First Merchants Corp.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), First Merchants Corp. reported 368 stock positions worth $2.6 billion. Its top holding was FMPW Inst Money at 8.6% of the portfolio, followed by Vanguard 500 Index-Adm (VFIAX, 4.6%) and Fed Herm TTL RTRN BND-R6 (FTRLX, 3.2%). Compared with Q1 2025, it opened 8 new positions, sold out of 14, added to 53 and reduced 214. The biggest buy was Nvidia (NVDA, shares +14%) and the biggest sale FMPW Inst Money (shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Muncie, IN
- CIK
- 0000712534
- Portfolio Value
- $2.6B (Q2 2025)
- SEC Filing
- 0000712534-25-000166 ↗ filed Jul 23, 2025
Holdings Value
Holdings 368 stocks · $2.6B
| FMPW INST MONEY | 8.63% | 223,101,623 | $223.1M | Reduce -2.9% |
| VFIAX Vanguard 500 Index-Adm | 4.65% | 209,833 | $120.1M | Reduce -0.2% |
| FTRLX Fed Herm TTL RTRN BND-R6 filed as FED TTL RET BD CL R6 | 3.23% | 8,791,303 | $83.5M | Reduce -0.9% |
| SRBRX Federated SHRT-Intrm TTL-R6 filed as FED SH INTRM TTL BD | 3.05% | 7,731,027 | $78.7M | Add +1.8% |
| VIMAX VNGD Mrngst MD-CP Idx FD-Adm | 2.31% | 171,979 | $59.6M | Add +0.5% |
| BSV Vanguard Short-Term Bond ETF | 2.28% | 749,453 | $59.0M | Add +1.7% |
| MSFT Microsoft Corp. | 2.03% | 105,498 | $52.5M | Reduce -2.6% |
| AVGO Broadcom Inc. | 1.87% | 175,306 | $48.3M | Reduce -10.6% |
| AAPL Apple Inc. | 1.71% | 214,726 | $44.1M | Reduce -5.3% |
| LLY Eli Lilly & Co. | 1.51% | 50,141 | $39.1M | Add +0.7% |
| SFNNX Schwab Fndmnl Intl LRG Comp | 1.50% | 3,080,036 | $38.7M | Add +7.3% |
| FCNTX Fidelity Contrafund | 1.48% | 1,640,300 | $38.3M | Reduce -2.3% |
| VEIRX Vanguard Equity Income-Adm | 1.42% | 392,833 | $36.6M | Reduce -1.0% |
| GOOGL Alphabet Inc. Class A | 1.35% | 198,312 | $34.9M | Reduce -1.6% |
| AGG iShares Core U.S. Aggregate | 1.27% | 331,822 | $32.9M | Reduce -5.3% |
| NUSFX Northern Ultra-SHRT Fix Inc. filed as NORTH ULT-SH FIX INC | 1.23% | 3,070,621 | $31.7M | Reduce -5.3% |
| IYW iShares Ustechnology ETF | 1.22% | 181,849 | $31.5M | Reduce -2.5% |
| IVW iShares S&P 500 Growth ETF | 1.13% | 264,520 | $29.1M | Reduce -1.8% |
| VBIRX Vanguard S/T BND Indx-Adm | 1.11% | 2,785,247 | $28.7M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 1.09% | 127,874 | $28.1M | Reduce -0.1% |
| NVDA Nvidia Corp. | 1.04% | 170,820 | $27.0M | Add +13.8% |
| VGT Vanguard Info Tech ETF | 0.99% | 38,609 | $25.6M | Reduce -11.0% |
| APH Amphenol Corp. Class A | 0.99% | 259,117 | $25.6M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 0.97% | 44,252 | $25.1M | Reduce -4.2% |
| IJR iShares Core S&P Small-Cap E | 0.96% | 228,053 | $24.9M | Reduce -8.5% |
| VSMAX Vangrd Mrgstr SML CP Idx-Adm | 0.96% | 218,673 | $24.8M | Reduce -7.5% |
| JPM JPMorgan Chase & Co. | 0.95% | 85,102 | $24.7M | Reduce -4.4% |
| JMGRX Janus Hndrsn Enterprise-I filed as JANUS ENTERPRISE | 0.89% | 155,826 | $22.9M | Add +2.0% |
| SYK Stryker Corp. | 0.88% | 57,691 | $22.8M | Reduce -2.5% |
| FRANKLIN ELECTRIC | 0.87% | 251,290 | $22.6M | Add +1.2% |
| V Visa Inc. Class A | 0.86% | 62,897 | $22.3M | Reduce -4.6% |
| BIV Vanguard Intermediate-Term B | 0.84% | 280,173 | $21.7M | Add +4.7% |
| IVE iShares S&P 500 Value ETF | 0.80% | 105,938 | $20.7M | Reduce -0.6% |
| FRME First Merchants Corp. | 0.80% | 539,726 | $20.7M | Reduce -0.5% |
| VWILX Vanguard Intl Growth-Adm | 0.78% | 170,809 | $20.1M | Add +8.1% |
| WCMIX WCM Focused Intl Growth-Inst | 0.69% | 652,740 | $17.8M | Reduce -6.1% |
| MVCKX MFS Mid Cap Value Fund-R5 | 0.68% | 547,786 | $17.5M | Add +4.9% |
| VIGAX VNGD Mrngst Grwth Idx FD-Adm | 0.67% | 77,178 | $17.4M | Reduce -2.7% |
| WMT Walmart Inc. | 0.67% | 177,049 | $17.3M | Reduce -0.1% |
| COST Costco Wholesale Corp. | 0.65% | 16,896 | $16.7M | Reduce -3.2% |
| VBTLX Vanguard TTL BD MKT Idx-Adm | 0.62% | 1,649,744 | $16.0M | Reduce -0.5% |
| LRCX Lam Research Corp. | 0.59% | 157,273 | $15.3M | Reduce -13.6% |
| DODIX Dodge & Cox Income-I | 0.59% | 1,206,639 | $15.3M | Reduce -5.8% |
| MFAIX Msif International Adv-I filed as MORGAN STANLEY INTL | 0.59% | 541,215 | $15.2M | Add +3.1% |
| VFSUX Vanguard S/T Invest GRD-Adm | 0.58% | 1,433,256 | $15.0M | Reduce -5.2% |
| VWIUX Vanguard I/T Tax Exmpt-Adm | 0.58% | 1,108,064 | $14.9M | Reduce -8.8% |
| LOW Lowe's Cos Inc. | 0.56% | 65,332 | $14.5M | Reduce -2.8% |
| ADP Automatic Data Processing | 0.56% | 46,649 | $14.4M | Reduce -3.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.55% | 115,234 | $14.2M | Reduce -2.8% |
| GSY Invesco Ultra Short Duration | 0.55% | 280,884 | $14.1M | Reduce -2.2% |
| GRANT COUNTY STATE | 0.54% | 13,030 | $13.8M | Reduce -14.9% |
| META Meta Platforms Inc. Class A | 0.53% | 18,574 | $13.7M | Add +7.8% |
| ACN Accenture PLC Class A | 0.51% | 44,274 | $13.2M | Reduce -2.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.51% | 157,682 | $13.2M | Add +4.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.51% | 105,726 | $13.1M | Reduce -3.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.50% | 142,899 | $13.0M | Reduce -2.5% |
| CB Chubb Ltd. | 0.49% | 44,127 | $12.8M | Reduce -3.6% |
| PZIEX Pzena Emerg MKTS Val-Inst | 0.49% | 930,061 | $12.8M | Add +16.0% |
| AVUV Avantis US Small Cap Value | 0.48% | 137,353 | $12.5M | Add +22.3% |
| BLK BlackRock Inc. | 0.47% | 11,681 | $12.3M | Reduce -3.8% |
| HON Honeywell International Inc. | 0.47% | 52,531 | $12.2M | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.46% | 19,313 | $11.9M | Reduce -0.9% |
| NOW ServiceNow Inc. | 0.45% | 11,393 | $11.7M | Add +1.4% |
| SCHW Schwab (charles) Corp. | 0.44% | 123,423 | $11.3M | Reduce -2.0% |
| VVIAX VNGD Mrgstr Value Idx FD-Adm | 0.41% | 155,362 | $10.7M | Reduce -0.6% |
| ABBV Abbvie Inc. | 0.41% | 57,129 | $10.6M | Reduce -2.0% |
| BRO Brown & Brown Inc. | 0.39% | 91,055 | $10.1M | Reduce -0.9% |
| NOMIX Northern Mid Cap Index | 0.39% | 482,444 | $10.0M | Reduce -6.8% |
| JNJ Johnson & Johnson | 0.39% | 65,419 | $10.0M | Reduce -4.2% |
| PG The Procter & Gamble Co. | 0.39% | 62,635 | $10.0M | Reduce -3.1% |
| WCMEX WCM Focus Emrg MRKT-Inst | 0.38% | 556,477 | $9.8M | Add +7.2% |
| HD Home Depot Inc. | 0.38% | 26,466 | $9.7M | Reduce -2.7% |
| FTNT Fortinet Inc. | 0.38% | 91,635 | $9.7M | Reduce -2.5% |
| IWP iShares Russell Mid-Cap Grow | 0.36% | 67,553 | $9.4M | Reduce -1.4% |
| ORLY O'reilly Automotive Inc. | 0.36% | 102,875 | $9.3M | Reduce -0.5% |
| MDY State Street SPDR S&P Midcap | 0.35% | 16,073 | $9.1M | Reduce -3.3% |
| LIN Linde PLC | 0.35% | 19,269 | $9.0M | Reduce -5.3% |
| XLV SS Health Care Select Sector | 0.34% | 65,926 | $8.9M | Reduce -2.1% |
| PDGIX T Rowe PR Dividend Grow-I | 0.34% | 106,329 | $8.8M | Reduce -6.0% |
| SCHD Schwab US DVD Equity ETF | 0.33% | 321,105 | $8.5M | Reduce -20.0% |
| XLK SS Technology Select Sector | 0.33% | 33,481 | $8.5M | Reduce -2.7% |
| GVI iShares Intermediate Governm | 0.31% | 75,654 | $8.1M | Reduce -12.5% |
| VMLUX Vanguard Ltd. TRM T/E-Adm | 0.31% | 738,628 | $8.1M | Add +0.3% |
| TXN Texas Instruments Inc. | 0.31% | 38,575 | $8.0M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 15,745 | $7.6M | Reduce -4.0% |
| FGTXX Gldmn SCHS Fin SQ GV-FST filed as GS FIN SQ GOVT | 0.30% | 7,628,752 | $7.6M | Add +7.1% |
| DHR Danaher Corp. | 0.29% | 37,494 | $7.4M | Reduce -7.6% |
| SPGI S&P Global Inc. | 0.28% | 13,802 | $7.3M | Add +0.1% |
| EOG EOG Resources Inc. | 0.28% | 60,558 | $7.2M | Reduce -4.0% |
| PEP Pepsico Inc. | 0.28% | 54,746 | $7.2M | Reduce -10.6% |
| VHYAX Vanguard Hi DVD YLD Indx-Adm | 0.28% | 178,911 | $7.2M | Reduce -2.2% |
| MCD McDonald's Corp. | 0.27% | 24,097 | $7.0M | Add +7.7% |
| XLP SS Consumer Staples Sel Sect | 0.27% | 85,207 | $6.9M | Reduce -3.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.26% | 97,633 | $6.8M | Add +1.1% |
| XLY SS Consumer Disc Select Sect | 0.26% | 31,288 | $6.8M | Reduce -2.8% |
| NEE Nextera Energy Inc. | 0.26% | 96,224 | $6.7M | Add +0.1% |
| ABT Abbott Laboratories | 0.26% | 49,108 | $6.7M | Reduce -9.2% |
| IWR iShares Russell Mid-Cap ETF | 0.26% | 72,582 | $6.7M | Reduce -7.5% |
| CMCSA Comcast Corp. Class A | 0.25% | 181,074 | $6.5M | Reduce -5.5% |
| BAESY Bae Systems PLC -Spon ADR | 0.25% | 62,252 | $6.4M | Add +9.0% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $1.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| MORGAN STANLEY 4.431 1/23/30 | Fixed Income · principal | 625,000 | $624K | No change |
| INGERSOLL RAND 5.314 6/15/31 | Fixed Income · principal | 500,000 | $518K | 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 Q1 2025 → Q2 2025
| FMPW INST MONEY | Reduce -2.9% | 8.63% | −0.54 |
| AAPL Apple Inc. | Reduce -5.3% | 1.71% | −0.30 |
| UNH Unitedhealth Group Inc. | Reduce -85.5% | 0.03% | −0.29 |
| CTVA Corteva Inc. | Reduce -71.7% | 0.08% | −0.17 |
| SLB SLB Ltd. | Reduce -86.5% | 0.02% | −0.14 |
| FTRLX Fed Herm TTL RTRN BND-R6 | Reduce -0.9% | 3.23% | −0.13 |
| SCHD Schwab US DVD Equity ETF | Reduce -20.0% | 0.33% | −0.12 |
| GOTXX Fed Her Gov Oblig Tax-MN-Ins | Reduce -93.3% | 0.01% | −0.12 |
| GRANT COUNTY STATE | Reduce -14.9% | 0.54% | −0.11 |
| AGG iShares Core U.S. Aggregate | Reduce -5.3% | 1.27% | −0.11 |
| NUSFX Northern Ultra-SHRT Fix Inc. | Reduce -5.3% | 1.23% | −0.11 |
| PEP Pepsico Inc. | Reduce -10.6% | 0.28% | −0.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -78.3% | 0.02% | −0.08 |
| ABBV Abbvie Inc. | Reduce -2.0% | 0.41% | −0.08 |
| VWIUX Vanguard I/T Tax Exmpt-Adm | Reduce -8.8% | 0.58% | −0.08 |
| FRME First Merchants Corp. | Reduce -0.5% | 0.80% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -8.5% | 0.96% | −0.08 |
| CVX Chevron Corp. | Reduce -6.9% | 0.24% | −0.07 |
| BRO Brown & Brown Inc. | Reduce -0.9% | 0.39% | −0.07 |
| JNJ Johnson & Johnson | Reduce -4.2% | 0.39% | −0.07 |
| LOW Lowe's Cos Inc. | Reduce -2.8% | 0.56% | −0.07 |
| SCHY Schwab International DVD ETF | Reduce -41.2% | 0.10% | −0.06 |
| V Visa Inc. Class A | Reduce -4.6% | 0.86% | −0.06 |
| CB Chubb Ltd. | Reduce -3.6% | 0.49% | −0.06 |
| ACN Accenture PLC Class A | Reduce -2.8% | 0.51% | −0.06 |
| DODIX Dodge & Cox Income-I | Reduce -5.8% | 0.59% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -3.1% | 0.39% | −0.05 |
| GVI iShares Intermediate Governm | Reduce -12.5% | 0.31% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.0% | 0.30% | −0.05 |
| PERSONAL PROPERTY - INDIANAPOLI | Sold out | 0.00% | −0.05 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -80.8% | 0.01% | −0.05 |
| XLV SS Health Care Select Sector | Reduce -2.1% | 0.34% | −0.05 |
| VFSUX Vanguard S/T Invest GRD-Adm | Reduce -5.2% | 0.58% | −0.05 |
| DHR Danaher Corp. | Reduce -7.6% | 0.29% | −0.05 |
| VBIRX Vanguard S/T BND Indx-Adm | Reduce -1.4% | 1.11% | −0.05 |
| AMLP Alerian MLP ETF | Reduce -51.2% | 0.04% | −0.04 |
| EOG EOG Resources Inc. | Reduce -4.0% | 0.28% | −0.04 |
| VSMAX Vangrd Mrgstr SML CP Idx-Adm | Reduce -7.5% | 0.96% | −0.04 |
| COP Conocophillips | Reduce -4.1% | 0.16% | −0.04 |
| ORLY O'reilly Automotive Inc. | Reduce -0.5% | 0.36% | −0.04 |
| AMGN Amgen Inc. | Reduce -12.2% | 0.11% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -17.6% | 0.22% | −0.03 |
| ADP Automatic Data Processing | Reduce -3.8% | 0.56% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -5.5% | 0.25% | −0.03 |
| KO The Coca-Cola Co. | Reduce -26.3% | 0.07% | −0.03 |
| GSY Invesco Ultra Short Duration | Reduce -2.2% | 0.55% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -16.6% | 0.18% | −0.03 |
| LIN Linde PLC | Reduce -5.3% | 0.35% | −0.03 |
| ABT Abbott Laboratories | Reduce -9.2% | 0.26% | −0.03 |
| TJX TJX Companies Inc. | Reduce -3.2% | 0.51% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +13.8% | 1.04% | +0.39 |
| SFNNX Schwab Fndmnl Intl LRG Comp | Add +7.3% | 1.50% | +0.20 |
| ECL Ecolab Inc. | Add +409.7% | 0.22% | +0.18 |
| META Meta Platforms Inc. Class A | Add +7.8% | 0.53% | +0.13 |
| VWILX Vanguard Intl Growth-Adm | Add +8.1% | 0.78% | +0.13 |
| VIMAX VNGD Mrngst MD-CP Idx FD-Adm | Add +0.5% | 2.31% | +0.12 |
| NOW ServiceNow Inc. | Add +1.4% | 0.45% | +0.10 |
| AVUV Avantis US Small Cap Value | Add +22.3% | 0.48% | +0.09 |
| PZIEX Pzena Emerg MKTS Val-Inst | Add +16.0% | 0.49% | +0.09 |
| MFAIX Msif International Adv-I | Add +3.1% | 0.59% | +0.08 |
| WCMEX WCM Focus Emrg MRKT-Inst | Add +7.2% | 0.38% | +0.07 |
| CEG Constellation Energy | Add +1.0% | 0.20% | +0.07 |
| XOM Exxon Mobil Corp. | Add +63.5% | 0.24% | +0.07 |
| BAESY Bae Systems PLC -Spon ADR | Add +9.0% | 0.25% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.8% | 0.51% | +0.05 |
| JMGRX Janus Hndrsn Enterprise-I | Add +2.0% | 0.89% | +0.05 |
| FUAMX Fidelty Intrm Trsry BND Indx | Add +67.2% | 0.10% | +0.04 |
| MVCKX MFS Mid Cap Value Fund-R5 | Add +4.9% | 0.68% | +0.03 |
| 13600 SINGING HILLS TRAIL | New | 0.03% | +0.03 |
| BIV Vanguard Intermediate-Term B | Add +4.7% | 0.84% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +1.8% | 0.19% | +0.02 |
| AME Ametek Inc. | Add +5.9% | 0.21% | +0.02 |
| VFIDX Vanguard I/T Invest GRD-Adm | Add +7.8% | 0.23% | +0.01 |
| ANSS Ansys Inc. | Add +1.7% | 0.15% | +0.01 |
| VCADX Vanguard Ca Int TRM T/F-Adm | Add +45.1% | 0.04% | +0.01 |
| FGTXX Gldmn SCHS Fin SQ GV-FST | Add +7.1% | 0.30% | +0.01 |
| COFYX Columbia Contrarian Core-I3 | New | 0.01% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +7.1% | 0.08% | +0.01 |
| BRCYX Invesco Bal RSK Comm STR-Y | New | 0.01% | +0.01 |
| VCMDX Vanguard Commodity Strat-Adm | New | 0.01% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +9.1% | 0.04% | +0.01 |
| HUBB Hubbell Inc. | New | 0.01% | +0.01 |
| HCA HCA Healthcare Inc. | New | 0.01% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +0.4% | 0.20% | +0.01 |
| IWS iShares Russell Mid-Cap Valu | Add +1.7% | 0.19% | +0.01 |
| ROGERS MARKETS INC | Add +69.5% | 0.02% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +3.1% | 0.18% | +0.01 |
| TSLA Tesla Inc. | Add +1.3% | 0.03% | +0.01 |
| VWSUX Vangrd Ultra SH TM TX Ex-Adm | Add +7.4% | 0.11% | +0.00 |
| JFIIX JH Floating Rate Income-I | New | 0.00% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +5.4% | 0.03% | +0.00 |
| RICHARD G HALSTEAD 4.77 DUE 12 | New | 0.00% | +0.00 |
| FUMBX Fidelty SHRT TRM TRSR BD | Add +9.4% | 0.05% | +0.00 |
| VBIAX Vanguard Balanced Index-Adm | Add +10.6% | 0.02% | +0.00 |
| PRBLX Parnassus Core Equity-Inv | Add +1.1% | 0.03% | +0.00 |
| PXINX Impax Intl Sustain Econ-Inv | Add +12.0% | 0.01% | +0.00 |
| SPGI S&P Global Inc. | Add +0.1% | 0.28% | +0.00 |
| VTMSX Vanguard Tax-MGD SM Cap-Adm | Add +0.3% | 0.11% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +5.7% | 0.01% | +0.00 |
| FMB CK A/C #1484931 | Add +39.2% | 0.00% | +0.00 |
Notes & Other Activity Q1 2025 → Q2 2025
| TRUIST FINANCIAL CORP (TFC 5.25 PERP O) | PFD | Sold out | 21,420 | $456Kbefore exit |
| JPMORGAN CHASE & CO (JPM 4.625 PERP LL) | Common Stock | Sold out | 12,160 | $244Kbefore exit |
| FLAGSTAR BK NATL ASSN CD 5.150 | Cash Equivalents · principal | Sold out | 230,000 | $230Kbefore exit |
| PUBLIC STORAGE (PSA 4.625 PERP L) | COM | Sold out | 11,000 | $209Kbefore 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 |