Midland Wealth Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Midland Wealth Advisors, LLC reported 171 stock positions worth $1.8 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.5% of the portfolio, followed by Janus Henderson Aaa Clo ETF (JAAA, 9.7%) and iShares MBS ETF (MBB, 9.6%). Compared with Q1 2025, it opened 9 new positions, sold out of 17, added to 31 and reduced 113. The biggest buy was iShares S&P 500 Growth ETF (IVW, shares +1%) and the biggest sale Woodward (WWD, shares −60%).

Most Recent 13F
Q2 2026
Location
EFFINGHAM, IL
CIK
0001990058
Portfolio Value
$1.8B (Q2 2025)
SEC Filing
0001951757-25-001044 ↗ filed Aug 7, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.6B Q1 2024 Q2 2024: $1.7B Q2 2024 Q3 2024: $1.7B Q3 2024 Q4 2024: $1.7B Q4 2024 Q1 2025: $1.7B Q1 2025 Q2 2025: $1.8B $1.8B Q2 2025 Q3 2025: $1.9B Q3 2025 Q4 2025: $1.9B Q4 2025 Q1 2026: $1.9B Q1 2026 Q2 2026: $2.1B Q2 2026

Holdings 171 stocks · $1.8B
IVV iShares Core S&P 500 ETF 12.45% 362,926 $225.3M Add +2.3%
JAAA Janus Henderson Aaa Clo ETF 9.72% 3,467,496 $176.0M Add +3.0%
MBB iShares MBS ETF 9.64% 1,857,285 $174.4M Add +1.8%
IEFA iShares Core MSCI Eafe ETF 9.46% 2,051,244 $171.2M Add +0.2%
VGIT Vanguard Intermediate-Term T 8.29% 2,508,721 $150.0M Add +2.5%
IVW iShares S&P 500 Growth ETF 6.92% 1,137,915 $125.3M Add +0.6%
JQUA JPMorgan US Quality Factor 6.72% 2,026,359 $121.7M Add +2.7%
VTV Vanguard Mrngstr Val ETF-Aui 5.84% 597,797 $105.7M Add +3.2%
IJK iShares S&P Mid-Cap 400 Grow 4.42% 878,292 $79.9M Add +1.1%
IJJ iShares S&P Mid-Cap 400 Valu 4.09% 599,218 $74.1M Add +2.2%
EDV Vanguard Extended Dur Treas 3.59% 965,210 $65.0M Add +9.7%
IEMG iShares Core MSCI Emerging 3.19% 960,609 $57.7M Add +0.7%
SPSM SS SPDR P S&P 600 Small Cap 2.74% 1,162,250 $49.5M Add +3.9%
MSFT Microsoft Corp. 0.78% 28,211 $14.0M Reduce -10.3%
AAPL Apple Inc. 0.73% 64,417 $13.2M Add +20.8%
SHW The Sherwin-Williams Co. 0.45% 23,699 $8.1M Reduce -0.2%
UYLD Angel Oak Ultrashort Income 0.44% 155,244 $7.9M Add +10.6%
VOO Vanguard S&P 500 ETF 0.43% 13,695 $7.8M Reduce -0.1%
JPM JPMorgan Chase & Co. 0.37% 23,171 $6.7M Reduce -1.1%
MAGS Roundhill Magnificent Seven 0.36% 116,224 $6.4M Reduce -0.4%
VTI VG Morningstar TS MKT ETF-US 0.35% 20,597 $6.3M Add +1.4%
BRK.B Berkshire Hathaway Inc. Class B 0.31% 11,602 $5.6M Reduce -5.3%
IGM iShares Expanded Tech Sector 0.29% 47,071 $5.3M Reduce -0.4%
WWD Woodward Inc. 0.26% 19,485 $4.8M Reduce -59.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.23% 6,596 $4.1M Add +5.0%
ORCL Oracle Corp. 0.22% 18,057 $3.9M Reduce -4.4%
GOOGL Alphabet Inc. Class A 0.19% 19,289 $3.4M Reduce -11.0%
WMT Walmart Inc. 0.19% 34,536 $3.4M Add +7.6%
NVDA Nvidia Corp. 0.18% 20,562 $3.2M Reduce -0.5%
JPST JPMorgan Ultra-Short Income 0.18% 63,364 $3.2M Add +6.3%
MCD McDonald's Corp. 0.18% 10,970 $3.2M Reduce -13.9%
ABBV Abbvie Inc. 0.15% 14,187 $2.6M Reduce -0.8%
AMZN Amazon.com Inc. 0.14% 11,957 $2.6M Reduce -11.3%
PG The Procter & Gamble Co. 0.14% 16,006 $2.6M Reduce -5.9%
XOM Exxon Mobil Corp. 0.14% 22,909 $2.5M Add +4.5%
META Meta Platforms Inc. Class A 0.14% 3,315 $2.4M Reduce -10.1%
DON Wisdomtree US Midcap Dividen 0.13% 48,362 $2.4M Reduce -8.7%
IWF iShares Russell 1000 Growth 0.13% 5,708 $2.4M Reduce -41.1%
COST Costco Wholesale Corp. 0.13% 2,346 $2.3M Reduce -6.8%
LLY Eli Lilly & Co. 0.12% 2,852 $2.2M Reduce -4.1%
ABT Abbott Laboratories 0.12% 15,654 $2.1M Reduce -3.8%
JNJ Johnson & Johnson 0.12% 13,921 $2.1M Reduce -14.2%
BLK BlackRock Inc. 0.12% 1,998 $2.1M Reduce -10.7%
AVGO Broadcom Inc. 0.12% 7,598 $2.1M Reduce -6.6%
CVX Chevron Corp. 0.11% 14,247 $2.0M Add +4.1%
HD Home Depot Inc. 0.11% 5,416 $2.0M Reduce -3.5%
EFA iShares MSCI Eafe ETF 0.11% 21,396 $1.9M Reduce -1.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 6,425 $1.9M Reduce -1.7%
PEP Pepsico Inc. 0.10% 13,828 $1.8M Reduce -5.6%
QTEC First Trust Nasdq 100 Tech I 0.10% 8,344 $1.8M Reduce -0.4%
CSCO Cisco Systems Inc. 0.10% 24,879 $1.7M Reduce -6.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.09% 13,788 $1.7M Reduce -1.1%
QQQ Invesco QQQ Trust Series 1 0.09% 3,057 $1.7M Reduce -17.1%
RTX RTX Corp. 0.09% 11,500 $1.7M Reduce -3.9%
FNDX Schwab Fndmntl US LRG Co. ETF 0.09% 66,222 $1.6M Reduce -11.9%
IJR iShares Core S&P Small-Cap E 0.09% 14,070 $1.5M Reduce -5.8%
ACWX iShares MSCI Acwi Ex US ETF 0.08% 25,158 $1.5M Reduce -4.0%
VEA Vanguard Ftse Developed ETF 0.08% 26,743 $1.5M Reduce -3.2%
CAT Caterpillar Inc. 0.08% 3,905 $1.5M Reduce -6.4%
GOOG Alphabet Inc. Class C 0.08% 8,100 $1.4M Reduce -3.3%
VEU Vanguard Ftse All-World Ex-U 0.08% 21,159 $1.4M Reduce -4.8%
HON Honeywell International Inc. 0.07% 5,811 $1.4M Reduce -3.0%
IVE iShares S&P 500 Value ETF 0.07% 6,794 $1.3M Reduce -7.5%
PFG Principal Financial Group 0.07% 15,674 $1.2M Add +0.6%
PANW Palo Alto Networks Inc. 0.07% 6,057 $1.2M Reduce -6.5%
AMD Advanced Micro Devices 0.07% 8,632 $1.2M Reduce -7.7%
AXP American Express Co. 0.07% 3,839 $1.2M Add +1.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 9,816 $1.2M Reduce -4.8%
LOW Lowe's Cos Inc. 0.07% 5,435 $1.2M Reduce -37.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 23,516 $1.1M Reduce -11.9%
ICE Intercontinental Exchange Inc. 0.06% 6,007 $1.1M Reduce -2.0%
CEG Constellation Energy 0.06% 3,296 $1.1M Add +1.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 3,700 $1.0M Reduce -40.3%
V Visa Inc. Class A 0.06% 2,902 $1.0M Reduce -21.6%
IJH iShares Core S&P Midcap ETF 0.06% 16,302 $1.0M Reduce -13.1%
VYM Vanguard High DVD Yield ETF 0.05% 7,153 $954K Reduce -11.5%
ACN Accenture PLC Class A 0.05% 3,170 $947K Reduce -15.6%
IWR iShares Russell Mid-Cap ETF 0.05% 9,838 $905K Add +12.8%
HCA HCA Healthcare Inc. 0.05% 2,350 $900K Reduce -1.6%
ITW Illinois Tool Works 0.05% 3,578 $885K Reduce -4.4%
TXN Texas Instruments Inc. 0.05% 4,242 $881K Reduce -5.3%
PHM Pultegroup Inc. 0.05% 8,121 $856K No change
XLK SS Technology Select Sector 0.05% 3,364 $852K No change
MA Mastercard Inc. Class A 0.05% 1,455 $818K Reduce -7.4%
KO The Coca-Cola Co. 0.04% 11,516 $815K Reduce -4.2%
QCOM Qualcomm Inc. 0.04% 5,013 $798K Reduce -2.5%
IJT iShares S&P Small-Cap 600 GR 0.04% 5,857 $779K Reduce -7.2%
IWB iShares Russell 1000 ETF 0.04% 2,292 $778K Reduce -0.9%
VB Vanguard Most SM-Cap ETF-Usd 0.04% 3,255 $771K Reduce -2.3%
GE General Electric filed as GE AEROSPACE 0.04% 2,949 $759K Reduce -0.8%
EMR Emerson Electric Co. 0.04% 5,545 $739K Reduce -2.1%
CRM Salesforce Inc. 0.04% 2,703 $737K Reduce -9.1%
AMGN Amgen Inc. 0.04% 2,639 $737K Add +19.9%
T AT&T Inc. 0.04% 25,249 $731K Reduce -23.3%
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.04% 6,200 $686K No change
GD General Dynamics Corp. 0.04% 2,306 $673K Reduce -10.8%
TGT Target Corp. 0.04% 6,757 $667K Reduce -17.0%
DGRO iShares Core Dividend Growth 0.04% 10,409 $666K Reduce -19.4%
MCK McKesson Corp. 0.04% 888 $651K Add +7.9%
DFUS Dimensional US Eq MKT ETF 0.04% 9,676 $648K Reduce -0.5%
CL Colgate-Palmolive Co. 0.04% 7,113 $647K Reduce -3.0%
DLN Wisdomtree US Largecap Divid 0.03% 7,683 $631K Reduce -0.4%
IWM iShares Russell 2000 ETF 0.03% 2,904 $627K Reduce -43.0%
SO The Southern Co. 0.03% 6,748 $620K Reduce -11.0%
TSLA Tesla Inc. 0.03% 1,939 $616K New
ADI Analog Devices Inc. 0.03% 2,572 $612K Reduce -10.0%
MET Metlife Inc. 0.03% 7,542 $607K Reduce -9.1%
HSY The Hershey Co. 0.03% 3,600 $597K No change
DFUV Dimensional US Marketwide Va 0.03% 13,981 $591K Reduce -0.6%
UPS United Parcel Service Class B 0.03% 5,845 $590K Reduce -13.6%
COWZ Pacer US Cash Cows 100 ETF 0.03% 10,482 $578K Reduce -16.0%
MRK Merck & Co. Inc. 0.03% 7,245 $574K Reduce -5.6%
UNH Unitedhealth Group Inc. 0.03% 1,818 $567K Reduce -12.6%
PFE Pfizer Inc. 0.03% 22,803 $553K Reduce -13.2%
DHR Danaher Corp. 0.03% 2,686 $531K Reduce -9.9%
IWV iShares Russell 3000 ETF 0.03% 1,487 $522K No change
VZ Verizon Communications Inc. 0.03% 12,022 $520K Reduce -13.1%
TFC Truist Financial Corp. 0.03% 11,975 $515K Reduce -11.3%
BMY Bristol-Myers Squibb Co. 0.03% 10,953 $507K Reduce -16.4%
MDY State Street SPDR S&P Midcap 0.03% 881 $499K Reduce -15.0%
EXC Exelon Corp. 0.03% 11,358 $493K No change
ADBE Adobe Inc. 0.03% 1,261 $488K Reduce -17.9%
CMCSA Comcast Corp. Class A 0.03% 13,307 $475K Reduce -13.7%
DSI iShares ESG MSCI KLD 400 ETF 0.03% 3,973 $462K Reduce -13.3%
ESLT Elbit Systems Ltd. 0.02% 1,000 $450K No change
CVS CVS Health Corp. 0.02% 6,440 $444K Reduce -34.2%
NOW ServiceNow Inc. 0.02% 417 $429K Reduce -3.3%
IWP iShares Russell Mid-Cap Grow 0.02% 3,015 $418K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.02% 952 $417K Add +33.9%
UNP Union Pacific Corp. 0.02% 1,754 $404K Reduce -19.4%
GEV GE Vernova Inc. 0.02% 742 $393K No change
EOG EOG Resources Inc. 0.02% 3,279 $392K Reduce -6.9%
SCHD Schwab US DVD Equity ETF 0.02% 14,712 $390K Reduce -19.5%
CTAS Cintas Corp. 0.02% 1,728 $385K No change
NFLX Netflix Inc. 0.02% 286 $383K New
LIN Linde PLC 0.02% 811 $381K Reduce -1.7%
MDT Medtronic PLC 0.02% 4,170 $363K Reduce -22.6%
DUK Duke Energy Corp. 0.02% 3,031 $358K No change
ETN Eaton Corp. PLC 0.02% 995 $355K Add +4.8%
LMT Lockheed Martin Corp. 0.02% 752 $348K Add +3.0%
PM Philip Morris International 0.02% 1,888 $344K Reduce -9.1%
VGT Vanguard Info Tech ETF 0.02% 503 $334K New
NEE Nextera Energy Inc. 0.02% 4,784 $332K Reduce -4.9%
GBCI Glacier Bancorp Inc. 0.02% 7,648 $329K No change
EFG iShares MSCI Eafe Growth ETF 0.02% 2,920 $327K Reduce -6.0%
MMM 3M Co. 0.02% 2,116 $322K Reduce -2.2%
WM Waste Management Inc. 0.02% 1,380 $316K Reduce -5.2%
CSX CSX Corp. 0.02% 9,168 $299K No change
DFAT Dimensional US Target Value 0.02% 5,534 $299K Add +0.5%
FAST Fastenal Co. 0.02% 7,052 $296K Reduce -4.1%
XLY SS Consumer Disc Select Sect 0.02% 1,325 $288K No change
XLB SS Materials Select Sector 0.02% 3,248 $285K Reduce -31.3%
BSMU Invesco Bulletshares 2030 MB 0.01% 12,633 $272K No change
ADP Automatic Data Processing 0.01% 850 $262K Reduce -6.1%
COF Capital One Financial Corp. 0.01% 1,185 $252K New
MSBI Midland States Bancorp Inc. 0.01% 14,270 $247K New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.01% 2,964 $242K Reduce -36.0%
VIG Vanguard Dividend Apprec ETF 0.01% 1,156 $237K No change
MU Micron Technology Inc. 0.01% 1,915 $236K New
DTD Wisdomtree US Total Dividend 0.01% 2,935 $233K No change
CB Chubb Ltd. 0.01% 799 $231K Reduce -5.0%
DES Wisdomtree US Smallcap Divid 0.01% 7,247 $230K Reduce -39.5%
HAL Halliburton Co. 0.01% 10,971 $224K Reduce -7.7%
AMP Ameriprise Financial Inc. 0.01% 413 $220K Reduce -11.0%
ISRG Intuitive Surgical Inc. 0.01% 400 $217K Reduce -4.5%
TLT iShares 20+ Year Treasury BD 0.01% 2,389 $211K Reduce -90.2%
IBDT iShares Ibonds Dec 2028 ETF 0.01% 8,103 $206K New
VWO Vanguard Ftse Emerging Marke 0.01% 4,133 $204K Reduce -6.8%
MCHP Microchip Technology Inc. 0.01% 2,887 $203K New
GLW Corning Inc. 0.01% 3,823 $201K New
GAB Gabelli Equity Trust 0.01% 26,748 $156K No change

Portfolio Sells Q1 2025 → Q2 2025
WWD Woodward Inc. Reduce -59.8% 0.26% −0.26
TLT iShares 20+ Year Treasury BD Reduce -90.2% 0.01% −0.12
NOBL Proshares S&P 500 Dividend A Sold out 0.00% −0.09
BRK.B Berkshire Hathaway Inc. Class B Reduce -5.3% 0.31% −0.07
IWF iShares Russell 1000 Growth Reduce -41.1% 0.13% −0.07
MCD McDonald's Corp. Reduce -13.9% 0.18% −0.06
LOW Lowe's Cos Inc. Reduce -37.0% 0.07% −0.05
PFXF Vaneck Pref Sec X-Financials Sold out 0.00% −0.05
JNJ Johnson & Johnson Reduce -14.2% 0.12% −0.04
SHW The Sherwin-Williams Co. Reduce -0.2% 0.45% −0.04
BN Brookfield Corp. Sold out 0.00% −0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -40.3% 0.06% −0.04
UNH Unitedhealth Group Inc. Reduce -12.6% 0.03% −0.03
ABBV Abbvie Inc. Reduce -0.8% 0.15% −0.03
PG The Procter & Gamble Co. Reduce -5.9% 0.14% −0.03
PEP Pepsico Inc. Reduce -5.6% 0.10% −0.03
BSMR Invesco Bulletshares 2027 MB Sold out 0.00% −0.03
IWM iShares Russell 2000 ETF Reduce -43.0% 0.03% −0.03
LLY Eli Lilly & Co. Reduce -4.1% 0.12% −0.02
EW Edwards Lifesciences Corp. Sold out 0.00% −0.02
VTWO Vanguard Russell 2000 ETF Sold out 0.00% −0.02
DON Wisdomtree US Midcap Dividen Reduce -8.7% 0.13% −0.02
V Visa Inc. Class A Reduce -21.6% 0.06% −0.02
AEE Ameren Corporation Sold out 0.00% −0.02
BMY Bristol-Myers Squibb Co. Reduce -16.4% 0.03% −0.02
CAH Cardinal Health Inc. Sold out 0.00% −0.02
PFF iShares Preferred & Income S Sold out 0.00% −0.02
BSMS Invesco Bulletshares 2028 MB Sold out 0.00% −0.02
ACN Accenture PLC Class A Reduce -15.6% 0.05% −0.02
BSMQ Invesco Bulletshares 2026 MB Sold out 0.00% −0.02
FNDX Schwab Fndmntl US LRG Co. ETF Reduce -11.9% 0.09% −0.01
T AT&T Inc. Reduce -23.3% 0.04% −0.01
CVS CVS Health Corp. Reduce -34.2% 0.02% −0.01
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.01
COP Conocophillips Sold out 0.00% −0.01
IWN iShares Russell 2000 Value E Sold out 0.00% −0.01
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.01
TGT Target Corp. Reduce -17.0% 0.04% −0.01
PAYX Paychex Inc. Sold out 0.00% −0.01
COST Costco Wholesale Corp. Reduce -6.8% 0.13% −0.01
CMI Cummins Inc. Sold out 0.00% −0.01
HD Home Depot Inc. Reduce -3.5% 0.11% −0.01
UPS United Parcel Service Class B Reduce -13.6% 0.03% −0.01
DGRO iShares Core Dividend Growth Reduce -19.4% 0.04% −0.01
DES Wisdomtree US Smallcap Divid Reduce -39.5% 0.01% −0.01
ABT Abbott Laboratories Reduce -3.8% 0.12% −0.01
GOOGL Alphabet Inc. Class A Reduce -11.0% 0.19% −0.01
IVE iShares S&P 500 Value ETF Reduce -7.5% 0.07% −0.01
MRK Merck & Co. Inc. Reduce -5.6% 0.03% −0.01
BLK BlackRock Inc. Reduce -10.7% 0.12% −0.01

Portfolio Buys Q1 2025 → Q2 2025
IVW iShares S&P 500 Growth ETF Add +0.6% 6.92% +0.74
IVV iShares Core S&P 500 ETF Add +2.3% 12.45% +0.72
IEFA iShares Core MSCI Eafe ETF Add +0.2% 9.46% +0.35
JQUA JPMorgan US Quality Factor Add +2.7% 6.72% +0.16
IJK iShares S&P Mid-Cap 400 Grow Add +1.1% 4.42% +0.16
IEMG iShares Core MSCI Emerging Add +0.7% 3.19% +0.15
SPSM SS SPDR P S&P 600 Small Cap Add +3.9% 2.74% +0.05
TSLA Tesla Inc. New 0.03% +0.03
AAPL Apple Inc. Add +20.8% 0.73% +0.03
NFLX Netflix Inc. New 0.02% +0.02
WMT Walmart Inc. Add +7.6% 0.19% +0.02
CEG Constellation Energy Add +1.0% 0.06% +0.02
VGT Vanguard Info Tech ETF New 0.02% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +5.0% 0.23% +0.02
VTI VG Morningstar TS MKT ETF-US Add +1.4% 0.35% +0.02
UYLD Angel Oak Ultrashort Income Add +10.6% 0.44% +0.02
COF Capital One Financial Corp. New 0.01% +0.01
MSBI Midland States Bancorp Inc. New 0.01% +0.01
MU Micron Technology Inc. New 0.01% +0.01
IBDT iShares Ibonds Dec 2028 ETF New 0.01% +0.01
MCHP Microchip Technology Inc. New 0.01% +0.01
GLW Corning Inc. New 0.01% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +33.9% 0.02% +0.01
AXP American Express Co. Add +1.0% 0.07% +0.01
IWR iShares Russell Mid-Cap ETF Add +12.8% 0.05% +0.01
ETN Eaton Corp. PLC Add +4.8% 0.02% +0.00
MCK McKesson Corp. Add +7.9% 0.04% +0.00
AMGN Amgen Inc. Add +19.9% 0.04% +0.00
LMT Lockheed Martin Corp. Add +3.0% 0.02% 0.00
DFAT Dimensional US Target Value Add +0.5% 0.02% −0.00
JPST JPMorgan Ultra-Short Income Add +6.3% 0.18% −0.00
PFG Principal Financial Group Add +0.6% 0.07% −0.01
XOM Exxon Mobil Corp. Add +4.5% 0.14% −0.02
CVX Chevron Corp. Add +4.1% 0.11% −0.02
IJJ iShares S&P Mid-Cap 400 Valu Add +2.2% 4.09% −0.04
VTV Vanguard Mrngstr Val ETF-Aui Add +3.2% 5.84% −0.05
EDV Vanguard Extended Dur Treas Add +9.7% 3.59% −0.10
VGIT Vanguard Intermediate-Term T Add +2.5% 8.29% −0.27
JAAA Janus Henderson Aaa Clo ETF Add +3.0% 9.72% −0.33
MBB iShares MBS ETF Add +1.8% 9.64% −0.44

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 160$2.1BIVV, MBB, JAAA, IEFA, EDV
Q1 2026 160$1.9BIVV, MBB, JAAA, IEFA, EDV
Q4 2025 164$1.9BIVV, MBB, IEFA, JAAA, EDV
Q3 2025 168$1.9BIVV, MBB, IEFA, JAAA, EDV
Q2 2025 171$1.8BIVV, JAAA, MBB, IEFA, VGIT
Q1 2025 179$1.7BIVV, MBB, JAAA, IEFA, VGIT
Q4 2024 189$1.7BIVV, JAAA, VGIT, IEFA, MBB
Q3 2024 191$1.7BIVV, IEFA, VGIT, JAAA, MBB
Q2 2024 218$1.7BVGIT, IVV, MBB, IEFA, IVW
Q1 2024 195$1.6BVGIT, IVV, MBB, IEFA, JQUA