BlueChip Wealth Advisors LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), BlueChip Wealth Advisors LLC reported 172 stock positions worth $263.8 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 6.0% of the portfolio, followed by Vanguard Ultra Short Bond Et (VUSB, 5.4%) and Schwab US DVD Equity ETF (SCHD, 4.9%). Compared with Q1 2026, it opened 33 new positions, sold out of 8, added to 44 and reduced 51. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +425%) and the biggest sale an exit from Aflac (AFL).

Most Recent 13F
Q2 2026
Location
Milton, GA
CIK
0002015578
Portfolio Value
$263.8M (Q2 2026)
SEC Filing
0002015578-26-000008 ↗ filed Jul 30, 2026

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 Q2 2025 Q3 2025: $234.2M Q3 2025 Q4 2025: $237.9M Q4 2025 Q1 2026: $227.8M Q1 2026 Q2 2026: $263.8M $263.8M Q2 2026

Holdings 172 stocks · $263.8M
SPY SS SPDR S&P 500 ETF Trust-US 6.05% 21,365 $16.0M Add +1.1%
VUSB Vanguard Ultra Short Bond Et 5.36% 284,062 $14.1M Reduce -4.0%
SCHD Schwab US DVD Equity ETF 4.93% 410,081 $13.0M Add +0.5%
IJH iShares Core S&P Midcap ETF 4.06% 138,971 $10.7M Add +0.3%
RSP Invesco S&P 500 Equal Weight 3.41% 42,230 $9.0M Add +3.9%
FVD First Trust Value Line DVD 3.09% 169,228 $8.2M Reduce -5.0%
FDL First Trust Morn DVD Lead Inc. 3.01% 163,113 $7.9M Reduce -3.9%
IVV iShares Core S&P 500 ETF 2.92% 10,285 $7.7M Reduce -0.5%
QQQ Invesco QQQ Trust Series 1 2.87% 10,265 $7.6M Add +1.7%
CGGR Cap Group Growth Equity 2.60% 145,575 $6.9M Add +1.3%
SPYM Ste STR SPDR PT S&P 500 ETF 2.57% 77,003 $6.8M Add +425.0%
RDVY First Trust Rising Dividend 2.29% 74,587 $6.0M Reduce -0.5%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 2.09% 111,650 $5.5M Add +0.8%
CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE 2.05% 143,983 $5.4M Add +0.7%
GLD SPDR Gold Shares 2.01% 14,393 $5.3M Add +10.6%
AAPL Apple Inc. 1.80% 16,435 $4.8M Reduce -2.0%
VTES Vanguard SH Term Tax-Ex Bond 1.74% 45,299 $4.6M Add +13.0%
NVDA Nvidia Corp. 1.71% 22,563 $4.5M Add +7.4%
VOO Vanguard S&P 500 ETF 1.67% 6,427 $4.4M Add +37.7%
TDIV FT Nasdaq Tech DVD Index FD 1.67% 38,234 $4.4M Reduce -20.2%
DBND Doubleline Oppor Cor BND-Usd 1.49% 85,933 $3.9M Add +1.4%
SPDW Ste STR SPDR PT DW Eu ETF 1.41% 73,830 $3.7M Add +356.3%
CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E 1.20% 96,166 $3.2M Add +21.8%
TFI SS SPDR N Ice Muni Bond ETF 1.05% 60,552 $2.8M Add +528.5%
MFSV MFS Active Value 0.99% 91,486 $2.6M Add +138.9%
IXUS iShares Core Intl Stock ETF 0.97% 26,922 $2.6M No change
FID First Trust S&P Internationa 0.96% 117,760 $2.5M Add +5.3%
DIVO Amplify CWP Enhan Divid ETF 0.94% 54,329 $2.5M Reduce -0.3%
TFC Truist Financial Corp. 0.78% 41,280 $2.1M Reduce -15.4%
IWF iShares Russell 1000 Growth 0.72% 15,195 $1.9M No change
SPEM State Street SP PTF Em ETF 0.71% 36,254 $1.9M Add +321.8%
KNG FT Vest S&P 500 DVD Arst TRG 0.69% 36,027 $1.8M Add +8.5%
EMLP First Trust North American E 0.66% 39,828 $1.7M Reduce -23.2%
MSFT Microsoft Corp. 0.66% 4,632 $1.7M Reduce -1.1%
SDVY First Trust Smid Cap Rising 0.59% 35,859 $1.5M No change
VFLO Victoryshares Free Cash Flow 0.58% 33,648 $1.5M New
HD Home Depot Inc. 0.56% 4,225 $1.5M Reduce -69.1%
IJR iShares Core S&P Small-Cap E 0.54% 9,536 $1.4M No change
CSCO Cisco Systems Inc. 0.53% 11,887 $1.4M No change
BRK.B Berkshire Hathaway Inc. Class B 0.51% 2,688 $1.3M Add +23.0%
IWD iShares Russell 1000 Value E 0.49% 5,350 $1.3M No change
COWZ Pacer US Cash Cows 100 ETF 0.48% 20,189 $1.3M Reduce -3.3%
SO The Southern Co. 0.44% 12,157 $1.2M Reduce -0.6%
PYLD PIMCO Multisector Bond Actv 0.44% 43,606 $1.2M Add +8.4%
MAGS Roundhill Magnificent Seven 0.43% 17,681 $1.1M Add +1.1%
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.43% 30,229 $1.1M Add +0.6%
TRLV Trulieve Cannabis Corp. 0.43% 114,464 $1.1M New
SCHM Schwab US Mid Cap ETF 0.41% 29,490 $1.1M Reduce -0.4%
VIG Vanguard Dividend Apprec ETF 0.40% 4,469 $1.1M Add +0.0%
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.39% 39,195 $1.0M New
FEGE First Eagle GL Equity ETF 0.39% 20,847 $1.0M Add +43.7%
AMZN Amazon.com Inc. 0.39% 4,271 $1.0M Reduce -9.7%
FDD First Trust Stoxx Europe 0.38% 53,882 $1000K Reduce -8.6%
CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL 0.37% 27,004 $983K Reduce -8.8%
SPSM SS SPDR P S&P 600 Small Cap 0.35% 16,142 $931K Add +277.0%
PANW Palo Alto Networks Inc. 0.35% 2,705 $922K Reduce -0.8%
SNDA Sonida Senior Living Inc. 0.33% 21,641 $883K Add +9.7%
NOBL Proshares S&P 500 Dividend A 0.33% 15,536 $872K Reduce -2.7%
SLV iShares Silver Trust 0.33% 16,147 $863K Add +171.5%
SPMD SS SPDR P S&P 400 Midcap ETF 0.32% 12,648 $854K New
GOOGL Alphabet Inc. Class A 0.31% 2,275 $813K Reduce -10.3%
CALF PCR US SM CP CSH CWS ETF-Usd 0.31% 16,006 $810K Add +0.5%
HYLS FT Tactical High Yield ETF 0.30% 19,529 $794K Reduce -7.8%
ICSH iShares Ultra Short Duration 0.30% 15,459 $782K Add +19.1%
BRK.A Berkshire Hathaway Inc. Class A 0.28% 1 $749K No change
QTEC First Trust Nasdq 100 Tech I 0.28% 2,235 $748K No change
GOOG Alphabet Inc. Class C 0.28% 2,098 $741K Add +0.6%
AINP Allspring Income Plus ETF 0.27% 28,757 $720K New
C Citigroup Inc. 0.27% 5,122 $717K Reduce -49.4%
IBIT iShares Bitcoin Trust ETF 0.27% 21,138 $704K Reduce -4.7%
FTGS First Trust Grwth Strgth ETF 0.27% 18,946 $701K No change
COHR Coherent Corp. 0.26% 1,740 $686K Add +0.7%
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 0.26% 12,866 $684K Reduce -8.5%
FIXD First Trust Smith Opportunis 0.26% 15,688 $684K No change
V Visa Inc. Class A 0.26% 1,990 $683K Reduce -0.3%
STX Seagate Technology Holdings 0.25% 687 $663K Add +20.1%
CEG Constellation Energy 0.25% 2,667 $662K Add +19.7%
FTHY First Trust Hi YLD Opp 2027 0.25% 48,350 $662K New
BRIE MFS BR Intl Equity ETF filed as MFS ACTIVE EXCHANGE TRADED F 0.24% 21,175 $642K New
QGRO American Century US Quality 0.23% 5,199 $614K Reduce -19.2%
QQQM Invesco Nasdaq 100 ETF 0.23% 2,000 $606K No change
GWX State Street SPDR S&P Intern 0.23% 13,846 $606K New
JNJ Johnson & Johnson 0.22% 2,311 $587K No change
VOOV Vanguard S&P 500 Value ETF 0.22% 2,675 $586K No change
FTCB FT Core Investment Grade ETF 0.22% 27,352 $570K No change
FDT First Trust Develp MKT Ex-US 0.22% 6,014 $569K No change
IWP iShares Russell Mid-Cap Grow 0.21% 3,812 $558K No change
GLTR Abrdn Precious Metals Basket 0.21% 3,063 $555K Reduce -10.9%
XOM Exxon Mobil Corp. 0.20% 3,870 $529K Reduce -2.5%
KO The Coca-Cola Co. 0.20% 6,478 $526K Reduce -57.4%
FETH Fidelity Ethereum Fund 0.19% 32,322 $509K Add +19.2%
JMUB JPMorgan Municipal ETF 0.19% 10,000 $507K New
JBHT Hunt (jb) Transprt SVCS Inc. 0.19% 1,734 $502K Reduce -6.6%
FAAR First Trust Alt Abs Ret ETF 0.18% 15,411 $487K Reduce -4.9%
MFLX First Trust Exchange-Traded 0.18% 27,881 $484K Add +16.8%
ADP Automatic Data Processing 0.18% 2,110 $473K No change
IWR iShares Russell Mid-Cap ETF 0.18% 4,218 $465K No change
MCD McDonald's Corp. 0.17% 1,700 $460K Reduce -25.8%
GFLW VS Free Cash Flow Growth ETF filed as VICTORY PORTFOLIOS II 0.17% 13,375 $459K New
META Meta Platforms Inc. Class A 0.17% 809 $455K Add +0.3%
AVGO Broadcom Inc. 0.17% 1,178 $445K Reduce -2.3%
FIIG FT Intermed Dur Ig Corp. ETF 0.17% 21,289 $441K No change
FTA First Trust L C Val Alp 0.17% 4,518 $437K No change
LGOV First TR Long Duration O-ETF 0.16% 20,121 $431K No change
VB Vanguard Most SM-Cap ETF-Usd 0.16% 1,415 $429K Add +9.7%
BAC Bank of America Corp. 0.16% 7,488 $427K Reduce -4.5%
FMF First Trust Managed Futures 0.16% 8,430 $423K No change
BA The Boeing Co. 0.16% 1,945 $421K No change
FTCS First Trust Capital Strength 0.16% 4,455 $418K No change
RWO State Street SPDR Dow Jones 0.16% 8,414 $418K New
WMT Walmart Inc. 0.15% 3,602 $408K Reduce -15.4%
FGD First Trust DJ GL Sel DVD 0.15% 12,283 $393K No change
DGT SS SPDR Global Dow ETF 0.15% 2,104 $389K Reduce -41.8%
CERY SS SPDR BBG En RY CM St N-Ui 0.15% 11,622 $389K New
TSLA Tesla Inc. 0.15% 920 $387K Reduce -10.8%
EMHC SS SPDR BB Em Usd Bond ETF 0.14% 14,759 $375K New
VEA Vanguard Ftse Developed ETF 0.14% 5,187 $370K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.14% 1,072 $369K Reduce -27.3%
IAU iShares Gold Trust 0.14% 4,882 $369K No change
SRLN SS Blackstone Sr Loan ETF 0.14% 9,127 $368K New
MATX Matson Inc. 0.14% 1,868 $359K Reduce -24.2%
BPRE Bluerock Private Real Estate 0.14% 27,432 $357K Add +46.1%
LEND Sei HY Bnd&alt CRDT filed as SEI EXCHANGE TRADED FUNDS 0.13% 14,049 $354K New
MU Micron Technology Inc. 0.13% 300 $346K New
COP Conocophillips 0.13% 3,312 $344K Reduce -12.7%
FSK FS KKR Capital Corp. 0.13% 32,776 $344K Add +224.7%
BATRA Atlanta Braves Holdings in-A 0.13% 6,010 $338K No change
SYY Sysco Corp. 0.13% 4,000 $334K No change
IWB iShares Russell 1000 ETF 0.13% 812 $333K No change
PEP Pepsico Inc. 0.12% 2,421 $328K Add +3.6%
DVY iShares Select Dividend ETF 0.12% 2,092 $327K No change
MAS Masco Corp. 0.12% 4,000 $325K No change
MRK Merck & Co. Inc. 0.12% 2,500 $321K No change
CB Chubb Ltd. 0.12% 921 $314K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.12% 6,200 $314K New
FJP First Trust Japan 0.12% 4,075 $311K No change
XLG Invesco S&P 500 Top 50 ETF 0.12% 5,021 $307K No change
CVX Chevron Corp. 0.12% 1,832 $304K Reduce -0.3%
LMBS First Trust Low Duration Opp 0.11% 6,084 $303K No change
MFSG MFS Active Growth 0.11% 10,000 $303K New
COST Costco Wholesale Corp. 0.11% 319 $299K Reduce -10.6%
FEX First Trust Large Cap Core A 0.11% 2,109 $295K No change
FEP First Trust Europe 0.11% 5,082 $290K No change
SPCX Space Exploration Techn Class A 0.11% 1,675 $286K New
O Realty Income Corp. 0.11% 4,609 $286K No change
EEM iShares MSCI Emerging Market 0.11% 4,062 $278K Reduce -12.2%
JPM JPMorgan Chase & Co. 0.10% 816 $267K Add +0.1%
MINT PIMCO Enhanced Short Maturit 0.10% 2,605 $263K Reduce -11.6%
GE General Electric filed as GE AEROSPACE 0.10% 702 $262K Reduce -8.2%
INTC Intel Corp. 0.10% 1,810 $253K New
SMA Smartstop Self Storage REIT 0.09% 7,666 $249K Reduce -15.1%
IGF iShares Global Infrastructur 0.09% 3,699 $246K Reduce -13.1%
IMCG iShares Morningstar Mid-Cap 0.09% 2,487 $244K Reduce -5.4%
IGM iShares Expanded Tech Sector 0.09% 1,492 $244K New
DFAC Dimensional US Core Equity 2 0.09% 5,461 $242K No change
FTHI Fthi/First Trust Exchange-TR 0.09% 10,000 $239K New
NUV Nuveen Municipal Value 0.09% 25,445 $235K New
IJJ iShares S&P Mid-Cap 400 Valu 0.08% 1,516 $224K No change
JSML Janus Hender SM Cap GRW Alph 0.08% 2,403 $224K New
GEV GE Vernova Inc. 0.08% 190 $223K New
MDY State Street SPDR S&P Midcap 0.08% 308 $217K Reduce -30.3%
FCTR First Trust Lunt US Factor 0.08% 5,214 $213K New
GL Globe Life Inc. 0.08% 1,175 $210K New
FTLS First Trust Long/Short Eqty 0.08% 2,823 $208K New
AFLG First Trust Active Factor La 0.08% 4,788 $208K New
FBT First Trust Nyse Arca Biotec 0.08% 830 $206K New
ANET Arista Networks Inc. 0.08% 1,210 $206K New
XLSR SS US Sector Rotation 0.08% 3,158 $205K New
RDVI FT Vest Rising Dividend Achi 0.08% 6,814 $200K New
CION Cion Investment Corp. 0.05% 20,594 $128K Reduce -16.5%
OBDC Blue Owl Capital Corp. 0.04% 10,837 $118K No change
DEFT Defi Technologies Inc. 0.00% 11,000 $6K No change

Portfolio Sells Q1 2026 → Q2 2026
AFL Aflac Inc. Sold out 0.00% −2.80
HD Home Depot Inc. Reduce -69.1% 0.56% −1.41
VUSB Vanguard Ultra Short Bond Et Reduce -4.0% 5.36% −1.11
FDL First Trust Morn DVD Lead Inc. Reduce -3.9% 3.01% −0.78
FVD First Trust Value Line DVD Reduce -5.0% 3.09% −0.59
EMLP First Trust North American E Reduce -23.2% 0.66% −0.34
KO The Coca-Cola Co. Reduce -57.4% 0.20% −0.31
TDIV FT Nasdaq Tech DVD Index FD Reduce -20.2% 1.67% −0.30
C Citigroup Inc. Reduce -49.4% 0.27% −0.23
ABBV Abbvie Inc. Sold out 0.00% −0.22
TFC Truist Financial Corp. Reduce -15.4% 0.78% −0.20
MCD McDonald's Corp. Reduce -25.8% 0.17% −0.14
DIVO Amplify CWP Enhan Divid ETF Reduce -0.3% 0.94% −0.13
PECO Phillips Edison & Company Inc. Sold out 0.00% −0.13
DGT SS SPDR Global Dow ETF Reduce -41.8% 0.15% −0.12
GLTR Abrdn Precious Metals Basket Reduce -10.9% 0.21% −0.11
IBIT iShares Bitcoin Trust ETF Reduce -4.7% 0.27% −0.11
ABT Abbott Laboratories Sold out 0.00% −0.10
T AT&T Inc. Sold out 0.00% −0.10
MSFT Microsoft Corp. Reduce -1.1% 0.66% −0.10
XOM Exxon Mobil Corp. Reduce -2.5% 0.20% −0.10
COWZ Pacer US Cash Cows 100 ETF Reduce -3.3% 0.48% −0.09
LOW Lowe's Cos Inc. Sold out 0.00% −0.09
FDD First Trust Stoxx Europe Reduce -8.6% 0.38% −0.08
WMT Walmart Inc. Reduce -15.4% 0.15% −0.08
SO The Southern Co. Reduce -0.6% 0.44% −0.08
COP Conocophillips Reduce -12.7% 0.13% −0.08
HYLS FT Tactical High Yield ETF Reduce -7.8% 0.30% −0.08
AKRE Akre Focus ETF Reduce -8.5% 0.26% −0.07
CGIC Cap Group Intl Core Eq Reduce -8.8% 0.37% −0.06
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -27.3% 0.14% −0.05
CVX Chevron Corp. Reduce -0.3% 0.12% −0.05
VYX NCR Voyix Corp. Sold out 0.00% −0.05
AMZN Amazon.com Inc. Reduce -9.7% 0.39% −0.05
IVV iShares Core S&P 500 ETF Reduce -0.5% 2.92% −0.05
QGRO American Century US Quality Reduce -19.2% 0.23% −0.04
FAAR First Trust Alt Abs Ret ETF Reduce -4.9% 0.18% −0.04
MATX Matson Inc. Reduce -24.2% 0.14% −0.04
NOBL Proshares S&P 500 Dividend A Reduce -2.7% 0.33% −0.04
MDY State Street SPDR S&P Midcap Reduce -30.3% 0.08% −0.04
AAPL Apple Inc. Reduce -2.0% 1.80% −0.03
IGF iShares Global Infrastructur Reduce -13.1% 0.09% −0.03
COST Costco Wholesale Corp. Reduce -10.6% 0.11% −0.03
MINT PIMCO Enhanced Short Maturit Reduce -11.6% 0.10% −0.03
SMA Smartstop Self Storage REIT Reduce -15.1% 0.09% −0.03
CION Cion Investment Corp. Reduce -16.5% 0.05% −0.03
DFDV Defi Development Corp. Sold out 0.00% −0.03
TSLA Tesla Inc. Reduce -10.8% 0.15% −0.02
GOOGL Alphabet Inc. Class A Reduce -10.3% 0.31% −0.01
BAC Bank of America Corp. Reduce -4.5% 0.16% −0.01

Portfolio Buys Q1 2026 → Q2 2026
SPYM Ste STR SPDR PT S&P 500 ETF Add +425.0% 2.57% +2.07
SPDW Ste STR SPDR PT DW Eu ETF Add +356.3% 1.41% +1.09
TFI SS SPDR N Ice Muni Bond ETF Add +528.5% 1.05% +0.86
VFLO Victoryshares Free Cash Flow New 0.58% +0.58
MFSV MFS Active Value Add +138.9% 0.99% +0.54
SPEM State Street SP PTF Em ETF Add +321.8% 0.71% +0.53
VOO Vanguard S&P 500 ETF Add +37.7% 1.67% +0.53
TRLV Trulieve Cannabis Corp. New 0.43% +0.43
SPTL SS SPDR PF LNG TRM TSY E-Usd New 0.39% +0.39
SPMD SS SPDR P S&P 400 Midcap ETF New 0.32% +0.32
QQQ Invesco QQQ Trust Series 1 Add +1.7% 2.87% +0.31
AINP Allspring Income Plus ETF New 0.27% +0.27
SPSM SS SPDR P S&P 600 Small Cap Add +277.0% 0.35% +0.26
FTHY First Trust Hi YLD Opp 2027 New 0.25% +0.25
BRIE MFS BR Intl Equity ETF New 0.24% +0.24
GWX State Street SPDR S&P Intern New 0.23% +0.23
JMUB JPMorgan Municipal ETF New 0.19% +0.19
GFLW VS Free Cash Flow Growth ETF New 0.17% +0.17
CGCV Cap Group Conservative Eq Add +21.8% 1.20% +0.16
RWO State Street SPDR Dow Jones New 0.16% +0.16
STX Seagate Technology Holdings Add +20.1% 0.25% +0.15
SLV iShares Silver Trust Add +171.5% 0.33% +0.15
CERY SS SPDR BBG En RY CM St N-Ui New 0.15% +0.15
EMHC SS SPDR BB Em Usd Bond ETF New 0.14% +0.14
SRLN SS Blackstone Sr Loan ETF New 0.14% +0.14
LEND Sei HY Bnd&alt CRDT New 0.13% +0.13
MU Micron Technology Inc. New 0.13% +0.13
VTEB Vanguard Tax-Exempt Bond ETF New 0.12% +0.12
MFSG MFS Active Growth New 0.11% +0.11
NVDA Nvidia Corp. Add +7.4% 1.71% +0.11
SPCX Space Exploration Techn Class A New 0.11% +0.11
INTC Intel Corp. New 0.10% +0.10
IGM iShares Expanded Tech Sector New 0.09% +0.09
FTHI Fthi/First Trust Exchange-TR New 0.09% +0.09
NUV Nuveen Municipal Value New 0.09% +0.09
FEGE First Eagle GL Equity ETF Add +43.7% 0.39% +0.09
FSK FS KKR Capital Corp. Add +224.7% 0.13% +0.09
JSML Janus Hender SM Cap GRW Alph New 0.08% +0.08
GEV GE Vernova Inc. New 0.08% +0.08
FCTR First Trust Lunt US Factor New 0.08% +0.08
GL Globe Life Inc. New 0.08% +0.08
COHR Coherent Corp. Add +0.7% 0.26% +0.08
FTLS First Trust Long/Short Eqty New 0.08% +0.08
AFLG First Trust Active Factor La New 0.08% +0.08
FBT First Trust Nyse Arca Biotec New 0.08% +0.08
ANET Arista Networks Inc. New 0.08% +0.08
XLSR SS US Sector Rotation New 0.08% +0.08
RDVI FT Vest Rising Dividend Achi New 0.08% +0.08
CGGR Cap Group Growth Equity Add +1.3% 2.60% +0.07
SNDA Sonida Senior Living Inc. Add +9.7% 0.33% +0.06

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