Lineweaver Wealth Advisors, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Lineweaver Wealth Advisors, LLC reported 176 stock positions worth $733.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.2% of the portfolio, followed by Fidelity Total Bond ETF (FBND, 5.0%) and Alps SMTH Cor BD Plus ETF (SMTH, 4.9%). Compared with Q3 2025, it opened 21 new positions, sold out of 11, added to 103 and reduced 26. The biggest buy was Broadcom (AVGO, shares +36%) and the biggest sale an exit from SS Materials Select Sector (XLB).

Most Recent 13F
Q2 2026
Location
VALLEY VIEW, OH
CIK
0001797873
Portfolio Value
$733.3M (Q4 2025)
SEC Filing
0001797873-26-000001 ↗ filed Jan 14, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $421.1M Q1 2024 Q2 2024: $482.6M Q2 2024 Q3 2024: $525.1M Q3 2024 Q4 2024: $541.0M Q4 2024 Q1 2025: $587.1M Q1 2025 Q2 2025: $632.9M Q2 2025 Q3 2025: $682.5M Q3 2025 Q4 2025: $733.3M $733.3M Q4 2025 Q1 2026: $741.5M Q1 2026 Q2 2026: $841.2M Q2 2026

Holdings 176 stocks · $733.3M
IVV iShares Core S&P 500 ETF 9.21% 98,653 $67.6M Add +1.6%
FBND Fidelity Total Bond ETF 5.00% 796,309 $36.7M Add +4.3%
SMTH Alps SMTH Cor BD Plus ETF 4.92% 1,383,903 $36.1M Add +4.6%
AGG iShares Core U.S. Aggregate 4.73% 347,283 $34.7M Add +4.6%
QUAL iShares MSCI USA Quality Fac 4.09% 151,174 $30.0M Add +2.1%
USMV iShares MSCI USA Min Vol Fac 4.01% 311,983 $29.4M Add +1.4%
BINC iShares Flex I A ETF-Usd Inc. 3.51% 487,846 $25.7M Add +5.7%
JPIE JPMorgan Income ETF 3.47% 550,174 $25.5M Add +3.8%
AAPL Apple Inc. 3.44% 92,676 $25.2M Add +0.1%
DYNF Ishrs US E F R A ETF-Usd Inc. 2.61% 314,681 $19.1M Add +2.2%
EFV iShares MSCI Eafe Value ETF 1.99% 204,577 $14.6M Add +2.8%
IEMG iShares Core MSCI Emerging 1.80% 196,644 $13.2M Add +4.8%
AVGO Broadcom Inc. 1.77% 37,420 $13.0M Add +35.8%
PJUN Innovator U.S. Equity Power 1.72% 300,857 $12.6M Reduce -0.6%
MSFT Microsoft Corp. 1.68% 25,530 $12.3M Add +10.1%
NVDA Nvidia Corp. 1.61% 63,314 $11.8M Add +11.3%
JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F 1.60% 146,594 $11.8M Add +2.3%
BRK.B Berkshire Hathaway Inc. Class B 1.32% 19,323 $9.7M Add +8.6%
JPM JPMorgan Chase & Co. 1.20% 27,336 $8.8M Add +6.6%
DGRO iShares Core Dividend Growth 1.19% 125,870 $8.7M Add +13.1%
GOOGL Alphabet Inc. Class A 1.05% 24,640 $7.7M Add +1.3%
IAU iShares Gold Trust 1.05% 94,939 $7.7M Reduce -0.2%
GSEW Goldman Sachs Eql WGHT Large 1.03% 88,550 $7.5M Add +2.6%
MTUM iShares MSCI USA Momentum Fa 1.01% 29,477 $7.4M Add +1.9%
PSTP Innovator PWR Buff Su St ETF 0.99% 206,195 $7.3M Reduce -1.5%
TSLA Tesla Inc. 0.93% 15,175 $6.8M Add +2.8%
AMZN Amazon.com Inc. 0.90% 28,472 $6.6M Add +7.5%
BAI Ishrs AI in and Tech Act ETF 0.89% 195,654 $6.5M Add +3.5%
FDVV Fidelity High Dividend ETF 0.86% 110,625 $6.3M Reduce -1.4%
CTAS Cintas Corp. 0.83% 32,560 $6.1M Add +104.2%
ITA iShares U.S. Aerospace & Def 0.74% 25,129 $5.4M Add +1.9%
ONEQ Fidelity Nasdaq Comp Indx 0.73% 58,675 $5.4M Reduce -0.2%
RDVY First Trust Rising Dividend 0.72% 75,542 $5.2M Reduce -1.8%
JNJ Johnson & Johnson 0.68% 24,141 $5.0M Add +2.4%
XOM Exxon Mobil Corp. 0.62% 37,990 $4.6M Add +15.0%
BLK BlackRock Inc. 0.61% 4,156 $4.4M Add +6.5%
MCD McDonald's Corp. 0.60% 14,282 $4.4M Add +10.3%
NEE Nextera Energy Inc. 0.56% 51,115 $4.1M Add +9.3%
HD Home Depot Inc. 0.55% 11,794 $4.1M Add +6.0%
DELL Dell Technologies -C 0.55% 32,200 $4.1M Add +125.0%
MRK Merck & Co. Inc. 0.54% 37,880 $4.0M Add +0.0%
C Citigroup Inc. 0.49% 31,106 $3.6M Add +2.1%
ABBV Abbvie Inc. 0.48% 15,390 $3.5M Add +5.2%
GS Goldman Sachs Group Inc. 0.48% 3,999 $3.5M Add +8.8%
PAUG Innovator U.S. Equity Power 0.44% 74,853 $3.2M No change
CVX Chevron Corp. 0.44% 21,090 $3.2M Add +2.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.44% 58,041 $3.2M Add +5.6%
PG The Procter & Gamble Co. 0.43% 21,905 $3.1M Reduce -0.0%
V Visa Inc. Class A 0.42% 8,809 $3.1M Add +6.0%
META Meta Platforms Inc. Class A 0.42% 4,640 $3.1M Add +21.5%
JCI Johnson Controls Internation 0.40% 24,216 $2.9M Add +6.4%
PEP Pepsico Inc. 0.39% 19,894 $2.9M Add +5.5%
IEFA iShares Core MSCI Eafe ETF 0.39% 31,893 $2.9M Add +0.7%
WMT Walmart Inc. 0.39% 25,443 $2.8M Add +4.6%
JMUB JPMorgan Municipal ETF 0.36% 52,142 $2.6M Add +20.0%
LLY Eli Lilly & Co. 0.35% 2,418 $2.6M Add +3.2%
ISTB iShares Core 1-5 Year Usd Bo 0.34% 51,461 $2.5M Add +7.8%
AMGN Amgen Inc. 0.34% 7,644 $2.5M Add +6.9%
MDT Medtronic PLC 0.33% 25,394 $2.4M Add +7.8%
STOT SS DL St Dur TR Tact ETF 0.32% 50,065 $2.4M Add +8.6%
DUK Duke Energy Corp. 0.32% 20,112 $2.4M Add +7.0%
LMT Lockheed Martin Corp. 0.31% 4,753 $2.3M Add +6.0%
HON Honeywell International Inc. 0.31% 11,757 $2.3M Add +10.4%
MUB iShares National Muni Bond E 0.30% 20,775 $2.2M Add +14.5%
MCK McKesson Corp. 0.28% 2,523 $2.1M Add +1.1%
ZDEK Inno Equ Def Pro ETF - 1 DE 0.28% 79,702 $2.1M Add +366.3%
CSCO Cisco Systems Inc. 0.28% 26,621 $2.1M Add +2.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.28% 6,875 $2.0M Add +4.1%
PGR Progressive Corp. 0.28% 8,864 $2.0M Add +4.8%
BUFF Innovator Laddered Allocatio 0.27% 39,917 $2.0M No change
SO The Southern Co. 0.27% 22,478 $2.0M Add +7.9%
COST Costco Wholesale Corp. 0.27% 2,265 $2.0M Add +12.1%
DE Deere & Co. 0.26% 4,091 $1.9M Add +9.0%
PMAY Innovator U.S. Equity Power 0.26% 48,087 $1.9M No change
MDLZ Mondelez International Inc. Class A 0.26% 34,822 $1.9M Reduce -6.2%
UL Unilever PLC-Sponsored ADR 0.25% 28,167 $1.8M Add +8.3%
CRM Salesforce Inc. 0.25% 6,879 $1.8M Add +8.8%
UNH Unitedhealth Group Inc. 0.24% 5,386 $1.8M Reduce -15.1%
TMO Thermo Fisher Scientific Inc. 0.24% 3,030 $1.8M Add +1.3%
NSC Norfolk Southern Corp. 0.24% 6,067 $1.8M Add +9.1%
BMY Bristol-Myers Squibb Co. 0.24% 32,372 $1.7M Reduce -0.7%
GLW Corning Inc. 0.24% 19,935 $1.7M Add +3.9%
ZAPR Intr Eqt Def Pro ETF - 1 Y A 0.24% 67,244 $1.7M No change
ZNOV Invtr Equ DE PR ETF - 1 YR N 0.24% 64,706 $1.7M Add +399.2%
CAT Caterpillar Inc. 0.23% 2,997 $1.7M Add +7.9%
NOW ServiceNow Inc. 0.23% 10,868 $1.7M Add +10.2%
FDX FedEx Corp. 0.22% 5,645 $1.6M Reduce -19.5%
ZMAR Inovatr E D PRCT ETF - 1 Mar 0.21% 57,329 $1.6M Reduce -8.3%
IJR iShares Core S&P Small-Cap E 0.21% 13,063 $1.6M Add +5.7%
TSM Taiwan Semiconductor-SP ADR 0.20% 4,938 $1.5M Add +32.1%
APD Air Products & Chemicals Inc. 0.20% 5,871 $1.5M Reduce -17.1%
GOOG Alphabet Inc. Class C 0.20% 4,593 $1.4M Add +3.1%
PFEB Innovator U.S. Equity Power 0.19% 34,722 $1.4M No change
PJAN Innovator U.S. Equity Power 0.17% 26,723 $1.3M No change
PANW Palo Alto Networks Inc. 0.16% 6,419 $1.2M Add +37.8%
NFLX Netflix Inc. 0.16% 12,500 $1.2M Add +0.9%
QCOM Qualcomm Inc. 0.16% 6,735 $1.2M Add +6.7%
UNP Union Pacific Corp. 0.15% 4,853 $1.1M Add +25.9%
ASML ASML Holding NV-NY Reg SHS 0.15% 1,007 $1.1M Add +13.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.15% 9,354 $1.1M Add +7.9%
UBER Uber Technologies Inc. 0.14% 12,935 $1.1M Add +4.8%
LIN Linde PLC 0.14% 2,453 $1.0M New
ZJUN Innova Eqty Def Prot 1YR Jun 0.14% 38,786 $1.0M No change
ZFEB Inotr Eq Def PR ETF - 1 YR F 0.14% 40,928 $1.0M No change
JPST JPMorgan Ultra-Short Income 0.14% 20,408 $1.0M Add +37.4%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.14% 19,595 $998K Reduce -8.0%
LECO Lincoln Electric Holdings 0.13% 4,117 $987K No change
ISRG Intuitive Surgical Inc. 0.13% 1,735 $983K Add +13.6%
AMT American Tower Corp. 0.13% 5,596 $983K Add +1.9%
ZAUG Innov Eq Protect ETF - 1 Aug 0.12% 34,071 $910K No change
PAPR Innovator U.S. Equity Power 0.12% 22,935 $897K No change
ZMAY Innovator Edp ETF -1 YR May 0.12% 34,817 $885K No change
ZOCT Inr Eqty Def P ETF - 1 Y Oc 0.12% 32,563 $874K New
AZN Astrazeneca PLC-Spons ADR 0.12% 9,297 $855K Add +6.0%
BA The Boeing Co. 0.11% 3,871 $840K New
PMAR Innovator U.S. Equity Power 0.11% 18,348 $825K No change
MCO Moody's Corp. 0.11% 1,602 $818K No change
NKE Nike Inc. Class B 0.11% 12,762 $813K Reduce -4.2%
ETN Eaton Corp. PLC 0.11% 2,547 $811K Add +3.9%
BIIB Biogen Inc. 0.10% 4,338 $763K Add +96.4%
CLX Clorox Company 0.10% 7,458 $752K Reduce -7.5%
A Agilent Technologies Inc. 0.10% 5,416 $737K Add +16.0%
FDN First Trust DJ Internet Ind 0.10% 2,717 $731K No change
ZSEP Innovator Edp ETF - 1 YR Sep 0.10% 26,677 $714K No change
VCIT Vanguard Int-Term Corporate 0.09% 8,302 $695K Add +21.2%
SUB iShares Short-Term National 0.09% 6,231 $665K Add +4.8%
ZJAN Innovator Edp ETF - 1Y Jan 0.09% 23,860 $653K No change
JEPI JPMorgan Equity Premium Inco 0.09% 11,344 $649K Reduce -8.8%
FTEC Fidelity MSCI Info Tech Indx 0.09% 2,852 $641K Add +81.5%
BSCQ Invesco Bulletshares 2026 CB 0.08% 31,631 $619K New
PHYS Sprott Physical Gold Trust 0.08% 18,615 $615K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.08% 880 $600K New
PJUL Innovator U.S. Equity Power 0.08% 12,677 $589K No change
HIMU iShares High Yild Muni A ETF 0.08% 11,970 $583K Add +10.9%
RITM Rithm Capital Corp. 0.08% 53,362 $582K Reduce -5.1%
PDEC Innovator U.S. Equity Power 0.08% 12,979 $563K New
IGIB iShares 5-10Y Inv Grade Corp. 0.08% 10,447 $563K Add +0.3%
ZJUL Innovator Edp ETF 1 YR July 0.07% 18,820 $547K No change
MA Mastercard Inc. Class A 0.07% 923 $527K Add +0.4%
AAPR Ino Eq Po ETF 2YR AP2028-Usd 0.07% 18,475 $525K No change
PNOV Innovator U.S. Equity Power 0.07% 12,119 $506K New
RTX RTX Corp. 0.07% 2,636 $484K Add +19.3%
POCT Innovator U.S. Equity Power 0.07% 10,981 $482K New
FALN iShares Fallen Angels ETF 0.06% 17,323 $473K Reduce -0.0%
CEG Constellation Energy 0.06% 1,304 $461K Reduce -33.6%
F Ford Motor Co. filed as FORD MTR CO 0.05% 28,818 $378K Reduce -3.7%
VIG Vanguard Dividend Apprec ETF 0.05% 1,640 $360K Add +0.1%
GEV GE Vernova Inc. 0.05% 529 $346K New
LRCX Lam Research Corp. 0.05% 2,019 $346K Add +0.8%
AXP American Express Co. 0.04% 889 $329K Reduce -8.7%
PH Parker Hannifin Corp. 0.04% 365 $321K No change
MU Micron Technology Inc. 0.04% 1,100 $314K New
GE General Electric filed as GE AEROSPACE 0.04% 1,009 $311K New
VNLA Janus Henderson Short Durati 0.04% 5,870 $288K New
PULS Pgim Ultra Short Bond ETF 0.04% 5,661 $281K New
ORCL Oracle Corp. 0.04% 1,436 $280K Add +47.0%
GSY Invesco Ultra Short Duration 0.04% 5,530 $278K New
SHW The Sherwin-Williams Co. 0.04% 850 $275K Add +0.8%
MINT PIMCO Enhanced Short Maturit 0.04% 2,683 $269K New
TBUX T Rowe Price Ultra Short-Ter 0.04% 5,371 $268K New
MS Morgan Stanley 0.04% 1,446 $257K New
FE Firstenergy Corp. 0.03% 5,696 $255K New
XLK SS Technology Select Sector 0.03% 1,682 $242K New
LULU Lululemon Athletica Inc. 0.03% 1,140 $237K Reduce -4.5%
GD General Dynamics Corp. 0.03% 677 $228K Reduce -8.3%
BKNG Booking Holdings Inc. 0.03% 42 $227K Reduce -14.3%
CRH CRH PLC 0.03% 1,805 $225K Reduce -14.8%
SBUX Starbucks Corp. 0.03% 2,635 $222K Add +4.1%
OEF iShares S&P 100 ETF 0.03% 644 $221K Add +0.2%
PSEP Innovator U.S. Equity Power 0.03% 5,043 $220K No change
IWF iShares Russell 1000 Growth 0.03% 439 $208K No change
ABT Abbott Laboratories 0.03% 1,628 $204K Add +1.1%
MELI MercadoLibre Inc. 0.03% 100 $201K No change
FIGS Figs Inc. Class A 0.02% 13,000 $148K No change
TFSL TFS Financial Corp. 0.02% 10,193 $136K New
AQST Aquestive Therapeutics Inc. 0.01% 10,000 $65K New

Options reported separately and not counted above: AVGO puts ($2.1M), DELL puts ($2.0M), SPY puts ($750K), SPY calls ($614K).

Portfolio Sells Q3 2025 → Q4 2025
XLB SS Materials Select Sector Sold out 0.00% −0.19
XLRE SS Real Estate Select Sector Sold out 0.00% −0.16
PJUN Innovator U.S. Equity Power Reduce -0.6% 1.72% −0.11
BSX Boston Scientific Corp. Sold out 0.00% −0.09
SLB SLB Ltd. Sold out 0.00% −0.09
DVN Devon Energy Corp. Sold out 0.00% −0.09
APD Air Products & Chemicals Inc. Reduce -17.1% 0.20% −0.09
MDLZ Mondelez International Inc. Class A Reduce -6.2% 0.26% −0.08
BUD Anheuser-Busch Inbev-SPN ADR Sold out 0.00% −0.08
UNH Unitedhealth Group Inc. Reduce -15.1% 0.24% −0.08
PSTP Innovator PWR Buff Su St ETF Reduce -1.5% 0.99% −0.07
PG The Procter & Gamble Co. Reduce -0.0% 0.43% −0.07
FDVV Fidelity High Dividend ETF Reduce -1.4% 0.86% −0.06
CLX Clorox Company Reduce -7.5% 0.10% −0.04
RDVY First Trust Rising Dividend Reduce -1.8% 0.72% −0.04
BMRN Biomarin Pharmaceutical Inc. Sold out 0.00% −0.04
EXC Exelon Corp. Sold out 0.00% −0.04
ONEQ Fidelity Nasdaq Comp Indx Reduce -0.2% 0.73% −0.04
T AT&T Inc. Sold out 0.00% −0.03
MO Altria Group Inc. Sold out 0.00% −0.03
ZMAR Inovatr E D PRCT ETF - 1 Mar Reduce -8.3% 0.21% −0.03
CEG Constellation Energy Reduce -33.6% 0.06% −0.03
BAM Brookfield Asset Mgmt-A Sold out 0.00% −0.03
NKE Nike Inc. Class B Reduce -4.2% 0.11% −0.03
JMST JPM Ultra-Short Muni Income Reduce -8.0% 0.14% −0.02
FDX FedEx Corp. Reduce -19.5% 0.22% −0.02
JEPI JPMorgan Equity Premium Inco Reduce -8.8% 0.09% −0.02
RITM Rithm Capital Corp. Reduce -5.1% 0.08% −0.01
BKNG Booking Holdings Inc. Reduce -14.3% 0.03% −0.01
CRH CRH PLC Reduce -14.8% 0.03% −0.01
FALN iShares Fallen Angels ETF Reduce -0.0% 0.06% −0.01
GD General Dynamics Corp. Reduce -8.3% 0.03% −0.01
AXP American Express Co. Reduce -8.7% 0.04% −0.00
F Ford Motor Co. Reduce -3.7% 0.05% −0.00
LULU Lululemon Athletica Inc. Reduce -4.5% 0.03% +0.00
BMY Bristol-Myers Squibb Co. Reduce -0.7% 0.24% +0.02
IAU iShares Gold Trust Reduce -0.2% 1.05% +0.04

Portfolio Buys Q3 2025 → Q4 2025
AVGO Broadcom Inc. Add +35.8% 1.77% +0.43
CTAS Cintas Corp. Add +104.2% 0.83% +0.36
DELL Dell Technologies -C Add +125.0% 0.55% +0.26
ZDEK Inno Equ Def Pro ETF - 1 DE Add +366.3% 0.28% +0.22
ZNOV Invtr Equ DE PR ETF - 1 YR N Add +399.2% 0.24% +0.19
GOOGL Alphabet Inc. Class A Add +1.3% 1.05% +0.18
LIN Linde PLC New 0.14% +0.14
ZOCT Inr Eqty Def P ETF - 1 Y Oc New 0.12% +0.12
BA The Boeing Co. New 0.11% +0.11
LLY Eli Lilly & Co. Add +3.2% 0.35% +0.09
BSCQ Invesco Bulletshares 2026 CB New 0.08% +0.08
SPY SS SPDR S&P 500 ETF Trust-US New 0.08% +0.08
DGRO iShares Core Dividend Growth Add +13.1% 1.19% +0.08
MRK Merck & Co. Inc. Add +0.0% 0.54% +0.08
XOM Exxon Mobil Corp. Add +15.0% 0.62% +0.08
PDEC Innovator U.S. Equity Power New 0.08% +0.08
PNOV Innovator U.S. Equity Power New 0.07% +0.07
POCT Innovator U.S. Equity Power New 0.07% +0.07
BIIB Biogen Inc. Add +96.4% 0.10% +0.06
NVDA Nvidia Corp. Add +11.3% 1.61% +0.05
TSM Taiwan Semiconductor-SP ADR Add +32.1% 0.20% +0.05
GS Goldman Sachs Group Inc. Add +8.8% 0.48% +0.05
GEV GE Vernova Inc. New 0.05% +0.05
AMGN Amgen Inc. Add +6.9% 0.34% +0.05
AMZN Amazon.com Inc. Add +7.5% 0.90% +0.04
MU Micron Technology Inc. New 0.04% +0.04
NEE Nextera Energy Inc. Add +9.3% 0.56% +0.04
GE General Electric New 0.04% +0.04
C Citigroup Inc. Add +2.1% 0.49% +0.04
JNJ Johnson & Johnson Add +2.4% 0.68% +0.04
CAT Caterpillar Inc. Add +7.9% 0.23% +0.04
VNLA Janus Henderson Short Durati New 0.04% +0.04
PULS Pgim Ultra Short Bond ETF New 0.04% +0.04
GSY Invesco Ultra Short Duration New 0.04% +0.04
JMUB JPMorgan Municipal ETF Add +20.0% 0.36% +0.04
GOOG Alphabet Inc. Class C Add +3.1% 0.20% +0.04
MINT PIMCO Enhanced Short Maturit New 0.04% +0.04
TBUX T Rowe Price Ultra Short-Ter New 0.04% +0.04
FTEC Fidelity MSCI Info Tech Indx Add +81.5% 0.09% +0.04
MS Morgan Stanley New 0.04% +0.04
FE Firstenergy Corp. New 0.03% +0.03
ISRG Intuitive Surgical Inc. Add +13.6% 0.13% +0.03
XLK SS Technology Select Sector New 0.03% +0.03
JPST JPMorgan Ultra-Short Income Add +37.4% 0.14% +0.03
CRM Salesforce Inc. Add +8.8% 0.25% +0.03
JCI Johnson Controls Internation Add +6.4% 0.40% +0.03
TMO Thermo Fisher Scientific Inc. Add +1.3% 0.24% +0.03
PANW Palo Alto Networks Inc. Add +37.8% 0.16% +0.02
JIVE JPM Interntl Value ETF Add +2.3% 1.60% +0.02
ASML ASML Holding NV-NY Reg SHS Add +13.4% 0.15% +0.02

Options Activity Q3 2025 → Q4 2025
AVGO Broadcom Inc. put New 6,000 $2.1M
DELL Dell Technologies -C put New 15,800 $2.0M
SPY SS SPDR S&P 500 ETF Trust-US put New 1,100 $750K
SPY SS SPDR S&P 500 ETF Trust-US call New 900 $614K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 181$841.2MIVV, FBND, SMTH, AGG, QUAL
Q1 2026 168$741.5MIVV, FBND, SMTH, AGG, QUAL
Q4 2025 176$733.3MIVV, FBND, SMTH, AGG, QUAL
Q3 2025 166$682.5MIVV, FBND, SMTH, AGG, USMV
Q2 2025 156$632.9MIVV, QUAL, FBND, SMTH, USMV
Q1 2025 143$587.1MIVV, QUAL, FBND, SMTH, AGG
Q4 2024 133$541.0MIVV, QUAL, FBND, AAPL, AGG
Q3 2024 125$525.1MIVV, QUAL, AGG, FBND, USMV
Q2 2024 126$482.6MIVV, QUAL, AGG, FBND, USMV
Q1 2024 124$421.1MIVV, QUAL, USMV, AAPL, MBB