Nottingham Advisors, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 2, 2024), Nottingham Advisors, Inc. reported 156 stock positions worth $843.5 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 10.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 7.1%) and SS SPDR P S&P 500 Value ETF (SPYV, 6.8%). Compared with Q1 2024, it opened 27 new positions, sold out of 7, added to 44 and reduced 56. The biggest buy was a new position in St Sr Utl SL SE SPDR ETF-Usd (XLU) and the biggest sale iShares MSCI USA Min Vol Fac (USMV, shares −43%).

Most Recent 13F
Q2 2026
Location
AMHERST, NY
CIK
0001093276
Portfolio Value
$843.5M (Q2 2024)
SEC Filing
0001093276-24-000003 ↗ filed Aug 2, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $817.4M Q1 2024 Q2 2024: $843.5M $843.5M Q2 2024 Q3 2024: $904.3M Q3 2024 Q4 2024: $788.2M Q4 2024 Q1 2025: $654.3M Q1 2025 Q2 2025: $674.1M Q2 2025 Q3 2025: $720.2M Q3 2025 Q4 2025: $716.9M Q4 2025 Q1 2026: $776.9M Q1 2026 Q2 2026: $837.6M Q2 2026

Holdings 156 stocks · $843.5M
IEFA iShares Core MSCI Eafe ETF 10.10% 1,172,990 $85.2M Add +5.1%
IVV iShares Core S&P 500 ETF 7.08% 109,171 $59.7M Reduce -2.9%
SPYV SS SPDR P S&P 500 Value ETF 6.81% 1,178,488 $57.4M Reduce -0.1%
SPYG SS SPDR P S&P 500 Growth ETF 6.34% 667,347 $53.5M Reduce -5.7%
JEPI JPMorgan Equity Premium Inco 5.34% 794,437 $45.0M Add +3.1%
SPYM Ste STR SPDR PT S&P 500 ETF 4.18% 551,039 $35.3M Add +2.5%
MBB iShares MBS ETF 3.80% 349,198 $32.1M Add +4.4%
IJH iShares Core S&P Midcap ETF 3.33% 480,514 $28.1M Reduce -0.7%
JAAA Janus Henderson Aaa Clo ETF 3.14% 520,028 $26.5M Add +11.0%
IEMG iShares Core MSCI Emerging 3.08% 485,921 $26.0M Add +1.3%
SPIB SS SPDR P Int C Corp. ETF 2.73% 705,911 $23.0M Add +3.7%
IJR iShares Core S&P Small-Cap E 2.38% 188,247 $20.1M Reduce -14.9%
IEF iShares 7-10 Year Treasury B 2.26% 203,792 $19.1M Add +5.1%
JSI JH Securitized Income ETF 1.98% 323,273 $16.7M Add +24.0%
GLDM SPDR Gold Minishares Trust 1.94% 355,594 $16.4M Add +0.3%
VGLT Vanguard Long-Term Treasury 1.90% 277,779 $16.0M Add +5.0%
VCLT Vanguard Long-Term Corp. Bond 1.85% 205,512 $15.6M Add +4.2%
SGOV iShares 0-3 Month Treasury B 1.79% 149,863 $15.1M Reduce -8.3%
IWF iShares Russell 1000 Growth 1.67% 38,727 $14.1M Reduce -5.8%
USMV iShares MSCI USA Min Vol Fac 1.38% 138,760 $11.7M Reduce -43.2%
IWD iShares Russell 1000 Value E 1.38% 66,770 $11.6M Reduce -0.1%
FLCA Franklin Ftse Canada ETF 1.35% 340,656 $11.4M Reduce -1.2%
AVUV Avantis US Small Cap Value 1.32% 124,174 $11.1M Add +80.8%
SCHX Schwab US Large-Cap ETF 1.29% 169,643 $10.9M Reduce -4.3%
IAU iShares Gold Trust 1.26% 241,111 $10.6M Reduce -1.3%
EMXC iShares MSCI Emr MRK Ex Chna 1.21% 172,566 $10.2M Add +0.9%
BSCX Invesco Bulletshares 2033 CB 0.88% 358,282 $7.4M Add +6.0%
IXJ iShares Global Healthcare Et 0.82% 74,823 $6.9M Reduce -34.2%
ESGD iShares Trust iShares ESG Aw 0.75% 80,764 $6.4M Add +3.6%
CBU Community Financial System I 0.72% 128,294 $6.1M Reduce -0.1%
MA Mastercard Inc. Class A 0.72% 13,702 $6.0M Reduce -0.7%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.62% 77,163 $5.3M New
BKGI BNY Mellon GLBL Infra Inc. 0.62% 181,835 $5.2M New
IVW iShares S&P 500 Growth ETF 0.61% 55,307 $5.1M Reduce -8.4%
AAPL Apple Inc. 0.55% 22,070 $4.6M Add +23.8%
EZU iShares MSCI Eurozone ETF 0.55% 94,149 $4.6M Add +14.0%
MSFT Microsoft Corp. 0.54% 10,242 $4.6M Add +56.3%
VEA Vanguard Ftse Developed ETF 0.48% 82,046 $4.1M Add +5.7%
BRK.B Berkshire Hathaway Inc. Class B 0.47% 9,713 $4.0M No change
IVE iShares S&P 500 Value ETF 0.45% 20,807 $3.8M Reduce -2.6%
HDV iShares Core High Dividend E 0.39% 30,127 $3.3M Add +9.9%
GOOG Alphabet Inc. Class C 0.36% 16,695 $3.1M Reduce -0.4%
ESGE iShares Inc. iShares ESG Awar 0.34% 85,352 $2.9M Reduce -0.3%
BSCS Invesco Bulletshares 2028 CB 0.33% 138,622 $2.8M Add +21.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.28% 4,281 $2.3M Reduce -0.2%
SPMD SS SPDR P S&P 400 Midcap ETF 0.25% 41,801 $2.1M Add +23.7%
VWO Vanguard Ftse Emerging Marke 0.23% 43,466 $1.9M Reduce -0.9%
BSX Boston Scientific Corp. 0.22% 24,256 $1.9M No change
CLIP Global X 1-3 Month T-Bill 0.22% 18,135 $1.8M New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.20% 15,196 $1.7M Add +5.6%
SRLN SS Blackstone Sr Loan ETF 0.20% 39,905 $1.7M Add +14.0%
USFR Wisdomtree Floating Rate Tre 0.20% 33,089 $1.7M Reduce -29.2%
ACWI iShares MSCI Acwi ETF 0.20% 14,669 $1.6M Reduce -0.5%
ESGU iShares ESG Aware MSCI USA 0.19% 13,723 $1.6M Reduce -2.3%
JPST JPMorgan Ultra-Short Income 0.19% 32,215 $1.6M Reduce -7.1%
GOOGL Alphabet Inc. Class A 0.19% 8,872 $1.6M Reduce -0.2%
VIG Vanguard Dividend Apprec ETF 0.17% 8,041 $1.5M Reduce -0.7%
SPSM SS SPDR P S&P 600 Small Cap 0.17% 34,170 $1.4M Reduce -2.1%
SCZ iShares MSCI Eafe Small-Cap 0.17% 22,913 $1.4M Add +29.7%
HYBB iShares BB Rated Corp. Bond 0.16% 29,425 $1.4M Add +14.4%
OCUL Ocular Therapeutix Inc. 0.16% 193,266 $1.3M No change
SCHP Schwab U.S. Tips ETF 0.16% 25,291 $1.3M Reduce -24.1%
VOO Vanguard S&P 500 ETF 0.15% 2,601 $1.3M No change
AMZN Amazon.com Inc. 0.15% 6,522 $1.3M Add +64.7%
VGIT Vanguard Intermediate-Term T 0.14% 20,648 $1.2M Reduce -4.9%
VT Vanguard Tot World STK ETF 0.14% 10,260 $1.2M No change
FAST Fastenal Co. 0.13% 17,728 $1.1M No change
PG The Procter & Gamble Co. 0.12% 6,014 $992K Add +98.9%
JNJ Johnson & Johnson 0.11% 6,488 $948K Add +41.9%
LIN Linde PLC 0.11% 2,160 $948K No change
COST Costco Wholesale Corp. 0.11% 1,077 $915K No change
MTB M & T Bank Corp. filed as M & T BK CORP 0.11% 5,920 $896K Add +0.0%
JUST Goldman Sachs Just US LRG 0.10% 11,037 $862K Reduce -3.0%
XOM Exxon Mobil Corp. 0.10% 7,149 $823K Add +43.7%
CATH Global X S&P 500 Ca Val ETF 0.09% 12,096 $791K Reduce -5.1%
JPM JPMorgan Chase & Co. 0.09% 3,628 $734K Reduce -4.5%
ESGV Vanguard ESG US Stock ETF 0.08% 7,250 $700K Reduce -12.1%
QQQ Invesco QQQ Trust Series 1 0.08% 1,458 $699K No change
LOW Lowe's Cos Inc. 0.08% 3,055 $673K New
VSGX Vanguard ESG Intl Stock ETF 0.08% 11,750 $673K No change
AFL Aflac Inc. 0.08% 7,500 $670K New
V Visa Inc. Class A 0.08% 2,526 $663K Add +172.8%
AGG iShares Core U.S. Aggregate 0.08% 6,582 $639K No change
PAXS PIMCO Access Income Fund 0.08% 40,301 $637K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 3,579 $619K Add +123.1%
BRK.A Berkshire Hathaway Inc. Class A 0.07% 1 $612K No change
NEE Nextera Energy Inc. 0.07% 8,319 $589K New
PAYX Paychex Inc. 0.07% 4,951 $587K Add +0.1%
EFAV iShares MSCI Eafe Min Vol Fa 0.07% 8,140 $565K Reduce -6.2%
BSCQ Invesco Bulletshares 2026 CB 0.07% 28,975 $556K Reduce -31.7%
VB Vanguard Most SM-Cap ETF-Usd 0.07% 2,514 $548K Reduce -4.6%
NVDA Nvidia Corp. 0.06% 4,381 $541K Add +0.7%
MCD McDonald's Corp. 0.06% 2,084 $531K New
WMT Walmart Inc. 0.06% 7,821 $530K New
DHR Danaher Corp. 0.06% 2,114 $528K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 2,180 $528K Reduce -2.3%
SPSB SS SPDR P St C Corp. ETF 0.06% 17,500 $520K No change
GLD SPDR Gold Shares 0.06% 2,404 $517K Reduce -1.2%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.06% 1,321 $517K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.06% 10,000 $513K No change
ITW Illinois Tool Works 0.06% 2,140 $507K New
EIPI FT Energy Income ETF 0.06% 25,422 $472K New
MRK Merck & Co. Inc. 0.06% 3,776 $467K New
MS Morgan Stanley 0.06% 4,784 $465K New
DE Deere & Co. 0.06% 1,244 $465K New
AIF Apollo Tactical Income Fund 0.05% 31,021 $454K Add +10.2%
IYY iShares Dow Jones U.S. ETF 0.05% 3,157 $418K Reduce -2.4%
GSY Invesco Ultra Short Duration filed as POWERSHARES ACTIVELY MANAGED 0.05% 8,214 $410K Reduce -24.7%
AXP American Express Co. 0.05% 1,765 $409K No change
CSCO Cisco Systems Inc. 0.05% 8,548 $406K New
SUSC iShares ESG Aware Usd Corpor 0.05% 17,782 $404K Add +3.0%
SPDW Ste STR SPDR PT DW Eu ETF 0.05% 11,510 $404K Add +5.9%
VONV Vanguard Russell 1000 Value 0.05% 5,200 $398K No change
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.05% 7,835 $398K Reduce -69.6%
HD Home Depot Inc. 0.05% 1,147 $395K Add +35.4%
SPEM State Street SP PTF Em ETF 0.05% 10,343 $390K Reduce -3.7%
SUSB iShares ESG Aware 1-5 Year U 0.04% 14,982 $367K Reduce -11.6%
VRP Invesco Variable Rate Prefer 0.04% 15,267 $366K Reduce -8.0%
ICE Intercontinental Exchange Inc. 0.04% 2,507 $343K No change
KO The Coca-Cola Co. 0.04% 5,311 $338K New
IBTI iShares Ibonds Dec 2028 Term 0.04% 15,458 $337K Reduce -49.2%
GRNB Vaneck Green Bond ETF 0.04% 14,248 $337K Add +3.0%
PRFZ Inv Rafi US 1500 SM-Usd Inc. 0.04% 8,750 $334K No change
IBTK iShares Ibonds Dec 2030 Trea 0.04% 17,174 $331K Reduce -54.0%
ACWX iShares MSCI Acwi Ex US ETF 0.04% 6,160 $327K No change
VEU Vanguard Ftse All-World Ex-U 0.04% 5,500 $323K New
PRU Prudential Financial Inc. 0.04% 2,718 $319K New
MINT PIMCO Enhanced Short Maturit 0.04% 2,976 $300K Reduce -32.4%
MDT Medtronic PLC 0.03% 3,690 $290K New
VCIT Vanguard Int-Term Corporate 0.03% 3,599 $288K Reduce -43.0%
SCHA Schwab US Small-Cap ETF 0.03% 6,000 $285K No change
PDO PIMCO Dynamic Income Opport 0.03% 21,269 $283K New
ITOT iShares Core S&P Total U.S. 0.03% 2,366 $281K Reduce -9.6%
TT Trane Technologies PLC 0.03% 846 $278K New
EFA iShares MSCI Eafe ETF 0.03% 3,500 $274K Add +4.8%
VZ Verizon Communications Inc. 0.03% 6,565 $271K New
PFF iShares Preferred & Income S 0.03% 8,265 $261K Reduce -52.6%
CRBN Ish Low Car Opt Ms Ac ETF-US 0.03% 1,408 $258K Reduce -5.6%
NVS Novartis AG-Sponsored ADR 0.03% 2,396 $255K New
HON Honeywell International Inc. 0.03% 1,179 $252K New
NVO Novo-Nordisk A/S-Spons ADR 0.03% 1,750 $250K No change
VMC Vulcan Materials Co. 0.03% 1,000 $249K New
ACWV iShares MSCI Global Min Vol 0.03% 2,350 $246K Reduce -7.8%
RAND Rand Capital Corp. 0.03% 16,104 $245K No change
VUSB Vanguard Ultra Short Bond Et 0.03% 4,791 $237K Reduce -14.0%
CEFA Global X S&P Cath Val Devel 0.03% 7,758 $237K Add +0.7%
IYW iShares Ustechnology ETF 0.03% 1,554 $234K Add +3.6%
VTI VG Morningstar TS MKT ETF-US 0.03% 847 $227K Reduce -3.1%
PEP Pepsico Inc. 0.02% 1,236 $204K No change
UNH Unitedhealth Group Inc. 0.02% 393 $200K New
MQY BlackRock Muniyield Quality 0.02% 16,000 $196K No change
PREF Pri Spe Pre Sec Acti-Usd Inc. 0.02% 10,370 $189K Reduce -3.7%
RWT Redwood Trust Inc. 0.01% 13,237 $86K No change
NSPR Inspiremd Inc. 0.01% 30,000 $75K No change
RVNC Revance Therapeutics Inc. 0.00% 11,979 $31K No change
MEDT Mediatechnics Corp. 0.00% 21,996 $2 New

Portfolio Sells Q1 2024 → Q2 2024
USMV iShares MSCI USA Min Vol Fac Reduce -43.2% 1.38% −1.12
LTPZ PIMCO 15+ YR US Tips Indx Sold out 0.00% −0.70
IJR iShares Core S&P Small-Cap E Reduce -14.9% 2.38% −0.61
IXJ iShares Global Healthcare Et Reduce -34.2% 0.82% −0.47
SPYV SS SPDR P S&P 500 Value ETF Reduce -0.1% 6.81% −0.42
IJH iShares Core S&P Midcap ETF Reduce -0.7% 3.33% −0.26
SGOV iShares 0-3 Month Treasury B Reduce -8.3% 1.79% −0.22
CLIP Global X 1-3 Month T-Bill Sold out 0.00% −0.19
IVV iShares Core S&P 500 ETF Reduce -2.9% 7.08% −0.15
FLCA Franklin Ftse Canada ETF Reduce -1.2% 1.35% −0.11
MA Mastercard Inc. Class A Reduce -0.7% 0.72% −0.10
IWD iShares Russell 1000 Value E Reduce -0.1% 1.38% −0.08
JMST JPM Ultra-Short Muni Income Reduce -69.6% 0.05% −0.07
SCHX Schwab US Large-Cap ETF Reduce -4.3% 1.29% −0.05
IBTK iShares Ibonds Dec 2030 Trea Reduce -54.0% 0.04% −0.05
FIF First Trust Energy Infrastru Sold out 0.00% −0.04
IBTI iShares Ibonds Dec 2028 Term Reduce -49.2% 0.04% −0.04
IVE iShares S&P 500 Value ETF Reduce -2.6% 0.45% −0.04
PFF iShares Preferred & Income S Reduce -52.6% 0.03% −0.04
CBU Community Financial System I Reduce -0.1% 0.72% −0.04
GE General Electric Sold out 0.00% −0.03
AVGO Broadcom Inc. Sold out 0.00% −0.03
VCIT Vanguard Int-Term Corporate Reduce -43.0% 0.03% −0.03
ESML iShares ESG Aware MSCI USA S Sold out 0.00% −0.03
IWF iShares Russell 1000 Growth Reduce -5.8% 1.67% −0.02
JPST JPMorgan Ultra-Short Income Reduce -7.1% 0.19% −0.02
MINT PIMCO Enhanced Short Maturit Reduce -32.4% 0.04% −0.02
GSY Invesco Ultra Short Duration Reduce -24.7% 0.05% −0.02
IVW iShares S&P 500 Growth ETF Reduce -8.4% 0.61% −0.02
SPSM SS SPDR P S&P 600 Small Cap Reduce -2.1% 0.17% −0.02
SCHP Schwab U.S. Tips ETF Reduce -24.1% 0.16% −0.01
VGIT Vanguard Intermediate-Term T Reduce -4.9% 0.14% −0.01
ESGV Vanguard ESG US Stock ETF Reduce -12.1% 0.08% −0.01
FST TR NEW OPPORT MLP & ENE Sold out 0.00% −0.01
BSCQ Invesco Bulletshares 2026 CB Reduce -31.7% 0.07% −0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -4.6% 0.07% −0.01
EFAV iShares MSCI Eafe Min Vol Fa Reduce -6.2% 0.07% −0.01
SUSB iShares ESG Aware 1-5 Year U Reduce -11.6% 0.04% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -0.7% 0.17% −0.01
JPM JPMorgan Chase & Co. Reduce -4.5% 0.09% −0.01
VUSB Vanguard Ultra Short Bond Et Reduce -14.0% 0.03% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -2.3% 0.06% −0.01
CATH Global X S&P 500 Ca Val ETF Reduce -5.1% 0.09% −0.01
VRP Invesco Variable Rate Prefer Reduce -8.0% 0.04% −0.00
USFR Wisdomtree Floating Rate Tre Reduce -29.2% 0.20% −0.00
ACWV iShares MSCI Global Min Vol Reduce -7.8% 0.03% −0.00
ITOT iShares Core S&P Total U.S. Reduce -9.6% 0.03% −0.00
ESGU iShares ESG Aware MSCI USA Reduce -2.3% 0.19% −0.00
ACWI iShares MSCI Acwi ETF Reduce -0.5% 0.20% −0.00
JUST Goldman Sachs Just US LRG Reduce -3.0% 0.10% −0.00

Portfolio Buys Q1 2024 → Q2 2024
XLU St Sr Utl SL SE SPDR ETF-Usd New 0.62% +0.62
BKGI BNY Mellon GLBL Infra Inc. New 0.62% +0.62
AVUV Avantis US Small Cap Value Add +80.8% 1.32% +0.61
JSI JH Securitized Income ETF Add +24.0% 1.98% +0.34
JAAA Janus Henderson Aaa Clo ETF Add +11.0% 3.14% +0.23
CLIP Global X 1-3 Month T-Bill New 0.22% +0.22
MSFT Microsoft Corp. Add +56.3% 0.54% +0.21
AAPL Apple Inc. Add +23.8% 0.55% +0.18
BSCS Invesco Bulletshares 2028 CB Add +21.9% 0.33% +0.16
SPYM Ste STR SPDR PT S&P 500 ETF Add +2.5% 4.18% +0.13
BSCX Invesco Bulletshares 2033 CB Add +6.0% 0.88% +0.11
HDV iShares Core High Dividend E Add +9.9% 0.39% +0.11
EZU iShares MSCI Eurozone ETF Add +14.0% 0.55% +0.09
SRLN SS Blackstone Sr Loan ETF Add +14.0% 0.20% +0.09
HYBB iShares BB Rated Corp. Bond Add +14.4% 0.16% +0.09
LOW Lowe's Cos Inc. New 0.08% +0.08
AFL Aflac Inc. New 0.08% +0.08
PAXS PIMCO Access Income Fund New 0.08% +0.08
NEE Nextera Energy Inc. New 0.07% +0.07
MCD McDonald's Corp. New 0.06% +0.06
WMT Walmart Inc. New 0.06% +0.06
AMZN Amazon.com Inc. Add +64.7% 0.15% +0.06
ITW Illinois Tool Works New 0.06% +0.06
PG The Procter & Gamble Co. Add +98.9% 0.12% +0.06
XOM Exxon Mobil Corp. Add +43.7% 0.10% +0.06
EIPI FT Energy Income ETF New 0.06% +0.06
IEMG iShares Core MSCI Emerging Add +1.3% 3.08% +0.06
MRK Merck & Co. Inc. New 0.06% +0.06
DE Deere & Co. New 0.06% +0.06
MS Morgan Stanley New 0.06% +0.06
CSCO Cisco Systems Inc. New 0.05% +0.05
V Visa Inc. Class A Add +172.8% 0.08% +0.05
KO The Coca-Cola Co. New 0.04% +0.04
VEU Vanguard Ftse All-World Ex-U New 0.04% +0.04
PRU Prudential Financial Inc. New 0.04% +0.04
IBM Intl Business Machines Corp. Add +123.1% 0.07% +0.04
MDT Medtronic PLC New 0.03% +0.03
SPMD SS SPDR P S&P 400 Midcap ETF Add +23.7% 0.25% +0.03
PDO PIMCO Dynamic Income Opport New 0.03% +0.03
TT Trane Technologies PLC New 0.03% +0.03
VZ Verizon Communications Inc. New 0.03% +0.03
GLDM SPDR Gold Minishares Trust Add +0.3% 1.94% +0.03
SCZ iShares MSCI Eafe Small-Cap Add +29.7% 0.17% +0.03
NVS Novartis AG-Sponsored ADR New 0.03% +0.03
HON Honeywell International Inc. New 0.03% +0.03
VMC Vulcan Materials Co. New 0.03% +0.03
JNJ Johnson & Johnson Add +41.9% 0.11% +0.02
UNH Unitedhealth Group Inc. New 0.02% +0.02
TJX TJX Companies Inc. Add +5.6% 0.20% +0.02
MBB iShares MBS ETF Add +4.4% 3.80% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 122$837.6MIEFA, MBB, SPYV, JEPI, SPYG
Q1 2026 112$776.9MIEFA, MBB, SPYV, JEPI, SPYG
Q4 2025 107$716.9MIEFA, MBB, SPYV, SPYG, JEPI
Q3 2025 111$720.2MIEFA, MBB, SPYV, SPYG, JEPI
Q2 2025 109$674.1MIEFA, MBB, SPYV, SPYG, JEPI
Q1 2025 117$654.3MIEFA, MBB, SPYV, SPYG, JEPI
Q4 2024 130$788.2MIEFA, IVV, MBB, SPYV, SPYG
Q3 2024 145$904.3MIEFA, SPYV, MBB, IVV, SPYG
Q2 2024 156$843.5MIEFA, IVV, SPYV, SPYG, JEPI
Q1 2024 136$817.4MIEFA, IVV, SPYV, SPYG, JEPI