Granite FO LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed September 5, 2024), Granite FO LLC reported 202 stock positions worth $170.2 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 18.2% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 15.0%) and Berkshire Hathaway Class A (BRK.A, 14.3%). Compared with Q4 2023, it opened 70 new positions, sold out of 27, added to 25 and reduced 28. The biggest buy was Golub Capital BDC (GBDC, shares +208%) and the biggest sale Vanguard Ftse Europe ETF (VGK, shares −93%).

Most Recent 13F
Q3 2026
Location
GILFORD, NH
CIK
0002034090
Portfolio Value
$170.2M (Q1 2024)
SEC Filing
0001420506-24-002045 ↗ filed Sep 5, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $170.2M $170.2M Q1 2024 Q2 2024: $156.5M Q2 2024 Q3 2024: $176.7M Q3 2024 Q4 2024: $175.0M Q4 2024 Q1 2025: $176.0M Q1 2025 Q2 2025: $176.5M Q2 2025 Q3 2025: $184.1M Q3 2025 Q4 2025: $187.5M Q4 2025 Q1 2026: $169.0M Q1 2026 Q2 2026: $189.1M Q2 2026 Q3 2026: $186.2M Q3 2026

Holdings 202 stocks · $170.2M
SPY SS SPDR S&P 500 ETF Trust-US 18.24% 55,584 $31.0M Reduce -0.0%
VIG Vanguard Dividend Apprec ETF 15.05% 132,312 $25.6M Reduce -4.0%
BRK.A Berkshire Hathaway Inc. Class A 14.32% 35 $24.4M No change
VYM Vanguard High DVD Yield ETF 5.82% 78,734 $9.9M Reduce -10.0%
BRK.B Berkshire Hathaway Inc. Class B 5.54% 20,280 $9.4M No change
GBDC Golub Capital BDC Inc. 5.20% 590,805 $8.9M Add +207.6%
MDY State Street SPDR S&P Midcap 4.84% 14,731 $8.2M Add +49.8%
OWL Blue Owl Capital Inc. 2.41% 238,656 $4.1M Add +9.1%
DVY iShares Select Dividend ETF 2.28% 29,337 $3.9M Reduce -6.0%
ARCC Ares Capital Corp. 2.18% 176,965 $3.7M Reduce -25.6%
AMZN Amazon.com Inc. 1.84% 18,289 $3.1M Add +0.2%
IJR iShares Core S&P Small-Cap E 1.56% 22,995 $2.7M Add +172.4%
AAPL Apple Inc. 1.23% 9,219 $2.1M No change
VOE Vngrd Mrngstr MD-Cap Val ETF 1.19% 12,460 $2.0M No change
USMV iShares MSCI USA Min Vol Fac 1.15% 21,735 $2.0M Reduce -1.1%
IVV iShares Core S&P 500 ETF 1.13% 3,413 $1.9M No change
ACWV iShares MSCI Global Min Vol 1.12% 16,863 $1.9M Reduce -2.6%
MSFT Microsoft Corp. 0.93% 3,846 $1.6M Add +0.7%
OBDC Blue Owl Capital Corp. 0.71% 79,800 $1.2M No change
LLY Eli Lilly & Co. 0.70% 1,250 $1.2M No change
VOO Vanguard S&P 500 ETF 0.69% 2,287 $1.2M Reduce -11.6%
XLF SS Financial Select Sector 0.68% 25,920 $1.2M No change
ARES Ares Management Corp. Class A 0.66% 7,705 $1.1M No change
REGN Regeneron Pharmaceuticals 0.60% 853 $1.0M Add +0.3%
GOOG Alphabet Inc. Class C 0.52% 5,423 $892K Add +0.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.43% 3,714 $729K Reduce -0.0%
XLE SS Energy Select Sector 0.40% 7,616 $684K Reduce -24.4%
GLD SPDR Gold Shares 0.38% 2,800 $649K No change
IYH iShares U.S. Healthcare ETF 0.38% 9,767 $642K No change
PFE Pfizer Inc. 0.38% 22,327 $642K Add +99.8%
WMT Walmart Inc. 0.37% 8,289 $631K No change
VGK Vanguard Ftse Europe ETF 0.32% 7,810 $551K Reduce -92.8%
IWS iShares Russell Mid-Cap Valu 0.31% 4,043 $521K No change
JPM JPMorgan Chase & Co. 0.29% 2,238 $495K Reduce -0.1%
GOOGL Alphabet Inc. Class A 0.27% 2,796 $455K Add +0.9%
JNJ Johnson & Johnson 0.25% 2,582 $423K Reduce -14.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.23% 1,028 $383K No change
PG The Procter & Gamble Co. 0.22% 2,264 $383K Add +0.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.21% 1,385 $353K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.21% 855 $352K No change
CWB SS SPDR BB Conv Sec ETF 0.20% 4,556 $336K No change
XOM Exxon Mobil Corp. 0.18% 2,578 $300K Reduce -10.4%
VNQ Vanguard Real Estate ETF 0.16% 2,924 $276K No change
MRSH Marsh & McLennan Cos 0.16% 1,200 $271K No change
HD Home Depot Inc. 0.16% 724 $270K No change
KKR KKR & Co. Inc. 0.14% 2,000 $243K No change
XBI SS SPDR S&P Biotech ETF 0.14% 2,400 $241K Add +242.9%
UPS United Parcel Service Class B 0.14% 1,887 $240K Add +2069.0%
CAT Caterpillar Inc. 0.14% 685 $239K No change
PM Philip Morris International 0.12% 1,700 $208K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.12% 1,187 $203K No change
BSV Vanguard Short-Term Bond ETF 0.12% 2,581 $202K Add +2.5%
IWV iShares Russell 3000 ETF 0.11% 612 $195K No change
BSX Boston Scientific Corp. 0.11% 2,400 $191K No change
UBSI United Bankshares Inc. 0.10% 4,619 $178K No change
IAU iShares Gold Trust 0.10% 3,565 $169K No change
IWD iShares Russell 1000 Value E 0.10% 899 $167K Add +0.5%
WM Waste Management Inc. 0.09% 770 $161K No change
MRK Merck & Co. Inc. 0.09% 1,320 $155K Reduce -44.0%
BA The Boeing Co. 0.09% 884 $151K Reduce -31.7%
ACWI iShares MSCI Acwi ETF 0.09% 1,295 $150K No change
LPX Louisiana-Pacific Corp. 0.09% 1,500 $145K No change
BMY Bristol-Myers Squibb Co. 0.07% 2,596 $127K No change
CVS CVS Health Corp. 0.07% 2,120 $121K No change
JOE The St Joe Co. 0.07% 2,000 $117K No change
RPM RPM International Inc. 0.07% 1,023 $116K Add +2.3%
APO Apollo Global Management Inc. 0.06% 950 $108K No change
CMCSA Comcast Corp. Class A 0.06% 2,665 $106K No change
QCOM Qualcomm Inc. 0.06% 600 $103K Add +5.8%
INTC Intel Corp. 0.06% 5,253 $103K Reduce -13.3%
AGG iShares Core U.S. Aggregate 0.05% 881 $89K Add +2.2%
EIX Edison International 0.05% 1,000 $85K Reduce -33.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 428 $85K No change
CP Canadian Pacific Kansas City 0.05% 1,000 $83K No change
SHY iShares 1-3 Year Treasury Bo 0.05% 994 $82K Add +229.1%
NVO Novo-Nordisk A/S-Spons ADR 0.05% 590 $79K Reduce -43.3%
KTOS Kratos Defense & Security 0.05% 3,500 $79K No change
BABA Alibaba Group Holding-SP ADR 0.05% 976 $78K Add +225.3%
UBER Uber Technologies Inc. 0.04% 1,055 $76K Reduce -10.2%
MET Metlife Inc. 0.04% 1,000 $76K No change
VB Vanguard Most SM-Cap ETF-Usd 0.04% 328 $76K No change
DXJ Wisdomtree Japan Hedged Eq 0.04% 700 $74K No change
CB Chubb Ltd. 0.04% 260 $72K Reduce -18.8%
GE General Electric 0.04% 421 $72K No change
GVI iShares Intermediate Governm 0.04% 675 $72K No change
MO Altria Group Inc. 0.04% 1,302 $69K No change
DBC Invesco DB Commodity Index T 0.04% 3,053 $68K No change
ES Eversource Energy 0.04% 1,000 $67K No change
XLI SS Industrial Select Sector 0.04% 500 $65K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.04% 243 $62K No change
RXST Rxsight Inc. 0.03% 1,078 $59K New
CVX Chevron Corp. 0.03% 400 $58K Reduce -55.6%
F Ford Motor Co. filed as FORD MTR CO DEL 0.03% 5,000 $55K No change
ABT Abbott Laboratories 0.03% 425 $48K Reduce -70.2%
NVDA Nvidia Corp. 0.03% 350 $44K Add +1300.0%
EMR Emerson Electric Co. 0.02% 337 $35K Reduce -47.1%
TKO Tko Group Holdings Inc. 0.02% 293 $34K No change
HAL Halliburton Co. 0.02% 1,000 $31K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.02% 772 $31K No change
IYR iShares US Real Estate ETF 0.02% 300 $30K No change
AIG American International Group 0.02% 385 $29K Add +10.0%
PCG P G & E Corp. 0.02% 1,500 $28K No change
AXP American Express Co. 0.02% 104 $27K No change
CRM Salesforce Inc. 0.02% 103 $27K Add +15.7%
CRH CRH PLC 0.02% 300 $26K New
IWM iShares Russell 2000 ETF 0.01% 117 $25K No change
SLV iShares Silver Trust 0.01% 950 $25K No change
EFA iShares MSCI Eafe ETF 0.01% 252 $21K No change
ALTI Alti Global Inc. 0.01% 5,000 $21K New
GEV GE Vernova Inc. 0.01% 104 $19K New
KMB Kimberly-Clark Corp. 0.01% 126 $18K Reduce -75.8%
BLK BlackRock Finance Inc. 0.01% 20 $18K No change
KO The Coca-Cola Co. 0.01% 237 $17K Add +22.8%
BNDX Vanguard Total Intl Bond ETF 0.01% 322 $16K New
IEI iShares 3-7 Year Treasury Bo 0.01% 133 $16K No change
HON Honeywell International Inc. 0.01% 63 $13K Add +23.5%
META Meta Platforms Inc. Class A 0.01% 18 $9K New
BDX Becton Dickinson and Co. 0.00% 34 $8K No change
ZTS Zoetis Inc. 0.00% 44 $8K No change
BAX Baxter International Inc. 0.00% 211 $8K No change
TSLA Tesla Inc. 0.00% 37 $8K New
NFLX Netflix Inc. 0.00% 10 $7K New
ADSK Autodesk Inc. 0.00% 25 $6K New
V Visa Inc. Class A 0.00% 23 $6K New
T AT&T Inc. 0.00% 312 $6K No change
WFC Wells Fargo & Co. 0.00% 108 $6K No change
EEM iShares MSCI Emerging Market 0.00% 138 $6K No change
ORCL Oracle Corp. 0.00% 42 $6K New
LMT Lockheed Martin Corp. 0.00% 10 $6K No change
DUK Duke Energy Corp. 0.00% 50 $6K No change
XLRE SS Real Estate Select Sector 0.00% 125 $5K No change
OTIS Otis Worldwide Corp. 0.00% 57 $5K No change
PH Parker Hannifin Corp. 0.00% 9 $5K New
ABBV Abbvie Inc. 0.00% 27 $5K No change
LEN Lennar Corp. Class A 0.00% 25 $5K New
AMP Ameriprise Financial Inc. 0.00% 9 $4K New
ADBE Adobe Inc. 0.00% 7 $4K New
VRTX Vertex Pharmaceuticals Inc. 0.00% 8 $4K New
VWOB Vanguard Emerg MKTS Gov BND 0.00% 58 $4K No change
RTX RTX Corp. 0.00% 31 $4K No change
CTVA Corteva Inc. 0.00% 66 $4K New
BND Vanguard Total Bond Market 0.00% 49 $4K New
AMGN Amgen Inc. 0.00% 10 $3K New
VZ Verizon Communications Inc. 0.00% 77 $3K Reduce -94.4%
COF Capital One Financial Corp. 0.00% 22 $3K New
ANSS Ansys Inc. 0.00% 10 $3K New
XYL Xylem Inc. 0.00% 23 $3K New
MCHP Microchip Technology Inc. 0.00% 39 $3K New
SONY Sony Group Corp. - SP ADR 0.00% 32 $3K New
MLM Martin Marietta Materials 0.00% 6 $3K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.00% 34 $3K New
ALC Alcon Inc. filed as ALCON AG 0.00% 31 $3K New
ECL Ecolab Inc. 0.00% 12 $3K New
ATO Atmos Energy Corp. 0.00% 23 $3K New
USB US Bancorp 0.00% 64 $3K New
DHR Danaher Corp. 0.00% 11 $3K New
TTE Totalenergies SE -Spon ADR 0.00% 39 $3K New
GD General Dynamics Corp. 0.00% 9 $3K New
MNST Monster Beverage Corp. 0.00% 56 $3K New
AWK American Water Works Co. Inc. 0.00% 18 $3K New
PNC PNC Financial Services Group 0.00% 14 $3K New
BX Blackstone Inc. 0.00% 18 $3K New
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.00% 27 $2K No change
LOW Lowe's Cos Inc. 0.00% 10 $2K New
SHOP Shopify Inc. Class A 0.00% 33 $2K New
XEL Xcel Energy Inc. 0.00% 39 $2K New
ELS Equity Lifestyle Properties 0.00% 32 $2K New
CTRA Coterra Energy Inc. 0.00% 92 $2K New
SBUX Starbucks Corp. 0.00% 23 $2K Reduce -92.3%
TDY Teledyne Technologies Inc. 0.00% 5 $2K New
DD Dupont DE Nemours Inc. 0.00% 25 $2K No change
MDT Medtronic PLC 0.00% 23 $2K New
MUFG Mitsubishi Ufj Finl-Spon ADR 0.00% 186 $2K New
ISRG Intuitive Surgical Inc. 0.00% 4 $2K New
STZ Constellation Brands Inc. Class A 0.00% 8 $2K New
CFR Cullen/Frost Bankers Inc. 0.00% 17 $2K New
TMO Thermo Fisher Scientific Inc. 0.00% 3 $2K New
IEF iShares 7-10 Year Treasury B 0.00% 18 $2K New
EXPD Expeditors Intl Wash Inc. 0.00% 14 $2K New
OSK Oshkosh Corp. 0.00% 16 $2K New
NVS Novartis AG-Sponsored ADR 0.00% 14 $2K New
FDS Factset Research Systems Inc. 0.00% 4 $2K New
WF Woori Financial-Spon ADR 0.00% 43 $2K No change
CBSH Commerce Bancshares Inc. 0.00% 24 $2K New
ILMN Illumina Inc. 0.00% 11 $1K New
BBJP JPMorgan Betabuilders Japan 0.00% 24 $1K New
SEIC Sei Investments Company 0.00% 21 $1K New
NKE Nike Inc. Class B 0.00% 17 $1K New
YUM Yum! Brands Inc. 0.00% 10 $1K New
WDAY Workday Inc. Class A 0.00% 5 $1K New
GEHC GE Healthcare Technology 0.00% 15 $1K Reduce -89.3%
GOVT iShares US Treasury Bond ETF 0.00% 50 $1K New
MBB iShares MBS ETF 0.00% 12 $1K New
PYPL PayPal Holdings Inc. 0.00% 16 $1K New
XYZ Block Inc. 0.00% 17 $1K New
DE Deere & Co. 0.00% 2 $756 New
BBCA JPMorgan Betabuilders Canada 0.00% 10 $702 New
BBAX JPMorgan Betabuilders Develo 0.00% 12 $613 New
WBD Warner Bros Discovery Inc. 0.00% 75 $598 No change
YUMC Yum China Holdings Inc. 0.00% 11 $365 New
EMBC Embecta Corp. 0.00% 6 $92 No change
GRAL Grail Inc. 0.00% 1 $15 New

Portfolio Sells Q4 2023 → Q1 2024
VGK Vanguard Ftse Europe ETF Reduce -92.8% 0.32% −4.35
ARCC Ares Capital Corp. Reduce -25.6% 2.18% −1.01
VYM Vanguard High DVD Yield ETF Reduce -10.0% 5.82% −0.72
COR Cencora Inc. Sold out 0.00% −0.69
VIG Vanguard Dividend Apprec ETF Reduce -4.0% 15.05% −0.67
SPLV Invesco S&P 500 Low Volatili Sold out 0.00% −0.33
NYF iShares New York Muni Bond E Sold out 0.00% −0.20
DVY iShares Select Dividend ETF Reduce -6.0% 2.28% −0.16
XLE SS Energy Select Sector Reduce -24.4% 0.40% −0.16
INTC Intel Corp. Reduce -13.3% 0.06% −0.14
BA The Boeing Co. Reduce -31.7% 0.09% −0.14
MRK Merck & Co. Inc. Reduce -44.0% 0.09% −0.08
ABT Abbott Laboratories Reduce -70.2% 0.03% −0.08
BHP BHP Group Ltd.-Spon ADR Sold out 0.00% −0.07
JNJ Johnson & Johnson Reduce -14.4% 0.25% −0.07
VOO Vanguard S&P 500 ETF Reduce -11.6% 0.69% −0.07
ED Consolidated Edison Inc. Sold out 0.00% −0.06
MCD McDonald's Corp. Sold out 0.00% −0.06
HES Hess Corp. Sold out 0.00% −0.06
CVX Chevron Corp. Reduce -55.6% 0.03% −0.06
GM General Motors Co. Sold out 0.00% −0.05
UNP Union Pacific Corp. Sold out 0.00% −0.05
SNY Sanofi-ADR Sold out 0.00% −0.05
ACWV iShares MSCI Global Min Vol Reduce -2.6% 1.12% −0.04
K Kellanova Sold out 0.00% −0.04
AES AES Corp. Sold out 0.00% −0.04
NGG National Grid PLC-SP ADR Sold out 0.00% −0.04
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.03
VZ Verizon Communications Inc. Reduce -94.4% 0.00% −0.03
KMB Kimberly-Clark Corp. Reduce -75.8% 0.01% −0.03
WEC WEC Energy Group Inc. Sold out 0.00% −0.03
TXNM TXNM Energy Inc. Sold out 0.00% −0.03
NVO Novo-Nordisk A/S-Spons ADR Reduce -43.3% 0.05% −0.03
VTRS Viatris Inc. Sold out 0.00% −0.02
EIX Edison International Reduce -33.3% 0.05% −0.02
EMR Emerson Electric Co. Reduce -47.1% 0.02% −0.02
IP International Paper Co. Sold out 0.00% −0.02
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.0% 0.43% −0.02
SBUX Starbucks Corp. Reduce -92.3% 0.00% −0.02
DJD Invesco Dow Jones Industrial Sold out 0.00% −0.02
XOM Exxon Mobil Corp. Reduce -10.4% 0.18% −0.02
DMRC Digimarc Corp. Sold out 0.00% −0.01
VSH Vishay Intertechnology Inc. Sold out 0.00% −0.01
WDS Woodside Energy Group-ADR Sold out 0.00% −0.01
GEHC GE Healthcare Technology Reduce -89.3% 0.00% −0.01
CVE Cenovus Energy Inc. Sold out 0.00% −0.01
CB Chubb Ltd. Reduce -18.8% 0.04% −0.01
UBER Uber Technologies Inc. Reduce -10.2% 0.04% −0.00
SLVM Sylvamo Corp. Sold out 0.00% −0.00
KLG WK Kellogg Co. Sold out 0.00% −0.00

Portfolio Buys Q4 2023 → Q1 2024
GBDC Golub Capital BDC Inc. Add +207.6% 5.20% +3.26
MDY State Street SPDR S&P Midcap Add +49.8% 4.84% +1.50
IJR iShares Core S&P Small-Cap E Add +172.4% 1.56% +0.95
OWL Blue Owl Capital Inc. Add +9.1% 2.41% +0.23
PFE Pfizer Inc. Add +99.8% 0.38% +0.16
UPS United Parcel Service Class B Add +2069.0% 0.14% +0.13
REGN Regeneron Pharmaceuticals Add +0.3% 0.60% +0.10
XBI SS SPDR S&P Biotech ETF Add +242.9% 0.14% +0.10
RXST Rxsight Inc. New 0.03% +0.03
SHY iShares 1-3 Year Treasury Bo Add +229.1% 0.05% +0.03
BABA Alibaba Group Holding-SP ADR Add +225.3% 0.05% +0.03
NVDA Nvidia Corp. Add +1300.0% 0.03% +0.02
CRH CRH PLC New 0.02% +0.02
GOOG Alphabet Inc. Class C Add +0.4% 0.52% +0.01
ALTI Alti Global Inc. New 0.01% +0.01
GEV GE Vernova Inc. New 0.01% +0.01
BNDX Vanguard Total Intl Bond ETF New 0.01% +0.01
GOOGL Alphabet Inc. Class A Add +0.9% 0.27% +0.01
QCOM Qualcomm Inc. Add +5.8% 0.06% +0.01
META Meta Platforms Inc. Class A New 0.01% +0.01
PG The Procter & Gamble Co. Add +0.7% 0.22% +0.00
TSLA Tesla Inc. New 0.00% +0.00
NFLX Netflix Inc. New 0.00% +0.00
ADSK Autodesk Inc. New 0.00% +0.00
V Visa Inc. Class A New 0.00% +0.00
ORCL Oracle Corp. New 0.00% +0.00
PH Parker Hannifin Corp. New 0.00% +0.00
LEN Lennar Corp. Class A New 0.00% +0.00
KO The Coca-Cola Co. Add +22.8% 0.01% +0.00
ADBE Adobe Inc. New 0.00% +0.00
AMP Ameriprise Financial Inc. New 0.00% +0.00
VRTX Vertex Pharmaceuticals Inc. New 0.00% +0.00
CTVA Corteva Inc. New 0.00% +0.00
BND Vanguard Total Bond Market New 0.00% +0.00
AMGN Amgen Inc. New 0.00% +0.00
ANSS Ansys Inc. New 0.00% +0.00
COF Capital One Financial Corp. New 0.00% +0.00
DIS The Walt Disney Co. New 0.00% +0.00
ECL Ecolab Inc. New 0.00% +0.00
MLM Martin Marietta Materials New 0.00% +0.00
MCHP Microchip Technology Inc. New 0.00% +0.00
SONY Sony Group Corp. - SP ADR New 0.00% +0.00
XYL Xylem Inc. New 0.00% +0.00
ALC Alcon Inc. New 0.00% +0.00
ATO Atmos Energy Corp. New 0.00% +0.00
DHR Danaher Corp. New 0.00% +0.00
USB US Bancorp New 0.00% +0.00
GD General Dynamics Corp. New 0.00% +0.00
TTE Totalenergies SE -Spon ADR New 0.00% +0.00
AWK American Water Works Co. Inc. New 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2026 172$186.2MSPY, VIG, MU, BRK.A, BRK.B
Q2 2026 171$189.1MSPY, VIG, MU, BRK.A, MDY
Q1 2026Amended 170$169.0MSPY, VIG, BRK.A, VYM, MDY
Q4 2025 175$187.5MSPY, VIG, BRK.A, MU, VYM
Q3 2025 191$184.1MSPY, VIG, BRK.A, VYM, BRK.B
Q2 2025 188$176.5MSPY, BRK.A, VIG, VYM, BRK.B
Q1 2025 187$176.0MSPY, BRK.A, VIG, BRK.B, VYM
Q4 2024 186$175.0MSPY, VIG, BRK.A, VYM, BRK.B
Q3 2024 186$176.7MSPY, VIG, BRK.A, VYM, BRK.B
Q2 2024 49$156.5MSPY, VIG, BRK.A, VYM, BRK.B
Q1 2024 202$170.2MSPY, VIG, BRK.A, VYM, BRK.B