Chesapeake Wealth Management

Name: Chesapeake Wealth Management 13F holdings, Q2 2025
Creator: Chesapeake Wealth Management
Published: 2025-07-28

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

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), Chesapeake Wealth Management reported 158 stock positions worth $299.8 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 5.3% of the portfolio, followed by Microsoft (MSFT, 4.7%) and Vanguard S/T Corp. Bond ETF (VCSH, 3.5%). Compared with Q1 2025, it opened 6 new positions, sold out of 3, added to 43 and reduced 84. The biggest buy was Schwab Intl Equity ETF (SCHF, shares +2%) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F: Q2 2026
Location: WILLIAMSBURG, VA
CIK: 0001730383
Portfolio Value: $299.8M (Q2 2025)
SEC Filing: 0001730383-25-000003 ↗ filed Jul 28, 2025

Holdings Value

Holdings 158 stocks · $299.8M


AGG iShares Core U.S. Aggregate	5.32%	160,893	$16.0M	Reduce -0.2%
MSFT Microsoft Corp.	4.74%	28,542	$14.2M	Reduce -1.3%
VCSH Vanguard S/T Corp. Bond ETF	3.46%	130,540	$10.4M	Add +1.9%
AAPL Apple Inc.	3.23%	47,232	$9.7M	Reduce -0.6%
XLK SS Technology Select Sector	3.11%	36,822	$9.3M	Reduce -1.4%
NVDA Nvidia Corp.	3.09%	58,684	$9.3M	Reduce -1.1%
SCHF Schwab Intl Equity ETF	2.81%	381,512	$8.4M	Add +2.0%
IVV iShares Core S&P 500 ETF	2.35%	11,335	$7.0M	Add +1.0%
LQD Ishr Ibx Usd Invgd CB ETF-Ui	2.27%	62,114	$6.8M	Add +0.7%
EFA iShares MSCI Eafe ETF	2.24%	74,979	$6.7M	Reduce -0.1%
IWR iShares Russell Mid-Cap ETF	2.06%	67,126	$6.2M	Add +1.2%
SPMB SS SPDR P Mort Back Bond ETF	2.00%	271,211	$6.0M	Reduce -3.0%
BNDX Vanguard Total Intl Bond ETF	1.97%	119,093	$5.9M	Add +0.0%
SCHG Schwab US Large-Cap Growth	1.69%	172,989	$5.1M	Reduce -0.8%
SCHB Schwab US Broad Market ETF	1.61%	202,687	$4.8M	Reduce -2.6%
USHY iShares Broad Usd High Yield	1.61%	128,330	$4.8M	Add +1.1%
AMZN Amazon.com Inc.	1.53%	20,959	$4.6M	Add +0.3%
SPY SS SPDR S&P 500 ETF Trust-US	1.50%	7,300	$4.5M	Reduce -2.7%
GOOGL Alphabet Inc. Class A	1.48%	25,251	$4.4M	Reduce -2.4%
DBEF Xtrackers MSCI Eafe Hedged E	1.45%	99,505	$4.4M	Add +0.1%
SCHA Schwab US Small-Cap ETF	1.41%	166,817	$4.2M	Add +1.6%
IWV iShares Russell 3000 ETF	1.30%	11,144	$3.9M	Reduce -4.3%
AVGO Broadcom Inc.	1.29%	14,070	$3.9M	Reduce -8.0%
META Meta Platforms Inc. Class A	1.14%	4,626	$3.4M	Reduce -5.3%
XLF SS Financial Select Sector	1.11%	63,545	$3.3M	Add +9.8%
SCHZ Schwab US Aggregate Bond ETF	1.08%	138,998	$3.2M	Reduce -2.7%
ORCL Oracle Corp.	1.08%	14,756	$3.2M	Reduce -0.5%
BRK.B Berkshire Hathaway Inc. Class B	1.05%	6,454	$3.1M	Add +0.4%
MCD McDonald's Corp.	1.01%	10,413	$3.0M	Reduce -3.6%
XLC SS Comm Select Sector SPDR	1.00%	27,584	$3.0M	Add +6.9%
SCHD Schwab US DVD Equity ETF	0.95%	107,611	$2.9M	Add +2.5%
JPM JPMorgan Chase & Co.	0.95%	9,777	$2.8M	Reduce -2.6%
XLI SS Industrial Select Sector	0.90%	18,386	$2.7M	Reduce -1.1%
ABBV Abbvie Inc.	0.89%	14,413	$2.7M	Add +5.0%
IWM iShares Russell 2000 ETF	0.87%	12,078	$2.6M	Add +0.9%
XLV SS Health Care Select Sector	0.86%	19,191	$2.6M	Add +6.6%
XLY SS Consumer Disc Select Sect	0.85%	11,787	$2.6M	Add +7.7%
HD Home Depot Inc.	0.85%	6,927	$2.5M	Reduce -3.3%
WMT Walmart Inc.	0.83%	25,337	$2.5M	Add +3.9%
LLY Eli Lilly & Co.	0.80%	3,095	$2.4M	Reduce -1.4%
PG The Procter & Gamble Co.	0.80%	14,969	$2.4M	Reduce -1.2%
SCHE Schwab Emrg Mrkts Eqty ETF	0.74%	73,445	$2.2M	Add +3.3%
CVX Chevron Corp.	0.71%	14,804	$2.1M	Reduce -0.7%
MS Morgan Stanley	0.66%	14,066	$2.0M	Reduce -4.2%
NEE Nextera Energy Inc.	0.66%	28,355	$2.0M	Reduce -0.1%
ACN Accenture PLC Class A	0.65%	6,474	$1.9M	Reduce -3.7%
RTX RTX Corp.	0.64%	13,081	$1.9M	Add +7.2%
AXP American Express Co.	0.60%	5,681	$1.8M	Reduce -5.9%
UNP Union Pacific Corp.	0.59%	7,637	$1.8M	Reduce -2.7%
XOM Exxon Mobil Corp.	0.56%	15,488	$1.7M	Reduce -1.0%
KO The Coca-Cola Co.	0.54%	22,730	$1.6M	Reduce -1.3%
TMO Thermo Fisher Scientific Inc.	0.52%	3,846	$1.6M	Reduce -2.6%
TDTF NT Iboxx 5Y Dur Tips ETF	0.50%	62,817	$1.5M	Add +6.4%
XLP SS Consumer Staples Sel Sect	0.49%	18,002	$1.5M	Reduce -0.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.48%	30,355	$1.4M	Add +5.7%
MA Mastercard Inc. Class A	0.48%	2,555	$1.4M	Add +0.5%
CSCO Cisco Systems Inc.	0.48%	20,692	$1.4M	Add +5.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.48%	11,620	$1.4M	Reduce -2.6%
TXN Texas Instruments Inc.	0.48%	6,885	$1.4M	Reduce -0.5%
TMUS T-Mobile US Inc.	0.45%	5,701	$1.4M	Add +6.3%
ISRG Intuitive Surgical Inc.	0.44%	2,415	$1.3M	Add +9.2%
UNH Unitedhealth Group Inc.	0.42%	4,069	$1.3M	Reduce -7.8%
CAT Caterpillar Inc.	0.40%	3,073	$1.2M	Add +15.5%
MRK Merck & Co. Inc.	0.40%	15,039	$1.2M	Reduce -4.4%
JNJ Johnson & Johnson	0.39%	7,639	$1.2M	Reduce -2.2%
LHX L3HARRIS Technologies Inc.	0.39%	4,627	$1.2M	No change
VTI VG Morningstar TS MKT ETF-US	0.39%	3,803	$1.2M	No change
IYF iShares US Financials ETF	0.38%	9,301	$1.1M	Reduce -2.3%
XLE SS Energy Select Sector	0.35%	12,333	$1.0M	Add +5.1%
SHW The Sherwin-Williams Co.	0.35%	3,034	$1.0M	Add +5.0%
VGT Vanguard Info Tech ETF	0.34%	1,537	$1.0M	Add +1.0%
BLK BlackRock Inc.	0.34%	971	$1.0M	Reduce -3.3%
GD General Dynamics Corp.	0.33%	3,412	$995K	Reduce -0.4%
BND Vanguard Total Bond Market	0.33%	13,465	$991K	Add +41.7%
SCHM Schwab US Mid Cap ETF	0.33%	35,096	$984K	Reduce -1.1%
VOO Vanguard S&P 500 ETF	0.33%	1,719	$976K	No change
AMGN Amgen Inc.	0.32%	3,424	$956K	Reduce -0.6%
SCHV Schwab US Large-Cap Value	0.30%	32,760	$906K	Reduce -2.2%
TSLA Tesla Inc.	0.30%	2,816	$895K	No change
ADBE Adobe Inc.	0.29%	2,283	$883K	Add +1.9%
XLB SS Materials Select Sector	0.29%	9,951	$874K	Reduce -5.1%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.29%	10,683	$872K	Reduce -4.0%
VNQ Vanguard Real Estate ETF	0.28%	9,410	$838K	Add +3.2%
LIN Linde PLC	0.26%	1,662	$780K	Reduce -1.2%
SCHX Schwab US Large-Cap ETF	0.26%	31,500	$770K	Reduce -0.5%
PM Philip Morris International	0.26%	4,211	$767K	Reduce -0.6%
XLRE SS Real Estate Select Sector	0.25%	18,444	$764K	Reduce -5.2%
ICE Intercontinental Exchange Inc.	0.25%	4,015	$737K	Reduce -0.4%
NSC Norfolk Southern Corp.	0.25%	2,877	$736K	No change
SNPS Synopsys Inc.	0.25%	1,436	$736K	Reduce -5.0%
GLD SPDR Gold Shares	0.24%	2,403	$733K	No change
VZ Verizon Communications Inc.	0.24%	16,674	$721K	Reduce -4.4%
EEM iShares MSCI Emerging Market	0.24%	14,908	$719K	Add +1.2%
SO The Southern Co.	0.24%	7,801	$716K	Add +145.9%
T AT&T Inc.	0.24%	24,409	$706K	No change
FISV Fiserv Inc.	0.23%	4,055	$699K	Reduce -2.7%
ABT Abbott Laboratories	0.23%	5,090	$692K	Reduce -1.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.22%	2,244	$661K	Reduce -1.5%
COP Conocophillips	0.21%	7,162	$643K	Add +0.6%
VLO Valero Energy Corp.	0.21%	4,748	$638K	Reduce -0.9%
PEP Pepsico Inc.	0.21%	4,694	$620K	Reduce -5.5%
COST Costco Wholesale Corp.	0.21%	623	$617K	No change
IYW iShares Ustechnology ETF	0.20%	3,469	$601K	Reduce -2.3%
APD Air Products & Chemicals Inc.	0.20%	2,116	$597K	Add +0.2%
PSA Public Storage	0.19%	1,952	$573K	Add +23.5%
SUB iShares Short-Term National	0.18%	4,950	$526K	No change
SYK Stryker Corp.	0.17%	1,312	$519K	Add +25.6%
V Visa Inc. Class A	0.17%	1,453	$516K	Reduce -5.2%
AFL Aflac Inc.	0.17%	4,868	$513K	Reduce -1.2%
VXUS Vanguard Total Intl Stock	0.17%	7,343	$507K	Reduce -2.5%
LOW Lowe's Cos Inc.	0.17%	2,279	$506K	No change
AZO AutoZone Inc.	0.16%	128	$475K	No change
CL Colgate-Palmolive Co.	0.15%	4,862	$442K	Reduce -0.5%
MMM 3M Co.	0.15%	2,900	$441K	No change
ITW Illinois Tool Works	0.15%	1,771	$438K	Reduce -1.4%
MUB iShares National Muni Bond E	0.14%	4,125	$431K	Reduce -7.8%
PLD Prologis Inc.	0.14%	3,969	$417K	Reduce -9.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.14%	3,322	$412K	Reduce -3.9%
IWB iShares Russell 1000 ETF	0.13%	1,107	$376K	No change
MPC Marathon Petroleum Corp.	0.12%	2,086	$347K	No change
GOOG Alphabet Inc. Class C	0.12%	1,950	$346K	Reduce -7.1%
CTAS Cintas Corp.	0.11%	1,527	$340K	Reduce -1.0%
WFC Wells Fargo & Co.	0.11%	4,240	$340K	Reduce -2.3%
VUG Vanguard Mrngstar GR ETF-Sui	0.11%	767	$336K	Reduce -2.0%
BMY Bristol-Myers Squibb Co.	0.11%	7,250	$336K	Reduce -3.6%
AMP Ameriprise Financial Inc.	0.11%	615	$328K	Reduce -1.6%
MDLZ Mondelez International Inc. Class A	0.11%	4,829	$326K	Reduce -8.6%
IYC iShares US Consumer Discreti	0.11%	3,220	$321K	Reduce -6.1%
IVW iShares S&P 500 Growth ETF	0.10%	2,790	$307K	Reduce -4.8%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.10%	3,805	$307K	No change
PEG Public Service Enterprise GP	0.10%	3,547	$299K	No change
WM Waste Management Inc.	0.10%	1,285	$294K	Reduce -3.8%
PGR Progressive Corp.	0.10%	1,078	$288K	No change
IYJ iShares U.S. Industrials ETF	0.10%	2,021	$288K	Add +3.1%
AOR iShares Core 60/40 Balanced	0.10%	4,650	$286K	Add +8.0%
NOW ServiceNow Inc.	0.09%	274	$282K	Reduce -4.2%
HON Honeywell International Inc.	0.09%	1,174	$273K	Reduce -11.9%
ALL Allstate Corp.	0.09%	1,353	$272K	No change
IVE iShares S&P 500 Value ETF	0.09%	1,365	$267K	Reduce -1.2%
RSP Invesco S&P 500 Equal Weight	0.09%	1,459	$265K	Reduce -11.1%
PNC PNC Financial Services Group	0.09%	1,411	$263K	No change
COF Capital One Financial Corp.	0.09%	1,220	$260K	Add +2.1%
GILD Gilead Sciences Inc.	0.09%	2,338	$259K	No change
ESGU iShares ESG Aware MSCI USA	0.09%	1,915	$259K	New
D Dominion Energy Inc.	0.08%	4,401	$249K	Reduce -10.7%
GE General Electric filed as GE AEROSPACE	0.08%	959	$247K	New
LH Labcorp Holdings Inc.	0.08%	935	$245K	No change
UDR Udr Inc.	0.08%	5,857	$239K	No change
BX Blackstone Inc.	0.08%	1,593	$238K	Reduce -1.9%
KMB Kimberly-Clark Corp.	0.08%	1,837	$237K	No change
GS Goldman Sachs Group Inc.	0.08%	327	$231K	New
IWF iShares Russell 1000 Growth	0.08%	544	$231K	New
MCO Moody's Corp.	0.08%	450	$226K	No change
ADP Automatic Data Processing	0.07%	722	$223K	Reduce -27.5%
BA The Boeing Co.	0.07%	1,000	$210K	New
EMR Emerson Electric Co.	0.07%	1,570	$209K	New
DUK Duke Energy Corp.	0.07%	1,748	$206K	Reduce -0.8%
GOVT iShares US Treasury Bond ETF	0.07%	8,862	$204K	No change

Portfolio Sells Q1 2025 → Q2 2025


AAPL Apple Inc.	Reduce -0.6%	3.23%	−0.53
UNH Unitedhealth Group Inc.	Reduce -7.8%	0.42%	−0.40
AGG iShares Core U.S. Aggregate	Reduce -0.2%	5.32%	−0.37
SPMB SS SPDR P Mort Back Bond ETF	Reduce -3.0%	2.00%	−0.20
MCD McDonald's Corp.	Reduce -3.6%	1.01%	−0.19
CVX Chevron Corp.	Reduce -0.7%	0.71%	−0.18
TMO Thermo Fisher Scientific Inc.	Reduce -2.6%	0.52%	−0.18
SRE Sempra	Sold out	0.00%	−0.13
PG The Procter & Gamble Co.	Reduce -1.2%	0.80%	−0.13
LLY Eli Lilly & Co.	Reduce -1.4%	0.80%	−0.12
XOM Exxon Mobil Corp.	Reduce -1.0%	0.56%	−0.11
MRK Merck & Co. Inc.	Reduce -4.4%	0.40%	−0.11
ACN Accenture PLC Class A	Reduce -3.7%	0.65%	−0.10
SCHZ Schwab US Aggregate Bond ETF	Reduce -2.7%	1.08%	−0.10
FISV Fiserv Inc.	Reduce -2.7%	0.23%	−0.10
HD Home Depot Inc.	Reduce -3.3%	0.85%	−0.09
CMCSA Comcast Corp. Class A	Sold out	0.00%	−0.08
LNT Alliant Energy Corp.	Sold out	0.00%	−0.08
UNP Union Pacific Corp.	Reduce -2.7%	0.59%	−0.08
JNJ Johnson & Johnson	Reduce -2.2%	0.39%	−0.07
AMGN Amgen Inc.	Reduce -0.6%	0.32%	−0.06
NEE Nextera Energy Inc.	Reduce -0.1%	0.66%	−0.06
PEP Pepsico Inc.	Reduce -5.5%	0.21%	−0.06
BMY Bristol-Myers Squibb Co.	Reduce -3.6%	0.11%	−0.05
KO The Coca-Cola Co.	Reduce -1.3%	0.54%	−0.05
VZ Verizon Communications Inc.	Reduce -4.4%	0.24%	−0.04
TJX TJX Companies Inc.	Reduce -2.6%	0.48%	−0.04
XLP SS Consumer Staples Sel Sect	Reduce -0.2%	0.49%	−0.04
XLRE SS Real Estate Select Sector	Reduce -5.2%	0.25%	−0.04
PLD Prologis Inc.	Reduce -9.4%	0.14%	−0.04
ADP Automatic Data Processing	Reduce -27.5%	0.07%	−0.03
XLB SS Materials Select Sector	Reduce -5.1%	0.29%	−0.03
MUB iShares National Muni Bond E	Reduce -7.8%	0.14%	−0.02
AFL Aflac Inc.	Reduce -1.2%	0.17%	−0.02
XLU St Sr Utl SL SE SPDR ETF-Usd	Reduce -4.0%	0.29%	−0.02
V Visa Inc. Class A	Reduce -5.2%	0.17%	−0.02
MDLZ Mondelez International Inc. Class A	Reduce -8.6%	0.11%	−0.02
LIN Linde PLC	Reduce -1.2%	0.26%	−0.02
CL Colgate-Palmolive Co.	Reduce -0.5%	0.15%	−0.02
D Dominion Energy Inc.	Reduce -10.7%	0.08%	−0.02
IWV iShares Russell 3000 ETF	Reduce -4.3%	1.30%	−0.02
SCHV Schwab US Large-Cap Value	Reduce -2.2%	0.30%	−0.02
ABT Abbott Laboratories	Reduce -1.9%	0.23%	−0.01
RSP Invesco S&P 500 Equal Weight	Reduce -11.1%	0.09%	−0.01
VLO Valero Energy Corp.	Reduce -0.9%	0.21%	−0.01
ITW Illinois Tool Works	Reduce -1.4%	0.15%	−0.01
WM Waste Management Inc.	Reduce -3.8%	0.10%	−0.01
HON Honeywell International Inc.	Reduce -11.9%	0.09%	−0.01
IYF iShares US Financials ETF	Reduce -2.3%	0.38%	−0.01
DUK Duke Energy Corp.	Reduce -0.8%	0.07%	−0.01

Portfolio Buys Q1 2025 → Q2 2025


SCHF Schwab Intl Equity ETF	Add +2.0%	2.81%	+0.17
SO The Southern Co.	Add +145.9%	0.24%	+0.13
AMZN Amazon.com Inc.	Add +0.3%	1.53%	+0.12
XLC SS Comm Select Sector SPDR	Add +6.9%	1.00%	+0.11
IVV iShares Core S&P 500 ETF	Add +1.0%	2.35%	+0.10
ESGU iShares ESG Aware MSCI USA	New	0.09%	+0.09
CAT Caterpillar Inc.	Add +15.5%	0.40%	+0.08
XLY SS Consumer Disc Select Sect	Add +7.7%	0.85%	+0.08
GE General Electric	New	0.08%	+0.08
BND Vanguard Total Bond Market	Add +41.7%	0.33%	+0.08
XLF SS Financial Select Sector	Add +9.8%	1.11%	+0.08
GS Goldman Sachs Group Inc.	New	0.08%	+0.08
IWF iShares Russell 1000 Growth	New	0.08%	+0.08
BA The Boeing Co.	New	0.07%	+0.07
EMR Emerson Electric Co.	New	0.07%	+0.07
WMT Walmart Inc.	Add +3.9%	0.83%	+0.06
RTX RTX Corp.	Add +7.2%	0.64%	+0.06
BAC Bank of America Corp.	Add +5.7%	0.48%	+0.05
CSCO Cisco Systems Inc.	Add +5.8%	0.48%	+0.05
ISRG Intuitive Surgical Inc.	Add +9.2%	0.44%	+0.05
IWR iShares Russell Mid-Cap ETF	Add +1.2%	2.06%	+0.05
VGT Vanguard Info Tech ETF	Add +1.0%	0.34%	+0.05
SCHE Schwab Emrg Mrkts Eqty ETF	Add +3.3%	0.74%	+0.04
SCHA Schwab US Small-Cap ETF	Add +1.6%	1.41%	+0.04
SYK Stryker Corp.	Add +25.6%	0.17%	+0.03
PSA Public Storage	Add +23.5%	0.19%	+0.02
IWM iShares Russell 2000 ETF	Add +0.9%	0.87%	+0.02
EEM iShares MSCI Emerging Market	Add +1.2%	0.24%	+0.01
COF Capital One Financial Corp.	Add +2.1%	0.09%	+0.01
AOR iShares Core 60/40 Balanced	Add +8.0%	0.10%	+0.01
IYJ iShares U.S. Industrials ETF	Add +3.1%	0.10%	+0.00
TDTF NT Iboxx 5Y Dur Tips ETF	Add +6.4%	0.50%	−0.01
ADBE Adobe Inc.	Add +1.9%	0.29%	−0.01
SHW The Sherwin-Williams Co.	Add +5.0%	0.35%	−0.01
VNQ Vanguard Real Estate ETF	Add +3.2%	0.28%	−0.02
MA Mastercard Inc. Class A	Add +0.5%	0.48%	−0.02
APD Air Products & Chemicals Inc.	Add +0.2%	0.20%	−0.02
XLE SS Energy Select Sector	Add +5.1%	0.35%	−0.04
COP Conocophillips	Add +0.6%	0.21%	−0.05
TMUS T-Mobile US Inc.	Add +6.3%	0.45%	−0.06
USHY iShares Broad Usd High Yield	Add +1.1%	1.61%	−0.06
XLV SS Health Care Select Sector	Add +6.6%	0.86%	−0.08
DBEF Xtrackers MSCI Eafe Hedged E	Add +0.1%	1.45%	−0.08
SCHD Schwab US DVD Equity ETF	Add +2.5%	0.95%	−0.10
BNDX Vanguard Total Intl Bond ETF	Add +0.0%	1.97%	−0.11
LQD Ishr Ibx Usd Invgd CB ETF-Ui	Add +0.7%	2.27%	−0.12
ABBV Abbvie Inc.	Add +5.0%	0.89%	−0.13
VCSH Vanguard S/T Corp. Bond ETF	Add +1.9%	3.46%	−0.15
BRK.B Berkshire Hathaway Inc. Class B	Add +0.4%	1.05%	−0.18

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