Eldridge Investment Advisors, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Eldridge Investment Advisors, Inc. reported 154 stock positions worth $456.2 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 10.2% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 7.5%) and iShares Core S&P 500 ETF (IVV, 5.6%). Compared with Q4 2025, it opened 9 new positions, sold out of 12, added to 53 and reduced 61. The biggest buy was Goldman Sachs Ultra Short Bo (GSST, shares +146%) and the biggest sale JPMorgan Active Growth ETF (JGRO, shares −56%).

Most Recent 13F
Q2 2026
Location
MANCHESTER, NH
CIK
0001727993
Portfolio Value
$456.2M (Q1 2026)
SEC Filing
0001727993-26-000004 ↗ filed May 11, 2026

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 Q2 2025 Q3 2025: $439.2M Q3 2025 Q4 2025: $454.1M Q4 2025 Q1 2026: $456.2M $456.2M Q1 2026 Q2 2026: $504.9M Q2 2026

Holdings 154 stocks · $456.2M
ITOT iShares Core S&P Total U.S. 10.24% 328,100 $46.7M Reduce -1.4%
SPYM Ste STR SPDR PT S&P 500 ETF 7.52% 448,178 $34.3M Add +10.1%
IVV iShares Core S&P 500 ETF 5.59% 39,024 $25.5M Reduce -1.3%
DYNF Ishrs US E F R A ETF-Usd Inc. 4.25% 333,094 $19.4M Add +13.3%
JBND JPMorgan Active Bond ETF 3.51% 297,825 $16.0M Add +11.5%
RLY SS Multi-Asset Real Ret ETF 3.02% 381,530 $13.8M Add +3.9%
SPTI SS SPDR P Int Term TSY ETF 2.78% 444,230 $12.7M Add +6.2%
BBJP JPMorgan Betabuilders Japan 2.75% 182,206 $12.6M Add +2.9%
JHMM John Hancock Multi Fact Mid 2.72% 185,100 $12.4M Reduce -5.8%
JHPI John Hancock Preferred Incom 2.67% 539,553 $12.2M Reduce -0.1%
IXUS iShares Core Intl Stock ETF 2.45% 129,029 $11.2M Add +1.7%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 2.32% 192,594 $10.6M Add +0.4%
DFAX Dimensional World Ex US Core 2.31% 309,641 $10.5M Add +3.6%
QQQ Invesco QQQ Trust Series 1 2.29% 18,067 $10.4M Reduce -1.6%
BINC iShares Flex I A ETF-Usd Inc. 2.04% 179,034 $9.3M Add +12.0%
GBIL Goldman Sachs Access Treasur 2.03% 92,615 $9.3M Reduce -0.9%
EVLN Eaton Vance Floating-Rate 1.90% 179,581 $8.7M Reduce -5.5%
EVTR Eaton Vance Total Return 1.53% 137,115 $7.0M Reduce -0.5%
JAAA Janus Henderson Aaa Clo ETF 1.39% 125,932 $6.3M Reduce -3.5%
RSP Invesco S&P 500 Equal Weight 1.34% 31,952 $6.1M Reduce -1.4%
QQQM Invesco Nasdaq 100 ETF 1.31% 25,092 $6.0M Add +18.4%
AAPL Apple Inc. 1.28% 23,016 $5.8M Reduce -2.4%
GSST Goldman Sachs Ultra Short Bo 1.25% 112,773 $5.7M Add +146.1%
KRE SS SPDR S&P Regional Bank 1.15% 80,655 $5.3M Add +57.8%
IEMG iShares Core MSCI Emerging 1.08% 70,504 $4.9M Add +44.5%
SPAB SS SPDR P Agg Bond ETF 1.03% 183,367 $4.7M Reduce -29.0%
DCOR Dimensional US Core Eq 1 ETF 1.02% 64,364 $4.6M Add +1.7%
IBTG iShares Ibonds Dec 2026 Term 1.00% 200,301 $4.6M Reduce -35.2%
IBTH iShares Ibonds Dec 2027 Term 0.97% 198,274 $4.4M Add +75.8%
RDVY First Trust Rising Dividend 0.87% 58,359 $4.0M Add +44.9%
VYM Vanguard High DVD Yield ETF 0.82% 25,115 $3.7M Add +74.7%
CAT Caterpillar Inc. 0.80% 5,131 $3.6M Reduce -0.3%
DFLV Dim US Large Cap Value ETF 0.73% 93,620 $3.3M Add +117.6%
PYLD PIMCO Multisector Bond Actv 0.69% 119,803 $3.1M New
VTI VG Morningstar TS MKT ETF-US 0.59% 8,429 $2.7M Add +0.3%
MSFT Microsoft Corp. 0.54% 6,680 $2.5M Reduce -6.4%
BTT BlackRock 2030 Muni TRGT TRM 0.54% 107,608 $2.4M Add +0.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.52% 3,624 $2.4M Add +0.7%
EVSD Eaton Vance SHRT Dur Inc. 0.50% 44,759 $2.3M Reduce -19.9%
DVY iShares Select Dividend ETF 0.50% 14,972 $2.3M Add +0.5%
XOM Exxon Mobil Corp. 0.50% 13,352 $2.3M Reduce -0.8%
IWM iShares Russell 2000 ETF 0.47% 8,656 $2.1M Add +0.5%
JGRO JPMorgan Active Growth ETF 0.47% 25,302 $2.1M Reduce -56.0%
ABBV Abbvie Inc. 0.46% 9,563 $2.1M Add +0.0%
IWD iShares Russell 1000 Value E 0.38% 8,180 $1.7M Add +0.0%
BRK.B Berkshire Hathaway Inc. Class B 0.38% 3,597 $1.7M Reduce -1.0%
IBDR iShares Ibonds Dec 2026 Term 0.37% 70,061 $1.7M Add +2.2%
IVE iShares S&P 500 Value ETF 0.36% 7,885 $1.7M No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.34% 26,219 $1.6M Add +0.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.33% 3,477 $1.5M Reduce -0.4%
MTUM iShares MSCI USA Momentum Fa 0.32% 6,067 $1.5M No change
AIRR First Trust Rba American Ind 0.32% 13,143 $1.5M Reduce -21.9%
IJR iShares Core S&P Small-Cap E 0.31% 11,530 $1.4M Reduce -5.2%
JPM JPMorgan Chase & Co. 0.31% 4,871 $1.4M Reduce -3.4%
IWF iShares Russell 1000 Growth 0.31% 3,320 $1.4M Reduce -4.7%
DFUV Dimensional US Marketwide Va 0.30% 27,995 $1.4M Add +0.7%
DFAE Dimensional Emerging Core Eq 0.29% 38,968 $1.3M Add +148.6%
IWP iShares Russell Mid-Cap Grow 0.29% 10,293 $1.3M Reduce -2.4%
OPPJ Wisdomtree Japan Opportuniti 0.28% 23,777 $1.3M Reduce -15.4%
MDY State Street SPDR S&P Midcap 0.28% 2,069 $1.3M Reduce -2.4%
TSLA Tesla Inc. 0.26% 3,129 $1.2M Reduce -1.3%
IUSV iShares Core S&P U.S. Value 0.25% 11,102 $1.1M Reduce -2.0%
VTEB Vanguard Tax-Exempt Bond ETF 0.25% 22,534 $1.1M Add +20.7%
DFUS Dimensional US Eq MKT ETF 0.24% 15,471 $1.1M Add +0.1%
MCD McDonald's Corp. 0.24% 3,504 $1.1M Reduce -1.4%
SPSM SS SPDR P S&P 600 Small Cap 0.23% 22,187 $1.1M Reduce -0.1%
IUSG iShares Core S&P U.S. Growth 0.23% 6,844 $1.1M Reduce -2.1%
XLK SS Technology Select Sector 0.23% 7,897 $1.0M No change
MCK McKesson Corp. 0.22% 1,165 $1.0M No change
DFAI Dimensional International Co. 0.22% 25,276 $985K Add +0.8%
QUAL iShares MSCI USA Quality Fac 0.21% 5,106 $979K Reduce -4.0%
IXN iShares Global Tech ETF 0.21% 9,776 $977K Reduce -0.8%
CVX Chevron Corp. 0.21% 4,527 $937K Reduce -2.9%
DFAC Dimensional US Core Equity 2 0.19% 22,485 $874K Add +0.4%
AVGO Broadcom Inc. 0.19% 2,805 $868K No change
ABT Abbott Laboratories 0.18% 8,086 $830K Add +0.0%
VSDB Vanguard Short Dur Bond ETF 0.18% 10,802 $824K New
MRK Merck & Co. Inc. 0.18% 6,793 $817K Reduce -13.7%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.18% 17,800 $817K Add +1.1%
GPIX GLDM SA S&P 500 PR in ETF-US 0.17% 15,477 $769K Reduce -43.7%
SCHD Schwab US DVD Equity ETF 0.17% 24,918 $764K Add +0.1%
UPS United Parcel Service Class B 0.16% 7,571 $745K Add +0.1%
IJH iShares Core S&P Midcap ETF 0.15% 10,262 $693K Reduce -1.0%
TOUS T Rowe PRC International Eq 0.15% 19,557 $676K Add +11.1%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.15% 1,430 $662K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.14% 2,622 $636K Reduce -1.3%
GE General Electric filed as GE AEROSPACE 0.14% 2,222 $631K Reduce -2.1%
FSMB First Trust Short Dur Manag 0.14% 31,491 $629K No change
GLD SPDR Gold Shares 0.14% 1,437 $618K No change
WM Waste Management Inc. 0.14% 2,687 $617K No change
GLDM SPDR Gold Minishares Trust 0.14% 6,652 $617K Reduce -3.1%
FHLC Fidelity MSCI Health Care 0.13% 8,721 $614K No change
VOO Vanguard S&P 500 ETF 0.13% 1,015 $606K Add +1.4%
NOBL Proshares S&P 500 Dividend A 0.13% 5,719 $606K Reduce -69.4%
FEGE First Eagle GL Equity ETF 0.13% 12,813 $602K Add +28.0%
IBMO iShares Ibonds Dec 2026 Term 0.13% 23,050 $591K Add +1.8%
IVW iShares S&P 500 Growth ETF 0.13% 5,200 $588K No change
FTCS First Trust Capital Strength 0.13% 6,164 $572K No change
SLYV SS SPDR S&P 600 SC Val ETF 0.12% 5,965 $564K Add +1.8%
GOOG Alphabet Inc. Class C 0.12% 1,966 $564K No change
HD Home Depot Inc. 0.12% 1,701 $559K No change
USMV iShares MSCI USA Min Vol Fac 0.12% 5,811 $539K No change
GSEW Goldman Sachs Eql WGHT Large 0.12% 6,195 $524K Reduce -1.4%
NEE Nextera Energy Inc. 0.11% 5,471 $508K Add +0.2%
WPC WP Carey Inc. 0.11% 7,188 $488K No change
IBTI iShares Ibonds Dec 2028 Term 0.11% 21,867 $486K New
NVDA Nvidia Corp. 0.11% 2,778 $484K Reduce -17.6%
META Meta Platforms Inc. Class A 0.11% 840 $481K Reduce -1.8%
RTX RTX Corp. 0.11% 2,490 $480K No change
SGOV iShares 0-3 Month Treasury B 0.10% 4,734 $477K Add +0.9%
DFNM Dimensional National Muni BD 0.10% 9,895 $474K Reduce -1.3%
AVMC Avantis US Mid Cap Eq ETF 0.10% 6,538 $472K Reduce -5.6%
GEV GE Vernova Inc. 0.10% 540 $471K Reduce -1.8%
XLF SS Financial Select Sector 0.10% 9,520 $470K Add +0.9%
VTES Vanguard SH Term Tax-Ex Bond 0.10% 4,599 $464K Add +2.2%
DFAU Dimensional US Core Equity M 0.10% 9,792 $442K Add +0.0%
VXUS Vanguard Total Intl Stock 0.10% 5,703 $440K No change
VPLS Vanguard Core-Plus Bond ETF 0.09% 5,545 $429K Add +9.1%
XLE SS Energy Select Sector 0.09% 6,845 $419K Reduce -3.5%
HYBL SS Blackstone High Inc. ETF 0.09% 15,053 $419K Reduce -77.3%
COST Costco Wholesale Corp. 0.09% 399 $398K Reduce -4.3%
JTEK JPMorgan US Tech Leaders 0.09% 4,904 $390K Reduce -0.8%
BUD Anheuser-Busch Inbev-SPN ADR 0.08% 5,500 $382K No change
SDY SS SPDR S&P Dividend ETF 0.08% 2,590 $378K Reduce -1.9%
OSEA Harbor Intl Compounders ETF 0.08% 12,710 $368K No change
IWV iShares Russell 3000 ETF 0.08% 944 $350K No change
TMO Thermo Fisher Scientific Inc. 0.08% 708 $348K Reduce -5.8%
BIL SS SPDR BB 1-3M T-Bill ETF 0.07% 3,710 $339K Reduce -15.6%
VZ Verizon Communications Inc. 0.07% 6,745 $339K Add +0.2%
EFA iShares MSCI Eafe ETF 0.07% 3,452 $335K No change
IBMP iShares Ibonds Dec 2027 Term 0.07% 12,900 $328K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.07% 1,558 $306K No change
AMZN Amazon.com Inc. 0.06% 1,387 $289K Reduce -11.5%
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd 0.06% 5,827 $286K Reduce -4.1%
VLUE iShares MSCI USA Value Facto 0.06% 2,010 $286K No change
WMT Walmart Inc. 0.06% 2,297 $285K Reduce -7.1%
IBHF iShares Ibond 2026 HY & Inc. 0.06% 11,345 $260K Add +22.0%
ETN Eaton Corp. PLC 0.06% 726 $260K No change
VTIP Vanguard Short-Term Tips 0.05% 4,931 $246K No change
KO The Coca-Cola Co. 0.05% 3,200 $243K Reduce -5.9%
IYR iShares US Real Estate ETF 0.05% 2,450 $232K Add +4.1%
IEFA iShares Core MSCI Eafe ETF 0.05% 2,518 $228K New
XLV SS Health Care Select Sector 0.05% 1,540 $226K Add +4.0%
RJF Raymond James Financial Inc. 0.05% 1,563 $225K No change
CSX CSX Corp. 0.05% 5,424 $223K New
DFAS Dimensional US Small Cap ETF 0.05% 3,094 $220K New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.05% 2,757 $219K No change
PAPI Parametric Equity Prem Inco 0.05% 7,862 $215K New
PFE Pfizer Inc. 0.05% 7,510 $211K New
PEP Pepsico Inc. 0.05% 1,327 $206K Reduce -13.1%
APH Amphenol Corp. Class A 0.04% 1,622 $205K Reduce -4.7%
ATEC Alphatec Holdings Inc. 0.04% 17,585 $191K No change
AIZ Assurant Inc. 0.00% 32 $7K New
GLTC Geltech Solutions Inc. 0.00% 85,556 $0 No change

Portfolio Sells Q4 2025 → Q1 2026
JGRO JPMorgan Active Growth ETF Reduce -56.0% 0.47% −0.71
ITOT iShares Core S&P Total U.S. Reduce -1.4% 10.24% −0.65
IBTG iShares Ibonds Dec 2026 Term Reduce -35.2% 1.00% −0.55
SPAB SS SPDR P Agg Bond ETF Reduce -29.0% 1.03% −0.44
IQQQ Proshares NDX High Incom ETF Sold out 0.00% −0.41
IVV iShares Core S&P 500 ETF Reduce -1.3% 5.59% −0.38
HYBL SS Blackstone High Inc. ETF Reduce -77.3% 0.09% −0.32
NOBL Proshares S&P 500 Dividend A Reduce -69.4% 0.13% −0.30
STOT SS DL St Dur TR Tact ETF Sold out 0.00% −0.27
XNTK SS SPDR Nyse Tech ETF Sold out 0.00% −0.25
DFSV Dimensional US Small Cap Val Sold out 0.00% −0.23
MSFT Microsoft Corp. Reduce -6.4% 0.54% −0.22
QQQ Invesco QQQ Trust Series 1 Reduce -1.6% 2.29% −0.20
EVLN Eaton Vance Floating-Rate Reduce -5.5% 1.90% −0.17
GPIX GLDM SA S&P 500 PR in ETF-US Reduce -43.7% 0.17% −0.15
EVSD Eaton Vance SHRT Dur Inc. Reduce -19.9% 0.50% −0.13
AAPL Apple Inc. Reduce -2.4% 1.28% −0.13
JHMM John Hancock Multi Fact Mid Reduce -5.8% 2.72% −0.11
FTEC Fidelity MSCI Info Tech Indx Sold out 0.00% −0.11
ISPY Proshares S&P High Incom ETF Sold out 0.00% −0.10
JAAA Janus Henderson Aaa Clo ETF Reduce -3.5% 1.39% −0.06
TSLA Tesla Inc. Reduce -1.3% 0.26% −0.06
PG The Procter & Gamble Co. Sold out 0.00% −0.06
GOOGL Alphabet Inc. Class A Sold out 0.00% −0.06
AXP American Express Co. Sold out 0.00% −0.05
IWF iShares Russell 1000 Growth Reduce -4.7% 0.31% −0.05
IGV iShares Expanded Tech-Softwa Sold out 0.00% −0.05
SPYV SS SPDR P S&P 500 Value ETF Sold out 0.00% −0.05
DIS The Walt Disney Co. Sold out 0.00% −0.05
AIRR First Trust Rba American Ind Reduce -21.9% 0.32% −0.05
JHPI John Hancock Preferred Incom Reduce -0.1% 2.67% −0.05
JPM JPMorgan Chase & Co. Reduce -3.4% 0.31% −0.04
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.4% 0.33% −0.04
EVTR Eaton Vance Total Return Reduce -0.5% 1.53% −0.04
IBM Intl Business Machines Corp. Reduce -1.3% 0.14% −0.03
NVDA Nvidia Corp. Reduce -17.6% 0.11% −0.03
IWP iShares Russell Mid-Cap Grow Reduce -2.4% 0.29% −0.03
IUSG iShares Core S&P U.S. Growth Reduce -2.1% 0.23% −0.03
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.0% 0.38% −0.02
GBIL Goldman Sachs Access Treasur Reduce -0.9% 2.03% −0.02
RSP Invesco S&P 500 Equal Weight Reduce -1.4% 1.34% −0.02
TMO Thermo Fisher Scientific Inc. Reduce -5.8% 0.08% −0.02
META Meta Platforms Inc. Class A Reduce -1.8% 0.11% −0.02
QUAL iShares MSCI USA Quality Fac Reduce -4.0% 0.21% −0.02
AMZN Amazon.com Inc. Reduce -11.5% 0.06% −0.02
GE General Electric Reduce -2.1% 0.14% −0.02
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -15.6% 0.07% −0.01
IXN iShares Global Tech ETF Reduce -0.8% 0.21% −0.01
JTEK JPMorgan US Tech Leaders Reduce -0.8% 0.09% −0.01
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd Reduce -4.1% 0.06% −0.01

Portfolio Buys Q4 2025 → Q1 2026
GSST Goldman Sachs Ultra Short Bo Add +146.1% 1.25% +0.74
PYLD PIMCO Multisector Bond Actv New 0.69% +0.69
RLY SS Multi-Asset Real Ret ETF Add +3.9% 3.02% +0.48
KRE SS SPDR S&P Regional Bank Add +57.8% 1.15% +0.42
IBTH iShares Ibonds Dec 2027 Term Add +75.8% 0.97% +0.41
DFLV Dim US Large Cap Value ETF Add +117.6% 0.73% +0.41
VYM Vanguard High DVD Yield ETF Add +74.7% 0.82% +0.36
IEMG iShares Core MSCI Emerging Add +44.5% 1.08% +0.36
JBND JPMorgan Active Bond ETF Add +11.5% 3.51% +0.33
SPYM Ste STR SPDR PT S&P 500 ETF Add +10.1% 7.52% +0.33
DYNF Ishrs US E F R A ETF-Usd Inc. Add +13.3% 4.25% +0.31
RDVY First Trust Rising Dividend Add +44.9% 0.87% +0.26
BBJP JPMorgan Betabuilders Japan Add +2.9% 2.75% +0.18
VSDB Vanguard Short Dur Bond ETF New 0.18% +0.18
BINC iShares Flex I A ETF-Usd Inc. Add +12.0% 2.04% +0.18
DFAE Dimensional Emerging Core Eq Add +148.6% 0.29% +0.18
DFAX Dimensional World Ex US Core Add +3.6% 2.31% +0.15
QQQM Invesco Nasdaq 100 ETF Add +18.4% 1.31% +0.13
SPTI SS SPDR P Int Term TSY ETF Add +6.2% 2.78% +0.12
IBTI iShares Ibonds Dec 2028 Term New 0.11% +0.11
IXUS iShares Core Intl Stock ETF Add +1.7% 2.45% +0.09
IEFA iShares Core MSCI Eafe ETF New 0.05% +0.05
CSX CSX Corp. New 0.05% +0.05
DFAS Dimensional US Small Cap ETF New 0.05% +0.05
PAPI Parametric Equity Prem Inco New 0.05% +0.05
PFE Pfizer Inc. New 0.05% +0.05
VTEB Vanguard Tax-Exempt Bond ETF Add +20.7% 0.25% +0.04
DVY iShares Select Dividend ETF Add +0.5% 0.50% +0.03
FEGE First Eagle GL Equity ETF Add +28.0% 0.13% +0.03
SCHD Schwab US DVD Equity ETF Add +0.1% 0.17% +0.02
NEE Nextera Energy Inc. Add +0.2% 0.11% +0.01
TOUS T Rowe PRC International Eq Add +11.1% 0.15% +0.01
VZ Verizon Communications Inc. Add +0.2% 0.07% +0.01
XLU St Sr Utl SL SE SPDR ETF-Usd Add +1.1% 0.18% +0.01
DFUV Dimensional US Marketwide Va Add +0.7% 0.30% +0.01
IBHF iShares Ibond 2026 HY & Inc. Add +22.0% 0.06% +0.01
SPMD SS SPDR P S&P 400 Midcap ETF Add +0.7% 0.34% +0.01
VPLS Vanguard Core-Plus Bond ETF Add +9.1% 0.09% +0.01
IBDR iShares Ibonds Dec 2026 Term Add +2.2% 0.37% +0.01
SLYV SS SPDR S&P 600 SC Val ETF Add +1.8% 0.12% +0.01
DFAI Dimensional International Co. Add +0.8% 0.22% +0.01
IWD iShares Russell 1000 Value E Add +0.0% 0.38% +0.00
IWM iShares Russell 2000 ETF Add +0.5% 0.47% +0.00
IYR iShares US Real Estate ETF Add +4.1% 0.05% +0.00
IBMO iShares Ibonds Dec 2026 Term Add +1.8% 0.13% +0.00
AIZ Assurant Inc. New 0.00% +0.00
VTES Vanguard SH Term Tax-Ex Bond Add +2.2% 0.10% +0.00
SGOV iShares 0-3 Month Treasury B Add +0.9% 0.10% +0.00
XLV SS Health Care Select Sector Add +4.0% 0.05% −0.00
UPS United Parcel Service Class B Add +0.1% 0.16% −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