Grey Fox Wealth Advisors, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Grey Fox Wealth Advisors, LLC reported 134 stock positions worth $488.5 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 13.2% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 11.8%) and Vanguard Ftse Developed ETF (VEA, 9.1%). Compared with Q3 2025, it opened 1 new position, sold out of 525, added to 51 and reduced 78. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +48%) and the biggest sale Vanguard S/T Corp. Bond ETF (VCSH, shares −7%).

Most Recent 13F
Q2 2026
Location
ROCKLAND, DE
CIK
0001965362
Portfolio Value
$488.5M (Q4 2025)
SEC Filing
0001965362-26-000002 ↗ filed Feb 12, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $265.9M Q1 2024 Q2 2024: $284.4M Q2 2024 Q3 2024: $358.8M Q3 2024 Q4 2024: $364.7M Q4 2024 Q1 2025: $374.9M Q1 2025 Q2 2025: $419.5M Q2 2025 Q3 2025: $490.5M Q3 2025 Q4 2025: $488.5M $488.5M Q4 2025 Q1 2026: $518.0M Q1 2026 Q2 2026: $637.4M Q2 2026

Holdings 134 stocks · $488.5M
VTV Vanguard Mrngstr Val ETF-Aui 13.19% 337,318 $64.4M Add +3.6%
VUG Vanguard Mrngstar GR ETF-Sui 11.82% 118,405 $57.8M Reduce -2.1%
VEA Vanguard Ftse Developed ETF 9.07% 709,603 $44.3M Add +8.0%
AGG iShares Core U.S. Aggregate 5.69% 278,213 $27.8M Reduce -1.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 5.32% 122,772 $26.0M Add +2.3%
BIV Vanguard Intermediate-Term B 4.51% 282,832 $22.0M Add +47.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 4.45% 74,903 $21.7M Add +4.7%
SLYG SS SPDR S&P 600 SC GR ETF 3.29% 170,785 $16.1M Add +4.0%
VCSH Vanguard S/T Corp. Bond ETF 2.74% 168,131 $13.4M Reduce -6.7%
SPEM State Street SP PTF Em ETF 1.96% 204,859 $9.6M Add +4.1%
VNQ Vanguard Real Estate ETF 1.76% 96,961 $8.6M Add +5.7%
AAPL Apple Inc. 1.59% 28,551 $7.8M Reduce -5.6%
USHY iShares Broad Usd High Yield 1.45% 189,948 $7.1M Add +7.1%
NVDA Nvidia Corp. 1.26% 32,909 $6.1M Add +1.4%
BLV Vanguard Long-Term Bond ETF 1.21% 84,906 $5.9M Add +14.6%
JMYAX Jpmrgn Smrtrtr BLND 2045-R6 filed as JPMORGAN SMARTRETIREMENT BLEND 2045 R6 1.15% 147,003 $5.6M Reduce -5.5%
VIGAX VNGD Mrngst Grwth Idx FD-Adm 1.14% 22,122 $5.6M Reduce -18.2%
SCHP Schwab U.S. Tips ETF 1.10% 202,024 $5.4M Add +5.7%
EFA iShares MSCI Eafe ETF 1.06% 54,078 $5.2M Reduce -0.8%
SCHV Schwab US Large-Cap Value 1.05% 172,431 $5.1M Reduce -5.1%
BNDX Vanguard Total Intl Bond ETF 0.93% 93,773 $4.5M Add +6.1%
IJH iShares Core S&P Midcap ETF 0.83% 61,691 $4.1M Reduce -2.3%
JOBYX Jpmrgn Smrtrtr BLND 2040-R6 filed as JPMORGAN SMARTRETIREMENT BLEND 2040 R6 0.80% 108,664 $3.9M Add +3.2%
VWO Vanguard Ftse Emerging Marke 0.71% 64,532 $3.5M Reduce -3.2%
VFORX Vanguard TRGT RTRM 2040-Inv 0.70% 68,040 $3.4M Reduce -10.3%
GOOGL Alphabet Inc. Class A 0.67% 10,426 $3.3M Reduce -4.1%
SCHZ Schwab US Aggregate Bond ETF 0.67% 139,039 $3.2M Reduce -0.8%
VVIAX VNGD Mrgstr Value Idx FD-Adm 0.65% 75,368 $3.2M Add +1.3%
IWO iShares Russell 2000 Growth 0.62% 9,351 $3.0M Reduce -3.5%
VTHRX Vanguard TRGT RTRM 2030-Inv 0.62% 71,176 $3.0M Reduce -5.9%
VTMGX Vanguard Dev MKT Indx-Adm 0.60% 173,764 $2.9M Add +1.2%
VONG Vanguard Russell 1000 Growth 0.56% 22,565 $2.7M Add +0.1%
MUB iShares National Muni Bond E 0.53% 24,003 $2.6M Add +29.3%
VTWG Vanguard Russell 2000 Growth 0.51% 10,509 $2.5M Reduce -4.3%
JNYAX Jpmrgn Smrtrtr BLND 2050-R6 filed as JPMORGAN SMARTRETIREMENT BLEND 2050 R6 0.50% 62,321 $2.4M Add +0.4%
VBTLX Vanguard TTL BD MKT Idx-Adm 0.49% 285,126 $2.4M Add +2.4%
DFAC Dimensional US Core Equity 2 0.48% 58,679 $2.3M Reduce -1.2%
VTEB Vanguard Tax-Exempt Bond ETF 0.45% 44,113 $2.2M Add +2.2%
VTTHX Vanguard TRGT RTRM 2035-Inv 0.44% 277,128 $2.2M Add +8.4%
JNJ Johnson & Johnson 0.43% 10,120 $2.1M Reduce -2.3%
JTYBX Jpmrgn Smrtrtr BLND 2055-R6 filed as JPMORGAN SMARTRETIREMENT BLEND 2055 R6 0.40% 50,711 $2.0M Add +7.3%
VTIVX Vanguard TRGT RTRM 2045-Inv 0.37% 121,118 $1.8M Add +10.4%
VFIFX Vanguard TRGT RTRM 2050-Inv 0.36% 45,543 $1.8M Add +4.3%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.36% 21,855 $1.8M Reduce -0.3%
JRBYX Jpmrgn Smrtrtr BLND 2030-R6 filed as JPMORGAN SMARTRETIREMENT BLEND 2030 R6 0.35% 59,372 $1.7M Add +4.7%
BRK.B Berkshire Hathaway Inc. Class B 0.35% 3,358 $1.7M Reduce -5.8%
SLYV SS SPDR S&P 600 SC Val ETF 0.33% 17,485 $1.6M Reduce -2.5%
SHM SS SPDR N Ice St Muni ETF 0.31% 31,617 $1.5M Reduce -3.3%
VIMAX VNGD Mrngst MD-CP Idx FD-Adm 0.31% 4,217 $1.5M Reduce -52.9%
BSV Vanguard Short-Term Bond ETF 0.31% 19,016 $1.5M Reduce -19.3%
VTINX Vanguard TRGT Rtrmnt Inc.-Inv 0.30% 104,777 $1.5M Add +1.4%
AMZN Amazon.com Inc. 0.29% 6,227 $1.4M Reduce -4.2%
VSIAX VNGD Mrgst SML-CP VL Idx-Adm 0.28% 15,243 $1.4M Reduce -41.2%
VTTVX Vanguard TRGT RTRM 2025-Inv 0.27% 75,655 $1.3M Add +8.5%
IYR iShares US Real Estate ETF 0.27% 14,027 $1.3M Add +34.5%
IUSG iShares Core S&P U.S. Growth 0.24% 7,020 $1.2M Reduce -8.1%
TIP iShares Tips Bond ETF 0.24% 10,571 $1.2M Reduce -8.6%
VFIAX Vanguard 500 Index-Adm 0.24% 1,837 $1.2M Reduce -1.4%
TSM Taiwan Semiconductor-SP ADR 0.24% 3,793 $1.2M Reduce -5.4%
VOO Vanguard S&P 500 ETF 0.24% 1,839 $1.2M Reduce -6.2%
GOOG Alphabet Inc. Class C 0.23% 3,566 $1.1M Reduce -7.1%
IWN iShares Russell 2000 Value E 0.21% 5,794 $1.0M Reduce -4.4%
LLY Eli Lilly & Co. 0.21% 959 $1.0M Reduce -4.3%
JPM JPMorgan Chase & Co. 0.20% 3,038 $979K Reduce -15.3%
MSFT Microsoft Corp. 0.20% 2,018 $976K Reduce -6.8%
IUSV iShares Core S&P U.S. Value 0.20% 9,467 $971K Reduce -12.2%
VTWNX Vanguard TRGT RTRM 2020-Inv 0.20% 74,640 $966K Reduce -1.0%
Invesco Stable Asset Fund - ADPZ Class 0.19% 915,845 $916K Add +0.5%
BND Vanguard Total Bond Market 0.18% 11,973 $887K Reduce -25.7%
ILTB iShares Core 10+ Year Usd Bo 0.18% 17,704 $880K Add +118.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.18% 1,275 $872K Reduce -5.4%
SPLV Invesco S&P 500 Low Volatili 0.16% 10,624 $759K Reduce -5.7%
VEU Vanguard Ftse All-World Ex-U 0.15% 10,087 $742K Reduce -0.9%
JPYRX Jpmrgn Smrtrtr BLND 2035-R6 filed as JPMORGAN SMARTRETIREMENT BLEND 2035 R6 0.13% 19,547 $647K Reduce -8.2%
QQQ Invesco QQQ Trust Series 1 0.13% 1,026 $631K Reduce -2.0%
JAAYX Jpmrgn Smrtrtr BLND 2060-R6 filed as JPMORGAN SMARTRETIREMENT BLEND 2060 R6 0.13% 20,572 $620K Reduce -11.7%
VGT Vanguard Info Tech ETF 0.12% 788 $594K Add +0.3%
ABBV Abbvie Inc. 0.12% 2,595 $593K Reduce -2.6%
JBYSX Jpmrgn Smrtrtr BLND 2025-R6 filed as JPMORGAN SMARTRETIREMENT BLEND 2025 R6 0.12% 23,521 $592K Reduce -3.2%
IVV iShares Core S&P 500 ETF 0.12% 842 $576K Reduce -9.2%
SCHH Schwab US REIT ETF 0.11% 25,857 $540K Add +6.3%
VBIRX Vanguard S/T BND Indx-Adm 0.11% 52,210 $540K Reduce -15.6%
VTI VG Morningstar TS MKT ETF-US 0.11% 1,557 $522K Reduce -1.5%
NFLX Netflix Inc. 0.11% 5,520 $518K Add +0.4%
SCHG Schwab US Large-Cap Growth 0.11% 15,859 $517K Reduce -3.3%
IWV iShares Russell 3000 ETF 0.10% 1,318 $510K No change
AVGO Broadcom Inc. 0.10% 1,454 $503K Reduce -2.2%
HD Home Depot Inc. 0.09% 1,338 $460K Reduce -1.4%
SYK Stryker Corp. 0.09% 1,296 $457K Reduce -16.6%
ESGU iShares ESG Aware MSCI USA 0.09% 3,063 $456K Reduce -17.7%
QUAIX AB Small Cap Growth-I 0.09% 5,680 $436K Add +0.6%
VFFVX Vanguard TRGT RTRM 2055-Inv 0.09% 34,393 $432K Add +40.8%
VEXRX Vanguard Explorer Fund-Adm 0.09% 4,020 $429K Reduce -3.0%
VIG Vanguard Dividend Apprec ETF 0.09% 1,931 $424K Reduce -2.5%
ONEV SS SPDR R1000 Lo Vol Foc ETF 0.09% 3,137 $418K Reduce -18.5%
AM Antero Midstream Corp. 0.08% 23,016 $409K No change
EFAV iShares MSCI Eafe Min Vol Fa 0.08% 4,583 $395K Add +1.3%
VSVNX Vanguard TRGT RTRM 2070-Inv 0.08% 12,275 $391K Reduce -4.5%
WMT Walmart Inc. 0.08% 3,473 $388K Add +0.5%
DHR Danaher Corp. 0.08% 1,647 $378K Reduce -2.4%
RIVN Rivian Automotive Inc. Class A 0.08% 18,756 $370K Add +6.5%
VCIT Vanguard Int-Term Corporate 0.07% 4,035 $338K Reduce -8.8%
FIVE Five Below 0.07% 1,772 $334K Reduce -3.4%
CVX Chevron Corp. 0.07% 2,148 $327K Reduce -0.7%
IYJ iShares U.S. Industrials ETF 0.06% 2,116 $314K Add +0.1%
RSPN Invesco S&P 500 Equal Weight 0.06% 5,402 $306K Add +0.1%
IGSB iShares 1-5Y Inv Grade Corp. 0.06% 5,739 $303K Reduce -58.2%
ET Energy Transfer LP 0.06% 18,308 $302K New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.06% 1,681 $298K Reduce -5.5%
HLNE Hamilton Lane Inc. Class A 0.06% 2,199 $297K Reduce -0.1%
XSD SS SPDR S&P Semiconductor 0.06% 898 $289K Add +0.1%
RSP Invesco S&P 500 Equal Weight 0.06% 1,446 $277K Reduce -0.3%
VMFXX Vanguard Federal Money MRKT 0.06% 275,148 $275K Add +4.0%
VXUS Vanguard Total Intl Stock 0.06% 3,634 $274K Add +1.3%
TSCO Tractor Supply Company 0.05% 5,336 $267K Reduce -12.7%
MRK Merck & Co. Inc. 0.05% 2,436 $259K Reduce -13.5%
VTTSX Vanguard TRGT RTRM 2060-Inv 0.05% 18,178 $257K Reduce -16.4%
ORCL Oracle Corp. 0.05% 1,279 $249K Add +0.3%
VWEAX Vanguard Hi YLD Corp.-Adm 0.05% 43,621 $243K Add +0.0%
PICB Invesco International Corpor 0.05% 10,068 $240K Add +0.1%
DFUV Dimensional US Marketwide Va 0.05% 4,909 $229K Reduce -1.1%
VEMAX Vanguard Em MKT STK Ind-Adm 0.05% 4,960 $221K Reduce -34.1%
V Visa Inc. Class A 0.05% 630 $221K Reduce -1.7%
SUSIX State St Inst US Eqty-I 0.04% 16,556 $220K Reduce -36.6%
SCHW Schwab (charles) Corp. 0.04% 2,189 $219K Add +0.4%
ACN Accenture PLC Class A 0.04% 812 $218K Reduce -19.0%
SPMD SS SPDR P S&P 400 Midcap ETF 0.04% 3,748 $217K Add +0.1%
PLTR Palantir Technologies Inc. Class A 0.04% 1,188 $211K No change
IVW iShares S&P 500 Growth ETF 0.04% 1,679 $207K Reduce -20.8%
META Meta Platforms Inc. Class A 0.04% 313 $207K Reduce -5.7%
GILD Gilead Sciences Inc. 0.04% 1,679 $206K Reduce -21.0%
KLAC KLA Corp. 0.04% 168 $204K No change
FXAIX Fidelity 500 Index Fund 0.02% 31,867 $83K Add +27.0%
VUSXX Vanguard Treasury MMKT-Inv 0.01% 31,894 $32K Add +6.8%

Portfolio Sells Q3 2025 → Q4 2025
VCSH Vanguard S/T Corp. Bond ETF Reduce -6.7% 2.74% −0.19
VGSLX Vanguard Real Est Indx-Adm Sold out 0.00% −0.09
IGSB iShares 1-5Y Inv Grade Corp. Reduce -58.2% 0.06% −0.09
AGG iShares Core U.S. Aggregate Reduce -1.4% 5.69% −0.08
VIMAX VNGD Mrngst MD-CP Idx FD-Adm Reduce -52.9% 0.31% −0.08
BSV Vanguard Short-Term Bond ETF Reduce -19.3% 0.31% −0.07
BND Vanguard Total Bond Market Reduce -25.7% 0.18% −0.06
VSCSX Vanguard St Corp. BD Idx-Adm Sold out 0.00% −0.06
JMYAX Jpmrgn Smrtrtr BLND 2045-R6 Reduce -5.5% 1.15% −0.06
MADCX BlackRock Emerg Mrkts-I Sold out 0.00% −0.05
CHKP Check Point Software Tech Sold out 0.00% −0.05
JIYBX Jpmrgn Smrtrtr BLND Inc.-R6 Sold out 0.00% −0.05
NVS Novartis AG-Sponsored ADR Sold out 0.00% −0.05
VSIAX VNGD Mrgst SML-CP VL Idx-Adm Reduce -41.2% 0.28% −0.05
SMLV SS SPDR US SC Low Vol Idx Sold out 0.00% −0.04
ABT Abbott Laboratories Sold out 0.00% −0.04
ESML iShares ESG Aware MSCI USA S Sold out 0.00% −0.04
PEP Pepsico Inc. Sold out 0.00% −0.04
VTHRX Vanguard TRGT RTRM 2030-Inv Reduce -5.9% 0.62% −0.04
VSEQX Vanguard Strategic Eq-Inv Sold out 0.00% −0.04
VSGAX VNGD Mrgst SC GRW Idx FD-Adm Sold out 0.00% −0.04
TJX TJX Companies Inc. Sold out 0.00% −0.04
VSGX Vanguard ESG Intl Stock ETF Sold out 0.00% −0.04
VGK Vanguard Ftse Europe ETF Sold out 0.00% −0.04
GRBK Green Brick Partners Inc. Sold out 0.00% −0.04
TSLA Tesla Inc. Sold out 0.00% −0.04
IJS iShares S&P Small-Cap 600 Va Sold out 0.00% −0.04
DFAT Dimensional US Target Value Sold out 0.00% −0.03
VOX Vanguard Communication Servi Sold out 0.00% −0.03
VOT Vngrd Mrngstr MC GRW ETF-Usd Sold out 0.00% −0.03
VB Vanguard Most SM-Cap ETF-Usd Sold out 0.00% −0.03
SCHV Schwab US Large-Cap Value Reduce -5.1% 1.05% −0.03
IWF iShares Russell 1000 Growth Sold out 0.00% −0.03
EFV iShares MSCI Eafe Value ETF Sold out 0.00% −0.03
Amplify Mobile Payments ETF Sold out 0.00% −0.03
DFAX Dimensional World Ex US Core Sold out 0.00% −0.03
VIGAX VNGD Mrngst Grwth Idx FD-Adm Reduce -18.2% 1.14% −0.03
OS Onestream Inc. Sold out 0.00% −0.03
CAT Caterpillar Inc. Sold out 0.00% −0.03
JPM JPMorgan Chase & Co. Reduce -15.3% 0.20% −0.03
EXC Exelon Corp. Sold out 0.00% −0.03
VTABX Vanguard TTL Intl BND-Adm Sold out 0.00% −0.03
SUSIX State St Inst US Eqty-I Reduce -36.6% 0.04% −0.03
MSFT Microsoft Corp. Reduce -6.8% 0.20% −0.03
VV Vngrd Mrgstr LRG-Cap ETF-Usd Sold out 0.00% −0.03
NKE Nike Inc. Class B Sold out 0.00% −0.03
VWO Vanguard Ftse Emerging Marke Reduce -3.2% 0.71% −0.03
AJG Arthur J Gallagher & Co. Sold out 0.00% −0.03
VLXVX Vanguard TRGT RTRM 2065-Inv Sold out 0.00% −0.03
RTX RTX Corp. Sold out 0.00% −0.03

Portfolio Buys Q3 2025 → Q4 2025
BIV Vanguard Intermediate-Term B Add +47.5% 4.51% +1.46
VEA Vanguard Ftse Developed ETF Add +8.0% 9.07% +1.05
VTV Vanguard Mrngstr Val ETF-Aui Add +3.6% 13.19% +0.75
VBR Vngrd Mrngst SL-CP Val ETF-U Add +2.3% 5.32% +0.20
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +4.7% 4.45% +0.15
BLV Vanguard Long-Term Bond ETF Add +14.6% 1.21% +0.14
SLYG SS SPDR S&P 600 SC GR ETF Add +4.0% 3.29% +0.14
MUB iShares National Muni Bond E Add +29.3% 0.53% +0.12
ILTB iShares Core 10+ Year Usd Bo Add +118.4% 0.18% +0.10
USHY iShares Broad Usd High Yield Add +7.1% 1.45% +0.09
SPEM State Street SP PTF Em ETF Add +4.1% 1.96% +0.09
IYR iShares US Real Estate ETF Add +34.5% 0.27% +0.06
ET Energy Transfer LP New 0.06% +0.06
VFIFX Vanguard TRGT RTRM 2050-Inv Add +4.3% 0.36% +0.05
VNQ Vanguard Real Estate ETF Add +5.7% 1.76% +0.05
SCHP Schwab U.S. Tips ETF Add +5.7% 1.10% +0.05
BNDX Vanguard Total Intl Bond ETF Add +6.1% 0.93% +0.04
JTYBX Jpmrgn Smrtrtr BLND 2055-R6 Add +7.3% 0.40% +0.03
VTMGX Vanguard Dev MKT Indx-Adm Add +1.2% 0.60% +0.03
JOBYX Jpmrgn Smrtrtr BLND 2040-R6 Add +3.2% 0.80% +0.03
VVIAX VNGD Mrgstr Value Idx FD-Adm Add +1.3% 0.65% +0.03
RIVN Rivian Automotive Inc. Class A Add +6.5% 0.08% +0.02
NVDA Nvidia Corp. Add +1.4% 1.26% +0.02
JRBYX Jpmrgn Smrtrtr BLND 2030-R6 Add +4.7% 0.35% +0.01
VBTLX Vanguard TTL BD MKT Idx-Adm Add +2.4% 0.49% +0.01
VTTHX Vanguard TRGT RTRM 2035-Inv Add +8.4% 0.44% +0.01
VTEB Vanguard Tax-Exempt Bond ETF Add +2.2% 0.45% +0.01
VTTVX Vanguard TRGT RTRM 2025-Inv Add +8.5% 0.27% +0.01
VONG Vanguard Russell 1000 Growth Add +0.1% 0.56% +0.01
JNYAX Jpmrgn Smrtrtr BLND 2050-R6 Add +0.4% 0.50% +0.01
WMT Walmart Inc. Add +0.5% 0.08% +0.01
FXAIX Fidelity 500 Index Fund Add +27.0% 0.02% +0.00
SCHH Schwab US REIT ETF Add +6.3% 0.11% +0.00
EFAV iShares MSCI Eafe Min Vol Fa Add +1.3% 0.08% +0.00
QUAIX AB Small Cap Growth-I Add +0.6% 0.09% +0.00
VXUS Vanguard Total Intl Stock Add +1.3% 0.06% +0.00
VMFXX Vanguard Federal Money MRKT Add +4.0% 0.06% +0.00
SCHW Schwab (charles) Corp. Add +0.4% 0.04% +0.00
VGT Vanguard Info Tech ETF Add +0.3% 0.12% +0.00
Invesco Stable Asset Fund - ADPZ Class Add +0.5% 0.19% +0.00
IYJ iShares U.S. Industrials ETF Add +0.1% 0.06% +0.00
VTINX Vanguard TRGT Rtrmnt Inc.-Inv Add +1.4% 0.30% +0.00
RSPN Invesco S&P 500 Equal Weight Add +0.1% 0.06% +0.00
SPMD SS SPDR P S&P 400 Midcap ETF Add +0.1% 0.04% +0.00
XSD SS SPDR S&P Semiconductor Add +0.1% 0.06% +0.00
VUSXX Vanguard Treasury MMKT-Inv Add +6.8% 0.01% +0.00
VWEAX Vanguard Hi YLD Corp.-Adm Add +0.0% 0.05% +0.00
PICB Invesco International Corpor Add +0.1% 0.05% +0.00
VTIVX Vanguard TRGT RTRM 2045-Inv Add +10.4% 0.37% −0.01
VFFVX Vanguard TRGT RTRM 2055-Inv Add +40.8% 0.09% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 179$637.4MVTV, VUG, VEA, AGG, BIV
Q1 2026 140$518.0MVTV, VUG, VEA, BIV, AGG
Q4 2025 134$488.5MVTV, VUG, VEA, AGG, VBR
Q3 2025 658$490.5MVTV, VUG, VEA, AGG, VBR
Q2 2025 137$419.5MVTV, VUG, VEA, AGG, VBR
Q1 2025 129$374.9MVTV, VUG, VEA, AGG, VBR
Q4 2024 128$364.7MVTV, VUG, AGG, VEA, VBR
Q3 2024 138$358.8MVTV, VUG, AGG, VEA, VBR
Q2 2024 128$284.4MVTV, VUG, VEA, AGG, VCSH
Q1 2024 126$265.9MVTV, VUG, VEA, AGG, VBR