First Merchants Corp.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 25, 2024), First Merchants Corp. reported 372 stock positions worth $2.5 billion. Its top holding was FMPW Inst Money at 6.7% of the portfolio, followed by Vanguard 500 Index-Adm (VFIAX, 4.4%) and Federated SHRT-Intrm TTL-R6 (SRBRX, 3.7%). Compared with Q1 2024, it opened 168 new positions, sold out of 11, added to 56 and reduced 129. The biggest buy was a new position in FMPW Inst Money and the biggest sale Microsoft (MSFT, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Muncie, IN
- CIK
- 0000712534
- Portfolio Value
- $2.5B (Q2 2024)
- SEC Filing
- 0000712534-24-000240 ↗ filed Jul 25, 2024
Holdings Value
Holdings 372 stocks · $2.5B
| FMPW INST MONEY | 6.66% | 165,210,277 | $165.2M | New |
| VFIAX Vanguard 500 Index-Adm | 4.42% | 217,774 | $109.7M | New |
| SRBRX Federated SHRT-Intrm TTL-R6 filed as FED SH INTRM TTL BD | 3.73% | 9,283,784 | $92.6M | New |
| FTRLX Fed Herm TTL RTRN BND-R6 filed as FED TTL RET BD CL R6 | 3.64% | 9,671,424 | $90.2M | New |
| AGG iShares Core U.S. Aggregate | 2.29% | 584,828 | $56.8M | Add +0.2% |
| VIMAX VNGD Mrngst MD-CP Idx FD-Adm | 2.07% | 170,927 | $51.3M | New |
| LLY Eli Lilly & Co. | 2.05% | 56,119 | $50.8M | Add +8.7% |
| AAPL Apple Inc. | 2.00% | 235,928 | $49.7M | Add +0.4% |
| MSFT Microsoft Corp. | 1.82% | 101,262 | $45.3M | Reduce -4.0% |
| VFSUX Vanguard S/T Invest GRD-Adm | 1.81% | 4,399,821 | $44.8M | New |
| GOOGL Alphabet Inc. Class A | 1.49% | 203,342 | $37.0M | Add +0.8% |
| VEIRX Vanguard Equity Income-Adm | 1.49% | 414,705 | $36.9M | New |
| FCNTX Fidelity Contrafund | 1.49% | 1,825,681 | $36.9M | New |
| NUSFX Northern Ultra-SHRT Fix Inc. filed as NORTH ULT-SH FIX INC | 1.44% | 3,489,276 | $35.8M | New |
| VBTLX Vanguard TTL BD MKT Idx-Adm | 1.41% | 3,676,281 | $34.9M | New |
| AVGO Broadcom Inc. | 1.37% | 21,209 | $34.1M | Reduce -3.8% |
| VSMAX Vangrd Mrgstr SML CP Idx-Adm | 1.29% | 305,807 | $32.0M | New |
| IJR iShares Core S&P Small-Cap E | 1.26% | 293,788 | $31.3M | Reduce -1.7% |
| IYW iShares Ustechnology ETF | 1.22% | 201,514 | $30.3M | Reduce -4.4% |
| SFNNX Schwab Fndmnl Intl LRG Comp | 1.20% | 2,719,303 | $29.8M | New |
| IVW iShares S&P 500 Growth ETF | 1.08% | 288,504 | $26.7M | Reduce -8.3% |
| VGT Vanguard Info Tech ETF | 1.05% | 44,976 | $25.9M | Reduce -10.6% |
| AMZN Amazon.com Inc. | 0.95% | 121,471 | $23.5M | Add +5.3% |
| VOO Vanguard S&P 500 ETF | 0.88% | 43,656 | $21.8M | Add +0.3% |
| SYK Stryker Corp. | 0.82% | 59,613 | $20.3M | Reduce -3.3% |
| COST Costco Wholesale Corp. | 0.81% | 23,689 | $20.1M | Reduce -4.6% |
| NVDA Nvidia Corp. | 0.80% | 160,438 | $19.8M | Reduce -13.5% |
| GSY Invesco Ultra Short Duration filed as POWERSHARES ACTIVELY MANAGED | 0.79% | 391,190 | $19.5M | Reduce -3.9% |
| FRME First Merchants Corp. | 0.78% | 581,863 | $19.4M | Add +457.3% |
| JMGRX Janus Hndrsn Enterprise-I filed as JANUS ENTERPRISE | 0.78% | 139,144 | $19.3M | New |
| FELE Franklin Electric Co. Inc. | 0.77% | 197,819 | $19.1M | New |
| LRCX Lam Research Corp. | 0.76% | 17,610 | $18.8M | Reduce -1.3% |
| VIGAX VNGD Mrngst Grwth Idx FD-Adm filed as VANGUARD GROWTH INDEX-ADM | 0.75% | 96,226 | $18.5M | New |
| JPM JPMorgan Chase & Co. | 0.74% | 90,918 | $18.4M | Add +48.7% |
| WCMIX WCM Focused Intl Growth-Inst | 0.71% | 698,659 | $17.5M | New |
| APH Amphenol Corp. Class A | 0.71% | 259,808 | $17.5M | Reduce -0.9% |
| UNH Unitedhealth Group Inc. | 0.70% | 34,193 | $17.4M | Reduce -3.3% |
| V Visa Inc. Class A | 0.70% | 66,304 | $17.4M | Reduce -6.2% |
| VWILX Vanguard Intl Growth-Adm | 0.66% | 149,583 | $16.4M | New |
| IVE iShares S&P 500 Value ETF | 0.66% | 89,498 | $16.3M | Reduce -2.2% |
| WMT Walmart Inc. | 0.61% | 223,890 | $15.2M | Add +13.2% |
| LOW Lowe's Cos Inc. | 0.60% | 67,889 | $15.0M | Reduce -1.1% |
| VWIUX Vanguard I/T Tax Exmpt-Adm | 0.58% | 1,058,458 | $14.3M | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.57% | 125,719 | $14.3M | Reduce -0.7% |
| MVCKX MFS Mid Cap Value Fund-R5 | 0.57% | 432,729 | $14.2M | New |
| PEP Pepsico Inc. | 0.57% | 85,502 | $14.1M | Reduce -5.2% |
| ACN Accenture PLC Class A | 0.56% | 46,162 | $14.0M | Reduce -1.8% |
| GRANT COUNTY STATE | 0.56% | 15,310 | $14.0M | New |
| DODIX Dodge & Cox Income-I | 0.54% | 1,085,565 | $13.4M | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.54% | 152,232 | $13.4M | Reduce -0.3% |
| BIV Vanguard Intermediate-Term B | 0.53% | 174,223 | $13.0M | Reduce -0.5% |
| NOMIX Northern Mid Cap Index | 0.51% | 591,756 | $12.5M | New |
| ADP Automatic Data Processing | 0.48% | 50,227 | $12.0M | Reduce -2.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.48% | 108,520 | $11.9M | Reduce -4.2% |
| CB Chubb Ltd. | 0.48% | 46,806 | $11.9M | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 28,963 | $11.8M | Reduce -2.0% |
| MFAIX Msif International Adv-I filed as MORGAN STANLEY INTL | 0.46% | 497,384 | $11.5M | New |
| PG The Procter & Gamble Co. | 0.44% | 65,651 | $10.8M | Reduce -2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.43% | 19,695 | $10.7M | Reduce -0.6% |
| PDGIX T Rowe PR Dividend Grow-I | 0.43% | 138,061 | $10.7M | New |
| JNJ Johnson & Johnson | 0.43% | 72,842 | $10.6M | Reduce -6.7% |
| DHR Danaher Corp. | 0.42% | 42,036 | $10.5M | Reduce -5.3% |
| VVIAX VNGD Mrgstr Value Idx FD-Adm filed as VANGUARD VALUE INDEX ADM | 0.41% | 163,240 | $10.2M | New |
| SCHD Schwab US DVD Equity ETF | 0.41% | 131,049 | $10.2M | Reduce -5.4% |
| HD Home Depot Inc. | 0.41% | 29,517 | $10.2M | Add +1.1% |
| FGTXX Gldmn SCHS Fin SQ GV-FST filed as GS FIN SQ GOVT | 0.39% | 9,726,812 | $9.7M | New |
| MCHP Microchip Technology Inc. | 0.39% | 106,249 | $9.7M | Reduce -2.0% |
| XLV SS Health Care Select Sector | 0.39% | 66,195 | $9.6M | Reduce -4.3% |
| MDY State Street SPDR S&P Midcap | 0.39% | 17,958 | $9.6M | Reduce -2.5% |
| BLK BlackRock Finance Inc. | 0.39% | 12,165 | $9.6M | Reduce -0.1% |
| SCHW Schwab (charles) Corp. | 0.38% | 129,314 | $9.5M | Reduce -4.4% |
| BSV Vanguard Short-Term Bond ETF | 0.38% | 122,949 | $9.4M | Reduce -0.2% |
| NOW ServiceNow Inc. | 0.37% | 11,591 | $9.1M | Reduce -3.1% |
| LIN Linde PLC | 0.36% | 20,617 | $9.0M | Reduce -1.1% |
| CMCSA Comcast Corp. Class A | 0.35% | 220,797 | $8.6M | Reduce -1.9% |
| EOG EOG Resources Inc. | 0.33% | 64,089 | $8.1M | Reduce -1.6% |
| XLK SS Technology Select Sector | 0.32% | 34,855 | $7.9M | Reduce -7.8% |
| CVX Chevron Corp. | 0.32% | 50,353 | $7.9M | Reduce -5.0% |
| ADBE Adobe Inc. | 0.32% | 14,173 | $7.9M | Reduce -0.0% |
| META Meta Platforms Inc. Class A | 0.31% | 15,133 | $7.6M | Add +103.7% |
| TXN Texas Instruments Inc. | 0.30% | 38,506 | $7.5M | Add +4.0% |
| ORLY O'reilly Automotive Inc. | 0.30% | 7,065 | $7.5M | Add +5.7% |
| VHYAX Vanguard Hi DVD YLD Indx-Adm | 0.30% | 206,341 | $7.4M | New |
| XLP SS Consumer Staples Sel Sect | 0.29% | 95,339 | $7.3M | Reduce -7.2% |
| LMT Lockheed Martin Corp. | 0.29% | 15,534 | $7.3M | Reduce -2.1% |
| VMLUX Vanguard Ltd. TRM T/E-Adm | 0.28% | 648,890 | $7.0M | New |
| IWP iShares Russell Mid-Cap Grow | 0.28% | 61,942 | $6.8M | Reduce -1.3% |
| NEE Nextera Energy Inc. | 0.27% | 96,268 | $6.8M | Add +4.1% |
| IWR iShares Russell Mid-Cap ETF | 0.27% | 83,790 | $6.8M | Reduce -5.9% |
| GGG Graco Inc. | 0.27% | 85,129 | $6.7M | Add +8.1% |
| WCMEX WCM Focus Emrg MRKT-Inst | 0.27% | 473,703 | $6.7M | New |
| EW Edwards Lifesciences Corp. | 0.27% | 72,475 | $6.7M | Reduce -1.9% |
| HON Honeywell International Inc. | 0.27% | 31,136 | $6.6M | Reduce -2.1% |
| VFIDX Vanguard I/T Invest GRD-Adm | 0.26% | 770,936 | $6.6M | New |
| IEFA iShares Core MSCI Eafe ETF | 0.26% | 89,914 | $6.5M | Add +5.5% |
| LHX L3HARRIS Technologies Inc. | 0.26% | 28,873 | $6.5M | Reduce -16.2% |
| VITAX Vanguard Inf Tech Idx-Adm | 0.25% | 20,970 | $6.2M | New |
| ABT Abbott Laboratories | 0.25% | 59,017 | $6.1M | Reduce -14.6% |
| CPRT Copart Inc. | 0.25% | 113,138 | $6.1M | Add +8.5% |
| VTMGX Vanguard Dev MKT Indx-Adm | 0.25% | 384,035 | $6.1M | New |
Other holdings (4): bonds, preferreds, convertibles and warrants · $1.8M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| TRUIST FINANCIAL CORP (TFC 5.25 PERP O) | PFD | 29,009 | $640K | New |
| JPMORGAN CHASE & CO (JPM 4.625 PERP LL) | Common Stock | 19,380 | $406K | New |
| CHARLES SCHWAB CORP (SCHW 4.45 PERP J) | PFD | 18,995 | $381K | New |
| PUBLIC STORAGE (PSA 4.625 PERP L) | COM | 17,000 | $347K | New |
Lines left out (1) · $2.9M — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| ROY HOTEL PARTNERS | Equities | 0 | $2.9M |
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: $2.5B.
Portfolio Sells Q1 2024 → Q2 2024
| MSFT Microsoft Corp. | Reduce -4.0% | 1.82% | −1.51 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.7% | 1.26% | −1.22 |
| VGT Vanguard Info Tech ETF | Reduce -10.6% | 1.05% | −0.94 |
| IVW iShares S&P 500 Growth ETF | Reduce -8.3% | 1.08% | −0.92 |
| IYW iShares Ustechnology ETF | Reduce -4.4% | 1.22% | −0.92 |
| SYK Stryker Corp. | Reduce -3.3% | 0.82% | −0.84 |
| AVGO Broadcom Inc. | Reduce -3.8% | 1.37% | −0.82 |
| V Visa Inc. Class A | Reduce -6.2% | 0.70% | −0.78 |
| GSY Invesco Ultra Short Duration | Reduce -3.9% | 0.79% | −0.74 |
| LOW Lowe's Cos Inc. | Reduce -1.1% | 0.60% | −0.71 |
| ACN Accenture PLC Class A | Reduce -1.8% | 0.56% | −0.66 |
| IVE iShares S&P 500 Value ETF | Reduce -2.2% | 0.66% | −0.63 |
| PEP Pepsico Inc. | Reduce -5.2% | 0.57% | −0.62 |
| UNH Unitedhealth Group Inc. | Reduce -3.3% | 0.70% | −0.61 |
| COST Costco Wholesale Corp. | Reduce -4.6% | 0.81% | −0.56 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -0.7% | 0.57% | −0.55 |
| LRCX Lam Research Corp. | Reduce -1.3% | 0.76% | −0.55 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -0.3% | 0.54% | −0.51 |
| JNJ Johnson & Johnson | Reduce -6.7% | 0.43% | −0.50 |
| ADP Automatic Data Processing | Reduce -2.6% | 0.48% | −0.48 |
| BIV Vanguard Intermediate-Term B | Reduce -0.5% | 0.53% | −0.47 |
| NVDA Nvidia Corp. | Reduce -13.5% | 0.80% | −0.46 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.0% | 0.47% | −0.46 |
| CB Chubb Ltd. | Reduce -1.9% | 0.48% | −0.45 |
| APH Amphenol Corp. Class A | Reduce -0.9% | 0.71% | −0.43 |
| SCHD Schwab US DVD Equity ETF | Reduce -5.4% | 0.41% | −0.43 |
| DHR Danaher Corp. | Reduce -5.3% | 0.42% | −0.41 |
| PG The Procter & Gamble Co. | Reduce -2.7% | 0.44% | −0.39 |
| CMCSA Comcast Corp. Class A | Reduce -1.9% | 0.35% | −0.38 |
| MDY State Street SPDR S&P Midcap | Reduce -2.5% | 0.39% | −0.38 |
| TJX TJX Companies Inc. | Reduce -4.2% | 0.48% | −0.38 |
| XLV SS Health Care Select Sector | Reduce -4.3% | 0.39% | −0.38 |
| BLK BlackRock Finance Inc. | Reduce -0.1% | 0.39% | −0.38 |
| LIN Linde PLC | Reduce -1.1% | 0.36% | −0.36 |
| SCHW Schwab (charles) Corp. | Reduce -4.4% | 0.38% | −0.35 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 0.43% | −0.35 |
| ABT Abbott Laboratories | Reduce -14.6% | 0.25% | −0.34 |
| MCHP Microchip Technology Inc. | Reduce -2.0% | 0.39% | −0.34 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.2% | 0.38% | −0.33 |
| NOW ServiceNow Inc. | Reduce -3.1% | 0.37% | −0.32 |
| CVX Chevron Corp. | Reduce -5.0% | 0.32% | −0.31 |
| EOG EOG Resources Inc. | Reduce -1.6% | 0.33% | −0.30 |
| VZ Verizon Communications Inc. | Reduce -77.9% | 0.04% | −0.30 |
| XLP SS Consumer Staples Sel Sect | Reduce -7.2% | 0.29% | −0.30 |
| LHX L3HARRIS Technologies Inc. | Reduce -16.2% | 0.26% | −0.29 |
| IWR iShares Russell Mid-Cap ETF | Reduce -5.9% | 0.27% | −0.29 |
| SLB SLB Ltd. | Reduce -2.3% | 0.23% | −0.28 |
| CAT Caterpillar Inc. | Reduce -17.7% | 0.19% | −0.28 |
| XLK SS Technology Select Sector | Reduce -7.8% | 0.32% | −0.27 |
| CSCO Cisco Systems Inc. | Reduce -19.5% | 0.19% | −0.27 |
Portfolio Buys Q1 2024 → Q2 2024
| FMPW INST MONEY | New | 6.66% | +6.66 |
| VFIAX Vanguard 500 Index-Adm | New | 4.42% | +4.42 |
| SRBRX Federated SHRT-Intrm TTL-R6 | New | 3.73% | +3.73 |
| FTRLX Fed Herm TTL RTRN BND-R6 | New | 3.64% | +3.64 |
| VIMAX VNGD Mrngst MD-CP Idx FD-Adm | New | 2.07% | +2.07 |
| VFSUX Vanguard S/T Invest GRD-Adm | New | 1.81% | +1.81 |
| VEIRX Vanguard Equity Income-Adm | New | 1.49% | +1.49 |
| FCNTX Fidelity Contrafund | New | 1.49% | +1.49 |
| NUSFX Northern Ultra-SHRT Fix Inc. | New | 1.44% | +1.44 |
| VBTLX Vanguard TTL BD MKT Idx-Adm | New | 1.41% | +1.41 |
| VSMAX Vangrd Mrgstr SML CP Idx-Adm | New | 1.29% | +1.29 |
| SFNNX Schwab Fndmnl Intl LRG Comp | New | 1.20% | +1.20 |
| JMGRX Janus Hndrsn Enterprise-I | New | 0.78% | +0.78 |
| FELE Franklin Electric Co. Inc. | New | 0.77% | +0.77 |
| VIGAX VNGD Mrngst Grwth Idx FD-Adm | New | 0.75% | +0.75 |
| WCMIX WCM Focused Intl Growth-Inst | New | 0.71% | +0.71 |
| VWILX Vanguard Intl Growth-Adm | New | 0.66% | +0.66 |
| VWIUX Vanguard I/T Tax Exmpt-Adm | New | 0.58% | +0.58 |
| MVCKX MFS Mid Cap Value Fund-R5 | New | 0.57% | +0.57 |
| GRANT COUNTY STATE | New | 0.56% | +0.56 |
| DODIX Dodge & Cox Income-I | New | 0.54% | +0.54 |
| FRME First Merchants Corp. | Add +457.3% | 0.78% | +0.51 |
| NOMIX Northern Mid Cap Index | New | 0.51% | +0.51 |
| MFAIX Msif International Adv-I | New | 0.46% | +0.46 |
| PDGIX T Rowe PR Dividend Grow-I | New | 0.43% | +0.43 |
| VVIAX VNGD Mrgstr Value Idx FD-Adm | New | 0.41% | +0.41 |
| FGTXX Gldmn SCHS Fin SQ GV-FST | New | 0.39% | +0.39 |
| VHYAX Vanguard Hi DVD YLD Indx-Adm | New | 0.30% | +0.30 |
| VMLUX Vanguard Ltd. TRM T/E-Adm | New | 0.28% | +0.28 |
| WCMEX WCM Focus Emrg MRKT-Inst | New | 0.27% | +0.27 |
| VFIDX Vanguard I/T Invest GRD-Adm | New | 0.26% | +0.26 |
| VITAX Vanguard Inf Tech Idx-Adm | New | 0.25% | +0.25 |
| VTMGX Vanguard Dev MKT Indx-Adm | New | 0.25% | +0.25 |
| VWNAX Vanguard Windsor II-Adm | New | 0.24% | +0.24 |
| PZIEX Pzena Emerg MKTS Val-Inst | New | 0.22% | +0.22 |
| CDM ASSOC LLC | New | 0.18% | +0.18 |
| FPNIX Fpa New Income Fund-Inst | New | 0.18% | +0.18 |
| DODFX Dodge & Cox Intl STCK-I | New | 0.16% | +0.16 |
| VPMAX Vanguard Primecap Fund-Adm | New | 0.15% | +0.15 |
| TBCIX T Rowe PR Blue Chip Grow-I | New | 0.14% | +0.14 |
| VSGDX VNGD SHT-TM Govt Sec Act-Adm | New | 0.14% | +0.14 |
| VTABX Vanguard TTL Intl BND-Adm | New | 0.13% | +0.13 |
| VLCAX VNGD Mrngst LG-CP Idx FD-Adm | New | 0.12% | +0.12 |
| DFSVX Dfa US SM Cap Val Port-Inst | New | 0.12% | +0.12 |
| VBILX Vanguard Intrm BND Idx-Adm | New | 0.12% | +0.12 |
| WAYNE ASPHALT | New | 0.12% | +0.12 |
| VTMSX Vanguard Tax-MGD SM Cap-Adm | New | 0.11% | +0.11 |
| VWSUX Vangrd Ultra SH TM TX Ex-Adm | New | 0.11% | +0.11 |
| VHCIX Vanguard Health Care Idx-Adm | New | 0.10% | +0.10 |
| VTCAX Vanguard Comm Serv Indx-Adm | New | 0.09% | +0.09 |
Notes & Other Activity Q1 2024 → Q2 2024
| ROY HOTEL PARTNERS | Equities | New | 0 | $2.9M |
| TRUIST FINANCIAL CORP (TFC 5.25 PERP O) | PFD | New | 29,009 | $640K |
| JPMORGAN CHASE & CO (JPM 4.625 PERP LL) | Common Stock | New | 19,380 | $406K |
| CHARLES SCHWAB CORP (SCHW 4.45 PERP J) | PFD | New | 18,995 | $381K |
| PUBLIC STORAGE (PSA 4.625 PERP L) | COM | New | 17,000 | $347K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 358 | $2.8B | FMPW INST MONEY, VFIAX, SRBRX, FTRLX, VIMAX |
| Q1 2026 | 356 | $2.6B | FMPW INST MONEY, VFIAX, SRBRX, FTRLX, BSV |
| Q4 2025 | 367 | $2.7B | FMPW INST MONEY, VFIAX, FTRLX, SRBRX, VIMAX |
| Q3 2025 | 370 | $2.7B | FMPW INST MONEY, VFIAX, FTRLX, SRBRX, VIMAX |
| Q2 2025 | 368 | $2.6B | FMPW INST MONEY, VFIAX, FTRLX, SRBRX, VIMAX |
| Q1 2025 | 374 | $2.5B | FMPW INST MONEY, VFIAX, FTRLX, SRBRX, BSV |
| Q4 2024 | 398 | $2.6B | FMPW INST MONEY, VFIAX, FTRLX, SRBRX, AGG |
| Q3 2024 | 396 | $2.6B | FMPW INST MONEY, VFIAX, SRBRX, FTRLX, AGG |
| Q2 2024 | 372 | $2.5B | FMPW INST MONEY, VFIAX, SRBRX, FTRLX, AGG |
| Q1 2024 | 215 | $1.3B | AGG, MSFT, AAPL, LLY, IJR |