Eldridge Investment Advisors, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Eldridge Investment Advisors, Inc. reported 150 stock positions worth $430.0 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 9.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 8.1%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 6.9%). Compared with Q3 2024, it opened 12 new positions, sold out of 9, added to 40 and reduced 65. The biggest buy was iShares Core S&P Total U.S. (ITOT, shares +14%) and the biggest sale JPM Nasdaq Equity Premium (JEPQ, shares −26%).

Most Recent 13F
Q2 2026
Location
MANCHESTER, NH
CIK
0001727993
Portfolio Value
$430.0M (Q4 2024)
SEC Filing
0001727993-25-000002 ↗ filed Feb 10, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $389.5M Q1 2024 Q2 2024: $396.9M Q2 2024 Q3 2024: $425.8M Q3 2024 Q4 2024: $430.0M $430.0M Q4 2024 Q1 2025: $434.7M Q1 2025 Q2 2025: $478.3M Q2 2025 Q3 2025: $439.2M Q3 2025 Q4 2025: $454.1M Q4 2025 Q1 2026: $456.2M Q1 2026 Q2 2026: $504.9M Q2 2026

Holdings 150 stocks · $430.0M
ITOT iShares Core S&P Total U.S. 9.95% 332,544 $42.8M Add +13.7%
IVV iShares Core S&P 500 ETF 8.11% 59,225 $34.9M Reduce -1.9%
SPYM Ste STR SPDR PT S&P 500 ETF 6.86% 428,093 $29.5M Reduce -1.3%
QQQ Invesco QQQ Trust Series 1 3.56% 29,977 $15.3M Reduce -0.8%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 3.28% 250,192 $14.1M Reduce -26.5%
BBJP JPMorgan Betabuilders Japan 2.43% 190,645 $10.5M Reduce -7.4%
FPE FT-Preferred Secur & Inc. ETF 2.33% 565,413 $10.0M Reduce -0.3%
GBIL Goldman Sachs Access Treasur 2.32% 99,855 $10.0M Reduce -1.8%
SPAB SS SPDR P Agg Bond ETF 1.97% 338,177 $8.5M Reduce -0.6%
SPTI SS SPDR P Int Term TSY ETF 1.96% 301,975 $8.4M Add +14.6%
IUSV iShares Core S&P U.S. Value 1.95% 90,685 $8.4M Add +0.9%
RLY SS Multi-Asset Real Ret ETF 1.94% 308,329 $8.3M Add +6.3%
IJH iShares Core S&P Midcap ETF 1.93% 132,956 $8.3M Add +0.7%
QUAL iShares MSCI USA Quality Fac 1.83% 44,182 $7.9M Reduce -20.6%
IBTF iShares Ibonds Dec 2025 Term 1.82% 335,838 $7.8M Add +10.7%
AGG iShares Core U.S. Aggregate 1.66% 73,727 $7.1M Add +9.8%
DFAX Dimensional World Ex US Core 1.63% 281,187 $7.0M Reduce -6.7%
JHMM John Hancock Multi Fact Mid 1.58% 113,913 $6.8M Add +256.1%
AAPL Apple Inc. 1.47% 25,248 $6.3M Reduce -0.2%
JAAA Janus Henderson Aaa Clo ETF 1.47% 124,615 $6.3M Add +19.0%
RSP Invesco S&P 500 Equal Weight 1.41% 34,683 $6.1M Reduce -2.3%
IJR iShares Core S&P Small-Cap E 1.17% 43,547 $5.0M Reduce -0.1%
IWF iShares Russell 1000 Growth 1.10% 11,818 $4.7M Add +0.2%
QQQM Invesco Nasdaq 100 ETF 1.09% 22,309 $4.7M Add +39.1%
ISTB iShares Core 1-5 Year Usd Bo 1.07% 96,044 $4.6M Add +19.2%
IEFA iShares Core MSCI Eafe ETF 1.06% 64,804 $4.6M Reduce -12.6%
BINC iShares Flex I A ETF-Usd Inc. 1.04% 85,914 $4.5M Add +67.1%
ITB iShares U.S. Home Constructi 0.98% 40,703 $4.2M Reduce -23.8%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.96% 80,243 $4.1M New
SPBO SS SPDR P Corp. Bond ETF 0.75% 112,346 $3.2M Reduce -9.3%
DCOR Dimensional US Core Eq 1 ETF 0.73% 49,126 $3.2M Add +83.0%
IEMG iShares Core MSCI Emerging 0.73% 59,837 $3.1M Add +0.4%
SCHD Schwab US DVD Equity ETF 0.70% 110,055 $3.0M Add +1.6%
EVLN Eaton Vance Floating-Rate 0.69% 59,137 $3.0M Add +143.5%
IXUS iShares Core Intl Stock ETF 0.68% 44,258 $2.9M Reduce -40.8%
MSFT Microsoft Corp. 0.67% 6,880 $2.9M Reduce -8.2%
FLOT iShares Floating Rate Bond E 0.64% 54,040 $2.8M Add +1.8%
HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.64% 105,235 $2.7M New
VTI VG Morningstar TS MKT ETF-US 0.62% 9,217 $2.7M Add +2.9%
RDVY First Trust Rising Dividend 0.60% 43,656 $2.6M Reduce -1.7%
JSI JH Securitized Income ETF 0.59% 49,207 $2.5M New
EVTR Eaton Vance Total Return 0.57% 49,280 $2.5M Add +807.5%
IWM iShares Russell 2000 ETF 0.55% 10,617 $2.3M Add +0.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.54% 3,937 $2.3M Reduce -7.5%
BNDX Vanguard Total Intl Bond ETF 0.52% 45,333 $2.2M Add +2.7%
VIG Vanguard Dividend Apprec ETF 0.51% 11,186 $2.2M Add +3.1%
BTT BlackRock 2030 Muni TRGT TRM 0.49% 102,668 $2.1M Add +2.3%
SGOV iShares 0-3 Month Treasury B 0.49% 20,986 $2.1M Add +5.3%
IQQQ Proshares NDX High Incom ETF 0.48% 48,065 $2.1M New
IBTG iShares Ibonds Dec 2026 Term 0.47% 87,688 $2.0M Add +123.7%
STOT SS DL St Dur TR Tact ETF 0.45% 41,231 $1.9M Add +1.1%
CAT Caterpillar Inc. 0.44% 5,263 $1.9M No change
IWD iShares Russell 1000 Value E 0.44% 10,242 $1.9M Reduce -0.7%
MDY State Street SPDR S&P Midcap 0.44% 3,328 $1.9M Reduce -6.4%
SLYV SS SPDR S&P 600 SC Val ETF 0.44% 21,582 $1.9M Add +1.0%
JPEF JPMorgan Equity Focus ETF 0.41% 26,020 $1.7M New
BRK.B Berkshire Hathaway Inc. Class B 0.40% 3,751 $1.7M Reduce -1.9%
ABBV Abbvie Inc. 0.38% 9,228 $1.6M Reduce -4.2%
IXN iShares Global Tech ETF 0.37% 18,855 $1.6M Reduce -3.4%
IVE iShares S&P 500 Value ETF 0.37% 8,279 $1.6M Reduce -1.0%
SPYV SS SPDR P S&P 500 Value ETF 0.35% 29,246 $1.5M Reduce -54.2%
IBDQ iShares Ibonds Dec 2025 Term 0.34% 59,103 $1.5M Reduce -30.2%
XOM Exxon Mobil Corp. 0.34% 13,749 $1.5M Reduce -1.3%
DVY iShares Select Dividend ETF 0.34% 11,185 $1.5M Reduce -6.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.31% 3,292 $1.4M Reduce -2.2%
IWP iShares Russell Mid-Cap Grow 0.30% 10,088 $1.3M No change
TSLA Tesla Inc. 0.29% 3,129 $1.3M Reduce -8.8%
MTUM iShares MSCI USA Momentum Fa 0.29% 6,082 $1.3M Reduce -1.1%
SJNK SS SPDR BB St Hi Yield ETF 0.28% 47,495 $1.2M New
DFUV Dimensional US Marketwide Va 0.27% 28,824 $1.2M Add +0.2%
SPSM SS SPDR P S&P 600 Small Cap 0.26% 25,347 $1.1M Reduce -6.8%
VTEB Vanguard Tax-Exempt Bond ETF 0.26% 22,428 $1.1M Reduce -35.3%
JPM JPMorgan Chase & Co. 0.26% 4,628 $1.1M No change
ULST SS Ultra Short TM Bond ETF 0.26% 27,343 $1.1M Reduce -10.5%
MCD McDonald's Corp. 0.25% 3,734 $1.1M Reduce -0.7%
DFUS Dimensional US Eq MKT ETF 0.25% 16,915 $1.1M Reduce -21.4%
VTIP Vanguard Short-Term Tips 0.25% 22,126 $1.1M Add +1.1%
DXJ Wisdomtree Japan Hedged Eq 0.24% 9,440 $1.0M New
FSMB First Trust Short Dur Manag 0.24% 51,107 $1.0M Reduce -6.5%
VYM Vanguard High DVD Yield ETF 0.23% 7,643 $975K Reduce -11.4%
IUSG iShares Core S&P U.S. Growth 0.23% 6,990 $974K Add +0.0%
UPS United Parcel Service Class B 0.23% 7,696 $971K Add +0.1%
USFR Wisdomtree Floating Rate Tre 0.23% 19,304 $971K Add +0.0%
XLK SS Technology Select Sector 0.22% 4,013 $933K No change
ABT Abbott Laboratories 0.21% 8,151 $922K Reduce -3.5%
SPMD SS SPDR P S&P 400 Midcap ETF 0.20% 15,389 $842K Add +24.5%
IXJ iShares Global Healthcare Et 0.19% 9,725 $836K Reduce -80.2%
MRK Merck & Co. Inc. 0.19% 8,099 $806K Add +0.1%
DFAC Dimensional US Core Equity 2 0.17% 21,269 $736K Add +0.6%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.17% 1,670 $711K Reduce -0.6%
DFAI Dimensional International Co. 0.16% 24,226 $707K Reduce -6.3%
SRLN SS Blackstone Sr Loan ETF 0.16% 16,517 $689K Reduce -28.6%
CVX Chevron Corp. 0.16% 4,749 $688K Reduce -1.0%
DFNM Dimensional National Muni BD 0.16% 14,156 $676K Reduce -12.1%
KBE SS SPDR S&P Bank ETF 0.15% 12,000 $666K New
MCK McKesson Corp. 0.15% 1,165 $664K No change
AVGO Broadcom Inc. 0.15% 2,800 $649K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.15% 8,560 $648K No change
USMV iShares MSCI USA Min Vol Fac 0.14% 6,706 $595K No change
DFAU Dimensional US Core Equity M 0.14% 14,623 $592K Add +0.0%
ISPY Proshares S&P High Incom ETF 0.14% 13,213 $585K Add +1.8%
FHLC Fidelity MSCI Health Care 0.14% 8,940 $584K Reduce -66.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 2,597 $571K No change
META Meta Platforms Inc. Class A 0.13% 952 $557K No change
WM Waste Management Inc. 0.13% 2,687 $542K Reduce -15.4%
FTCS First Trust Capital Strength 0.13% 6,164 $541K No change
IVW iShares S&P 500 Growth ETF 0.12% 5,200 $528K Reduce -12.8%
FMB First Trust Managed Municipa 0.11% 9,602 $490K Reduce -3.2%
BIL SS SPDR BB 1-3M T-Bill ETF 0.11% 5,120 $468K Reduce -70.6%
IBMN iShares Ibonds Dec 2025 Term 0.11% 17,303 $461K New
VOO Vanguard S&P 500 ETF 0.10% 825 $445K Reduce -10.7%
VTES Vanguard SH Term Tax-Ex Bond 0.10% 4,431 $444K No change
XLF SS Financial Select Sector 0.10% 9,137 $442K Reduce -10.5%
WPC WP Carey Inc. 0.10% 7,963 $434K Reduce -4.8%
GOOG Alphabet Inc. Class C 0.10% 2,193 $418K No change
FTEC Fidelity MSCI Info Tech Indx 0.10% 2,254 $417K No change
HD Home Depot Inc. 0.09% 996 $387K No change
NEE Nextera Energy Inc. 0.09% 5,398 $387K Add +0.2%
GE General Electric filed as GE AEROSPACE 0.09% 2,204 $368K No change
TMO Thermo Fisher Scientific Inc. 0.09% 708 $368K No change
COST Costco Wholesale Corp. 0.09% 399 $366K No change
IYH iShares U.S. Healthcare ETF 0.08% 6,238 $363K Reduce -11.0%
VZ Verizon Communications Inc. 0.08% 8,662 $346K Reduce -7.8%
EFA iShares MSCI Eafe ETF 0.08% 4,506 $341K Add +5.9%
RTX RTX Corp. 0.08% 2,947 $341K No change
IWV iShares Russell 3000 ETF 0.08% 1,009 $337K Reduce -26.0%
GLD SPDR Gold Shares 0.08% 1,376 $333K No change
SDY SS SPDR S&P Dividend ETF 0.08% 2,500 $330K No change
PG The Procter & Gamble Co. 0.08% 1,942 $325K No change
AMZN Amazon.com Inc. 0.08% 1,477 $324K No change
PFE Pfizer Inc. 0.08% 12,160 $323K Reduce -2.0%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.07% 3,941 $310K No change
NVDA Nvidia Corp. 0.07% 2,200 $295K Reduce -18.5%
VXUS Vanguard Total Intl Stock 0.07% 4,751 $280K Reduce -27.4%
KRE SS SPDR S&P Regional Bank 0.06% 4,575 $276K No change
BUD Anheuser-Busch Inbev-SPN ADR 0.06% 5,500 $275K No change
ATEC Alphatec Holdings Inc. 0.06% 29,185 $268K No change
IBTH iShares Ibonds Dec 2027 Term 0.06% 11,479 $255K New
XLE SS Energy Select Sector 0.06% 2,935 $251K Reduce -3.3%
ETN Eaton Corp. PLC 0.06% 757 $251K No change
RJF Raymond James Financial Inc. 0.06% 1,563 $243K New
EEM iShares MSCI Emerging Market 0.06% 5,713 $239K Reduce -22.0%
PEP Pepsico Inc. 0.05% 1,527 $232K Reduce -6.2%
GLDM SPDR Gold Minishares Trust 0.05% 4,434 $231K No change
TOTL SS Doubleline TR Tact ETF 0.05% 5,834 $230K Reduce -92.0%
WMT Walmart Inc. 0.05% 2,511 $227K No change
KO The Coca-Cola Co. 0.05% 3,400 $212K No change
VLUE iShares MSCI USA Value Facto 0.05% 2,010 $212K No change
IBMO iShares Ibonds Dec 2026 Term 0.05% 8,000 $204K New
GLTC Geltech Solutions Inc. 0.00% 85,556 $0 No change

Portfolio Sells Q3 2024 → Q4 2024
JEPQ JPM Nasdaq Equity Premium Reduce -26.5% 3.28% −1.07
IXJ iShares Global Healthcare Et Reduce -80.2% 0.19% −0.94
TOTL SS Doubleline TR Tact ETF Reduce -92.0% 0.05% −0.65
ITB iShares U.S. Home Constructi Reduce -23.8% 0.98% −0.62
IXUS iShares Core Intl Stock ETF Reduce -40.8% 0.68% −0.59
QUAL iShares MSCI USA Quality Fac Reduce -20.6% 1.83% −0.51
SPYV SS SPDR P S&P 500 Value ETF Reduce -54.2% 0.35% −0.44
BBJP JPMorgan Betabuilders Japan Reduce -7.4% 2.43% −0.43
IBTE iShares Ibonds Dec 2024 Term Sold out 0.00% −0.35
FHLC Fidelity MSCI Health Care Reduce -66.3% 0.14% −0.32
IEFA iShares Core MSCI Eafe ETF Reduce -12.6% 1.06% −0.30
DFAX Dimensional World Ex US Core Reduce -6.7% 1.63% −0.29
SHYG iShares 0-5 YR HY Corp. Bond Sold out 0.00% −0.28
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -70.6% 0.11% −0.27
IBMM iShares Ibonds Dec 2024 Term Sold out 0.00% −0.18
IBDQ iShares Ibonds Dec 2025 Term Reduce -30.2% 0.34% −0.15
VTEB Vanguard Tax-Exempt Bond ETF Reduce -35.3% 0.26% −0.15
SPIP SS SPDR P Tips ETF Sold out 0.00% −0.14
USRT iShares Core US REIT ETF Sold out 0.00% −0.12
SPBO SS SPDR P Corp. Bond ETF Reduce -9.3% 0.75% −0.12
IBDP iShares Ibonds Dec 2024 Term Sold out 0.00% −0.12
SPAB SS SPDR P Agg Bond ETF Reduce -0.6% 1.97% −0.12
FPE FT-Preferred Secur & Inc. ETF Reduce -0.3% 2.33% −0.08
MSFT Microsoft Corp. Reduce -8.2% 0.67% −0.08
RSP Invesco S&P 500 Equal Weight Reduce -2.3% 1.41% −0.08
IVV iShares Core S&P 500 ETF Reduce -1.9% 8.11% −0.07
ABBV Abbvie Inc. Reduce -4.2% 0.38% −0.07
SRLN SS Blackstone Sr Loan ETF Reduce -28.6% 0.16% −0.06
DFUS Dimensional US Eq MKT ETF Reduce -21.4% 0.25% −0.06
GBIL Goldman Sachs Access Treasur Reduce -1.8% 2.32% −0.06
SLQD iShares 0-5 YR Inv GRD Corp. Sold out 0.00% −0.06
XLV SS Health Care Select Sector Sold out 0.00% −0.06
ADP Automatic Data Processing Sold out 0.00% −0.05
XOM Exxon Mobil Corp. Reduce -1.3% 0.34% −0.04
DVY iShares Select Dividend ETF Reduce -6.7% 0.34% −0.04
SPY SS SPDR S&P 500 ETF Trust-US Reduce -7.5% 0.54% −0.04
MDY State Street SPDR S&P Midcap Reduce -6.4% 0.44% −0.03
VXUS Vanguard Total Intl Stock Reduce -27.4% 0.07% −0.03
ULST SS Ultra Short TM Bond ETF Reduce -10.5% 0.26% −0.03
VYM Vanguard High DVD Yield ETF Reduce -11.4% 0.23% −0.03
IJR iShares Core S&P Small-Cap E Reduce -0.1% 1.17% −0.03
WM Waste Management Inc. Reduce -15.4% 0.13% −0.03
DFAI Dimensional International Co. Reduce -6.3% 0.16% −0.03
DFNM Dimensional National Muni BD Reduce -12.1% 0.16% −0.03
IWV iShares Russell 3000 ETF Reduce -26.0% 0.08% −0.03
SPSM SS SPDR P S&P 600 Small Cap Reduce -6.8% 0.26% −0.03
EEM iShares MSCI Emerging Market Reduce -22.0% 0.06% −0.02
IYH iShares U.S. Healthcare ETF Reduce -11.0% 0.08% −0.02
WPC WP Carey Inc. Reduce -4.8% 0.10% −0.02
FSMB First Trust Short Dur Manag Reduce -6.5% 0.24% −0.02

Portfolio Buys Q3 2024 → Q4 2024
ITOT iShares Core S&P Total U.S. Add +13.7% 9.95% +1.32
JHMM John Hancock Multi Fact Mid Add +256.1% 1.58% +1.13
DYNF Ishrs US E F R A ETF-Usd Inc. New 0.96% +0.96
HFXI Nylim Ftse Intr Eq CN ETF-Ui New 0.64% +0.64
JSI JH Securitized Income ETF New 0.59% +0.59
EVTR Eaton Vance Total Return Add +807.5% 0.57% +0.51
IQQQ Proshares NDX High Incom ETF New 0.48% +0.48
EVLN Eaton Vance Floating-Rate Add +143.5% 0.69% +0.41
JPEF JPMorgan Equity Focus ETF New 0.41% +0.41
BINC iShares Flex I A ETF-Usd Inc. Add +67.1% 1.04% +0.39
QQQM Invesco Nasdaq 100 ETF Add +39.1% 1.09% +0.34
DCOR Dimensional US Core Eq 1 ETF Add +83.0% 0.73% +0.33
SJNK SS SPDR BB St Hi Yield ETF New 0.28% +0.28
IBTG iShares Ibonds Dec 2026 Term Add +123.7% 0.47% +0.25
DXJ Wisdomtree Japan Hedged Eq New 0.24% +0.24
JAAA Janus Henderson Aaa Clo ETF Add +19.0% 1.47% +0.22
SPTI SS SPDR P Int Term TSY ETF Add +14.6% 1.96% +0.17
IBTF iShares Ibonds Dec 2025 Term Add +10.7% 1.82% +0.16
KBE SS SPDR S&P Bank ETF New 0.15% +0.15
ISTB iShares Core 1-5 Year Usd Bo Add +19.2% 1.07% +0.15
IBMN iShares Ibonds Dec 2025 Term New 0.11% +0.11
AGG iShares Core U.S. Aggregate Add +9.8% 1.66% +0.06
IWF iShares Russell 1000 Growth Add +0.2% 1.10% +0.06
IBTH iShares Ibonds Dec 2027 Term New 0.06% +0.06
RJF Raymond James Financial Inc. New 0.06% +0.06
IBMO iShares Ibonds Dec 2026 Term New 0.05% +0.05
SPMD SS SPDR P S&P 400 Midcap ETF Add +24.5% 0.20% +0.04
VTI VG Morningstar TS MKT ETF-US Add +2.9% 0.62% +0.03
SGOV iShares 0-3 Month Treasury B Add +5.3% 0.49% +0.02
IUSG iShares Core S&P U.S. Growth Add +0.0% 0.23% +0.01
VIG Vanguard Dividend Apprec ETF Add +3.1% 0.51% +0.01
FLOT iShares Floating Rate Bond E Add +1.8% 0.64% +0.00
SLYV SS SPDR S&P 600 SC Val ETF Add +1.0% 0.44% +0.00
DFAU Dimensional US Core Equity M Add +0.0% 0.14% +0.00
DFAC Dimensional US Core Equity 2 Add +0.6% 0.17% +0.00
ISPY Proshares S&P High Incom ETF Add +1.8% 0.14% −0.00
USFR Wisdomtree Floating Rate Tre Add +0.0% 0.23% −0.00
VTIP Vanguard Short-Term Tips Add +1.1% 0.25% −0.00
BNDX Vanguard Total Intl Bond ETF Add +2.7% 0.52% −0.00
EFA iShares MSCI Eafe ETF Add +5.9% 0.08% −0.00
IWM iShares Russell 2000 ETF Add +0.0% 0.55% −0.01
STOT SS DL St Dur TR Tact ETF Add +1.1% 0.45% −0.01
IJH iShares Core S&P Midcap ETF Add +0.7% 1.93% −0.01
DFUV Dimensional US Marketwide Va Add +0.2% 0.27% −0.01
NEE Nextera Energy Inc. Add +0.2% 0.09% −0.02
SCHD Schwab US DVD Equity ETF Add +1.6% 0.70% −0.02
BTT BlackRock 2030 Muni TRGT TRM Add +2.3% 0.49% −0.02
RLY SS Multi-Asset Real Ret ETF Add +6.3% 1.94% −0.02
UPS United Parcel Service Class B Add +0.1% 0.23% −0.02
MRK Merck & Co. Inc. Add +0.1% 0.19% −0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 163$504.9MITOT, SPYM, IVV, DYNF, JBND
Q1 2026 154$456.2MITOT, SPYM, IVV, DYNF, JBND
Q4 2025 157$454.1MITOT, SPYM, IVV, DYNF, JBND
Q3 2025 158$439.2MITOT, SPYM, IVV, DYNF, JHMM
Q2 2025 154$478.3MITOT, IVV, SPYM, QQQ, JEPQ
Q1 2025 157$434.7MITOT, IVV, SPYM, QQQ, JEPQ
Q4 2024 150$430.0MITOT, IVV, SPYM, QQQ, JEPQ
Q3 2024 147$425.8MITOT, IVV, SPYM, JEPQ, QQQ
Q2 2024 141$396.9MIVV, ITOT, SPYM, JEPQ, QQQ
Q1 2024 145$389.5MIVV, ITOT, SPYM, JEPQ, QQQ