Essex LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Essex LLC reported 169 stock positions worth $476.2 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 9.5% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 7.4%) and SS SPDR BB St Hi Yield ETF (SJNK, 5.6%). Compared with Q3 2024, it opened 9 new positions, sold out of 8, added to 35 and reduced 96. The biggest buy was Schwab US Large-Cap ETF (SCHX, shares +5%) and the biggest sale Advanced Micro Devices (AMD, shares −2%).

Most Recent 13F
Q2 2026
Location
DEER PARK, IL
CIK
0001889147
Portfolio Value
$476.2M (Q4 2024)
SEC Filing
0001889147-25-000001 ↗ filed Jan 28, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $434.2M Q1 2024 Q2 2024: $447.1M Q2 2024 Q3 2024: $487.8M Q3 2024 Q4 2024: $476.2M $476.2M Q4 2024 Q1 2025: $461.5M Q1 2025 Q2 2025: $508.1M Q2 2025 Q3 2025: $551.8M Q3 2025 Q4 2025: $564.4M Q4 2025 Q1 2026: $566.5M Q1 2026 Q2 2026: $658.8M Q2 2026

Holdings 169 stocks · $476.2M
VCIT Vanguard Int-Term Corporate 9.47% 561,639 $45.1M Add +4.5%
VCSH Vanguard S/T Corp. Bond ETF 7.36% 449,213 $35.0M Add +2.0%
SJNK SS SPDR BB St Hi Yield ETF 5.58% 1,052,465 $26.6M Add +2.1%
XLK SS Technology Select Sector 5.21% 106,782 $24.8M Reduce -1.0%
SCHX Schwab US Large-Cap ETF 4.43% 909,403 $21.1M Add +4.9%
SCHM Schwab US Mid Cap ETF 3.39% 582,375 $16.1M Add +0.2%
FPEI First Trust Institutional PR 3.30% 840,706 $15.7M Reduce -4.2%
SCHF Schwab Intl Equity ETF 2.80% 720,982 $13.3M Add +1.1%
GS Goldman Sachs Group Inc. 2.77% 23,023 $13.2M Reduce -8.0%
JPST JPMorgan Ultra-Short Income 2.44% 230,834 $11.6M Add +5.5%
SCHA Schwab US Small-Cap ETF 2.22% 408,079 $10.6M Reduce -2.2%
JPM JPMorgan Chase & Co. 1.78% 35,458 $8.5M Reduce -5.4%
AAPL Apple Inc. 1.60% 30,434 $7.6M Reduce -6.4%
XLF SS Financial Select Sector 1.45% 142,446 $6.9M Add +1.9%
MSFT Microsoft Corp. 1.39% 15,709 $6.6M Reduce -3.5%
IYW iShares Ustechnology ETF 1.33% 39,705 $6.3M Reduce -7.1%
AMD Advanced Micro Devices 1.15% 45,359 $5.5M Reduce -1.7%
XLC SS Comm Select Sector SPDR 1.13% 55,667 $5.4M Add +2.9%
DE Deere & Co. 1.11% 12,440 $5.3M Reduce -7.2%
XLI SS Industrial Select Sector 1.05% 38,078 $5.0M Add +3.5%
GOOG Alphabet Inc. Class C 1.00% 24,985 $4.8M Reduce -6.7%
GOOGL Alphabet Inc. Class A 1.00% 25,031 $4.7M Reduce -2.5%
ANGL Vaneck Fallen Angel High YLD 0.96% 159,176 $4.6M Add +4.0%
NVDA Nvidia Corp. 0.95% 33,552 $4.5M Reduce -8.0%
MRSH Marsh & McLennan Cos 0.93% 20,788 $4.4M Reduce -5.5%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.92% 150,567 $4.4M Add +1.2%
XLV SS Health Care Select Sector 0.89% 30,830 $4.2M Add +6.0%
JNJ Johnson & Johnson 0.83% 27,489 $4.0M Reduce -6.9%
MLPX Global X MLP & Energy Infras 0.80% 63,177 $3.8M Reduce -0.9%
RTX RTX Corp. 0.74% 30,465 $3.5M Reduce -6.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.73% 5,960 $3.5M Add +0.3%
PG The Procter & Gamble Co. 0.73% 20,755 $3.5M Reduce -4.3%
EMR Emerson Electric Co. 0.73% 27,983 $3.5M Reduce -7.5%
GD General Dynamics Corp. 0.72% 12,929 $3.4M Reduce -3.4%
SBUX Starbucks Corp. 0.71% 37,160 $3.4M Reduce -6.4%
HON Honeywell International Inc. 0.70% 14,839 $3.4M Reduce -5.4%
GE General Electric filed as GE AEROSPACE 0.69% 19,666 $3.3M Reduce -7.3%
MRK Merck & Co. Inc. 0.68% 32,735 $3.3M Reduce -3.7%
CSCO Cisco Systems Inc. 0.67% 53,635 $3.2M Reduce -8.9%
SCHJ Schwab 1-5 YR Corp. BND ETF 0.66% 128,650 $3.1M Reduce -0.1%
LIN Linde PLC 0.61% 6,940 $2.9M Reduce -10.2%
PEP Pepsico Inc. 0.59% 18,372 $2.8M Reduce -11.5%
META Meta Platforms Inc. Class A 0.58% 4,748 $2.8M Reduce -1.6%
AMZN Amazon.com Inc. 0.56% 12,171 $2.7M Reduce -8.3%
BXP BXP Inc. 0.56% 35,634 $2.6M Reduce -3.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.55% 23,573 $2.6M Reduce -4.8%
XNCR Xencor Inc. 0.55% 113,661 $2.6M Reduce -14.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.54% 11,723 $2.6M Reduce -5.0%
PYPL PayPal Holdings Inc. 0.51% 28,309 $2.4M Reduce -6.9%
SCHI Schwab 5-10 Year Corporate B 0.50% 107,550 $2.4M Reduce -3.4%
SCHB Schwab US Broad Market ETF 0.48% 100,336 $2.3M No change
IVV iShares Core S&P 500 ETF 0.47% 3,782 $2.2M Reduce -1.3%
SWKS Skyworks Solutions Inc. 0.44% 23,781 $2.1M Reduce -19.8%
SHYG iShares 0-5 YR HY Corp. Bond 0.43% 48,454 $2.1M Reduce -5.1%
SO The Southern Co. 0.43% 24,624 $2.0M Reduce -8.4%
XOM Exxon Mobil Corp. 0.41% 18,299 $2.0M Reduce -2.0%
PFE Pfizer Inc. 0.41% 72,725 $1.9M Reduce -5.8%
T AT&T Inc. 0.38% 80,394 $1.8M Reduce -6.3%
IYH iShares U.S. Healthcare ETF 0.38% 31,083 $1.8M Reduce -1.2%
ED Consolidated Edison Inc. 0.34% 18,328 $1.6M Reduce -5.6%
WM Waste Management Inc. 0.34% 7,965 $1.6M Reduce -6.2%
XLP SS Consumer Staples Sel Sect 0.34% 20,357 $1.6M Add +6.1%
XLE SS Energy Select Sector 0.33% 18,141 $1.6M Add +6.4%
LLY Eli Lilly & Co. 0.32% 1,980 $1.5M Add +1.5%
IDU iShares US Utilities ETF 0.32% 15,870 $1.5M Reduce -4.3%
GEV GE Vernova Inc. 0.30% 4,367 $1.4M Reduce -8.4%
IYJ iShares U.S. Industrials ETF 0.29% 10,185 $1.4M Reduce -3.8%
VRSN Verisign Inc. 0.28% 6,432 $1.3M Reduce -9.7%
AIQ Global X Art Intel & Tech 0.28% 34,108 $1.3M Reduce -7.5%
XLB SS Materials Select Sector 0.27% 15,481 $1.3M Add +3.8%
IYF iShares US Financials ETF 0.27% 11,601 $1.3M Reduce -0.2%
VXUS Vanguard Total Intl Stock 0.26% 21,345 $1.3M Add +1.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.25% 6,930 $1.2M Add +0.5%
ANET Arista Networks Inc. 0.25% 10,564 $1.2M Reduce -10.2%
VIG Vanguard Dividend Apprec ETF 0.24% 5,896 $1.2M Add +0.8%
FPE FT-Preferred Secur & Inc. ETF 0.24% 64,375 $1.1M Reduce -0.1%
EXC Exelon Corp. 0.24% 29,985 $1.1M Reduce -12.7%
VTI VG Morningstar TS MKT ETF-US 0.23% 3,851 $1.1M Reduce -0.9%
IJJ iShares S&P Mid-Cap 400 Valu 0.23% 8,824 $1.1M Reduce -2.0%
NFLX Netflix Inc. 0.23% 1,204 $1.1M No change
KMI Kinder Morgan Inc. 0.22% 38,791 $1.1M Reduce -6.7%
BUG Global X Cybersecurity ETF 0.21% 31,140 $999K Reduce -5.4%
MA Mastercard Inc. Class A 0.21% 1,880 $990K Reduce -1.1%
TT Trane Technologies PLC 0.20% 2,577 $952K Reduce -1.9%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.20% 12,498 $946K Add +6.2%
BRK.B Berkshire Hathaway Inc. Class B 0.20% 2,054 $931K Reduce -10.9%
SCHG Schwab US Large-Cap Growth 0.19% 32,786 $914K Reduce -1.8%
IYK iShares US Consumer Staples 0.18% 12,740 $836K Reduce -2.1%
DD Dupont DE Nemours Inc. 0.17% 10,364 $790K Reduce -3.5%
PINS Pinterest Inc. Class A 0.16% 26,944 $781K Reduce -6.1%
COST Costco Wholesale Corp. 0.16% 831 $761K Reduce -8.8%
XLY SS Consumer Disc Select Sect 0.16% 3,361 $754K Add +7.0%
QQQ Invesco QQQ Trust Series 1 0.15% 1,395 $713K No change
CTVA Corteva Inc. 0.15% 12,399 $706K Reduce -3.3%
VWO Vanguard Ftse Emerging Marke 0.15% 15,802 $696K Reduce -11.9%
VOO Vanguard S&P 500 ETF 0.14% 1,275 $687K Reduce -22.8%
USFR Wisdomtree Floating Rate Tre 0.14% 13,575 $683K Add +166.7%
CRM Salesforce Inc. 0.13% 1,841 $616K Add +1.5%
KOMP SS SPDR S&P Kensho Ne Comp 0.13% 11,895 $605K Reduce -20.9%
DOCU Docusign Inc. 0.11% 6,068 $546K Reduce -9.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.11% 1,274 $523K Reduce -16.4%
IYM iShares U.S. Basic Materials 0.11% 3,860 $502K Reduce -1.9%
IDCC Interdigital Inc. 0.10% 2,531 $490K Add +0.0%
SHOP Shopify Inc. Class A 0.10% 4,582 $487K No change
ORCL Oracle Corp. 0.10% 2,870 $478K Add +0.1%
ABBV Abbvie Inc. 0.10% 2,587 $460K Add +0.1%
UNP Union Pacific Corp. 0.10% 1,983 $452K Reduce -9.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.09% 3,715 $449K No change
GLD SPDR Gold Shares 0.09% 1,847 $447K No change
TSLA Tesla Inc. 0.09% 1,093 $441K Add +21.6%
DOW Dow Inc. 0.09% 10,854 $436K Reduce -7.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 9,221 $405K New
RIG Transocean Ltd. 0.08% 106,609 $400K Reduce -16.5%
NVO Novo-Nordisk A/S-Spons ADR 0.08% 4,551 $391K Reduce -6.4%
OBE Obsidian Energy Ltd. 0.08% 67,155 $389K Reduce -42.7%
CME Cme Group Inc. 0.08% 1,641 $381K Reduce -0.2%
TMO Thermo Fisher Scientific Inc. 0.08% 722 $376K No change
BX Blackstone Inc. 0.08% 2,127 $367K Reduce -3.0%
V Visa Inc. Class A 0.08% 1,138 $360K No change
VNQ Vanguard Real Estate ETF 0.07% 3,939 $351K Reduce -27.7%
SOXX iShares Semiconductor ETF 0.07% 1,621 $349K Reduce -0.9%
FLOT iShares Floating Rate Bond E 0.07% 6,823 $347K Reduce -19.9%
HD Home Depot Inc. 0.07% 883 $344K Add +0.1%
APD Air Products & Chemicals Inc. 0.07% 1,155 $335K No change
AVGO Broadcom Inc. 0.07% 1,438 $333K Add +8.0%
BSV Vanguard Short-Term Bond ETF 0.07% 4,285 $331K Reduce -17.4%
CHDN Churchill Downs Inc. 0.07% 2,477 $331K Reduce -10.5%
CVX Chevron Corp. 0.07% 2,236 $324K Reduce -3.7%
SN Sharkninja Inc. 0.07% 3,275 $319K No change
IYY iShares Dow Jones U.S. ETF 0.07% 2,170 $311K No change
IJT iShares S&P Small-Cap 600 GR 0.06% 2,260 $306K No change
VB Vanguard Most SM-Cap ETF-Usd 0.06% 1,263 $303K Reduce -34.9%
WMT Walmart Inc. 0.06% 3,320 $300K No change
SCHW Schwab (charles) Corp. 0.06% 4,050 $300K No change
JPIE JPMorgan Income ETF 0.06% 6,545 $299K New
PANW Palo Alto Networks Inc. 0.06% 1,630 $297K Reduce -2.6%
PGF Invesco Financial Preferred 0.06% 20,200 $294K No change
CRWD CrowdStrike Holdings Inc. Class A 0.06% 846 $289K No change
DECK Deckers Outdoor Corp. 0.06% 1,410 $286K No change
DGRO iShares Core Dividend Growth 0.06% 4,560 $280K No change
CHRW C.H. Robinson Worldwide Inc. 0.06% 2,650 $274K Reduce -5.4%
ADBE Adobe Inc. 0.05% 588 $261K No change
VTRS Viatris Inc. 0.05% 20,811 $259K No change
CB Chubb Ltd. 0.05% 916 $253K No change
LMBS First Trust Low Duration Opp 0.05% 5,193 $253K Reduce -0.8%
ICAD Icad Inc. 0.05% 137,513 $252K Reduce -0.3%
BTCW Wisdomtree Bitcoin Fund 0.05% 2,480 $245K New
FTNT Fortinet Inc. 0.05% 2,575 $243K New
TBT Proshares Ultrashort 20+Y TR 0.05% 6,640 $243K New
NVS Novartis AG-Sponsored ADR 0.05% 2,450 $238K No change
IBB iShares Biotechnology ETF 0.05% 1,801 $238K Reduce -5.0%
NOBL Proshares S&P 500 Dividend A 0.05% 2,384 $237K Add +0.9%
AON Aon PLC Class A 0.05% 658 $236K No change
HEI Heico Corp. 0.05% 980 $233K Reduce -8.0%
LMT Lockheed Martin Corp. 0.05% 479 $233K Add +11.7%
P Everpure Inc. Class A filed as PURE STORAGE INC 0.05% 3,685 $226K New
AMT American Tower Corp. 0.05% 1,205 $221K Add +0.1%
SCHV Schwab US Large-Cap Value 0.05% 8,271 $216K No change
AMGN Amgen Inc. 0.05% 825 $215K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 812 $215K Reduce -1.1%
HWM Howmet Aerospace Inc. 0.04% 1,892 $207K New
SPTM SS SPDR P S&P 1500 Comp ETF 0.04% 2,825 $202K New
CVS CVS Health Corp. 0.04% 4,494 $202K Add +0.0%
TTT Proshares Ult -3X 20+ YR TSY 0.04% 2,505 $200K New
PM Philip Morris International 0.04% 1,664 $200K No change
TLRY Tilray Brands Inc. 0.03% 105,800 $141K No change
FLNA Filana Therapeutics Inc. filed as CASSAVA SCIENCES INC 0.03% 58,552 $138K Reduce -16.1%
AGNC AGNC Investment Corp. 0.02% 10,200 $94K No change
GNW Genworth Financial Inc. 0.02% 11,300 $79K No change

Options reported separately and not counted above: CL calls ($241K).

Portfolio Sells Q3 2024 → Q4 2024
AMD Advanced Micro Devices Reduce -1.7% 1.15% −0.40
FLNA Filana Therapeutics Inc. Reduce -16.1% 0.03% −0.39
SWKS Skyworks Solutions Inc. Reduce -19.8% 0.44% −0.16
JNJ Johnson & Johnson Reduce -6.9% 0.83% −0.15
LIN Linde PLC Reduce -10.2% 0.61% −0.15
PEP Pepsico Inc. Reduce -11.5% 0.59% −0.14
GE General Electric Reduce -7.3% 0.69% −0.13
FPEI First Trust Institutional PR Reduce -4.2% 3.30% −0.13
GD General Dynamics Corp. Reduce -3.4% 0.72% −0.11
MRK Merck & Co. Inc. Reduce -3.7% 0.68% −0.11
SBUX Starbucks Corp. Reduce -6.4% 0.71% −0.08
MRSH Marsh & McLennan Cos Reduce -5.5% 0.93% −0.08
SO The Southern Co. Reduce -8.4% 0.43% −0.07
ED Consolidated Edison Inc. Reduce -5.6% 0.34% −0.07
RTX RTX Corp. Reduce -6.5% 0.74% −0.07
JBND JPMorgan Active Bond ETF Sold out 0.00% −0.06
WY Weyerhaeuser Co. Sold out 0.00% −0.05
PFE Pfizer Inc. Reduce -5.8% 0.41% −0.05
OBE Obsidian Energy Ltd. Reduce -42.7% 0.08% −0.05
BXP BXP Inc. Reduce -3.2% 0.56% −0.05
EXC Exelon Corp. Reduce -12.7% 0.24% −0.05
MSFT Microsoft Corp. Reduce -3.5% 1.39% −0.05
MCD McDonald's Corp. Sold out 0.00% −0.04
ALNY Alnylam Pharmaceuticals Inc. Sold out 0.00% −0.04
GEHC GE Healthcare Technology Sold out 0.00% −0.04
FLR Fluor Corp. Sold out 0.00% −0.04
OTEX Open Text Corp. Sold out 0.00% −0.04
IR Ingersoll-Rand Inc. Sold out 0.00% −0.04
DOW Dow Inc. Reduce -7.5% 0.09% −0.04
DE Deere & Co. Reduce -7.2% 1.11% −0.04
PG The Procter & Gamble Co. Reduce -4.3% 0.73% −0.04
IYH iShares U.S. Healthcare ETF Reduce -1.2% 0.38% −0.04
NVO Novo-Nordisk A/S-Spons ADR Reduce -6.4% 0.08% −0.04
XOM Exxon Mobil Corp. Reduce -2.0% 0.41% −0.04
VNQ Vanguard Real Estate ETF Reduce -27.7% 0.07% −0.04
VOO Vanguard S&P 500 ETF Reduce -22.8% 0.14% −0.03
VB Vanguard Most SM-Cap ETF-Usd Reduce -34.9% 0.06% −0.03
DD Dupont DE Nemours Inc. Reduce -3.5% 0.17% −0.03
VWO Vanguard Ftse Emerging Marke Reduce -11.9% 0.15% −0.03
SCHI Schwab 5-10 Year Corporate B Reduce -3.4% 0.50% −0.03
RIG Transocean Ltd. Reduce -16.5% 0.08% −0.03
PINS Pinterest Inc. Class A Reduce -6.1% 0.16% −0.03
IDU iShares US Utilities ETF Reduce -4.3% 0.32% −0.03
KOMP SS SPDR S&P Kensho Ne Comp Reduce -20.9% 0.13% −0.03
WM Waste Management Inc. Reduce -6.2% 0.34% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -10.9% 0.20% −0.02
SHYG iShares 0-5 YR HY Corp. Bond Reduce -5.1% 0.43% −0.02
IBM Intl Business Machines Corp. Reduce -5.0% 0.54% −0.02
FLOT iShares Floating Rate Bond E Reduce -19.9% 0.07% −0.02
IYM iShares U.S. Basic Materials Reduce -1.9% 0.11% −0.02

Portfolio Buys Q3 2024 → Q4 2024
SCHX Schwab US Large-Cap ETF Add +4.9% 4.43% +0.41
VCIT Vanguard Int-Term Corporate Add +4.5% 9.47% +0.24
VCSH Vanguard S/T Corp. Bond ETF Add +2.0% 7.36% +0.19
JPST JPMorgan Ultra-Short Income Add +5.5% 2.44% +0.17
XLF SS Financial Select Sector Add +1.9% 1.45% +0.15
SJNK SS SPDR BB St Hi Yield ETF Add +2.1% 5.58% +0.14
XLC SS Comm Select Sector SPDR Add +2.9% 1.13% +0.13
USFR Wisdomtree Floating Rate Tre Add +166.7% 0.14% +0.09
SCHM Schwab US Mid Cap ETF Add +0.2% 3.39% +0.09
BAC Bank of America Corp. New 0.09% +0.09
JPIE JPMorgan Income ETF New 0.06% +0.06
BTCW Wisdomtree Bitcoin Fund New 0.05% +0.05
FTNT Fortinet Inc. New 0.05% +0.05
TBT Proshares Ultrashort 20+Y TR New 0.05% +0.05
P Everpure Inc. Class A New 0.05% +0.05
TSLA Tesla Inc. Add +21.6% 0.09% +0.04
HWM Howmet Aerospace Inc. New 0.04% +0.04
SPTM SS SPDR P S&P 1500 Comp ETF New 0.04% +0.04
TTT Proshares Ult -3X 20+ YR TSY New 0.04% +0.04
ANGL Vaneck Fallen Angel High YLD Add +4.0% 0.96% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +0.3% 0.73% +0.03
XLI SS Industrial Select Sector Add +3.5% 1.05% +0.03
IDCC Interdigital Inc. Add +0.0% 0.10% +0.03
XLY SS Consumer Disc Select Sect Add +7.0% 0.16% +0.03
CRM Salesforce Inc. Add +1.5% 0.13% +0.03
AVGO Broadcom Inc. Add +8.0% 0.07% +0.02
XLE SS Energy Select Sector Add +6.4% 0.33% +0.02
XLP SS Consumer Staples Sel Sect Add +6.1% 0.34% +0.01
VIG Vanguard Dividend Apprec ETF Add +0.8% 0.24% +0.01
XLU St Sr Utl SL SE SPDR ETF-Usd Add +6.2% 0.20% +0.00
ORCL Oracle Corp. Add +0.1% 0.10% +0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +0.5% 0.25% −0.00
HD Home Depot Inc. Add +0.1% 0.07% −0.00
NOBL Proshares S&P 500 Dividend A Add +0.9% 0.05% −0.00
LMT Lockheed Martin Corp. Add +11.7% 0.05% −0.00
ABBV Abbvie Inc. Add +0.1% 0.10% −0.01
AMT American Tower Corp. Add +0.1% 0.05% −0.01
CVS CVS Health Corp. Add +0.0% 0.04% −0.02
VXUS Vanguard Total Intl Stock Add +1.0% 0.26% −0.02
XLB SS Materials Select Sector Add +3.8% 0.27% −0.02
XLV SS Health Care Select Sector Add +6.0% 0.89% −0.03
LLY Eli Lilly & Co. Add +1.5% 0.32% −0.03
FNDE Schwab Fndmntl Em MRK Eq ETF Add +1.2% 0.92% −0.07
SCHF Schwab Intl Equity ETF Add +1.1% 2.80% −0.21

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 180$658.8MNBIS, XLK, JBND, VCRB, VCIT
Q1 2026 175$566.5MJBND, VCRB, XLK, VCIT, SCHX
Q4 2025 181$564.4MXLK, JBND, VCRB, VCIT, SCHX
Q3 2025 173$551.8MVCIT, XLK, SCHX, VCRB, SJNK
Q2 2025 175$508.1MVCIT, VCSH, XLK, SJNK, SCHX
Q1 2025 168$461.5MVCIT, VCSH, SJNK, XLK, SCHX
Q4 2024 169$476.2MVCIT, VCSH, SJNK, XLK, SCHX
Q3 2024 168$487.8MVCIT, VCSH, SJNK, XLK, SCHX
Q2 2024 155$447.1MVCIT, VCSH, SJNK, XLK, SCHX
Q1 2024 154$434.2MVCSH, VCIT, SJNK, XLK, FPEI