Evolution Advisers, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 26, 2024), Evolution Advisers, Inc. reported 186 stock positions worth $174.0 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 15.2% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 15.0%) and Vanguard Total Intl Bond ETF (BNDX, 11.5%). Compared with Q1 2024, it opened 18 new positions, sold out of 15, added to 49 and reduced 27. The biggest buy was Vanguard Total Intl Bond ETF (BNDX, shares +7%) and the biggest sale Vanguard Mrngstr Val ETF-Aui (VTV, shares −1%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001906967
Portfolio Value
$174.0M (Q2 2024)
SEC Filing
0001906967-24-000001 ↗ filed Jul 26, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $169.4M Q1 2024 Q2 2024: $174.0M $174.0M Q2 2024 Q3 2024: $183.7M Q3 2024 Q4 2024: $183.0M Q4 2024 Q1 2025: $190.0M Q1 2025 Q2 2025: $204.0M Q2 2025 Q3 2025: $222.4M Q3 2025 Q4 2025: $230.9M Q4 2025 Q1 2026: $237.3M Q1 2026 Q2 2026: $272.1M Q2 2026

Holdings 186 stocks · $174.0M
VUG Vanguard Mrngstar GR ETF-Sui 15.16% 70,489 $26.4M Reduce -3.3%
VEA Vanguard Ftse Developed ETF 15.04% 529,380 $26.2M Add +1.9%
BNDX Vanguard Total Intl Bond ETF 11.51% 411,561 $20.0M Add +7.3%
VTV Vanguard Mrngstr Val ETF-Aui 11.43% 123,976 $19.9M Reduce -0.9%
BSV Vanguard Short-Term Bond ETF 7.89% 178,934 $13.7M Add +7.1%
VWO Vanguard Ftse Emerging Marke 5.80% 230,602 $10.1M Add +2.6%
VMBS Vanguard Mortgage-Backed Sec 4.99% 191,282 $8.7M Add +6.2%
BLV Vanguard Long-Term Bond ETF 4.49% 111,013 $7.8M Add +7.1%
VB Vanguard Most SM-Cap ETF-Usd 3.37% 26,879 $5.9M Reduce -0.6%
BIV Vanguard Intermediate-Term B 3.21% 74,596 $5.6M Add +7.4%
NUDM Nuveen ESG Intl Devel MRK Eq 2.50% 139,752 $4.3M Add +6.0%
NULG Nuveen ESG LRG-Cap GRW ETF 1.51% 32,432 $2.6M Reduce -5.8%
NULV Nuveen ESG Large-Cap Val ETF 1.06% 48,792 $1.8M Reduce -0.4%
NUEM Nuveen ESG Emerging Markets 0.78% 47,465 $1.4M Add +6.9%
PWV Invesco Large Cap Value ETF 0.78% 24,696 $1.4M No change
NUBD Nuveen ESG US Aggregate Bond 0.72% 57,638 $1.3M Add +12.6%
SCHX Schwab US Large-Cap ETF 0.71% 19,237 $1.2M Reduce -8.6%
VOO Vanguard S&P 500 ETF 0.70% 2,452 $1.2M Reduce -2.9%
AAPL Apple Inc. 0.68% 5,581 $1.2M Add +1.7%
VTEB Vanguard Tax-Exempt Bond ETF 0.56% 19,594 $981K No change
NUSC Nuveen ESG Small-Cap ETF 0.35% 15,554 $611K Add +9.4%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.34% 2,560 $587K No change
XOM Exxon Mobil Corp. 0.32% 4,829 $555K Add +0.2%
DFAC Dimensional US Core Equity 2 0.31% 16,680 $537K No change
UNP Union Pacific Corp. 0.29% 2,200 $497K Reduce -0.3%
WFC Wells Fargo & Co. 0.23% 6,783 $402K Reduce -0.4%
BRK.B Berkshire Hathaway Inc. Class B 0.21% 912 $371K Add +0.8%
VXUS Vanguard Total Intl Stock 0.20% 5,831 $351K No change
VCSH Vanguard S/T Corp. Bond ETF 0.20% 4,454 $344K No change
VT Vanguard Tot World STK ETF 0.18% 2,808 $316K Add +31.1%
ORI Old Republic Intl Corp. 0.17% 9,632 $297K Reduce -0.4%
KMB Kimberly-Clark Corp. 0.16% 2,000 $276K Reduce -0.5%
GNW Genworth Financial Inc. 0.14% 41,111 $248K No change
GOOGL Alphabet Inc. Class A 0.14% 1,353 $246K Add +2.5%
SCHZ Schwab US Aggregate Bond ETF 0.14% 5,184 $236K Add +0.2%
WMT Walmart Inc. 0.13% 3,470 $234K Add +0.0%
VYM Vanguard High DVD Yield ETF 0.13% 1,910 $226K No change
SCHF Schwab Intl Equity ETF 0.13% 5,802 $222K Reduce -5.7%
MSFT Microsoft Corp. 0.10% 403 $180K No change
NI Nisource Inc. 0.10% 5,932 $170K No change
VTI VG Morningstar TS MKT ETF-US 0.09% 32,472 $161K Reduce 0.0%
HD Home Depot Inc. 0.09% 452 $155K Add +2.7%
AMZN Amazon.com Inc. 0.09% 781 $150K Add +1.7%
TSLA Tesla Inc. 0.08% 732 $144K Reduce -1.2%
SCHE Schwab Emrg Mrkts Eqty ETF 0.08% 5,180 $137K Reduce -8.9%
JPM JPMorgan Chase & Co. 0.08% 657 $132K Add +0.9%
ELV Elevance Health Inc. 0.07% 236 $127K Reduce -32.6%
GOOG Alphabet Inc. Class C 0.07% 628 $115K Add +4.2%
MKL Markel Group Inc. 0.07% 72 $114K Reduce -1.4%
TFC Truist Financial Corp. 0.07% 74,865 $113K Add +0.0%
SCHM Schwab US Mid Cap ETF 0.06% 1,397 $108K No change
LOW Lowe's Cos Inc. 0.06% 463 $102K Add +12.1%
SYK Stryker Corp. 0.06% 300 $102K No change
V Visa Inc. Class A 0.06% 381 $100K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.06% 179 $97K No change
TDY Teledyne Technologies Inc. 0.06% 250 $96K No change
VEU Vanguard Ftse All-World Ex-U 0.06% 1,649 $96K No change
D Dominion Energy Inc. 0.05% 1,957 $95K Reduce -51.2%
CW Curtiss-Wright Corp. 0.05% 350 $94K No change
BNDW Vanguard Total World Bond Et 0.05% 1,374 $93K Add +38.0%
MA Mastercard Inc. Class A 0.05% 205 $90K No change
PEP Pepsico Inc. 0.05% 542 $89K No change
PG The Procter & Gamble Co. 0.05% 540 $89K No change
SCHG Schwab US Large-Cap Growth 0.05% 880 $88K Reduce -20.6%
TMO Thermo Fisher Scientific Inc. 0.05% 160 $88K No change
VXF Vanguard Extended Market ETF 0.05% 498 $84K No change
J Jacobs Solutions Inc. 0.05% 600 $83K No change
SCHB Schwab US Broad Market ETF 0.05% 1,329 $83K Add +17.2%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.05% 712 $82K Add +0.8%
KNSL Kinsale Capital Group Inc. 0.04% 199 $76K Add +197.0%
AVGO Broadcom Inc. 0.04% 45 $72K No change
HSY The Hershey Co. 0.04% 379 $69K Add +0.3%
CSCO Cisco Systems Inc. 0.04% 1,437 $68K Add +0.3%
ADBE Adobe Inc. 0.04% 119 $66K No change
COF Capital One Financial Corp. 0.04% 464 $64K Add +7.7%
XMMO Invesco S&P Midcap Momentum 0.04% 569 $64K Reduce -0.2%
ACN Accenture PLC Class A 0.04% 214 $64K No change
DFAU Dimensional US Core Equity M 0.04% 1,699 $63K No change
AMGN Amgen Inc. 0.04% 200 $62K No change
IVV iShares Core S&P 500 ETF 0.04% 114 $62K Add +14.0%
LMT Lockheed Martin Corp. 0.04% 132 $61K No change
JNJ Johnson & Johnson 0.03% 411 $60K Add +2.5%
SEIC Sei Investments Company 0.03% 873 $56K No change
PSX Phillips 66 0.03% 383 $54K No change
ORCL Oracle Corp. 0.03% 380 $53K No change
SCHA Schwab US Small-Cap ETF 0.03% 1,125 $53K Reduce -41.9%
ESGD iShares Trust iShares ESG Aw 0.03% 650 $51K No change
MCK McKesson Corp. 0.03% 83 $48K No change
IJR iShares Core S&P Small-Cap E 0.03% 444 $47K No change
ETN Eaton Corp. PLC 0.03% 150 $47K No change
CEG Constellation Energy 0.03% 231 $46K Reduce -0.4%
FIW First Trust Water ETF 0.03% 456 $45K No change
NTR Nutrien Ltd. 0.03% 867 $44K No change
ADP Automatic Data Processing 0.02% 176 $42K No change
UNH Unitedhealth Group Inc. 0.02% 77 $39K Add +2.7%
UL Unilever PLC 0.02% 707 $38K Add +1.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.02% 155 $37K Reduce -42.8%
DAL Delta Air Lines Inc. 0.02% 759 $36K No change
IJH iShares Core S&P Midcap ETF 0.02% 577 $33K Add +2.1%
PPL PPL Corp. 0.02% 1,193 $32K Add +0.8%
PAYX Paychex Inc. 0.02% 275 $32K No change
CHD Church & Dwight Co. Inc. 0.02% 300 $31K No change
CTAS Cintas Corp. 0.02% 45 $31K No change
COST Costco Wholesale Corp. 0.02% 36 $30K Add +28.6%
SBUX Starbucks Corp. 0.02% 383 $29K No change
HCA HCA Healthcare Inc. 0.02% 88 $28K No change
HON Honeywell International Inc. 0.02% 135 $28K No change
MDY State Street SPDR S&P Midcap 0.02% 54 $28K No change
TTE Totalenergies SE -Spon ADR 0.02% 424 $28K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.02% 275 $27K No change
EXC Exelon Corp. 0.01% 745 $25K Add +0.9%
FTNT Fortinet Inc. 0.01% 390 $23K No change
TGT Target Corp. 0.01% 142 $21K No change
CVX Chevron Corp. 0.01% 132 $20K Add +6.5%
ESGV Vanguard ESG US Stock ETF 0.01% 199 $19K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.01% 76 $18K No change
WSM Williams-Sonoma Inc. 0.01% 66 $18K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.01% 100 $17K No change
IEMG iShares Core MSCI Emerging 0.01% 300 $16K No change
GE General Electric filed as GE AEROSPACE 0.01% 95 $15K No change
MO Altria Group Inc. 0.01% 273 $12K Add +3.8%
DHR Danaher Corp. 0.01% 50 $12K No change
INTC Intel Corp. 0.01% 391 $12K Add +4.3%
IWD iShares Russell 1000 Value E 0.01% 71 $12K No change
CRM Salesforce Inc. 0.01% 50 $12K No change
T AT&T Inc. 0.01% 580 $11K Add +1.1%
UBER Uber Technologies Inc. 0.01% 163 $11K Add +5333.3%
AWK American Water Works Co. Inc. 0.01% 80 $10K No change
UPS United Parcel Service Class B 0.01% 79 $10K Reduce -11.2%
F Ford Motor Co. filed as FORD MTR CO DEL 0.00% 700 $8K No change
EXR Extra Space Storage Inc. 0.00% 50 $7K No change
METV Roundhill Ball Metaverse ETF 0.00% 600 $7K No change
BND Vanguard Total Bond Market 0.00% 98 $7K Add +108.5%
GOLF Acushnet Holdings Corp. 0.00% 103 $6K No change
ARCC Ares Capital Corp. 0.00% 304 $6K Add +2.0%
CRC California Resources Corp. 0.00% 113 $6K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.00% 101 $6K New
VZ Verizon Communications Inc. 0.00% 149 $6K Add +0.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.00% 124 $4K No change
BAX Baxter International Inc. 0.00% 100 $3K No change
KMX Carmax Inc. 0.00% 43 $3K No change
DFAI Dimensional International Co. 0.00% 118 $3K New
GEV GE Vernova Inc. 0.00% 23 $3K No change
RIVN Rivian Automotive Inc. Class A 0.00% 256 $3K Add +4166.7%
SYF Synchrony Financial 0.00% 73 $3K Reduce -1.4%
DFAE Dimensional Emerging Core Eq 0.00% 105 $2K New
ABBV Abbvie Inc. 0.00% 8 $1K New
DFS Discover Financial Services 0.00% 10 $1K New
GSLC Goldman Activebeta US LC ETF 0.00% 17 $1K No change
SPGP Invesco S&P 500 Garp ETF 0.00% 18 $1K No change
IOO iShares Global 100 ETF 0.00% 19 $1K No change
PM Philip Morris International 0.00% 11 $1K Reduce -85.9%
RTX RTX Corp. 0.00% 10 $1K New
XLK SS Technology Select Sector 0.00% 8 $1K New
VIG Vanguard Dividend Apprec ETF 0.00% 10 $1K No change
VNQ Vanguard Real Estate ETF 0.00% 20 $1K No change
CDC Victoryshares US Eq Income E 0.00% 27 $1K No change
ABT Abbott Laboratories 0.00% 8 $0 New
FRDM Freedom 100 Emeging MRKT ETF 0.00% 23 $0 No change
CARR Carrier Global Corp. 0.00% 8 $0 New
KO The Coca-Cola Co. 0.00% 10 $0 Add +400.0%
DLTR Dollar Tree Inc. 0.00% 5 $0 New
NFLT Virtus Newfleet Multi-Sector 0.00% 17 $0 No change
FBND Fidelity Total Bond ETF 0.00% 17 $0 No change
DIVI Franklin International Core 0.00% 27 $0 No change
GD General Dynamics Corp. 0.00% 2 $0 New
GBTC Grayscale Bitcoin Trust ETF 0.00% 5 $0 No change
NGVT Ingevity Corp. 0.00% 7 $0 New
IQLT iShares MSCI International Q 0.00% 22 $0 No change
IDRV iShares Self-Driving Ev&tech 0.00% 5 $0 No change
LUMINAR TECHNOLOGIES INC 0.00% 21 $0 No change
MCD McDonald's Corp. 0.00% 2 $0 New
NKE Nike Inc. Class B 0.00% 2 $0 No change
OLPX Olaplex Holdings Inc. 0.00% 10 $0 No change
OTIS Otis Worldwide Corp. 0.00% 4 $0 New
PYPL PayPal Holdings Inc. 0.00% 2 $0 New
RBLX Roblox Corp. Class A 0.00% 10 $0 No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.00% 15 $0 No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.00% 4 $0 Reduce -20.0%
SCHR Schwab Intermediate-Term US 0.00% 7 $0 New
SCHO Schwab Short-Term US Treas 0.00% 7 $0 New
SHOP Shopify Inc. Class A 0.00% 5 $0 No change
UA Under Armour Inc. Class C 0.00% 57 $0 No change
VWOB Vanguard Emerg MKTS Gov BND 0.00% 15 $0 No change
WBD Warner Bros Discovery Inc. 0.00% 79 $0 No change
WRK Westrock Co. 0.00% 16 $0 New

Portfolio Sells Q1 2024 → Q2 2024
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.9% 11.43% −0.60
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.6% 3.37% −0.28
NULV Nuveen ESG Large-Cap Val ETF Reduce -0.4% 1.06% −0.06
D Dominion Energy Inc. Reduce -51.2% 0.05% −0.06
SCHX Schwab US Large-Cap ETF Reduce -8.6% 0.71% −0.06
NULG Nuveen ESG LRG-Cap GRW ETF Reduce -5.8% 1.51% −0.04
UNP Union Pacific Corp. Reduce -0.3% 0.29% −0.03
ELV Elevance Health Inc. Reduce -32.6% 0.07% −0.03
SCHA Schwab US Small-Cap ETF Reduce -41.9% 0.03% −0.03
IDCC Interdigital Inc. Sold out 0.00% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -42.8% 0.02% −0.02
SCHF Schwab Intl Equity ETF Reduce -5.7% 0.13% −0.01
VOO Vanguard S&P 500 ETF Reduce -2.9% 0.70% −0.01
SCHG Schwab US Large-Cap Growth Reduce -20.6% 0.05% −0.01
BA The Boeing Co. Sold out 0.00% −0.01
BX Blackstone Inc. Sold out 0.00% −0.01
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -8.9% 0.08% −0.01
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.01
ORI Old Republic Intl Corp. Reduce -0.4% 0.17% −0.01
PM Philip Morris International Reduce -85.9% 0.00% −0.00
UPS United Parcel Service Class B Reduce -11.2% 0.01% −0.00
XMMO Invesco S&P Midcap Momentum Reduce -0.2% 0.04% −0.00
WFC Wells Fargo & Co. Reduce -0.4% 0.23% −0.00
KMI Kinder Morgan Inc. Sold out 0.00% −0.00
MET Metlife Inc. Sold out 0.00% −0.00
VTI VG Morningstar TS MKT ETF-US Reduce 0.0% 0.09% −0.00
ARRY Array Technologies Inc. Sold out 0.00% −0.00
BHF Brighthouse Financial Inc. Sold out 0.00% −0.00
CLNE Clean Energy Fuels Corp. Sold out 0.00% −0.00
CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −0.00
DKNG Draftkings Inc. Class A Sold out 0.00% −0.00
GH Guardant Health Inc. Sold out 0.00% −0.00
KHC The Kraft Heinz Co. Sold out 0.00% −0.00
SLB SLB Ltd. Reduce -20.0% 0.00% −0.00
SYF Synchrony Financial Reduce -1.4% 0.00% −0.00
U Unity Software Inc. Sold out 0.00% −0.00
MDT Medtronic PLC Sold out 0.00% −0.00
MKL Markel Group Inc. Reduce -1.4% 0.07% +0.00
CEG Constellation Energy Reduce -0.4% 0.03% +0.00
KMB Kimberly-Clark Corp. Reduce -0.5% 0.16% +0.01
TSLA Tesla Inc. Reduce -1.2% 0.08% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -3.3% 15.16% +0.35

Portfolio Buys Q1 2024 → Q2 2024
BNDX Vanguard Total Intl Bond ETF Add +7.3% 11.51% +0.38
BSV Vanguard Short-Term Bond ETF Add +7.1% 7.89% +0.33
VWO Vanguard Ftse Emerging Marke Add +2.6% 5.80% +0.26
VMBS Vanguard Mortgage-Backed Sec Add +6.2% 4.99% +0.14
BIV Vanguard Intermediate-Term B Add +7.4% 3.21% +0.12
AAPL Apple Inc. Add +1.7% 0.68% +0.12
NUDM Nuveen ESG Intl Devel MRK Eq Add +6.0% 2.50% +0.08
NUEM Nuveen ESG Emerging Markets Add +6.9% 0.78% +0.06
BLV Vanguard Long-Term Bond ETF Add +7.1% 4.49% +0.06
NUBD Nuveen ESG US Aggregate Bond Add +12.6% 0.72% +0.06
VT Vanguard Tot World STK ETF Add +31.1% 0.18% +0.04
GOOGL Alphabet Inc. Class A Add +2.5% 0.14% +0.02
KNSL Kinsale Capital Group Inc. Add +197.0% 0.04% +0.02
BNDW Vanguard Total World Bond Et Add +38.0% 0.05% +0.01
GOOG Alphabet Inc. Class C Add +4.2% 0.07% +0.01
WMT Walmart Inc. Add +0.0% 0.13% +0.01
SCHB Schwab US Broad Market ETF Add +17.2% 0.05% +0.01
UBER Uber Technologies Inc. Add +5333.3% 0.01% +0.01
COST Costco Wholesale Corp. Add +28.6% 0.02% +0.00
IVV iShares Core S&P 500 ETF Add +14.0% 0.04% +0.00
AMZN Amazon.com Inc. Add +1.7% 0.09% +0.00
FNDX Schwab Fndmntl US LRG Co. ETF New 0.00% +0.00
NUSC Nuveen ESG Small-Cap ETF Add +9.4% 0.35% +0.00
DFAI Dimensional International Co. New 0.00% +0.00
BND Vanguard Total Bond Market Add +108.5% 0.00% +0.00
DFAE Dimensional Emerging Core Eq New 0.00% +0.00
RIVN Rivian Automotive Inc. Class A Add +4166.7% 0.00% +0.00
ABBV Abbvie Inc. New 0.00% +0.00
DFS Discover Financial Services New 0.00% +0.00
RTX RTX Corp. New 0.00% +0.00
XLK SS Technology Select Sector New 0.00% +0.00
UL Unilever PLC Add +1.0% 0.02% +0.00
ABT Abbott Laboratories New 0.00% 0.00
CARR Carrier Global Corp. New 0.00% 0.00
DLTR Dollar Tree Inc. New 0.00% 0.00
GD General Dynamics Corp. New 0.00% 0.00
NGVT Ingevity Corp. New 0.00% 0.00
MCD McDonald's Corp. New 0.00% 0.00
OTIS Otis Worldwide Corp. New 0.00% 0.00
PYPL PayPal Holdings Inc. New 0.00% 0.00
SCHR Schwab Intermediate-Term US New 0.00% 0.00
SCHO Schwab Short-Term US Treas New 0.00% 0.00
UNH Unitedhealth Group Inc. Add +2.7% 0.02% 0.00
WRK Westrock Co. New 0.00% 0.00
T AT&T Inc. Add +1.1% 0.01% −0.00
MO Altria Group Inc. Add +3.8% 0.01% −0.00
CVX Chevron Corp. Add +6.5% 0.01% −0.00
KO The Coca-Cola Co. Add +400.0% 0.00% −0.00
ARCC Ares Capital Corp. Add +2.0% 0.00% −0.00
VZ Verizon Communications Inc. Add +0.7% 0.00% −0.00

Notes & Other Activity Q1 2024 → Q2 2024
VOOV Vanguard S&P 500 Value ETF 500 VAL IDX FD Reduce -100.0% 0 $0
VOOG Vanguard S&P 500 Growth ETF 500 GRTH IDX F Reduce -100.0% 0 $0
AEP American Electric Power COM Sold out 0 $0before exit
PFG Principal Financial Group COM New 0 $0
PRA Proassurance Corp. COM New 0 $0

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

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 942$272.1MVEA, VUG, VTV, BNDX, BSV
Q1 2026 160$237.3MVEA, VUG, VTV, BNDX, BSV
Q4 2025 168$230.9MVEA, VUG, VTV, BNDX, BSV
Q3 2025 160$222.4MVEA, VUG, VTV, BNDX, BSV
Q2 2025 155$204.0MVEA, VUG, VTV, BNDX, BSV
Q1 2025 160$190.0MVEA, VUG, VTV, BNDX, BSV
Q4 2024 183$183.0MVUG, VEA, VTV, BNDX, BSV
Q3 2024 196$183.7MVEA, VUG, VTV, BNDX, BSV
Q2 2024 186$174.0MVUG, VEA, BNDX, VTV, BSV
Q1 2024 184$169.4MVEA, VUG, VTV, BNDX, BSV