Chesapeake Wealth Management

Name: Chesapeake Wealth Management 13F holdings, Q4 2024
Creator: Chesapeake Wealth Management
Published: 2025-01-16

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

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Chesapeake Wealth Management reported 159 stock positions worth $291.6 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 5.2% of the portfolio, followed by Microsoft (MSFT, 4.3%) and Apple (AAPL, 4.2%). Compared with Q3 2024, it opened 7 new positions, sold out of 5, added to 37 and reduced 95. The biggest buy was a new position in VG Morningstar TS MKT ETF-US (VTI) and the biggest sale Schwab Intl Equity ETF (SCHF, shares −1%).

Most Recent 13F: Q2 2026
Location: WILLIAMSBURG, VA
CIK: 0001730383
Portfolio Value: $291.6M (Q4 2024)
SEC Filing: 0001730383-25-000001 ↗ filed Jan 16, 2025

Holdings Value

Holdings 159 stocks · $291.6M


AGG iShares Core U.S. Aggregate	5.16%	155,352	$15.1M	Add +6.7%
MSFT Microsoft Corp.	4.26%	29,466	$12.4M	Reduce -2.2%
AAPL Apple Inc.	4.17%	48,537	$12.2M	Reduce -1.8%
VCSH Vanguard S/T Corp. Bond ETF	3.27%	122,343	$9.5M	Add +2.8%
XLK SS Technology Select Sector	2.99%	37,512	$8.7M	Reduce -2.0%
NVDA Nvidia Corp.	2.91%	63,252	$8.5M	Reduce -3.9%
SCHF Schwab Intl Equity ETF	2.43%	383,741	$7.1M	Reduce -1.3%
LQD Ishr Ibx Usd Invgd CB ETF-Ui	2.20%	60,077	$6.4M	Add +5.7%
IWR iShares Russell Mid-Cap ETF	2.11%	69,484	$6.1M	Reduce -0.5%
SPMB SS SPDR P Mort Back Bond ETF	2.01%	271,439	$5.8M	Add +3.0%
BNDX Vanguard Total Intl Bond ETF	1.96%	116,575	$5.7M	Add +3.6%
EFA iShares MSCI Eafe ETF	1.96%	75,490	$5.7M	Add +0.3%
IVV iShares Core S&P 500 ETF	1.86%	9,209	$5.4M	Reduce -1.8%
GOOGL Alphabet Inc. Class A	1.74%	26,735	$5.1M	Reduce -4.7%
SCHG Schwab US Large-Cap Growth	1.65%	172,730	$4.8M	Add +1.1%
AMZN Amazon.com Inc.	1.63%	21,625	$4.7M	Reduce -3.3%
SCHB Schwab US Broad Market ETF	1.61%	207,141	$4.7M	Add +0.6%
USHY iShares Broad Usd High Yield	1.59%	126,333	$4.6M	Add +1.2%
SPY SS SPDR S&P 500 ETF Trust-US	1.53%	7,631	$4.5M	Reduce -3.5%
DBEF Xtrackers MSCI Eafe Hedged E	1.47%	103,435	$4.3M	Add +2.6%
SCHA Schwab US Small-Cap ETF	1.44%	162,440	$4.2M	Reduce -0.7%
IWV iShares Russell 3000 ETF	1.38%	12,065	$4.0M	Reduce -7.3%
AVGO Broadcom Inc.	1.28%	16,147	$3.7M	Reduce -7.2%
SCHZ Schwab US Aggregate Bond ETF	1.13%	145,138	$3.3M	Reduce -1.8%
MCD McDonald's Corp.	1.10%	11,043	$3.2M	Reduce -1.9%
META Meta Platforms Inc. Class A	1.04%	5,187	$3.0M	Reduce -3.7%
BRK.B Berkshire Hathaway Inc. Class B	1.04%	6,675	$3.0M	Reduce -2.3%
SCHD Schwab US DVD Equity ETF	1.00%	106,446	$2.9M	Add +1.0%
HD Home Depot Inc.	0.98%	7,379	$2.9M	Reduce -1.0%
IWM iShares Russell 2000 ETF	0.98%	12,937	$2.9M	Reduce -0.5%
XLF SS Financial Select Sector	0.98%	59,049	$2.9M	Reduce -2.6%
XLC SS Comm Select Sector SPDR	0.90%	27,023	$2.6M	Reduce -3.7%
XLV SS Health Care Select Sector	0.89%	18,777	$2.6M	Reduce -3.7%
PG The Procter & Gamble Co.	0.87%	15,174	$2.5M	Reduce -0.3%
JPM JPMorgan Chase & Co.	0.87%	10,584	$2.5M	Reduce -1.9%
ABBV Abbvie Inc.	0.86%	14,157	$2.5M	Reduce -2.5%
LLY Eli Lilly & Co.	0.86%	3,253	$2.5M	Reduce -5.2%
ORCL Oracle Corp.	0.86%	15,026	$2.5M	Reduce -4.1%
XLY SS Consumer Disc Select Sect	0.86%	11,139	$2.5M	Reduce -4.3%
XLI SS Industrial Select Sector	0.85%	18,812	$2.5M	Add +0.5%
ACN Accenture PLC Class A	0.83%	6,900	$2.4M	Reduce -0.4%
UNH Unitedhealth Group Inc.	0.80%	4,596	$2.3M	Reduce -1.2%
WMT Walmart Inc.	0.78%	25,204	$2.3M	Reduce -1.9%
CVX Chevron Corp.	0.77%	15,454	$2.2M	Reduce -3.0%
TMO Thermo Fisher Scientific Inc.	0.73%	4,086	$2.1M	Reduce -0.1%
NEE Nextera Energy Inc.	0.72%	29,119	$2.1M	Reduce -1.3%
SCHE Schwab Emrg Mrkts Eqty ETF	0.65%	71,291	$1.9M	Add +1.2%
UNP Union Pacific Corp.	0.65%	8,295	$1.9M	Add +2.2%
MS Morgan Stanley	0.65%	15,001	$1.9M	Reduce -1.1%
AXP American Express Co.	0.64%	6,272	$1.9M	Reduce -3.4%
XOM Exxon Mobil Corp.	0.56%	15,248	$1.6M	Add +4.8%
MRK Merck & Co. Inc.	0.55%	16,178	$1.6M	Reduce -1.1%
XLP SS Consumer Staples Sel Sect	0.51%	18,967	$1.5M	Reduce -2.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.51%	12,322	$1.5M	Reduce -0.9%
KO The Coca-Cola Co.	0.50%	23,570	$1.5M	Add +0.6%
MA Mastercard Inc. Class A	0.49%	2,717	$1.4M	Reduce -2.0%
TDTF NT Iboxx 5Y Dur Tips ETF	0.49%	60,917	$1.4M	Reduce -8.0%
TXN Texas Instruments Inc.	0.48%	7,426	$1.4M	Reduce -2.1%
RTX RTX Corp.	0.47%	11,726	$1.4M	Add +15.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.42%	28,128	$1.2M	Add +0.2%
ISRG Intuitive Surgical Inc.	0.42%	2,325	$1.2M	Add +0.6%
IYF iShares US Financials ETF	0.41%	10,778	$1.2M	Reduce -9.6%
TMUS T-Mobile US Inc.	0.40%	5,249	$1.2M	Add +0.5%
TSLA Tesla Inc.	0.40%	2,866	$1.2M	Add +8.0%
JNJ Johnson & Johnson	0.40%	7,989	$1.2M	Reduce -5.6%
CSCO Cisco Systems Inc.	0.39%	18,992	$1.1M	No change
BLK BlackRock Inc.	0.38%	1,093	$1.1M	Reduce -5.5%
VTI VG Morningstar TS MKT ETF-US	0.38%	3,803	$1.1M	New
XLE SS Energy Select Sector	0.37%	12,635	$1.1M	Reduce -1.2%
LHX L3HARRIS Technologies Inc.	0.35%	4,887	$1.0M	Reduce -2.8%
SHW The Sherwin-Williams Co.	0.35%	2,996	$1.0M	Reduce -2.2%
ADBE Adobe Inc.	0.34%	2,231	$992K	Reduce -2.2%
SCHM Schwab US Mid Cap ETF	0.34%	35,522	$984K	Reduce -3.0%
GD General Dynamics Corp.	0.34%	3,717	$979K	Reduce -2.5%
VOO Vanguard S&P 500 ETF	0.33%	1,811	$976K	Add +63.7%
XLB SS Materials Select Sector	0.33%	11,431	$962K	Reduce -4.5%
FISV Fiserv Inc.	0.33%	4,664	$958K	Reduce -2.5%
AMGN Amgen Inc.	0.32%	3,630	$946K	Reduce -1.9%
CAT Caterpillar Inc.	0.32%	2,567	$931K	Add +3.5%
VGT Vanguard Info Tech ETF	0.31%	1,467	$912K	New
SCHV Schwab US Large-Cap Value	0.30%	33,595	$876K	Add +1.4%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.29%	11,345	$859K	Reduce -0.0%
SNPS Synopsys Inc.	0.29%	1,732	$841K	Reduce -14.3%
VNQ Vanguard Real Estate ETF	0.28%	9,300	$828K	Add +1.9%
PEP Pepsico Inc.	0.26%	5,065	$770K	Reduce -3.7%
SCHX Schwab US Large-Cap ETF	0.25%	31,650	$734K	Reduce -0.7%
MUB iShares National Muni Bond E	0.25%	6,850	$730K	Add +20.7%
COP Conocophillips	0.25%	7,266	$721K	Reduce -0.8%
VZ Verizon Communications Inc.	0.25%	17,880	$715K	Reduce -5.5%
LIN Linde PLC	0.24%	1,682	$704K	Add +1.8%
XLRE SS Real Estate Select Sector	0.24%	16,982	$691K	Add +78.0%
NSC Norfolk Southern Corp.	0.23%	2,902	$681K	No change
ABT Abbott Laboratories	0.23%	6,010	$680K	Reduce -4.0%
BND Vanguard Total Bond Market	0.23%	9,180	$660K	Add +43.7%
EEM iShares MSCI Emerging Market	0.22%	15,582	$652K	Reduce -0.0%
APD Air Products & Chemicals Inc.	0.22%	2,192	$636K	Add +0.1%
VLO Valero Energy Corp.	0.21%	5,052	$619K	Reduce -7.3%
ICE Intercontinental Exchange Inc.	0.21%	4,030	$601K	Reduce -1.8%
PLD Prologis Inc.	0.21%	5,669	$599K	Reduce -37.9%
GLD SPDR Gold Shares	0.20%	2,453	$594K	Reduce -2.0%
COST Costco Wholesale Corp.	0.20%	640	$586K	Reduce -5.7%
IYW iShares Ustechnology ETF	0.20%	3,583	$572K	Reduce -0.8%
LOW Lowe's Cos Inc.	0.19%	2,279	$562K	Reduce -4.8%
T AT&T Inc.	0.19%	24,304	$553K	No change
AFL Aflac Inc.	0.18%	5,168	$535K	Reduce -5.6%
SUB iShares Short-Term National	0.18%	4,950	$522K	Add +10.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.18%	2,354	$517K	Reduce -0.4%
PM Philip Morris International	0.17%	4,236	$510K	Reduce -3.4%
PSA Public Storage	0.17%	1,680	$503K	Add +9.2%
V Visa Inc. Class A	0.17%	1,547	$489K	Reduce -2.8%
CL Colgate-Palmolive Co.	0.16%	5,057	$460K	Reduce -3.3%
ITW Illinois Tool Works	0.16%	1,796	$455K	No change
SRE Sempra	0.16%	5,164	$453K	Reduce -0.7%
VXUS Vanguard Total Intl Stock	0.15%	7,510	$443K	Add +4.7%
BMY Bristol-Myers Squibb Co.	0.15%	7,620	$431K	Reduce -9.9%
GILD Gilead Sciences Inc.	0.15%	4,666	$431K	No change
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.14%	3,743	$417K	Reduce -1.7%
AZO AutoZone Inc.	0.14%	128	$410K	No change
GOOG Alphabet Inc. Class C	0.14%	2,100	$400K	No change
IYJ iShares U.S. Industrials ETF	0.14%	2,993	$400K	Reduce -0.5%
IYC iShares US Consumer Discreti	0.13%	4,072	$391K	Reduce -0.8%
MMM 3M Co.	0.13%	2,900	$374K	No change
SYK Stryker Corp.	0.13%	1,027	$370K	Add +9.0%
IWB iShares Russell 1000 ETF	0.13%	1,142	$368K	No change
HON Honeywell International Inc.	0.12%	1,532	$346K	Reduce -16.8%
AMP Ameriprise Financial Inc.	0.12%	635	$338K	Reduce -2.3%
MDLZ Mondelez International Inc. Class A	0.11%	5,575	$333K	Reduce -6.5%
CTAS Cintas Corp.	0.11%	1,782	$326K	Reduce -8.1%
PEG Public Service Enterprise GP	0.11%	3,792	$320K	No change
NOW ServiceNow Inc.	0.11%	296	$314K	Reduce -3.6%
ADP Automatic Data Processing	0.11%	1,052	$308K	No change
WFC Wells Fargo & Co.	0.10%	4,340	$305K	Add +1.7%
IVW iShares S&P 500 Growth ETF	0.10%	2,955	$300K	No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.10%	3,805	$299K	Reduce -0.1%
RSP Invesco S&P 500 Equal Weight	0.10%	1,642	$288K	Reduce -2.4%
MPC Marathon Petroleum Corp.	0.10%	2,031	$283K	Reduce -1.9%
BX Blackstone Inc.	0.10%	1,623	$280K	Reduce -0.9%
WM Waste Management Inc.	0.10%	1,379	$278K	Reduce -10.4%
VUG Vanguard Mrngstar GR ETF-Sui	0.09%	663	$272K	New
PNC PNC Financial Services Group	0.09%	1,411	$272K	Add +4.8%
D Dominion Energy Inc.	0.09%	4,989	$269K	Reduce -9.3%
SO The Southern Co.	0.09%	3,233	$266K	No change
IVE iShares S&P 500 Value ETF	0.09%	1,382	$264K	No change
MRVL Marvell Technology Inc.	0.09%	2,385	$263K	New
ALL Allstate Corp.	0.09%	1,353	$261K	Reduce -8.9%
PGR Progressive Corp.	0.09%	1,078	$258K	No change
LH Labcorp Holdings Inc.	0.09%	1,120	$257K	Reduce -2.2%
UDR Udr Inc.	0.09%	5,857	$254K	No change
AOR iShares Core 60/40 Balanced	0.08%	4,305	$247K	No change
DOV Dover Corp.	0.08%	1,299	$244K	Reduce -1.8%
KMB Kimberly-Clark Corp.	0.08%	1,837	$241K	Reduce -2.6%
CMCSA Comcast Corp. Class A	0.08%	6,352	$238K	No change
COF Capital One Financial Corp.	0.08%	1,245	$222K	New
IWF iShares Russell 1000 Growth	0.08%	545	$219K	No change
MCO Moody's Corp.	0.07%	450	$213K	Reduce -14.3%
GS Goldman Sachs Group Inc.	0.07%	363	$208K	New
LNT Alliant Energy Corp.	0.07%	3,510	$208K	No change
EMR Emerson Electric Co.	0.07%	1,665	$206K	New
GOVT iShares US Treasury Bond ETF	0.07%	8,952	$206K	Add +4.2%

Portfolio Sells Q3 2024 → Q4 2024


SCHF Schwab Intl Equity ETF	Reduce -1.3%	2.43%	−0.29
PLD Prologis Inc.	Reduce -37.9%	0.21%	−0.19
LLY Eli Lilly & Co.	Reduce -5.2%	0.86%	−0.18
MSFT Microsoft Corp.	Reduce -2.2%	4.26%	−0.16
XLV SS Health Care Select Sector	Reduce -3.7%	0.89%	−0.14
NEE Nextera Energy Inc.	Reduce -1.3%	0.72%	−0.13
TMO Thermo Fisher Scientific Inc.	Reduce -0.1%	0.73%	−0.13
UNH Unitedhealth Group Inc.	Reduce -1.2%	0.80%	−0.13
ABBV Abbvie Inc.	Reduce -2.5%	0.86%	−0.12
AMGN Amgen Inc.	Reduce -1.9%	0.32%	−0.08
MRK Merck & Co. Inc.	Reduce -1.1%	0.55%	−0.08
MBB iShares MBS ETF	Sold out	0.00%	−0.08
DD Dupont DE Nemours Inc.	Sold out	0.00%	−0.08
UPS United Parcel Service Class B	Sold out	0.00%	−0.07
JNJ Johnson & Johnson	Reduce -5.6%	0.40%	−0.07
MCD McDonald's Corp.	Reduce -1.9%	1.10%	−0.07
DUK Duke Energy Corp.	Sold out	0.00%	−0.07
PFE Pfizer Inc.	Sold out	0.00%	−0.07
SCHZ Schwab US Aggregate Bond ETF	Reduce -1.8%	1.13%	−0.07
IWV iShares Russell 3000 ETF	Reduce -7.3%	1.38%	−0.07
XLB SS Materials Select Sector	Reduce -4.5%	0.33%	−0.06
ADBE Adobe Inc.	Reduce -2.2%	0.34%	−0.06
SNPS Synopsys Inc.	Reduce -14.3%	0.29%	−0.06
TDTF NT Iboxx 5Y Dur Tips ETF	Reduce -8.0%	0.49%	−0.06
GD General Dynamics Corp.	Reduce -2.5%	0.34%	−0.06
TXN Texas Instruments Inc.	Reduce -2.1%	0.48%	−0.06
LHX L3HARRIS Technologies Inc.	Reduce -2.8%	0.35%	−0.06
ORCL Oracle Corp.	Reduce -4.1%	0.86%	−0.05
SHW The Sherwin-Williams Co.	Reduce -2.2%	0.35%	−0.05
HD Home Depot Inc.	Reduce -1.0%	0.98%	−0.05
VZ Verizon Communications Inc.	Reduce -5.5%	0.25%	−0.04
PEP Pepsico Inc.	Reduce -3.7%	0.26%	−0.04
VLO Valero Energy Corp.	Reduce -7.3%	0.21%	−0.04
XLP SS Consumer Staples Sel Sect	Reduce -2.0%	0.51%	−0.04
MDLZ Mondelez International Inc. Class A	Reduce -6.5%	0.11%	−0.04
BRK.B Berkshire Hathaway Inc. Class B	Reduce -2.3%	1.04%	−0.04
CVX Chevron Corp.	Reduce -3.0%	0.77%	−0.03
LOW Lowe's Cos Inc.	Reduce -4.8%	0.19%	−0.03
CL Colgate-Palmolive Co.	Reduce -3.3%	0.16%	−0.03
PG The Procter & Gamble Co.	Reduce -0.3%	0.87%	−0.03
AFL Aflac Inc.	Reduce -5.6%	0.18%	−0.03
CTAS Cintas Corp.	Reduce -8.1%	0.11%	−0.02
EEM iShares MSCI Emerging Market	Reduce -0.0%	0.22%	−0.02
ICE Intercontinental Exchange Inc.	Reduce -1.8%	0.21%	−0.02
XLU St Sr Utl SL SE SPDR ETF-Usd	Reduce -0.0%	0.29%	−0.02
MPC Marathon Petroleum Corp.	Reduce -1.9%	0.10%	−0.02
D Dominion Energy Inc.	Reduce -9.3%	0.09%	−0.02
COP Conocophillips	Reduce -0.8%	0.25%	−0.02
IYF iShares US Financials ETF	Reduce -9.6%	0.41%	−0.01
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -3.5%	1.53%	−0.01

Portfolio Buys Q3 2024 → Q4 2024


VTI VG Morningstar TS MKT ETF-US	New	0.38%	+0.38
VGT Vanguard Info Tech ETF	New	0.31%	+0.31
TSLA Tesla Inc.	Add +8.0%	0.40%	+0.16
VOO Vanguard S&P 500 ETF	Add +63.7%	0.33%	+0.14
SCHG Schwab US Large-Cap Growth	Add +1.1%	1.65%	+0.13
AGG iShares Core U.S. Aggregate	Add +6.7%	5.16%	+0.13
VUG Vanguard Mrngstar GR ETF-Sui	New	0.09%	+0.09
XLRE SS Real Estate Select Sector	Add +78.0%	0.24%	+0.09
MRVL Marvell Technology Inc.	New	0.09%	+0.09
COF Capital One Financial Corp.	New	0.08%	+0.08
GS Goldman Sachs Group Inc.	New	0.07%	+0.07
EMR Emerson Electric Co.	New	0.07%	+0.07
BND Vanguard Total Bond Market	Add +43.7%	0.23%	+0.06
SCHB Schwab US Broad Market ETF	Add +0.6%	1.61%	+0.06
VCSH Vanguard S/T Corp. Bond ETF	Add +2.8%	3.27%	+0.05
RTX RTX Corp.	Add +15.8%	0.47%	+0.05
BAC Bank of America Corp.	Add +0.2%	0.42%	+0.04
MUB iShares National Muni Bond E	Add +20.7%	0.25%	+0.04
BNDX Vanguard Total Intl Bond ETF	Add +3.6%	1.96%	+0.03
TMUS T-Mobile US Inc.	Add +0.5%	0.40%	+0.03
ISRG Intuitive Surgical Inc.	Add +0.6%	0.42%	+0.03
DBEF Xtrackers MSCI Eafe Hedged E	Add +2.6%	1.47%	+0.02
WFC Wells Fargo & Co.	Add +1.7%	0.10%	+0.02
SUB iShares Short-Term National	Add +10.0%	0.18%	+0.02
SYK Stryker Corp.	Add +9.0%	0.13%	+0.01
LQD Ishr Ibx Usd Invgd CB ETF-Ui	Add +5.7%	2.20%	+0.01
PNC PNC Financial Services Group	Add +4.8%	0.09%	+0.01
GOVT iShares US Treasury Bond ETF	Add +4.2%	0.07%	+0.00
SCHV Schwab US Large-Cap Value	Add +1.4%	0.30%	−0.00
APD Air Products & Chemicals Inc.	Add +0.1%	0.22%	−0.00
VXUS Vanguard Total Intl Stock	Add +4.7%	0.15%	−0.01
USHY iShares Broad Usd High Yield	Add +1.2%	1.59%	−0.01
CAT Caterpillar Inc.	Add +3.5%	0.32%	−0.01
XLI SS Industrial Select Sector	Add +0.5%	0.85%	−0.02
SCHD Schwab US DVD Equity ETF	Add +1.0%	1.00%	−0.02
PSA Public Storage	Add +9.2%	0.17%	−0.02
SPMB SS SPDR P Mort Back Bond ETF	Add +3.0%	2.01%	−0.02
VNQ Vanguard Real Estate ETF	Add +1.9%	0.28%	−0.02
XOM Exxon Mobil Corp.	Add +4.8%	0.56%	−0.02
LIN Linde PLC	Add +1.8%	0.24%	−0.03
UNP Union Pacific Corp.	Add +2.2%	0.65%	−0.03
SCHE Schwab Emrg Mrkts Eqty ETF	Add +1.2%	0.65%	−0.05
KO The Coca-Cola Co.	Add +0.6%	0.50%	−0.07
EFA iShares MSCI Eafe ETF	Add +0.3%	1.96%	−0.19

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	168	$356.5M	AGG, XLK, AAPL, VCSH, IVV
Q1 2026	159	$325.7M	AGG, VCSH, AAPL, IVV, XLK
Q4 2025	158	$335.7M	AGG, MSFT, AAPL, XLK, VCSH
Q3 2025	162	$327.8M	AGG, MSFT, AAPL, VCSH, XLK
Q2 2025	158	$299.8M	AGG, MSFT, VCSH, AAPL, XLK
Q1 2025	155	$280.3M	AGG, MSFT, AAPL, VCSH, XLK
Q4 2024	159	$291.6M	AGG, MSFT, AAPL, VCSH, XLK
Q3 2024	157	$293.1M	AGG, MSFT, AAPL, VCSH, XLK
Q2 2024	155	$275.8M	MSFT, AGG, AAPL, VCSH, XLK
Q1 2024	151	$274.3M	AGG, MSFT, VCSH, AAPL, XLK