Integral Investment Advisors, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Integral Investment Advisors, Inc. reported 176 stock positions worth $403.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 9.2% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 3.8%) and Vanguard Dividend Apprec ETF (VIG, 3.8%). Compared with Q3 2025, it opened 17 new positions, sold out of 4, added to 89 and reduced 40. The biggest buy was a new position in Schwab US Large-Cap Growth (SCHG) and the biggest sale iShares Bitcoin Trust ETF (IBIT, shares −1%).

Most Recent 13F
Q2 2026
Location
TURLOCK, CA
CIK
0001902826
Portfolio Value
$403.3M (Q4 2025)
SEC Filing
0001902826-26-000001 ↗ filed Feb 6, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $241.6M Q1 2024 Q2 2024: $271.2M Q2 2024 Q3 2024: $367.0M Q3 2024 Q4 2024: $308.8M Q4 2024 Q1 2025: $313.3M Q1 2025 Q2 2025: $350.4M Q2 2025 Q3 2025: $371.1M Q3 2025 Q4 2025: $403.3M $403.3M Q4 2025 Q1 2026: $401.5M Q1 2026 Q2 2026: $454.0M Q2 2026

Holdings 176 stocks · $403.3M
VOO Vanguard S&P 500 ETF 9.24% 59,419 $37.3M Add +3.4%
QQQ Invesco QQQ Trust Series 1 3.84% 25,218 $15.5M Reduce -0.9%
VIG Vanguard Dividend Apprec ETF 3.77% 69,213 $15.2M Add +2.4%
VUG Vanguard Mrngstar GR ETF-Sui 3.59% 29,681 $14.5M Add +0.1%
BJAN Innovator U.S. Equity Buffer 3.59% 262,967 $14.5M Add +4.8%
BJUL Innovator U.S. Equity Buffer 3.55% 282,004 $14.3M Add +4.9%
BOCT Innovator U.S. Equity Buffer 3.50% 285,759 $14.1M Add +7.0%
BAPR Innovator U.S. Equity Buffer 3.44% 288,809 $13.9M Add +5.6%
AAPL Apple Inc. 3.20% 47,406 $12.9M Add +6.0%
SPIB SS SPDR P Int C Corp. ETF 3.13% 373,919 $12.6M Add +4.0%
VB Vanguard Most SM-Cap ETF-Usd 3.01% 47,077 $12.1M Add +1.7%
FPEI First Trust Institutional PR 2.90% 602,697 $11.7M Add +2.5%
SLQD iShares 0-5 YR Inv GRD Corp. 2.64% 210,207 $10.7M Add +5.2%
SCHD Schwab US DVD Equity ETF 2.60% 382,443 $10.5M Add +10.4%
GOOGL Alphabet Inc. Class A 2.08% 26,843 $8.4M Reduce -1.4%
NVDA Nvidia Corp. 1.80% 38,977 $7.3M Add +20.9%
VTI VG Morningstar TS MKT ETF-US 1.80% 21,605 $7.2M Add +5.1%
XLK SS Technology Select Sector 1.67% 46,723 $6.7M Add +2.7%
MSFT Microsoft Corp. 1.59% 13,301 $6.4M Add +15.0%
JPST JPMorgan Ultra-Short Income 1.29% 102,501 $5.2M Add +3.4%
JPM JPMorgan Chase & Co. 1.23% 15,336 $4.9M Add +2.9%
LLY Eli Lilly & Co. 1.09% 4,075 $4.4M Add +3.7%
AMZN Amazon.com Inc. 1.04% 18,130 $4.2M Add +11.7%
ICSH iShares Ultra Short Duration 1.02% 81,038 $4.1M Add +34.6%
META Meta Platforms Inc. Class A 0.95% 5,808 $3.8M Add +5.7%
JNJ Johnson & Johnson 0.86% 16,828 $3.5M Reduce -1.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.80% 4,704 $3.2M Add +4.2%
AVGO Broadcom Inc. 0.70% 8,137 $2.8M Add +26.6%
IBIT iShares Bitcoin Trust ETF 0.68% 54,974 $2.7M Reduce -1.3%
CVX Chevron Corp. 0.62% 16,475 $2.5M Add +3.4%
COST Costco Wholesale Corp. 0.62% 2,884 $2.5M Add +5.1%
PFFV Global X Variable Rate Pref 0.61% 110,452 $2.5M Add +7.3%
GOOG Alphabet Inc. Class C 0.61% 7,816 $2.5M Add +53.1%
PANW Palo Alto Networks Inc. 0.61% 13,280 $2.4M Add +4.4%
V Visa Inc. Class A 0.60% 6,913 $2.4M Add +17.8%
BSEP Innovator U.S. Equity Buffer 0.58% 47,537 $2.3M Reduce -0.2%
TSLA Tesla Inc. 0.58% 5,172 $2.3M Reduce -4.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.52% 18,300 $2.1M Add +5.0%
BALT Inn Defined Wealth Shield 0.51% 61,975 $2.1M Add +11.7%
VYMI Vanguard Int High DVD YLD Inc. 0.51% 22,821 $2.1M Add +1.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.49% 36,242 $2.0M Add +7.6%
JEPI JPMorgan Equity Premium Inco 0.49% 34,785 $2.0M Reduce -0.5%
QCOM Qualcomm Inc. 0.47% 11,031 $1.9M Add +12.4%
MCD McDonald's Corp. 0.46% 6,113 $1.9M Add +0.9%
FISV Fiserv Inc. 0.45% 27,311 $1.8M Add +219.5%
SCHG Schwab US Large-Cap Growth 0.45% 56,025 $1.8M New
HON Honeywell International Inc. 0.43% 8,948 $1.7M Add +20.4%
COF Capital One Financial Corp. 0.43% 7,133 $1.7M Reduce -2.9%
BMAY Innovator U.S. Equity Buffer 0.42% 37,478 $1.7M No change
ARKK ARK Innovation ETF 0.41% 21,737 $1.7M Reduce -0.5%
BMAR Innovator U.S. Equity Buffer 0.40% 30,365 $1.6M Reduce -0.3%
BFEB Innovator U.S. Equity Buffer 0.40% 33,087 $1.6M Reduce -0.2%
BDEC Innovator U.S. Equity Buffer 0.40% 32,384 $1.6M No change
FCAL First Trust California Munic 0.40% 32,505 $1.6M Add +6.0%
TMO Thermo Fisher Scientific Inc. 0.40% 2,762 $1.6M Add +16.7%
LOW Lowe's Cos Inc. 0.40% 6,608 $1.6M Add +6.4%
BJUN Innovator U.S. Equity Buffer 0.39% 33,710 $1.6M No change
BAUG Innovator U.S. Equity Buffer 0.39% 31,357 $1.6M Reduce -0.2%
PG The Procter & Gamble Co. 0.39% 10,910 $1.6M Add +14.8%
SCHI Schwab 5-10 Year Corporate B 0.38% 67,281 $1.5M Add +24.7%
ADBE Adobe Inc. 0.35% 4,027 $1.4M Add +6.7%
BNOV Innovator U.S. Equity Buffer 0.33% 30,285 $1.3M Add +12.2%
SPGP Invesco S&P 500 Garp ETF 0.32% 11,454 $1.3M Reduce -0.3%
VYM Vanguard High DVD Yield ETF 0.32% 8,890 $1.3M Reduce -0.8%
ETN Eaton Corp. PLC 0.29% 3,691 $1.2M No change
BRK.B Berkshire Hathaway Inc. Class B 0.29% 2,331 $1.2M Add +21.0%
ORCL Oracle Corp. 0.29% 5,932 $1.2M Add +7.0%
VHT Vanguard Health Care ETF 0.27% 3,782 $1.1M Add +1.2%
HD Home Depot Inc. 0.27% 3,121 $1.1M Add +18.2%
WMT Walmart Inc. 0.26% 9,514 $1.1M Reduce -11.9%
XLV SS Health Care Select Sector 0.26% 6,764 $1.0M Add +6.4%
DE Deere & Co. 0.24% 2,049 $954K Add +0.5%
SCHW Schwab (charles) Corp. 0.23% 9,257 $925K Add +26.8%
CSCO Cisco Systems Inc. 0.23% 11,781 $907K Add +22.5%
VCIT Vanguard Int-Term Corporate 0.22% 10,575 $886K No change
BLK BlackRock Inc. 0.22% 827 $885K Add +3.8%
SYK Stryker Corp. 0.21% 2,436 $856K Add +0.2%
XLY SS Consumer Disc Select Sect 0.21% 6,959 $831K Reduce -4.3%
IVV iShares Core S&P 500 ETF 0.20% 1,172 $803K No change
VEA Vanguard Ftse Developed ETF 0.19% 12,453 $778K Add +20.4%
BRK.A Berkshire Hathaway Inc. Class A 0.19% 1 $755K No change
SCHF Schwab Intl Equity ETF 0.18% 30,640 $737K No change
GLW Corning Inc. 0.18% 8,412 $737K Reduce -3.7%
PEP Pepsico Inc. 0.18% 5,097 $732K Add +2.4%
VGT Vanguard Info Tech ETF 0.18% 958 $722K No change
IJR iShares Core S&P Small-Cap E 0.17% 5,824 $700K Add +6.0%
PFFD Global X US Preferred ETF 0.17% 36,991 $700K Add +3.2%
XOM Exxon Mobil Corp. 0.17% 5,550 $668K Add +42.5%
SCHA Schwab US Small-Cap ETF 0.16% 22,740 $648K Reduce -6.9%
SCHH Schwab US REIT ETF 0.16% 30,657 $640K Reduce -10.8%
QUAL iShares MSCI USA Quality Fac 0.16% 3,217 $639K No change
WFC Wells Fargo & Co. 0.16% 6,782 $632K Add +49.5%
UNP Union Pacific Corp. 0.15% 2,686 $621K Reduce -21.2%
NFLX Netflix Inc. 0.14% 6,236 $585K Reduce -1.9%
IAU iShares Gold Trust 0.14% 7,192 $584K No change
BUFF Innovator Laddered Allocatio 0.14% 11,629 $580K Add +20.8%
BX Blackstone Inc. 0.14% 3,732 $575K Add +19.5%
ABBV Abbvie Inc. 0.14% 2,473 $565K Add +52.0%
GILD Gilead Sciences Inc. 0.14% 4,577 $562K Add +11.4%
LRCX Lam Research Corp. 0.14% 3,278 $561K Add +95.7%
ZTS Zoetis Inc. 0.13% 4,229 $532K Add +36.6%
XLF SS Financial Select Sector 0.13% 9,702 $531K Add +5.5%
C Citigroup Inc. 0.13% 4,513 $527K Add +119.7%
NEE Nextera Energy Inc. 0.13% 6,461 $519K Reduce -4.4%
IWM iShares Russell 2000 ETF 0.13% 2,062 $508K Reduce -28.3%
ESGV Vanguard ESG US Stock ETF 0.12% 4,070 $492K Reduce -4.9%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.12% 2,675 $475K Add +28.9%
XLP SS Consumer Staples Sel Sect 0.12% 6,058 $471K Reduce -3.4%
BUFB Innovator Ladd Allo Buff ETF 0.11% 12,650 $463K Add +21.6%
MA Mastercard Inc. Class A 0.11% 811 $463K Add +25.4%
MU Micron Technology Inc. 0.11% 1,547 $442K New
CMCSA Comcast Corp. Class A 0.11% 14,260 $426K Reduce -5.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.10% 2,199 $420K No change
RTX RTX Corp. 0.10% 2,271 $416K New
T AT&T Inc. 0.10% 16,675 $414K Add +12.3%
HYMB SS SPDR N Ice HY Muni ETF 0.10% 16,550 $413K No change
FSLR First Solar Inc. 0.10% 1,578 $412K Reduce -4.0%
GLD SPDR Gold Shares 0.10% 1,033 $409K Add +66.3%
USB US Bancorp 0.10% 7,580 $404K No change
TWLO Twilio Inc. Class A 0.10% 2,843 $404K No change
DES Wisdomtree US Smallcap Divid 0.10% 11,580 $387K No change
VTEC Vanguard Ca Tax-Ex Bond 0.10% 3,850 $386K Add +32.8%
LHX L3HARRIS Technologies Inc. 0.09% 1,299 $381K Add +0.1%
SCYB Schwab High Yield Bond ETF 0.09% 14,406 $381K Add +18.7%
VFH Vanguard Financials ETF 0.09% 2,835 $378K No change
KMB Kimberly-Clark Corp. 0.09% 3,718 $375K Add +1.0%
UNH Unitedhealth Group Inc. 0.09% 1,135 $375K Add +14.7%
ABT Abbott Laboratories 0.09% 2,958 $371K Add +30.0%
PH Parker Hannifin Corp. 0.09% 419 $368K Reduce -11.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 1,227 $364K No change
VZ Verizon Communications Inc. 0.09% 8,630 $351K Reduce -18.3%
AMGN Amgen Inc. 0.09% 1,073 $351K Add +15.9%
JBBB Janus Henderson B-BBB Clo Et 0.09% 7,361 $351K No change
KMI Kinder Morgan Inc. 0.09% 12,712 $349K New
VBK Van Morst SML-Cap Gro-Usd Inc. 0.09% 1,135 $343K Add +32.0%
PAPR Innovator U.S. Equity Power 0.08% 8,685 $340K Reduce -1.7%
CAT Caterpillar Inc. 0.08% 587 $336K Add +11.0%
EFV iShares MSCI Eafe Value ETF 0.08% 4,700 $336K Reduce -6.0%
ISRG Intuitive Surgical Inc. 0.08% 574 $325K New
VWO Vanguard Ftse Emerging Marke 0.08% 5,862 $315K No change
PM Philip Morris International 0.08% 1,950 $313K No change
GS Goldman Sachs Group Inc. 0.07% 341 $299K New
NOW ServiceNow Inc. 0.07% 1,945 $298K Add +2.6%
XLI SS Industrial Select Sector 0.07% 1,918 $298K Add +4.3%
CSX CSX Corp. 0.07% 7,800 $283K No change
IJH iShares Core S&P Midcap ETF 0.07% 4,230 $279K Add +7.8%
TXN Texas Instruments Inc. 0.07% 1,593 $276K No change
COP Conocophillips 0.07% 2,938 $275K Add +33.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.06% 1,237 $262K Reduce -23.3%
IWR iShares Russell Mid-Cap ETF 0.06% 2,706 $261K No change
AMD Advanced Micro Devices 0.06% 1,193 $255K New
ITW Illinois Tool Works 0.06% 1,033 $254K Reduce -7.8%
PFE Pfizer Inc. 0.06% 10,218 $254K Reduce -11.6%
BHP BHP Group Ltd.-Spon ADR 0.06% 4,180 $252K Reduce -2.5%
FCOM Fidelity MSCI Comm Serv Indx 0.06% 3,420 $251K New
PLTR Palantir Technologies Inc. Class A 0.06% 1,404 $250K Reduce -1.1%
ABNB Airbnb Inc. Class A 0.06% 1,798 $244K Add +7.2%
WM Waste Management Inc. 0.06% 1,110 $244K New
XBI SS SPDR S&P Biotech ETF 0.06% 2,000 $244K No change
LUV Southwest Airlines Co. 0.06% 5,900 $244K New
IWB iShares Russell 1000 ETF 0.06% 652 $243K No change
MRK Merck & Co. Inc. 0.06% 2,303 $242K New
WMB Williams Cos Inc. 0.06% 4,024 $242K New
PMAR Innovator U.S. Equity Power 0.06% 5,325 $239K New
PJUL Innovator U.S. Equity Power 0.06% 5,085 $236K Reduce -3.3%
PJAN Innovator U.S. Equity Power 0.06% 4,905 $231K Reduce -3.4%
POCT Innovator U.S. Equity Power 0.06% 5,135 $226K Reduce -2.8%
VCR Vanguard Consumer Discre ETF 0.05% 561 $221K No change
VEU Vanguard Ftse All-World Ex-U 0.05% 3,000 $221K No change
MMM 3M Co. 0.05% 1,365 $219K New
ZJAN Innovator Edp ETF - 1Y Jan 0.05% 7,850 $215K No change
CEG Constellation Energy 0.05% 607 $214K New
KO The Coca-Cola Co. 0.05% 3,020 $211K Reduce -0.2%
FNDA Schwab Fndmntl US SM Co. ETF 0.05% 6,592 $208K No change
PWR Quanta Services Inc. 0.05% 485 $205K New
MIST Milestone Pharmaceuticals Inc. 0.01% 10,000 $20K New

Portfolio Sells Q3 2025 → Q4 2025
IBIT iShares Bitcoin Trust ETF Reduce -1.3% 0.68% −0.30
QQQ Invesco QQQ Trust Series 1 Reduce -0.9% 3.84% −0.28
ARKK ARK Innovation ETF Reduce -0.5% 0.41% −0.09
SMCI Super Micro Computer Inc. Sold out 0.00% −0.08
TSLA Tesla Inc. Reduce -4.6% 0.58% −0.07
UNP Union Pacific Corp. Reduce -21.2% 0.15% −0.06
IWM iShares Russell 2000 ETF Reduce -28.3% 0.13% −0.06
NFLX Netflix Inc. Reduce -1.9% 0.14% −0.06
DIOD Diodes Inc. Sold out 0.00% −0.06
CLX Clorox Company Sold out 0.00% −0.06
JEPI JPMorgan Equity Premium Inco Reduce -0.5% 0.49% −0.04
SCHH Schwab US REIT ETF Reduce -10.8% 0.16% −0.04
BSEP Innovator U.S. Equity Buffer Reduce -0.2% 0.58% −0.04
VZ Verizon Communications Inc. Reduce -18.3% 0.09% −0.04
WMT Walmart Inc. Reduce -11.9% 0.26% −0.04
XLY SS Consumer Disc Select Sect Reduce -4.3% 0.21% −0.03
SPGP Invesco S&P 500 Garp ETF Reduce -0.3% 0.32% −0.03
TIDAL TRUST II Sold out 0.00% −0.03
BAUG Innovator U.S. Equity Buffer Reduce -0.2% 0.39% −0.03
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -23.3% 0.06% −0.03
VYM Vanguard High DVD Yield ETF Reduce -0.8% 0.32% −0.02
BMAR Innovator U.S. Equity Buffer Reduce -0.3% 0.40% −0.02
BFEB Innovator U.S. Equity Buffer Reduce -0.2% 0.40% −0.02
SCHA Schwab US Small-Cap ETF Reduce -6.9% 0.16% −0.02
CMCSA Comcast Corp. Class A Reduce -5.5% 0.11% −0.02
PFE Pfizer Inc. Reduce -11.6% 0.06% −0.02
XLP SS Consumer Staples Sel Sect Reduce -3.4% 0.12% −0.02
ITW Illinois Tool Works Reduce -7.8% 0.06% −0.02
ESGV Vanguard ESG US Stock ETF Reduce -4.9% 0.12% −0.01
GLW Corning Inc. Reduce -3.7% 0.18% −0.01
NEE Nextera Energy Inc. Reduce -4.4% 0.13% −0.01
EFV iShares MSCI Eafe Value ETF Reduce -6.0% 0.08% −0.01
PLTR Palantir Technologies Inc. Class A Reduce -1.1% 0.06% −0.01
PAPR Innovator U.S. Equity Power Reduce -1.7% 0.08% −0.01
PJUL Innovator U.S. Equity Power Reduce -3.3% 0.06% −0.01
PJAN Innovator U.S. Equity Power Reduce -3.4% 0.06% −0.01
POCT Innovator U.S. Equity Power Reduce -2.8% 0.06% −0.01
PH Parker Hannifin Corp. Reduce -11.0% 0.09% −0.00
BHP BHP Group Ltd.-Spon ADR Reduce -2.5% 0.06% −0.00
KO The Coca-Cola Co. Reduce -0.2% 0.05% −0.00
FSLR First Solar Inc. Reduce -4.0% 0.10% +0.00
COF Capital One Financial Corp. Reduce -2.9% 0.43% +0.01
JNJ Johnson & Johnson Reduce -1.3% 0.86% +0.01
GOOGL Alphabet Inc. Class A Reduce -1.4% 2.08% +0.30

Portfolio Buys Q3 2025 → Q4 2025
SCHG Schwab US Large-Cap Growth New 0.45% +0.45
LLY Eli Lilly & Co. Add +3.7% 1.09% +0.28
GOOG Alphabet Inc. Class C Add +53.1% 0.61% +0.27
ICSH iShares Ultra Short Duration Add +34.6% 1.02% +0.19
NVDA Nvidia Corp. Add +20.9% 1.80% +0.18
FISV Fiserv Inc. Add +219.5% 0.45% +0.16
AAPL Apple Inc. Add +6.0% 3.20% +0.13
AVGO Broadcom Inc. Add +26.6% 0.70% +0.13
MU Micron Technology Inc. New 0.11% +0.11
RTX RTX Corp. New 0.10% +0.10
TMO Thermo Fisher Scientific Inc. Add +16.7% 0.40% +0.09
KMI Kinder Morgan Inc. New 0.09% +0.09
ISRG Intuitive Surgical Inc. New 0.08% +0.08
LRCX Lam Research Corp. Add +95.7% 0.14% +0.08
AMZN Amazon.com Inc. Add +11.7% 1.04% +0.08
C Citigroup Inc. Add +119.7% 0.13% +0.07
GS Goldman Sachs Group Inc. New 0.07% +0.07
AMD Advanced Micro Devices New 0.06% +0.06
FCOM Fidelity MSCI Comm Serv Indx New 0.06% +0.06
V Visa Inc. Class A Add +17.8% 0.60% +0.06
LUV Southwest Airlines Co. New 0.06% +0.06
WM Waste Management Inc. New 0.06% +0.06
MRK Merck & Co. Inc. New 0.06% +0.06
WMB Williams Cos Inc. New 0.06% +0.06
PMAR Innovator U.S. Equity Power New 0.06% +0.06
MMM 3M Co. New 0.05% +0.05
WFC Wells Fargo & Co. Add +49.5% 0.16% +0.05
SCHD Schwab US DVD Equity ETF Add +10.4% 2.60% +0.05
CEG Constellation Energy New 0.05% +0.05
PWR Quanta Services Inc. New 0.05% +0.05
CSCO Cisco Systems Inc. Add +22.5% 0.23% +0.05
SCHI Schwab 5-10 Year Corporate B Add +24.7% 0.38% +0.05
XOM Exxon Mobil Corp. Add +42.5% 0.17% +0.05
GLD SPDR Gold Shares Add +66.3% 0.10% +0.04
SCHW Schwab (charles) Corp. Add +26.8% 0.23% +0.04
ABBV Abbvie Inc. Add +52.0% 0.14% +0.04
BRK.B Berkshire Hathaway Inc. Class B Add +21.0% 0.29% +0.03
QCOM Qualcomm Inc. Add +12.4% 0.47% +0.03
BAC Bank of America Corp. Add +7.6% 0.49% +0.03
VEA Vanguard Ftse Developed ETF Add +20.4% 0.19% +0.03
BALT Inn Defined Wealth Shield Add +11.7% 0.51% +0.02
XLV SS Health Care Select Sector Add +6.4% 0.26% +0.02
VOE Vngrd Mrngstr MD-Cap Val ETF Add +28.9% 0.12% +0.02
VTEC Vanguard Ca Tax-Ex Bond Add +32.8% 0.10% +0.02
BNOV Innovator U.S. Equity Buffer Add +12.2% 0.33% +0.02
BUFF Innovator Laddered Allocatio Add +20.8% 0.14% +0.02
AMGN Amgen Inc. Add +15.9% 0.09% +0.02
GILD Gilead Sciences Inc. Add +11.4% 0.14% +0.02
BOCT Innovator U.S. Equity Buffer Add +7.0% 3.50% +0.02
VBK Van Morst SML-Cap Gro-Usd Inc. Add +32.0% 0.09% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 181$454.0MVOO, QQQ, VIG, VUG, BAPR
Q1 2026 173$401.5MVOO, VIG, QQQ, BAPR, BJUL
Q4 2025 176$403.3MVOO, QQQ, VIG, VUG, BJAN
Q3 2025 163$371.1MVOO, QQQ, VIG, VUG, BJUL
Q2 2025 156$350.4MVOO, SPIB, QQQ, VIG, VUG
Q1 2025 154$313.3MVOO, SPIB, VIG, BJAN, BJUL
Q4 2024 153$308.8MVOO, SPIB, VIG, QQQ, BJAN
Q3 2024 155$367.0MBRK.A, VOO, SPIB, VIG, QQQ
Q2 2024 149$271.2MVOO, SPIB, QQQ, BJAN, BJUL
Q1 2024 146$241.6MVOO, SPIB, BJUL, BJAN, BOCT