Montis Financial, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Montis Financial, LLC reported 156 stock positions worth $505.9 million. Its top holding was Akre Focus ETF (AKRE) at 10.5% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 6.9%) and First Trust Institutional PR (FPEI, 6.7%). Compared with Q3 2025, it opened 11 new positions, sold out of 8, added to 55 and reduced 69. The biggest buy was a new position in Akre Focus ETF (AKRE) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −2%).

Most Recent 13F
Q2 2026
Location
WALTHAM, MA
CIK
0001844314
Portfolio Value
$505.9M (Q4 2025)
SEC Filing
0001844314-26-000001 ↗ filed Feb 11, 2026

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $210.5M Q1 2024 Q2 2024: $218.1M Q2 2024 Q3 2024: $281.4M Q3 2024 Q4 2024: $323.7M Q4 2024 Q1 2025: $340.1M Q1 2025 Q2 2025: $359.8M Q2 2025 Q3 2025: $433.6M Q3 2025 Q4 2025: $505.9M $505.9M Q4 2025 Q1 2026: $483.5M Q1 2026 Q2 2026: $489.1M Q2 2026

Holdings 156 stocks · $505.9M
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 10.48% 809,126 $53.0M New
VEA Vanguard Ftse Developed ETF 6.89% 557,735 $34.8M Add +4.9%
FPEI First Trust Institutional PR 6.65% 1,735,426 $33.6M Add +10.6%
VCSH Vanguard S/T Corp. Bond ETF 6.03% 382,664 $30.5M Add +6.4%
IEFA iShares Core MSCI Eafe ETF 6.00% 339,305 $30.4M Reduce -2.0%
RSP Invesco S&P 500 Equal Weight 5.21% 137,600 $26.4M Add +7.7%
VYM Vanguard High DVD Yield ETF 4.86% 171,246 $24.6M Reduce -1.0%
AAPL Apple Inc. 4.00% 74,414 $20.2M Reduce -4.5%
BIL SS SPDR BB 1-3M T-Bill ETF 3.06% 169,300 $15.5M Add +516.2%
SCHD Schwab US DVD Equity ETF 2.88% 530,958 $14.6M Add +5.5%
IVV iShares Core S&P 500 ETF 2.21% 16,360 $11.2M Reduce -1.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.86% 13,814 $9.4M Reduce -8.5%
JEPI JPMorgan Equity Premium Inco 1.73% 152,868 $8.8M Add +5.0%
IJH iShares Core S&P Midcap ETF 1.63% 124,955 $8.2M Add +0.2%
VIG Vanguard Dividend Apprec ETF 1.45% 33,296 $7.3M Reduce -4.6%
BRK.B Berkshire Hathaway Inc. Class B 1.44% 14,539 $7.3M Reduce -10.9%
VTI VG Morningstar TS MKT ETF-US 1.33% 20,137 $6.8M Reduce -0.5%
DFAC Dimensional US Core Equity 2 1.30% 166,318 $6.6M Reduce -4.3%
GLD SPDR Gold Shares 1.24% 15,861 $6.3M Reduce -1.4%
LVHI Franklin International Low V 1.21% 165,724 $6.1M Reduce -0.2%
SCHX Schwab US Large-Cap ETF 1.11% 208,185 $5.6M Reduce -3.5%
SPDW Ste STR SPDR PT DW Eu ETF 1.09% 124,064 $5.5M Reduce -3.1%
BRK.A Berkshire Hathaway Inc. Class A 1.04% 7 $5.3M Reduce -12.5%
FLTR Vaneck Ig Floating Rate ETF 1.04% 205,619 $5.2M Add +9.4%
GOOG Alphabet Inc. Class C 1.00% 16,137 $5.1M Add +8.4%
MSFT Microsoft Corp. 1.00% 10,454 $5.1M Add +7.1%
PFF iShares Preferred & Income S 0.69% 113,251 $3.5M Reduce -37.1%
EFA iShares MSCI Eafe ETF 0.64% 33,519 $3.2M Reduce -0.4%
GOOGL Alphabet Inc. Class A 0.63% 10,116 $3.2M Reduce -13.0%
GDX Vaneck Gold Miners ETF 0.62% 36,374 $3.1M Reduce -3.3%
ESGD iShares Trust iShares ESG Aw 0.59% 31,429 $3.0M No change
PHYS Sprott Physical Gold Trust 0.56% 86,336 $2.9M Reduce -1.4%
IJR iShares Core S&P Small-Cap E 0.56% 23,594 $2.8M Add +1.4%
IWD iShares Russell 1000 Value E 0.52% 12,515 $2.6M Reduce -7.8%
IYW iShares Ustechnology ETF 0.51% 12,873 $2.6M Reduce -2.0%
SCHG Schwab US Large-Cap Growth 0.46% 70,849 $2.3M Reduce -3.5%
HMOP Hartford Municipal Opp ETF 0.43% 55,308 $2.2M Reduce -33.3%
CAT Caterpillar Inc. 0.43% 3,767 $2.2M Add +2.7%
IWF iShares Russell 1000 Growth 0.42% 4,482 $2.1M Reduce -10.8%
JPM JPMorgan Chase & Co. 0.42% 6,577 $2.1M Add +7.7%
GRID First TRST Nasd Class Edg Sgiif 0.41% 13,526 $2.1M Reduce -3.4%
IAU iShares Gold Trust 0.39% 24,378 $2.0M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.39% 6,757 $2.0M Reduce -5.6%
VT Vanguard Tot World STK ETF 0.34% 12,205 $1.7M Reduce -3.1%
AMZN Amazon.com Inc. 0.34% 7,409 $1.7M Add +10.6%
MINT PIMCO Enhanced Short Maturit 0.33% 16,517 $1.7M Add +31.4%
FTLS First Trust Long/Short Eqty 0.31% 21,996 $1.6M Add +9.7%
IQLT iShares MSCI International Q 0.31% 34,101 $1.5M Reduce -6.2%
IXN iShares Global Tech ETF 0.28% 13,347 $1.4M Reduce -31.9%
BSJQ Invesco Bulletshares 2026 HY 0.27% 58,733 $1.4M Add +12.0%
IGV iShares Expanded Tech-Softwa 0.26% 12,655 $1.3M Reduce -4.0%
DE Deere & Co. 0.26% 2,795 $1.3M Add +7.7%
QQQ Invesco QQQ Trust Series 1 0.26% 2,116 $1.3M Add +2.8%
CEF Sprott Physical Gold and Sil 0.25% 28,080 $1.3M Reduce -0.8%
IOO iShares Global 100 ETF 0.23% 9,214 $1.2M Reduce -27.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.23% 3,847 $1.1M Add +0.0%
DFAX Dimensional World Ex US Core 0.22% 34,462 $1.1M Reduce -1.3%
FXO First Trust Financial Alphad 0.22% 18,619 $1.1M Add +0.2%
RTX RTX Corp. 0.22% 6,053 $1.1M Add +7.1%
AVGO Broadcom Inc. 0.22% 3,176 $1.1M Add +0.0%
DFAE Dimensional Emerging Core Eq 0.22% 33,663 $1.1M Add +20.1%
META Meta Platforms Inc. Class A 0.22% 1,648 $1.1M Add +24.5%
ISCF iShares International Small 0.21% 26,072 $1.1M Reduce -1.3%
SLV iShares Silver Trust 0.21% 16,208 $1.0M Reduce -0.0%
DFAI Dimensional International Co. 0.20% 26,009 $991K Add +3.0%
JNJ Johnson & Johnson 0.19% 4,739 $981K Add +9.2%
XLV SS Health Care Select Sector 0.19% 6,315 $978K Add +3.7%
FVAL Fidelity Value Factor ETF 0.19% 13,006 $940K No change
SLQD iShares 0-5 YR Inv GRD Corp. 0.16% 16,300 $826K Reduce -27.2%
DGRO iShares Core Dividend Growth 0.16% 11,649 $809K Add +1.5%
VRTX Vertex Pharmaceuticals Inc. 0.15% 1,723 $781K Reduce -21.6%
MA Mastercard Inc. Class A 0.15% 1,351 $771K Add +5.5%
IWR iShares Russell Mid-Cap ETF 0.15% 7,929 $763K Reduce -10.5%
ABBV Abbvie Inc. 0.15% 3,289 $752K No change
IBHF iShares Ibond 2026 HY & Inc. 0.15% 31,853 $735K Reduce -2.0%
NOBL Proshares S&P 500 Dividend A 0.14% 6,921 $720K Reduce -1.3%
DVY iShares Select Dividend ETF 0.14% 4,991 $704K Add +1.9%
SMH Vaneck Semiconductor ETF 0.14% 1,930 $695K Reduce -2.5%
WMT Walmart Inc. 0.14% 6,224 $693K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.14% 12,529 $689K Add +16.3%
VGT Vanguard Info Tech ETF 0.14% 910 $686K Reduce -38.3%
DFSU Dimensional US Sus CORE1 ETF 0.14% 15,786 $686K No change
SYK Stryker Corp. 0.14% 1,946 $684K Add +0.7%
EFV iShares MSCI Eafe Value ETF 0.13% 9,303 $664K Add +22.1%
PG The Procter & Gamble Co. 0.13% 4,626 $663K No change
DFUS Dimensional US Eq MKT ETF 0.13% 8,630 $640K Reduce -0.8%
FNCL Fidelity MSCI Financial Indx 0.12% 8,130 $632K Add +0.0%
IHI iShares U.S. Medical Devices 0.12% 10,138 $630K Reduce -13.9%
NFLX Netflix Inc. 0.12% 6,570 $616K No change
VTIP Vanguard Short-Term Tips 0.12% 12,018 $594K Reduce -5.0%
V Visa Inc. Class A 0.11% 1,572 $551K Add +10.6%
HD Home Depot Inc. 0.11% 1,567 $539K Add +33.1%
PEP Pepsico Inc. 0.10% 3,684 $529K Reduce -0.0%
VTES Vanguard SH Term Tax-Ex Bond 0.10% 5,063 $514K Add +13.6%
MDY State Street SPDR S&P Midcap 0.10% 848 $511K Reduce -0.2%
IJK iShares S&P Mid-Cap 400 Grow 0.10% 5,246 $508K Add +0.4%
SPSM SS SPDR P S&P 600 Small Cap 0.10% 10,680 $500K Reduce -0.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.10% 2,361 $500K Reduce -8.5%
GE General Electric filed as GE AEROSPACE 0.10% 1,608 $495K Add +15.8%
NVDA Nvidia Corp. 0.10% 2,576 $480K Reduce -2.3%
RACE Ferrari NV 0.09% 1,288 $476K No change
AGZ iShares Agency Bond ETF 0.09% 4,283 $472K Reduce -36.1%
DLS Wisdomtree Intl S/C DVD Fund 0.09% 5,731 $464K Add +81.3%
VMBS Vanguard Mortgage-Backed Sec 0.09% 9,768 $460K Reduce -54.4%
XLK SS Technology Select Sector 0.09% 3,118 $449K No change
TMO Thermo Fisher Scientific Inc. 0.09% 765 $443K No change
DHR Danaher Corp. 0.08% 1,856 $425K Add +30.4%
DFAU Dimensional US Core Equity M 0.08% 9,057 $424K Add +25.9%
UNP Union Pacific Corp. 0.08% 1,770 $409K Reduce -22.8%
HSCZ iShares Cur HDG MSCI Eafe SM 0.08% 10,148 $395K Reduce -10.0%
MCD McDonald's Corp. 0.08% 1,283 $392K No change
VB Vanguard Most SM-Cap ETF-Usd 0.08% 1,491 $385K Reduce -39.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.08% 2,489 $382K Add +0.4%
SGDM Sprott Gold Miners ETF 0.07% 5,400 $376K Reduce -1.8%
XOM Exxon Mobil Corp. 0.07% 3,108 $374K Add +5.9%
VIS Vanguard Industrials ETF 0.07% 1,244 $371K Reduce -43.0%
EW Edwards Lifesciences Corp. 0.07% 4,332 $369K Add +1.9%
CVX Chevron Corp. 0.07% 2,405 $367K Add +0.2%
CSCO Cisco Systems Inc. 0.07% 4,708 $363K Add +38.5%
VWO Vanguard Ftse Emerging Marke 0.07% 6,354 $342K New
DFAS Dimensional US Small Cap ETF 0.07% 4,734 $330K Add +3.7%
IHDG Wisdomtree International Hed 0.06% 6,415 $312K Reduce -20.8%
CBT Cabot Corp. 0.06% 4,686 $311K Reduce -0.5%
IDXX Idexx Laboratories Inc. 0.06% 457 $309K Add +1.8%
LLY Eli Lilly & Co. 0.06% 276 $297K No change
ORCL Oracle Corp. 0.06% 1,512 $295K Reduce -54.7%
NULG Nuveen ESG LRG-Cap GRW ETF 0.06% 2,996 $293K Reduce -42.4%
TSLA Tesla Inc. 0.06% 637 $286K Reduce -31.5%
EVSM Eaton Vance SHRT Dur Muni 0.06% 5,687 $286K Add +1.3%
MMM 3M Co. 0.06% 1,743 $279K No change
VOO Vanguard S&P 500 ETF 0.05% 442 $277K Reduce -1.1%
CP Canadian Pacific Kansas City 0.05% 3,676 $271K No change
REGL Prshrs S&P Mid 400 DVD Arist 0.05% 3,152 $265K Reduce -16.4%
OS Onestream Inc. 0.05% 13,436 $247K Reduce -60.7%
QUS SS SPDR MSCI U Stratfact ETF 0.05% 1,409 $245K No change
RWJ Invesco S&P Smallcap 600 0.05% 5,030 $245K Reduce -14.7%
ADBE Adobe Inc. 0.05% 700 $245K No change
PLTR Palantir Technologies Inc. Class A 0.05% 1,360 $242K Reduce -44.4%
VXUS Vanguard Total Intl Stock 0.05% 3,130 $236K Reduce -3.6%
MRK Merck & Co. Inc. 0.05% 2,227 $234K New
VOX Vanguard Communication Servi 0.05% 1,210 $234K Reduce -33.2%
COST Costco Wholesale Corp. 0.05% 271 $233K Add +8.0%
RSPU Invesco S&P 500 Equal Weight 0.05% 3,088 $231K New
FUTY Fidelity MSCI US Utilities 0.05% 4,162 $230K New
PSLV Sprott Physical Silver Trust 0.04% 9,400 $222K New
CARR Carrier Global Corp. 0.04% 4,195 $222K Add +6.3%
CI The Cigna Group 0.04% 788 $217K Add +5.5%
SUSA iShares ESG Optimized MSCI U 0.04% 1,551 $216K No change
IONS Ionis Pharmaceuticals Inc. 0.04% 2,700 $214K New
LIN Linde PLC 0.04% 500 $213K No change
IGM iShares Expanded Tech Sector 0.04% 1,621 $209K No change
SCZ iShares MSCI Eafe Small-Cap 0.04% 2,672 $207K No change
TSM Taiwan Semiconductor-SP ADR 0.04% 677 $206K New
GEV GE Vernova Inc. 0.04% 309 $202K New
NUDV Nuveen ESG Dividend ETF 0.04% 6,738 $201K New
BPRE Bluerock Private Real Estate 0.04% 12,802 $192K New

Portfolio Sells Q3 2025 → Q4 2025
IEFA iShares Core MSCI Eafe ETF Reduce -2.0% 6.00% −0.97
VYM Vanguard High DVD Yield ETF Reduce -1.0% 4.86% −0.76
PFF iShares Preferred & Income S Reduce -37.1% 0.69% −0.62
BSJP Invesco Bulletshares 2025 HY Sold out 0.00% −0.58
AAPL Apple Inc. Reduce -4.5% 4.00% −0.58
SPY SS SPDR S&P 500 ETF Trust-US Reduce -8.5% 1.86% −0.46
BRK.B Berkshire Hathaway Inc. Class B Reduce -10.9% 1.44% −0.45
IVV iShares Core S&P 500 ETF Reduce -1.5% 2.21% −0.35
BRK.A Berkshire Hathaway Inc. Class A Reduce -12.5% 1.04% −0.35
HMOP Hartford Municipal Opp ETF Reduce -33.3% 0.43% −0.32
VIG Vanguard Dividend Apprec ETF Reduce -4.6% 1.45% −0.29
DFAC Dimensional US Core Equity 2 Reduce -4.3% 1.30% −0.24
SCHX Schwab US Large-Cap ETF Reduce -3.5% 1.11% −0.20
VTI VG Morningstar TS MKT ETF-US Reduce -0.5% 1.33% −0.20
IXN iShares Global Tech ETF Reduce -31.9% 0.28% −0.19
VUG Vanguard Mrngstar GR ETF-Sui Sold out 0.00% −0.19
SPDW Ste STR SPDR PT DW Eu ETF Reduce -3.1% 1.09% −0.17
ORCL Oracle Corp. Reduce -54.7% 0.06% −0.16
VMBS Vanguard Mortgage-Backed Sec Reduce -54.4% 0.09% −0.14
LVHI Franklin International Low V Reduce -0.2% 1.21% −0.12
IWF iShares Russell 1000 Growth Reduce -10.8% 0.42% −0.12
IOO iShares Global 100 ETF Reduce -27.9% 0.23% −0.12
VGT Vanguard Info Tech ETF Reduce -38.3% 0.14% −0.12
IWD iShares Russell 1000 Value E Reduce -7.8% 0.52% −0.12
SLQD iShares 0-5 YR Inv GRD Corp. Reduce -27.2% 0.16% −0.10
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -5.6% 0.39% −0.10
OS Onestream Inc. Reduce -60.7% 0.05% −0.10
VTV Vanguard Mrngstr Val ETF-Aui Sold out 0.00% −0.09
EFA iShares MSCI Eafe ETF Reduce -0.4% 0.64% −0.09
IGV iShares Expanded Tech-Softwa Reduce -4.0% 0.26% −0.09
IYW iShares Ustechnology ETF Reduce -2.0% 0.51% −0.08
SCHG Schwab US Large-Cap Growth Reduce -3.5% 0.46% −0.08
GRID First TRST Nasd Class Edg Sgiif Reduce -3.4% 0.41% −0.08
AGZ iShares Agency Bond ETF Reduce -36.1% 0.09% −0.08
GLD SPDR Gold Shares Reduce -1.4% 1.24% −0.08
VIS Vanguard Industrials ETF Reduce -43.0% 0.07% −0.08
VB Vanguard Most SM-Cap ETF-Usd Reduce -39.0% 0.08% −0.07
IQLT iShares MSCI International Q Reduce -6.2% 0.31% −0.06
UPS United Parcel Service Class B Sold out 0.00% −0.06
NULG Nuveen ESG LRG-Cap GRW ETF Reduce -42.4% 0.06% −0.06
VT Vanguard Tot World STK ETF Reduce -3.1% 0.34% −0.06
IBDR iShares Ibonds Dec 2026 Term Sold out 0.00% −0.06
IBDQ iShares Ibonds Dec 2025 Term Sold out 0.00% −0.06
PLTR Palantir Technologies Inc. Class A Reduce -44.4% 0.05% −0.06
IBDS Ishrs Ibnds Dec 27 Corp. ETF Sold out 0.00% −0.05
PHO Invesco Water Resources ETF Sold out 0.00% −0.05
IWR iShares Russell Mid-Cap ETF Reduce -10.5% 0.15% −0.05
GDX Vaneck Gold Miners ETF Reduce -3.3% 0.62% −0.05
VRTX Vertex Pharmaceuticals Inc. Reduce -21.6% 0.15% −0.04
UNP Union Pacific Corp. Reduce -22.8% 0.08% −0.04

Portfolio Buys Q3 2025 → Q4 2025
AKRE Akre Focus ETF New 10.48% +10.48
BIL SS SPDR BB 1-3M T-Bill ETF Add +516.2% 3.06% +2.48
GOOG Alphabet Inc. Class C Add +8.4% 1.00% +0.17
VWO Vanguard Ftse Emerging Marke New 0.07% +0.07
MRK Merck & Co. Inc. New 0.05% +0.05
RSPU Invesco S&P 500 Equal Weight New 0.05% +0.05
FUTY Fidelity MSCI US Utilities New 0.05% +0.05
PSLV Sprott Physical Silver Trust New 0.04% +0.04
IONS Ionis Pharmaceuticals Inc. New 0.04% +0.04
TSM Taiwan Semiconductor-SP ADR New 0.04% +0.04
GEV GE Vernova Inc. New 0.04% +0.04
NUDV Nuveen ESG Dividend ETF New 0.04% +0.04
BPRE Bluerock Private Real Estate New 0.04% +0.04
MINT PIMCO Enhanced Short Maturit Add +31.4% 0.33% +0.04
DLS Wisdomtree Intl S/C DVD Fund Add +81.3% 0.09% +0.03
CAT Caterpillar Inc. Add +2.7% 0.43% +0.02
DHR Danaher Corp. Add +30.4% 0.08% +0.02
CSCO Cisco Systems Inc. Add +38.5% 0.07% +0.02
DFAE Dimensional Emerging Core Eq Add +20.1% 0.22% +0.01
EFV iShares MSCI Eafe Value ETF Add +22.1% 0.13% +0.01
JNJ Johnson & Johnson Add +9.2% 0.19% +0.01
BAC Bank of America Corp. Add +16.3% 0.14% +0.01
DFAU Dimensional US Core Equity M Add +25.9% 0.08% +0.01
GE General Electric Add +15.8% 0.10% +0.00
RTX RTX Corp. Add +7.1% 0.22% +0.00
AMZN Amazon.com Inc. Add +10.6% 0.34% −0.00
XLV SS Health Care Select Sector Add +3.7% 0.19% −0.00
XOM Exxon Mobil Corp. Add +5.9% 0.07% −0.00
V Visa Inc. Class A Add +10.6% 0.11% −0.00
VTES Vanguard SH Term Tax-Ex Bond Add +13.6% 0.10% −0.00
EW Edwards Lifesciences Corp. Add +1.9% 0.07% −0.00
HD Home Depot Inc. Add +33.1% 0.11% −0.00
IDXX Idexx Laboratories Inc. Add +1.8% 0.06% −0.01
CI The Cigna Group Add +5.5% 0.04% −0.01
DFAS Dimensional US Small Cap ETF Add +3.7% 0.07% −0.01
TJX TJX Companies Inc. Add +0.4% 0.08% −0.01
COST Costco Wholesale Corp. Add +8.0% 0.05% −0.01
EVSM Eaton Vance SHRT Dur Muni Add +1.3% 0.06% −0.01
META Meta Platforms Inc. Class A Add +24.5% 0.22% −0.01
CARR Carrier Global Corp. Add +6.3% 0.04% −0.01
BSJQ Invesco Bulletshares 2026 HY Add +12.0% 0.27% −0.01
CVX Chevron Corp. Add +0.2% 0.07% −0.01
FTLS First Trust Long/Short Eqty Add +9.7% 0.31% −0.01
IJK iShares S&P Mid-Cap 400 Grow Add +0.4% 0.10% −0.02
MA Mastercard Inc. Class A Add +5.5% 0.15% −0.02
DFAI Dimensional International Co. Add +3.0% 0.20% −0.02
DE Deere & Co. Add +7.7% 0.26% −0.02
FNCL Fidelity MSCI Financial Indx Add +0.0% 0.12% −0.02
DGRO iShares Core Dividend Growth Add +1.5% 0.16% −0.02
DVY iShares Select Dividend ETF Add +1.9% 0.14% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 152$489.1MAKRE, FPEI, VEA, RSP, IEFA
Q1 2026 150$483.5MAKRE, FPEI, VCSH, VEA, RSP
Q4 2025 156$505.9MAKRE, VEA, FPEI, VCSH, IEFA
Q3 2025 153$433.6MVEA, FPEI, IEFA, VCSH, VYM
Q2 2025 134$359.8MPFF, IEFA, VEA, VCSH, VYM
Q1 2025 144$340.1MIEFA, PFF, VCSH, VYM, VEA
Q4 2024 135$323.7MIEFA, AAPL, PFF, VYM, VCSH
Q3 2024 107$281.4MIEFA, PFF, VYM, AAPL, VCSH
Q2 2024 81$218.1MPFF, VYM, VCSH, IEFA, AAPL
Q1 2024 82$210.5MVYM, PFF, VCSH, IEFA, AAPL