First National Corp. /Ma/

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 8, 2025), First National Corp. /Ma/ reported 163 stock positions worth $496.0 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 6.4% of the portfolio, followed by Wisdomtree Floating Rate Tre (USFR, 5.1%) and Schwab US Broad Market ETF (SCHB, 4.7%). Compared with Q1 2025, it opened 6 new positions, sold out of 3, added to 71 and reduced 52. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +1673%) and the biggest sale Proshares Short S&P500 (SH, shares −25%).

Most Recent 13F
Q3 2025
Location
ROCKLAND, MA
CIK
0000816192
Portfolio Value
$496.0M (Q2 2025)
SEC Filing
0001951757-25-000583 ↗ filed Jul 8, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $406.8M Q1 2024 Q2 2024: $419.9M Q2 2024 Q3 2024: $449.6M Q3 2024 Q4 2024: $441.7M Q4 2024 Q1 2025: $452.9M Q1 2025 Q2 2025: $496.0M $496.0M Q2 2025 Q3 2025: $527.5M Q3 2025

Holdings 163 stocks · $496.0M
SPY SS SPDR S&P 500 ETF Trust-US 6.42% 51,514 $31.8M Add +1.3%
USFR Wisdomtree Floating Rate Tre 5.07% 499,748 $25.1M Add +51.3%
SCHB Schwab US Broad Market ETF 4.71% 979,600 $23.3M Reduce -0.8%
GLD SPDR Gold Shares 3.72% 60,584 $18.5M Reduce -24.0%
SCHX Schwab US Large-Cap ETF 3.57% 724,705 $17.7M Reduce -0.1%
SCHD Schwab US DVD Equity ETF 3.15% 590,568 $15.7M Reduce -0.8%
SCHM Schwab US Mid Cap ETF 3.14% 554,828 $15.6M Add +4.5%
SCHA Schwab US Small-Cap ETF 2.94% 575,874 $14.6M Add +5.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.81% 49,865 $14.0M Add +5.2%
AGG iShares Core U.S. Aggregate 2.76% 138,078 $13.7M Add +1672.7%
AAPL Apple Inc. 2.57% 62,160 $12.8M Reduce -7.3%
SH Proshares Short S&P500 2.48% 309,613 $12.3M Reduce -25.1%
VB Vanguard Most SM-Cap ETF-Usd 2.46% 51,548 $12.2M Add +6.6%
IMTB iShares Core 5-10 Year Usd 2.28% 259,691 $11.3M New
QQQ Invesco QQQ Trust Series 1 2.10% 18,851 $10.4M Add +11.4%
QLD Proshares Ultra QQQ 1.87% 78,869 $9.3M Add +9.2%
LDUR PIMCO Enhanced Low Duration 1.81% 93,703 $9.0M Add +5.7%
BOND PIMCO Active Bond Exchange-T 1.81% 97,409 $9.0M Add +11.3%
DFAI Dimensional International Co. 1.79% 256,988 $8.9M Reduce -7.5%
SDY SS SPDR S&P Dividend ETF 1.73% 63,115 $8.6M Reduce -0.3%
TLT iShares 20+ Year Treasury BD 1.71% 96,221 $8.5M Reduce -40.7%
SCHF Schwab Intl Equity ETF 1.56% 350,874 $7.8M Reduce -0.8%
DGRO iShares Core Dividend Growth 1.47% 113,715 $7.3M Add +6.8%
VNQ Vanguard Real Estate ETF 1.31% 72,920 $6.5M Add +1.9%
TBT Proshares Ultrashort 20+Y TR 1.26% 177,954 $6.2M Reduce -7.5%
GSIE Goldman Sachs Activebeta Int 1.15% 143,385 $5.7M Add +1.9%
KBWP Invesco KBW Property & Casua 1.05% 42,295 $5.2M Add +50.2%
VEA Vanguard Ftse Developed ETF 0.99% 86,508 $4.9M Add +0.5%
MSFT Microsoft Corp. 0.84% 8,345 $4.2M Add +12.7%
VPU Vanguard Utilities ETF 0.83% 23,419 $4.1M Reduce -47.9%
VOO Vanguard S&P 500 ETF 0.81% 7,052 $4.0M Add +2.9%
ITA iShares U.S. Aerospace & Def 0.78% 20,379 $3.8M Add +68.6%
AMZN Amazon.com Inc. 0.73% 16,615 $3.6M Add +3.7%
COST Costco Wholesale Corp. 0.73% 3,644 $3.6M Add +0.3%
IVV iShares Core S&P 500 ETF 0.71% 5,704 $3.5M Reduce -1.2%
XCEM Columbia Em Core Ex-China 0.68% 98,857 $3.4M Add +3.0%
SOXX iShares Semiconductor ETF 0.65% 13,586 $3.2M Reduce -19.6%
LLY Eli Lilly & Co. 0.64% 4,045 $3.2M Add +0.7%
SSO Proshares Ultra S&P500 0.63% 32,132 $3.1M No change
GOOGL Alphabet Inc. Class A 0.61% 17,303 $3.0M Reduce -0.6%
BRK.A Berkshire Hathaway Inc. Class A 0.59% 4 $2.9M No change
VRP Invesco Variable Rate Prefer 0.56% 114,306 $2.8M Add +10.4%
CWB SS SPDR BB Conv Sec ETF 0.50% 30,183 $2.5M Add +0.7%
NVDA Nvidia Corp. 0.49% 15,354 $2.4M Reduce -4.3%
FNDX Schwab Fndmntl US LRG Co. ETF 0.47% 95,658 $2.3M Add +3.5%
EFA iShares MSCI Eafe ETF 0.47% 26,029 $2.3M No change
FLRN SS SPDR BB Ig Float RT ETF 0.45% 73,122 $2.3M Add +0.8%
BNDX Vanguard Total Intl Bond ETF 0.45% 45,337 $2.2M Add +0.4%
ICF iShares Select U.S. REIT ETF 0.43% 34,675 $2.1M Add +5.7%
FNDB Schwab Fndmntl US BRD Mr ETF 0.41% 85,225 $2.0M No change
SCHP Schwab U.S. Tips ETF 0.40% 74,812 $2.0M Add +8.7%
IJH iShares Core S&P Midcap ETF 0.40% 32,033 $2.0M Add +6.6%
TFI SS SPDR N Ice Muni Bond ETF 0.40% 44,291 $2.0M Add +0.2%
HTO H2O America 0.39% 36,913 $1.9M Reduce -8.6%
IJR iShares Core S&P Small-Cap E 0.38% 17,354 $1.9M Add +8.9%
VTV Vanguard Mrngstr Val ETF-Aui 0.37% 10,426 $1.8M Add +5.3%
AWR American States Water Co. filed as AMER STATES WTR CO 0.37% 23,746 $1.8M Reduce -22.2%
AWK American Water Works Co. Inc. 0.36% 12,931 $1.8M Reduce -21.5%
WTRG Essential Utilities Inc. 0.36% 47,548 $1.8M Reduce -22.2%
CWT California Water Service Grp 0.35% 38,366 $1.7M Reduce -21.9%
GOOG Alphabet Inc. Class C 0.35% 9,716 $1.7M Add +0.0%
FREL Fidelity MSCI RL Est Indx 0.34% 61,836 $1.7M Reduce -0.7%
LEG Leggett & Platt Inc. 0.32% 178,005 $1.6M No change
ABT Abbott Laboratories 0.31% 11,272 $1.5M Add +0.0%
HDV iShares Core High Dividend E 0.30% 12,816 $1.5M Add +2.1%
JNJ Johnson & Johnson 0.30% 9,786 $1.5M Add +1.5%
VTI VG Morningstar TS MKT ETF-US 0.30% 4,880 $1.5M Add +23.0%
IEFA iShares Core MSCI Eafe ETF 0.29% 17,467 $1.5M Add +0.6%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.28% 42,271 $1.4M No change
V Visa Inc. Class A 0.28% 3,927 $1.4M No change
META Meta Platforms Inc. Class A 0.28% 1,853 $1.4M No change
CORP PIMCO Inv Grade Corp. BD ETF 0.27% 13,517 $1.3M Reduce -4.7%
JPM JPMorgan Chase & Co. 0.26% 4,405 $1.3M Reduce -0.6%
SPGI S&P Global Inc. 0.25% 2,324 $1.2M Reduce -0.0%
DUK Duke Energy Corp. 0.24% 10,287 $1.2M Reduce -3.9%
SPYX SS SPDR S&P 500 Foss FL ETF 0.24% 22,986 $1.2M Add +3.5%
GME Gamestop Corp. Class A 0.23% 46,629 $1.1M Add +51.1%
VWO Vanguard Ftse Emerging Marke 0.22% 22,170 $1.1M No change
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.22% 40,400 $1.1M Reduce -28.3%
XOM Exxon Mobil Corp. 0.21% 9,866 $1.1M Add +8.5%
ESGV Vanguard ESG US Stock ETF 0.21% 9,694 $1.1M Add +1.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.21% 3,529 $1.0M Add +11.1%
IWV iShares Russell 3000 ETF 0.21% 2,902 $1.0M No change
PG The Procter & Gamble Co. 0.19% 5,769 $919K Add +1.2%
ABBV Abbvie Inc. 0.18% 4,900 $910K Add +0.1%
HD Home Depot Inc. 0.17% 2,247 $824K Reduce -0.5%
CSW CSW Industrials Inc. 0.16% 2,847 $817K No change
SO The Southern Co. 0.16% 8,704 $799K No change
MRK Merck & Co. Inc. 0.15% 9,621 $762K Reduce -2.6%
KEX Kirby Corp. 0.14% 6,242 $708K No change
TSLA Tesla Inc. 0.14% 2,194 $697K Add +8.1%
IVW iShares S&P 500 Growth ETF 0.14% 6,234 $686K Reduce -10.2%
VZ Verizon Communications Inc. 0.13% 15,101 $653K Add +57.3%
EFAX State Street SPDR MSCI Eafe 0.13% 13,780 $653K Add +1.6%
DFIV Dimensional International Va 0.13% 14,767 $632K Add +16.8%
GD General Dynamics Corp. 0.12% 2,093 $610K Add +0.1%
TIP iShares Tips Bond ETF 0.12% 5,380 $592K Add +5.2%
KO The Coca-Cola Co. 0.12% 8,360 $591K Add +2.5%
IWM iShares Russell 2000 ETF 0.11% 2,582 $557K Reduce -47.7%
AMGN Amgen Inc. 0.11% 1,969 $550K Reduce -0.7%
USSG Xtrackers MSCI USA Sele Eqty 0.11% 9,602 $546K No change
CAT Caterpillar Inc. 0.11% 1,394 $541K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.10% 1,187 $520K Reduce -31.3%
SPIP SS SPDR P Tips ETF 0.10% 19,735 $514K No change
VEU Vanguard Ftse All-World Ex-U 0.10% 7,575 $509K Add +1.1%
TRV The Travelers Cos Inc. 0.10% 1,889 $505K No change
VT Vanguard Tot World STK ETF 0.10% 3,923 $504K No change
FNDC Schwab Fndmnt Intl SM Eq ETF 0.10% 11,927 $502K No change
CSCO Cisco Systems Inc. 0.10% 7,163 $497K Add +1.4%
CVX Chevron Corp. 0.10% 3,372 $483K No change
TXN Texas Instruments Inc. 0.10% 2,302 $478K Reduce -11.9%
ORCL Oracle Corp. 0.09% 2,124 $464K No change
QCOM Qualcomm Inc. 0.09% 2,856 $455K Add +12.4%
T AT&T Inc. 0.09% 15,194 $440K Add +6.8%
NEE Nextera Energy Inc. 0.09% 6,197 $430K Reduce -3.7%
IBDR iShares Ibonds Dec 2026 Term 0.09% 17,562 $426K No change
GNMA iShares Gnma Bond ETF 0.09% 9,679 $425K No change
AXP American Express Co. 0.09% 1,328 $424K Reduce -8.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 3,404 $422K Reduce -6.1%
AFL Aflac Inc. 0.09% 4,000 $422K No change
VLO Valero Energy Corp. 0.08% 3,134 $421K Reduce -6.2%
VTEB Vanguard Tax-Exempt Bond ETF 0.08% 8,559 $420K Add +0.3%
PAYX Paychex Inc. 0.08% 2,807 $408K Reduce -17.6%
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.08% 1,000 $404K Add +11.1%
AVGO Broadcom Inc. 0.08% 1,436 $396K Add +1.1%
FLOT iShares Floating Rate Bond E 0.08% 7,751 $395K Add +9.2%
RTX RTX Corp. 0.07% 2,518 $368K Add +0.1%
CL Colgate-Palmolive Co. 0.07% 3,893 $354K Reduce -3.7%
KMB Kimberly-Clark Corp. 0.07% 2,722 $351K Add +0.0%
VIG Vanguard Dividend Apprec ETF 0.07% 1,696 $347K Reduce -8.0%
GE General Electric filed as GE AEROSPACE 0.07% 1,312 $338K Add +27.6%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 0.07% 12,443 $338K Reduce -33.4%
PLTR Palantir Technologies Inc. Class A 0.07% 2,467 $336K New
XLE SS Energy Select Sector 0.07% 3,926 $333K Reduce -21.3%
NUSC Nuveen ESG Small-Cap ETF 0.07% 8,042 $328K Add +6.1%
DE Deere & Co. 0.06% 620 $316K Reduce -1.9%
SCHZ Schwab US Aggregate Bond ETF 0.06% 13,497 $314K Add +2.0%
HON Honeywell International Inc. 0.06% 1,327 $309K Add +0.1%
WMT Walmart Inc. 0.06% 3,148 $308K Reduce -3.6%
MCD McDonald's Corp. 0.06% 1,050 $307K Add +0.3%
LMT Lockheed Martin Corp. 0.06% 661 $306K Reduce -7.0%
SPYG SS SPDR P S&P 500 Growth ETF 0.06% 3,119 $297K No change
TT Trane Technologies PLC 0.06% 672 $294K No change
CAC Camden National Corp. 0.06% 7,039 $286K No change
UNP Union Pacific Corp. 0.06% 1,230 $283K Reduce -28.4%
EMR Emerson Electric Co. 0.06% 2,122 $283K Reduce -4.2%
PGR Progressive Corp. 0.06% 1,042 $278K Reduce -2.3%
WM Waste Management Inc. 0.06% 1,206 $276K No change
IFLN Invesco Bloomberg Enhanced F 0.06% 14,945 $276K No change
XJH Ishare ESG SS S&P Midcap ETF 0.05% 6,475 $269K Add +5.2%
BGRN iShares Usd Green Bond ETF 0.05% 5,604 $267K Add +3.1%
VGT Vanguard Info Tech ETF 0.05% 395 $262K No change
FWONK Liberty Media Corp. Class C 0.05% 2,500 $261K No change
SHOP Shopify Inc. Class A 0.05% 2,230 $257K No change
BLK BlackRock Inc. 0.05% 233 $244K Reduce -0.4%
BA The Boeing Co. 0.05% 1,150 $241K Reduce -7.6%
C Citigroup Inc. 0.05% 2,736 $233K Reduce -6.4%
MS Morgan Stanley 0.05% 1,648 $232K New
GILD Gilead Sciences Inc. 0.05% 2,016 $224K No change
IGOV iShares International Treasu 0.04% 5,138 $221K No change
XLF SS Financial Select Sector 0.04% 3,886 $203K New
VOOV Vanguard S&P 500 Value ETF 0.04% 1,074 $203K New
ECL Ecolab Inc. 0.04% 750 $202K New

Portfolio Sells Q1 2025 → Q2 2025
SH Proshares Short S&P500 Reduce -25.1% 2.48% −1.59
TLT iShares 20+ Year Treasury BD Reduce -40.7% 1.71% −1.55
GLD SPDR Gold Shares Reduce -24.0% 3.72% −1.35
VPU Vanguard Utilities ETF Reduce -47.9% 0.83% −0.86
AAPL Apple Inc. Reduce -7.3% 2.57% −0.72
SCHD Schwab US DVD Equity ETF Reduce -0.8% 3.15% −0.52
WTRG Essential Utilities Inc. Reduce -22.2% 0.36% −0.18
AWK American Water Works Co. Inc. Reduce -21.5% 0.36% −0.17
CWT California Water Service Grp Reduce -21.9% 0.35% −0.17
TBT Proshares Ultrashort 20+Y TR Reduce -7.5% 1.26% −0.17
SDY SS SPDR S&P Dividend ETF Reduce -0.3% 1.73% −0.17
AWR American States Water Co. Reduce -22.2% 0.37% −0.16
DFAI Dimensional International Co. Reduce -7.5% 1.79% −0.12
SPTL SS SPDR PF LNG TRM TSY E-Usd Reduce -28.3% 0.22% −0.12
IWM iShares Russell 2000 ETF Reduce -47.7% 0.11% −0.11
HTO H2O America Reduce -8.6% 0.39% −0.10
PFF iShares Preferred & Income S Sold out 0.00% −0.06
SOXX iShares Semiconductor ETF Reduce -19.6% 0.65% −0.05
PFE Pfizer Inc. Sold out 0.00% −0.05
DUK Duke Energy Corp. Reduce -3.9% 0.24% −0.04
MRK Merck & Co. Inc. Reduce -2.6% 0.15% −0.04
FREL Fidelity MSCI RL Est Indx Reduce -0.7% 0.34% −0.04
CORP PIMCO Inv Grade Corp. BD ETF Reduce -4.7% 0.27% −0.04
VUG Vanguard Mrngstar GR ETF-Sui Reduce -31.3% 0.10% −0.04
XLE SS Energy Select Sector Reduce -21.3% 0.07% −0.04
PAYX Paychex Inc. Reduce -17.6% 0.08% −0.03
CGXU Cap Group Intl Focus Reduce -33.4% 0.07% −0.03
UNP Union Pacific Corp. Reduce -28.4% 0.06% −0.03
AMGN Amgen Inc. Reduce -0.7% 0.11% −0.03
HD Home Depot Inc. Reduce -0.5% 0.17% −0.02
NEE Nextera Energy Inc. Reduce -3.7% 0.09% −0.01
SPGI S&P Global Inc. Reduce -0.0% 0.25% −0.01
VLO Valero Energy Corp. Reduce -6.2% 0.08% −0.01
CL Colgate-Palmolive Co. Reduce -3.7% 0.07% −0.01
PGR Progressive Corp. Reduce -2.3% 0.06% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -8.0% 0.07% −0.01
LMT Lockheed Martin Corp. Reduce -7.0% 0.06% −0.01
TXN Texas Instruments Inc. Reduce -11.9% 0.10% −0.01
LCID Lucid Group Inc. Sold out 0.00% −0.01
IVW iShares S&P 500 Growth ETF Reduce -10.2% 0.14% −0.00
DE Deere & Co. Reduce -1.9% 0.06% −0.00
IVV iShares Core S&P 500 ETF Reduce -1.2% 0.71% −0.00
WMT Walmart Inc. Reduce -3.6% 0.06% −0.00
AXP American Express Co. Reduce -8.8% 0.09% −0.00
BLK BlackRock Inc. Reduce -0.4% 0.05% +0.00
C Citigroup Inc. Reduce -6.4% 0.05% +0.00
BA The Boeing Co. Reduce -7.6% 0.05% +0.00
EMR Emerson Electric Co. Reduce -4.2% 0.06% +0.00
DIS The Walt Disney Co. Reduce -6.1% 0.09% +0.01
SCHB Schwab US Broad Market ETF Reduce -0.8% 4.71% +0.01

Portfolio Buys Q1 2025 → Q2 2025
AGG iShares Core U.S. Aggregate Add +1672.7% 2.76% +2.59
IMTB iShares Core 5-10 Year Usd New 2.28% +2.28
USFR Wisdomtree Floating Rate Tre Add +51.3% 5.07% +1.40
QLD Proshares Ultra QQQ Add +9.2% 1.87% +0.45
ITA iShares U.S. Aerospace & Def Add +68.6% 0.78% +0.37
QQQ Invesco QQQ Trust Series 1 Add +11.4% 2.10% +0.35
KBWP Invesco KBW Property & Casua Add +50.2% 1.05% +0.27
MSFT Microsoft Corp. Add +12.7% 0.84% +0.22
SPY SS SPDR S&P 500 ETF Trust-US Add +1.3% 6.42% +0.13
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +5.2% 2.81% +0.11
SCHA Schwab US Small-Cap ETF Add +5.1% 2.94% +0.10
VB Vanguard Most SM-Cap ETF-Usd Add +6.6% 2.46% +0.10
GME Gamestop Corp. Class A Add +51.1% 0.23% +0.08
PLTR Palantir Technologies Inc. Class A New 0.07% +0.07
SCHM Schwab US Mid Cap ETF Add +4.5% 3.14% +0.07
AMZN Amazon.com Inc. Add +3.7% 0.73% +0.06
VTI VG Morningstar TS MKT ETF-US Add +23.0% 0.30% +0.06
XCEM Columbia Em Core Ex-China Add +3.0% 0.68% +0.06
MS Morgan Stanley New 0.05% +0.05
XLF SS Financial Select Sector New 0.04% +0.04
VOOV Vanguard S&P 500 Value ETF New 0.04% +0.04
ECL Ecolab Inc. New 0.04% +0.04
GSIE Goldman Sachs Activebeta Int Add +1.9% 1.15% +0.04
VZ Verizon Communications Inc. Add +57.3% 0.13% +0.04
IBM Intl Business Machines Corp. Add +11.1% 0.21% +0.04
VOO Vanguard S&P 500 ETF Add +2.9% 0.81% +0.03
VEA Vanguard Ftse Developed ETF Add +0.5% 0.99% +0.03
AVGO Broadcom Inc. Add +1.1% 0.08% +0.03
TSLA Tesla Inc. Add +8.1% 0.14% +0.02
MSTR Strategy Inc. Add +11.1% 0.08% +0.02
BOND PIMCO Active Bond Exchange-T Add +11.3% 1.81% +0.02
GE General Electric Add +27.6% 0.07% +0.02
DFIV Dimensional International Va Add +16.8% 0.13% +0.02
IJR iShares Core S&P Small-Cap E Add +8.9% 0.38% +0.01
DGRO iShares Core Dividend Growth Add +6.8% 1.47% +0.01
IJH iShares Core S&P Midcap ETF Add +6.6% 0.40% +0.01
GOOG Alphabet Inc. Class C Add +0.0% 0.35% +0.01
SPYX SS SPDR S&P 500 Foss FL ETF Add +3.5% 0.24% +0.01
VRP Invesco Variable Rate Prefer Add +10.4% 0.56% +0.01
ESGV Vanguard ESG US Stock ETF Add +1.9% 0.21% +0.01
QCOM Qualcomm Inc. Add +12.4% 0.09% +0.01
CSCO Cisco Systems Inc. Add +1.4% 0.10% +0.00
IEFA iShares Core MSCI Eafe ETF Add +0.6% 0.29% +0.00
EFAX State Street SPDR MSCI Eafe Add +1.6% 0.13% +0.00
VEU Vanguard Ftse All-World Ex-U Add +1.1% 0.10% +0.00
NUSC Nuveen ESG Small-Cap ETF Add +6.1% 0.07% +0.00
XJH Ishare ESG SS S&P Midcap ETF Add +5.2% 0.05% +0.00
RTX RTX Corp. Add +0.1% 0.07% +0.00
HON Honeywell International Inc. Add +0.1% 0.06% +0.00
T AT&T Inc. Add +6.8% 0.09% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 174$527.5MSPY, USFR, SCHB, GLD, SCHX
Q2 2025 163$496.0MSPY, USFR, SCHB, GLD, SCHX
Q1 2025 160$452.9MSPY, GLD, SCHB, SH, SCHD
Q4 2024 153$441.7MSPY, SCHB, GLD, SH, AAPL
Q3 2024 145$449.6MSPY, GLD, SCHB, PROSHARES SHORT S&P500, USFR
Q2 2024 155$419.9MSPY, SCHB, USFR, SCHX, AAPL
Q1 2024 154$406.8MSCHB, SPY, USFR, AAPL, SCHD