Curbstone Financial Management Corp

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 9, 2024), Curbstone Financial Management Corp reported 188 stock positions worth $462.9 million. Its top holding was SS SPDR BB Ig Float RT ETF (FLRN) at 4.0% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 3.9%) and State Street SPDR S&P Midcap (MDY, 3.7%). Compared with Q4 2023, it opened 2 new positions, sold out of 3, added to 28 and reduced 91. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +177%) and the biggest sale Apple (AAPL, shares −3%).

Most Recent 13F
Q2 2026
Location
MANCHESTER, NH
CIK
0001608057
Portfolio Value
$462.9M (Q1 2024)
SEC Filing
0001608057-24-000004 ↗ filed Apr 9, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $462.9M $462.9M Q1 2024 Q2 2024: $460.4M Q2 2024 Q3 2024: $467.5M Q3 2024 Q4 2024: $472.2M Q4 2024 Q1 2025: $474.5M Q1 2025 Q2 2025: $487.4M Q2 2025 Q3 2025: $520.1M Q3 2025 Q4 2025: $522.7M Q4 2025 Q1 2026: $522.6M Q1 2026 Q2 2026: $587.0M Q2 2026

Holdings 188 stocks · $462.9M
FLRN SS SPDR BB Ig Float RT ETF 4.01% 601,712 $18.6M Add +2.3%
VCSH Vanguard S/T Corp. Bond ETF 3.93% 235,004 $18.2M Reduce -2.5%
MDY State Street SPDR S&P Midcap 3.66% 30,472 $17.0M Reduce -0.3%
SCHF Schwab Intl Equity ETF 3.26% 387,229 $15.1M Reduce -1.1%
SCHM Schwab US Mid Cap ETF 3.23% 183,677 $15.0M Add +0.4%
VOO Vanguard S&P 500 ETF 3.10% 29,840 $14.3M Add +1.0%
SCHG Schwab US Large-Cap Growth 2.85% 142,361 $13.2M Reduce -2.1%
AAPL Apple Inc. 2.64% 71,280 $12.2M Reduce -2.7%
SCHD Schwab US DVD Equity ETF 2.08% 119,522 $9.6M Add +9.3%
MSFT Microsoft Corp. 2.07% 22,824 $9.6M Reduce -3.2%
SCHA Schwab US Small-Cap ETF 1.95% 183,642 $9.0M Add +0.5%
VCIT Vanguard Int-Term Corporate 1.81% 103,934 $8.4M Add +2.9%
SCHB Schwab US Broad Market ETF 1.55% 117,864 $7.2M Reduce -3.2%
GOOG Alphabet Inc. Class C 1.54% 46,707 $7.1M Reduce -4.5%
AMZN Amazon.com Inc. 1.53% 39,338 $7.1M Reduce -4.1%
RSP Invesco S&P 500 Equal Weight 1.45% 39,557 $6.7M Add +2.3%
MCI Barings Corporate Investors 1.36% 365,486 $6.3M Reduce -0.6%
IGSB iShares 1-5Y Inv Grade Corp. 1.20% 108,660 $5.6M Reduce -9.7%
TIP iShares Tips Bond ETF 1.20% 51,704 $5.6M Reduce -1.1%
SCHX Schwab US Large-Cap ETF 1.19% 88,600 $5.5M Add +5.0%
LLY Eli Lilly & Co. 1.16% 6,890 $5.4M Reduce -3.0%
MUB iShares National Muni Bond E 1.11% 47,892 $5.2M No change
SCHP Schwab U.S. Tips ETF 1.09% 97,050 $5.1M Reduce -2.1%
XOM Exxon Mobil Corp. 1.06% 42,290 $4.9M Reduce -2.3%
HY Hyster-Yale Inc. 1.05% 75,616 $4.9M No change
JPM JPMorgan Chase & Co. 1.01% 23,380 $4.7M Reduce -2.3%
JNJ Johnson & Johnson 0.96% 28,134 $4.5M Reduce -0.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.94% 43,018 $4.4M Reduce -3.9%
PEP Pepsico Inc. 0.91% 24,120 $4.2M Reduce -0.2%
PFF iShares Preferred & Income S 0.90% 129,350 $4.2M Reduce -0.1%
CSCO Cisco Systems Inc. 0.87% 80,410 $4.0M Add +0.3%
SUB iShares Short-Term National 0.87% 38,250 $4.0M No change
KKR KKR & Co. Inc. 0.86% 39,548 $4.0M Reduce -7.0%
BRK.B Berkshire Hathaway Inc. Class B 0.81% 8,938 $3.8M Reduce -10.1%
BSCO Invesco Bulletshares 2024 CB 0.80% 177,620 $3.7M Reduce -6.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.76% 13,420 $3.5M Reduce -0.4%
PG The Procter & Gamble Co. 0.75% 21,498 $3.5M Reduce -1.4%
MRK Merck & Co Inc 0.70% 24,472 $3.2M Reduce -2.2%
INTC Intel Corp. 0.67% 70,587 $3.1M Reduce -1.1%
V Visa Inc. Class A 0.67% 11,114 $3.1M Reduce -0.5%
ABT Abbott Laboratories 0.66% 26,906 $3.1M Reduce -1.1%
EFA iShares MSCI Eafe ETF 0.63% 36,311 $2.9M No change
TREX Trex Company Inc. 0.62% 28,620 $2.9M Reduce -2.2%
HD Home Depot Inc. 0.60% 7,278 $2.8M Reduce -1.1%
CHKP Check Point Software Tech 0.60% 17,018 $2.8M Reduce -1.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.58% 22,010 $2.7M No change
RTX RTX Corp. 0.58% 27,372 $2.7M Add +1.6%
ADSK Autodesk Inc. 0.55% 9,710 $2.5M Reduce -0.5%
PSX Phillips 66 0.53% 15,072 $2.5M Reduce -7.1%
SYY Sysco Corp. 0.53% 30,032 $2.4M Add +0.3%
WY Weyerhaeuser Co. 0.52% 67,590 $2.4M Reduce -4.5%
VRSK Verisk Analytics Inc. 0.50% 9,910 $2.3M Reduce -2.0%
IVV iShares Core S&P 500 ETF 0.50% 4,412 $2.3M Add +177.1%
SCHE Schwab Emrg Mrkts Eqty ETF 0.49% 89,350 $2.3M Reduce -1.0%
VXF Vanguard Extended Market ETF 0.49% 12,850 $2.3M No change
SCHZ Schwab US Aggregate Bond ETF 0.48% 48,750 $2.2M Add +5.4%
CVX Chevron Corp. 0.45% 13,296 $2.1M Reduce -5.4%
CVS CVS Health Corp. 0.45% 26,136 $2.1M Reduce -2.8%
ABBV Abbvie Inc. 0.45% 11,315 $2.1M Reduce -1.3%
CE Celanese Corp. 0.44% 11,834 $2.0M Reduce -1.3%
TGT Target Corp. 0.43% 11,174 $2.0M Reduce -0.5%
HON Honeywell International Inc. 0.42% 9,494 $1.9M Reduce -0.5%
ZTS Zoetis Inc. 0.42% 11,440 $1.9M Reduce -0.9%
CMCSA Comcast Corp. Class A 0.41% 43,872 $1.9M Reduce -2.0%
STIP iShares 0-5 Year Tips Bond E 0.40% 18,450 $1.8M Reduce -17.3%
USB US Bancorp 0.39% 40,420 $1.8M Reduce -6.7%
IOO iShares Global 100 ETF 0.39% 20,080 $1.8M No change
HOLX Hologic Inc. 0.39% 22,926 $1.8M Reduce -1.3%
PHO Invesco Water Resources ETF 0.39% 26,800 $1.8M Reduce -0.4%
Ulta Beauty (ULTA) 0.38% 3,390 $1.8M Reduce -4.0%
HACK Amplify Cybersecurity ETF 0.38% 27,350 $1.8M Reduce -0.4%
NC Nacco Industries Class A 0.38% 57,542 $1.7M No change
AMD Advanced Micro Devices 0.37% 9,506 $1.7M Reduce -1.6%
PFE Pfizer Inc. 0.37% 61,723 $1.7M Add +2.4%
TSM Taiwan Semiconductor-SP ADR 0.37% 12,500 $1.7M Reduce -0.4%
HBB Hamilton Beach Brand-A 0.36% 67,646 $1.6M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.36% 3,147 $1.6M Add +1.6%
KO The Coca-Cola Co. 0.35% 26,818 $1.6M Reduce -2.4%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.35% 12,978 $1.6M Reduce -0.8%
VZ Verizon Communications Inc. 0.35% 38,796 $1.6M Reduce -4.7%
SON Sonoco Products Co. 0.35% 27,750 $1.6M Add +0.7%
WDFC WD-40 Co. 0.32% 5,836 $1.5M No change
ORCL Oracle Corp. 0.32% 11,650 $1.5M Reduce -2.9%
NEE Nextera Energy Inc. 0.31% 22,752 $1.5M Add +0.4%
MCD McDonald's Corp. 0.31% 5,050 $1.4M No change
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.29% 13,834 $1.4M Add +0.7%
CARR Carrier Global Corp. 0.29% 23,068 $1.3M No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.29% 15,170 $1.3M Reduce -2.6%
CL Colgate-Palmolive Co. 0.28% 14,298 $1.3M Reduce -1.7%
ITW Illinois Tool Works 0.28% 4,790 $1.3M Reduce -0.6%
AVAV Aerovironment Inc. 0.27% 8,260 $1.3M Reduce -1.0%
AFL Aflac Inc. 0.27% 14,470 $1.2M Reduce -1.4%
ADP Automatic Data Processing 0.26% 4,900 $1.2M Reduce -3.0%
ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU 0.26% 20,630 $1.2M Reduce -0.7%
SHM SS SPDR N Ice St Muni ETF 0.26% 25,000 $1.2M No change
GOOGL Alphabet Inc. Class A 0.25% 7,730 $1.2M No change
BMY Bristol-Myers Squibb Co. 0.25% 21,360 $1.2M Add +1.2%
OEF iShares S&P 100 ETF 0.25% 4,660 $1.2M No change
SFM Sprouts Farmers Market Inc. 0.25% 17,720 $1.1M No change
SBUX Starbucks Corp. 0.24% 12,280 $1.1M No change
BSCP Invesco Bulletshares 2025 CB 0.24% 54,680 $1.1M No change
FAST Fastenal Co. 0.24% 14,432 $1.1M Reduce -5.3%
CRM Salesforce Inc. 0.24% 3,666 $1.1M Reduce -1.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.23% 4,350 $1.1M No change
EXAS Exact Sciences Corp. 0.23% 15,630 $1.1M Reduce -4.0%
SCHH Schwab US REIT ETF 0.23% 53,000 $1.1M No change
CSGS CSG Systems Intl Inc. 0.23% 20,850 $1.1M Add +0.7%
BWXT BWX Technologies Inc. 0.23% 10,150 $1.0M Reduce -1.5%
VNQ Vanguard Real Estate ETF 0.21% 11,370 $983K Add +6.1%
SDY SS SPDR S&P Dividend ETF 0.21% 7,350 $965K No change
HRL Hormel Foods Corp. 0.20% 26,901 $939K Add +3.1%
DHR Danaher Corp. 0.20% 3,636 $908K No change
LSTR Landstar System Inc. 0.19% 4,636 $894K No change
WMT Walmart Inc. 0.19% 14,754 $888K Reduce -2.0%
GE General Electric Company 0.19% 5,050 $886K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.19% 23,192 $879K Reduce -2.5%
TXN Texas Instruments Inc. 0.19% 5,048 $879K No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.19% 16,250 $867K Add +12.8%
NVDA Nvidia Corp. 0.18% 948 $856K No change
UL Unilever PLC 0.18% 16,928 $850K Add +1.8%
EIRL iShares MSCI Ireland ETF 0.18% 11,790 $818K No change
MPV Barings Participation Invest 0.18% 50,616 $816K No change
SYK Stryker Corp. 0.18% 2,268 $812K Reduce -4.2%
HBB Hamilton Beach Brands Hold-B 0.18% 69,452 $811K No change
LOW Lowe's Cos Inc. 0.17% 3,004 $765K No change
ETN Eaton Corp. PLC 0.16% 2,386 $746K No change
AVGO Broadcom Inc. 0.16% 544 $721K No change
SMB Vaneck Short Muni ETF 0.15% 42,000 $715K No change
GM General Motors Co. 0.15% 15,514 $704K No change
FICO Fair Isaac Corp. 0.15% 558 $697K No change
BX Blackstone Inc. 0.15% 5,280 $694K Reduce -3.6%
OTIS Otis Worldwide Corp. 0.15% 6,818 $677K Reduce -2.1%
VCEL Vericel Corp. 0.15% 12,920 $672K No change
STT State Street Corp. 0.14% 8,550 $661K Reduce -6.6%
SNX TD Synnex Corp. 0.14% 5,800 $656K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.14% 5,370 $655K No change
GSAT Globalstar Inc. 0.14% 444,000 $653K No change
UNP Union Pacific Corp. 0.14% 2,636 $648K Reduce -3.6%
ACN Accenture PLC Class A 0.14% 1,860 $645K No change
Amcor PLC ADR (AMCR) 0.14% 66,780 $635K Reduce -1.5%
APPF Appfolio Inc. Class A 0.14% 2,560 $632K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.13% 10,750 $619K Reduce -1.8%
IDV iShares International Select 0.13% 21,910 $614K No change
GIS General Mills Inc. 0.13% 8,684 $608K No change
SPHD Invesco S&P 500 High Dividen 0.13% 13,600 $604K Reduce -1.4%
MMM 3M Co. 0.13% 5,660 $600K Reduce -3.4%
UNH Unitedhealth Group Inc. 0.13% 1,206 $597K Reduce -1.6%
UPS United Parcel Service Class B 0.13% 3,928 $584K No change
KFY Korn Ferry 0.13% 8,850 $582K No change
LMAT Lemaitre Vascular Inc. 0.13% 8,750 $581K Reduce -3.9%
NSC Norfolk Southern Corp. 0.13% 2,278 $581K No change
T AT&T Inc. 0.12% 32,860 $578K Reduce -9.2%
GRMN Garmin Ltd. 0.12% 3,836 $571K Add +5.5%
DE Deere & Co. 0.12% 1,378 $566K No change
RF Regions Financial Corp. 0.12% 26,900 $566K Reduce -1.1%
WIRE Encore Wire Corp. 0.12% 2,140 $562K No change
AMGN Amgen Inc. 0.12% 1,962 $558K Reduce -2.5%
ZBH Zimmer Biomet Holdings Inc. 0.12% 4,226 $558K No change
SNN Smith & Nephew PLC -Spon ADR 0.12% 21,750 $552K Reduce -8.6%
GGG Graco Inc. 0.12% 5,850 $547K Reduce -3.3%
BA The Boeing Co. 0.12% 2,776 $536K Reduce -1.8%
MS Morgan Stanley 0.11% 5,632 $530K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 2,774 $530K Add +7.8%
VTEB Vanguard Tax-Exempt Bond ETF 0.11% 10,450 $529K Add +1.9%
LIN Linde PLC 0.11% 1,134 $527K No change
IPAR Interparfums Inc. 0.11% 3,730 $524K No change
STZ Constellation Brands Inc. Class A 0.11% 1,864 $507K No change
SMP Standard Motor Prods 0.11% 14,652 $492K No change
QCOM Qualcomm Inc. 0.11% 2,900 $491K No change
VT Vanguard Tot World STK ETF 0.11% 4,430 $490K No change
VYM Vanguard High DVD Yield ETF 0.10% 4,000 $484K No change
IBMM iShares Ibonds Dec 2024 Term 0.10% 18,600 $483K No change
BDX Becton Dickinson and Co. 0.10% 1,908 $472K No change
TYL Tyler Technologies Inc. 0.10% 1,080 $459K No change
MDLZ Mondelez International Inc. Class A 0.10% 6,520 $456K Add +2.4%
EMR Emerson Electric Co. 0.10% 3,982 $452K Reduce -5.9%
NVO Novo-Nordisk A/S-Spons ADR 0.10% 3,480 $447K New
CINF Cincinnati Financial Corp. 0.10% 3,550 $441K New
OLED Universal Display Corp. 0.10% 2,610 $440K No change
LUV Southwest Airlines Co. 0.09% 14,950 $436K Reduce -4.8%
INGR Ingredion Inc. 0.09% 3,700 $432K No change
DWX State Street SPDR S&P Intern 0.09% 12,078 $425K No change
EWC iShares MSCI Canada ETF 0.09% 11,080 $424K Reduce -3.5%
SPIB SS SPDR P Int C Corp. ETF 0.09% 12,720 $416K No change
APD Air Products & Chemicals Inc. 0.09% 1,716 $416K No change
CHWY Chewy Inc. Class A 0.09% 26,040 $414K Reduce -12.6%
GILD Gilead Sciences Inc. 0.09% 5,590 $409K No change
VORTEX ENERGY CORP COM 0.00% 50,000 $10K No change

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -2.7% 2.64% −0.56
VCSH Vanguard S/T Corp. Bond ETF Reduce -2.5% 3.93% −0.31
IGSB iShares 1-5Y Inv Grade Corp. Reduce -9.7% 1.20% −0.20
MCI Barings Corporate Investors Reduce -0.6% 1.36% −0.18
INTC Intel Corp. Reduce -1.1% 0.67% −0.14
STIP iShares 0-5 Year Tips Bond E Reduce -17.3% 0.40% −0.10
CNXC Concentrix Corp. Sold out 0.00% −0.10
ZTS Zoetis Inc. Reduce -0.9% 0.42% −0.10
NVS Novartis AG-Sponsored ADR Sold out 0.00% −0.09
BSCO Invesco Bulletshares 2024 CB Reduce -6.1% 0.80% −0.09
DOC Healthpeak Properties Inc. Sold out 0.00% −0.09
SCHP Schwab U.S. Tips ETF Reduce -2.1% 1.09% −0.08
TIP iShares Tips Bond ETF Reduce -1.1% 1.20% −0.08
CHWY Chewy Inc. Class A Reduce -12.6% 0.09% −0.07
BA The Boeing Co. Reduce -1.8% 0.12% −0.05
VRSK Verisk Analytics Inc. Reduce -2.0% 0.50% −0.04
JNJ Johnson & Johnson Reduce -0.3% 0.96% −0.04
EXAS Exact Sciences Corp. Reduce -4.0% 0.23% −0.04
USB US Bancorp Reduce -6.7% 0.39% −0.04
CMCSA Comcast Corp. Class A Reduce -2.0% 0.41% −0.03
WY Weyerhaeuser Co. Reduce -4.5% 0.52% −0.03
HON Honeywell International Inc. Reduce -0.5% 0.42% −0.03
CVS CVS Health Corp. Reduce -2.8% 0.45% −0.03
SNN Smith & Nephew PLC -Spon ADR Reduce -8.6% 0.12% −0.03
GOOG Alphabet Inc. Class C Reduce -4.5% 1.54% −0.03
CVX Chevron Corp. Reduce -5.4% 0.45% −0.02
SJM The JM Smucker Co. Reduce -0.8% 0.35% −0.02
SCHF Schwab Intl Equity ETF Reduce -1.1% 3.26% −0.02
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -1.0% 0.49% −0.02
PEP Pepsico Inc. Reduce -0.2% 0.91% −0.02
ABT Abbott Laboratories Reduce -1.1% 0.66% −0.02
STT State Street Corp. Reduce -6.6% 0.14% −0.02
UNH Unitedhealth Group Inc. Reduce -1.6% 0.13% −0.02
PFF iShares Preferred & Income S Reduce -0.1% 0.90% −0.02
MMM 3M Co. Reduce -3.4% 0.13% −0.02
BX Blackstone Inc. Reduce -3.6% 0.15% −0.01
T AT&T Inc. Reduce -9.2% 0.12% −0.01
KO The Coca-Cola Co. Reduce -2.4% 0.35% −0.01
UNP Union Pacific Corp. Reduce -3.6% 0.14% −0.01
Amcor PLC ADR (AMCR) Reduce -1.5% 0.14% −0.01
AMGN Amgen Inc. Reduce -2.5% 0.12% −0.01
TJX TJX Companies Inc. Reduce -3.9% 0.94% −0.01
Ulta Beauty (ULTA) Reduce -4.0% 0.38% −0.01
ROBO Robo Global Robotics and Aut Reduce -0.7% 0.26% −0.01
ITW Illinois Tool Works Reduce -0.6% 0.28% −0.01
LUV Southwest Airlines Co. Reduce -4.8% 0.09% −0.01
AFL Aflac Inc. Reduce -1.4% 0.27% −0.01
EWC iShares MSCI Canada ETF Reduce -3.5% 0.09% −0.00
ADP Automatic Data Processing Reduce -3.0% 0.26% −0.00
SPHD Invesco S&P 500 High Dividen Reduce -1.4% 0.13% −0.00

Portfolio Buys Q4 2023 → Q1 2024
IVV iShares Core S&P 500 ETF Add +177.1% 0.50% +0.33
SCHD Schwab US DVD Equity ETF Add +9.3% 2.08% +0.19
VOO Vanguard S&P 500 ETF Add +1.0% 3.10% +0.17
SCHX Schwab US Large-Cap ETF Add +5.0% 1.19% +0.11
SCHM Schwab US Mid Cap ETF Add +0.4% 3.23% +0.10
NVO Novo-Nordisk A/S-Spons ADR New 0.10% +0.10
CINF Cincinnati Financial Corp. New 0.10% +0.10
RSP Invesco S&P 500 Equal Weight Add +2.3% 1.45% +0.06
RTX RTX Corp. Add +1.6% 0.58% +0.06
SYY Sysco Corp. Add +0.3% 0.53% +0.03
SPMD SS SPDR P S&P 400 Midcap ETF Add +12.8% 0.19% +0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +1.6% 0.36% +0.02
IBM Intl Business Machines Corp. Add +7.8% 0.11% +0.02
GRMN Garmin Ltd. Add +5.5% 0.12% +0.02
HRL Hormel Foods Corp. Add +3.1% 0.20% +0.01
BMY Bristol-Myers Squibb Co. Add +1.2% 0.25% +0.00
NEE Nextera Energy Inc. Add +0.4% 0.31% +0.00
UL Unilever PLC Add +1.8% 0.18% +0.00
SON Sonoco Products Co. Add +0.7% 0.35% −0.00
VNQ Vanguard Real Estate ETF Add +6.1% 0.21% −0.00
VTEB Vanguard Tax-Exempt Bond ETF Add +1.9% 0.11% −0.00
SCHZ Schwab US Aggregate Bond ETF Add +5.4% 0.48% −0.00
SCHA Schwab US Small-Cap ETF Add +0.5% 1.95% −0.01
MDLZ Mondelez International Inc. Class A Add +2.4% 0.10% −0.01
BMO Bank of Montreal Add +0.7% 0.29% −0.02
CSGS CSG Systems Intl Inc. Add +0.7% 0.23% −0.02
PFE Pfizer Inc. Add +2.4% 0.37% −0.02
CSCO Cisco Systems Inc. Add +0.3% 0.87% −0.05
VCIT Vanguard Int-Term Corporate Add +2.9% 1.81% −0.06
FLRN SS SPDR BB Ig Float RT ETF Add +2.3% 4.01% −0.08

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 215$587.0MFLRN, SCHF, MDY, AAPL, SCHM
Q1 2026 202$522.6MFLRN, SCHF, MDY, VCSH, SCHM
Q4 2025 201$522.7MFLRN, SCHF, MDY, AAPL, VCSH
Q3 2025 209$520.1MFLRN, MDY, SCHF, VOO, SCHG
Q2 2025 200$487.4MFLRN, MDY, SCHF, VOO, VCSH
Q1 2025 192$474.5MFLRN, VCSH, MDY, SCHF, VOO
Q4 2024 190$472.2MFLRN, MDY, AAPL, VCSH, VOO
Q3 2024 196$467.5MFLRN, MDY, VCSH, AAPL, VOO
Q2 2024 198$460.4MFLRN, VCSH, MDY, AAPL, VOO
Q1 2024 188$462.9MFLRN, VCSH, MDY, SCHF, SCHM