Cahaba Wealth Management, Inc.

Name: CAHABA WEALTH MANAGEMENT, INC. 13F holdings, Q1 2026
Creator: CAHABA WEALTH MANAGEMENT, INC.
Published: 2026-04-29

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

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Cahaba Wealth Management, Inc. reported 153 stock positions worth $1.5 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 28.8% of the portfolio, followed by Victoryshares Core Plus Bond (UBND, 12.1%) and iShares Core Intl Stock ETF (IXUS, 10.4%). Compared with Q4 2025, it opened 10 new positions, sold out of 13, added to 83 and reduced 46. The biggest buy was Southern (SO, shares +15%) and the biggest sale Microsoft (MSFT, shares −0%).

Most Recent 13F: Q2 2026
Location: Atlanta, GA
CIK: 0001716399
Portfolio Value: $1.5B (Q1 2026)
SEC Filing: 0001172661-26-001569 ↗ filed Apr 29, 2026

Holdings Value

Holdings 153 stocks · $1.5B


IVV iShares Core S&P 500 ETF	28.79%	649,315	$424.1M	Add +3.9%
UBND Victoryshares Core Plus Bond	12.09%	8,179,176	$178.1M	Add +4.0%
IXUS iShares Core Intl Stock ETF	10.40%	1,768,120	$153.2M	Add +0.9%
IJH iShares Core S&P Midcap ETF	9.26%	2,020,659	$136.5M	Add +3.2%
IJR iShares Core S&P Small-Cap E	4.03%	477,743	$59.4M	Add +3.6%
SPYM Ste STR SPDR PT S&P 500 ETF	3.85%	740,721	$56.7M	Add +2.9%
ISTB iShares Core 1-5 Year Usd Bo	3.71%	1,128,804	$54.7M	Add +6.0%
MUB iShares National Muni Bond E	2.76%	383,426	$40.7M	Add +9.3%
VXUS Vanguard Total Intl Stock	2.68%	512,768	$39.5M	Add +0.8%
SO The Southern Co.	2.55%	389,578	$37.6M	Add +14.7%
IAGG iShares Intl Aggregate Bond	2.03%	597,871	$29.9M	Add +3.7%
SPMD SS SPDR P S&P 400 Midcap ETF	1.89%	470,043	$27.8M	Add +4.0%
SUB iShares Short-Term National	1.87%	259,110	$27.6M	Reduce -0.9%
VTEB Vanguard Tax-Exempt Bond ETF	1.44%	425,853	$21.2M	Add +0.6%
JPST JPMorgan Ultra-Short Income	1.39%	403,114	$20.4M	Add +8.3%
SPSM SS SPDR P S&P 600 Small Cap	1.09%	332,052	$16.0M	Add +1.9%
ACWI iShares MSCI Acwi ETF	0.53%	56,181	$7.8M	Reduce -4.6%
AAPL Apple Inc.	0.47%	27,000	$6.9M	Add +3.0%
IVW iShares S&P 500 Growth ETF	0.43%	55,828	$6.3M	Add +0.3%
IEFA iShares Core MSCI Eafe ETF	0.38%	61,957	$5.6M	Reduce -2.2%
RJF Raymond James Financial Inc.	0.38%	38,564	$5.6M	Add +0.7%
IWR iShares Russell Mid-Cap ETF	0.37%	56,297	$5.5M	Reduce -2.9%
MSFT Microsoft Corp.	0.28%	11,077	$4.1M	Reduce -0.2%
ICSH iShares Ultra Short Duration	0.24%	70,968	$3.6M	Add +268.6%
NVDA Nvidia Corp.	0.24%	20,471	$3.6M	Reduce -5.8%
BRK.B Berkshire Hathaway Inc. Class B	0.23%	7,200	$3.5M	Add +0.5%
IWF iShares Russell 1000 Growth	0.20%	7,044	$3.0M	Reduce -1.4%
AWK American Water Works Co. Inc.	0.20%	21,743	$3.0M	Add +1.7%
SPY SS SPDR S&P 500 ETF Trust-US	0.20%	4,452	$2.9M	Reduce -0.9%
IWD iShares Russell 1000 Value E	0.19%	13,088	$2.8M	Reduce -2.4%
ITOT iShares Core S&P Total U.S.	0.17%	17,719	$2.5M	Add +59.0%
AMZN Amazon.com Inc.	0.17%	11,944	$2.5M	Add +1.7%
AGG iShares Core U.S. Aggregate	0.16%	23,028	$2.3M	Add +34.1%
SHY iShares 1-3 Year Treasury Bo	0.14%	25,095	$2.1M	Add +0.5%
AVGO Broadcom Inc.	0.13%	5,974	$1.8M	Reduce -3.3%
QQQ Invesco QQQ Trust Series 1	0.13%	3,198	$1.8M	Add +26.1%
BSV Vanguard Short-Term Bond ETF	0.12%	22,777	$1.8M	Add +0.7%
VTI VG Morningstar TS MKT ETF-US	0.12%	5,356	$1.7M	Add +1.3%
J Jacobs Solutions Inc.	0.12%	13,418	$1.7M	No change
HCA HCA Healthcare Inc.	0.12%	3,591	$1.7M	Add +0.1%
WMT Walmart Inc.	0.11%	12,983	$1.6M	Add +20.2%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.11%	5,327	$1.6M	Reduce -0.9%
JNJ Johnson & Johnson	0.11%	6,469	$1.6M	Add +17.6%
IVE iShares S&P 500 Value ETF	0.10%	6,667	$1.4M	Reduce -7.1%
CAT Caterpillar Inc.	0.10%	1,980	$1.4M	Reduce -1.6%
GOOG Alphabet Inc. Class C	0.09%	4,864	$1.4M	Reduce -2.3%
EFA iShares MSCI Eafe ETF	0.09%	14,310	$1.4M	Reduce -4.2%
ABCB Ameris Bancorp	0.09%	16,653	$1.3M	Add +0.2%
IWV iShares Russell 3000 ETF	0.08%	3,368	$1.2M	Add +1.4%
LLY Eli Lilly & Co.	0.08%	1,350	$1.2M	Add +0.8%
COST Costco Wholesale Corp.	0.08%	1,169	$1.2M	Reduce -0.3%
HD Home Depot Inc.	0.08%	3,542	$1.2M	Add +14.3%
XOM Exxon Mobil Corp.	0.08%	6,672	$1.1M	Add +1.5%
AFL Aflac Inc.	0.07%	10,008	$1.1M	Add +0.7%
QUAL iShares MSCI USA Quality Fac	0.07%	5,686	$1.1M	Reduce -1.2%
GOOGL Alphabet Inc. Class A	0.07%	3,405	$979K	Add +5.8%
IWP iShares Russell Mid-Cap Grow	0.06%	7,257	$930K	Reduce -1.8%
IWY iShares Russell Top 200 Grow	0.06%	3,722	$926K	Add +7.8%
GLD SPDR Gold Shares	0.06%	2,127	$915K	Reduce -5.2%
VOO Vanguard S&P 500 ETF	0.06%	1,503	$898K	Add +19.1%
KO The Coca-Cola Co.	0.06%	11,748	$893K	Add +6.7%
VYM Vanguard High DVD Yield ETF	0.06%	5,922	$877K	Add +17.0%
MCD McDonald's Corp.	0.06%	2,777	$863K	Reduce -3.6%
IWL iShares Russell Top 200 ETF	0.06%	5,269	$846K	Add +0.0%
MMM 3M Co.	0.06%	5,654	$821K	Add +0.7%
JPM JPMorgan Chase & Co.	0.06%	2,752	$810K	Add +9.0%
ABBV Abbvie Inc.	0.05%	3,617	$787K	Add +0.4%
IWO iShares Russell 2000 Growth	0.05%	2,350	$738K	No change
PANW Palo Alto Networks Inc.	0.05%	4,488	$720K	Add +1.7%
MCBS Metrocity Bankshares Inc.	0.05%	25,000	$717K	No change
V Visa Inc. Class A	0.05%	2,350	$710K	Reduce -1.6%
SCHF Schwab Intl Equity ETF	0.05%	27,796	$688K	Add +227.4%
GOVT iShares US Treasury Bond ETF	0.05%	29,940	$686K	Add +0.6%
AOR iShares Core 60/40 Balanced	0.05%	10,607	$683K	Add +5.0%
RTX RTX Corp.	0.05%	3,538	$682K	Reduce -3.7%
T AT&T Inc.	0.05%	23,536	$682K	Reduce -53.8%
GE General Electric filed as GE AEROSPACE	0.05%	2,362	$670K	Add +39.9%
SCHB Schwab US Broad Market ETF	0.05%	26,697	$670K	Add +0.3%
CLS Celestica Inc.	0.05%	2,378	$670K	No change
IJK iShares S&P Mid-Cap 400 Grow	0.05%	6,631	$667K	No change
PEP Pepsico Inc.	0.04%	4,163	$646K	Reduce -0.6%
IWB iShares Russell 1000 ETF	0.04%	1,722	$614K	Add +0.1%
DVY iShares Select Dividend ETF	0.04%	4,007	$607K	Add +0.5%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	0.04%	13,096	$605K	Add +0.5%
PG The Procter & Gamble Co.	0.04%	4,084	$590K	Reduce -9.1%
WM Waste Management Inc.	0.04%	2,477	$569K	Reduce -5.7%
IWN iShares Russell 2000 Value E	0.04%	2,972	$564K	Reduce -1.4%
TRV The Travelers Cos Inc.	0.04%	1,911	$557K	Add +2.8%
USIG iShares Broad Usd Investment	0.04%	10,819	$554K	Add +0.8%
IWS iShares Russell Mid-Cap Valu	0.04%	3,768	$549K	Reduce -2.1%
ACWX iShares MSCI Acwi Ex US ETF	0.04%	7,981	$546K	Reduce -2.6%
SPAB SS SPDR P Agg Bond ETF	0.04%	21,043	$539K	Add +1.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.04%	10,708	$522K	Add +1.2%
DE Deere & Co.	0.03%	907	$511K	Add +15.8%
IWM iShares Russell 2000 ETF	0.03%	2,043	$507K	Add +4.8%
WMG Warner Music Group Corp. Class A	0.03%	19,683	$503K	New
GEV GE Vernova Inc.	0.03%	558	$487K	Add +44.9%
BNDX Vanguard Total Intl Bond ETF	0.03%	10,074	$484K	Reduce -4.3%
CRWD CrowdStrike Holdings Inc. Class A	0.03%	1,235	$482K	Add +4.7%
MBB iShares MBS ETF	0.03%	5,075	$482K	Add +0.7%
CVX Chevron Corp.	0.03%	2,324	$481K	Add +18.3%
ORCL Oracle Corp.	0.03%	3,131	$461K	Add +0.7%
VCIT Vanguard Int-Term Corporate	0.03%	5,510	$456K	Add +68.2%
NEE Nextera Energy Inc.	0.03%	4,893	$454K	Add +1.8%
DAL Delta Air Lines Inc.	0.03%	6,789	$451K	Add +0.3%
VIG Vanguard Dividend Apprec ETF	0.03%	2,043	$439K	Add +0.3%
SPYV SS SPDR P S&P 500 Value ETF	0.03%	7,359	$416K	No change
PWR Quanta Services Inc.	0.03%	755	$415K	New
IYF iShares US Financials ETF	0.03%	3,132	$369K	Add +0.5%
SFY Sofi Select 500 ETF	0.02%	2,903	$362K	Add +0.5%
UNH Unitedhealth Group Inc.	0.02%	1,322	$358K	Reduce -2.6%
META Meta Platforms Inc. Class A	0.02%	624	$357K	Add +16.9%
TSLA Tesla Inc.	0.02%	910	$338K	Add +13.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.02%	1,154	$331K	Reduce -1.0%
SPYG SS SPDR P S&P 500 Growth ETF	0.02%	3,365	$329K	Reduce -7.0%
ABT Abbott Laboratories	0.02%	3,126	$321K	Reduce -2.3%
AMTM Amentum Holdings Inc.	0.02%	12,076	$315K	No change
SCHA Schwab US Small-Cap ETF	0.02%	10,789	$314K	New
LMT Lockheed Martin Corp.	0.02%	519	$313K	Reduce -4.1%
LOW Lowe's Cos Inc.	0.02%	1,298	$307K	Reduce -0.1%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F	0.02%	5,973	$304K	Reduce -2.7%
LNG Cheniere Energy Inc.	0.02%	1,024	$291K	New
MA Mastercard Inc. Class A	0.02%	555	$277K	Add +0.2%
D Dominion Energy Inc.	0.02%	4,477	$277K	Add +2.9%
MRK Merck & Co. Inc.	0.02%	2,280	$274K	Reduce -5.0%
WSM Williams-Sonoma Inc.	0.02%	1,492	$272K	No change
VTV Vanguard Mrngstr Val ETF-Aui	0.02%	1,382	$271K	Add +0.1%
CSCO Cisco Systems Inc.	0.02%	3,405	$264K	Reduce -0.4%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV	0.02%	194	$257K	New
GS Goldman Sachs Group Inc.	0.02%	303	$257K	Reduce -6.5%
HUBB Hubbell Inc.	0.02%	518	$254K	New
SCHG Schwab US Large-Cap Growth	0.02%	8,665	$252K	Add +0.1%
BOXX Alpha Architect 1-3 MNTH Box	0.02%	2,155	$251K	New
ITA iShares U.S. Aerospace & Def	0.02%	1,141	$250K	Add +3.2%
BLK BlackRock Inc.	0.02%	257	$248K	Reduce -1.5%
ETN Eaton Corp. PLC	0.02%	687	$246K	Reduce -10.6%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO	0.02%	1,132	$245K	Add +5.5%
FMUN Fidelity System Muni BND ETF	0.02%	4,700	$233K	No change
TASEKO MINES LTD	0.02%	36,134	$233K	No change
SLV iShares Silver Trust	0.02%	3,374	$230K	Reduce -24.5%
IYW iShares Ustechnology ETF	0.02%	1,263	$229K	No change
AMGN Amgen Inc.	0.02%	637	$224K	Reduce -9.7%
PM Philip Morris International	0.01%	1,325	$219K	Add +1.5%
VOE Vngrd Mrngstr MD-Cap Val ETF	0.01%	1,168	$215K	Reduce -3.5%
PNFP Pinnacle Financial Partners	0.01%	2,486	$214K	New
SYY Sysco Corp.	0.01%	2,983	$213K	Add +0.4%
SCHE Schwab Emrg Mrkts Eqty ETF	0.01%	6,255	$206K	New
MRSH Marsh & McLennan Cos	0.01%	1,174	$204K	Reduce -7.0%
CINF Cincinnati Financial Corp.	0.01%	1,274	$200K	Add +0.9%
FSK FS KKR Capital Corp.	0.01%	18,254	$186K	No change
FSSL FS Specialty Lending Fund	0.01%	14,731	$184K	New
JPC Nuveen Prefered & Income Opp	0.01%	12,108	$91K	No change
GALT Galectin Therapeutics Inc.	0.00%	21,000	$59K	No change

Options reported separately and not counted above: V calls ($30K).

Portfolio Sells Q4 2025 → Q1 2026


MSFT Microsoft Corp.	Reduce -0.2%	0.28%	−0.10
SUB iShares Short-Term National	Reduce -0.9%	1.87%	−0.07
ACWI iShares MSCI Acwi ETF	Reduce -4.6%	0.53%	−0.05
T AT&T Inc.	Reduce -53.8%	0.05%	−0.04
NVDA Nvidia Corp.	Reduce -5.8%	0.24%	−0.04
IWF iShares Russell 1000 Growth	Reduce -1.4%	0.20%	−0.03
AVGO Broadcom Inc.	Reduce -3.3%	0.13%	−0.02
WBD Warner Bros Discovery Inc.	Sold out	0.00%	−0.02
ADP Automatic Data Processing	Sold out	0.00%	−0.02
GLDM SPDR Gold Minishares Trust	Sold out	0.00%	−0.02
QCOM Qualcomm Inc.	Sold out	0.00%	−0.02
IWR iShares Russell Mid-Cap ETF	Reduce -2.9%	0.37%	−0.02
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -0.9%	0.20%	−0.02
VEA Vanguard Ftse Developed ETF	Sold out	0.00%	−0.02
PAYX Paychex Inc.	Sold out	0.00%	−0.02
VZ Verizon Communications Inc.	Sold out	0.00%	−0.02
IHI iShares U.S. Medical Devices	Sold out	0.00%	−0.02
PNFP Pinnacle Financial Partners	Sold out	0.00%	−0.01
CVNA Carvana Co.	Sold out	0.00%	−0.01
GOOG Alphabet Inc. Class C	Reduce -2.3%	0.09%	−0.01
BOX Box Inc. Class A	Sold out	0.00%	−0.01
IEFA iShares Core MSCI Eafe ETF	Reduce -2.2%	0.38%	−0.01
FSCO FS Credit Opportunities Corp.	Sold out	0.00%	−0.01
IVE iShares S&P 500 Value ETF	Reduce -7.1%	0.10%	−0.01
V Visa Inc. Class A	Reduce -1.6%	0.05%	−0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Reduce -0.9%	0.11%	−0.01
IWP iShares Russell Mid-Cap Grow	Reduce -1.8%	0.06%	−0.01
UNH Unitedhealth Group Inc.	Reduce -2.6%	0.02%	−0.01
IWD iShares Russell 1000 Value E	Reduce -2.4%	0.19%	−0.01
ABT Abbott Laboratories	Reduce -2.3%	0.02%	−0.01
EFA iShares MSCI Eafe ETF	Reduce -4.2%	0.09%	−0.01
QUAL iShares MSCI USA Quality Fac	Reduce -1.2%	0.07%	−0.01
PG The Procter & Gamble Co.	Reduce -9.1%	0.04%	−0.00
SPYG SS SPDR P S&P 500 Growth ETF	Reduce -7.0%	0.02%	−0.00
SLV iShares Silver Trust	Reduce -24.5%	0.02%	−0.00
BLK BlackRock Inc.	Reduce -1.5%	0.02%	−0.00
MCD McDonald's Corp.	Reduce -3.6%	0.06%	−0.00
BNDX Vanguard Total Intl Bond ETF	Reduce -4.3%	0.03%	−0.00
MRSH Marsh & McLennan Cos	Reduce -7.0%	0.01%	−0.00
GS Goldman Sachs Group Inc.	Reduce -6.5%	0.02%	−0.00
WM Waste Management Inc.	Reduce -5.7%	0.04%	−0.00
ACWX iShares MSCI Acwi Ex US ETF	Reduce -2.6%	0.04%	−0.00
JMST JPM Ultra-Short Muni Income	Reduce -2.7%	0.02%	−0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd	Reduce -1.0%	0.02%	−0.00
LOW Lowe's Cos Inc.	Reduce -0.1%	0.02%	−0.00
AMGN Amgen Inc.	Reduce -9.7%	0.02%	−0.00
RTX RTX Corp.	Reduce -3.7%	0.05%	−0.00
IWS iShares Russell Mid-Cap Valu	Reduce -2.1%	0.04%	−0.00
CSCO Cisco Systems Inc.	Reduce -0.4%	0.02%	−0.00
VOE Vngrd Mrngstr MD-Cap Val ETF	Reduce -3.5%	0.01%	−0.00

Portfolio Buys Q4 2025 → Q1 2026


SO The Southern Co.	Add +14.7%	2.55%	+0.49
IJH iShares Core S&P Midcap ETF	Add +3.2%	9.26%	+0.27
ICSH iShares Ultra Short Duration	Add +268.6%	0.24%	+0.18
IJR iShares Core S&P Small-Cap E	Add +3.6%	4.03%	+0.17
MUB iShares National Muni Bond E	Add +9.3%	2.76%	+0.15
ISTB iShares Core 1-5 Year Usd Bo	Add +6.0%	3.71%	+0.10
JPST JPMorgan Ultra-Short Income	Add +8.3%	1.39%	+0.07
IXUS iShares Core Intl Stock ETF	Add +0.9%	10.40%	+0.07
SPMD SS SPDR P S&P 400 Midcap ETF	Add +4.0%	1.89%	+0.07
ITOT iShares Core S&P Total U.S.	Add +59.0%	0.17%	+0.06
UBND Victoryshares Core Plus Bond	Add +4.0%	12.09%	+0.05
AGG iShares Core U.S. Aggregate	Add +34.1%	0.16%	+0.04
WMG Warner Music Group Corp. Class A	New	0.03%	+0.03
SCHF Schwab Intl Equity ETF	Add +227.4%	0.05%	+0.03
JNJ Johnson & Johnson	Add +17.6%	0.11%	+0.03
PWR Quanta Services Inc.	New	0.03%	+0.03
SPSM SS SPDR P S&P 600 Small Cap	Add +1.9%	1.09%	+0.03
WMT Walmart Inc.	Add +20.2%	0.11%	+0.03
IAGG iShares Intl Aggregate Bond	Add +3.7%	2.03%	+0.02
XOM Exxon Mobil Corp.	Add +1.5%	0.08%	+0.02
SCHA Schwab US Small-Cap ETF	New	0.02%	+0.02
LNG Cheniere Energy Inc.	New	0.02%	+0.02
ASML ASML Holding NV-NY Reg SHS	New	0.02%	+0.02
HUBB Hubbell Inc.	New	0.02%	+0.02
BOXX Alpha Architect 1-3 MNTH Box	New	0.02%	+0.02
QQQ Invesco QQQ Trust Series 1	Add +26.1%	0.13%	+0.02
GEV GE Vernova Inc.	Add +44.9%	0.03%	+0.02
PNFP Pinnacle Financial Partners	New	0.01%	+0.01
SCHE Schwab Emrg Mrkts Eqty ETF	New	0.01%	+0.01
VXUS Vanguard Total Intl Stock	Add +0.8%	2.68%	+0.01
FSSL FS Specialty Lending Fund	New	0.01%	+0.01
VCIT Vanguard Int-Term Corporate	Add +68.2%	0.03%	+0.01
CVX Chevron Corp.	Add +18.3%	0.03%	+0.01
DE Deere & Co.	Add +15.8%	0.03%	+0.01
GE General Electric	Add +39.9%	0.05%	+0.01
VYM Vanguard High DVD Yield ETF	Add +17.0%	0.06%	+0.01
KO The Coca-Cola Co.	Add +6.7%	0.06%	+0.01
AWK American Water Works Co. Inc.	Add +1.7%	0.20%	+0.01
VOO Vanguard S&P 500 ETF	Add +19.1%	0.06%	+0.01
HD Home Depot Inc.	Add +14.3%	0.08%	+0.00
NEE Nextera Energy Inc.	Add +1.8%	0.03%	+0.00
ABCB Ameris Bancorp	Add +0.2%	0.09%	+0.00
DVY iShares Select Dividend ETF	Add +0.5%	0.04%	+0.00
D Dominion Energy Inc.	Add +2.9%	0.02%	+0.00
IWM iShares Russell 2000 ETF	Add +4.8%	0.03%	+0.00
AOR iShares Core 60/40 Balanced	Add +5.0%	0.05%	+0.00
ITA iShares U.S. Aerospace & Def	Add +3.2%	0.02%	+0.00
PM Philip Morris International	Add +1.5%	0.01%	+0.00
TRV The Travelers Cos Inc.	Add +2.8%	0.04%	+0.00
VTV Vanguard Mrngstr Val ETF-Aui	Add +0.1%	0.02%	+0.00

Options Activity Q4 2025 → Q1 2026


V Visa Inc. Class A	call	New	100	$30K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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