Madison Wealth Partners, Inc

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Madison Wealth Partners, Inc reported 157 stock positions worth $405.1 million. Its top holding was iShares Core S&P U.S. Growth (IUSG) at 12.2% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 9.3%) and iShares Flex I A ETF-Usd (BINC, 8.5%). Compared with Q4 2024, it opened 11 new positions, sold out of 6, added to 77 and reduced 52. The biggest buy was a new position in iShares Flex I A ETF-Usd (BINC) and the biggest sale iShares Core Dividend Growth (DGRO, shares −32%).

Most Recent 13F
Q2 2026
Location
MADISON, WI
CIK
0001844424
Portfolio Value
$405.1M (Q1 2025)
SEC Filing
0001951757-25-000413 ↗ filed Apr 22, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $276.5M Q1 2024 Q2 2024: $291.5M Q2 2024 Q3 2024: $337.6M Q3 2024 Q4 2024: $357.8M Q4 2024 Q1 2025: $405.1M $405.1M Q1 2025 Q2 2025: $458.2M Q2 2025 Q3 2025: $505.7M Q3 2025 Q4 2025: $548.1M Q4 2025 Q1 2026: $627.0M Q1 2026 Q2 2026: $785.9M Q2 2026

Holdings 157 stocks · $405.1M
IUSG iShares Core S&P U.S. Growth 12.24% 390,148 $49.6M Add +0.2%
DGRO iShares Core Dividend Growth 9.33% 612,026 $37.8M Reduce -31.6%
BINC iShares Flex I A ETF-Usd Inc. 8.52% 658,820 $34.5M New
IUSV iShares Core S&P U.S. Value 6.40% 280,961 $25.9M Add +16.5%
IJR iShares Core S&P Small-Cap E 5.57% 215,704 $22.6M Add +314.4%
DYNF Ishrs US E F R A ETF-Usd Inc. 5.52% 458,924 $22.4M New
IVV iShares Core S&P 500 ETF 4.39% 31,670 $17.8M Add +4.0%
ONEQ Fidelity Nasdaq Comp Indx 3.88% 231,032 $15.7M Reduce -4.6%
SCHB Schwab US Broad Market ETF 2.82% 530,443 $11.4M Add +6.2%
IJH iShares Core S&P Midcap ETF 2.73% 189,788 $11.1M Add +1.5%
AAPL Apple Inc. 2.20% 40,191 $8.9M Add +0.2%
QQQ Invesco QQQ Trust Series 1 2.02% 17,462 $8.2M Reduce -1.0%
MSFT Microsoft Corp. 1.71% 18,486 $6.9M Add +0.6%
IXUS iShares Core Intl Stock ETF 1.59% 92,300 $6.4M Add +0.4%
FBND Fidelity Total Bond ETF 1.38% 122,731 $5.6M Reduce -9.0%
SPY SS SPDR S&P 500 ETF Trust-US 1.30% 9,446 $5.3M Add +0.0%
RSP Invesco S&P 500 Equal Weight 1.18% 27,553 $4.8M Add +0.5%
VIG Vanguard Dividend Apprec ETF 1.12% 23,304 $4.5M Add +2.5%
AMZN Amazon.com Inc. 0.94% 20,092 $3.8M Add +1.9%
UBND Victoryshares Core Plus Bond 0.89% 164,959 $3.6M Add +11.6%
ILCG iShares Morningstar Growth E 0.84% 41,858 $3.4M Reduce -7.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.78% 8,488 $3.1M Add +2.9%
IEFA iShares Core MSCI Eafe ETF 0.73% 39,099 $3.0M Reduce -6.2%
ILCV iShares Morningstar Value Et 0.71% 35,098 $2.9M Reduce -8.7%
MGEE Mge Energy Inc. 0.67% 29,230 $2.7M Reduce -4.2%
BRK.B Berkshire Hathaway Inc. Class B 0.58% 4,404 $2.3M Add +2.0%
MUB iShares National Muni Bond E 0.57% 21,936 $2.3M Reduce -3.1%
GOOGL Alphabet Inc. Class A 0.57% 14,869 $2.3M Add +0.0%
QQQM Invesco Nasdaq 100 ETF 0.57% 11,859 $2.3M Add +25.0%
NVDA Nvidia Corp. 0.54% 20,289 $2.2M Add +9.5%
SCHG Schwab US Large-Cap Growth 0.54% 86,825 $2.2M Add +4.3%
VTI VG Morningstar TS MKT ETF-US 0.52% 7,652 $2.1M Reduce -1.5%
SCHF Schwab Intl Equity ETF 0.48% 99,008 $2.0M Add +5.0%
BOXX Alpha Architect 1-3 MNTH Box 0.46% 16,778 $1.9M Add +104.6%
JPM JPMorgan Chase & Co. 0.45% 7,459 $1.8M Reduce -1.4%
GLD SPDR Gold Shares 0.38% 5,353 $1.5M Add +3.0%
SCHM Schwab US Mid Cap ETF 0.33% 51,110 $1.3M Reduce -5.7%
XYLD Global X S&P 500 Cove Call E 0.33% 33,777 $1.3M Add +8.1%
BALT Inn Defined Wealth Shield 0.32% 41,501 $1.3M Add +16.9%
V Visa Inc. Class A 0.31% 3,599 $1.3M Add +1.2%
USTB Victoryshares Short-Term Bon 0.30% 24,358 $1.2M Add +58.8%
COST Costco Wholesale Corp. 0.29% 1,228 $1.2M No change
VOO Vanguard S&P 500 ETF 0.28% 2,221 $1.1M Add +0.1%
OEF iShares S&P 100 ETF 0.27% 4,109 $1.1M Reduce -1.1%
DHR Danaher Corp. 0.27% 5,246 $1.1M No change
CSHI Neos Enhanced Income 1-3 Mon 0.27% 21,637 $1.1M Reduce -26.8%
TSLA Tesla Inc. 0.26% 4,093 $1.1M Reduce -7.0%
VGT Vanguard Info Tech ETF 0.25% 1,885 $1.0M Reduce -5.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.25% 24,443 $1.0M Add +0.1%
VYM Vanguard High DVD Yield ETF 0.25% 7,864 $1.0M Add +2.8%
PGX Invesco Preferred ETF 0.25% 90,100 $1.0M No change
SCHD Schwab US DVD Equity ETF 0.25% 35,689 $998K Add +0.5%
ITOT iShares Core S&P Total U.S. 0.24% 8,096 $988K Add +2.4%
LNT Alliant Energy Corp. 0.22% 13,550 $872K Add +1.1%
AGG iShares Core U.S. Aggregate 0.21% 8,796 $870K Reduce -0.8%
IEMG iShares Core MSCI Emerging 0.21% 15,930 $860K Reduce -5.4%
MUNI PIMCO Intermediate Municipal 0.21% 16,457 $848K Add +4.1%
CGMU Cap Group Municipal Income 0.20% 29,829 $800K Reduce -11.0%
CGCP Cap Group Core Plus Income 0.20% 35,383 $794K Add +1.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.20% 3,082 $792K No change
DE Deere & Co. 0.20% 1,686 $791K Reduce -0.6%
META Meta Platforms Inc. Class A 0.20% 1,373 $791K Add +1.0%
FENI Fidelity Enhanced Intl ETF 0.19% 25,672 $764K Add +33.6%
VDE Vanguard Energy ETF 0.18% 5,607 $727K Add +0.7%
IVW iShares S&P 500 Growth ETF 0.18% 7,761 $720K Add +6.4%
LLY Eli Lilly & Co. 0.18% 867 $716K Reduce -2.6%
SRLN SS Blackstone Sr Loan ETF 0.17% 17,089 $703K Add +0.1%
JEPI JPMorgan Equity Premium Inco 0.17% 11,867 $678K Add +25.7%
PTY PIMCO Corporate & Income Opp 0.16% 44,526 $644K Add +1.3%
XLC SS Comm Select Sector SPDR 0.16% 6,644 $641K Add +0.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.16% 3,396 $633K Reduce -1.6%
IGV iShares Expanded Tech-Softwa 0.15% 6,938 $617K Add +7.8%
IMCG iShares Morningstar Mid-Cap 0.15% 8,609 $615K Reduce -6.5%
IMCV iShares Morningstar Mid-Cap 0.14% 7,894 $586K Reduce -6.0%
VTEB Vanguard Tax-Exempt Bond ETF 0.14% 11,278 $560K Reduce -7.9%
VEU Vanguard Ftse All-World Ex-U 0.13% 8,898 $540K Reduce -1.0%
ORCL Oracle Corp. 0.13% 3,650 $510K Add +16.7%
SUB iShares Short-Term National 0.13% 4,793 $506K Add +0.1%
XOM Exxon Mobil Corp. 0.12% 4,129 $491K Reduce -0.7%
LRCX Lam Research Corp. 0.12% 6,499 $472K Add +0.3%
HDV iShares Core High Dividend E 0.11% 3,817 $462K Add +1.4%
AVGO Broadcom Inc. 0.11% 2,735 $458K Add +3.2%
VB Vanguard Most SM-Cap ETF-Usd 0.11% 1,952 $433K Add +0.1%
T AT&T Inc. 0.11% 15,138 $428K Add +0.8%
CVX Chevron Corp. 0.11% 2,546 $426K Reduce -0.7%
HD Home Depot Inc. 0.10% 1,156 $424K Add +1.4%
IWM iShares Russell 2000 ETF 0.10% 2,096 $418K No change
IWF iShares Russell 1000 Growth 0.10% 1,156 $417K No change
JNJ Johnson & Johnson 0.10% 2,500 $415K Add +0.0%
SOXX iShares Semiconductor ETF 0.10% 2,140 $403K Add +0.1%
VXUS Vanguard Total Intl Stock 0.10% 6,466 $402K Add +0.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.09% 2,211 $382K Reduce -1.5%
FDN First Trust DJ Internet Ind 0.09% 1,718 $382K No change
MA Mastercard Inc. Class A 0.09% 673 $369K Reduce -2.2%
COMT iShares Gsci Commodity Dynam 0.09% 13,757 $364K Reduce -7.5%
KRE SS SPDR S&P Regional Bank 0.09% 6,378 $363K Add +0.0%
FESM Fidelity Enhanced Small Cap 0.09% 12,285 $362K Add +7.1%
PG The Procter & Gamble Co. 0.09% 2,106 $359K Add +1.7%
FELC Fidelity Enh LRG Cap Cor ETF 0.09% 11,501 $359K Add +1.0%
MCD McDonald's Corp. 0.09% 1,140 $356K Add +3.8%
CRWD CrowdStrike Holdings Inc. Class A 0.09% 996 $351K Add +20.1%
VNQ Vanguard Real Estate ETF 0.09% 3,857 $349K Add +0.1%
CSCO Cisco Systems Inc. 0.09% 5,650 $349K Add +0.1%
IWD iShares Russell 1000 Value E 0.08% 1,783 $336K Reduce -0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.08% 1,285 $332K Reduce -0.1%
IWP iShares Russell Mid-Cap Grow 0.08% 2,811 $330K Reduce -2.8%
GOOG Alphabet Inc. Class C 0.08% 2,111 $330K Add +4.8%
HELO JPMorgan Hedged Equity ETF 0.08% 5,521 $330K Add +17.0%
NEE Nextera Energy Inc. 0.08% 4,583 $325K Add +39.8%
IWB iShares Russell 1000 ETF 0.08% 1,055 $324K Add +1.3%
ISCG iShares Morningstar Small-Ca 0.08% 7,137 $322K Reduce -9.0%
JMUB JPMorgan Municipal ETF 0.08% 6,409 $320K Add +0.2%
PEP Pepsico Inc. 0.08% 2,112 $317K Add +8.0%
ACWX iShares MSCI Acwi Ex US ETF 0.08% 5,670 $314K No change
AMAT Applied Materials Inc. 0.08% 2,153 $312K Add +18.9%
ISCV iShares Morningstar Small-Ca 0.07% 5,123 $304K Reduce -8.8%
SMMU PIMCO SHRT TRM Muni BND ETF 0.07% 5,775 $289K Reduce -12.6%
HMOP Hartford Municipal Opp ETF 0.07% 7,411 $285K Reduce -8.1%
CAT Caterpillar Inc. 0.07% 863 $285K Reduce -2.8%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.07% 3,520 $278K Reduce -1.3%
JAAA Janus Henderson Aaa Clo ETF 0.07% 5,475 $278K Add +20.3%
PLTR Palantir Technologies Inc. Class A 0.07% 3,277 $277K New
GUNR NT Mstar GLBL NR ETF 0.07% 6,940 $269K Reduce -30.9%
CIBR First Trust Nasdaq Cybersecu 0.07% 4,275 $269K No change
TSCO Tractor Supply Company 0.06% 4,754 $262K Add +0.0%
EFG iShares MSCI Eafe Growth ETF 0.06% 2,596 $260K Reduce -0.1%
PAPR Innovator U.S. Equity Power 0.06% 7,241 $258K Reduce -0.3%
CMI Cummins Inc. 0.06% 819 $257K Add +0.1%
FTEC Fidelity MSCI Info Tech Indx 0.06% 1,591 $257K Add +9.3%
NOVT Novanta Inc. 0.06% 1,983 $254K No change
VYMI Vanguard Int High DVD YLD Inc. 0.06% 3,329 $245K Add +0.7%
DAL Delta Air Lines Inc. 0.06% 5,548 $242K Reduce -3.8%
CARR Carrier Global Corp. 0.06% 3,813 $242K No change
C Citigroup Inc. 0.06% 3,339 $237K Reduce -33.7%
PJAN Innovator U.S. Equity Power 0.06% 5,715 $237K No change
USB US Bancorp 0.06% 5,590 $236K Add +0.2%
IAU iShares Gold Trust 0.06% 3,969 $234K New
ABBV Abbvie Inc. 0.06% 1,095 $229K New
IWS iShares Russell Mid-Cap Valu 0.06% 1,818 $229K Reduce -0.2%
PFEB Innovator U.S. Equity Power 0.06% 6,319 $226K Add +2.2%
PGR Progressive Corp. 0.06% 798 $226K New
BALI Is US LRG CP Pre Inc. Act-Usd 0.06% 7,802 $225K New
KLAC KLA Corp. 0.06% 329 $224K No change
GBTC Grayscale Bitcoin Trust ETF 0.05% 3,392 $221K No change
QUAL iShares MSCI USA Quality Fac 0.05% 1,291 $221K New
SGOV iShares 0-3 Month Treasury B 0.05% 2,183 $220K New
SCHX Schwab US Large-Cap ETF 0.05% 9,816 $217K Reduce -0.4%
LOW Lowe's Cos Inc. 0.05% 906 $211K Reduce -11.9%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.05% 4,578 $211K Reduce -9.0%
IVE iShares S&P 500 Value ETF 0.05% 1,098 $209K New
SCHA Schwab US Small-Cap ETF 0.05% 8,579 $201K Reduce -70.4%
EFV iShares MSCI Eafe Value ETF 0.05% 3,405 $201K Reduce -15.2%
NKE Nike Inc. Class B 0.05% 3,155 $200K No change
F Ford Motor Co. filed as FORD MTR CO 0.03% 13,225 $133K New
AAL American Airlines Group Inc. 0.03% 10,372 $109K No change
PHK PIMCO High Income Fund 0.03% 21,350 $104K No change
LWLG Lightwave Logic Inc. 0.00% 13,758 $14K Reduce -9.8%

Portfolio Sells Q4 2024 → Q1 2025
DGRO iShares Core Dividend Growth Reduce -31.6% 9.33% −6.00
ONEQ Fidelity Nasdaq Comp Indx Reduce -4.6% 3.88% −1.26
QQQ Invesco QQQ Trust Series 1 Reduce -1.0% 2.02% −0.50
FBND Fidelity Total Bond ETF Reduce -9.0% 1.38% −0.31
ILCG iShares Morningstar Growth E Reduce -7.5% 0.84% −0.30
TSLA Tesla Inc. Reduce -7.0% 0.26% −0.23
ILCV iShares Morningstar Value Et Reduce -8.7% 0.71% −0.16
SCHA Schwab US Small-Cap ETF Reduce -70.4% 0.05% −0.16
CSHI Neos Enhanced Income 1-3 Mon Reduce -26.8% 0.27% −0.15
MGEE Mge Energy Inc. Reduce -4.2% 0.67% −0.13
VTI VG Morningstar TS MKT ETF-US Reduce -1.5% 0.52% −0.11
MUB iShares National Muni Bond E Reduce -3.1% 0.57% −0.10
VGT Vanguard Info Tech ETF Reduce -5.6% 0.25% −0.09
SCHM Schwab US Mid Cap ETF Reduce -5.7% 0.33% −0.09
IEFA iShares Core MSCI Eafe ETF Reduce -6.2% 0.73% −0.09
EXAS Exact Sciences Corp. Sold out 0.00% −0.06
NFLX Netflix Inc. Sold out 0.00% −0.06
ADBE Adobe Inc. Sold out 0.00% −0.06
OEF iShares S&P 100 ETF Reduce -1.1% 0.27% −0.06
PDEC Innovator U.S. Equity Power Sold out 0.00% −0.06
DIS The Walt Disney Co. Sold out 0.00% −0.06
JPM JPMorgan Chase & Co. Reduce -1.4% 0.45% −0.06
CGMU Cap Group Municipal Income Reduce -11.0% 0.20% −0.05
IMCG iShares Morningstar Mid-Cap Reduce -6.5% 0.15% −0.04
C Citigroup Inc. Reduce -33.7% 0.06% −0.04
DAL Delta Air Lines Inc. Reduce -3.8% 0.06% −0.04
GUNR NT Mstar GLBL NR ETF Reduce -30.9% 0.07% −0.04
NXE Nexgen Energy Ltd. Sold out 0.00% −0.04
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -1.6% 0.16% −0.03
IEMG iShares Core MSCI Emerging Reduce -5.4% 0.21% −0.03
VTEB Vanguard Tax-Exempt Bond ETF Reduce -7.9% 0.14% −0.03
IMCV iShares Morningstar Mid-Cap Reduce -6.0% 0.14% −0.03
ISCG iShares Morningstar Small-Ca Reduce -9.0% 0.08% −0.03
AGG iShares Core U.S. Aggregate Reduce -0.8% 0.21% −0.03
ISCV iShares Morningstar Small-Ca Reduce -8.8% 0.07% −0.02
IWP iShares Russell Mid-Cap Grow Reduce -2.8% 0.08% −0.02
SMMU PIMCO SHRT TRM Muni BND ETF Reduce -12.6% 0.07% −0.02
CAT Caterpillar Inc. Reduce -2.8% 0.07% −0.02
LOW Lowe's Cos Inc. Reduce -11.9% 0.05% −0.02
HMOP Hartford Municipal Opp ETF Reduce -8.1% 0.07% −0.02
COMT iShares Gsci Commodity Dynam Reduce -7.5% 0.09% −0.02
LLY Eli Lilly & Co. Reduce -2.6% 0.18% −0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.1% 0.08% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -1.5% 0.09% −0.01
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -9.0% 0.05% −0.01
VEU Vanguard Ftse All-World Ex-U Reduce -1.0% 0.13% −0.01
PAPR Innovator U.S. Equity Power Reduce -0.3% 0.06% −0.01
SCHX Schwab US Large-Cap ETF Reduce -0.4% 0.05% −0.01
MA Mastercard Inc. Class A Reduce -2.2% 0.09% −0.01
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -1.3% 0.07% −0.01

Portfolio Buys Q4 2024 → Q1 2025
BINC iShares Flex I A ETF-Usd Inc. New 8.52% +8.52
DYNF Ishrs US E F R A ETF-Usd Inc. New 5.52% +5.52
IJR iShares Core S&P Small-Cap E Add +314.4% 5.57% +3.89
BOXX Alpha Architect 1-3 MNTH Box Add +104.6% 0.46% +0.21
IUSV iShares Core S&P U.S. Value Add +16.5% 6.40% +0.16
USTB Victoryshares Short-Term Bon Add +58.8% 0.30% +0.09
PLTR Palantir Technologies Inc. Class A New 0.07% +0.07
IAU iShares Gold Trust New 0.06% +0.06
ABBV Abbvie Inc. New 0.06% +0.06
PGR Progressive Corp. New 0.06% +0.06
BALI Is US LRG CP Pre Inc. Act-Usd New 0.06% +0.06
QUAL iShares MSCI USA Quality Fac New 0.05% +0.05
SGOV iShares 0-3 Month Treasury B New 0.05% +0.05
IVE iShares S&P 500 Value ETF New 0.05% +0.05
FENI Fidelity Enhanced Intl ETF Add +33.6% 0.19% +0.04
F Ford Motor Co. New 0.03% +0.03
BRK.B Berkshire Hathaway Inc. Class B Add +2.0% 0.58% +0.03
GLD SPDR Gold Shares Add +3.0% 0.38% +0.03
JEPI JPMorgan Equity Premium Inco Add +25.7% 0.17% +0.02
NEE Nextera Energy Inc. Add +39.8% 0.08% +0.01
T AT&T Inc. Add +0.8% 0.11% +0.01
BALT Inn Defined Wealth Shield Add +16.9% 0.32% +0.01
CRWD CrowdStrike Holdings Inc. Class A Add +20.1% 0.09% +0.01
QQQM Invesco Nasdaq 100 ETF Add +25.0% 0.57% +0.01
UBND Victoryshares Core Plus Bond Add +11.6% 0.89% +0.01
JAAA Janus Henderson Aaa Clo ETF Add +20.3% 0.07% +0.00
JNJ Johnson & Johnson Add +0.0% 0.10% +0.00
HELO JPMorgan Hedged Equity ETF Add +17.0% 0.08% −0.00
MCD McDonald's Corp. Add +3.8% 0.09% −0.00
VYMI Vanguard Int High DVD YLD Inc. Add +0.7% 0.06% −0.00
V Visa Inc. Class A Add +1.2% 0.31% −0.00
SCHF Schwab Intl Equity ETF Add +5.0% 0.48% −0.00
HDV iShares Core High Dividend E Add +1.4% 0.11% −0.00
PEP Pepsico Inc. Add +8.0% 0.08% −0.01
AMAT Applied Materials Inc. Add +18.9% 0.08% −0.01
TSCO Tractor Supply Company Add +0.0% 0.06% −0.01
LNT Alliant Energy Corp. Add +1.1% 0.22% −0.01
CSCO Cisco Systems Inc. Add +0.1% 0.09% −0.01
VXUS Vanguard Total Intl Stock Add +0.0% 0.10% −0.01
PFEB Innovator U.S. Equity Power Add +2.2% 0.06% −0.01
PG The Procter & Gamble Co. Add +1.7% 0.09% −0.01
VDE Vanguard Energy ETF Add +0.7% 0.18% −0.01
VNQ Vanguard Real Estate ETF Add +0.1% 0.09% −0.01
JMUB JPMorgan Municipal ETF Add +0.2% 0.08% −0.01
FTEC Fidelity MSCI Info Tech Indx Add +9.3% 0.06% −0.01
IWB iShares Russell 1000 ETF Add +1.3% 0.08% −0.01
LRCX Lam Research Corp. Add +0.3% 0.12% −0.01
FESM Fidelity Enhanced Small Cap Add +7.1% 0.09% −0.01
SUB iShares Short-Term National Add +0.1% 0.13% −0.02
FELC Fidelity Enh LRG Cap Cor ETF Add +1.0% 0.09% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 292$785.9MIUSG, FMDE, BINC, UBND, DYNF
Q1 2026 220$627.0MIUSG, BINC, FMDE, DYNF, UBND
Q4 2025 207$548.1MIUSG, DGRO, BINC, DYNF, IUSV
Q3 2025 184$505.7MIUSG, DGRO, BINC, DYNF, IUSV
Q2 2025 174$458.2MIUSG, DGRO, BINC, IUSV, IJR
Q1 2025 157$405.1MIUSG, DGRO, BINC, IUSV, IJR
Q4 2024 152$357.8MDGRO, IUSG, IUSV, ONEQ, IVV
Q3 2024 148$337.6MDGRO, IUSG, IUSV, IVV, ONEQ
Q2 2024 127$291.5MDGRO, IUSG, IUSV, ONEQ, IVV
Q1 2024 124$276.5MDGRO, IUSG, IUSV, IVV, ONEQ