Marion Wealth Management

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 16, 2026), Marion Wealth Management reported 156 stock positions worth $490.2 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 8.8% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 6.8%) and iShares Core MSCI Emerging (IEMG, 4.4%). Compared with Q1 2026, it opened 19 new positions, sold out of 5, added to 67 and reduced 49. The biggest buy was Starbucks (SBUX, shares +1100%) and the biggest sale Invesco Optimum Yield Divers (PDBC, shares −3%).

Most Recent 13F
Q2 2026
Location
MONROEVILLE, PA
CIK
0001911097
Portfolio Value
$490.2M (Q2 2026)
SEC Filing
0001911097-26-000003 ↗ filed Jul 16, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $335.0M Q1 2024 Q2 2024: $340.5M Q2 2024 Q3 2024: $375.0M Q3 2024 Q4 2024: $377.1M Q4 2024 Q1 2025: $374.4M Q1 2025 Q2 2025: $399.5M Q2 2025 Q3 2025: $421.6M Q3 2025 Q4 2025: $450.0M Q4 2025 Q1 2026: $450.5M Q1 2026 Q2 2026: $490.2M $490.2M Q2 2026

Holdings 156 stocks · $490.2M

VCIT Vanguard Int-Term Corporate 8.81% 522,764 $43.2M Add +8.1%
IEFA iShares Core MSCI Eafe ETF 6.77% 343,708 $33.2M Add +1.4%
IEMG iShares Core MSCI Emerging 4.41% 261,219 $21.6M Reduce -5.5%
VOT Vngrd Mrngstr MC GRW ETF-Usd 3.92% 62,783 $19.2M Add +4.0%
DON Wisdomtree US Midcap Dividen 3.66% 317,689 $18.0M Add +5.9%
MLPB Etracs Alerian Infrast Ser B filed as UBS AG LONDON BRANCH 3.52% 598,326 $17.2M Reduce -0.7%
PDBC Invesco Optimum Yield Divers 3.48% 1,073,833 $17.1M Reduce -3.2%
VWOB Vanguard Emerg MKTS Gov BND 2.81% 205,098 $13.8M Add +2.1%
VGIT Vanguard Intermediate-Term T 2.44% 203,139 $12.0M Add +16.0%
AAPL Apple Inc. 2.42% 40,913 $11.8M Add +4.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 2.41% 32,271 $11.8M Reduce -1.0%
IWN iShares Russell 2000 Value E 2.32% 51,511 $11.4M Reduce -1.1%
VCSH Vanguard S/T Corp. Bond ETF 2.14% 132,681 $10.5M Reduce -14.5%
PRF Invesco Rafi US 1000 ETF 1.90% 171,946 $9.3M Add +0.6%
SPYG SS SPDR P S&P 500 Growth ETF 1.85% 76,215 $9.1M Reduce -0.1%
VMBS Vanguard Mortgage-Backed Sec 1.68% 175,588 $8.2M Add +8.0%
HYLB Xtrackers Usd High Yield Cor 1.47% 196,640 $7.2M Add +4.2%
ADI Analog Devices Inc. 1.45% 17,944 $7.1M Reduce -7.4%
VGT Vanguard Info Tech ETF 1.44% 59,151 $7.1M Reduce -2.9%
FPE FT-Preferred Secur & Inc. ETF 1.43% 390,957 $7.0M Add +3.5%
VCLT Vanguard Long-Term Corp. Bond 1.35% 88,051 $6.6M Add +3.1%
GOOGL Alphabet Inc. Class A 1.33% 18,179 $6.5M Reduce -7.1%
MSFT Microsoft Corp. 1.29% 16,999 $6.3M Add +1.7%
SGOV iShares 0-3 Month Treasury B 1.06% 51,378 $5.2M Add +5.6%
JPM JPMorgan Chase & Co. 1.04% 15,540 $5.1M Add +2.2%
VGSH Vanguard Short-Term Treasury 1.00% 84,523 $4.9M Reduce -12.2%
LLY Eli Lilly & Co. 0.92% 3,761 $4.5M Add +2.7%
META Meta Platforms Inc. Class A 0.88% 7,668 $4.3M Add +2.4%
AMZN Amazon.com Inc. 0.84% 17,323 $4.1M Add +2.8%
NVDA Nvidia Corp. 0.78% 19,035 $3.8M Reduce -5.4%
IBB iShares Biotechnology ETF 0.76% 19,709 $3.7M Reduce -2.1%
CRM Salesforce Inc. 0.72% 22,482 $3.5M Add +20.9%
XLV SS Health Care Select Sector 0.68% 21,151 $3.4M Add +2.4%
MA Mastercard Inc. Class A 0.68% 6,488 $3.3M Add +5.8%
XLC SS Comm Select Sector SPDR 0.68% 30,976 $3.3M Add +1.1%
XLY SS Consumer Disc Select Sect 0.66% 27,391 $3.2M Add +1.1%
PWR Quanta Services Inc. 0.63% 4,316 $3.1M Reduce -9.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.63% 20,233 $3.1M Reduce -0.6%
DGX Quest Diagnostics Inc. 0.62% 14,390 $3.0M Add +3.2%
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 0.59% 54,031 $2.9M Reduce -1.3%
ACN Accenture PLC Class A 0.58% 23,008 $2.9M Add +25.4%
SBUX Starbucks Corp. 0.58% 28,005 $2.9M Add +1099.9%
HD Home Depot Inc. 0.57% 7,884 $2.8M Add +5.9%
BLK BlackRock Inc. 0.56% 2,841 $2.7M Add +4.9%
CBOE Cboe Global Markets Inc. 0.54% 10,976 $2.7M Reduce -0.7%
COST Costco Wholesale Corp. 0.53% 2,765 $2.6M Add +4.3%
BX Blackstone Inc. 0.52% 21,842 $2.6M Add +4.7%
MCK McKesson Corp. 0.52% 3,377 $2.6M Add +8.4%
DE Deere & Co. 0.49% 3,812 $2.4M Reduce -0.8%
PSX Phillips 66 0.46% 13,302 $2.2M Reduce -3.1%
KO The Coca-Cola Co. 0.45% 27,241 $2.2M Add +3.6%
XLI SS Industrial Select Sector 0.45% 11,818 $2.2M Reduce -1.0%
TMUS T-Mobile US Inc. 0.44% 12,921 $2.2M Add +12.3%
PG The Procter & Gamble Co. 0.44% 14,602 $2.1M Add +6.5%
XLE SS Energy Select Sector 0.42% 38,996 $2.1M Reduce -1.2%
EOG EOG Resources Inc. 0.41% 15,337 $2.0M Add +0.6%
CAT Caterpillar Inc. 0.40% 1,847 $2.0M Add +0.2%
GOOG Alphabet Inc. Class C 0.39% 5,383 $1.9M Reduce -9.3%
FLXS Flexsteel Inds 0.39% 25,525 $1.9M Reduce -25.2%
UNP Union Pacific Corp. 0.38% 6,873 $1.9M Add +1.2%
VDC Vanguard Consumer Staple ETF 0.38% 8,213 $1.9M Add +2.4%
AVGO Broadcom Inc. 0.37% 4,817 $1.8M Reduce -8.4%
ORCL Oracle Corp. 0.37% 12,411 $1.8M Reduce -2.3%
COP Conocophillips 0.37% 17,374 $1.8M Reduce -0.4%
NEE Nextera Energy Inc. 0.37% 20,397 $1.8M Reduce -0.7%
PNC PNC Financial Services Group 0.36% 7,213 $1.8M Reduce -1.6%
LIN Linde PLC 0.35% 3,285 $1.7M Reduce -0.1%
VGLT Vanguard Long-Term Treasury 0.34% 30,475 $1.7M Add +3.8%
VMC Vulcan Materials Co. 0.33% 5,545 $1.6M Reduce -0.9%
UPS United Parcel Service Class B 0.33% 14,946 $1.6M Reduce -16.5%
IGLD FT Vest Gold Strategy Target 0.33% 76,289 $1.6M Add +3.4%
JMUB JPMorgan Municipal ETF 0.32% 30,521 $1.5M No change
AEP American Electric Power 0.31% 11,053 $1.5M Add +4.3%
NOC Northrop Grumman Corp. 0.30% 2,926 $1.5M Add +2.8%
BIL SS SPDR BB 1-3M T-Bill ETF 0.30% 16,219 $1.5M Add +11.3%
IVV iShares Core S&P 500 ETF 0.29% 1,915 $1.4M Reduce -4.2%
EQIX Equinix Inc. 0.29% 1,353 $1.4M Reduce -0.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.28% 15,846 $1.4M Reduce -2.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.27% 1,777 $1.3M Reduce -0.5%
AMT American Tower Corp. 0.24% 7,053 $1.2M Add +4.6%
ANET Arista Networks Inc. 0.22% 6,260 $1.1M Reduce -3.3%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.21% 20,326 $1.0M Add +21.6%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.21% 4,261 $1.0M No change
PANW Palo Alto Networks Inc. 0.20% 2,847 $971K Add +2.2%
DKS Dick's Sporting Goods Inc. 0.19% 4,178 $948K Add +75.3%
JEPI JPMorgan Equity Premium Inco 0.18% 15,366 $868K Reduce -5.7%
XOM Exxon Mobil Corp. 0.17% 6,156 $842K Reduce -6.9%
MDY State Street SPDR S&P Midcap 0.17% 1,187 $835K Add +6.5%
AOA iShares Core 80/20 Aggressiv 0.17% 8,454 $825K Add +4.6%
AMAT Applied Materials Inc. 0.15% 1,011 $731K Add +3.5%
BND Vanguard Total Bond Market 0.14% 9,551 $701K Add +5.0%
SPIB SS SPDR P Int C Corp. ETF 0.14% 20,290 $679K Add +3.8%
CEG Constellation Energy 0.13% 2,618 $650K Add +6.7%
INTC Intel Corp. 0.13% 4,610 $644K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.12% 7,348 $592K No change
HEDJ Wisdomtree Europe Hedged Equ 0.12% 10,232 $583K No change
EFA iShares MSCI Eafe ETF 0.11% 5,259 $546K Reduce -4.8%
CSX CSX Corp. 0.11% 11,340 $539K No change
KNG FT Vest S&P 500 DVD Arst TRG 0.11% 10,454 $528K Add +2.6%
GE General Electric filed as GE AEROSPACE 0.11% 1,382 $516K Add +11.3%
SPSB SS SPDR P St C Corp. ETF 0.10% 16,167 $485K Add +0.0%
DLN Wisdomtree US Largecap Divid 0.10% 4,967 $478K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.09% 7,112 $437K Reduce -15.3%
FSTR Foster (lb) Co. Class A 0.09% 9,593 $433K No change
JNJ Johnson & Johnson 0.09% 1,681 $427K Add +0.5%
SNOW Snowflake Inc. 0.09% 1,642 $418K New
URI United Rentals Inc. 0.08% 366 $415K Add +6.1%
GEV GE Vernova Inc. 0.08% 350 $411K New
COF Capital One Financial Corp. 0.08% 1,993 $400K No change
AMD Advanced Micro Devices 0.08% 680 $395K New
WMT Walmart Inc. 0.08% 3,404 $386K No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.08% 5,678 $384K Reduce -0.6%
VTV Vanguard Mrngstr Val ETF-Aui 0.08% 1,757 $383K Reduce -7.4%
V Visa Inc. Class A 0.08% 1,106 $379K Add +7.9%
AMGN Amgen Inc. 0.08% 1,025 $371K No change
VZ Verizon Communications Inc. 0.07% 8,665 $367K Add +9.9%
EEM iShares MSCI Emerging Market 0.07% 4,858 $332K Reduce -0.4%
IDVO Amplify CWP Intl Enh DVD Inc. 0.07% 7,857 $330K Add +37.0%
COHR Coherent Corp. 0.06% 794 $313K Reduce -13.0%
COMT iShares Gsci Commodity Dynam 0.06% 9,886 $300K Reduce -4.9%
BDC Belden Inc. 0.06% 2,500 $300K No change
SPYV SS SPDR P S&P 500 Value ETF 0.06% 4,875 $296K Add +0.4%
HOOD Robinhood Markets Inc. Class A 0.06% 2,924 $293K New
PPG PPG Industries Inc. 0.06% 2,390 $290K No change
WM Waste Management Inc. 0.06% 1,291 $288K Add +15.0%
GD General Dynamics Corp. 0.06% 805 $285K New
BRK.B Berkshire Hathaway Inc. Class B 0.06% 563 $282K No change
XLF SS Financial Select Sector 0.06% 5,252 $282K No change
FTNT Fortinet Inc. 0.06% 1,810 $278K New
MUB iShares National Muni Bond E 0.06% 2,577 $277K No change
QCOM Qualcomm Inc. 0.06% 1,500 $277K New
DXCM Dexcom Inc. 0.06% 4,098 $276K New
SUB iShares Short-Term National 0.06% 2,566 $273K New
CGIB Cap Group Intl Bond HDG 0.06% 10,672 $272K No change
UBER Uber Technologies Inc. 0.05% 3,724 $269K Add +20.7%
NTAP Netapp Inc. 0.05% 1,726 $267K New
HIMU iShares High Yild Muni A ETF 0.05% 5,286 $263K Add +17.3%
EXC Exelon Corp. 0.05% 5,463 $255K Add +0.1%
SPGI S&P Global Inc. 0.05% 623 $254K Add +20.7%
NYT New York Times Co. Class A 0.05% 3,494 $245K New
QQQ Invesco QQQ Trust Series 1 0.05% 331 $244K New
SPSM SS SPDR P S&P 600 Small Cap 0.05% 4,201 $242K Reduce -3.0%
NFLX Netflix Inc. 0.05% 3,310 $236K Reduce -23.2%
VRP Invesco Variable Rate Prefer 0.05% 9,615 $234K No change
ETN Eaton Corp. PLC 0.05% 547 $233K New
NFG National Fuel Gas Co. 0.05% 3,013 $233K No change
MU Micron Technology Inc. 0.05% 192 $222K New
IWR iShares Russell Mid-Cap ETF 0.04% 1,939 $214K Reduce -11.4%
FXE Invesco Currencyshares Euro 0.04% 2,014 $212K No change
CVS CVS Health Corp. 0.04% 2,045 $212K New
PEG Public Service Enterprise GP 0.04% 2,600 $211K No change
SDY SS SPDR S&P Dividend ETF 0.04% 1,371 $209K New
TSM Taiwan Semiconductor-SP ADR 0.04% 430 $205K New
NOW ServiceNow Inc. 0.04% 2,068 $205K Reduce -7.3%
FTNJ FR New Jersey Muni Inc. ETF 0.04% 22,753 $201K New
TRLV Trulieve Cannabis Corp. 0.02% 10,000 $98K New

Options reported separately and not counted above: SPY puts ($1.1M), ANET puts ($170K), PANW calls ($34K).

Portfolio Sells Q1 2026 → Q2 2026

PDBC Invesco Optimum Yield Divers Reduce -3.2% 3.48% −0.79
VCSH Vanguard S/T Corp. Bond ETF Reduce -14.5% 2.14% −0.59
MLPB Etracs Alerian Infrast Ser B Reduce -0.7% 3.52% −0.37
VGSH Vanguard Short-Term Treasury Reduce -12.2% 1.00% −0.25
CBOE Cboe Global Markets Inc. Reduce -0.7% 0.54% −0.15
COP Conocophillips Reduce -0.4% 0.37% −0.14
XLE SS Energy Select Sector Reduce -1.2% 0.42% −0.11
TJX TJX Companies Inc. Reduce -0.6% 0.63% −0.10
PSX Phillips 66 Reduce -3.1% 0.46% −0.10
XOM Exxon Mobil Corp. Reduce -6.9% 0.17% −0.08
SCHW Schwab (charles) Corp. Sold out 0.00% −0.07
UPS United Parcel Service Class B Reduce -16.5% 0.33% −0.06
NEE Nextera Energy Inc. Reduce -0.7% 0.37% −0.06
AKRE Akre Focus ETF Reduce -1.3% 0.59% −0.06
MRK Merck & Co. Inc. Sold out 0.00% −0.05
PEP Pepsico Inc. Sold out 0.00% −0.05
SYK Stryker Corp. Sold out 0.00% −0.05
BSX Boston Scientific Corp. Sold out 0.00% −0.05
NFLX Netflix Inc. Reduce -23.2% 0.05% −0.04
ORCL Oracle Corp. Reduce -2.3% 0.37% −0.04
JEPI JPMorgan Equity Premium Inco Reduce -5.7% 0.18% −0.03
COMT iShares Gsci Commodity Dynam Reduce -4.9% 0.06% −0.02
JEPQ JPM Nasdaq Equity Premium Reduce -15.3% 0.09% −0.01
LIN Linde PLC Reduce -0.1% 0.35% −0.01
NOW ServiceNow Inc. Reduce -7.3% 0.04% −0.01
EFA iShares MSCI Eafe ETF Reduce -4.8% 0.11% −0.01
EQIX Equinix Inc. Reduce -0.2% 0.29% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -7.4% 0.08% −0.00
VMC Vulcan Materials Co. Reduce -0.9% 0.33% −0.00
IWR iShares Russell Mid-Cap ETF Reduce -11.4% 0.04% −0.00
NVDA Nvidia Corp. Reduce -5.4% 0.78% −0.00
IVV iShares Core S&P 500 ETF Reduce -4.2% 0.29% +0.00
SPSM SS SPDR P S&P 600 Small Cap Reduce -3.0% 0.05% +0.00
SPMD SS SPDR P S&P 400 Midcap ETF Reduce -0.6% 0.08% +0.00
EEM iShares MSCI Emerging Market Reduce -0.4% 0.07% +0.01
AVGO Broadcom Inc. Reduce -8.4% 0.37% +0.01
IBB iShares Biotechnology ETF Reduce -2.1% 0.76% +0.01
GOOG Alphabet Inc. Class C Reduce -9.3% 0.39% +0.01
DE Deere & Co. Reduce -0.8% 0.49% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.5% 0.27% +0.01
COHR Coherent Corp. Reduce -13.0% 0.06% +0.02
VUG Vanguard Mrngstar GR ETF-Sui Reduce -2.5% 0.28% +0.02
XLI SS Industrial Select Sector Reduce -1.0% 0.45% +0.02
PNC PNC Financial Services Group Reduce -1.6% 0.36% +0.02
ANET Arista Networks Inc. Reduce -3.3% 0.22% +0.04
FLXS Flexsteel Inds Reduce -25.2% 0.39% +0.05
PWR Quanta Services Inc. Reduce -9.7% 0.63% +0.05
GOOGL Alphabet Inc. Class A Reduce -7.1% 1.33% +0.08
ADI Analog Devices Inc. Reduce -7.4% 1.45% +0.09
IWN iShares Russell 2000 Value E Reduce -1.1% 2.32% +0.13

Portfolio Buys Q1 2026 → Q2 2026

SBUX Starbucks Corp. Add +1099.9% 0.58% +0.54
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +4.0% 3.92% +0.47
AAPL Apple Inc. Add +4.1% 2.42% +0.20
LLY Eli Lilly & Co. Add +2.7% 0.92% +0.17
DON Wisdomtree US Midcap Dividen Add +5.9% 3.66% +0.17
VGIT Vanguard Intermediate-Term T Add +16.0% 2.44% +0.13
CAT Caterpillar Inc. Add +0.2% 0.40% +0.11
PANW Palo Alto Networks Inc. Add +2.2% 0.20% +0.10
PRF Invesco Rafi US 1000 ETF Add +0.6% 1.90% +0.09
DKS Dick's Sporting Goods Inc. Add +75.3% 0.19% +0.09
SNOW Snowflake Inc. New 0.09% +0.09
GEV GE Vernova Inc. New 0.08% +0.08
AMD Advanced Micro Devices New 0.08% +0.08
AMAT Applied Materials Inc. Add +3.5% 0.15% +0.07
AMZN Amazon.com Inc. Add +2.8% 0.84% +0.06
HOOD Robinhood Markets Inc. Class A New 0.06% +0.06
GD General Dynamics Corp. New 0.06% +0.06
FTNT Fortinet Inc. New 0.06% +0.06
QCOM Qualcomm Inc. New 0.06% +0.06
DXCM Dexcom Inc. New 0.06% +0.06
SUB iShares Short-Term National New 0.06% +0.06
NTAP Netapp Inc. New 0.05% +0.05
NYT New York Times Co. Class A New 0.05% +0.05
QQQ Invesco QQQ Trust Series 1 New 0.05% +0.05
ETN Eaton Corp. PLC New 0.05% +0.05
JPM JPMorgan Chase & Co. Add +2.2% 1.04% +0.05
MU Micron Technology Inc. New 0.05% +0.05
CVS CVS Health Corp. New 0.04% +0.04
SDY SS SPDR S&P Dividend ETF New 0.04% +0.04
TSM Taiwan Semiconductor-SP ADR New 0.04% +0.04
FTNJ FR New Jersey Muni Inc. ETF New 0.04% +0.04
URI United Rentals Inc. Add +6.1% 0.08% +0.03
GE General Electric Add +11.3% 0.11% +0.03
HD Home Depot Inc. Add +5.9% 0.57% +0.02
JMST JPM Ultra-Short Muni Income Add +21.6% 0.21% +0.02
TRLV Trulieve Cannabis Corp. New 0.02% +0.02
MDY State Street SPDR S&P Midcap Add +6.5% 0.17% +0.02
IDVO Amplify CWP Intl Enh DVD Inc. Add +37.0% 0.07% +0.02
DGX Quest Diagnostics Inc. Add +3.2% 0.62% +0.02
UNP Union Pacific Corp. Add +1.2% 0.38% +0.02
XLV SS Health Care Select Sector Add +2.4% 0.68% +0.01
AOA iShares Core 80/20 Aggressiv Add +4.6% 0.17% +0.01
V Visa Inc. Class A Add +7.9% 0.08% +0.01
KO The Coca-Cola Co. Add +3.6% 0.45% +0.01
BIL SS SPDR BB 1-3M T-Bill ETF Add +11.3% 0.30% +0.01
HIMU iShares High Yild Muni A ETF Add +17.3% 0.05% +0.01
UBER Uber Technologies Inc. Add +20.7% 0.05% +0.01
SPGI S&P Global Inc. Add +20.7% 0.05% +0.00
WM Waste Management Inc. Add +15.0% 0.06% +0.00
AEP American Electric Power Add +4.3% 0.31% +0.00

Options Activity Q1 2026 → Q2 2026

SPY SS SPDR S&P 500 ETF Trust-US put New 1,500 $1.1M
USO United States Oil Fund LP call Sold out 3,500 $445Kbefore exit
ACN Accenture PLC Class A call Sold out 1,100 $218Kbefore exit
ANET Arista Networks Inc. put New 1,000 $170K
USO United States Oil Fund LP put Sold out 500 $64Kbefore exit

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 156$490.2MVCIT, IEFA, IEMG, VOT, DON
Q1 2026 142$450.5MVCIT, IEFA, IEMG, PDBC, MLPB
Q4 2025 144$450.0MVCIT, IEFA, IEMG, VCSH, PDBC
Q3 2025 136$421.6MVCIT, IEFA, IEMG, VCSH, VOT
Q2 2025 131$399.5MVCIT, IEFA, IEMG, VCSH, VOT
Q1 2025 128$374.4MVCIT, IEFA, VCSH, IEMG, MLPB
Q4 2024 132$377.1MVCIT, IEFA, VCSH, MLPB, IEMG
Q3 2024 126$375.0MVCIT, IEFA, VCSH, IEMG, MLPB
Q2 2024 119$340.5MVCIT, IEFA, VCSH, IEMG, MLPB
Q1 2024 121$335.0MVCIT, IEFA, VCSH, MLPB, IEMG