Bouchey Financial Group, Ltd.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), Bouchey Financial Group, Ltd. reported 163 stock positions worth $1.3 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 11.4% of the portfolio, followed by Invesco Nasdaq 100 ETF (QQQM, 11.2%) and Invesco QQQ Trust Series 1 (QQQ, 7.2%). Compared with Q3 2025, it opened 15 new positions, sold out of 4, added to 52 and reduced 60. The biggest buy was Invesco Nasdaq 100 ETF (QQQM, shares +68507%) and the biggest sale Schwab US Broad Market ETF (SCHB, shares −69%).

Most Recent 13F
Q2 2026
Location
TROY, NY
CIK
0001599054
Portfolio Value
$1.3B (Q4 2025)
SEC Filing
0001951757-26-000213 ↗ filed Jan 16, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.0B Q1 2024 Q2 2024: $1.1B Q2 2024 Q3 2024: $1.1B Q3 2024 Q4 2024: $1.1B Q4 2024 Q1 2025: $1.1B Q1 2025 Q2 2025: $1.2B Q2 2025 Q3 2025: $1.3B Q3 2025 Q4 2025: $1.3B $1.3B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $1.5B Q2 2026

Holdings 163 stocks · $1.3B
VOO Vanguard S&P 500 ETF 11.42% 242,835 $152.3M Add +2668.3%
QQQM Invesco Nasdaq 100 ETF 11.15% 587,964 $148.7M Add +68507.2%
QQQ Invesco QQQ Trust Series 1 7.23% 157,000 $96.4M Reduce -58.5%
DUHP Dimensional US High Profi Et 6.11% 2,144,055 $81.5M Add +1.0%
DGRW Wisdomtree U.S. Quality Divi 5.85% 872,577 $78.0M Add +0.8%
AGG iShares Core U.S. Aggregate 5.63% 752,135 $75.1M Add +7.9%
AAPL Apple Inc. 5.31% 260,705 $70.9M Reduce -11.8%
SCHD Schwab US DVD Equity ETF 5.22% 2,536,062 $69.6M Reduce -18.1%
SCHB Schwab US Broad Market ETF 5.02% 2,552,924 $67.0M Reduce -69.3%
JCPB JPMorgan Core Plus Bond ETF 3.12% 878,614 $41.7M Add +14.4%
SCHR Schwab Intermediate-Term US 2.66% 1,416,984 $35.5M Add +10.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.53% 116,365 $33.8M Add +2.5%
SCHI Schwab 5-10 Year Corporate B 2.46% 1,427,118 $32.8M Add +9.1%
JEPI JPMorgan Equity Premium Inco 2.22% 517,009 $29.7M Add +9.1%
XOCT FT Vest US Equity Enhance & 2.18% 768,733 $29.0M Reduce -0.6%
AMZN Amazon.com Inc. 1.95% 112,780 $26.0M Reduce -3.3%
RSPT Invesco S&P 500 Equal Weight 1.63% 477,638 $21.7M Reduce -5.8%
SMH Vaneck Semiconductor ETF 1.37% 50,823 $18.3M New
GOCT FT Vest US Equity Moderate B 1.32% 448,716 $17.6M Reduce -0.2%
HODL Vaneck Bitcoin ETF 1.27% 686,899 $17.0M New
NLR Vaneck Urani & Nuclr ETF-Usd 1.23% 131,760 $16.4M New
SPY SS SPDR S&P 500 ETF Trust-US 1.22% 23,794 $16.2M Reduce -0.9%
VGT Vanguard Info Tech ETF 0.86% 15,224 $11.5M Reduce -0.9%
VTI VG Morningstar TS MKT ETF-US 0.76% 30,110 $10.1M Reduce -0.5%
SCHA Schwab US Small-Cap ETF 0.61% 285,831 $8.1M Reduce -1.4%
BND Vanguard Total Bond Market 0.55% 99,229 $7.3M Reduce -1.4%
MSFT Microsoft Corp. 0.52% 14,306 $6.9M Add +3.1%
XLK SS Technology Select Sector 0.51% 47,363 $6.8M Reduce -1.2%
NVDA Nvidia Corp. 0.45% 31,960 $6.0M Add +11.3%
DFAS Dimensional US Small Cap ETF 0.38% 71,854 $5.0M Reduce -82.0%
GMAR FT Vest US Equity Moderate B 0.35% 114,499 $4.7M Reduce -1.7%
BRK.B Berkshire Hathaway Inc. Class B 0.33% 8,697 $4.4M Reduce -0.4%
GOOG Alphabet Inc. Class C 0.27% 11,387 $3.6M Add +3.4%
IWM iShares Russell 2000 ETF 0.23% 12,623 $3.1M Add +0.0%
GOOGL Alphabet Inc. Class A 0.23% 9,909 $3.1M Add +4.8%
RSP Invesco S&P 500 Equal Weight 0.23% 16,099 $3.1M Reduce -0.8%
JPM JPMorgan Chase & Co. 0.21% 8,740 $2.8M Add +0.4%
VYM Vanguard High DVD Yield ETF 0.19% 17,541 $2.5M No change
SCHX Schwab US Large-Cap ETF 0.16% 77,364 $2.1M Reduce -0.5%
TSLA Tesla Inc. 0.14% 4,156 $1.9M Add +11.9%
UNP Union Pacific Corp. 0.13% 7,489 $1.7M Reduce -0.2%
SDY SS SPDR S&P Dividend ETF 0.13% 12,000 $1.7M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 28,425 $1.6M Add +0.6%
JNJ Johnson & Johnson 0.11% 7,366 $1.5M Add +1.6%
TOTL SS Doubleline TR Tact ETF 0.11% 35,761 $1.4M Reduce -7.3%
MU Micron Technology Inc. 0.10% 4,676 $1.3M Reduce -27.0%
VUSB Vanguard Ultra Short Bond Et 0.10% 25,409 $1.3M Add +4.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.09% 2,559 $1.2M No change
LLY Eli Lilly & Co. 0.09% 1,123 $1.2M Add +3.1%
PM Philip Morris International 0.09% 7,455 $1.2M Reduce -1.3%
XLV SS Health Care Select Sector 0.09% 7,628 $1.2M Reduce -94.8%
SCHM Schwab US Mid Cap ETF 0.09% 38,980 $1.2M No change
ABBV Abbvie Inc. 0.08% 4,830 $1.1M Reduce -10.3%
MCD McDonald's Corp. 0.08% 3,503 $1.1M Reduce -3.3%
VTEB Vanguard Tax-Exempt Bond ETF 0.08% 21,277 $1.1M Reduce -25.6%
META Meta Platforms Inc. Class A 0.08% 1,551 $1.0M Add +16.9%
NUE Nucor Corp. 0.08% 6,146 $1.0M Add +0.2%
IVV iShares Core S&P 500 ETF 0.07% 1,459 $1000K Reduce -3.2%
VNQ Vanguard Real Estate ETF 0.07% 10,425 $923K Reduce -0.1%
HD Home Depot Inc. 0.07% 2,647 $911K Reduce -5.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 3,072 $910K Add +0.9%
GE General Electric filed as GE AEROSPACE 0.07% 2,913 $898K Add +0.6%
AMD Advanced Micro Devices 0.07% 4,171 $893K Add +10.3%
AVGO Broadcom Inc. 0.07% 2,526 $874K Add +19.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 4,041 $772K No change
VXF Vanguard Extended Market ETF 0.06% 3,561 $745K No change
CSCO Cisco Systems Inc. 0.05% 9,494 $731K Add +2.9%
WFC Wells Fargo & Co. 0.05% 7,592 $708K Add +0.8%
V Visa Inc. Class A 0.05% 2,001 $702K Reduce -3.8%
IJR iShares Core S&P Small-Cap E 0.05% 5,699 $685K Reduce -0.2%
ET Energy Transfer LP 0.05% 41,402 $683K No change
USMV iShares MSCI USA Min Vol Fac 0.05% 7,193 $677K No change
IGM iShares Expanded Tech Sector 0.05% 5,070 $655K No change
XAUG FT Vest US Equity Enhance & 0.05% 17,358 $650K Reduce -1.2%
XDEC FT Vest US Equity Enhance & 0.05% 15,501 $634K Add +191.2%
HACK Amplify Cybersecurity ETF 0.05% 7,605 $611K No change
VEU Vanguard Ftse All-World Ex-U 0.05% 8,228 $605K No change
AMGN Amgen Inc. 0.04% 1,762 $577K Reduce -0.2%
MPLX MPLX LP 0.04% 10,568 $564K No change
XOM Exxon Mobil Corp. 0.04% 4,674 $562K Add +3.3%
CAT Caterpillar Inc. 0.04% 980 $561K Add +4.7%
EPS Wisdomtree US Large Cap Fund 0.04% 7,815 $554K No change
LMT Lockheed Martin Corp. 0.04% 1,123 $543K Reduce -2.4%
ILCG iShares Morningstar Growth E 0.04% 5,060 $526K No change
VZ Verizon Communications Inc. 0.04% 12,847 $523K Reduce -5.5%
NEE Nextera Energy Inc. 0.04% 6,513 $523K Add +1.6%
RTX RTX Corp. 0.04% 2,674 $490K Add +0.3%
PG The Procter & Gamble Co. 0.04% 3,327 $477K Reduce -1.8%
GAUG FT Vest US Equity Moderate B 0.04% 12,105 $475K Reduce -0.8%
MO Altria Group Inc. 0.04% 8,027 $466K Add +15.2%
GEV GE Vernova Inc. 0.03% 706 $461K Add +1.3%
MUB iShares National Muni Bond E 0.03% 4,263 $457K New
GDEC FT Vest US Equity Moderate B 0.03% 11,558 $437K New
PANW Palo Alto Networks Inc. 0.03% 2,340 $431K Add +0.0%
XLF SS Financial Select Sector 0.03% 7,806 $428K Reduce -0.5%
PAYX Paychex Inc. 0.03% 3,713 $416K Reduce -0.1%
MS Morgan Stanley 0.03% 2,312 $410K Add +1.9%
IWR iShares Russell Mid-Cap ETF 0.03% 4,251 $409K Reduce -1.1%
AXP American Express Co. 0.03% 1,097 $406K Reduce -10.4%
VB Vanguard Most SM-Cap ETF-Usd 0.03% 1,562 $403K Reduce -0.9%
XJUL FT Vest US Equity Enhance & 0.03% 10,287 $402K Reduce -1.0%
TQQQ Proshares Ultrapro QQQ 0.03% 7,424 $391K Reduce -0.1%
IWL iShares Russell Top 200 ETF 0.03% 2,229 $380K Reduce -1.1%
HON Honeywell International Inc. 0.03% 1,893 $369K Reduce -0.4%
VFH Vanguard Financials ETF 0.03% 2,721 $363K No change
KEY Keycorp 0.03% 17,345 $358K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.03% 1,136 $358K No change
GJUL FT Vest US Equity Moderate B 0.03% 8,613 $356K Reduce -2.0%
COST Costco Wholesale Corp. 0.03% 399 $344K Reduce -10.9%
PEP Pepsico Inc. 0.03% 2,381 $343K Add +3.5%
SPGI S&P Global Inc. 0.03% 643 $336K Add +11.1%
VIG Vanguard Dividend Apprec ETF 0.03% 1,519 $334K Add +0.1%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.02% 797 $329K Add +27.7%
UNH Unitedhealth Group Inc. 0.02% 994 $328K Reduce -0.9%
AIVL Wisdomtree US AI Enhanced Va 0.02% 2,840 $327K No change
MDY State Street SPDR S&P Midcap 0.02% 536 $325K No change
PLTR Palantir Technologies Inc. Class A 0.02% 1,797 $319K Add +15.6%
TSM Taiwan Semiconductor-SP ADR 0.02% 1,035 $315K Add +16.0%
WMT Walmart Inc. 0.02% 2,798 $312K Reduce -45.6%
LRCX Lam Research Corp. 0.02% 1,810 $310K New
VCR Vanguard Consumer Discre ETF 0.02% 786 $310K No change
GSEW Goldman Sachs Eql WGHT Large 0.02% 3,605 $307K No change
DHR Danaher Corp. 0.02% 1,304 $299K Add +1.7%
ALL Allstate Corp. 0.02% 1,427 $299K Reduce -4.2%
T AT&T Inc. 0.02% 11,995 $298K Reduce -1.8%
FAST Fastenal Co. 0.02% 7,350 $295K Add +2.7%
URI United Rentals Inc. 0.02% 364 $295K Add +0.3%
VWO Vanguard Ftse Emerging Marke 0.02% 5,468 $294K No change
ABT Abbott Laboratories 0.02% 2,307 $289K Reduce -9.1%
HDV iShares Core High Dividend E 0.02% 2,275 $277K New
SCHK Schwab 1000 Index ETF 0.02% 8,378 $275K No change
XJUN FT Vest U.S. Equity Enhance 0.02% 6,378 $274K Reduce -0.8%
GLDM SPDR Gold Minishares Trust 0.02% 3,146 $269K No change
ONEQ Fidelity Nasdaq Comp Indx 0.02% 2,931 $268K No change
CVX Chevron Corp. 0.02% 1,756 $268K Reduce -54.1%
ORCL Oracle Corp. 0.02% 1,353 $264K Reduce -2.2%
SCHG Schwab US Large-Cap Growth 0.02% 7,972 $260K No change
LRGF iShares US Equity Factor ETF 0.02% 3,745 $260K No change
REGN Regeneron Pharmaceuticals 0.02% 330 $255K New
XT Ishar Fture Exp Tech ETF-Usd 0.02% 3,588 $250K No change
LGLV SPDR US LC Low Vol Idx 0.02% 1,400 $246K No change
MCHP Microchip Technology Inc. 0.02% 3,771 $240K Add +4.4%
AEP American Electric Power 0.02% 2,078 $240K Add +0.5%
MA Mastercard Inc. Class A 0.02% 416 $238K Add +9.5%
DE Deere & Co. 0.02% 497 $232K Reduce -0.6%
IMCV iShares Morningstar Mid-Cap 0.02% 2,808 $231K No change
ESGV Vanguard ESG US Stock ETF 0.02% 1,867 $226K No change
CRWD CrowdStrike Holdings Inc. Class A 0.02% 469 $220K New
BBAG JPMorgan Betabuilders US Agg 0.02% 4,720 $219K Reduce -0.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.02% 1,415 $217K New
IHF iShares U.S. Healthcare Prov 0.02% 4,497 $216K No change
DFUS Dimensional US Eq MKT ETF 0.02% 2,890 $214K No change
KO The Coca-Cola Co. 0.02% 3,021 $211K New
BIBL Inspire 100 ETF 0.02% 4,660 $210K No change
TMO Thermo Fisher Scientific Inc. 0.02% 358 $208K New
SHW The Sherwin-Williams Co. 0.02% 635 $206K Add +1.9%
ANET Arista Networks Inc. 0.02% 1,570 $206K Reduce -16.3%
MUNY Vanguard NY Tax-Ex Bond 0.02% 1,972 $204K New
MRK Merck & Co. Inc. 0.02% 1,919 $203K New
GS Goldman Sachs Group Inc. 0.02% 231 $203K New
NOBL Proshares S&P 500 Dividend A 0.02% 1,950 $203K No change
BBDC Barings BDC Inc. 0.01% 10,276 $94K No change
PLUG Plug Power Inc. 0.00% 10,443 $21K Add +1.5%

Portfolio Sells Q3 2025 → Q4 2025
SCHB Schwab US Broad Market ETF Reduce -69.3% 5.02% −11.46
QQQ Invesco QQQ Trust Series 1 Reduce -58.5% 7.23% −10.30
DFAS Dimensional US Small Cap ETF Reduce -82.0% 0.38% −1.73
XLV SS Health Care Select Sector Reduce -94.8% 0.09% −1.49
SCHD Schwab US DVD Equity ETF Reduce -18.1% 5.22% −1.30
AAPL Apple Inc. Reduce -11.8% 5.31% −0.49
RSPT Invesco S&P 500 Equal Weight Reduce -5.8% 1.63% −0.11
ULST SS Ultra Short TM Bond ETF Sold out 0.00% −0.03
VTEB Vanguard Tax-Exempt Bond ETF Reduce -25.6% 0.08% −0.03
CVX Chevron Corp. Reduce -54.1% 0.02% −0.03
BND Vanguard Total Bond Market Reduce -1.4% 0.55% −0.03
VGT Vanguard Info Tech ETF Reduce -0.9% 0.86% −0.02
XOCT FT Vest US Equity Enhance & Reduce -0.6% 2.18% −0.02
AMZN Amazon.com Inc. Reduce -3.3% 1.95% −0.02
HD Home Depot Inc. Reduce -5.6% 0.07% −0.02
AXON Axon Enterprise Inc. Sold out 0.00% −0.02
WMT Walmart Inc. Reduce -45.6% 0.02% −0.02
BX Blackstone Inc. Sold out 0.00% −0.02
ADP Automatic Data Processing Sold out 0.00% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.9% 1.22% −0.02
ABBV Abbvie Inc. Reduce -10.3% 0.08% −0.01
SCHA Schwab US Small-Cap ETF Reduce -1.4% 0.61% −0.01
TOTL SS Doubleline TR Tact ETF Reduce -7.3% 0.11% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.4% 0.33% −0.01
ORCL Oracle Corp. Reduce -2.2% 0.02% −0.01
XLK SS Technology Select Sector Reduce -1.2% 0.51% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -0.5% 0.76% −0.01
GMAR FT Vest US Equity Moderate B Reduce -1.7% 0.35% −0.01
UNP Union Pacific Corp. Reduce -0.2% 0.13% −0.01
VZ Verizon Communications Inc. Reduce -5.5% 0.04% −0.01
COST Costco Wholesale Corp. Reduce -10.9% 0.03% −0.01
GOCT FT Vest US Equity Moderate B Reduce -0.2% 1.32% −0.01
RSP Invesco S&P 500 Equal Weight Reduce -0.8% 0.23% −0.01
ANET Arista Networks Inc. Reduce -16.3% 0.02% −0.01
PAYX Paychex Inc. Reduce -0.1% 0.03% −0.01
MCD McDonald's Corp. Reduce -3.3% 0.08% −0.00
ABT Abbott Laboratories Reduce -9.1% 0.02% −0.00
PM Philip Morris International Reduce -1.3% 0.09% −0.00
PG The Procter & Gamble Co. Reduce -1.8% 0.04% −0.00
VNQ Vanguard Real Estate ETF Reduce -0.1% 0.07% −0.00
T AT&T Inc. Reduce -1.8% 0.02% −0.00
LMT Lockheed Martin Corp. Reduce -2.4% 0.04% −0.00
HON Honeywell International Inc. Reduce -0.4% 0.03% −0.00
IVV iShares Core S&P 500 ETF Reduce -3.2% 0.07% −0.00
ALL Allstate Corp. Reduce -4.2% 0.02% −0.00
UNH Unitedhealth Group Inc. Reduce -0.9% 0.02% −0.00
V Visa Inc. Class A Reduce -3.8% 0.05% −0.00
SCHX Schwab US Large-Cap ETF Reduce -0.5% 0.16% −0.00
IWR iShares Russell Mid-Cap ETF Reduce -1.1% 0.03% −0.00
XAUG FT Vest US Equity Enhance & Reduce -1.2% 0.05% −0.00

Portfolio Buys Q3 2025 → Q4 2025
QQQM Invesco Nasdaq 100 ETF Add +68507.2% 11.15% +11.13
VOO Vanguard S&P 500 ETF Add +2668.3% 11.42% +11.01
SMH Vaneck Semiconductor ETF New 1.37% +1.37
HODL Vaneck Bitcoin ETF New 1.27% +1.27
NLR Vaneck Urani & Nuclr ETF-Usd New 1.23% +1.23
JCPB JPMorgan Core Plus Bond ETF Add +14.4% 3.12% +0.31
AGG iShares Core U.S. Aggregate Add +7.9% 5.63% +0.25
SCHR Schwab Intermediate-Term US Add +10.8% 2.66% +0.19
JEPI JPMorgan Equity Premium Inco Add +9.1% 2.22% +0.14
SCHI Schwab 5-10 Year Corporate B Add +9.1% 2.46% +0.13
GOOG Alphabet Inc. Class C Add +3.4% 0.27% +0.06
GOOGL Alphabet Inc. Class A Add +4.8% 0.23% +0.06
MUB iShares National Muni Bond E New 0.03% +0.03
NVDA Nvidia Corp. Add +11.3% 0.45% +0.03
GDEC FT Vest US Equity Moderate B New 0.03% +0.03
XDEC FT Vest US Equity Enhance & Add +191.2% 0.05% +0.03
LLY Eli Lilly & Co. Add +3.1% 0.09% +0.03
LRCX Lam Research Corp. New 0.02% +0.02
HDV iShares Core High Dividend E New 0.02% +0.02
AMD Advanced Micro Devices Add +10.3% 0.07% +0.02
REGN Regeneron Pharmaceuticals New 0.02% +0.02
CRWD CrowdStrike Holdings Inc. Class A New 0.02% +0.02
TJX TJX Companies Inc. New 0.02% +0.02
KO The Coca-Cola Co. New 0.02% +0.02
TMO Thermo Fisher Scientific Inc. New 0.02% +0.02
MRK Merck & Co. Inc. New 0.02% +0.02
MUNY Vanguard NY Tax-Ex Bond New 0.02% +0.02
GS Goldman Sachs Group Inc. New 0.02% +0.02
TSLA Tesla Inc. Add +11.9% 0.14% +0.01
AVGO Broadcom Inc. Add +19.0% 0.07% +0.01
NUE Nucor Corp. Add +0.2% 0.08% +0.01
JNJ Johnson & Johnson Add +1.6% 0.11% +0.01
CAT Caterpillar Inc. Add +4.7% 0.04% +0.01
CSCO Cisco Systems Inc. Add +2.9% 0.05% +0.01
MGK Vngrd Mrgstr MG CP GR ETF-Ui Add +27.7% 0.02% +0.01
BAC Bank of America Corp. Add +0.6% 0.12% +0.00
TSM Taiwan Semiconductor-SP ADR Add +16.0% 0.02% +0.00
WFC Wells Fargo & Co. Add +0.8% 0.05% +0.00
SPGI S&P Global Inc. Add +11.1% 0.03% +0.00
MS Morgan Stanley Add +1.9% 0.03% +0.00
XOM Exxon Mobil Corp. Add +3.3% 0.04% +0.00
DHR Danaher Corp. Add +1.7% 0.02% +0.00
RTX RTX Corp. Add +0.3% 0.04% +0.00
PLTR Palantir Technologies Inc. Class A Add +15.6% 0.02% +0.00
IBM Intl Business Machines Corp. Add +0.9% 0.07% +0.00
NEE Nextera Energy Inc. Add +1.6% 0.04% +0.00
META Meta Platforms Inc. Class A Add +16.9% 0.08% +0.00
GEV GE Vernova Inc. Add +1.3% 0.03% +0.00
MA Mastercard Inc. Class A Add +9.5% 0.02% +0.00
PEP Pepsico Inc. Add +3.5% 0.03% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 191$1.5BQQQM, VOO, QQQ, DGRW, AAPL
Q1 2026 173$1.4BQQQM, VOO, QQQ, DUHP, DGRW
Q4 2025 163$1.3BVOO, QQQM, QQQ, DUHP, DGRW
Q3 2025 152$1.3BQQQ, SCHB, SCHD, DUHP, DGRW
Q2 2025 142$1.2BQQQ, SCHB, SCHD, DUHP, DGRW
Q1 2025 138$1.1BQQQ, SCHB, SCHD, DGRW, DUHP
Q4 2024 148$1.1BQQQ, SCHB, SCHD, AAPL, DGRW
Q3 2024 153$1.1BQQQ, SCHB, DGRW, SCHD, AAPL
Q2 2024 148$1.1BQQQ, SCHB, DGRW, AAPL, SCHD
Q1 2024 149$1.0BQQQ, SCHB, SCHD, DUHP, AAPL