Capital Advisors Wealth Management, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 16, 2024), Capital Advisors Wealth Management, LLC reported 160 stock positions worth $505.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.5% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 6.5%) and Vanguard Dividend Apprec ETF (VIG, 5.5%). Compared with Q1 2024, it opened 14 new positions, sold out of 12, added to 91 and reduced 46. The biggest buy was iShares Russell 1000 Growth (IWF, shares +35%) and the biggest sale JPM Diversified RT Small Cap (JPSE, shares −43%).

Most Recent 13F
Q2 2026
Location
YAKIMA, WA
CIK
0001824700
Portfolio Value
$505.8M (Q2 2024)
SEC Filing
0001085146-24-003032 ↗ filed Jul 16, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $482.1M Q1 2024 Q2 2024: $505.8M $505.8M Q2 2024 Q3 2024: $542.8M Q3 2024 Q4 2024: $561.7M Q4 2024 Q1 2025: $566.0M Q1 2025 Q2 2025: $636.4M Q2 2025 Q3 2025: $700.7M Q3 2025 Q4 2025: $734.1M Q4 2025 Q1 2026: $744.6M Q1 2026 Q2 2026: $850.9M Q2 2026

Holdings 160 stocks · $505.8M
IVV iShares Core S&P 500 ETF 6.49% 60,004 $32.8M Add +1.7%
IWF iShares Russell 1000 Growth 6.47% 89,801 $32.7M Add +34.9%
VIG Vanguard Dividend Apprec ETF 5.54% 153,600 $28.0M Add +16.3%
VCIT Vanguard Int-Term Corporate 5.29% 334,556 $26.7M Add +4.7%
FNDF Schwab Fndmn Intl LRG Co. ETF 4.85% 699,971 $24.5M Reduce -17.0%
VGT Vanguard Info Tech ETF 4.64% 40,680 $23.5M Reduce -12.3%
JPIE JPMorgan Income ETF 4.40% 489,337 $22.2M Add +0.5%
QQQ Invesco QQQ Trust Series 1 3.95% 41,657 $20.0M Add +8.8%
COWZ Pacer US Cash Cows 100 ETF 3.47% 322,419 $17.6M Add +9.7%
JPST JPMorgan Ultra-Short Income 3.24% 325,116 $16.4M Add +16.3%
BLV Vanguard Long-Term Bond ETF 3.22% 231,666 $16.3M Add +2.3%
VYM Vanguard High DVD Yield ETF 2.51% 107,054 $12.7M Reduce -0.4%
AAPL Apple Inc. 2.15% 51,613 $10.9M Add +12.7%
JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F 2.07% 239,778 $10.5M Reduce -43.4%
MSFT Microsoft Corp. 2.04% 23,075 $10.3M Add +7.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.95% 53,967 $9.9M Add +0.9%
AMZN Amazon.com Inc. 1.74% 45,423 $8.8M Add +5.1%
VYMI Vanguard Int High DVD YLD Inc. 1.68% 123,789 $8.5M Add +1.9%
SPY SS SPDR S&P 500 ETF Trust-US 1.61% 14,981 $8.2M Add +4.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 1.37% 27,739 $6.9M Add +0.2%
EMXC iShares MSCI Emr MRK Ex Chna 1.33% 113,963 $6.7M New
NVDA Nvidia Corp. 1.33% 54,553 $6.7M Reduce -22.1%
XLE SS Energy Select Sector 1.26% 70,003 $6.4M Add +3.7%
JEPI JPMorgan Equity Premium Inco 1.13% 100,468 $5.7M Reduce -4.9%
GOOGL Alphabet Inc. Class A 1.12% 31,005 $5.6M Add +3.8%
BRK.B Berkshire Hathaway Inc. Class B 1.07% 13,282 $5.4M Add +4.6%
VNQ Vanguard Real Estate ETF 1.05% 63,581 $5.3M Add +3.0%
META Meta Platforms Inc. Class A 1.01% 10,101 $5.1M Add +15.3%
AGG iShares Core U.S. Aggregate 1.00% 52,324 $5.1M Reduce -13.7%
CALF PCR US SM CP CSH CWS ETF-Usd 0.93% 107,749 $4.7M Add +17.2%
COST Costco Wholesale Corp. 0.85% 5,063 $4.3M Reduce -7.8%
VTI VG Morningstar TS MKT ETF-US 0.78% 14,775 $4.0M Add +6.9%
V Visa Inc. Class A 0.75% 14,549 $3.8M Add +6.5%
MUB iShares National Muni Bond E 0.75% 35,657 $3.8M Add +4.3%
SCHV Schwab US Large-Cap Value 0.66% 44,781 $3.3M Add +0.5%
GSLC Goldman Activebeta US LC ETF 0.64% 30,188 $3.2M Reduce -7.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.62% 12,985 $3.1M Add +8.3%
AVGO Broadcom Inc. 0.53% 1,661 $2.7M Add +9.1%
CVX Chevron Corp. 0.51% 16,501 $2.6M Add +7.0%
VTEB Vanguard Tax-Exempt Bond ETF 0.50% 50,352 $2.5M Reduce -0.7%
COLB Columbia Banking System Inc. 0.44% 112,204 $2.2M Add +21.6%
QCOM Qualcomm Inc. 0.43% 10,889 $2.2M Add +2.1%
FNF Fidelity National Financial 0.43% 43,620 $2.2M Add +12.3%
HYD Vaneck High Yield Muni ETF 0.42% 41,390 $2.1M Reduce -5.8%
ABBV Abbvie Inc. 0.38% 11,286 $1.9M Add +9.6%
JCPB JPMorgan Core Plus Bond ETF 0.33% 35,820 $1.7M Reduce -19.0%
NVO Novo-Nordisk A/S-Spons ADR 0.31% 10,996 $1.6M Add +13.5%
CRM Salesforce Inc. 0.29% 5,780 $1.5M Add +58.2%
PANW Palo Alto Networks Inc. 0.29% 4,265 $1.4M Add +14.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.26% 8,186 $1.3M Reduce -1.4%
IJR iShares Core S&P Small-Cap E 0.26% 12,289 $1.3M Reduce -4.0%
JPM JPMorgan Chase & Co. 0.26% 6,448 $1.3M Add +29.4%
PSX Phillips 66 0.23% 8,205 $1.2M Add +1.6%
MLPA Global X MLP ETF 0.22% 22,493 $1.1M Reduce -5.6%
GOOG Alphabet Inc. Class C 0.22% 5,940 $1.1M Add +1.9%
USB US Bancorp 0.22% 27,407 $1.1M Reduce -5.8%
SCHG Schwab US Large-Cap Growth 0.20% 9,934 $1.0M Add +55.6%
IJH iShares Core S&P Midcap ETF 0.19% 16,645 $974K Reduce -2.1%
CRWD CrowdStrike Holdings Inc. Class A 0.19% 2,476 $949K New
VRTX Vertex Pharmaceuticals Inc. 0.18% 1,952 $915K Add +12.1%
VOOV Vanguard S&P 500 Value ETF 0.18% 5,203 $915K No change
MCD McDonald's Corp. 0.18% 3,544 $903K Reduce -2.4%
VEA Vanguard Ftse Developed ETF 0.16% 16,406 $811K Reduce -3.0%
PEP Pepsico Inc. 0.16% 4,849 $800K Add +5.7%
VNLA Janus Henderson Short Durati 0.15% 16,047 $779K Reduce -11.8%
XOM Exxon Mobil Corp. 0.15% 6,666 $767K Add +15.6%
MLN Vaneck Long Muni ETF 0.15% 41,444 $740K Add +5.8%
KOF Coca-Cola Femsa Sab-SP ADR 0.15% 8,566 $735K Add +65.5%
FG F&G Annuities & Life Inc. 0.14% 19,216 $731K Add +1.8%
JMUB JPMorgan Municipal ETF 0.14% 14,454 $728K Add +18.7%
MPC Marathon Petroleum Corp. 0.14% 4,136 $717K Add +7.0%
PG The Procter & Gamble Co. 0.14% 4,196 $692K Add +3.9%
SOFI Sofi Technologies Inc. 0.13% 102,999 $681K Add +0.5%
LMT Lockheed Martin Corp. 0.13% 1,380 $645K Add +33.2%
NOBL Proshares S&P 500 Dividend A 0.13% 6,651 $639K Reduce -1.7%
DLN Wisdomtree US Largecap Divid 0.12% 8,536 $621K Add +0.3%
TM Toyota Motor Corp. -Spon ADR 0.12% 2,899 $594K Add +1.9%
JQUA JPMorgan US Quality Factor 0.11% 10,819 $573K Reduce -21.8%
IGSB iShares 1-5Y Inv Grade Corp. 0.11% 11,011 $564K Reduce -2.4%
AGCO Agco Corp. 0.11% 5,723 $560K Add +33.3%
MO Altria Group Inc. 0.11% 12,165 $554K Add +0.1%
MAA Mid-America Apartment Comm 0.11% 3,870 $552K Add +15.3%
BAM Brookfield Asset Mgmt-A 0.11% 14,155 $539K New
HDV iShares Core High Dividend E 0.10% 4,763 $518K Add +1.9%
TLT iShares 20+ Year Treasury BD 0.10% 5,534 $508K Add +52.6%
VUG Vanguard Mrngstar GR ETF-Sui 0.10% 1,317 $493K Reduce -0.8%
MINT PIMCO Enhanced Short Maturit 0.10% 4,882 $491K New
SGOV iShares 0-3 Month Treasury B 0.10% 4,865 $490K New
TSLA Tesla Inc. 0.09% 2,387 $472K Reduce -6.7%
KO The Coca-Cola Co. 0.09% 7,403 $471K Reduce -16.5%
JNJ Johnson & Johnson 0.09% 3,098 $453K Reduce -24.3%
GLD SPDR Gold Shares 0.09% 2,084 $448K Add +1.1%
ITM Vaneck Intermediate Muni ETF 0.09% 9,626 $441K Add +0.7%
MRK Merck & Co. Inc. 0.09% 3,548 $439K Add +1.1%
DINO HF Sinclair Corp. 0.08% 8,004 $427K Reduce -1.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 2,383 $412K Add +0.4%
WM Waste Management Inc. 0.08% 1,846 $394K Add +21.7%
ETN Eaton Corp. PLC 0.08% 1,248 $391K No change
WMT Walmart Inc. 0.08% 5,744 $389K Add +1.7%
CAT Caterpillar Inc. 0.08% 1,163 $387K No change
F Ford Motor Co. filed as FORD MTR CO DEL 0.07% 30,008 $376K Reduce -24.5%
ADP Automatic Data Processing 0.07% 1,575 $376K Reduce -1.6%
HD Home Depot Inc. 0.07% 1,086 $374K Add +0.1%
BIL SS SPDR BB 1-3M T-Bill ETF 0.07% 4,000 $367K New
SCHD Schwab US DVD Equity ETF 0.07% 4,712 $366K Add +15.7%
PFF iShares Preferred & Income S 0.07% 11,582 $365K Add +7.2%
LLY Eli Lilly & Co. 0.07% 400 $362K No change
VXF Vanguard Extended Market ETF 0.07% 2,141 $361K Reduce -2.5%
T AT&T Inc. 0.07% 18,881 $361K Add +1.2%
VZ Verizon Communications Inc. 0.07% 8,733 $360K Reduce -2.7%
EXPE Expedia Group Inc. 0.07% 2,821 $355K Reduce -46.8%
LHX L3HARRIS Technologies Inc. 0.07% 1,525 $343K New
UPS United Parcel Service Class B 0.07% 2,486 $340K Reduce -31.5%
BND Vanguard Total Bond Market 0.07% 4,711 $339K Add +1.9%
PCAR Paccar Inc. 0.06% 3,145 $324K Add +3.6%
AMGN Amgen Inc. 0.06% 1,015 $317K Add +0.6%
COIN Coinbase Global Inc. Class A 0.06% 1,413 $314K Add +4.6%
BA The Boeing Co. 0.06% 1,721 $313K Reduce -13.1%
IWB iShares Russell 1000 ETF 0.06% 1,052 $313K Reduce -48.5%
ADBE Adobe Inc. 0.06% 561 $312K Reduce -16.9%
IWV iShares Russell 3000 ETF 0.06% 1,000 $309K No change
BIV Vanguard Intermediate-Term B 0.06% 3,959 $296K Add +0.9%
DHS Wisdomtree US High Dividend 0.06% 3,406 $288K Add +1.1%
PM Philip Morris International 0.06% 2,821 $286K Add +1.1%
XLK SS Technology Select Sector 0.05% 1,153 $261K Add +9.7%
LOW Lowe's Cos Inc. 0.05% 1,179 $260K Add +0.3%
VB Vanguard Most SM-Cap ETF-Usd 0.05% 1,185 $258K Add +2.2%
SUSA iShares ESG Optimized MSCI U 0.05% 2,254 $253K Reduce -11.8%
CTAS Cintas Corp. 0.05% 361 $253K Add +2.9%
PWR Quanta Services Inc. 0.05% 984 $250K New
PFE Pfizer Inc. 0.05% 8,930 $250K Add +22.5%
DUK Duke Energy Corp. 0.05% 2,486 $249K Reduce -12.5%
CSCO Cisco Systems Inc. 0.05% 5,098 $242K Add +1.3%
UNH Unitedhealth Group Inc. 0.05% 475 $242K Add +2.8%
GSEW Goldman Sachs Eql WGHT Large 0.05% 3,393 $241K New
ECL Ecolab Inc. 0.05% 1,011 $241K Add +3.3%
EIPI FT Energy Income ETF 0.05% 12,875 $239K New
NXP Nuveen Select Tax-Free Inc. 0.05% 16,439 $238K Add +57.2%
DON Wisdomtree US Midcap Dividen 0.05% 5,075 $237K Add +0.4%
IEFA iShares Core MSCI Eafe ETF 0.05% 3,171 $230K No change
XLV SS Health Care Select Sector 0.05% 1,580 $230K Reduce -19.2%
VWO Vanguard Ftse Emerging Marke 0.04% 5,157 $226K Add +0.1%
BLK BlackRock Finance Inc. 0.04% 282 $222K Add +0.4%
GBTC Grayscale Bitcoin Trust ETF 0.04% 4,165 $222K New
PAYX Paychex Inc. 0.04% 1,868 $221K No change
HLT Hilton Worldwide Holdings Inc. 0.04% 1,000 $218K No change
SHYG iShares 0-5 YR HY Corp. Bond 0.04% 5,159 $218K Reduce -9.5%
INTC Intel Corp. 0.04% 6,864 $213K Add +10.7%
SBUX Starbucks Corp. 0.04% 2,724 $212K Reduce -1.6%
SPHD Invesco S&P 500 High Dividen 0.04% 4,766 $212K Reduce -0.3%
KLAC KLA Corp. 0.04% 256 $211K New
CCB Coastal Financial Corp. 0.04% 4,514 $208K Reduce -24.3%
RSP Invesco S&P 500 Equal Weight 0.04% 1,258 $207K Reduce -9.0%
JPEF JPMorgan Equity Focus ETF 0.04% 3,291 $205K New
WFC Wells Fargo & Co. 0.04% 3,418 $203K New
GSIE Goldman Sachs Activebeta Int 0.04% 6,008 $202K Add +1.3%
JAVA JPMorgan Active Value ETF 0.04% 3,409 $202K Add +0.4%
XAWFX Alliancebernstein GL Hi Inc. 0.02% 11,761 $123K Reduce -57.4%
ESPR Esperion Therapeutics Inc. 0.01% 26,800 $59K Add +22.9%
NIO Nio Inc. - ADR 0.01% 11,511 $48K No change

Portfolio Sells Q1 2024 → Q2 2024
JPSE JPM Diversified RT Small Cap Reduce -43.4% 2.07% −1.90
FNDF Schwab Fndmn Intl LRG Co. ETF Reduce -17.0% 4.85% −1.38
VGT Vanguard Info Tech ETF Reduce -12.3% 4.64% −0.41
AEL American National Group Inc. Sold out 0.00% −0.36
AGG iShares Core U.S. Aggregate Reduce -13.7% 1.00% −0.23
VYM Vanguard High DVD Yield ETF Reduce -0.4% 2.51% −0.19
JEPI JPMorgan Equity Premium Inco Reduce -4.9% 1.13% −0.14
JCPB JPMorgan Core Plus Bond ETF Reduce -19.0% 0.33% −0.10
EXPE Expedia Group Inc. Reduce -46.8% 0.07% −0.08
GSLC Goldman Activebeta US LC ETF Reduce -7.4% 0.64% −0.06
IWB iShares Russell 1000 ETF Reduce -48.5% 0.06% −0.06
USB US Bancorp Reduce -5.8% 0.22% −0.05
HYD Vaneck High Yield Muni ETF Reduce -5.8% 0.42% −0.05
BUG Global X Cybersecurity ETF Sold out 0.00% −0.05
DIS The Walt Disney Co. Sold out 0.00% −0.05
FIF First Trust Energy Infrastru Sold out 0.00% −0.05
MA Mastercard Inc. Class A Sold out 0.00% −0.05
ACN Accenture PLC Class A Sold out 0.00% −0.05
JNJ Johnson & Johnson Reduce -24.3% 0.09% −0.04
UPS United Parcel Service Class B Reduce -31.5% 0.07% −0.04
NUSC Nuveen ESG Small-Cap ETF Sold out 0.00% −0.04
STM Stmicroelectronics NV-NY SHS Sold out 0.00% −0.04
DOW Dow Inc. Sold out 0.00% −0.04
EOI Eaton Vance Enhanced Eq Incm Sold out 0.00% −0.04
JQUA JPMorgan US Quality Factor Reduce -21.8% 0.11% −0.04
XAWFX Alliancebernstein GL Hi Inc. Reduce -57.4% 0.02% −0.04
F Ford Motor Co. Reduce -24.5% 0.07% −0.04
IJR iShares Core S&P Small-Cap E Reduce -4.0% 0.26% −0.03
MCD McDonald's Corp. Reduce -2.4% 0.18% −0.03
VTEB Vanguard Tax-Exempt Bond ETF Reduce -0.7% 0.50% −0.03
VNLA Janus Henderson Short Durati Reduce -11.8% 0.15% −0.03
MLPA Global X MLP ETF Reduce -5.6% 0.22% −0.02
IJH iShares Core S&P Midcap ETF Reduce -2.1% 0.19% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Reduce -1.4% 0.26% −0.02
KO The Coca-Cola Co. Reduce -16.5% 0.09% −0.02
DINO HF Sinclair Corp. Reduce -1.6% 0.08% −0.02
BA The Boeing Co. Reduce -13.1% 0.06% −0.02
NOBL Proshares S&P 500 Dividend A Reduce -1.7% 0.13% −0.02
EVGO Evgo Inc. Sold out 0.00% −0.02
VEA Vanguard Ftse Developed ETF Reduce -3.0% 0.16% −0.02
XLV SS Health Care Select Sector Reduce -19.2% 0.05% −0.01
SBUX Starbucks Corp. Reduce -1.6% 0.04% −0.01
ADBE Adobe Inc. Reduce -16.9% 0.06% −0.01
ADP Automatic Data Processing Reduce -1.6% 0.07% −0.01
IGSB iShares 1-5Y Inv Grade Corp. Reduce -2.4% 0.11% −0.01
VXF Vanguard Extended Market ETF Reduce -2.5% 0.07% −0.01
DUK Duke Energy Corp. Reduce -12.5% 0.05% −0.01
SUSA iShares ESG Optimized MSCI U Reduce -11.8% 0.05% −0.01
BLNK Blink Charging Co. Sold out 0.00% −0.01
RSP Invesco S&P 500 Equal Weight Reduce -9.0% 0.04% −0.01

Portfolio Buys Q1 2024 → Q2 2024
IWF iShares Russell 1000 Growth Add +34.9% 6.47% +1.82
EMXC iShares MSCI Emr MRK Ex Chna New 1.33% +1.33
VIG Vanguard Dividend Apprec ETF Add +16.3% 5.54% +0.54
AAPL Apple Inc. Add +12.7% 2.15% +0.52
QQQ Invesco QQQ Trust Series 1 Add +8.8% 3.95% +0.42
JPST JPMorgan Ultra-Short Income Add +16.3% 3.24% +0.32
CRWD CrowdStrike Holdings Inc. Class A New 0.19% +0.19
GOOGL Alphabet Inc. Class A Add +3.8% 1.12% +0.18
MSFT Microsoft Corp. Add +7.5% 2.04% +0.16
META Meta Platforms Inc. Class A Add +15.3% 1.01% +0.12
AMZN Amazon.com Inc. Add +5.1% 1.74% +0.12
AVGO Broadcom Inc. Add +9.1% 0.53% +0.11
BAM Brookfield Asset Mgmt-A New 0.11% +0.11
MINT PIMCO Enhanced Short Maturit New 0.10% +0.10
SGOV iShares 0-3 Month Treasury B New 0.10% +0.10
SCHG Schwab US Large-Cap Growth Add +55.6% 0.20% +0.08
BIL SS SPDR BB 1-3M T-Bill ETF New 0.07% +0.07
COLB Columbia Banking System Inc. Add +21.6% 0.44% +0.07
LHX L3HARRIS Technologies Inc. New 0.07% +0.07
PANW Palo Alto Networks Inc. Add +14.2% 0.29% +0.07
CRM Salesforce Inc. Add +58.2% 0.29% +0.07
IVV iShares Core S&P 500 ETF Add +1.7% 6.49% +0.06
QCOM Qualcomm Inc. Add +2.1% 0.43% +0.05
NVO Novo-Nordisk A/S-Spons ADR Add +13.5% 0.31% +0.05
JPM JPMorgan Chase & Co. Add +29.4% 0.26% +0.05
SPY SS SPDR S&P 500 ETF Trust-US Add +4.1% 1.61% +0.05
PWR Quanta Services Inc. New 0.05% +0.05
GSEW Goldman Sachs Eql WGHT Large New 0.05% +0.05
EIPI FT Energy Income ETF New 0.05% +0.05
GBTC Grayscale Bitcoin Trust ETF New 0.04% +0.04
KLAC KLA Corp. New 0.04% +0.04
KOF Coca-Cola Femsa Sab-SP ADR Add +65.5% 0.15% +0.04
JPEF JPMorgan Equity Focus ETF New 0.04% +0.04
WFC Wells Fargo & Co. New 0.04% +0.04
VTI VG Morningstar TS MKT ETF-US Add +6.9% 0.78% +0.04
GOOG Alphabet Inc. Class C Add +1.9% 0.22% +0.03
VRTX Vertex Pharmaceuticals Inc. Add +12.1% 0.18% +0.03
LMT Lockheed Martin Corp. Add +33.2% 0.13% +0.03
TLT iShares 20+ Year Treasury BD Add +52.6% 0.10% +0.03
MAA Mid-America Apartment Comm Add +15.3% 0.11% +0.02
JMUB JPMorgan Municipal ETF Add +18.7% 0.14% +0.02
NXP Nuveen Select Tax-Free Inc. Add +57.2% 0.05% +0.02
XOM Exxon Mobil Corp. Add +15.6% 0.15% +0.01
WM Waste Management Inc. Add +21.7% 0.08% +0.01
PFE Pfizer Inc. Add +22.5% 0.05% +0.01
WMT Walmart Inc. Add +1.7% 0.08% +0.01
XLK SS Technology Select Sector Add +9.7% 0.05% +0.01
CVX Chevron Corp. Add +7.0% 0.51% +0.01
SCHD Schwab US DVD Equity ETF Add +15.7% 0.07% +0.00
PM Philip Morris International Add +1.1% 0.06% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 228$850.9MFNDF, IVV, VIG, IWF, VCIT
Q1 2026 216$744.6MFNDF, VIG, IVV, VCIT, IWF
Q4 2025 219$734.1MFNDF, VIG, IVV, IWF, VCIT
Q3 2025 215$700.7MFNDF, VIG, IVV, IWF, VCIT
Q2 2025 191$636.4MVIG, IVV, FNDF, IWF, VCIT
Q1 2025 181$566.0MVIG, IVV, VCIT, IWF, FNDF
Q4 2024 173$561.7MIWF, IVV, VIG, VCIT, VGT
Q3 2024 167$542.8MIVV, IWF, VIG, VCIT, FNDF
Q2 2024 160$505.8MIVV, IWF, VIG, VCIT, FNDF
Q1 2024 158$482.1MIVV, FNDF, VCIT, VGT, VIG