Narus Financial Partners, LLC

Name: Narus Financial Partners, LLC 13F holdings, Q3 2024
Creator: Narus Financial Partners, LLC
Published: 2024-10-18

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q1 2024

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 18, 2024), Narus Financial Partners, LLC reported 149 stock positions worth $278.9 million. Its top holding was Walmart (WMT) at 42.8% of the portfolio, followed by SPDR Gold Shares (GLD, 1.8%) and Vanguard Ftse Developed ETF (VEA, 1.7%). Compared with Q2 2024, it opened 14 new positions, sold out of 7, added to 64 and reduced 54. The biggest buy was JPMorgan Income ETF (JPIE, shares +57%) and the biggest sale Schwab Amt Tax FR MNY-Ultra (SCTXX, shares −38%).

Most Recent 13F: Q2 2026
Location: SALT LAKE CITY, UT
CIK: 0001698091
Portfolio Value: $278.9M (Q3 2024)
SEC Filing: 0001698091-24-000009 ↗ filed Oct 18, 2024

Holdings Value

Holdings 149 stocks · $278.9M


WMT Walmart Inc.	42.83%	1,479,426	$119.5M	Reduce -0.1%
GLD SPDR Gold Shares	1.76%	20,233	$4.9M	Reduce -0.8%
VEA Vanguard Ftse Developed ETF	1.70%	89,865	$4.7M	Reduce -1.5%
XLK SS Technology Select Sector	1.64%	20,307	$4.6M	Reduce -8.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd	1.60%	16,958	$4.5M	Add +11.3%
AAPL Apple Inc.	1.46%	17,536	$4.1M	Reduce -2.7%
BND Vanguard Total Bond Market	1.44%	53,646	$4.0M	Add +10.1%
VTI VG Morningstar TS MKT ETF-US	1.43%	14,117	$4.0M	Reduce -0.3%
NVDA Nvidia Corp.	1.32%	30,216	$3.7M	Add +0.5%
VB Vanguard Most SM-Cap ETF-Usd	1.29%	15,153	$3.6M	Add +7.9%
JPST JPMorgan Ultra-Short Income	1.25%	68,545	$3.5M	Reduce -6.0%
SCZ iShares MSCI Eafe Small-Cap	1.14%	46,957	$3.2M	Add +7.9%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F	1.12%	61,078	$3.1M	Add +0.7%
SPTI SS SPDR P Int Term TSY ETF	1.05%	100,977	$2.9M	Add +5.0%
PSCT Invesco S&P Smallcap Informa	1.05%	61,137	$2.9M	Add +9.3%
VCSH Vanguard S/T Corp. Bond ETF	1.00%	35,043	$2.8M	Reduce -5.9%
EFV iShares MSCI Eafe Value ETF	1.00%	48,261	$2.8M	Add +2.2%
IJR iShares Core S&P Small-Cap E	0.99%	23,687	$2.8M	Add +14.0%
DFAS Dimensional US Small Cap ETF	0.94%	40,403	$2.6M	Add +3.2%
VTV Vanguard Mrngstr Val ETF-Aui	0.85%	13,596	$2.4M	Add +7.5%
DBO Invesco DB Oil Fund	0.84%	167,496	$2.3M	Add +3.3%
VOO Vanguard S&P 500 ETF	0.79%	4,165	$2.2M	Add +4.4%
SUB iShares Short-Term National	0.76%	19,928	$2.1M	Add +16.6%
VOX Vanguard Communication Servi	0.75%	14,472	$2.1M	Add +10.3%
EPI Wisdomtree India Earnings	0.71%	39,408	$2.0M	Add +16.4%
SCTXX Schwab Amt Tax FR MNY-Ultra	0.71%	1,986,885	$2.0M	Reduce -38.3%
XLF SS Financial Select Sector	0.70%	43,015	$1.9M	Add +11.9%
XLY SS Consumer Disc Select Sect	0.69%	9,565	$1.9M	Add +8.6%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E	0.68%	76,710	$1.9M	No change
IVV iShares Core S&P 500 ETF	0.67%	3,230	$1.9M	Add +1.6%
MUB iShares National Muni Bond E	0.64%	16,416	$1.8M	Add +15.6%
GBIL Goldman Sachs Access Treasur	0.64%	17,682	$1.8M	Reduce -1.8%
META Meta Platforms Inc. Class A	0.63%	3,069	$1.8M	Reduce -5.5%
JPIE JPMorgan Income ETF	0.63%	37,825	$1.8M	Add +57.0%
SPYM Ste STR SPDR PT S&P 500 ETF	0.61%	25,306	$1.7M	Add +1.4%
AGG iShares Core U.S. Aggregate	0.61%	16,854	$1.7M	Add +4.5%
DFSD Dimensional Short Duration	0.61%	35,406	$1.7M	Add +48.8%
GOOGL Alphabet Inc. Class A	0.57%	9,605	$1.6M	Add +0.2%
ORCL Oracle Corp.	0.53%	8,660	$1.5M	Reduce -3.7%
SPY SS SPDR S&P 500 ETF Trust-US	0.52%	2,533	$1.5M	Reduce -2.2%
BSV Vanguard Short-Term Bond ETF	0.49%	17,231	$1.4M	Add +1.2%
EFA iShares MSCI Eafe ETF	0.47%	15,756	$1.3M	Reduce -2.0%
IEF iShares 7-10 Year Treasury B	0.47%	13,235	$1.3M	Add +10.6%
XLV SS Health Care Select Sector	0.44%	8,007	$1.2M	Add +4.6%
IUSV iShares Core S&P U.S. Value	0.44%	12,845	$1.2M	Add +0.1%
AMZN Amazon.com Inc.	0.44%	6,550	$1.2M	Reduce -2.0%
IWM iShares Russell 2000 ETF	0.42%	5,363	$1.2M	Add +27.5%
BRK.B Berkshire Hathaway Inc. Class B	0.41%	2,470	$1.1M	Reduce -2.3%
XLE SS Energy Select Sector	0.41%	12,915	$1.1M	Reduce -0.2%
VWO Vanguard Ftse Emerging Marke	0.40%	23,546	$1.1M	Add +0.8%
MSFT Microsoft Corp.	0.39%	2,535	$1.1M	Reduce -2.4%
SPTL SS SPDR PF LNG TRM TSY E-Usd	0.38%	36,613	$1.1M	Add +19.6%
IXN iShares Global Tech ETF	0.36%	12,053	$995K	Reduce -20.2%
HIGH Simplify Enhanced Income ETF	0.35%	41,807	$980K	Reduce -33.9%
SPDW Ste STR SPDR PT DW Eu ETF	0.35%	26,069	$979K	Reduce -1.8%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.35%	12,184	$978K	Add +5.0%
HYD Vaneck High Yield Muni ETF	0.32%	17,030	$904K	No change
IAU iShares Gold Trust	0.32%	18,153	$902K	Reduce -2.2%
JPM JPMorgan Chase & Co.	0.32%	4,182	$882K	Reduce -20.0%
IYY iShares Dow Jones U.S. ETF	0.26%	5,176	$723K	No change
DFUV Dimensional US Marketwide Va	0.25%	16,807	$701K	Reduce -2.1%
QCOM Qualcomm Inc.	0.25%	4,051	$689K	Add +9.9%
XLP SS Consumer Staples Sel Sect	0.24%	7,992	$663K	Add +9.2%
XLI SS Industrial Select Sector	0.24%	4,851	$657K	Reduce -6.5%
VOE Vngrd Mrngstr MD-Cap Val ETF	0.23%	3,758	$630K	Reduce -4.8%
IWR iShares Russell Mid-Cap ETF	0.22%	6,938	$612K	Add +2.9%
VTEB Vanguard Tax-Exempt Bond ETF	0.22%	11,950	$611K	No change
JPIB JPMorgan Intl BND ETF	0.21%	12,158	$592K	Add +20.4%
SPAB SS SPDR P Agg Bond ETF	0.21%	22,358	$584K	Add +13.3%
NOC Northrop Grumman Corp.	0.21%	1,099	$580K	No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE	0.20%	1,315	$556K	Reduce -1.5%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.20%	6,846	$553K	Add +17.4%
MBB iShares MBS ETF	0.20%	5,743	$550K	Add +3.8%
HQY Healthequity Inc.	0.19%	6,533	$535K	Add +0.1%
DFAI Dimensional International Co.	0.19%	16,600	$528K	Add +6.6%
VGT Vanguard Info Tech ETF	0.19%	896	$526K	Add +3.8%
KLAC KLA Corp.	0.18%	658	$510K	No change
PATH Uipath Inc. Class A	0.18%	39,000	$499K	Reduce -11.4%
CI The Cigna Group	0.18%	1,423	$493K	Reduce -0.3%
VUG Vanguard Mrngstar GR ETF-Sui	0.18%	1,272	$488K	Add +17.6%
VBR Vngrd Mrngst SL-CP Val ETF-U	0.17%	2,374	$477K	Reduce -0.6%
ABBV Abbvie Inc.	0.17%	2,408	$476K	Add +8.4%
SPSM SS SPDR P S&P 600 Small Cap	0.17%	10,268	$467K	Add +2.5%
EME Emcor Group Inc.	0.17%	1,082	$466K	No change
MUSA Murphy USA Inc.	0.17%	935	$461K	Reduce -4.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.16%	2,063	$456K	Add +3.9%
TLT iShares 20+ Year Treasury BD	0.16%	4,642	$455K	New
SPSB SS SPDR P St C Corp. ETF	0.16%	14,631	$443K	Reduce -2.4%
ISCF iShares International Small	0.16%	12,485	$440K	Add +24.9%
AGZ iShares Agency Bond ETF	0.16%	3,971	$438K	Reduce -0.1%
SJNK SS SPDR BB St Hi Yield ETF	0.15%	16,768	$432K	Add +10.4%
GD General Dynamics Corp.	0.15%	1,423	$430K	Reduce -11.2%
UNH Unitedhealth Group Inc.	0.15%	722	$422K	No change
QQQ Invesco QQQ Trust Series 1	0.15%	856	$418K	No change
BIL SS SPDR BB 1-3M T-Bill ETF	0.15%	4,500	$413K	Reduce -13.5%
SPMD SS SPDR P S&P 400 Midcap ETF	0.15%	7,504	$410K	Add +5.0%
TGT Target Corp.	0.14%	2,587	$403K	Add +0.8%
VCIT Vanguard Int-Term Corporate	0.14%	4,619	$387K	Reduce -0.6%
AVGO Broadcom Inc.	0.14%	2,220	$383K	Add +1.8%
KIE SS SPDR S&P Insurance ETF	0.14%	6,650	$377K	Add +0.8%
COST Costco Wholesale Corp.	0.14%	425	$377K	Add +2.4%
DFIV Dimensional International Va	0.13%	9,770	$372K	Reduce -0.2%
USHY iShares Broad Usd High Yield	0.13%	9,845	$371K	Reduce -37.8%
SPYV SS SPDR P S&P 500 Value ETF	0.13%	6,915	$366K	Reduce -4.6%
FLOT iShares Floating Rate Bond E	0.13%	7,053	$360K	Add +27.6%
ADBE Adobe Inc.	0.13%	677	$351K	Reduce -2.2%
IBIT iShares Bitcoin Trust ETF	0.12%	9,633	$348K	Add +21.4%
NTAP Netapp Inc.	0.12%	2,653	$328K	Add +26.3%
VIG Vanguard Dividend Apprec ETF	0.12%	1,654	$328K	Reduce -4.0%
SFM Sprouts Farmers Market Inc.	0.12%	2,953	$326K	Reduce -15.1%
TSLA Tesla Inc.	0.12%	1,232	$322K	Reduce -15.6%
SDY SS SPDR S&P Dividend ETF	0.11%	2,200	$312K	No change
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.11%	2,645	$311K	No change
PYPL PayPal Holdings Inc.	0.11%	3,853	$301K	Reduce -12.2%
DFSV Dimensional US Small Cap Val	0.11%	9,732	$300K	Add +11.7%
PDBC Invesco Optimum Yield Divers	0.11%	22,002	$295K	Add +101.6%
V Visa Inc. Class A	0.11%	1,070	$294K	Add +17.2%
CRWD CrowdStrike Holdings Inc. Class A	0.10%	1,044	$293K	New
SPEM State Street SP PTF Em ETF	0.10%	7,004	$289K	Reduce -1.0%
SIGI Selective Insurance Group	0.10%	3,088	$288K	Reduce -6.8%
SLYV SS SPDR S&P 600 SC Val ETF	0.10%	3,250	$282K	No change
PSCD Invesco S&P Smallcap Consume	0.10%	2,544	$282K	Add +0.9%
AMP Ameriprise Financial Inc.	0.10%	593	$279K	Add +23.8%
XMHQ Invesco S&P Midcap Qual ETF	0.09%	2,575	$264K	New
NVS Novartis AG-Sponsored ADR	0.09%	2,296	$264K	New
MSTR Strategy Inc. filed as MICROSTRATEGY INC	0.09%	1,560	$263K	New
DEM Wisdomtree Emerging Markets	0.09%	5,942	$262K	Reduce -13.2%
HD Home Depot Inc.	0.09%	630	$255K	No change
EVR Evercore Inc. Class A	0.09%	999	$253K	No change
XOM Exxon Mobil Corp.	0.09%	2,141	$251K	Reduce -10.3%
PVH PVH Corp.	0.09%	2,480	$250K	Reduce -11.4%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F	0.09%	4,500	$247K	New
EMXC iShares MSCI Emr MRK Ex Chna	0.09%	4,000	$244K	New
AMAT Applied Materials Inc.	0.09%	1,179	$238K	Add +36.3%
VGSH Vanguard Short-Term Treasury	0.08%	4,000	$236K	No change
GE General Electric filed as GE AEROSPACE	0.08%	1,251	$236K	New
FTCS First Trust Capital Strength	0.08%	2,564	$233K	Reduce -2.8%
AMGN Amgen Inc.	0.08%	716	$231K	No change
WFC Wells Fargo & Co.	0.08%	4,000	$226K	Reduce -33.6%
AXP American Express Co.	0.08%	833	$226K	Reduce -10.7%
XLC SS Comm Select Sector SPDR	0.08%	2,450	$221K	Reduce -12.4%
COP Conocophillips	0.08%	2,089	$220K	Reduce -10.6%
LOW Lowe's Cos Inc.	0.08%	788	$213K	New
TRV The Travelers Cos Inc.	0.08%	910	$213K	New
VHT Vanguard Health Care ETF	0.07%	737	$208K	New
VOT Vngrd Mrngstr MC GRW ETF-Usd	0.07%	854	$208K	New
BLD Topbuild Corp.	0.07%	502	$204K	New
PGR Progressive Corp.	0.07%	800	$203K	New
GOOG Alphabet Inc. Class C	0.07%	1,200	$201K	No change

Portfolio Sells Q2 2024 → Q3 2024


SCTXX Schwab Amt Tax FR MNY-Ultra	Reduce -38.3%	0.71%	−0.59
XLK SS Technology Select Sector	Reduce -8.7%	1.64%	−0.38
HIGH Simplify Enhanced Income ETF	Reduce -33.9%	0.35%	−0.27
JPST JPMorgan Ultra-Short Income	Reduce -6.0%	1.25%	−0.24
VCSH Vanguard S/T Corp. Bond ETF	Reduce -5.9%	1.00%	−0.16
IXN iShares Global Tech ETF	Reduce -20.2%	0.36%	−0.15
VEA Vanguard Ftse Developed ETF	Reduce -1.5%	1.70%	−0.12
JPM JPMorgan Chase & Co.	Reduce -20.0%	0.32%	−0.11
USHY iShares Broad Usd High Yield	Reduce -37.8%	0.13%	−0.10
VLO Valero Energy Corp.	Sold out	0.00%	−0.10
VTI VG Morningstar TS MKT ETF-US	Reduce -0.3%	1.43%	−0.09
NVO Novo-Nordisk A/S-Spons ADR	Sold out	0.00%	−0.09
GBIL Goldman Sachs Access Treasur	Reduce -1.8%	0.64%	−0.09
MPC Marathon Petroleum Corp.	Sold out	0.00%	−0.09
COM Direxion Auspice BRD Cmdty	Sold out	0.00%	−0.09
MTBA Simplify MBS ETF	Sold out	0.00%	−0.09
MCK McKesson Corp.	Sold out	0.00%	−0.08
AMZN Amazon.com Inc.	Reduce -2.0%	0.44%	−0.08
AKAM Akamai Technologies Inc.	Sold out	0.00%	−0.08
MSFT Microsoft Corp.	Reduce -2.4%	0.39%	−0.08
XLE SS Energy Select Sector	Reduce -0.2%	0.41%	−0.07
AAPL Apple Inc.	Reduce -2.7%	1.46%	−0.06
WFC Wells Fargo & Co.	Reduce -33.6%	0.08%	−0.06
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -2.2%	0.52%	−0.05
PATH Uipath Inc. Class A	Reduce -11.4%	0.18%	−0.05
BIL SS SPDR BB 1-3M T-Bill ETF	Reduce -13.5%	0.15%	−0.04
EFA iShares MSCI Eafe ETF	Reduce -2.0%	0.47%	−0.04
GD General Dynamics Corp.	Reduce -11.2%	0.15%	−0.03
META Meta Platforms Inc. Class A	Reduce -5.5%	0.63%	−0.03
PVH PVH Corp.	Reduce -11.4%	0.09%	−0.03
ADBE Adobe Inc.	Reduce -2.2%	0.13%	−0.03
COP Conocophillips	Reduce -10.6%	0.08%	−0.03
DEM Wisdomtree Emerging Markets	Reduce -13.2%	0.09%	−0.03
SPDW Ste STR SPDR PT DW Eu ETF	Reduce -1.8%	0.35%	−0.02
SIGI Selective Insurance Group	Reduce -6.8%	0.10%	−0.02
XOM Exxon Mobil Corp.	Reduce -10.3%	0.09%	−0.02
DFUV Dimensional US Marketwide Va	Reduce -2.1%	0.25%	−0.02
SPSB SS SPDR P St C Corp. ETF	Reduce -2.4%	0.16%	−0.02
MUSA Murphy USA Inc.	Reduce -4.7%	0.17%	−0.02
XLI SS Industrial Select Sector	Reduce -6.5%	0.24%	−0.02
XLC SS Comm Select Sector SPDR	Reduce -12.4%	0.08%	−0.02
AGZ iShares Agency Bond ETF	Reduce -0.1%	0.16%	−0.02
CI The Cigna Group	Reduce -0.3%	0.18%	−0.01
VOE Vngrd Mrngstr MD-Cap Val ETF	Reduce -4.8%	0.23%	−0.01
SPYV SS SPDR P S&P 500 Value ETF	Reduce -4.6%	0.13%	−0.01
VCIT Vanguard Int-Term Corporate	Reduce -0.6%	0.14%	−0.01
DIA SS SPDR Dow Jones Indus Avg	Reduce -1.5%	0.20%	−0.01
VIG Vanguard Dividend Apprec ETF	Reduce -4.0%	0.12%	−0.01
DFIV Dimensional International Va	Reduce -0.2%	0.13%	−0.01
BRK.B Berkshire Hathaway Inc. Class B	Reduce -2.3%	0.41%	−0.01

Portfolio Buys Q2 2024 → Q3 2024


JPIE JPMorgan Income ETF	Add +57.0%	0.63%	+0.19
TLT iShares 20+ Year Treasury BD	New	0.16%	+0.16
DFSD Dimensional Short Duration	Add +48.8%	0.61%	+0.16
VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +11.3%	1.60%	+0.12
CRWD CrowdStrike Holdings Inc. Class A	New	0.10%	+0.10
IJR iShares Core S&P Small-Cap E	Add +14.0%	0.99%	+0.10
XMHQ Invesco S&P Midcap Qual ETF	New	0.09%	+0.09
NVS Novartis AG-Sponsored ADR	New	0.09%	+0.09
MSTR Strategy Inc.	New	0.09%	+0.09
JEPQ JPM Nasdaq Equity Premium	New	0.09%	+0.09
EMXC iShares MSCI Emr MRK Ex Chna	New	0.09%	+0.09
GE General Electric	New	0.08%	+0.08
IWM iShares Russell 2000 ETF	Add +27.5%	0.42%	+0.08
LOW Lowe's Cos Inc.	New	0.08%	+0.08
TRV The Travelers Cos Inc.	New	0.08%	+0.08
VHT Vanguard Health Care ETF	New	0.07%	+0.07
VOT Vngrd Mrngstr MC GRW ETF-Usd	New	0.07%	+0.07
BLD Topbuild Corp.	New	0.07%	+0.07
PGR Progressive Corp.	New	0.07%	+0.07
XLF SS Financial Select Sector	Add +11.9%	0.70%	+0.06
SCZ iShares MSCI Eafe Small-Cap	Add +7.9%	1.14%	+0.06
EPI Wisdomtree India Earnings	Add +16.4%	0.71%	+0.05
VB Vanguard Most SM-Cap ETF-Usd	Add +7.9%	1.29%	+0.05
SPTL SS SPDR PF LNG TRM TSY E-Usd	Add +19.6%	0.38%	+0.05
PDBC Invesco Optimum Yield Divers	Add +101.6%	0.11%	+0.04
XLY SS Consumer Disc Select Sect	Add +8.6%	0.69%	+0.04
SUB iShares Short-Term National	Add +16.6%	0.76%	+0.04
XLU St Sr Utl SL SE SPDR ETF-Usd	Add +17.4%	0.20%	+0.04
VTV Vanguard Mrngstr Val ETF-Aui	Add +7.5%	0.85%	+0.03
MUB iShares National Muni Bond E	Add +15.6%	0.64%	+0.03
BND Vanguard Total Bond Market	Add +10.1%	1.44%	+0.03
ISCF iShares International Small	Add +24.9%	0.16%	+0.03
IBM Intl Business Machines Corp.	Add +3.9%	0.16%	+0.03
VOX Vanguard Communication Servi	Add +10.3%	0.75%	+0.02
JPIB JPMorgan Intl BND ETF	Add +20.4%	0.21%	+0.02
AMP Ameriprise Financial Inc.	Add +23.8%	0.10%	+0.02
ABBV Abbvie Inc.	Add +8.4%	0.17%	+0.02
IBIT iShares Bitcoin Trust ETF	Add +21.4%	0.12%	+0.02
FLOT iShares Floating Rate Bond E	Add +27.6%	0.13%	+0.02
IEF iShares 7-10 Year Treasury B	Add +10.6%	0.47%	+0.01
VUG Vanguard Mrngstar GR ETF-Sui	Add +17.6%	0.18%	+0.01
XLP SS Consumer Staples Sel Sect	Add +9.2%	0.24%	+0.01
SPAB SS SPDR P Agg Bond ETF	Add +13.3%	0.21%	+0.01
V Visa Inc. Class A	Add +17.2%	0.11%	+0.01
NTAP Netapp Inc.	Add +26.3%	0.12%	+0.01
DFSV Dimensional US Small Cap Val	Add +11.7%	0.11%	+0.01
AMAT Applied Materials Inc.	Add +36.3%	0.09%	+0.00
DFAI Dimensional International Co.	Add +6.6%	0.19%	+0.00
KIE SS SPDR S&P Insurance ETF	Add +0.8%	0.14%	+0.00
SJNK SS SPDR BB St Hi Yield ETF	Add +10.4%	0.15%	+0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	177	$389.3M	WMT, XLK, GLD, VEA, NVDA
Q1 2026	162	$381.6M	WMT, GLD, XLK, VEA, NVDA
Q4 2025	160	$363.0M	WMT, GLD, XLK, NVDA, VEA
Q3 2025Amended	168	$365.5M	WMT, GLD, XLK, NVDA, VEA
Q2 2025	157	$320.4M	WMT, GLD, XLK, NVDA, VEA
Q1 2025	149	$294.0M	WMT, GLD, VEA, XLK, DECK
Q4 2024	145	$295.7M	WMT, GLD, XLK, VEA, VO
Q3 2024	149	$278.9M	WMT, GLD, VEA, XLK, VO
Q2 2024	142	$248.1M	WMT, XLK, VEA, GLD, AAPL
Q1 2024	142	$234.3M	WMT, XLK, VEA, GLD, VTI