First Merchants Corp.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), First Merchants Corp. reported 398 stock positions worth $2.6 billion. Its top holding was FMPW Inst Money at 8.2% of the portfolio, followed by Vanguard 500 Index-Adm (VFIAX, 4.4%) and Fed Herm TTL RTRN BND-R6 (FTRLX, 3.5%). Compared with Q3 2024, it opened 19 new positions, sold out of 17, added to 115 and reduced 169. The biggest buy was FMPW Inst Money (shares +27%) and the biggest sale Federated SHRT-Intrm TTL-R6 (SRBRX, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- Muncie, IN
- CIK
- 0000712534
- Portfolio Value
- $2.6B (Q4 2024)
- SEC Filing
- 0000712534-25-000043 ↗ filed Jan 30, 2025
Holdings Value
Holdings 398 stocks · $2.6B
| FMPW INST MONEY | 8.19% | 212,846,504 | $212.8M | Add +27.0% |
| VFIAX Vanguard 500 Index-Adm | 4.40% | 210,747 | $114.4M | Reduce -1.1% |
| FTRLX Fed Herm TTL RTRN BND-R6 filed as FED TTL RET BD CL R6 | 3.47% | 9,657,602 | $90.2M | Add +3.7% |
| SRBRX Federated SHRT-Intrm TTL-R6 filed as FED SH INTRM TTL BD | 2.41% | 6,230,369 | $62.7M | Reduce -31.1% |
| AGG iShares Core U.S. Aggregate | 2.27% | 608,909 | $59.0M | Add +3.9% |
| AAPL Apple Inc. | 2.19% | 226,967 | $56.8M | Reduce -3.1% |
| VIMAX VNGD Mrngst MD-CP Idx FD-Adm | 2.17% | 172,450 | $56.4M | Reduce -0.6% |
| MSFT Microsoft Corp. | 1.77% | 109,170 | $46.0M | Add +9.3% |
| AVGO Broadcom Inc. | 1.77% | 198,339 | $46.0M | Reduce -2.5% |
| LLY Eli Lilly & Co. | 1.67% | 56,199 | $43.4M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 1.49% | 204,227 | $38.7M | Add +0.3% |
| FCNTX Fidelity Contrafund | 1.39% | 1,724,539 | $36.3M | Reduce -3.3% |
| NUSFX Northern Ultra-SHRT Fix Inc. filed as NORTH ULT-SH FIX INC | 1.37% | 3,452,710 | $35.6M | Add +0.6% |
| VEIRX Vanguard Equity Income-Adm | 1.34% | 394,561 | $34.8M | Reduce -2.4% |
| VSMAX Vangrd Mrgstr SML CP Idx-Adm | 1.33% | 300,271 | $34.6M | Reduce -2.2% |
| BALL Ball Corp. | 1.31% | 619,205 | $34.1M | Add +1335.8% |
| VBTLX Vanguard TTL BD MKT Idx-Adm | 1.31% | 3,588,624 | $34.0M | Reduce -1.9% |
| SFNNX Schwab Fndmnl Intl LRG Comp | 1.26% | 3,152,876 | $32.7M | Add +4.9% |
| IJR iShares Core S&P Small-Cap E | 1.25% | 281,028 | $32.4M | Reduce -3.1% |
| IYW iShares Ustechnology ETF | 1.21% | 197,391 | $31.5M | Reduce -1.1% |
| IVW iShares S&P 500 Growth ETF | 1.15% | 294,589 | $29.9M | Add +0.9% |
| AMZN Amazon.com Inc. | 1.09% | 129,203 | $28.3M | Add +0.6% |
| VGT Vanguard Info Tech ETF | 1.06% | 44,537 | $27.7M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 0.94% | 45,250 | $24.4M | Add +6.6% |
| FRANKLIN ELECTRIC | 0.93% | 248,409 | $24.2M | No change |
| FRME First Merchants Corp. | 0.84% | 549,693 | $21.9M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 0.84% | 90,931 | $21.8M | Reduce -1.1% |
| SYK Stryker Corp. | 0.82% | 59,350 | $21.4M | Reduce -0.7% |
| V Visa Inc. Class A | 0.80% | 66,027 | $20.9M | Reduce -1.2% |
| NVDA Nvidia Corp. | 0.79% | 153,145 | $20.6M | Reduce -3.2% |
| JMGRX Janus Hndrsn Enterprise-I filed as JANUS ENTERPRISE | 0.77% | 140,674 | $20.1M | Add +0.4% |
| VIGAX VNGD Mrngst Grwth Idx FD-Adm filed as VANGUARD GROWTH INDEX-ADM | 0.77% | 94,826 | $20.0M | Reduce -1.7% |
| GSY Invesco Ultra Short Duration | 0.76% | 393,800 | $19.7M | Add +0.0% |
| WMT Walmart Inc. | 0.70% | 202,142 | $18.3M | Reduce -11.7% |
| IVE iShares S&P 500 Value ETF | 0.70% | 95,408 | $18.2M | Add +1.7% |
| APH Amphenol Corp. Class A | 0.70% | 260,987 | $18.1M | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 0.67% | 34,534 | $17.5M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.67% | 19,059 | $17.5M | Reduce -18.3% |
| VFSUX Vanguard S/T Invest GRD-Adm | 0.65% | 1,636,060 | $16.9M | Reduce -62.2% |
| LOW Lowe's Cos Inc. | 0.64% | 67,403 | $16.6M | Reduce -0.2% |
| ACN Accenture PLC Class A | 0.64% | 47,009 | $16.5M | Add +0.1% |
| VWILX Vanguard Intl Growth-Adm | 0.62% | 158,416 | $16.1M | Add +1.3% |
| VWIUX Vanguard I/T Tax Exmpt-Adm | 0.59% | 1,124,758 | $15.3M | Add +7.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.58% | 119,954 | $15.0M | Reduce -1.1% |
| WCMIX WCM Focused Intl Growth-Inst | 0.57% | 684,125 | $14.9M | Reduce -1.4% |
| MVCKX MFS Mid Cap Value Fund-R5 | 0.56% | 458,916 | $14.6M | Add +1.3% |
| BIV Vanguard Intermediate-Term B | 0.56% | 194,931 | $14.6M | Add +8.0% |
| ADP Automatic Data Processing | 0.55% | 49,063 | $14.4M | Reduce -0.6% |
| GRANT COUNTY STATE | 0.54% | 15,310 | $14.0M | No change |
| DODIX Dodge & Cox Income-I | 0.52% | 1,098,873 | $13.6M | Reduce -1.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.52% | 147,872 | $13.4M | Reduce -1.7% |
| LRCX Lam Research Corp. | 0.50% | 181,406 | $13.1M | Add +3.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.50% | 107,974 | $13.0M | Reduce -0.4% |
| BLK BlackRock Inc. | 0.49% | 12,530 | $12.8M | Reduce -1.1% |
| MFAIX Msif International Adv-I filed as MORGAN STANLEY INTL | 0.49% | 534,100 | $12.8M | Add +1.4% |
| CB Chubb Ltd. | 0.49% | 46,113 | $12.7M | Reduce -0.5% |
| HON Honeywell International Inc. | 0.46% | 53,395 | $12.1M | Reduce -0.6% |
| NOW ServiceNow Inc. | 0.45% | 11,135 | $11.8M | Add +0.2% |
| BSV Vanguard Short-Term Bond ETF | 0.45% | 152,720 | $11.8M | Add +16.5% |
| SCHD Schwab US DVD Equity ETF | 0.44% | 422,104 | $11.5M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 19,634 | $11.5M | Add +1.3% |
| NOMIX Northern Mid Cap Index | 0.43% | 544,099 | $11.3M | Reduce -3.7% |
| PG The Procter & Gamble Co. | 0.42% | 65,337 | $11.0M | Add +0.5% |
| FGTXX Gldmn SCHS Fin SQ GV-FST filed as GS FIN SQ GOVT | 0.42% | 10,949,548 | $10.9M | Add +8.9% |
| HD Home Depot Inc. | 0.42% | 27,867 | $10.8M | Reduce -0.1% |
| VVIAX VNGD Mrgstr Value Idx FD-Adm | 0.41% | 161,371 | $10.7M | Reduce -1.7% |
| JNJ Johnson & Johnson | 0.38% | 68,924 | $10.0M | Reduce -4.0% |
| PEP Pepsico Inc. | 0.38% | 65,393 | $9.9M | Reduce -23.3% |
| META Meta Platforms Inc. Class A | 0.38% | 16,825 | $9.9M | Add +3.5% |
| XLV SS Health Care Select Sector | 0.38% | 71,368 | $9.8M | Add +7.5% |
| PDGIX T Rowe PR Dividend Grow-I | 0.37% | 126,404 | $9.7M | Reduce -5.4% |
| MDY State Street SPDR S&P Midcap | 0.37% | 16,865 | $9.6M | Reduce -0.9% |
| DHR Danaher Corp. | 0.36% | 41,289 | $9.5M | Reduce -3.1% |
| SCHW Schwab (charles) Corp. | 0.36% | 125,255 | $9.3M | Reduce -2.6% |
| BRO Brown & Brown Inc. | 0.35% | 90,299 | $9.2M | Add +0.6% |
| FTNT Fortinet Inc. | 0.34% | 92,546 | $8.7M | Add +0.1% |
| LIN Linde PLC | 0.33% | 20,320 | $8.5M | Reduce -0.3% |
| ORLY O'reilly Automotive Inc. | 0.32% | 6,968 | $8.3M | Reduce -0.8% |
| WCMEX WCM Focus Emrg MRKT-Inst | 0.32% | 557,344 | $8.2M | Add +0.4% |
| XLK SS Technology Select Sector | 0.31% | 35,052 | $8.2M | Reduce -0.3% |
| IWP iShares Russell Mid-Cap Grow | 0.31% | 62,647 | $7.9M | Reduce -0.8% |
| LMT Lockheed Martin Corp. | 0.30% | 16,212 | $7.9M | Add +0.4% |
| EOG EOG Resources Inc. | 0.30% | 64,029 | $7.8M | Add +0.3% |
| VMLUX Vanguard Ltd. TRM T/E-Adm | 0.30% | 708,249 | $7.7M | Add +4.8% |
| CMCSA Comcast Corp. Class A | 0.29% | 202,656 | $7.6M | Reduce -6.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 16,722 | $7.6M | Reduce -1.9% |
| TXN Texas Instruments Inc. | 0.29% | 39,739 | $7.5M | Add +0.8% |
| VHYAX Vanguard Hi DVD YLD Indx-Adm | 0.28% | 192,593 | $7.4M | Reduce -2.9% |
| XLP SS Consumer Staples Sel Sect | 0.28% | 92,312 | $7.3M | Reduce -2.1% |
| XLY SS Consumer Disc Select Sect | 0.28% | 32,252 | $7.2M | Reduce -0.9% |
| IWR iShares Russell Mid-Cap ETF | 0.28% | 81,418 | $7.2M | Reduce -0.9% |
| CVX Chevron Corp. | 0.27% | 49,022 | $7.1M | Reduce -2.0% |
| PZIEX Pzena Emerg MKTS Val-Inst | 0.27% | 597,423 | $7.1M | Add +3.1% |
| CPRT Copart Inc. | 0.27% | 122,998 | $7.1M | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.27% | 99,966 | $7.0M | Add +2.9% |
| NEE Nextera Energy Inc. | 0.27% | 97,047 | $7.0M | Reduce -0.2% |
| AMP Ameriprise Financial Inc. | 0.26% | 12,721 | $6.8M | Reduce -4.8% |
| SPGI S&P Global Inc. | 0.26% | 13,542 | $6.7M | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 24,468 | $6.5M | Add +2.0% |
| ADBE Adobe Inc. | 0.25% | 14,406 | $6.4M | Reduce -0.3% |
Other holdings (8): bonds, preferreds, convertibles and warrants · $2.5M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| MORGAN STANLEY 4.431 1/23/30 | Fixed Income · principal | 625,000 | $608K | No change |
| INGERSOLL RAND 5.314 6/15/31 | Fixed Income · principal | 500,000 | $505K | No change |
| TRUIST FINANCIAL CORP (TFC 5.25 PERP O) | PFD | 21,420 | $451K | Reduce -26.2% |
| JPMORGAN CHASE & CO (JPM 4.625 PERP LL) | Common Stock | 12,160 | $250K | Reduce -37.3% |
| FLAGSTAR BK NATL ASSN CD 5.150 | Cash Equivalents · principal | 230,000 | $231K | No change |
| PUBLIC STORAGE (PSA 4.625 PERP L) | COM | 11,000 | $213K | Reduce -35.3% |
| MORGAN STANLEY BANK 5.250 DUE | Cash Equivalents · principal | 175,000 | $175K | No change |
| MORGAN STANLEY BANK 4.800 DUE | Fixed Income · principal | 75,000 | $76K | No change |
Total filed on the 13F, all lines: $2.6B.
Portfolio Sells Q3 2024 → Q4 2024
| SRBRX Federated SHRT-Intrm TTL-R6 | Reduce -31.1% | 2.41% | −1.13 |
| VFSUX Vanguard S/T Invest GRD-Adm | Reduce -62.2% | 0.65% | −1.08 |
| MCHP Microchip Technology Inc. | Reduce -79.2% | 0.05% | −0.28 |
| PEP Pepsico Inc. | Reduce -23.3% | 0.38% | −0.17 |
| EW Edwards Lifesciences Corp. | Reduce -85.3% | 0.03% | −0.15 |
| VEIRX Vanguard Equity Income-Adm | Reduce -2.4% | 1.34% | −0.14 |
| WCMIX WCM Focused Intl Growth-Inst | Reduce -1.4% | 0.57% | −0.13 |
| COST Costco Wholesale Corp. | Reduce -18.3% | 0.67% | −0.12 |
| LNT Alliant Energy Corp. | Reduce -70.2% | 0.05% | −0.12 |
| DHR Danaher Corp. | Reduce -3.1% | 0.36% | −0.09 |
| VBTLX Vanguard TTL BD MKT Idx-Adm | Reduce -1.9% | 1.31% | −0.07 |
| JNJ Johnson & Johnson | Reduce -4.0% | 0.38% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -0.2% | 0.64% | −0.06 |
| GOTXX Fed Her Gov Oblig Tax-MN-Ins | Reduce -53.0% | 0.05% | −0.06 |
| NOMIX Northern Mid Cap Index | Reduce -3.7% | 0.43% | −0.06 |
| CIFRX Columbia Corporate Inc.-Adv | Sold out | 0.00% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.1% | 1.25% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -6.0% | 0.29% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -0.2% | 0.27% | −0.05 |
| PDGIX T Rowe PR Dividend Grow-I | Reduce -5.4% | 0.37% | −0.05 |
| FCNTX Fidelity Contrafund | Reduce -3.3% | 1.39% | −0.05 |
| LIN Linde PLC | Reduce -0.3% | 0.33% | −0.04 |
| SLB SLB Ltd. | Reduce -16.2% | 0.14% | −0.04 |
| ADBE Adobe Inc. | Reduce -0.3% | 0.25% | −0.04 |
| EKIZX Allspring Adj RT GVT-Inst | Sold out | 0.00% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -17.8% | 0.16% | −0.03 |
| DODIX Dodge & Cox Income-I | Reduce -1.8% | 0.52% | −0.03 |
| LHX L3HARRIS Technologies Inc. | Reduce -1.1% | 0.22% | −0.03 |
| XLB SS Materials Select Sector | Reduce -0.7% | 0.21% | −0.03 |
| ABBV Abbvie Inc. | Reduce -3.1% | 0.20% | −0.03 |
| VWNAX Vanguard Windsor II-Adm | Reduce -2.6% | 0.20% | −0.03 |
| VTMGX Vanguard Dev MKT Indx-Adm | Reduce -2.4% | 0.21% | −0.03 |
| XLRE SS Real Estate Select Sector | Reduce -2.7% | 0.21% | −0.03 |
| MPC Marathon Petroleum Corp. | Reduce -45.0% | 0.02% | −0.02 |
| ROY OUTLOT 2 PRTNRS | Sold out | 0.00% | −0.02 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -8.5% | 0.21% | −0.02 |
| OMC Omnicom Group | Reduce -2.9% | 0.10% | −0.02 |
| AWK American Water Works Co. Inc. | Reduce -11.4% | 0.07% | −0.02 |
| CB Chubb Ltd. | Reduce -0.5% | 0.49% | −0.02 |
| XLP SS Consumer Staples Sel Sect | Reduce -2.1% | 0.28% | −0.02 |
| VBILX Vanguard Intrm BND Idx-Adm | Reduce -14.8% | 0.09% | −0.02 |
| RTX RTX Corp. | Reduce -5.3% | 0.20% | −0.02 |
| COP Conocophillips | Reduce -4.3% | 0.19% | −0.02 |
| ALC Alcon Inc. | Reduce -10.0% | 0.06% | −0.02 |
| FNWFX Amer FNDS New World-F3 | Reduce -36.9% | 0.02% | −0.02 |
| VVIAX VNGD Mrgstr Value Idx FD-Adm | Reduce -1.7% | 0.41% | −0.02 |
| HD Home Depot Inc. | Reduce -0.1% | 0.42% | −0.02 |
| EMB iShares JP Morgan Usd Emergi | Reduce -8.2% | 0.11% | −0.02 |
| NUE Nucor Corp. | Reduce -7.5% | 0.04% | −0.02 |
| ORCL Oracle Corp. | Reduce -14.4% | 0.08% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| FMPW INST MONEY | Add +27.0% | 8.19% | +1.77 |
| BALL Ball Corp. | Add +1335.8% | 1.31% | +1.20 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 1.49% | +0.19 |
| AMZN Amazon.com Inc. | Add +0.6% | 1.09% | +0.17 |
| ZTS Zoetis Inc. | Add +946.4% | 0.16% | +0.14 |
| CEG Constellation Energy | New | 0.13% | +0.13 |
| MSFT Microsoft Corp. | Add +9.3% | 1.77% | +0.12 |
| IVW iShares S&P 500 Growth ETF | Add +0.9% | 1.15% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +6.6% | 0.94% | +0.08 |
| NOW ServiceNow Inc. | Add +0.2% | 0.45% | +0.07 |
| FTNT Fortinet Inc. | Add +0.1% | 0.34% | +0.06 |
| BSV Vanguard Short-Term Bond ETF | Add +16.5% | 0.45% | +0.06 |
| SRINX Columbia Sel Corp. Inc. Class I | New | 0.05% | +0.05 |
| PERSONAL PROPERTY - INDIANAPOLI | New | 0.05% | +0.05 |
| PM Philip Morris International | Add +46.3% | 0.13% | +0.04 |
| CFR Cullen/Frost Bankers Inc. | Add +0.0% | 0.23% | +0.04 |
| FUAMX Fidelty Intrm Trsry BND Indx | Add +174.3% | 0.06% | +0.04 |
| FGTXX Gldmn SCHS Fin SQ GV-FST | Add +8.9% | 0.42% | +0.04 |
| VWIUX Vanguard I/T Tax Exmpt-Adm | Add +7.8% | 0.59% | +0.04 |
| CSCO Cisco Systems Inc. | Add +5.0% | 0.20% | +0.03 |
| CPRT Copart Inc. | Add +0.1% | 0.27% | +0.03 |
| META Meta Platforms Inc. Class A | Add +3.5% | 0.38% | +0.02 |
| XLE SS Energy Select Sector | Add +20.3% | 0.15% | +0.02 |
| MO Altria Group Inc. | Add +56.1% | 0.06% | +0.02 |
| DIS The Walt Disney Co. | Add +1.3% | 0.13% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +105.6% | 0.04% | +0.02 |
| VEMAX Vanguard Em MKT STK Ind-Adm | Add +130.1% | 0.04% | +0.02 |
| BIV Vanguard Intermediate-Term B | Add +8.0% | 0.56% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +1.1% | 0.21% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.3% | 0.44% | +0.02 |
| INBK First Internet Bancorp | New | 0.02% | +0.02 |
| WFC Wells Fargo & Co. | Add +0.4% | 0.07% | +0.01 |
| GVI iShares Intermediate Governm | New | 0.01% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 0.11% | +0.01 |
| TSLA Tesla Inc. | Add +7.5% | 0.04% | +0.01 |
| VMLUX Vanguard Ltd. TRM T/E-Adm | Add +4.8% | 0.30% | +0.01 |
| SCHO Schwab Short-Term US Treas | New | 0.01% | +0.01 |
| GLD SPDR Gold Shares | New | 0.01% | +0.01 |
| EPD Enterprise Products Partners | New | 0.01% | +0.01 |
| FDL First Trust Morn DVD Lead Inc. | New | 0.01% | +0.01 |
| MMM 3M Co. | New | 0.01% | +0.01 |
| BMO Bank of Montreal | New | 0.01% | +0.01 |
| NUSFX Northern Ultra-SHRT Fix Inc. | Add +0.6% | 1.37% | +0.01 |
| CRM Salesforce Inc. | Add +0.1% | 0.05% | +0.01 |
| IYC iShares US Consumer Discreti | New | 0.01% | +0.01 |
| ANSS Ansys Inc. | Add +1.6% | 0.13% | +0.01 |
| CAH Cardinal Health Inc. | New | 0.01% | +0.01 |
| L RYAN PN DTD 12-1-24 6.5 $265 | New | 0.01% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +9.5% | 0.07% | +0.01 |
| CIEN Ciena Corp. | New | 0.01% | +0.01 |
Notes & Other Activity Q3 2024 → Q4 2024
| ROY HOTEL PARTNERS | Equities | Sold out | 0 | $2.9Mbefore exit |
| TRUIST FINANCIAL CORP (TFC 5.25 PERP O) | PFD | Reduce -26.2% | 21,420 | $451K |
| CHARLES SCHWAB CORP (SCHW 4.45 PERP J) | PFD | Sold out | 14,995 | $335Kbefore exit |
| JPMORGAN CHASE & CO (JPM 4.625 PERP LL) | Common Stock | Reduce -37.3% | 12,160 | $250K |
| PUBLIC STORAGE (PSA 4.625 PERP L) | COM | Reduce -35.3% | 11,000 | $213K |
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 |