Meridian Financial Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), Meridian Financial Advisors, LLC reported 146 stock positions worth $208.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 5.3% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 5.1%) and Invesco QQQ Trust Series 1 (QQQ, 4.9%). Compared with Q1 2026, it opened 11 new positions, sold out of 6, added to 60 and reduced 49. The biggest buy was Invesco Nasdaq 100 ETF (QQQM, shares +8%) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −2%).

Most Recent 13F
Q2 2026
Location
HOLLISTON, MA
CIK
0002032629
Portfolio Value
$208.1M (Q2 2026)
SEC Filing
0002032629-26-000003 ↗ filed Jul 22, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $134.0M Q1 2024 Q2 2024: $138.0M Q2 2024 Q3 2024: $149.7M Q3 2024 Q4 2024: $144.8M Q4 2024 Q1 2025: $142.5M Q1 2025 Q2 2025: $154.5M Q2 2025 Q3 2025: $177.5M Q3 2025 Q4 2025: $183.6M Q4 2025 Q1 2026: $183.0M Q1 2026 Q2 2026: $208.1M $208.1M Q2 2026

Holdings 146 stocks · $208.1M
IVV iShares Core S&P 500 ETF 5.26% 14,620 $10.9M Reduce -2.4%
SCHD Schwab US DVD Equity ETF 5.12% 336,197 $10.7M Reduce -0.9%
QQQ Invesco QQQ Trust Series 1 4.93% 13,948 $10.3M Reduce -2.4%
JPST JPMorgan Ultra-Short Income 4.75% 195,332 $9.9M Reduce -2.5%
DGRO iShares Core Dividend Growth 4.51% 123,859 $9.4M Add +0.4%
IJR iShares Core S&P Small-Cap E 4.08% 57,316 $8.5M Reduce -2.4%
IJH iShares Core S&P Midcap ETF 3.70% 99,873 $7.7M Reduce -2.3%
SPYM Ste STR SPDR PT S&P 500 ETF 3.28% 77,729 $6.8M Add +4.7%
DGRW Wisdomtree U.S. Quality Divi 2.76% 60,080 $5.7M Add +6.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.45% 63,316 $5.1M Reduce -1.5%
QQQM Invesco Nasdaq 100 ETF 2.41% 16,554 $5.0M Add +8.0%
RSP Invesco S&P 500 Equal Weight 2.03% 19,831 $4.2M Reduce -2.0%
VB Vanguard Most SM-Cap ETF-Usd 1.93% 13,274 $4.0M Add +0.3%
SDY SS SPDR S&P Dividend ETF 1.92% 26,212 $4.0M Add +4.4%
SPSM SS SPDR P S&P 600 Small Cap 1.87% 67,352 $3.9M Add +1.6%
RWL Invesco S&P 500 Revenue ETF 1.82% 29,725 $3.8M Add +24.9%
VCSH Vanguard S/T Corp. Bond ETF 1.35% 35,521 $2.8M Add +3.5%
MSFT Microsoft Corp. 1.23% 6,838 $2.6M Add +2.5%
SPHQ Invesco S&P 500 Quality ETF 1.19% 27,589 $2.5M Reduce -2.3%
VOT Vngrd Mrngstr MC GRW ETF-Usd 1.19% 8,059 $2.5M Reduce -3.3%
SPYG SS SPDR P S&P 500 Growth ETF 1.16% 20,339 $2.4M Reduce -1.3%
VIG Vanguard Dividend Apprec ETF 1.14% 10,018 $2.4M Reduce -1.2%
LVHI Franklin International Low V 1.08% 55,485 $2.3M Add +26.6%
SPMD SS SPDR P S&P 400 Midcap ETF 1.04% 32,034 $2.2M Add +1.6%
RIGS Alps Strategic Income Fund 0.99% 90,591 $2.1M Reduce -1.8%
AAPL Apple Inc. 0.94% 6,792 $2.0M Reduce -2.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.94% 2,611 $1.9M Add +0.3%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.91% 5,182 $1.9M Reduce -0.9%
SPSB SS SPDR P St C Corp. ETF 0.91% 62,842 $1.9M Add +3.9%
MRK Merck & Co. Inc. 0.90% 14,634 $1.9M No change
MDY State Street SPDR S&P Midcap 0.89% 2,622 $1.8M Reduce -0.9%
SCHF Schwab Intl Equity ETF 0.86% 64,523 $1.8M Add +5.6%
ICLO Invesco Aaa Clo F/R Note ETF 0.75% 61,209 $1.6M Add +7.2%
SLYV SS SPDR S&P 600 SC Val ETF 0.74% 14,171 $1.5M No change
CSCO Cisco Systems Inc. 0.73% 12,892 $1.5M Add +3.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.70% 5,969 $1.5M Reduce -0.3%
VOO Vanguard S&P 500 ETF 0.66% 1,994 $1.4M Add +1.7%
JEPI JPMorgan Equity Premium Inco 0.60% 21,988 $1.2M Add +5.3%
IEMG iShares Core MSCI Emerging 0.60% 14,959 $1.2M Add +17.2%
IUSG iShares Core S&P U.S. Growth 0.59% 6,531 $1.2M Reduce -5.4%
SPMO Invesco S&P 500 Momentum ETF 0.55% 7,049 $1.1M Add +69.5%
AMZN Amazon.com Inc. 0.53% 4,631 $1.1M Reduce -3.8%
SPLV Invesco S&P 500 Low Volatili 0.53% 14,677 $1.1M Reduce -0.7%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.50% 23,076 $1.0M Reduce -3.1%
DON Wisdomtree US Midcap Dividen 0.50% 18,511 $1.0M Add +0.0%
IDMO Invesco S&P International DE 0.50% 17,312 $1.0M Add +63.4%
SPIB SS SPDR P Int C Corp. ETF 0.50% 30,814 $1.0M Add +12.0%
VCIT Vanguard Int-Term Corporate 0.49% 12,301 $1.0M Reduce -0.0%
XLK SS Technology Select Sector 0.48% 5,281 $1.0M Add +7.1%
VYMI Vanguard Int High DVD YLD Inc. 0.47% 9,985 $981K Add +7.0%
JPM JPMorgan Chase & Co. 0.46% 2,912 $953K Add +1.8%
IJJ iShares S&P Mid-Cap 400 Valu 0.44% 6,152 $909K Reduce -2.4%
FBCG Fidelity Blue Chip Grow ETF 0.42% 14,178 $881K Reduce -9.7%
IDHQ Invesco S&P International DE 0.41% 19,643 $859K Add +9.6%
GOOG Alphabet Inc. Class C 0.41% 2,405 $850K Add +4.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.40% 9,624 $829K Reduce -1.2%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.39% 4,130 $816K Reduce -2.3%
XMMO Invesco S&P Midcap Momentum 0.38% 4,610 $784K Add +19.0%
GOOGL Alphabet Inc. Class A 0.37% 2,151 $769K No change
NOBL Proshares S&P 500 Dividend A 0.36% 13,445 $755K No change
FALN iShares Fallen Angels ETF 0.36% 27,455 $748K Add +13.2%
CRWD CrowdStrike Holdings Inc. Class A 0.36% 978 $746K No change
SYLD Cambria Shareholder Yield Et 0.36% 9,386 $742K Reduce -6.0%
IJT iShares S&P Small-Cap 600 GR 0.33% 3,877 $692K Reduce -3.0%
XMHQ Invesco S&P Midcap Qual ETF 0.32% 5,898 $666K Reduce -1.5%
VYM Vanguard High DVD Yield ETF 0.31% 4,032 $637K Reduce -7.8%
SUSA iShares ESG Optimized MSCI U 0.29% 3,975 $613K Reduce -7.6%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.29% 11,900 $607K Add +34.9%
IGIB iShares 5-10Y Inv Grade Corp. 0.29% 11,174 $594K Add +13.9%
XLV SS Health Care Select Sector 0.28% 3,658 $580K Reduce -1.7%
DIVI Franklin International Core 0.28% 13,540 $578K Add +0.9%
WM Waste Management Inc. 0.28% 2,571 $573K No change
IEFA iShares Core MSCI Eafe ETF 0.27% 5,868 $567K Add +21.7%
JNJ Johnson & Johnson 0.27% 2,215 $563K No change
DIVB iShares Core Dividend ETF 0.26% 8,631 $532K Add +17.1%
EFA iShares MSCI Eafe ETF 0.25% 5,013 $521K Add +2.4%
IJK iShares S&P Mid-Cap 400 Grow 0.25% 4,423 $520K Reduce -1.4%
MDYV SS SPDR S&P 400 MC Val ETF 0.25% 5,463 $518K No change
SPDG SS SPDR P S&P Sec N D ETF 0.24% 10,990 $509K Reduce -3.9%
XLF SS Financial Select Sector 0.24% 9,418 $505K Reduce -2.1%
RTX RTX Corp. 0.24% 2,599 $493K Add +2.0%
CVS CVS Health Corp. 0.23% 4,594 $475K Add +13.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.23% 1,688 $475K Add +0.5%
LMT Lockheed Martin Corp. 0.23% 928 $473K No change
FPXI First Trust International Eq 0.22% 5,463 $457K Reduce -23.7%
SCHM Schwab US Mid Cap ETF 0.22% 12,335 $455K Reduce -7.8%
XLI SS Industrial Select Sector 0.21% 2,336 $433K Add +1.2%
SCHG Schwab US Large-Cap Growth 0.20% 12,563 $425K Add +1.6%
RWJ Invesco S&P Smallcap 600 0.20% 7,105 $423K Add +29.1%
IMFL Invesco Int DVLP DYN Multi 0.20% 12,100 $416K Add +1.7%
VIGI Vanguard Int Div App Indx FD 0.20% 4,399 $411K Reduce -0.1%
SO The Southern Co. 0.19% 4,227 $405K No change
SLYG SS SPDR S&P 600 SC GR ETF 0.19% 3,386 $403K Reduce -8.1%
GTO Invesco Total Return Bond Et 0.19% 8,582 $402K Add +31.2%
SJNK SS SPDR BB St Hi Yield ETF 0.19% 15,799 $395K Reduce -2.7%
XLB SS Materials Select Sector 0.19% 7,679 $390K Reduce -3.4%
BRK.B Berkshire Hathaway Inc. Class B 0.19% 775 $388K Add +2.1%
SPDW Ste STR SPDR PT DW Eu ETF 0.18% 7,614 $384K Add +0.5%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.18% 1,100 $378K Reduce -8.3%
JMUB JPMorgan Municipal ETF 0.18% 7,392 $374K Add +7.3%
SYK Stryker Corp. 0.18% 1,183 $373K Add +18.8%
DSTL Distillate US Fundamental St 0.17% 6,000 $359K No change
RDDT Reddit Inc. Class A 0.17% 2,059 $357K No change
MCD McDonald's Corp. 0.17% 1,315 $356K No change
AVGO Broadcom Inc. 0.16% 893 $337K Reduce -1.1%
HFSI Hartfor Strateg Income ETF-U 0.16% 9,466 $333K Reduce -4.9%
USB US Bancorp 0.16% 5,482 $331K Add +0.2%
ANGL Vaneck Fallen Angel High YLD 0.16% 11,246 $329K Add +0.6%
CVX Chevron Corp. 0.16% 1,960 $325K Add +5.4%
D Dominion Energy Inc. 0.16% 4,735 $323K Add +0.8%
VEA Vanguard Ftse Developed ETF 0.15% 4,528 $323K Add +0.1%
PPA Invesco Aerospace & Defense 0.15% 1,800 $318K No change
OMFL Invesco Russell 1000 DYN M/F 0.15% 4,519 $310K New
CIBR First Trust Nasdaq Cybersecu 0.15% 3,443 $309K New
SCZ iShares MSCI Eafe Small-Cap 0.15% 3,675 $302K Reduce -7.5%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.14% 575 $300K No change
AEP American Electric Power 0.14% 2,189 $299K Add +0.2%
XLE SS Energy Select Sector 0.14% 5,624 $299K Add +0.0%
MS Morgan Stanley 0.14% 1,423 $297K No change
BAC Bank of America Corp. 0.14% 5,151 $293K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.14% 5,789 $293K Add +22.9%
XMLV Invesco S&P Midcap Low Volat 0.14% 4,411 $293K No change
BALL Ball Corp. 0.14% 4,560 $285K No change
ABBV Abbvie Inc. 0.14% 1,122 $282K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.13% 4,478 $275K Add +1.1%
KO The Coca-Cola Co. 0.13% 3,365 $273K Add +4.7%
V Visa Inc. Class A 0.13% 788 $270K Reduce -3.1%
XAR SS SPDR S&P Aerospace Def 0.13% 950 $270K No change
NEE Nextera Energy Inc. 0.13% 3,044 $267K No change
PG The Procter & Gamble Co. 0.13% 1,805 $265K Add +5.9%
NVDA Nvidia Corp. 0.12% 1,249 $250K No change
BLOK Amplify Blockchain Tech ETF 0.12% 3,960 $248K New
AGGY Wisdomtree Yield Enhanced US 0.12% 5,693 $248K Reduce -3.3%
WCBR Wisdomtree Cybersecurity FND 0.12% 6,670 $242K New
DUK Duke Energy Corp. 0.12% 1,908 $242K No change
SCHY Schwab International DVD ETF 0.11% 7,170 $228K New
IWF iShares Russell 1000 Growth 0.11% 1,832 $227K New
CB Chubb Ltd. 0.11% 661 $225K No change
XLC SS Comm Select Sector SPDR 0.11% 2,100 $225K No change
TRV The Travelers Cos Inc. 0.10% 662 $219K New
IJS iShares S&P Small-Cap 600 Va 0.10% 1,576 $215K New
IQLT iShares MSCI International Q 0.10% 4,288 $212K New
JMHI JPMorgan High Yield Municpl 0.10% 4,147 $210K New
REGL Prshrs S&P Mid 400 DVD Arist 0.10% 2,263 $207K Reduce -4.1%
ORCL Oracle Corp. 0.10% 1,383 $203K Reduce -3.5%
IEV iShares Europe ETF 0.10% 2,769 $202K New

Portfolio Sells Q1 2026 → Q2 2026
JPST JPMorgan Ultra-Short Income Reduce -2.5% 4.75% −0.79
SCHD Schwab US DVD Equity ETF Reduce -0.9% 5.12% −0.57
RIGS Alps Strategic Income Fund Reduce -1.8% 0.99% −0.16
VZ Verizon Communications Inc. Sold out 0.00% −0.15
XOM Exxon Mobil Corp. Sold out 0.00% −0.13
UTHR United Therapeutics Corp. Sold out 0.00% −0.13
EFAV iShares MSCI Eafe Min Vol Fa Sold out 0.00% −0.13
AVY Avery Dennison Corp. Sold out 0.00% −0.12
BSJQ Invesco Bulletshares 2026 HY Sold out 0.00% −0.11
RSP Invesco S&P 500 Equal Weight Reduce -2.0% 2.03% −0.10
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -3.1% 0.50% −0.09
IVV iShares Core S&P 500 ETF Reduce -2.4% 5.26% −0.09
IJH iShares Core S&P Midcap ETF Reduce -2.3% 3.70% −0.07
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.5% 2.45% −0.07
VCIT Vanguard Int-Term Corporate Reduce -0.0% 0.49% −0.07
SPLV Invesco S&P 500 Low Volatili Reduce -0.7% 0.53% −0.06
SYLD Cambria Shareholder Yield Et Reduce -6.0% 0.36% −0.05
VIG Vanguard Dividend Apprec ETF Reduce -1.2% 1.14% −0.05
VYM Vanguard High DVD Yield ETF Reduce -7.8% 0.31% −0.05
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -2.3% 0.39% −0.03
SJNK SS SPDR BB St Hi Yield ETF Reduce -2.7% 0.19% −0.03
XLB SS Materials Select Sector Reduce -3.4% 0.19% −0.03
HFSI Hartfor Strateg Income ETF-U Reduce -4.9% 0.16% −0.03
SCZ iShares MSCI Eafe Small-Cap Reduce -7.5% 0.15% −0.03
FPXI First Trust International Eq Reduce -23.7% 0.22% −0.02
AGGY Wisdomtree Yield Enhanced US Reduce -3.3% 0.12% −0.02
IJJ iShares S&P Mid-Cap 400 Valu Reduce -2.4% 0.44% −0.02
XLV SS Health Care Select Sector Reduce -1.7% 0.28% −0.02
AAPL Apple Inc. Reduce -2.1% 0.94% −0.02
XMHQ Invesco S&P Midcap Qual ETF Reduce -1.5% 0.32% −0.02
ORCL Oracle Corp. Reduce -3.5% 0.10% −0.02
AMZN Amazon.com Inc. Reduce -3.8% 0.53% −0.02
XLF SS Financial Select Sector Reduce -2.1% 0.24% −0.02
SPDG SS SPDR P S&P Sec N D ETF Reduce -3.9% 0.24% −0.02
SUSA iShares ESG Optimized MSCI U Reduce -7.6% 0.29% −0.02
VIGI Vanguard Int Div App Indx FD Reduce -0.1% 0.20% −0.02
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.3% 0.70% −0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -8.3% 0.18% −0.01
REGL Prshrs S&P Mid 400 DVD Arist Reduce -4.1% 0.10% −0.01
SCHM Schwab US Mid Cap ETF Reduce -7.8% 0.22% −0.01
FBCG Fidelity Blue Chip Grow ETF Reduce -9.7% 0.42% −0.01
MDY State Street SPDR S&P Midcap Reduce -0.9% 0.89% −0.01
V Visa Inc. Class A Reduce -3.1% 0.13% −0.00
SLYG SS SPDR S&P 600 SC GR ETF Reduce -8.1% 0.19% −0.00
IJK iShares S&P Mid-Cap 400 Grow Reduce -1.4% 0.25% +0.00
IUSG iShares Core S&P U.S. Growth Reduce -5.4% 0.59% +0.00
AVGO Broadcom Inc. Reduce -1.1% 0.16% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.2% 0.40% +0.01
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -3.3% 1.19% +0.01
IJT iShares S&P Small-Cap 600 GR Reduce -3.0% 0.33% +0.02

Portfolio Buys Q1 2026 → Q2 2026
QQQM Invesco Nasdaq 100 ETF Add +8.0% 2.41% +0.42
RWL Invesco S&P 500 Revenue ETF Add +24.9% 1.82% +0.33
SPMO Invesco S&P 500 Momentum ETF Add +69.5% 0.55% +0.29
CSCO Cisco Systems Inc. Add +3.5% 0.73% +0.20
IDMO Invesco S&P International DE Add +63.4% 0.50% +0.18
SPYM Ste STR SPDR PT S&P 500 ETF Add +4.7% 3.28% +0.18
OMFL Invesco Russell 1000 DYN M/F New 0.15% +0.15
CIBR First Trust Nasdaq Cybersecu New 0.15% +0.15
XLK SS Technology Select Sector Add +7.1% 0.48% +0.13
BLOK Amplify Blockchain Tech ETF New 0.12% +0.12
WCBR Wisdomtree Cybersecurity FND New 0.12% +0.12
SPSM SS SPDR P S&P 600 Small Cap Add +1.6% 1.87% +0.12
LVHI Franklin International Low V Add +26.6% 1.08% +0.11
IWF iShares Russell 1000 Growth New 0.11% +0.11
SCHY Schwab International DVD ETF New 0.11% +0.11
IEMG iShares Core MSCI Emerging Add +17.2% 0.60% +0.11
TRV The Travelers Cos Inc. New 0.10% +0.10
IJS iShares S&P Small-Cap 600 Va New 0.10% +0.10
IQLT iShares MSCI International Q New 0.10% +0.10
JMHI JPMorgan High Yield Municpl New 0.10% +0.10
IEV iShares Europe ETF New 0.10% +0.10
CVS CVS Health Corp. Add +13.9% 0.23% +0.07
XMMO Invesco S&P Midcap Momentum Add +19.0% 0.38% +0.07
IDHQ Invesco S&P International DE Add +9.6% 0.41% +0.07
DGRW Wisdomtree U.S. Quality Divi Add +6.8% 2.76% +0.06
RWJ Invesco S&P Smallcap 600 Add +29.1% 0.20% +0.05
GOOG Alphabet Inc. Class C Add +4.3% 0.41% +0.05
JMST JPM Ultra-Short Muni Income Add +34.9% 0.29% +0.05
VB Vanguard Most SM-Cap ETF-Usd Add +0.3% 1.93% +0.04
DIVB iShares Core Dividend ETF Add +17.1% 0.26% +0.04
IEFA iShares Core MSCI Eafe ETF Add +21.7% 0.27% +0.03
SCHF Schwab Intl Equity ETF Add +5.6% 0.86% +0.03
GTO Invesco Total Return Bond Et Add +31.2% 0.19% +0.03
SPMD SS SPDR P S&P 400 Midcap ETF Add +1.6% 1.04% +0.02
VOO Vanguard S&P 500 ETF Add +1.7% 0.66% +0.02
VTEB Vanguard Tax-Exempt Bond ETF Add +22.9% 0.14% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.3% 0.94% +0.01
SCHG Schwab US Large-Cap Growth Add +1.6% 0.20% +0.01
IBM Intl Business Machines Corp. Add +0.5% 0.23% +0.01
FALN iShares Fallen Angels ETF Add +13.2% 0.36% +0.01
XLI SS Industrial Select Sector Add +1.2% 0.21% +0.00
USB US Bancorp Add +0.2% 0.16% +0.00
IGIB iShares 5-10Y Inv Grade Corp. Add +13.9% 0.29% +0.00
SYK Stryker Corp. Add +18.8% 0.18% +0.00
JEPQ JPM Nasdaq Equity Premium Add +1.1% 0.13% −0.00
KO The Coca-Cola Co. Add +4.7% 0.13% −0.00
JPM JPMorgan Chase & Co. Add +1.8% 0.46% −0.00
D Dominion Energy Inc. Add +0.8% 0.16% −0.00
VEA Vanguard Ftse Developed ETF Add +0.1% 0.15% −0.00
SPDW Ste STR SPDR PT DW Eu ETF Add +0.5% 0.18% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 146$208.1MIVV, SCHD, QQQ, JPST, DGRO
Q1 2026 141$183.0MSCHD, JPST, IVV, DGRO, QQQ
Q4 2025 141$183.6MJPST, IVV, SCHD, QQQ, DGRO
Q3 2025 140$177.5MJPST, IVV, SCHD, QQQ, DGRO
Q2 2025 127$154.5MJPST, SCHD, IVV, DGRO, IJR
Q1 2025 121$142.5MSCHD, JPST, IVV, IJR, DGRO
Q4 2024 119$144.8MSCHD, JPST, IVV, IJR, IJH
Q3 2024 126$149.7MSCHD, JPST, IVV, IJR, IJH
Q2 2024 120$138.0MJPST, SCHD, IVV, IJR, IJH
Q1 2024 121$134.0MSCHD, JPST, IVV, IJR, IJH