Capital Insight Partners, LLC

Name: CAPITAL INSIGHT PARTNERS, LLC 13F holdings, Q1 2024
Creator: CAPITAL INSIGHT PARTNERS, LLC
Published: 2024-04-16

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

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 16, 2024), Capital Insight Partners, LLC reported 162 stock positions worth $535.2 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 6.6% of the portfolio, followed by Neos ETF Trust (5.1%) and iShares National Muni Bond E (MUB, 4.9%). Compared with Q4 2023, it opened 4 new positions, sold out of 3, added to 104 and reduced 42. The biggest buy was SS Health Care Select Sector (XLV, shares +64%) and the biggest sale Johnson & Johnson (JNJ, shares −94%).

Most Recent 13F: Q1 2026
Location: SCOTTSDALE, AZ
CIK: 0001664385
Portfolio Value: $535.2M (Q1 2024)
SEC Filing: 0001104659-24-047637 ↗ filed Apr 16, 2024

Holdings Value

Holdings 162 stocks · $535.2M


AGG iShares Core U.S. Aggregate	6.56%	358,357	$35.1M	Add +3.6%
NEOS ETF TRUST	5.09%	980,100	$27.2M	Reduce -1.4%
MUB iShares National Muni Bond E	4.92%	244,920	$26.4M	Add +4.8%
BIV Vanguard Intermediate-Term B	4.09%	290,085	$21.9M	Add +3.8%
IVV iShares Core S&P 500 ETF	3.01%	30,691	$16.1M	Add +5.2%
ISTB iShares Core 1-5 Year Usd Bo	2.73%	308,062	$14.6M	Add +2.6%
EBND State Street SPDR Bloomberg	2.14%	557,522	$11.4M	Add +6.2%
AAPL Apple Inc.	2.09%	65,168	$11.2M	Add +2.3%
XLE SS Energy Select Sector	1.74%	98,635	$9.3M	Add +4.0%
IGIB iShares 5-10Y Inv Grade Corp.	1.70%	176,063	$9.1M	Add +5.2%
XLV SS Health Care Select Sector	1.69%	61,163	$9.0M	Add +64.0%
SCHC Schwab Intl Small-Cap Equity	1.63%	243,006	$8.7M	Add +3.8%
MSFT Microsoft Corp.	1.60%	20,392	$8.6M	Add +1.0%
GOOGL Alphabet Inc. Class A	1.45%	51,332	$7.7M	Reduce -0.3%
IXUS iShares Core Intl Stock ETF	1.40%	110,062	$7.5M	Add +7.0%
META Meta Platforms Inc. Class A	1.36%	14,971	$7.3M	Add +0.0%
JPM JPMorgan Chase & Co.	1.35%	35,985	$7.2M	Reduce -1.1%
ISRG Intuitive Surgical Inc.	1.31%	17,569	$7.0M	Add +11.0%
BKNG Booking Holdings Inc.	1.22%	1,805	$6.5M	Add +0.6%
CHE Chemed Corp.	1.20%	9,972	$6.4M	Add +7.5%
SPSB SS SPDR P St C Corp. ETF	1.19%	213,180	$6.3M	Add +4.2%
HYMB SS SPDR N Ice HY Muni ETF	1.18%	244,876	$6.3M	Add +5.2%
MA Mastercard Inc. Class A	1.15%	12,778	$6.2M	Add +2.2%
ICE Intercontinental Exchange Inc.	1.09%	42,521	$5.8M	Add +5.1%
NVO Novo-Nordisk A/S-Spons ADR	1.09%	45,404	$5.8M	Add +1.5%
CASY Casey's General Stores Inc.	1.06%	17,836	$5.7M	Add +9.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd	1.06%	22,652	$5.7M	Add +4.7%
AMZN Amazon.com Inc.	1.02%	30,258	$5.5M	Add +4.7%
EW Edwards Lifesciences Corp.	1.01%	56,497	$5.4M	Add +13.2%
XLB SS Materials Select Sector	1.01%	57,923	$5.4M	Add +4.1%
HON Honeywell International Inc.	0.99%	25,910	$5.3M	Add +1.4%
ODFL Old Dominion Freight Line	0.97%	23,782	$5.2M	Add +3.6%
XLK SS Technology Select Sector	0.96%	24,653	$5.1M	Reduce -1.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.95%	134,178	$5.1M	Reduce -0.4%
ORCL Oracle Corp.	0.95%	40,352	$5.1M	Add +4.8%
FDS Factset Research Systems Inc.	0.94%	11,069	$5.0M	Add +7.5%
HD Home Depot Inc.	0.84%	11,683	$4.5M	Add +2.9%
UNH Unitedhealth Group Inc.	0.84%	9,045	$4.5M	Add +3.8%
ON On Semiconductor	0.79%	57,733	$4.2M	Add +9.7%
RSG Republic Services Inc.	0.79%	22,136	$4.2M	Add +10.9%
XLRE SS Real Estate Select Sector	0.77%	104,340	$4.1M	Add +0.0%
CCOI Cogent Communications Holdin	0.76%	62,138	$4.1M	Add +6.8%
NDSN Nordson Corp.	0.76%	14,726	$4.0M	Reduce -7.1%
ASML ASML Holding NV-NY Reg SHS	0.75%	4,133	$4.0M	Add +4.5%
PEP Pepsico Inc.	0.75%	22,916	$4.0M	Add +4.1%
LOGI Logitech International-Reg	0.75%	44,874	$4.0M	Add +8.9%
TREX Trex Company Inc.	0.73%	39,089	$3.9M	Add +2.5%
PGR Progressive Corp.	0.72%	18,575	$3.8M	Add +2.8%
VVV Valvoline Inc.	0.71%	85,851	$3.8M	Add +9.1%
CMCSA Comcast Corp. Class A	0.71%	88,011	$3.8M	Add +0.8%
RELX Relx PLC - Spon ADR	0.71%	87,593	$3.8M	Add +7.6%
TS Tenaris SA-ADR	0.70%	96,023	$3.8M	Add +12.3%
MANH Manhattan Associates Inc.	0.70%	14,980	$3.7M	Add +0.7%
IGF iShares Global Infrastructur	0.68%	76,442	$3.6M	Reduce -1.2%
VTI VG Morningstar TS MKT ETF-US	0.67%	13,780	$3.6M	Reduce -2.2%
CHKP Check Point Software Tech	0.66%	21,426	$3.5M	Add +13.3%
SPY SS SPDR S&P 500 ETF Trust-US	0.65%	6,683	$3.5M	Reduce -7.3%
SCHA Schwab US Small-Cap ETF	0.63%	67,993	$3.3M	Add +5.2%
GNTX Gentex Corp.	0.60%	88,766	$3.2M	Add +9.6%
CP Canadian Pacific Kansas City	0.60%	36,160	$3.2M	Add +7.8%
VXUS Vanguard Total Intl Stock	0.59%	52,220	$3.1M	Reduce -6.7%
SWKS Skyworks Solutions Inc.	0.59%	29,034	$3.1M	Add +11.7%
TM Toyota Motor Corp. -Spon ADR	0.56%	11,873	$3.0M	Add +2.6%
NVDA Nvidia Corp.	0.53%	3,122	$2.8M	Reduce -9.2%
HDB HDFC Bank Ltd.-ADR	0.52%	49,847	$2.8M	Add +10.8%
CL Colgate-Palmolive Co.	0.49%	29,364	$2.6M	Add +1.4%
FCN Fti Consulting Inc.	0.49%	12,372	$2.6M	Add +7.4%
NKE Nike Inc. Class B	0.47%	26,551	$2.5M	Add +7.5%
PFE Pfizer Inc.	0.45%	86,582	$2.4M	Reduce -2.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.43%	22,948	$2.3M	Add +5.8%
UL Unilever PLC	0.40%	43,024	$2.2M	Reduce -0.0%
BND Vanguard Total Bond Market	0.34%	25,359	$1.8M	Reduce -3.2%
TOL Toll Brothers Inc.	0.34%	13,996	$1.8M	Add +37.1%
IBB iShares Biotechnology ETF	0.33%	12,926	$1.8M	Add +5.3%
IGSB iShares 1-5Y Inv Grade Corp.	0.33%	34,432	$1.8M	Reduce -1.4%
PANW Palo Alto Networks Inc.	0.30%	5,702	$1.6M	Add +34.3%
V Visa Inc. Class A	0.30%	5,665	$1.6M	Reduce -1.0%
AOA iShares Core 80/20 Aggressiv	0.27%	19,379	$1.4M	Reduce -2.6%
XLP SS Consumer Staples Sel Sect	0.26%	18,147	$1.4M	Add +2.9%
AOR iShares Core 60/40 Balanced	0.26%	24,657	$1.4M	Reduce -14.6%
XLY SS Consumer Disc Select Sect	0.25%	7,247	$1.3M	Reduce -0.9%
VTEB Vanguard Tax-Exempt Bond ETF	0.24%	25,748	$1.3M	Add +0.1%
BSV Vanguard Short-Term Bond ETF	0.24%	16,716	$1.3M	Reduce -6.9%
LOW Lowe's Cos Inc.	0.24%	5,005	$1.3M	Add +34.5%
GPK Graphic Packaging Holding Co.	0.23%	42,810	$1.2M	Add +36.6%
LLY Eli Lilly & Co.	0.23%	1,589	$1.2M	Reduce -14.0%
VCSH Vanguard S/T Corp. Bond ETF	0.23%	15,785	$1.2M	Reduce -3.8%
CSHI Neos Enhanced Income 1-3 Mon	0.23%	24,387	$1.2M	Add +3.9%
GFL GFL Environmental Inc.-Sub VT	0.22%	34,830	$1.2M	Add +37.3%
DEO Diageo PLC-Sponsored ADR	0.21%	7,685	$1.1M	Reduce -5.3%
NOW ServiceNow Inc.	0.20%	1,375	$1.0M	Add +42.2%
IWF iShares Russell 1000 Growth	0.19%	3,092	$1.0M	No change
LEN Lennar Corp. Class A	0.19%	5,920	$1.0M	Add +41.6%
SCHH Schwab US REIT ETF	0.19%	49,032	$995K	Reduce -2.3%
ACGL Arch Capital Group Ltd.	0.17%	10,000	$924K	No change
XLF SS Financial Select Sector	0.17%	21,829	$919K	Reduce -1.8%
GOOG Alphabet Inc. Class C	0.17%	5,993	$912K	Reduce -4.3%
TSCO Tractor Supply Company	0.16%	3,351	$877K	No change
URI United Rentals Inc.	0.16%	1,215	$876K	Add +40.3%
ZTS Zoetis Inc.	0.16%	5,106	$864K	Add +30.6%
BG Bunge Global SA	0.15%	7,949	$815K	Add +53.5%
COST Costco Wholesale Corp.	0.14%	1,053	$771K	Add +38.9%
HUM Humana Inc.	0.14%	2,157	$748K	Add +34.2%
VGT Vanguard Info Tech ETF	0.14%	1,420	$745K	No change
DHR Danaher Corp.	0.14%	2,964	$740K	Add +48.7%
EG Everest Group Ltd.	0.13%	1,811	$720K	Add +40.8%
XLI SS Industrial Select Sector	0.13%	5,685	$716K	Add +11.5%
NTAP Netapp Inc.	0.13%	6,636	$697K	Add +42.3%
COP Conocophillips	0.13%	5,457	$695K	Add +21.5%
SCHZ Schwab US Aggregate Bond ETF	0.13%	14,760	$679K	Add +1.8%
CPAY Corpay Inc.	0.13%	2,200	$679K	New
SCHV Schwab US Large-Cap Value	0.13%	8,828	$671K	Add +1.2%
EQH Equitable Holdings Inc.	0.12%	17,172	$653K	Add +42.3%
VNQ Vanguard Real Estate ETF	0.12%	7,544	$652K	No change
VDE Vanguard Energy ETF	0.12%	4,952	$652K	No change
AFL Aflac Inc.	0.12%	7,503	$644K	Reduce -52.4%
SYK Stryker Corp.	0.11%	1,709	$612K	Add +50.2%
CTSH Cognizant Tech Solutions-A	0.11%	8,236	$604K	Reduce -30.8%
PH Parker Hannifin Corp.	0.11%	1,080	$600K	Add +53.2%
OWL Blue Owl Capital Inc.	0.11%	31,822	$600K	Add +42.3%
DPZ Domino's Pizza Inc.	0.11%	1,175	$584K	Add +42.1%
AMT American Tower Corp.	0.11%	2,937	$580K	Add +31.1%
SCHG Schwab US Large-Cap Growth	0.11%	6,238	$578K	Reduce -8.7%
AVGO Broadcom Inc.	0.11%	429	$569K	Add +17.2%
LOPE Grand Canyon Education Inc.	0.10%	4,124	$562K	Add +41.9%
DDOG Datadog Inc. Class A	0.10%	4,514	$558K	Add +42.0%
FCX Freeport-McMoran Inc.	0.10%	11,813	$555K	Add +18.0%
AGCO Agco Corp.	0.10%	4,291	$528K	Add +42.3%
EOG EOG Resources Inc.	0.10%	4,114	$526K	Add +42.1%
IWD iShares Russell 1000 Value E	0.10%	2,935	$526K	Reduce -3.1%
SUB iShares Short-Term National	0.10%	5,014	$525K	Add +3.1%
BDX Becton Dickinson and Co.	0.10%	2,122	$525K	Reduce -21.0%
MCD McDonald's Corp.	0.10%	1,806	$509K	Add +0.6%
HII Huntington Ingalls Industrie	0.09%	1,738	$507K	Add +52.7%
DXCM Dexcom Inc.	0.09%	3,600	$499K	Add +41.3%
XOM Exxon Mobil Corp.	0.09%	4,148	$482K	Reduce -10.0%
SCHF Schwab Intl Equity ETF	0.09%	11,699	$456K	Add +2.4%
TRMB Trimble Inc.	0.08%	6,840	$440K	Add +42.2%
ENR Energizer Holdings Inc.	0.07%	12,954	$381K	Add +42.0%
COLD Americold Realty Trust Inc.	0.07%	14,894	$371K	Add +42.0%
STT State Street Corp.	0.06%	4,275	$331K	Reduce -12.5%
BRK.B Berkshire Hathaway Inc. Class B	0.06%	768	$323K	Add +2.4%
CVX Chevron Corp.	0.06%	2,025	$319K	Reduce -1.8%
SCHO Schwab Short-Term US Treas	0.06%	6,301	$304K	No change
MINT PIMCO Enhanced Short Maturit	0.06%	2,962	$298K	Reduce -7.8%
JNJ Johnson & Johnson	0.05%	1,812	$287K	Reduce -93.6%
MRK Merck & Co. Inc.	0.05%	2,147	$283K	Reduce -0.4%
VWO Vanguard Ftse Emerging Marke	0.05%	6,757	$282K	Reduce -12.1%
F Ford Motor Co. filed as FORD MTR CO DEL	0.05%	21,000	$279K	No change
UPS United Parcel Service Class B	0.05%	1,810	$269K	Reduce -62.5%
SCHB Schwab US Broad Market ETF	0.05%	4,406	$269K	No change
ABT Abbott Laboratories	0.05%	2,249	$256K	Reduce -19.0%
KO The Coca-Cola Co.	0.05%	4,158	$254K	Add +1.0%
IJH iShares Core S&P Midcap ETF	0.05%	4,165	$253K	Add +2.6%
PAVE Global X US Infrastructure	0.05%	6,209	$247K	No change
VOO Vanguard S&P 500 ETF	0.04%	493	$237K	No change
IWM iShares Russell 2000 ETF	0.04%	1,125	$237K	No change
FBND Fidelity Total Bond ETF	0.04%	5,049	$229K	New
DRI Darden Restaurants Inc.	0.04%	1,349	$225K	New
BMRN Biomarin Pharmaceutical Inc.	0.04%	2,390	$209K	New
IEMG iShares Core MSCI Emerging	0.04%	4,010	$207K	Reduce -27.4%
CWD Calibercos Inc.	0.02%	80,637	$81K	Reduce -29.3%

Portfolio Sells Q4 2023 → Q1 2024


JNJ Johnson & Johnson	Reduce -93.6%	0.05%	−0.86
AFL Aflac Inc.	Reduce -52.4%	0.12%	−0.15
NEOS ETF TRUST	Reduce -1.4%	5.09%	−0.14
ARES Ares Management Corp. Class A	Sold out	0.00%	−0.11
UPS United Parcel Service Class B	Reduce -62.5%	0.05%	−0.10
NDSN Nordson Corp.	Reduce -7.1%	0.76%	−0.10
PFE Pfizer Inc.	Reduce -2.9%	0.45%	−0.08
VXUS Vanguard Total Intl Stock	Reduce -6.7%	0.59%	−0.08
CTSH Cognizant Tech Solutions-A	Reduce -30.8%	0.11%	−0.07
IGF iShares Global Infrastructur	Reduce -1.2%	0.68%	−0.06
GVI iShares Intermediate Governm	Sold out	0.00%	−0.06
AOR iShares Core 60/40 Balanced	Reduce -14.6%	0.26%	−0.06
MO Altria Group Inc.	Sold out	0.00%	−0.05
BND Vanguard Total Bond Market	Reduce -3.2%	0.34%	−0.05
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -7.3%	0.65%	−0.05
BSV Vanguard Short-Term Bond ETF	Reduce -6.9%	0.24%	−0.04
IGSB iShares 1-5Y Inv Grade Corp.	Reduce -1.4%	0.33%	−0.04
BDX Becton Dickinson and Co.	Reduce -21.0%	0.10%	−0.04
VCSH Vanguard S/T Corp. Bond ETF	Reduce -3.8%	0.23%	−0.03
DEO Diageo PLC-Sponsored ADR	Reduce -5.3%	0.21%	−0.03
SCHH Schwab US REIT ETF	Reduce -2.3%	0.19%	−0.03
XLK SS Technology Select Sector	Reduce -1.4%	0.96%	−0.02
GOOGL Alphabet Inc. Class A	Reduce -0.3%	1.45%	−0.02
UL Unilever PLC	Reduce -0.0%	0.40%	−0.02
IEMG iShares Core MSCI Emerging	Reduce -27.4%	0.04%	−0.02
XLY SS Consumer Disc Select Sect	Reduce -0.9%	0.25%	−0.02
STT State Street Corp.	Reduce -12.5%	0.06%	−0.02
CWD Calibercos Inc.	Reduce -29.3%	0.02%	−0.01
AOA iShares Core 80/20 Aggressiv	Reduce -2.6%	0.27%	−0.01
ABT Abbott Laboratories	Reduce -19.0%	0.05%	−0.01
VTI VG Morningstar TS MKT ETF-US	Reduce -2.2%	0.67%	−0.01
VWO Vanguard Ftse Emerging Marke	Reduce -12.1%	0.05%	−0.01
GOOG Alphabet Inc. Class C	Reduce -4.3%	0.17%	−0.01
MINT PIMCO Enhanced Short Maturit	Reduce -7.8%	0.06%	−0.01
V Visa Inc. Class A	Reduce -1.0%	0.30%	−0.01
SCHG Schwab US Large-Cap Growth	Reduce -8.7%	0.11%	−0.01
XOM Exxon Mobil Corp.	Reduce -10.0%	0.09%	−0.00
IWD iShares Russell 1000 Value E	Reduce -3.1%	0.10%	−0.00
CVX Chevron Corp.	Reduce -1.8%	0.06%	−0.00
XLF SS Financial Select Sector	Reduce -1.8%	0.17%	+0.00
MRK Merck & Co. Inc.	Reduce -0.4%	0.05%	+0.00
LLY Eli Lilly & Co.	Reduce -14.0%	0.23%	+0.01
BAC Bank of America Corp.	Reduce -0.4%	0.95%	+0.02
JPM JPMorgan Chase & Co.	Reduce -1.1%	1.35%	+0.08
NVDA Nvidia Corp.	Reduce -9.2%	0.53%	+0.18

Portfolio Buys Q4 2023 → Q1 2024


XLV SS Health Care Select Sector	Add +64.0%	1.69%	+0.65
META Meta Platforms Inc. Class A	Add +0.0%	1.36%	+0.27
EW Edwards Lifesciences Corp.	Add +13.2%	1.01%	+0.23
ISRG Intuitive Surgical Inc.	Add +11.0%	1.31%	+0.22
IVV iShares Core S&P 500 ETF	Add +5.2%	3.01%	+0.17
CASY Casey's General Stores Inc.	Add +9.9%	1.06%	+0.15
NVO Novo-Nordisk A/S-Spons ADR	Add +1.5%	1.09%	+0.14
ASML ASML Holding NV-NY Reg SHS	Add +4.5%	0.75%	+0.14
PGR Progressive Corp.	Add +2.8%	0.72%	+0.13
CPAY Corpay Inc.	New	0.13%	+0.13
TM Toyota Motor Corp. -Spon ADR	Add +2.6%	0.56%	+0.12
TOL Toll Brothers Inc.	Add +37.1%	0.34%	+0.12
AMZN Amazon.com Inc.	Add +4.7%	1.02%	+0.12
RSG Republic Services Inc.	Add +10.9%	0.79%	+0.12
ORCL Oracle Corp.	Add +4.8%	0.95%	+0.12
XLE SS Energy Select Sector	Add +4.0%	1.74%	+0.11
VVV Valvoline Inc.	Add +9.1%	0.71%	+0.11
TS Tenaris SA-ADR	Add +12.3%	0.70%	+0.10
CHE Chemed Corp.	Add +7.5%	1.20%	+0.09
TREX Trex Company Inc.	Add +2.5%	0.73%	+0.08
GPK Graphic Packaging Holding Co.	Add +36.6%	0.23%	+0.08
LOW Lowe's Cos Inc.	Add +34.5%	0.24%	+0.07
CHKP Check Point Software Tech	Add +13.3%	0.66%	+0.07
LEN Lennar Corp. Class A	Add +41.6%	0.19%	+0.06
URI United Rentals Inc.	Add +40.3%	0.16%	+0.06
MA Mastercard Inc. Class A	Add +2.2%	1.15%	+0.06
GNTX Gentex Corp.	Add +9.6%	0.60%	+0.06
NOW ServiceNow Inc.	Add +42.2%	0.20%	+0.06
CP Canadian Pacific Kansas City	Add +7.8%	0.60%	+0.05
MSFT Microsoft Corp.	Add +1.0%	1.60%	+0.05
RELX Relx PLC - Spon ADR	Add +7.6%	0.71%	+0.05
PANW Palo Alto Networks Inc.	Add +34.3%	0.30%	+0.05
NTAP Netapp Inc.	Add +42.3%	0.13%	+0.05
PH Parker Hannifin Corp.	Add +53.2%	0.11%	+0.05
GFL GFL Environmental Inc.-Sub VT	Add +37.3%	0.22%	+0.05
MANH Manhattan Associates Inc.	Add +0.7%	0.70%	+0.05
BG Bunge Global SA	Add +53.5%	0.15%	+0.05
SYK Stryker Corp.	Add +50.2%	0.11%	+0.04
OWL Blue Owl Capital Inc.	Add +42.3%	0.11%	+0.04
DHR Danaher Corp.	Add +48.7%	0.14%	+0.04
FBND Fidelity Total Bond ETF	New	0.04%	+0.04
DRI Darden Restaurants Inc.	New	0.04%	+0.04
COST Costco Wholesale Corp.	Add +38.9%	0.14%	+0.04
EG Everest Group Ltd.	Add +40.8%	0.13%	+0.04
EQH Equitable Holdings Inc.	Add +42.3%	0.12%	+0.04
DPZ Domino's Pizza Inc.	Add +42.1%	0.11%	+0.04
BMRN Biomarin Pharmaceutical Inc.	New	0.04%	+0.04
HII Huntington Ingalls Industrie	Add +52.7%	0.09%	+0.03
HD Home Depot Inc.	Add +2.9%	0.84%	+0.03
XLB SS Materials Select Sector	Add +4.1%	1.01%	+0.03

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q1 2026	0	$0
Q4 2025	134	$472.5M	IVV, AGG, VMBS, NVDA, IXUS
Q3 2025	163	$604.0M	NEOS ETF TRUST, AGG, IVV, NVDA, XLK
Q2 2025	162	$575.4M	NEOS ETF TRUST, MUB, AGG, IVV, VMBS
Q1 2025	158	$573.1M	AGG, MUB, NEOS ETF TRUST, IVV, VMBS
Q4 2024	156	$578.5M	AGG, NEOS ETF TRUST, MUB, IVV, VMBS
Q3 2024	157	$571.3M	AGG, NEOS ETF TRUST, MUB, IVV, BIV
Q2 2024	157	$529.9M	AGG, NEOS ETF TRUST, MUB, BIV, IVV
Q1 2024	162	$535.2M	AGG, NEOS ETF TRUST, MUB, BIV, IVV