Crumly & Associates Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), Crumly & Associates Inc. reported 155 stock positions worth $367.2 million. Its top holding was First Trust Rising Dividend (RDVY) at 5.4% of the portfolio, followed by Distillate US Fundamental St (DSTL, 5.0%) and Vanguard Russell 1000 Growth (VONG, 4.3%). Compared with Q3 2024, it opened 10 new positions, sold out of 3, added to 50 and reduced 73. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +73%) and the biggest sale Vanguard S&P SM Cap 600 GRW (VIOG, shares −92%).

Most Recent 13F
Q2 2026
Location
SPRINGFIELD, IL
CIK
0001759578
Portfolio Value
$367.2M (Q4 2024)
SEC Filing
0001759578-25-000001 ↗ filed Feb 3, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $380.3M Q1 2024 Q2 2024: $347.3M Q2 2024 Q3 2024: $361.9M Q3 2024 Q4 2024: $367.2M $367.2M Q4 2024 Q1 2025: $362.2M Q1 2025 Q2 2025: $410.8M Q2 2025 Q3 2025: $457.3M Q3 2025 Q4 2025: $476.7M Q4 2025 Q1 2026: $475.9M Q1 2026 Q2 2026: $522.1M Q2 2026

Holdings 155 stocks · $367.2M
RDVY First Trust Rising Dividend 5.38% 333,940 $19.7M Add +7.0%
DSTL Distillate US Fundamental St 5.03% 336,115 $18.5M Add +10.8%
VONG Vanguard Russell 1000 Growth 4.29% 152,618 $15.8M Add +5.5%
DGRO iShares Core Dividend Growth 4.14% 247,746 $15.2M Add +2.2%
HEFA Isha Curr Hedged MSCI Eafe 4.12% 435,761 $15.1M Add +0.7%
JAVA JPMorgan Active Value ETF 3.60% 208,829 $13.2M Add +19.2%
VOO Vanguard S&P 500 ETF 3.12% 21,266 $11.5M Add +73.3%
JGRO JPMorgan Active Growth ETF 3.08% 139,640 $11.3M Add +9.7%
DEUS Xtrackers Russell US Multi 3.01% 206,136 $11.1M Add +1.2%
IWY iShares Russell Top 200 Grow 2.68% 41,753 $9.8M Reduce -0.3%
DSTX Distillate International Fun 2.55% 405,622 $9.4M Add +1.6%
SHYL Xtrackers SHRT Dur High Yiel 2.53% 207,519 $9.3M Add +4.8%
NFTY First Trust India Nifty 50 E 2.34% 153,556 $8.6M Add +3.2%
SDVY First Trust Smid Cap Rising 2.28% 233,980 $8.4M Add +3.4%
TDIV FT Nasdaq Tech DVD Index FD 2.23% 104,440 $8.2M Add +6.6%
FTEC Fidelity MSCI Info Tech Indx 2.06% 40,977 $7.6M Reduce -1.6%
FVD First Trust Value Line DVD 2.03% 170,405 $7.4M Reduce -0.1%
DSMC Distillate S/M Cash Flow ETF 1.73% 181,680 $6.3M Reduce -6.4%
SMIN iShares MSCI India Small-Cap 1.59% 76,190 $5.8M Add +3.9%
QQEW First TR Nasdaq-100 Sel Eq 1.48% 43,537 $5.4M Reduce -6.0%
JAAA Janus Henderson Aaa Clo ETF 1.47% 106,646 $5.4M Reduce -4.1%
HRTS Tema Heart & Health ETF 1.44% 183,267 $5.3M Reduce -0.5%
SMCO Hilton Small-Midcap Opp ETF 1.42% 204,569 $5.2M Add +12.9%
FMHI First Trust Municipal High I 1.35% 102,791 $5.0M Reduce -6.2%
XLE SS Energy Select Sector 1.34% 57,464 $4.9M Reduce -0.2%
CGMS Cap Group US Multi-Sect Bond 1.34% 180,105 $4.9M Reduce -0.8%
AAPL Apple Inc. 1.32% 19,423 $4.9M Reduce -0.9%
FBND Fidelity Total Bond ETF 1.32% 107,889 $4.8M Reduce -0.2%
AIRR First Trust Rba American Ind 1.24% 59,033 $4.5M New
IQLT iShares MSCI International Q 1.17% 115,800 $4.3M Add +0.4%
FRI First Trust S&P REIT Index F 1.08% 145,311 $4.0M Reduce -1.1%
FXN First Trust Energy Alphadex 1.02% 229,609 $3.8M Reduce -10.9%
IJH iShares Core S&P Midcap ETF 0.88% 51,744 $3.2M Reduce -2.8%
SMMU PIMCO SHRT TRM Muni BND ETF 0.87% 64,378 $3.2M Reduce -1.5%
EMLP First Trust North American E 0.72% 74,108 $2.6M Reduce 0.0%
FXR First Trust Indst/Producers 0.71% 34,840 $2.6M Reduce -2.7%
AVGO Broadcom Inc. 0.70% 11,011 $2.6M Reduce -0.2%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.68% 5,844 $2.5M No change
FCOM Fidelity MSCI Comm Serv Indx 0.57% 35,660 $2.1M Reduce -11.4%
XLF SS Financial Select Sector 0.55% 41,486 $2.0M Reduce -2.3%
MSFT Microsoft Corp. 0.53% 4,639 $2.0M Add +0.3%
MUB iShares National Muni Bond E 0.50% 17,210 $1.8M Add +1.4%
NFLX Netflix Inc. 0.49% 2,015 $1.8M Reduce -2.8%
XLV SS Health Care Select Sector 0.47% 12,463 $1.7M Reduce -2.3%
JMUB JPMorgan Municipal ETF 0.46% 33,638 $1.7M Add +0.5%
AMZN Amazon.com Inc. 0.46% 7,635 $1.7M Reduce -1.3%
RVNU Xtrac Mun Inf Rev BD Act ETF 0.45% 65,132 $1.6M Reduce -0.3%
FXO First Trust Financial Alphad 0.43% 29,101 $1.6M Reduce -19.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.42% 2,613 $1.5M Add +355.2%
ONEY SS SPDR R1000 Yield Foc ETF 0.41% 13,924 $1.5M Reduce -1.6%
JPM JPMorgan Chase & Co. 0.39% 6,022 $1.4M Add +1.1%
NVDA Nvidia Corp. 0.39% 10,654 $1.4M Add +3.3%
IBMQ iShares Ibonds Dec 2028 Muni 0.37% 54,661 $1.4M Reduce -4.2%
IBMR iShares Ibonds Dec 2029 M BD 0.37% 53,742 $1.3M Reduce -3.8%
IBMP iShares Ibonds Dec 2027 Term 0.36% 53,286 $1.3M Reduce -3.3%
WMT Walmart Inc. 0.35% 14,114 $1.3M Reduce -2.4%
DEEF Xtrack Ftse Dev Ex US Multi 0.32% 41,648 $1.2M No change
TSM Taiwan Semiconductor-SP ADR 0.31% 5,758 $1.1M Reduce -1.7%
IBMO iShares Ibonds Dec 2026 Term 0.31% 44,135 $1.1M Reduce -4.5%
GOOGL Alphabet Inc. Class A 0.30% 5,820 $1.1M Reduce -0.9%
FMB First Trust Managed Municipa 0.29% 20,656 $1.1M Reduce -0.0%
TSLA Tesla Inc. 0.29% 2,602 $1.1M Reduce -11.0%
FISV Fiserv Inc. 0.25% 4,553 $935K Reduce -2.5%
BLK BlackRock Inc. 0.24% 851 $872K Add +2.6%
EWBC East West Bancorp Inc. 0.24% 9,055 $867K Reduce -5.5%
GS Goldman Sachs Group Inc. 0.23% 1,486 $851K New
MRVL Marvell Technology Inc. 0.23% 7,622 $842K Reduce -7.3%
BSX Boston Scientific Corp. 0.22% 8,991 $803K Reduce -0.8%
PLD Prologis Inc. 0.21% 7,307 $772K Reduce -19.0%
CRWD CrowdStrike Holdings Inc. Class A 0.21% 2,249 $770K Reduce -4.3%
FDL First Trust Morn DVD Lead Inc. 0.20% 18,594 $749K Reduce -46.4%
FTSM First Trust Enh Short Mat FD 0.20% 12,446 $744K New
TMUS T-Mobile US Inc. 0.20% 3,346 $739K Reduce -2.3%
QQQ Invesco QQQ Trust Series 1 0.20% 1,433 $733K Add +1.1%
CRM Salesforce Inc. 0.20% 2,177 $728K Reduce -3.0%
MRK Merck & Co. Inc. 0.19% 6,957 $692K Reduce -16.1%
SCHW Schwab (charles) Corp. 0.19% 9,332 $691K Reduce -1.0%
NI Nisource Inc. 0.19% 18,632 $685K Reduce -1.2%
V Visa Inc. Class A 0.18% 2,136 $675K Reduce -1.7%
GPI Group 1 Automotive Inc. 0.18% 1,557 $656K No change
AXP American Express Co. 0.18% 2,210 $656K Reduce -2.3%
PNC PNC Financial Services Group 0.17% 3,149 $607K Add +4.5%
PAXS PIMCO Access Income Fund 0.17% 39,750 $606K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.16% 13,755 $605K Reduce -8.3%
KLAC KLA Corp. 0.16% 954 $601K Add +14.0%
CYBR Cyberark Software Ltd./Israel 0.16% 1,802 $600K Add +7.0%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.16% 15,148 $581K Reduce -0.2%
QCOM Qualcomm Inc. 0.15% 3,576 $549K Add +4.2%
FHLC Fidelity MSCI Health Care 0.14% 8,128 $531K No change
MDT Medtronic PLC 0.14% 6,533 $522K Add +6.5%
MET Metlife Inc. 0.14% 6,326 $518K Add +3.0%
EPD Enterprise Products Partners 0.14% 16,490 $517K Add +3.7%
CMI Cummins Inc. 0.14% 1,474 $514K Reduce -35.2%
TTE Totalenergies SE -Spon ADR 0.14% 9,329 $508K Reduce -7.0%
SPTM SS SPDR P S&P 1500 Comp ETF 0.14% 7,048 $503K No change
NXPI NXP Semiconductors NV 0.14% 2,415 $502K Add +6.2%
BALL Ball Corp. 0.14% 9,050 $499K Add +3.4%
FCX Freeport-McMoran Inc. 0.14% 13,063 $497K Add +6.4%
CLF Cleveland-Cliffs Inc. 0.13% 52,436 $493K Reduce -33.2%
CVX Chevron Corp. 0.13% 3,295 $477K Reduce -11.0%
AZN Astrazeneca PLC-Spons ADR 0.13% 7,083 $464K Add +6.6%
ABNB Airbnb Inc. Class A 0.13% 3,522 $463K Reduce -10.1%
EOG EOG Resources Inc. 0.11% 3,398 $417K Reduce -19.9%
FDIS Fidelity MSCI Cons Discr Ind 0.11% 4,216 $411K No change
ETN Eaton Corp. PLC 0.11% 1,224 $406K Reduce -0.2%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.11% 8,028 $397K Reduce -13.6%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.11% 4,590 $388K Add +4.3%
VIOG Vanguard S&P SM Cap 600 GRW 0.10% 3,273 $381K Reduce -91.6%
IEI iShares 3-7 Year Treasury Bo 0.10% 3,265 $377K Add +32.5%
FTC First Trust Large Cap Growth 0.10% 2,676 $370K No change
LLY Eli Lilly & Co. 0.10% 456 $352K No change
KO The Coca-Cola Co. 0.09% 5,555 $346K Reduce -5.6%
IEF iShares 7-10 Year Treasury B 0.09% 3,733 $345K Add +38.0%
HON Honeywell International Inc. 0.09% 1,526 $345K Reduce -1.9%
CMCSA Comcast Corp. Class A 0.09% 9,028 $339K Reduce -37.2%
PFE Pfizer Inc. 0.09% 12,722 $338K Add +18.0%
GTLS Chart Industries Inc. 0.09% 1,751 $334K New
CSCO Cisco Systems Inc. 0.09% 5,620 $333K Add +8.1%
AVY Avery Dennison Corp. 0.09% 1,738 $325K Reduce -21.8%
UNH Unitedhealth Group Inc. 0.09% 622 $315K Reduce -0.2%
TDY Teledyne Technologies Inc. 0.08% 666 $309K Reduce -1.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.08% 2,479 $299K No change
FIDU Fidelity MSCI Indust Indx 0.08% 4,175 $294K No change
VXUS Vanguard Total Intl Stock 0.08% 4,838 $285K New
TSCO Tractor Supply Company 0.07% 5,045 $268K Reduce -3.8%
CFG Citizens Financial Group 0.07% 6,029 $264K No change
MCD McDonald's Corp. 0.07% 909 $264K No change
AMGN Amgen Inc. 0.07% 1,010 $263K Add +4.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.07% 996 $263K New
ITB iShares U.S. Home Constructi 0.07% 2,529 $261K No change
ADBE Adobe Inc. 0.07% 588 $261K Add +16.4%
EMR Emerson Electric Co. 0.07% 2,085 $258K Reduce -0.2%
AN Autonation Inc. 0.07% 1,512 $257K Add +0.8%
IVV iShares Core S&P 500 ETF 0.07% 435 $256K No change
FTNT Fortinet Inc. 0.07% 2,706 $256K New
SLV iShares Silver Trust 0.07% 9,612 $253K Add +29.1%
ITOT iShares Core S&P Total U.S. 0.07% 1,965 $253K No change
EBAY eBay Inc. 0.07% 3,985 $247K Add +0.6%
SUN Sunoco LP 0.07% 4,711 $242K Reduce -0.0%
META Meta Platforms Inc. Class A 0.06% 407 $238K No change
PEP Pepsico Inc. 0.06% 1,542 $235K Reduce -39.9%
IAU iShares Gold Trust 0.06% 4,736 $234K New
VB Vanguard Most SM-Cap ETF-Usd 0.06% 970 $233K New
IWM iShares Russell 2000 ETF 0.06% 1,011 $223K Add +0.8%
KHC The Kraft Heinz Co. 0.06% 7,249 $223K Reduce -57.0%
IWB iShares Russell 1000 ETF 0.06% 686 $221K No change
PULS Pgim Ultra Short Bond ETF 0.06% 4,372 $217K Reduce -10.2%
P Everpure Inc. Class A filed as PURE STORAGE INC 0.06% 3,323 $204K New
PBI Pitney Bowes Inc. 0.05% 27,020 $196K Add +1.9%
PDO PIMCO Dynamic Income Opport 0.05% 12,500 $170K No change
APLD Applied Digital Corp. 0.04% 18,484 $141K No change
LYG Lloyds Banking Group PLC-ADR 0.02% 33,278 $91K Add +31.9%
PRPL Purple Innovation Inc. 0.02% 81,763 $64K No change
JMIA Jumia Technologies AG-ADR 0.01% 11,513 $44K Add +11.1%
LCID Lucid Group Inc. 0.01% 10,726 $32K No change

Portfolio Sells Q3 2024 → Q4 2024
VIOG Vanguard S&P SM Cap 600 GRW Reduce -91.6% 0.10% −1.19
IDU iShares US Utilities ETF Sold out 0.00% −1.14
BA The Boeing Co. Sold out 0.00% −0.32
HRTS Tema Heart & Health ETF Reduce -0.5% 1.44% −0.27
DSMC Distillate S/M Cash Flow ETF Reduce -6.4% 1.73% −0.21
FDL First Trust Morn DVD Lead Inc. Reduce -46.4% 0.20% −0.20
FMHI First Trust Municipal High I Reduce -6.2% 1.35% −0.14
CLF Cleveland-Cliffs Inc. Reduce -33.2% 0.13% −0.14
FXN First Trust Energy Alphadex Reduce -10.9% 1.02% −0.13
QQEW First TR Nasdaq-100 Sel Eq Reduce -6.0% 1.48% −0.12
FRI First Trust S&P REIT Index F Reduce -1.1% 1.08% −0.12
FVD First Trust Value Line DVD Reduce -0.1% 2.03% −0.12
MUNI PIMCO Intermediate Municipal Sold out 0.00% −0.11
PLD Prologis Inc. Reduce -19.0% 0.21% −0.10
KHC The Kraft Heinz Co. Reduce -57.0% 0.06% −0.10
JAAA Janus Henderson Aaa Clo ETF Reduce -4.1% 1.47% −0.09
FXO First Trust Financial Alphad Reduce -19.5% 0.43% −0.08
FBND Fidelity Total Bond ETF Reduce -0.2% 1.32% −0.08
XLV SS Health Care Select Sector Reduce -2.3% 0.47% −0.08
CMCSA Comcast Corp. Class A Reduce -37.2% 0.09% −0.07
MRK Merck & Co. Inc. Reduce -16.1% 0.19% −0.07
CMI Cummins Inc. Reduce -35.2% 0.14% −0.06
CGMS Cap Group US Multi-Sect Bond Reduce -0.8% 1.34% −0.06
XLE SS Energy Select Sector Reduce -0.2% 1.34% −0.06
PEP Pepsico Inc. Reduce -39.9% 0.06% −0.06
AVY Avery Dennison Corp. Reduce -21.8% 0.09% −0.05
FCOM Fidelity MSCI Comm Serv Indx Reduce -11.4% 0.57% −0.04
TTE Totalenergies SE -Spon ADR Reduce -7.0% 0.14% −0.04
FXR First Trust Indst/Producers Reduce -2.7% 0.71% −0.04
IJH iShares Core S&P Midcap ETF Reduce -2.8% 0.88% −0.04
SMMU PIMCO SHRT TRM Muni BND ETF Reduce -1.5% 0.87% −0.04
EOG EOG Resources Inc. Reduce -19.9% 0.11% −0.03
IBMQ iShares Ibonds Dec 2028 Muni Reduce -4.2% 0.37% −0.03
IBMR iShares Ibonds Dec 2029 M BD Reduce -3.8% 0.37% −0.03
ONEY SS SPDR R1000 Yield Foc ETF Reduce -1.6% 0.41% −0.03
RVNU Xtrac Mun Inf Rev BD Act ETF Reduce -0.3% 0.45% −0.02
KO The Coca-Cola Co. Reduce -5.6% 0.09% −0.02
IBMP iShares Ibonds Dec 2027 Term Reduce -3.3% 0.36% −0.02
IBMO iShares Ibonds Dec 2026 Term Reduce -4.5% 0.31% −0.02
CVX Chevron Corp. Reduce -11.0% 0.13% −0.02
SLB SLB Ltd. Reduce -0.2% 0.16% −0.02
UNH Unitedhealth Group Inc. Reduce -0.2% 0.09% −0.01
TSCO Tractor Supply Company Reduce -3.8% 0.07% −0.01
ABNB Airbnb Inc. Class A Reduce -10.1% 0.13% −0.01
FMB First Trust Managed Municipa Reduce -0.0% 0.29% −0.01
PULS Pgim Ultra Short Bond ETF Reduce -10.2% 0.06% −0.01
HSBC HSBC Holdings PLC-Spons ADR Reduce -13.6% 0.11% −0.01
SUN Sunoco LP Reduce -0.0% 0.07% −0.00
ETN Eaton Corp. PLC Reduce -0.2% 0.11% −0.00
BAC Bank of America Corp. Reduce -8.3% 0.16% +0.00

Portfolio Buys Q3 2024 → Q4 2024
VOO Vanguard S&P 500 ETF Add +73.3% 3.12% +1.33
AIRR First Trust Rba American Ind New 1.24% +1.24
JAVA JPMorgan Active Value ETF Add +19.2% 3.60% +0.50
VONG Vanguard Russell 1000 Growth Add +5.5% 4.29% +0.44
JGRO JPMorgan Active Growth ETF Add +9.7% 3.08% +0.38
SPY SS SPDR S&P 500 ETF Trust-US Add +355.2% 0.42% +0.33
DSTL Distillate US Fundamental St Add +10.8% 5.03% +0.27
RDVY First Trust Rising Dividend Add +7.0% 5.38% +0.27
GS Goldman Sachs Group Inc. New 0.23% +0.23
FTSM First Trust Enh Short Mat FD New 0.20% +0.20
SMCO Hilton Small-Midcap Opp ETF Add +12.9% 1.42% +0.17
GTLS Chart Industries Inc. New 0.09% +0.09
VXUS Vanguard Total Intl Stock New 0.08% +0.08
VO Vngrd Mrngstr MD-Cap ETF-Usd New 0.07% +0.07
FTNT Fortinet Inc. New 0.07% +0.07
IAU iShares Gold Trust New 0.06% +0.06
VB Vanguard Most SM-Cap ETF-Usd New 0.06% +0.06
TDIV FT Nasdaq Tech DVD Index FD Add +6.6% 2.23% +0.06
P Everpure Inc. Class A New 0.06% +0.06
JPM JPMorgan Chase & Co. Add +1.1% 0.39% +0.05
NVDA Nvidia Corp. Add +3.3% 0.39% +0.04
SHYL Xtrackers SHRT Dur High Yiel Add +4.8% 2.53% +0.03
CYBR Cyberark Software Ltd./Israel Add +7.0% 0.16% +0.03
IEI iShares 3-7 Year Treasury Bo Add +32.5% 0.10% +0.02
IEF iShares 7-10 Year Treasury B Add +38.0% 0.09% +0.02
BLK BlackRock Inc. Add +2.6% 0.24% +0.02
CSCO Cisco Systems Inc. Add +8.1% 0.09% +0.01
EPD Enterprise Products Partners Add +3.7% 0.14% +0.01
PNC PNC Financial Services Group Add +4.5% 0.17% +0.01
SLV iShares Silver Trust Add +29.1% 0.07% +0.01
SDVY First Trust Smid Cap Rising Add +3.4% 2.28% +0.01
QQQ Invesco QQQ Trust Series 1 Add +1.1% 0.20% +0.01
PFE Pfizer Inc. Add +18.0% 0.09% +0.01
LYG Lloyds Banking Group PLC-ADR Add +31.9% 0.02% +0.00
MET Metlife Inc. Add +3.0% 0.14% +0.00
PBI Pitney Bowes Inc. Add +1.9% 0.05% +0.00
IWM iShares Russell 2000 ETF Add +0.8% 0.06% −0.00
ADBE Adobe Inc. Add +16.4% 0.07% −0.00
JMIA Jumia Technologies AG-ADR Add +11.1% 0.01% −0.00
EBAY eBay Inc. Add +0.6% 0.07% −0.00
AN Autonation Inc. Add +0.8% 0.07% −0.00
MUB iShares National Muni Bond E Add +1.4% 0.50% −0.01
MDT Medtronic PLC Add +6.5% 0.14% −0.01
QCOM Qualcomm Inc. Add +4.2% 0.15% −0.01
NXPI NXP Semiconductors NV Add +6.2% 0.14% −0.01
AMGN Amgen Inc. Add +4.1% 0.07% −0.01
JMUB JPMorgan Municipal ETF Add +0.5% 0.46% −0.01
KLAC KLA Corp. Add +14.0% 0.16% −0.02
AZN Astrazeneca PLC-Spons ADR Add +6.6% 0.13% −0.02
MSFT Microsoft Corp. Add +0.3% 0.53% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 194$522.1MHEFA, RDVY, JGRO, DSTL, DSTX
Q1 2026 200$475.9MHEFA, JGRO, RDVY, DSTL, DSTX
Q4 2025 203$476.7MJGRO, RDVY, DSTL, HEFA, SDVY
Q3 2025 193$457.3MJGRO, RDVY, DSTL, HEFA, MGV
Q2 2025 159$410.8MJGRO, RDVY, DSTL, JPST, HEFA
Q1 2025 167$362.2MJGRO, RDVY, DSTL, HEFA, MGV
Q4 2024 155$367.2MRDVY, DSTL, VONG, DGRO, HEFA
Q3 2024 148$361.9MRDVY, DSTL, HEFA, DGRO, VONG
Q2 2024 137$347.3MRDVY, HEFA, DSTL, QQEW, DGRO
Q1 2024 131$380.3MDSTL, RDVY, HEFA, QQEW, DGRO