Capstone Financial Advisors, Inc.

Name: Capstone Financial Advisors, Inc. 13F holdings, Q4 2024
Creator: Capstone Financial Advisors, Inc.
Published: 2025-02-14

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

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Capstone Financial Advisors, Inc. reported 155 stock positions worth $1.6 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 17.0% of the portfolio, followed by iShares Russell 1000 ETF (IWB, 13.6%) and Dimensional US Core Equity 2 (DFAC, 11.9%). Compared with Q3 2024, it opened 10 new positions, sold out of 12, added to 68 and reduced 47. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +2%) and the biggest sale Dimensional World Ex US Core (DFAX, shares −1%).

Most Recent 13F: Q2 2026
Location: DOWNERS GROVE, IL
CIK: 0001599217
Portfolio Value: $1.6B (Q4 2024)
SEC Filing: 0001599217-25-000001 ↗ filed Feb 14, 2025

Holdings Value

Holdings 155 stocks · $1.6B


VTI VG Morningstar TS MKT ETF-US	17.03%	950,803	$275.6M	Add +2.1%
IWB iShares Russell 1000 ETF	13.55%	680,762	$219.3M	Reduce -2.1%
DFAC Dimensional US Core Equity 2	11.86%	5,551,570	$192.0M	Add +0.1%
BND Vanguard Total Bond Market	7.37%	1,659,432	$119.3M	Add +3.4%
NFRA NT GLBL BRD Infra ETF	6.89%	2,056,797	$111.5M	Add +1.1%
VXUS Vanguard Total Intl Stock	4.34%	1,192,073	$70.2M	Add +0.7%
MCD McDonald's Corp.	3.88%	216,614	$62.8M	Add +1.3%
IXUS iShares Core Intl Stock ETF	3.68%	901,122	$59.6M	Add +1.8%
DFAX Dimensional World Ex US Core	3.41%	2,217,826	$55.1M	Reduce -0.7%
BNDX Vanguard Total Intl Bond ETF	3.13%	1,033,673	$50.7M	Add +3.4%
IWF iShares Russell 1000 Growth	2.86%	115,237	$46.3M	Add +7.0%
AAPL Apple Inc.	2.41%	155,587	$39.0M	Reduce -2.2%
TILT NT Mstar US Ftilt ETF	2.04%	153,059	$33.1M	Reduce -6.0%
TLTD NT Dev Exus Ftilt ETF	1.99%	467,009	$32.2M	Reduce -1.9%
ITOT iShares Core S&P Total U.S.	1.30%	163,320	$21.0M	Reduce -2.6%
REET iShares Global REIT ETF	1.24%	837,555	$20.1M	Reduce -1.2%
AVRE Avantis Real Estate ETF	0.89%	342,631	$14.4M	Add +29.5%
JPM JPMorgan Chase & Co.	0.81%	54,957	$13.2M	Add +1.3%
AGG iShares Core U.S. Aggregate	0.57%	95,282	$9.2M	Add +1.2%
MDY State Street SPDR S&P Midcap	0.55%	15,734	$9.0M	Reduce -2.4%
VIG Vanguard Dividend Apprec ETF	0.52%	43,041	$8.4M	Reduce -0.6%
AMZN Amazon.com Inc.	0.49%	36,055	$7.9M	Reduce -6.0%
NVDA Nvidia Corp.	0.48%	57,578	$7.7M	Add +37.8%
IAGG iShares Intl Aggregate Bond	0.43%	139,862	$7.0M	Add +0.8%
GWW WW Grainger Inc. filed as GRAINGER W W INC	0.40%	6,158	$6.5M	Reduce -0.4%
IGF iShares Global Infrastructur	0.40%	123,988	$6.5M	Add +12.4%
IWM iShares Russell 2000 ETF	0.38%	27,939	$6.2M	Add +1.4%
VTWO Vanguard Russell 2000 ETF	0.36%	65,709	$5.9M	Add +1.3%
MSFT Microsoft Corp.	0.36%	13,823	$5.8M	Reduce -31.8%
VONE Vanguard Russell 1000	0.34%	20,412	$5.4M	Reduce -1.1%
VTEB Vanguard Tax-Exempt Bond ETF	0.31%	99,785	$5.0M	Add +1.7%
CME Cme Group Inc.	0.29%	20,158	$4.7M	Add +0.0%
COST Costco Wholesale Corp.	0.23%	4,013	$3.7M	Add +0.2%
WMT Walmart Inc.	0.22%	38,655	$3.5M	New
RWO State Street SPDR Dow Jones	0.18%	66,435	$2.8M	Add +0.0%
QCOM Qualcomm Inc.	0.16%	17,098	$2.6M	Reduce -3.8%
TY Tri-Continental Corp.	0.15%	75,513	$2.4M	No change
SPY SS SPDR S&P 500 ETF Trust-US	0.15%	4,041	$2.4M	Reduce -1.7%
MUB iShares National Muni Bond E	0.13%	19,411	$2.1M	Reduce -1.5%
MSTR Strategy Inc. filed as MICROSTRATEGY INC	0.12%	6,716	$1.9M	Add +14.7%
ACN Accenture PLC Class A	0.11%	5,261	$1.9M	Reduce -4.0%
BRK.B Berkshire Hathaway Inc. Class B	0.11%	4,039	$1.8M	Add +0.8%
ETN Eaton Corp. PLC	0.11%	5,404	$1.8M	No change
META Meta Platforms Inc. Class A	0.11%	2,940	$1.7M	Add +23.8%
DJT Trump Media & Technology Gro	0.10%	47,600	$1.6M	Reduce -0.4%
UL Unilever PLC	0.09%	25,882	$1.5M	Add +0.8%
XOM Exxon Mobil Corp.	0.09%	12,837	$1.4M	Add +0.0%
GIS General Mills Inc.	0.08%	21,478	$1.4M	No change
RKLB Rocket Lab USA Inc.	0.08%	53,213	$1.4M	New
DFAU Dimensional US Core Equity M	0.08%	32,774	$1.3M	Add +0.0%
JNJ Johnson & Johnson	0.08%	9,127	$1.3M	Reduce -2.2%
TSLA Tesla Inc.	0.08%	3,236	$1.3M	Reduce -28.2%
WBA Walgreens Boots Alliance Inc.	0.08%	136,026	$1.3M	Add +18.6%
CBOE Cboe Global Markets Inc.	0.08%	6,382	$1.2M	Add +0.1%
DRI Darden Restaurants Inc.	0.08%	6,620	$1.2M	No change
GOOGL Alphabet Inc. Class A	0.07%	6,279	$1.2M	Add +30.4%
PLTR Palantir Technologies Inc. Class A	0.07%	15,494	$1.2M	Reduce -9.0%
CI The Cigna Group	0.07%	4,182	$1.2M	Add +0.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.07%	5,061	$1.1M	Add +0.6%
KO The Coca-Cola Co.	0.07%	17,216	$1.1M	Add +1.1%
VOO Vanguard S&P 500 ETF	0.06%	1,927	$1.0M	Add +16.1%
CAT Caterpillar Inc.	0.06%	2,856	$1.0M	Reduce -3.7%
BMY Bristol-Myers Squibb Co.	0.06%	17,849	$1.0M	Reduce -20.4%
MRK Merck & Co. Inc.	0.06%	10,068	$1.0M	Add +0.2%
LUMN Lumen Technologies Inc.	0.06%	185,686	$986K	No change
CMG Chipotle Mexican Grill Inc.	0.06%	15,442	$931K	Add +0.5%
FITB Fifth Third Bancorp	0.06%	21,923	$927K	Add +0.0%
ALK Alaska Air Group Inc.	0.05%	13,224	$856K	Reduce -17.2%
QQQ Invesco QQQ Trust Series 1	0.05%	1,654	$846K	Add +0.2%
LW Lamb Weston Holdings Inc.	0.05%	12,388	$828K	No change
ADX Adams Diversified Equity	0.05%	40,642	$821K	Add +4.7%
IWV iShares Russell 3000 ETF	0.05%	2,328	$778K	Add +0.3%
ESGV Vanguard ESG US Stock ETF	0.05%	7,351	$771K	Add +2.3%
ICE Intercontinental Exchange Inc.	0.05%	4,961	$739K	Reduce -4.5%
IVV iShares Core S&P 500 ETF	0.05%	1,254	$738K	Reduce -4.6%
AVGO Broadcom Inc.	0.04%	3,037	$704K	New
ABBV Abbvie Inc.	0.04%	3,775	$671K	Add +0.9%
INTC Intel Corp.	0.04%	32,600	$654K	Reduce -2.5%
DFAI Dimensional International Co.	0.04%	22,354	$653K	Add +14.0%
PG The Procter & Gamble Co.	0.04%	3,775	$633K	Reduce -2.8%
JEPI JPMorgan Equity Premium Inco	0.04%	10,878	$626K	Add +8.3%
ICSH iShares Ultra Short Duration	0.04%	11,419	$576K	Add +0.7%
PEP Pepsico Inc.	0.04%	3,785	$575K	Reduce -0.3%
CRWD CrowdStrike Holdings Inc. Class A	0.03%	1,633	$559K	Add +11.9%
AGGY Wisdomtree Yield Enhanced US	0.03%	12,808	$550K	Add +1.2%
SCHB Schwab US Broad Market ETF	0.03%	24,029	$545K	Add +1.2%
EZBC Franklin Bitcoin ETF	0.03%	10,000	$542K	Reduce -3.9%
DFIC Dimensional International Co.	0.03%	20,750	$536K	No change
NFLX Netflix Inc.	0.03%	586	$522K	Add +24.4%
CVX Chevron Corp.	0.03%	3,401	$493K	Add +8.1%
CL Colgate-Palmolive Co.	0.03%	5,083	$462K	No change
HD Home Depot Inc.	0.03%	1,187	$462K	Add +15.5%
BY Byline Bancorp Inc.	0.03%	15,871	$460K	No change
AMGN Amgen Inc.	0.03%	1,665	$434K	Reduce -28.3%
ABT Abbott Laboratories	0.03%	3,834	$434K	Reduce -4.5%
MA Mastercard Inc. Class A	0.03%	815	$429K	Add +0.7%
ESTC Elastic NV	0.03%	4,310	$427K	Reduce -3.9%
GOOG Alphabet Inc. Class C	0.03%	2,167	$413K	Add +8.0%
KMX Carmax Inc.	0.03%	5,000	$409K	No change
BA The Boeing Co.	0.02%	2,244	$397K	Reduce -4.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.02%	3,566	$397K	Reduce -5.8%
GDDY GoDaddy Inc. Class A	0.02%	2,000	$395K	No change
VEA Vanguard Ftse Developed ETF	0.02%	7,899	$378K	Reduce -1.6%
VGT Vanguard Info Tech ETF	0.02%	599	$372K	Add +0.3%
FICO Fair Isaac Corp.	0.02%	187	$372K	Reduce -0.5%
SCHX Schwab US Large-Cap ETF	0.02%	15,878	$368K	Add +2.1%
VTV Vanguard Mrngstr Val ETF-Aui	0.02%	2,069	$350K	New
VZ Verizon Communications Inc.	0.02%	8,748	$350K	Add +8.0%
IBIT iShares Bitcoin Trust ETF	0.02%	6,592	$350K	New
UNH Unitedhealth Group Inc.	0.02%	677	$342K	Add +0.5%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F	0.02%	6,650	$337K	Reduce -42.5%
IJR iShares Core S&P Small-Cap E	0.02%	2,838	$327K	Add +0.8%
LLY Eli Lilly & Co.	0.02%	414	$320K	Reduce -78.7%
GE General Electric filed as GE AEROSPACE	0.02%	1,858	$310K	Reduce -4.1%
VEU Vanguard Ftse All-World Ex-U	0.02%	5,313	$305K	Add +0.0%
ALL Allstate Corp.	0.02%	1,571	$303K	No change
T AT&T Inc.	0.02%	13,216	$301K	Add +41.3%
ADM Archer-Daniels-Midland Co.	0.02%	5,577	$282K	Reduce -3.3%
F Ford Motor Co. filed as FORD MTR CO	0.02%	27,973	$277K	Add +2.2%
V Visa Inc. Class A	0.02%	872	$276K	Add +3.6%
ARW Arrow Electronics Inc.	0.02%	2,405	$272K	No change
MPC Marathon Petroleum Corp.	0.02%	1,904	$266K	No change
LMT Lockheed Martin Corp.	0.02%	531	$258K	Reduce -8.0%
PANW Palo Alto Networks Inc.	0.02%	1,382	$251K	Add +0.7%
LRCX Lam Research Corp.	0.02%	3,477	$251K	No change
CSX CSX Corp.	0.02%	7,614	$246K	No change
PTLO Portillo's Inc. Class A	0.01%	25,725	$242K	Reduce -18.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.01%	5,487	$241K	No change
PFE Pfizer Inc.	0.01%	9,085	$241K	Reduce -8.7%
LOW Lowe's Cos Inc.	0.01%	969	$239K	Add +1.5%
BNDW Vanguard Total World Bond Et	0.01%	3,434	$234K	Add +1.9%
HON Honeywell International Inc.	0.01%	1,035	$234K	Add +2.1%
CSCO Cisco Systems Inc.	0.01%	3,876	$229K	Add +0.2%
WFC Wells Fargo & Co.	0.01%	3,227	$227K	New
VUG Vanguard Mrngstar GR ETF-Sui	0.01%	532	$218K	New
RYAAY Ryanair Holdings PLC-SP ADR	0.01%	5,000	$218K	No change
IJH iShares Core S&P Midcap ETF	0.01%	3,486	$217K	Add +0.4%
ZVIA Zevia PBC-A	0.01%	50,000	$210K	No change
GSG iShares S&P Gsci Commodity I	0.01%	9,600	$209K	No change
XLP SS Consumer Staples Sel Sect	0.01%	2,598	$204K	Reduce -3.5%
LYFT LYFT Inc. Class A	0.01%	12,115	$156K	Reduce -5.0%
HTZ Hertz Global Hldgs Inc.	0.01%	30,000	$110K	No change
TV Grupo Televisa SA-Spon ADR	0.01%	60,000	$101K	No change
VINP Vinci Compass Investments LT filed as VINCI PARTNERS INVTS LTD	0.01%	10,000	$101K	No change
STKS One Group Hospitality Inc. filed as THE ONE GROUP HOSPITALITY IN	0.00%	20,000	$58K	No change
LDI Loandepot Inc. Class A	0.00%	25,000	$51K	No change
EB Eventbrite Inc. Class A	0.00%	15,000	$50K	No change
ABEV Ambev SA-ADR	0.00%	25,000	$46K	New
AMC AMC Entertainment HLDS Class A	0.00%	10,002	$40K	Reduce -7.9%
GGB Gerdau SA -Spon ADR	0.00%	10,000	$29K	No change
LNKS Linkers Industries Ltd. Class A	0.00%	20,000	$27K	New
ORIENTAL RISE HLDGS LTD	0.00%	10,000	$15K	New
NDLS Noodles & Co.	0.00%	25,000	$14K	No change
GURE Gulf Resources Inc.	0.00%	20,000	$11K	No change
TMC TMC the Metals Co. Inc.	0.00%	10,000	$11K	No change

Options reported separately and not counted above: MSTR calls ($869K), MCD puts ($348K).

Portfolio Sells Q3 2024 → Q4 2024


DFAX Dimensional World Ex US Core	Reduce -0.7%	3.41%	−0.31
TLTD NT Dev Exus Ftilt ETF	Reduce -1.9%	1.99%	−0.21
MSFT Microsoft Corp.	Reduce -31.8%	0.36%	−0.18
REET iShares Global REIT ETF	Reduce -1.2%	1.24%	−0.15
TILT NT Mstar US Ftilt ETF	Reduce -6.0%	2.04%	−0.09
LLY Eli Lilly & Co.	Reduce -78.7%	0.02%	−0.09
SHV iShares 0-1 Year Treasury Bo	Sold out	0.00%	−0.05
QCOM Qualcomm Inc.	Reduce -3.8%	0.16%	−0.02
STXF Strive 500 ETF	Sold out	0.00%	−0.02
AMGN Amgen Inc.	Reduce -28.3%	0.03%	−0.02
AMD Advanced Micro Devices	Sold out	0.00%	−0.02
JMST JPM Ultra-Short Muni Income	Reduce -42.5%	0.02%	−0.02
XLE SS Energy Select Sector	Sold out	0.00%	−0.02
XLV SS Health Care Select Sector	Sold out	0.00%	−0.01
NOBL Proshares S&P 500 Dividend A	Sold out	0.00%	−0.01
URI United Rentals Inc.	Sold out	0.00%	−0.01
XLI SS Industrial Select Sector	Sold out	0.00%	−0.01
ET Energy Transfer LP	Sold out	0.00%	−0.01
JNJ Johnson & Johnson	Reduce -2.2%	0.08%	−0.01
PTLO Portillo's Inc. Class A	Reduce -18.2%	0.01%	−0.01
MDY State Street SPDR S&P Midcap	Reduce -2.4%	0.55%	−0.01
BMY Bristol-Myers Squibb Co.	Reduce -20.4%	0.06%	−0.01
JYNT The Joint Corp.	Sold out	0.00%	−0.01
INTC Intel Corp.	Reduce -2.5%	0.04%	−0.01
CAT Caterpillar Inc.	Reduce -3.7%	0.06%	−0.01
VIG Vanguard Dividend Apprec ETF	Reduce -0.6%	0.52%	−0.01
ICE Intercontinental Exchange Inc.	Reduce -4.5%	0.05%	−0.01
ACN Accenture PLC Class A	Reduce -4.0%	0.11%	−0.00
LMT Lockheed Martin Corp.	Reduce -8.0%	0.02%	−0.00
PEP Pepsico Inc.	Reduce -0.3%	0.04%	−0.00
MUB iShares National Muni Bond E	Reduce -1.5%	0.13%	−0.00
ADM Archer-Daniels-Midland Co.	Reduce -3.3%	0.02%	−0.00
GE General Electric	Reduce -4.1%	0.02%	−0.00
VMEO Vimeo Inc.	Sold out	0.00%	−0.00
PFE Pfizer Inc.	Reduce -8.7%	0.01%	−0.00
VEA Vanguard Ftse Developed ETF	Reduce -1.6%	0.02%	−0.00
PG The Procter & Gamble Co.	Reduce -2.8%	0.04%	−0.00
ABT Abbott Laboratories	Reduce -4.5%	0.03%	−0.00
CNVS Cineverse Corp.	Sold out	0.00%	−0.00
XLP SS Consumer Staples Sel Sect	Reduce -3.5%	0.01%	−0.00
IVV iShares Core S&P 500 ETF	Reduce -4.6%	0.05%	−0.00
AMC AMC Entertainment HLDS Class A	Reduce -7.9%	0.00%	−0.00
LYFT LYFT Inc. Class A	Reduce -5.0%	0.01%	−0.00
FICO Fair Isaac Corp.	Reduce -0.5%	0.02%	+0.00
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -1.7%	0.15%	+0.00
DIS The Walt Disney Co.	Reduce -5.8%	0.02%	+0.00
ITOT iShares Core S&P Total U.S.	Reduce -2.6%	1.30%	+0.00
BA The Boeing Co.	Reduce -4.8%	0.02%	+0.00
ESTC Elastic NV	Reduce -3.9%	0.03%	+0.01
GWW WW Grainger Inc.	Reduce -0.4%	0.40%	+0.01

Portfolio Buys Q3 2024 → Q4 2024


VTI VG Morningstar TS MKT ETF-US	Add +2.1%	17.03%	+0.80
IWF iShares Russell 1000 Growth	Add +7.0%	2.86%	+0.37
WMT Walmart Inc.	New	0.22%	+0.22
NVDA Nvidia Corp.	Add +37.8%	0.48%	+0.17
DFAC Dimensional US Core Equity 2	Add +0.1%	11.86%	+0.16
AVRE Avantis Real Estate ETF	Add +29.5%	0.89%	+0.12
JPM JPMorgan Chase & Co.	Add +1.3%	0.81%	+0.11
RKLB Rocket Lab USA Inc.	New	0.08%	+0.08
MSTR Strategy Inc.	Add +14.7%	0.12%	+0.06
AVGO Broadcom Inc.	New	0.04%	+0.04
BNDX Vanguard Total Intl Bond ETF	Add +3.4%	3.13%	+0.04
IGF iShares Global Infrastructur	Add +12.4%	0.40%	+0.03
GOOGL Alphabet Inc. Class A	Add +30.4%	0.07%	+0.02
META Meta Platforms Inc. Class A	Add +23.8%	0.11%	+0.02
IBIT iShares Bitcoin Trust ETF	New	0.02%	+0.02
VTV Vanguard Mrngstr Val ETF-Aui	New	0.02%	+0.02
CME Cme Group Inc.	Add +0.0%	0.29%	+0.02
WBA Walgreens Boots Alliance Inc.	Add +18.6%	0.08%	+0.02
WFC Wells Fargo & Co.	New	0.01%	+0.01
VUG Vanguard Mrngstar GR ETF-Sui	New	0.01%	+0.01
NFLX Netflix Inc.	Add +24.4%	0.03%	+0.01
VOO Vanguard S&P 500 ETF	Add +16.1%	0.06%	+0.01
CRWD CrowdStrike Holdings Inc. Class A	Add +11.9%	0.03%	+0.01
COST Costco Wholesale Corp.	Add +0.2%	0.23%	+0.01
IWM iShares Russell 2000 ETF	Add +1.4%	0.38%	+0.01
VTWO Vanguard Russell 2000 ETF	Add +1.3%	0.36%	+0.01
T AT&T Inc.	Add +41.3%	0.02%	+0.01
GOOG Alphabet Inc. Class C	Add +8.0%	0.03%	+0.00
CMG Chipotle Mexican Grill Inc.	Add +0.5%	0.06%	+0.00
ABEV Ambev SA-ADR	New	0.00%	+0.00
HD Home Depot Inc.	Add +15.5%	0.03%	+0.00
V Visa Inc. Class A	Add +3.6%	0.02%	+0.00
QQQ Invesco QQQ Trust Series 1	Add +0.2%	0.05%	+0.00
ESGV Vanguard ESG US Stock ETF	Add +2.3%	0.05%	+0.00
DFAU Dimensional US Core Equity M	Add +0.0%	0.08%	+0.00
DFAI Dimensional International Co.	Add +14.0%	0.04%	+0.00
CVX Chevron Corp.	Add +8.1%	0.03%	+0.00
JEPI JPMorgan Equity Premium Inco	Add +8.3%	0.04%	+0.00
MA Mastercard Inc. Class A	Add +0.7%	0.03%	+0.00
LNKS Linkers Industries Ltd. Class A	New	0.00%	+0.00
CSCO Cisco Systems Inc.	Add +0.2%	0.01%	+0.00
HON Honeywell International Inc.	Add +2.1%	0.01%	+0.00
VGT Vanguard Info Tech ETF	Add +0.3%	0.02%	+0.00
IWV iShares Russell 3000 ETF	Add +0.3%	0.05%	+0.00
SCHB Schwab US Broad Market ETF	Add +1.2%	0.03%	+0.00
PANW Palo Alto Networks Inc.	Add +0.7%	0.02%	+0.00
SCHX Schwab US Large-Cap ETF	Add +2.1%	0.02%	+0.00
ORIENTAL RISE HLDGS LTD	New	0.00%	+0.00
VTEB Vanguard Tax-Exempt Bond ETF	Add +1.7%	0.31%	+0.00
IBM Intl Business Machines Corp.	Add +0.6%	0.07%	+0.00

Options Activity Q3 2024 → Q4 2024


MSTR Strategy Inc.	call	New	3,000	$869K

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	191	$2.1B	VTI, IWB, DFAC, NFRA, BND
Q1 2026	185	$1.9B	VTI, IWB, DFAC, NFRA, BND
Q4 2025	184	$1.9B	VTI, IWB, DFAC, NFRA, BND
Q3 2025	182	$1.8B	VTI, IWB, DFAC, NFRA, BND
Q2 2025	175	$1.7B	VTI, IWB, DFAC, NFRA, BND
Q1 2025	156	$1.6B	VTI, IWB, DFAC, BND, NFRA
Q4 2024	155	$1.6B	VTI, IWB, DFAC, BND, NFRA
Q3 2024	157	$1.6B	VTI, IWB, DFAC, NFRA, BND
Q2 2024	157	$1.5B	VTI, IWB, DFAC, BND, NFRA
Q1 2024	150	$1.5B	VTI, IWB, DFAC, BND, NFRA