MKT Advisors LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 8, 2026), MKT Advisors LLC reported 163 stock positions worth $293.1 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 11.7% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 8.3%) and iShares Ibonds Dec 2027 Term (IBTH, 6.0%). Compared with Q3 2025, it opened 5 new positions, sold out of 9, added to 51 and reduced 66. The biggest buy was a new position in iShares Ibonds Dec 2030 Trea (IBTK) and the biggest sale an exit from iShares Ibonds Dec 2025 Term (IBTF).

Most Recent 13F
Q2 2026
Location
CARLSBAD, CA
CIK
0001906802
Portfolio Value
$293.1M (Q4 2025)
SEC Filing
0001951757-26-000037 ↗ filed Jan 8, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $182.3M Q1 2024 Q2 2024: $201.1M Q2 2024 Q3 2024: $213.2M Q3 2024 Q4 2024: $229.5M Q4 2024 Q1 2025: $213.2M Q1 2025 Q2 2025: $252.6M Q2 2025 Q3 2025: $268.6M Q3 2025 Q4 2025: $293.1M $293.1M Q4 2025 Q1 2026: $298.3M Q1 2026 Q2 2026: $321.8M Q2 2026

Holdings 163 stocks · $293.1M
SPY SS SPDR S&P 500 ETF Trust-US 11.73% 49,981 $34.4M Reduce -2.1%
VOO Vanguard S&P 500 ETF 8.26% 38,271 $24.2M Reduce -0.5%
IBTH iShares Ibonds Dec 2027 Term 5.99% 781,080 $17.6M Add +37.0%
IBTI iShares Ibonds Dec 2028 Term 5.99% 784,305 $17.6M Add +49.0%
IBTG iShares Ibonds Dec 2026 Term 5.90% 755,316 $17.3M Add +35.8%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 5.27% 31,559 $15.5M Reduce -3.3%
SPYM Ste STR SPDR PT S&P 500 ETF 4.55% 164,649 $13.3M Add +17.9%
IBTJ iShares Ibonds Dec 2029 Term 4.48% 597,803 $13.1M Add +25.4%
IBTK iShares Ibonds Dec 2030 Trea 4.42% 652,674 $13.0M New
TFLO iShares Treasury Floating Ra 3.77% 219,004 $11.1M Add +0.6%
XLK SS Technology Select Sector 1.63% 32,950 $4.8M Add +0.9%
MSFT Microsoft Corp. 1.39% 8,603 $4.1M Reduce -1.2%
AAPL Apple Inc. 1.24% 13,572 $3.6M Reduce -0.8%
SPTS SS SPDR P St Term TSY ETF 1.15% 114,616 $3.4M Add +14.3%
GOOGL Alphabet Inc. Class A 0.79% 7,305 $2.3M Reduce -3.4%
ISTB iShares Core 1-5 Year Usd Bo 0.76% 45,349 $2.2M Add +19.3%
AVGO Broadcom Inc. 0.76% 6,444 $2.2M Reduce -2.8%
VIG Vanguard Dividend Apprec ETF 0.75% 9,855 $2.2M Reduce -2.8%
SPYG SS SPDR P S&P 500 Growth ETF 0.74% 20,187 $2.2M Reduce -2.3%
AMZN Amazon.com Inc. 0.71% 8,881 $2.1M Reduce -1.1%
QQQ Invesco QQQ Trust Series 1 0.69% 3,288 $2.0M Reduce -1.1%
IVV iShares Core S&P 500 ETF 0.69% 2,942 $2.0M Reduce -0.6%
COST Costco Wholesale Corp. 0.65% 2,170 $1.9M Reduce -2.3%
SPYV SS SPDR P S&P 500 Value ETF 0.63% 32,194 $1.9M Add +27.6%
SRE Sempra 0.63% 20,936 $1.8M Reduce -0.1%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.62% 29,783 $1.8M Add +9.7%
AMGN Amgen Inc. 0.62% 5,667 $1.8M No change
BRK.B Berkshire Hathaway Inc. Class B 0.57% 3,357 $1.7M Reduce -0.8%
XLY SS Consumer Disc Select Sect 0.55% 13,482 $1.6M Add +4.1%
QUAL iShares MSCI USA Quality Fac 0.53% 7,776 $1.6M Reduce -29.0%
IVW iShares S&P 500 Growth ETF 0.51% 12,062 $1.5M No change
NVDA Nvidia Corp. 0.50% 7,798 $1.5M Reduce -4.7%
XLF SS Financial Select Sector 0.49% 25,446 $1.4M Reduce -6.0%
IEMG iShares Core MSCI Emerging 0.45% 19,051 $1.3M Add +29.7%
QCOM Qualcomm Inc. 0.45% 7,399 $1.3M Add +0.1%
GOOG Alphabet Inc. Class C 0.40% 3,700 $1.2M Add +0.3%
MCD McDonald's Corp. 0.40% 3,881 $1.2M Reduce -1.0%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.40% 4,606 $1.2M Reduce -0.7%
IYW iShares Ustechnology ETF 0.38% 5,530 $1.1M Add +2.9%
VUG Vanguard Mrngstar GR ETF-Sui 0.38% 2,265 $1.1M Add +35.2%
DVY iShares Select Dividend ETF 0.37% 7,454 $1.1M No change
AFL Aflac Inc. 0.36% 9,474 $1.1M Add +0.6%
XLV SS Health Care Select Sector 0.36% 6,746 $1.0M Add +1.0%
PHYS Sprott Physical Gold Trust 0.36% 30,710 $1.0M Reduce -4.7%
ESGU iShares ESG Aware MSCI USA 0.34% 6,638 $997K No change
XLI SS Industrial Select Sector 0.33% 6,058 $968K Add +0.7%
XLC SS Comm Select Sector SPDR 0.33% 8,121 $956K No change
IVE iShares S&P 500 Value ETF 0.33% 4,450 $956K No change
USFR Wisdomtree Floating Rate Tre 0.32% 18,671 $940K Reduce -19.4%
JPM JPMorgan Chase & Co. 0.28% 2,490 $832K Reduce -13.8%
BINC iShares Flex I A ETF-Usd Inc. 0.28% 15,405 $814K Add +10.6%
AZO AutoZone Inc. 0.27% 246 $804K No change
WMT Walmart Inc. 0.27% 7,096 $800K Add +0.1%
SPMO Invesco S&P 500 Momentum ETF 0.27% 6,611 $796K Add +87.6%
THRO iShares U.S. Thematic Rotati 0.27% 20,375 $793K Add +23.8%
GLD SPDR Gold Shares 0.27% 1,906 $779K No change
VTI VG Morningstar TS MKT ETF-US 0.26% 2,278 $772K Add +7.8%
SDY SS SPDR S&P Dividend ETF 0.26% 5,344 $752K Reduce -1.6%
BAI Ishrs AI in and Tech Act ETF 0.25% 21,789 $742K Add +7.0%
OKE Oneok Inc. 0.25% 10,009 $737K Add +12.0%
AEP American Electric Power 0.24% 6,261 $714K Reduce -0.1%
GLDM SPDR Gold Minishares Trust 0.23% 7,799 $686K Add +6.8%
SBUX Starbucks Corp. 0.22% 7,318 $633K Reduce -11.4%
FDX FedEx Corp. 0.21% 2,115 $629K Add +0.1%
MCK McKesson Corp. 0.21% 760 $627K Reduce -2.9%
XLP SS Consumer Staples Sel Sect 0.21% 8,102 $627K Add +2.5%
MRK Merck & Co. Inc. 0.21% 5,754 $618K Add +0.7%
ILCG iShares Morningstar Growth E 0.21% 5,808 $609K Add +0.0%
PPL PPL Corp. 0.21% 17,390 $605K Reduce -4.4%
ABBV Abbvie Inc. 0.20% 2,719 $599K Add +0.0%
IBIG iShares Ibonds Oct 2030 TT 0.20% 22,672 $592K Add +73.6%
RSP Invesco S&P 500 Equal Weight 0.20% 2,959 $576K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.19% 9,923 $565K Add +0.0%
NEE Nextera Energy Inc. 0.19% 6,879 $559K Reduce -3.0%
RTX RTX Corp. 0.19% 2,901 $546K No change
XOM Exxon Mobil Corp. 0.19% 4,349 $545K Add +0.0%
PM Philip Morris International 0.18% 3,302 $528K Reduce -0.1%
CVX Chevron Corp. 0.17% 3,073 $504K Reduce -2.5%
GARP iShares MSCI USA Quality Gar 0.17% 7,243 $501K New
PG The Procter & Gamble Co. 0.17% 3,542 $497K Add +0.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.17% 2,500 $487K No change
META Meta Platforms Inc. Class A 0.16% 727 $479K Add +0.1%
IBIC iShares Ibonds Oct 2026 TT 0.16% 18,363 $470K Add +16.3%
IBIE iShares Ibonds Oct 2028 TT 0.16% 17,535 $456K Add +12.2%
BX Blackstone Inc. 0.15% 2,792 $453K Reduce -7.1%
IBID iShares Ibonds Oct 2027 TT 0.15% 17,476 $451K Add +11.7%
EFA iShares MSCI Eafe ETF 0.15% 4,578 $449K Reduce -0.5%
IBIF iShares Ibonds Oct 2029 TT 0.15% 16,993 $443K Add +11.8%
CME Cme Group Inc. 0.15% 1,608 $442K No change
IWF iShares Russell 1000 Growth 0.15% 914 $433K No change
WPC WP Carey Inc. 0.15% 6,665 $427K Reduce -1.2%
VGT Vanguard Info Tech ETF 0.15% 561 $425K No change
TRV The Travelers Cos Inc. 0.14% 1,459 $420K No change
USMV iShares MSCI USA Min Vol Fac 0.14% 4,460 $419K Add +0.2%
VZ Verizon Communications Inc. 0.14% 10,404 $419K Reduce -3.6%
XCHYX Calamos Convert & High Inc. 0.14% 36,465 $417K Reduce -9.3%
CVS CVS Health Corp. 0.14% 5,160 $415K Add +0.2%
SHLD Global X Defense Tech ETF 0.14% 5,920 $414K Add +13.5%
BSRR Sierra Bancorp 0.14% 12,320 $412K No change
CAT Caterpillar Inc. 0.14% 668 $411K Add +0.1%
WFC Wells Fargo & Co. 0.14% 4,240 $409K Add +0.0%
SO The Southern Co. 0.14% 4,652 $404K Reduce -0.3%
PFE Pfizer Inc. 0.14% 16,004 $403K Reduce -4.7%
RIO Rio Tinto PLC-Spon ADR 0.14% 4,840 $403K Reduce -7.6%
TSLA Tesla Inc. 0.14% 889 $402K Add +0.1%
XNCMX Nuveen Ca Amt-FR Muni Inc. 0.13% 30,934 $387K Reduce -56.8%
IJK iShares S&P Mid-Cap 400 Grow 0.13% 3,874 $386K Reduce -3.1%
SUSL iShares ESG MSCI USA Leaders 0.13% 3,130 $382K No change
SSO Proshares Ultra S&P500 0.13% 6,400 $377K No change
SYY Sysco Corp. 0.13% 5,144 $374K Reduce -0.3%
JNJ Johnson & Johnson 0.13% 1,828 $373K Reduce -4.9%
VXF Vanguard Extended Market ETF 0.13% 1,725 $370K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.12% 1,202 $355K No change
BMY Bristol-Myers Squibb Co. 0.12% 6,633 $352K Reduce -4.8%
DUK Duke Energy Corp. 0.12% 2,977 $348K Reduce -0.4%
JEF Jefferies Financial Group Inc. 0.12% 5,275 $340K No change
V Visa Inc. Class A 0.12% 957 $338K Reduce -1.2%
IJJ iShares S&P Mid-Cap 400 Valu 0.12% 2,507 $338K Reduce -3.6%
XLE SS Energy Select Sector 0.11% 7,055 $331K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.11% 1,116 $331K No change
EPD Enterprise Products Partners 0.11% 9,925 $319K No change
XEXGX Eaton Vance Tax-Managed Glob 0.11% 33,111 $317K Reduce -0.1%
VEA Vanguard Ftse Developed ETF 0.11% 4,941 $316K Reduce -3.7%
HSIC Henry Schein Inc. 0.11% 3,942 $310K No change
UPS United Parcel Service Class B 0.11% 3,027 $309K Reduce -5.9%
BND Vanguard Total Bond Market 0.10% 4,055 $301K Reduce -4.5%
BA The Boeing Co. 0.10% 1,312 $299K Reduce -0.1%
BOXX Alpha Architect 1-3 MNTH Box 0.10% 2,493 $287K No change
IEFA iShares Core MSCI Eafe ETF 0.10% 3,130 $286K Add +5.6%
NFLX Netflix Inc. 0.09% 3,041 $278K No change
PFF iShares Preferred & Income S 0.09% 8,700 $273K Reduce -3.3%
NAC Nuveen Ca QLTY Muni Inc. 0.09% 22,901 $271K Reduce -0.7%
VPU Vanguard Utilities ETF 0.09% 1,443 $268K Reduce -2.4%
T AT&T Inc. 0.09% 10,661 $263K Reduce -0.1%
EFV iShares MSCI Eafe Value ETF 0.09% 3,605 $262K No change
USB US Bancorp 0.09% 4,683 $260K Reduce -2.1%
LCTU iShares U.S. Carbon Transiti 0.09% 3,391 $253K No change
CSCO Cisco Systems Inc. 0.09% 3,351 $253K Add +0.1%
XLB SS Materials Select Sector 0.09% 5,406 $252K Reduce -0.2%
ORCL Oracle Corp. 0.09% 1,302 $251K Add +0.1%
MBB iShares MBS ETF 0.09% 2,611 $249K Reduce -1.9%
TGT Target Corp. 0.08% 2,426 $248K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.08% 5,799 $248K No change
IUSG iShares Core S&P U.S. Growth 0.08% 1,465 $247K No change
QDF NT Qual Div ETF 0.08% 3,000 $245K No change
ECHO Echostar Corp. Class A 0.08% 2,207 $244K New
SDOG Alps Sector Dividend Dogs 0.08% 3,925 $241K No change
SCHX Schwab US Large-Cap ETF 0.08% 8,691 $236K No change
ITT Itt Inc. 0.08% 1,300 $233K No change
VHT Vanguard Health Care ETF 0.08% 774 $223K No change
SHEL Shell PLC-ADR 0.07% 2,900 $218K No change
KO The Coca-Cola Co. 0.07% 3,182 $216K Reduce -11.1%
ORLY O'reilly Automotive Inc. 0.07% 2,385 $216K Reduce -0.4%
FE Firstenergy Corp. 0.07% 4,789 $214K No change
MAIN Main Street Capital Corp. 0.07% 3,427 $214K No change
HD Home Depot Inc. 0.07% 621 $214K Reduce -27.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 1,868 $213K New
VNQ Vanguard Real Estate ETF 0.07% 2,394 $212K Reduce -8.7%
TILT NT Mstar US Ftilt ETF 0.07% 839 $211K No change
INTC Intel Corp. 0.07% 5,327 $210K New
MA Mastercard Inc. Class A 0.07% 365 $208K Reduce -1.1%
D Dominion Energy Inc. 0.07% 3,478 $204K Reduce -13.7%
JPC Nuveen Prefered & Income Opp 0.04% 13,388 $109K Reduce -19.1%

Portfolio Sells Q3 2025 → Q4 2025
IBTF iShares Ibonds Dec 2025 Term Sold out 0.00% −4.63
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.1% 11.73% −0.97
VOO Vanguard S&P 500 ETF Reduce -0.5% 8.26% −0.54
DIA SS SPDR Dow Jones Indus Avg Reduce -3.3% 5.27% −0.37
MSFT Microsoft Corp. Reduce -1.2% 1.39% −0.30
QUAL iShares MSCI USA Quality Fac Reduce -29.0% 0.53% −0.26
XNCMX Nuveen Ca Amt-FR Muni Inc. Reduce -56.8% 0.13% −0.21
IBIB iShares Ibonds Oct 2025 TT Sold out 0.00% −0.13
USFR Wisdomtree Floating Rate Tre Reduce -19.4% 0.32% −0.11
COST Costco Wholesale Corp. Reduce -2.3% 0.65% −0.11
STIP iShares 0-5 Year Tips Bond E Sold out 0.00% −0.10
ENB Enbridge Inc. Sold out 0.00% −0.08
IBDS Ishrs Ibnds Dec 27 Corp. ETF Sold out 0.00% −0.08
IBDR iShares Ibonds Dec 2026 Term Sold out 0.00% −0.08
ABT Abbott Laboratories Sold out 0.00% −0.08
VBK Van Morst SML-Cap Gro-Usd Inc. Sold out 0.00% −0.08
VIG Vanguard Dividend Apprec ETF Reduce -2.8% 0.75% −0.07
SRE Sempra Reduce -0.1% 0.63% −0.07
NVDA Nvidia Corp. Reduce -4.7% 0.50% −0.07
SPYG SS SPDR P S&P 500 Growth ETF Reduce -2.3% 0.74% −0.07
AVGO Broadcom Inc. Reduce -2.8% 0.76% −0.07
AAPL Apple Inc. Reduce -0.8% 1.24% −0.06
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.8% 0.57% −0.06
HD Home Depot Inc. Reduce -27.8% 0.07% −0.05
QQQ Invesco QQQ Trust Series 1 Reduce -1.1% 0.69% −0.05
XLF SS Financial Select Sector Reduce -6.0% 0.49% −0.05
JPM JPMorgan Chase & Co. Reduce -13.8% 0.28% −0.05
IVV iShares Core S&P 500 ETF Reduce -0.6% 0.69% −0.05
SBUX Starbucks Corp. Reduce -11.4% 0.22% −0.04
MCD McDonald's Corp. Reduce -1.0% 0.40% −0.04
PPL PPL Corp. Reduce -4.4% 0.21% −0.04
XEVMX Eaton Vance Cal Muni Bond Sold out 0.00% −0.04
BX Blackstone Inc. Reduce -7.1% 0.15% −0.03
VZ Verizon Communications Inc. Reduce -3.6% 0.14% −0.03
PFE Pfizer Inc. Reduce -4.7% 0.14% −0.03
AMZN Amazon.com Inc. Reduce -1.1% 0.71% −0.03
SYY Sysco Corp. Reduce -0.3% 0.13% −0.03
SO The Southern Co. Reduce -0.3% 0.14% −0.03
SDY SS SPDR S&P Dividend ETF Reduce -1.6% 0.26% −0.03
MGC Vngrd Mrngstr MG Cap ETF-Usd Reduce -0.7% 0.40% −0.03
WPC WP Carey Inc. Reduce -1.2% 0.15% −0.03
XCHYX Calamos Convert & High Inc. Reduce -9.3% 0.14% −0.03
D Dominion Energy Inc. Reduce -13.7% 0.07% −0.02
ORLY O'reilly Automotive Inc. Reduce -0.4% 0.07% −0.02
T AT&T Inc. Reduce -0.1% 0.09% −0.02
AEP American Electric Power Reduce -0.1% 0.24% −0.02
PM Philip Morris International Reduce -0.1% 0.18% −0.02
DUK Duke Energy Corp. Reduce -0.4% 0.12% −0.02
VNQ Vanguard Real Estate ETF Reduce -8.7% 0.07% −0.02
NEE Nextera Energy Inc. Reduce -3.0% 0.19% −0.02

Portfolio Buys Q3 2025 → Q4 2025
IBTK iShares Ibonds Dec 2030 Trea New 4.42% +4.42
IBTI iShares Ibonds Dec 2028 Term Add +49.0% 5.99% +1.61
IBTH iShares Ibonds Dec 2027 Term Add +37.0% 5.99% +1.22
IBTG iShares Ibonds Dec 2026 Term Add +35.8% 5.90% +1.16
IBTJ iShares Ibonds Dec 2029 Term Add +25.4% 4.48% +0.59
SPYM Ste STR SPDR PT S&P 500 ETF Add +17.9% 4.55% +0.46
GARP iShares MSCI USA Quality Gar New 0.17% +0.17
SPMO Invesco S&P 500 Momentum ETF Add +87.6% 0.27% +0.11
SPYV SS SPDR P S&P 500 Value ETF Add +27.6% 0.63% +0.11
IEMG iShares Core MSCI Emerging Add +29.7% 0.45% +0.09
ECHO Echostar Corp. Class A New 0.08% +0.08
VUG Vanguard Mrngstar GR ETF-Sui Add +35.2% 0.38% +0.08
IBIG iShares Ibonds Oct 2030 TT Add +73.6% 0.20% +0.07
DIS The Walt Disney Co. New 0.07% +0.07
INTC Intel Corp. New 0.07% +0.07
ISTB iShares Core 1-5 Year Usd Bo Add +19.3% 0.76% +0.07
GOOG Alphabet Inc. Class C Add +0.3% 0.40% +0.06
SPTS SS SPDR P St Term TSY ETF Add +14.3% 1.15% +0.05
THRO iShares U.S. Thematic Rotati Add +23.8% 0.27% +0.04
FDX FedEx Corp. Add +0.1% 0.21% +0.03
GLDM SPDR Gold Minishares Trust Add +6.8% 0.23% +0.03
DYNF Ishrs US E F R A ETF-Usd Inc. Add +9.7% 0.62% +0.02
CAT Caterpillar Inc. Add +0.1% 0.14% +0.02
MRK Merck & Co. Inc. Add +0.7% 0.21% +0.02
WFC Wells Fargo & Co. Add +0.0% 0.14% +0.01
IBIC iShares Ibonds Oct 2026 TT Add +16.3% 0.16% +0.01
OKE Oneok Inc. Add +12.0% 0.25% +0.01
BAC Bank of America Corp. Add +0.0% 0.19% +0.01
SHLD Global X Defense Tech ETF Add +13.5% 0.14% +0.00
XOM Exxon Mobil Corp. Add +0.0% 0.19% +0.00
VTI VG Morningstar TS MKT ETF-US Add +7.8% 0.26% +0.00
WMT Walmart Inc. Add +0.1% 0.27% +0.00
IBIE iShares Ibonds Oct 2028 TT Add +12.2% 0.16% +0.00
BINC iShares Flex I A ETF-Usd Inc. Add +10.6% 0.28% +0.00
IBID iShares Ibonds Oct 2027 TT Add +11.7% 0.15% +0.00
IBIF iShares Ibonds Oct 2029 TT Add +11.8% 0.15% +0.00
CSCO Cisco Systems Inc. Add +0.1% 0.09% +0.00
IEFA iShares Core MSCI Eafe ETF Add +5.6% 0.10% +0.00
XLV SS Health Care Select Sector Add +1.0% 0.36% +0.00
CVS CVS Health Corp. Add +0.2% 0.14% −0.01
BAI Ishrs AI in and Tech Act ETF Add +7.0% 0.25% −0.01
QCOM Qualcomm Inc. Add +0.1% 0.45% −0.01
XLI SS Industrial Select Sector Add +0.7% 0.33% −0.01
USMV iShares MSCI USA Min Vol Fac Add +0.2% 0.14% −0.01
TSLA Tesla Inc. Add +0.1% 0.14% −0.01
XLP SS Consumer Staples Sel Sect Add +2.5% 0.21% −0.02
IYW iShares Ustechnology ETF Add +2.9% 0.38% −0.02
ILCG iShares Morningstar Growth E Add +0.0% 0.21% −0.02
AFL Aflac Inc. Add +0.6% 0.36% −0.03
XLY SS Consumer Disc Select Sect Add +4.1% 0.55% −0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 155$321.8MSPY, VOO, TFLO, SPYM, IBTH
Q1 2026 157$298.3MSPY, VOO, TFLO, IBTH, IBTI
Q4 2025 163$293.1MSPY, VOO, IBTH, IBTI, IBTG
Q3 2025 167$268.6MSPY, VOO, DIA, IBTH, IBTG
Q2 2025 170$252.6MSPY, VOO, DIA, IBTG, IBTH
Q1 2025 141$213.2MSPY, VOO, DIA, IBTG, IBTH
Q4 2024 150$229.5MSPY, VOO, DIA, IBTF, IBTG
Q3 2024 155$213.2MSPY, VOO, DIA, IBTF, IBTG
Q2 2024 152$201.1MSPY, VOO, DIA, IBTF, IBTG
Q1 2024 149$182.3MSPY, VOO, DIA, IBTF, IBTE