1,969	$543K	Add +18.2%
VIOG Vanguard S&P SM Cap 600 GRW	0.25%	4,685	$536K	Reduce -0.2%
IEMG iShares Core MSCI Emerging	0.25%	8,885	$533K	Reduce -16.8%
VEU Vanguard Ftse All-World Ex-U	0.25%	7,750	$521K	Add +0.6%
VTI VG Morningstar TS MKT ETF-US	0.24%	1,706	$519K	No change
VZ Verizon Communications Inc.	0.24%	11,970	$518K	Reduce -7.5%
EFAV iShares MSCI Eafe Min Vol Fa	0.24%	6,125	$515K	Reduce -1.7%
SONY Sony Group Corp. - SP ADR	0.24%	19,662	$512K	Add +1.5%
LLY Eli Lilly & Co.	0.24%	641	$500K	Add +8.5%
ACN Accenture PLC Class A	0.23%	1,645	$492K	Add +74.1%
ABT Abbott Laboratories	0.23%	3,588	$488K	Add +6.4%
GOOGL Alphabet Inc. Class A	0.23%	2,769	$488K	Add +11.6%
SCHE Schwab Emrg Mrkts Eqty ETF	0.22%	15,603	$470K	Reduce -10.3%
VWO Vanguard Ftse Emerging Marke	0.22%	9,346	$462K	Add +16.0%
WFC Wells Fargo & Co.	0.22%	5,742	$460K	Add +15.1%
WEC WEC Energy Group Inc.	0.21%	4,330	$451K	Add +3.2%
NUHY Nuveen ESG Hi YLD Corp. BND	0.21%	20,463	$444K	Add +2.5%
SAP Sap SE-Sponsored ADR	0.21%	1,451	$441K	Reduce -0.1%
EFA iShares MSCI Eafe ETF	0.20%	4,726	$422K	Reduce -6.4%
VEA Vanguard Ftse Developed ETF	0.20%	7,430	$422K	Reduce -5.2%
NOW ServiceNow Inc.	0.20%	407	$418K	Add +32.1%
EAGG iShares ESG Aware US Aggrega	0.20%	8,772	$417K	Reduce -2.2%
OLLI Ollie's Bargain Outlet Holdi	0.19%	3,114	$410K	Add +2.8%
ZTS Zoetis Inc.	0.19%	2,613	$408K	Reduce -2.1%
IBHE iShares Ibonds 2025 H/Y Inc.	0.19%	17,338	$403K	No change
HD Home Depot Inc.	0.19%	1,096	$402K	Add +55.2%
VCSH Vanguard S/T Corp. Bond ETF	0.19%	5,050	$401K	Reduce -8.4%
AMAT Applied Materials Inc.	0.19%	2,184	$400K	Add +13.4%
COF Capital One Financial Corp.	0.19%	1,847	$393K	Reduce -1.8%
IYW iShares Ustechnology ETF	0.18%	2,251	$390K	Add +0.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.18%	8,053	$381K	Add +5.7%
BSV Vanguard Short-Term Bond ETF	0.18%	4,819	$379K	Reduce -8.9%
IEFA iShares Core MSCI Eafe ETF	0.18%	4,612	$378K	Reduce -23.1%
JPM JPMorgan Chase & Co.	0.17%	1,280	$371K	Add +36.8%
SBUX Starbucks Corp.	0.17%	3,839	$352K	Add +45.3%
GE General Electric filed as GE AEROSPACE	0.16%	1,348	$347K	Add +9.2%
MSCI MSCI Inc.	0.16%	593	$342K	Add +1.5%
C Citigroup Inc.	0.16%	3,968	$338K	Add +6.3%
NVO Novo-Nordisk A/S-Spons ADR	0.16%	4,843	$334K	Reduce -5.3%
TMO Thermo Fisher Scientific Inc.	0.16%	823	$334K	Reduce -0.8%
ADP Automatic Data Processing	0.16%	1,072	$331K	Add +1.4%
UL Unilever PLC	0.16%	5,381	$329K	Add +1.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.15%	1,111	$328K	Add +9.1%
ARES Ares Management Corp. Class A	0.15%	1,865	$323K	Add +1.3%
SE Sea Ltd.-ADR	0.15%	1,970	$315K	Add +7.3%
XLE SS Energy Select Sector	0.15%	3,107	$312K	Add +11.6%
AIG American International Group	0.15%	3,616	$309K	Reduce -0.4%
OKE Oneok Inc.	0.14%	3,765	$307K	Add +0.7%
WDAY Workday Inc. Class A	0.14%	1,267	$304K	Reduce -2.4%
RSG Republic Services Inc.	0.14%	1,230	$303K	Reduce -18.4%
MUFG Mitsubishi Ufj Finl-Spon ADR	0.14%	21,727	$298K	Add +1.9%
MDT Medtronic PLC	0.14%	3,419	$298K	Reduce -2.9%
TDY Teledyne Technologies Inc.	0.14%	577	$296K	Reduce -13.4%
APD Air Products & Chemicals Inc.	0.14%	1,043	$294K	Add +0.6%
TXN Texas Instruments Inc.	0.14%	1,413	$293K	Add +20.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.14%	2,344	$291K	Add +7.6%
ABNB Airbnb Inc. Class A	0.14%	2,189	$290K	Reduce -4.3%
BRK.B Berkshire Hathaway Inc. Class B	0.14%	593	$288K	Add +10.6%
NUSC Nuveen ESG Small-Cap ETF	0.14%	7,059	$288K	Reduce -0.0%
XOM Exxon Mobil Corp.	0.13%	2,652	$286K	Add +18.3%
PH Parker Hannifin Corp.	0.13%	406	$284K	Add +5.5%
HEI.A Heico Corp. Class A	0.13%	1,094	$283K	Add +2.5%
IWO iShares Russell 2000 Growth	0.13%	986	$282K	Add +0.1%
AWK American Water Works Co. Inc.	0.13%	2,021	$281K	Reduce -4.2%
LOW Lowe's Cos Inc.	0.13%	1,253	$278K	Reduce -0.8%
RELX Relx PLC - Spon ADR	0.13%	5,100	$277K	Add +2.7%
IJH iShares Core S&P Midcap ETF	0.13%	4,386	$272K	Add +7.4%
AON Aon PLC Class A	0.13%	758	$270K	Reduce -6.3%
WSO Watsco Inc.	0.13%	609	$269K	Reduce -0.5%
TTE Totalenergies SE -Spon ADR	0.13%	4,352	$267K	Add +0.1%
ABBV Abbvie Inc.	0.12%	1,425	$264K	Add +11.3%
NVS Novartis AG-Sponsored ADR	0.12%	2,185	$264K	Reduce -0.1%
NWG Natwest Group PLC -Spon ADR	0.12%	17,934	$254K	New
MCD McDonald's Corp.	0.12%	868	$254K	Reduce -3.2%
UBER Uber Technologies Inc.	0.11%	2,591	$242K	New
PM Philip Morris International	0.11%	1,308	$238K	New
GILD Gilead Sciences Inc.	0.11%	2,147	$238K	Add +6.7%
MAA Mid-America Apartment Comm	0.11%	1,537	$227K	Reduce -1.1%
DTD Wisdomtree US Total Dividend	0.11%	2,839	$226K	Reduce -12.0%
IDXX Idexx Laboratories Inc.	0.11%	420	$225K	New
F Ford Motor Co. filed as FORD MTR CO	0.10%	20,496	$222K	New
MRK Merck & Co. Inc.	0.10%	2,800	$222K	Reduce -0.7%
IBDR iShares Ibonds Dec 2026 Term	0.10%	9,112	$221K	No change
CTVA Corteva Inc.	0.10%	2,953	$220K	New
MS Morgan Stanley	0.10%	1,557	$219K	New
SNA Snap-on Inc.	0.10%	703	$219K	Add +0.4%
IWP iShares Russell Mid-Cap Grow	0.10%	1,572	$218K	New
HDB HDFC Bank Ltd.-ADR	0.10%	2,837	$218K	New
STRL Sterling Infrastructure Inc.	0.10%	931	$215K	New
TT Trane Technologies PLC	0.10%	491	$215K	New
BBVA Banco Bilbao Vizcaya-SP ADR	0.10%	13,947	$214K	Add +2.0%
RTX RTX Corp.	0.10%	1,466	$214K	New
SCHK Schwab 1000 Index ETF	0.10%	7,170	$214K	New
ADSK Autodesk Inc.	0.10%	686	$212K	New
GLW Corning Inc.	0.10%	4,008	$211K	New
VRTX Vertex Pharmaceuticals Inc.	0.10%	470	$209K	Add +8.8%
FDS Factset Research Systems Inc.	0.10%	457	$204K	New
ESGE iShares Inc. iShares ESG Awar	0.10%	5,181	$203K	New
FCX Freeport-McMoran Inc.	0.10%	4,651	$202K	Reduce -18.5%
LYG Lloyds Banking Group PLC-ADR	0.07%	35,415	$151K	Reduce -60.5%
AES AES Corp.	0.06%	12,742	$134K	Reduce -0.5%

Portfolio Sells Q1 2025 → Q2 2025


BSCP Invesco Bulletshares 2025 CB	Reduce -17.0%	2.09%	−0.66
BSJP Invesco Bulletshares 2025 HY	Reduce -28.3%	0.44%	−0.24
AAPL Apple Inc.	Reduce -23.0%	0.40%	−0.22
SCHZ Schwab US Aggregate Bond ETF	Reduce -2.5%	1.12%	−0.15
UNH Unitedhealth Group Inc.	Sold out	0.00%	−0.12
ESGV Vanguard ESG US Stock ETF	Sold out	0.00%	−0.12
RYAN Ryan Specialty Holdings Inc.	Sold out	0.00%	−0.12
BIV Vanguard Intermediate-Term B	Reduce -6.8%	0.64%	−0.11
CVX Chevron Corp.	Sold out	0.00%	−0.11
LYG Lloyds Banking Group PLC-ADR	Reduce -60.5%	0.07%	−0.11
AZN Astrazeneca PLC-Spons ADR	Sold out	0.00%	−0.10
AMZN Amazon.com Inc.	Reduce -13.1%	0.96%	−0.10
VTV Vanguard Mrngstr Val ETF-Aui	Reduce -1.1%	1.02%	−0.10
PCG P G & E Corp.	Sold out	0.00%	−0.09
KYN Kayne Anderson Energy Infra	Sold out	0.00%	−0.07
VZ Verizon Communications Inc.	Reduce -7.5%	0.24%	−0.06
RITM Rithm Capital Corp.	Sold out	0.00%	−0.06
IEFA iShares Core MSCI Eafe ETF	Reduce -23.1%	0.18%	−0.06
TMO Thermo Fisher Scientific Inc.	Reduce -0.8%	0.16%	−0.06
IEMG iShares Core MSCI Emerging	Reduce -16.8%	0.25%	−0.05
RSG Republic Services Inc.	Reduce -18.4%	0.14%	−0.05
JPC Nuveen Prefered & Income Opp	Sold out	0.00%	−0.04
BND Vanguard Total Bond Market	Reduce -3.2%	0.30%	−0.04
AON Aon PLC Class A	Reduce -6.3%	0.13%	−0.04
VCSH Vanguard S/T Corp. Bond ETF	Reduce -8.4%	0.19%	−0.04
BSV Vanguard Short-Term Bond ETF	Reduce -8.9%	0.18%	−0.04
ZTS Zoetis Inc.	Reduce -2.1%	0.19%	−0.04
MDY State Street SPDR S&P Midcap	Reduce -5.6%	0.34%	−0.04
WSO Watsco Inc.	Reduce -0.5%	0.13%	−0.04
TDY Teledyne Technologies Inc.	Reduce -13.4%	0.14%	−0.03
IWB iShares Russell 1000 ETF	Reduce -3.7%	0.87%	−0.03
AWK American Water Works Co. Inc.	Reduce -4.2%	0.13%	−0.03
MAA Mid-America Apartment Comm	Reduce -1.1%	0.11%	−0.03
SCHE Schwab Emrg Mrkts Eqty ETF	Reduce -10.3%	0.22%	−0.03
MRK Merck & Co. Inc.	Reduce -0.7%	0.10%	−0.03
NVO Novo-Nordisk A/S-Spons ADR	Reduce -5.3%	0.16%	−0.03
MCD McDonald's Corp.	Reduce -3.2%	0.12%	−0.03
QCOM Qualcomm Inc.	Reduce -1.3%	0.32%	−0.03
JNK SS SPDR BB High Yield Bond	Reduce -1.0%	0.27%	−0.03
EAGG iShares ESG Aware US Aggrega	Reduce -2.2%	0.20%	−0.03
MDT Medtronic PLC	Reduce -2.9%	0.14%	−0.02
DTD Wisdomtree US Total Dividend	Reduce -12.0%	0.11%	−0.02
LOW Lowe's Cos Inc.	Reduce -0.8%	0.13%	−0.02
AES AES Corp.	Reduce -0.5%	0.06%	−0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd	Reduce -1.2%	0.38%	−0.02
AIG American International Group	Reduce -0.4%	0.15%	−0.02
SCHV Schwab US Large-Cap Value	Reduce -0.6%	0.26%	−0.02
FCX Freeport-McMoran Inc.	Reduce -18.5%	0.10%	−0.02
EFA iShares MSCI Eafe ETF	Reduce -6.4%	0.20%	−0.02
WDAY Workday Inc. Class A	Reduce -2.4%	0.14%	−0.01

Portfolio Buys Q1 2025 → Q2 2025


VONG Vanguard Russell 1000 Growth	Add +0.2%	8.45%	+0.52
NET Cloudflare Inc. Class A	Add +2.5%	1.35%	+0.51
NVDA Nvidia Corp.	Add +48.6%	1.00%	+0.49
SPY SS SPDR S&P 500 ETF Trust-US	Add +164.1%	0.68%	+0.42
MSFT Microsoft Corp.	Add +11.2%	1.29%	+0.32
SPDW Ste STR SPDR PT DW Eu ETF	Add +16.3%	1.75%	+0.26
SCHF Schwab Intl Equity ETF	Add +1.5%	8.97%	+0.21
SLYG SS SPDR S&P 600 SC GR ETF	Add +11.5%	2.71%	+0.19
ORCL Oracle Corp.	Add +1.5%	0.56%	+0.17
META Meta Platforms Inc. Class A	Add +14.6%	0.56%	+0.14
NFLX Netflix Inc.	Add +6.6%	0.48%	+0.13
NWG Natwest Group PLC -Spon ADR	New	0.12%	+0.12
UBER Uber Technologies Inc.	New	0.11%	+0.11
PM Philip Morris International	New	0.11%	+0.11
AVGO Broadcom Inc.	Add +18.2%	0.26%	+0.11
IDXX Idexx Laboratories Inc.	New	0.11%	+0.11
F Ford Motor Co.	New	0.10%	+0.10
CTVA Corteva Inc.	New	0.10%	+0.10
MS Morgan Stanley	New	0.10%	+0.10
IWP iShares Russell Mid-Cap Grow	New	0.10%	+0.10
HDB HDFC Bank Ltd.-ADR	New	0.10%	+0.10
STRL Sterling Infrastructure Inc.	New	0.10%	+0.10
TT Trane Technologies PLC	New	0.10%	+0.10
RTX RTX Corp.	New	0.10%	+0.10
SCHK Schwab 1000 Index ETF	New	0.10%	+0.10
ADSK Autodesk Inc.	New	0.10%	+0.10
GLW Corning Inc.	New	0.10%	+0.10
FDS Factset Research Systems Inc.	New	0.10%	+0.10
ESGE iShares Inc. iShares ESG Awar	New	0.10%	+0.10
SLYV SS SPDR S&P 600 SC Val ETF	Add +14.4%	1.92%	+0.09
ACN Accenture PLC Class A	Add +74.1%	0.23%	+0.08
IWF iShares Russell 1000 Growth	Add +14.6%	0.41%	+0.07
NOW ServiceNow Inc.	Add +32.1%	0.20%	+0.07
IAGG iShares Intl Aggregate Bond	Add +14.0%	1.34%	+0.07
TSLA Tesla Inc.	Add +10.1%	0.31%	+0.06
JPM JPMorgan Chase & Co.	Add +36.8%	0.17%	+0.06
HD Home Depot Inc.	Add +55.2%	0.19%	+0.05
SCHM Schwab US Mid Cap ETF	Add +5.4%	2.27%	+0.04
AMAT Applied Materials Inc.	Add +13.4%	0.19%	+0.04
GE General Electric	Add +9.2%	0.16%	+0.03
GOOG Alphabet Inc. Class C	Add +5.0%	0.46%	+0.03
IBDQ iShares Ibonds Dec 2025 Term	Add +16.4%	0.61%	+0.03
ILCG iShares Morningstar Growth E	Add +0.2%	0.40%	+0.03
SBUX Starbucks Corp.	Add +45.3%	0.17%	+0.03
WFC Wells Fargo & Co.	Add +15.1%	0.22%	+0.03
GOOGL Alphabet Inc. Class A	Add +11.6%	0.23%	+0.03
BA The Boeing Co.	Add +1.8%	0.26%	+0.03
TXN Texas Instruments Inc.	Add +20.5%	0.14%	+0.03
VWO Vanguard Ftse Emerging Marke	Add +16.0%	0.22%	+0.03
DIS The Walt Disney Co.	Add +7.6%	0.14%	+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