Opes Wealth Management LLC

Name: Opes Wealth Management LLC 13F holdings, Q2 2025
Creator: Opes Wealth Management LLC
Published: 2025-07-31

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

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Opes Wealth Management LLC reported 145 stock positions worth $563.2 million. Its top holding was Apple (AAPL) at 15.4% of the portfolio, followed by Netflix (NFLX, 5.1%) and Schwab Fndmn Intl LRG Co. ETF (FNDF, 5.1%). Compared with Q1 2025, it opened 8 new positions, sold out of 6, added to 62 and reduced 62. The biggest buy was Netflix (NFLX, shares +2910%) and the biggest sale Ishr CR Unvrse Usd BD ETF-Ui (IUSB, shares −4%).

Most Recent 13F: Q1 2026
Location: MENLO PARK, CA
CIK: 0001766918
Portfolio Value: $563.2M (Q2 2025)
SEC Filing: 0001085146-25-004343 ↗ filed Jul 31, 2025

Holdings Value

Holdings 145 stocks · $563.2M


AAPL Apple Inc.	15.41%	423,047	$86.8M	Add +2.4%
NFLX Netflix Inc.	5.10%	21,464	$28.7M	Add +2910.4%
FNDF Schwab Fndmn Intl LRG Co. ETF	5.07%	713,141	$28.5M	Add +4.0%
CMF iShares California Muni Bond	3.83%	387,164	$21.6M	Add +6.5%
GILD Gilead Sciences Inc.	3.37%	171,017	$19.0M	Add +8.7%
FNDB Schwab Fndmntl US BRD Mr ETF	2.99%	701,803	$16.8M	Add +10.6%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	2.86%	347,835	$16.1M	Reduce -4.1%
VOT Vngrd Mrngstr MC GRW ETF-Usd	2.72%	53,940	$15.3M	Add +5.6%
SCHB Schwab US Broad Market ETF	2.37%	559,877	$13.3M	Add +3.8%
SPHQ Invesco S&P 500 Quality ETF	2.35%	185,463	$13.2M	Add +3.0%
SCHG Schwab US Large-Cap Growth	2.12%	408,818	$11.9M	Add +5.3%
FNDX Schwab Fndmntl US LRG Co. ETF	2.09%	480,087	$11.8M	Reduce -0.1%
VOE Vngrd Mrngstr MD-Cap Val ETF	1.92%	65,646	$10.8M	Add +7.7%
MTUM iShares MSCI USA Momentum Fa	1.88%	44,081	$10.6M	Add +3.4%
DFEV Dimensional Emrg MRKT Val	1.78%	335,130	$10.1M	Add +1.4%
AGG iShares Core U.S. Aggregate	1.75%	99,531	$9.9M	Add +3.8%
SCHV Schwab US Large-Cap Value	1.69%	343,935	$9.5M	Add +4.6%
FIXD First Trust Smith Opportunis	1.64%	209,809	$9.2M	Reduce -3.0%
JBND JPMorgan Active Bond ETF	1.63%	170,970	$9.2M	Add +10.1%
FBND Fidelity Total Bond ETF	1.62%	199,959	$9.1M	Reduce -2.9%
FNDC Schwab Fndmnt Intl SM Eq ETF	1.56%	208,838	$8.8M	Add +2.4%
SPLV Invesco S&P 500 Low Volatili	1.51%	117,107	$8.5M	Add +5.3%
FNDA Schwab Fndmntl US SM Co. ETF	1.49%	292,414	$8.4M	Add +9.2%
IJH iShares Core S&P Midcap ETF	1.46%	132,963	$8.2M	Add +19.1%
IWF iShares Russell 1000 Growth	1.45%	19,266	$8.2M	Add +14.6%
PDN Inv Rafi Dev MKT US SM-Usdin	1.38%	199,641	$7.8M	Reduce -0.0%
SPEM State Street SP PTF Em ETF	1.29%	169,489	$7.2M	Reduce -5.7%
ISCG iShares Morningstar Small-Ca	1.12%	127,069	$6.3M	Add +7.5%
FLJP Franklin Ftse Japan ETF	1.06%	185,706	$6.0M	Add +5.6%
IMTM iShares MSCI Intl Momentum F	1.02%	125,321	$5.7M	Reduce -0.1%
MSFT Microsoft Corp.	0.99%	11,226	$5.6M	Reduce -3.2%
NVDA Nvidia Corp.	0.90%	31,903	$5.0M	Reduce -1.4%
VEA Vanguard Ftse Developed ETF	0.81%	79,807	$4.5M	Reduce -1.4%
IDHQ Invesco S&P International DE	0.78%	132,660	$4.4M	Reduce -1.3%
SPDW Ste STR SPDR PT DW Eu ETF	0.68%	95,257	$3.9M	Reduce -29.4%
NULV Nuveen ESG Large-Cap Val ETF	0.66%	89,026	$3.7M	Add +4.3%
IWD iShares Russell 1000 Value E	0.63%	18,364	$3.6M	Add +12.6%
WTPI Wisdomtree Equity Premium Inc.	0.61%	106,731	$3.4M	Add +5.1%
FREL Fidelity MSCI RL Est Indx	0.58%	120,698	$3.3M	Add +2.4%
ESGU iShares ESG Aware MSCI USA	0.57%	23,716	$3.2M	Add +4.3%
IVOL Quadratic Int Rte Vol Infl H	0.56%	161,225	$3.2M	Reduce -5.2%
BJAN Innovator U.S. Equity Buffer	0.50%	56,408	$2.8M	Add +2.6%
VTEB Vanguard Tax-Exempt Bond ETF	0.48%	55,052	$2.7M	Add +15.8%
FJUL FT Vest US Equity Buffer ETF	0.45%	48,853	$2.5M	Add +2.3%
GOOG Alphabet Inc. Class C	0.43%	13,693	$2.4M	Reduce -0.6%
USXF iShares ESG Advance MSCI USA	0.43%	44,795	$2.4M	Add +2.9%
VWO Vanguard Ftse Emerging Marke	0.42%	47,396	$2.3M	Reduce -3.0%
VYM Vanguard High DVD Yield ETF	0.41%	17,147	$2.3M	Reduce -0.6%
SCHD Schwab US DVD Equity ETF	0.40%	85,824	$2.3M	Reduce -0.8%
IJJ iShares S&P Mid-Cap 400 Valu	0.38%	17,261	$2.1M	Add +1.7%
WMT Walmart Inc.	0.37%	21,058	$2.1M	Add +513.4%
CAT Caterpillar Inc.	0.34%	4,952	$1.9M	Reduce -0.1%
IQLT iShares MSCI International Q	0.34%	43,829	$1.9M	Reduce -15.8%
JNJ Johnson & Johnson	0.33%	12,169	$1.9M	Add +61.6%
XJH Ishare ESG SS S&P Midcap ETF	0.29%	39,062	$1.6M	Add +14.8%
GOOGL Alphabet Inc. Class A	0.28%	8,828	$1.6M	Reduce -18.4%
AMZN Amazon.com Inc.	0.27%	6,967	$1.5M	Reduce -19.6%
DON Wisdomtree US Midcap Dividen	0.26%	29,525	$1.5M	Add +12.3%
DMXF iShares ESG Advanc MSCI Eafe	0.26%	19,755	$1.5M	Reduce -7.0%
NUMV Nuveen ESG Mid-Cap Value ETF	0.24%	38,115	$1.4M	Add +0.4%
AVSE Avantis Resp Emerg MKTS Eq-E	0.24%	22,679	$1.3M	Add +0.8%
PG The Procter & Gamble Co.	0.22%	7,779	$1.2M	New
TRMB Trimble Inc.	0.22%	16,260	$1.2M	No change
LLY Eli Lilly & Co.	0.21%	1,536	$1.2M	Add +355.8%
SPY SS SPDR S&P 500 ETF Trust-US	0.19%	1,700	$1.1M	Add +5.2%
VOO Vanguard S&P 500 ETF	0.19%	1,843	$1.0M	Add +42.4%
USMV iShares MSCI USA Min Vol Fac	0.19%	11,143	$1.0M	Reduce -0.9%
APH Amphenol Corp. Class A	0.18%	10,189	$1.0M	No change
ESML iShares ESG Aware MSCI USA S	0.17%	22,941	$948K	Add +12.0%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E	0.17%	39,255	$936K	Add +9.0%
EBAY eBay Inc.	0.16%	12,467	$928K	Add +0.1%
ESGE iShares Inc. iShares ESG Awar	0.16%	23,638	$926K	Reduce -7.6%
MSCI MSCI Inc.	0.16%	1,600	$923K	No change
AVSD Avantis Reps Intern Equi ETF	0.16%	13,654	$922K	Add +14.8%
DAN Dana Inc.	0.16%	53,305	$914K	Add +30.2%
BMY Bristol-Myers Squibb Co.	0.16%	19,452	$900K	Reduce -4.6%
BND Vanguard Total Bond Market	0.16%	12,074	$889K	Add +79.9%
META Meta Platforms Inc. Class A	0.16%	1,183	$873K	Add +4.0%
MRSH Marsh & McLennan Cos	0.14%	3,688	$806K	New
FLIA Franklin International Aggre	0.14%	37,723	$775K	Reduce -1.6%
QQQ Invesco QQQ Trust Series 1	0.13%	1,354	$747K	Reduce -11.0%
WDAY Workday Inc. Class A	0.13%	3,043	$730K	Reduce -0.2%
MCO Moody's Corp.	0.13%	1,410	$707K	Reduce -0.3%
DFSU Dimensional US Sus CORE1 ETF	0.12%	17,776	$698K	Add +0.4%
VSGX Vanguard ESG Intl Stock ETF	0.12%	10,476	$686K	Reduce -25.9%
JPIE JPMorgan Income ETF	0.10%	12,274	$569K	Reduce -8.2%
ITOT iShares Core S&P Total U.S.	0.10%	4,024	$543K	Reduce -13.0%
IHI iShares U.S. Medical Devices	0.09%	8,160	$511K	No change
XOM Exxon Mobil Corp.	0.09%	4,727	$510K	New
NOW ServiceNow Inc.	0.09%	490	$504K	Reduce -0.4%
ROKU Roku Inc.	0.09%	5,530	$486K	Add +0.1%
BNDW Vanguard Total World Bond Et	0.09%	6,990	$485K	Add +12.9%
VUG Vanguard Mrngstar GR ETF-Sui	0.09%	1,095	$480K	Add +26.4%
CSCO Cisco Systems Inc.	0.08%	6,767	$469K	Reduce -1.6%
NXPI NXP Semiconductors NV	0.08%	2,148	$469K	Reduce -0.4%
ALB Albemarle Corp.	0.08%	7,476	$469K	Add +0.3%
PM Philip Morris International	0.08%	2,567	$468K	Reduce -13.5%
QCOM Qualcomm Inc.	0.08%	2,841	$453K	Add +0.3%
PYPL PayPal Holdings Inc.	0.08%	6,043	$449K	Reduce -0.8%
ORCL Oracle Corp.	0.08%	2,011	$440K	Reduce -12.0%
ADBE Adobe Inc.	0.08%	1,128	$436K	Reduce -10.4%
AMAT Applied Materials Inc.	0.07%	2,282	$418K	Reduce -9.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.07%	1,384	$408K	Add +40.6%
CRM Salesforce Inc.	0.07%	1,480	$404K	Reduce -1.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.07%	3,221	$399K	Reduce -4.2%
CME Cme Group Inc.	0.07%	1,413	$389K	No change
AMD Advanced Micro Devices	0.07%	2,725	$387K	Reduce -0.4%
AKAM Akamai Technologies Inc.	0.07%	4,712	$376K	Reduce -3.3%
PLTR Palantir Technologies Inc. Class A	0.06%	2,680	$365K	Reduce -0.2%
VTI VG Morningstar TS MKT ETF-US	0.06%	1,202	$365K	Add +28.6%
EAGG iShares ESG Aware US Aggrega	0.06%	7,492	$356K	Add +1.5%
NEE Nextera Energy Inc.	0.06%	5,084	$353K	Add +16.7%
DGRS Wisdomtree U.S. Smallcap Qua	0.06%	7,510	$350K	Add +17.6%
ICLN iShares Global Clean Energy	0.06%	26,592	$349K	No change
CLX Clorox Company	0.06%	2,671	$321K	No change
EFV iShares MSCI Eafe Value ETF	0.06%	4,958	$315K	No change
SONY Sony Group Corp. - SP ADR	0.06%	12,015	$313K	Reduce -48.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.06%	1,093	$312K	Reduce -6.4%
QUAL iShares MSCI USA Quality Fac	0.06%	1,700	$311K	Reduce -1.6%
ABT Abbott Laboratories	0.05%	2,273	$309K	Reduce -20.4%
OKTA Okta Inc.	0.05%	3,010	$301K	Reduce -3.4%
IDNA iShares Gen-Immunology HLTH	0.05%	14,445	$296K	No change
V Visa Inc. Class A	0.05%	813	$289K	Reduce -12.5%
CRWD CrowdStrike Holdings Inc. Class A	0.05%	565	$288K	New
IVV iShares Core S&P 500 ETF	0.05%	461	$286K	Reduce -6.1%
FFEB FT Vest US Equity Buffer ETF	0.05%	5,423	$284K	Reduce -37.7%
HEFA Isha Curr Hedged MSCI Eafe	0.05%	7,452	$283K	No change
MMM 3M Co.	0.05%	1,801	$274K	New
UNP Union Pacific Corp.	0.05%	1,178	$271K	Reduce -0.1%
INTC Intel Corp.	0.04%	11,236	$252K	Reduce -18.4%
TSLA Tesla Inc.	0.04%	759	$241K	New
PEP Pepsico Inc.	0.04%	1,825	$241K	Reduce -36.4%
SCHZ Schwab US Aggregate Bond ETF	0.04%	10,354	$241K	Reduce -23.8%
IDEV iShares Core MSCI Dev MKTS	0.04%	3,125	$238K	Add +0.0%
RTX RTX Corp.	0.04%	1,602	$234K	Reduce -25.1%
SPTM SS SPDR P S&P 1500 Comp ETF	0.04%	3,030	$227K	No change
VTV Vanguard Mrngstr Val ETF-Aui	0.04%	1,281	$226K	Add +4.3%
VXUS Vanguard Total Intl Stock	0.04%	3,257	$225K	New
BNDX Vanguard Total Intl Bond ETF	0.04%	4,411	$218K	Reduce -2.3%
COST Costco Wholesale Corp.	0.04%	216	$214K	New
HD Home Depot Inc.	0.04%	569	$209K	Reduce -4.8%
JPM JPMorgan Chase & Co.	0.04%	717	$208K	Reduce -37.1%
CVX Chevron Corp.	0.04%	1,430	$205K	Reduce -4.0%
ONTF ON24 Inc.	0.03%	32,500	$176K	No change
SLQT Selectquote Inc.	0.03%	59,520	$142K	No change

Portfolio Sells Q1 2025 → Q2 2025


IUSB Ishr CR Unvrse Usd BD ETF-Ui	Reduce -4.1%	2.86%	−0.52
DASH DoorDash Inc. Class A	Sold out	0.00%	−0.39
SPDW Ste STR SPDR PT DW Eu ETF	Reduce -29.4%	0.68%	−0.31
FIXD First Trust Smith Opportunis	Reduce -3.0%	1.64%	−0.28
FBND Fidelity Total Bond ETF	Reduce -2.9%	1.62%	−0.27
FNDX Schwab Fndmntl US LRG Co. ETF	Reduce -0.1%	2.09%	−0.20
SPEM State Street SP PTF Em ETF	Reduce -5.7%	1.29%	−0.14
VTEC Vanguard Ca Tax-Ex Bond	Sold out	0.00%	−0.11
BMY Bristol-Myers Squibb Co.	Reduce -4.6%	0.16%	−0.09
SCHD Schwab US DVD Equity ETF	Reduce -0.8%	0.40%	−0.08
IVOL Quadratic Int Rte Vol Infl H	Reduce -5.2%	0.56%	−0.08
IQLT iShares MSCI International Q	Reduce -15.8%	0.34%	−0.08
SONY Sony Group Corp. - SP ADR	Reduce -48.8%	0.06%	−0.06
GOOGL Alphabet Inc. Class A	Reduce -18.4%	0.28%	−0.06
AMZN Amazon.com Inc.	Reduce -19.6%	0.27%	−0.06
GTO Invesco Total Return Bond Et	Sold out	0.00%	−0.06
TIP iShares Tips Bond ETF	Sold out	0.00%	−0.06
VSGX Vanguard ESG Intl Stock ETF	Reduce -25.9%	0.12%	−0.05
UL Unilever PLC	Sold out	0.00%	−0.05
NKE Nike Inc. Class B	Sold out	0.00%	−0.04
PEP Pepsico Inc.	Reduce -36.4%	0.04%	−0.04
VYM Vanguard High DVD Yield ETF	Reduce -0.6%	0.41%	−0.04
FFEB FT Vest US Equity Buffer ETF	Reduce -37.7%	0.05%	−0.04
IDHQ Invesco S&P International DE	Reduce -1.3%	0.78%	−0.03
VWO Vanguard Ftse Emerging Marke	Reduce -3.0%	0.42%	−0.03
DMXF iShares ESG Advanc MSCI Eafe	Reduce -7.0%	0.26%	−0.03
USMV iShares MSCI USA Min Vol Fac	Reduce -0.9%	0.19%	−0.03
JPIE JPMorgan Income ETF	Reduce -8.2%	0.10%	−0.02
VEA Vanguard Ftse Developed ETF	Reduce -1.4%	0.81%	−0.02
ABT Abbott Laboratories	Reduce -20.4%	0.05%	−0.02
SCHZ Schwab US Aggregate Bond ETF	Reduce -23.8%	0.04%	−0.02
ADBE Adobe Inc.	Reduce -10.4%	0.08%	−0.02
JPM JPMorgan Chase & Co.	Reduce -37.1%	0.04%	−0.02
FLIA Franklin International Aggre	Reduce -1.6%	0.14%	−0.02
INTC Intel Corp.	Reduce -18.4%	0.04%	−0.02
ITOT iShares Core S&P Total U.S.	Reduce -13.0%	0.10%	−0.02
ESGE iShares Inc. iShares ESG Awar	Reduce -7.6%	0.16%	−0.02
RTX RTX Corp.	Reduce -25.1%	0.04%	−0.02
V Visa Inc. Class A	Reduce -12.5%	0.05%	−0.01
CVX Chevron Corp.	Reduce -4.0%	0.04%	−0.01
WDAY Workday Inc. Class A	Reduce -0.2%	0.13%	−0.01
OKTA Okta Inc.	Reduce -3.4%	0.05%	−0.01
AKAM Akamai Technologies Inc.	Reduce -3.3%	0.07%	−0.01
PM Philip Morris International	Reduce -13.5%	0.08%	−0.01
QQQ Invesco QQQ Trust Series 1	Reduce -11.0%	0.13%	−0.01
CRM Salesforce Inc.	Reduce -1.0%	0.07%	−0.01
UNP Union Pacific Corp.	Reduce -0.1%	0.05%	−0.01
MCO Moody's Corp.	Reduce -0.3%	0.13%	−0.01
HD Home Depot Inc.	Reduce -4.8%	0.04%	−0.01
BNDX Vanguard Total Intl Bond ETF	Reduce -2.3%	0.04%	−0.01

Portfolio Buys Q1 2025 → Q2 2025


NFLX Netflix Inc.	Add +2910.4%	5.10%	+4.97
WMT Walmart Inc.	Add +513.4%	0.37%	+0.30
IWF iShares Russell 1000 Growth	Add +14.6%	1.45%	+0.23
PG The Procter & Gamble Co.	New	0.22%	+0.22
VOT Vngrd Mrngstr MC GRW ETF-Usd	Add +5.6%	2.72%	+0.20
SCHG Schwab US Large-Cap Growth	Add +5.3%	2.12%	+0.16
LLY Eli Lilly & Co.	Add +355.8%	0.21%	+0.16
IJH iShares Core S&P Midcap ETF	Add +19.1%	1.46%	+0.15
MRSH Marsh & McLennan Cos	New	0.14%	+0.14
MTUM iShares MSCI USA Momentum Fa	Add +3.4%	1.88%	+0.14
XOM Exxon Mobil Corp.	New	0.09%	+0.09
JNJ Johnson & Johnson	Add +61.6%	0.33%	+0.08
FNDC Schwab Fndmnt Intl SM Eq ETF	Add +2.4%	1.56%	+0.07
FNDF Schwab Fndmn Intl LRG Co. ETF	Add +4.0%	5.07%	+0.07
BND Vanguard Total Bond Market	Add +79.9%	0.16%	+0.06
DAN Dana Inc.	Add +30.2%	0.16%	+0.05
VOO Vanguard S&P 500 ETF	Add +42.4%	0.19%	+0.05
CRWD CrowdStrike Holdings Inc. Class A	New	0.05%	+0.05
MMM 3M Co.	New	0.05%	+0.05
ISCG iShares Morningstar Small-Ca	Add +7.5%	1.12%	+0.05
TSLA Tesla Inc.	New	0.04%	+0.04
FNDB Schwab Fndmntl US BRD Mr ETF	Add +10.6%	2.99%	+0.04
VXUS Vanguard Total Intl Stock	New	0.04%	+0.04
COST Costco Wholesale Corp.	New	0.04%	+0.04
SCHB Schwab US Broad Market ETF	Add +3.8%	2.37%	+0.03
IBM Intl Business Machines Corp.	Add +40.6%	0.07%	+0.02
META Meta Platforms Inc. Class A	Add +4.0%	0.16%	+0.02
VUG Vanguard Mrngstar GR ETF-Sui	Add +26.4%	0.09%	+0.02
AVSD Avantis Reps Intern Equi ETF	Add +14.8%	0.16%	+0.02
XJH Ishare ESG SS S&P Midcap ETF	Add +14.8%	0.29%	+0.02
USXF iShares ESG Advance MSCI USA	Add +2.9%	0.43%	+0.02
FLJP Franklin Ftse Japan ETF	Add +5.6%	1.06%	+0.02
IWD iShares Russell 1000 Value E	Add +12.6%	0.63%	+0.01
VTI VG Morningstar TS MKT ETF-US	Add +28.6%	0.06%	+0.01
ESGU iShares ESG Aware MSCI USA	Add +4.3%	0.57%	+0.01
ESML iShares ESG Aware MSCI USA S	Add +12.0%	0.17%	+0.01
ROKU Roku Inc.	Add +0.1%	0.09%	+0.01
FNDA Schwab Fndmntl US SM Co. ETF	Add +9.2%	1.49%	+0.01
SPY SS SPDR S&P 500 ETF Trust-US	Add +5.2%	0.19%	+0.00
VTEB Vanguard Tax-Exempt Bond ETF	Add +15.8%	0.48%	+0.00
AVSE Avantis Resp Emerg MKTS Eq-E	Add +0.8%	0.24%	+0.00
DGRS Wisdomtree U.S. Smallcap Qua	Add +17.6%	0.06%	+0.00
NEE Nextera Energy Inc.	Add +16.7%	0.06%	+0.00
BNDW Vanguard Total World Bond Et	Add +12.9%	0.09%	+0.00
DON Wisdomtree US Midcap Dividen	Add +12.3%	0.26%	+0.00
IDEV iShares Core MSCI Dev MKTS	Add +0.0%	0.04%	−0.00
VTV Vanguard Mrngstr Val ETF-Aui	Add +4.3%	0.04%	−0.00
DFSU Dimensional US Sus CORE1 ETF	Add +0.4%	0.12%	−0.00
EBAY eBay Inc.	Add +0.1%	0.16%	−0.01
QCOM Qualcomm Inc.	Add +0.3%	0.08%	−0.01

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q1 2026	141	$585.7M	AAPL, FNDF, CMF, GILD, FNDB
Q4 2025	144	$588.8M	AAPL, FNDF, CMF, GILD, FNDB
Q3 2025	143	$568.0M	AAPL, FNDF, CMF, GILD, FNDB
Q2 2025	145	$563.2M	AAPL, NFLX, FNDF, CMF, GILD
Q1 2025	143	$495.5M	AAPL, FNDF, CMF, GILD, IUSB
Q4 2024	137	$487.7M	AAPL, FNDF, CMF, IUSB, GILD
Q3 2024	140	$520.1M	AAPL, FNDF, CMF, IUSB, GILD
Q2 2024	133	$479.2M	AAPL, FNDF, CMF, IUSB, FNDB
Q1 2024	132	$433.1M	AAPL, FNDF, CMF, IUSB, GILD