Midland Wealth Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), Midland Wealth Advisors, LLC reported 168 stock positions worth $1.9 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.8% of the portfolio, followed by iShares MBS ETF (MBB, 13.5%) and iShares Core MSCI Eafe ETF (IEFA, 9.5%). Compared with Q2 2025, it opened 10 new positions, sold out of 13, added to 31 and reduced 110. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +29%) and the biggest sale Vanguard Intermediate-Term T (VGIT, shares −79%).

Most Recent 13F
Q2 2026
Location
EFFINGHAM, IL
CIK
0001990058
Portfolio Value
$1.9B (Q3 2025)
SEC Filing
0001951757-25-001353 ↗ filed Nov 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 Q2 2025 Q3 2025: $1.9B $1.9B Q3 2025 Q4 2025: $1.9B Q4 2025 Q1 2026: $1.9B Q1 2026 Q2 2026: $2.1B Q2 2026

Holdings 168 stocks · $1.9B
IVV iShares Core S&P 500 ETF 16.79% 469,011 $313.9M Add +29.2%
MBB iShares MBS ETF 13.51% 2,654,483 $252.6M Add +42.9%
IEFA iShares Core MSCI Eafe ETF 9.55% 2,043,505 $178.4M Reduce -0.4%
JAAA Janus Henderson Aaa Clo ETF 9.14% 3,364,617 $170.9M Reduce -3.0%
EDV Vanguard Extended Dur Treas 4.94% 1,347,603 $92.2M Add +39.6%
JQUA JPMorgan US Quality Factor 4.83% 1,436,020 $90.3M Reduce -29.1%
IVW iShares S&P 500 Growth ETF 4.39% 680,238 $82.1M Reduce -40.2%
VTV Vanguard Mrngstr Val ETF-Aui 3.81% 382,277 $71.3M Reduce -36.0%
KOMP SS SPDR S&P Kensho Ne Comp 3.36% 1,009,251 $62.8M New
IEMG iShares Core MSCI Emerging 3.20% 907,741 $59.8M Reduce -5.5%
IJK iShares S&P Mid-Cap 400 Grow 2.51% 489,566 $46.9M Reduce -44.3%
MGNR Amer Beac GLG NTRL Rsrcs ETF filed as AMERICAN BEACON SELECT FUNDS 2.47% 1,142,982 $46.2M New
SPSM SS SPDR P S&P 600 Small Cap 2.40% 967,737 $44.8M Reduce -16.7%
IJJ iShares S&P Mid-Cap 400 Valu 2.33% 335,729 $43.6M Reduce -44.0%
IJH iShares Core S&P Midcap ETF 2.06% 590,901 $38.6M Add +3524.7%
VGIT Vanguard Intermediate-Term T 1.69% 526,079 $31.6M Reduce -79.0%
AAPL Apple Inc. 0.86% 62,869 $16.0M Reduce -2.4%
MSFT Microsoft Corp. 0.76% 27,469 $14.2M Reduce -2.6%
UYLD Angel Oak Ultrashort Income 0.52% 189,103 $9.7M Add +21.8%
MAGS Roundhill Magnificent Seven 0.49% 140,931 $9.1M Add +21.3%
VOO Vanguard S&P 500 ETF 0.45% 13,706 $8.4M Add +0.1%
SHW The Sherwin-Williams Co. 0.44% 23,576 $8.2M Reduce -0.5%
JPM JPMorgan Chase & Co. 0.37% 21,783 $6.9M Reduce -6.0%
IGM iShares Expanded Tech Sector 0.36% 53,174 $6.7M Add +13.0%
VTI VG Morningstar TS MKT ETF-US 0.36% 20,385 $6.7M Reduce -1.0%
BRK.B Berkshire Hathaway Inc. Class B 0.31% 11,426 $5.7M Reduce -1.5%
XOM Exxon Mobil Corp. 0.27% 44,675 $5.0M Add +95.0%
WWD Woodward Inc. 0.24% 17,818 $4.5M Reduce -8.6%
ORCL Oracle Corp. 0.24% 15,835 $4.5M Reduce -12.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.24% 6,641 $4.4M Add +0.7%
JPST JPMorgan Ultra-Short Income 0.23% 83,273 $4.2M Add +31.4%
GOOGL Alphabet Inc. Class A 0.22% 16,680 $4.1M Reduce -13.5%
NVDA Nvidia Corp. 0.20% 19,534 $3.6M Reduce -5.0%
ABBV Abbvie Inc. 0.19% 15,196 $3.5M Add +7.1%
WMT Walmart Inc. 0.18% 31,863 $3.3M Reduce -7.7%
MCD McDonald's Corp. 0.16% 10,097 $3.1M Reduce -8.0%
JNJ Johnson & Johnson 0.12% 12,479 $2.3M Reduce -10.4%
HD Home Depot Inc. 0.12% 5,522 $2.2M Add +2.0%
IWF iShares Russell 1000 Growth 0.12% 4,742 $2.2M Reduce -16.9%
PG The Procter & Gamble Co. 0.12% 14,041 $2.2M Reduce -12.3%
QTEC First Trust Nasdq 100 Tech I 0.11% 9,266 $2.1M Add +11.1%
BLK BlackRock Inc. 0.11% 1,806 $2.1M Reduce -9.6%
META Meta Platforms Inc. Class A 0.11% 2,867 $2.1M Reduce -13.5%
CVX Chevron Corp. 0.11% 13,320 $2.1M Reduce -6.5%
DON Wisdomtree US Midcap Dividen 0.11% 39,447 $2.1M Reduce -18.4%
ABT Abbott Laboratories 0.11% 15,401 $2.1M Reduce -1.6%
GOOG Alphabet Inc. Class C 0.11% 8,158 $2.0M Add +0.7%
EFA iShares MSCI Eafe ETF 0.11% 21,035 $2.0M Reduce -1.7%
COST Costco Wholesale Corp. 0.10% 2,116 $2.0M Reduce -9.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 6,939 $2.0M Add +8.0%
AVGO Broadcom Inc. 0.10% 5,644 $1.9M Reduce -25.7%
QQQ Invesco QQQ Trust Series 1 0.10% 3,036 $1.8M Reduce -0.7%
CAT Caterpillar Inc. 0.09% 3,672 $1.8M Reduce -6.0%
FNDX Schwab Fndmntl US LRG Co. ETF 0.09% 66,619 $1.8M Add +0.6%
RTX RTX Corp. 0.09% 10,257 $1.7M Reduce -10.8%
LLY Eli Lilly & Co. 0.09% 2,208 $1.7M Reduce -22.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.09% 11,654 $1.7M Reduce -15.5%
PEP Pepsico Inc. 0.09% 11,651 $1.6M Reduce -15.7%
VEA Vanguard Ftse Developed ETF 0.09% 27,039 $1.6M Add +1.1%
IJR iShares Core S&P Small-Cap E 0.09% 13,622 $1.6M Reduce -3.2%
ACWX iShares MSCI Acwi Ex US ETF 0.09% 24,561 $1.6M Reduce -2.4%
CSCO Cisco Systems Inc. 0.08% 22,706 $1.6M Reduce -8.7%
WEC WEC Energy Group Inc. 0.08% 13,434 $1.5M New
VEU Vanguard Ftse All-World Ex-U 0.08% 21,402 $1.5M Add +1.1%
VYM Vanguard High DVD Yield ETF 0.07% 9,574 $1.3M Add +33.9%
IVE iShares S&P 500 Value ETF 0.07% 6,406 $1.3M Reduce -5.7%
PFG Principal Financial Group 0.07% 15,674 $1.3M No change
LOW Lowe's Cos Inc. 0.06% 4,762 $1.2M Reduce -12.4%
AXP American Express Co. 0.06% 3,552 $1.2M Reduce -7.5%
AMD Advanced Micro Devices 0.06% 6,932 $1.1M Reduce -19.7%
PHM Pultegroup Inc. 0.06% 8,121 $1.1M No change
HON Honeywell International Inc. 0.06% 5,017 $1.1M Reduce -13.7%
CEG Constellation Energy 0.06% 3,171 $1.0M Reduce -3.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 3,544 $1.0M Reduce -4.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 19,773 $1.0M Reduce -15.9%
PANW Palo Alto Networks Inc. 0.05% 4,958 $1.0M Reduce -18.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 8,699 $996K Reduce -11.4%
V Visa Inc. Class A 0.05% 2,892 $987K Reduce -0.3%
XLK SS Technology Select Sector 0.05% 3,364 $948K No change
ALE Allete Inc. 0.05% 14,083 $935K New
IWR iShares Russell Mid-Cap ETF 0.05% 9,631 $930K Reduce -2.1%
HCA HCA Healthcare Inc. 0.05% 2,098 $894K Reduce -10.7%
GE General Electric filed as GE AEROSPACE 0.05% 2,949 $887K No change
ICE Intercontinental Exchange Inc. 0.05% 5,196 $875K Reduce -13.5%
TSLA Tesla Inc. 0.05% 1,948 $866K Add +0.5%
VB Vanguard Most SM-Cap ETF-Usd 0.04% 3,240 $824K Reduce -0.5%
MA Mastercard Inc. Class A 0.04% 1,443 $821K Reduce -0.8%
ITW Illinois Tool Works 0.04% 3,053 $796K Reduce -14.7%
QCOM Qualcomm Inc. 0.04% 4,520 $752K Reduce -9.8%
TXN Texas Instruments Inc. 0.04% 4,063 $746K Reduce -4.2%
KO The Coca-Cola Co. 0.04% 11,166 $741K Reduce -3.0%
EMR Emerson Electric Co. 0.04% 5,395 $708K Reduce -2.7%
UNH Unitedhealth Group Inc. 0.04% 2,049 $708K Add +12.7%
DFUS Dimensional US Eq MKT ETF 0.04% 9,697 $702K Add +0.2%
IJT iShares S&P Small-Cap 600 GR 0.04% 4,864 $688K Reduce -16.9%
T AT&T Inc. 0.04% 24,101 $681K Reduce -4.5%
HSY The Hershey Co. 0.04% 3,600 $673K No change
MCK McKesson Corp. 0.04% 862 $666K Reduce -2.9%
DFUV Dimensional US Marketwide Va 0.03% 13,843 $619K Reduce -1.0%
DLN Wisdomtree US Largecap Divid 0.03% 7,008 $610K Reduce -8.8%
GD General Dynamics Corp. 0.03% 1,787 $609K Reduce -22.5%
COWZ Pacer US Cash Cows 100 ETF 0.03% 10,234 $588K Reduce -2.4%
IWB iShares Russell 1000 ETF 0.03% 1,608 $588K Reduce -29.8%
SO The Southern Co. 0.03% 6,073 $576K Reduce -10.0%
MET Metlife Inc. 0.03% 6,956 $573K Reduce -7.8%
AMGN Amgen Inc. 0.03% 2,026 $572K Reduce -23.2%
IWV iShares Russell 3000 ETF 0.03% 1,487 $563K No change
CL Colgate-Palmolive Co. 0.03% 7,033 $562K Reduce -1.1%
IWM iShares Russell 2000 ETF 0.03% 2,294 $555K Reduce -21.0%
GVI iShares Intermediate Governm 0.03% 4,990 $536K New
ADI Analog Devices Inc. 0.03% 2,161 $531K Reduce -16.0%
VGT Vanguard Info Tech ETF 0.03% 693 $517K Add +37.8%
EXC Exelon Corp. 0.03% 11,358 $511K No change
ESLT Elbit Systems Ltd. 0.03% 1,000 $510K No change
MDY State Street SPDR S&P Midcap 0.03% 847 $505K Reduce -3.9%
MRK Merck & Co. Inc. 0.03% 5,955 $500K Reduce -17.8%
DHR Danaher Corp. 0.03% 2,480 $492K Reduce -7.7%
CRM Salesforce Inc. 0.03% 1,970 $467K Reduce -27.1%
PFE Pfizer Inc. 0.02% 18,164 $463K Reduce -20.3%
GEV GE Vernova Inc. 0.02% 751 $462K Add +1.2%
SCHD Schwab US DVD Equity ETF 0.02% 16,635 $454K Add +13.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.02% 918 $440K Reduce -3.6%
UPS United Parcel Service Class B 0.02% 5,206 $435K Reduce -10.9%
IWP iShares Russell Mid-Cap Grow 0.02% 3,015 $429K No change
CVS CVS Health Corp. 0.02% 5,665 $427K Reduce -12.0%
TFC Truist Financial Corp. 0.02% 9,010 $412K Reduce -24.8%
ADBE Adobe Inc. 0.02% 1,122 $396K Reduce -11.0%
FAST Fastenal Co. 0.02% 7,963 $391K Add +12.9%
DSI iShares ESG MSCI KLD 400 ETF 0.02% 3,089 $389K Reduce -22.3%
VZ Verizon Communications Inc. 0.02% 8,780 $386K Reduce -27.0%
LIN Linde PLC 0.02% 801 $380K Reduce -1.2%
BMY Bristol-Myers Squibb Co. 0.02% 8,381 $378K Reduce -23.5%
TGT Target Corp. 0.02% 4,165 $374K Reduce -38.4%
GBCI Glacier Bancorp Inc. 0.02% 7,648 $372K No change
LMT Lockheed Martin Corp. 0.02% 731 $365K Reduce -2.8%
NFLX Netflix Inc. 0.02% 288 $345K Add +0.7%
DUK Duke Energy Corp. 0.02% 2,692 $333K Reduce -11.2%
VIG Vanguard Dividend Apprec ETF 0.02% 1,536 $331K Add +32.9%
MMM 3M Co. 0.02% 2,116 $328K No change
CSX CSX Corp. 0.02% 9,168 $326K No change
DFAT Dimensional US Target Value 0.02% 5,560 $324K Add +0.5%
XLY SS Consumer Disc Select Sect 0.02% 1,325 $318K No change
GLW Corning Inc. 0.02% 3,823 $314K No change
MU Micron Technology Inc. 0.02% 1,800 $301K Reduce -6.0%
EOG EOG Resources Inc. 0.02% 2,685 $301K Reduce -18.1%
UNP Union Pacific Corp. 0.02% 1,265 $299K Reduce -27.9%
NEE Nextera Energy Inc. 0.02% 3,951 $298K Reduce -17.4%
WM Waste Management Inc. 0.02% 1,332 $294K Reduce -3.5%
MDT Medtronic PLC 0.02% 3,040 $290K Reduce -27.1%
VONG Vanguard Russell 1000 Growth 0.02% 2,366 $285K New
BSMU Invesco Bulletshares 2030 MB 0.01% 12,633 $277K No change
PM Philip Morris International 0.01% 1,659 $269K Reduce -12.1%
CMCSA Comcast Corp. Class A 0.01% 8,515 $268K Reduce -36.0%
PAVE Global X US Infrastructure 0.01% 5,562 $265K New
EFG iShares MSCI Eafe Growth ETF 0.01% 2,280 $260K Reduce -21.9%
NOW ServiceNow Inc. 0.01% 280 $258K Reduce -32.9%
COF Capital One Financial Corp. 0.01% 1,174 $250K Reduce -0.9%
HAL Halliburton Co. 0.01% 10,018 $246K Reduce -8.7%
MSBI Midland States Bancorp Inc. 0.01% 14,270 $245K No change
DES Wisdomtree US Smallcap Divid 0.01% 7,099 $239K Reduce -2.0%
IBDT iShares Ibonds Dec 2028 ETF 0.01% 9,244 $236K Add +14.1%
ETN Eaton Corp. PLC 0.01% 606 $227K Reduce -39.1%
OKE Oneok Inc. 0.01% 3,039 $222K New
VWO Vanguard Ftse Emerging Marke 0.01% 4,092 $222K Reduce -1.0%
IBDV iShares Ibonds Dec 2030 Corp. 0.01% 9,702 $215K New
CB Chubb Ltd. 0.01% 759 $214K Reduce -5.0%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.01% 8,648 $210K New
GAB Gabelli Equity Trust 0.01% 26,748 $163K No change

Portfolio Sells Q2 2025 → Q3 2025
VGIT Vanguard Intermediate-Term T Reduce -79.0% 1.69% −6.60
IVW iShares S&P 500 Growth ETF Reduce -40.2% 4.39% −2.53
VTV Vanguard Mrngstr Val ETF-Aui Reduce -36.0% 3.81% −2.02
IJK iShares S&P Mid-Cap 400 Grow Reduce -44.3% 2.51% −1.90
JQUA JPMorgan US Quality Factor Reduce -29.1% 4.83% −1.89
IJJ iShares S&P Mid-Cap 400 Valu Reduce -44.0% 2.33% −1.76
JAAA Janus Henderson Aaa Clo ETF Reduce -3.0% 9.14% −0.58
SPSM SS SPDR P S&P 600 Small Cap Reduce -16.7% 2.40% −0.34
AMZN Amazon.com Inc. Sold out 0.00% −0.14
ACN Accenture PLC Class A Sold out 0.00% −0.05
BMO Bank of Montreal Sold out 0.00% −0.04
DGRO iShares Core Dividend Growth Sold out 0.00% −0.04
LLY Eli Lilly & Co. Reduce -22.6% 0.09% −0.03
PG The Procter & Gamble Co. Reduce -12.3% 0.12% −0.03
DON Wisdomtree US Midcap Dividen Reduce -18.4% 0.11% −0.02
COST Costco Wholesale Corp. Reduce -9.8% 0.10% −0.02
WWD Woodward Inc. Reduce -8.6% 0.24% −0.02
META Meta Platforms Inc. Class A Reduce -13.5% 0.11% −0.02
CTAS Cintas Corp. Sold out 0.00% −0.02
HON Honeywell International Inc. Reduce -13.7% 0.06% −0.02
TGT Target Corp. Reduce -38.4% 0.02% −0.02
AVGO Broadcom Inc. Reduce -25.7% 0.10% −0.02
CRM Salesforce Inc. Reduce -27.1% 0.03% −0.02
XLB SS Materials Select Sector Sold out 0.00% −0.02
IWF iShares Russell 1000 Growth Reduce -16.9% 0.12% −0.02
ADP Automatic Data Processing Sold out 0.00% −0.01
PANW Palo Alto Networks Inc. Reduce -18.1% 0.05% −0.01
MSFT Microsoft Corp. Reduce -2.6% 0.76% −0.01
ICE Intercontinental Exchange Inc. Reduce -13.5% 0.05% −0.01
DIS The Walt Disney Co. Reduce -11.4% 0.05% −0.01
PEP Pepsico Inc. Reduce -15.7% 0.09% −0.01
XLU St Sr Utl SL SE SPDR ETF-Usd Sold out 0.00% −0.01
MCD McDonald's Corp. Reduce -8.0% 0.16% −0.01
SHW The Sherwin-Williams Co. Reduce -0.5% 0.44% −0.01
DTD Wisdomtree US Total Dividend Sold out 0.00% −0.01
CSCO Cisco Systems Inc. Reduce -8.7% 0.08% −0.01
AMP Ameriprise Financial Inc. Sold out 0.00% −0.01
ISRG Intuitive Surgical Inc. Sold out 0.00% −0.01
CMCSA Comcast Corp. Class A Reduce -36.0% 0.01% −0.01
TLT iShares 20+ Year Treasury BD Sold out 0.00% −0.01
IWB iShares Russell 1000 ETF Reduce -29.8% 0.03% −0.01
MCHP Microchip Technology Inc. Sold out 0.00% −0.01
WMT Walmart Inc. Reduce -7.7% 0.18% −0.01
AMGN Amgen Inc. Reduce -23.2% 0.03% −0.01
NOW ServiceNow Inc. Reduce -32.9% 0.01% −0.01
UPS United Parcel Service Class B Reduce -10.9% 0.02% −0.01
TXN Texas Instruments Inc. Reduce -4.2% 0.04% −0.01
VZ Verizon Communications Inc. Reduce -27.0% 0.02% −0.01
BMY Bristol-Myers Squibb Co. Reduce -23.5% 0.02% −0.01
AMD Advanced Micro Devices Reduce -19.7% 0.06% −0.01

Portfolio Buys Q2 2025 → Q3 2025
IVV iShares Core S&P 500 ETF Add +29.2% 16.79% +4.34
MBB iShares MBS ETF Add +42.9% 13.51% +3.88
KOMP SS SPDR S&P Kensho Ne Comp New 3.36% +3.36
MGNR Amer Beac GLG NTRL Rsrcs ETF New 2.47% +2.47
IJH iShares Core S&P Midcap ETF Add +3524.7% 2.06% +2.01
EDV Vanguard Extended Dur Treas Add +39.6% 4.94% +1.35
XOM Exxon Mobil Corp. Add +95.0% 0.27% +0.13
MAGS Roundhill Magnificent Seven Add +21.3% 0.49% +0.13
WEC WEC Energy Group Inc. New 0.08% +0.08
UYLD Angel Oak Ultrashort Income Add +21.8% 0.52% +0.08
IGM iShares Expanded Tech Sector Add +13.0% 0.36% +0.07
ALE Allete Inc. New 0.05% +0.05
JPST JPMorgan Ultra-Short Income Add +31.4% 0.23% +0.05
ABBV Abbvie Inc. Add +7.1% 0.19% +0.04
GVI iShares Intermediate Governm New 0.03% +0.03
GOOG Alphabet Inc. Class C Add +0.7% 0.11% +0.03
VYM Vanguard High DVD Yield ETF Add +33.9% 0.07% +0.02
VOO Vanguard S&P 500 ETF Add +0.1% 0.45% +0.02
QTEC First Trust Nasdq 100 Tech I Add +11.1% 0.11% +0.02
VONG Vanguard Russell 1000 Growth New 0.02% +0.02
PAVE Global X US Infrastructure New 0.01% +0.01
TSLA Tesla Inc. Add +0.5% 0.05% +0.01
OKE Oneok Inc. New 0.01% +0.01
IBDV iShares Ibonds Dec 2030 Corp. New 0.01% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.7% 0.24% +0.01
IBDS Ishrs Ibnds Dec 27 Corp. ETF New 0.01% +0.01
HD Home Depot Inc. Add +2.0% 0.12% +0.01
VGT Vanguard Info Tech ETF Add +37.8% 0.03% +0.01
UNH Unitedhealth Group Inc. Add +12.7% 0.04% +0.01
VIG Vanguard Dividend Apprec ETF Add +32.9% 0.02% +0.00
FAST Fastenal Co. Add +12.9% 0.02% +0.00
FNDX Schwab Fndmntl US LRG Co. ETF Add +0.6% 0.09% +0.00
VEU Vanguard Ftse All-World Ex-U Add +1.1% 0.08% +0.00
GEV GE Vernova Inc. Add +1.2% 0.02% +0.00
SCHD Schwab US DVD Equity ETF Add +13.1% 0.02% +0.00
VEA Vanguard Ftse Developed ETF Add +1.1% 0.09% +0.00
DFUS Dimensional US Eq MKT ETF Add +0.2% 0.04% +0.00
IBDT iShares Ibonds Dec 2028 ETF Add +14.1% 0.01% +0.00
DFAT Dimensional US Target Value Add +0.5% 0.02% +0.00
IBM Intl Business Machines Corp. Add +8.0% 0.10% 0.00
NFLX Netflix Inc. Add +0.7% 0.02% −0.00

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