Kavar Capital Partners Group, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Kavar Capital Partners Group, LLC reported 177 stock positions worth $600.0 million. Its top holding was Apple (AAPL) at 5.8% of the portfolio, followed by Schwab Fndmntl US LRG Co. ETF (FNDX, 5.7%) and Schwab US Large-Cap ETF (SCHX, 5.3%). Compared with Q4 2024, it opened 15 new positions, sold out of 13, added to 69 and reduced 43. The biggest buy was Berkshire Hathaway Class A (BRK.A, shares +1000%) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F
Q2 2026
Location
LEAWOOD, KS
CIK
0001841766
Portfolio Value
$600.0M (Q1 2025)
SEC Filing
0001725547-25-001451 ↗ filed Apr 23, 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 Q4 2024 Q1 2025: $600.0M $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 177 stocks · $600.0M
AAPL Apple Inc. 5.77% 155,943 $34.6M Reduce -0.6%
FNDX Schwab Fndmntl US LRG Co. ETF 5.71% 1,450,222 $34.2M Add +4.2%
SCHX Schwab US Large-Cap ETF 5.28% 1,433,824 $31.7M Add +6.0%
SCHF Schwab Intl Equity ETF 4.21% 1,277,052 $25.3M Add +5.7%
BRK.B Berkshire Hathaway Inc. Class B 3.50% 41,427 $21.0M Add +2.6%
NVDA Nvidia Corp. 2.99% 165,745 $18.0M Reduce -0.8%
GOOGL Alphabet Inc. Class A 2.66% 103,282 $16.0M Reduce -0.7%
MSFT Microsoft Corp. 2.56% 40,998 $15.4M Reduce -0.2%
TMO Thermo Fisher Scientific Inc. 2.43% 29,305 $14.6M Add +1.5%
PG The Procter & Gamble Co. 1.90% 66,998 $11.4M Add +0.3%
ORLY O'reilly Automotive Inc. 1.77% 7,418 $10.6M Reduce -1.4%
JPM JPMorgan Chase & Co. 1.76% 43,132 $10.6M Add +2.2%
AVUV Avantis US Small Cap Value 1.71% 117,574 $10.2M Add +3.7%
RSP Invesco S&P 500 Equal Weight 1.66% 57,424 $9.9M Reduce -0.7%
ABBV Abbvie Inc. 1.65% 47,219 $9.9M Reduce -0.1%
DHR Danaher Corp. 1.63% 47,757 $9.8M Add +2.4%
AVEM Avantis Emerging Markets Eq 1.55% 154,372 $9.3M Add +4.7%
BRK.A Berkshire Hathaway Inc. Class A 1.46% 11 $8.8M Add +1000.0%
VIG Vanguard Dividend Apprec ETF 1.29% 39,930 $7.7M Reduce -0.4%
SCHM Schwab US Mid Cap ETF 1.28% 294,162 $7.7M Add +13.0%
JNJ Johnson & Johnson 1.28% 46,268 $7.7M Reduce -1.1%
V Visa Inc. Class A 1.26% 21,645 $7.6M Reduce -0.6%
CAT Caterpillar Inc. 1.26% 22,865 $7.5M Reduce -0.3%
XOM Exxon Mobil Corp. 1.24% 62,530 $7.4M Add +1.8%
WMT Walmart Inc. 1.19% 81,489 $7.2M Add +0.5%
BDX Becton Dickinson and Co. 1.17% 30,538 $7.0M Reduce -0.1%
BX Blackstone Inc. 1.10% 47,235 $6.6M Add +4.2%
AMZN Amazon.com Inc. 1.06% 33,304 $6.3M Add +0.8%
UL Unilever PLC 0.98% 98,859 $5.9M Reduce -0.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.97% 23,309 $5.8M Reduce -0.6%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.96% 159,975 $5.8M Reduce -0.0%
ARCC Ares Capital Corp. 0.94% 253,767 $5.6M Add +6.1%
SCHW Schwab (charles) Corp. 0.93% 71,463 $5.6M No change
ABT Abbott Laboratories 0.91% 41,157 $5.5M Reduce -1.4%
SCHA Schwab US Small-Cap ETF 0.91% 232,748 $5.5M Add +4.9%
SBUX Starbucks Corp. 0.90% 55,046 $5.4M Reduce -0.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.89% 28,794 $5.4M Reduce -0.0%
HD Home Depot Inc. 0.85% 13,866 $5.1M Add +1.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.82% 13,326 $4.9M Add +27.0%
STE Steris PLC 0.80% 21,188 $4.8M Reduce -6.1%
GS Goldman Sachs Group Inc. 0.79% 8,650 $4.7M Reduce -0.5%
DE Deere & Co. 0.76% 9,719 $4.6M Reduce -0.1%
LNG Cheniere Energy Inc. 0.76% 19,590 $4.5M Add +3.5%
MDLZ Mondelez International Inc. Class A 0.66% 58,300 $4.0M Add +0.1%
PEP Pepsico Inc. 0.63% 25,151 $3.8M Add +1.1%
FDX FedEx Corp. 0.63% 15,448 $3.8M Add +3.5%
CVX Chevron Corp. 0.63% 22,510 $3.8M Add +4.5%
NKE Nike Inc. Class B 0.61% 57,314 $3.6M Add +0.9%
KO The Coca-Cola Co. 0.60% 50,005 $3.6M Add +0.1%
MCD McDonald's Corp. 0.55% 10,568 $3.3M Reduce -0.5%
EMR Emerson Electric Co. 0.54% 29,815 $3.3M Reduce -0.5%
LMT Lockheed Martin Corp. 0.54% 7,314 $3.3M Add +4.3%
DEO Diageo PLC-Sponsored ADR 0.54% 30,747 $3.2M Reduce -5.5%
STZ Constellation Brands Inc. Class A 0.51% 16,578 $3.0M Add +1.4%
AVDV Avantis Intl S/C Value ETF 0.51% 43,508 $3.0M Add +25.0%
ADBE Adobe Inc. 0.49% 7,665 $2.9M Add +21.9%
PM Philip Morris International 0.48% 18,162 $2.9M No change
IVV iShares Core S&P 500 ETF 0.46% 4,890 $2.7M No change
ADP Automatic Data Processing 0.46% 8,945 $2.7M Add +0.1%
UBER Uber Technologies Inc. 0.45% 37,265 $2.7M New
TFC Truist Financial Corp. 0.44% 63,521 $2.6M Reduce -0.9%
SO The Southern Co. 0.41% 26,943 $2.5M No change
VTI VG Morningstar TS MKT ETF-US 0.40% 8,755 $2.4M Add +0.4%
LLY Eli Lilly & Co. 0.39% 2,813 $2.3M Add +0.2%
NVO Novo-Nordisk A/S-Spons ADR 0.38% 32,431 $2.3M Add +2.6%
DGX Quest Diagnostics Inc. 0.37% 13,143 $2.2M No change
VZ Verizon Communications Inc. 0.37% 48,614 $2.2M Reduce -2.1%
SYY Sysco Corp. 0.33% 26,687 $2.0M No change
BTU Peabody Energy Corp. 0.33% 147,700 $2.0M No change
BP BP PLC-Spons ADR 0.32% 57,427 $1.9M Reduce -0.5%
MO Altria Group Inc. 0.32% 31,935 $1.9M No change
SR Spire Inc. 0.32% 24,478 $1.9M Add +0.1%
SPYM Ste STR SPDR PT S&P 500 ETF 0.32% 29,125 $1.9M Add +0.7%
DFUS Dimensional US Eq MKT ETF 0.31% 31,240 $1.9M Add +0.1%
BUSE First Busey Corp. 0.30% 83,432 $1.8M New
ZTS Zoetis Inc. 0.30% 10,940 $1.8M Add +6.5%
COST Costco Wholesale Corp. 0.29% 1,864 $1.8M Add +11.0%
IWM iShares Russell 2000 ETF 0.27% 8,213 $1.6M No change
VOO Vanguard S&P 500 ETF 0.27% 3,131 $1.6M No change
DFUV Dimensional US Marketwide Va 0.25% 36,783 $1.5M Add +0.1%
GFF Griffon Corp. 0.25% 20,829 $1.5M Add +20.5%
MRK Merck & Co. Inc. 0.25% 16,530 $1.5M Reduce -0.8%
WM Waste Management Inc. 0.23% 5,839 $1.4M Add +8.9%
META Meta Platforms Inc. Class A 0.22% 2,301 $1.3M Reduce -3.0%
VEA Vanguard Ftse Developed ETF 0.22% 25,768 $1.3M No change
SLQT Selectquote Inc. 0.21% 377,624 $1.3M Add +19.6%
IJH iShares Core S&P Midcap ETF 0.21% 21,488 $1.3M No change
PHYS Sprott Physical Gold Trust 0.21% 51,400 $1.2M New
SPY SS SPDR S&P 500 ETF Trust-US 0.20% 2,155 $1.2M Reduce -2.6%
DUK Duke Energy Corp. 0.20% 9,695 $1.2M Add +45.5%
GSK GSK PLC-Spon ADR 0.18% 28,335 $1.1M Reduce -1.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.16% 9,678 $955K Add +0.1%
NFLX Netflix Inc. 0.16% 1,000 $932K Reduce -1.1%
GOOG Alphabet Inc. Class C 0.15% 5,741 $897K Reduce -8.3%
SPMD SS SPDR P S&P 400 Midcap ETF 0.15% 17,507 $896K Add +0.1%
DFAT Dimensional US Target Value 0.14% 16,876 $869K Add +0.1%
PFE Pfizer Inc. 0.14% 34,110 $864K Add +0.1%
DOW Dow Inc. 0.14% 24,714 $863K Reduce -1.6%
AVDE Avantis International Equity 0.14% 12,899 $855K Add +1.0%
IWF iShares Russell 1000 Growth 0.13% 2,219 $801K No change
ARE Alexandria Real Estate Equit 0.13% 8,206 $759K Reduce -2.4%
UMBF Umb Financial Corp. 0.12% 7,402 $748K No change
NEE Nextera Energy Inc. 0.12% 10,537 $747K No change
EEFT Euronet Worldwide Inc. 0.12% 6,900 $737K Reduce -72.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 17,229 $719K Add +79.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.12% 4,150 $717K No change
UNH Unitedhealth Group Inc. 0.12% 1,346 $705K Reduce -1.3%
MPC Marathon Petroleum Corp. 0.11% 4,613 $672K No change
IWB iShares Russell 1000 ETF 0.11% 2,167 $665K No change
AVGO Broadcom Inc. 0.11% 3,886 $651K Add +0.7%
AXP American Express Co. 0.11% 2,362 $635K Reduce -18.9%
MMM 3M Co. 0.10% 3,888 $571K No change
SHEL Shell PLC-ADR 0.09% 7,684 $563K Reduce -2.5%
DFAS Dimensional US Small Cap ETF 0.09% 9,278 $554K Add +0.1%
TSLA Tesla Inc. 0.09% 2,128 $551K Reduce -27.4%
COP Conocophillips 0.09% 5,169 $543K Add +0.0%
AEP American Electric Power 0.09% 4,820 $527K No change
GLW Corning Inc. 0.08% 11,033 $505K Add +0.3%
CDNS Cadence Design SYS Inc. 0.08% 1,904 $484K Add +38.1%
YUM Yum! Brands Inc. 0.08% 3,070 $483K No change
QQQ Invesco QQQ Trust Series 1 0.08% 1,026 $481K Add +6.8%
KKR KKR & Co. Inc. 0.08% 4,022 $465K No change
MCK McKesson Corp. 0.07% 662 $446K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.07% 11,916 $434K Add +0.2%
CSCO Cisco Systems Inc. 0.07% 6,984 $431K Add +3.1%
VB Vanguard Most SM-Cap ETF-Usd 0.07% 1,939 $430K No change
EFA iShares MSCI Eafe ETF 0.07% 5,095 $416K No change
ACGL Arch Capital Group Ltd. 0.07% 11,200 $398K New
HON Honeywell International Inc. 0.07% 1,865 $395K No change
IDEV iShares Core MSCI Dev MKTS 0.07% 5,731 $395K No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.06% 4,150 $357K No change
MA Mastercard Inc. Class A 0.06% 613 $336K No change
AMGN Amgen Inc. 0.05% 1,056 $329K Add +0.6%
SPSM SS SPDR P S&P 600 Small Cap 0.05% 7,888 $322K No change
ET Energy Transfer LP 0.05% 16,900 $314K No change
CBZ Cbiz Inc. 0.05% 4,105 $311K No change
LNT Alliant Energy Corp. 0.05% 4,779 $308K New
SCZ iShares MSCI Eafe Small-Cap 0.05% 4,780 $304K No change
IWR iShares Russell Mid-Cap ETF 0.05% 3,558 $303K No change
QCOM Qualcomm Inc. 0.05% 1,939 $298K Add +1.0%
RTX RTX Corp. 0.05% 2,219 $294K No change
BMEZ BlackRock HLTH Sci TRM TR II 0.05% 19,500 $291K Reduce -3.7%
TPLC Timothy PLN US LRG/Mid Cap 0.05% 6,846 $291K New
BMY Bristol-Myers Squibb Co. 0.05% 4,763 $290K No change
BKNG Booking Holdings Inc. 0.05% 63 $290K No change
CRM Salesforce Inc. 0.05% 1,041 $279K Add +0.1%
USB US Bancorp 0.05% 6,590 $278K Add +27.8%
EPD Enterprise Products Partners 0.05% 8,144 $278K Add +25.3%
AEE Ameren Corporation 0.05% 2,750 $276K New
BRO Brown & Brown Inc. 0.05% 2,188 $272K No change
GE General Electric filed as GE AEROSPACE 0.05% 1,353 $271K No change
CL Colgate-Palmolive Co. 0.04% 2,800 $262K No change
CBSH Commerce Bancshares Inc. 0.04% 4,210 $262K Add +0.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 1,005 $260K No change
APD Air Products & Chemicals Inc. 0.04% 875 $258K Add +1.3%
IVW iShares S&P 500 Growth ETF 0.04% 2,718 $252K No change
GLD SPDR Gold Shares 0.04% 875 $252K New
EVRG Evergy Inc. 0.04% 3,603 $248K No change
SCHG Schwab US Large-Cap Growth 0.04% 9,870 $247K Reduce -0.1%
ISRG Intuitive Surgical Inc. 0.04% 496 $246K Add +13.8%
ASML ASML Holding NV-NY Reg SHS 0.04% 369 $245K New
ADI Analog Devices Inc. 0.04% 1,210 $244K No change
LIN Linde PLC 0.04% 522 $243K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.04% 575 $241K No change
PLTR Palantir Technologies Inc. Class A 0.04% 2,721 $230K New
LRCX Lam Research Corp. 0.04% 3,116 $227K Reduce -0.1%
CB Chubb Ltd. 0.04% 740 $223K No change
IEMG iShares Core MSCI Emerging 0.04% 4,121 $222K No change
GDX Vaneck Gold Miners ETF 0.04% 4,809 $221K New
LOW Lowe's Cos Inc. 0.04% 939 $219K Add +0.8%
VHT Vanguard Health Care ETF 0.04% 825 $218K No change
INTC Intel Corp. 0.04% 9,608 $218K New
KMB Kimberly-Clark Corp. 0.04% 1,523 $217K New
TPSC Timothy Plan US Small Cap Co. 0.04% 5,824 $216K New
IBIT iShares Bitcoin Trust ETF 0.03% 4,375 $205K New
GDRX Goodrx Holdings Inc. Class A 0.03% 41,145 $181K No change
QVCG QVC Group Inc. 0.00% 50,000 $10K Add +100.0%

Portfolio Sells Q4 2024 → Q1 2025
AAPL Apple Inc. Reduce -0.6% 5.77% −0.86
NVDA Nvidia Corp. Reduce -0.8% 2.99% −0.80
GOOGL Alphabet Inc. Class A Reduce -0.7% 2.66% −0.67
MSFT Microsoft Corp. Reduce -0.2% 2.56% −0.36
CFB Crossfirst Bankshares Inc. Sold out 0.00% −0.32
EEFT Euronet Worldwide Inc. Reduce -72.3% 0.12% −0.31
DEO Diageo PLC-Sponsored ADR Reduce -5.5% 0.54% −0.16
CAT Caterpillar Inc. Reduce -0.3% 1.26% −0.15
EW Edwards Lifesciences Corp. Sold out 0.00% −0.12
TSLA Tesla Inc. Reduce -27.4% 0.09% −0.11
EMR Emerson Electric Co. Reduce -0.5% 0.54% −0.08
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.0% 0.89% −0.07
NBXG Neuberger Next Generation Co. Sold out 0.00% −0.07
BIBL Inspire 100 ETF Sold out 0.00% −0.06
RSP Invesco S&P 500 Equal Weight Reduce -0.7% 1.66% −0.05
GS Goldman Sachs Group Inc. Reduce -0.5% 0.79% −0.05
GOOG Alphabet Inc. Class C Reduce -8.3% 0.15% −0.05
TGT Target Corp. Sold out 0.00% −0.04
AXP American Express Co. Reduce -18.9% 0.11% −0.04
ETN Eaton Corp. PLC Sold out 0.00% −0.04
ORCL Oracle Corp. Sold out 0.00% −0.04
AJG Arthur J Gallagher & Co. Sold out 0.00% −0.04
VIG Vanguard Dividend Apprec ETF Reduce -0.4% 1.29% −0.04
CMI Cummins Inc. Sold out 0.00% −0.04
FFBC First Financial Bancorp Sold out 0.00% −0.04
AMD Advanced Micro Devices Sold out 0.00% −0.04
BNS Bank of Nova Scotia Sold out 0.00% −0.03
TFC Truist Financial Corp. Reduce -0.9% 0.44% −0.03
MRK Merck & Co. Inc. Reduce -0.8% 0.25% −0.03
OBDE Blue Owl Capital Corp. III Sold out 0.00% −0.03
DOW Dow Inc. Reduce -1.6% 0.14% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.6% 0.20% −0.02
META Meta Platforms Inc. Class A Reduce -3.0% 0.22% −0.01
ARE Alexandria Real Estate Equit Reduce -2.4% 0.13% −0.01
BDX Becton Dickinson and Co. Reduce -0.1% 1.17% −0.01
SCHG Schwab US Large-Cap Growth Reduce -0.1% 0.04% −0.01
BMEZ BlackRock HLTH Sci TRM TR II Reduce -3.7% 0.05% −0.00
LRCX Lam Research Corp. Reduce -0.1% 0.04% −0.00
UNH Unitedhealth Group Inc. Reduce -1.3% 0.12% +0.00
NFLX Netflix Inc. Reduce -1.1% 0.16% +0.00
SHEL Shell PLC-ADR Reduce -2.5% 0.09% +0.01
STE Steris PLC Reduce -6.1% 0.80% +0.02
GSK GSK PLC-Spon ADR Reduce -1.4% 0.18% +0.02
MCD McDonald's Corp. Reduce -0.5% 0.55% +0.03
UL Unilever PLC Reduce -0.2% 0.98% +0.03
VZ Verizon Communications Inc. Reduce -2.1% 0.37% +0.03
BP BP PLC-Spons ADR Reduce -0.5% 0.32% +0.04
SBUX Starbucks Corp. Reduce -0.2% 0.90% +0.05
DE Deere & Co. Reduce -0.1% 0.76% +0.06
FNDF Schwab Fndmn Intl LRG Co. ETF Reduce -0.0% 0.96% +0.07

Portfolio Buys Q4 2024 → Q1 2025
BRK.A Berkshire Hathaway Inc. Class A Add +1000.0% 1.46% +1.35
BRK.B Berkshire Hathaway Inc. Class B Add +2.6% 3.50% +0.52
UBER Uber Technologies Inc. New 0.45% +0.45
SCHF Schwab Intl Equity ETF Add +5.7% 4.21% +0.43
BUSE First Busey Corp. New 0.30% +0.30
PHYS Sprott Physical Gold Trust New 0.21% +0.21
FNDX Schwab Fndmntl US LRG Co. ETF Add +4.2% 5.71% +0.13
AVDV Avantis Intl S/C Value ETF Add +25.0% 0.51% +0.12
XOM Exxon Mobil Corp. Add +1.8% 1.24% +0.12
CVX Chevron Corp. Add +4.5% 0.63% +0.10
VUG Vanguard Mrngstar GR ETF-Sui Add +27.0% 0.82% +0.10
AVEM Avantis Emerging Markets Eq Add +4.7% 1.55% +0.08
DUK Duke Energy Corp. Add +45.5% 0.20% +0.08
KO The Coca-Cola Co. Add +0.1% 0.60% +0.07
MDLZ Mondelez International Inc. Class A Add +0.1% 0.66% +0.07
LNG Cheniere Energy Inc. Add +3.5% 0.76% +0.07
ACGL Arch Capital Group Ltd. New 0.07% +0.07
SCHM Schwab US Mid Cap ETF Add +13.0% 1.28% +0.07
JPM JPMorgan Chase & Co. Add +2.2% 1.76% +0.05
ARCC Ares Capital Corp. Add +6.1% 0.94% +0.05
LNT Alliant Energy Corp. New 0.05% +0.05
TPLC Timothy PLN US LRG/Mid Cap New 0.05% +0.05
BAC Bank of America Corp. Add +79.0% 0.12% +0.05
AEE Ameren Corporation New 0.05% +0.05
WM Waste Management Inc. Add +8.9% 0.23% +0.04
GLD SPDR Gold Shares New 0.04% +0.04
ASML ASML Holding NV-NY Reg SHS New 0.04% +0.04
GFF Griffon Corp. Add +20.5% 0.25% +0.04
SR Spire Inc. Add +0.1% 0.32% +0.04
PLTR Palantir Technologies Inc. Class A New 0.04% +0.04
GDX Vaneck Gold Miners ETF New 0.04% +0.04
INTC Intel Corp. New 0.04% +0.04
KMB Kimberly-Clark Corp. New 0.04% +0.04
TPSC Timothy Plan US Small Cap Co. New 0.04% +0.04
IBIT iShares Bitcoin Trust ETF New 0.03% +0.03
COST Costco Wholesale Corp. Add +11.0% 0.29% +0.03
LLY Eli Lilly & Co. Add +0.2% 0.39% +0.02
ZTS Zoetis Inc. Add +6.5% 0.30% +0.02
ADBE Adobe Inc. Add +21.9% 0.49% +0.02
ADP Automatic Data Processing Add +0.1% 0.46% +0.01
EPD Enterprise Products Partners Add +25.3% 0.05% +0.01
SLQT Selectquote Inc. Add +19.6% 0.21% +0.01
PG The Procter & Gamble Co. Add +0.3% 1.90% +0.01
CDNS Cadence Design SYS Inc. Add +38.1% 0.08% +0.01
AVDE Avantis International Equity Add +1.0% 0.14% +0.01
AMGN Amgen Inc. Add +0.6% 0.05% +0.01
USB US Bancorp Add +27.8% 0.05% +0.00
CSCO Cisco Systems Inc. Add +3.1% 0.07% +0.00
COP Conocophillips Add +0.0% 0.09% +0.00
SPDW Ste STR SPDR PT DW Eu ETF Add +0.2% 0.07% +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