Investment Advisory Group, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 31, 2024), Investment Advisory Group, LLC reported 165 stock positions worth $258.8 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 6.9% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 6.5%) and Vanguard High DVD Yield ETF (VYM, 6.3%). Compared with Q1 2024, it opened 10 new positions, sold out of 3, added to 76 and reduced 45. The biggest buy was Dimensional US Core Eq 1 ETF (DCOR, shares +458%) and the biggest sale iShares Core 30/70 Conservat (AOK, shares −2%).

Most Recent 13F
Q2 2026
Location
HANOVER, MA
CIK
0001910273
Portfolio Value
$258.8M (Q2 2024)
SEC Filing
0001951757-24-000600 ↗ filed Jul 31, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $241.9M Q1 2024 Q2 2024: $258.8M $258.8M Q2 2024 Q3 2024: $288.2M Q3 2024 Q4 2024: $298.6M Q4 2024 Q1 2025: $298.9M Q1 2025 Q2 2025: $330.2M Q2 2025 Q3 2025: $367.7M Q3 2025 Q4 2025: $388.7M Q4 2025 Q1 2026: $393.4M Q1 2026 Q2 2026: $461.0M Q2 2026

Holdings 165 stocks · $258.8M
DFAC Dimensional US Core Equity 2 6.91% 554,730 $17.9M Add +0.2%
VUG Vanguard Mrngstar GR ETF-Sui 6.54% 45,263 $16.9M Add +5.2%
VYM Vanguard High DVD Yield ETF 6.32% 137,879 $16.4M Add +7.6%
IJR iShares Core S&P Small-Cap E 4.52% 109,752 $11.7M Add +5.5%
IVV iShares Core S&P 500 ETF 3.95% 18,687 $10.2M Add +3.0%
AAPL Apple Inc. 2.66% 32,723 $6.9M Reduce -0.8%
VTV Vanguard Mrngstr Val ETF-Aui 2.57% 41,418 $6.6M Add +2.8%
USMV iShares MSCI USA Min Vol Fac 2.29% 70,655 $5.9M Add +0.2%
IVW iShares S&P 500 Growth ETF 2.23% 62,423 $5.8M Add +4.0%
DFUS Dimensional US Eq MKT ETF 2.14% 94,277 $5.5M Add +31.1%
AOM iShares Core 40/60 Moderate 2.14% 128,525 $5.5M Reduce -0.3%
MSFT Microsoft Corp. 2.08% 12,059 $5.4M Add +7.0%
AOK iShares Core 30/70 Conservat 2.04% 142,861 $5.3M Reduce -1.9%
VIG Vanguard Dividend Apprec ETF 1.91% 27,018 $4.9M No change
DFAX Dimensional World Ex US Core 1.81% 184,656 $4.7M Add +1.5%
ITOT iShares Core S&P Total U.S. 1.80% 39,316 $4.7M Add +0.9%
AMZN Amazon.com Inc. 1.72% 23,010 $4.4M Add +1.0%
VYMI Vanguard Int High DVD YLD Inc. 1.54% 57,967 $4.0M Add +8.3%
DFUV Dimensional US Marketwide Va 1.49% 98,027 $3.8M Add +0.4%
PG The Procter & Gamble Co. 1.39% 21,828 $3.6M Reduce -0.1%
DFAS Dimensional US Small Cap ETF 1.20% 51,534 $3.1M Add +0.3%
IGSB iShares 1-5Y Inv Grade Corp. 1.07% 53,938 $2.8M Reduce -1.4%
IVE iShares S&P 500 Value ETF 0.98% 13,975 $2.5M Add +26.9%
QQQ Invesco QQQ Trust Series 1 0.93% 5,026 $2.4M Add +5.2%
VGSH Vanguard Short-Term Treasury 0.93% 41,483 $2.4M Add +8.7%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.91% 52,146 $2.4M Add +2.2%
VTI VG Morningstar TS MKT ETF-US 0.87% 8,411 $2.3M Add +3.8%
ISTB iShares Core 1-5 Year Usd Bo 0.85% 46,383 $2.2M Add +0.1%
IEFA iShares Core MSCI Eafe ETF 0.83% 29,526 $2.1M Reduce -0.2%
VOO Vanguard S&P 500 ETF 0.81% 4,202 $2.1M Add +1.0%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.77% 18,691 $2.0M Reduce -0.6%
HDV iShares Core High Dividend E 0.77% 18,312 $2.0M Reduce -0.2%
IJH iShares Core S&P Midcap ETF 0.76% 33,396 $2.0M Add +42.2%
IWF iShares Russell 1000 Growth 0.74% 5,228 $1.9M Reduce -4.8%
MDY State Street SPDR S&P Midcap 0.74% 3,557 $1.9M Add +1.3%
VB Vanguard Most SM-Cap ETF-Usd 0.73% 8,611 $1.9M Add +8.1%
SCHD Schwab US DVD Equity ETF 0.70% 23,167 $1.8M Reduce -1.5%
DCOR Dimensional US Core Eq 1 ETF 0.68% 29,737 $1.8M Add +457.5%
DVY iShares Select Dividend ETF 0.66% 14,041 $1.7M Reduce -6.5%
SHY iShares 1-3 Year Treasury Bo 0.64% 20,331 $1.7M Reduce -1.4%
NVDA Nvidia Corp. 0.58% 12,242 $1.5M Add +1.4%
XOM Exxon Mobil Corp. 0.58% 13,135 $1.5M Reduce -0.8%
GOOG Alphabet Inc. Class C 0.54% 7,603 $1.4M Reduce -0.9%
BRK.B Berkshire Hathaway Inc. Class B 0.53% 3,393 $1.4M Add +2.4%
VNQ Vanguard Real Estate ETF 0.53% 16,297 $1.4M No change
META Meta Platforms Inc. Class A 0.50% 2,567 $1.3M Reduce -0.8%
O Realty Income Corp. 0.50% 24,449 $1.3M Reduce -5.8%
FBND Fidelity Total Bond ETF 0.50% 28,696 $1.3M Add +41.8%
VCSH Vanguard S/T Corp. Bond ETF 0.48% 15,925 $1.2M Add +2.1%
TSLA Tesla Inc. 0.48% 6,215 $1.2M Add +1.8%
VTHR Vanguard Russell 3000 0.47% 5,097 $1.2M Add +37.3%
VWO Vanguard Ftse Emerging Marke 0.46% 26,964 $1.2M Add +8.6%
BND Vanguard Total Bond Market 0.44% 15,865 $1.1M Add +2.0%
VXUS Vanguard Total Intl Stock 0.44% 18,805 $1.1M Add +7.9%
IYW iShares Ustechnology ETF 0.44% 7,510 $1.1M Add +5.6%
IWD iShares Russell 1000 Value E 0.37% 5,447 $950K Add +0.9%
JPM JPMorgan Chase & Co. 0.37% 4,677 $946K Add +23.7%
QUAL iShares MSCI USA Quality Fac 0.36% 5,515 $942K Add +0.0%
VOOG Vanguard S&P 500 Growth ETF 0.36% 2,776 $926K No change
GOOGL Alphabet Inc. Class A 0.35% 5,038 $918K Add +1.8%
NEAR iShares SH Dba ETF Usd Inc. 0.35% 18,123 $912K No change
PFF iShares Preferred & Income S 0.35% 28,538 $900K Add +12.7%
AGG iShares Core U.S. Aggregate 0.32% 8,510 $826K Add +1.2%
DFAU Dimensional US Core Equity M 0.32% 21,791 $817K Add +51.1%
PLD Prologis Inc. 0.31% 7,226 $812K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.31% 1,491 $811K Add +0.5%
XLF SS Financial Select Sector 0.29% 18,223 $749K Reduce -12.0%
FELV Fidelity Enh LRG Cap Val ETF 0.29% 26,215 $749K Add +0.1%
JNJ Johnson & Johnson 0.29% 5,090 $744K Add +0.3%
DFSU Dimensional US Sus CORE1 ETF 0.27% 20,269 $707K No change
DFCF Dimensional Core Fixed Inc. 0.27% 16,928 $703K Add +0.7%
IWR iShares Russell Mid-Cap ETF 0.27% 8,508 $690K Reduce -1.3%
XLP SS Consumer Staples Sel Sect 0.27% 8,992 $689K Reduce -2.5%
DGRO iShares Core Dividend Growth 0.26% 11,455 $660K Add +14.0%
VZ Verizon Communications Inc. 0.25% 15,888 $655K Add +1.7%
CMF iShares California Muni Bond 0.25% 11,400 $648K No change
ABBV Abbvie Inc. 0.25% 3,764 $646K Reduce -0.3%
AMGN Amgen Inc. 0.25% 2,041 $638K Add +0.1%
GLD SPDR Gold Shares 0.24% 2,871 $617K No change
SDY SS SPDR S&P Dividend ETF 0.23% 4,758 $605K Add +0.0%
WAT Waters Corp. 0.23% 2,062 $598K New
SHV iShares 0-1 Year Treasury Bo 0.23% 5,290 $585K No change
LLY Eli Lilly & Co. 0.22% 624 $565K Add +0.2%
MTUM iShares MSCI USA Momentum Fa 0.22% 2,861 $558K No change
DFIV Dimensional International Va 0.21% 14,775 $531K Add +0.5%
VCIT Vanguard Int-Term Corporate 0.20% 6,499 $519K No change
NOBL Proshares S&P 500 Dividend A 0.20% 5,350 $514K Add +52.5%
WELL Welltower Inc. 0.20% 4,846 $505K No change
VEA Vanguard Ftse Developed ETF 0.19% 10,184 $503K Add +16.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 2,853 $493K Add +25.9%
IEMG iShares Core MSCI Emerging 0.19% 9,089 $487K Reduce -0.3%
SLQD iShares 0-5 YR Inv GRD Corp. 0.18% 9,685 $477K Add +0.3%
FBCG Fidelity Blue Chip Grow ETF 0.18% 10,956 $465K Add +23.4%
T AT&T Inc. 0.18% 24,252 $463K Add +0.3%
IXUS iShares Core Intl Stock ETF 0.18% 6,757 $456K Reduce -0.8%
DFAE Dimensional Emerging Core Eq 0.18% 17,623 $456K Reduce -6.7%
AME Ametek Inc. 0.17% 2,712 $452K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.17% 1,780 $431K No change
IUSV iShares Core S&P U.S. Value 0.16% 4,680 $412K No change
WMT Walmart Inc. 0.16% 6,056 $410K Add +66.7%
DFSI Dimensional Int Sus COR1 ETF 0.16% 12,274 $404K No change
BOND PIMCO Active Bond Exchange-T 0.15% 4,268 $389K New
KORP American Century Diversified 0.14% 7,950 $366K No change
IEF iShares 7-10 Year Treasury B 0.14% 3,786 $355K Reduce -0.1%
RTX RTX Corp. 0.14% 3,506 $352K Reduce -0.8%
IYR iShares US Real Estate ETF 0.14% 3,996 $351K No change
WFC Wells Fargo & Co. 0.14% 5,883 $349K Add +0.4%
WM Waste Management Inc. 0.13% 1,627 $347K Add +0.2%
SYSB iShares Systematic Bond ETF 0.13% 3,948 $339K Reduce -4.2%
WIP State Street SPDR Ftse Inter 0.13% 8,689 $335K Reduce -0.9%
VRTX Vertex Pharmaceuticals Inc. 0.13% 711 $333K Reduce -0.1%
AMD Advanced Micro Devices 0.13% 2,025 $328K No change
VTC Vanguard Total Corporate BND 0.13% 4,339 $328K Add +13.0%
VGIT Vanguard Intermediate-Term T 0.12% 5,504 $321K New
IWO iShares Russell 2000 Growth 0.12% 1,218 $320K Add +5.2%
MO Altria Group Inc. 0.12% 6,851 $312K Add +3.5%
ABT Abbott Laboratories 0.12% 2,976 $309K Add +1.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 7,705 $306K Add +15.5%
FTNT Fortinet Inc. 0.12% 5,026 $303K Reduce -0.1%
SCHF Schwab Intl Equity ETF 0.12% 7,866 $302K New
TIP iShares Tips Bond ETF 0.12% 2,816 $301K No change
DFAW Dimensional World Eqty ETF 0.12% 5,023 $299K New
MA Mastercard Inc. Class A 0.11% 665 $293K Add +20.9%
EW Edwards Lifesciences Corp. 0.11% 3,140 $290K Add +0.1%
VEU Vanguard Ftse All-World Ex-U 0.11% 4,804 $282K No change
MINT PIMCO Enhanced Short Maturit 0.11% 2,795 $281K Add +10.9%
EWX State Street SPDR S&P Emergi 0.11% 4,842 $280K Reduce -0.6%
SYK Stryker Corp. 0.11% 821 $279K Add +34.8%
CVX Chevron Corp. 0.10% 1,702 $266K Reduce -4.9%
IYF iShares US Financials ETF 0.10% 2,813 $266K No change
PWB Invesco Large Cap Growth ETF 0.10% 2,800 $264K No change
RLI Rli Corp. 0.10% 1,854 $261K No change
MRK Merck & Co. Inc. 0.10% 2,080 $258K Reduce -0.6%
CSCO Cisco Systems Inc. 0.10% 5,413 $257K Reduce -0.3%
PSA Public Storage 0.10% 856 $246K No change
UNH Unitedhealth Group Inc. 0.10% 483 $246K Reduce -7.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.09% 1,340 $245K No change
ORCL Oracle Corp. 0.09% 1,709 $241K Reduce -0.1%
INTC Intel Corp. 0.09% 7,758 $240K Reduce -3.4%
PEP Pepsico Inc. 0.09% 1,453 $240K Add +13.0%
DFIC Dimensional International Co. 0.09% 9,074 $239K Add +3.7%
WDAY Workday Inc. Class A 0.09% 1,042 $233K Reduce -0.1%
FLOT iShares Floating Rate Bond E 0.09% 4,498 $230K No change
IAU iShares Gold Trust 0.09% 5,193 $228K No change
HD Home Depot Inc. 0.09% 660 $227K Reduce -0.3%
V Visa Inc. Class A 0.09% 863 $227K Reduce -1.1%
BIV Vanguard Intermediate-Term B 0.09% 3,001 $225K Reduce -8.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 2,231 $222K Reduce -7.2%
FHLC Fidelity MSCI Health Care 0.09% 3,213 $220K No change
SLV iShares Silver Trust 0.08% 8,205 $218K New
RGEN Repligen Corp. 0.08% 1,720 $217K Reduce -0.2%
FELC Fidelity Enh LRG Cap Cor ETF 0.08% 7,025 $215K Add +1.0%
XLE SS Energy Select Sector 0.08% 2,348 $214K Add +9.5%
HON Honeywell International Inc. 0.08% 988 $211K Reduce -4.6%
VUSB Vanguard Ultra Short Bond Et 0.08% 4,218 $209K No change
SCHG Schwab US Large-Cap Growth 0.08% 2,068 $209K Reduce -12.9%
NVO Novo-Nordisk A/S-Spons ADR 0.08% 1,450 $207K New
ADI Analog Devices Inc. 0.08% 906 $207K New
KO The Coca-Cola Co. 0.08% 3,232 $206K New
VALQ American Century US Quality 0.08% 3,600 $204K No change
BSX Boston Scientific Corp. 0.08% 2,650 $204K New
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.08% 885 $203K No change
SBUX Starbucks Corp. 0.08% 2,585 $201K Reduce -0.1%
JFR Nuveen Floating Rate Income 0.06% 17,999 $156K No change
EOSE Eos Energy Enterprises Inc. 0.01% 21,500 $27K No change

Portfolio Sells Q1 2024 → Q2 2024
AOK iShares Core 30/70 Conservat Reduce -1.9% 2.04% −0.18
AOM iShares Core 40/60 Moderate Reduce -0.3% 2.14% −0.14
CVS CVS Health Corp. Sold out 0.00% −0.12
DVY iShares Select Dividend ETF Reduce -6.5% 0.66% −0.11
IGSB iShares 1-5Y Inv Grade Corp. Reduce -1.4% 1.07% −0.09
SCHD Schwab US DVD Equity ETF Reduce -1.5% 0.70% −0.09
FDX FedEx Corp. Sold out 0.00% −0.08
O Realty Income Corp. Reduce -5.8% 0.50% −0.08
IEFA iShares Core MSCI Eafe ETF Reduce -0.2% 0.83% −0.08
PG The Procter & Gamble Co. Reduce -0.1% 1.39% −0.07
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -0.6% 0.77% −0.07
XLF SS Financial Select Sector Reduce -12.0% 0.29% −0.07
HDV iShares Core High Dividend E Reduce -0.2% 0.77% −0.07
SHY iShares 1-3 Year Treasury Bo Reduce -1.4% 0.64% −0.06
INTC Intel Corp. Reduce -3.4% 0.09% −0.05
XOM Exxon Mobil Corp. Reduce -0.8% 0.58% −0.05
RGEN Repligen Corp. Reduce -0.2% 0.08% −0.05
DIS The Walt Disney Co. Reduce -7.2% 0.09% −0.04
ABBV Abbvie Inc. Reduce -0.3% 0.25% −0.03
IWR iShares Russell Mid-Cap ETF Reduce -1.3% 0.27% −0.03
IWF iShares Russell 1000 Growth Reduce -4.8% 0.74% −0.03
WDAY Workday Inc. Class A Reduce -0.1% 0.09% −0.03
XLP SS Consumer Staples Sel Sect Reduce -2.5% 0.27% −0.03
FTNT Fortinet Inc. Reduce -0.1% 0.12% −0.03
SBUX Starbucks Corp. Reduce -0.1% 0.08% −0.02
META Meta Platforms Inc. Class A Reduce -0.8% 0.50% −0.02
HD Home Depot Inc. Reduce -0.3% 0.09% −0.02
DFAE Dimensional Emerging Core Eq Reduce -6.7% 0.18% −0.02
SYSB iShares Systematic Bond ETF Reduce -4.2% 0.13% −0.02
WIP State Street SPDR Ftse Inter Reduce -0.9% 0.13% −0.02
BIV Vanguard Intermediate-Term B Reduce -8.1% 0.09% −0.01
IXUS iShares Core Intl Stock ETF Reduce -0.8% 0.18% −0.01
MRK Merck & Co. Inc. Reduce -0.6% 0.10% −0.01
CVX Chevron Corp. Reduce -4.9% 0.10% −0.01
V Visa Inc. Class A Reduce -1.1% 0.09% −0.01
CSCO Cisco Systems Inc. Reduce -0.3% 0.10% −0.01
UNH Unitedhealth Group Inc. Reduce -7.5% 0.10% −0.01
IEF iShares 7-10 Year Treasury B Reduce -0.1% 0.14% −0.01
SCHG Schwab US Large-Cap Growth Reduce -12.9% 0.08% −0.01
RTX RTX Corp. Reduce -0.8% 0.14% −0.01
HON Honeywell International Inc. Reduce -4.6% 0.08% −0.01
IEMG iShares Core MSCI Emerging Reduce -0.3% 0.19% −0.01
EWX State Street SPDR S&P Emergi Reduce -0.6% 0.11% −0.00
WKHS Workhorse Group Inc. Sold out 0.00% −0.00
ORCL Oracle Corp. Reduce -0.1% 0.09% +0.00
VRTX Vertex Pharmaceuticals Inc. Reduce -0.1% 0.13% +0.01
GOOG Alphabet Inc. Class C Reduce -0.9% 0.54% +0.06
AAPL Apple Inc. Reduce -0.8% 2.66% +0.33

Portfolio Buys Q1 2024 → Q2 2024
DCOR Dimensional US Core Eq 1 ETF Add +457.5% 0.68% +0.55
DFUS Dimensional US Eq MKT ETF Add +31.1% 2.14% +0.45
VUG Vanguard Mrngstar GR ETF-Sui Add +5.2% 6.54% +0.42
WAT Waters Corp. New 0.23% +0.23
IJH iShares Core S&P Midcap ETF Add +42.2% 0.76% +0.17
BOND PIMCO Active Bond Exchange-T New 0.15% +0.15
IVW iShares S&P 500 Growth ETF Add +4.0% 2.23% +0.14
NVDA Nvidia Corp. Add +1.4% 0.58% +0.13
IVE iShares S&P 500 Value ETF Add +26.9% 0.98% +0.13
VGIT Vanguard Intermediate-Term T New 0.12% +0.12
MSFT Microsoft Corp. Add +7.0% 2.08% +0.12
FBND Fidelity Total Bond ETF Add +41.8% 0.50% +0.12
SCHF Schwab Intl Equity ETF New 0.12% +0.12
DFAW Dimensional World Eqty ETF New 0.12% +0.12
VTHR Vanguard Russell 3000 Add +37.3% 0.47% +0.11
DFAU Dimensional US Core Equity M Add +51.1% 0.32% +0.10
SLV iShares Silver Trust New 0.08% +0.08
NVO Novo-Nordisk A/S-Spons ADR New 0.08% +0.08
ADI Analog Devices Inc. New 0.08% +0.08
KO The Coca-Cola Co. New 0.08% +0.08
BSX Boston Scientific Corp. New 0.08% +0.08
WMT Walmart Inc. Add +66.7% 0.16% +0.07
QQQ Invesco QQQ Trust Series 1 Add +5.2% 0.93% +0.05
JPM JPMorgan Chase & Co. Add +23.7% 0.37% +0.05
NOBL Proshares S&P 500 Dividend A Add +52.5% 0.20% +0.05
GOOGL Alphabet Inc. Class A Add +1.8% 0.35% +0.05
IYW iShares Ustechnology ETF Add +5.6% 0.44% +0.04
FBCG Fidelity Blue Chip Grow ETF Add +23.4% 0.18% +0.04
TSLA Tesla Inc. Add +1.8% 0.48% +0.03
VWO Vanguard Ftse Emerging Marke Add +8.6% 0.46% +0.03
AMZN Amazon.com Inc. Add +1.0% 1.72% +0.02
LLY Eli Lilly & Co. Add +0.2% 0.22% +0.02
SYK Stryker Corp. Add +34.8% 0.11% +0.02
BAC Bank of America Corp. Add +15.5% 0.12% +0.01
DGRO iShares Core Dividend Growth Add +14.0% 0.26% +0.01
VEA Vanguard Ftse Developed ETF Add +16.8% 0.19% +0.01
VGSH Vanguard Short-Term Treasury Add +8.7% 0.93% +0.01
VYMI Vanguard Int High DVD YLD Inc. Add +8.3% 1.54% +0.01
IBM Intl Business Machines Corp. Add +25.9% 0.19% +0.01
PFF iShares Preferred & Income S Add +12.7% 0.35% +0.01
IVV iShares Core S&P 500 ETF Add +3.0% 3.95% +0.01
AMGN Amgen Inc. Add +0.1% 0.25% +0.01
VTC Vanguard Total Corporate BND Add +13.0% 0.13% +0.01
MA Mastercard Inc. Class A Add +20.9% 0.11% +0.00
MINT PIMCO Enhanced Short Maturit Add +10.9% 0.11% +0.00
VXUS Vanguard Total Intl Stock Add +7.9% 0.44% +0.00
T AT&T Inc. Add +0.3% 0.18% +0.00
MO Altria Group Inc. Add +3.5% 0.12% +0.00
PEP Pepsico Inc. Add +13.0% 0.09% −0.00
XLE SS Energy Select Sector Add +9.5% 0.08% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 220$461.0MVUG, VYM, DFAC, IVV, DFUS
Q1 2026 194$393.4MVYM, VUG, DFAC, IVV, DFUS
Q4 2025 194$388.7MVUG, VYM, DFAC, IVV, IJR
Q3 2025 189$367.7MVUG, VYM, DFAC, IVV, IJR
Q2 2025 174$330.2MVUG, VYM, DFAC, IVV, IJR
Q1 2025 168$298.9MVYM, VUG, DFAC, IJR, IVV
Q4 2024 168$298.6MVUG, VYM, DFAC, IJR, IVV
Q3 2024 168$288.2MVYM, DFAC, VUG, IJR, IVV
Q2 2024 165$258.8MDFAC, VUG, VYM, IJR, IVV
Q1 2024 158$241.9MDFAC, VYM, VUG, IJR, IVV