First County Bank

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

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), First County Bank reported 166 stock positions worth $204.6 million. Its top holding was Microsoft (MSFT) at 4.4% of the portfolio, followed by Apple (AAPL, 4.0%) and Vanguard Mrngstr Val ETF-Aui (VTV, 2.9%). Compared with Q4 2023, it opened 7 new positions, sold out of 3, added to 34 and reduced 117. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +82%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −58%).

Most Recent 13F: Q2 2026
Location: Stamford, CT
CIK: 0001983616
Portfolio Value: $204.6M (Q1 2024)
SEC Filing: 0001140361-24-025853 ↗ filed May 14, 2024

Holdings Value

Holdings 166 stocks · $204.6M


MSFT Microsoft Corp.	4.45%	21,635	$9.1M	Reduce -8.6%
AAPL Apple Inc.	3.99%	47,568	$8.2M	Reduce -11.1%
VTV Vanguard Mrngstr Val ETF-Aui	2.85%	35,864	$5.8M	Add +82.5%
AMZN Amazon.com Inc.	2.43%	27,569	$5.0M	Reduce -11.0%
SPY SS SPDR S&P 500 ETF Trust-US	2.38%	9,291	$4.9M	Reduce -58.4%
XOM Exxon Mobil Corp.	2.26%	39,778	$4.6M	Reduce -8.3%
IVV iShares Core S&P 500 ETF	2.19%	8,509	$4.5M	Add +4.3%
IJS iShares S&P Small-Cap 600 Va	1.99%	39,632	$4.1M	Add +60.1%
VUG Vanguard Mrngstar GR ETF-Sui	1.93%	11,447	$3.9M	Reduce -30.2%
NVDA Nvidia Corp.	1.89%	4,276	$3.9M	Reduce -5.4%
COST Costco Wholesale Corp.	1.83%	5,124	$3.8M	Reduce -6.5%
ABBV Abbvie Inc.	1.77%	19,867	$3.6M	Reduce -0.7%
GOOGL Alphabet Inc. Class A	1.63%	22,129	$3.3M	Reduce -13.7%
PG The Procter & Gamble Co.	1.42%	17,869	$2.9M	Reduce -13.2%
PM Philip Morris International	1.38%	30,722	$2.8M	Reduce -2.4%
MRK Merck & Co. Inc.	1.37%	21,205	$2.8M	Reduce -4.5%
VZ Verizon Communications Inc.	1.31%	63,948	$2.7M	Reduce -0.9%
HD Home Depot Inc.	1.24%	6,625	$2.5M	Reduce -13.7%
JPM JPMorgan Chase & Co.	1.22%	12,475	$2.5M	Reduce -11.3%
IJH iShares Core S&P Midcap ETF	1.21%	40,763	$2.5M	Reduce -13.9%
LLY Eli Lilly & Co.	1.18%	3,109	$2.4M	Reduce -3.1%
DUK Duke Energy Corp.	1.16%	24,517	$2.4M	Reduce -3.3%
AMGN Amgen Inc.	1.10%	7,904	$2.2M	Reduce -18.8%
UNP Union Pacific Corp.	1.06%	8,800	$2.2M	Reduce -6.0%
TTE Totalenergies SE -Spon ADR	1.03%	30,578	$2.1M	Reduce -11.0%
CRM Salesforce Inc.	0.98%	6,689	$2.0M	Reduce -5.0%
AVGO Broadcom Inc.	0.95%	1,473	$2.0M	Reduce -10.7%
GILD Gilead Sciences Inc.	0.95%	26,625	$2.0M	Reduce -2.7%
JNJ Johnson & Johnson	0.95%	12,300	$1.9M	Reduce -3.9%
PFE Pfizer Inc.	0.93%	68,248	$1.9M	Reduce -3.9%
SO The Southern Co.	0.92%	26,180	$1.9M	Reduce -8.7%
WMB Williams Cos Inc.	0.92%	48,078	$1.9M	Reduce -5.3%
IVW iShares S&P 500 Growth ETF	0.87%	21,005	$1.8M	Add +1.8%
BIV Vanguard Intermediate-Term B	0.85%	22,946	$1.7M	Reduce -6.5%
CAT Caterpillar Inc.	0.83%	4,650	$1.7M	Reduce -6.9%
ENB Enbridge Inc.	0.82%	46,519	$1.7M	Reduce -2.0%
ETN Eaton Corp. PLC	0.81%	5,332	$1.7M	Reduce -4.2%
NGG National Grid PLC-SP ADR	0.80%	24,066	$1.6M	Reduce -2.9%
VOO Vanguard S&P 500 ETF	0.79%	3,350	$1.6M	Reduce -17.2%
AEP American Electric Power	0.78%	18,639	$1.6M	Add +1.8%
IJR iShares Core S&P Small-Cap E	0.78%	14,404	$1.6M	Reduce -22.8%
T AT&T Inc.	0.76%	88,443	$1.6M	Add +1.9%
KO The Coca-Cola Co.	0.75%	25,230	$1.5M	Add +5.0%
KMB Kimberly-Clark Corp.	0.74%	11,762	$1.5M	Reduce -4.3%
PNC PNC Financial Services Group	0.71%	8,963	$1.4M	Reduce -0.6%
D Dominion Energy Inc.	0.69%	28,809	$1.4M	Add +15.3%
CVX Chevron Corp.	0.67%	8,739	$1.4M	Add +1.1%
META Meta Platforms Inc. Class A	0.65%	2,750	$1.3M	Reduce -12.2%
UNH Unitedhealth Group Inc.	0.65%	2,683	$1.3M	Reduce -13.3%
MCD McDonald's Corp.	0.63%	4,597	$1.3M	Reduce -4.5%
TRP TC Energy Corp.	0.63%	32,194	$1.3M	Reduce -2.1%
ADP Automatic Data Processing	0.63%	5,125	$1.3M	Reduce -2.8%
V Visa Inc. Class A	0.61%	4,456	$1.2M	Reduce -13.8%
VCSH Vanguard S/T Corp. Bond ETF	0.60%	15,820	$1.2M	Add +1.3%
HBAN Huntington Bancshares Inc.	0.59%	86,522	$1.2M	Reduce -1.6%
LYB Lyondellbasell Indu Class A	0.58%	11,667	$1.2M	Reduce -2.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.58%	6,248	$1.2M	Reduce -2.3%
BRK.B Berkshire Hathaway Inc. Class B	0.58%	2,808	$1.2M	Add +0.5%
KLAC KLA Corp.	0.58%	1,689	$1.2M	No change
BCE Bce Inc.	0.58%	34,715	$1.2M	Add +14.4%
USB US Bancorp	0.56%	25,639	$1.1M	Add +13.3%
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM TO	0.55%	22,112	$1.1M	Reduce -1.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.55%	9,156	$1.1M	Reduce -9.0%
CCI Crown Castle Inc.	0.54%	10,504	$1.1M	Reduce -1.2%
CSCO Cisco Systems Inc.	0.53%	21,932	$1.1M	Reduce -9.0%
BTI British American Tob-SP ADR	0.53%	35,727	$1.1M	Reduce -6.7%
PEP Pepsico Inc.	0.53%	6,206	$1.1M	Reduce -41.0%
IEFA iShares Core MSCI Eafe ETF	0.52%	14,292	$1.1M	Reduce -9.8%
VXF Vanguard Extended Market ETF	0.52%	6,016	$1.1M	Reduce -2.4%
ABT Abbott Laboratories	0.51%	9,196	$1.0M	Reduce -3.1%
UPS United Parcel Service Class B	0.51%	6,995	$1.0M	Add +2.1%
IVE iShares S&P 500 Value ETF	0.51%	5,548	$1.0M	No change
TFC Truist Financial Corp.	0.50%	26,399	$1.0M	Add +11.6%
NEE Nextera Energy Inc.	0.49%	15,827	$1.0M	Reduce -11.5%
PANW Palo Alto Networks Inc.	0.48%	3,487	$991K	Reduce -1.4%
BMY Bristol-Myers Squibb Co.	0.48%	18,161	$985K	Add +17.5%
TMO Thermo Fisher Scientific Inc.	0.47%	1,666	$968K	Reduce -15.4%
GOOG Alphabet Inc. Class C	0.45%	6,094	$928K	Reduce -4.4%
UL Unilever PLC	0.44%	17,912	$899K	Reduce -13.9%
VGSH Vanguard Short-Term Treasury	0.43%	15,134	$879K	Reduce -2.0%
ADBE Adobe Inc.	0.42%	1,716	$866K	Reduce -9.1%
PPL PPL Corp.	0.42%	31,228	$860K	Reduce -6.2%
HON Honeywell International Inc.	0.42%	4,161	$854K	Reduce -11.2%
MA Mastercard Inc. Class A	0.41%	1,763	$849K	Add +1.5%
WMT Walmart Inc.	0.41%	13,992	$842K	Reduce -8.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.41%	3,356	$839K	Reduce -0.5%
COP Conocophillips	0.41%	6,554	$834K	Reduce -7.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.41%	8,211	$833K	Reduce -2.0%
IWM iShares Russell 2000 ETF	0.41%	3,958	$832K	Reduce -16.7%
CAG Conagra Brands Inc.	0.40%	27,414	$813K	Add +4.4%
ETR Entergy Corp.	0.39%	7,516	$794K	Reduce -3.3%
EFA iShares MSCI Eafe ETF	0.33%	8,540	$682K	Reduce -15.1%
LOW Lowe's Cos Inc.	0.32%	2,575	$656K	Add +4.0%
MDLZ Mondelez International Inc. Class A	0.31%	9,202	$644K	No change
AMCR Amcor PLC	0.30%	64,636	$615K	Add +0.3%
O Realty Income Corp.	0.29%	11,128	$602K	Reduce -0.4%
PYPL PayPal Holdings Inc.	0.29%	8,848	$593K	Reduce -6.0%
SCHX Schwab US Large-Cap ETF	0.29%	9,538	$592K	Reduce -5.9%
MDT Medtronic PLC	0.28%	6,503	$567K	Reduce -38.2%
ICE Intercontinental Exchange Inc.	0.27%	4,086	$562K	Add +3.8%
TSLA Tesla Inc.	0.27%	3,124	$549K	Add +0.3%
DHR Danaher Corp.	0.26%	2,163	$540K	Reduce -25.6%
RSP Invesco S&P 500 Equal Weight	0.26%	3,174	$538K	No change
RTX RTX Corp.	0.25%	5,315	$518K	Add +4.0%
VB Vanguard Most SM-Cap ETF-Usd	0.25%	2,253	$515K	Add +8.7%
VTI VG Morningstar TS MKT ETF-US	0.25%	1,945	$506K	Reduce -13.9%
VEA Vanguard Ftse Developed ETF	0.25%	10,060	$505K	Reduce -16.4%
ACN Accenture PLC Class A	0.24%	1,434	$497K	Reduce -3.4%
YUM Yum! Brands Inc.	0.21%	3,154	$437K	Reduce -15.8%
CB Chubb Ltd.	0.21%	1,649	$427K	Reduce -13.5%
DOW Dow Inc.	0.21%	7,375	$427K	Reduce -7.4%
ELV Elevance Health Inc.	0.20%	787	$408K	No change
IEMG iShares Core MSCI Emerging	0.20%	7,870	$406K	Reduce -34.7%
NKE Nike Inc. Class B	0.20%	4,253	$400K	Add +0.8%
ADI Analog Devices Inc.	0.19%	1,993	$394K	Add +3.9%
DD Dupont DE Nemours Inc.	0.19%	5,125	$393K	Add +6.9%
PH Parker Hannifin Corp.	0.19%	706	$392K	Add +0.1%
MSI Motorola Solutions Inc.	0.18%	1,059	$376K	Reduce -3.9%
CVS CVS Health Corp.	0.18%	4,672	$373K	Reduce -5.9%
MS Morgan Stanley	0.18%	3,807	$358K	Reduce -12.7%
BX Blackstone Inc.	0.17%	2,710	$356K	Reduce -4.1%
ORCL Oracle Corp.	0.17%	2,810	$353K	Reduce -24.3%
BDX Becton Dickinson and Co.	0.17%	1,423	$352K	Reduce -0.8%
LPLA LPL Financial Holdings Inc.	0.17%	1,310	$346K	Reduce -5.0%
ECL Ecolab Inc.	0.16%	1,442	$333K	Reduce -16.3%
AMP Ameriprise Financial Inc.	0.16%	755	$331K	Reduce -11.6%
GS Goldman Sachs Group Inc.	0.16%	784	$327K	Reduce -4.3%
NOC Northrop Grumman Corp.	0.16%	683	$327K	Reduce -13.5%
ED Consolidated Edison Inc.	0.16%	3,548	$322K	Reduce -0.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.16%	8,466	$321K	Reduce -1.7%
VNQ Vanguard Real Estate ETF	0.16%	3,701	$320K	Reduce -23.2%
VWO Vanguard Ftse Emerging Marke	0.16%	7,627	$319K	Reduce -9.3%
DE Deere & Co.	0.15%	761	$313K	Add +3.0%
TEL Te Connectivity Ltd.	0.15%	2,124	$308K	Reduce -9.4%
AMT American Tower Corp.	0.15%	1,522	$301K	Reduce -17.0%
CMCSA Comcast Corp. Class A	0.15%	6,904	$299K	Add +0.5%
URI United Rentals Inc.	0.14%	408	$294K	Reduce -9.3%
CLX Clorox Company	0.14%	1,901	$291K	Reduce -16.2%
TGT Target Corp.	0.14%	1,624	$288K	Reduce -0.4%
MO Altria Group Inc.	0.14%	6,376	$278K	Reduce -1.4%
PAYX Paychex Inc.	0.13%	2,176	$267K	Add +6.4%
DELL Dell Technologies -C	0.13%	2,333	$266K	New
QCOM Qualcomm Inc.	0.13%	1,558	$264K	Reduce -0.9%
ZBH Zimmer Biomet Holdings Inc.	0.13%	1,995	$263K	No change
FTV Fortive Corp.	0.12%	2,969	$255K	Reduce -7.4%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC	0.12%	1,641	$253K	Add +11.9%
GIS General Mills Inc.	0.12%	3,566	$250K	Reduce -3.2%
INTC Intel Corp.	0.12%	5,638	$249K	Reduce -1.7%
MMM 3M Co.	0.12%	2,302	$244K	Reduce -4.3%
TXN Texas Instruments Inc.	0.12%	1,397	$243K	Reduce -3.5%
WFC Wells Fargo & Co.	0.12%	4,151	$241K	Reduce -0.7%
IWF iShares Russell 1000 Growth	0.11%	693	$234K	No change
SBUX Starbucks Corp.	0.11%	2,539	$232K	Add +0.3%
WM Waste Management Inc.	0.11%	1,078	$230K	Reduce -9.3%
STLD Steel Dynamics Inc.	0.11%	1,488	$221K	New
LRCX Lam Research Corp.	0.11%	223	$217K	New
AMAT Applied Materials Inc.	0.10%	1,038	$214K	New
FDX FedEx Corp.	0.10%	735	$213K	New
JCI Johnson Controls Internation	0.10%	3,247	$212K	New
LMT Lockheed Martin Corp.	0.10%	465	$212K	Reduce -3.7%
MU Micron Technology Inc.	0.10%	1,750	$206K	New
APD Air Products & Chemicals Inc.	0.10%	838	$203K	Add +1.6%
PLD Prologis Inc.	0.10%	1,551	$202K	Reduce -3.4%
F Ford Motor Co. filed as FORD MTR CO DEL	0.09%	13,451	$179K	Reduce -9.6%
VOD Vodafone Group PLC-SP ADR	0.06%	14,453	$129K	Reduce -6.1%
NDLS Noodles & Co.	0.01%	10,000	$19K	No change

Portfolio Sells Q4 2023 → Q1 2024


SPY SS SPDR S&P 500 ETF Trust-US	Reduce -58.4%	2.38%	−2.77
AAPL Apple Inc.	Reduce -11.1%	3.99%	−1.01
VUG Vanguard Mrngstar GR ETF-Sui	Reduce -30.2%	1.93%	−0.54
PEP Pepsico Inc.	Reduce -41.0%	0.53%	−0.34
MDY State Street SPDR S&P Midcap	Sold out	0.00%	−0.27
AMGN Amgen Inc.	Reduce -18.8%	1.10%	−0.26
IJR iShares Core S&P Small-Cap E	Reduce -22.8%	0.78%	−0.20
MDT Medtronic PLC	Reduce -38.2%	0.28%	−0.14
IWO iShares Russell 2000 Growth	Sold out	0.00%	−0.14
UNH Unitedhealth Group Inc.	Reduce -13.3%	0.65%	−0.14
ADBE Adobe Inc.	Reduce -9.1%	0.42%	−0.12
GILD Gilead Sciences Inc.	Reduce -2.7%	0.95%	−0.12
EFG iShares MSCI Eafe Growth ETF	Sold out	0.00%	−0.12
GOOGL Alphabet Inc. Class A	Reduce -13.7%	1.63%	−0.10
IEMG iShares Core MSCI Emerging	Reduce -34.7%	0.20%	−0.10
TTE Totalenergies SE -Spon ADR	Reduce -11.0%	1.03%	−0.09
VOO Vanguard S&P 500 ETF	Reduce -17.2%	0.79%	−0.07
PFE Pfizer Inc.	Reduce -3.9%	0.93%	−0.07
BIV Vanguard Intermediate-Term B	Reduce -6.5%	0.85%	−0.06
IJH iShares Core S&P Midcap ETF	Reduce -13.9%	1.21%	−0.06
DHR Danaher Corp.	Reduce -25.6%	0.26%	−0.06
PM Philip Morris International	Reduce -2.4%	1.38%	−0.06
HON Honeywell International Inc.	Reduce -11.2%	0.42%	−0.06
MCD McDonald's Corp.	Reduce -4.5%	0.63%	−0.06
SO The Southern Co.	Reduce -8.7%	0.92%	−0.06
UNP Union Pacific Corp.	Reduce -6.0%	1.06%	−0.06
CSCO Cisco Systems Inc.	Reduce -9.0%	0.53%	−0.06
IWM iShares Russell 2000 ETF	Reduce -16.7%	0.41%	−0.06
CCI Crown Castle Inc.	Reduce -1.2%	0.54%	−0.05
VNQ Vanguard Real Estate ETF	Reduce -23.2%	0.16%	−0.05
UL Unilever PLC	Reduce -13.9%	0.44%	−0.05
HD Home Depot Inc.	Reduce -13.7%	1.24%	−0.05
AMT American Tower Corp.	Reduce -17.0%	0.15%	−0.04
PG The Procter & Gamble Co.	Reduce -13.2%	1.42%	−0.04
V Visa Inc. Class A	Reduce -13.8%	0.61%	−0.04
EFA iShares MSCI Eafe ETF	Reduce -15.1%	0.33%	−0.03
TMO Thermo Fisher Scientific Inc.	Reduce -15.4%	0.47%	−0.03
DUK Duke Energy Corp.	Reduce -3.3%	1.16%	−0.03
VEA Vanguard Ftse Developed ETF	Reduce -16.4%	0.25%	−0.03
NEE Nextera Energy Inc.	Reduce -11.5%	0.49%	−0.03
YUM Yum! Brands Inc.	Reduce -15.8%	0.21%	−0.02
IEFA iShares Core MSCI Eafe ETF	Reduce -9.8%	0.52%	−0.02
MS Morgan Stanley	Reduce -12.7%	0.18%	−0.02
JNJ Johnson & Johnson	Reduce -3.9%	0.95%	−0.02
PANW Palo Alto Networks Inc.	Reduce -1.4%	0.48%	−0.02
NOC Northrop Grumman Corp.	Reduce -13.5%	0.16%	−0.02
INTC Intel Corp.	Reduce -1.7%	0.12%	−0.02
ORCL Oracle Corp.	Reduce -24.3%	0.17%	−0.02
PPL PPL Corp.	Reduce -6.2%	0.42%	−0.02
O Realty Income Corp.	Reduce -0.4%	0.29%	−0.02

Portfolio Buys Q4 2023 → Q1 2024


VTV Vanguard Mrngstr Val ETF-Aui	Add +82.5%	2.85%	+1.43
IJS iShares S&P Small-Cap 600 Va	Add +60.1%	1.99%	+0.75
IVV iShares Core S&P 500 ETF	Add +4.3%	2.19%	+0.30
DELL Dell Technologies -C	New	0.13%	+0.13
D Dominion Energy Inc.	Add +15.3%	0.69%	+0.12
IVW iShares S&P 500 Growth ETF	Add +1.8%	0.87%	+0.12
STLD Steel Dynamics Inc.	New	0.11%	+0.11
LRCX Lam Research Corp.	New	0.11%	+0.11
AMAT Applied Materials Inc.	New	0.10%	+0.10
FDX FedEx Corp.	New	0.10%	+0.10
JCI Johnson Controls Internation	New	0.10%	+0.10
MU Micron Technology Inc.	New	0.10%	+0.10
BMY Bristol-Myers Squibb Co.	Add +17.5%	0.48%	+0.10
BRK.B Berkshire Hathaway Inc. Class B	Add +0.5%	0.58%	+0.09
USB US Bancorp	Add +13.3%	0.56%	+0.09
TFC Truist Financial Corp.	Add +11.6%	0.50%	+0.08
KO The Coca-Cola Co.	Add +5.0%	0.75%	+0.07
AEP American Electric Power	Add +1.8%	0.78%	+0.06
MA Mastercard Inc. Class A	Add +1.5%	0.41%	+0.06
T AT&T Inc.	Add +1.9%	0.76%	+0.05
LOW Lowe's Cos Inc.	Add +4.0%	0.32%	+0.05
CVX Chevron Corp.	Add +1.1%	0.67%	+0.05
RTX RTX Corp.	Add +4.0%	0.25%	+0.04
VB Vanguard Most SM-Cap ETF-Usd	Add +8.7%	0.25%	+0.04
PH Parker Hannifin Corp.	Add +0.1%	0.19%	+0.03
CAG Conagra Brands Inc.	Add +4.4%	0.40%	+0.03
ICE Intercontinental Exchange Inc.	Add +3.8%	0.27%	+0.03
EL Estee Lauder Companies Class A	Add +11.9%	0.12%	+0.02
DD Dupont DE Nemours Inc.	Add +6.9%	0.19%	+0.01
PAYX Paychex Inc.	Add +6.4%	0.13%	+0.01
VCSH Vanguard S/T Corp. Bond ETF	Add +1.3%	0.60%	+0.01
DE Deere & Co.	Add +3.0%	0.15%	+0.01
ADI Analog Devices Inc.	Add +3.9%	0.19%	+0.01
CMCSA Comcast Corp. Class A	Add +0.5%	0.15%	+0.00
AMCR Amcor PLC	Add +0.3%	0.30%	−0.00
BCE Bce Inc.	Add +14.4%	0.58%	−0.00
SBUX Starbucks Corp.	Add +0.3%	0.11%	−0.00
APD Air Products & Chemicals Inc.	Add +1.6%	0.10%	−0.01
UPS United Parcel Service Class B	Add +2.1%	0.51%	−0.01
NKE Nike Inc. Class B	Add +0.8%	0.20%	−0.03
TSLA Tesla Inc.	Add +0.3%	0.27%	−0.11

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	159	$211.3M	VTV, NVDA, AAPL, MSFT, IJS
Q1 2026	151	$186.0M	VTV, NVDA, AAPL, MSFT, IJS
Q4 2025	155	$189.6M	VTV, NVDA, MSFT, AAPL, IJS
Q3 2025	166	$195.7M	MSFT, NVDA, VTV, AAPL, IJS
Q2 2025	163	$185.7M	MSFT, VTV, NVDA, AAPL, IJS
Q1 2025	164	$180.7M	VTV, AAPL, MSFT, IJS, NVDA
Q4 2024	146	$179.0M	VUG, AAPL, VTV, MSFT, IJS
Q3 2024	158	$202.5M	AAPL, MSFT, VTV, VUG, IJS
Q2 2024	157	$194.4M	AAPL, MSFT, VTV, VUG, XOM
Q1 2024	166	$204.6M	MSFT, AAPL, VTV, AMZN, SPY