Obsidian Cio, LLC

Name: OBSIDIAN CIO, LLC 13F holdings, Q3 2024
Creator: OBSIDIAN CIO, LLC
Published: 2024-11-04

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

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 4, 2024), Obsidian Cio, LLC reported 148 stock positions worth $476.4 million. Its top holding was iShares Russell 1000 ETF (IWB) at 12.3% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 6.5%) and Vngrd Mrgstr LRG-Cap ETF-Usd (VV, 5.9%). Compared with Q2 2024, it opened 15 new positions, sold out of 8, added to 73 and reduced 49. The biggest buy was JPM Interntl Value ETF (JIVE, shares +38%) and the biggest sale iShares Russell 1000 ETF (IWB, shares −4%).

Most Recent 13F: Q2 2026
Location: NEW YORK, NY
CIK: 0001843581
Portfolio Value: $476.4M (Q3 2024)
SEC Filing: 0001843581-24-000006 ↗ filed Nov 4, 2024

Holdings Value

Holdings 148 stocks · $476.4M


IWB iShares Russell 1000 ETF	12.34%	186,968	$58.8M	Reduce -4.4%
IJR iShares Core S&P Small-Cap E	6.52%	265,431	$31.0M	Add +5.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	5.91%	106,999	$28.2M	Add +21.8%
IVV iShares Core S&P 500 ETF	5.29%	43,703	$25.2M	Reduce -0.8%
JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F	4.86%	386,422	$23.1M	Add +38.3%
JPST JPMorgan Ultra-Short Income	4.65%	436,765	$22.2M	Add +44.8%
VTV Vanguard Mrngstr Val ETF-Aui	4.65%	126,809	$22.1M	Add +8.8%
SCHG Schwab US Large-Cap Growth	4.55%	207,901	$21.7M	Reduce -5.6%
EFV iShares MSCI Eafe Value ETF	3.53%	292,638	$16.8M	Add +5.3%
EFG iShares MSCI Eafe Growth ETF	3.52%	155,685	$16.8M	Add +6.9%
ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU	3.44%	287,085	$16.4M	Add +7.9%
VGSH Vanguard Short-Term Treasury	3.39%	273,886	$16.2M	Add +12.5%
FSK FS KKR Capital Corp.	3.32%	800,731	$15.8M	Add +9.8%
AAPL Apple Inc.	2.62%	53,590	$12.5M	Add +3.2%
VMBS Vanguard Mortgage-Backed Sec	2.62%	263,996	$12.5M	Add +9.2%
VUG Vanguard Mrngstar GR ETF-Sui	2.49%	30,893	$11.9M	Add +15.7%
VWO Vanguard Ftse Emerging Marke	2.23%	222,394	$10.6M	Add +5.8%
FVD First Trust Value Line DVD	2.06%	215,758	$9.8M	Reduce -2.4%
NVDA Nvidia Corp.	1.55%	60,731	$7.4M	Add +10.5%
TSLA Tesla Inc.	0.83%	15,043	$3.9M	Reduce -0.8%
VOO Vanguard S&P 500 ETF	0.75%	6,805	$3.6M	Add +1.6%
PULS Pgim Ultra Short Bond ETF	0.68%	64,848	$3.2M	Reduce -0.4%
IEFA iShares Core MSCI Eafe ETF	0.68%	41,343	$3.2M	Add +0.3%
OZ Belpointe Prep LLC Class A	0.67%	46,211	$3.2M	Add +10.2%
SHV iShares 0-1 Year Treasury Bo	0.65%	28,092	$3.1M	Reduce -2.3%
BHC Bausch Health Cos Inc.	0.64%	371,129	$3.0M	No change
AMZN Amazon.com Inc.	0.57%	14,467	$2.7M	Add +15.2%
MSFT Microsoft Corp.	0.53%	5,911	$2.5M	Add +3.6%
META Meta Platforms Inc. Class A	0.53%	4,437	$2.5M	Reduce -3.3%
IOT Samsara Inc. Class A	0.40%	39,620	$1.9M	Reduce -11.6%
PENN Penn Entertainment Inc.	0.40%	100,000	$1.9M	Reduce -30.8%
TPL Texas Pacific Land Corp.	0.39%	2,109	$1.9M	Reduce -3.2%
BRK.B Berkshire Hathaway Inc. Class B	0.37%	3,816	$1.8M	Reduce -4.3%
JCPB JPMorgan Core Plus Bond ETF	0.35%	34,893	$1.7M	Add +254.0%
JAAA Janus Henderson Aaa Clo ETF	0.35%	32,609	$1.7M	Reduce -1.7%
PG The Procter & Gamble Co.	0.35%	9,529	$1.7M	Add +114.0%
QQQ Invesco QQQ Trust Series 1	0.34%	3,336	$1.6M	Add +62.5%
AVGO Broadcom Inc.	0.34%	9,363	$1.6M	Reduce -13.4%
IBIT iShares Bitcoin Trust ETF	0.33%	43,277	$1.6M	Add +8.9%
SPY SS SPDR S&P 500 ETF Trust-US	0.30%	2,526	$1.4M	Reduce -37.5%
SUSA iShares ESG Optimized MSCI U	0.30%	12,033	$1.4M	Add +2.0%
VGT Vanguard Info Tech ETF	0.29%	2,365	$1.4M	Add +3.1%
V Visa Inc. Class A	0.28%	4,938	$1.4M	Add +16.9%
GOOGL Alphabet Inc. Class A	0.28%	8,057	$1.3M	Add +0.1%
IVW iShares S&P 500 Growth ETF	0.27%	13,287	$1.3M	Add +0.5%
CSCO Cisco Systems Inc.	0.25%	21,976	$1.2M	Add +6.3%
JEPI JPMorgan Equity Premium Inco	0.24%	19,007	$1.1M	Add +59.2%
BCAT BlackRock Capital Alloc TR	0.18%	53,570	$881K	Add +2.1%
BMY Bristol-Myers Squibb Co.	0.18%	16,725	$865K	Reduce -1.8%
GOOG Alphabet Inc. Class C	0.17%	4,925	$823K	Add +17.2%
ECAT BlackRock ESG Cap All TRM TR	0.17%	45,972	$816K	No change
BTX BlackRock Tech & Priv Eqty	0.17%	107,978	$815K	Add +0.9%
GBTC Grayscale Bitcoin Trust ETF	0.17%	16,063	$811K	Reduce -0.8%
XLK SS Technology Select Sector	0.15%	3,246	$733K	Reduce -1.2%
AGG iShares Core U.S. Aggregate	0.15%	7,091	$718K	Add +21.8%
DOCS Doximity Inc. Class A	0.15%	16,292	$710K	New
NKE Nike Inc. Class B	0.15%	7,841	$693K	Add +6.6%
CRM Salesforce Inc.	0.14%	2,514	$688K	Add +56.0%
JPM JPMorgan Chase & Co.	0.14%	3,260	$687K	Reduce -3.1%
NUDM Nuveen ESG Intl Devel MRK Eq	0.14%	19,922	$670K	Add +13.3%
KKR KKR & Co. Inc.	0.13%	4,625	$604K	Reduce -8.3%
USMV iShares MSCI USA Min Vol Fac	0.12%	6,414	$586K	Reduce -15.6%
SMH Vaneck Semiconductor ETF	0.12%	2,370	$582K	Add +20.9%
XOM Exxon Mobil Corp.	0.12%	4,930	$578K	Reduce -0.9%
LLY Eli Lilly & Co.	0.12%	651	$577K	Reduce -5.8%
IDV iShares International Select	0.12%	18,869	$570K	Reduce -82.8%
IWF iShares Russell 1000 Growth	0.12%	1,513	$568K	New
COWZ Pacer US Cash Cows 100 ETF	0.12%	9,768	$565K	Add +9.2%
ETHA iShares Ethereum Trust ETF	0.12%	28,560	$562K	New
PFE Pfizer Inc.	0.12%	19,279	$558K	Reduce -0.3%
SNOW Snowflake Inc.	0.12%	4,810	$552K	Add +13.4%
SCHF Schwab Intl Equity ETF	0.11%	12,852	$528K	Add +0.1%
MSDL Morgan Stanley Direct Lendin	0.11%	26,031	$515K	New
VTI VG Morningstar TS MKT ETF-US	0.10%	1,732	$490K	Add +34.3%
XLV SS Health Care Select Sector	0.10%	3,043	$469K	Add +2.5%
BXSL Blackstone Secured Lending F	0.10%	15,874	$465K	No change
SCHD Schwab US DVD Equity ETF	0.10%	5,492	$464K	Reduce -5.0%
NULG Nuveen ESG LRG-Cap GRW ETF	0.09%	5,250	$434K	Add +1.1%
XLF SS Financial Select Sector	0.09%	9,525	$432K	Add +3.6%
VOX Vanguard Communication Servi	0.09%	2,846	$414K	Add +11.9%
IHAK iShares Cybersecurity & Tech	0.08%	8,227	$401K	Add +15.5%
JNJ Johnson & Johnson	0.08%	2,450	$397K	Reduce -2.6%
NULV Nuveen ESG Large-Cap Val ETF	0.08%	9,340	$390K	Add +1.5%
LOW Lowe's Cos Inc.	0.08%	1,410	$382K	Add +0.3%
AXP American Express Co.	0.08%	1,396	$379K	Add +0.1%
ESML iShares ESG Aware MSCI USA S	0.08%	8,983	$376K	Add +4.0%
PRU Prudential Financial Inc.	0.08%	3,101	$376K	Add +26.1%
HD Home Depot Inc.	0.08%	908	$368K	Reduce -3.3%
XMIOX Pioneer Muni High Inc. Opp	0.07%	28,756	$357K	Add +0.8%
CVX Chevron Corp.	0.07%	2,396	$353K	Reduce -4.1%
IJH iShares Core S&P Midcap ETF	0.07%	5,658	$353K	Reduce -1.6%
BSCW Invesco Bulletshares 2032 CB	0.07%	16,593	$348K	No change
CL Colgate-Palmolive Co.	0.07%	3,327	$345K	Add +0.6%
AIRR First Trust Rba American Ind	0.07%	4,617	$345K	New
GS Goldman Sachs Group Inc.	0.07%	693	$343K	Reduce -2.9%
IWD iShares Russell 1000 Value E	0.07%	1,771	$336K	Add +0.1%
ABNB Airbnb Inc. Class A	0.07%	2,634	$334K	Add +1.6%
BSCV Invesco Bulletshares 2031 CB	0.07%	19,900	$332K	No change
URI United Rentals Inc.	0.07%	410	$332K	Add +0.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.07%	3,403	$327K	Add +0.1%
GLD SPDR Gold Shares	0.07%	1,332	$324K	Add +20.6%
VFH Vanguard Financials ETF	0.07%	2,849	$313K	Add +12.2%
SOXX iShares Semiconductor ETF	0.06%	1,323	$305K	Reduce -0.7%
SHOP Shopify Inc. Class A	0.06%	3,791	$304K	Reduce -1.0%
LMT Lockheed Martin Corp.	0.06%	515	$301K	Reduce -1.9%
IWO iShares Russell 2000 Growth	0.06%	1,046	$297K	Reduce -3.9%
IVE iShares S&P 500 Value ETF	0.06%	1,503	$296K	Add +0.5%
UNM Unum Group	0.06%	4,915	$292K	Add +0.8%
VHT Vanguard Health Care ETF	0.06%	1,033	$292K	Add +2.0%
ADP Automatic Data Processing	0.06%	1,050	$291K	New
KO The Coca-Cola Co.	0.06%	4,019	$289K	Add +1.2%
ABBV Abbvie Inc.	0.06%	1,452	$287K	Reduce -4.3%
VIS Vanguard Industrials ETF	0.06%	1,101	$286K	Add +17.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.06%	7,183	$285K	Reduce -7.4%
XLE SS Energy Select Sector	0.06%	3,246	$285K	Add +10.2%
VCR Vanguard Consumer Discre ETF	0.06%	786	$268K	Add +13.4%
SBUX Starbucks Corp.	0.06%	2,729	$266K	Reduce -1.8%
BSCU Invesco Bulletshares 2030 CB	0.06%	15,478	$262K	No change
MA Mastercard Inc. Class A	0.05%	524	$259K	Reduce -1.1%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F	0.05%	4,652	$256K	New
EAGG iShares ESG Aware US Aggrega	0.05%	5,142	$250K	New
XLY SS Consumer Disc Select Sect	0.05%	1,240	$248K	Add +3.9%
XLI SS Industrial Select Sector	0.05%	1,812	$245K	Add +0.2%
MRK Merck & Co. Inc.	0.05%	2,150	$244K	Reduce -4.2%
UNH Unitedhealth Group Inc.	0.05%	408	$239K	Reduce -5.1%
ARKK ARK Innovation ETF	0.05%	4,844	$230K	Reduce -0.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.05%	1,026	$227K	Reduce -18.6%
MPC Marathon Petroleum Corp.	0.05%	1,390	$226K	Add +0.5%
IYW iShares Ustechnology ETF	0.05%	1,463	$222K	Add +0.1%
CIBR First Trust Nasdaq Cybersecu	0.05%	3,719	$220K	New
AMD Advanced Micro Devices	0.05%	1,340	$220K	Add +2.5%
WDC Western Digital Corp.	0.05%	3,208	$219K	No change
DGRW Wisdomtree U.S. Quality Divi	0.05%	2,592	$216K	Reduce -22.9%
IEMG iShares Core MSCI Emerging	0.04%	3,648	$209K	Reduce -17.1%
PLTR Palantir Technologies Inc. Class A	0.04%	5,609	$209K	New
RTX RTX Corp.	0.04%	1,719	$208K	New
ELV Elevance Health Inc.	0.04%	399	$207K	Reduce -7.6%
LQD Ishr Ibx Usd Invgd CB ETF-Ui	0.04%	1,810	$205K	Reduce -4.5%
XBMEX BlackRock Health Sciences	0.04%	4,863	$204K	New
BOTZ Global X Robotics & Artifici	0.04%	6,304	$203K	New
VIG Vanguard Dividend Apprec ETF	0.04%	1,022	$202K	Reduce -40.4%
VEA Vanguard Ftse Developed ETF	0.04%	3,793	$200K	New
MUFG Mitsubishi Ufj Finl-Spon ADR	0.03%	12,806	$130K	No change
BTC Grayscale Bitcoin Mini Trust	0.02%	16,191	$91K	No change
NIO Nio Inc. - ADR	0.01%	10,354	$69K	Reduce -8.8%
GRAYSCALE ETHEREUM MINI TR E	0.01%	25,823	$63K	New
MNKD Mannkind Corp.	0.01%	10,000	$63K	No change
RXT Rackspace Technology Inc.	0.01%	12,000	$29K	No change

Portfolio Sells Q2 2024 → Q3 2024


IWB iShares Russell 1000 ETF	Reduce -4.4%	12.34%	−1.49
SCHG Schwab US Large-Cap Growth	Reduce -5.6%	4.55%	−0.73
IDV iShares International Select	Reduce -82.8%	0.12%	−0.60
IVV iShares Core S&P 500 ETF	Reduce -0.8%	5.29%	−0.44
PENN Penn Entertainment Inc.	Reduce -30.8%	0.40%	−0.27
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -37.5%	0.30%	−0.22
SHV iShares 0-1 Year Treasury Bo	Reduce -2.3%	0.65%	−0.10
PULS Pgim Ultra Short Bond ETF	Reduce -0.4%	0.68%	−0.09
FVD First Trust Value Line DVD	Reduce -2.4%	2.06%	−0.08
AVGO Broadcom Inc.	Reduce -13.4%	0.34%	−0.07
RSP Invesco S&P 500 Equal Weight	Sold out	0.00%	−0.07
PJAN Innovator U.S. Equity Power	Sold out	0.00%	−0.06
JAAA Janus Henderson Aaa Clo ETF	Reduce -1.7%	0.35%	−0.05
SPYX SS SPDR S&P 500 Foss FL ETF	Sold out	0.00%	−0.05
BA The Boeing Co.	Sold out	0.00%	−0.05
CRWD CrowdStrike Holdings Inc. Class A	Sold out	0.00%	−0.05
VONG Vanguard Russell 1000 Growth	Sold out	0.00%	−0.05
XTEAX Tortoise Sust&social Imp Ter	Sold out	0.00%	−0.05
GBTC Grayscale Bitcoin Trust ETF	Reduce -0.8%	0.17%	−0.03
VIG Vanguard Dividend Apprec ETF	Reduce -40.4%	0.04%	−0.03
USMV iShares MSCI USA Min Vol Fac	Reduce -15.6%	0.12%	−0.03
LLY Eli Lilly & Co.	Reduce -5.8%	0.12%	−0.03
XLK SS Technology Select Sector	Reduce -1.2%	0.15%	−0.02
CVX Chevron Corp.	Reduce -4.1%	0.07%	−0.02
JPM JPMorgan Chase & Co.	Reduce -3.1%	0.14%	−0.02
DGRW Wisdomtree U.S. Quality Divi	Reduce -22.9%	0.05%	−0.02
BRK.B Berkshire Hathaway Inc. Class B	Reduce -4.3%	0.37%	−0.02
META Meta Platforms Inc. Class A	Reduce -3.3%	0.53%	−0.02
XOM Exxon Mobil Corp.	Reduce -0.9%	0.12%	−0.01
MRK Merck & Co. Inc.	Reduce -4.2%	0.05%	−0.01
SOXX iShares Semiconductor ETF	Reduce -0.7%	0.06%	−0.01
BAC Bank of America Corp.	Reduce -7.4%	0.06%	−0.01
ELV Elevance Health Inc.	Reduce -7.6%	0.04%	−0.01
IEMG iShares Core MSCI Emerging	Reduce -17.1%	0.04%	−0.01
PFE Pfizer Inc.	Reduce -0.3%	0.12%	−0.01
SCHD Schwab US DVD Equity ETF	Reduce -5.0%	0.10%	−0.01
IJH iShares Core S&P Midcap ETF	Reduce -1.6%	0.07%	−0.01
IWO iShares Russell 2000 Growth	Reduce -3.9%	0.06%	−0.01
LQD Ishr Ibx Usd Invgd CB ETF-Ui	Reduce -4.5%	0.04%	−0.01
GS Goldman Sachs Group Inc.	Reduce -2.9%	0.07%	−0.00
IBM Intl Business Machines Corp.	Reduce -18.6%	0.05%	−0.00
JNJ Johnson & Johnson	Reduce -2.6%	0.08%	−0.00
ARKK ARK Innovation ETF	Reduce -0.8%	0.05%	−0.00
UNH Unitedhealth Group Inc.	Reduce -5.1%	0.05%	−0.00
ABBV Abbvie Inc.	Reduce -4.3%	0.06%	−0.00
MA Mastercard Inc. Class A	Reduce -1.1%	0.05%	−0.00
LPTVQ Loop Media Inc.	Sold out	0.00%	−0.00
HD Home Depot Inc.	Reduce -3.3%	0.08%	+0.00
KKR KKR & Co. Inc.	Reduce -8.3%	0.13%	+0.00
NIO Nio Inc. - ADR	Reduce -8.8%	0.01%	+0.00

Portfolio Buys Q2 2024 → Q3 2024


JIVE JPM Interntl Value ETF	Add +38.3%	4.86%	+1.16
JPST JPMorgan Ultra-Short Income	Add +44.8%	4.65%	+1.03
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Add +21.8%	5.91%	+0.70
JCPB JPMorgan Core Plus Bond ETF	Add +254.0%	0.35%	+0.24
VTV Vanguard Mrngstr Val ETF-Aui	Add +8.8%	4.65%	+0.20
PG The Procter & Gamble Co.	Add +114.0%	0.35%	+0.17
IJR iShares Core S&P Small-Cap E	Add +5.8%	6.52%	+0.15
DOCS Doximity Inc. Class A	New	0.15%	+0.15
IWF iShares Russell 1000 Growth	New	0.12%	+0.12
ETHA iShares Ethereum Trust ETF	New	0.12%	+0.12
VUG Vanguard Mrngstar GR ETF-Sui	Add +15.7%	2.49%	+0.12
MSDL Morgan Stanley Direct Lendin	New	0.11%	+0.11
QQQ Invesco QQQ Trust Series 1	Add +62.5%	0.34%	+0.11
OZ Belpointe Prep LLC Class A	Add +10.2%	0.67%	+0.09
JEPI JPMorgan Equity Premium Inco	Add +59.2%	0.24%	+0.08
AIRR First Trust Rba American Ind	New	0.07%	+0.07
ADP Automatic Data Processing	New	0.06%	+0.06
JEPQ JPM Nasdaq Equity Premium	New	0.05%	+0.05
EAGG iShares ESG Aware US Aggrega	New	0.05%	+0.05
VWO Vanguard Ftse Emerging Marke	Add +5.8%	2.23%	+0.05
CIBR First Trust Nasdaq Cybersecu	New	0.05%	+0.05
CRM Salesforce Inc.	Add +56.0%	0.14%	+0.05
PLTR Palantir Technologies Inc. Class A	New	0.04%	+0.04
RTX RTX Corp.	New	0.04%	+0.04
XBMEX BlackRock Health Sciences	New	0.04%	+0.04
BOTZ Global X Robotics & Artifici	New	0.04%	+0.04
VEA Vanguard Ftse Developed ETF	New	0.04%	+0.04
VGSH Vanguard Short-Term Treasury	Add +12.5%	3.39%	+0.04
EFV iShares MSCI Eafe Value ETF	Add +5.3%	3.53%	+0.03
V Visa Inc. Class A	Add +16.9%	0.28%	+0.02
VTI VG Morningstar TS MKT ETF-US	Add +34.3%	0.10%	+0.02
AAPL Apple Inc.	Add +3.2%	2.62%	+0.02
AGG iShares Core U.S. Aggregate	Add +21.8%	0.15%	+0.02
NKE Nike Inc. Class B	Add +6.6%	0.15%	+0.01
GRAYSCALE ETHEREUM MINI TR E	New	0.01%	+0.01
CSCO Cisco Systems Inc.	Add +6.3%	0.25%	+0.01
GLD SPDR Gold Shares	Add +20.6%	0.07%	+0.01
NUDM Nuveen ESG Intl Devel MRK Eq	Add +13.3%	0.14%	+0.01
PRU Prudential Financial Inc.	Add +26.1%	0.08%	+0.01
VIS Vanguard Industrials ETF	Add +17.5%	0.06%	+0.01
URI United Rentals Inc.	Add +0.2%	0.07%	+0.01
LOW Lowe's Cos Inc.	Add +0.3%	0.08%	+0.01
IHAK iShares Cybersecurity & Tech	Add +15.5%	0.08%	+0.01
VMBS Vanguard Mortgage-Backed Sec	Add +9.2%	2.62%	+0.01
IBIT iShares Bitcoin Trust ETF	Add +8.9%	0.33%	+0.01
VFH Vanguard Financials ETF	Add +12.2%	0.07%	+0.01
VCR Vanguard Consumer Discre ETF	Add +13.4%	0.06%	+0.00
VOX Vanguard Communication Servi	Add +11.9%	0.09%	+0.00
AXP American Express Co.	Add +0.1%	0.08%	+0.00
COWZ Pacer US Cash Cows 100 ETF	Add +9.2%	0.12%	+0.00

Options Activity Q2 2024 → Q3 2024


META Meta Platforms Inc. Class A	put	Sold out	600	$303Kbefore exit
SBUX Starbucks Corp.	put	Sold out	400	$31Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	221	$134.5M	AAPL, VV, AMGN, AMZN, NVDA
Q1 2026	215	$111.4M	AAPL, VV, AMGN, IWB, IJR
Q4 2025	165	$67.5M	IWB, VV, IVV, JPST, IJR
Q3 2025	225	$762.1M	JPST, IWB, VV, JIVE, IVV
Q2 2025	213	$688.6M	JPST, IWB, VV, IVV, JIVE
Q1 2025	187	$615.0M	JPST, IWB, VV, IJR, VTV
Q4 2024	168	$547.6M	IWB, JPST, VV, IJR, IVV
Q3 2024	148	$476.4M	IWB, IJR, VV, IVV, JIVE
Q2 2024	140	$420.7M	IWB, IJR, IVV, SCHG, VV
Q1 2024	134	$406.1M	IWB, IJR, IVV, SCHG, EFV