Eldridge Investment Advisors, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Eldridge Investment Advisors, Inc. reported 154 stock positions worth $478.3 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 9.4% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 7.3%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 6.3%). Compared with Q1 2025, it opened 10 new positions, sold out of 13, added to 58 and reduced 55. The biggest buy was JPMorgan Active Bond ETF (JBND, shares +165%) and the biggest sale an exit from Nylim Ftse Intr Eq CN ETF-Ui (HFXI).

Most Recent 13F
Q2 2026
Location
MANCHESTER, NH
CIK
0001727993
Portfolio Value
$478.3M (Q2 2025)
SEC Filing
0001727993-25-000009 ↗ filed Aug 12, 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 Q4 2024 Q1 2025: $434.7M Q1 2025 Q2 2025: $478.3M $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 154 stocks · $478.3M
ITOT iShares Core S&P Total U.S. 9.38% 332,205 $44.9M Add +1.7%
IVV iShares Core S&P 500 ETF 7.35% 56,585 $35.1M Reduce -0.4%
SPYM Ste STR SPDR PT S&P 500 ETF 6.29% 414,023 $30.1M Reduce -1.0%
QQQ Invesco QQQ Trust Series 1 3.50% 30,363 $16.7M Add +3.4%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 2.86% 254,129 $13.7M Add +3.7%
BBJP JPMorgan Betabuilders Japan 2.75% 213,258 $13.2M Add +2.8%
DYNF Ishrs US E F R A ETF-Usd Inc. 2.73% 239,639 $13.1M Add +10.6%
JHPI John Hancock Preferred Incom 2.34% 496,370 $11.2M Add +8.8%
JBND JPMorgan Active Bond ETF 2.25% 201,405 $10.8M Add +164.8%
JHMM John Hancock Multi Fact Mid 2.23% 174,565 $10.7M Reduce -6.0%
EVLN Eaton Vance Floating-Rate 2.13% 204,209 $10.2M Add +120.0%
GBIL Goldman Sachs Access Treasur 2.04% 97,751 $9.8M Reduce -7.2%
IXUS iShares Core Intl Stock ETF 2.04% 125,923 $9.7M Add +82.1%
RLY SS Multi-Asset Real Ret ETF 2.03% 333,177 $9.7M Add +4.1%
DFAX Dimensional World Ex US Core 1.84% 299,578 $8.8M Add +5.0%
IUSV iShares Core S&P U.S. Value 1.80% 90,976 $8.6M Reduce -0.1%
SPTI SS SPDR P Int Term TSY ETF 1.75% 291,520 $8.4M Add +24.3%
IJH iShares Core S&P Midcap ETF 1.71% 131,875 $8.2M Reduce -0.5%
BINC iShares Flex I A ETF-Usd Inc. 1.65% 149,693 $7.9M Add +15.2%
SPAB SS SPDR P Agg Bond ETF 1.55% 289,946 $7.4M Reduce -5.6%
JAAA Janus Henderson Aaa Clo ETF 1.45% 137,212 $6.9M Reduce -0.7%
IBTF iShares Ibonds Dec 2025 Term 1.44% 295,543 $6.9M Reduce -5.7%
QQQM Invesco Nasdaq 100 ETF 1.44% 30,272 $6.9M Add +85.2%
EVTR Eaton Vance Total Return 1.41% 132,118 $6.7M Reduce -9.6%
AGG iShares Core U.S. Aggregate 1.39% 67,472 $6.7M Reduce -9.1%
RSP Invesco S&P 500 Equal Weight 1.24% 32,749 $6.0M Reduce -2.7%
IWF iShares Russell 1000 Growth 1.05% 11,880 $5.0M Add +0.6%
AAPL Apple Inc. 1.05% 24,528 $5.0M Add +4.0%
IEFA iShares Core MSCI Eafe ETF 1.03% 59,098 $4.9M Reduce -8.8%
ISTB iShares Core 1-5 Year Usd Bo 1.01% 99,229 $4.8M Add +0.0%
IJR iShares Core S&P Small-Cap E 0.99% 43,243 $4.7M Reduce -0.7%
IBTG iShares Ibonds Dec 2026 Term 0.93% 194,779 $4.5M Add +1.3%
DCOR Dimensional US Core Eq 1 ETF 0.76% 54,423 $3.6M Add +4.1%
IEMG iShares Core MSCI Emerging 0.75% 59,886 $3.6M Add +0.6%
MSFT Microsoft Corp. 0.72% 6,944 $3.5M Add +4.2%
NOBL Proshares S&P 500 Dividend A 0.72% 34,282 $3.5M Add +78.7%
HYBL SS Blackstone High Inc. ETF 0.61% 102,222 $2.9M New
FLOT iShares Floating Rate Bond E 0.58% 54,712 $2.8M Add +0.5%
RDVY First Trust Rising Dividend 0.56% 42,999 $2.7M Reduce -0.7%
VTI VG Morningstar TS MKT ETF-US 0.53% 8,358 $2.5M Reduce -3.4%
BTT BlackRock 2030 Muni TRGT TRM 0.49% 107,867 $2.4M Reduce -1.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.49% 3,803 $2.3M No change
VIG Vanguard Dividend Apprec ETF 0.49% 11,354 $2.3M Reduce -0.7%
BNDX Vanguard Total Intl Bond ETF 0.47% 45,463 $2.2M Reduce -0.1%
IWD iShares Russell 1000 Value E 0.44% 10,793 $2.1M No change
CAT Caterpillar Inc. 0.43% 5,237 $2.0M Reduce -0.1%
IWM iShares Russell 2000 ETF 0.42% 9,328 $2.0M Reduce -6.2%
IQQQ Proshares NDX High Incom ETF 0.42% 48,768 $2.0M Reduce -7.5%
DVY iShares Select Dividend ETF 0.40% 14,313 $1.9M Add +3.5%
GSST Goldman Sachs Ultra Short Bo 0.39% 36,666 $1.8M New
VYM Vanguard High DVD Yield ETF 0.39% 13,843 $1.8M Add +60.0%
GSEW Goldman Sachs Eql WGHT Large 0.38% 22,575 $1.8M Add +18.0%
ABBV Abbvie Inc. 0.38% 9,757 $1.8M Add +5.7%
MDY State Street SPDR S&P Midcap 0.38% 3,177 $1.8M Reduce -3.0%
BRK.B Berkshire Hathaway Inc. Class B 0.37% 3,607 $1.8M Reduce -0.1%
SLYV SS SPDR S&P 600 SC Val ETF 0.36% 21,433 $1.7M Reduce -1.0%
SDY SS SPDR S&P Dividend ETF 0.35% 12,290 $1.7M Add +391.6%
SPEU State Street SPDR Portfolio 0.34% 33,888 $1.6M Add +20.3%
IVE iShares S&P 500 Value ETF 0.33% 8,195 $1.6M Reduce -1.0%
DFE Wisdomtree Eur S/C Dividend 0.32% 21,925 $1.5M New
VUG Vanguard Mrngstar GR ETF-Sui 0.31% 3,354 $1.5M Reduce -1.8%
MTUM iShares MSCI USA Momentum Fa 0.30% 6,067 $1.5M No change
XOM Exxon Mobil Corp. 0.30% 13,470 $1.5M Reduce -1.5%
JPM JPMorgan Chase & Co. 0.30% 4,971 $1.4M Add +11.2%
IWP iShares Russell Mid-Cap Grow 0.29% 10,048 $1.4M No change
STOT SS DL St Dur TR Tact ETF 0.27% 27,510 $1.3M Reduce -14.2%
KRE SS SPDR S&P Regional Bank 0.25% 20,201 $1.2M Add +341.6%
DFUV Dimensional US Marketwide Va 0.24% 27,355 $1.2M Reduce -5.4%
DFUS Dimensional US Eq MKT ETF 0.24% 16,915 $1.1M No change
ABT Abbott Laboratories 0.23% 8,155 $1.1M Add +0.0%
QUAL iShares MSCI USA Quality Fac 0.23% 6,061 $1.1M Reduce -20.3%
SPMD SS SPDR P S&P 400 Midcap ETF 0.23% 20,181 $1.1M Add +14.5%
TSLA Tesla Inc. 0.23% 3,430 $1.1M Add +9.6%
IUSG iShares Core S&P U.S. Growth 0.22% 6,992 $1.1M Add +0.0%
SPSM SS SPDR P S&P 600 Small Cap 0.22% 24,202 $1.0M Reduce -13.0%
MCD McDonald's Corp. 0.21% 3,505 $1.0M Add +0.0%
VTIP Vanguard Short-Term Tips 0.21% 20,490 $1.0M Reduce -2.5%
XLK SS Technology Select Sector 0.21% 3,973 $1.0M Reduce -1.0%
IBDQ iShares Ibonds Dec 2025 Term 0.21% 39,772 $998K Add +0.9%
SCHD Schwab US DVD Equity ETF 0.20% 35,348 $937K Reduce -68.3%
IXN iShares Global Tech ETF 0.19% 9,868 $911K Add +0.0%
DFAI Dimensional International Co. 0.18% 25,147 $869K Add +8.4%
XNTK SS SPDR Nyse Tech ETF 0.18% 3,631 $862K Reduce -2.8%
MCK McKesson Corp. 0.18% 1,165 $854K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.18% 17,387 $850K Reduce -22.6%
AVGO Broadcom Inc. 0.16% 2,805 $773K Add +0.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.16% 2,597 $766K No change
UPS United Parcel Service Class B 0.16% 7,547 $762K Reduce -0.3%
DFAC Dimensional US Core Equity 2 0.16% 21,075 $755K Reduce -0.9%
IBDR iShares Ibonds Dec 2026 Term 0.16% 30,926 $747K Add +5.6%
META Meta Platforms Inc. Class A 0.14% 938 $692K Reduce -1.5%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.14% 8,470 $692K No change
IGV iShares Expanded Tech-Softwa 0.14% 6,245 $684K New
CVX Chevron Corp. 0.14% 4,683 $671K Reduce -0.6%
MRK Merck & Co. Inc. 0.13% 8,101 $641K Reduce -0.1%
ISPY Proshares S&P High Incom ETF 0.13% 14,949 $632K Add +4.8%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.13% 1,430 $630K No change
FSMB First Trust Short Dur Manag 0.13% 31,491 $627K No change
WM Waste Management Inc. 0.13% 2,687 $615K No change
AVMC Avantis US Mid Cap Eq ETF 0.13% 9,067 $600K Add +32.9%
USMV iShares MSCI USA Min Vol Fac 0.12% 6,336 $595K No change
IVW iShares S&P 500 Growth ETF 0.12% 5,200 $573K No change
FHLC Fidelity MSCI Health Care 0.12% 8,940 $572K No change
GE General Electric filed as GE AEROSPACE 0.12% 2,207 $568K Add +0.1%
ULST SS Ultra Short TM Bond ETF 0.12% 14,001 $567K Reduce -51.7%
FTCS First Trust Capital Strength 0.12% 6,164 $560K No change
SGOV iShares 0-3 Month Treasury B 0.12% 5,582 $560K Reduce -23.4%
HD Home Depot Inc. 0.12% 1,503 $551K Add +108.5%
VOO Vanguard S&P 500 ETF 0.11% 945 $537K No change
TOUS T Rowe PRC International Eq 0.10% 15,135 $490K New
DFNM Dimensional National Muni BD 0.10% 10,007 $475K Reduce -17.3%
IBMN iShares Ibonds Dec 2025 Term 0.10% 17,307 $462K Add +0.0%
VTES Vanguard SH Term Tax-Ex Bond 0.09% 4,499 $453K Reduce -3.9%
WPC WP Carey Inc. 0.09% 7,188 $448K No change
XLF SS Financial Select Sector 0.09% 8,375 $439K Reduce -10.3%
FTEC Fidelity MSCI Info Tech Indx 0.09% 2,204 $435K Reduce -2.2%
BIL SS SPDR BB 1-3M T-Bill ETF 0.09% 4,600 $421K Add +10.9%
GLD SPDR Gold Shares 0.09% 1,376 $419K No change
DFAU Dimensional US Core Equity M 0.09% 9,875 $418K Reduce -32.5%
EFA iShares MSCI Eafe ETF 0.08% 4,506 $403K No change
IBTH iShares Ibonds Dec 2027 Term 0.08% 17,915 $402K Add +5.0%
COST Costco Wholesale Corp. 0.08% 399 $395K No change
NVDA Nvidia Corp. 0.08% 2,408 $380K Add +14.4%
VPLS Vanguard Core-Plus Bond ETF 0.08% 4,895 $379K Add +52.0%
BUD Anheuser-Busch Inbev-SPN ADR 0.08% 5,500 $378K No change
GOOG Alphabet Inc. Class C 0.08% 2,130 $378K Add +0.3%
RTX RTX Corp. 0.08% 2,583 $377K Reduce -7.7%
NEE Nextera Energy Inc. 0.08% 5,428 $377K Add +0.3%
VZ Verizon Communications Inc. 0.08% 8,357 $362K Add +0.1%
IWV iShares Russell 3000 ETF 0.07% 1,009 $354K No change
OSEA Harbor Intl Compounders ETF 0.07% 11,415 $334K Reduce -66.8%
VXUS Vanguard Total Intl Stock 0.07% 4,698 $325K Reduce -1.1%
ATEC Alphatec Holdings Inc. 0.07% 29,185 $324K No change
GLDM SPDR Gold Minishares Trust 0.07% 4,812 $315K Add +8.5%
AMZN Amazon.com Inc. 0.06% 1,387 $304K Add +22.5%
GEV GE Vernova Inc. 0.06% 550 $291K New
PG The Procter & Gamble Co. 0.06% 1,803 $287K Add +0.1%
TMO Thermo Fisher Scientific Inc. 0.06% 708 $287K No change
PFE Pfizer Inc. 0.06% 11,460 $278K Reduce -3.8%
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd 0.06% 5,402 $267K New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.05% 3,251 $261K Reduce -9.5%
TOTL SS Doubleline TR Tact ETF 0.05% 6,531 $261K Add +11.9%
ETN Eaton Corp. PLC 0.05% 726 $259K New
SPYV SS SPDR P S&P 500 Value ETF 0.05% 4,885 $256K Reduce -31.2%
XLE SS Energy Select Sector 0.05% 2,935 $249K No change
KO The Coca-Cola Co. 0.05% 3,400 $241K No change
RJF Raymond James Financial Inc. 0.05% 1,563 $239K No change
VLUE iShares MSCI USA Value Facto 0.05% 2,010 $228K No change
WMT Walmart Inc. 0.05% 2,322 $227K Add +0.3%
AXP American Express Co. 0.04% 652 $208K New
IBMO iShares Ibonds Dec 2026 Term 0.04% 8,000 $205K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 1,637 $203K New
PEP Pepsico Inc. 0.04% 1,527 $202K No change
GLTC Geltech Solutions Inc. 0.00% 85,556 $0 No change

Portfolio Sells Q1 2025 → Q2 2025
HFXI Nylim Ftse Intr Eq CN ETF-Ui Sold out 0.00% −0.80
SPBO SS SPDR P Corp. Bond ETF Sold out 0.00% −0.70
JMBS Janus Henderson Mortg Backed Sold out 0.00% −0.70
SCHD Schwab US DVD Equity ETF Reduce -68.3% 0.20% −0.52
ZROZ PIMCO 25+ YR Zero CPN US Tif Sold out 0.00% −0.39
GBIL Goldman Sachs Access Treasur Reduce -7.2% 2.04% −0.39
JPEF JPMorgan Equity Focus ETF Sold out 0.00% −0.35
EVTR Eaton Vance Total Return Reduce -9.6% 1.41% −0.30
AGG iShares Core U.S. Aggregate Reduce -9.1% 1.39% −0.29
SPAB SS SPDR P Agg Bond ETF Reduce -5.6% 1.55% −0.25
IBTF iShares Ibonds Dec 2025 Term Reduce -5.7% 1.44% −0.25
JHMM John Hancock Multi Fact Mid Reduce -6.0% 2.23% −0.22
IXJ iShares Global Healthcare Et Sold out 0.00% −0.21
MCHI iShares MSCI China ETF Sold out 0.00% −0.18
IEF iShares 7-10 Year Treasury B Sold out 0.00% −0.18
JAAA Janus Henderson Aaa Clo ETF Reduce -0.7% 1.45% −0.16
ULST SS Ultra Short TM Bond ETF Reduce -51.7% 0.12% −0.15
OSEA Harbor Intl Compounders ETF Reduce -66.8% 0.07% −0.14
IUSV iShares Core S&P U.S. Value Reduce -0.1% 1.80% −0.13
SRLN SS Blackstone Sr Loan ETF Sold out 0.00% −0.11
RSP Invesco S&P 500 Equal Weight Reduce -2.7% 1.24% −0.10
IEFA iShares Core MSCI Eafe ETF Reduce -8.8% 1.03% −0.10
VTEB Vanguard Tax-Exempt Bond ETF Reduce -22.6% 0.18% −0.08
STOT SS DL St Dur TR Tact ETF Reduce -14.2% 0.27% −0.08
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.1% 0.37% −0.08
XOM Exxon Mobil Corp. Reduce -1.5% 0.30% −0.07
IJH iShares Core S&P Midcap ETF Reduce -0.5% 1.71% −0.07
QUAL iShares MSCI USA Quality Fac Reduce -20.3% 0.23% −0.07
IJR iShares Core S&P Small-Cap E Reduce -0.7% 0.99% −0.06
IQQQ Proshares NDX High Incom ETF Reduce -7.5% 0.42% −0.06
IYH iShares U.S. Healthcare ETF Sold out 0.00% −0.05
SGOV iShares 0-3 Month Treasury B Reduce -23.4% 0.12% −0.05
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.05
SPSM SS SPDR P S&P 600 Small Cap Reduce -13.0% 0.22% −0.05
DFAU Dimensional US Core Equity M Reduce -32.5% 0.09% −0.04
BNDX Vanguard Total Intl Bond ETF Reduce -0.1% 0.47% −0.04
BTT BlackRock 2030 Muni TRGT TRM Reduce -1.5% 0.49% −0.04
CVX Chevron Corp. Reduce -0.6% 0.14% −0.04
IWM iShares Russell 2000 ETF Reduce -6.2% 0.42% −0.04
MRK Merck & Co. Inc. Reduce -0.1% 0.13% −0.03
DFNM Dimensional National Muni BD Reduce -17.3% 0.10% −0.03
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -1.0% 6.29% −0.03
SLYV SS SPDR S&P 600 SC Val ETF Reduce -1.0% 0.36% −0.03
DFUV Dimensional US Marketwide Va Reduce -5.4% 0.24% −0.03
UPS United Parcel Service Class B Reduce -0.3% 0.16% −0.03
SPYV SS SPDR P S&P 500 Value ETF Reduce -31.2% 0.05% −0.03
IVE iShares S&P 500 Value ETF Reduce -1.0% 0.33% −0.03
VTIP Vanguard Short-Term Tips Reduce -2.5% 0.21% −0.03
MDY State Street SPDR S&P Midcap Reduce -3.0% 0.38% −0.03
VIG Vanguard Dividend Apprec ETF Reduce -0.7% 0.49% −0.02

Portfolio Buys Q1 2025 → Q2 2025
JBND JPMorgan Active Bond ETF Add +164.8% 2.25% +1.31
EVLN Eaton Vance Floating-Rate Add +120.0% 2.13% +1.07
IXUS iShares Core Intl Stock ETF Add +82.1% 2.04% +0.92
QQQM Invesco Nasdaq 100 ETF Add +85.2% 1.44% +0.71
HYBL SS Blackstone High Inc. ETF New 0.61% +0.61
GSST Goldman Sachs Ultra Short Bo New 0.39% +0.39
QQQ Invesco QQQ Trust Series 1 Add +3.4% 3.50% +0.33
DFE Wisdomtree Eur S/C Dividend New 0.32% +0.32
DYNF Ishrs US E F R A ETF-Usd Inc. Add +10.6% 2.73% +0.30
NOBL Proshares S&P 500 Dividend A Add +78.7% 0.72% +0.27
SDY SS SPDR S&P Dividend ETF Add +391.6% 0.35% +0.27
ITOT iShares Core S&P Total U.S. Add +1.7% 9.38% +0.21
SPTI SS SPDR P Int Term TSY ETF Add +24.3% 1.75% +0.21
KRE SS SPDR S&P Regional Bank Add +341.6% 0.25% +0.19
MSFT Microsoft Corp. Add +4.2% 0.72% +0.15
IGV iShares Expanded Tech-Softwa New 0.14% +0.14
VYM Vanguard High DVD Yield ETF Add +60.0% 0.39% +0.13
DFAX Dimensional World Ex US Core Add +5.0% 1.84% +0.12
TOUS T Rowe PRC International Eq New 0.10% +0.10
BINC iShares Flex I A ETF-Usd Inc. Add +15.2% 1.65% +0.08
BBJP JPMorgan Betabuilders Japan Add +2.8% 2.75% +0.08
IWF iShares Russell 1000 Growth Add +0.6% 1.05% +0.07
GEV GE Vernova Inc. New 0.06% +0.06
SPEU State Street SPDR Portfolio Add +20.3% 0.34% +0.06
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd New 0.06% +0.06
HD Home Depot Inc. Add +108.5% 0.12% +0.05
ETN Eaton Corp. PLC New 0.05% +0.05
AVGO Broadcom Inc. Add +0.2% 0.16% +0.05
GSEW Goldman Sachs Eql WGHT Large Add +18.0% 0.38% +0.05
JPM JPMorgan Chase & Co. Add +11.2% 0.30% +0.05
AXP American Express Co. New 0.04% +0.04
DIS The Walt Disney Co. New 0.04% +0.04
TSLA Tesla Inc. Add +9.6% 0.23% +0.04
AVMC Avantis US Mid Cap Eq ETF Add +32.9% 0.13% +0.03
NVDA Nvidia Corp. Add +14.4% 0.08% +0.03
DCOR Dimensional US Core Eq 1 ETF Add +4.1% 0.76% +0.02
SPMD SS SPDR P S&P 400 Midcap ETF Add +14.5% 0.23% +0.02
VPLS Vanguard Core-Plus Bond ETF Add +52.0% 0.08% +0.02
IXN iShares Global Tech ETF Add +0.0% 0.19% +0.02
GE General Electric Add +0.1% 0.12% +0.02
IUSG iShares Core S&P U.S. Growth Add +0.0% 0.22% +0.02
DFAI Dimensional International Co. Add +8.4% 0.18% +0.02
AMZN Amazon.com Inc. Add +22.5% 0.06% +0.01
IEMG iShares Core MSCI Emerging Add +0.6% 0.75% +0.01
GLDM SPDR Gold Minishares Trust Add +8.5% 0.07% +0.00
GOOG Alphabet Inc. Class C Add +0.3% 0.08% +0.00
TOTL SS Doubleline TR Tact ETF Add +11.9% 0.05% +0.00
BIL SS SPDR BB 1-3M T-Bill ETF Add +10.9% 0.09% +0.00
WMT Walmart Inc. Add +0.3% 0.05% +0.00
IBTH iShares Ibonds Dec 2027 Term Add +5.0% 0.08% −0.00

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