Kickstand Ventures, Llc.

Name: KICKSTAND VENTURES, LLC. 13F holdings, Q2 2026
Creator: KICKSTAND VENTURES, LLC.
Published: 2026-07-30

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

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Kickstand Ventures, Llc. reported 154 stock positions worth $550.3 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 9.8% of the portfolio, followed by T Rowe Price US Eqy Research (TSPA, 6.6%) and Vanguard S&P 500 ETF (VOO, 5.1%). Compared with Q1 2026, it opened 32 new positions, sold out of 8, added to 40 and reduced 67. The biggest buy was a new position in T Rowe Price US Eqy Research (TSPA) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −47%).

Most Recent 13F: Q2 2026
Location: PITTSFORD, NY
CIK: 0002000355
Portfolio Value: $550.3M (Q2 2026)
SEC Filing: 0001765380-26-000250 ↗ filed Jul 30, 2026

Holdings Value

Holdings 154 stocks · $550.3M


SPYM Ste STR SPDR PT S&P 500 ETF	9.76%	611,308	$53.7M	Reduce -26.2%
TSPA T Rowe Price US Eqy Research	6.59%	763,165	$36.3M	New
VOO Vanguard S&P 500 ETF	5.06%	40,512	$27.8M	Reduce -47.2%
TAGG T Rowe Price QM US Bond ETF	4.34%	562,513	$23.9M	New
JCPB JPMorgan Core Plus Bond ETF	3.92%	459,648	$21.6M	Reduce -9.9%
VONV Vanguard Russell 1000 Value	3.55%	183,726	$19.5M	New
SCHG Schwab US Large-Cap Growth	3.47%	563,859	$19.1M	Add +92.5%
SCHF Schwab Intl Equity ETF	3.06%	608,563	$16.9M	Reduce -18.2%
IEMG iShares Core MSCI Emerging	2.72%	180,376	$14.9M	Add +58.9%
TMSL T.rowe PRC Small-Mid Cap ETF	2.63%	330,139	$14.5M	New
IAGG iShares Intl Aggregate Bond	2.10%	228,143	$11.5M	Add +3315.8%
IYW iShares Ustechnology ETF	1.96%	42,688	$10.8M	Reduce -20.9%
BSCR Invesco Bulletshares 2027 CB	1.94%	544,302	$10.7M	Add +6.3%
OEF iShares S&P 100 ETF	1.93%	29,058	$10.6M	Add +1.5%
QQQ Invesco QQQ Trust Series 1	1.91%	14,301	$10.5M	Reduce -7.4%
SMH Vaneck Semiconductor ETF	1.88%	15,767	$10.3M	Reduce -30.5%
IWM iShares Russell 2000 ETF	1.83%	33,530	$10.1M	Reduce -3.6%
QUAL iShares MSCI USA Quality Fac	1.79%	44,958	$9.9M	Reduce -26.4%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	1.75%	209,082	$9.6M	Add +18.0%
SCHZ Schwab US Aggregate Bond ETF	1.66%	395,961	$9.2M	Reduce -3.3%
KOID Kraneshares Global Humanoid	1.51%	201,178	$8.3M	Reduce -6.0%
IVW iShares S&P 500 Growth ETF	1.42%	56,920	$7.8M	Reduce -5.0%
DYNF Ishrs US E F R A ETF-Usd Inc.	1.31%	106,404	$7.2M	Reduce -1.9%
THYF T Rowe Price US High Yield	1.29%	137,198	$7.1M	New
IDEV iShares Core MSCI Dev MKTS	1.27%	78,323	$7.0M	Reduce -3.4%
IALT Ishrs SYS Alt Act ETF	1.26%	247,592	$6.9M	New
CLOA iShares Aaa Clo Act ETF-Usdi	1.21%	128,098	$6.6M	Add +2.9%
JPIE JPMorgan Income ETF	1.18%	140,412	$6.5M	Add +36.7%
EFV iShares MSCI Eafe Value ETF	1.16%	83,296	$6.4M	Reduce -1.7%
VWO Vanguard Ftse Emerging Marke	1.10%	101,014	$6.0M	Add +0.2%
BSCS Invesco Bulletshares 2028 CB	1.04%	281,720	$5.7M	Add +579.0%
GRID First TRST Nasd Class Edg Sgiif	1.02%	29,197	$5.6M	Reduce -9.2%
EFG iShares MSCI Eafe Growth ETF	0.89%	39,224	$4.9M	Add +1.1%
IVE iShares S&P 500 Value ETF	0.88%	21,242	$4.8M	Reduce -4.4%
IJH iShares Core S&P Midcap ETF	0.87%	61,747	$4.8M	Reduce -2.4%
BSCQ Invesco Bulletshares 2026 CB	0.85%	239,834	$4.7M	Reduce -32.4%
TOUS T Rowe PRC International Eq	0.83%	119,675	$4.6M	New
GLIN Vaneck India Growth Leaders	0.80%	94,436	$4.4M	Add +6.9%
HGER Harbor Commodity All Weather	0.68%	126,908	$3.7M	New
IVLU iShares MSCI International V	0.65%	85,365	$3.6M	Reduce -2.2%
BIV Vanguard Intermediate-Term B	0.59%	42,532	$3.3M	Reduce -4.9%
BINC iShares Flex I A ETF-Usd Inc.	0.49%	51,886	$2.7M	Reduce -18.0%
SPMO Invesco S&P 500 Momentum ETF	0.47%	16,156	$2.6M	Reduce -9.5%
EMXC iShares MSCI Emr MRK Ex Chna	0.45%	24,116	$2.5M	Reduce -8.3%
LITE Lumentum Holdings Inc.	0.44%	2,832	$2.4M	Reduce -9.0%
SUSL iShares ESG MSCI USA Leaders	0.42%	17,483	$2.3M	No change
GNMA iShares Gnma Bond ETF	0.40%	49,300	$2.2M	Add +8.5%
MBB iShares MBS ETF	0.38%	22,010	$2.1M	Reduce -15.0%
GLDM SPDR Gold Minishares Trust	0.36%	24,956	$2.0M	Reduce -11.1%
IEV iShares Europe ETF	0.34%	25,994	$1.9M	Reduce -3.2%
BIL SS SPDR BB 1-3M T-Bill ETF	0.33%	19,742	$1.8M	Add +35.0%
BPRE Bluerock Private Real Estate	0.33%	138,138	$1.8M	Add +4.3%
ESGU iShares ESG Aware MSCI USA	0.29%	9,843	$1.6M	No change
PAVE Global X US Infrastructure	0.29%	27,259	$1.6M	Add +5.3%
EMGF iShares Emerging Markets Equ	0.27%	20,257	$1.5M	Reduce -0.0%
BAI Ishrs AI in and Tech Act ETF	0.25%	26,469	$1.4M	Reduce -4.8%
MSFT Microsoft Corp.	0.25%	3,698	$1.4M	Add +10.2%
ARKK ARK Innovation ETF	0.25%	16,776	$1.4M	Add +4.9%
XOM Exxonmobil Holdings Corp.	0.22%	8,717	$1.2M	Reduce -0.8%
IWB iShares Russell 1000 ETF	0.21%	2,767	$1.1M	Reduce -1.4%
IEF iShares 7-10 Year Treasury B	0.20%	11,883	$1.1M	New
NVDA Nvidia Corp.	0.20%	5,396	$1.1M	Add +7.8%
AVGO Broadcom Inc.	0.19%	2,835	$1.1M	Reduce -1.4%
BAC Bank of America Corp.	0.19%	18,400	$1.0M	No change
XTEN Bondbloxx BBG 10Y US TSY ETF	0.17%	20,634	$940K	Reduce -49.9%
USFR Wisdomtree Floating Rate Tre	0.17%	18,368	$925K	Add +4.9%
AVEM Avantis Emerging Markets Eq	0.16%	9,265	$894K	Reduce -9.8%
PRU Prudential Financial Inc.	0.16%	8,196	$885K	No change
IFRA iShares US Infrastructure	0.16%	13,826	$872K	Add +1.3%
AOA iShares Core 80/20 Aggressiv	0.16%	8,760	$855K	Reduce -12.0%
JMOM JPMorgan US Momentum Factor	0.16%	9,996	$854K	Reduce -6.1%
CIBR First Trust Nasdaq Cybersecu	0.15%	9,493	$853K	Add +8.9%
IGM iShares Expanded Tech Sector	0.15%	5,064	$828K	No change
THRO iShares U.S. Thematic Rotati	0.15%	18,876	$814K	Reduce -15.8%
CORO Ish Intl CTRY Rot Act ETF	0.14%	21,565	$789K	Reduce -34.8%
BSCT Invesco Bulletshares 2029 CB	0.14%	41,159	$765K	Reduce -92.0%
KLAC KLA Corp.	0.14%	2,494	$753K	Add +0.2%
VGT Vanguard Info Tech ETF	0.14%	6,286	$751K	Add +0.2%
WDC Western Digital Corp.	0.13%	1,151	$735K	Add +2.7%
NOBL Proshares S&P 500 Dividend A	0.13%	13,090	$735K	No change
AMAT Applied Materials Inc.	0.12%	951	$687K	No change
MPWR Monolithic Power Systems Inc.	0.12%	480	$664K	No change
ITOT iShares Core S&P Total U.S.	0.12%	3,938	$647K	Add +1.1%
MGV Vngrd Mrgstr MG CP VL ETF-Ui	0.12%	3,935	$643K	Reduce -96.8%
BLCR iShares LRG CP CR Act ETF-Ui	0.12%	12,716	$641K	Reduce -2.2%
STX Seagate Technology Holdings	0.11%	642	$620K	No change
BSMQ Invesco Bulletshares 2026 MB	0.11%	24,866	$585K	Add +26.9%
VGLT Vanguard Long-Term Treasury	0.11%	10,545	$582K	Reduce -56.2%
BSMR Invesco Bulletshares 2027 MB	0.10%	24,452	$578K	Add +36.2%
IVV iShares Core S&P 500 ETF	0.10%	771	$577K	Reduce -7.8%
BSMS Invesco Bulletshares 2028 MB	0.09%	21,781	$511K	Add +31.8%
AAPL Apple Inc.	0.09%	1,744	$505K	Reduce -1.0%
T AT&T Inc.	0.09%	23,980	$496K	Add +96.9%
ACWX iShares MSCI Acwi Ex US ETF	0.09%	6,412	$488K	Reduce -40.0%
MRVL Marvell Technology Inc.	0.09%	1,631	$486K	New
C Citigroup Inc.	0.09%	3,376	$473K	No change
GOVT iShares US Treasury Bond ETF	0.08%	20,423	$465K	Reduce -66.8%
XLG Invesco S&P 500 Top 50 ETF	0.08%	7,460	$457K	Reduce -0.6%
VWOB Vanguard Emerg MKTS Gov BND	0.08%	6,758	$454K	Reduce -4.5%
MMM 3M Co.	0.08%	2,794	$452K	No change
SCHX Schwab US Large-Cap ETF	0.08%	15,159	$446K	Add +7.5%
ILCV iShares Morningstar Value Et	0.08%	4,358	$441K	Reduce -20.9%
TOTR T Rowe Price Total Return Et	0.08%	10,669	$427K	New
GOOGL Alphabet Inc. Class A	0.07%	1,148	$410K	New
VFLO Victoryshares Free Cash Flow	0.07%	8,557	$391K	Reduce -96.0%
IGV iShares Expanded Tech-Softwa	0.07%	4,031	$365K	New
ROK Rockwell Automation Inc.	0.06%	712	$352K	No change
SHOP Shopify Inc. Class A	0.06%	3,054	$349K	New
EME Emcor Group Inc.	0.06%	406	$337K	No change
BKLC BNY Mellon US LRG Cap Cor	0.06%	2,347	$337K	Reduce -4.4%
ANET Arista Networks Inc.	0.06%	1,937	$329K	Add +0.2%
WQTM Wisdomtree Quantum Comp Fund	0.06%	8,561	$324K	Reduce -65.6%
VST Vistra Corp.	0.06%	2,029	$322K	Add +39.7%
XAR SS SPDR S&P Aerospace Def	0.06%	1,120	$318K	New
DELL Dell Technologies -C	0.06%	721	$311K	New
VTI VG Morningstar TS MKT ETF-US	0.06%	833	$308K	Add +17.2%
IQLT iShares MSCI International Q	0.06%	6,131	$304K	Add +9.9%
GGOV iShares Global GB Usd Ha ETF	0.05%	5,989	$301K	New
PLMR Palomar Holdings Inc.	0.05%	2,335	$295K	No change
COHR Coherent Corp.	0.05%	737	$291K	New
EMB iShares JP Morgan Usd Emergi	0.05%	2,994	$289K	Reduce -11.9%
USMV iShares MSCI USA Min Vol Fac	0.05%	2,904	$280K	Add +8.1%
SOUN Soundhound AI Inc. Class A	0.05%	43,048	$279K	Reduce -0.1%
MUB iShares National Muni Bond E	0.05%	2,538	$273K	No change
FBND Fidelity Total Bond ETF	0.05%	5,985	$272K	Reduce -98.4%
XLV SS Health Care Select Sector	0.05%	1,712	$272K	Reduce -18.1%
BSCU Invesco Bulletshares 2030 CB	0.05%	16,217	$270K	Reduce -1.1%
EEM iShares MSCI Emerging Market	0.05%	3,877	$265K	Reduce -2.0%
AMLP Alerian MLP ETF	0.05%	4,989	$259K	Reduce -15.6%
SHLD Global X Defense Tech ETF	0.05%	4,238	$253K	Reduce -74.1%
XLI SS Industrial Select Sector	0.05%	1,357	$251K	Reduce -1.0%
MO Altria Group Inc.	0.05%	3,482	$251K	Add +1.0%
TLH iShares 10-20 Year Treasury	0.05%	2,484	$249K	Reduce -25.8%
LAMR Lamar Advertising Co. Class A	0.05%	1,591	$248K	New
VUG Vanguard Mrngstar GR ETF-Sui	0.04%	2,860	$246K	New
STIP iShares 0-5 Year Tips Bond E	0.04%	2,400	$245K	New
BMY Bristol-Myers Squibb Co.	0.04%	4,240	$244K	Add +1.6%
MU Micron Technology Inc.	0.04%	204	$235K	New
VCIT Vanguard Int-Term Corporate	0.04%	2,783	$230K	New
EXPE Expedia Group Inc.	0.04%	886	$227K	Add +1.4%
AGGM iShares 1-10 Year U.S. Aggre	0.04%	2,169	$225K	Reduce -26.5%
SPEM State Street SP PTF Em ETF	0.04%	4,258	$220K	Reduce -0.8%
CORP PIMCO Inv Grade Corp. BD ETF	0.04%	2,212	$214K	Reduce -2.5%
IJR iShares Core S&P Small-Cap E	0.04%	1,414	$210K	New
ETN Eaton Corp. PLC	0.04%	484	$206K	New
DY Dycom Industries Inc.	0.04%	407	$206K	New
CRM Salesforce Inc.	0.04%	1,304	$204K	Add +13.4%
LRCX Lam Research Corp.	0.04%	471	$204K	Reduce -71.6%
TMO Thermo Fisher Scientific Inc.	0.04%	406	$204K	New
SMCI Super Micro Computer Inc.	0.04%	6,891	$202K	New
DON Wisdomtree US Midcap Dividen	0.04%	3,566	$202K	New
FTI Technipfmc PLC	0.04%	3,028	$201K	New
AMZN Amazon.com Inc.	0.04%	839	$200K	New
VOD Vodafone Group PLC-SP ADR	0.03%	14,091	$186K	New

Portfolio Sells Q1 2026 → Q2 2026


VOO Vanguard S&P 500 ETF	Reduce -47.2%	5.06%	−4.59
MGV Vngrd Mrgstr MG CP VL ETF-Ui	Reduce -96.8%	0.12%	−3.61
SPYM Ste STR SPDR PT S&P 500 ETF	Reduce -26.2%	9.76%	−3.58
FBND Fidelity Total Bond ETF	Reduce -98.4%	0.05%	−3.56
BSCT Invesco Bulletshares 2029 CB	Reduce -92.0%	0.14%	−1.87
VFLO Victoryshares Free Cash Flow	Reduce -96.0%	0.07%	−1.73
JCPB JPMorgan Core Plus Bond ETF	Reduce -9.9%	3.92%	−1.14
OUSM Alps Oshares US Small-Cap Qu	Sold out	0.00%	−1.06
SCHF Schwab Intl Equity ETF	Reduce -18.2%	3.06%	−0.81
ANGL Vaneck Fallen Angel High YLD	Sold out	0.00%	−0.73
QUAL iShares MSCI USA Quality Fac	Reduce -26.4%	1.79%	−0.67
BSJS Invesco Bulletshares 2028 HY	Sold out	0.00%	−0.67
BSCQ Invesco Bulletshares 2026 CB	Reduce -32.4%	0.85%	−0.61
XEMD Bondbloxx-JPM Usd Em MK 1-10	Sold out	0.00%	−0.47
SCHZ Schwab US Aggregate Bond ETF	Reduce -3.3%	1.66%	−0.34
XTEN Bondbloxx BBG 10Y US TSY ETF	Reduce -49.9%	0.17%	−0.23
GOVT iShares US Treasury Bond ETF	Reduce -66.8%	0.08%	−0.21
SHLD Global X Defense Tech ETF	Reduce -74.1%	0.05%	−0.20
BINC iShares Flex I A ETF-Usd Inc.	Reduce -18.0%	0.49%	−0.20
GLDM SPDR Gold Minishares Trust	Reduce -11.1%	0.36%	−0.19
VGLT Vanguard Long-Term Treasury	Reduce -56.2%	0.11%	−0.17
EFV iShares MSCI Eafe Value ETF	Reduce -1.7%	1.16%	−0.17
IDEV iShares Core MSCI Dev MKTS	Reduce -3.4%	1.27%	−0.16
MBB iShares MBS ETF	Reduce -15.0%	0.38%	−0.14
BIV Vanguard Intermediate-Term B	Reduce -4.9%	0.59%	−0.13
IVE iShares S&P 500 Value ETF	Reduce -4.4%	0.88%	−0.11
BNDX Vanguard Total Intl Bond ETF	Sold out	0.00%	−0.11
IYW iShares Ustechnology ETF	Reduce -20.9%	1.96%	−0.10
PFF iShares Preferred & Income S	Sold out	0.00%	−0.10
XOM Exxonmobil Holdings Corp.	Reduce -0.8%	0.22%	−0.10
GRID First TRST Nasd Class Edg Sgiif	Reduce -9.2%	1.02%	−0.09
IVLU iShares MSCI International V	Reduce -2.2%	0.65%	−0.08
CORO Ish Intl CTRY Rot Act ETF	Reduce -34.8%	0.14%	−0.08
WQTM Wisdomtree Quantum Comp Fund	Reduce -65.6%	0.06%	−0.07
ACWX iShares MSCI Acwi Ex US ETF	Reduce -40.0%	0.09%	−0.07
VXUS Vanguard Total Intl Stock	Sold out	0.00%	−0.04
IEV iShares Europe ETF	Reduce -3.2%	0.34%	−0.04
LRCX Lam Research Corp.	Reduce -71.6%	0.04%	−0.04
KD Kyndryl Holdings Inc.	Sold out	0.00%	−0.03
IJH iShares Core S&P Midcap ETF	Reduce -2.4%	0.87%	−0.03
AOA iShares Core 80/20 Aggressiv	Reduce -12.0%	0.16%	−0.03
ILCV iShares Morningstar Value Et	Reduce -20.9%	0.08%	−0.03
TLH iShares 10-20 Year Treasury	Reduce -25.8%	0.05%	−0.03
AGGM iShares 1-10 Year U.S. Aggre	Reduce -26.5%	0.04%	−0.02
THRO iShares U.S. Thematic Rotati	Reduce -15.8%	0.15%	−0.02
LITE Lumentum Holdings Inc.	Reduce -9.0%	0.44%	−0.02
AMLP Alerian MLP ETF	Reduce -15.6%	0.05%	−0.02
VWOB Vanguard Emerg MKTS Gov BND	Reduce -4.5%	0.08%	−0.02
XLV SS Health Care Select Sector	Reduce -18.1%	0.05%	−0.02
EMB iShares JP Morgan Usd Emergi	Reduce -11.9%	0.05%	−0.01

Portfolio Buys Q1 2026 → Q2 2026


TSPA T Rowe Price US Eqy Research	New	6.59%	+6.59
TAGG T Rowe Price QM US Bond ETF	New	4.34%	+4.34
VONV Vanguard Russell 1000 Value	New	3.55%	+3.55
TMSL T.rowe PRC Small-Mid Cap ETF	New	2.63%	+2.63
IAGG iShares Intl Aggregate Bond	Add +3315.8%	2.10%	+2.03
SCHG Schwab US Large-Cap Growth	Add +92.5%	3.47%	+1.67
THYF T Rowe Price US High Yield	New	1.29%	+1.29
IALT Ishrs SYS Alt Act ETF	New	1.26%	+1.26
IEMG iShares Core MSCI Emerging	Add +58.9%	2.72%	+1.05
BSCS Invesco Bulletshares 2028 CB	Add +579.0%	1.04%	+0.86
TOUS T Rowe PRC International Eq	New	0.83%	+0.83
HGER Harbor Commodity All Weather	New	0.68%	+0.68
IEF iShares 7-10 Year Treasury B	New	0.20%	+0.20
JPIE JPMorgan Income ETF	Add +36.7%	1.18%	+0.18
MRVL Marvell Technology Inc.	New	0.09%	+0.09
TOTR T Rowe Price Total Return Et	New	0.08%	+0.08
GOOGL Alphabet Inc. Class A	New	0.07%	+0.07
WDC Western Digital Corp.	Add +2.7%	0.13%	+0.07
IGV iShares Expanded Tech-Softwa	New	0.07%	+0.07
SHOP Shopify Inc. Class A	New	0.06%	+0.06
KLAC KLA Corp.	Add +0.2%	0.14%	+0.06
XAR SS SPDR S&P Aerospace Def	New	0.06%	+0.06
DELL Dell Technologies -C	New	0.06%	+0.06
GGOV iShares Global GB Usd Ha ETF	New	0.05%	+0.05
COHR Coherent Corp.	New	0.05%	+0.05
BIL SS SPDR BB 1-3M T-Bill ETF	Add +35.0%	0.33%	+0.05
LAMR Lamar Advertising Co. Class A	New	0.05%	+0.05
VUG Vanguard Mrngstar GR ETF-Sui	New	0.04%	+0.04
STIP iShares 0-5 Year Tips Bond E	New	0.04%	+0.04
GLIN Vaneck India Growth Leaders	Add +6.9%	0.80%	+0.04
MU Micron Technology Inc.	New	0.04%	+0.04
VCIT Vanguard Int-Term Corporate	New	0.04%	+0.04
CIBR First Trust Nasdaq Cybersecu	Add +8.9%	0.15%	+0.04
IJR iShares Core S&P Small-Cap E	New	0.04%	+0.04
ETN Eaton Corp. PLC	New	0.04%	+0.04
DY Dycom Industries Inc.	New	0.04%	+0.04
TMO Thermo Fisher Scientific Inc.	New	0.04%	+0.04
SMCI Super Micro Computer Inc.	New	0.04%	+0.04
DON Wisdomtree US Midcap Dividen	New	0.04%	+0.04
FTI Technipfmc PLC	New	0.04%	+0.04
AMZN Amazon.com Inc.	New	0.04%	+0.04
VOD Vodafone Group PLC-SP ADR	New	0.03%	+0.03
IUSB Ishr CR Unvrse Usd BD ETF-Ui	Add +18.0%	1.75%	+0.03
VGT Vanguard Info Tech ETF	Add +0.2%	0.14%	+0.02
ARKK ARK Innovation ETF	Add +4.9%	0.25%	+0.02
T AT&T Inc.	Add +96.9%	0.09%	+0.02
BSMR Invesco Bulletshares 2027 MB	Add +36.2%	0.10%	+0.02
OEF iShares S&P 100 ETF	Add +1.5%	1.93%	+0.02
PAVE Global X US Infrastructure	Add +5.3%	0.29%	+0.01
NVDA Nvidia Corp.	Add +7.8%	0.20%	+0.01

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	154	$550.3M	SPYM, TSPA, VOO, TAGG, JCPB
Q1 2026	130	$475.0M	SPYM, VOO, JCPB, SCHF, MGV
Q4 2025	122	$474.6M	SPYM, VOO, JCPB, SCHF, MGV
Q3 2025	124	$454.4M	SPYM, VOO, JCPB, SCHF, FBND
Q2 2025	115	$427.8M	SPYM, VOO, JCPB, SCHF, FBND
Q1 2025	103	$388.3M	VOO, SPYM, JCPB, VONE, FBND
Q4 2024	94	$391.6M	VOO, SPYM, VONE, JCPB, BSCP
Q3 2024	89	$391.9M	VOO, SPYM, BSCQ, VONE, JCPB
Q2 2024	79	$365.3M	VOO, SPYM, BSCQ, VONE, JCPB
Q1 2024	84	$353.4M	VOO, SPYM, BSCP, VONE, BSCQ