New England Private Wealth Advisors LLC

Name: New England Private Wealth Advisors LLC 13F holdings, Q4 2024
Creator: New England Private Wealth Advisors LLC
Published: 2025-02-07

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

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), New England Private Wealth Advisors LLC reported 144 stock positions worth $631.2 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 7.3% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 5.4%) and First Trust Value Line DVD (FVD, 5.3%). Compared with Q3 2024, it opened 10 new positions, sold out of 12, added to 93 and reduced 28. The biggest buy was Janus Henderson Aaa Clo ETF (JAAA, shares +331%) and the biggest sale Broadstone Net Lease (BNL, shares −2%).

Most Recent 13F: Q2 2026
Location: WELLESLEY, MA
CIK: 0001582813
Portfolio Value: $631.2M (Q4 2024)
SEC Filing: 0001085146-25-000908 ↗ filed Feb 7, 2025

Holdings Value

Holdings 144 stocks · $631.2M


VIG Vanguard Dividend Apprec ETF	7.25%	233,700	$45.8M	Add +2.2%
VTI VG Morningstar TS MKT ETF-US	5.42%	118,020	$34.2M	Add +1.6%
FVD First Trust Value Line DVD	5.28%	763,935	$33.3M	Reduce -0.7%
BNL Broadstone Net Lease Inc.	4.26%	1,694,305	$26.9M	Reduce -2.2%
SPLV Invesco S&P 500 Low Volatili	4.13%	372,730	$26.1M	Reduce -0.1%
RPG Invesco S&P 500 Pure Growth	3.89%	594,804	$24.5M	Reduce -0.3%
VXF Vanguard Extended Market ETF	3.42%	113,787	$21.6M	Add +4.0%
SPY SS SPDR S&P 500 ETF Trust-US	3.05%	32,880	$19.3M	Reduce -0.0%
JAAA Janus Henderson Aaa Clo ETF	2.72%	338,830	$17.2M	Add +330.6%
MOAT Vaneck Morningstar Wide Moat	2.61%	177,486	$16.5M	Reduce -21.6%
DFAT Dimensional US Target Value	2.38%	270,306	$15.0M	Reduce -2.1%
IWB iShares Russell 1000 ETF	2.15%	42,173	$13.6M	Add +0.3%
XT Ishar Fture Exp Tech ETF-Usd	1.98%	208,972	$12.5M	Reduce -18.3%
TDIV FT Nasdaq Tech DVD Index FD	1.93%	155,280	$12.2M	Add +0.4%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE	1.82%	325,925	$11.5M	Add +34.9%
RSP Invesco S&P 500 Equal Weight	1.66%	59,878	$10.5M	Reduce -1.0%
EMLP First Trust North American E	1.61%	285,932	$10.2M	Add +6.3%
VHT Vanguard Health Care ETF	1.59%	39,492	$10.0M	Reduce -4.6%
RFG Invesco S&P Midcap 400 Pure	1.56%	203,340	$9.8M	Reduce -0.0%
USMV iShares MSCI USA Min Vol Fac	1.53%	108,944	$9.7M	Add +9.1%
VOO Vanguard S&P 500 ETF	1.51%	17,692	$9.5M	Add +6.0%
QQQ Invesco QQQ Trust Series 1	1.48%	18,275	$9.3M	Add +6.3%
QQEW First TR Nasdaq-100 Sel Eq	1.42%	71,868	$9.0M	Reduce -6.0%
VIGI Vanguard Int Div App Indx FD	1.37%	108,110	$8.6M	Add +0.0%
SCHD Schwab US DVD Equity ETF	1.34%	309,589	$8.5M	Add +7.3%
JEPI JPMorgan Equity Premium Inco	1.32%	145,266	$8.4M	Add +2.4%
PAVE Global X US Infrastructure	1.32%	205,417	$8.3M	Reduce -0.1%
VYMI Vanguard Int High DVD YLD Inc.	1.29%	120,019	$8.1M	Add +5.5%
IBDQ iShares Ibonds Dec 2025 Term	1.12%	282,843	$7.1M	Add +25.5%
VXUS Vanguard Total Intl Stock	1.12%	120,150	$7.1M	Add +0.3%
IWF iShares Russell 1000 Growth	1.10%	17,217	$6.9M	Add +7.5%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F	1.05%	117,626	$6.6M	Add +2.1%
IWM iShares Russell 2000 ETF	0.99%	28,393	$6.3M	Add +0.3%
QLTY GMO U.S. Quality ETF	0.85%	167,617	$5.4M	Add +32.8%
IWR iShares Russell Mid-Cap ETF	0.79%	56,676	$5.0M	Add +0.7%
PPA Invesco Aerospace & Defense	0.74%	40,629	$4.7M	Add +0.1%
IVV iShares Core S&P 500 ETF	0.70%	7,465	$4.4M	Add +0.8%
EFA iShares MSCI Eafe ETF	0.69%	57,550	$4.4M	Add +0.7%
PVAL Putnam Focused LRG Cap Value	0.69%	116,611	$4.3M	New
AVUV Avantis US Small Cap Value	0.68%	44,521	$4.3M	Add +37.8%
IWD iShares Russell 1000 Value E	0.66%	22,497	$4.2M	Reduce -2.3%
PRF Invesco Rafi US 1000 ETF	0.66%	102,861	$4.1M	Add +0.2%
IBDR iShares Ibonds Dec 2026 Term	0.62%	162,841	$3.9M	Add +72.1%
FPAG Fpa Global Equity ETF New	0.59%	121,997	$3.7M	Add +38.2%
FRDM Freedom 100 Emeging MRKT ETF	0.57%	109,292	$3.6M	Reduce -4.3%
XLV SS Health Care Select Sector	0.56%	25,544	$3.5M	Add +0.9%
VGT Vanguard Info Tech ETF	0.53%	5,397	$3.4M	Reduce -0.1%
IJH iShares Core S&P Midcap ETF	0.53%	53,336	$3.3M	Add +1.1%
VB Vanguard Most SM-Cap ETF-Usd	0.44%	11,635	$2.8M	Add +26.7%
MDY State Street SPDR S&P Midcap	0.43%	4,721	$2.7M	No change
IBMN iShares Ibonds Dec 2025 Term	0.41%	97,495	$2.6M	Add +0.2%
SDY SS SPDR S&P Dividend ETF	0.38%	18,270	$2.4M	Add +0.4%
CEFS Saba Opport Hedg Cef ETF-Usd	0.38%	110,748	$2.4M	Add +639.2%
VYM Vanguard High DVD Yield ETF	0.37%	18,119	$2.3M	Add +25.7%
VWO Vanguard Ftse Emerging Marke	0.33%	47,991	$2.1M	Add +1.9%
SMDV Proshrs RSL 2000 DVD GRW ETF	0.32%	30,024	$2.0M	Add +0.6%
GLD SPDR Gold Shares	0.32%	8,360	$2.0M	Reduce -0.5%
MTUM iShares MSCI USA Momentum Fa	0.32%	9,765	$2.0M	Add +0.1%
IEFA iShares Core MSCI Eafe ETF	0.31%	28,009	$2.0M	Add +18.0%
SCHG Schwab US Large-Cap Growth	0.29%	65,827	$1.8M	No change
IBMO iShares Ibonds Dec 2026 Term	0.27%	67,063	$1.7M	Add +295.3%
IWY iShares Russell Top 200 Grow	0.27%	7,184	$1.7M	Add +0.1%
COWZ Pacer US Cash Cows 100 ETF	0.27%	29,922	$1.7M	Add +0.4%
IBB iShares Biotechnology ETF	0.27%	12,682	$1.7M	Reduce -0.0%
PWB Invesco Large Cap Growth ETF	0.26%	15,844	$1.6M	No change
IAU iShares Gold Trust	0.25%	32,255	$1.6M	Add +8.4%
DISV Dimensional International SM	0.25%	59,416	$1.6M	Add +0.6%
IWV iShares Russell 3000 ETF	0.25%	4,663	$1.6M	Add +4.1%
EEMV iShares MSCI Emg MKT Min Vol	0.24%	26,171	$1.5M	Add +0.6%
VCSH Vanguard S/T Corp. Bond ETF	0.23%	18,606	$1.5M	Add +26.9%
AGG iShares Core U.S. Aggregate	0.22%	14,455	$1.4M	Reduce -0.9%
VTV Vanguard Mrngstr Val ETF-Aui	0.21%	7,987	$1.4M	Add +0.2%
VUG Vanguard Mrngstar GR ETF-Sui	0.21%	3,288	$1.3M	Add +0.1%
VEU Vanguard Ftse All-World Ex-U	0.21%	23,082	$1.3M	Add +0.3%
CWB SS SPDR BB Conv Sec ETF	0.21%	16,889	$1.3M	Add +1.5%
IVW iShares S&P 500 Growth ETF	0.20%	12,433	$1.3M	Reduce -13.7%
GLDM SPDR Gold Minishares Trust	0.19%	22,863	$1.2M	No change
IBDS Ishrs Ibnds Dec 27 Corp. ETF	0.19%	49,566	$1.2M	New
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.18%	4,363	$1.2M	Add +174.4%
PRFZ Inv Rafi US 1500 SM-Usd Inc.	0.17%	26,121	$1.1M	Add +0.1%
XLK SS Technology Select Sector	0.17%	4,614	$1.1M	Add +0.1%
DFUV Dimensional US Marketwide Va	0.17%	26,168	$1.1M	Add +0.4%
PFF iShares Preferred & Income S	0.17%	33,142	$1.0M	Add +0.6%
FELC Fidelity Enh LRG Cap Cor ETF	0.16%	30,260	$996K	Add +1.8%
IVE iShares S&P 500 Value ETF	0.16%	5,141	$981K	Add +0.2%
ARKK ARK Innovation ETF	0.15%	17,157	$974K	Reduce -26.0%
IDEV iShares Core MSCI Dev MKTS	0.14%	13,217	$852K	Add +1.3%
IBHE iShares Ibonds 2025 H/Y Inc.	0.13%	36,019	$836K	Add +1.5%
VEA Vanguard Ftse Developed ETF	0.13%	16,551	$791K	Add +95.3%
GINN Goldman Sachs Innovate Eqty	0.12%	12,522	$771K	Add +63.3%
EMB iShares JP Morgan Usd Emergi	0.12%	8,185	$729K	Add +0.2%
QWLD State Street SPDR MSCI World	0.11%	5,751	$712K	Add +0.3%
NETL Cltpnt NT Leas RL Est-Usd Inc.	0.11%	29,813	$701K	Add +1.0%
MGV Vngrd Mrgstr MG CP VL ETF-Ui	0.11%	5,434	$679K	Add +153.4%
AOR iShares Core 60/40 Balanced	0.11%	11,699	$671K	Add +2.6%
SCHX Schwab US Large-Cap ETF	0.09%	25,423	$589K	Add +4.8%
DVY iShares Select Dividend ETF	0.09%	4,363	$573K	Add +13.4%
MGK Vngrd Mrgstr MG CP GR ETF-Ui	0.09%	1,617	$555K	Add +37.5%
RWX State Street SPDR Dow Jones	0.09%	23,987	$553K	No change
FM iShares Frontier and Select	0.09%	19,842	$539K	No change
EFAV iShares MSCI Eafe Min Vol Fa	0.08%	7,064	$499K	New
SOXX iShares Semiconductor ETF	0.07%	2,196	$473K	Reduce -0.5%
ITA iShares U.S. Aerospace & Def	0.07%	3,148	$458K	Add +0.0%
DGRO iShares Core Dividend Growth	0.07%	6,993	$429K	Add +0.3%
INDA iShares MSCI India ETF	0.07%	7,872	$414K	Add +0.7%
XLE SS Energy Select Sector	0.06%	4,713	$404K	Add +27.6%
BNDX Vanguard Total Intl Bond ETF	0.06%	8,136	$399K	Add +2.5%
XAR SS SPDR S&P Aerospace Def	0.06%	2,290	$380K	Reduce -0.7%
XBI SS SPDR S&P Biotech ETF	0.06%	4,157	$374K	No change
ESGD iShares Trust iShares ESG Aw	0.06%	4,892	$372K	Add +1.3%
SCHF Schwab Intl Equity ETF	0.06%	19,396	$359K	Add +6.5%
OEF iShares S&P 100 ETF	0.05%	1,196	$346K	Add +0.1%
HDV iShares Core High Dividend E	0.05%	3,077	$345K	No change
VTWO Vanguard Russell 2000 ETF	0.05%	3,832	$342K	No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.05%	1,233	$333K	Add +12.8%
MINT PIMCO Enhanced Short Maturit	0.05%	3,263	$327K	Add +1.3%
VOOG Vanguard S&P 500 Growth ETF	0.05%	877	$321K	Reduce -14.0%
VBR Vngrd Mrngst SL-CP Val ETF-U	0.05%	1,614	$320K	Add +0.6%
FDVV Fidelity High Dividend ETF	0.05%	6,291	$314K	Add +6.2%
IVOO Vanguard S&P Mid-Cap 400 ETF	0.05%	2,975	$314K	Reduce -16.4%
VONG Vanguard Russell 1000 Growth	0.05%	3,018	$312K	New
ESGV Vanguard ESG US Stock ETF	0.05%	2,964	$311K	Add +0.3%
FLDR Fidelity Low Durat Fact ETF	0.05%	6,206	$310K	New
INFL Horizon Kinetics Infl Benef	0.05%	7,688	$293K	Add +0.3%
IGEB iShares Investment Grade SYS	0.05%	6,512	$289K	New
FBND Fidelity Total Bond ETF	0.05%	6,389	$287K	New
VT Vanguard Tot World STK ETF	0.04%	2,388	$281K	Add +0.4%
IWN iShares Russell 2000 Value E	0.04%	1,656	$272K	No change
QUS SS SPDR MSCI U Stratfact ETF	0.04%	1,706	$264K	Add +0.9%
DEM Wisdomtree Emerging Markets	0.04%	6,437	$261K	Add +0.1%
VOT Vngrd Mrngstr MC GRW ETF-Usd	0.04%	1,007	$255K	No change
CALF PCR US SM CP CSH CWS ETF-Usd	0.04%	5,757	$253K	Reduce -36.3%
VPU Vanguard Utilities ETF	0.04%	1,483	$243K	Add +1.4%
IUSG iShares Core S&P U.S. Growth	0.04%	1,716	$239K	No change
FSMD Fidelity Small-Mid Multifact	0.04%	5,574	$229K	New
IJR iShares Core S&P Small-Cap E	0.04%	1,939	$223K	Reduce -0.9%
PTLC Pacer Trendpilot US Large Ca	0.03%	4,108	$220K	No change
VBK Van Morst SML-Cap Gro-Usd Inc.	0.03%	779	$218K	Reduce -17.8%
VOE Vngrd Mrngstr MD-Cap Val ETF	0.03%	1,321	$214K	Add +0.1%
IBHF iShares Ibond 2026 HY & Inc.	0.03%	9,183	$213K	New
IBDT iShares Ibonds Dec 2028 ETF	0.03%	8,448	$210K	New
IEMG iShares Core MSCI Emerging	0.03%	4,027	$210K	Add +15.0%
FNDE Schwab Fndmntl Em MRK Eq ETF	0.03%	7,087	$206K	Add +3.6%
ICLN iShares Global Clean Energy	0.02%	10,796	$123K	Add +1.0%

Portfolio Sells Q3 2024 → Q4 2024


BNL Broadstone Net Lease Inc.	Reduce -2.2%	4.26%	−1.04
MOAT Vaneck Morningstar Wide Moat	Reduce -21.6%	2.61%	−0.93
IBDP iShares Ibonds Dec 2024 Term	Sold out	0.00%	−0.82
IBMM iShares Ibonds Dec 2024 Term	Sold out	0.00%	−0.59
XT Ishar Fture Exp Tech ETF-Usd	Reduce -18.3%	1.98%	−0.54
FVD First Trust Value Line DVD	Reduce -0.7%	5.28%	−0.36
VHT Vanguard Health Care ETF	Reduce -4.6%	1.59%	−0.30
SPLV Invesco S&P 500 Low Volatili	Reduce -0.1%	4.13%	−0.18
QQEW First TR Nasdaq-100 Sel Eq	Reduce -6.0%	1.42%	−0.12
FRDM Freedom 100 Emeging MRKT ETF	Reduce -4.3%	0.57%	−0.09
DFAT Dimensional US Target Value	Reduce -2.1%	2.38%	−0.09
RSP Invesco S&P 500 Equal Weight	Reduce -1.0%	1.66%	−0.09
JPST JPMorgan Ultra-Short Income	Sold out	0.00%	−0.08
RFG Invesco S&P Midcap 400 Pure	Reduce -0.0%	1.56%	−0.05
PAVE Global X US Infrastructure	Reduce -0.1%	1.32%	−0.05
FLRN SS SPDR BB Ig Float RT ETF	Sold out	0.00%	−0.05
ARKG ARK Genomic Revolution ETF	Sold out	0.00%	−0.05
IWD iShares Russell 1000 Value E	Reduce -2.3%	0.66%	−0.05
QCLN First Trust Nasdaq Clean Edg	Sold out	0.00%	−0.04
IBHD iShares Ibonds 2024 H/Y Inc.	Sold out	0.00%	−0.03
IUSV iShares Core S&P U.S. Value	Sold out	0.00%	−0.03
XLI SS Industrial Select Sector	Sold out	0.00%	−0.03
FNDF Schwab Fndmn Intl LRG Co. ETF	Sold out	0.00%	−0.03
EPI Wisdomtree India Earnings	Sold out	0.00%	−0.03
IBB iShares Biotechnology ETF	Reduce -0.0%	0.27%	−0.03
CALF PCR US SM CP CSH CWS ETF-Usd	Reduce -36.3%	0.04%	−0.03
ARKK ARK Innovation ETF	Reduce -26.0%	0.15%	−0.02
IVW iShares S&P 500 Growth ETF	Reduce -13.7%	0.20%	−0.02
AGG iShares Core U.S. Aggregate	Reduce -0.9%	0.22%	−0.02
DHC Diversified Healthcare Trust	Sold out	0.00%	−0.01
IVOO Vanguard S&P Mid-Cap 400 ETF	Reduce -16.4%	0.05%	−0.01
GLD SPDR Gold Shares	Reduce -0.5%	0.32%	−0.01
SOXX iShares Semiconductor ETF	Reduce -0.5%	0.07%	−0.01
VBK Van Morst SML-Cap Gro-Usd Inc.	Reduce -17.8%	0.03%	−0.01
VOOG Vanguard S&P 500 Growth ETF	Reduce -14.0%	0.05%	−0.01
IJR iShares Core S&P Small-Cap E	Reduce -0.9%	0.04%	−0.00
XAR SS SPDR S&P Aerospace Def	Reduce -0.7%	0.06%	+0.00
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -0.0%	3.05%	+0.01
VGT Vanguard Info Tech ETF	Reduce -0.1%	0.53%	+0.02
RPG Invesco S&P 500 Pure Growth	Reduce -0.3%	3.89%	+0.11

Portfolio Buys Q3 2024 → Q4 2024


JAAA Janus Henderson Aaa Clo ETF	Add +330.6%	2.72%	+2.08
PVAL Putnam Focused LRG Cap Value	New	0.69%	+0.69
CGDV Cap Group Dividend Value	Add +34.9%	1.82%	+0.40
CEFS Saba Opport Hedg Cef ETF-Usd	Add +639.2%	0.38%	+0.32
IBDR iShares Ibonds Dec 2026 Term	Add +72.1%	0.62%	+0.25
VXF Vanguard Extended Market ETF	Add +4.0%	3.42%	+0.21
IBDQ iShares Ibonds Dec 2025 Term	Add +25.5%	1.12%	+0.21
IBMO iShares Ibonds Dec 2026 Term	Add +295.3%	0.27%	+0.20
IBDS Ishrs Ibnds Dec 27 Corp. ETF	New	0.19%	+0.19
QLTY GMO U.S. Quality ETF	Add +32.8%	0.85%	+0.18
AVUV Avantis US Small Cap Value	Add +37.8%	0.68%	+0.18
EMLP First Trust North American E	Add +6.3%	1.61%	+0.16
FPAG Fpa Global Equity ETF New	Add +38.2%	0.59%	+0.14
QQQ Invesco QQQ Trust Series 1	Add +6.3%	1.48%	+0.13
IWF iShares Russell 1000 Growth	Add +7.5%	1.10%	+0.13
VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +174.4%	0.18%	+0.11
VTI VG Morningstar TS MKT ETF-US	Add +1.6%	5.42%	+0.11
VB Vanguard Most SM-Cap ETF-Usd	Add +26.7%	0.44%	+0.09
VOO Vanguard S&P 500 ETF	Add +6.0%	1.51%	+0.09
EFAV iShares MSCI Eafe Min Vol Fa	New	0.08%	+0.08
VYM Vanguard High DVD Yield ETF	Add +25.7%	0.37%	+0.07
MGV Vngrd Mrgstr MG CP VL ETF-Ui	Add +153.4%	0.11%	+0.06
USMV iShares MSCI USA Min Vol Fac	Add +9.1%	1.53%	+0.06
VEA Vanguard Ftse Developed ETF	Add +95.3%	0.13%	+0.05
VONG Vanguard Russell 1000 Growth	New	0.05%	+0.05
FLDR Fidelity Low Durat Fact ETF	New	0.05%	+0.05
GINN Goldman Sachs Innovate Eqty	Add +63.3%	0.12%	+0.05
IGEB iShares Investment Grade SYS	New	0.05%	+0.05
FBND Fidelity Total Bond ETF	New	0.05%	+0.05
VCSH Vanguard S/T Corp. Bond ETF	Add +26.9%	0.23%	+0.04
FSMD Fidelity Small-Mid Multifact	New	0.04%	+0.04
IBHF iShares Ibond 2026 HY & Inc.	New	0.03%	+0.03
IBDT iShares Ibonds Dec 2028 ETF	New	0.03%	+0.03
JEPQ JPM Nasdaq Equity Premium	Add +2.1%	1.05%	+0.03
SCHD Schwab US DVD Equity ETF	Add +7.3%	1.34%	+0.03
MGK Vngrd Mrgstr MG CP GR ETF-Ui	Add +37.5%	0.09%	+0.03
IWB iShares Russell 1000 ETF	Add +0.3%	2.15%	+0.02
IAU iShares Gold Trust	Add +8.4%	0.25%	+0.01
IWY iShares Russell Top 200 Grow	Add +0.1%	0.27%	+0.01
IEFA iShares Core MSCI Eafe ETF	Add +18.0%	0.31%	+0.01
XLE SS Energy Select Sector	Add +27.6%	0.06%	+0.01
IWV iShares Russell 3000 ETF	Add +4.1%	0.25%	+0.01
VUG Vanguard Mrngstar GR ETF-Sui	Add +0.1%	0.21%	+0.01
DVY iShares Select Dividend ETF	Add +13.4%	0.09%	+0.01
IVV iShares Core S&P 500 ETF	Add +0.8%	0.70%	+0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Add +12.8%	0.05%	+0.01
SCHX Schwab US Large-Cap ETF	Add +4.8%	0.09%	+0.00
FELC Fidelity Enh LRG Cap Cor ETF	Add +1.8%	0.16%	+0.00
CWB SS SPDR BB Conv Sec ETF	Add +1.5%	0.21%	+0.00
XLK SS Technology Select Sector	Add +0.1%	0.17%	+0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	205	$1.0B	VIG, VTI, FVD, BNL, JAAA
Q1 2026	194	$866.2M	VIG, VTI, FVD, JAAA, BNL
Q4 2025Amended	179	$803.1M	VIG, VTI, FVD, BNL, RPG
Q3 2025	178	$758.8M	VIG, VTI, FVD, JAAA, RPG
Q2 2025	163	$683.7M	VIG, VTI, FVD, JAAA, RPG
Q1 2025	147	$646.7M	VIG, JAAA, FVD, VTI, BNL
Q4 2024	144	$631.2M	VIG, VTI, FVD, BNL, SPLV
Q3 2024	146	$619.8M	VIG, FVD, VTI, BNL, SPLV
Q2 2024	137	$573.2M	VIG, FVD, VTI, BNL, SPLV
Q1 2024	133	$568.8M	VIG, FVD, VTI, BNL, SPLV