Hoxton Planning & Management, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 12, 2024), Hoxton Planning & Management, LLC reported 164 stock positions worth $209.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 22.5% of the portfolio, followed by Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 7.6%) and iShares Russell Mid-Cap ETF (IWR, 3.0%). Compared with Q4 2023, it opened 25 new positions, sold out of 9, added to 80 and reduced 53. The biggest buy was a new position in Ishrs US E F R A ETF-Usd (DYNF) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −11%).

Most Recent 13F
Q2 2026
Location
SHEPHERDSTOWN, WV
CIK
0001954782
Portfolio Value
$209.0M (Q1 2024)
SEC Filing
0001954782-24-000003 ↗ filed Apr 12, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $209.0M $209.0M Q1 2024 Q2 2024: $215.0M Q2 2024 Q3 2024: $258.2M Q3 2024 Q4 2024: $261.7M Q4 2024 Q1 2025: $262.2M Q1 2025 Q2 2025: $289.4M Q2 2025 Q3 2025: $310.8M Q3 2025 Q4 2025: $334.5M Q4 2025 Q1 2026: $333.2M Q1 2026 Q2 2026: $383.2M Q2 2026

Holdings 164 stocks · $209.0M
IVV iShares Core S&P 500 ETF 22.49% 89,406 $47.0M Reduce -10.8%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 7.59% 347,883 $15.9M Add +24.4%
IWR iShares Russell Mid-Cap ETF 2.96% 73,571 $6.2M Reduce -0.8%
ISTB iShares Core 1-5 Year Usd Bo 2.84% 125,251 $5.9M Add +7.5%
NVDA Nvidia Corp. 2.80% 6,474 $5.8M Add +3.3%
VOO Vanguard S&P 500 ETF 2.34% 10,165 $4.9M Reduce -3.2%
AAPL Apple Inc. 2.18% 26,561 $4.6M Add +7.8%
QUAL iShares MSCI USA Quality Fac 2.08% 26,450 $4.3M Reduce -6.6%
EFG iShares MSCI Eafe Growth ETF 2.04% 41,161 $4.3M Add +3.2%
SCHP Schwab U.S. Tips ETF 1.99% 79,642 $4.2M Add +6.3%
MSFT Microsoft Corp. 1.96% 9,748 $4.1M Add +5.4%
DYNF Ishrs US E F R A ETF-Usd Inc. 1.94% 91,351 $4.1M New
IVW iShares S&P 500 Growth ETF 1.53% 37,896 $3.2M Add +160.9%
IVE iShares S&P 500 Value ETF 1.32% 14,772 $2.8M New
MBB iShares MBS ETF 1.19% 27,004 $2.5M Add +7.2%
AGG iShares Core U.S. Aggregate 1.12% 23,830 $2.3M Add +0.8%
TLT iShares 20+ Year Treasury BD 1.09% 24,134 $2.3M Reduce -9.5%
ELS Equity Lifestyle Properties 1.05% 33,989 $2.2M No change
AMZN Amazon.com Inc. 0.99% 11,502 $2.1M Add +17.2%
IYW iShares Ustechnology ETF 0.99% 15,314 $2.1M Add +0.2%
EFV iShares MSCI Eafe Value ETF 0.97% 37,102 $2.0M Reduce -35.7%
IWB iShares Russell 1000 ETF 0.81% 5,848 $1.7M Reduce -1.9%
ITOT iShares Core S&P Total U.S. 0.75% 13,621 $1.6M Reduce -0.9%
HYS PIMCO 0-5 Year H/Y Corp. Bond 0.69% 15,495 $1.4M Reduce -3.1%
SCHZ Schwab US Aggregate Bond ETF 0.69% 31,472 $1.4M Reduce -9.9%
META Meta Platforms Inc. Class A 0.69% 2,962 $1.4M Add +2.4%
GOOGL Alphabet Inc. Class A 0.66% 9,136 $1.4M Add +2.1%
GOVT iShares US Treasury Bond ETF 0.65% 59,851 $1.4M Reduce -12.6%
HEFA Isha Curr Hedged MSCI Eafe 0.65% 38,858 $1.4M New
EEM iShares MSCI Emerging Market 0.64% 32,740 $1.3M Reduce -7.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.63% 8,024 $1.3M Reduce -1.6%
EMXC iShares MSCI Emr MRK Ex Chna 0.60% 21,836 $1.3M Add +118.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.58% 3,495 $1.2M Reduce -5.0%
COST Costco Wholesale Corp. 0.54% 1,535 $1.1M Add +0.9%
BINC iShares Flex I A ETF-Usd Inc. 0.53% 21,063 $1.1M New
FCOR Fidelity Corporate Bond ETF 0.49% 22,156 $1.0M Reduce -26.7%
IWO iShares Russell 2000 Growth 0.48% 3,710 $1.0M Reduce -0.8%
OEF iShares S&P 100 ETF 0.46% 3,907 $967K Reduce -59.8%
VZ Verizon Communications Inc. 0.45% 22,649 $950K Add +9.7%
IEMG iShares Core MSCI Emerging 0.44% 17,799 $918K Reduce -38.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.44% 4,804 $917K Add +1.6%
IEFA iShares Core MSCI Eafe ETF 0.44% 12,347 $916K Reduce -1.6%
LLY Eli Lilly & Co. 0.42% 1,128 $878K Add +5.4%
IWN iShares Russell 2000 Value E 0.40% 5,304 $842K Reduce -43.3%
VTI VG Morningstar TS MKT ETF-US 0.40% 3,201 $832K New
INTU Intuit Inc. 0.40% 1,279 $831K Add +0.8%
AVEM Avantis Emerging Markets Eq 0.38% 13,833 $802K Reduce -0.5%
MA Mastercard Inc. Class A 0.38% 1,637 $788K Add +1.4%
AVGO Broadcom Inc. 0.37% 587 $778K Add +7.1%
FBND Fidelity Total Bond ETF 0.36% 16,762 $759K Reduce -2.9%
ESGU iShares ESG Aware MSCI USA 0.36% 6,479 $745K Reduce -56.4%
IJH iShares Core S&P Midcap ETF 0.35% 12,064 $733K Reduce -5.0%
BRK.B Berkshire Hathaway Inc. Class B 0.35% 1,736 $730K Add +3.9%
IVLU iShares MSCI International V 0.35% 25,654 $724K Reduce -11.0%
BLK BlackRock Finance Inc. 0.34% 859 $716K Add +2.3%
HD Home Depot Inc. 0.34% 1,829 $702K Add +3.5%
ADP Automatic Data Processing 0.33% 2,802 $700K Add +0.4%
SYK Stryker Corp. 0.33% 1,949 $697K Add +1.1%
NFLX Netflix Inc. 0.31% 1,065 $647K Add +1.0%
ACN Accenture PLC Class A 0.31% 1,851 $642K Add +4.9%
QCOM Qualcomm Inc. 0.30% 3,678 $623K Add +5.3%
SPGI S&P Global Inc. 0.30% 1,462 $622K Reduce -0.3%
UNP Union Pacific Corp. 0.30% 2,509 $617K Add +0.9%
UNH Unitedhealth Group Inc. 0.29% 1,234 $610K Reduce -6.2%
JPM JPMorgan Chase & Co. 0.29% 2,983 $597K Reduce -4.2%
IJR iShares Core S&P Small-Cap E 0.28% 5,389 $596K Reduce -1.6%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.28% 3,081 $591K Add +0.2%
EMB iShares JP Morgan Usd Emergi 0.28% 6,566 $589K Add +65.6%
AMD Advanced Micro Devices 0.28% 3,260 $588K Add +7.1%
IUSV iShares Core S&P U.S. Value 0.28% 6,439 $582K Reduce -0.5%
IGIB iShares 5-10Y Inv Grade Corp. 0.28% 11,266 $581K Add +4.0%
XOM Exxon Mobil Corp. 0.28% 4,964 $577K Add +4.1%
IUSG iShares Core S&P U.S. Growth 0.27% 4,901 $574K Reduce -1.8%
JNJ Johnson & Johnson 0.27% 3,546 $561K Reduce -3.8%
IXC iShares Global Energy ETF 0.27% 12,921 $555K Add +33.5%
TSCO Tractor Supply Company 0.26% 2,070 $542K Reduce -0.5%
MRK Merck & Co. Inc. 0.26% 4,094 $540K Add +4.0%
RSG Republic Services Inc. 0.26% 2,791 $534K Reduce -0.9%
TSLA Tesla Inc. 0.25% 3,020 $531K Reduce -3.4%
GOOG Alphabet Inc. Class C 0.25% 3,440 $524K Reduce -2.9%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.25% 1,300 $517K No change
IFRA iShares US Infrastructure 0.25% 11,900 $516K Reduce -0.3%
IEV iShares Europe ETF 0.24% 9,081 $506K Reduce -8.7%
FDMO Fidelity Momentum Factor ETF 0.24% 8,335 $503K Reduce -6.0%
VXUS Vanguard Total Intl Stock 0.24% 8,311 $501K New
FVAL Fidelity Value Factor ETF 0.24% 8,680 $495K Add +0.4%
V Visa Inc. Class A 0.22% 1,667 $465K Add +4.1%
PFE Pfizer Inc. 0.22% 16,728 $464K Add +73.7%
NVO Novo-Nordisk A/S-Spons ADR 0.22% 3,612 $464K Reduce -0.6%
SLQD iShares 0-5 YR Inv GRD Corp. 0.22% 9,343 $460K Add +3.4%
ACWI iShares MSCI Acwi ETF 0.22% 4,101 $452K Reduce -2.9%
GNMA iShares Gnma Bond ETF 0.20% 9,800 $425K Add +4.0%
BAB Invesco Taxable Municipal Bo 0.20% 15,629 $415K Add +98.4%
NKE Nike Inc. Class B 0.20% 4,365 $410K Add +0.3%
ORCL Oracle Corp. 0.19% 3,196 $401K Add +9.5%
LIN Linde PLC 0.19% 861 $400K Add +1.3%
TFC Truist Financial Corp. 0.19% 10,231 $399K Add +12.3%
FQAL Fidelity Quality Factor ETF 0.19% 6,737 $397K Add +0.0%
AMAT Applied Materials Inc. 0.19% 1,921 $396K Add +2.5%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.19% 1,575 $394K Add +1.2%
NDAQ Nasdaq Inc. 0.19% 6,234 $393K Reduce -0.1%
DBEF Xtrackers MSCI Eafe Hedged E 0.19% 9,529 $390K Reduce -0.9%
LRCX Lam Research Corp. 0.19% 401 $390K Add +2.0%
CSCO Cisco Systems Inc. 0.18% 7,730 $386K Add +1.8%
LCTU iShares U.S. Carbon Transiti 0.18% 6,439 $370K Reduce -4.2%
GD General Dynamics Corp. 0.17% 1,286 $363K No change
IXUS iShares Core Intl Stock ETF 0.17% 5,330 $362K Add +0.5%
PG The Procter & Gamble Co. 0.17% 2,201 $357K Add +17.3%
STE Steris PLC 0.17% 1,582 $356K Reduce -0.9%
KO The Coca-Cola Co. 0.17% 5,773 $353K Add +25.8%
IGF iShares Global Infrastructur 0.16% 7,051 $336K Reduce -14.8%
CVS CVS Health Corp. 0.15% 3,991 $318K Add +9.3%
ZROZ PIMCO 25+ YR Zero CPN US Tif 0.15% 3,995 $317K Reduce -3.8%
INTC Intel Corp. 0.15% 7,110 $314K Add +12.6%
OKE Oneok Inc. 0.15% 3,887 $312K Add +6.9%
IGSB iShares 1-5Y Inv Grade Corp. 0.14% 5,816 $298K No change
WMT Walmart Inc. 0.14% 4,801 $289K Add +4.4%
ASML ASML Holding NV-NY Reg SHS 0.14% 296 $287K Add +8.4%
IEUR iShares Core MSCI Europe ETF 0.13% 4,874 $282K Add +0.6%
ABBV Abbvie Inc. 0.13% 1,537 $280K Add +11.8%
AXP American Express Co. 0.13% 1,229 $280K Add +7.2%
USB US Bancorp 0.13% 6,228 $278K Add +5.2%
T AT&T Inc. 0.13% 15,756 $277K Add +2.1%
DSI iShares ESG MSCI KLD 400 ETF 0.13% 2,703 $272K Reduce -5.5%
SUSC iShares ESG Aware Usd Corpor 0.13% 11,723 $270K Add +14.3%
KMI Kinder Morgan Inc. 0.13% 14,629 $268K Add +17.7%
PEP Pepsico Inc. 0.13% 1,521 $266K Add +3.4%
BBY Best Buy Co. Inc. 0.12% 3,182 $261K Add +8.7%
EAGG iShares ESG Aware US Aggrega 0.12% 5,517 $260K Reduce -6.3%
TGT Target Corp. 0.12% 1,453 $257K New
JHMM John Hancock Multi Fact Mid 0.12% 4,474 $257K Reduce -0.5%
SAP Sap SE-Sponsored ADR 0.12% 1,306 $255K Reduce -0.2%
PXD Pioneer Natural Resources Co. 0.12% 967 $254K New
IAGG iShares Intl Aggregate Bond 0.12% 5,065 $253K Add +2.2%
LYB Lyondellbasell Indu Class A 0.12% 2,415 $247K Add +3.3%
BX Blackstone Inc. 0.12% 1,867 $245K Add +7.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 6,444 $244K New
CMCSA Comcast Corp. Class A 0.12% 5,633 $244K Add +5.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.11% 1,960 $240K New
CVX Chevron Corp. 0.11% 1,482 $234K New
RTX RTX Corp. 0.11% 2,388 $233K New
CCI Crown Castle Inc. 0.11% 2,173 $230K Add +4.0%
GRMN Garmin Ltd. 0.11% 1,530 $228K New
MCD McDonald's Corp. 0.11% 786 $222K New
CRM Salesforce Inc. 0.11% 730 $220K New
STWD Starwood Property Trust Inc. 0.10% 10,778 $219K New
M D C HLDGS INC 0.10% 3,446 $217K New
AGR Avangrid Inc. 0.10% 5,933 $216K New
SPYX SS SPDR S&P 500 Foss FL ETF 0.10% 5,034 $215K New
USXF iShares ESG Advance MSCI USA 0.10% 4,724 $213K New
CME Cme Group Inc. 0.10% 988 $213K Reduce -1.4%
SUSA iShares ESG Optimized MSCI U 0.10% 1,941 $212K New
MPT Medical Properties Trust Inc. 0.10% 45,010 $212K Add +49.2%
SUSL iShares ESG MSCI USA Leaders 0.10% 2,245 $211K New
AMGN Amgen Inc. 0.10% 739 $210K Add +5.7%
GILD Gilead Sciences Inc. 0.10% 2,852 $209K Add +0.3%
HON Honeywell International Inc. 0.10% 1,017 $209K Add +4.3%
CTRA Coterra Energy Inc. 0.10% 7,392 $206K Reduce -13.8%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.10% 1,672 $204K New
ISRG Intuitive Surgical Inc. 0.10% 509 $203K New
HLN Haleon PLC-ADR 0.06% 14,450 $123K Add +39.5%
AMCR Amcor PLC 0.06% 12,432 $118K New
SAN Banco Santander SA-Spon ADR 0.03% 12,584 $61K No change
LYG Lloyds Banking Group PLC-ADR 0.01% 10,657 $28K No change

Portfolio Sells Q4 2023 → Q1 2024
IVV iShares Core S&P 500 ETF Reduce -10.8% 22.49% −2.88
TFLO iShares Treasury Floating Ra Sold out 0.00% −0.91
LQD Ishr Ibx Usd Invgd CB ETF-Ui Sold out 0.00% −0.71
OEF iShares S&P 100 ETF Reduce -59.8% 0.46% −0.69
EFV iShares MSCI Eafe Value ETF Reduce -35.7% 0.97% −0.63
ESGU iShares ESG Aware MSCI USA Reduce -56.4% 0.36% −0.47
IWN iShares Russell 2000 Value E Reduce -43.3% 0.40% −0.37
IEMG iShares Core MSCI Emerging Reduce -38.9% 0.44% −0.34
TLT iShares 20+ Year Treasury BD Reduce -9.5% 1.09% −0.30
SHV iShares 0-1 Year Treasury Bo Sold out 0.00% −0.28
FCOR Fidelity Corporate Bond ETF Reduce -26.7% 0.49% −0.26
BNL Broadstone Net Lease Inc. Sold out 0.00% −0.20
GOVT iShares US Treasury Bond ETF Reduce -12.6% 0.65% −0.18
EMGF iShares Emerging Markets Equ Sold out 0.00% −0.17
SCHZ Schwab US Aggregate Bond ETF Reduce -9.9% 0.69% −0.17
MMM 3M Co. Sold out 0.00% −0.17
TSLA Tesla Inc. Reduce -3.4% 0.25% −0.16
HE Hawaiian Electric Inds Sold out 0.00% −0.14
QUAL iShares MSCI USA Quality Fac Reduce -6.6% 2.08% −0.13
USMV iShares MSCI USA Min Vol Fac Sold out 0.00% −0.13
IEI iShares 3-7 Year Treasury Bo Sold out 0.00% −0.12
EEM iShares MSCI Emerging Market Reduce -7.2% 0.64% −0.11
HYS PIMCO 0-5 Year H/Y Corp. Bond Reduce -3.1% 0.69% −0.10
IWR iShares Russell Mid-Cap ETF Reduce -0.8% 2.96% −0.09
VOO Vanguard S&P 500 ETF Reduce -3.2% 2.34% −0.09
UNH Unitedhealth Group Inc. Reduce -6.2% 0.29% −0.07
IVLU iShares MSCI International V Reduce -11.0% 0.35% −0.06
FBND Fidelity Total Bond ETF Reduce -2.9% 0.36% −0.06
IGF iShares Global Infrastructur Reduce -14.8% 0.16% −0.05
SPGI S&P Global Inc. Reduce -0.3% 0.30% −0.04
JNJ Johnson & Johnson Reduce -3.8% 0.27% −0.04
IEV iShares Europe ETF Reduce -8.7% 0.24% −0.04
ZROZ PIMCO 25+ YR Zero CPN US Tif Reduce -3.8% 0.15% −0.04
AVEM Avantis Emerging Markets Eq Reduce -0.5% 0.38% −0.03
VUG Vanguard Mrngstar GR ETF-Sui Reduce -5.0% 0.58% −0.03
IJR iShares Core S&P Small-Cap E Reduce -1.6% 0.28% −0.03
IEFA iShares Core MSCI Eafe ETF Reduce -1.6% 0.44% −0.03
EAGG iShares ESG Aware US Aggrega Reduce -6.3% 0.12% −0.02
IWB iShares Russell 1000 ETF Reduce -1.9% 0.81% −0.02
IJH iShares Core S&P Midcap ETF Reduce -5.0% 0.35% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Reduce -1.6% 0.63% −0.02
IWO iShares Russell 2000 Growth Reduce -0.8% 0.48% −0.02
CTRA Coterra Energy Inc. Reduce -13.8% 0.10% −0.02
STE Steris PLC Reduce -0.9% 0.17% −0.02
ITOT iShares Core S&P Total U.S. Reduce -0.9% 0.75% −0.02
GOOG Alphabet Inc. Class C Reduce -2.9% 0.25% −0.01
ACWI iShares MSCI Acwi ETF Reduce -2.9% 0.22% −0.01
IUSV iShares Core S&P U.S. Value Reduce -0.5% 0.28% −0.01
CME Cme Group Inc. Reduce -1.4% 0.10% −0.01
LCTU iShares U.S. Carbon Transiti Reduce -4.2% 0.18% −0.01

Portfolio Buys Q4 2023 → Q1 2024
DYNF Ishrs US E F R A ETF-Usd Inc. New 1.94% +1.94
IVE iShares S&P 500 Value ETF New 1.32% +1.32
NVDA Nvidia Corp. Add +3.3% 2.80% +1.15
IVW iShares S&P 500 Growth ETF Add +160.9% 1.53% +0.95
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +24.4% 7.59% +0.76
HEFA Isha Curr Hedged MSCI Eafe New 0.65% +0.65
BINC iShares Flex I A ETF-Usd Inc. New 0.53% +0.53
VTI VG Morningstar TS MKT ETF-US New 0.40% +0.40
EMXC iShares MSCI Emr MRK Ex Chna Add +118.1% 0.60% +0.31
VXUS Vanguard Total Intl Stock New 0.24% +0.24
AMZN Amazon.com Inc. Add +17.2% 0.99% +0.20
META Meta Platforms Inc. Class A Add +2.4% 0.69% +0.15
TGT Target Corp. New 0.12% +0.12
PXD Pioneer Natural Resources Co. New 0.12% +0.12
MSFT Microsoft Corp. Add +5.4% 1.96% +0.12
BAC Bank of America Corp. New 0.12% +0.12
DIS The Walt Disney Co. New 0.11% +0.11
CVX Chevron Corp. New 0.11% +0.11
RTX RTX Corp. New 0.11% +0.11
GRMN Garmin Ltd. New 0.11% +0.11
MCD McDonald's Corp. New 0.11% +0.11
CRM Salesforce Inc. New 0.11% +0.11
STWD Starwood Property Trust Inc. New 0.10% +0.10
M D C HLDGS INC New 0.10% +0.10
AGR Avangrid Inc. New 0.10% +0.10
SPYX SS SPDR S&P 500 Foss FL ETF New 0.10% +0.10
USXF iShares ESG Advance MSCI USA New 0.10% +0.10
SUSA iShares ESG Optimized MSCI U New 0.10% +0.10
SUSL iShares ESG MSCI USA Leaders New 0.10% +0.10
TROW T Rowe Price Group Inc. New 0.10% +0.10
ISRG Intuitive Surgical Inc. New 0.10% +0.10
EMB iShares JP Morgan Usd Emergi Add +65.6% 0.28% +0.09
LLY Eli Lilly & Co. Add +5.4% 0.42% +0.09
BAB Invesco Taxable Municipal Bo Add +98.4% 0.20% +0.09
PFE Pfizer Inc. Add +73.7% 0.22% +0.08
IXC iShares Global Energy ETF Add +33.5% 0.27% +0.06
AMCR Amcor PLC New 0.06% +0.06
AVGO Broadcom Inc. Add +7.1% 0.37% +0.05
AMD Advanced Micro Devices Add +7.1% 0.28% +0.04
VZ Verizon Communications Inc. Add +9.7% 0.45% +0.04
NFLX Netflix Inc. Add +1.0% 0.31% +0.04
BRK.B Berkshire Hathaway Inc. Class B Add +3.9% 0.35% +0.03
MRK Merck & Co. Inc. Add +4.0% 0.26% +0.03
QCOM Qualcomm Inc. Add +5.3% 0.30% +0.03
IBM Intl Business Machines Corp. Add +1.6% 0.44% +0.03
ORCL Oracle Corp. Add +9.5% 0.19% +0.03
AMAT Applied Materials Inc. Add +2.5% 0.19% +0.03
SYK Stryker Corp. Add +1.1% 0.33% +0.03
ASML ASML Holding NV-NY Reg SHS Add +8.4% 0.14% +0.03
KO The Coca-Cola Co. Add +25.8% 0.17% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 227$383.2MIVV, IUSB, NVDA, SPY, IWR
Q1 2026 216$333.2MIVV, IUSB, NVDA, SPY, IWR
Q4 2025 217$334.5MIVV, IUSB, NVDA, SPY, IWR
Q3 2025 217$310.8MIVV, IUSB, NVDA, IWR, SPY
Q2 2025 209$289.4MIVV, IUSB, NVDA, IWR, ISTB
Q1 2025 199$262.2MIVV, IUSB, IWR, ISTB, NVDA
Q4 2024 207$261.7MIVV, IUSB, NVDA, IWR, AAPL
Q3 2024 201$258.2MIVV, IUSB, IWR, NVDA, ISTB
Q2 2024 158$215.0MIVV, IUSB, NVDA, ISTB, IWR
Q1 2024 164$209.0MIVV, IUSB, IWR, ISTB, NVDA