Kavar Capital Partners Group, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), Kavar Capital Partners Group, LLC reported 175 stock positions worth $591.8 million. Its top holding was Apple (AAPL) at 6.6% of the portfolio, followed by Schwab Fndmntl US LRG Co. ETF (FNDX, 5.6%) and Schwab US Large-Cap ETF (SCHX, 5.3%). Compared with Q3 2024, it opened 11 new positions, sold out of 16, added to 47 and reduced 56. The biggest buy was Alphabet Class A (GOOGL, shares +1%) and the biggest sale an exit from Vanguard Total Bond Market (BND).

Most Recent 13F
Q2 2026
Location
LEAWOOD, KS
CIK
0001841766
Portfolio Value
$591.8M (Q4 2024)
SEC Filing
0001725547-25-000149 ↗ filed Jan 22, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $541.9M Q1 2024 Q2 2024: $554.7M Q2 2024 Q3 2024: $632.2M Q3 2024 Q4 2024: $591.8M $591.8M Q4 2024 Q1 2025: $600.0M Q1 2025 Q2 2025: $695.6M Q2 2025 Q3 2025: $750.0M Q3 2025 Q4 2025: $725.5M Q4 2025 Q1 2026: $798.4M Q1 2026 Q2 2026: $811.6M Q2 2026

Holdings 175 stocks · $591.8M
AAPL Apple Inc. 6.64% 156,825 $39.3M Reduce -1.1%
FNDX Schwab Fndmntl US LRG Co. ETF 5.57% 1,392,480 $33.0M Add +5.9%
SCHX Schwab US Large-Cap ETF 5.30% 1,352,845 $31.4M Add +3.2%
NVDA Nvidia Corp. 3.79% 167,031 $22.4M Reduce -1.6%
SCHF Schwab Intl Equity ETF 3.78% 1,208,757 $22.4M Add +5.1%
GOOGL Alphabet Inc. Class A 3.33% 104,049 $19.7M Add +1.1%
BRK.B Berkshire Hathaway Inc. Class B 2.97% 40,359 $17.6M Add +0.3%
MSFT Microsoft Corp. 2.93% 41,070 $17.3M Add +0.8%
TMO Thermo Fisher Scientific Inc. 2.54% 28,880 $15.0M Reduce -0.1%
PG The Procter & Gamble Co. 1.89% 66,766 $11.2M Add +0.2%
AVUV Avantis US Small Cap Value 1.85% 113,343 $10.9M Add +1.9%
DHR Danaher Corp. 1.81% 46,657 $10.7M Add +0.0%
RSP Invesco S&P 500 Equal Weight 1.71% 57,833 $10.1M Reduce -0.3%
JPM JPMorgan Chase & Co. 1.71% 42,217 $10.1M Reduce -0.3%
ORLY O'reilly Automotive Inc. 1.51% 7,520 $8.9M Reduce -1.0%
AVEM Avantis Emerging Markets Eq 1.46% 147,388 $8.7M Add +2.2%
ABBV Abbvie Inc. 1.42% 47,244 $8.4M Reduce -0.4%
CAT Caterpillar Inc. 1.41% 22,944 $8.3M Add +0.0%
VIG Vanguard Dividend Apprec ETF 1.33% 40,107 $7.9M Reduce -0.2%
BX Blackstone Inc. 1.32% 45,331 $7.8M Add +0.2%
WMT Walmart Inc. 1.24% 81,053 $7.3M Reduce -0.4%
AMZN Amazon.com Inc. 1.22% 33,025 $7.2M Add +5.1%
SCHM Schwab US Mid Cap ETF 1.22% 260,386 $7.2M Add +4.4%
BDX Becton Dickinson and Co. 1.17% 30,572 $6.9M Reduce -3.3%
V Visa Inc. Class A 1.16% 21,772 $6.9M Add +1.6%
JNJ Johnson & Johnson 1.14% 46,788 $6.8M Reduce -8.1%
XOM Exxon Mobil Corp. 1.12% 61,449 $6.6M Add +0.3%
SCHA Schwab US Small-Cap ETF 0.97% 221,963 $5.7M Reduce -0.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.96% 28,802 $5.7M Reduce -3.2%
UL Unilever PLC 0.95% 99,073 $5.6M Reduce -0.0%
HD Home Depot Inc. 0.90% 13,708 $5.3M Add +0.2%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.90% 159,991 $5.3M Reduce -2.8%
SCHW Schwab (charles) Corp. 0.89% 71,463 $5.3M Add +0.7%
ARCC Ares Capital Corp. 0.88% 239,223 $5.2M Add +1.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.87% 23,453 $5.2M Reduce -2.2%
SBUX Starbucks Corp. 0.85% 55,143 $5.0M Reduce -0.9%
GS Goldman Sachs Group Inc. 0.84% 8,692 $5.0M Reduce -0.3%
ABT Abbott Laboratories 0.80% 41,757 $4.7M Reduce -0.4%
STE Steris PLC 0.78% 22,567 $4.6M Add +0.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.73% 10,496 $4.3M Add +15.7%
NKE Nike Inc. Class B 0.73% 56,785 $4.3M Reduce -1.0%
FDX FedEx Corp. 0.71% 14,926 $4.2M Add +1.7%
DEO Diageo PLC-Sponsored ADR 0.70% 32,543 $4.1M Reduce -9.7%
DE Deere & Co. 0.70% 9,726 $4.1M Add +1.6%
LNG Cheniere Energy Inc. 0.69% 18,925 $4.1M Add +1.5%
PEP Pepsico Inc. 0.64% 24,883 $3.8M Reduce -0.6%
EMR Emerson Electric Co. 0.63% 29,965 $3.7M Reduce -0.4%
STZ Constellation Brands Inc. Class A 0.61% 16,347 $3.6M Reduce -0.5%
MDLZ Mondelez International Inc. Class A 0.59% 58,255 $3.5M Add +0.3%
LMT Lockheed Martin Corp. 0.58% 7,015 $3.4M Add +4.2%
CVX Chevron Corp. 0.53% 21,531 $3.1M Add +4.0%
KO The Coca-Cola Co. 0.53% 49,954 $3.1M Reduce -0.1%
BTU Peabody Energy Corp. 0.52% 147,700 $3.1M Reduce -1.7%
MCD McDonald's Corp. 0.52% 10,624 $3.1M Reduce -1.2%
IVV iShares Core S&P 500 ETF 0.49% 4,890 $2.9M Add +0.8%
ADBE Adobe Inc. 0.47% 6,290 $2.8M New
TFC Truist Financial Corp. 0.47% 64,071 $2.8M Reduce -3.2%
NVO Novo-Nordisk A/S-Spons ADR 0.46% 31,599 $2.7M Reduce -0.5%
ADP Automatic Data Processing 0.44% 8,938 $2.6M No change
EEFT Euronet Worldwide Inc. 0.43% 24,918 $2.6M Reduce -1.0%
VTI VG Morningstar TS MKT ETF-US 0.43% 8,718 $2.5M Add +0.1%
AVDV Avantis Intl S/C Value ETF 0.38% 34,816 $2.3M Add +27.4%
SO The Southern Co. 0.37% 26,943 $2.2M No change
PM Philip Morris International 0.37% 18,162 $2.2M No change
LLY Eli Lilly & Co. 0.37% 2,808 $2.2M No change
SYY Sysco Corp. 0.34% 26,687 $2.0M Add +2.6%
SPYM Ste STR SPDR PT S&P 500 ETF 0.34% 28,935 $2.0M Add +0.8%
DFUS Dimensional US Eq MKT ETF 0.34% 31,215 $2.0M Add +0.1%
VZ Verizon Communications Inc. 0.34% 49,647 $2.0M Reduce -8.0%
DGX Quest Diagnostics Inc. 0.34% 13,143 $2.0M No change
CFB Crossfirst Bankshares Inc. 0.32% 126,750 $1.9M No change
IWM iShares Russell 2000 ETF 0.31% 8,213 $1.8M Reduce -0.8%
BP BP PLC-Spons ADR 0.29% 57,702 $1.7M Reduce -9.1%
VOO Vanguard S&P 500 ETF 0.29% 3,131 $1.7M Reduce -0.1%
ZTS Zoetis Inc. 0.28% 10,268 $1.7M Add +86.8%
MO Altria Group Inc. 0.28% 31,935 $1.7M No change
SR Spire Inc. 0.28% 24,447 $1.7M Add +0.1%
MRK Merck & Co. Inc. 0.28% 16,662 $1.7M Reduce -2.9%
COST Costco Wholesale Corp. 0.26% 1,679 $1.5M Reduce -0.9%
DFUV Dimensional US Marketwide Va 0.25% 36,728 $1.5M Add +0.2%
META Meta Platforms Inc. Class A 0.23% 2,371 $1.4M No change
IJH iShares Core S&P Midcap ETF 0.23% 21,488 $1.3M Reduce -0.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.22% 2,213 $1.3M No change
VEA Vanguard Ftse Developed ETF 0.21% 25,768 $1.2M No change
GFF Griffon Corp. 0.21% 17,284 $1.2M No change
GOOG Alphabet Inc. Class C 0.20% 6,257 $1.2M Reduce -4.6%
TSLA Tesla Inc. 0.20% 2,929 $1.2M Reduce -1.0%
SLQT Selectquote Inc. 0.20% 315,636 $1.2M No change
WM Waste Management Inc. 0.18% 5,361 $1.1M Add +41.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.18% 9,669 $1.1M Reduce -64.8%
DOW Dow Inc. 0.17% 25,126 $1.0M Reduce -47.7%
GSK GSK PLC-Spon ADR 0.16% 28,730 $972K Reduce -11.5%
SPMD SS SPDR P S&P 400 Midcap ETF 0.16% 17,487 $956K No change
DFAT Dimensional US Target Value 0.16% 16,867 $939K Add +0.1%
PFE Pfizer Inc. 0.15% 34,060 $904K No change
NFLX Netflix Inc. 0.15% 1,011 $901K Add +3.4%
AVGO Broadcom Inc. 0.15% 3,860 $895K No change
IWF iShares Russell 1000 Growth 0.15% 2,219 $891K No change
AXP American Express Co. 0.15% 2,912 $864K Add +0.1%
UMBF Umb Financial Corp. 0.14% 7,402 $835K No change
ARE Alexandria Real Estate Equit 0.14% 8,406 $820K Reduce -32.1%
AVDE Avantis International Equity 0.13% 12,769 $784K New
NEE Nextera Energy Inc. 0.13% 10,537 $755K Reduce -8.0%
DUK Duke Energy Corp. 0.12% 6,662 $718K No change
EW Edwards Lifesciences Corp. 0.12% 9,497 $703K Reduce -12.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.12% 4,150 $703K No change
IWB iShares Russell 1000 ETF 0.12% 2,167 $698K No change
UNH Unitedhealth Group Inc. 0.12% 1,364 $690K No change
BRK.A Berkshire Hathaway Inc. Class A 0.12% 1 $681K No change
MPC Marathon Petroleum Corp. 0.11% 4,613 $644K Reduce -1.9%
DFAS Dimensional US Small Cap ETF 0.10% 9,269 $603K Add +0.1%
KKR KKR & Co. Inc. 0.10% 4,022 $595K No change
GLW Corning Inc. 0.09% 11,005 $523K Add +1.3%
COP Conocophillips 0.09% 5,167 $512K Add +2.3%
MMM 3M Co. 0.08% 3,888 $502K No change
SHEL Shell PLC-ADR 0.08% 7,884 $494K Reduce -1.1%
QQQ Invesco QQQ Trust Series 1 0.08% 961 $491K Add +0.9%
VB Vanguard Most SM-Cap ETF-Usd 0.08% 1,939 $466K No change
AEP American Electric Power 0.08% 4,820 $445K No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.07% 4,150 $436K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 9,626 $423K Reduce -3.0%
HON Honeywell International Inc. 0.07% 1,865 $421K No change
CDNS Cadence Design SYS Inc. 0.07% 1,379 $414K New
YUM Yum! Brands Inc. 0.07% 3,070 $412K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.07% 11,890 $406K No change
NBXG Neuberger Next Generation Co. 0.07% 31,647 $403K New
CSCO Cisco Systems Inc. 0.07% 6,775 $401K Reduce -7.3%
EFA iShares MSCI Eafe ETF 0.07% 5,095 $385K Reduce -1.1%
MCK McKesson Corp. 0.06% 662 $377K No change
IDEV iShares Core MSCI Dev MKTS 0.06% 5,731 $369K No change
SPSM SS SPDR P S&P 600 Small Cap 0.06% 7,888 $354K No change
CRM Salesforce Inc. 0.06% 1,040 $348K Reduce -8.8%
BIBL Inspire 100 ETF 0.06% 8,700 $338K No change
CBZ Cbiz Inc. 0.06% 4,105 $336K Reduce -4.2%
ET Energy Transfer LP 0.06% 16,900 $331K No change
MA Mastercard Inc. Class A 0.05% 613 $323K No change
IWR iShares Russell Mid-Cap ETF 0.05% 3,558 $315K Reduce -1.2%
BKNG Booking Holdings Inc. 0.05% 63 $313K No change
QCOM Qualcomm Inc. 0.05% 1,919 $295K No change
BMEZ BlackRock HLTH Sci TRM TR II 0.05% 20,250 $292K Reduce -34.1%
SCZ iShares MSCI Eafe Small-Cap 0.05% 4,780 $290K Add +0.0%
IVW iShares S&P 500 Growth ETF 0.05% 2,718 $276K Reduce -15.5%
SCHG Schwab US Large-Cap Growth 0.05% 9,884 $275K Add +1.6%
AMGN Amgen Inc. 0.05% 1,050 $274K No change
BMY Bristol-Myers Squibb Co. 0.05% 4,763 $269K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 1,005 $265K No change
CBSH Commerce Bancshares Inc. 0.04% 4,184 $261K New
ADI Analog Devices Inc. 0.04% 1,210 $257K No change
RTX RTX Corp. 0.04% 2,219 $257K No change
CL Colgate-Palmolive Co. 0.04% 2,800 $255K No change
APD Air Products & Chemicals Inc. 0.04% 864 $251K No change
TGT Target Corp. 0.04% 1,849 $250K Reduce -1.1%
USB US Bancorp 0.04% 5,155 $247K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.04% 575 $245K No change
ETN Eaton Corp. PLC 0.04% 703 $233K No change
ORCL Oracle Corp. 0.04% 1,382 $230K Add +16.9%
LOW Lowe's Cos Inc. 0.04% 932 $230K No change
ISRG Intuitive Surgical Inc. 0.04% 436 $228K No change
GE General Electric filed as GE AEROSPACE 0.04% 1,353 $226K No change
LRCX Lam Research Corp. 0.04% 3,120 $225K New
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.04% 789 $224K New
BRO Brown & Brown Inc. 0.04% 2,188 $223K No change
EVRG Evergy Inc. 0.04% 3,603 $222K No change
LIN Linde PLC 0.04% 522 $219K No change
IEMG iShares Core MSCI Emerging 0.04% 4,121 $215K No change
CMI Cummins Inc. 0.04% 608 $212K New
VHT Vanguard Health Care ETF 0.04% 825 $209K No change
FFBC First Financial Bancorp 0.04% 7,750 $208K New
AMD Advanced Micro Devices 0.04% 1,716 $207K No change
CB Chubb Ltd. 0.03% 740 $204K No change
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX 0.03% 3,800 $204K No change
EPD Enterprise Products Partners 0.03% 6,500 $204K New
GDRX Goodrx Holdings Inc. Class A 0.03% 41,145 $191K No change
OBDE Blue Owl Capital Corp. III 0.03% 11,964 $173K New
QVCG QVC Group Inc. filed as QURATE RETAIL INC 0.00% 25,000 $8K No change

Portfolio Sells Q3 2024 → Q4 2024
BND Vanguard Total Bond Market Sold out 0.00% −2.79
AOM iShares Core 40/60 Moderate Sold out 0.00% −1.92
BSV Vanguard Short-Term Bond ETF Sold out 0.00% −0.56
JCPI JP Morgan Inflation MGD Bond Sold out 0.00% −0.37
TMO Thermo Fisher Scientific Inc. Reduce -0.1% 2.54% −0.29
DOW Dow Inc. Reduce -47.7% 0.17% −0.24
DIS The Walt Disney Co. Reduce -64.8% 0.18% −0.24
BXSL Blackstone Secured Lending F Sold out 0.00% −0.19
JNJ Johnson & Johnson Reduce -8.1% 1.14% −0.16
NVO Novo-Nordisk A/S-Spons ADR Reduce -0.5% 0.46% −0.14
BTU Peabody Energy Corp. Reduce -1.7% 0.52% −0.11
DEO Diageo PLC-Sponsored ADR Reduce -9.7% 0.70% −0.10
ARE Alexandria Real Estate Equit Reduce -32.1% 0.14% −0.09
NKE Nike Inc. Class B Reduce -1.0% 0.73% −0.08
FNDF Schwab Fndmn Intl LRG Co. ETF Reduce -2.8% 0.90% −0.07
QPFF American Century Qual Pref Sold out 0.00% −0.07
UL Unilever PLC Reduce -0.0% 0.95% −0.07
ABBV Abbvie Inc. Reduce -0.4% 1.42% −0.06
STZ Constellation Brands Inc. Class A Reduce -0.5% 0.61% −0.06
GSBD Goldman Sachs BDC Inc. Sold out 0.00% −0.05
SCHP Schwab U.S. Tips ETF Sold out 0.00% −0.05
VZ Verizon Communications Inc. Reduce -8.0% 0.34% −0.05
GSK GSK PLC-Spon ADR Reduce -11.5% 0.16% −0.05
KO The Coca-Cola Co. Reduce -0.1% 0.53% −0.04
BCE Bce Inc. Sold out 0.00% −0.04
SMB Vaneck Short Muni ETF Sold out 0.00% −0.03
BDX Becton Dickinson and Co. Reduce -3.3% 1.17% −0.03
PEP Pepsico Inc. Reduce -0.6% 0.64% −0.03
BAX Baxter International Inc. Sold out 0.00% −0.03
BLES Inspire Global Hope ETF Sold out 0.00% −0.03
MBB iShares MBS ETF Sold out 0.00% −0.03
INTC Intel Corp. Sold out 0.00% −0.03
DBL Doubleline Opport Credit Sold out 0.00% −0.03
MRK Merck & Co. Inc. Reduce -2.9% 0.28% −0.03
XNQPX Nuveen Pa QLTY Muni Inc. Sold out 0.00% −0.03
BMEZ BlackRock HLTH Sci TRM TR II Reduce -34.1% 0.05% −0.03
BP BP PLC-Spons ADR Reduce -9.1% 0.29% −0.03
NEE Nextera Energy Inc. Reduce -8.0% 0.13% −0.03
MPC Marathon Petroleum Corp. Reduce -1.9% 0.11% −0.01
SBUX Starbucks Corp. Reduce -0.9% 0.85% −0.01
TGT Target Corp. Reduce -1.1% 0.04% −0.00
EFA iShares MSCI Eafe ETF Reduce -1.1% 0.07% −0.00
IVW iShares S&P 500 Growth ETF Reduce -15.5% 0.05% −0.00
SHEL Shell PLC-ADR Reduce -1.1% 0.08% +0.00
MCD McDonald's Corp. Reduce -1.2% 0.52% +0.00
IWR iShares Russell Mid-Cap ETF Reduce -1.2% 0.05% +0.00
EW Edwards Lifesciences Corp. Reduce -12.7% 0.12% +0.01
CSCO Cisco Systems Inc. Reduce -7.3% 0.07% +0.01
BAC Bank of America Corp. Reduce -3.0% 0.07% +0.01
CRM Salesforce Inc. Reduce -8.8% 0.06% +0.01

Portfolio Buys Q3 2024 → Q4 2024
GOOGL Alphabet Inc. Class A Add +1.1% 3.33% +0.63
SCHX Schwab US Large-Cap ETF Add +3.2% 5.30% +0.61
FNDX Schwab Fndmntl US LRG Co. ETF Add +5.9% 5.57% +0.60
ADBE Adobe Inc. New 0.47% +0.47
AMZN Amazon.com Inc. Add +5.1% 1.22% +0.30
V Visa Inc. Class A Add +1.6% 1.16% +0.23
BX Blackstone Inc. Add +0.2% 1.32% +0.23
VUG Vanguard Mrngstar GR ETF-Sui Add +15.7% 0.73% +0.18
SCHW Schwab (charles) Corp. Add +0.7% 0.89% +0.17
AVUV Avantis US Small Cap Value Add +1.9% 1.85% +0.16
BRK.B Berkshire Hathaway Inc. Class B Add +0.3% 2.97% +0.16
LNG Cheniere Energy Inc. Add +1.5% 0.69% +0.16
MSFT Microsoft Corp. Add +0.8% 2.93% +0.15
AVDE Avantis International Equity New 0.13% +0.13
SCHM Schwab US Mid Cap ETF Add +4.4% 1.22% +0.13
ZTS Zoetis Inc. Add +86.8% 0.28% +0.11
ARCC Ares Capital Corp. Add +1.5% 0.88% +0.10
AVDV Avantis Intl S/C Value ETF Add +27.4% 0.38% +0.08
FDX FedEx Corp. Add +1.7% 0.71% +0.07
CDNS Cadence Design SYS Inc. New 0.07% +0.07
NBXG Neuberger Next Generation Co. New 0.07% +0.07
PG The Procter & Gamble Co. Add +0.2% 1.89% +0.07
DE Deere & Co. Add +1.6% 0.70% +0.06
WM Waste Management Inc. Add +41.0% 0.18% +0.06
CVX Chevron Corp. Add +4.0% 0.53% +0.04
CBSH Commerce Bancshares Inc. New 0.04% +0.04
IVV iShares Core S&P 500 ETF Add +0.8% 0.49% +0.04
NFLX Netflix Inc. Add +3.4% 0.15% +0.04
SCHF Schwab Intl Equity ETF Add +5.1% 3.78% +0.04
LRCX Lam Research Corp. New 0.04% +0.04
AJG Arthur J Gallagher & Co. New 0.04% +0.04
VTI VG Morningstar TS MKT ETF-US Add +0.1% 0.43% +0.04
CMI Cummins Inc. New 0.04% +0.04
FFBC First Financial Bancorp New 0.04% +0.04
EPD Enterprise Products Partners New 0.03% +0.03
SPYM Ste STR SPDR PT S&P 500 ETF Add +0.8% 0.34% +0.03
DFUS Dimensional US Eq MKT ETF Add +0.1% 0.34% +0.03
OBDE Blue Owl Capital Corp. III New 0.03% +0.03
HD Home Depot Inc. Add +0.2% 0.90% +0.02
SYY Sysco Corp. Add +2.6% 0.34% +0.02
AXP American Express Co. Add +0.1% 0.15% +0.02
SR Spire Inc. Add +0.1% 0.28% +0.02
DFUV Dimensional US Marketwide Va Add +0.2% 0.25% +0.01
GLW Corning Inc. Add +1.3% 0.09% +0.01
DFAT Dimensional US Target Value Add +0.1% 0.16% +0.01
QQQ Invesco QQQ Trust Series 1 Add +0.9% 0.08% +0.01
ORCL Oracle Corp. Add +16.9% 0.04% +0.01
DFAS Dimensional US Small Cap ETF Add +0.1% 0.10% +0.01
SCHG Schwab US Large-Cap Growth Add +1.6% 0.05% +0.01
COP Conocophillips Add +2.3% 0.09% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 204$811.6MSCHX, FNDX, AAPL, SCHF, GOOGL
Q1 2026 213$798.4MFNDX, SCHX, AAPL, SCHF, BND
Q4 2025 187$725.5MSCHX, FNDX, AAPL, SCHF, GOOGL
Q3 2025 187$750.0MSCHX, FNDX, AAPL, SCHF, NVDA
Q2 2025 191$695.6MSCHX, FNDX, AAPL, SCHF, NVDA
Q1 2025 177$600.0MAAPL, FNDX, SCHX, SCHF, BRK.B
Q4 2024 175$591.8MAAPL, FNDX, SCHX, NVDA, SCHF
Q3 2024 180$632.2MAAPL, FNDX, SCHX, SCHF, NVDA
Q2 2024 163$554.7MAAPL, FNDX, SCHX, SCHF, NVDA
Q1 2024 158$541.9MFNDX, AAPL, SCHX, SCHF, NVDA