First Merchants Corp.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), First Merchants Corp. reported 374 stock positions worth $2.5 billion. Its top holding was FMPW Inst Money at 9.2% of the portfolio, followed by Vanguard 500 Index-Adm (VFIAX, 4.3%) and Fed Herm TTL RTRN BND-R6 (FTRLX, 3.4%). Compared with Q4 2024, it opened 9 new positions, sold out of 33, added to 67 and reduced 208. The biggest buy was Vanguard Short-Term Bond ETF (BSV, shares +383%) and the biggest sale Ball (BALL, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- Muncie, IN
- CIK
- 0000712534
- Portfolio Value
- $2.5B (Q1 2025)
- SEC Filing
- 0000712534-25-000112 ↗ filed Apr 24, 2025
Holdings Value
Holdings 374 stocks · $2.5B
| FMPW INST MONEY | 9.17% | 229,758,600 | $229.8M | Add +8.0% |
| VFIAX Vanguard 500 Index-Adm | 4.35% | 210,240 | $108.8M | Reduce -0.2% |
| FTRLX Fed Herm TTL RTRN BND-R6 filed as FED TTL RET BD CL R6 | 3.36% | 8,874,235 | $84.1M | Reduce -8.1% |
| SRBRX Federated SHRT-Intrm TTL-R6 filed as FED SH INTRM TTL BD | 3.07% | 7,593,865 | $77.0M | Add +21.9% |
| BSV Vanguard Short-Term Bond ETF | 2.30% | 736,894 | $57.7M | Add +382.5% |
| VIMAX VNGD Mrngst MD-CP Idx FD-Adm filed as VANGUARD MID CAP INDEX A | 2.19% | 171,179 | $54.8M | Reduce -0.7% |
| AAPL Apple Inc. | 2.01% | 226,620 | $50.3M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 1.64% | 49,816 | $41.1M | Reduce -11.4% |
| MSFT Microsoft Corp. | 1.62% | 108,289 | $40.7M | Reduce -0.8% |
| VEIRX Vanguard Equity Income-Adm | 1.43% | 396,870 | $35.7M | Add +0.6% |
| AGG iShares Core U.S. Aggregate | 1.38% | 350,506 | $34.7M | Reduce -42.4% |
| FCNTX Fidelity Contrafund | 1.34% | 1,678,950 | $33.6M | Reduce -2.6% |
| NUSFX Northern Ultra-SHRT Fix Inc. filed as NORTH ULT-SH FIX INC | 1.34% | 3,241,531 | $33.5M | Reduce -6.1% |
| AVGO Broadcom Inc. | 1.31% | 196,092 | $32.8M | Reduce -1.1% |
| SFNNX Schwab Fndmnl Intl LRG Comp | 1.29% | 2,869,049 | $32.3M | Reduce -9.0% |
| GOOGL Alphabet Inc. Class A | 1.24% | 201,551 | $31.2M | Reduce -1.3% |
| VBIRX Vanguard S/T BND Indx-Adm | 1.15% | 2,823,621 | $28.9M | Add +4389.2% |
| IYW iShares Ustechnology ETF | 1.05% | 186,559 | $26.2M | Reduce -5.5% |
| IJR iShares Core S&P Small-Cap E | 1.04% | 249,166 | $26.1M | Reduce -11.3% |
| VSMAX Vangrd Mrgstr SML CP Idx-Adm filed as VANGUARD SMALL CAP INDEX ADMIRAL SHARES | 1.00% | 236,512 | $25.1M | Reduce -21.2% |
| IVW iShares S&P 500 Growth ETF | 1.00% | 269,275 | $25.0M | Reduce -8.6% |
| AMZN Amazon.com Inc. | 0.97% | 128,049 | $24.4M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 0.95% | 46,169 | $23.7M | Add +2.0% |
| VGT Vanguard Info Tech ETF | 0.94% | 43,388 | $23.5M | Reduce -2.6% |
| FRANKLIN ELECTRIC | 0.93% | 248,409 | $23.3M | No change |
| V Visa Inc. Class A | 0.92% | 65,916 | $23.1M | Reduce -0.2% |
| SYK Stryker Corp. | 0.88% | 59,178 | $22.0M | Reduce -0.3% |
| FRME First Merchants Corp. | 0.88% | 542,610 | $21.9M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 0.87% | 89,018 | $21.8M | Reduce -2.1% |
| JMGRX Janus Hndrsn Enterprise-I filed as JANUS ENTERPRISE | 0.83% | 152,774 | $20.9M | Add +8.6% |
| BIV Vanguard Intermediate-Term B | 0.82% | 267,647 | $20.5M | Add +37.3% |
| IVE iShares S&P 500 Value ETF | 0.81% | 106,605 | $20.3M | Add +11.7% |
| APH Amphenol Corp. Class A | 0.69% | 261,534 | $17.2M | Add +0.2% |
| COST Costco Wholesale Corp. | 0.66% | 17,461 | $16.5M | Reduce -8.4% |
| VWIUX Vanguard I/T Tax Exmpt-Adm | 0.65% | 1,214,359 | $16.4M | Add +8.0% |
| VWILX Vanguard Intl Growth-Adm | 0.65% | 157,989 | $16.3M | Reduce -0.3% |
| NVDA Nvidia Corp. | 0.65% | 150,129 | $16.3M | Reduce -2.0% |
| GRANT COUNTY STATE | 0.65% | 15,310 | $16.3M | No change |
| MVCKX MFS Mid Cap Value Fund-R5 | 0.65% | 522,138 | $16.2M | Add +13.8% |
| DODIX Dodge & Cox Income-I | 0.64% | 1,280,188 | $16.1M | Add +16.5% |
| VBTLX Vanguard TTL BD MKT Idx-Adm | 0.64% | 1,657,937 | $16.0M | Reduce -53.8% |
| WCMIX WCM Focused Intl Growth-Inst | 0.64% | 695,185 | $15.9M | Add +1.6% |
| VFSUX Vanguard S/T Invest GRD-Adm | 0.63% | 1,511,592 | $15.7M | Reduce -7.6% |
| LOW Lowe's Cos Inc. | 0.63% | 67,230 | $15.7M | Reduce -0.3% |
| WMT Walmart Inc. | 0.62% | 177,274 | $15.6M | Reduce -12.3% |
| VIGAX VNGD Mrngst Grwth Idx FD-Adm | 0.60% | 79,318 | $15.1M | Reduce -16.4% |
| ADP Automatic Data Processing | 0.59% | 48,478 | $14.8M | Reduce -1.2% |
| GSY Invesco Ultra Short Duration | 0.57% | 287,175 | $14.4M | Reduce -27.1% |
| ACN Accenture PLC Class A | 0.57% | 45,557 | $14.2M | Reduce -3.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.57% | 118,596 | $14.2M | Reduce -1.1% |
| CB Chubb Ltd. | 0.55% | 45,776 | $13.8M | Reduce -0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.53% | 109,235 | $13.3M | Add +1.2% |
| LRCX Lam Research Corp. | 0.53% | 181,965 | $13.2M | Add +0.3% |
| MFAIX Msif International Adv-I filed as MORGAN STANLEY INTL | 0.51% | 524,781 | $12.8M | Reduce -1.7% |
| ABBV Abbvie Inc. | 0.49% | 58,318 | $12.2M | Add +95.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.49% | 146,613 | $12.2M | Reduce -0.8% |
| BLK BlackRock Inc. | 0.46% | 12,148 | $11.5M | Reduce -3.0% |
| BRO Brown & Brown Inc. | 0.46% | 91,913 | $11.4M | Add +1.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.45% | 150,511 | $11.4M | Add +50.6% |
| JNJ Johnson & Johnson | 0.45% | 68,308 | $11.3M | Reduce -0.9% |
| HON Honeywell International Inc. | 0.45% | 53,262 | $11.3M | Reduce -0.3% |
| SCHD Schwab US DVD Equity ETF | 0.45% | 401,443 | $11.2M | Reduce -4.9% |
| PG The Procter & Gamble Co. | 0.44% | 64,629 | $11.0M | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 19,481 | $10.9M | Reduce -0.8% |
| VVIAX VNGD Mrgstr Value Idx FD-Adm | 0.42% | 156,288 | $10.5M | Reduce -3.1% |
| PZIEX Pzena Emerg MKTS Val-Inst | 0.40% | 801,500 | $10.1M | Add +34.2% |
| NOMIX Northern Mid Cap Index | 0.40% | 517,545 | $10.1M | Reduce -4.9% |
| HD Home Depot Inc. | 0.40% | 27,196 | $10.0M | Reduce -2.4% |
| META Meta Platforms Inc. Class A | 0.40% | 17,237 | $9.9M | Add +2.5% |
| ORLY O'reilly Automotive Inc. | 0.39% | 6,894 | $9.9M | Reduce -1.1% |
| SCHW Schwab (charles) Corp. | 0.39% | 125,916 | $9.9M | Add +0.5% |
| XLV SS Health Care Select Sector | 0.39% | 67,348 | $9.8M | Reduce -5.6% |
| AVUV Avantis US Small Cap Value | 0.39% | 112,315 | $9.8M | New |
| LIN Linde PLC | 0.38% | 20,340 | $9.5M | Add +0.1% |
| PEP Pepsico Inc. | 0.37% | 61,227 | $9.2M | Reduce -6.4% |
| GVI iShares Intermediate Governm | 0.37% | 86,447 | $9.2M | Add +2240.2% |
| FTNT Fortinet Inc. | 0.36% | 93,989 | $9.0M | Add +1.6% |
| NOW ServiceNow Inc. | 0.36% | 11,233 | $8.9M | Add +0.9% |
| PDGIX T Rowe PR Dividend Grow-I | 0.35% | 113,169 | $8.9M | Reduce -10.5% |
| MDY State Street SPDR S&P Midcap | 0.35% | 16,616 | $8.9M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 16,393 | $8.7M | Reduce -2.0% |
| DHR Danaher Corp. | 0.33% | 40,579 | $8.3M | Reduce -1.7% |
| EOG EOG Resources Inc. | 0.32% | 63,089 | $8.1M | Reduce -1.5% |
| IWP iShares Russell Mid-Cap Grow | 0.32% | 68,528 | $8.1M | Add +9.4% |
| VMLUX Vanguard Ltd. TRM T/E-Adm | 0.32% | 736,392 | $8.0M | Add +4.0% |
| UNH Unitedhealth Group Inc. | 0.32% | 15,235 | $8.0M | Reduce -55.9% |
| CVX Chevron Corp. | 0.31% | 45,773 | $7.7M | Reduce -6.6% |
| WCMEX WCM Focus Emrg MRKT-Inst | 0.30% | 519,233 | $7.6M | Reduce -6.8% |
| XLP SS Consumer Staples Sel Sect | 0.29% | 88,412 | $7.2M | Reduce -4.2% |
| CPRT Copart Inc. | 0.29% | 127,116 | $7.2M | Add +3.4% |
| ABT Abbott Laboratories | 0.29% | 54,096 | $7.2M | Reduce -3.5% |
| FGTXX Gldmn SCHS Fin SQ GV-FST filed as GS FIN SQ GOVT | 0.28% | 7,122,973 | $7.1M | Reduce -35.0% |
| VHYAX Vanguard Hi DVD YLD Indx-Adm | 0.28% | 182,881 | $7.1M | Reduce -5.0% |
| XLK SS Technology Select Sector | 0.28% | 34,402 | $7.1M | Reduce -1.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.28% | 96,589 | $7.1M | Add +44.3% |
| CMCSA Comcast Corp. Class A | 0.28% | 191,714 | $7.1M | Reduce -5.4% |
| TXN Texas Instruments Inc. | 0.28% | 39,025 | $7.0M | Reduce -1.8% |
| SPGI S&P Global Inc. | 0.28% | 13,795 | $7.0M | Add +1.9% |
| MCD McDonald's Corp. | 0.28% | 22,369 | $7.0M | Add +2.5% |
| NEE Nextera Energy Inc. | 0.27% | 96,098 | $6.8M | Reduce -1.0% |
Other holdings (7): bonds, preferreds, convertibles and warrants · $2.3M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| MORGAN STANLEY 4.431 1/23/30 | Fixed Income · principal | 625,000 | $617K | No change |
| INGERSOLL RAND 5.314 6/15/31 | Fixed Income · principal | 500,000 | $511K | No change |
| TRUIST FINANCIAL CORP (TFC 5.25 PERP O) | PFD | 21,420 | $456K | No change |
| JPMORGAN CHASE & CO (JPM 4.625 PERP LL) | Common Stock | 12,160 | $244K | No change |
| FLAGSTAR BK NATL ASSN CD 5.150 | Cash Equivalents · principal | 230,000 | $230K | No change |
| PUBLIC STORAGE (PSA 4.625 PERP L) | COM | 11,000 | $209K | No change |
| MORGAN STANLEY BANK 4.800 DUE | Fixed Income · principal | 75,000 | $76K | No change |
Total filed on the 13F, all lines: $2.5B.
Portfolio Sells Q4 2024 → Q1 2025
| BALL Ball Corp. | Reduce -93.1% | 0.09% | −1.22 |
| AGG iShares Core U.S. Aggregate | Reduce -42.4% | 1.38% | −0.88 |
| VBTLX Vanguard TTL BD MKT Idx-Adm | Reduce -53.8% | 0.64% | −0.67 |
| AVGO Broadcom Inc. | Reduce -1.1% | 1.31% | −0.46 |
| UNH Unitedhealth Group Inc. | Reduce -55.9% | 0.32% | −0.35 |
| VSMAX Vangrd Mrgstr SML CP Idx-Adm | Reduce -21.2% | 1.00% | −0.33 |
| LMT Lockheed Martin Corp. | Reduce -79.2% | 0.06% | −0.24 |
| GOOGL Alphabet Inc. Class A | Reduce -1.3% | 1.24% | −0.24 |
| IJR iShares Core S&P Small-Cap E | Reduce -11.3% | 1.04% | −0.20 |
| GSY Invesco Ultra Short Duration | Reduce -27.1% | 0.57% | −0.18 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -87.6% | 0.03% | −0.18 |
| AAPL Apple Inc. | Reduce -0.1% | 2.01% | −0.18 |
| VIGAX VNGD Mrngst Grwth Idx FD-Adm | Reduce -16.4% | 0.60% | −0.17 |
| IYW iShares Ustechnology ETF | Reduce -5.5% | 1.05% | −0.16 |
| IVW iShares S&P 500 Growth ETF | Reduce -8.6% | 1.00% | −0.15 |
| MSFT Microsoft Corp. | Reduce -0.8% | 1.62% | −0.15 |
| NVDA Nvidia Corp. | Reduce -2.0% | 0.65% | −0.14 |
| FGTXX Gldmn SCHS Fin SQ GV-FST | Reduce -35.0% | 0.28% | −0.14 |
| VTMGX Vanguard Dev MKT Indx-Adm | Reduce -65.6% | 0.08% | −0.13 |
| VGT Vanguard Info Tech ETF | Reduce -2.6% | 0.94% | −0.13 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 0.97% | −0.12 |
| VTABX Vanguard TTL Intl BND-Adm | Reduce -92.8% | 0.01% | −0.11 |
| WAYNE ASPHALT | Sold out | 0.00% | −0.11 |
| FTRLX Fed Herm TTL RTRN BND-R6 | Reduce -8.1% | 3.36% | −0.11 |
| EMB iShares JP Morgan Usd Emergi | Reduce -83.9% | 0.02% | −0.09 |
| WMT Walmart Inc. | Reduce -12.3% | 0.62% | −0.08 |
| VEGBX Vanguard Emerg MKTS BND-Adm | Sold out | 0.00% | −0.07 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -44.6% | 0.08% | −0.07 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.07 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -44.5% | 0.08% | −0.07 |
| ACN Accenture PLC Class A | Reduce -3.1% | 0.57% | −0.07 |
| BMY Bristol-Myers Squibb Co. | Reduce -87.0% | 0.01% | −0.06 |
| FCNTX Fidelity Contrafund | Reduce -2.6% | 1.34% | −0.05 |
| VFIAX Vanguard 500 Index-Adm | Reduce -0.2% | 4.35% | −0.05 |
| NTRA Natera Inc. | Sold out | 0.00% | −0.05 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -85.0% | 0.01% | −0.05 |
| VITAX Vanguard Inf Tech Idx-Adm | Reduce -10.8% | 0.19% | −0.05 |
| RSHRX Columbia High Yield Bond-I2 | Sold out | 0.00% | −0.04 |
| PCT Purecycle Technologies Inc. | Sold out | 0.00% | −0.04 |
| BLK BlackRock Inc. | Reduce -3.0% | 0.46% | −0.03 |
| CMI Cummins Inc. | Reduce -7.1% | 0.21% | −0.03 |
| DHR Danaher Corp. | Reduce -1.7% | 0.33% | −0.03 |
| NUSFX Northern Ultra-SHRT Fix Inc. | Reduce -6.1% | 1.34% | −0.03 |
| NOMIX Northern Mid Cap Index | Reduce -4.9% | 0.40% | −0.03 |
| XLK SS Technology Select Sector | Reduce -1.9% | 0.28% | −0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -0.8% | 0.49% | −0.03 |
| ADBE Adobe Inc. | Reduce -1.7% | 0.22% | −0.03 |
| VWEAX Vanguard Hi YLD Corp.-Adm | Sold out | 0.00% | −0.03 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.03 |
| VTCAX Vanguard Comm Serv Indx-Adm | Reduce -28.2% | 0.07% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| BSV Vanguard Short-Term Bond ETF | Add +382.5% | 2.30% | +1.85 |
| VBIRX Vanguard S/T BND Indx-Adm | Add +4389.2% | 1.15% | +1.13 |
| FMPW INST MONEY | Add +8.0% | 9.17% | +0.99 |
| SRBRX Federated SHRT-Intrm TTL-R6 | Add +21.9% | 3.07% | +0.66 |
| AVUV Avantis US Small Cap Value | New | 0.39% | +0.39 |
| GVI iShares Intermediate Governm | Add +2240.2% | 0.37% | +0.35 |
| ABBV Abbvie Inc. | Add +95.7% | 0.49% | +0.28 |
| BIV Vanguard Intermediate-Term B | Add +37.3% | 0.82% | +0.26 |
| IEFA iShares Core MSCI Eafe ETF | Add +50.6% | 0.45% | +0.18 |
| BAESY Bae Systems PLC -Spon ADR | New | 0.18% | +0.18 |
| PZIEX Pzena Emerg MKTS Val-Inst | Add +34.2% | 0.40% | +0.13 |
| DODIX Dodge & Cox Income-I | Add +16.5% | 0.64% | +0.12 |
| AZN Astrazeneca PLC-Spons ADR | Add +44.3% | 0.28% | +0.11 |
| IVE iShares S&P 500 Value ETF | Add +11.7% | 0.81% | +0.11 |
| BRO Brown & Brown Inc. | Add +1.8% | 0.46% | +0.10 |
| VEIRX Vanguard Equity Income-Adm | Add +0.6% | 1.43% | +0.09 |
| MVCKX MFS Mid Cap Value Fund-R5 | Add +13.8% | 0.65% | +0.08 |
| GOTXX Fed Her Gov Oblig Tax-MN-Ins | Add +123.8% | 0.12% | +0.07 |
| VWIUX Vanguard I/T Tax Exmpt-Adm | Add +8.0% | 0.65% | +0.07 |
| IWS iShares Russell Mid-Cap Valu | Add +52.9% | 0.19% | +0.07 |
| JMGRX Janus Hndrsn Enterprise-I | Add +8.6% | 0.83% | +0.06 |
| WCMIX WCM Focused Intl Growth-Inst | Add +1.6% | 0.64% | +0.06 |
| LIN Linde PLC | Add +0.1% | 0.38% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +20.8% | 0.18% | +0.04 |
| SCHW Schwab (charles) Corp. | Add +0.5% | 0.39% | +0.04 |
| MCD McDonald's Corp. | Add +2.5% | 0.28% | +0.04 |
| CTVA Corteva Inc. | Add +1.2% | 0.24% | +0.03 |
| XLF SS Financial Select Sector | Add +7.9% | 0.24% | +0.03 |
| TJX TJX Companies Inc. | Add +1.2% | 0.53% | +0.03 |
| FTNT Fortinet Inc. | Add +1.6% | 0.36% | +0.03 |
| LRCX Lam Research Corp. | Add +0.3% | 0.53% | +0.02 |
| VMLUX Vanguard Ltd. TRM T/E-Adm | Add +4.0% | 0.32% | +0.02 |
| SPGI S&P Global Inc. | Add +1.9% | 0.28% | +0.02 |
| XLI SS Industrial Select Sector | Add +12.7% | 0.14% | +0.02 |
| DFCEX Emerging Markets Core Equity | Add +35.1% | 0.07% | +0.02 |
| KO The Coca-Cola Co. | Add +2.6% | 0.10% | +0.02 |
| META Meta Platforms Inc. Class A | Add +2.5% | 0.40% | +0.02 |
| IWP iShares Russell Mid-Cap Grow | Add +9.4% | 0.32% | +0.02 |
| CPRT Copart Inc. | Add +3.4% | 0.29% | +0.02 |
| VZ Verizon Communications Inc. | Add +16.9% | 0.05% | +0.01 |
| VFAIX Vanguard Financial Indx-Adm | Add +31.1% | 0.05% | +0.01 |
| FPNIX Fpa New Income Fund-Inst | Add +2.5% | 0.19% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +74.2% | 0.03% | +0.01 |
| VINAX Vanguard Industrials Idx-Adm | Add +95.8% | 0.03% | +0.01 |
| PAYX Paychex Inc. | New | 0.01% | +0.01 |
| USB US Bancorp | New | 0.01% | +0.01 |
| ZTS Zoetis Inc. | Add +2.1% | 0.17% | +0.01 |
| ELV Elevance Health Inc. | Add +21.0% | 0.03% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +2.0% | 0.95% | +0.01 |
| IBM Intl Business Machines Corp. | New | 0.01% | +0.01 |
Notes & Other Activity Q4 2024 → Q1 2025
| MORGAN STANLEY BANK 5.250 DUE | Cash Equivalents · principal | Sold out | 175,000 | $175Kbefore exit |
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 |