BlueChip Wealth Advisors LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), BlueChip Wealth Advisors LLC reported 168 stock positions worth $243.1 million. Its top holding was Marriott International Class A (MAR) at 7.6% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 5.1%) and Vanguard Ultra Short Bond Et (VUSB, 4.3%). Compared with Q1 2025, it opened 19 new positions, sold out of 3, added to 48 and reduced 48. The biggest buy was Vanguard Ultra Short Bond Et (VUSB, shares +63%) and the biggest sale Pacer US Cash Cows 100 ETF (COWZ, shares −61%).

Most Recent 13F
Q2 2026
Location
Milton, GA
CIK
0002015578
Portfolio Value
$243.1M (Q2 2025)
SEC Filing
0001085146-25-004332 ↗ filed Jul 30, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $155.1M Q1 2024 Q2 2024: $169.8M Q2 2024 Q3 2024: $191.0M Q3 2024 Q4 2024: $180.3M Q4 2024 Q1 2025: $203.7M Q1 2025 Q2 2025: $243.1M $243.1M Q2 2025 Q3 2025: $234.2M Q3 2025 Q4 2025: $237.9M Q4 2025 Q1 2026: $227.8M Q1 2026 Q2 2026: $263.8M Q2 2026

Holdings 168 stocks · $243.1M
MAR Marriott International Class A 7.61% 67,765 $18.5M Reduce -0.1%
SPY SS SPDR S&P 500 ETF Trust-US 5.13% 20,200 $12.5M Add +1.6%
VUSB Vanguard Ultra Short Bond Et 4.29% 209,098 $10.4M Add +62.6%
SCHD Schwab US DVD Equity ETF 4.14% 379,804 $10.1M Add +0.6%
FVD First Trust Value Line DVD 3.69% 200,487 $9.0M Reduce -2.0%
IJH iShares Core S&P Midcap ETF 3.46% 135,504 $8.4M Reduce -2.5%
FDL First Trust Morn DVD Lead Inc. 3.21% 186,226 $7.8M Add +1.2%
IVV iShares Core S&P 500 ETF 2.76% 10,793 $6.7M Reduce -4.1%
QQQ Invesco QQQ Trust Series 1 2.72% 11,981 $6.6M Reduce -2.2%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 2.50% 153,756 $6.1M Add +34.9%
CGGR Cap Group Growth Equity 2.44% 145,662 $5.9M Add +0.8%
RDVY First Trust Rising Dividend 2.22% 86,065 $5.4M Reduce -1.0%
RSP Invesco S&P 500 Equal Weight 2.04% 27,273 $5.0M Add +9.4%
GLD SPDR Gold Shares 2.03% 16,219 $4.9M Reduce -11.9%
DIVO Amplify CWP Enhan Divid ETF 1.86% 106,015 $4.5M Add +4.3%
TDIV FT Nasdaq Tech DVD Index FD 1.83% 49,416 $4.5M Add +2.4%
CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE 1.83% 132,024 $4.4M Add +9.2%
VOO Vanguard S&P 500 ETF 1.63% 6,964 $4.0M Add +97.0%
AAPL Apple Inc. 1.58% 18,697 $3.8M Add +8.0%
NVDA Nvidia Corp. 1.34% 20,556 $3.2M Add +41.3%
VTES Vanguard SH Term Tax-Ex Bond 1.18% 28,302 $2.9M Add +112.5%
DBND Doubleline Oppor Cor BND-Usd 1.12% 58,836 $2.7M Reduce -14.8%
KNG FT Vest S&P 500 DVD Arst TRG 1.05% 52,102 $2.6M Add +1.3%
COWZ Pacer US Cash Cows 100 ETF 1.01% 44,631 $2.5M Reduce -60.9%
MSFT Microsoft Corp. 1.01% 4,937 $2.5M Add +2.0%
SDVY First Trust Smid Cap Rising 0.99% 68,033 $2.4M Add +0.1%
TFC Truist Financial Corp. 0.92% 52,196 $2.2M Reduce -1.6%
FTSM First Trust Enh Short Mat FD 0.87% 35,509 $2.1M Reduce -1.2%
IXUS iShares Core Intl Stock ETF 0.86% 26,922 $2.1M No change
EMLP First Trust North American E 0.82% 53,276 $2.0M Reduce -0.4%
FID First Trust S&P Internationa 0.79% 99,740 $1.9M Reduce -3.2%
FTCS First Trust Capital Strength 0.75% 20,011 $1.8M Reduce -6.3%
JAAA Janus Henderson Aaa Clo ETF 0.72% 34,303 $1.7M Reduce -37.1%
SPMO Invesco S&P 500 Momentum ETF 0.71% 15,391 $1.7M Add +5.9%
HD Home Depot Inc. 0.70% 4,643 $1.7M Reduce -15.3%
IWF iShares Russell 1000 Growth 0.66% 3,800 $1.6M No change
LMBS First Trust Low Duration Opp 0.61% 29,946 $1.5M Reduce -2.9%
QGRO American Century US Quality 0.61% 13,501 $1.5M Add +15.5%
IBIT iShares Bitcoin Trust ETF 0.55% 21,965 $1.3M Add +5.4%
GJUN FT Vest US Equity Moderate B 0.53% 34,444 $1.3M Reduce -4.8%
VIG Vanguard Dividend Apprec ETF 0.52% 6,122 $1.3M Add +15.6%
AMZN Amazon.com Inc. 0.49% 5,414 $1.2M Add +16.5%
MAGS Roundhill Magnificent Seven 0.48% 20,833 $1.2M New
IJR iShares Core S&P Small-Cap E 0.45% 10,112 $1.1M Reduce -0.7%
TBIL F/M US Treasury 3 Month Bill 0.45% 21,985 $1.1M No change
SO The Southern Co. 0.44% 11,624 $1.1M Add +18.9%
META Meta Platforms Inc. Class A 0.43% 1,426 $1.1M Add +7.5%
IWD iShares Russell 1000 Value E 0.43% 5,357 $1.0M No change
FSK FS KKR Capital Corp. 0.43% 50,009 $1.0M Add +26.1%
XLG Invesco S&P 500 Top 50 ETF 0.41% 19,095 $995K Reduce -37.8%
FDD First Trust Stoxx Europe 0.41% 63,436 $986K Reduce -5.1%
NOBL Proshares S&P 500 Dividend A 0.39% 9,385 $945K Reduce -2.5%
BRK.B Berkshire Hathaway Inc. Class B 0.39% 1,942 $943K Add +0.3%
FDEC FT Vest U.S. Equity Buffer E 0.38% 20,000 $933K Add +20.2%
CALF PCR US SM CP CSH CWS ETF-Usd 0.37% 22,444 $894K Add +11.4%
MINT PIMCO Enhanced Short Maturit 0.34% 8,291 $834K No change
TOTL SS Doubleline TR Tact ETF 0.34% 20,524 $823K Reduce -1.7%
SCHM Schwab US Mid Cap ETF 0.32% 28,007 $786K Reduce -0.7%
NEAR iShares SH Dba ETF Usd Inc. 0.32% 15,195 $776K Reduce -6.2%
VNLA Janus Henderson Short Durati 0.31% 15,494 $762K Add +4.7%
V Visa Inc. Class A 0.30% 2,070 $735K Add +1.1%
FTHY First Trust Hi YLD Opp 2027 0.30% 49,195 $731K Reduce -5.8%
BRK.A Berkshire Hathaway Inc. Class A 0.30% 1 $729K No change
JPM JPMorgan Chase & Co. 0.29% 2,418 $701K Add +2.3%
FAAR First Trust Alt Abs Ret ETF 0.29% 25,054 $695K No change
GFEB FT Vest US Equity Moderate B 0.28% 17,744 $692K Add +64.5%
ADP Automatic Data Processing 0.28% 2,217 $684K No change
VTI VG Morningstar TS MKT ETF-US 0.28% 2,218 $674K Reduce -0.4%
QQEW First TR Nasdaq-100 Sel Eq 0.26% 4,718 $644K Reduce -11.6%
GOOG Alphabet Inc. Class C 0.26% 3,623 $643K Add +22.8%
GOCT FT Vest US Equity Moderate B 0.26% 17,458 $638K Reduce -7.6%
MARM Ftvestus Max Buff ETF March 0.26% 19,676 $632K No change
CEG Constellation Energy 0.26% 1,927 $622K New
HYLS FT Tactical High Yield ETF 0.25% 14,576 $609K Reduce -23.5%
FIXD First Trust Smith Opportunis 0.24% 13,165 $578K No change
AIRR First Trust Rba American Ind 0.23% 6,975 $568K Reduce -13.6%
FTGS First Trust Grwth Strgth ETF 0.23% 16,192 $554K No change
DGT SS SPDR Global Dow ETF 0.22% 3,626 $546K New
KO The Coca-Cola Co. 0.22% 7,705 $545K Reduce -27.3%
GMAR FT Vest US Equity Moderate B 0.21% 13,401 $522K No change
IWP iShares Russell Mid-Cap Grow 0.21% 3,724 $516K No change
VOOV Vanguard S&P 500 Value ETF 0.21% 2,690 $508K New
CION Cion Investment Corp. 0.21% 52,976 $507K Add +3.1%
IGSB iShares 1-5Y Inv Grade Corp. 0.21% 9,482 $500K No change
MCD McDonald's Corp. 0.20% 1,671 $488K No change
RDVI FT Vest Rising Dividend Achi 0.20% 19,324 $477K No change
IMCG iShares Morningstar Mid-Cap 0.19% 5,689 $456K Add +2.7%
QQQM Invesco Nasdaq 100 ETF 0.19% 2,000 $454K No change
EEM iShares MSCI Emerging Market 0.18% 9,301 $449K Reduce -0.4%
FTA First Trust L C Val Alp 0.18% 5,613 $441K No change
GPN Global Payments Inc. 0.18% 5,512 $441K No change
FTHI Fthi/First Trust Exchange-TR 0.18% 19,180 $438K No change
AVGO Broadcom Inc. 0.18% 1,567 $432K Add +17.2%
PECO Phillips Edison & Company Inc. 0.18% 12,298 $431K Reduce -29.7%
QTEC First Trust Nasdq 100 Tech I 0.18% 2,007 $427K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.17% 1,474 $421K No change
PANW Palo Alto Networks Inc. 0.17% 2,041 $418K Add +4.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.17% 8,803 $417K Add +4.9%
FDN First Trust DJ Internet Ind 0.17% 1,529 $412K No change
FCTR First Trust Lunt US Factor 0.17% 12,096 $411K No change
XOM Exxon Mobil Corp. 0.17% 3,787 $408K Add +3.8%
BUFR FT Vest Lad Buffervetf-Usd I 0.17% 12,794 $407K New
MFLX First Trust Exchange-Traded 0.17% 24,381 $404K Reduce -17.0%
FTCB FT Core Investment Grade ETF 0.16% 18,874 $397K No change
FDT First Trust Develp MKT Ex-US 0.16% 5,763 $396K No change
BA The Boeing Co. 0.16% 1,885 $395K Add +24.0%
IWR iShares Russell Mid-Cap ETF 0.16% 4,218 $388K No change
COP Conocophillips 0.16% 4,299 $386K Reduce -5.9%
IVE iShares S&P 500 Value ETF 0.16% 1,958 $383K No change
FGD First Trust DJ GL Sel DVD 0.15% 13,634 $375K No change
ICSH iShares Ultra Short Duration 0.15% 7,400 $375K New
FIIG FT Intermed Dur Ig Corp. ETF 0.15% 17,748 $372K No change
JNJ Johnson & Johnson 0.15% 2,373 $362K Add +1.8%
LGOV First TR Long Duration O-ETF 0.15% 16,700 $358K No change
GOOGL Alphabet Inc. Class A 0.15% 2,011 $354K Reduce -3.5%
DJUN FT Vest US Equity Deep Buffe 0.15% 7,842 $353K Reduce -30.4%
SEIE Sei Select Intl Equity filed as SEI EXCHANGE TRADED FUNDS 0.14% 11,917 $351K New
IJJ iShares S&P Mid-Cap 400 Valu 0.14% 2,806 $347K Reduce -33.4%
QJUN FT Vest Nasdaq-100 Buffer Et 0.14% 11,721 $347K Reduce -39.3%
OVT Overlay Shares SHRT Term Bon 0.14% 15,191 $338K No change
ANET Arista Networks Inc. 0.14% 3,221 $330K Add +1.1%
IAU iShares Gold Trust 0.14% 5,277 $329K No change
FTQI First Trust Nasdaq Buywrite 0.13% 16,479 $322K No change
OBDC Blue Owl Capital Corp. 0.13% 26,755 $319K Add +99.1%
BIL SS SPDR BB 1-3M T-Bill ETF 0.13% 3,433 $315K No change
DVY iShares Select Dividend ETF 0.13% 2,342 $311K No change
NFLX Netflix Inc. 0.13% 229 $307K New
PEP Pepsico Inc. 0.13% 2,311 $305K Reduce -13.3%
IJK iShares S&P Mid-Cap 400 Grow 0.13% 3,351 $305K No change
SYY Sysco Corp. 0.12% 4,000 $303K No change
COST Costco Wholesale Corp. 0.12% 304 $301K Reduce -7.0%
BATRA Atlanta Braves Holdings in-A 0.12% 6,000 $295K Reduce -0.2%
JSML Janus Hender SM Cap GRW Alph 0.12% 4,372 $295K No change
COHR Coherent Corp. 0.12% 3,300 $294K New
MATX Matson Inc. 0.12% 2,640 $294K New
FMF First Trust Managed Futures 0.12% 6,409 $290K No change
CVX Chevron Corp. 0.12% 1,952 $279K Add +13.2%
UNH Unitedhealth Group Inc. 0.11% 891 $278K Add +10.0%
JBHT Hunt (jb) Transprt SVCS Inc. 0.11% 1,936 $278K New
IWB iShares Russell 1000 ETF 0.11% 812 $276K No change
IGM iShares Expanded Tech Sector 0.11% 2,392 $269K No change
CB Chubb Ltd. 0.11% 921 $267K No change
SPLV Invesco S&P 500 Low Volatili 0.11% 3,652 $266K No change
ECOW Pacer Emerging Markets Cash 0.11% 11,685 $258K No change
MAS Masco Corp. 0.11% 4,000 $257K No change
XLF SS Financial Select Sector 0.10% 4,856 $254K Add +3.0%
ICOW Pacer Developed Markets Inte 0.10% 7,445 $253K No change
TSLA Tesla Inc. 0.10% 789 $251K Reduce -17.3%
QINT American Century QLTY Diver 0.10% 4,282 $249K No change
GSEP FT Vest US Equity Moderate B 0.10% 6,739 $247K Reduce -25.6%
URI United Rentals Inc. 0.10% 318 $240K Reduce -5.9%
VEA Vanguard Ftse Developed ETF 0.10% 4,082 $233K New
FEX First Trust Large Cap Core A 0.10% 2,109 $232K No change
GMAY FT Vest U.S. Equity Moderate 0.09% 5,830 $228K Reduce -23.1%
IWY iShares Russell Top 200 Grow 0.09% 924 $228K New
IGF iShares Global Infrastructur 0.09% 3,821 $226K No change
FTXO First Trust Nasdaq Bank ETF 0.09% 6,764 $223K No change
EZM Wisdomtree US Midcap Fund 0.09% 3,610 $223K No change
MRK Merck & Co. Inc. 0.09% 2,816 $223K Add +0.8%
NUV Nuveen Municipal Value 0.09% 25,445 $221K No change
QMFE FT NDQ100 Mod Buff ETF - Feb 0.09% 10,503 $218K New
FTC First Trust Large Cap Growth 0.09% 1,426 $215K New
DFAC Dimensional US Core Equity 2 0.09% 5,811 $208K Reduce -11.4%
FEP First Trust Europe 0.09% 4,356 $208K New
FJP First Trust Japan 0.09% 3,468 $207K New
TAIL Cambria Tail Risk ETF 0.08% 17,077 $205K New
MDY State Street SPDR S&P Midcap 0.08% 361 $204K New
CLM Cornerstone Strategic Invest 0.05% 13,497 $110K Add +3.1%

Portfolio Sells Q1 2025 → Q2 2025
COWZ Pacer US Cash Cows 100 ETF Reduce -60.9% 1.01% −2.06
FVD First Trust Value Line DVD Reduce -2.0% 3.69% −0.79
JAAA Janus Henderson Aaa Clo ETF Reduce -37.1% 0.72% −0.64
GLD SPDR Gold Shares Reduce -11.9% 2.03% −0.57
IJH iShares Core S&P Midcap ETF Reduce -2.5% 3.46% −0.52
DBND Doubleline Oppor Cor BND-Usd Reduce -14.8% 1.12% −0.45
CSCO Cisco Systems Inc. Sold out 0.00% −0.38
IVV iShares Core S&P 500 ETF Reduce -4.1% 2.76% −0.35
HD Home Depot Inc. Reduce -15.3% 0.70% −0.29
XLG Invesco S&P 500 Top 50 ETF Reduce -37.8% 0.41% −0.28
RDVY First Trust Rising Dividend Reduce -1.0% 2.22% −0.28
FTCS First Trust Capital Strength Reduce -6.3% 0.75% −0.19
FTSM First Trust Enh Short Mat FD Reduce -1.2% 0.87% −0.18
EMLP First Trust North American E Reduce -0.4% 0.82% −0.16
O Realty Income Corp. Sold out 0.00% −0.16
TFC Truist Financial Corp. Reduce -1.6% 0.92% −0.15
KO The Coca-Cola Co. Reduce -27.3% 0.22% −0.15
LMBS First Trust Low Duration Opp Reduce -2.9% 0.61% −0.14
PECO Phillips Edison & Company Inc. Reduce -29.7% 0.18% −0.14
HYLS FT Tactical High Yield ETF Reduce -23.5% 0.25% −0.13
LOW Lowe's Cos Inc. Sold out 0.00% −0.11
QJUN FT Vest Nasdaq-100 Buffer Et Reduce -39.3% 0.14% −0.11
IJJ iShares S&P Mid-Cap 400 Valu Reduce -33.4% 0.14% −0.11
QQQ Invesco QQQ Trust Series 1 Reduce -2.2% 2.72% −0.10
NOBL Proshares S&P 500 Dividend A Reduce -2.5% 0.39% −0.09
GJUN FT Vest US Equity Moderate B Reduce -4.8% 0.53% −0.09
DJUN FT Vest US Equity Deep Buffe Reduce -30.4% 0.15% −0.09
NEAR iShares SH Dba ETF Usd Inc. Reduce -6.2% 0.32% −0.09
FID First Trust S&P Internationa Reduce -3.2% 0.79% −0.08
MFLX First Trust Exchange-Traded Reduce -17.0% 0.17% −0.08
COP Conocophillips Reduce -5.9% 0.16% −0.08
TOTL SS Doubleline TR Tact ETF Reduce -1.7% 0.34% −0.07
PEP Pepsico Inc. Reduce -13.3% 0.13% −0.07
FTHY First Trust Hi YLD Opp 2027 Reduce -5.8% 0.30% −0.07
IJR iShares Core S&P Small-Cap E Reduce -0.7% 0.45% −0.07
GOCT FT Vest US Equity Moderate B Reduce -7.6% 0.26% −0.06
GSEP FT Vest US Equity Moderate B Reduce -25.6% 0.10% −0.05
QQEW First TR Nasdaq-100 Sel Eq Reduce -11.6% 0.26% −0.05
GMAY FT Vest U.S. Equity Moderate Reduce -23.1% 0.09% −0.04
FDD First Trust Stoxx Europe Reduce -5.1% 0.41% −0.04
SCHM Schwab US Mid Cap ETF Reduce -0.7% 0.32% −0.04
AIRR First Trust Rba American Ind Reduce -13.6% 0.23% −0.04
COST Costco Wholesale Corp. Reduce -7.0% 0.12% −0.03
VTI VG Morningstar TS MKT ETF-US Reduce -0.4% 0.28% −0.02
DFAC Dimensional US Core Equity 2 Reduce -11.4% 0.09% −0.02
TSLA Tesla Inc. Reduce -17.3% 0.10% −0.02
EEM iShares MSCI Emerging Market Reduce -0.4% 0.18% −0.02
GOOGL Alphabet Inc. Class A Reduce -3.5% 0.15% −0.01
BATRA Atlanta Braves Holdings in-A Reduce -0.2% 0.12% −0.01
URI United Rentals Inc. Reduce -5.9% 0.10% −0.01

Portfolio Buys Q1 2025 → Q2 2025
VUSB Vanguard Ultra Short Bond Et Add +62.6% 4.29% +1.14
VOO Vanguard S&P 500 ETF Add +97.0% 1.63% +0.73
NVDA Nvidia Corp. Add +41.3% 1.34% +0.56
VTES Vanguard SH Term Tax-Ex Bond Add +112.5% 1.18% +0.52
CGDV Cap Group Dividend Value Add +34.9% 2.50% +0.50
MAGS Roundhill Magnificent Seven New 0.48% +0.48
CEG Constellation Energy New 0.26% +0.26
DGT SS SPDR Global Dow ETF New 0.22% +0.22
VOOV Vanguard S&P 500 Value ETF New 0.21% +0.21
BUFR FT Vest Lad Buffervetf-Usd I New 0.17% +0.17
ICSH iShares Ultra Short Duration New 0.15% +0.15
SEIE Sei Select Intl Equity New 0.14% +0.14
NFLX Netflix Inc. New 0.13% +0.13
COHR Coherent Corp. New 0.12% +0.12
MATX Matson Inc. New 0.12% +0.12
MSFT Microsoft Corp. Add +2.0% 1.01% +0.12
JBHT Hunt (jb) Transprt SVCS Inc. New 0.11% +0.11
VEA Vanguard Ftse Developed ETF New 0.10% +0.10
IWY iShares Russell Top 200 Grow New 0.09% +0.09
GFEB FT Vest US Equity Moderate B Add +64.5% 0.28% +0.09
QMFE FT NDQ100 Mod Buff ETF - Feb New 0.09% +0.09
FTC First Trust Large Cap Growth New 0.09% +0.09
TDIV FT Nasdaq Tech DVD Index FD Add +2.4% 1.83% +0.09
FEP First Trust Europe New 0.09% +0.09
FJP First Trust Japan New 0.09% +0.09
TAIL Cambria Tail Risk ETF New 0.08% +0.08
MDY State Street SPDR S&P Midcap New 0.08% +0.08
IBIT iShares Bitcoin Trust ETF Add +5.4% 0.55% +0.07
QGRO American Century US Quality Add +15.5% 0.61% +0.07
AVGO Broadcom Inc. Add +17.2% 0.18% +0.07
META Meta Platforms Inc. Class A Add +7.5% 0.43% +0.06
AMZN Amazon.com Inc. Add +16.5% 0.49% +0.05
SPMO Invesco S&P 500 Momentum ETF Add +5.9% 0.71% +0.05
GOOG Alphabet Inc. Class C Add +22.8% 0.26% +0.04
BA The Boeing Co. Add +24.0% 0.16% +0.04
OBDC Blue Owl Capital Corp. Add +99.1% 0.13% +0.03
FDEC FT Vest U.S. Equity Buffer E Add +20.2% 0.38% +0.03
FSK FS KKR Capital Corp. Add +26.1% 0.43% +0.02
ANET Arista Networks Inc. Add +1.1% 0.14% +0.01
VIG Vanguard Dividend Apprec ETF Add +15.6% 0.52% +0.01
PANW Palo Alto Networks Inc. Add +4.9% 0.17% +0.01
CGGR Cap Group Growth Equity Add +0.8% 2.44% +0.01
JPM JPMorgan Chase & Co. Add +2.3% 0.29% +0.00
BAC Bank of America Corp. Add +4.9% 0.17% −0.00
SO The Southern Co. Add +18.9% 0.44% −0.00
CLM Cornerstone Strategic Invest Add +3.1% 0.05% −0.00
CALF PCR US SM CP CSH CWS ETF-Usd Add +11.4% 0.37% −0.00
IMCG iShares Morningstar Mid-Cap Add +2.7% 0.19% −0.01
CGDG Cap Group Dividend Growers Add +9.2% 1.83% −0.01
XLF SS Financial Select Sector Add +3.0% 0.10% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 172$263.8MSPY, VUSB, SCHD, IJH, RSP
Q1 2026 147$227.8MVUSB, SPY, SCHD, IJH, FDL
Q4 2025 157$237.9MSPY, VUSB, SCHD, IJH, FVD
Q3 2025 155$234.2MSPY, VUSB, SCHD, IJH, FVD
Q2 2025 168$243.1MMAR, SPY, VUSB, SCHD, FVD
Q1 2025 152$203.7MSPY, SCHD, FVD, IJH, FDL
Q4 2024 136$180.3MSPY, SCHD, IJH, FVD, COWZ
Q3 2024 152$191.0MSPY, SCHD, IJH, FVD, COWZ
Q2 2024 137$169.8MSPY, SCHD, IJH, FVD, COWZ
Q1 2024 122$155.1MSCHD, SPY, IJH, FVD, RSP