Firestone Capital Management

Name: Firestone Capital Management 13F holdings, Q1 2025
Creator: Firestone Capital Management
Published: 2025-05-02

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Firestone Capital Management reported 149 stock positions worth $381.4 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 7.3% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 6.5%) and Vanguard Extended Market ETF (VXF, 6.1%). Compared with Q4 2024, it opened 8 new positions, sold out of 12, added to 57 and reduced 54. The biggest buy was Vanguard S/T Corp. Bond ETF (VCSH, shares +11%) and the biggest sale an exit from Invesco S&P 500 Equal Weight (RSP).

Most Recent 13F: Q2 2026
Location: SOUTH MIAMI, FL
CIK: 0001799964
Portfolio Value: $381.4M (Q1 2025)
SEC Filing: 0001799964-25-000003 ↗ filed May 2, 2025

Holdings Value

Holdings 149 stocks · $381.4M


VIG Vanguard Dividend Apprec ETF	7.26%	142,710	$27.7M	Reduce -2.5%
SPY SS SPDR S&P 500 ETF Trust-US	6.53%	44,493	$24.9M	Reduce -0.7%
VXF Vanguard Extended Market ETF	6.10%	135,081	$23.3M	Reduce -0.7%
VTI VG Morningstar TS MKT ETF-US	5.69%	78,922	$21.7M	Reduce -0.3%
VTV Vanguard Mrngstr Val ETF-Aui	5.07%	111,915	$19.3M	Add +2.7%
FNDX Schwab Fndmntl US LRG Co. ETF	4.76%	768,125	$18.1M	Add +2.6%
VCSH Vanguard S/T Corp. Bond ETF	4.36%	210,627	$16.6M	Add +10.8%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	4.24%	350,653	$16.2M	Reduce -3.3%
VNQ Vanguard Real Estate ETF	3.92%	165,195	$15.0M	Add +2.1%
VEU Vanguard Ftse All-World Ex-U	3.83%	240,766	$14.6M	Reduce -0.2%
SCHH Schwab US REIT ETF	2.49%	441,824	$9.5M	Add +0.1%
VTEB Vanguard Tax-Exempt Bond ETF	2.47%	189,867	$9.4M	Reduce -0.2%
IWB iShares Russell 1000 ETF	2.38%	29,648	$9.1M	Reduce -0.7%
VBR Vngrd Mrngst SL-CP Val ETF-U	2.38%	48,696	$9.1M	Add +3.5%
AGG iShares Core U.S. Aggregate	2.33%	89,671	$8.9M	Reduce -1.5%
SCHF Schwab Intl Equity ETF	1.63%	314,631	$6.2M	Reduce -0.9%
FNDF Schwab Fndmn Intl LRG Co. ETF	1.42%	150,082	$5.4M	Add +4.4%
SCHB Schwab US Broad Market ETF	1.41%	250,233	$5.4M	Reduce -0.0%
MDY State Street SPDR S&P Midcap	1.29%	9,229	$4.9M	Reduce -4.6%
SDY SS SPDR S&P Dividend ETF	1.24%	34,925	$4.7M	Reduce -2.5%
VTES Vanguard SH Term Tax-Ex Bond	1.20%	45,505	$4.6M	Add +10.4%
META Meta Platforms Inc. Class A	1.13%	7,461	$4.3M	Reduce -7.7%
AAPL Apple Inc.	1.00%	17,252	$3.8M	Add +0.6%
HELO JPMorgan Hedged Equity ETF	0.88%	56,484	$3.4M	Add +38.4%
IWM iShares Russell 2000 ETF	0.81%	15,405	$3.1M	Add +2.6%
MSFT Microsoft Corp.	0.80%	8,104	$3.0M	Reduce -5.1%
COWZ Pacer US Cash Cows 100 ETF	0.79%	54,797	$3.0M	Reduce -4.3%
BRK.B Berkshire Hathaway Inc. Class B	0.76%	5,409	$2.9M	Reduce -1.9%
XOM Exxon Mobil Corp.	0.72%	23,053	$2.7M	Add +21.3%
GLD SPDR Gold Shares	0.68%	9,018	$2.6M	Add +4.1%
NEE Nextera Energy Inc.	0.67%	35,810	$2.5M	Reduce -4.9%
IVV iShares Core S&P 500 ETF	0.65%	4,385	$2.5M	Add +0.3%
VEA Vanguard Ftse Developed ETF	0.63%	47,122	$2.4M	Reduce -2.5%
IXUS iShares Core Intl Stock ETF	0.63%	34,210	$2.4M	Add +0.3%
CALF PCR US SM CP CSH CWS ETF-Usd	0.59%	60,395	$2.3M	Reduce -2.8%
FBTC Fidelity Wise Origin Bitcoin	0.55%	29,059	$2.1M	Add +10.3%
SCHA Schwab US Small-Cap ETF	0.54%	87,710	$2.1M	Add +2.8%
IEFA iShares Core MSCI Eafe ETF	0.53%	26,698	$2.0M	Reduce -2.2%
CVX Chevron Corp.	0.40%	9,077	$1.5M	Add +0.3%
KO The Coca-Cola Co.	0.39%	20,756	$1.5M	Add +138.3%
AMZN Amazon.com Inc.	0.37%	7,328	$1.4M	Reduce -30.6%
HEFA Isha Curr Hedged MSCI Eafe	0.37%	38,374	$1.4M	Reduce -1.8%
HD Home Depot Inc.	0.36%	3,753	$1.4M	Add +0.7%
SLYV SS SPDR S&P 600 SC Val ETF	0.36%	17,488	$1.4M	Add +8.0%
VCIT Vanguard Int-Term Corporate	0.35%	16,473	$1.3M	Add +22.1%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F	0.34%	25,333	$1.3M	Add +7.0%
EFA iShares MSCI Eafe ETF	0.33%	15,529	$1.3M	Reduce -2.6%
IWV iShares Russell 3000 ETF	0.30%	3,574	$1.1M	Add +0.1%
GNR State Street SPDR S&P Global	0.27%	19,112	$1.0M	Reduce -2.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.26%	3,912	$973K	Reduce -2.5%
PJAN Innovator U.S. Equity Power	0.25%	23,436	$972K	Reduce -2.0%
GOOGL Alphabet Inc. Class A	0.24%	5,985	$925K	Add +0.0%
SCHX Schwab US Large-Cap ETF	0.24%	41,910	$925K	Reduce -7.1%
SCHD Schwab US DVD Equity ETF	0.24%	32,213	$901K	Add +3.7%
NSC Norfolk Southern Corp.	0.23%	3,726	$883K	Add +0.3%
IEMG iShares Core MSCI Emerging	0.23%	16,312	$880K	No change
EPD Enterprise Products Partners	0.23%	25,247	$862K	Reduce -1.0%
JPM JPMorgan Chase & Co.	0.23%	3,499	$858K	Reduce -35.9%
UNP Union Pacific Corp.	0.22%	3,627	$857K	No change
JPST JPMorgan Ultra-Short Income	0.22%	16,716	$846K	Reduce -2.2%
ABBV Abbvie Inc.	0.22%	3,996	$837K	Add +169.1%
IQLT iShares MSCI International Q	0.21%	20,311	$806K	No change
SCHE Schwab Emrg Mrkts Eqty ETF	0.21%	28,553	$787K	Reduce -2.0%
GOOG Alphabet Inc. Class C	0.20%	4,788	$748K	Reduce -6.8%
JNJ Johnson & Johnson	0.18%	4,150	$688K	Reduce -0.5%
VOO Vanguard S&P 500 ETF	0.18%	1,321	$679K	Add +2.1%
ITA iShares U.S. Aerospace & Def	0.18%	4,424	$677K	No change
IWN iShares Russell 2000 Value E	0.18%	4,482	$677K	Reduce -5.8%
FNDE Schwab Fndmntl Em MRK Eq ETF	0.17%	20,970	$646K	Add +3.0%
IUSV iShares Core S&P U.S. Value	0.17%	6,942	$641K	No change
XLK SS Technology Select Sector	0.17%	3,077	$635K	Add +5.5%
QUAL iShares MSCI USA Quality Fac	0.17%	3,682	$629K	Add +0.2%
BJAN Innovator U.S. Equity Buffer	0.16%	13,480	$629K	No change
IJR iShares Core S&P Small-Cap E	0.16%	5,962	$623K	Reduce -6.6%
COST Costco Wholesale Corp.	0.16%	654	$619K	Reduce -9.5%
QQQ Invesco QQQ Trust Series 1	0.16%	1,289	$604K	Add +18.5%
VUG Vanguard Mrngstar GR ETF-Sui	0.16%	1,600	$593K	Add +0.1%
HODL Vaneck Bitcoin ETF	0.15%	25,356	$591K	No change
OKE Oneok Inc.	0.15%	5,822	$578K	Reduce -0.8%
QDF NT Qual Div ETF	0.15%	8,160	$558K	No change
XLE SS Energy Select Sector	0.14%	5,897	$551K	Reduce -0.5%
VWO Vanguard Ftse Emerging Marke	0.14%	11,977	$542K	Add +0.0%
ABT Abbott Laboratories	0.14%	4,085	$542K	New
ESGV Vanguard ESG US Stock ETF	0.14%	5,524	$541K	Add +0.6%
GBTC Grayscale Bitcoin Trust ETF	0.14%	7,945	$518K	Reduce -13.9%
TT Trane Technologies PLC	0.13%	1,503	$506K	Add +0.2%
MLPX Global X MLP & Energy Infras	0.12%	7,442	$475K	Reduce -5.4%
LOW Lowe's Cos Inc.	0.12%	2,029	$473K	Add +1.4%
PDEC Innovator U.S. Equity Power	0.12%	12,474	$469K	Reduce -18.5%
CAT Caterpillar Inc.	0.12%	1,392	$459K	Add +0.1%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP	0.12%	5,413	$454K	No change
CATH Global X S&P 500 Ca Val ETF	0.12%	6,717	$454K	Add +1.6%
PFFD Global X US Preferred ETF	0.12%	23,251	$443K	Add +0.3%
HDV iShares Core High Dividend E	0.11%	3,600	$436K	No change
T AT&T Inc.	0.11%	15,312	$433K	Reduce -6.7%
SO The Southern Co.	0.11%	4,612	$424K	Add +7.8%
IGF iShares Global Infrastructur	0.11%	7,618	$417K	No change
WMT Walmart Inc.	0.11%	4,744	$416K	Add +1.2%
JMUB JPMorgan Municipal ETF	0.10%	7,734	$387K	Add +0.4%
ALL Allstate Corp.	0.10%	1,839	$381K	No change
IWS iShares Russell Mid-Cap Valu	0.10%	2,960	$373K	No change
SLV iShares Silver Trust	0.09%	11,640	$361K	No change
PPTY US Diversified Real Estate E	0.09%	10,998	$347K	No change
SCHM Schwab US Mid Cap ETF	0.09%	13,144	$344K	Add +0.2%
XLF SS Financial Select Sector	0.09%	6,767	$337K	Reduce -6.8%
PMAR Innovator U.S. Equity Power	0.09%	8,287	$331K	No change
AXP American Express Co.	0.09%	1,225	$330K	Add +0.8%
GSEW Goldman Sachs Eql WGHT Large	0.09%	4,329	$329K	New
ARCC Ares Capital Corp.	0.09%	14,850	$329K	No change
OAIM Oneascent Intl Eqty ETF	0.09%	9,762	$326K	Add +5.1%
PFEB Innovator U.S. Equity Power	0.08%	8,917	$319K	No change
SPEM State Street SP PTF Em ETF	0.08%	8,000	$315K	No change
NKE Nike Inc. Class B	0.08%	1,209	$311K	New
OLED Universal Display Corp.	0.08%	2,218	$309K	No change
VYM Vanguard High DVD Yield ETF	0.08%	2,358	$304K	Add +0.5%
VDE Vanguard Energy ETF	0.07%	2,201	$285K	Add +0.1%
NFLX Netflix Inc.	0.07%	306	$285K	Reduce -3.5%
HEI Heico Corp.	0.07%	1,066	$285K	No change
MS Morgan Stanley	0.07%	2,400	$280K	Add +0.1%
SUSL iShares ESG MSCI USA Leaders	0.07%	2,811	$269K	Reduce -3.8%
XLY SS Consumer Disc Select Sect	0.07%	1,334	$263K	Add +23.6%
WBS Webster Financial Corp.	0.07%	5,093	$263K	No change
SUB iShares Short-Term National	0.07%	2,415	$255K	Add +0.4%
MMM 3M Co.	0.07%	1,735	$255K	Reduce -38.9%
XSHQ Invesco S&P Smallcap Quality	0.07%	6,401	$253K	New
MRK Merck & Co. Inc.	0.07%	2,818	$253K	Reduce -29.3%
SMMD iShares Russell 2500 ETF	0.07%	4,000	$250K	No change
PEP Pepsico Inc.	0.06%	1,651	$248K	Add +1.0%
VTHR Vanguard Russell 3000	0.06%	1,000	$247K	Reduce -7.4%
RY Royal Bank of Canada	0.06%	2,134	$241K	Reduce -12.3%
PM Philip Morris International	0.06%	1,457	$231K	New
MSTR Strategy Inc. filed as MICROSTRATEGY INC	0.06%	800	$231K	No change
PG The Procter & Gamble Co.	0.06%	1,351	$230K	Reduce -12.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.06%	2,302	$227K	Add +6.7%
PJUN Innovator U.S. Equity Power	0.06%	6,005	$222K	No change
ABNB Airbnb Inc. Class A	0.06%	1,857	$222K	No change
VB Vanguard Most SM-Cap ETF-Usd	0.06%	990	$219K	Reduce -8.0%
MUB iShares National Muni Bond E	0.06%	2,059	$217K	Add +0.5%
DVY iShares Select Dividend ETF	0.06%	1,601	$215K	No change
IYW iShares Ustechnology ETF	0.06%	1,530	$215K	No change
NVDA Nvidia Corp.	0.06%	1,979	$215K	New
UMH Umh Properties Inc. filed as UMH PPTYS INC	0.06%	11,297	$211K	No change
GS Goldman Sachs Group Inc.	0.06%	386	$211K	Add +0.3%
PFFV Global X Variable Rate Pref	0.05%	8,832	$209K	Add +0.3%
XLC SS Comm Select Sector SPDR	0.05%	2,108	$203K	Reduce -0.6%
XLV SS Health Care Select Sector	0.05%	1,387	$202K	Reduce -27.0%
ET Energy Transfer LP	0.05%	10,170	$189K	New
NG Novagold Resources Inc.	0.02%	31,650	$92K	No change
PHOENIX MTR INC	0.01%	60,400	$21K	New

Portfolio Sells Q4 2024 → Q1 2025


RSP Invesco S&P 500 Equal Weight	Sold out	0.00%	−1.86
PWB Invesco Large Cap Growth ETF	Sold out	0.00%	−0.91
IAU iShares Gold Trust	Sold out	0.00%	−0.67
PWV Invesco Large Cap Value ETF	Sold out	0.00%	−0.53
XMHQ Invesco S&P Midcap Qual ETF	Sold out	0.00%	−0.52
VXF Vanguard Extended Market ETF	Reduce -0.7%	6.10%	−0.32
AMZN Amazon.com Inc.	Reduce -30.6%	0.37%	−0.21
PRF Invesco Rafi US 1000 ETF	Sold out	0.00%	−0.14
JPM JPMorgan Chase & Co.	Reduce -35.9%	0.23%	−0.10
MSFT Microsoft Corp.	Reduce -5.1%	0.80%	−0.10
CALF PCR US SM CP CSH CWS ETF-Usd	Reduce -2.8%	0.59%	−0.09
HAP Vaneck Natural Resources ETF	Sold out	0.00%	−0.08
MDY State Street SPDR S&P Midcap	Reduce -4.6%	1.29%	−0.08
TSLA Tesla Inc.	Sold out	0.00%	−0.07
BAC Bank of America Corp.	Sold out	0.00%	−0.07
DSI iShares ESG MSCI KLD 400 ETF	Sold out	0.00%	−0.05
IWR iShares Russell Mid-Cap ETF	Sold out	0.00%	−0.05
BMO Bank of Montreal	Sold out	0.00%	−0.05
META Meta Platforms Inc. Class A	Reduce -7.7%	1.13%	−0.05
GOOG Alphabet Inc. Class C	Reduce -6.8%	0.20%	−0.05
GBTC Grayscale Bitcoin Trust ETF	Reduce -13.9%	0.14%	−0.03
MRK Merck & Co. Inc.	Reduce -29.3%	0.07%	−0.03
MMM 3M Co.	Reduce -38.9%	0.07%	−0.02
PDEC Innovator U.S. Equity Power	Reduce -18.5%	0.12%	−0.02
IJR iShares Core S&P Small-Cap E	Reduce -6.6%	0.16%	−0.02
SCHX Schwab US Large-Cap ETF	Reduce -7.1%	0.24%	−0.02
COWZ Pacer US Cash Cows 100 ETF	Reduce -4.3%	0.79%	−0.02
IWN iShares Russell 2000 Value E	Reduce -5.8%	0.18%	−0.02
VTI VG Morningstar TS MKT ETF-US	Reduce -0.3%	5.69%	−0.01
XLV SS Health Care Select Sector	Reduce -27.0%	0.05%	−0.01
RY Royal Bank of Canada	Reduce -12.3%	0.06%	−0.01
VB Vanguard Most SM-Cap ETF-Usd	Reduce -8.0%	0.06%	−0.01
IWB iShares Russell 1000 ETF	Reduce -0.7%	2.38%	−0.01
NEE Nextera Energy Inc.	Reduce -4.9%	0.67%	−0.01
VTHR Vanguard Russell 3000	Reduce -7.4%	0.06%	−0.01
SUSL iShares ESG MSCI USA Leaders	Reduce -3.8%	0.07%	−0.00
PG The Procter & Gamble Co.	Reduce -12.2%	0.06%	−0.00
COST Costco Wholesale Corp.	Reduce -9.5%	0.16%	−0.00
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -0.7%	6.53%	−0.00
SCHB Schwab US Broad Market ETF	Reduce -0.0%	1.41%	+0.00
XLF SS Financial Select Sector	Reduce -6.8%	0.09%	+0.00
XLC SS Comm Select Sector SPDR	Reduce -0.6%	0.05%	+0.00
PJAN Innovator U.S. Equity Power	Reduce -2.0%	0.25%	+0.00
NFLX Netflix Inc.	Reduce -3.5%	0.07%	+0.00
OKE Oneok Inc.	Reduce -0.8%	0.15%	+0.01
MLPX Global X MLP & Energy Infras	Reduce -5.4%	0.12%	+0.01
JPST JPMorgan Ultra-Short Income	Reduce -2.2%	0.22%	+0.01
SCHE Schwab Emrg Mrkts Eqty ETF	Reduce -2.0%	0.21%	+0.01
XLE SS Energy Select Sector	Reduce -0.5%	0.14%	+0.02
T AT&T Inc.	Reduce -6.7%	0.11%	+0.02

Portfolio Buys Q4 2024 → Q1 2025


VCSH Vanguard S/T Corp. Bond ETF	Add +10.8%	4.36%	+0.68
VTV Vanguard Mrngstr Val ETF-Aui	Add +2.7%	5.07%	+0.48
FNDX Schwab Fndmntl US LRG Co. ETF	Add +2.6%	4.76%	+0.35
VNQ Vanguard Real Estate ETF	Add +2.1%	3.92%	+0.34
KO The Coca-Cola Co.	Add +138.3%	0.39%	+0.26
HELO JPMorgan Hedged Equity ETF	Add +38.4%	0.88%	+0.25
FNDF Schwab Fndmn Intl LRG Co. ETF	Add +4.4%	1.42%	+0.24
XOM Exxon Mobil Corp.	Add +21.3%	0.72%	+0.21
SCHH Schwab US REIT ETF	Add +0.1%	2.49%	+0.18
VTES Vanguard SH Term Tax-Ex Bond	Add +10.4%	1.20%	+0.17
GLD SPDR Gold Shares	Add +4.1%	0.68%	+0.16
ABBV Abbvie Inc.	Add +169.1%	0.22%	+0.15
ABT Abbott Laboratories	New	0.14%	+0.14
GSEW Goldman Sachs Eql WGHT Large	New	0.09%	+0.09
VCIT Vanguard Int-Term Corporate	Add +22.1%	0.35%	+0.08
NKE Nike Inc. Class B	New	0.08%	+0.08
CVX Chevron Corp.	Add +0.3%	0.40%	+0.07
XSHQ Invesco S&P Smallcap Quality	New	0.07%	+0.07
IXUS iShares Core Intl Stock ETF	Add +0.3%	0.63%	+0.07
PM Philip Morris International	New	0.06%	+0.06
VBR Vngrd Mrngst SL-CP Val ETF-U	Add +3.5%	2.38%	+0.06
NVDA Nvidia Corp.	New	0.06%	+0.06
ET Energy Transfer LP	New	0.05%	+0.05
JMST JPM Ultra-Short Muni Income	Add +7.0%	0.34%	+0.04
SCHD Schwab US DVD Equity ETF	Add +3.7%	0.24%	+0.03
SO The Southern Co.	Add +7.8%	0.11%	+0.02
FNDE Schwab Fndmntl Em MRK Eq ETF	Add +3.0%	0.17%	+0.02
QQQ Invesco QQQ Trust Series 1	Add +18.5%	0.16%	+0.02
NSC Norfolk Southern Corp.	Add +0.3%	0.23%	+0.01
FBTC Fidelity Wise Origin Bitcoin	Add +10.3%	0.55%	+0.01
OAIM Oneascent Intl Eqty ETF	Add +5.1%	0.09%	+0.01
VWO Vanguard Ftse Emerging Marke	Add +0.0%	0.14%	+0.01
XLY SS Consumer Disc Select Sect	Add +23.6%	0.07%	+0.01
VDE Vanguard Energy ETF	Add +0.1%	0.07%	+0.01
SLYV SS SPDR S&P 600 SC Val ETF	Add +8.0%	0.36%	+0.01
IVV iShares Core S&P 500 ETF	Add +0.3%	0.65%	+0.01
PHOENIX MTR INC	New	0.01%	+0.01
JMUB JPMorgan Municipal ETF	Add +0.4%	0.10%	+0.01
VYM Vanguard High DVD Yield ETF	Add +0.5%	0.08%	+0.01
VOO Vanguard S&P 500 ETF	Add +2.1%	0.18%	+0.00
WMT Walmart Inc.	Add +1.2%	0.11%	+0.00
SUB iShares Short-Term National	Add +0.4%	0.07%	+0.00
PFFD Global X US Preferred ETF	Add +0.3%	0.12%	+0.00
PFFV Global X Variable Rate Pref	Add +0.3%	0.05%	+0.00
PEP Pepsico Inc.	Add +1.0%	0.06%	+0.00
MUB iShares National Muni Bond E	Add +0.5%	0.06%	+0.00
CATH Global X S&P 500 Ca Val ETF	Add +1.6%	0.12%	+0.00
QUAL iShares MSCI USA Quality Fac	Add +0.2%	0.17%	+0.00
LOW Lowe's Cos Inc.	Add +1.4%	0.12%	+0.00
IWV iShares Russell 3000 ETF	Add +0.1%	0.30%	+0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	168	$537.0M	VXF, VIG, SPY, VTI, VEU
Q1 2026	160	$480.3M	VIG, VXF, SPY, VTI, VTV
Q4 2025	166	$471.4M	VIG, SPY, VXF, VTI, VTV
Q3 2025	167	$462.7M	SPY, VIG, VXF, VTI, VTV
Q2 2025	160	$424.7M	VIG, SPY, VXF, VTI, VTV
Q1 2025	149	$381.4M	VIG, SPY, VXF, VTI, VTV
Q4 2024	153	$402.3M	VIG, SPY, VXF, VTI, VTV
Q3 2024	152	$398.7M	VIG, SPY, VXF, VTI, VTV
Q2 2024	143	$366.3M	VIG, SPY, VXF, VTI, IUSB
Q1 2024	145	$359.3M	VIG, SPY, VXF, IUSB, VTI