Bowman & Co S.C.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Bowman & Co S.C. reported 116 stock positions worth $236.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 13.9% of the portfolio, followed by Avantis US Small Cap Value (AVUV, 4.9%) and iShares Core U.S. Aggregate (AGG, 3.7%). Compared with Q3 2025, it opened 11 new positions, sold out of 2, added to 44 and reduced 54. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +1%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −11%).
- Most Recent 13F
- Q4 2025
- Location
- Oshkosh, WI
- CIK
- 0001906275
- Portfolio Value
- $236.4M (Q4 2025)
- SEC Filing
- 0002085853-26-000074 ↗ filed Jan 23, 2026
Holdings Value
Holdings 116 stocks · $236.4M
| VOO Vanguard S&P 500 ETF | 13.93% | 52,501 | $32.9M | Add +1.5% |
| AVUV Avantis US Small Cap Value | 4.87% | 112,904 | $11.5M | Reduce -7.1% |
| AGG iShares Core U.S. Aggregate | 3.72% | 87,965 | $8.8M | Reduce -11.1% |
| JPM JPMorgan Chase & Co. | 3.50% | 25,650 | $8.3M | Reduce -0.6% |
| AAPL Apple Inc. | 3.44% | 29,887 | $8.1M | Reduce -0.8% |
| AVGO Broadcom Inc. | 3.41% | 23,311 | $8.1M | Reduce -3.2% |
| MSFT Microsoft Corp. | 3.08% | 15,024 | $7.3M | Reduce -0.7% |
| JAAA Janus Henderson Aaa Clo ETF | 3.03% | 141,616 | $7.2M | Reduce -1.1% |
| IEFA iShares Core MSCI Eafe ETF | 2.50% | 66,135 | $5.9M | Reduce -2.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.36% | 110,795 | $5.6M | Reduce -1.1% |
| WMT Walmart Inc. | 2.10% | 44,582 | $5.0M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 1.87% | 14,122 | $4.4M | Reduce -2.0% |
| MSI Motorola Solutions Inc. | 1.62% | 9,988 | $3.8M | Reduce -0.7% |
| ETN Eaton Corp. PLC | 1.53% | 11,332 | $3.6M | Add +0.2% |
| IJH iShares Core S&P Midcap ETF | 1.50% | 53,768 | $3.5M | Add +0.6% |
| WTV Wisdomtree U.S. Value Fund | 1.42% | 36,054 | $3.4M | Add +0.5% |
| VYM Vanguard High DVD Yield ETF | 1.38% | 22,743 | $3.3M | Reduce -2.8% |
| HD Home Depot Inc. | 1.36% | 9,327 | $3.2M | Reduce -0.1% |
| TT Trane Technologies PLC | 1.30% | 7,895 | $3.1M | Reduce -1.8% |
| USMV iShares MSCI USA Min Vol Fac | 1.24% | 31,020 | $2.9M | Add +0.3% |
| ADI Analog Devices Inc. | 1.18% | 10,286 | $2.8M | Add +2.6% |
| META Meta Platforms Inc. Class A | 1.14% | 4,077 | $2.7M | Reduce -0.7% |
| CB Chubb Ltd. | 1.13% | 8,558 | $2.7M | Reduce -0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.13% | 5,477 | $2.7M | Add +0.1% |
| CME Cme Group Inc. | 1.06% | 9,195 | $2.5M | Add +0.2% |
| JNJ Johnson & Johnson | 1.05% | 11,960 | $2.5M | Add +0.5% |
| MPC Marathon Petroleum Corp. | 1.04% | 15,101 | $2.5M | Add +0.6% |
| ABBV Abbvie Inc. | 1.03% | 10,647 | $2.4M | Add +0.7% |
| JCI Johnson Controls Internation | 0.98% | 19,413 | $2.3M | Add +0.2% |
| V Visa Inc. Class A | 0.98% | 6,580 | $2.3M | Reduce -2.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.95% | 14,605 | $2.2M | Reduce -2.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.86% | 4,918 | $2.0M | Reduce -0.5% |
| IVW iShares S&P 500 Growth ETF | 0.83% | 15,995 | $2.0M | Reduce -4.8% |
| AMD Advanced Micro Devices | 0.81% | 8,918 | $1.9M | Reduce -1.7% |
| MDT Medtronic PLC | 0.75% | 18,486 | $1.8M | Add +0.7% |
| DRI Darden Restaurants Inc. | 0.74% | 9,461 | $1.7M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 0.72% | 7,413 | $1.7M | Reduce -1.6% |
| GEV GE Vernova Inc. | 0.72% | 2,605 | $1.7M | Reduce -2.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.71% | 5,757 | $1.7M | Add +3.9% |
| O Realty Income Corp. | 0.71% | 29,576 | $1.7M | Reduce -0.2% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.70% | 11,788 | $1.7M | Add +0.7% |
| CMI Cummins Inc. | 0.67% | 3,071 | $1.6M | Add +3.6% |
| CRM Salesforce Inc. | 0.66% | 5,839 | $1.5M | Add +0.3% |
| APD Air Products & Chemicals Inc. | 0.65% | 6,223 | $1.5M | Reduce -6.7% |
| SPGI S&P Global Inc. | 0.64% | 2,865 | $1.5M | Reduce -0.6% |
| UNH Unitedhealth Group Inc. | 0.60% | 4,311 | $1.4M | Reduce -6.4% |
| ALL Allstate Corp. | 0.60% | 6,798 | $1.4M | Reduce -0.6% |
| FLMI Franklin Dynamic Municipal B | 0.60% | 56,819 | $1.4M | Add +1.3% |
| MLN Vaneck Long Muni ETF | 0.59% | 79,305 | $1.4M | Add +1.2% |
| VZ Verizon Communications Inc. | 0.59% | 34,005 | $1.4M | Reduce -1.0% |
| IQV Iqvia Holdings Inc. | 0.56% | 5,905 | $1.3M | Reduce -1.0% |
| NIC Nicolet Bankshares Inc. | 0.55% | 10,755 | $1.3M | Reduce -8.4% |
| UNP Union Pacific Corp. | 0.55% | 5,567 | $1.3M | Reduce -1.3% |
| NXPI NXP Semiconductors NV | 0.54% | 5,908 | $1.3M | Reduce -0.8% |
| MUB iShares National Muni Bond E | 0.50% | 11,090 | $1.2M | Reduce -5.0% |
| STE Steris PLC | 0.50% | 4,613 | $1.2M | Reduce -1.0% |
| FIS Fidelity National Info Serv | 0.48% | 17,078 | $1.1M | Reduce -9.5% |
| RWJ Invesco S&P Smallcap 600 | 0.48% | 23,197 | $1.1M | Add +0.1% |
| NEE Nextera Energy Inc. | 0.46% | 13,658 | $1.1M | Add +1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.42% | 5,196 | $992K | Reduce -3.2% |
| ETR Entergy Corp. | 0.41% | 10,381 | $961K | New |
| CMCSA Comcast Corp. Class A | 0.40% | 31,442 | $940K | Reduce -12.4% |
| FANG Diamondback Energy Inc. | 0.39% | 6,195 | $931K | Add +3.2% |
| IJR iShares Core S&P Small-Cap E | 0.38% | 7,513 | $903K | Add +2.7% |
| BBY Best Buy Co. Inc. | 0.35% | 12,256 | $820K | Reduce -11.2% |
| APH Amphenol Corp. Class A | 0.32% | 5,616 | $760K | Reduce -1.5% |
| IVV iShares Core S&P 500 ETF | 0.31% | 1,074 | $736K | Add +8.9% |
| EW Edwards Lifesciences Corp. | 0.30% | 8,407 | $717K | Reduce -0.2% |
| SCHF Schwab Intl Equity ETF | 0.29% | 28,422 | $683K | Add +0.9% |
| MTUM iShares MSCI USA Momentum Fa | 0.29% | 2,717 | $680K | Add +6.8% |
| ILCG iShares Morningstar Growth E | 0.29% | 6,505 | $677K | Reduce -1.7% |
| XOM Exxon Mobil Corp. | 0.29% | 5,605 | $675K | Add +0.1% |
| IEMG iShares Core MSCI Emerging | 0.26% | 9,166 | $616K | Add +5.0% |
| CMG Chipotle Mexican Grill Inc. | 0.26% | 16,621 | $615K | Reduce -10.1% |
| DXCM Dexcom Inc. | 0.26% | 9,257 | $614K | Reduce -19.3% |
| VTWO Vanguard Russell 2000 ETF | 0.26% | 6,171 | $614K | Add +0.4% |
| VIG Vanguard Dividend Apprec ETF | 0.26% | 2,792 | $614K | Add +1.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.26% | 2,871 | $608K | Add +0.5% |
| CDNS Cadence Design SYS Inc. | 0.24% | 1,810 | $566K | Add +0.4% |
| IEF iShares 7-10 Year Treasury B | 0.24% | 5,817 | $559K | Reduce -18.1% |
| VXUS Vanguard Total Intl Stock | 0.23% | 7,171 | $541K | Add +1.5% |
| WELL Welltower Inc. | 0.21% | 2,665 | $495K | No change |
| OSK Oshkosh Corp. | 0.21% | 3,862 | $485K | Add +10.0% |
| SNPS Synopsys Inc. | 0.19% | 975 | $458K | No change |
| XLY SS Consumer Disc Select Sect | 0.18% | 3,498 | $418K | Add +80.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.18% | 1,373 | $415K | Add +0.4% |
| VGT Vanguard Info Tech ETF | 0.17% | 547 | $413K | Reduce -7.6% |
| SCHZ Schwab US Aggregate Bond ETF | 0.17% | 17,396 | $407K | Reduce -8.8% |
| VTHR Vanguard Russell 3000 | 0.17% | 1,340 | $402K | Add +20.5% |
| FISV Fiserv Inc. | 0.16% | 5,717 | $384K | Reduce -28.9% |
| ORCL Oracle Corp. | 0.16% | 1,952 | $380K | No change |
| LNT Alliant Energy Corp. | 0.16% | 5,741 | $373K | Add +0.3% |
| XLV SS Health Care Select Sector | 0.15% | 2,354 | $364K | New |
| SCHX Schwab US Large-Cap ETF | 0.15% | 12,917 | $348K | Add +0.3% |
| XLC SS Comm Select Sector SPDR | 0.15% | 2,917 | $343K | New |
| CVX Chevron Corp. | 0.14% | 2,203 | $336K | No change |
| JMUB JPMorgan Municipal ETF | 0.14% | 6,552 | $331K | Add +23.8% |
| IWF iShares Russell 1000 Growth | 0.13% | 664 | $314K | Add +0.1% |
| FMB First Trust Managed Municipa | 0.13% | 6,068 | $310K | Reduce -4.6% |
| RWK Invesco S&P Midcap 400 Rev | 0.13% | 2,413 | $305K | Reduce -3.7% |
| KMB Kimberly-Clark Corp. | 0.13% | 2,934 | $296K | Add +0.3% |
| XLK SS Technology Select Sector | 0.12% | 2,021 | $291K | New |
| MU Micron Technology Inc. | 0.12% | 1,009 | $288K | New |
| SHYM iShares Short Duration High | 0.12% | 12,950 | $288K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 408 | $279K | No change |
| WEC WEC Energy Group Inc. | 0.12% | 2,635 | $278K | Add +0.4% |
| CINF Cincinnati Financial Corp. | 0.11% | 1,647 | $269K | No change |
| RTX RTX Corp. | 0.11% | 1,440 | $264K | No change |
| GOOG Alphabet Inc. Class C | 0.11% | 816 | $256K | New |
| ACVU Hartford Alpha Cap Val ETF | 0.10% | 8,525 | $234K | Reduce -6.0% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.10% | 9,273 | $231K | New |
| ICE Intercontinental Exchange Inc. | 0.10% | 1,400 | $227K | Reduce -3.6% |
| SMH Vaneck Semiconductor ETF | 0.10% | 627 | $226K | Add +0.3% |
| SOXX iShares Semiconductor ETF | 0.09% | 718 | $216K | New |
| HAL Halliburton Co. | 0.09% | 7,243 | $205K | New |
| ENVX Enovix Corp. | 0.03% | 10,000 | $73K | New |
Other holdings (2): bonds, preferreds, convertibles and warrants · $703K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 579 | $702K | Add +0.7% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L · principal | 265 | $332 | New |
Total filed on the 13F, all lines: $237.1M.
Portfolio Sells Q3 2025 → Q4 2025
| AGG iShares Core U.S. Aggregate | Reduce -11.1% | 3.72% | −0.49 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.45 |
| MSI Motorola Solutions Inc. | Reduce -0.7% | 1.62% | −0.33 |
| FISV Fiserv Inc. | Reduce -28.9% | 0.16% | −0.28 |
| AVUV Avantis US Small Cap Value | Reduce -7.1% | 4.87% | −0.26 |
| MSFT Microsoft Corp. | Reduce -0.7% | 3.08% | −0.25 |
| HD Home Depot Inc. | Reduce -0.1% | 1.36% | −0.25 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 1.14% | −0.14 |
| TT Trane Technologies PLC | Reduce -1.8% | 1.30% | −0.14 |
| APD Air Products & Chemicals Inc. | Reduce -6.7% | 0.65% | −0.12 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.12 |
| NIC Nicolet Bankshares Inc. | Reduce -8.4% | 0.55% | −0.12 |
| BBY Best Buy Co. Inc. | Reduce -11.2% | 0.35% | −0.10 |
| CMCSA Comcast Corp. Class A | Reduce -12.4% | 0.40% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -6.4% | 0.60% | −0.07 |
| DXCM Dexcom Inc. | Reduce -19.3% | 0.26% | −0.07 |
| O Realty Income Corp. | Reduce -0.2% | 0.71% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -1.0% | 0.59% | −0.05 |
| IEF iShares 7-10 Year Treasury B | Reduce -18.1% | 0.24% | −0.05 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -1.1% | 3.03% | −0.05 |
| FIS Fidelity National Info Serv | Reduce -9.5% | 0.48% | −0.05 |
| CMG Chipotle Mexican Grill Inc. | Reduce -10.1% | 0.26% | −0.05 |
| DRI Darden Restaurants Inc. | Reduce -1.2% | 0.74% | −0.03 |
| NXPI NXP Semiconductors NV | Reduce -0.8% | 0.54% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.8% | 0.83% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -5.0% | 0.50% | −0.02 |
| ALL Allstate Corp. | Reduce -0.6% | 0.60% | −0.02 |
| UNP Union Pacific Corp. | Reduce -1.3% | 0.55% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -1.1% | 2.36% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -8.8% | 0.17% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.8% | 1.38% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -7.6% | 0.17% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -3.6% | 0.10% | −0.01 |
| ILCG iShares Morningstar Growth E | Reduce -1.7% | 0.29% | −0.01 |
| FMB First Trust Managed Municipa | Reduce -4.6% | 0.13% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.2% | 0.42% | −0.00 |
| RWK Invesco S&P Midcap 400 Rev | Reduce -3.7% | 0.13% | −0.00 |
| ACVU Hartford Alpha Cap Val ETF | Reduce -6.0% | 0.10% | −0.00 |
| V Visa Inc. Class A | Reduce -2.4% | 0.98% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.0% | 2.50% | +0.01 |
| STE Steris PLC | Reduce -1.0% | 0.50% | +0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -0.5% | 0.86% | +0.02 |
| APH Amphenol Corp. Class A | Reduce -1.5% | 0.32% | +0.02 |
| AMZN Amazon.com Inc. | Reduce -1.6% | 0.72% | +0.02 |
| GEV GE Vernova Inc. | Reduce -2.5% | 0.72% | +0.02 |
| EW Edwards Lifesciences Corp. | Reduce -0.2% | 0.30% | +0.03 |
| TJX TJX Companies Inc. | Reduce -2.8% | 0.95% | +0.03 |
| SPGI S&P Global Inc. | Reduce -0.6% | 0.64% | +0.04 |
| AVGO Broadcom Inc. | Reduce -3.2% | 3.41% | +0.05 |
| JPM JPMorgan Chase & Co. | Reduce -0.6% | 3.50% | +0.05 |
Portfolio Buys Q3 2025 → Q4 2025
| VOO Vanguard S&P 500 ETF | Add +1.5% | 13.93% | +0.51 |
| ETR Entergy Corp. | New | 0.41% | +0.41 |
| XLV SS Health Care Select Sector | New | 0.15% | +0.15 |
| XLC SS Comm Select Sector SPDR | New | 0.15% | +0.15 |
| ADI Analog Devices Inc. | Add +2.6% | 1.18% | +0.14 |
| CMI Cummins Inc. | Add +3.6% | 0.67% | +0.13 |
| XLK SS Technology Select Sector | New | 0.12% | +0.12 |
| MU Micron Technology Inc. | New | 0.12% | +0.12 |
| SHYM iShares Short Duration High | New | 0.12% | +0.12 |
| JNJ Johnson & Johnson | Add +0.5% | 1.05% | +0.11 |
| GOOG Alphabet Inc. Class C | New | 0.11% | +0.11 |
| HYMB SS SPDR N Ice HY Muni ETF | New | 0.10% | +0.10 |
| SOXX iShares Semiconductor ETF | New | 0.09% | +0.09 |
| HAL Halliburton Co. | New | 0.09% | +0.09 |
| JCI Johnson Controls Internation | Add +0.2% | 0.98% | +0.08 |
| XLY SS Consumer Disc Select Sect | Add +80.3% | 0.18% | +0.08 |
| CRM Salesforce Inc. | Add +0.3% | 0.66% | +0.07 |
| WTV Wisdomtree U.S. Value Fund | Add +0.5% | 1.42% | +0.04 |
| VTHR Vanguard Russell 3000 | Add +20.5% | 0.17% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +8.9% | 0.31% | +0.03 |
| NEE Nextera Energy Inc. | Add +1.1% | 0.46% | +0.03 |
| ENVX Enovix Corp. | New | 0.03% | +0.03 |
| FANG Diamondback Energy Inc. | Add +3.2% | 0.39% | +0.03 |
| JMUB JPMorgan Municipal ETF | Add +23.8% | 0.14% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +0.6% | 1.50% | +0.02 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +0.7% | 0.70% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 1.13% | +0.02 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.29% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.9% | 0.71% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +5.0% | 0.26% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +2.7% | 0.38% | +0.01 |
| OSK Oshkosh Corp. | Add +10.0% | 0.21% | +0.01 |
| CME Cme Group Inc. | Add +0.2% | 1.06% | +0.01 |
| MTUM iShares MSCI USA Momentum Fa | Add +6.8% | 0.29% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +0.9% | 0.29% | +0.01 |
| MDT Medtronic PLC | Add +0.7% | 0.75% | +0.01 |
| SMH Vaneck Semiconductor ETF | Add +0.3% | 0.10% | +0.01 |
| FLMI Franklin Dynamic Municipal B | Add +1.3% | 0.60% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +1.5% | 0.23% | +0.01 |
| MLN Vaneck Long Muni ETF | Add +1.2% | 0.59% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +1.3% | 0.26% | +0.01 |
| VTWO Vanguard Russell 2000 ETF | Add +0.4% | 0.26% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.5% | 0.26% | +0.00 |
| RWJ Invesco S&P Smallcap 600 | Add +0.1% | 0.48% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Add +0.3% | 0.15% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.4% | 0.18% | +0.00 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.13% | +0.00 |
| LNT Alliant Energy Corp. | Add +0.3% | 0.16% | −0.01 |
| ABBV Abbvie Inc. | Add +0.7% | 1.03% | −0.01 |
| WEC WEC Energy Group Inc. | Add +0.4% | 0.12% | −0.01 |
Notes & Other Activity Q3 2025 → Q4 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +0.7% | 579 | $702K |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Sold out | 262 | $336Kbefore exit |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L · principal | New | 265 | $332 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 116 | $236.4M | VOO, AVUV, AGG, JPM, AAPL |
| Q3 2025 | 107 | $236.0M | VOO, AVUV, AGG, JPM, AVGO |
| Q2 2025 | 106 | $223.2M | VOO, AVUV, AGG, AVGO, JPM |
| Q1 2025 | 107 | $202.6M | VOO, AGG, AVUV, JAAA, AAPL |
| Q4 2024 | 102 | $192.5M | AGG, VOO, AAPL, AVGO, MSFT |
| Q3 2024 | 98 | $189.5M | AGG, VOO, AAPL, VTEB, MSFT |
| Q2 2024 | 97 | $172.0M | AGG, VOO, VTEB, MSFT, AAPL |
| Q1 2024 | 98 | $164.6M | AGG, VOO, VTEB, MSFT, AAPL |