Creekside Partners

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 8, 2024), Creekside Partners reported 165 stock positions worth $193.5 million. Its top holding was Schwab Intl Equity ETF (SCHF) at 5.2% of the portfolio, followed by Apple (AAPL, 4.7%) and Schwab US Small-Cap ETF (SCHA, 3.9%). Compared with Q2 2024, it opened 7 new positions, sold out of 4, added to 68 and reduced 43. The biggest buy was Calamos Convert Opport & (CHI, shares +47%) and the biggest sale iShares Global 100 ETF (IOO, shares −36%).

Most Recent 13F
Q2 2026
Location
PETALUMA, CA
CIK
0002035951
Portfolio Value
$193.5M (Q3 2024)
SEC Filing
0002035951-24-000003 ↗ filed Nov 8, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q2 2024: $180.6M Q2 2024 Q3 2024: $193.5M $193.5M Q3 2024 Q4 2024: $193.0M Q4 2024 Q1 2025: $191.0M Q1 2025 Q2 2025: $210.6M Q2 2025 Q3 2025: $227.0M Q3 2025 Q4 2025: $236.6M Q4 2025 Q1 2026: $242.9M Q1 2026 Q2 2026: $276.1M Q2 2026

Holdings 165 stocks · $193.5M
SCHF Schwab Intl Equity ETF 5.20% 244,769 $10.1M Add +0.3%
AAPL Apple Inc. 4.69% 38,950 $9.1M Reduce -0.3%
SCHA Schwab US Small-Cap ETF 3.94% 148,162 $7.6M Add +0.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 3.58% 26,265 $6.9M Add +0.5%
VIG Vanguard Dividend Apprec ETF 3.43% 33,480 $6.6M Reduce -0.1%
VB Vanguard Most SM-Cap ETF-Usd 3.22% 26,269 $6.2M Reduce -2.7%
VEA Vanguard Ftse Developed ETF 3.06% 111,966 $5.9M Add +2.7%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.96% 28,474 $5.7M Add +0.3%
SCHB Schwab US Broad Market ETF 2.87% 83,452 $5.6M Add +1.1%
SCHX Schwab US Large-Cap ETF 2.29% 65,192 $4.4M Reduce -5.9%
ACWV iShares MSCI Global Min Vol 1.93% 32,672 $3.7M Reduce -0.0%
VNQ Vanguard Real Estate ETF 1.64% 32,525 $3.2M Reduce -1.8%
SCHM Schwab US Mid Cap ETF 1.55% 36,055 $3.0M Reduce -2.7%
DSI iShares ESG MSCI KLD 400 ETF 1.51% 26,909 $2.9M Add +0.2%
VWO Vanguard Ftse Emerging Marke 1.50% 60,843 $2.9M Add +1.4%
FGD First Trust DJ GL Sel DVD 1.49% 118,745 $2.9M Add +0.7%
SCHE Schwab Emrg Mrkts Eqty ETF 1.49% 99,076 $2.9M Reduce -4.0%
SCZ iShares MSCI Eafe Small-Cap 1.48% 42,251 $2.9M Add +0.5%
VTI VG Morningstar TS MKT ETF-US 1.43% 9,745 $2.8M Add +0.1%
MSFT Microsoft Corp. 1.42% 6,377 $2.7M Reduce -1.0%
MOAT Vaneck Morningstar Wide Moat 1.38% 27,451 $2.7M Add +3.4%
VEU Vanguard Ftse All-World Ex-U 1.13% 34,785 $2.2M Add +0.3%
CHI Calamos Convert Opport & Inc. 1.10% 182,422 $2.1M Add +47.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 1.05% 7,580 $2.0M Reduce -2.3%
GLD SPDR Gold Shares 1.04% 8,291 $2.0M Reduce -18.1%
NVDA Nvidia Corp. 1.00% 15,970 $1.9M Reduce -0.5%
RSP Invesco S&P 500 Equal Weight 0.98% 10,637 $1.9M Reduce -5.6%
SMOT Vaneck Morningstar Smid Moat 0.98% 54,284 $1.9M Add +15.8%
DLY Doubleline Yield Opport 0.97% 113,219 $1.9M Add +0.6%
AMZN Amazon.com Inc. 0.93% 9,622 $1.8M Add +0.4%
VYM Vanguard High DVD Yield ETF 0.90% 13,561 $1.7M Add +6.2%
VT Vanguard Tot World STK ETF 0.88% 14,152 $1.7M Add +1.0%
USMV iShares MSCI USA Min Vol Fac 0.82% 17,316 $1.6M Add +0.2%
IOO iShares Global 100 ETF 0.69% 13,441 $1.3M Reduce -35.8%
SCHV Schwab US Large-Cap Value 0.68% 16,362 $1.3M Add +0.7%
JNJ Johnson & Johnson 0.68% 8,086 $1.3M Reduce -0.4%
CVX Chevron Corp. 0.68% 8,894 $1.3M No change
IJH iShares Core S&P Midcap ETF 0.67% 20,712 $1.3M Add +0.3%
VXUS Vanguard Total Intl Stock 0.66% 19,801 $1.3M Add +0.0%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.65% 33,724 $1.3M Reduce -3.4%
BNDX Vanguard Total Intl Bond ETF 0.64% 24,461 $1.2M Reduce -2.2%
BND Vanguard Total Bond Market 0.59% 15,218 $1.1M Add +0.8%
CAT Caterpillar Inc. 0.56% 2,774 $1.1M Add +0.1%
ISCG iShares Morningstar Small-Ca 0.55% 21,826 $1.1M Reduce -2.6%
VTV Vanguard Mrngstr Val ETF-Aui 0.50% 5,583 $975K Add +0.2%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.49% 11,789 $952K No change
GOOGL Alphabet Inc. Class A 0.47% 5,487 $910K Add +0.5%
EWU iShares MSCI United Kingdom 0.46% 23,863 $893K No change
VCSH Vanguard S/T Corp. Bond ETF 0.45% 10,982 $872K Add +2.5%
AIRR First Trust Rba American Ind 0.45% 11,607 $867K Add +45.9%
IFRA iShares US Infrastructure 0.45% 18,393 $864K Reduce -22.8%
SCHC Schwab Intl Small-Cap Equity 0.44% 21,919 $845K Add +0.3%
IYR iShares US Real Estate ETF 0.43% 8,091 $824K Add +0.3%
VOO Vanguard S&P 500 ETF 0.41% 1,492 $787K Reduce -9.8%
MCD McDonald's Corp. 0.41% 2,582 $786K No change
VWOB Vanguard Emerg MKTS Gov BND 0.41% 11,823 $785K Add +0.1%
XLRE SS Real Estate Select Sector 0.40% 17,366 $776K Reduce -12.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.39% 3,384 $748K Add +0.2%
IDV iShares International Select 0.38% 24,315 $735K Add +0.4%
VOOV Vanguard S&P 500 Value ETF 0.38% 3,852 $735K Add +4.4%
ANGL Vaneck Fallen Angel High YLD 0.38% 24,885 $732K Add +7.5%
HYT BlackRock Corp. Hi YLD 0.37% 70,969 $714K Add +17.1%
IJR iShares Core S&P Small-Cap E 0.37% 6,083 $712K Add +0.1%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.37% 5,544 $711K Reduce -35.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.36% 4,183 $701K Add +4.7%
JPM JPMorgan Chase & Co. 0.36% 3,263 $688K Reduce -0.7%
PRK Park National Corp. 0.35% 4,020 $675K Reduce -1.3%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.35% 20,810 $672K Add +0.7%
TIP iShares Tips Bond ETF 0.35% 6,069 $670K Reduce -38.4%
PG The Procter & Gamble Co. 0.34% 3,831 $664K Reduce -0.9%
VPU Vanguard Utilities ETF 0.34% 3,761 $655K Add +0.1%
CSCO Cisco Systems Inc. 0.33% 12,139 $646K Reduce -6.5%
ONEY SS SPDR R1000 Yield Foc ETF 0.33% 5,754 $645K Add +0.8%
TSLA Tesla Inc. 0.33% 2,406 $629K No change
VYMI Vanguard Int High DVD YLD Inc. 0.32% 8,493 $624K Add +0.2%
POWR iShares US Power Infrastruct 0.32% 25,000 $620K No change
VXF Vanguard Extended Market ETF 0.31% 3,347 $609K Add +0.3%
PEP Pepsico Inc. 0.31% 3,572 $607K Add +0.2%
NEE Nextera Energy Inc. 0.30% 6,904 $584K No change
HD Home Depot Inc. 0.30% 1,416 $574K Reduce -0.6%
VHT Vanguard Health Care ETF 0.29% 2,004 $566K Reduce -0.9%
BRK.B Berkshire Hathaway Inc. Class B 0.29% 1,222 $562K No change
QQQ Invesco QQQ Trust Series 1 0.29% 1,132 $552K Add +0.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.28% 949 $545K No change
IBB iShares Biotechnology ETF 0.28% 3,702 $539K Add +0.1%
WFC Wells Fargo & Co. 0.28% 9,537 $539K No change
ORCL Oracle Corp. 0.27% 3,009 $513K No change
FEZ State Street SPDR Euro Stoxx 0.26% 9,529 $507K Add +0.0%
MDY State Street SPDR S&P Midcap 0.26% 888 $506K Add +0.2%
EFA iShares MSCI Eafe ETF 0.26% 6,013 $503K No change
SPLV Invesco S&P 500 Low Volatili 0.25% 6,842 $491K No change
GOOG Alphabet Inc. Class C 0.25% 2,902 $485K Add +0.0%
ETHO Amplify Etho Climate Leaders 0.25% 8,030 $481K Reduce -0.5%
XLE SS Energy Select Sector 0.25% 5,467 $480K Add +4.2%
DE Deere & Co. 0.24% 1,119 $467K Reduce -1.0%
EPD Enterprise Products Partners 0.24% 15,980 $465K No change
EFAV iShares MSCI Eafe Min Vol Fa 0.24% 6,064 $465K No change
IWN iShares Russell 2000 Value E 0.23% 2,716 $453K Add +0.2%
SBUX Starbucks Corp. 0.23% 4,598 $448K Add +0.1%
WSM Williams-Sonoma Inc. 0.23% 2,860 $443K No change
PGX Invesco Preferred ETF 0.22% 34,987 $432K Add +0.2%
VTIP Vanguard Short-Term Tips 0.22% 8,721 $430K Reduce -0.2%
FNDC Schwab Fndmnt Intl SM Eq ETF 0.22% 11,268 $430K Reduce -5.2%
MDYG SS SPDR S&P 400 MC GR ETF 0.22% 4,822 $423K Add +0.2%
XLK SS Technology Select Sector 0.22% 1,858 $419K Add +0.2%
MOTI Vaneck Mstar Int Moat ETF 0.22% 11,967 $419K No change
AVGO Broadcom Inc. 0.22% 2,421 $418K Reduce -6.2%
TXN Texas Instruments Inc. 0.21% 2,014 $416K No change
EWW iShares MSCI Mexico ETF 0.21% 7,708 $414K Add +9.3%
ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU 0.21% 7,213 $412K Reduce -3.0%
FNDA Schwab Fndmntl US SM Co. ETF 0.21% 6,891 $410K Reduce -8.6%
ENPH Enphase Energy Inc. 0.21% 3,627 $410K No change
PSA Public Storage 0.21% 1,114 $405K No change
LIN Linde PLC 0.21% 841 $401K No change
SLYV SS SPDR S&P 600 SC Val ETF 0.20% 4,493 $390K Reduce -6.9%
ABBV Abbvie Inc. 0.20% 1,957 $386K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.20% 991 $380K Add +1.4%
IHI iShares U.S. Medical Devices 0.19% 6,360 $377K No change
META Meta Platforms Inc. Class A 0.19% 648 $371K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.19% 1,499 $365K Add +0.3%
EMB iShares JP Morgan Usd Emergi 0.19% 3,871 $362K Reduce -3.4%
TGT Target Corp. 0.18% 2,289 $357K Reduce -1.1%
MDT Medtronic PLC 0.18% 3,941 $355K New
USB US Bancorp 0.18% 7,702 $352K No change
VFH Vanguard Financials ETF 0.18% 3,138 $345K No change
FPE FT-Preferred Secur & Inc. ETF 0.18% 19,004 $344K Reduce -6.7%
KRBN KS Global Carbon Stratgy ETF 0.18% 10,767 $341K No change
AON Aon PLC Class A 0.18% 982 $340K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.16% 1,189 $313K Add +0.1%
PAA Plains All Amer Pipeline LP 0.16% 17,500 $304K No change
VGT Vanguard Info Tech ETF 0.16% 516 $303K Reduce -15.0%
SUSA iShares ESG Optimized MSCI U 0.16% 2,498 $301K Add +0.4%
SDY SS SPDR S&P Dividend ETF 0.15% 2,064 $293K New
SMDV Proshrs RSL 2000 DVD GRW ETF 0.15% 4,224 $293K Reduce -12.8%
GCC Wisdomtree Enhanced Commodit 0.15% 15,313 $292K No change
NUW Nuveen Amt-Free Muni Val 0.15% 20,000 $284K No change
LVHI Franklin International Low V 0.15% 9,143 $284K No change
EWC iShares MSCI Canada ETF 0.14% 6,641 $276K Add +21.5%
SCHD Schwab US DVD Equity ETF 0.14% 3,247 $274K Add +0.7%
QCOM Qualcomm Inc. 0.14% 1,613 $274K Add +0.4%
OR Osisko Gold Royalties Ltd. 0.14% 14,700 $272K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.14% 3,734 $268K No change
IJK iShares S&P Mid-Cap 400 Grow 0.14% 2,892 $266K No change
DSL Doubleline Income Solutions 0.14% 20,303 $264K No change
ABT Abbott Laboratories 0.14% 2,294 $262K No change
PH Parker Hannifin Corp. 0.13% 410 $259K No change
DWX State Street SPDR S&P Intern 0.13% 6,602 $253K Add +11.3%
PHK PIMCO High Income Fund 0.13% 50,028 $250K No change
PFXF Vaneck Pref Sec X-Financials 0.13% 13,429 $245K No change
NSC Norfolk Southern Corp. 0.13% 983 $244K No change
DGT SS SPDR Global Dow ETF 0.13% 1,762 $243K No change
BDX Becton Dickinson and Co. 0.12% 1,000 $241K No change
JEF Jefferies Financial Group Inc. 0.12% 3,910 $241K New
VCIT Vanguard Int-Term Corporate 0.12% 2,850 $239K Add +1.1%
QUAL iShares MSCI USA Quality Fac 0.12% 1,308 $235K No change
MRK Merck & Co. Inc. 0.12% 2,007 $228K Reduce -2.3%
DJD Invesco Dow Jones Industrial 0.11% 4,000 $210K New
PAVE Global X US Infrastructure 0.11% 5,015 $206K New
FSK FS KKR Capital Corp. 0.11% 10,442 $206K No change
XOM Exxon Mobil Corp. 0.10% 1,713 $201K New
BCAL California Bancorp 0.10% 12,839 $190K New
BTZ BlackRock Credit Allocation 0.09% 14,576 $164K Add +0.3%
BCX BlackRock Resources & Commod 0.07% 13,174 $126K Add +1.7%
OIA Invesco Municipal Income Opp 0.05% 14,892 $102K No change
TDUP Thredup Inc. Class A 0.01% 30,005 $25K No change

Portfolio Sells Q2 2024 → Q3 2024
IOO iShares Global 100 ETF Reduce -35.8% 0.69% −0.43
TIP iShares Tips Bond ETF Reduce -38.4% 0.35% −0.24
MGV Vngrd Mrgstr MG CP VL ETF-Ui Reduce -35.1% 0.37% −0.19
SCHX Schwab US Large-Cap ETF Reduce -5.9% 2.29% −0.18
MSFT Microsoft Corp. Reduce -1.0% 1.42% −0.18
GLD SPDR Gold Shares Reduce -18.1% 1.04% −0.16
OKTA Okta Inc. Sold out 0.00% −0.14
SPHQ Invesco S&P 500 Quality ETF Sold out 0.00% −0.13
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.12
IFRA iShares US Infrastructure Reduce -22.8% 0.45% −0.11
NVDA Nvidia Corp. Reduce -0.5% 1.00% −0.10
ABERDEEN ASIA PACIFIC INCOM Sold out 0.00% −0.09
VOO Vanguard S&P 500 ETF Reduce -9.8% 0.41% −0.05
SCHM Schwab US Mid Cap ETF Reduce -2.7% 1.55% −0.05
RSP Invesco S&P 500 Equal Weight Reduce -5.6% 0.98% −0.04
VB Vanguard Most SM-Cap ETF-Usd Reduce -2.7% 3.22% −0.04
BNDX Vanguard Total Intl Bond ETF Reduce -2.2% 0.64% −0.04
VGT Vanguard Info Tech ETF Reduce -15.0% 0.16% −0.04
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -2.3% 1.05% −0.03
FNDF Schwab Fndmn Intl LRG Co. ETF Reduce -3.4% 0.65% −0.03
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -4.0% 1.49% −0.02
MRK Merck & Co. Inc. Reduce -2.3% 0.12% −0.02
XLRE SS Real Estate Select Sector Reduce -12.7% 0.40% −0.02
FPE FT-Preferred Secur & Inc. ETF Reduce -6.7% 0.18% −0.02
FNDA Schwab Fndmntl US SM Co. ETF Reduce -8.6% 0.21% −0.02
SMDV Proshrs RSL 2000 DVD GRW ETF Reduce -12.8% 0.15% −0.02
ROBO Robo Global Robotics and Aut Reduce -3.0% 0.21% −0.01
AVGO Broadcom Inc. Reduce -6.2% 0.22% −0.01
VTIP Vanguard Short-Term Tips Reduce -0.2% 0.22% −0.01
JPM JPMorgan Chase & Co. Reduce -0.7% 0.36% −0.01
ISCG iShares Morningstar Small-Ca Reduce -2.6% 0.55% −0.01
PG The Procter & Gamble Co. Reduce -0.9% 0.34% −0.01
EMB iShares JP Morgan Usd Emergi Reduce -3.4% 0.19% −0.01
CSCO Cisco Systems Inc. Reduce -6.5% 0.33% −0.01
SLYV SS SPDR S&P 600 SC Val ETF Reduce -6.9% 0.20% −0.01
FNDC Schwab Fndmnt Intl SM Eq ETF Reduce -5.2% 0.22% −0.01
VHT Vanguard Health Care ETF Reduce -0.9% 0.29% −0.01
TGT Target Corp. Reduce -1.1% 0.18% −0.01
ETHO Amplify Etho Climate Leaders Reduce -0.5% 0.25% −0.00
DE Deere & Co. Reduce -1.0% 0.24% +0.01
JNJ Johnson & Johnson Reduce -0.4% 0.68% +0.02
HD Home Depot Inc. Reduce -0.6% 0.30% +0.03
PRK Park National Corp. Reduce -1.3% 0.35% +0.03
VIG Vanguard Dividend Apprec ETF Reduce -0.1% 3.43% +0.04
ACWV iShares MSCI Global Min Vol Reduce -0.0% 1.93% +0.04
VNQ Vanguard Real Estate ETF Reduce -1.8% 1.64% +0.10
AAPL Apple Inc. Reduce -0.3% 4.69% +0.13

Portfolio Buys Q2 2024 → Q3 2024
CHI Calamos Convert Opport & Inc. Add +47.1% 1.10% +0.30
MDT Medtronic PLC New 0.18% +0.18
SMOT Vaneck Morningstar Smid Moat Add +15.8% 0.98% +0.15
SDY SS SPDR S&P Dividend ETF New 0.15% +0.15
AIRR First Trust Rba American Ind Add +45.9% 0.45% +0.15
JEF Jefferies Financial Group Inc. New 0.12% +0.12
DJD Invesco Dow Jones Industrial New 0.11% +0.11
PAVE Global X US Infrastructure New 0.11% +0.11
XOM Exxon Mobil Corp. New 0.10% +0.10
MOAT Vaneck Morningstar Wide Moat Add +3.4% 1.38% +0.10
BCAL California Bancorp New 0.10% +0.10
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.3% 2.96% +0.09
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.5% 3.58% +0.08
VEA Vanguard Ftse Developed ETF Add +2.7% 3.06% +0.07
IBM Intl Business Machines Corp. Add +0.2% 0.39% +0.06
VYM Vanguard High DVD Yield ETF Add +6.2% 0.90% +0.06
SCHA Schwab US Small-Cap ETF Add +0.0% 3.94% +0.05
VWO Vanguard Ftse Emerging Marke Add +1.4% 1.50% +0.05
CAT Caterpillar Inc. Add +0.1% 0.56% +0.05
HYT BlackRock Corp. Hi YLD Add +17.1% 0.37% +0.04
SCZ iShares MSCI Eafe Small-Cap Add +0.5% 1.48% +0.04
FGD First Trust DJ GL Sel DVD Add +0.7% 1.49% +0.04
IYR iShares US Real Estate ETF Add +0.3% 0.43% +0.03
SBUX Starbucks Corp. Add +0.1% 0.23% +0.03
VPU Vanguard Utilities ETF Add +0.1% 0.34% +0.03
EWC iShares MSCI Canada ETF Add +21.5% 0.14% +0.03
VOE Vngrd Mrngstr MD-Cap Val ETF Add +4.7% 0.36% +0.03
VOOV Vanguard S&P 500 Value ETF Add +4.4% 0.38% +0.02
DWX State Street SPDR S&P Intern Add +11.3% 0.13% +0.02
ANGL Vaneck Fallen Angel High YLD Add +7.5% 0.38% +0.02
USMV iShares MSCI USA Min Vol Fac Add +0.2% 0.82% +0.01
SCHV Schwab US Large-Cap Value Add +0.7% 0.68% +0.01
SCHF Schwab Intl Equity ETF Add +0.3% 5.20% +0.01
IJR iShares Core S&P Small-Cap E Add +0.1% 0.37% +0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +0.2% 0.50% +0.01
IDV iShares International Select Add +0.4% 0.38% +0.01
FNDE Schwab Fndmntl Em MRK Eq ETF Add +0.7% 0.35% +0.01
VEU Vanguard Ftse All-World Ex-U Add +0.3% 1.13% +0.01
SCHC Schwab Intl Small-Cap Equity Add +0.3% 0.44% +0.01
ONEY SS SPDR R1000 Yield Foc ETF Add +0.8% 0.33% +0.01
IWN iShares Russell 2000 Value E Add +0.2% 0.23% +0.01
SCHD Schwab US DVD Equity ETF Add +0.7% 0.14% +0.00
VXF Vanguard Extended Market ETF Add +0.3% 0.31% +0.00
VXUS Vanguard Total Intl Stock Add +0.0% 0.66% +0.00
VT Vanguard Tot World STK ETF Add +1.0% 0.88% +0.00
VYMI Vanguard Int High DVD YLD Inc. Add +0.2% 0.32% +0.00
SUSA iShares ESG Optimized MSCI U Add +0.4% 0.16% +0.00
PGX Invesco Preferred ETF Add +0.2% 0.22% 0.00
BCX BlackRock Resources & Commod Add +1.7% 0.07% −0.00
MDY State Street SPDR S&P Midcap Add +0.2% 0.26% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 193$276.1MSCHF, SCHA, AAPL, VEA, SCHB
Q1 2026 183$242.9MSCHF, AAPL, SCHA, VEA, VO
Q4 2025 181$236.6MSCHF, AAPL, SCHA, SCHB, VO
Q3 2025 172$227.0MSCHF, AAPL, SCHA, VO, SCHB
Q2 2025 171$210.6MSCHF, SCHA, AAPL, VO, SCHB
Q1 2025 165$191.0MSCHF, AAPL, SCHA, VO, VIG
Q4 2024 164$193.0MAAPL, SCHF, SCHA, VO, VIG
Q3 2024 165$193.5MSCHF, AAPL, SCHA, VO, VIG
Q2 2024 162$180.6MSCHF, AAPL, SCHA, VO, VIG