Creekside Partners

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Creekside Partners reported 181 stock positions worth $236.6 million. Its top holding was Schwab Intl Equity ETF (SCHF) at 5.6% of the portfolio, followed by Apple (AAPL, 4.3%) and Schwab US Small-Cap ETF (SCHA, 3.8%). Compared with Q3 2025, it opened 11 new positions, sold out of 2, added to 84 and reduced 30. The biggest buy was Schwab US Mid Cap ETF (SCHM, shares +20%) and the biggest sale Doubleline Yield Opport (DLY, shares −31%).

Most Recent 13F
Q2 2026
Location
PETALUMA, CA
CIK
0002035951
Portfolio Value
$236.6M (Q4 2025)
SEC Filing
0002035951-26-000001 ↗ filed Feb 13, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q2 2024: $180.6M Q2 2024 Q3 2024: $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 $236.6M Q4 2025 Q1 2026: $242.9M Q1 2026 Q2 2026: $276.1M Q2 2026

Holdings 181 stocks · $236.6M
SCHF Schwab Intl Equity ETF 5.57% 548,010 $13.2M Add +2.2%
AAPL Apple Inc. 4.35% 37,819 $10.3M Add +0.3%
SCHA Schwab US Small-Cap ETF 3.85% 319,684 $9.1M Add +7.2%
SCHB Schwab US Broad Market ETF 3.44% 310,314 $8.1M Add +1.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 3.31% 26,954 $7.8M Add +0.7%
VEA Vanguard Ftse Developed ETF 3.11% 117,768 $7.4M Add +2.3%
VB Vanguard Most SM-Cap ETF-Usd 3.04% 27,907 $7.2M Reduce -0.8%
VIG Vanguard Dividend Apprec ETF 2.99% 32,237 $7.1M Reduce -0.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.55% 28,518 $6.0M Add +0.7%
SCHM Schwab US Mid Cap ETF 2.23% 175,588 $5.3M Add +20.0%
SCHX Schwab US Large-Cap ETF 1.94% 170,371 $4.6M Reduce -8.0%
VEU Vanguard Ftse All-World Ex-U 1.92% 61,790 $4.5M Add +19.9%
SCHE Schwab Emrg Mrkts Eqty ETF 1.72% 124,237 $4.1M Add +7.1%
ACWV iShares MSCI Global Min Vol 1.61% 32,053 $3.8M Add +0.1%
FGD First Trust DJ GL Sel DVD 1.49% 116,459 $3.5M Add +0.9%
VWO Vanguard Ftse Emerging Marke 1.44% 63,189 $3.4M Add +1.3%
SCZ iShares MSCI Eafe Small-Cap 1.43% 43,544 $3.4M Add +1.3%
GLD SPDR Gold Shares 1.41% 8,446 $3.3M Add +0.7%
VTI VG Morningstar TS MKT ETF-US 1.41% 9,948 $3.3M Reduce -8.8%
DSI iShares ESG MSCI KLD 400 ETF 1.34% 24,698 $3.2M Reduce -0.1%
VNQ Vanguard Real Estate ETF 1.26% 33,580 $3.0M Add +0.6%
MOAT Vaneck Morningstar Wide Moat 1.20% 27,525 $2.9M Reduce -4.7%
MSFT Microsoft Corp. 1.19% 5,805 $2.8M Reduce -1.4%
NVDA Nvidia Corp. 1.17% 14,795 $2.8M No change
VT Vanguard Tot World STK ETF 1.00% 16,770 $2.4M Add +20.6%
SMOT Vaneck Morningstar Smid Moat 0.99% 64,603 $2.3M Reduce -0.4%
CHI Calamos Convert Opport & Inc. 0.96% 217,819 $2.3M Reduce -8.7%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.93% 7,310 $2.2M Add +0.2%
AMZN Amazon.com Inc. 0.88% 8,977 $2.1M Reduce -7.6%
RSP Invesco S&P 500 Equal Weight 0.84% 10,408 $2.0M Add +0.1%
VYM Vanguard High DVD Yield ETF 0.83% 13,693 $2.0M Reduce -1.0%
AIRR First Trust Rba American Ind 0.79% 19,019 $1.9M Add +0.1%
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED 0.78% 52,216 $1.8M Add +26.8%
GOOGL Alphabet Inc. Class A 0.75% 5,639 $1.8M Reduce -0.3%
IOO iShares Global 100 ETF 0.72% 13,441 $1.7M No change
JNJ Johnson & Johnson 0.72% 8,215 $1.7M Add +0.3%
VXUS Vanguard Total Intl Stock 0.69% 21,703 $1.6M Reduce -16.5%
CAT Caterpillar Inc. 0.67% 2,785 $1.6M Add +0.1%
USMV iShares MSCI USA Min Vol Fac 0.66% 16,659 $1.6M Add +0.1%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.63% 33,075 $1.5M Add +0.3%
VOO Vanguard S&P 500 ETF 0.59% 2,221 $1.4M Add +1.1%
BND Vanguard Total Bond Market 0.58% 18,618 $1.4M Reduce -2.0%
ANGL Vaneck Fallen Angel High YLD 0.58% 46,587 $1.4M Add +5.0%
SCHV Schwab US Large-Cap Value 0.58% 46,010 $1.4M Add +0.4%
IJH iShares Core S&P Midcap ETF 0.57% 20,605 $1.4M Add +0.3%
CVX Chevron Corp. 0.57% 8,813 $1.3M No change
BNDX Vanguard Total Intl Bond ETF 0.56% 27,277 $1.3M Reduce -0.3%
CSCO Cisco Systems Inc. 0.53% 16,194 $1.2M Add +0.2%
VYMI Vanguard Int High DVD YLD Inc. 0.51% 13,486 $1.2M Reduce -0.2%
TSLA Tesla Inc. 0.51% 2,682 $1.2M No change
VCSH Vanguard S/T Corp. Bond ETF 0.50% 14,738 $1.2M Add +0.5%
ISCG iShares Morningstar Small-Ca 0.48% 20,282 $1.1M Add +0.1%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.47% 26,041 $1.1M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.45% 5,608 $1.1M Add +0.1%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.45% 29,363 $1.1M Add +3.2%
SCHC Schwab Intl Small-Cap Equity 0.44% 22,653 $1.0M Add +3.0%
EWU iShares MSCI United Kingdom 0.43% 23,376 $1.0M Add +0.0%
JPM JPMorgan Chase & Co. 0.43% 3,171 $1.0M No change
AVGO Broadcom Inc. 0.43% 2,947 $1.0M Reduce -0.3%
DLY Doubleline Yield Opport 0.43% 69,964 $1.0M Reduce -31.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.43% 3,405 $1.0M Add +0.1%
GOOG Alphabet Inc. Class C 0.42% 3,187 $1.0M Add +0.0%
WFC Wells Fargo & Co. 0.38% 9,537 $889K No change
IDV iShares International Select 0.37% 22,477 $887K Add +0.4%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.33% 5,544 $783K No change
IYR iShares US Real Estate ETF 0.32% 8,168 $767K Add +0.1%
MCD McDonald's Corp. 0.32% 2,503 $765K No change
HYT BlackRock Corp. Hi YLD 0.31% 83,548 $744K Add +27.6%
VOOV Vanguard S&P 500 Value ETF 0.31% 3,625 $742K Add +0.1%
BIL SS SPDR BB 1-3M T-Bill ETF 0.31% 7,998 $731K New
FPE FT-Preferred Secur & Inc. ETF 0.30% 39,519 $720K Add +16.4%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.30% 4,021 $713K Add +0.2%
VXF Vanguard Extended Market ETF 0.30% 3,407 $713K Add +0.3%
IJR iShares Core S&P Small-Cap E 0.30% 5,919 $711K Add +0.1%
VPU Vanguard Utilities ETF 0.30% 3,777 $699K Add +0.1%
XLRE SS Real Estate Select Sector 0.29% 16,951 $684K Add +0.3%
QQQ Invesco QQQ Trust Series 1 0.29% 1,108 $681K Add +0.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.28% 970 $661K Add +0.1%
VWOB Vanguard Emerg MKTS Gov BND 0.28% 9,807 $661K Add +1.6%
ONEY SS SPDR R1000 Yield Foc ETF 0.28% 5,752 $653K Add +0.8%
IFRA iShares US Infrastructure 0.27% 12,134 $638K Reduce -30.3%
IBB iShares Biotechnology ETF 0.26% 3,616 $610K Add +0.1%
SCHD Schwab US DVD Equity ETF 0.25% 21,833 $599K Add +13.6%
PRK Park National Corp. 0.25% 3,900 $594K Reduce -3.0%
POWR iShares US Power Infrastruct 0.25% 25,000 $588K No change
ORCL Oracle Corp. 0.25% 3,009 $586K No change
FEZ State Street SPDR Euro Stoxx 0.25% 9,071 $584K Add +0.1%
VHT Vanguard Health Care ETF 0.24% 1,971 $567K Add +0.4%
EFA iShares MSCI Eafe ETF 0.23% 5,702 $548K Add +1.1%
EFAV iShares MSCI Eafe Min Vol Fa 0.23% 6,295 $543K Add +1.1%
PG The Procter & Gamble Co. 0.23% 3,768 $540K Reduce -1.8%
BRK.B Berkshire Hathaway Inc. Class B 0.23% 1,072 $539K No change
MDY State Street SPDR S&P Midcap 0.23% 889 $536K Reduce -0.7%
MOTI Vaneck Mstar Int Moat ETF 0.23% 14,535 $533K Add +8.9%
NEE Nextera Energy Inc. 0.22% 6,490 $521K No change
OR Or Royalties Inc. 0.22% 14,700 $520K No change
XLK SS Technology Select Sector 0.22% 3,613 $520K No change
FNDC Schwab Fndmnt Intl SM Eq ETF 0.22% 11,641 $519K Add +1.7%
EPD Enterprise Products Partners 0.22% 15,980 $512K No change
IWN iShares Russell 2000 Value E 0.21% 2,742 $497K Add +0.2%
ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU 0.21% 7,114 $493K Add +0.1%
INTU Intuit Inc. 0.20% 731 $484K New
VUG Vanguard Mrngstar GR ETF-Sui 0.20% 975 $476K Reduce -1.9%
SPLV Invesco S&P 500 Low Volatili 0.20% 6,642 $474K No change
META Meta Platforms Inc. Class A 0.20% 712 $470K No change
DE Deere & Co. 0.20% 998 $465K No change
XLE SS Energy Select Sector 0.19% 10,262 $459K No change
MDYG SS SPDR S&P 400 MC GR ETF 0.19% 4,860 $449K Add +0.2%
EWW iShares MSCI Mexico ETF 0.19% 6,459 $448K Add +1.2%
ABBV Abbvie Inc. 0.19% 1,957 $447K No change
HD Home Depot Inc. 0.19% 1,297 $446K Add +0.4%
PHK PIMCO High Income Fund 0.19% 90,844 $442K Add +81.6%
SDY SS SPDR S&P Dividend ETF 0.18% 3,116 $434K Add +0.3%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.18% 1,511 $422K Add +0.3%
WSM Williams-Sonoma Inc. 0.18% 2,352 $420K No change
VFH Vanguard Financials ETF 0.18% 3,138 $419K No change
ETHO Amplify Etho Climate Leaders 0.18% 6,388 $417K Add +0.7%
PEP Pepsico Inc. 0.17% 2,863 $411K Reduce -4.5%
USB US Bancorp 0.17% 7,614 $406K No change
VTIP Vanguard Short-Term Tips 0.17% 8,152 $403K No change
SBUX Starbucks Corp. 0.17% 4,759 $401K Add +0.1%
PH Parker Hannifin Corp. 0.17% 452 $397K No change
IHI iShares U.S. Medical Devices 0.17% 6,360 $395K No change
MDT Medtronic PLC 0.16% 3,941 $379K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.16% 1,197 $377K Add +0.2%
VGT Vanguard Info Tech ETF 0.16% 500 $377K No change
FNDA Schwab Fndmntl US SM Co. ETF 0.16% 11,679 $368K Reduce -4.1%
SMDV Proshrs RSL 2000 DVD GRW ETF 0.15% 5,493 $363K Add +0.1%
LIN Linde PLC 0.15% 841 $359K No change
EWC iShares MSCI Canada ETF 0.15% 6,641 $358K No change
AON Aon PLC Class A 0.15% 982 $347K No change
TXN Texas Instruments Inc. 0.14% 1,962 $340K Reduce -2.6%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.14% 7,794 $340K No change
LVHI Franklin International Low V 0.14% 9,143 $337K No change
PGX Invesco Preferred ETF 0.14% 29,850 $336K Reduce -13.3%
GCC Wisdomtree Enhanced Commodit 0.14% 15,634 $331K Add +1.4%
PSA Public Storage 0.14% 1,260 $327K No change
EMB iShares JP Morgan Usd Emergi 0.14% 3,364 $324K Add +1.0%
PAA Plains All Amer Pipeline LP 0.13% 17,500 $314K No change
CWEN.A Clearway Energy Inc. Class A 0.13% 10,000 $314K No change
TIP iShares Tips Bond ETF 0.13% 2,802 $308K Add +0.1%
FNDX Schwab Fndmntl US LRG Co. ETF 0.13% 11,202 $305K No change
SLYV SS SPDR S&P 600 SC Val ETF 0.13% 3,343 $304K Reduce -14.7%
DGT SS SPDR Global Dow ETF 0.12% 1,762 $294K No change
DWX State Street SPDR S&P Intern 0.12% 6,675 $293K Add +0.3%
QUAL iShares MSCI USA Quality Fac 0.12% 1,473 $293K No change
NUW Nuveen Amt-Free Muni Val 0.12% 20,000 $286K No change
ABT Abbott Laboratories 0.12% 2,267 $284K Reduce -1.2%
IJK iShares S&P Mid-Cap 400 Grow 0.12% 2,931 $284K No change
NSC Norfolk Southern Corp. 0.12% 983 $284K No change
QCOM Qualcomm Inc. 0.12% 1,651 $282K Add +0.4%
MU Micron Technology Inc. 0.12% 957 $273K New
CLOI Vaneck Clo ETF 0.11% 5,057 $267K Add +28.3%
GE General Electric filed as GE AEROSPACE 0.11% 852 $262K No change
SUSA iShares ESG Optimized MSCI U 0.11% 1,873 $261K Add +0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.11% 4,647 $256K No change
PEY Invesco High Yield Equity Di 0.11% 12,432 $253K Add +0.1%
VCIT Vanguard Int-Term Corporate 0.11% 3,024 $253K Add +1.5%
JEF Jefferies Financial Group Inc. 0.10% 3,910 $242K No change
V Visa Inc. Class A 0.10% 684 $240K No change
BCAL California Bancorp 0.10% 12,839 $240K No change
PAVE Global X US Infrastructure 0.10% 5,015 $240K No change
EUSA iShares MSCI USA Equal Weigh 0.10% 2,305 $238K New
BTZ BlackRock Credit Allocation 0.10% 21,774 $236K Add +0.2%
PDI PIMCO Dynamic Income Fund 0.10% 13,187 $234K New
OKTA Okta Inc. 0.10% 2,668 $231K No change
EEM iShares MSCI Emerging Market 0.10% 4,204 $230K No change
DSL Doubleline Income Solutions 0.10% 20,303 $229K No change
DJD Invesco Dow Jones Industrial 0.10% 4,000 $229K No change
SPHQ Invesco S&P 500 Quality ETF 0.09% 2,960 $222K No change
GLTR Abrdn Precious Metals Basket 0.09% 1,070 $220K New
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.09% 1,886 $219K No change
STT State Street Corp. 0.09% 1,684 $217K New
PFXF Vaneck Pref Sec X-Financials 0.09% 12,263 $217K Reduce -8.7%
MRK Merck & Co. Inc. 0.09% 2,026 $213K New
CRBN Ish Low Car Opt Ms Ac ETF-US 0.09% 915 $211K Add +1.0%
L Loews Corp. 0.09% 1,980 $209K New
XOM Exxon Mobil Corp. 0.09% 1,713 $206K New
TGT Target Corp. 0.09% 2,093 $205K New
BCX BlackRock Resources & Commod 0.07% 14,641 $161K Add +2.0%
OIA Invesco Municipal Income Opp 0.04% 14,892 $90K No change

Portfolio Sells Q3 2025 → Q4 2025
DLY Doubleline Yield Opport Reduce -31.3% 0.43% −0.25
SCHX Schwab US Large-Cap ETF Reduce -8.0% 1.94% −0.21
CHI Calamos Convert Opport & Inc. Reduce -8.7% 0.96% −0.17
VTI VG Morningstar TS MKT ETF-US Reduce -8.8% 1.41% −0.17
MSFT Microsoft Corp. Reduce -1.4% 1.19% −0.16
VXUS Vanguard Total Intl Stock Reduce -16.5% 0.69% −0.15
IFRA iShares US Infrastructure Reduce -30.3% 0.27% −0.14
P Everpure Inc. Class A Sold out 0.00% −0.11
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.8% 3.04% −0.11
VIG Vanguard Dividend Apprec ETF Reduce -0.4% 2.99% −0.08
FSK FS KKR Capital Corp. Sold out 0.00% −0.07
AMZN Amazon.com Inc. Reduce -7.6% 0.88% −0.06
MOAT Vaneck Morningstar Wide Moat Reduce -4.7% 1.20% −0.06
SMOT Vaneck Morningstar Smid Moat Reduce -0.4% 0.99% −0.04
BND Vanguard Total Bond Market Reduce -2.0% 0.58% −0.04
BNDX Vanguard Total Intl Bond ETF Reduce -0.3% 0.56% −0.04
PRK Park National Corp. Reduce -3.0% 0.25% −0.04
PGX Invesco Preferred ETF Reduce -13.3% 0.14% −0.03
PG The Procter & Gamble Co. Reduce -1.8% 0.23% −0.03
VYM Vanguard High DVD Yield ETF Reduce -1.0% 0.83% −0.03
DSI iShares ESG MSCI KLD 400 ETF Reduce -0.1% 1.34% −0.03
SLYV SS SPDR S&P 600 SC Val ETF Reduce -14.7% 0.13% −0.02
TXN Texas Instruments Inc. Reduce -2.6% 0.14% −0.02
ABT Abbott Laboratories Reduce -1.2% 0.12% −0.02
PFXF Vaneck Pref Sec X-Financials Reduce -8.7% 0.09% −0.01
PEP Pepsico Inc. Reduce -4.5% 0.17% −0.01
FNDA Schwab Fndmntl US SM Co. ETF Reduce -4.1% 0.16% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.9% 0.20% −0.01
MDY State Street SPDR S&P Midcap Reduce -0.7% 0.23% −0.01
AVGO Broadcom Inc. Reduce -0.3% 0.43% +0.00
VYMI Vanguard Int High DVD YLD Inc. Reduce -0.2% 0.51% +0.01
GOOGL Alphabet Inc. Class A Reduce -0.3% 0.75% +0.14

Portfolio Buys Q3 2025 → Q4 2025
SCHM Schwab US Mid Cap ETF Add +20.0% 2.23% +0.32
BIL SS SPDR BB 1-3M T-Bill ETF New 0.31% +0.31
VEU Vanguard Ftse All-World Ex-U Add +19.9% 1.92% +0.30
INTU Intuit Inc. New 0.20% +0.20
SCHA Schwab US Small-Cap ETF Add +7.2% 3.85% +0.18
VT Vanguard Tot World STK ETF Add +20.6% 1.00% +0.16
CGBL Cap Group Core Balanced Add +26.8% 0.78% +0.15
MU Micron Technology Inc. New 0.12% +0.12
AAPL Apple Inc. Add +0.3% 4.35% +0.11
GLD SPDR Gold Shares Add +0.7% 1.41% +0.10
EUSA iShares MSCI USA Equal Weigh New 0.10% +0.10
PDI PIMCO Dynamic Income Fund New 0.10% +0.10
GLTR Abrdn Precious Metals Basket New 0.09% +0.09
STT State Street Corp. New 0.09% +0.09
MRK Merck & Co. Inc. New 0.09% +0.09
CAT Caterpillar Inc. Add +0.1% 0.67% +0.09
L Loews Corp. New 0.09% +0.09
XOM Exxon Mobil Corp. New 0.09% +0.09
TGT Target Corp. New 0.09% +0.09
GOOG Alphabet Inc. Class C Add +0.0% 0.42% +0.08
PHK PIMCO High Income Fund Add +81.6% 0.19% +0.08
VEA Vanguard Ftse Developed ETF Add +2.3% 3.11% +0.07
SCHF Schwab Intl Equity ETF Add +2.2% 5.57% +0.07
JNJ Johnson & Johnson Add +0.3% 0.72% +0.05
HYT BlackRock Corp. Hi YLD Add +27.6% 0.31% +0.04
CSCO Cisco Systems Inc. Add +0.2% 0.53% +0.04
FPE FT-Preferred Secur & Inc. ETF Add +16.4% 0.30% +0.03
FGD First Trust DJ GL Sel DVD Add +0.9% 1.49% +0.03
IBB iShares Biotechnology ETF Add +0.1% 0.26% +0.03
SCHD Schwab US DVD Equity ETF Add +13.6% 0.25% +0.02
CLOI Vaneck Clo ETF Add +28.3% 0.11% +0.02
VHT Vanguard Health Care ETF Add +0.4% 0.24% +0.02
SCHE Schwab Emrg Mrkts Eqty ETF Add +7.1% 1.72% +0.01
IDV iShares International Select Add +0.4% 0.37% +0.01
FNDF Schwab Fndmn Intl LRG Co. ETF Add +0.3% 0.63% +0.01
MOTI Vaneck Mstar Int Moat ETF Add +8.9% 0.23% +0.01
BCX BlackRock Resources & Commod Add +2.0% 0.07% +0.00
IBM Intl Business Machines Corp. Add +0.1% 0.43% +0.00
ROBO Robo Global Robotics and Aut Add +0.1% 0.21% +0.00
EWU iShares MSCI United Kingdom Add +0.0% 0.43% +0.00
EFA iShares MSCI Eafe ETF Add +1.1% 0.23% −0.00
FEZ State Street SPDR Euro Stoxx Add +0.1% 0.25% −0.00
QCOM Qualcomm Inc. Add +0.4% 0.12% −0.00
DWX State Street SPDR S&P Intern Add +0.3% 0.12% −0.00
CRBN Ish Low Car Opt Ms Ac ETF-US Add +1.0% 0.09% −0.00
SUSA iShares ESG Optimized MSCI U Add +0.1% 0.11% −0.00
ETHO Amplify Etho Climate Leaders Add +0.7% 0.18% −0.00
EWW iShares MSCI Mexico ETF Add +1.2% 0.19% −0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +0.2% 0.16% −0.00
EMB iShares JP Morgan Usd Emergi Add +1.0% 0.14% −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