Bouchey Financial Group, Ltd.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Bouchey Financial Group, Ltd. reported 173 stock positions worth $1.4 billion. Its top holding was Invesco Nasdaq 100 ETF (QQQM) at 11.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 11.2%) and Invesco QQQ Trust Series 1 (QQQ, 6.6%). Compared with Q4 2025, it opened 16 new positions, sold out of 6, added to 79 and reduced 39. The biggest buy was a new position in FT Core Investment Grade ETF (FTCB) and the biggest sale an exit from Schwab Intermediate-Term US (SCHR).

Most Recent 13F
Q2 2026
Location
TROY, NY
CIK
0001599054
Portfolio Value
$1.4B (Q1 2026)
SEC Filing
0001951757-26-000587 ↗ filed Apr 13, 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 Q4 2025 Q1 2026: $1.4B $1.4B Q1 2026 Q2 2026: $1.5B Q2 2026

Holdings 173 stocks · $1.4B
QQQM Invesco Nasdaq 100 ETF 11.31% 613,454 $154.1M Add +4.3%
VOO Vanguard S&P 500 ETF 11.22% 244,761 $153.0M Add +0.8%
QQQ Invesco QQQ Trust Series 1 6.64% 148,419 $90.6M Reduce -5.5%
DUHP Dimensional US High Profi Et 6.04% 2,161,309 $82.3M Add +0.8%
DGRW Wisdomtree U.S. Quality Divi 5.82% 874,519 $79.4M Add +0.2%
AGG iShares Core U.S. Aggregate 5.64% 772,082 $76.8M Add +2.6%
SCHD Schwab US DVD Equity ETF 5.35% 2,356,664 $72.9M Reduce -7.1%
AAPL Apple Inc. 4.99% 260,954 $68.0M Add +0.1%
SCHB Schwab US Broad Market ETF 4.72% 2,451,793 $64.4M Reduce -4.0%
JCPB JPMorgan Core Plus Bond ETF 3.16% 912,812 $43.0M Add +3.9%
FTCB FT Core Investment Grade ETF 2.92% 1,888,276 $39.8M New
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.58% 118,112 $35.2M Add +1.5%
SMH Vaneck Semiconductor ETF 2.58% 81,823 $35.2M Add +61.0%
SCHI Schwab 5-10 Year Corporate B 2.46% 1,470,244 $33.5M Add +3.0%
JEPI JPMorgan Equity Premium Inco 2.24% 529,383 $30.6M Add +2.4%
XOCT FT Vest US Equity Enhance & 2.14% 766,568 $29.2M Reduce -0.3%
AMZN Amazon.com Inc. 2.00% 116,425 $27.2M Add +3.2%
RSPT Invesco S&P 500 Equal Weight 1.67% 473,778 $22.7M Reduce -0.8%
HODL Vaneck Bitcoin ETF 1.43% 957,597 $19.5M Add +39.4%
NLR Vaneck Urani & Nuclr ETF-Usd 1.40% 140,081 $19.1M Add +6.3%
GOCT FT Vest US Equity Moderate B 1.31% 449,616 $17.8M Add +0.2%
SPY SS SPDR S&P 500 ETF Trust-US 1.19% 23,799 $16.2M Add +0.0%
VTI VG Morningstar TS MKT ETF-US 0.74% 29,959 $10.0M Reduce -0.5%
VGT Vanguard Info Tech ETF 0.73% 13,428 $9.9M Reduce -11.8%
BND Vanguard Total Bond Market 0.54% 99,725 $7.4M Add +0.5%
XLK SS Technology Select Sector 0.51% 48,945 $7.0M Add +3.3%
MSFT Microsoft Corp. 0.39% 14,285 $5.3M Reduce -0.1%
NVDA Nvidia Corp. 0.38% 28,454 $5.2M Reduce -11.0%
GMAR FT Vest US Equity Moderate B 0.33% 105,076 $4.5M Reduce -8.2%
BRK.B Berkshire Hathaway Inc. Class B 0.31% 8,588 $4.2M Reduce -1.3%
GOOGL Alphabet Inc. Class A 0.25% 10,696 $3.4M Add +7.9%
IWM iShares Russell 2000 ETF 0.24% 12,623 $3.3M No change
RSP Invesco S&P 500 Equal Weight 0.23% 15,579 $3.1M Reduce -3.2%
VYM Vanguard High DVD Yield ETF 0.20% 17,542 $2.7M Add +0.0%
JPM JPMorgan Chase & Co. 0.19% 8,323 $2.6M Reduce -4.8%
AVGO Broadcom Inc. 0.16% 6,231 $2.2M Add +146.7%
GOOG Alphabet Inc. Class C 0.16% 6,767 $2.1M Reduce -40.6%
SCHX Schwab US Large-Cap ETF 0.15% 77,969 $2.1M Add +0.8%
MU Micron Technology Inc. 0.15% 4,887 $2.1M Add +4.5%
UNP Union Pacific Corp. 0.14% 7,727 $1.9M Add +3.2%
JNJ Johnson & Johnson 0.14% 7,666 $1.8M Add +4.1%
SCHA Schwab US Small-Cap ETF 0.13% 59,565 $1.8M Reduce -79.2%
SDY SS SPDR S&P Dividend ETF 0.13% 12,000 $1.8M No change
TSLA Tesla Inc. 0.11% 4,495 $1.6M Add +8.2%
XDEC FT Vest US Equity Enhance & 0.11% 35,188 $1.5M Add +127.0%
TOTL SS Doubleline TR Tact ETF 0.10% 35,389 $1.4M Reduce -1.0%
SCHM Schwab US Mid Cap ETF 0.09% 38,980 $1.3M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 23,915 $1.3M Reduce -15.9%
PM Philip Morris International 0.09% 7,482 $1.2M Add +0.4%
VTEB Vanguard Tax-Exempt Bond ETF 0.09% 23,552 $1.2M Add +10.7%
MCD McDonald's Corp. 0.08% 3,676 $1.1M Add +4.9%
NUE Nucor Corp. 0.08% 6,158 $1.1M Add +0.2%
LLY Eli Lilly & Co. 0.08% 1,165 $1.1M Add +3.7%
XLV SS Health Care Select Sector 0.08% 7,452 $1.1M Reduce -2.3%
VUSB Vanguard Ultra Short Bond Et 0.08% 22,239 $1.1M Reduce -12.5%
GDEC FT Vest US Equity Moderate B 0.08% 28,527 $1.1M Add +146.8%
CAT Caterpillar Inc. 0.07% 1,298 $1.0M Add +32.5%
IVV iShares Core S&P 500 ETF 0.07% 1,476 $1.0M Add +1.2%
META Meta Platforms Inc. Class A 0.07% 1,602 $1.0M Add +3.3%
ABBV Abbvie Inc. 0.07% 4,689 $996K Reduce -2.9%
AMD Advanced Micro Devices 0.07% 4,148 $982K Reduce -0.6%
CSCO Cisco Systems Inc. 0.07% 11,730 $979K Add +23.6%
HD Home Depot Inc. 0.07% 2,883 $979K Add +8.9%
VNQ Vanguard Real Estate ETF 0.07% 10,425 $967K No change
GE General Electric filed as GE AEROSPACE 0.07% 2,976 $932K Add +2.2%
AAUA Alpha Architect US Equ 3 ETF 0.07% 17,822 $915K New
ET Energy Transfer LP 0.06% 41,402 $790K No change
LMT Lockheed Martin Corp. 0.06% 1,242 $775K Add +10.6%
XOM Exxon Mobil Corp. 0.06% 4,970 $771K Add +6.3%
VXF Vanguard Extended Market ETF 0.06% 3,561 $765K No change
IJR iShares Core S&P Small-Cap E 0.05% 5,699 $745K No change
PULS Pgim Ultra Short Bond ETF 0.05% 14,908 $739K New
GEV GE Vernova Inc. 0.05% 763 $739K Add +8.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 3,076 $730K Add +0.1%
USMV iShares MSCI USA Min Vol Fac 0.05% 7,193 $675K No change
NEE Nextera Energy Inc. 0.05% 7,013 $663K Add +7.7%
XAUG FT Vest US Equity Enhance & 0.05% 17,327 $656K Reduce -0.2%
WFC Wells Fargo & Co. 0.05% 7,576 $652K Reduce -0.2%
VEU Vanguard Ftse All-World Ex-U 0.05% 8,228 $650K No change
V Visa Inc. Class A 0.05% 2,107 $649K Add +5.3%
AMGN Amgen Inc. 0.05% 1,825 $649K Add +3.6%
VZ Verizon Communications Inc. 0.05% 13,518 $646K Add +5.2%
IGM iShares Expanded Tech Sector 0.05% 5,070 $645K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 2,978 $604K Reduce -26.3%
WMT Walmart Inc. 0.04% 4,662 $602K Add +66.6%
MPLX MPLX LP 0.04% 10,568 $596K No change
PG The Procter & Gamble Co. 0.04% 3,933 $577K Add +18.2%
HACK Amplify Cybersecurity ETF 0.04% 7,605 $569K No change
MO Altria Group Inc. 0.04% 8,339 $566K Add +3.9%
COST Costco Wholesale Corp. 0.04% 547 $565K Add +37.1%
EPS Wisdomtree US Large Cap Fund 0.04% 7,815 $557K No change
RTX RTX Corp. 0.04% 2,711 $551K Add +1.4%
TRTX TPG Re Finance Trust Inc. 0.04% 65,616 $536K New
CVX Chevron Corp. 0.04% 2,710 $516K Add +54.3%
ILCG iShares Morningstar Growth E 0.04% 5,060 $512K No change
LRCX Lam Research Corp. 0.04% 1,940 $502K Add +7.2%
GAUG FT Vest US Equity Moderate B 0.04% 12,069 $479K Reduce -0.3%
HON Honeywell International Inc. 0.03% 1,957 $462K Add +3.4%
DE Deere & Co. 0.03% 743 $460K Add +49.5%
XLF SS Financial Select Sector 0.03% 8,937 $459K Add +14.5%
MUB iShares National Muni Bond E 0.03% 4,263 $456K No change
DFAS Dimensional US Small Cap ETF 0.03% 5,943 $444K Reduce -91.7%
IWR iShares Russell Mid-Cap ETF 0.03% 4,249 $430K Reduce -0.1%
PANW Palo Alto Networks Inc. 0.03% 2,558 $427K Add +9.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.03% 926 $426K Reduce -63.8%
MS Morgan Stanley 0.03% 2,351 $419K Add +1.7%
PEP Pepsico Inc. 0.03% 2,622 $413K Add +10.1%
XJUL FT Vest US Equity Enhance & 0.03% 10,287 $408K No change
MRK Merck & Co. Inc. 0.03% 3,230 $396K Add +68.3%
FAST Fastenal Co. 0.03% 7,730 $380K Add +5.2%
TSM Taiwan Semiconductor-SP ADR 0.03% 1,029 $376K Reduce -0.6%
IWL iShares Russell Top 200 ETF 0.03% 2,229 $375K No change
KEY Keycorp 0.03% 17,029 $369K Reduce -1.8%
TQQQ Proshares Ultrapro QQQ 0.03% 7,424 $363K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.03% 1,136 $355K No change
GJUL FT Vest US Equity Moderate B 0.03% 8,365 $350K Reduce -2.9%
MDY State Street SPDR S&P Midcap 0.03% 536 $347K No change
AIVL Wisdomtree US AI Enhanced Va 0.03% 2,840 $345K No change
AMAT Applied Materials Inc. 0.03% 867 $345K New
VIG Vanguard Dividend Apprec ETF 0.02% 1,519 $339K No change
ALL Allstate Corp. 0.02% 1,557 $334K Add +9.1%
T AT&T Inc. 0.02% 12,385 $332K Add +3.3%
CBU Community Financial System I 0.02% 5,246 $330K New
GSEW Goldman Sachs Eql WGHT Large 0.02% 3,605 $315K No change
ABT Abbott Laboratories 0.02% 3,038 $312K Add +31.7%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.02% 804 $310K Add +0.9%
VWO Vanguard Ftse Emerging Marke 0.02% 5,468 $309K No change
HDV iShares Core High Dividend E 0.02% 2,275 $308K No change
UNH Unitedhealth Group Inc. 0.02% 1,003 $308K Add +0.9%
KO The Coca-Cola Co. 0.02% 3,873 $303K Add +28.2%
PLTR Palantir Technologies Inc. Class A 0.02% 2,320 $303K Add +29.1%
VCR Vanguard Consumer Discre ETF 0.02% 786 $294K No change
GLDM SPDR Gold Minishares Trust 0.02% 3,110 $294K Reduce -1.1%
AXP American Express Co. 0.02% 902 $287K Reduce -17.8%
ULST SS Ultra Short TM Bond ETF 0.02% 6,979 $282K New
AEP American Electric Power 0.02% 2,050 $281K Reduce -1.4%
URI United Rentals Inc. 0.02% 363 $279K Reduce -0.3%
XJUN FT Vest U.S. Equity Enhance 0.02% 6,361 $278K Reduce -0.3%
REGN Regeneron Pharmaceuticals 0.02% 359 $276K Add +8.8%
MCHP Microchip Technology Inc. 0.02% 3,861 $275K Add +2.4%
SCHK Schwab 1000 Index ETF 0.02% 8,378 $274K No change
SCHG Schwab US Large-Cap Growth 0.02% 8,912 $271K Add +11.8%
VFH Vanguard Financials ETF 0.02% 2,144 $270K Reduce -21.2%
SPGI S&P Global Inc. 0.02% 630 $267K Reduce -2.0%
ONEQ Fidelity Nasdaq Comp Indx 0.02% 2,931 $263K No change
LRGF iShares US Equity Factor ETF 0.02% 3,745 $258K No change
XT Ishar Fture Exp Tech ETF-Usd 0.02% 3,588 $256K No change
LGLV SPDR US LC Low Vol Idx 0.02% 1,400 $255K No change
NOC Northrop Grumman Corp. 0.02% 369 $255K New
DHR Danaher Corp. 0.02% 1,306 $252K Add +0.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.02% 1,487 $245K Add +5.1%
IMCV iShares Morningstar Mid-Cap 0.02% 2,808 $245K No change
NFLX Netflix Inc. 0.02% 2,387 $244K New
BIBL Inspire 100 ETF 0.02% 4,660 $234K No change
INTC Intel Corp. 0.02% 3,778 $233K New
SXI Standex International Corp. 0.02% 840 $229K New
SHW The Sherwin-Williams Co. 0.02% 682 $229K Add +7.4%
VLO Valero Energy Corp. 0.02% 971 $228K New
GS Goldman Sachs Group Inc. 0.02% 249 $225K Add +7.8%
ANET Arista Networks Inc. 0.02% 1,526 $223K Reduce -2.8%
ESGV Vanguard ESG US Stock ETF 0.02% 1,867 $220K No change
NOBL Proshares S&P 500 Dividend A 0.02% 2,030 $219K Add +4.1%
SPDW Ste STR SPDR PT DW Eu ETF 0.02% 4,540 $218K New
BBAG JPMorgan Betabuilders US Agg 0.02% 4,720 $218K No change
COP Conocophillips 0.02% 1,752 $216K New
MA Mastercard Inc. Class A 0.02% 428 $216K Add +2.9%
TPL Texas Pacific Land Corp. 0.02% 567 $214K New
DFUS Dimensional US Eq MKT ETF 0.02% 2,890 $214K No change
KLAC KLA Corp. 0.02% 124 $214K New
MUNY Vanguard NY Tax-Ex Bond 0.01% 1,972 $203K No change
IHF iShares U.S. Healthcare Prov 0.01% 4,497 $202K No change
BBDC Barings BDC Inc. 0.01% 10,276 $86K No change
PLUG Plug Power Inc. filed as PLUG PWR INC 0.00% 12,551 $34K Add +20.2%

Portfolio Sells Q4 2025 → Q1 2026
SCHR Schwab Intermediate-Term US Sold out 0.00% −2.66
QQQ Invesco QQQ Trust Series 1 Reduce -5.5% 6.64% −0.59
SCHA Schwab US Small-Cap ETF Reduce -79.2% 0.13% −0.48
DFAS Dimensional US Small Cap ETF Reduce -91.7% 0.03% −0.34
SCHB Schwab US Broad Market ETF Reduce -4.0% 4.72% −0.30
VGT Vanguard Info Tech ETF Reduce -11.8% 0.73% −0.13
MSFT Microsoft Corp. Reduce -0.1% 0.39% −0.13
GOOG Alphabet Inc. Class C Reduce -40.6% 0.16% −0.11
NVDA Nvidia Corp. Reduce -11.0% 0.38% −0.06
VUG Vanguard Mrngstar GR ETF-Sui Reduce -63.8% 0.03% −0.06
XOCT FT Vest US Equity Enhance & Reduce -0.3% 2.14% −0.03
PAYX Paychex Inc. Sold out 0.00% −0.03
VB Vanguard Most SM-Cap ETF-Usd Sold out 0.00% −0.03
BAC Bank of America Corp. Reduce -15.9% 0.09% −0.02
GMAR FT Vest US Equity Moderate B Reduce -8.2% 0.33% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.3% 0.31% −0.02
JPM JPMorgan Chase & Co. Reduce -4.8% 0.19% −0.02
ORCL Oracle Corp. Sold out 0.00% −0.02
VTI VG Morningstar TS MKT ETF-US Reduce -0.5% 0.74% −0.02
CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −0.02
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.02
VUSB Vanguard Ultra Short Bond Et Reduce -12.5% 0.08% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -26.3% 0.04% −0.01
ABBV Abbvie Inc. Reduce -2.9% 0.07% −0.01
AXP American Express Co. Reduce -17.8% 0.02% −0.01
VFH Vanguard Financials ETF Reduce -21.2% 0.02% −0.01
XLV SS Health Care Select Sector Reduce -2.3% 0.08% −0.01
SPGI S&P Global Inc. Reduce -2.0% 0.02% −0.01
WFC Wells Fargo & Co. Reduce -0.2% 0.05% −0.01
RSP Invesco S&P 500 Equal Weight Reduce -3.2% 0.23% −0.00
TOTL SS Doubleline TR Tact ETF Reduce -1.0% 0.10% −0.00
URI United Rentals Inc. Reduce -0.3% 0.02% −0.00
GJUL FT Vest US Equity Moderate B Reduce -2.9% 0.03% −0.00
XAUG FT Vest US Equity Enhance & Reduce -0.2% 0.05% −0.00
GAUG FT Vest US Equity Moderate B Reduce -0.3% 0.04% −0.00
XJUN FT Vest U.S. Equity Enhance Reduce -0.3% 0.02% −0.00
KEY Keycorp Reduce -1.8% 0.03% +0.00
IWR iShares Russell Mid-Cap ETF Reduce -0.1% 0.03% +0.00
ANET Arista Networks Inc. Reduce -2.8% 0.02% +0.00
GLDM SPDR Gold Minishares Trust Reduce -1.1% 0.02% +0.00
AEP American Electric Power Reduce -1.4% 0.02% +0.00
TSM Taiwan Semiconductor-SP ADR Reduce -0.6% 0.03% +0.00
AMD Advanced Micro Devices Reduce -0.6% 0.07% +0.01
RSPT Invesco S&P 500 Equal Weight Reduce -0.8% 1.67% +0.04
SCHD Schwab US DVD Equity ETF Reduce -7.1% 5.35% +0.13

Portfolio Buys Q4 2025 → Q1 2026
FTCB FT Core Investment Grade ETF New 2.92% +2.92
SMH Vaneck Semiconductor ETF Add +61.0% 2.58% +1.21
NLR Vaneck Urani & Nuclr ETF-Usd Add +6.3% 1.40% +0.18
HODL Vaneck Bitcoin ETF Add +39.4% 1.43% +0.16
QQQM Invesco Nasdaq 100 ETF Add +4.3% 11.31% +0.16
AVGO Broadcom Inc. Add +146.7% 0.16% +0.10
AAUA Alpha Architect US Equ 3 ETF New 0.07% +0.07
XDEC FT Vest US Equity Enhance & Add +127.0% 0.11% +0.06
PULS Pgim Ultra Short Bond ETF New 0.05% +0.05
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +1.5% 2.58% +0.05
MU Micron Technology Inc. Add +4.5% 0.15% +0.05
GDEC FT Vest US Equity Moderate B Add +146.8% 0.08% +0.05
AMZN Amazon.com Inc. Add +3.2% 2.00% +0.04
TRTX TPG Re Finance Trust Inc. New 0.04% +0.04
CAT Caterpillar Inc. Add +32.5% 0.07% +0.03
JCPB JPMorgan Core Plus Bond ETF Add +3.9% 3.16% +0.03
AMAT Applied Materials Inc. New 0.03% +0.03
CBU Community Financial System I New 0.02% +0.02
JNJ Johnson & Johnson Add +4.1% 0.14% +0.02
WMT Walmart Inc. Add +66.6% 0.04% +0.02
ULST SS Ultra Short TM Bond ETF New 0.02% +0.02
JEPI JPMorgan Equity Premium Inco Add +2.4% 2.24% +0.02
GEV GE Vernova Inc. Add +8.1% 0.05% +0.02
NOC Northrop Grumman Corp. New 0.02% +0.02
NFLX Netflix Inc. New 0.02% +0.02
CVX Chevron Corp. Add +54.3% 0.04% +0.02
GOOGL Alphabet Inc. Class A Add +7.9% 0.25% +0.02
INTC Intel Corp. New 0.02% +0.02
CSCO Cisco Systems Inc. Add +23.6% 0.07% +0.02
SXI Standex International Corp. New 0.02% +0.02
VLO Valero Energy Corp. New 0.02% +0.02
DE Deere & Co. Add +49.5% 0.03% +0.02
LMT Lockheed Martin Corp. Add +10.6% 0.06% +0.02
SPDW Ste STR SPDR PT DW Eu ETF New 0.02% +0.02
COP Conocophillips New 0.02% +0.02
KLAC KLA Corp. New 0.02% +0.02
TPL Texas Pacific Land Corp. New 0.02% +0.02
COST Costco Wholesale Corp. Add +37.1% 0.04% +0.02
XOM Exxon Mobil Corp. Add +6.3% 0.06% +0.01
MRK Merck & Co. Inc. Add +68.3% 0.03% +0.01
LRCX Lam Research Corp. Add +7.2% 0.04% +0.01
UNP Union Pacific Corp. Add +3.2% 0.14% +0.01
NEE Nextera Energy Inc. Add +7.7% 0.05% +0.01
VZ Verizon Communications Inc. Add +5.2% 0.05% +0.01
NUE Nucor Corp. Add +0.2% 0.08% +0.01
VYM Vanguard High DVD Yield ETF Add +0.0% 0.20% +0.01
MO Altria Group Inc. Add +3.9% 0.04% +0.01
PG The Procter & Gamble Co. Add +18.2% 0.04% +0.01
VTEB Vanguard Tax-Exempt Bond ETF Add +10.7% 0.09% +0.01
KO The Coca-Cola Co. Add +28.2% 0.02% +0.01

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