Narus Financial Partners, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 14, 2025), Narus Financial Partners, LLC reported 157 stock positions worth $320.4 million. Its top holding was Walmart (WMT) at 43.4% of the portfolio, followed by SPDR Gold Shares (GLD, 2.8%) and SS Technology Select Sector (XLK, 2.4%). Compared with Q1 2025, it opened 19 new positions, sold out of 11, added to 70 and reduced 58. The biggest buy was Nvidia (NVDA, shares +6%) and the biggest sale Deckers Outdoor (DECK, shares −37%).

Most Recent 13F
Q2 2026
Location
SALT LAKE CITY, UT
CIK
0001698091
Portfolio Value
$320.4M (Q2 2025)
SEC Filing
0001698091-25-000004 ↗ filed Jul 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $234.3M Q1 2024 Q2 2024: $248.1M Q2 2024 Q3 2024: $278.9M Q3 2024 Q4 2024: $295.7M Q4 2024 Q1 2025: $294.0M Q1 2025 Q2 2025: $320.4M $320.4M Q2 2025 Q3 2025: $365.5M Q3 2025 Q4 2025: $363.0M Q4 2025 Q1 2026: $381.6M Q1 2026 Q2 2026: $389.3M Q2 2026

Holdings 157 stocks · $320.4M
WMT Walmart Inc. 43.43% 1,423,100 $139.2M Reduce -0.3%
GLD SPDR Gold Shares 2.82% 29,614 $9.0M Add +19.6%
XLK SS Technology Select Sector 2.42% 30,613 $7.8M Add +15.7%
NVDA Nvidia Corp. 2.00% 40,524 $6.4M Add +6.0%
VEA Vanguard Ftse Developed ETF 1.96% 110,033 $6.3M Add +1.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.54% 17,591 $4.9M Reduce -1.7%
VTI VG Morningstar TS MKT ETF-US 1.34% 14,105 $4.3M Add +3.0%
AAPL Apple Inc. 1.19% 18,599 $3.8M Add +5.2%
VOX Vanguard Communication Servi 1.12% 21,035 $3.6M Reduce -7.2%
XLF SS Financial Select Sector 1.11% 67,770 $3.5M Add +0.1%
EFV iShares MSCI Eafe Value ETF 1.11% 55,772 $3.5M Add +4.4%
PSCT Invesco S&P Smallcap Informa 0.98% 67,988 $3.1M Reduce -29.9%
DBO Invesco DB Oil Fund 0.97% 234,442 $3.1M Reduce -6.0%
VB Vanguard Most SM-Cap ETF-Usd 0.96% 12,951 $3.1M Reduce -24.2%
SCZ iShares MSCI Eafe Small-Cap 0.96% 42,143 $3.1M Reduce -9.1%
DECK Deckers Outdoor Corp. 0.86% 26,643 $2.7M Reduce -37.0%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.85% 53,689 $2.7M Add +16.9%
DFAS Dimensional US Small Cap ETF 0.83% 41,720 $2.7M Reduce -16.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.83% 14,975 $2.6M Add +5.8%
DFSD Dimensional Short Duration 0.81% 53,730 $2.6M Reduce -4.2%
META Meta Platforms Inc. Class A 0.80% 3,464 $2.6M Reduce -1.5%
SPTI SS SPDR P Int Term TSY ETF 0.78% 87,378 $2.5M Add +4.4%
IWR iShares Russell Mid-Cap ETF 0.77% 26,887 $2.5M Reduce -15.2%
MUB iShares National Muni Bond E 0.76% 23,317 $2.4M Add +13.6%
VCSH Vanguard S/T Corp. Bond ETF 0.74% 29,830 $2.4M Reduce -1.3%
GOOGL Alphabet Inc. Class A 0.74% 13,445 $2.4M Add +1.2%
JPIE JPMorgan Income ETF 0.71% 49,008 $2.3M Reduce -8.7%
BND Vanguard Total Bond Market 0.70% 30,626 $2.3M Reduce -24.7%
EPI Wisdomtree India Earnings 0.70% 47,487 $2.3M Add +9.7%
SUB iShares Short-Term National 0.67% 20,132 $2.1M Add +0.5%
IJR iShares Core S&P Small-Cap E 0.65% 19,103 $2.1M Reduce -18.8%
SPYM Ste STR SPDR PT S&P 500 ETF 0.64% 28,132 $2.0M Add +4.2%
VOO Vanguard S&P 500 ETF 0.63% 3,544 $2.0M Reduce -15.5%
IVV iShares Core S&P 500 ETF 0.61% 3,125 $1.9M Reduce -0.2%
AMZN Amazon.com Inc. 0.60% 8,772 $1.9M Add +2.8%
AGG iShares Core U.S. Aggregate 0.60% 19,278 $1.9M Add +0.9%
MSFT Microsoft Corp. 0.58% 3,724 $1.9M Add +4.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.55% 2,871 $1.8M Add +1.2%
XLY SS Consumer Disc Select Sect 0.53% 7,821 $1.7M Reduce -19.6%
BRK.B Berkshire Hathaway Inc. Class B 0.52% 3,407 $1.7M Add +10.2%
XLV SS Health Care Select Sector 0.49% 11,750 $1.6M Add +72.3%
ORCL Oracle Corp. 0.49% 7,170 $1.6M Add +1.4%
EFA iShares MSCI Eafe ETF 0.45% 16,194 $1.4M Reduce -29.6%
JPM JPMorgan Chase & Co. 0.37% 4,063 $1.2M Add +0.1%
VWO Vanguard Ftse Emerging Marke 0.36% 23,481 $1.2M Add +1.8%
IUSV iShares Core S&P U.S. Value 0.36% 12,215 $1.2M Add +0.1%
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.36% 42,907 $1.1M Add +43.3%
IAU iShares Gold Trust 0.35% 18,025 $1.1M Add +12.5%
IXN iShares Global Tech ETF 0.35% 12,028 $1.1M No change
GBIL Goldman Sachs Access Treasur 0.34% 10,866 $1.1M Add +24.6%
SPDW Ste STR SPDR PT DW Eu ETF 0.34% 26,672 $1.1M Add +3.9%
DFIS Dimensional International SM 0.33% 35,630 $1.1M Reduce -13.2%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 0.30% 40,038 $955K Reduce -5.1%
XLP SS Consumer Staples Sel Sect 0.28% 11,257 $911K Add +191.9%
XLE SS Energy Select Sector 0.28% 10,675 $905K Reduce -16.5%
QCOM Qualcomm Inc. 0.28% 5,649 $900K Add +9.6%
JPST JPMorgan Ultra-Short Income 0.28% 17,482 $886K Reduce -22.5%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.27% 10,907 $880K Reduce -19.2%
HYD Vaneck High Yield Muni ETF 0.27% 17,495 $878K Add +3.6%
TLT iShares 20+ Year Treasury BD 0.27% 9,849 $869K Add +2.6%
AVGO Broadcom Inc. 0.27% 3,089 $851K Reduce -0.2%
IWM iShares Russell 2000 ETF 0.26% 3,868 $835K Reduce -8.8%
IYY iShares Dow Jones U.S. ETF 0.24% 5,100 $769K No change
IEF iShares 7-10 Year Treasury B 0.24% 8,027 $769K Reduce -7.2%
SJNK SS SPDR BB St Hi Yield ETF 0.24% 30,082 $766K Add +94.2%
VGT Vanguard Info Tech ETF 0.23% 1,128 $748K Reduce -10.0%
SPAB SS SPDR P Agg Bond ETF 0.23% 28,694 $735K Add +15.1%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.23% 8,938 $730K Add +11.5%
BSV Vanguard Short-Term Bond ETF 0.22% 9,143 $720K Add +0.9%
DFUV Dimensional US Marketwide Va 0.22% 16,970 $717K Add +2.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.22% 2,430 $716K Add +1.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.22% 1,576 $691K Add +40.8%
JPIB JPMorgan Intl BND ETF 0.21% 13,793 $671K Add +14.2%
MBB iShares MBS ETF 0.20% 6,717 $631K Add +3.0%
HQY Healthequity Inc. 0.20% 5,996 $628K Add +3.5%
V Visa Inc. Class A 0.19% 1,709 $607K Reduce -4.4%
KLAC KLA Corp. 0.18% 658 $589K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.18% 11,526 $565K Add +4.1%
SFM Sprouts Farmers Market Inc. 0.18% 3,426 $564K Reduce -7.5%
NOC Northrop Grumman Corp. 0.17% 1,099 $549K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.16% 9,700 $528K Add +41.6%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.16% 3,137 $516K Reduce -21.9%
SPMD SS SPDR P S&P 400 Midcap ETF 0.16% 9,474 $515K Add +2.2%
VCIT Vanguard Int-Term Corporate 0.15% 5,801 $481K Add +20.8%
GBTC Grayscale Bitcoin Trust ETF 0.15% 5,546 $470K Add +9.8%
QQQ Invesco QQQ Trust Series 1 0.15% 845 $466K Reduce -0.8%
TSLA Tesla Inc. 0.14% 1,462 $464K Add +58.2%
ADBE Adobe Inc. 0.14% 1,190 $460K Add +81.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.14% 2,317 $452K Add +9.0%
AGZ iShares Agency Bond ETF 0.14% 4,117 $452K Reduce -16.5%
COST Costco Wholesale Corp. 0.14% 451 $446K Reduce -0.2%
ISCF iShares International Small 0.14% 11,194 $434K Reduce -4.1%
WFC Wells Fargo & Co. 0.13% 5,320 $426K Add +6.7%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.13% 950 $419K Reduce -5.0%
BKNG Booking Holdings Inc. 0.13% 72 $417K Reduce -6.5%
SPYV SS SPDR P S&P 500 Value ETF 0.13% 7,859 $411K Add +0.7%
SPSM SS SPDR P S&P 600 Small Cap 0.12% 9,370 $399K Reduce -8.1%
USHY iShares Broad Usd High Yield 0.12% 10,630 $399K Reduce -1.1%
DFAI Dimensional International Co. 0.12% 11,504 $398K Add +2.7%
EME Emcor Group Inc. 0.12% 731 $391K Add +11.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.12% 3,045 $376K Add +15.1%
ABBV Abbvie Inc. 0.12% 2,020 $375K Add +1.6%
NFLX Netflix Inc. 0.12% 279 $374K New
CI The Cigna Group 0.12% 1,119 $370K Reduce -8.5%
VIG Vanguard Dividend Apprec ETF 0.11% 1,733 $355K Add +2.1%
AMP Ameriprise Financial Inc. 0.11% 664 $354K Reduce -9.0%
UNH Unitedhealth Group Inc. 0.11% 1,096 $342K Add +44.2%
VCR Vanguard Consumer Discre ETF 0.11% 932 $338K Add +19.6%
SPSB SS SPDR P St C Corp. ETF 0.10% 11,015 $333K Reduce -26.4%
PDBC Invesco Optimum Yield Divers 0.10% 25,153 $328K Add +13.3%
DFIV Dimensional International Va 0.10% 7,521 $322K No change
EMXC iShares MSCI Emr MRK Ex Chna 0.10% 5,055 $319K Reduce -1.1%
MCK McKesson Corp. 0.10% 428 $313K Add +1.7%
DOCU Docusign Inc. 0.09% 3,836 $299K New
SDY SS SPDR S&P Dividend ETF 0.09% 2,200 $299K No change
SIGI Selective Insurance Group 0.09% 3,418 $296K Reduce -1.4%
CAT Caterpillar Inc. 0.09% 756 $293K New
AXP American Express Co. 0.09% 919 $293K Add +20.1%
GE General Electric filed as GE AEROSPACE 0.09% 1,106 $285K Reduce -26.2%
PLTR Palantir Technologies Inc. Class A 0.08% 1,993 $272K New
VHT Vanguard Health Care ETF 0.08% 1,087 $270K New
NTAP Netapp Inc. 0.08% 2,483 $265K Reduce -17.2%
EVR Evercore Inc. Class A 0.08% 979 $264K New
AMAT Applied Materials Inc. 0.08% 1,433 $262K Add +3.8%
EWJ iShares MSCI Japan ETF 0.08% 3,490 $262K Add +9.1%
XMHQ Invesco S&P Midcap Qual ETF 0.08% 2,652 $261K Reduce -5.3%
SLYV SS SPDR S&P 600 SC Val ETF 0.08% 3,250 $259K No change
XOM Exxon Mobil Corp. 0.08% 2,398 $259K Reduce -3.7%
DFSV Dimensional US Small Cap Val 0.08% 8,753 $258K Reduce -22.3%
CRWD CrowdStrike Holdings Inc. Class A 0.08% 500 $255K New
AZO AutoZone Inc. 0.08% 68 $252K Add +11.5%
TSM Taiwan Semiconductor-SP ADR 0.08% 1,100 $249K New
XLC SS Comm Select Sector SPDR 0.08% 2,287 $248K Reduce -4.4%
TRV The Travelers Cos Inc. 0.08% 910 $243K No change
VLO Valero Energy Corp. 0.08% 1,808 $243K Add +14.1%
SPEM State Street SP PTF Em ETF 0.08% 5,631 $241K Add +8.3%
CIBR First Trust Nasdaq Cybersecu 0.07% 3,176 $240K New
PYPL PayPal Holdings Inc. 0.07% 3,218 $239K Reduce -8.6%
EFG iShares MSCI Eafe Growth ETF 0.07% 2,125 $238K New
IBIT iShares Bitcoin Trust ETF 0.07% 3,870 $237K Reduce -61.4%
FTCS First Trust Capital Strength 0.07% 2,589 $235K No change
VGSH Vanguard Short-Term Treasury 0.07% 4,000 $235K No change
FBTC Fidelity Wise Origin Bitcoin 0.07% 2,500 $235K New
TGT Target Corp. 0.07% 2,378 $235K Reduce -10.2%
ALSN Allison Transmission Holding 0.07% 2,319 $220K Add +3.0%
BOX Box Inc. Class A 0.07% 6,438 $220K Reduce -5.6%
FLMI Franklin Dynamic Municipal B 0.07% 9,034 $219K New
NVS Novartis AG-Sponsored ADR 0.07% 1,808 $219K Reduce -12.4%
GRID First TRST Nasd Class Edg Sgiif 0.07% 1,567 $218K New
TIP iShares Tips Bond ETF 0.07% 1,977 $218K Reduce -3.9%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.07% 750 $214K New
IYZ iShares US Telecommunication 0.07% 7,177 $214K New
GD General Dynamics Corp. 0.07% 724 $211K Reduce -14.1%
CSCO Cisco Systems Inc. 0.06% 2,991 $208K New
FLOT iShares Floating Rate Bond E 0.06% 4,066 $207K New
PANW Palo Alto Networks Inc. 0.06% 1,005 $206K New
NVNIF Nvni Group Ltd. 0.00% 20,600 $6K New

Portfolio Sells Q1 2025 → Q2 2025
DECK Deckers Outdoor Corp. Reduce -37.0% 0.86% −0.75
PSCT Invesco S&P Smallcap Informa Reduce -29.9% 0.98% −0.34
VB Vanguard Most SM-Cap ETF-Usd Reduce -24.2% 0.96% −0.33
BND Vanguard Total Bond Market Reduce -24.7% 0.70% −0.31
DBO Invesco DB Oil Fund Reduce -6.0% 0.97% −0.25
EFA iShares MSCI Eafe ETF Reduce -29.6% 0.45% −0.19
IJR iShares Core S&P Small-Cap E Reduce -18.8% 0.65% −0.18
DFAS Dimensional US Small Cap ETF Reduce -16.2% 0.83% −0.18
PSCD Invesco S&P Smallcap Consume Sold out 0.00% −0.17
KRE SS SPDR S&P Regional Bank Sold out 0.00% −0.17
IWR iShares Russell Mid-Cap ETF Reduce -15.2% 0.77% −0.15
JPIE JPMorgan Income ETF Reduce -8.7% 0.71% −0.13
ETF OPPORTUNITIES TRUST Sold out 0.00% −0.13
XLE SS Energy Select Sector Reduce -16.5% 0.28% −0.12
XLY SS Consumer Disc Select Sect Reduce -19.6% 0.53% −0.12
JPST JPMorgan Ultra-Short Income Reduce -22.5% 0.28% −0.11
VOO Vanguard S&P 500 ETF Reduce -15.5% 0.63% −0.10
DFSD Dimensional Short Duration Reduce -4.2% 0.81% −0.10
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -19.2% 0.27% −0.09
MUSA Murphy USA Inc. Sold out 0.00% −0.09
MSTR Strategy Inc. Sold out 0.00% −0.09
IBIT iShares Bitcoin Trust ETF Reduce -61.4% 0.07% −0.09
NVDU Direxion Daily Nvda Bull 2X Sold out 0.00% −0.08
AMGN Amgen Inc. Sold out 0.00% −0.08
TIDAL TRUST II Sold out 0.00% −0.08
XLI SS Industrial Select Sector Sold out 0.00% −0.07
MRSH Marsh & McLennan Cos Sold out 0.00% −0.07
XSHQ Invesco S&P Smallcap Quality Sold out 0.00% −0.07
VCSH Vanguard S/T Corp. Bond ETF Reduce -1.3% 0.74% −0.07
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -21.9% 0.16% −0.06
SPSB SS SPDR P St C Corp. ETF Reduce -26.4% 0.10% −0.05
SCZ iShares MSCI Eafe Small-Cap Reduce -9.1% 0.96% −0.05
MMIT Nylim Mackay Muni Intermedia Reduce -5.1% 0.30% −0.05
AGZ iShares Agency Bond ETF Reduce -16.5% 0.14% −0.04
IEF iShares 7-10 Year Treasury B Reduce -7.2% 0.24% −0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.7% 1.54% −0.04
DFIS Dimensional International SM Reduce -13.2% 0.33% −0.03
DFSV Dimensional US Small Cap Val Reduce -22.3% 0.08% −0.03
IWM iShares Russell 2000 ETF Reduce -8.8% 0.26% −0.03
V Visa Inc. Class A Reduce -4.4% 0.19% −0.02
CI The Cigna Group Reduce -8.5% 0.12% −0.02
TGT Target Corp. Reduce -10.2% 0.07% −0.02
VOX Vanguard Communication Servi Reduce -7.2% 1.12% −0.02
XOM Exxon Mobil Corp. Reduce -3.7% 0.08% −0.02
SPSM SS SPDR P S&P 600 Small Cap Reduce -8.1% 0.12% −0.02
SFM Sprouts Farmers Market Inc. Reduce -7.5% 0.18% −0.02
SIGI Selective Insurance Group Reduce -1.4% 0.09% −0.02
GE General Electric Reduce -26.2% 0.09% −0.01
GD General Dynamics Corp. Reduce -14.1% 0.07% −0.01
DIA SS SPDR Dow Jones Indus Avg Reduce -5.0% 0.13% −0.01

Portfolio Buys Q1 2025 → Q2 2025
NVDA Nvidia Corp. Add +6.0% 2.00% +0.59
XLK SS Technology Select Sector Add +15.7% 2.42% +0.56
GLD SPDR Gold Shares Add +19.6% 2.82% +0.39
XLP SS Consumer Staples Sel Sect Add +191.9% 0.28% +0.18
XLV SS Health Care Select Sector Add +72.3% 0.49% +0.16
ORCL Oracle Corp. Add +1.4% 0.49% +0.15
MSFT Microsoft Corp. Add +4.9% 0.58% +0.12
NFLX Netflix Inc. New 0.12% +0.12
SJNK SS SPDR BB St Hi Yield ETF Add +94.2% 0.24% +0.11
DOCU Docusign Inc. New 0.09% +0.09
CAT Caterpillar Inc. New 0.09% +0.09
PLTR Palantir Technologies Inc. Class A New 0.08% +0.08
VHT Vanguard Health Care ETF New 0.08% +0.08
EVR Evercore Inc. Class A New 0.08% +0.08
CRWD CrowdStrike Holdings Inc. Class A New 0.08% +0.08
SPTL SS SPDR PF LNG TRM TSY E-Usd Add +43.3% 0.36% +0.08
TSM Taiwan Semiconductor-SP ADR New 0.08% +0.08
VEA Vanguard Ftse Developed ETF Add +1.1% 1.96% +0.08
CIBR First Trust Nasdaq Cybersecu New 0.07% +0.07
VUG Vanguard Mrngstar GR ETF-Sui Add +40.8% 0.22% +0.07
EFG iShares MSCI Eafe Growth ETF New 0.07% +0.07
FBTC Fidelity Wise Origin Bitcoin New 0.07% +0.07
FLMI Franklin Dynamic Municipal B New 0.07% +0.07
GRID First TRST Nasd Class Edg Sgiif New 0.07% +0.07
VV Vngrd Mrgstr LRG-Cap ETF-Usd New 0.07% +0.07
IYZ iShares US Telecommunication New 0.07% +0.07
CSCO Cisco Systems Inc. New 0.06% +0.06
FLOT iShares Floating Rate Bond E New 0.06% +0.06
PANW Palo Alto Networks Inc. New 0.06% +0.06
TSLA Tesla Inc. Add +58.2% 0.14% +0.06
EPI Wisdomtree India Earnings Add +9.7% 0.70% +0.06
JMST JPM Ultra-Short Muni Income Add +16.9% 0.85% +0.06
ADBE Adobe Inc. Add +81.1% 0.14% +0.06
VTI VG Morningstar TS MKT ETF-US Add +3.0% 1.34% +0.06
AMZN Amazon.com Inc. Add +2.8% 0.60% +0.05
JEPQ JPM Nasdaq Equity Premium Add +41.6% 0.16% +0.04
GBIL Goldman Sachs Access Treasur Add +24.6% 0.34% +0.04
GOOGL Alphabet Inc. Class A Add +1.2% 0.74% +0.04
EME Emcor Group Inc. Add +11.9% 0.12% +0.04
GBTC Grayscale Bitcoin Trust ETF Add +9.8% 0.15% +0.03
EFV iShares MSCI Eafe Value ETF Add +4.4% 1.11% +0.03
SPYM Ste STR SPDR PT S&P 500 ETF Add +4.2% 0.64% +0.03
IAU iShares Gold Trust Add +12.5% 0.35% +0.03
JPM JPMorgan Chase & Co. Add +0.1% 0.37% +0.03
MUB iShares National Muni Bond E Add +13.6% 0.76% +0.02
HQY Healthequity Inc. Add +3.5% 0.20% +0.02
IBM Intl Business Machines Corp. Add +1.8% 0.22% +0.02
AXP American Express Co. Add +20.1% 0.09% +0.02
SPDW Ste STR SPDR PT DW Eu ETF Add +3.9% 0.34% +0.02
VCR Vanguard Consumer Discre ETF Add +19.6% 0.11% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 177$389.3MWMT, XLK, GLD, VEA, NVDA
Q1 2026 162$381.6MWMT, GLD, XLK, VEA, NVDA
Q4 2025 160$363.0MWMT, GLD, XLK, NVDA, VEA
Q3 2025Amended 168$365.5MWMT, GLD, XLK, NVDA, VEA
Q2 2025 157$320.4MWMT, GLD, XLK, NVDA, VEA
Q1 2025 149$294.0MWMT, GLD, VEA, XLK, DECK
Q4 2024 145$295.7MWMT, GLD, XLK, VEA, VO
Q3 2024 149$278.9MWMT, GLD, VEA, XLK, VO
Q2 2024 142$248.1MWMT, XLK, VEA, GLD, AAPL
Q1 2024 142$234.3MWMT, XLK, VEA, GLD, VTI