Chesapeake Wealth Management

Name: Chesapeake Wealth Management 13F holdings, Q4 2025
Creator: Chesapeake Wealth Management
Published: 2026-02-03

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

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), Chesapeake Wealth Management reported 158 stock positions worth $335.7 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 5.5% of the portfolio, followed by Microsoft (MSFT, 4.1%) and Apple (AAPL, 3.7%). Compared with Q3 2025, it opened 4 new positions, sold out of 8, added to 57 and reduced 75. The biggest buy was Eli Lilly (LLY, shares +5%) and the biggest sale Oracle (ORCL, shares −4%).

Most Recent 13F: Q2 2026
Location: WILLIAMSBURG, VA
CIK: 0001730383
Portfolio Value: $335.7M (Q4 2025)
SEC Filing: 0001730383-26-000001 ↗ filed Feb 3, 2026

Holdings Value

Holdings 158 stocks · $335.7M


AGG iShares Core U.S. Aggregate	5.52%	185,510	$18.5M	Add +6.3%
MSFT Microsoft Corp.	4.09%	28,422	$13.7M	Add +0.2%
AAPL Apple Inc.	3.71%	45,875	$12.5M	Reduce -2.1%
XLK SS Technology Select Sector	3.49%	81,479	$11.7M	Add +5.2%
VCSH Vanguard S/T Corp. Bond ETF	3.37%	141,853	$11.3M	Add +3.6%
IVV iShares Core S&P 500 ETF	3.20%	15,662	$10.7M	Add +11.1%
NVDA Nvidia Corp.	3.07%	55,222	$10.3M	Reduce -2.8%
SCHF Schwab Intl Equity ETF	2.86%	399,606	$9.6M	Add +0.9%
LQD Ishr Ibx Usd Invgd CB ETF-Ui	2.40%	73,112	$8.1M	Add +3.8%
GOOGL Alphabet Inc. Class A	2.27%	24,340	$7.6M	Reduce -1.6%
EFA iShares MSCI Eafe ETF	2.16%	75,599	$7.3M	Add +1.5%
SPMB SS SPDR P Mort Back Bond ETF	2.04%	306,245	$6.9M	Add +8.1%
IWR iShares Russell Mid-Cap ETF	2.01%	70,214	$6.8M	Add +1.5%
BNDX Vanguard Total Intl Bond ETF	1.87%	130,082	$6.3M	Add +3.2%
SCHG Schwab US Large-Cap Growth	1.81%	186,648	$6.1M	Add +7.2%
USHY iShares Broad Usd High Yield	1.57%	140,733	$5.3M	Add +5.3%
SCHB Schwab US Broad Market ETF	1.52%	194,182	$5.1M	Reduce -0.6%
DBEF Xtrackers MSCI Eafe Hedged E	1.52%	105,745	$5.1M	Add +0.3%
SCHA Schwab US Small-Cap ETF	1.51%	177,738	$5.1M	Add +2.1%
SPY SS SPDR S&P 500 ETF Trust-US	1.48%	7,262	$5.0M	Reduce -3.7%
AVGO Broadcom Inc.	1.43%	13,845	$4.8M	Reduce -0.4%
AMZN Amazon.com Inc.	1.43%	20,743	$4.8M	Add +0.2%
IWV iShares Russell 3000 ETF	1.20%	10,419	$4.0M	Reduce -1.8%
XLF SS Financial Select Sector	1.09%	66,804	$3.7M	Add +0.3%
XLC SS Comm Select Sector SPDR	1.06%	30,188	$3.6M	Add +5.3%
LLY Eli Lilly & Co.	1.06%	3,303	$3.5M	Add +4.5%
ABBV Abbvie Inc.	1.02%	15,035	$3.4M	Add +2.1%
MCD McDonald's Corp.	0.96%	10,557	$3.2M	Reduce -0.3%
SCHZ Schwab US Aggregate Bond ETF	0.96%	137,277	$3.2M	Add +0.2%
BRK.B Berkshire Hathaway Inc. Class B	0.95%	6,379	$3.2M	Reduce -0.8%
JPM JPMorgan Chase & Co.	0.94%	9,805	$3.2M	Reduce -0.1%
META Meta Platforms Inc. Class A	0.93%	4,734	$3.1M	Add +2.1%
XLY SS Consumer Disc Select Sect	0.91%	25,670	$3.1M	Add +4.7%
IWM iShares Russell 2000 ETF	0.88%	11,970	$2.9M	Reduce -1.2%
XLV SS Health Care Select Sector	0.87%	18,921	$2.9M	Reduce -3.2%
XLI SS Industrial Select Sector	0.86%	18,701	$2.9M	Reduce -0.9%
SCHD Schwab US DVD Equity ETF	0.84%	102,438	$2.8M	Reduce -2.7%
WMT Walmart Inc.	0.83%	25,082	$2.8M	Add +0.8%
ORCL Oracle Corp.	0.82%	14,090	$2.7M	Reduce -4.2%
SCHE Schwab Emrg Mrkts Eqty ETF	0.75%	77,201	$2.5M	Add +1.0%
MS Morgan Stanley	0.72%	13,648	$2.4M	Reduce -3.1%
RTX RTX Corp.	0.71%	12,909	$2.4M	Reduce -1.8%
HD Home Depot Inc.	0.70%	6,834	$2.4M	Reduce -1.6%
CVX Chevron Corp.	0.70%	15,332	$2.3M	Reduce -0.6%
NEE Nextera Energy Inc.	0.67%	27,989	$2.2M	Reduce -1.3%
PG The Procter & Gamble Co.	0.65%	15,184	$2.2M	Add +2.6%
TMO Thermo Fisher Scientific Inc.	0.64%	3,704	$2.1M	Reduce -2.6%
AXP American Express Co.	0.60%	5,450	$2.0M	Reduce -3.6%
XOM Exxon Mobil Corp.	0.54%	15,080	$1.8M	Reduce -0.2%
CSCO Cisco Systems Inc.	0.54%	23,489	$1.8M	Add +11.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.54%	11,733	$1.8M	Reduce -0.1%
CAT Caterpillar Inc.	0.52%	3,043	$1.7M	Reduce -2.9%
ACN Accenture PLC Class A	0.52%	6,485	$1.7M	Reduce -0.2%
UNP Union Pacific Corp.	0.50%	7,326	$1.7M	Reduce -4.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.50%	30,614	$1.7M	Add +1.2%
JNJ Johnson & Johnson	0.50%	8,078	$1.7M	Add +4.8%
VTI VG Morningstar TS MKT ETF-US	0.49%	4,952	$1.7M	Add +22.6%
KO The Coca-Cola Co.	0.46%	22,308	$1.6M	Reduce -0.6%
MRK Merck & Co. Inc.	0.46%	14,740	$1.6M	Add +0.6%
TDTF NT Iboxx 5Y Dur Tips ETF	0.44%	61,742	$1.5M	Reduce -5.3%
XLP SS Consumer Staples Sel Sect	0.44%	18,884	$1.5M	Reduce -0.1%
MA Mastercard Inc. Class A	0.42%	2,447	$1.4M	Reduce -3.5%
ISRG Intuitive Surgical Inc.	0.41%	2,431	$1.4M	Reduce -1.2%
LHX L3HARRIS Technologies Inc.	0.40%	4,592	$1.3M	Reduce -0.8%
VGT Vanguard Info Tech ETF	0.39%	1,757	$1.3M	Add +11.4%
BND Vanguard Total Bond Market	0.38%	17,150	$1.3M	Add +7.6%
UNH Unitedhealth Group Inc.	0.38%	3,842	$1.3M	Reduce -1.5%
TSLA Tesla Inc.	0.37%	2,791	$1.3M	No change
TMUS T-Mobile US Inc.	0.37%	6,042	$1.2M	Add +3.1%
TXN Texas Instruments Inc.	0.35%	6,735	$1.2M	Reduce -2.2%
XLE SS Energy Select Sector	0.34%	25,452	$1.1M	Add +0.1%
IYF iShares US Financials ETF	0.34%	8,814	$1.1M	Reduce -1.6%
GD General Dynamics Corp.	0.33%	3,335	$1.1M	Reduce -2.1%
AMGN Amgen Inc.	0.33%	3,419	$1.1M	Reduce -0.7%
SCHM Schwab US Mid Cap ETF	0.31%	34,901	$1.0M	Reduce -0.6%
BLK BlackRock Inc.	0.30%	954	$1.0M	Reduce -4.2%
SCHV Schwab US Large-Cap Value	0.30%	33,885	$1.0M	Reduce -4.2%
SHW The Sherwin-Williams Co.	0.30%	3,096	$1.0M	Add +0.7%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.30%	23,270	$993K	Add +6.2%
VOO Vanguard S&P 500 ETF	0.29%	1,531	$960K	Reduce -2.2%
GLD SPDR Gold Shares	0.28%	2,403	$952K	No change
XLB SS Materials Select Sector	0.27%	20,339	$922K	Add +1.2%
VNQ Vanguard Real Estate ETF	0.26%	9,778	$865K	Add +1.2%
EEM iShares MSCI Emerging Market	0.25%	15,545	$850K	Add +1.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.25%	2,871	$850K	Add +23.5%
SCHX Schwab US Large-Cap ETF	0.25%	30,975	$834K	No change
ADBE Adobe Inc.	0.24%	2,273	$796K	Reduce -0.4%
SO The Southern Co.	0.23%	9,028	$787K	Add +11.9%
XLRE SS Real Estate Select Sector	0.23%	18,785	$758K	Add +0.2%
NSC Norfolk Southern Corp.	0.22%	2,570	$742K	Reduce -9.9%
PM Philip Morris International	0.21%	4,440	$712K	Add +8.8%
LIN Linde PLC	0.21%	1,637	$698K	Reduce -0.6%
PEP Pepsico Inc.	0.21%	4,852	$696K	Add +2.8%
IYW iShares Ustechnology ETF	0.20%	3,404	$680K	Reduce -0.4%
COP Conocophillips	0.20%	7,160	$670K	Add +1.5%
VLO Valero Energy Corp.	0.20%	4,067	$662K	Reduce -13.4%
ABT Abbott Laboratories	0.18%	4,900	$614K	Reduce -1.3%
T AT&T Inc.	0.18%	23,950	$595K	Reduce -2.4%
ICE Intercontinental Exchange Inc.	0.18%	3,655	$592K	Reduce -8.7%
GOOG Alphabet Inc. Class C	0.18%	1,885	$592K	Add +1.1%
SNPS Synopsys Inc.	0.18%	1,252	$588K	Reduce -7.7%
VZ Verizon Communications Inc.	0.17%	14,325	$583K	Reduce -16.1%
VXUS Vanguard Total Intl Stock	0.17%	7,475	$564K	Add +3.8%
SUB iShares Short-Term National	0.17%	5,250	$560K	No change
COST Costco Wholesale Corp.	0.15%	601	$518K	Reduce -2.8%
PSA Public Storage	0.15%	1,961	$509K	Reduce -0.4%
MUB iShares National Muni Bond E	0.15%	4,750	$509K	Add +2.7%
AFL Aflac Inc.	0.15%	4,563	$503K	Reduce -5.0%
V Visa Inc. Class A	0.15%	1,420	$498K	Add +1.9%
PLD Prologis Inc.	0.15%	3,885	$496K	Reduce -2.8%
LOW Lowe's Cos Inc.	0.14%	1,994	$481K	Reduce -14.0%
SYK Stryker Corp.	0.14%	1,357	$477K	Add +3.0%
MMM 3M Co.	0.14%	2,900	$464K	No change
ITW Illinois Tool Works	0.14%	1,871	$461K	Add +5.7%
AZO AutoZone Inc.	0.12%	122	$414K	Reduce -1.6%
WFC Wells Fargo & Co.	0.12%	4,240	$395K	No change
ESGU iShares ESG Aware MSCI USA	0.11%	2,565	$382K	No change
ECL Ecolab Inc.	0.11%	1,434	$376K	New
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.11%	3,306	$376K	Reduce -0.1%
VUG Vanguard Mrngstar GR ETF-Sui	0.11%	767	$374K	No change
IWB iShares Russell 1000 ETF	0.11%	1,000	$373K	Reduce -9.2%
GILD Gilead Sciences Inc.	0.11%	2,905	$357K	Add +21.6%
BMY Bristol-Myers Squibb Co.	0.10%	6,468	$349K	Reduce -6.8%
IYC iShares US Consumer Discreti	0.10%	3,235	$334K	Reduce -0.3%
CL Colgate-Palmolive Co.	0.10%	4,157	$328K	Reduce -14.5%
MPC Marathon Petroleum Corp.	0.10%	1,975	$321K	Reduce -0.5%
IVW iShares S&P 500 Growth ETF	0.09%	2,580	$318K	Reduce -5.5%
D Dominion Energy Inc.	0.09%	5,301	$311K	Add +20.9%
PNC PNC Financial Services Group	0.09%	1,461	$305K	No change
IYJ iShares U.S. Industrials ETF	0.09%	2,050	$304K	No change
AOR iShares Core 60/40 Balanced	0.09%	4,650	$302K	No change
AMP Ameriprise Financial Inc.	0.09%	615	$302K	No change
GE General Electric filed as GE AEROSPACE	0.09%	970	$299K	Add +1.1%
IVE iShares S&P 500 Value ETF	0.09%	1,365	$289K	No change
WM Waste Management Inc.	0.08%	1,279	$281K	Add +0.7%
GS Goldman Sachs Group Inc.	0.08%	314	$276K	Reduce -4.0%
ALL Allstate Corp.	0.08%	1,303	$271K	Reduce -3.7%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.08%	3,254	$262K	Reduce -11.7%
CTAS Cintas Corp.	0.08%	1,387	$261K	Reduce -9.2%
QQQ Invesco QQQ Trust Series 1	0.08%	423	$260K	Reduce -6.6%
IWF iShares Russell 1000 Growth	0.08%	544	$257K	No change
PGR Progressive Corp.	0.07%	1,085	$247K	Add +0.7%
COF Capital One Financial Corp.	0.07%	995	$241K	Reduce -18.4%
BX Blackstone Inc.	0.07%	1,555	$240K	Reduce -1.5%
FISV Fiserv Inc.	0.07%	3,553	$239K	Reduce -11.8%
LH Labcorp Holdings Inc.	0.07%	917	$230K	No change
PEG Public Service Enterprise GP	0.07%	2,863	$230K	Reduce -19.3%
MCO Moody's Corp.	0.07%	450	$230K	No change
NACP Impact Shares Naacp Minority	0.07%	4,532	$223K	No change
INTC Intel Corp.	0.07%	6,000	$221K	New
BA The Boeing Co.	0.06%	1,000	$217K	No change
UDR Udr Inc.	0.06%	5,857	$215K	No change
LNT Alliant Energy Corp.	0.06%	3,270	$213K	No change
AMAT Applied Materials Inc.	0.06%	827	$213K	New
VIG Vanguard Dividend Apprec ETF	0.06%	965	$212K	New
NOW ServiceNow Inc.	0.06%	1,370	$210K	No change
HON Honeywell International Inc.	0.06%	1,058	$206K	Reduce -2.3%
MRVL Marvell Technology Inc.	0.06%	2,385	$203K	No change

Portfolio Sells Q3 2025 → Q4 2025


ORCL Oracle Corp.	Reduce -4.2%	0.82%	−0.44
NVDA Nvidia Corp.	Reduce -2.8%	3.07%	−0.17
HD Home Depot Inc.	Reduce -1.6%	0.70%	−0.16
APD Air Products & Chemicals Inc.	Sold out	0.00%	−0.11
FISV Fiserv Inc.	Reduce -11.8%	0.07%	−0.09
RSP Invesco S&P 500 Equal Weight	Sold out	0.00%	−0.08
MDLZ Mondelez International Inc. Class A	Sold out	0.00%	−0.07
DUK Duke Energy Corp.	Sold out	0.00%	−0.07
KMB Kimberly-Clark Corp.	Sold out	0.00%	−0.07
ADP Automatic Data Processing	Sold out	0.00%	−0.06
EMR Emerson Electric Co.	Sold out	0.00%	−0.06
GOVT iShares US Treasury Bond ETF	Sold out	0.00%	−0.06
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -3.7%	1.48%	−0.06
VZ Verizon Communications Inc.	Reduce -16.1%	0.17%	−0.06
BLK BlackRock Inc.	Reduce -4.2%	0.30%	−0.05
UNP Union Pacific Corp.	Reduce -4.3%	0.50%	−0.05
VLO Valero Energy Corp.	Reduce -13.4%	0.20%	−0.05
TDTF NT Iboxx 5Y Dur Tips ETF	Reduce -5.3%	0.44%	−0.04
NSC Norfolk Southern Corp.	Reduce -9.9%	0.22%	−0.04
SCHD Schwab US DVD Equity ETF	Reduce -2.7%	0.84%	−0.04
AZO AutoZone Inc.	Reduce -1.6%	0.12%	−0.04
TXN Texas Instruments Inc.	Reduce -2.2%	0.35%	−0.04
LOW Lowe's Cos Inc.	Reduce -14.0%	0.14%	−0.03
CVX Chevron Corp.	Reduce -0.6%	0.70%	−0.03
T AT&T Inc.	Reduce -2.4%	0.18%	−0.03
UNH Unitedhealth Group Inc.	Reduce -1.5%	0.38%	−0.03
BRK.B Berkshire Hathaway Inc. Class B	Reduce -0.8%	0.95%	−0.03
LIN Linde PLC	Reduce -0.6%	0.21%	−0.03
LHX L3HARRIS Technologies Inc.	Reduce -0.8%	0.40%	−0.03
ICE Intercontinental Exchange Inc.	Reduce -8.7%	0.18%	−0.03
SNPS Synopsys Inc.	Reduce -7.7%	0.18%	−0.03
IWV iShares Russell 3000 ETF	Reduce -1.8%	1.20%	−0.03
XLI SS Industrial Select Sector	Reduce -0.9%	0.86%	−0.02
MA Mastercard Inc. Class A	Reduce -3.5%	0.42%	−0.02
PSA Public Storage	Reduce -0.4%	0.15%	−0.02
PEG Public Service Enterprise GP	Reduce -19.3%	0.07%	−0.02
MPC Marathon Petroleum Corp.	Reduce -0.5%	0.10%	−0.02
CL Colgate-Palmolive Co.	Reduce -14.5%	0.10%	−0.02
MCD McDonald's Corp.	Reduce -0.3%	0.96%	−0.02
COST Costco Wholesale Corp.	Reduce -2.8%	0.15%	−0.02
ABT Abbott Laboratories	Reduce -1.3%	0.18%	−0.02
GD General Dynamics Corp.	Reduce -2.1%	0.33%	−0.02
CTAS Cintas Corp.	Reduce -9.2%	0.08%	−0.02
IWM iShares Russell 2000 ETF	Reduce -1.2%	0.88%	−0.02
SCHV Schwab US Large-Cap Value	Reduce -4.2%	0.30%	−0.02
SCHB Schwab US Broad Market ETF	Reduce -0.6%	1.52%	−0.02
XLP SS Consumer Staples Sel Sect	Reduce -0.1%	0.44%	−0.02
AFL Aflac Inc.	Reduce -5.0%	0.15%	−0.01
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	Reduce -11.7%	0.08%	−0.01
IWB iShares Russell 1000 ETF	Reduce -9.2%	0.11%	−0.01

Portfolio Buys Q3 2025 → Q4 2025


LLY Eli Lilly & Co.	Add +4.5%	1.06%	+0.32
IVV iShares Core S&P 500 ETF	Add +11.1%	3.20%	+0.32
AGG iShares Core U.S. Aggregate	Add +6.3%	5.52%	+0.18
XLK SS Technology Select Sector	Add +5.2%	3.49%	+0.16
SCHG Schwab US Large-Cap Growth	Add +7.2%	1.81%	+0.12
ECL Ecolab Inc.	New	0.11%	+0.11
SPMB SS SPDR P Mort Back Bond ETF	Add +8.1%	2.04%	+0.10
CSCO Cisco Systems Inc.	Add +11.0%	0.54%	+0.10
VTI VG Morningstar TS MKT ETF-US	Add +22.6%	0.49%	+0.09
MRK Merck & Co. Inc.	Add +0.6%	0.46%	+0.09
INTC Intel Corp.	New	0.07%	+0.07
AMAT Applied Materials Inc.	New	0.06%	+0.06
VIG Vanguard Dividend Apprec ETF	New	0.06%	+0.06
JNJ Johnson & Johnson	Add +4.8%	0.50%	+0.06
IBM Intl Business Machines Corp.	Add +23.5%	0.25%	+0.05
WMT Walmart Inc.	Add +0.8%	0.83%	+0.05
SCHF Schwab Intl Equity ETF	Add +0.9%	2.86%	+0.05
EFA iShares MSCI Eafe ETF	Add +1.5%	2.16%	+0.04
AMZN Amazon.com Inc.	Add +0.2%	1.43%	+0.04
GOOG Alphabet Inc. Class C	Add +1.1%	0.18%	+0.04
VGT Vanguard Info Tech ETF	Add +11.4%	0.39%	+0.04
VCSH Vanguard S/T Corp. Bond ETF	Add +3.6%	3.37%	+0.03
USHY iShares Broad Usd High Yield	Add +5.3%	1.57%	+0.03
SCHA Schwab US Small-Cap ETF	Add +2.1%	1.51%	+0.03
BAC Bank of America Corp.	Add +1.2%	0.50%	+0.03
GILD Gilead Sciences Inc.	Add +21.6%	0.11%	+0.03
XLC SS Comm Select Sector SPDR	Add +5.3%	1.06%	+0.02
DBEF Xtrackers MSCI Eafe Hedged E	Add +0.3%	1.52%	+0.02
BND Vanguard Total Bond Market	Add +7.6%	0.38%	+0.02
XLY SS Consumer Disc Select Sect	Add +4.7%	0.91%	+0.02
D Dominion Energy Inc.	Add +20.9%	0.09%	+0.01
PM Philip Morris International	Add +8.8%	0.21%	+0.01
VXUS Vanguard Total Intl Stock	Add +3.8%	0.17%	+0.01
PEP Pepsico Inc.	Add +2.8%	0.21%	+0.01
XLU St Sr Utl SL SE SPDR ETF-Usd	Add +6.2%	0.30%	+0.00
EEM iShares MSCI Emerging Market	Add +1.6%	0.25%	+0.00
LQD Ishr Ibx Usd Invgd CB ETF-Ui	Add +3.8%	2.40%	+0.00
V Visa Inc. Class A	Add +1.9%	0.15%	+0.00
MUB iShares National Muni Bond E	Add +2.7%	0.15%	+0.00
SO The Southern Co.	Add +11.9%	0.23%	+0.00
GE General Electric	Add +1.1%	0.09%	+0.00
XLB SS Materials Select Sector	Add +1.2%	0.27%	0.00
WM Waste Management Inc.	Add +0.7%	0.08%	−0.00
ITW Illinois Tool Works	Add +5.7%	0.14%	−0.00
COP Conocophillips	Add +1.5%	0.20%	−0.00
XLF SS Financial Select Sector	Add +0.3%	1.09%	−0.00
SYK Stryker Corp.	Add +3.0%	0.14%	−0.01
PGR Progressive Corp.	Add +0.7%	0.07%	−0.01
XLE SS Energy Select Sector	Add +0.1%	0.34%	−0.01
VNQ Vanguard Real Estate ETF	Add +1.2%	0.26%	−0.01

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