Monument Capital Management

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 22, 2024), Monument Capital Management reported 178 stock positions worth $339.9 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 8.3% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 4.9%) and Invesco QQQ Trust Series 1 (QQQ, 4.4%). Compared with Q1 2024, it opened 15 new positions, sold out of 24, added to 65 and reduced 85. The biggest buy was iShares Core S&P Total U.S. (ITOT, shares +21%) and the biggest sale Builders Firstsource (BLDR, shares −91%).

Most Recent 13F
Q2 2026
Location
ALEXANDRIA, VA
CIK
0001729428
Portfolio Value
$339.9M (Q2 2024)
SEC Filing
0001729428-24-000003 ↗ filed Jul 22, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $347.0M Q1 2024 Q2 2024: $339.9M $339.9M Q2 2024 Q3 2024: $361.6M Q3 2024 Q4 2024: $362.6M Q4 2024 Q1 2025: $325.3M Q1 2025 Q2 2025: $383.9M Q2 2025 Q3 2025: $400.0M Q3 2025 Q4 2025: $402.0M Q4 2025 Q1 2026: $399.1M Q1 2026 Q2 2026: $497.2M Q2 2026

Holdings 178 stocks · $339.9M
ITOT iShares Core S&P Total U.S. 8.35% 238,879 $28.4M Add +20.6%
VEA Vanguard Ftse Developed ETF 4.89% 336,234 $16.6M Add +22.3%
QQQ Invesco QQQ Trust Series 1 4.40% 31,204 $15.0M Add +18.4%
MSFT Microsoft Corp. 4.01% 30,510 $13.6M Reduce -1.1%
RSPT Invesco S&P 500 Equal Weight 1.97% 182,666 $6.7M Add +20.1%
AAPL Apple Inc. 1.96% 31,700 $6.7M Reduce -3.3%
USHY iShares Broad Usd High Yield 1.83% 171,251 $6.2M Reduce -34.1%
EMB iShares JP Morgan Usd Emergi 1.82% 69,868 $6.2M Reduce -13.2%
VCIT Vanguard Int-Term Corporate 1.74% 73,879 $5.9M Add +24.2%
BIL SS SPDR BB 1-3M T-Bill ETF 1.70% 62,954 $5.8M New
XLC SS Comm Select Sector SPDR 1.47% 58,529 $5.0M Add +30.9%
CAT Caterpillar Inc. 1.45% 14,776 $4.9M Reduce -2.4%
FXO First Trust Financial Alphad 1.44% 105,547 $4.9M Add +29.7%
MUSA Murphy USA Inc. 1.44% 10,407 $4.9M Reduce -1.8%
FXR First Trust Indst/Producers 1.40% 69,847 $4.8M Add +29.1%
XLB SS Materials Select Sector 1.39% 53,547 $4.7M New
PHM Pultegroup Inc. 1.36% 41,903 $4.6M Reduce -0.8%
AVGO Broadcom Inc. 1.33% 2,826 $4.5M Reduce -5.2%
GWW WW Grainger Inc. filed as GRAINGER W W INC 1.29% 4,851 $4.4M Reduce -1.5%
COKE Coca-Cola Consolidated Inc. 1.27% 3,992 $4.3M Add +3.4%
EME Emcor Group Inc. 1.27% 11,862 $4.3M Reduce -2.8%
GOOGL Alphabet Inc. Class A 1.27% 23,688 $4.3M Add +5.8%
WSM Williams-Sonoma Inc. 1.19% 14,370 $4.1M Add +0.3%
SMCI Super Micro Computer Inc. 1.12% 4,638 $3.8M Reduce -1.3%
PG The Procter & Gamble Co. 1.07% 22,085 $3.6M Reduce -0.1%
EVR Evercore Inc. Class A 1.06% 17,269 $3.6M Reduce -1.0%
AMAT Applied Materials Inc. 1.02% 14,660 $3.5M Add +655.3%
PCAR Paccar Inc. 0.98% 32,317 $3.3M Add +0.7%
BKNG Booking Holdings Inc. 0.97% 829 $3.3M Add +7.4%
QCOM Qualcomm Inc. 0.94% 16,026 $3.2M Add +391.4%
MPC Marathon Petroleum Corp. 0.93% 18,210 $3.2M Add +3.4%
HUBB Hubbell Inc. 0.91% 8,462 $3.1M Reduce -0.5%
CASY Casey's General Stores Inc. 0.91% 8,076 $3.1M Add +3.3%
MTG Mgic Investment Corp. 0.90% 141,405 $3.0M Add +0.4%
DECK Deckers Outdoor Corp. 0.89% 3,136 $3.0M Add +3.5%
CLH Clean Harbors Inc. 0.89% 13,311 $3.0M Add +2.7%
URI United Rentals Inc. 0.87% 4,576 $3.0M Add +1.9%
JPM JPMorgan Chase & Co. 0.85% 14,332 $2.9M Add +15.0%
BMI Badger Meter Inc. 0.85% 15,448 $2.9M Add +2.3%
HRB H&R Block Inc. filed as BLOCK H & R INC 0.83% 52,139 $2.8M Add +3.1%
PGR Progressive Corp. 0.82% 13,469 $2.8M Add +1.3%
PSX Phillips 66 0.81% 19,549 $2.8M Add +0.5%
RS Reliance Inc. 0.79% 9,406 $2.7M Add +0.7%
RGA Reinsurance Group of America 0.79% 13,009 $2.7M Add +1.7%
DHI D.R. Horton Inc. 0.78% 18,852 $2.7M Add +0.7%
LPLA LPL Financial Holdings Inc. 0.77% 9,409 $2.6M Add +2.8%
BLD Topbuild Corp. 0.77% 6,808 $2.6M Add +6.2%
LLY Eli Lilly & Co. 0.76% 2,842 $2.6M Reduce -2.5%
RL Ralph Lauren Corp. 0.76% 14,660 $2.6M Add +2.6%
EXP Eagle Materials Inc. 0.75% 11,740 $2.6M Add +0.9%
CBT Cabot Corp. 0.74% 27,468 $2.5M Add +1.4%
LOPE Grand Canyon Education Inc. 0.73% 17,825 $2.5M Add +5.6%
JBL Jabil Inc. 0.70% 21,855 $2.4M Add +4.1%
NTAP Netapp Inc. 0.69% 18,114 $2.3M New
GAP The Gap Inc. 0.68% 97,121 $2.3M New
RSP Invesco S&P 500 Equal Weight 0.67% 13,890 $2.3M Reduce -4.5%
NVDA Nvidia Corp. 0.67% 18,453 $2.3M Reduce -0.4%
WOR Worthington Enterprises Inc. 0.64% 46,257 $2.2M Reduce -0.1%
NRG NRG Energy Inc. 0.62% 26,955 $2.1M New
FCFS Firstcash Holdings Inc. 0.61% 19,651 $2.1M Add +2.3%
VTI VG Morningstar TS MKT ETF-US 0.60% 7,604 $2.0M No change
WMT Walmart Inc. 0.55% 27,555 $1.9M Reduce -1.7%
XOM Exxon Mobil Corp. 0.53% 15,775 $1.8M Add +20.4%
HD Home Depot Inc. 0.52% 5,159 $1.8M Reduce -6.2%
V Visa Inc. Class A 0.48% 6,153 $1.6M Reduce -0.9%
PWR Quanta Services Inc. 0.46% 6,184 $1.6M No change
FTSM First Trust Enh Short Mat FD 0.43% 24,639 $1.5M Reduce -1.9%
AMZN Amazon.com Inc. 0.41% 7,144 $1.4M Add +1.1%
WM Waste Management Inc. 0.34% 5,396 $1.2M Reduce -1.0%
ABBV Abbvie Inc. 0.33% 6,557 $1.1M Add +1.3%
JEPI JPMorgan Equity Premium Inco 0.33% 19,836 $1.1M New
KO The Coca-Cola Co. 0.32% 17,233 $1.1M Add +14.7%
MRK Merck & Co. Inc. 0.31% 8,608 $1.1M Reduce -1.8%
SNPS Synopsys Inc. 0.31% 1,774 $1.1M Reduce -5.6%
MCK McKesson Corp. 0.29% 1,696 $991K Reduce -0.5%
CVX Chevron Corp. 0.29% 6,319 $988K Reduce -7.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.28% 1,768 $962K Reduce -84.9%
ORCL Oracle Corp. 0.28% 6,725 $950K Reduce -4.4%
UNH Unitedhealth Group Inc. 0.28% 1,863 $949K Reduce -11.5%
SCI Service Corp. International 0.27% 13,061 $929K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.27% 8,282 $912K Reduce -2.2%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.26% 9,694 $869K Reduce -1.2%
TFC Truist Financial Corp. 0.25% 22,304 $867K No change
MA Mastercard Inc. Class A 0.24% 1,831 $808K Reduce -4.5%
SPG Simon Property Group Inc. 0.23% 5,218 $792K Add +2.9%
ETN Eaton Corp. PLC 0.22% 2,415 $757K No change
NUE Nucor Corp. 0.22% 4,705 $744K Reduce -1.6%
FTRI First Trust Indxx Global Nat 0.22% 57,005 $739K Reduce -1.2%
COST Costco Wholesale Corp. 0.20% 801 $681K Add +9.3%
GOOG Alphabet Inc. Class C 0.20% 3,673 $674K Add +4.4%
DELL Dell Technologies -C 0.19% 4,786 $660K Add +0.9%
AMGN Amgen Inc. 0.19% 2,059 $643K Reduce -4.7%
ACGL Arch Capital Group Ltd. 0.19% 6,299 $636K No change
PIZ Invesco Dorsey Wright Develo 0.19% 17,666 $631K Reduce -8.9%
ORLY O'reilly Automotive Inc. 0.18% 591 $624K Reduce -1.8%
FICO Fair Isaac Corp. 0.18% 407 $606K Reduce -0.5%
LMT Lockheed Martin Corp. 0.17% 1,264 $590K Reduce -4.1%
WFC Wells Fargo & Co. 0.17% 9,902 $588K Add +0.4%
ARCC Ares Capital Corp. 0.17% 28,047 $585K Reduce -0.7%
CSCO Cisco Systems Inc. 0.17% 12,159 $578K Reduce -45.3%
OMC Omnicom Group 0.16% 6,164 $553K Reduce -0.9%
IUSG iShares Core S&P U.S. Growth 0.16% 4,326 $551K Reduce -86.7%
VT Vanguard Tot World STK ETF 0.16% 4,831 $544K Reduce -11.1%
MCD McDonald's Corp. 0.15% 2,000 $510K Reduce -37.7%
RSPS Invesco S&P 500 Equal Weight 0.15% 16,405 $502K Reduce -23.9%
SILA Sila Realty Trust Inc. 0.15% 23,550 $499K New
ED Consolidated Edison Inc. 0.14% 5,372 $480K Add +0.1%
TMO Thermo Fisher Scientific Inc. 0.14% 867 $479K Add +1.6%
IT Gartner Inc. 0.14% 1,055 $474K Add +1.3%
TXN Texas Instruments Inc. 0.14% 2,384 $464K Add +16.1%
ITW Illinois Tool Works 0.14% 1,942 $460K Reduce -5.2%
WELL Welltower Inc. 0.14% 4,411 $460K Reduce -5.6%
GE General Electric filed as GE AEROSPACE 0.13% 2,803 $446K Add +8.6%
CAH Cardinal Health Inc. 0.13% 4,462 $439K Reduce -4.1%
RLGT Radiant Logistics Inc. 0.13% 76,500 $435K No change
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.13% 2,595 $431K No change
ESRT Empire State Realty Trust-A 0.13% 45,843 $430K Reduce -1.6%
VLO Valero Energy Corp. 0.13% 2,721 $427K Add +0.3%
PEP Pepsico Inc. 0.12% 2,522 $416K Add +9.7%
META Meta Platforms Inc. Class A 0.12% 819 $413K Reduce -1.9%
SKT Tanger Inc. 0.12% 14,890 $404K Reduce -2.2%
BXSL Blackstone Secured Lending F 0.12% 13,116 $402K Reduce -1.9%
KLAC KLA Corp. 0.12% 480 $396K Reduce -0.8%
AZO AutoZone Inc. 0.12% 133 $394K Reduce -2.2%
UPS United Parcel Service Class B 0.11% 2,802 $383K Reduce -34.1%
HTGC Hercules Capital Inc. 0.11% 18,418 $377K Reduce -3.2%
BRK.B Berkshire Hathaway Inc. Class B 0.11% 913 $371K No change
COR Cencora Inc. 0.11% 1,607 $362K Add +1.5%
DFAC Dimensional US Core Equity 2 0.10% 11,012 $355K No change
RCL Royal Caribbean Cruises Ltd. 0.10% 2,197 $350K Add +21.9%
AFL Aflac Inc. 0.10% 3,827 $342K Reduce -2.5%
BLDR Builders Firstsource Inc. 0.10% 2,458 $340K Reduce -90.7%
LRCX Lam Research Corp. 0.10% 317 $338K Add +4.3%
IWF iShares Russell 1000 Growth 0.10% 917 $334K No change
GILD Gilead Sciences Inc. 0.10% 4,867 $334K Reduce -49.8%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.10% 845 $331K Reduce -37.2%
DOW Dow Inc. 0.10% 6,227 $330K Reduce -9.6%
SLG SL Green Realty Corp. 0.10% 5,777 $327K Reduce -1.4%
PKG Packaging Corp. of America 0.10% 1,777 $324K Reduce -1.7%
LAMR Lamar Advertising Co. Class A 0.09% 2,658 $318K New
LOW Lowe's Cos Inc. 0.09% 1,418 $313K Reduce -12.5%
CTRE Caretrust REIT Inc. 0.09% 12,310 $309K New
LYB Lyondellbasell Indu Class A 0.09% 3,226 $309K Reduce -4.0%
DDS Dillards Inc. Class A 0.09% 690 $304K Add +14.8%
AIG American International Group 0.09% 3,927 $292K Reduce -1.9%
STLD Steel Dynamics Inc. 0.09% 2,244 $291K Reduce -0.8%
VGR Vector Group Ltd. 0.08% 26,866 $284K Add +51.3%
ELV Elevance Health Inc. 0.08% 524 $284K Add +2.1%
ADP Automatic Data Processing 0.08% 1,096 $262K Add +1.8%
TRV The Travelers Cos Inc. 0.08% 1,271 $259K Reduce -6.8%
TT Trane Technologies PLC 0.08% 784 $258K Reduce -1.1%
PH Parker Hannifin Corp. 0.07% 502 $254K Reduce -1.0%
C Citigroup Inc. 0.07% 3,997 $254K New
NXPI NXP Semiconductors NV 0.07% 895 $241K New
BSX Boston Scientific Corp. 0.07% 3,101 $239K Add +1.4%
MUR Murphy Oil Corp. 0.07% 5,716 $236K Add +29.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 5,908 $235K New
HP Helmerich & Payne 0.07% 6,428 $232K New
IWD iShares Russell 1000 Value E 0.07% 1,331 $232K No change
AXP American Express Co. 0.07% 997 $231K Add +3.2%
HON Honeywell International Inc. 0.07% 1,078 $230K Reduce -11.5%
ABT Abbott Laboratories 0.07% 2,202 $229K Reduce -15.1%
CTAS Cintas Corp. 0.07% 316 $221K Reduce -2.8%
SYK Stryker Corp. 0.06% 645 $219K Reduce -1.4%
UNP Union Pacific Corp. 0.06% 966 $219K Reduce -18.5%
EOG EOG Resources Inc. 0.06% 1,677 $211K Reduce -2.6%
LEN Lennar Corp. Class A 0.06% 1,408 $211K Reduce -1.9%
FBP First Bancorp Puerto Rico 0.06% 11,317 $207K New
CI The Cigna Group 0.06% 625 $207K Add +2.5%
XVV iShares ESG Select Screened 0.06% 4,910 $206K Reduce -13.0%
COP Conocophillips 0.06% 1,796 $205K Reduce -91.7%
MAR Marriott International Class A 0.06% 849 $205K Reduce -5.3%
EMR Emerson Electric Co. 0.06% 1,863 $205K Reduce -6.4%
NVR NVR Inc. 0.06% 27 $205K Add +3.9%
KTB Kontoor Brands Inc. 0.06% 3,067 $203K New
ROST Ross Stores Inc. 0.06% 1,392 $202K Reduce -23.5%
CBOE Cboe Global Markets Inc. 0.06% 1,186 $202K Reduce -0.8%
NOTVQ Inotiv Inc. 0.02% 32,421 $54K No change

Portfolio Sells Q1 2024 → Q2 2024
BLDR Builders Firstsource Inc. Reduce -90.7% 0.10% −1.48
SPY SS SPDR S&P 500 ETF Trust-US Reduce -84.9% 0.28% −1.48
FXD First Trust Consumer Discret Sold out 0.00% −1.12
IEFA iShares Core MSCI Eafe ETF Sold out 0.00% −0.96
IUSV iShares Core S&P U.S. Value Sold out 0.00% −0.96
IUSG iShares Core S&P U.S. Growth Reduce -86.7% 0.16% −0.93
USHY iShares Broad Usd High Yield Reduce -34.1% 1.83% −0.91
LECO Lincoln Electric Holdings Sold out 0.00% −0.88
SNA Snap-on Inc. Sold out 0.00% −0.74
COP Conocophillips Reduce -91.7% 0.06% −0.73
PAG Penske Automotive Group Inc. Sold out 0.00% −0.72
ACN Accenture PLC Class A Sold out 0.00% −0.40
IEMG iShares Core MSCI Emerging Sold out 0.00% −0.38
PFF iShares Preferred & Income S Sold out 0.00% −0.34
BNDX Vanguard Total Intl Bond ETF Sold out 0.00% −0.29
TLT iShares 20+ Year Treasury BD Sold out 0.00% −0.29
EMB iShares JP Morgan Usd Emergi Reduce -13.2% 1.82% −0.26
SMCI Super Micro Computer Inc. Reduce -1.3% 1.12% −0.25
WOR Worthington Enterprises Inc. Reduce -0.1% 0.64% −0.19
IJR iShares Core S&P Small-Cap E Sold out 0.00% −0.17
GWW WW Grainger Inc. Reduce -1.5% 1.29% −0.16
CAT Caterpillar Inc. Reduce -2.4% 1.45% −0.15
CSCO Cisco Systems Inc. Reduce -45.3% 0.17% −0.15
MAC The Macerich Co. Sold out 0.00% −0.12
SBUX Starbucks Corp. Sold out 0.00% −0.12
MCD McDonald's Corp. Reduce -37.7% 0.15% −0.11
PHM Pultegroup Inc. Reduce -0.8% 1.36% −0.11
HUBB Hubbell Inc. Reduce -0.5% 0.91% −0.11
GILD Gilead Sciences Inc. Reduce -49.8% 0.10% −0.11
RHP Ryman Hospitality Properties Sold out 0.00% −0.10
ADBE Adobe Inc. Sold out 0.00% −0.09
HD Home Depot Inc. Reduce -6.2% 0.52% −0.09
GPC Genuine Parts Co. Sold out 0.00% −0.08
JNJ Johnson & Johnson Sold out 0.00% −0.07
UPS United Parcel Service Class B Reduce -34.1% 0.11% −0.07
BCC Boise Cascade Co. Sold out 0.00% −0.07
M D C HLDGS INC Sold out 0.00% −0.06
CVS CVS Health Corp. Sold out 0.00% −0.06
PAYX Paychex Inc. Sold out 0.00% −0.06
YUM Yum! Brands Inc. Sold out 0.00% −0.06
WPC WP Carey Inc. Sold out 0.00% −0.06
RSPS Invesco S&P 500 Equal Weight Reduce -23.9% 0.15% −0.06
DIA SS SPDR Dow Jones Indus Avg Reduce -37.2% 0.10% −0.06
NUE Nucor Corp. Reduce -1.6% 0.22% −0.05
RSP Invesco S&P 500 Equal Weight Reduce -4.5% 0.67% −0.04
MA Mastercard Inc. Class A Reduce -4.5% 0.24% −0.03
LOW Lowe's Cos Inc. Reduce -12.5% 0.09% −0.03
V Visa Inc. Class A Reduce -0.9% 0.48% −0.02
ITW Illinois Tool Works Reduce -5.2% 0.14% −0.02
UNH Unitedhealth Group Inc. Reduce -11.5% 0.28% −0.02

Portfolio Buys Q1 2024 → Q2 2024
ITOT iShares Core S&P Total U.S. Add +20.6% 8.35% +1.77
BIL SS SPDR BB 1-3M T-Bill ETF New 1.70% +1.70
XLB SS Materials Select Sector New 1.39% +1.39
QQQ Invesco QQQ Trust Series 1 Add +18.4% 4.40% +1.02
VEA Vanguard Ftse Developed ETF Add +22.3% 4.89% +0.91
AMAT Applied Materials Inc. Add +655.3% 1.02% +0.90
QCOM Qualcomm Inc. Add +391.4% 0.94% +0.78
NTAP Netapp Inc. New 0.69% +0.69
GAP The Gap Inc. New 0.68% +0.68
NRG NRG Energy Inc. New 0.62% +0.62
RSPT Invesco S&P 500 Equal Weight Add +20.1% 1.97% +0.43
XLC SS Comm Select Sector SPDR Add +30.9% 1.47% +0.42
VCIT Vanguard Int-Term Corporate Add +24.2% 1.74% +0.36
COKE Coca-Cola Consolidated Inc. Add +3.4% 1.27% +0.33
JEPI JPMorgan Equity Premium Inco New 0.33% +0.33
FXO First Trust Financial Alphad Add +29.7% 1.44% +0.32
GOOGL Alphabet Inc. Class A Add +5.8% 1.27% +0.30
FXR First Trust Indst/Producers Add +29.1% 1.40% +0.26
CASY Casey's General Stores Inc. Add +3.3% 0.91% +0.19
BKNG Booking Holdings Inc. Add +7.4% 0.97% +0.16
SILA Sila Realty Trust Inc. New 0.15% +0.15
BMI Badger Meter Inc. Add +2.3% 0.85% +0.14
CLH Clean Harbors Inc. Add +2.7% 0.89% +0.13
JPM JPMorgan Chase & Co. Add +15.0% 0.85% +0.13
HRB H&R Block Inc. Add +3.1% 0.83% +0.12
XOM Exxon Mobil Corp. Add +20.4% 0.53% +0.10
LAMR Lamar Advertising Co. Class A New 0.09% +0.09
CTRE Caretrust REIT Inc. New 0.09% +0.09
LPLA LPL Financial Holdings Inc. Add +2.8% 0.77% +0.08
RGA Reinsurance Group of America Add +1.7% 0.79% +0.07
C Citigroup Inc. New 0.07% +0.07
DECK Deckers Outdoor Corp. Add +3.5% 0.89% +0.07
LOPE Grand Canyon Education Inc. Add +5.6% 0.73% +0.07
NXPI NXP Semiconductors NV New 0.07% +0.07
BAC Bank of America Corp. New 0.07% +0.07
HP Helmerich & Payne New 0.07% +0.07
FBP First Bancorp Puerto Rico New 0.06% +0.06
KTB Kontoor Brands Inc. New 0.06% +0.06
KO The Coca-Cola Co. Add +14.7% 0.32% +0.06
COST Costco Wholesale Corp. Add +9.3% 0.20% +0.05
GOOG Alphabet Inc. Class C Add +4.4% 0.20% +0.04
AMZN Amazon.com Inc. Add +1.1% 0.41% +0.04
DELL Dell Technologies -C Add +0.9% 0.19% +0.04
TXN Texas Instruments Inc. Add +16.1% 0.14% +0.03
PGR Progressive Corp. Add +1.3% 0.82% +0.03
RCL Royal Caribbean Cruises Ltd. Add +21.9% 0.10% +0.03
VGR Vector Group Ltd. Add +51.3% 0.08% +0.03
CBT Cabot Corp. Add +1.4% 0.74% +0.02
LRCX Lam Research Corp. Add +4.3% 0.10% +0.01
MUR Murphy Oil Corp. Add +29.2% 0.07% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 262$497.2MCAT, MSFT, FIX, IWF, AAPL
Q1 2026 217$399.1MMSFT, CAT, AAPL, ITOT, FIX
Q4 2025 220$402.0MMSFT, AAPL, ITOT, CAT, IWF
Q3 2025 226$400.0MMSFT, ITOT, AAPL, IWF, EME
Q2 2025 219$383.9MMSFT, ITOT, IWF, IWP, IWB
Q1 2025 193$325.3MMSFT, ITOT, AAPL, IWF, IWB
Q4 2024 198$362.6MITOT, VEA, QQQ, MSFT, AAPL
Q3 2024 194$361.6MITOT, VEA, QQQ, MSFT, AAPL
Q2 2024 178$339.9MITOT, VEA, QQQ, MSFT, RSPT
Q1 2024 187$347.0MITOT, VEA, MSFT, QQQ, USHY