Narus Financial Partners, LLC

Name: Narus Financial Partners, LLC 13F holdings, Q1 2025
Creator: Narus Financial Partners, LLC
Published: 2025-04-30

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

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Narus Financial Partners, LLC reported 149 stock positions worth $294.0 million. Its top holding was Walmart (WMT) at 42.6% of the portfolio, followed by SPDR Gold Shares (GLD, 2.4%) and Vanguard Ftse Developed ETF (VEA, 1.9%). Compared with Q4 2024, it opened 15 new positions, sold out of 11, added to 58 and reduced 67. The biggest buy was a new position in Deckers Outdoor (DECK) and the biggest sale Walmart (WMT, shares −0%).

Most Recent 13F: Q2 2026
Location: SALT LAKE CITY, UT
CIK: 0001698091
Portfolio Value: $294.0M (Q1 2025)
SEC Filing: 0001698091-25-000003 ↗ filed Apr 30, 2025

Holdings Value

Holdings 149 stocks · $294.0M


WMT Walmart Inc.	42.61%	1,427,050	$125.3M	Reduce -0.0%
GLD SPDR Gold Shares	2.43%	24,751	$7.1M	Add +10.7%
VEA Vanguard Ftse Developed ETF	1.88%	108,879	$5.5M	Reduce -1.6%
XLK SS Technology Select Sector	1.86%	26,451	$5.5M	Add +16.2%
DECK Deckers Outdoor Corp.	1.61%	42,270	$4.7M	New
VO Vngrd Mrngstr MD-Cap ETF-Usd	1.57%	17,893	$4.6M	Add +1.0%
NVDA Nvidia Corp.	1.41%	38,218	$4.1M	Add +12.1%
AAPL Apple Inc.	1.34%	17,676	$3.9M	Reduce -2.4%
PSCT Invesco S&P Smallcap Informa	1.32%	96,975	$3.9M	Add +8.1%
VB Vanguard Most SM-Cap ETF-Usd	1.29%	17,081	$3.8M	Add +1.5%
VTI VG Morningstar TS MKT ETF-US	1.28%	13,698	$3.8M	Reduce -3.5%
DBO Invesco DB Oil Fund	1.22%	249,421	$3.6M	Add +23.0%
XLF SS Financial Select Sector	1.15%	67,681	$3.4M	Add +19.3%
VOX Vanguard Communication Servi	1.14%	22,657	$3.4M	Add +26.5%
EFV iShares MSCI Eafe Value ETF	1.07%	53,420	$3.1M	Add +3.5%
BND Vanguard Total Bond Market	1.02%	40,687	$3.0M	Add +2.4%
DFAS Dimensional US Small Cap ETF	1.01%	49,774	$3.0M	Add +7.2%
SCZ iShares MSCI Eafe Small-Cap	1.00%	46,376	$2.9M	Reduce -0.1%
IWR iShares Russell Mid-Cap ETF	0.92%	31,702	$2.7M	Add +24.4%
DFSD Dimensional Short Duration	0.91%	56,100	$2.7M	Add +13.2%
JPIE JPMorgan Income ETF	0.84%	53,672	$2.5M	Reduce -12.1%
IJR iShares Core S&P Small-Cap E	0.84%	23,510	$2.5M	Reduce -6.4%
VTV Vanguard Mrngstr Val ETF-Aui	0.83%	14,159	$2.4M	Add +2.1%
SPTI SS SPDR P Int Term TSY ETF	0.81%	83,692	$2.4M	Reduce -0.8%
VCSH Vanguard S/T Corp. Bond ETF	0.81%	30,218	$2.4M	Reduce -24.1%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F	0.79%	45,942	$2.3M	Reduce -29.5%
MUB iShares National Muni Bond E	0.74%	20,523	$2.2M	Reduce -6.0%
VOO Vanguard S&P 500 ETF	0.73%	4,194	$2.2M	Add +0.7%
SUB iShares Short-Term National	0.72%	20,033	$2.1M	Reduce -14.8%
GOOGL Alphabet Inc. Class A	0.70%	13,288	$2.1M	Add +4.2%
META Meta Platforms Inc. Class A	0.69%	3,517	$2.0M	Reduce -1.8%
XLY SS Consumer Disc Select Sect	0.65%	9,733	$1.9M	Add +0.4%
EPI Wisdomtree India Earnings	0.64%	43,295	$1.9M	Reduce -9.2%
AGG iShares Core U.S. Aggregate	0.64%	19,100	$1.9M	Reduce -0.8%
EFA iShares MSCI Eafe ETF	0.64%	22,989	$1.9M	Add +9.4%
SPYM Ste STR SPDR PT S&P 500 ETF	0.60%	27,011	$1.8M	Add +2.4%
IVV iShares Core S&P 500 ETF	0.60%	3,130	$1.8M	No change
BRK.B Berkshire Hathaway Inc. Class B	0.56%	3,091	$1.6M	Add +18.7%
AMZN Amazon.com Inc.	0.55%	8,533	$1.6M	Reduce -1.1%
SPY SS SPDR S&P 500 ETF Trust-US	0.54%	2,836	$1.6M	Add +10.3%
MSFT Microsoft Corp.	0.45%	3,551	$1.3M	Reduce -11.6%
XLE SS Energy Select Sector	0.41%	12,781	$1.2M	Add +3.9%
JPST JPMorgan Ultra-Short Income	0.39%	22,570	$1.1M	Reduce -17.5%
IUSV iShares Core S&P U.S. Value	0.38%	12,201	$1.1M	Reduce -5.2%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.36%	13,506	$1.1M	Reduce -4.6%
DFIS Dimensional International SM	0.36%	41,028	$1.1M	Reduce -5.0%
VWO Vanguard Ftse Emerging Marke	0.36%	23,077	$1.0M	Reduce -0.8%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E	0.34%	42,170	$1.0M	Reduce -0.3%
XLV SS Health Care Select Sector	0.34%	6,819	$996K	Reduce -10.1%
JPM JPMorgan Chase & Co.	0.34%	4,057	$995K	Add +2.1%
ORCL Oracle Corp.	0.34%	7,073	$989K	Reduce -25.9%
IAU iShares Gold Trust	0.32%	16,022	$945K	Reduce -4.6%
SPDW Ste STR SPDR PT DW Eu ETF	0.32%	25,670	$935K	Add +1.0%
IXN iShares Global Tech ETF	0.31%	12,028	$911K	Reduce -0.2%
GBIL Goldman Sachs Access Treasur	0.30%	8,720	$874K	Reduce -14.3%
TLT iShares 20+ Year Treasury BD	0.30%	9,596	$874K	Reduce -12.3%
HYD Vaneck High Yield Muni ETF	0.29%	16,880	$864K	Reduce -1.9%
IWM iShares Russell 2000 ETF	0.29%	4,243	$846K	Reduce -6.4%
IEF iShares 7-10 Year Treasury B	0.28%	8,652	$825K	Add +0.2%
SPTL SS SPDR PF LNG TRM TSY E-Usd	0.28%	29,940	$816K	Add +8.1%
QCOM Qualcomm Inc.	0.27%	5,155	$792K	Add +15.7%
BSV Vanguard Short-Term Bond ETF	0.24%	9,058	$709K	Reduce -14.4%
IYY iShares Dow Jones U.S. ETF	0.24%	5,100	$694K	Reduce -1.5%
DFUV Dimensional US Marketwide Va	0.23%	16,538	$682K	Reduce -1.8%
VGT Vanguard Info Tech ETF	0.23%	1,253	$680K	Add +40.9%
VOE Vngrd Mrngstr MD-Cap Val ETF	0.22%	4,015	$644K	Reduce -44.4%
SPAB SS SPDR P Agg Bond ETF	0.22%	24,941	$637K	Add +3.7%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.21%	8,013	$632K	Add +26.3%
V Visa Inc. Class A	0.21%	1,788	$626K	Add +8.8%
MBB iShares MBS ETF	0.21%	6,522	$612K	Add +3.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.20%	2,388	$594K	Add +6.7%
JPIB JPMorgan Intl BND ETF	0.20%	12,077	$578K	Reduce -0.1%
SFM Sprouts Farmers Market Inc.	0.19%	3,704	$565K	Reduce -2.3%
NOC Northrop Grumman Corp.	0.19%	1,099	$563K	No change
VTEB Vanguard Tax-Exempt Bond ETF	0.19%	11,075	$550K	Reduce -13.1%
AGZ iShares Agency Bond ETF	0.18%	4,931	$540K	Reduce -6.6%
AVGO Broadcom Inc.	0.18%	3,095	$518K	Reduce -15.8%
HQY Healthequity Inc.	0.17%	5,791	$512K	Reduce -1.4%
PSCD Invesco S&P Smallcap Consume	0.17%	5,349	$493K	Add +33.2%
KRE SS SPDR S&P Regional Bank	0.17%	8,570	$487K	Add +26.5%
SPMD SS SPDR P S&P 400 Midcap ETF	0.16%	9,269	$474K	Add +21.7%
IBIT iShares Bitcoin Trust ETF	0.16%	10,021	$469K	Add +2.7%
SPSB SS SPDR P St C Corp. ETF	0.15%	14,963	$450K	Reduce -2.5%
KLAC KLA Corp.	0.15%	658	$447K	No change
COST Costco Wholesale Corp.	0.15%	452	$427K	Add +2.0%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE	0.14%	1,000	$420K	Reduce -16.7%
ABBV Abbvie Inc.	0.14%	1,988	$417K	Add +25.3%
SPSM SS SPDR P S&P 600 Small Cap	0.14%	10,200	$416K	Reduce -1.7%
VUG Vanguard Mrngstar GR ETF-Sui	0.14%	1,119	$415K	Reduce -21.9%
CI The Cigna Group	0.14%	1,223	$402K	Add +10.5%
QQQ Invesco QQQ Trust Series 1	0.14%	852	$400K	Reduce -0.1%
SPYV SS SPDR P S&P 500 Value ETF	0.14%	7,803	$398K	Add +4.8%
UNH Unitedhealth Group Inc.	0.14%	760	$398K	Reduce -1.3%
VBR Vngrd Mrngst SL-CP Val ETF-U	0.13%	2,125	$396K	Reduce -1.9%
USHY iShares Broad Usd High Yield	0.13%	10,745	$396K	Add +0.6%
ISCF iShares International Small	0.13%	11,670	$393K	Reduce -10.7%
VCIT Vanguard Int-Term Corporate	0.13%	4,804	$393K	Reduce -1.7%
SJNK SS SPDR BB St Hi Yield ETF	0.13%	15,492	$390K	Reduce -8.2%
ETF OPPORTUNITIES TRUST	0.13%	70,400	$384K	New
WFC Wells Fargo & Co.	0.12%	4,986	$358K	Add +4.5%
BKNG Booking Holdings Inc.	0.12%	77	$355K	Add +54.0%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F	0.12%	6,850	$355K	Add +7.0%
AMP Ameriprise Financial Inc.	0.12%	730	$353K	Add +1.0%
DFAI Dimensional International Co.	0.12%	11,197	$350K	Reduce -0.3%
VIG Vanguard Dividend Apprec ETF	0.11%	1,698	$329K	Add +6.5%
GBTC Grayscale Bitcoin Trust ETF	0.11%	5,050	$329K	Add +27.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.11%	2,645	$322K	No change
SIGI Selective Insurance Group	0.11%	3,468	$317K	Add +15.8%
DFSV Dimensional US Small Cap Val	0.11%	11,264	$317K	Add +21.0%
XLP SS Consumer Staples Sel Sect	0.11%	3,857	$315K	Reduce -45.0%
PDBC Invesco Optimum Yield Divers	0.10%	22,210	$303K	Add +6.2%
GE General Electric filed as GE AEROSPACE	0.10%	1,498	$300K	Add +19.3%
SDY SS SPDR S&P Dividend ETF	0.10%	2,200	$298K	No change
DFIV Dimensional International Va	0.10%	7,521	$296K	Reduce -20.3%
XOM Exxon Mobil Corp.	0.10%	2,489	$296K	New
MCK McKesson Corp.	0.10%	421	$283K	Add +11.7%
EMXC iShares MSCI Emr MRK Ex Chna	0.10%	5,111	$282K	Reduce -27.7%
TGT Target Corp.	0.09%	2,648	$276K	No change
NTAP Netapp Inc.	0.09%	2,999	$263K	Add +1.1%
MUSA Murphy USA Inc.	0.09%	546	$257K	Reduce -37.0%
XMHQ Invesco S&P Midcap Qual ETF	0.09%	2,799	$256K	Reduce -22.9%
SLYV SS SPDR S&P 600 SC Val ETF	0.09%	3,250	$255K	No change
VCR Vanguard Consumer Discre ETF	0.09%	779	$254K	New
MSTR Strategy Inc. filed as MICROSTRATEGY INC	0.09%	875	$252K	Reduce -8.2%
ADBE Adobe Inc.	0.09%	657	$252K	Add +11.5%
NVDU Direxion Daily Nvda Bull 2X	0.08%	4,670	$246K	New
EME Emcor Group Inc.	0.08%	653	$241K	Reduce -37.0%
TRV The Travelers Cos Inc.	0.08%	910	$241K	No change
TSLA Tesla Inc.	0.08%	924	$239K	Reduce -29.7%
VGSH Vanguard Short-Term Treasury	0.08%	4,000	$235K	No change
AZO AutoZone Inc.	0.08%	61	$233K	New
FTCS First Trust Capital Strength	0.08%	2,589	$232K	Add +1.0%
XLC SS Comm Select Sector SPDR	0.08%	2,393	$231K	Reduce -2.2%
NVS Novartis AG-Sponsored ADR	0.08%	2,064	$230K	Reduce -11.4%
GD General Dynamics Corp.	0.08%	843	$230K	Reduce -38.7%
PYPL PayPal Holdings Inc.	0.08%	3,521	$230K	Reduce -14.1%
TIP iShares Tips Bond ETF	0.08%	2,058	$229K	New
AMGN Amgen Inc.	0.08%	716	$223K	New
TIDAL TRUST II	0.08%	8,640	$223K	New
EWJ iShares MSCI Japan ETF	0.07%	3,200	$219K	New
XLI SS Industrial Select Sector	0.07%	1,669	$219K	Reduce -49.8%
MRSH Marsh & McLennan Cos	0.07%	895	$218K	New
ALSN Allison Transmission Holding	0.07%	2,252	$215K	Add +2.2%
XSHQ Invesco S&P Smallcap Quality	0.07%	5,369	$212K	New
BOX Box Inc. Class A	0.07%	6,823	$211K	New
VLO Valero Energy Corp.	0.07%	1,585	$209K	New
AXP American Express Co.	0.07%	765	$206K	Reduce -5.0%
SPEM State Street SP PTF Em ETF	0.07%	5,199	$205K	Reduce -5.9%
AMAT Applied Materials Inc.	0.07%	1,381	$200K	New

Portfolio Sells Q4 2024 → Q1 2025


WMT Walmart Inc.	Reduce -0.0%	42.61%	−1.01
JMST JPM Ultra-Short Muni Income	Reduce -29.5%	0.79%	−0.32
VCSH Vanguard S/T Corp. Bond ETF	Reduce -24.1%	0.81%	−0.24
ORCL Oracle Corp.	Reduce -25.9%	0.34%	−0.20
AAPL Apple Inc.	Reduce -2.4%	1.34%	−0.20
VOE Vngrd Mrngstr MD-Cap Val ETF	Reduce -44.4%	0.22%	−0.18
IJR iShares Core S&P Small-Cap E	Reduce -6.4%	0.84%	−0.14
UUP Invesco DB US Dollar Index B	Sold out	0.00%	−0.12
MSFT Microsoft Corp.	Reduce -11.6%	0.45%	−0.12
SUB iShares Short-Term National	Reduce -14.8%	0.72%	−0.12
AVGO Broadcom Inc.	Reduce -15.8%	0.18%	−0.11
VTI VG Morningstar TS MKT ETF-US	Reduce -3.5%	1.28%	−0.11
PATH Uipath Inc. Class A	Sold out	0.00%	−0.11
JPIE JPMorgan Income ETF	Reduce -12.1%	0.84%	−0.10
TSLA Tesla Inc.	Reduce -29.7%	0.08%	−0.10
EVR Evercore Inc. Class A	Sold out	0.00%	−0.09
AMZN Amazon.com Inc.	Reduce -1.1%	0.55%	−0.09
EPI Wisdomtree India Earnings	Reduce -9.2%	0.64%	−0.09
KIE SS SPDR S&P Insurance ETF	Sold out	0.00%	−0.08
HD Home Depot Inc.	Sold out	0.00%	−0.08
XLP SS Consumer Staples Sel Sect	Reduce -45.0%	0.11%	−0.08
JPST JPMorgan Ultra-Short Income	Reduce -17.5%	0.39%	−0.08
SHY iShares 1-3 Year Treasury Bo	Sold out	0.00%	−0.08
EME Emcor Group Inc.	Reduce -37.0%	0.08%	−0.08
DEM Wisdomtree Emerging Markets	Sold out	0.00%	−0.08
XLI SS Industrial Select Sector	Reduce -49.8%	0.07%	−0.07
TSM Taiwan Semiconductor-SP ADR	Sold out	0.00%	−0.07
GOOG Alphabet Inc. Class C	Sold out	0.00%	−0.07
DBC Invesco DB Commodity Index T	Sold out	0.00%	−0.07
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Sold out	0.00%	−0.07
MUSA Murphy USA Inc.	Reduce -37.0%	0.09%	−0.06
VUG Vanguard Mrngstar GR ETF-Sui	Reduce -21.9%	0.14%	−0.06
IWM iShares Russell 2000 ETF	Reduce -6.4%	0.29%	−0.05
MUB iShares National Muni Bond E	Reduce -6.0%	0.74%	−0.05
GBIL Goldman Sachs Access Treasur	Reduce -14.3%	0.30%	−0.05
GD General Dynamics Corp.	Reduce -38.7%	0.08%	−0.04
PYPL PayPal Holdings Inc.	Reduce -14.1%	0.08%	−0.04
EMXC iShares MSCI Emr MRK Ex Chna	Reduce -27.7%	0.10%	−0.04
IXN iShares Global Tech ETF	Reduce -0.2%	0.31%	−0.04
BSV Vanguard Short-Term Bond ETF	Reduce -14.4%	0.24%	−0.04
XMHQ Invesco S&P Midcap Qual ETF	Reduce -22.9%	0.09%	−0.03
DIA SS SPDR Dow Jones Indus Avg	Reduce -16.7%	0.14%	−0.03
VTEB Vanguard Tax-Exempt Bond ETF	Reduce -13.1%	0.19%	−0.03
TLT iShares 20+ Year Treasury BD	Reduce -12.3%	0.30%	−0.03
META Meta Platforms Inc. Class A	Reduce -1.8%	0.69%	−0.02
IUSV iShares Core S&P U.S. Value	Reduce -5.2%	0.38%	−0.02
HQY Healthequity Inc.	Reduce -1.4%	0.17%	−0.02
SPSM SS SPDR P S&P 600 Small Cap	Reduce -1.7%	0.14%	−0.02
IYY iShares Dow Jones U.S. ETF	Reduce -1.5%	0.24%	−0.01
XLV SS Health Care Select Sector	Reduce -10.1%	0.34%	−0.01

Portfolio Buys Q4 2024 → Q1 2025


DECK Deckers Outdoor Corp.	New	1.61%	+1.61
GLD SPDR Gold Shares	Add +10.7%	2.43%	+0.59
DBO Invesco DB Oil Fund	Add +23.0%	1.22%	+0.23
XLF SS Financial Select Sector	Add +19.3%	1.15%	+0.22
VOX Vanguard Communication Servi	Add +26.5%	1.14%	+0.20
BRK.B Berkshire Hathaway Inc. Class B	Add +18.7%	0.56%	+0.16
IWR iShares Russell Mid-Cap ETF	Add +24.4%	0.92%	+0.16
EFV iShares MSCI Eafe Value ETF	Add +3.5%	1.07%	+0.15
ETF OPPORTUNITIES TRUST	New	0.13%	+0.13
DFSD Dimensional Short Duration	Add +13.2%	0.91%	+0.12
EFA iShares MSCI Eafe ETF	Add +9.4%	0.64%	+0.10
XOM Exxon Mobil Corp.	New	0.10%	+0.10
VCR Vanguard Consumer Discre ETF	New	0.09%	+0.09
NVDU Direxion Daily Nvda Bull 2X	New	0.08%	+0.08
AZO AutoZone Inc.	New	0.08%	+0.08
TIP iShares Tips Bond ETF	New	0.08%	+0.08
AMGN Amgen Inc.	New	0.08%	+0.08
TIDAL TRUST II	New	0.08%	+0.08
EWJ iShares MSCI Japan ETF	New	0.07%	+0.07
MRSH Marsh & McLennan Cos	New	0.07%	+0.07
XSHQ Invesco S&P Smallcap Quality	New	0.07%	+0.07
BOX Box Inc. Class A	New	0.07%	+0.07
VLO Valero Energy Corp.	New	0.07%	+0.07
AMAT Applied Materials Inc.	New	0.07%	+0.07
XLK SS Technology Select Sector	Add +16.2%	1.86%	+0.07
XLU St Sr Utl SL SE SPDR ETF-Usd	Add +26.3%	0.21%	+0.05
XLE SS Energy Select Sector	Add +3.9%	0.41%	+0.05
BND Vanguard Total Bond Market	Add +2.4%	1.02%	+0.05
ABBV Abbvie Inc.	Add +25.3%	0.14%	+0.05
VGT Vanguard Info Tech ETF	Add +40.9%	0.23%	+0.04
VTV Vanguard Mrngstr Val ETF-Aui	Add +2.1%	0.83%	+0.04
QCOM Qualcomm Inc.	Add +15.7%	0.27%	+0.04
V Visa Inc. Class A	Add +8.8%	0.21%	+0.04
BKNG Booking Holdings Inc.	Add +54.0%	0.12%	+0.04
IBM Intl Business Machines Corp.	Add +6.7%	0.20%	+0.04
CI The Cigna Group	Add +10.5%	0.14%	+0.03
SPTL SS SPDR PF LNG TRM TSY E-Usd	Add +8.1%	0.28%	+0.03
GE General Electric	Add +19.3%	0.10%	+0.03
SPY SS SPDR S&P 500 ETF Trust-US	Add +10.3%	0.54%	+0.03
KRE SS SPDR S&P Regional Bank	Add +26.5%	0.17%	+0.03
SPDW Ste STR SPDR PT DW Eu ETF	Add +1.0%	0.32%	+0.02
MCK McKesson Corp.	Add +11.7%	0.10%	+0.02
SPMD SS SPDR P S&P 400 Midcap ETF	Add +21.7%	0.16%	+0.02
PSCD Invesco S&P Smallcap Consume	Add +33.2%	0.17%	+0.02
JPM JPMorgan Chase & Co.	Add +2.1%	0.34%	+0.02
SPAB SS SPDR P Agg Bond ETF	Add +3.7%	0.22%	+0.01
MBB iShares MBS ETF	Add +3.8%	0.21%	+0.01
SIGI Selective Insurance Group	Add +15.8%	0.11%	+0.01
GBTC Grayscale Bitcoin Trust ETF	Add +27.9%	0.11%	+0.01
PDBC Invesco Optimum Yield Divers	Add +6.2%	0.10%	+0.01

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