Farther Finance Advisors, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 31, 2024), Farther Finance Advisors, LLC reported 3,805 stock positions worth $2.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.9% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 5.2%) and Nvidia (NVDA, 4.6%). Compared with Q1 2024, it opened 384 new positions, sold out of 156, added to 2,058 and reduced 646. The biggest buy was Nvidia (NVDA, shares +13%) and the biggest sale Vanguard Short-Term Bond ETF (BSV, shares −7%).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001992825
Portfolio Value
$2.1B (Q2 2024)
SEC Filing
0001992825-24-000006 ↗ filed Jul 31, 2024

Holdings Value

0$5.0B$10.0B$15.0B Q1 2024: $1.6B Q1 2024 Q2 2024: $2.1B $2.1B Q2 2024 Q3 2024: $2.7B Q3 2024 Q4 2024: $2.8B Q4 2024 Q1 2025: $3.9B Q1 2025 Q2 2025: $5.0B Q2 2025 Q3 2025: $6.6B Q3 2025 Q4 2025: $9.3B Q4 2025 Q1 2026: $10.6B Q1 2026 Q2 2026: $12.8B Q2 2026

Holdings 3,805 stocks · $2.1B
IVV iShares Core S&P 500 ETF 6.94% 261,052 $143.2M Add +18.9%
VOO Vanguard S&P 500 ETF 5.24% 215,513 $108.0M Add +6.5%
NVDA Nvidia Corp. 4.57% 758,488 $94.3M Add +13.0%
AAPL Apple Inc. 2.55% 242,375 $52.5M Add +16.1%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 2.38% 1,096,231 $49.1M Add +22.0%
MSFT Microsoft Corp. 2.20% 99,508 $45.4M Add +40.3%
FFIU Uva Unconstrained Medium-Ter 1.87% 1,801,783 $38.5M Add +4.7%
BIV Vanguard Intermediate-Term B 1.48% 411,526 $30.6M Add +1.6%
QUAL iShares MSCI USA Quality Fac 1.27% 153,907 $26.2M Add +15.2%
AMZN Amazon.com Inc. 1.26% 132,331 $26.1M Add +76.8%
MUB iShares National Muni Bond E 1.13% 219,344 $23.3M Add +21.0%
BSV Vanguard Short-Term Bond ETF 1.12% 302,650 $23.1M Reduce -7.5%
VEA Vanguard Ftse Developed ETF 1.01% 419,536 $20.8M Add +47.0%
GOOGL Alphabet Inc. Class A 0.95% 107,321 $19.6M Add +36.3%
IJR iShares Core S&P Small-Cap E 0.90% 176,382 $18.7M Add +21.8%
IVW iShares S&P 500 Growth ETF 0.88% 195,430 $18.2M Add +83.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.86% 32,663 $17.8M Add +125.5%
IEFA iShares Core MSCI Eafe ETF 0.85% 239,746 $17.4M Add +6.0%
EFG iShares MSCI Eafe Growth ETF 0.74% 149,071 $15.2M Add +33.3%
VGIT Vanguard Intermediate-Term T 0.73% 259,745 $15.0M Add +40.8%
IYW iShares Ustechnology ETF 0.71% 96,701 $14.7M Add +28.5%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.69% 303,742 $14.3M Add +59.5%
BRK.B Berkshire Hathaway Inc. Class B 0.69% 35,115 $14.2M Add +18.3%
BND Vanguard Total Bond Market 0.66% 190,138 $13.6M Add +23.0%
HEFA Isha Curr Hedged MSCI Eafe 0.65% 377,512 $13.5M Add +2.8%
SCHX Schwab US Large-Cap ETF 0.64% 204,862 $13.2M Add +0.6%
SCHO Schwab Short-Term US Treas 0.63% 271,733 $13.0M Add +4.2%
IVE iShares S&P 500 Value ETF 0.59% 66,949 $12.1M Add +29.1%
QQQ Invesco QQQ Trust Series 1 0.58% 25,046 $12.1M Add +16.6%
IEMG iShares Core MSCI Emerging 0.58% 224,750 $12.1M Add +21.5%
MBB iShares MBS ETF 0.55% 125,574 $11.4M Add +13.4%
LLY Eli Lilly & Co. 0.55% 12,453 $11.4M Add +50.1%
CVX Chevron Corp. 0.53% 70,479 $11.0M Add +25.4%
EFV iShares MSCI Eafe Value ETF 0.53% 205,590 $11.0M Reduce -19.2%
GOOG Alphabet Inc. Class C 0.53% 59,097 $10.9M Add +33.9%
SGOL Abrdn Physical Gold Shares 0.50% 460,391 $10.3M Reduce -0.1%
SHM SS SPDR N Ice St Muni ETF 0.47% 205,551 $9.7M Reduce -5.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.46% 59,518 $9.5M Reduce -12.3%
V Visa Inc. Class A 0.43% 34,008 $9.0M Add +47.0%
GOVT iShares US Treasury Bond ETF 0.41% 373,613 $8.4M Add +3.9%
JPM JPMorgan Chase & Co. 0.40% 40,291 $8.3M Add +30.0%
SPMD SS SPDR P S&P 400 Midcap ETF 0.40% 162,575 $8.3M Add +110.7%
META Meta Platforms Inc. Class A 0.40% 16,275 $8.2M Add +43.1%
VNQ Vanguard Real Estate ETF 0.39% 97,049 $8.1M Add +1.6%
VTI VG Morningstar TS MKT ETF-US 0.38% 29,434 $7.9M Add +181.8%
SPIB SS SPDR P Int C Corp. ETF 0.37% 236,367 $7.6M Add +69.7%
WMT Walmart Inc. 0.37% 112,876 $7.6M Add +10.1%
XLG Invesco S&P 500 Top 50 ETF 0.36% 161,464 $7.4M Reduce -3.6%
AGG iShares Core U.S. Aggregate 0.36% 76,993 $7.4M Reduce -2.4%
TLT iShares 20+ Year Treasury BD 0.35% 81,016 $7.3M Add +15.1%
VWO Vanguard Ftse Emerging Marke 0.34% 160,928 $7.1M Add +34.6%
EMXC iShares MSCI Emr MRK Ex Chna 0.34% 118,841 $7.0M Add +40.1%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.34% 35,147 $7.0M Reduce -5.6%
DFUV Dimensional US Marketwide Va 0.33% 176,758 $6.9M Add +6.0%
IJH iShares Core S&P Midcap ETF 0.33% 115,670 $6.7M Add +7.0%
PG The Procter & Gamble Co. 0.32% 41,166 $6.7M Add +28.4%
JNJ Johnson & Johnson 0.32% 45,657 $6.7M Add +16.1%
VGSH Vanguard Short-Term Treasury 0.32% 114,472 $6.6M Add +19.7%
AVUS Avantis U.S. Equity ETF 0.32% 73,068 $6.6M Add +20.6%
HD Home Depot Inc. 0.32% 19,420 $6.5M Add +10.2%
XOM Exxon Mobil Corp. 0.31% 56,305 $6.5M Add +18.6%
AVGO Broadcom Inc. 0.31% 3,923 $6.4M Add +27.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.31% 35,314 $6.4M Reduce -1.8%
SPHY SS SPDR P High Yield ETF 0.30% 272,219 $6.3M Add +42.3%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.30% 24,676 $6.2M Add +2.2%
UNH Unitedhealth Group Inc. 0.29% 12,199 $6.0M Add +40.5%
COST Costco Wholesale Corp. 0.29% 7,012 $5.9M Add +27.7%
ESGU iShares ESG Aware MSCI USA 0.28% 48,969 $5.9M Reduce -20.3%
ACN Accenture PLC Class A 0.28% 18,991 $5.7M Add +12.4%
TSLA Tesla Inc. 0.27% 26,453 $5.6M Add +15.4%
GBIL Goldman Sachs Access Treasur 0.26% 54,740 $5.5M Add +19951.3%
SPYG SS SPDR P S&P 500 Growth ETF 0.26% 67,430 $5.4M Reduce -0.9%
MA Mastercard Inc. Class A 0.26% 12,345 $5.4M Add +33.2%
VIG Vanguard Dividend Apprec ETF 0.25% 28,764 $5.2M Add +29.0%
IWF iShares Russell 1000 Growth 0.25% 14,050 $5.2M Add +3.2%
LRGF iShares US Equity Factor ETF 0.25% 92,160 $5.1M Reduce -1.6%
ORCL Oracle Corp. 0.25% 35,338 $5.1M Add +13.8%
VGLT Vanguard Long-Term Treasury 0.23% 85,262 $4.8M Add +6.4%
DFAS Dimensional US Small Cap ETF 0.23% 78,960 $4.7M Add +4.3%
WFC Wells Fargo & Co. 0.23% 76,866 $4.7M Add +473.1%
NOBL Proshares S&P 500 Dividend A 0.23% 48,918 $4.7M Reduce -4.4%
ADBE Adobe Inc. 0.22% 8,161 $4.6M Add +35.2%
SHY iShares 1-3 Year Treasury Bo 0.22% 55,367 $4.5M Add +28.3%
TFLO iShares Treasury Floating Ra 0.21% 87,084 $4.4M Reduce -10.7%
CRM Salesforce Inc. 0.21% 16,686 $4.3M Add +54.9%
VUG Vanguard Mrngstar GR ETF-Sui 0.21% 11,275 $4.2M Add +19.1%
VCSH Vanguard S/T Corp. Bond ETF 0.20% 54,848 $4.2M Reduce -5.0%
ITOT iShares Core S&P Total U.S. 0.20% 35,111 $4.2M Add +0.6%
RSP Invesco S&P 500 Equal Weight 0.20% 25,363 $4.1M Add +59.3%
PEP Pepsico Inc. 0.20% 24,884 $4.1M Add +22.9%
NVO Novo-Nordisk A/S-Spons ADR 0.19% 26,600 $3.9M Reduce -1.1%
JNK SS SPDR BB High Yield Bond 0.19% 41,220 $3.9M Reduce -13.9%
AVUV Avantis US Small Cap Value 0.19% 43,053 $3.8M Reduce -1.1%
NEE Nextera Energy Inc. 0.19% 54,826 $3.8M Add +0.1%
INTF iShares International Equity 0.19% 130,013 $3.8M Add +12.8%
MCD McDonald's Corp. 0.18% 15,186 $3.8M Add +30.7%
SPUS SP Funds S&P Sharia Indu Exc 0.18% 91,886 $3.7M Add +38.5%
GLD SPDR Gold Shares 0.18% 17,147 $3.7M Reduce -15.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.18% 15,193 $3.7M Add +29.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.18% 37,068 $3.6M Add +12.7%

Show all 3,805 holdings

Options reported separately and not counted above: COMSTOCK INC calls ($4K).

Other holdings (9): bonds, preferreds, convertibles and warrants · $210K (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 2,671$109KReduce -0.9%
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 41$48KNo change
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 36$43KNo change
NE.WS Noble Corp. PLC-28 *W EXP 02/04/202 143$3KNo change
HTZWW Hertz Global Hldgs Inc. -CW51 *W EXP 06/30/205 1,217$3KReduce -9.6%
NOBLE CORP PLC-28 *W EXP 02/04/202 143$3KNo change
VEEAW Plum Acquisition I A -CW28 *W EXP 03/18/202 12,400$620New
VAL.WS Valaris Ltd. -CW28 *W EXP 04/29/202 4$51Add +300.0%
DSX.WS Diana Shipping Inc.-28 *W EXP 12/14/202 73$47No change
Lines left out (3) · $34 — a value with no share or principal amount
SecurityClassSharesValue
ONEY SS SPDR R1000 Yield Foc ETF ST STR R1K YLD0$19
JPIB JPMorgan Intl BND ETF INTL BD OPP ETF0$13
GGN Gamco GLBL Gold NTRL Res Inc. COM SH BEN INT0$2

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $2.1B.

Portfolio Sells Q1 2024 → Q2 2024
BSV Vanguard Short-Term Bond ETF Reduce -7.5% 1.12% −0.40
EFV iShares MSCI Eafe Value ETF Reduce -19.2% 0.53% −0.31
VCIT Vanguard Int-Term Corporate Reduce -61.9% 0.11% −0.25
VTV Vanguard Mrngstr Val ETF-Aui Reduce -12.3% 0.46% −0.21
SHM SS SPDR N Ice St Muni ETF Reduce -5.2% 0.47% −0.16
ESGU iShares ESG Aware MSCI USA Reduce -20.3% 0.28% −0.14
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -1.8% 0.31% −0.11
AGG iShares Core U.S. Aggregate Reduce -2.4% 0.36% −0.11
SGOL Abrdn Physical Gold Shares Reduce -0.1% 0.50% −0.10
BIBL Inspire 100 ETF Reduce -92.1% 0.01% −0.09
FYLD Cambria Foreign Shareholder Reduce -92.0% 0.01% −0.09
NOBL Proshares S&P 500 Dividend A Reduce -4.4% 0.23% −0.09
JNK SS SPDR BB High Yield Bond Reduce -13.9% 0.19% −0.09
TFLO iShares Treasury Floating Ra Reduce -10.7% 0.21% −0.09
MGC Vngrd Mrngstr MG Cap ETF-Usd Reduce -5.6% 0.34% −0.09
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -33.8% 0.09% −0.08
GLD SPDR Gold Shares Reduce -15.9% 0.18% −0.08
XLG Invesco S&P 500 Top 50 ETF Reduce -3.6% 0.36% −0.07
USMV iShares MSCI USA Min Vol Fac Reduce -40.4% 0.06% −0.07
VCSH Vanguard S/T Corp. Bond ETF Reduce -5.0% 0.20% −0.07
IXC iShares Global Energy ETF Reduce -48.8% 0.04% −0.06
AVUV Avantis US Small Cap Value Reduce -1.1% 0.19% −0.06
LRGF iShares US Equity Factor ETF Reduce -1.6% 0.25% −0.06
CVS CVS Health Corp. Reduce -18.5% 0.05% −0.06
IBTG iShares Ibonds Dec 2026 Term Reduce -45.3% 0.04% −0.06
SCHF Schwab Intl Equity ETF Reduce -4.0% 0.17% −0.06
DFCF Dimensional Core Fixed Inc. Reduce -11.0% 0.13% −0.05
SCHD Schwab US DVD Equity ETF Reduce -15.4% 0.10% −0.05
SCHM Schwab US Mid Cap ETF Reduce -1.3% 0.15% −0.05
BNDX Vanguard Total Intl Bond ETF Reduce -10.3% 0.12% −0.05
PLD Prologis Inc. Reduce -38.0% 0.04% −0.05
VTEB Vanguard Tax-Exempt Bond ETF Reduce -2.0% 0.16% −0.05
EYLD Cambria Emerg Shrhldr Yield Reduce -91.6% 0.00% −0.04
IBTH iShares Ibonds Dec 2027 Term Reduce -92.9% 0.00% −0.04
ICSH iShares Ultra Short Duration Reduce -38.5% 0.04% −0.04
BLV Vanguard Long-Term Bond ETF Reduce -82.3% 0.01% −0.04
SPYG SS SPDR P S&P 500 Growth ETF Reduce -0.9% 0.26% −0.04
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -7.2% 0.12% −0.04
FTSD Franklin Short Duration U.S. Reduce -5.7% 0.10% −0.03
RTX RTX Corp. Reduce -0.5% 0.14% −0.03
IWM iShares Russell 2000 ETF Reduce -9.0% 0.08% −0.03
SPYD SS SPDR P S&P 500 Hi Div ETF Reduce -12.2% 0.08% −0.03
SPDW Ste STR SPDR PT DW Eu ETF Reduce -4.5% 0.10% −0.03
TIPX SS SPDR BB 1-10YR Tips ETF Reduce -4.8% 0.10% −0.03
HYMB SS SPDR N Ice HY Muni ETF Reduce -16.1% 0.06% −0.03
RWM Proshares Short RUSSELL2000 Reduce -0.0% 0.15% −0.03
IBMQ iShares Ibonds Dec 2028 Muni Reduce -91.2% 0.00% −0.03
IBMP iShares Ibonds Dec 2027 Term Reduce -91.2% 0.00% −0.03
IBMO iShares Ibonds Dec 2026 Term Reduce -90.2% 0.00% −0.03
TIP iShares Tips Bond ETF Reduce -18.4% 0.06% −0.03

Portfolio Buys Q1 2024 → Q2 2024
NVDA Nvidia Corp. Add +13.0% 4.57% +0.88
AMZN Amazon.com Inc. Add +76.8% 1.26% +0.44
SPY SS SPDR S&P 500 ETF Trust-US Add +125.5% 0.86% +0.40
AAPL Apple Inc. Add +16.1% 2.55% +0.39
MSFT Microsoft Corp. Add +40.3% 2.20% +0.37
IVW iShares S&P 500 Growth ETF Add +83.2% 0.88% +0.33
GBIL Goldman Sachs Access Treasur Add +19951.3% 0.26% +0.26
VTI VG Morningstar TS MKT ETF-US Add +181.8% 0.38% +0.22
GOOGL Alphabet Inc. Class A Add +36.3% 0.95% +0.21
DYNF Ishrs US E F R A ETF-Usd Inc. Add +59.5% 0.69% +0.18
WFC Wells Fargo & Co. Add +473.1% 0.23% +0.18
LLY Eli Lilly & Co. Add +50.1% 0.55% +0.17
SPMD SS SPDR P S&P 400 Midcap ETF Add +110.7% 0.40% +0.15
VEA Vanguard Ftse Developed ETF Add +47.0% 1.01% +0.14
FCUS Pinnacle Focused Opport ETF New 0.12% +0.12
GOOG Alphabet Inc. Class C Add +33.9% 0.53% +0.11
DOGG FT Vest Djia Dogs 10 Target New 0.10% +0.10
SPIB SS SPDR P Int C Corp. ETF Add +69.7% 0.37% +0.10
IYW iShares Ustechnology ETF Add +28.5% 0.71% +0.09
VGIT Vanguard Intermediate-Term T Add +40.8% 0.73% +0.08
FTC First Trust Large Cap Growth Add +27140.4% 0.08% +0.08
BOND PIMCO Active Bond Exchange-T Add +534.1% 0.09% +0.07
RFG Invesco S&P Midcap 400 Pure New 0.07% +0.07
MINT PIMCO Enhanced Short Maturit Add +167.3% 0.13% +0.07
MU Micron Technology Inc. Add +318.8% 0.10% +0.07
BKNG Booking Holdings Inc. Add +361.2% 0.09% +0.06
COWZ Pacer US Cash Cows 100 ETF Add +648.3% 0.08% +0.06
DCOR Dimensional US Core Eq 1 ETF Add +861.9% 0.07% +0.06
INTU Intuit Inc. Add +90.2% 0.17% +0.06
AVGO Broadcom Inc. Add +27.4% 0.31% +0.06
META Meta Platforms Inc. Class A Add +43.1% 0.40% +0.06
PANW Palo Alto Networks Inc. Add +78.9% 0.13% +0.06
VXUS Vanguard Total Intl Stock Add +82.9% 0.17% +0.05
JPST JPMorgan Ultra-Short Income Add +141.5% 0.10% +0.05
TJX TJX Companies Inc. Add +156.4% 0.09% +0.05
IGEB iShares Investment Grade SYS Add +1341.5% 0.05% +0.05
NRG NRG Energy Inc. Add +785.3% 0.05% +0.05
COST Costco Wholesale Corp. Add +27.7% 0.29% +0.05
WDC Western Digital Corp. Add +460.8% 0.06% +0.05
CEG Constellation Energy Add +306.0% 0.06% +0.05
EMXC iShares MSCI Emr MRK Ex Chna Add +40.1% 0.34% +0.04
PGR Progressive Corp. Add +306.0% 0.06% +0.04
V Visa Inc. Class A Add +47.0% 0.43% +0.04
NFLX Netflix Inc. Add +61.8% 0.14% +0.04
SSO Proshares Ultra S&P500 New 0.04% +0.04
SUSL iShares ESG MSCI USA Leaders Add +148.6% 0.08% +0.04
BAC Bank of America Corp. Add +76.4% 0.12% +0.04
RSP Invesco S&P 500 Equal Weight Add +59.3% 0.20% +0.04
ADBE Adobe Inc. Add +35.2% 0.22% +0.04
VWO Vanguard Ftse Emerging Marke Add +34.6% 0.34% +0.04

Options Activity Q1 2024 → Q2 2024
COMSTOCK INC call Reduce -22.8% 22,000 $4K
ACCENTURE PLC IRELAND put Sold out 1,500 $509before exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

Notes & Other Activity Q1 2024 → Q2 2024
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 Reduce -0.9% 2,671 $109K
HTZWW Hertz Global Hldgs Inc. -CW51 *W EXP 06/30/205 Reduce -9.6% 1,217 $3K
VEEAW Plum Acquisition I A -CW28 *W EXP 03/18/202 New 12,400 $620
VAL.WS Valaris Ltd. -CW28 *W EXP 04/29/202 Add +300.0% 4 $51
ONEY SS SPDR R1000 Yield Foc ETF ST STR R1K YLD New 0 $19
JPIB JPMorgan Intl BND ETF INTL BD OPP ETF New 0 $13
AIRC Apartment Income REIT Co. COM Reduce -100.0% 0 $0
STEM Stem Inc. COM Reduce -100.0% 0 $0
TVRD Cara Therapeutics Inc. COM Reduce -100.0% 0 $0
PARAA Paramount Global Class A CLASS A COM Reduce -100.0% 0 $0
AVK Advent Convert & Income COM Sold out 0 $0before exit
SOLAI LIMITED SPON ADR New 0 $0
BNGO Bionano Genomics Inc. COM NEW New 0 $0
BDTX Black Diamond Therapeutics I COM New 0 $0
CARM Carisma Therapeutics Inc. COM New 0 $0
CENN Cenntro Inc. COM New 0 $0
IMNN Imunon Inc. COM New 0 $0
CENTRAL VALLEY COMM BANCORP COM Sold out 0 $0before exit
CZFS Citizens Financial Services COM New 0 $0
EFOI Energy Focus Inc. COM NEW New 0 $0
SPGP Invesco S&P 500 Garp ETF S&P 500 GARP ETF Sold out 0 $0before exit
NAAS TECHNOLOGY INC SPONSORED ADS New 0 $0
XNCMX Nuveen Ca Amt-FR Muni Inc. COM Sold out 0 $0before exit
PROSHARES TR ULTRAPRO SHT QQQ Sold out 0 $0before exit
VERU Veru Inc. COM New 0 $0
VVOS Vivos Therapeutics Inc. COM NEW New 0 $0
MAXNQ Maxeon Solar Technologie SHS 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 5,911$12.8BIVV, VOO, AAPL, NVDA, DFIV
Q1 2026 5,702$10.6BIVV, VOO, AAPL, NVDA, DFIV
Q4 2025 5,390$9.3BIVV, AAPL, VOO, NVDA, VEA
Q3 2025 4,918$6.6BIVV, VOO, AAPL, NVDA, VEA
Q2 2025 4,467$5.0BIVV, VOO, VEA, AAPL, IUSB
Q1 2025 4,256$3.9BIVV, VOO, AAPL, IUSB, ORLY
Q4 2024 3,996$2.8BIVV, VOO, IUSB, AAPL, MSFT
Q3 2024 3,993$2.7BIVV, VOO, NVDA, AAPL, IUSB
Q2 2024 3,805$2.1BIVV, VOO, NVDA, AAPL, IUSB
Q1 2024 3,579$1.6BIVV, VOO, NVDA, IUSB, FFIU