Cahaba Wealth Management, Inc.

Name: CAHABA WEALTH MANAGEMENT, INC. 13F holdings, Q4 2025
Creator: CAHABA WEALTH MANAGEMENT, INC.
Published: 2026-01-07

Q2 2026Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 7, 2026), Cahaba Wealth Management, Inc. reported 156 stock positions worth $1.4 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 29.8% of the portfolio, followed by Victoryshares Core Plus Bond (UBND, 12.0%) and iShares Core Intl Stock ETF (IXUS, 10.3%). Compared with Q3 2025, it opened 4 new positions, sold out of 5, added to 78 and reduced 60. The biggest buy was Vanguard Tax-Exempt Bond ETF (VTEB, shares +17%) and the biggest sale Southern (SO, shares −1%).

Most Recent 13F: Q2 2026
Location: Atlanta, GA
CIK: 0001716399
Portfolio Value: $1.4B (Q4 2025)
SEC Filing: 0001172661-26-000037 ↗ filed Jan 7, 2026

Holdings Value

Holdings 156 stocks · $1.4B


IVV iShares Core S&P 500 ETF	29.79%	624,708	$427.9M	Add +2.0%
UBND Victoryshares Core Plus Bond	12.04%	7,862,752	$173.0M	Add +2.9%
IXUS iShares Core Intl Stock ETF	10.33%	1,752,628	$148.3M	Add +2.9%
IJH iShares Core S&P Midcap ETF	9.00%	1,958,248	$129.2M	Add +4.6%
SPYM Ste STR SPDR PT S&P 500 ETF	4.02%	720,187	$57.8M	Add +0.8%
IJR iShares Core S&P Small-Cap E	3.86%	461,019	$55.4M	Add +4.9%
ISTB iShares Core 1-5 Year Usd Bo	3.61%	1,064,566	$51.9M	Add +6.7%
VXUS Vanguard Total Intl Stock	2.67%	508,607	$38.4M	Add +0.9%
MUB iShares National Muni Bond E	2.62%	350,964	$37.6M	Add +3.4%
SO The Southern Co.	2.06%	339,697	$29.6M	Reduce -1.1%
IAGG iShares Intl Aggregate Bond	2.01%	576,454	$28.8M	Add +6.9%
SUB iShares Short-Term National	1.94%	261,553	$27.9M	Add +6.2%
SPMD SS SPDR P S&P 400 Midcap ETF	1.82%	451,746	$26.2M	Add +3.3%
VTEB Vanguard Tax-Exempt Bond ETF	1.48%	423,437	$21.3M	Add +17.1%
JPST JPMorgan Ultra-Short Income	1.31%	372,281	$18.8M	Add +6.4%
SPSM SS SPDR P S&P 600 Small Cap	1.06%	325,936	$15.3M	Add +2.8%
ACWI iShares MSCI Acwi ETF	0.58%	58,892	$8.3M	Add +0.0%
AAPL Apple Inc.	0.50%	26,226	$7.1M	Add +9.9%
IVW iShares S&P 500 Growth ETF	0.48%	55,632	$6.9M	Reduce -2.0%
RJF Raymond James Financial Inc.	0.43%	38,290	$6.1M	Reduce -9.4%
IEFA iShares Core MSCI Eafe ETF	0.39%	63,344	$5.7M	Add +0.6%
IWR iShares Russell Mid-Cap ETF	0.39%	57,950	$5.6M	Add +0.5%
MSFT Microsoft Corp.	0.37%	11,102	$5.4M	Reduce -2.3%
NVDA Nvidia Corp.	0.28%	21,724	$4.1M	Add +9.9%
BRK.B Berkshire Hathaway Inc. Class B	0.25%	7,163	$3.6M	Reduce -1.8%
IWF iShares Russell 1000 Growth	0.24%	7,144	$3.4M	Reduce -0.4%
SPY SS SPDR S&P 500 ETF Trust-US	0.21%	4,493	$3.1M	Reduce -1.6%
IWD iShares Russell 1000 Value E	0.20%	13,407	$2.8M	Reduce -1.4%
AWK American Water Works Co. Inc.	0.19%	21,385	$2.8M	Add +0.6%
AMZN Amazon.com Inc.	0.19%	11,744	$2.7M	Reduce -0.1%
AVGO Broadcom Inc.	0.15%	6,179	$2.1M	Reduce -0.3%
SHY iShares 1-3 Year Treasury Bo	0.14%	24,962	$2.1M	Add +3.8%
BSV Vanguard Short-Term Bond ETF	0.12%	22,631	$1.8M	Add +1.3%
J Jacobs Solutions Inc.	0.12%	13,418	$1.8M	Reduce -1.6%
VTI VG Morningstar TS MKT ETF-US	0.12%	5,287	$1.8M	Reduce -0.8%
AGG iShares Core U.S. Aggregate	0.12%	17,173	$1.7M	Add +2.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.12%	5,373	$1.7M	Add +0.0%
HCA HCA Healthcare Inc.	0.12%	3,588	$1.7M	Reduce -5.3%
ITOT iShares Core S&P Total U.S.	0.12%	11,147	$1.7M	Reduce -2.8%
GOOG Alphabet Inc. Class C	0.11%	4,980	$1.6M	Reduce -0.2%
QQQ Invesco QQQ Trust Series 1	0.11%	2,537	$1.6M	Add +32.1%
IVE iShares S&P 500 Value ETF	0.11%	7,175	$1.5M	Reduce -4.2%
LLY Eli Lilly & Co.	0.10%	1,339	$1.4M	Reduce -2.0%
EFA iShares MSCI Eafe ETF	0.10%	14,941	$1.4M	Add +1.6%
IWV iShares Russell 3000 ETF	0.09%	3,323	$1.3M	Add +0.1%
T AT&T Inc.	0.09%	50,978	$1.3M	Add +15.3%
ABCB Ameris Bancorp	0.09%	16,624	$1.2M	Add +0.1%
WMT Walmart Inc.	0.08%	10,802	$1.2M	Reduce -2.0%
CAT Caterpillar Inc.	0.08%	2,012	$1.2M	Reduce -0.8%
QUAL iShares MSCI USA Quality Fac	0.08%	5,755	$1.1M	No change
JNJ Johnson & Johnson	0.08%	5,499	$1.1M	Reduce -0.1%
AFL Aflac Inc.	0.08%	9,936	$1.1M	Add +0.0%
HD Home Depot Inc.	0.07%	3,099	$1.1M	Reduce -0.4%
IWP iShares Russell Mid-Cap Grow	0.07%	7,388	$1.0M	Add +1.6%
COST Costco Wholesale Corp.	0.07%	1,173	$1.0M	Reduce -1.5%
GOOGL Alphabet Inc. Class A	0.07%	3,220	$1.0M	Reduce -1.2%
ICSH iShares Ultra Short Duration	0.07%	19,251	$974K	Add +2.8%
IWY iShares Russell Top 200 Grow	0.07%	3,451	$956K	No change
MMM 3M Co.	0.06%	5,616	$899K	Add +0.4%
IWL iShares Russell Top 200 ETF	0.06%	5,268	$899K	Reduce -2.8%
GLD SPDR Gold Shares	0.06%	2,244	$889K	Add +31.6%
MCD McDonald's Corp.	0.06%	2,882	$881K	Reduce -0.5%
V Visa Inc. Class A	0.06%	2,387	$837K	Reduce -0.4%
ABBV Abbvie Inc.	0.06%	3,604	$824K	Add +2.6%
JPM JPMorgan Chase & Co.	0.06%	2,525	$814K	Reduce -0.8%
PANW Palo Alto Networks Inc.	0.06%	4,412	$813K	Reduce -0.3%
VOO Vanguard S&P 500 ETF	0.06%	1,262	$792K	Reduce -2.3%
XOM Exxon Mobil Corp.	0.06%	6,574	$791K	Add +0.7%
KO The Coca-Cola Co.	0.05%	11,015	$770K	Reduce -3.9%
IWO iShares Russell 2000 Growth	0.05%	2,350	$759K	Add +0.2%
VYM Vanguard High DVD Yield ETF	0.05%	5,062	$727K	Add +0.5%
CLS Celestica Inc.	0.05%	2,378	$703K	Add +0.2%
SCHB Schwab US Broad Market ETF	0.05%	26,631	$699K	Add +0.3%
GOVT iShares US Treasury Bond ETF	0.05%	29,767	$685K	Reduce -11.7%
RTX RTX Corp.	0.05%	3,673	$674K	Reduce -7.0%
MCBS Metrocity Bankshares Inc.	0.05%	25,000	$664K	Reduce -16.7%
AOR iShares Core 60/40 Balanced	0.05%	10,098	$656K	Add +0.0%
PG The Procter & Gamble Co.	0.04%	4,495	$644K	Reduce -1.2%
IWB iShares Russell 1000 ETF	0.04%	1,721	$643K	Reduce -7.2%
IJK iShares S&P Mid-Cap 400 Grow	0.04%	6,631	$642K	Add +0.0%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	0.04%	13,027	$606K	Add +6.5%
ORCL Oracle Corp.	0.04%	3,109	$606K	Reduce -0.9%
PEP Pepsico Inc.	0.04%	4,186	$601K	Reduce -4.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.04%	10,584	$582K	Add +0.5%
WM Waste Management Inc.	0.04%	2,627	$577K	Add +0.0%
DVY iShares Select Dividend ETF	0.04%	3,987	$563K	Add +0.7%
USIG iShares Broad Usd Investment	0.04%	10,736	$556K	Add +1.6%
CRWD CrowdStrike Holdings Inc. Class A	0.04%	1,180	$553K	Add +52.3%
ACWX iShares MSCI Acwi Ex US ETF	0.04%	8,198	$550K	Add +1.6%
IWN iShares Russell 2000 Value E	0.04%	3,014	$546K	Add +0.6%
IWS iShares Russell Mid-Cap Valu	0.04%	3,850	$543K	Reduce -4.7%
TRV The Travelers Cos Inc.	0.04%	1,859	$539K	Add +0.3%
SPAB SS SPDR P Agg Bond ETF	0.04%	20,801	$536K	Reduce -7.2%
GE General Electric filed as GE AEROSPACE	0.04%	1,688	$520K	Add +0.1%
BNDX Vanguard Total Intl Bond ETF	0.04%	10,532	$509K	Add +1.3%
IWM iShares Russell 2000 ETF	0.03%	1,950	$480K	Add +0.3%
MBB iShares MBS ETF	0.03%	5,040	$480K	Reduce -16.1%
DAL Delta Air Lines Inc.	0.03%	6,769	$470K	Add +0.3%
UNH Unitedhealth Group Inc.	0.03%	1,357	$448K	Add +0.9%
VIG Vanguard Dividend Apprec ETF	0.03%	2,037	$448K	Add +0.6%
SPYV SS SPDR P S&P 500 Value ETF	0.03%	7,359	$418K	No change
IYF iShares US Financials ETF	0.03%	3,117	$402K	Reduce -1.7%
ABT Abbott Laboratories	0.03%	3,199	$401K	Add +0.1%
SPYG SS SPDR P S&P 500 Growth ETF	0.03%	3,619	$386K	Reduce -9.2%
NEE Nextera Energy Inc.	0.03%	4,806	$386K	Add +0.7%
SFY Sofi Select 500 ETF	0.03%	2,890	$382K	No change
DE Deere & Co.	0.03%	783	$365K	Reduce -1.0%
TSLA Tesla Inc.	0.03%	799	$359K	Add +2.7%
META Meta Platforms Inc. Class A	0.02%	534	$352K	Reduce -1.3%
AMTM Amentum Holdings Inc.	0.02%	12,076	$350K	No change
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.02%	1,166	$338K	Reduce -5.0%
MA Mastercard Inc. Class A	0.02%	554	$316K	Reduce -1.3%
LOW Lowe's Cos Inc.	0.02%	1,299	$313K	Add +0.1%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F	0.02%	6,137	$313K	Add +4.2%
CVX Chevron Corp.	0.02%	1,965	$299K	Add +0.6%
SLV iShares Silver Trust	0.02%	4,468	$288K	New
GS Goldman Sachs Group Inc.	0.02%	324	$285K	No change
SCHG Schwab US Large-Cap Growth	0.02%	8,654	$282K	New
BLK BlackRock Inc.	0.02%	261	$280K	Add +0.4%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO	0.02%	1,073	$278K	Add +0.2%
VCIT Vanguard Int-Term Corporate	0.02%	3,275	$274K	Reduce -5.7%
WBD Warner Bros Discovery Inc.	0.02%	9,509	$274K	Reduce -4.9%
FSK FS KKR Capital Corp.	0.02%	18,254	$270K	Add +6.4%
ADP Automatic Data Processing	0.02%	1,037	$267K	Add +0.2%
WSM Williams-Sonoma Inc.	0.02%	1,492	$266K	No change
VTV Vanguard Mrngstr Val ETF-Aui	0.02%	1,380	$264K	Add +19.9%
CSCO Cisco Systems Inc.	0.02%	3,420	$263K	Reduce -2.8%
LMT Lockheed Martin Corp.	0.02%	541	$261K	Add +0.4%
GLDM SPDR Gold Minishares Trust	0.02%	3,034	$259K	No change
D Dominion Energy Inc.	0.02%	4,353	$255K	Add +1.0%
MRK Merck & Co. Inc.	0.02%	2,401	$253K	Reduce -18.8%
IYW iShares Ustechnology ETF	0.02%	1,263	$252K	Reduce -49.5%
QCOM Qualcomm Inc.	0.02%	1,475	$252K	Reduce -2.6%
GEV GE Vernova Inc.	0.02%	385	$251K	Reduce -0.3%
ETN Eaton Corp. PLC	0.02%	768	$245K	Reduce -0.5%
ITA iShares U.S. Aerospace & Def	0.02%	1,106	$237K	Reduce -17.4%
FMUN Fidelity System Muni BND ETF	0.02%	4,700	$236K	No change
MRSH Marsh & McLennan Cos	0.02%	1,263	$234K	Add +0.2%
AMGN Amgen Inc.	0.02%	705	$231K	Reduce -1.5%
VEA Vanguard Ftse Developed ETF	0.02%	3,677	$230K	Reduce -33.8%
PAYX Paychex Inc.	0.02%	1,968	$221K	Add +0.1%
VZ Verizon Communications Inc.	0.02%	5,384	$219K	Reduce -0.0%
SYY Sysco Corp.	0.02%	2,972	$219K	Add +0.0%
IHI iShares U.S. Medical Devices	0.02%	3,523	$219K	Add +0.1%
PNFP Pinnacle Financial Partners	0.01%	2,260	$216K	Add +0.8%
VOE Vngrd Mrngstr MD-Cap Val ETF	0.01%	1,211	$215K	Reduce -1.9%
PM Philip Morris International	0.01%	1,305	$209K	Add +0.3%
CVNA Carvana Co.	0.01%	492	$208K	New
CINF Cincinnati Financial Corp.	0.01%	1,262	$206K	New
TASEKO MINES LTD	0.01%	36,134	$205K	No change
SCHF Schwab Intl Equity ETF	0.01%	8,491	$204K	Reduce -38.6%
BOX Box Inc. Class A	0.01%	6,733	$201K	No change
FSCO FS Credit Opportunities Corp.	0.01%	28,578	$180K	Add +3.2%
JPC Nuveen Prefered & Income Opp	0.01%	12,108	$98K	No change
GALT Galectin Therapeutics Inc.	0.01%	21,000	$87K	No change
FBLG Fibrobiologics Inc.	0.00%	14,702	$3K	No change

Portfolio Sells Q3 2025 → Q4 2025


SO The Southern Co.	Reduce -1.1%	2.06%	−0.29
RJF Raymond James Financial Inc.	Reduce -9.4%	0.43%	−0.10
MSFT Microsoft Corp.	Reduce -2.3%	0.37%	−0.05
J Jacobs Solutions Inc.	Reduce -1.6%	0.12%	−0.02
ORCL Oracle Corp.	Reduce -0.9%	0.04%	−0.02
IVW iShares S&P 500 Growth ETF	Reduce -2.0%	0.48%	−0.02
LNG Cheniere Energy Inc.	Sold out	0.00%	−0.02
VOOV Vanguard S&P 500 Value ETF	Sold out	0.00%	−0.02
IYW iShares Ustechnology ETF	Reduce -49.5%	0.02%	−0.02
HD Home Depot Inc.	Reduce -0.4%	0.07%	−0.02
NFLX Netflix Inc.	Sold out	0.00%	−0.02
MCHP Microchip Technology Inc.	Sold out	0.00%	−0.02
FDN First Trust DJ Internet Ind	Sold out	0.00%	−0.01
BRK.B Berkshire Hathaway Inc. Class B	Reduce -1.8%	0.25%	−0.01
MCBS Metrocity Bankshares Inc.	Reduce -16.7%	0.05%	−0.01
COST Costco Wholesale Corp.	Reduce -1.5%	0.07%	−0.01
SCHF Schwab Intl Equity ETF	Reduce -38.6%	0.01%	−0.01
GOVT iShares US Treasury Bond ETF	Reduce -11.7%	0.05%	−0.01
PANW Palo Alto Networks Inc.	Reduce -0.3%	0.06%	−0.01
VEA Vanguard Ftse Developed ETF	Reduce -33.8%	0.02%	−0.01
MBB iShares MBS ETF	Reduce -16.1%	0.03%	−0.01
IWF iShares Russell 1000 Growth	Reduce -0.4%	0.24%	−0.01
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -1.6%	0.21%	−0.01
IVE iShares S&P 500 Value ETF	Reduce -4.2%	0.11%	−0.01
PG The Procter & Gamble Co.	Reduce -1.2%	0.04%	−0.01
ITOT iShares Core S&P Total U.S.	Reduce -2.8%	0.12%	−0.01
SPAB SS SPDR P Agg Bond ETF	Reduce -7.2%	0.04%	−0.00
IWB iShares Russell 1000 ETF	Reduce -7.2%	0.04%	−0.00
META Meta Platforms Inc. Class A	Reduce -1.3%	0.02%	−0.00
IWD iShares Russell 1000 Value E	Reduce -1.4%	0.20%	−0.00
ETN Eaton Corp. PLC	Reduce -0.5%	0.02%	−0.00
ITA iShares U.S. Aerospace & Def	Reduce -17.4%	0.02%	−0.00
SPYG SS SPDR P S&P 500 Growth ETF	Reduce -9.2%	0.03%	−0.00
VTI VG Morningstar TS MKT ETF-US	Reduce -0.8%	0.12%	−0.00
IWS iShares Russell Mid-Cap Valu	Reduce -4.7%	0.04%	−0.00
IWL iShares Russell Top 200 ETF	Reduce -2.8%	0.06%	−0.00
PEP Pepsico Inc.	Reduce -4.2%	0.04%	−0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd	Reduce -5.0%	0.02%	−0.00
MCD McDonald's Corp.	Reduce -0.5%	0.06%	−0.00
VOO Vanguard S&P 500 ETF	Reduce -2.3%	0.06%	−0.00
VCIT Vanguard Int-Term Corporate	Reduce -5.7%	0.02%	−0.00
VZ Verizon Communications Inc.	Reduce -0.0%	0.02%	−0.00
JPM JPMorgan Chase & Co.	Reduce -0.8%	0.06%	−0.00
KO The Coca-Cola Co.	Reduce -3.9%	0.05%	−0.00
IYF iShares US Financials ETF	Reduce -1.7%	0.03%	−0.00
MA Mastercard Inc. Class A	Reduce -1.3%	0.02%	−0.00
RTX RTX Corp.	Reduce -7.0%	0.05%	−0.00
V Visa Inc. Class A	Reduce -0.4%	0.06%	−0.00
DE Deere & Co.	Reduce -1.0%	0.03%	−0.00
QCOM Qualcomm Inc.	Reduce -2.6%	0.02%	−0.00

Portfolio Buys Q3 2025 → Q4 2025


VTEB Vanguard Tax-Exempt Bond ETF	Add +17.1%	1.48%	+0.17
IJH iShares Core S&P Midcap ETF	Add +4.6%	9.00%	+0.15
IXUS iShares Core Intl Stock ETF	Add +2.9%	10.33%	+0.14
IVV iShares Core S&P 500 ETF	Add +2.0%	29.79%	+0.12
ISTB iShares Core 1-5 Year Usd Bo	Add +6.7%	3.61%	+0.08
IJR iShares Core S&P Small-Cap E	Add +4.9%	3.86%	+0.07
AAPL Apple Inc.	Add +9.9%	0.50%	+0.06
SUB iShares Short-Term National	Add +6.2%	1.94%	+0.04
JPST JPMorgan Ultra-Short Income	Add +6.4%	1.31%	+0.03
QQQ Invesco QQQ Trust Series 1	Add +32.1%	0.11%	+0.03
SLV iShares Silver Trust	New	0.02%	+0.02
SCHG Schwab US Large-Cap Growth	New	0.02%	+0.02
GLD SPDR Gold Shares	Add +31.6%	0.06%	+0.02
NVDA Nvidia Corp.	Add +9.9%	0.28%	+0.01
CVNA Carvana Co.	New	0.01%	+0.01
CINF Cincinnati Financial Corp.	New	0.01%	+0.01
CRWD CrowdStrike Holdings Inc. Class A	Add +52.3%	0.04%	+0.01
SPMD SS SPDR P S&P 400 Midcap ETF	Add +3.3%	1.82%	+0.01
CLS Celestica Inc.	Add +0.2%	0.05%	+0.01
IAGG iShares Intl Aggregate Bond	Add +6.9%	2.01%	+0.01
DAL Delta Air Lines Inc.	Add +0.3%	0.03%	+0.01
VTV Vanguard Mrngstr Val ETF-Aui	Add +19.9%	0.02%	+0.00
XOM Exxon Mobil Corp.	Add +0.7%	0.06%	+0.00
BAC Bank of America Corp.	Add +0.5%	0.04%	+0.00
IUSB Ishr CR Unvrse Usd BD ETF-Ui	Add +6.5%	0.04%	+0.00
NEE Nextera Energy Inc.	Add +0.7%	0.03%	+0.00
EFA iShares MSCI Eafe ETF	Add +1.6%	0.10%	+0.00
FSK FS KKR Capital Corp.	Add +6.4%	0.02%	+0.00
ACWX iShares MSCI Acwi Ex US ETF	Add +1.6%	0.04%	+0.00
MUB iShares National Muni Bond E	Add +3.4%	2.62%	+0.00
TRV The Travelers Cos Inc.	Add +0.3%	0.04%	+0.00
JMST JPM Ultra-Short Muni Income	Add +4.2%	0.02%	0.00
TSLA Tesla Inc.	Add +2.7%	0.03%	0.00
IHI iShares U.S. Medical Devices	Add +0.1%	0.02%	−0.00
SPSM SS SPDR P S&P 600 Small Cap	Add +2.8%	1.06%	−0.00
PNFP Pinnacle Financial Partners	Add +0.8%	0.01%	−0.00
IWN iShares Russell 2000 Value E	Add +0.6%	0.04%	−0.00
MMM 3M Co.	Add +0.4%	0.06%	−0.00
SHY iShares 1-3 Year Treasury Bo	Add +3.8%	0.14%	−0.00
VIG Vanguard Dividend Apprec ETF	Add +0.6%	0.03%	−0.00
GE General Electric	Add +0.1%	0.04%	−0.00
IWM iShares Russell 2000 ETF	Add +0.3%	0.03%	−0.00
PM Philip Morris International	Add +0.3%	0.01%	−0.00
SCHB Schwab US Broad Market ETF	Add +0.3%	0.05%	−0.00
VYM Vanguard High DVD Yield ETF	Add +0.5%	0.05%	−0.00
CVX Chevron Corp.	Add +0.6%	0.02%	−0.00
ICSH iShares Ultra Short Duration	Add +2.8%	0.07%	−0.00
D Dominion Energy Inc.	Add +1.0%	0.02%	−0.00
FSCO FS Credit Opportunities Corp.	Add +3.2%	0.01%	−0.00
IJK iShares S&P Mid-Cap 400 Grow	Add +0.0%	0.04%	−0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	158	$1.7B	IVV, UBND, IXUS, IJH, IJR
Q1 2026	153	$1.5B	IVV, UBND, IXUS, IJH, IJR
Q4 2025	156	$1.4B	IVV, UBND, IXUS, IJH, SPYM
Q3 2025	157	$1.4B	IVV, UBND, IXUS, IJH, SPYM
Q2 2025	155	$1.3B	IVV, AGG, IXUS, IJH, SPYM
Q1 2025	147	$1.2B	IVV, AGG, IXUS, IJH, IJR
Q4 2024	145	$1.2B	IVV, AGG, IJH, IXUS, IJR
Q3 2024	151	$1.2B	IVV, AGG, IXUS, IJH, IJR
Q2 2024	149	$1.1B	IVV, AGG, IXUS, IJH, IJR
Q1 2024	149	$1.1B	IVV, AGG, IXUS, IJH, IJR