International Private Wealth Advisors LLC

Name: International Private Wealth Advisors LLC 13F holdings, Q2 2026
Creator: International Private Wealth Advisors LLC
Published: 2026-08-07

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), International Private Wealth Advisors LLC reported 160 stock positions worth $194.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 6.0% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 5.0%) and iShares 20+ Year Treasury BD (TLT, 3.8%). Compared with Q1 2026, it opened 26 new positions, sold out of 18, added to 70 and reduced 58. The biggest buy was iShares MBS ETF (MBB, shares +136%) and the biggest sale iShares 3-7 Year Treasury Bo (IEI, shares −26%).

Most Recent 13F: Q2 2026
Location: SAN DIEGO, CA
CIK: 0002022637
Portfolio Value: $194.3M (Q2 2026)
SEC Filing: 0001951757-26-001161 ↗ filed Aug 7, 2026

Holdings Value

Holdings 160 stocks · $194.3M


SPY SS SPDR S&P 500 ETF Trust-US	5.95%	15,488	$11.6M	Add +3.1%
DFAU Dimensional US Core Equity M	4.98%	187,100	$9.7M	Add +0.6%
TLT iShares 20+ Year Treasury BD	3.79%	85,097	$7.4M	Add +38.3%
AAPL Apple Inc.	3.04%	20,436	$5.9M	Add +17.8%
MBB iShares MBS ETF	2.77%	56,994	$5.4M	Add +135.9%
AMZN Amazon.com Inc.	2.67%	21,792	$5.2M	Add +14.3%
SPDW Ste STR SPDR PT DW Eu ETF	2.53%	97,716	$4.9M	Reduce -13.1%
DFGP Dimensional GLBL Core PL Fix	2.41%	85,888	$4.7M	Add +2.0%
XLSR SS US Sector Rotation	2.29%	68,536	$4.4M	Reduce -2.2%
MSFT Microsoft Corp.	2.26%	11,766	$4.4M	Add +41.0%
NVDA Nvidia Corp.	2.20%	21,397	$4.3M	Add +33.1%
SPYM Ste STR SPDR PT S&P 500 ETF	2.19%	48,511	$4.3M	Add +1.8%
COST Costco Wholesale Corp.	2.14%	4,452	$4.2M	Add +20.9%
DFCF Dimensional Core Fixed Inc.	2.13%	97,878	$4.1M	Add +2.8%
IEI iShares 3-7 Year Treasury Bo	1.90%	31,467	$3.7M	Reduce -25.6%
CERY SS SPDR BBG En RY CM St N-Ui	1.88%	109,387	$3.7M	Reduce -0.6%
ABBV Abbvie Inc.	1.86%	14,379	$3.6M	Add +38.2%
GOOG Alphabet Inc. Class C	1.80%	9,903	$3.5M	Add +13.1%
LLY Eli Lilly & Co.	1.51%	2,450	$2.9M	Add +11.3%
QQQ Invesco QQQ Trust Series 1	1.37%	3,610	$2.7M	Reduce -0.1%
DFAT Dimensional US Target Value	1.26%	35,048	$2.4M	Add +0.7%
DUHP Dimensional US High Profi Et	1.21%	56,340	$2.4M	Add +1.2%
SPEM State Street SP PTF Em ETF	1.20%	45,012	$2.3M	Add +5.9%
DFAI Dimensional International Co.	1.12%	52,567	$2.2M	Add +1.1%
IJR iShares Core S&P Small-Cap E	1.09%	14,305	$2.1M	Add +1.4%
SPAB SS SPDR P Agg Bond ETF	1.01%	77,205	$2.0M	Reduce -6.3%
AVGO Broadcom Inc.	1.00%	5,161	$1.9M	Add +247.5%
PLTR Palantir Technologies Inc. Class A	1.00%	16,694	$1.9M	Add +106.5%
DYFI Idx Dynamic Fixed Income ETF	0.97%	82,668	$1.9M	Reduce -2.5%
FISR SS Fi Sector Rotation	0.95%	71,825	$1.8M	Reduce -15.3%
AGG iShares Core U.S. Aggregate	0.92%	18,144	$1.8M	Add +111.2%
RTX RTX Corp.	0.92%	9,395	$1.8M	Add +198.0%
IEMG iShares Core MSCI Emerging	0.90%	21,107	$1.7M	Add +4.8%
IJH iShares Core S&P Midcap ETF	0.89%	22,304	$1.7M	Reduce -1.5%
GEV GE Vernova Inc.	0.88%	1,452	$1.7M	Reduce -12.7%
VZ Verizon Communications Inc.	0.88%	40,263	$1.7M	Add +19.1%
JPM JPMorgan Chase & Co.	0.80%	4,750	$1.6M	Add +62.2%
WMT Walmart Inc.	0.77%	13,168	$1.5M	Add +28.8%
GLD SPDR Gold Shares	0.74%	3,906	$1.4M	Add +5.4%
VRT Vertiv Holdings Co. Class A	0.73%	4,223	$1.4M	New
AEP American Electric Power	0.72%	10,170	$1.4M	Add +221.8%
OKE Oneok Inc.	0.71%	15,944	$1.4M	Add +397.0%
BLK BlackRock Inc.	0.64%	1,283	$1.2M	Add +23.0%
SPTL SS SPDR PF LNG TRM TSY E-Usd	0.62%	45,990	$1.2M	Add +15.7%
SPSM SS SPDR P S&P 600 Small Cap	0.51%	17,319	$999K	Reduce -5.6%
JNK SS SPDR BB High Yield Bond	0.51%	10,304	$993K	Add +148.1%
BXSL Blackstone Secured Lending F	0.48%	39,296	$932K	New
KMI Kinder Morgan Inc.	0.48%	29,058	$929K	Add +11.8%
META Meta Platforms Inc. Class A	0.48%	1,646	$927K	Reduce -3.6%
SHY iShares 1-3 Year Treasury Bo	0.45%	10,730	$881K	Add +159.4%
DFEV Dimensional Emrg MRKT Val	0.44%	20,120	$858K	Add +0.0%
SCHX Schwab US Large-Cap ETF	0.43%	28,714	$845K	Reduce -0.3%
DFAE Dimensional Emerging Core Eq	0.42%	20,438	$822K	Add +0.2%
ALLW State Street Brgwtr All WTHR	0.42%	28,005	$820K	Reduce -1.2%
KMB Kimberly-Clark Corp.	0.39%	6,972	$765K	New
SPMD SS SPDR P S&P 400 Midcap ETF	0.38%	11,038	$746K	Reduce -3.5%
IEF iShares 7-10 Year Treasury B	0.38%	7,826	$740K	Add +83.5%
TSLA Tesla Inc.	0.36%	1,685	$709K	Add +1.6%
DFIV Dimensional International Va	0.36%	13,104	$708K	Add +0.9%
IBIT iShares Bitcoin Trust ETF	0.36%	21,191	$705K	Reduce -1.0%
DIHP Dimensional International Hi	0.36%	20,282	$692K	Add +1.1%
LQD Ishr Ibx Usd Invgd CB ETF-Ui	0.36%	6,332	$691K	Reduce -10.3%
BSV Vanguard Short-Term Bond ETF	0.35%	8,823	$687K	Reduce -2.2%
TIP iShares Tips Bond ETF	0.34%	5,954	$652K	Add +64.8%
EMHC SS SPDR BB Em Usd Bond ETF	0.33%	25,148	$640K	Add +5.5%
MO Altria Group Inc.	0.33%	8,873	$638K	Add +19.9%
QUAL iShares MSCI USA Quality Fac	0.32%	2,832	$621K	Reduce -0.1%
SRLN SS Blackstone Sr Loan ETF	0.32%	15,280	$616K	Add +6.2%
SCHM Schwab US Mid Cap ETF	0.32%	16,662	$614K	No change
APLD Applied Digital Corp.	0.31%	16,376	$611K	New
VCIT Vanguard Int-Term Corporate	0.31%	7,354	$608K	No change
IEFA iShares Core MSCI Eafe ETF	0.30%	6,001	$580K	Reduce -1.8%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC	0.30%	5,080	$577K	Reduce -15.4%
GWX State Street SPDR S&P Intern	0.29%	12,890	$564K	Add +2.1%
PRU Prudential Financial Inc.	0.28%	4,994	$539K	Add +16.9%
MDLZ Mondelez International Inc. Class A	0.27%	9,007	$521K	New
PFE Pfizer Inc.	0.26%	21,162	$510K	Reduce -1.0%
URTY Proshares Ultrapro RUSS2000	0.26%	5,788	$506K	No change
SCHC Schwab Intl Small-Cap Equity	0.26%	10,321	$497K	Add +0.2%
CVX Chevron Corp.	0.25%	2,915	$483K	New
WSO Watsco Inc.	0.24%	1,137	$474K	New
PKG Packaging Corp. of America	0.24%	1,968	$469K	New
WEC WEC Energy Group Inc.	0.24%	3,986	$465K	Add +0.3%
HD Home Depot Inc.	0.23%	1,284	$453K	Reduce -0.3%
GIS General Mills Inc.	0.22%	12,486	$435K	New
SW Smurfit Westrock PLC	0.22%	9,314	$431K	New
SPLB SS SPDR P Long Term C ETF	0.22%	19,224	$431K	Reduce -6.9%
IQLT iShares MSCI International Q	0.22%	8,608	$427K	Reduce -0.1%
CMS CMS Energy Corp.	0.22%	5,549	$425K	Add +18.1%
TGT Target Corp.	0.21%	3,112	$407K	New
DTD Wisdomtree US Total Dividend	0.21%	4,333	$404K	Reduce -3.9%
HPQ HP Inc.	0.20%	17,944	$394K	Add +61.7%
IAU iShares Gold Trust	0.20%	5,162	$390K	Add +23.8%
F Ford Motor Co. filed as FORD MTR CO	0.20%	27,967	$389K	Reduce -30.0%
PFG Principal Financial Group	0.20%	3,604	$388K	Reduce -0.6%
ES Eversource Energy	0.20%	5,373	$388K	Add +1.4%
CVS CVS Health Corp.	0.20%	3,710	$384K	Reduce -27.3%
D Dominion Energy Inc.	0.19%	5,505	$376K	Reduce -24.3%
XOM Exxon Mobil Corp.	0.19%	2,724	$372K	Reduce -31.6%
ORI Old Republic Intl Corp.	0.19%	9,045	$370K	New
LNT Alliant Energy Corp.	0.19%	4,781	$365K	New
USB US Bancorp	0.19%	6,033	$364K	Reduce -30.6%
REET iShares Global REIT ETF	0.19%	13,131	$363K	Add +2.4%
DFSD Dimensional Short Duration	0.19%	7,554	$361K	Add +10.7%
XLF SS Financial Select Sector	0.18%	6,683	$358K	Reduce -18.6%
EMLC Vaneck JPM Em Local Curr BND	0.18%	14,014	$358K	Add +7.7%
LYB Lyondellbasell Indu Class A	0.18%	6,724	$354K	Add +0.0%
EIX Edison International	0.18%	4,677	$348K	Reduce -1.7%
VTI VG Morningstar TS MKT ETF-US	0.18%	939	$347K	Reduce -3.5%
MET Metlife Inc.	0.18%	4,097	$347K	New
OGE Oge Energy Corp.	0.18%	7,099	$345K	Add +3.7%
CFG Citizens Financial Group	0.18%	4,878	$342K	Reduce -38.5%
DFAR Dimensional US Real Est ETF	0.18%	13,048	$341K	Add +0.8%
GPC Genuine Parts Co.	0.18%	2,888	$341K	Add +10.7%
ADM Archer-Daniels-Midland Co.	0.18%	4,454	$340K	Reduce -45.0%
CMCSA Comcast Corp. Class A	0.17%	13,764	$338K	New
RF Regions Financial Corp.	0.17%	11,144	$337K	Reduce -30.0%
EOG EOG Resources Inc.	0.17%	2,585	$335K	New
KO The Coca-Cola Co.	0.17%	4,046	$329K	Add +1.4%
DFAC Dimensional US Core Equity 2	0.17%	7,400	$328K	New
TFC Truist Financial Corp.	0.17%	6,551	$326K	Reduce -25.2%
T AT&T Inc.	0.17%	15,749	$326K	Reduce -15.0%
PNW Pinnacle West Capital	0.17%	3,037	$325K	Reduce -1.3%
HBAN Huntington Bancshares Inc.	0.16%	18,003	$319K	Reduce -19.5%
KEY Keycorp	0.16%	13,840	$319K	Reduce -39.5%
VLO Valero Energy Corp.	0.16%	1,220	$318K	Reduce -52.4%
GBTC Grayscale Bitcoin Trust ETF	0.16%	6,950	$316K	No change
EXC Exelon Corp.	0.16%	6,776	$316K	Add +0.0%
XLK SS Technology Select Sector	0.16%	1,656	$316K	Reduce -23.2%
DCOR Dimensional US Core Eq 1 ETF	0.16%	3,842	$315K	New
CRWD CrowdStrike Holdings Inc. Class A	0.16%	410	$313K	Reduce -42.4%
NI Nisource Inc.	0.16%	6,550	$311K	New
SCHP Schwab U.S. Tips ETF	0.16%	11,701	$310K	Add +9.7%
DTE DTE Energy Company	0.16%	2,025	$308K	Add +0.1%
BIL SS SPDR BB 1-3M T-Bill ETF	0.16%	3,326	$305K	Reduce -34.9%
FNB FNB Corp.	0.16%	15,844	$302K	New
SWKS Skyworks Solutions Inc.	0.15%	4,419	$300K	Reduce -1.8%
NKE Nike Inc. Class B	0.15%	7,289	$299K	Add +1.2%
PPL PPL Corp.	0.15%	8,153	$296K	Reduce -0.5%
OMC Omnicom Group	0.15%	3,980	$290K	Reduce -18.4%
MU Micron Technology Inc.	0.15%	249	$288K	New
SCHD Schwab US DVD Equity ETF	0.14%	8,590	$272K	Reduce -6.1%
QTUM Defiance Quantum ETF	0.14%	1,642	$271K	New
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV	0.14%	132	$263K	New
GRPM Invesco S&P Midcap 400 Garp	0.14%	2,016	$262K	Reduce -8.0%
WFC Wells Fargo & Co.	0.13%	3,104	$256K	Add +0.1%
V Visa Inc. Class A	0.13%	745	$256K	Reduce -10.6%
ANGL Vaneck Fallen Angel High YLD	0.13%	8,676	$254K	Reduce -2.7%
GOOGL Alphabet Inc. Class A	0.12%	663	$237K	New
APA Apa Corp.	0.12%	7,272	$237K	New
VUG Vanguard Mrngstar GR ETF-Sui	0.12%	2,661	$229K	New
GLDM SPDR Gold Minishares Trust	0.12%	2,872	$228K	Reduce -7.8%
VGK Vanguard Ftse Europe ETF	0.12%	2,548	$226K	No change
FBND Fidelity Total Bond ETF	0.11%	4,846	$220K	Reduce -0.3%
RSPH Invesco S&P 500 Equal Weight	0.11%	6,473	$215K	Reduce -3.8%
SPTI SS SPDR P Int Term TSY ETF	0.11%	7,301	$207K	No change
BRK.B Berkshire Hathaway Inc. Class B	0.11%	412	$206K	Reduce -87.3%
JPC Nuveen Prefered & Income Opp	0.10%	24,089	$190K	Add +2.4%
PHK PIMCO High Income Fund	0.07%	29,090	$136K	Add +3.0%
ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS	0.07%	11,486	$128K	Add +2.8%

Portfolio Sells Q1 2026 → Q2 2026


IEI iShares 3-7 Year Treasury Bo	Reduce -25.6%	1.90%	−1.17
BRK.B Berkshire Hathaway Inc. Class B	Reduce -87.3%	0.11%	−0.84
DUK Duke Energy Corp.	Sold out	0.00%	−0.68
SPDW Ste STR SPDR PT DW Eu ETF	Reduce -13.1%	2.53%	−0.61
PANW Palo Alto Networks Inc.	Sold out	0.00%	−0.59
CERY SS SPDR BBG En RY CM St N-Ui	Reduce -0.6%	1.88%	−0.49
FISR SS Fi Sector Rotation	Reduce -15.3%	0.95%	−0.39
CRM Salesforce Inc.	Sold out	0.00%	−0.32
NOW ServiceNow Inc.	Sold out	0.00%	−0.29
MCD McDonald's Corp.	Sold out	0.00%	−0.28
SPAB SS SPDR P Agg Bond ETF	Reduce -6.3%	1.01%	−0.28
BG Bunge Global SA	Sold out	0.00%	−0.28
STX Seagate Technology Holdings	Sold out	0.00%	−0.25
NEE Nextera Energy Inc.	Sold out	0.00%	−0.24
PM Philip Morris International	Sold out	0.00%	−0.23
FE Firstenergy Corp.	Sold out	0.00%	−0.22
VLO Valero Energy Corp.	Reduce -52.4%	0.16%	−0.22
XOM Exxon Mobil Corp.	Reduce -31.6%	0.19%	−0.22
DYFI Idx Dynamic Fixed Income ETF	Reduce -2.5%	0.97%	−0.21
FITB Fifth Third Bancorp	Sold out	0.00%	−0.20
XLSR SS US Sector Rotation	Reduce -2.2%	2.29%	−0.19
ADM Archer-Daniels-Midland Co.	Reduce -45.0%	0.18%	−0.18
BBY Best Buy Co. Inc.	Sold out	0.00%	−0.17
IP International Paper Co.	Sold out	0.00%	−0.17
IBM Intl Business Machines Corp.	Sold out	0.00%	−0.16
T AT&T Inc.	Reduce -15.0%	0.17%	−0.16
PEG Public Service Enterprise GP	Sold out	0.00%	−0.16
CAG Conagra Brands Inc.	Sold out	0.00%	−0.15
IBIT iShares Bitcoin Trust ETF	Reduce -1.0%	0.36%	−0.14
SHV iShares 0-1 Year Treasury Bo	Sold out	0.00%	−0.13
JPST JPMorgan Ultra-Short Income	Sold out	0.00%	−0.13
BIL SS SPDR BB 1-3M T-Bill ETF	Reduce -34.9%	0.16%	−0.13
META Meta Platforms Inc. Class A	Reduce -3.6%	0.48%	−0.12
KEY Keycorp	Reduce -39.5%	0.16%	−0.12
LQD Ishr Ibx Usd Invgd CB ETF-Ui	Reduce -10.3%	0.36%	−0.12
CFG Citizens Financial Group	Reduce -38.5%	0.18%	−0.11
PFE Pfizer Inc.	Reduce -1.0%	0.26%	−0.10
USB US Bancorp	Reduce -30.6%	0.19%	−0.09
F Ford Motor Co.	Reduce -30.0%	0.20%	−0.08
D Dominion Energy Inc.	Reduce -24.3%	0.19%	−0.08
RF Regions Financial Corp.	Reduce -30.0%	0.17%	−0.08
BSV Vanguard Short-Term Bond ETF	Reduce -2.2%	0.35%	−0.08
TFC Truist Financial Corp.	Reduce -25.2%	0.17%	−0.08
ALLW State Street Brgwtr All WTHR	Reduce -1.2%	0.42%	−0.08
OMC Omnicom Group	Reduce -18.4%	0.15%	−0.08
XLF SS Financial Select Sector	Reduce -18.6%	0.18%	−0.06
GLDM SPDR Gold Minishares Trust	Reduce -7.8%	0.12%	−0.06
SPLB SS SPDR P Long Term C ETF	Reduce -6.9%	0.22%	−0.06
IJH iShares Core S&P Midcap ETF	Reduce -1.5%	0.89%	−0.05
HBAN Huntington Bancshares Inc.	Reduce -19.5%	0.16%	−0.05

Portfolio Buys Q1 2026 → Q2 2026


MBB iShares MBS ETF	Add +135.9%	2.77%	+1.37
VRT Vertiv Holdings Co. Class A	New	0.73%	+0.73
AVGO Broadcom Inc.	Add +247.5%	1.00%	+0.72
RTX RTX Corp.	Add +198.0%	0.92%	+0.55
OKE Oneok Inc.	Add +397.0%	0.71%	+0.54
TLT iShares 20+ Year Treasury BD	Add +38.3%	3.79%	+0.52
NVDA Nvidia Corp.	Add +33.1%	2.20%	+0.49
BXSL Blackstone Secured Lending F	New	0.48%	+0.48
ABBV Abbvie Inc.	Add +38.2%	1.86%	+0.48
AEP American Electric Power	Add +221.8%	0.72%	+0.46
AGG iShares Core U.S. Aggregate	Add +111.2%	0.92%	+0.40
KMB Kimberly-Clark Corp.	New	0.39%	+0.39
MSFT Microsoft Corp.	Add +41.0%	2.26%	+0.37
AAPL Apple Inc.	Add +17.8%	3.04%	+0.35
APLD Applied Digital Corp.	New	0.31%	+0.31
PLTR Palantir Technologies Inc. Class A	Add +106.5%	1.00%	+0.28
LLY Eli Lilly & Co.	Add +11.3%	1.51%	+0.27
JPM JPMorgan Chase & Co.	Add +62.2%	0.80%	+0.27
MDLZ Mondelez International Inc. Class A	New	0.27%	+0.27
JNK SS SPDR BB High Yield Bond	Add +148.1%	0.51%	+0.27
GOOG Alphabet Inc. Class C	Add +13.1%	1.80%	+0.26
CVX Chevron Corp.	New	0.25%	+0.25
AMZN Amazon.com Inc.	Add +14.3%	2.67%	+0.25
SHY iShares 1-3 Year Treasury Bo	Add +159.4%	0.45%	+0.24
WSO Watsco Inc.	New	0.24%	+0.24
PKG Packaging Corp. of America	New	0.24%	+0.24
GIS General Mills Inc.	New	0.22%	+0.22
SW Smurfit Westrock PLC	New	0.22%	+0.22
TGT Target Corp.	New	0.21%	+0.21
ORI Old Republic Intl Corp.	New	0.19%	+0.19
LNT Alliant Energy Corp.	New	0.19%	+0.19
MET Metlife Inc.	New	0.18%	+0.18
CMCSA Comcast Corp. Class A	New	0.17%	+0.17
EOG EOG Resources Inc.	New	0.17%	+0.17
DFAC Dimensional US Core Equity 2	New	0.17%	+0.17
DCOR Dimensional US Core Eq 1 ETF	New	0.16%	+0.16
NI Nisource Inc.	New	0.16%	+0.16
FNB FNB Corp.	New	0.16%	+0.16
MU Micron Technology Inc.	New	0.15%	+0.15
QTUM Defiance Quantum ETF	New	0.14%	+0.14
ASML ASML Holding NV-NY Reg SHS	New	0.14%	+0.14
IEF iShares 7-10 Year Treasury B	Add +83.5%	0.38%	+0.13
GOOGL Alphabet Inc. Class A	New	0.12%	+0.12
APA Apa Corp.	New	0.12%	+0.12
VUG Vanguard Mrngstar GR ETF-Sui	New	0.12%	+0.12
TIP iShares Tips Bond ETF	Add +64.8%	0.34%	+0.09
HPQ HP Inc.	Add +61.7%	0.20%	+0.07
IEMG iShares Core MSCI Emerging	Add +4.8%	0.90%	+0.04
MO Altria Group Inc.	Add +19.9%	0.33%	+0.03
PRU Prudential Financial Inc.	Add +16.9%	0.28%	+0.02

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	160	$194.3M	SPY, DFAU, TLT, AAPL, MBB
Q1 2026	152	$163.5M	SPY, DFAU, TLT, SPDW, IEI
Q4 2025	156	$158.8M	SPY, DFAU, IEI, SPDW, TLT
Q3 2025	168	$158.9M	SPY, NVDA, DFAU, TLT, AMZN
Q2 2025	163	$116.6M	SPY, AMZN, SPDW, XLSR, SPYM
Q1 2025	153	$104.3M	SPY, AAPL, SPDW, DYFI, CERY
Q4 2024	152	$100.5M	SPY, AAPL, DYFI, AMZN, NVDA
Q3 2024	121	$68.2M	SPY, DYFI, AAPL, XLSR, SCHX
Q2 2024	121	$59.3M	SPY, DYFI, SCHX, SPDW, JPST
Q1 2024	111	$51.8M	SPY, DYFI, SCHX, JPST, COST