Evernest Financial Advisors, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 21, 2024), Evernest Financial Advisors, LLC reported 161 stock positions worth $370.9 million. Its top holding was Apple (AAPL) at 9.5% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 9.3%) and Microsoft (MSFT, 6.2%). Compared with Q2 2024, it opened 37 new positions, sold out of 4, added to 52 and reduced 64. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +1684%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −3%).

Most Recent 13F
Q2 2026
Location
CARMEL, IN
CIK
0002009530
Portfolio Value
$370.9M (Q3 2024)
SEC Filing
0002009530-24-000009 ↗ filed Oct 21, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $211.3M Q1 2024 Q2 2024: $223.2M Q2 2024 Q3 2024: $370.9M $370.9M Q3 2024 Q4 2024: $385.5M Q4 2024 Q1 2025: $278.6M Q1 2025 Q2 2025: $309.0M Q2 2025 Q3 2025: $356.9M Q3 2025 Q4 2025: $477.1M Q4 2025 Q1 2026: $481.4M Q1 2026 Q2 2026: $478.1M Q2 2026

Holdings 161 stocks · $370.9M
AAPL Apple Inc. 9.51% 151,345 $35.3M Add +298.9%
BRK.B Berkshire Hathaway Inc. Class B 9.30% 74,958 $34.5M Add +1684.3%
MSFT Microsoft Corp. 6.24% 53,770 $23.1M Add +389.2%
IVV iShares Core S&P 500 ETF 4.30% 27,637 $15.9M Reduce -3.4%
GLDM SPDR Gold Minishares Trust 4.18% 297,689 $15.5M Add +8.8%
IJH iShares Core S&P Midcap ETF 4.17% 248,309 $15.5M Add +2.2%
VOO Vanguard S&P 500 ETF 4.15% 29,143 $15.4M Add +174.4%
IEFA iShares Core MSCI Eafe ETF 3.78% 179,743 $14.0M Add +0.0%
CASY Casey's General Stores Inc. 3.30% 32,608 $12.3M New
RSP Invesco S&P 500 Equal Weight 3.25% 67,213 $12.0M Add +0.7%
IJR iShares Core S&P Small-Cap E 3.04% 96,485 $11.3M Add +5.0%
DXJ Wisdomtree Japan Hedged Eq 2.65% 92,575 $9.8M Reduce -0.8%
FFSM Fidelity FNDM SM Mid Cap ETF 1.93% 260,415 $7.1M New
DOL Wisdomtree TR DVLP Intnl-Usd 1.31% 89,987 $4.9M Add +1.9%
SPY SS SPDR S&P 500 ETF Trust-US 1.29% 8,348 $4.8M Reduce -4.2%
USFR Wisdomtree Floating Rate Tre 1.29% 95,161 $4.8M Add +7.5%
DFAX Dimensional World Ex US Core 1.29% 176,933 $4.8M Add +4.3%
NVDA Nvidia Corp. 1.22% 37,262 $4.5M Reduce -36.7%
DGRW Wisdomtree U.S. Quality Divi 1.16% 51,734 $4.3M Reduce -0.2%
LLY Eli Lilly & Co. 1.10% 4,626 $4.1M Reduce -2.0%
WMT Walmart Inc. 1.07% 49,020 $4.0M Add +186.5%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.93% 67,774 $3.5M New
VTWO Vanguard Russell 2000 ETF 0.78% 32,524 $2.9M Add +76.5%
RSPN Invesco S&P 500 Equal Weight 0.72% 52,184 $2.7M Reduce -9.1%
BALL Ball Corp. 0.68% 37,078 $2.5M New
CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E 0.67% 91,619 $2.5M New
MCD McDonald's Corp. 0.58% 7,071 $2.2M Add +15.7%
UNH Unitedhealth Group Inc. 0.54% 3,431 $2.0M Reduce -2.4%
GOOGL Alphabet Inc. Class A 0.54% 12,036 $2.0M Add +4.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.52% 7,247 $1.9M Add +88.6%
AGG iShares Core U.S. Aggregate 0.48% 17,764 $1.8M Add +23.9%
MA Mastercard Inc. Class A 0.48% 3,589 $1.8M Add +1.4%
HD Home Depot Inc. 0.47% 4,337 $1.8M Add +28.7%
GOOG Alphabet Inc. Class C 0.45% 9,898 $1.7M Reduce -1.2%
RSPG Invesco S&P 500 Equal Weight 0.44% 21,216 $1.6M Reduce -6.9%
XOM Exxon Mobil Corp. 0.43% 13,764 $1.6M Add +59.6%
EWJ iShares MSCI Japan ETF 0.43% 22,371 $1.6M New
LMT Lockheed Martin Corp. 0.43% 2,727 $1.6M Reduce -9.0%
ACN Accenture PLC Class A 0.40% 4,249 $1.5M Reduce -3.0%
IWM iShares Russell 2000 ETF 0.40% 6,775 $1.5M Add +69.8%
CAT Caterpillar Inc. 0.39% 3,729 $1.5M Reduce -2.8%
IWR iShares Russell Mid-Cap ETF 0.38% 15,947 $1.4M No change
QQQ Invesco QQQ Trust Series 1 0.38% 2,856 $1.4M Add +0.6%
MAMA Mama's Creations Inc. 0.37% 188,000 $1.4M Add +276.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.37% 11,593 $1.4M Reduce -2.6%
DHR Danaher Corp. 0.36% 4,853 $1.3M Add +1.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.36% 7,674 $1.3M Reduce -7.8%
MRK Merck & Co. Inc. 0.36% 11,729 $1.3M Add +2.4%
XLE SS Energy Select Sector 0.36% 15,168 $1.3M Reduce -17.4%
TXN Texas Instruments Inc. 0.35% 6,307 $1.3M Reduce -1.7%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.34% 7,496 $1.3M New
JNJ Johnson & Johnson 0.33% 7,581 $1.2M Reduce -3.2%
KINS Kingstone Cos Inc. 0.32% 129,400 $1.2M New
JPM JPMorgan Chase & Co. 0.31% 5,462 $1.2M Add +0.6%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.31% 14,137 $1.1M Add +135.2%
MAR Marriott International Class A 0.31% 4,560 $1.1M Reduce -1.6%
SYK Stryker Corp. 0.31% 3,132 $1.1M Reduce -1.3%
VIG Vanguard Dividend Apprec ETF 0.30% 5,643 $1.1M Add +0.3%
PG The Procter & Gamble Co. 0.30% 6,399 $1.1M Reduce -4.2%
COST Costco Wholesale Corp. 0.29% 1,217 $1.1M Reduce -3.0%
GS Goldman Sachs Group Inc. 0.29% 2,158 $1.1M Reduce -2.9%
KO The Coca-Cola Co. 0.28% 14,449 $1.0M Add +4.8%
SUB iShares Short-Term National 0.27% 9,478 $1.0M Add +4.5%
ODFL Old Dominion Freight Line 0.27% 5,060 $1.0M New
AVGO Broadcom Inc. 0.26% 5,531 $954K Add +212.5%
V Visa Inc. Class A 0.26% 3,452 $949K Reduce -0.1%
VTEB Vanguard Tax-Exempt Bond ETF 0.25% 18,123 $926K Add +4.0%
LOW Lowe's Cos Inc. 0.25% 3,377 $915K Reduce -4.9%
QCOM Qualcomm Inc. 0.24% 5,296 $901K Add +0.4%
META Meta Platforms Inc. Class A 0.24% 1,543 $883K Add +13.5%
MPTI M-Tron Industries Inc. 0.23% 20,750 $865K New
AMGN Amgen Inc. 0.23% 2,663 $858K Add +3.9%
AMZN Amazon.com Inc. 0.23% 4,603 $858K Reduce -4.5%
PEP Pepsico Inc. 0.23% 4,940 $840K Add +35.7%
DGRO iShares Core Dividend Growth 0.22% 12,992 $814K No change
SPHQ Invesco S&P 500 Quality ETF 0.22% 12,050 $811K No change
ADI Analog Devices Inc. 0.21% 3,421 $787K Reduce -26.9%
HELE Helen of Troy Ltd. 0.21% 12,531 $775K New
RTX RTX Corp. 0.21% 6,387 $774K Reduce -0.1%
DD Dupont DE Nemours Inc. 0.21% 8,682 $774K New
HON Honeywell International Inc. 0.21% 3,691 $763K Reduce -8.5%
MCHP Microchip Technology Inc. 0.20% 9,316 $748K Reduce -4.6%
MEAR Ishrs Short Mat Muni Act ETF 0.20% 14,527 $731K Add +2.0%
VB Vanguard Most SM-Cap ETF-Usd 0.19% 3,008 $714K Add +19.3%
ADP Automatic Data Processing 0.19% 2,491 $689K Reduce -2.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.18% 17,296 $686K Reduce -0.1%
RSG Republic Services Inc. 0.18% 3,414 $686K Reduce -7.0%
ABX Abacus Global Management Inc. 0.18% 67,300 $681K New
ABT Abbott Laboratories 0.18% 5,946 $678K Reduce -5.7%
CSCO Cisco Systems Inc. 0.18% 12,326 $656K Reduce -16.9%
DOW Dow Inc. 0.18% 11,990 $655K New
ITW Illinois Tool Works 0.18% 2,484 $651K Reduce -1.3%
XLI SS Industrial Select Sector 0.17% 4,679 $634K Reduce -6.0%
TRV The Travelers Cos Inc. 0.17% 2,626 $615K Reduce -1.5%
MDY State Street SPDR S&P Midcap 0.16% 1,071 $610K New
CTVA Corteva Inc. 0.16% 10,243 $602K New
SPYM Ste STR SPDR PT S&P 500 ETF 0.16% 8,835 $596K Reduce -59.2%
SCHX Schwab US Large-Cap ETF 0.16% 8,770 $595K Add +0.3%
AON Aon PLC Class A 0.16% 1,705 $590K Add +9.7%
SCHA Schwab US Small-Cap ETF 0.15% 11,044 $569K Add +38.1%
XLB SS Materials Select Sector 0.15% 5,717 $551K Reduce -4.2%
BLK BlackRock Finance Inc. 0.15% 577 $548K Add +0.5%
GAB Gabelli Equity Trust 0.15% 99,398 $546K Add +2.8%
MS Morgan Stanley 0.14% 4,967 $518K Reduce -1.6%
MRSH Marsh & McLennan Cos 0.13% 2,231 $498K Add +7.6%
CVX Chevron Corp. 0.13% 3,299 $486K Reduce -19.7%
SCHM Schwab US Mid Cap ETF 0.13% 5,832 $485K Add +0.7%
SBUX Starbucks Corp. 0.13% 4,894 $477K Reduce -21.9%
VUG Vanguard Mrngstar GR ETF-Sui 0.12% 1,158 $445K Reduce -7.9%
ADBE Adobe Inc. 0.12% 858 $444K Reduce -3.7%
TDVG T Rowe Price Dividend Growth 0.11% 9,930 $407K Reduce -21.6%
XLK SS Technology Select Sector 0.11% 1,793 $405K Add +12.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.11% 4,101 $394K Reduce -16.7%
PPSI Pioneer Power Solutions Inc. 0.10% 82,000 $385K New
AMT American Tower Corp. 0.10% 1,591 $370K Add +0.1%
NOC Northrop Grumman Corp. 0.10% 694 $366K Reduce -1.7%
NKE Nike Inc. Class B 0.10% 4,004 $354K Reduce -9.4%
ICE Intercontinental Exchange Inc. 0.09% 2,170 $349K Reduce -0.1%
PANW Palo Alto Networks Inc. 0.09% 1,019 $348K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 1,526 $337K Reduce -1.4%
IVOO Vanguard S&P Mid-Cap 400 ETF 0.09% 3,191 $337K New
CEG Constellation Energy 0.09% 1,265 $329K New
VZ Verizon Communications Inc. 0.09% 7,245 $325K Reduce -6.1%
CBRE CBRE Group Inc. Class A 0.09% 2,603 $324K No change
EWCZ European Wax Center Inc. Class A 0.09% 46,963 $319K No change
XME SS SPDR S&P Metals Mining 0.09% 4,998 $318K Reduce -1.9%
VEA Vanguard Ftse Developed ETF 0.09% 6,023 $318K Reduce -2.9%
EFA iShares MSCI Eafe ETF 0.08% 3,756 $314K No change
VWO Vanguard Ftse Emerging Marke 0.08% 6,535 $313K Add +0.2%
CRM Salesforce Inc. 0.08% 1,135 $311K Reduce -2.7%
TMO Thermo Fisher Scientific Inc. 0.08% 501 $310K Reduce -11.5%
CL Colgate-Palmolive Co. 0.08% 2,760 $286K Reduce -7.5%
ITOT iShares Core S&P Total U.S. 0.08% 2,267 $285K Reduce -24.4%
CMCSA Comcast Corp. Class A 0.08% 6,690 $279K Reduce -1.6%
BDX Becton Dickinson and Co. 0.08% 1,157 $279K Reduce -2.9%
EEM iShares MSCI Emerging Market 0.07% 5,923 $272K No change
ABBV Abbvie Inc. 0.07% 1,352 $267K New
CLM Cornerstone Strategic Invest 0.07% 34,251 $263K Add +143.2%
MO Altria Group Inc. 0.07% 5,110 $261K New
QRHC Quest Resource Holding Corp. 0.07% 32,618 $260K New
TMDX Transmedics Group Inc. 0.07% 1,650 $259K New
SPLV Invesco S&P 500 Low Volatili 0.07% 3,424 $246K Add +0.4%
ICLR Icon PLC 0.07% 854 $245K No change
PGR Progressive Corp. 0.06% 932 $237K New
PH Parker Hannifin Corp. 0.06% 370 $234K New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.06% 1,155 $232K New
XLC SS Comm Select Sector SPDR 0.06% 2,500 $226K New
WFC Wells Fargo & Co. 0.06% 3,944 $223K Reduce -1.1%
ZS Zscaler Inc. 0.06% 1,300 $222K New
GD General Dynamics Corp. 0.06% 687 $208K Reduce -0.6%
VTWV Vanguard Russell 2000 Value 0.06% 1,400 $206K Reduce -17.6%
IWF iShares Russell 1000 Growth 0.06% 545 $205K New
GIS General Mills Inc. 0.05% 2,725 $201K Reduce -24.8%
XLY SS Consumer Disc Select Sect 0.05% 1,000 $200K New
FEIM Frequency Electronics Inc. 0.03% 10,246 $124K New
VTSI Virtra Inc. 0.03% 17,185 $107K New
GLO Clough Global Opportunities 0.03% 17,768 $97K Add +2.7%
LFMD Lifemd Inc. 0.02% 17,000 $89K New
MYO Myomo Inc. 0.02% 17,500 $70K New
MAMO Massimo Group 0.01% 11,061 $41K New
XTNT Xtant Medical Holdings Inc. 0.01% 40,000 $27K New
Other holdings (1): bonds, preferreds, convertibles and warrants · $60K (not counted above)
SecurityClassShares / PrincipalValueChange
ABLLW East Resources Acquis -CW27 *W EXP 06/30/202 35,000$60KNew

Total filed on the 13F, all lines: $371.0M.

Portfolio Sells Q2 2024 → Q3 2024
IVV iShares Core S&P 500 ETF Reduce -3.4% 4.30% −2.71
DXJ Wisdomtree Japan Hedged Eq Reduce -0.8% 2.65% −2.07
NVDA Nvidia Corp. Reduce -36.7% 1.22% −2.04
SPY SS SPDR S&P 500 ETF Trust-US Reduce -4.2% 1.29% −0.83
LLY Eli Lilly & Co. Reduce -2.0% 1.10% −0.81
DGRW Wisdomtree U.S. Quality Divi Reduce -0.2% 1.16% −0.65
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -59.2% 0.16% −0.46
RSPN Invesco S&P 500 Equal Weight Reduce -9.1% 0.72% −0.45
XLE SS Energy Select Sector Reduce -17.4% 0.36% −0.39
RSPG Invesco S&P 500 Equal Weight Reduce -6.9% 0.44% −0.39
GOOG Alphabet Inc. Class C Reduce -1.2% 0.45% −0.38
ADI Analog Devices Inc. Reduce -26.9% 0.21% −0.27
UNH Unitedhealth Group Inc. Reduce -2.4% 0.54% −0.26
VTV Vanguard Mrngstr Val ETF-Aui Reduce -7.8% 0.36% −0.24
TJX TJX Companies Inc. Reduce -2.6% 0.37% −0.22
TXN Texas Instruments Inc. Reduce -1.7% 0.35% −0.21
MCHP Microchip Technology Inc. Reduce -4.6% 0.20% −0.20
LMT Lockheed Martin Corp. Reduce -9.0% 0.43% −0.20
MAR Marriott International Class A Reduce -1.6% 0.31% −0.20
PG The Procter & Gamble Co. Reduce -4.2% 0.30% −0.20
ACN Accenture PLC Class A Reduce -3.0% 0.40% −0.19
COST Costco Wholesale Corp. Reduce -3.0% 0.29% −0.19
AMZN Amazon.com Inc. Reduce -4.5% 0.23% −0.19
JNJ Johnson & Johnson Reduce -3.2% 0.33% −0.18
HON Honeywell International Inc. Reduce -8.5% 0.21% −0.18
CAT Caterpillar Inc. Reduce -2.8% 0.39% −0.18
SYK Stryker Corp. Reduce -1.3% 0.31% −0.18
GS Goldman Sachs Group Inc. Reduce -2.9% 0.29% −0.16
CVX Chevron Corp. Reduce -19.7% 0.13% −0.16
V Visa Inc. Class A Reduce -0.1% 0.26% −0.15
CSCO Cisco Systems Inc. Reduce -16.9% 0.18% −0.14
RSG Republic Services Inc. Reduce -7.0% 0.18% −0.13
DG Dollar General Corp. Sold out 0.00% −0.13
BAC Bank of America Corp. Reduce -0.1% 0.18% −0.12
UNP Union Pacific Corp. Sold out 0.00% −0.12
DIS The Walt Disney Co. Reduce -16.7% 0.11% −0.11
ABT Abbott Laboratories Reduce -5.7% 0.18% −0.11
TDVG T Rowe Price Dividend Growth Reduce -21.6% 0.11% −0.11
LOW Lowe's Cos Inc. Reduce -4.9% 0.25% −0.10
ADBE Adobe Inc. Reduce -3.7% 0.12% −0.10
XLI SS Industrial Select Sector Reduce -6.0% 0.17% −0.10
ITW Illinois Tool Works Reduce -1.3% 0.18% −0.09
VUG Vanguard Mrngstar GR ETF-Sui Reduce -7.9% 0.12% −0.09
COP Conocophillips Sold out 0.00% −0.09
SBUX Starbucks Corp. Reduce -21.9% 0.13% −0.09
XLB SS Materials Select Sector Reduce -4.2% 0.15% −0.09
ADP Automatic Data Processing Reduce -2.5% 0.19% −0.09
ITOT iShares Core S&P Total U.S. Reduce -24.4% 0.08% −0.08
MS Morgan Stanley Reduce -1.6% 0.14% −0.08
RTX RTX Corp. Reduce -0.1% 0.21% −0.08

Portfolio Buys Q2 2024 → Q3 2024
BRK.B Berkshire Hathaway Inc. Class B Add +1684.3% 9.30% +8.54
AAPL Apple Inc. Add +298.9% 9.51% +5.93
MSFT Microsoft Corp. Add +389.2% 6.24% +4.04
CASY Casey's General Stores Inc. New 3.30% +3.30
FFSM Fidelity FNDM SM Mid Cap ETF New 1.93% +1.93
VOO Vanguard S&P 500 ETF Add +174.4% 4.15% +1.77
JMST JPM Ultra-Short Muni Income New 0.93% +0.93
BALL Ball Corp. New 0.68% +0.68
CGCV Cap Group Conservative Eq New 0.67% +0.67
WMT Walmart Inc. Add +186.5% 1.07% +0.55
EWJ iShares MSCI Japan ETF New 0.43% +0.43
VOE Vngrd Mrngstr MD-Cap Val ETF New 0.34% +0.34
KINS Kingstone Cos Inc. New 0.32% +0.32
ODFL Old Dominion Freight Line New 0.27% +0.27
MPTI M-Tron Industries Inc. New 0.23% +0.23
MAMA Mama's Creations Inc. Add +276.0% 0.37% +0.22
HELE Helen of Troy Ltd. New 0.21% +0.21
DD Dupont DE Nemours Inc. New 0.21% +0.21
ABX Abacus Global Management Inc. New 0.18% +0.18
DOW Dow Inc. New 0.18% +0.18
MDY State Street SPDR S&P Midcap New 0.16% +0.16
CTVA Corteva Inc. New 0.16% +0.16
AVGO Broadcom Inc. Add +212.5% 0.26% +0.13
XLU St Sr Utl SL SE SPDR ETF-Usd Add +135.2% 0.31% +0.12
VTWO Vanguard Russell 2000 ETF Add +76.5% 0.78% +0.11
PPSI Pioneer Power Solutions Inc. New 0.10% +0.10
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +88.6% 0.52% +0.10
PANW Palo Alto Networks Inc. New 0.09% +0.09
IVOO Vanguard S&P Mid-Cap 400 ETF New 0.09% +0.09
CEG Constellation Energy New 0.09% +0.09
ABBV Abbvie Inc. New 0.07% +0.07
MO Altria Group Inc. New 0.07% +0.07
QRHC Quest Resource Holding Corp. New 0.07% +0.07
TMDX Transmedics Group Inc. New 0.07% +0.07
PGR Progressive Corp. New 0.06% +0.06
PH Parker Hannifin Corp. New 0.06% +0.06
VBR Vngrd Mrngst SL-CP Val ETF-U New 0.06% +0.06
XLC SS Comm Select Sector SPDR New 0.06% +0.06
ZS Zscaler Inc. New 0.06% +0.06
IWF iShares Russell 1000 Growth New 0.06% +0.06
XLY SS Consumer Disc Select Sect New 0.05% +0.05
IWM iShares Russell 2000 ETF Add +69.8% 0.40% +0.04
FEIM Frequency Electronics Inc. New 0.03% +0.03
VTSI Virtra Inc. New 0.03% +0.03
LFMD Lifemd Inc. New 0.02% +0.02
CLM Cornerstone Strategic Invest Add +143.2% 0.07% +0.02
MYO Myomo Inc. New 0.02% +0.02
MAMO Massimo Group New 0.01% +0.01
XTNT Xtant Medical Holdings Inc. New 0.01% +0.01
XOM Exxon Mobil Corp. Add +59.6% 0.43% −0.01

Notes & Other Activity Q2 2024 → Q3 2024
ABLLW East Resources Acquis -CW27 *W EXP 06/30/202 New 35,000 $60K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 191$478.1MSPSM, BRK.B, RSP, IJH, GLDM
Q1 2026 180$481.4MAAPL, BRK.B, SPSM, GLDM, RSP
Q4 2025 185$477.1MAAPL, GLDM, BRK.B, MSFT, SPSM
Q3 2025 188$356.9MGLDM, IVV, IJH, RSP, FFSM
Q2 2025 171$309.0MGLDM, IVV, IJH, RSP, FFSM
Q1 2025 148$278.6MGLDM, IVV, IJH, RSP, DXJ
Q4 2024 162$385.5MAAPL, BRK.B, MSFT, GLDM, IVV
Q3 2024 161$370.9MAAPL, BRK.B, MSFT, IVV, GLDM
Q2 2024 128$223.2MIVV, IJH, IEFA, GLDM, RSP
Q1 2024 125$211.3MIVV, IJH, GLDM, IEFA, RSP