Firestone Capital Management

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Firestone Capital Management reported 160 stock positions worth $424.7 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 6.8% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 6.6%) and Vanguard Extended Market ETF (VXF, 6.0%). Compared with Q1 2025, it opened 20 new positions, sold out of 9, added to 50 and reduced 52. The biggest buy was a new position in Invesco S&P 500 Equal Weight (RSP) and the biggest sale Ishr CR Unvrse Usd BD ETF-Ui (IUSB, shares −2%).

Most Recent 13F
Q2 2026
Location
SOUTH MIAMI, FL
CIK
0001799964
Portfolio Value
$424.7M (Q2 2025)
SEC Filing
0001799964-25-000005 ↗ filed Aug 8, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $359.3M Q1 2024 Q2 2024: $366.3M Q2 2024 Q3 2024: $398.7M Q3 2024 Q4 2024: $402.3M Q4 2024 Q1 2025: $381.4M Q1 2025 Q2 2025: $424.7M $424.7M Q2 2025 Q3 2025: $462.7M Q3 2025 Q4 2025: $471.4M Q4 2025 Q1 2026: $480.3M Q1 2026 Q2 2026: $537.0M Q2 2026

Holdings 160 stocks · $424.7M
VIG Vanguard Dividend Apprec ETF 6.82% 141,553 $29.0M Reduce -0.8%
SPY SS SPDR S&P 500 ETF Trust-US 6.60% 45,339 $28.0M Add +1.9%
VXF Vanguard Extended Market ETF 6.03% 132,821 $25.6M Reduce -1.7%
VTI VG Morningstar TS MKT ETF-US 5.52% 77,168 $23.5M Reduce -2.2%
VTV Vanguard Mrngstr Val ETF-Aui 4.62% 110,976 $19.6M Reduce -0.8%
FNDX Schwab Fndmntl US LRG Co. ETF 4.41% 763,834 $18.7M Reduce -0.6%
VCSH Vanguard S/T Corp. Bond ETF 4.17% 222,621 $17.7M Add +5.7%
VEU Vanguard Ftse All-World Ex-U 3.93% 248,306 $16.7M Add +3.1%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 3.74% 343,514 $15.9M Reduce -2.0%
VNQ Vanguard Real Estate ETF 3.56% 169,548 $15.1M Add +2.6%
IWB iShares Russell 1000 ETF 2.37% 29,595 $10.0M Reduce -0.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.32% 50,474 $9.8M Add +3.6%
VTEB Vanguard Tax-Exempt Bond ETF 2.16% 187,401 $9.2M Reduce -1.3%
SCHH Schwab US REIT ETF 2.16% 433,000 $9.2M Reduce -2.0%
AGG iShares Core U.S. Aggregate 2.02% 86,648 $8.6M Reduce -3.4%
RSP Invesco S&P 500 Equal Weight 1.91% 44,701 $8.1M New
SCHF Schwab Intl Equity ETF 1.66% 319,341 $7.1M Add +1.5%
FNDF Schwab Fndmn Intl LRG Co. ETF 1.48% 157,395 $6.3M Add +4.9%
SCHB Schwab US Broad Market ETF 1.38% 246,343 $5.9M Reduce -1.6%
META Meta Platforms Inc. Class A 1.24% 7,130 $5.3M Reduce -4.4%
MDY State Street SPDR S&P Midcap 1.23% 9,217 $5.2M Reduce -0.1%
SDY SS SPDR S&P Dividend ETF 1.05% 32,909 $4.5M Reduce -5.8%
VTES Vanguard SH Term Tax-Ex Bond 1.02% 42,860 $4.3M Reduce -5.8%
PWB Invesco Large Cap Growth ETF 1.00% 36,087 $4.2M New
MSFT Microsoft Corp. 0.94% 8,055 $4.0M Reduce -0.6%
AAPL Apple Inc. 0.90% 18,552 $3.8M Add +7.5%
HELO JPMorgan Hedged Equity ETF 0.88% 59,640 $3.7M Add +5.6%
IAU iShares Gold Trust 0.85% 57,836 $3.6M New
IWM iShares Russell 2000 ETF 0.79% 15,459 $3.3M Add +0.3%
COWZ Pacer US Cash Cows 100 ETF 0.70% 53,775 $3.0M Reduce -1.9%
VEA Vanguard Ftse Developed ETF 0.70% 51,881 $3.0M Add +10.1%
FBTC Fidelity Wise Origin Bitcoin 0.66% 29,783 $2.8M Add +2.5%
IXUS iShares Core Intl Stock ETF 0.65% 35,778 $2.8M Add +4.6%
IVV iShares Core S&P 500 ETF 0.65% 4,446 $2.8M Add +1.4%
BRK.B Berkshire Hathaway Inc. Class B 0.61% 5,359 $2.6M Reduce -0.9%
NEE Nextera Energy Inc. 0.59% 35,917 $2.5M Add +0.3%
XOM Exxon Mobil Corp. 0.57% 22,436 $2.4M Reduce -2.7%
GLD SPDR Gold Shares 0.57% 7,921 $2.4M Reduce -12.2%
PWV Invesco Large Cap Value ETF 0.55% 37,513 $2.3M New
IEFA iShares Core MSCI Eafe ETF 0.54% 27,597 $2.3M Add +3.4%
CALF PCR US SM CP CSH CWS ETF-Usd 0.51% 54,635 $2.2M Reduce -9.5%
XMHQ Invesco S&P Midcap Qual ETF 0.49% 21,255 $2.1M New
SCHA Schwab US Small-Cap ETF 0.48% 80,196 $2.0M Reduce -8.6%
KO The Coca-Cola Co. 0.35% 20,714 $1.5M Reduce -0.2%
EFA iShares MSCI Eafe ETF 0.33% 15,693 $1.4M Add +1.1%
VCIT Vanguard Int-Term Corporate 0.32% 16,525 $1.4M Add +0.3%
HD Home Depot Inc. 0.32% 3,708 $1.4M Reduce -1.2%
IWV iShares Russell 3000 ETF 0.31% 3,725 $1.3M Add +4.2%
HEFA Isha Curr Hedged MSCI Eafe 0.30% 34,045 $1.3M Reduce -11.3%
AMZN Amazon.com Inc. 0.29% 5,610 $1.2M Reduce -23.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.27% 3,887 $1.1M Reduce -0.6%
CVX Chevron Corp. 0.27% 7,989 $1.1M Reduce -12.0%
SCHX Schwab US Large-Cap ETF 0.26% 44,401 $1.1M Add +5.9%
GOOGL Alphabet Inc. Class A 0.25% 5,985 $1.1M No change
SLYV SS SPDR S&P 600 SC Val ETF 0.24% 12,756 $1.0M Reduce -27.1%
JPM JPMorgan Chase & Co. 0.24% 3,481 $1.0M Reduce -0.5%
IQLT iShares MSCI International Q 0.23% 22,737 $983K Add +11.9%
IJR iShares Core S&P Small-Cap E 0.23% 8,835 $966K Add +48.2%
NSC Norfolk Southern Corp. 0.22% 3,715 $951K Reduce -0.3%
GNR State Street SPDR S&P Global 0.22% 17,202 $933K Reduce -10.0%
PJAN Innovator U.S. Equity Power 0.21% 20,535 $905K Reduce -12.4%
HODL Vaneck Bitcoin ETF 0.20% 28,183 $859K Add +11.2%
SCHD Schwab US DVD Equity ETF 0.20% 32,345 $857K Add +0.4%
GOOG Alphabet Inc. Class C 0.20% 4,760 $844K Reduce -0.6%
SCHE Schwab Emrg Mrkts Eqty ETF 0.20% 27,917 $841K Reduce -2.2%
ITA iShares U.S. Aerospace & Def 0.20% 4,424 $835K No change
UNP Union Pacific Corp. 0.20% 3,627 $835K No change
QQQ Invesco QQQ Trust Series 1 0.19% 1,468 $810K Add +13.9%
EPD Enterprise Products Partners 0.18% 25,247 $783K No change
IEMG iShares Core MSCI Emerging 0.18% 12,674 $761K Reduce -22.3%
ABBV Abbvie Inc. 0.17% 3,996 $742K No change
T AT&T Inc. 0.17% 25,530 $739K Add +66.7%
COST Costco Wholesale Corp. 0.17% 741 $733K Add +13.3%
VOO Vanguard S&P 500 ETF 0.17% 1,276 $725K Reduce -3.4%
IWN iShares Russell 2000 Value E 0.17% 4,482 $707K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.17% 1,600 $701K No change
JPST JPMorgan Ultra-Short Income 0.16% 13,342 $676K Reduce -20.2%
QUAL iShares MSCI USA Quality Fac 0.16% 3,689 $674K Add +0.2%
BJAN Innovator U.S. Equity Buffer 0.16% 13,388 $672K Reduce -0.7%
TT Trane Technologies PLC 0.15% 1,503 $657K No change
IUSV iShares Core S&P U.S. Value 0.15% 6,942 $657K No change
ESGV Vanguard ESG US Stock ETF 0.15% 5,802 $636K Add +5.0%
JNJ Johnson & Johnson 0.15% 4,152 $634K Add +0.1%
GBTC Grayscale Bitcoin Trust ETF 0.15% 7,468 $634K Reduce -6.0%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.14% 18,262 $603K Reduce -12.9%
PRF Invesco Rafi US 1000 ETF 0.14% 14,260 $603K New
QDF NT Qual Div ETF 0.14% 8,160 $597K No change
VWO Vanguard Ftse Emerging Marke 0.14% 11,982 $593K Add +0.0%
ABT Abbott Laboratories 0.13% 4,085 $556K No change
CAT Caterpillar Inc. 0.13% 1,407 $546K Add +1.1%
XLE SS Energy Select Sector 0.12% 6,225 $528K Add +5.6%
CATH Global X S&P 500 Ca Val ETF 0.12% 6,772 $511K Add +0.8%
SLV iShares Silver Trust 0.12% 15,398 $505K Add +32.3%
PDEC Innovator U.S. Equity Power 0.12% 12,474 $499K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.12% 5,413 $493K No change
NVDA Nvidia Corp. 0.12% 3,110 $491K Add +57.1%
OKE Oneok Inc. 0.11% 5,845 $477K Add +0.4%
WMT Walmart Inc. 0.11% 4,724 $462K Reduce -0.4%
IGF iShares Global Infrastructur 0.11% 7,646 $453K Add +0.4%
LOW Lowe's Cos Inc. 0.11% 2,021 $448K Reduce -0.4%
GSEW Goldman Sachs Eql WGHT Large 0.10% 5,358 $437K Add +23.8%
MLPX Global X MLP & Energy Infras 0.10% 6,940 $435K Reduce -6.8%
SO The Southern Co. 0.10% 4,619 $424K Add +0.1%
HDV iShares Core High Dividend E 0.10% 3,600 $422K No change
NFLX Netflix Inc. 0.09% 298 $399K Reduce -2.6%
OAIM Oneascent Intl Eqty ETF 0.09% 10,362 $396K Add +6.2%
IWS iShares Russell Mid-Cap Valu 0.09% 2,960 $391K No change
AXP American Express Co. 0.09% 1,225 $391K No change
HAP Vaneck Natural Resources ETF 0.09% 7,137 $371K New
ALL Allstate Corp. 0.09% 1,839 $370K No change
SCHM Schwab US Mid Cap ETF 0.09% 13,175 $370K Add +0.2%
PFFD Global X US Preferred ETF 0.09% 19,559 $368K Reduce -15.9%
SCHG Schwab US Large-Cap Growth 0.08% 12,345 $361K New
QQQM Invesco Nasdaq 100 ETF 0.08% 1,585 $360K New
JMUB JPMorgan Municipal ETF 0.08% 7,172 $356K Reduce -7.3%
PMAR Innovator U.S. Equity Power 0.08% 8,287 $350K No change
HEI Heico Corp. 0.08% 1,066 $350K No change
OLED Universal Display Corp. 0.08% 2,218 $343K No change
SPEM State Street SP PTF Em ETF 0.08% 8,000 $342K No change
TSLA Tesla Inc. 0.08% 1,074 $341K New
PFEB Innovator U.S. Equity Power 0.08% 8,917 $339K No change
MS Morgan Stanley 0.08% 2,373 $334K Reduce -1.1%
ARCC Ares Capital Corp. 0.08% 14,850 $326K No change
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.08% 800 $323K No change
VYM Vanguard High DVD Yield ETF 0.07% 2,370 $316K Add +0.5%
VB Vanguard Most SM-Cap ETF-Usd 0.07% 1,330 $315K Add +34.3%
SUSL iShares ESG MSCI USA Leaders 0.07% 2,815 $305K Add +0.1%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.07% 5,980 $304K Reduce -76.4%
VPLS Vanguard Core-Plus Bond ETF 0.07% 3,851 $300K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 2,278 $283K Reduce -1.0%
RY Royal Bank of Canada 0.07% 2,134 $281K No change
PPTY US Diversified Real Estate E 0.07% 9,183 $279K Reduce -16.5%
WBS Webster Financial Corp. 0.07% 5,093 $278K No change
GS Goldman Sachs Group Inc. 0.06% 386 $274K No change
VTHR Vanguard Russell 3000 0.06% 1,000 $273K No change
SMMD iShares Russell 2500 ETF 0.06% 4,000 $271K No change
IYW iShares Ustechnology ETF 0.06% 1,530 $265K No change
MMM 3M Co. 0.06% 1,735 $264K No change
VDE Vanguard Energy ETF 0.06% 2,201 $262K No change
SUB iShares Short-Term National 0.06% 2,429 $258K Add +0.6%
PM Philip Morris International 0.06% 1,393 $254K Reduce -4.4%
GE General Electric filed as GE AEROSPACE 0.06% 982 $253K New
ABNB Airbnb Inc. Class A 0.06% 1,857 $246K No change
VSGX Vanguard ESG Intl Stock ETF 0.06% 3,713 $243K New
ORCL Oracle Corp. 0.06% 1,100 $240K New
PJUN Innovator U.S. Equity Power 0.06% 6,005 $239K No change
MRK Merck & Co. Inc. 0.05% 2,840 $225K Add +0.8%
DSI iShares ESG MSCI KLD 400 ETF 0.05% 1,906 $221K New
PEP Pepsico Inc. 0.05% 1,651 $218K No change
MUB iShares National Muni Bond E 0.05% 2,076 $217K Add +0.8%
PG The Procter & Gamble Co. 0.05% 1,355 $216K Add +0.3%
DVY iShares Select Dividend ETF 0.05% 1,601 $213K No change
BA The Boeing Co. 0.05% 1,010 $212K New
IWR iShares Russell Mid-Cap ETF 0.05% 2,224 $205K New
PFFV Global X Variable Rate Pref 0.05% 8,859 $202K Add +0.3%
SCHV Schwab US Large-Cap Value 0.05% 7,276 $201K New
TD Toronto-Dominion Bank 0.05% 2,740 $201K New
UMH Umh Properties Inc. filed as UMH PPTYS INC 0.04% 11,297 $190K No change
NG Novagold Resources Inc. 0.03% 31,650 $129K No change
LUMN Lumen Technologies Inc. 0.01% 10,000 $44K New

Portfolio Sells Q1 2025 → Q2 2025
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -2.0% 3.74% −0.50
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.8% 4.62% −0.45
VIG Vanguard Dividend Apprec ETF Reduce -0.8% 6.82% −0.44
FNDX Schwab Fndmntl US LRG Co. ETF Reduce -0.6% 4.41% −0.34
SCHH Schwab US REIT ETF Reduce -2.0% 2.16% −0.33
VTEB Vanguard Tax-Exempt Bond ETF Reduce -1.3% 2.16% −0.31
AGG iShares Core U.S. Aggregate Reduce -3.4% 2.02% −0.30
JMST JPM Ultra-Short Muni Income Reduce -76.4% 0.07% −0.27
SDY SS SPDR S&P Dividend ETF Reduce -5.8% 1.05% −0.19
VTES Vanguard SH Term Tax-Ex Bond Reduce -5.8% 1.02% −0.18
XLK SS Technology Select Sector Sold out 0.00% −0.17
VTI VG Morningstar TS MKT ETF-US Reduce -2.2% 5.52% −0.16
XOM Exxon Mobil Corp. Reduce -2.7% 0.57% −0.15
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.9% 0.61% −0.14
CVX Chevron Corp. Reduce -12.0% 0.27% −0.13
SLYV SS SPDR S&P 600 SC Val ETF Reduce -27.1% 0.24% −0.12
GLD SPDR Gold Shares Reduce -12.2% 0.57% −0.11
COWZ Pacer US Cash Cows 100 ETF Reduce -1.9% 0.70% −0.09
XLF SS Financial Select Sector Sold out 0.00% −0.09
NKE Nike Inc. Class B Sold out 0.00% −0.08
CALF PCR US SM CP CSH CWS ETF-Usd Reduce -9.5% 0.51% −0.08
AMZN Amazon.com Inc. Reduce -23.4% 0.29% −0.08
VXF Vanguard Extended Market ETF Reduce -1.7% 6.03% −0.07
XLY SS Consumer Disc Select Sect Sold out 0.00% −0.07
XSHQ Invesco S&P Smallcap Quality Sold out 0.00% −0.07
JPST JPMorgan Ultra-Short Income Reduce -20.2% 0.16% −0.06
MDY State Street SPDR S&P Midcap Reduce -0.1% 1.23% −0.06
SCHA Schwab US Small-Cap ETF Reduce -8.6% 0.48% −0.06
HEFA Isha Curr Hedged MSCI Eafe Reduce -11.3% 0.30% −0.06
XLC SS Comm Select Sector SPDR Sold out 0.00% −0.05
XLV SS Health Care Select Sector Sold out 0.00% −0.05
IEMG iShares Core MSCI Emerging Reduce -22.3% 0.18% −0.05
ET Energy Transfer LP Sold out 0.00% −0.05
GNR State Street SPDR S&P Global Reduce -10.0% 0.22% −0.05
KO The Coca-Cola Co. Reduce -0.2% 0.35% −0.04
PJAN Innovator U.S. Equity Power Reduce -12.4% 0.21% −0.04
HD Home Depot Inc. Reduce -1.2% 0.32% −0.04
SCHB Schwab US Broad Market ETF Reduce -1.6% 1.38% −0.03
PFFD Global X US Preferred ETF Reduce -15.9% 0.09% −0.03
FNDE Schwab Fndmntl Em MRK Eq ETF Reduce -12.9% 0.14% −0.03
PPTY US Diversified Real Estate E Reduce -16.5% 0.07% −0.03
MLPX Global X MLP & Energy Infras Reduce -6.8% 0.10% −0.02
LOW Lowe's Cos Inc. Reduce -0.4% 0.11% −0.02
IWB iShares Russell 1000 ETF Reduce -0.2% 2.37% −0.02
JMUB JPMorgan Municipal ETF Reduce -7.3% 0.08% −0.02
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -2.2% 0.20% −0.01
NSC Norfolk Southern Corp. Reduce -0.3% 0.22% −0.01
VOO Vanguard S&P 500 ETF Reduce -3.4% 0.17% −0.01
BJAN Innovator U.S. Equity Buffer Reduce -0.7% 0.16% −0.01
PHOENIX MTR INC Sold out 0.00% −0.01

Portfolio Buys Q1 2025 → Q2 2025
RSP Invesco S&P 500 Equal Weight New 1.91% +1.91
PWB Invesco Large Cap Growth ETF New 1.00% +1.00
IAU iShares Gold Trust New 0.85% +0.85
PWV Invesco Large Cap Value ETF New 0.55% +0.55
XMHQ Invesco S&P Midcap Qual ETF New 0.49% +0.49
PRF Invesco Rafi US 1000 ETF New 0.14% +0.14
FBTC Fidelity Wise Origin Bitcoin Add +2.5% 0.66% +0.11
VEU Vanguard Ftse All-World Ex-U Add +3.1% 3.93% +0.10
HAP Vaneck Natural Resources ETF New 0.09% +0.09
SCHG Schwab US Large-Cap Growth New 0.08% +0.08
QQQM Invesco Nasdaq 100 ETF New 0.08% +0.08
TSLA Tesla Inc. New 0.08% +0.08
VPLS Vanguard Core-Plus Bond ETF New 0.07% +0.07
SPY SS SPDR S&P 500 ETF Trust-US Add +1.9% 6.60% +0.07
VEA Vanguard Ftse Developed ETF Add +10.1% 0.70% +0.07
IJR iShares Core S&P Small-Cap E Add +48.2% 0.23% +0.06
FNDF Schwab Fndmn Intl LRG Co. ETF Add +4.9% 1.48% +0.06
T AT&T Inc. Add +66.7% 0.17% +0.06
GE General Electric New 0.06% +0.06
NVDA Nvidia Corp. Add +57.1% 0.12% +0.06
VSGX Vanguard ESG Intl Stock ETF New 0.06% +0.06
ORCL Oracle Corp. New 0.06% +0.06
DSI iShares ESG MSCI KLD 400 ETF New 0.05% +0.05
BA The Boeing Co. New 0.05% +0.05
IWR iShares Russell Mid-Cap ETF New 0.05% +0.05
SCHV Schwab US Large-Cap Value New 0.05% +0.05
TD Toronto-Dominion Bank New 0.05% +0.05
HODL Vaneck Bitcoin ETF Add +11.2% 0.20% +0.05
QQQ Invesco QQQ Trust Series 1 Add +13.9% 0.19% +0.03
SCHF Schwab Intl Equity ETF Add +1.5% 1.66% +0.03
IXUS iShares Core Intl Stock ETF Add +4.6% 0.65% +0.03
SLV iShares Silver Trust Add +32.3% 0.12% +0.02
IQLT iShares MSCI International Q Add +11.9% 0.23% +0.02
VB Vanguard Most SM-Cap ETF-Usd Add +34.3% 0.07% +0.02
GSEW Goldman Sachs Eql WGHT Large Add +23.8% 0.10% +0.02
IEFA iShares Core MSCI Eafe ETF Add +3.4% 0.54% +0.01
SCHX Schwab US Large-Cap ETF Add +5.9% 0.26% +0.01
COST Costco Wholesale Corp. Add +13.3% 0.17% +0.01
LUMN Lumen Technologies Inc. New 0.01% +0.01
IWV iShares Russell 3000 ETF Add +4.2% 0.31% +0.01
CAT Caterpillar Inc. Add +1.1% 0.13% +0.01
ESGV Vanguard ESG US Stock ETF Add +5.0% 0.15% +0.01
OAIM Oneascent Intl Eqty ETF Add +6.2% 0.09% +0.01
IVV iShares Core S&P 500 ETF Add +1.4% 0.65% +0.00
CATH Global X S&P 500 Ca Val ETF Add +0.8% 0.12% +0.00
SUSL iShares ESG MSCI USA Leaders Add +0.1% 0.07% +0.00
EFA iShares MSCI Eafe ETF Add +1.1% 0.33% −0.00
IGF iShares Global Infrastructur Add +0.4% 0.11% −0.00
VWO Vanguard Ftse Emerging Marke Add +0.0% 0.14% −0.00
SCHM Schwab US Mid Cap ETF Add +0.2% 0.09% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 168$537.0MVXF, VIG, SPY, VTI, VEU
Q1 2026 160$480.3MVIG, VXF, SPY, VTI, VTV
Q4 2025 166$471.4MVIG, SPY, VXF, VTI, VTV
Q3 2025 167$462.7MSPY, VIG, VXF, VTI, VTV
Q2 2025 160$424.7MVIG, SPY, VXF, VTI, VTV
Q1 2025 149$381.4MVIG, SPY, VXF, VTI, VTV
Q4 2024 153$402.3MVIG, SPY, VXF, VTI, VTV
Q3 2024 152$398.7MVIG, SPY, VXF, VTI, VTV
Q2 2024 143$366.3MVIG, SPY, VXF, VTI, IUSB
Q1 2024 145$359.3MVIG, SPY, VXF, IUSB, VTI