Investment Advisory Group, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Investment Advisory Group, LLC reported 168 stock positions worth $298.9 million. Its top holding was Vanguard High DVD Yield ETF (VYM) at 7.0% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 6.6%) and Dimensional US Core Equity 2 (DFAC, 6.3%). Compared with Q4 2024, it opened 6 new positions, sold out of 6, added to 100 and reduced 35. The biggest buy was Vanguard High DVD Yield ETF (VYM, shares +5%) and the biggest sale Microsoft (MSFT, shares −13%).

Most Recent 13F
Q2 2026
Location
HANOVER, MA
CIK
0001910273
Portfolio Value
$298.9M (Q1 2025)
SEC Filing
0001951757-25-000353 ↗ filed Apr 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $241.9M Q1 2024 Q2 2024: $258.8M Q2 2024 Q3 2024: $288.2M Q3 2024 Q4 2024: $298.6M Q4 2024 Q1 2025: $298.9M $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 168 stocks · $298.9M
VYM Vanguard High DVD Yield ETF 6.97% 161,475 $20.8M Add +4.5%
VUG Vanguard Mrngstar GR ETF-Sui 6.60% 53,236 $19.7M Add +9.2%
DFAC Dimensional US Core Equity 2 6.26% 567,641 $18.7M Add +1.3%
IJR iShares Core S&P Small-Cap E 4.12% 117,693 $12.3M Add +0.9%
IVV iShares Core S&P 500 ETF 3.96% 21,083 $11.8M Add +2.6%
DFUS Dimensional US Eq MKT ETF 3.06% 151,216 $9.1M Add +13.2%
AAPL Apple Inc. 2.37% 31,950 $7.1M Reduce -1.1%
IVW iShares S&P 500 Growth ETF 2.34% 75,425 $7.0M Add +1.2%
VTV Vanguard Mrngstr Val ETF-Aui 2.29% 39,585 $6.8M Add +4.5%
USMV iShares MSCI USA Min Vol Fac 2.15% 68,609 $6.4M Reduce -1.3%
AOM iShares Core 40/60 Moderate 2.00% 136,066 $6.0M Add +1.3%
AOK iShares Core 30/70 Conservat 1.82% 144,566 $5.4M Add +2.9%
VIG Vanguard Dividend Apprec ETF 1.75% 26,997 $5.2M Add +0.1%
ITOT iShares Core S&P Total U.S. 1.69% 41,333 $5.0M Add +1.9%
AMZN Amazon.com Inc. 1.60% 25,069 $4.8M Add +0.6%
DFAX Dimensional World Ex US Core 1.53% 174,914 $4.6M Add +0.5%
MSFT Microsoft Corp. 1.42% 11,300 $4.2M Reduce -12.8%
IJH iShares Core S&P Midcap ETF 1.39% 71,316 $4.2M Add +19.3%
DFUV Dimensional US Marketwide Va 1.35% 98,192 $4.0M No change
VYMI Vanguard Int High DVD YLD Inc. 1.23% 50,035 $3.7M Reduce -7.4%
PG The Procter & Gamble Co. 1.17% 20,526 $3.5M Reduce -2.7%
IVE iShares S&P 500 Value ETF 1.14% 17,931 $3.4M Add +1.8%
VTI VG Morningstar TS MKT ETF-US 1.11% 12,075 $3.3M Add +2.1%
DFAS Dimensional US Small Cap ETF 1.08% 54,088 $3.2M Add +0.0%
FBND Fidelity Total Bond ETF 1.07% 69,820 $3.2M Reduce -3.9%
IGSB iShares 1-5Y Inv Grade Corp. 1.00% 57,199 $3.0M Add +6.3%
SCHD Schwab US DVD Equity ETF 0.99% 106,004 $3.0M Add +18.0%
SHY iShares 1-3 Year Treasury Bo 0.94% 34,147 $2.8M Add +5.3%
VGSH Vanguard Short-Term Treasury 0.90% 45,802 $2.7M Add +6.3%
QQQ Invesco QQQ Trust Series 1 0.90% 5,706 $2.7M Add +3.8%
VOO Vanguard S&P 500 ETF 0.88% 5,142 $2.6M Add +4.8%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.87% 56,403 $2.6M Add +3.8%
VB Vanguard Most SM-Cap ETF-Usd 0.87% 11,692 $2.6M Add +8.0%
ISTB iShares Core 1-5 Year Usd Bo 0.81% 50,286 $2.4M Add +2.3%
HDV iShares Core High Dividend E 0.73% 18,130 $2.2M Add +0.0%
DCOR Dimensional US Core Eq 1 ETF 0.72% 35,276 $2.2M Add +8.0%
IEFA iShares Core MSCI Eafe ETF 0.72% 28,387 $2.1M Reduce -0.4%
BRK.B Berkshire Hathaway Inc. Class B 0.66% 3,688 $2.0M Add +0.7%
BND Vanguard Total Bond Market 0.63% 25,530 $1.9M Add +2.6%
IWF iShares Russell 1000 Growth 0.62% 5,156 $1.9M Add +0.3%
MDY State Street SPDR S&P Midcap 0.62% 3,470 $1.9M Add +3.3%
DVY iShares Select Dividend ETF 0.61% 13,626 $1.8M Reduce -1.4%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.60% 16,598 $1.8M Reduce -0.9%
META Meta Platforms Inc. Class A 0.58% 2,998 $1.7M Add +6.6%
VPLS Vanguard Core-Plus Bond ETF 0.55% 21,179 $1.6M Add +36.2%
TSLA Tesla Inc. 0.52% 5,941 $1.5M Reduce -1.4%
VCSH Vanguard S/T Corp. Bond ETF 0.51% 19,218 $1.5M Add +12.3%
VTHR Vanguard Russell 3000 0.50% 6,033 $1.5M Add +1.1%
XOM Exxon Mobil Corp. 0.50% 12,467 $1.5M Add +1.0%
O Realty Income Corp. 0.50% 25,512 $1.5M Add +6.8%
VNQ Vanguard Real Estate ETF 0.49% 16,319 $1.5M Add +0.0%
NVDA Nvidia Corp. 0.48% 13,312 $1.4M Reduce -4.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.47% 2,524 $1.4M Add +0.2%
TPL Texas Pacific Land Corp. 0.44% 1,003 $1.3M No change
VXUS Vanguard Total Intl Stock 0.44% 21,369 $1.3M Add +1.5%
GOOG Alphabet Inc. Class C 0.41% 7,799 $1.2M Add +1.5%
FELV Fidelity Enh LRG Cap Val ETF 0.39% 37,879 $1.2M Add +2.5%
JPM JPMorgan Chase & Co. 0.38% 4,681 $1.1M Add +1.6%
IYW iShares Ustechnology ETF 0.36% 7,738 $1.1M Add +3.0%
VEA Vanguard Ftse Developed ETF 0.35% 20,437 $1.0M Add +42.1%
IWD iShares Russell 1000 Value E 0.35% 5,488 $1.0M No change
DFIV Dimensional International Va 0.34% 26,149 $1.0M Add +10.9%
VWO Vanguard Ftse Emerging Marke 0.33% 21,942 $993K Reduce -13.4%
NEAR iShares SH Dba ETF Usd Inc. 0.33% 19,183 $976K Reduce -0.2%
VOOG Vanguard S&P 500 Growth ETF 0.31% 2,791 $934K Add +0.1%
DFCF Dimensional Core Fixed Inc. 0.31% 22,116 $930K Add +0.1%
XLF SS Financial Select Sector 0.31% 18,667 $930K Add +4.4%
ABBV Abbvie Inc. 0.31% 4,403 $922K Add +1.1%
QUAL iShares MSCI USA Quality Fac 0.31% 5,391 $921K Add +0.0%
GLD SPDR Gold Shares 0.30% 3,126 $901K Add +3.3%
GOOGL Alphabet Inc. Class A 0.29% 5,686 $879K Add +1.0%
VGIT Vanguard Intermediate-Term T 0.29% 14,793 $879K Add +23.7%
DFAU Dimensional US Core Equity M 0.29% 22,265 $856K Add +1.9%
DGRO iShares Core Dividend Growth 0.28% 13,685 $845K Add +0.1%
PFF iShares Preferred & Income S 0.28% 27,333 $840K Reduce -0.1%
PLD Prologis Inc. 0.27% 7,319 $818K Add +1.1%
AGG iShares Core U.S. Aggregate 0.27% 8,086 $800K Add +4.9%
JNJ Johnson & Johnson 0.27% 4,777 $792K Add +1.6%
XLP SS Consumer Staples Sel Sect 0.25% 9,315 $761K Add +0.4%
WELL Welltower Inc. 0.25% 4,889 $749K No change
IWR iShares Russell Mid-Cap ETF 0.25% 8,642 $735K Add +0.5%
DFSU Dimensional US Sus CORE1 ETF 0.24% 20,053 $718K Reduce -1.1%
FBCG Fidelity Blue Chip Grow ETF 0.24% 17,905 $716K Reduce -3.7%
AVLV Avantis US Large Cap Value 0.24% 10,830 $706K Add +20.1%
LLY Eli Lilly & Co. 0.23% 846 $698K Add +10.3%
VZ Verizon Communications Inc. 0.22% 14,755 $669K Reduce -6.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.22% 2,628 $653K Reduce -0.8%
AMGN Amgen Inc. 0.22% 2,066 $644K Add +1.2%
CMF iShares California Muni Bond 0.21% 11,400 $642K No change
SDY SS SPDR S&P Dividend ETF 0.21% 4,615 $626K No change
WAT Waters Corp. 0.20% 1,601 $590K Reduce -7.7%
NOBL Proshares S&P 500 Dividend A 0.19% 5,578 $570K No change
MTUM iShares MSCI USA Momentum Fa 0.19% 2,787 $563K No change
VCIT Vanguard Int-Term Corporate 0.18% 6,499 $531K No change
IXUS iShares Core Intl Stock ETF 0.17% 7,466 $521K Add +1.4%
T AT&T Inc. 0.17% 18,125 $513K Reduce -26.2%
SLQD iShares 0-5 YR Inv GRD Corp. 0.17% 9,876 $497K Add +0.9%
BOND PIMCO Active Bond Exchange-T 0.16% 5,308 $491K No change
FTNT Fortinet Inc. 0.16% 5,060 $487K Add +0.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.16% 1,872 $484K Add +3.5%
RTX RTX Corp. 0.16% 3,542 $469K Add +0.2%
AME Ametek Inc. 0.16% 2,720 $468K Add +0.1%
PYLD PIMCO Multisector Bond Actv 0.15% 17,260 $455K Add +12.8%
ABT Abbott Laboratories 0.15% 3,412 $453K Add +3.0%
IUSV iShares Core S&P U.S. Value 0.14% 4,688 $433K Add +14.5%
DFSI Dimensional Int Sus COR1 ETF 0.14% 12,274 $428K No change
WMT Walmart Inc. 0.14% 4,603 $404K Add +0.6%
IYR iShares US Real Estate ETF 0.13% 4,134 $396K Add +3.8%
SCHF Schwab Intl Equity ETF 0.13% 19,988 $395K Add +7.8%
MA Mastercard Inc. Class A 0.13% 710 $389K No change
MO Altria Group Inc. 0.13% 6,432 $386K No change
COST Costco Wholesale Corp. 0.13% 404 $382K Reduce -16.9%
WM Waste Management Inc. 0.13% 1,641 $380K Add +2.3%
NBBK NB Bancorp Inc. 0.12% 20,000 $361K New
BWX SS SPDR BB Intl Treasury BD 0.12% 16,068 $351K Reduce -0.6%
V Visa Inc. Class A 0.12% 995 $349K Add +8.7%
VRTX Vertex Pharmaceuticals Inc. 0.12% 717 $348K Add +0.1%
IGEB iShares Investment Grade SYS 0.12% 7,644 $344K No change
CSCO Cisco Systems Inc. 0.11% 5,512 $340K Add +0.1%
BSV Vanguard Short-Term Bond ETF 0.11% 4,271 $334K No change
IWO iShares Russell 2000 Growth 0.11% 1,296 $331K Add +4.3%
DFIC Dimensional International Co. 0.11% 11,834 $329K Add +28.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.11% 7,804 $326K Add +0.9%
IYF iShares US Financials ETF 0.11% 2,860 $323K Add +4.6%
EFV iShares MSCI Eafe Value ETF 0.11% 5,378 $317K New
KORP American Century Diversified 0.10% 6,700 $313K No change
IAU iShares Gold Trust 0.10% 5,193 $306K No change
ORCL Oracle Corp. 0.10% 2,168 $303K No change
CVX Chevron Corp. 0.10% 1,770 $296K Add +0.6%
VEU Vanguard Ftse All-World Ex-U 0.10% 4,804 $291K No change
TIP iShares Tips Bond ETF 0.10% 2,616 $291K No change
IEF iShares 7-10 Year Treasury B 0.10% 2,982 $284K Reduce -21.9%
MINT PIMCO Enhanced Short Maturit 0.09% 2,811 $283K Add +0.2%
UNH Unitedhealth Group Inc. 0.09% 533 $279K Add +0.8%
PSA Public Storage 0.09% 929 $278K No change
PLTR Palantir Technologies Inc. Class A 0.09% 3,184 $269K New
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.09% 7,483 $267K New
HD Home Depot Inc. 0.09% 724 $265K Add +4.2%
SYK Stryker Corp. 0.09% 706 $263K Add +3.8%
IEMG iShares Core MSCI Emerging 0.09% 4,761 $257K Reduce -16.7%
XLE SS Energy Select Sector 0.09% 2,746 $257K Add +16.9%
DFAW Dimensional World Eqty ETF 0.08% 4,140 $254K Reduce -18.9%
SBUX Starbucks Corp. 0.08% 2,501 $245K Add +2.5%
MMM 3M Co. 0.08% 1,657 $243K Add +3.5%
BIV Vanguard Intermediate-Term B 0.08% 3,139 $240K Reduce -1.7%
SLV iShares Silver Trust 0.08% 7,722 $239K Reduce -0.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.08% 2,400 $237K Reduce -0.5%
NOC Northrop Grumman Corp. 0.08% 459 $235K Reduce -4.4%
BSX Boston Scientific Corp. 0.08% 2,298 $232K Add +0.2%
KO The Coca-Cola Co. 0.08% 3,233 $232K Reduce -6.1%
WFC Wells Fargo & Co. 0.08% 3,207 $230K Add +0.0%
FLOT iShares Floating Rate Bond E 0.08% 4,498 $230K No change
MRK Merck & Co. Inc. 0.07% 2,482 $223K Reduce -1.4%
PWB Invesco Large Cap Growth ETF 0.07% 2,300 $221K Reduce -17.9%
FLV American Century Focused Lar 0.07% 3,150 $220K No change
RGEN Repligen Corp. 0.07% 1,723 $219K Add +0.1%
VALQ American Century US Quality 0.07% 3,600 $219K No change
GILD Gilead Sciences Inc. 0.07% 1,945 $218K New
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.07% 885 $217K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.07% 844 $213K Add +17.9%
EEM iShares MSCI Emerging Market 0.07% 4,839 $211K Reduce -0.4%
STT State Street Corp. 0.07% 2,356 $211K New
AMD Advanced Micro Devices 0.07% 2,050 $211K Reduce -2.3%
SCHG Schwab US Large-Cap Growth 0.07% 8,377 $210K Add +0.1%
FELC Fidelity Enh LRG Cap Cor ETF 0.07% 6,628 $207K Reduce -5.7%
JFR Nuveen Floating Rate Income 0.05% 18,001 $152K Add +0.0%
EOSE Eos Energy Enterprises Inc. 0.03% 21,500 $81K No change
MARRIOTT VACATION WORLDW (VAC 0 01/15/26) 0.01% 32,000 $31K No change

Portfolio Sells Q4 2024 → Q1 2025
MSFT Microsoft Corp. Reduce -12.8% 1.42% −0.41
AAPL Apple Inc. Reduce -1.1% 2.37% −0.33
TSLA Tesla Inc. Reduce -1.4% 0.52% −0.30
NVDA Nvidia Corp. Reduce -4.1% 0.48% −0.14
WDAY Workday Inc. Class A Sold out 0.00% −0.09
DFAE Dimensional Emerging Core Eq Sold out 0.00% −0.09
EWX State Street SPDR S&P Emergi Sold out 0.00% −0.09
SYSB iShares Systematic Bond ETF Sold out 0.00% −0.09
VBR Vngrd Mrngst SL-CP Val ETF-U Sold out 0.00% −0.07
VUSB Vanguard Ultra Short Bond Et Sold out 0.00% −0.07
FBCG Fidelity Blue Chip Grow ETF Reduce -3.7% 0.24% −0.05
VWO Vanguard Ftse Emerging Marke Reduce -13.4% 0.33% −0.04
FBND Fidelity Total Bond ETF Reduce -3.9% 1.07% −0.03
IEF iShares 7-10 Year Treasury B Reduce -21.9% 0.10% −0.02
DFAW Dimensional World Eqty ETF Reduce -18.9% 0.08% −0.02
PWB Invesco Large Cap Growth ETF Reduce -17.9% 0.07% −0.02
COST Costco Wholesale Corp. Reduce -16.9% 0.13% −0.02
WAT Waters Corp. Reduce -7.7% 0.20% −0.02
DFSU Dimensional US Sus CORE1 ETF Reduce -1.1% 0.24% −0.02
T AT&T Inc. Reduce -26.2% 0.17% −0.02
AMD Advanced Micro Devices Reduce -2.3% 0.07% −0.01
PG The Procter & Gamble Co. Reduce -2.7% 1.17% −0.01
IEMG iShares Core MSCI Emerging Reduce -16.7% 0.09% −0.01
DIS The Walt Disney Co. Reduce -0.5% 0.08% −0.01
MRK Merck & Co. Inc. Reduce -1.4% 0.07% −0.01
FELC Fidelity Enh LRG Cap Cor ETF Reduce -5.7% 0.07% −0.01
PFF iShares Preferred & Income S Reduce -0.1% 0.28% −0.01
BIV Vanguard Intermediate-Term B Reduce -1.7% 0.08% +0.00
NEAR iShares SH Dba ETF Usd Inc. Reduce -0.2% 0.33% +0.00
BWX SS SPDR BB Intl Treasury BD Reduce -0.6% 0.12% +0.00
EEM iShares MSCI Emerging Market Reduce -0.4% 0.07% +0.00
NOC Northrop Grumman Corp. Reduce -4.4% 0.08% +0.00
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -0.9% 0.60% +0.00
DVY iShares Select Dividend ETF Reduce -1.4% 0.61% +0.00
KO The Coca-Cola Co. Reduce -6.1% 0.08% +0.01
VYMI Vanguard Int High DVD YLD Inc. Reduce -7.4% 1.23% +0.01
SLV iShares Silver Trust Reduce -0.6% 0.08% +0.01
VZ Verizon Communications Inc. Reduce -6.2% 0.22% +0.01
IBM Intl Business Machines Corp. Reduce -0.8% 0.22% +0.02
IEFA iShares Core MSCI Eafe ETF Reduce -0.4% 0.72% +0.05
USMV iShares MSCI USA Min Vol Fac Reduce -1.3% 2.15% +0.08

Portfolio Buys Q4 2024 → Q1 2025
VYM Vanguard High DVD Yield ETF Add +4.5% 6.97% +0.36
DFUS Dimensional US Eq MKT ETF Add +13.2% 3.06% +0.21
SCHD Schwab US DVD Equity ETF Add +18.0% 0.99% +0.17
VPLS Vanguard Core-Plus Bond ETF Add +36.2% 0.55% +0.15
IJH iShares Core S&P Midcap ETF Add +19.3% 1.39% +0.15
VTV Vanguard Mrngstr Val ETF-Aui Add +4.5% 2.29% +0.14
NBBK NB Bancorp Inc. New 0.12% +0.12
VEA Vanguard Ftse Developed ETF Add +42.1% 0.35% +0.12
EFV iShares MSCI Eafe Value ETF New 0.11% +0.11
BRK.B Berkshire Hathaway Inc. Class B Add +0.7% 0.66% +0.10
PLTR Palantir Technologies Inc. Class A New 0.09% +0.09
CGDV Cap Group Dividend Value New 0.09% +0.09
DFAX Dimensional World Ex US Core Add +0.5% 1.53% +0.08
GILD Gilead Sciences Inc. New 0.07% +0.07
IGSB iShares 1-5Y Inv Grade Corp. Add +6.3% 1.00% +0.07
STT State Street Corp. New 0.07% +0.07
O Realty Income Corp. Add +6.8% 0.50% +0.07
AOK iShares Core 30/70 Conservat Add +2.9% 1.82% +0.07
DFIV Dimensional International Va Add +10.9% 0.34% +0.06
VGIT Vanguard Intermediate-Term T Add +23.7% 0.29% +0.06
VCSH Vanguard S/T Corp. Bond ETF Add +12.3% 0.51% +0.06
VGSH Vanguard Short-Term Treasury Add +6.3% 0.90% +0.06
GLD SPDR Gold Shares Add +3.3% 0.30% +0.06
SHY iShares 1-3 Year Treasury Bo Add +5.3% 0.94% +0.05
HDV iShares Core High Dividend E Add +0.0% 0.73% +0.05
XOM Exxon Mobil Corp. Add +1.0% 0.50% +0.05
ABBV Abbvie Inc. Add +1.1% 0.31% +0.05
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +3.8% 0.87% +0.05
AOM iShares Core 40/60 Moderate Add +1.3% 2.00% +0.04
JNJ Johnson & Johnson Add +1.6% 0.27% +0.04
AMGN Amgen Inc. Add +1.2% 0.22% +0.04
LLY Eli Lilly & Co. Add +10.3% 0.23% +0.04
AVLV Avantis US Large Cap Value Add +20.1% 0.24% +0.03
DFIC Dimensional International Co. Add +28.8% 0.11% +0.03
VXUS Vanguard Total Intl Stock Add +1.5% 0.44% +0.03
BND Vanguard Total Bond Market Add +2.6% 0.63% +0.03
ISTB iShares Core 1-5 Year Usd Bo Add +2.3% 0.81% +0.03
META Meta Platforms Inc. Class A Add +6.6% 0.58% +0.03
ABT Abbott Laboratories Add +3.0% 0.15% +0.03
XLF SS Financial Select Sector Add +4.4% 0.31% +0.02
DCOR Dimensional US Core Eq 1 ETF Add +8.0% 0.72% +0.02
RTX RTX Corp. Add +0.2% 0.16% +0.02
V Visa Inc. Class A Add +8.7% 0.12% +0.02
VRTX Vertex Pharmaceuticals Inc. Add +0.1% 0.12% +0.02
PYLD PIMCO Multisector Bond Actv Add +12.8% 0.15% +0.02
WM Waste Management Inc. Add +2.3% 0.13% +0.02
XLE SS Energy Select Sector Add +16.9% 0.09% +0.02
IUSV iShares Core S&P U.S. Value Add +14.5% 0.14% +0.02
AGG iShares Core U.S. Aggregate Add +4.9% 0.27% +0.02
PLD Prologis Inc. Add +1.1% 0.27% +0.02

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