Partners Capital Investment Group, LLP

Name: PARTNERS CAPITAL INVESTMENT GROUP, LLP 13F holdings, Q1 2024
Creator: PARTNERS CAPITAL INVESTMENT GROUP, LLP
Published: 2024-05-14

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

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Partners Capital Investment Group, LLP reported 139 stock positions worth $3.3 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.7% of the portfolio, followed by iShares MSCI Emr MRK Ex Chna (EMXC, 9.1%) and iShares Core MSCI World (IRRRF, 8.2%). Compared with Q4 2023, it opened 15 new positions, sold out of 146, added to 20 and reduced 96. The biggest buy was a new position in iShares Core MSCI World (IRRRF) and the biggest sale iShares MSCI Emr MRK Ex Chna (EMXC, shares −45%).

Most Recent 13F: Q2 2026
Location: BOSTON, MA
CIK: 0001694870
Portfolio Value: $3.3B (Q1 2024)
SEC Filing: 0001104659-24-060984 ↗ filed May 14, 2024

Holdings Value

Holdings 139 stocks · $3.3B


IVV iShares Core S&P 500 ETF	12.69%	806,384	$423.9M	Reduce -44.0%
EMXC iShares MSCI Emr MRK Ex Chna	9.13%	5,300,526	$305.2M	Reduce -44.6%
IRRRF iShares Core MSCI World	8.22%	35,152	$274.7M	New
VTV Vanguard Mrngstr Val ETF-Aui	6.03%	1,236,409	$201.4M	Reduce -49.5%
VGSH Vanguard Short-Term Treasury	4.37%	2,513,857	$146.0M	Reduce -37.9%
BIL SS SPDR BB 1-3M T-Bill ETF	3.32%	1,209,555	$111.0M	Add +307.6%
VOO Vanguard S&P 500 ETF	2.82%	196,132	$94.3M	Reduce -51.2%
VWSUX Vangrd Ultra SH TM TX Ex-Adm filed as VANGUARD ULTRA SHORT TERM TAX EXEMPT ADM	2.81%	5,961,730	$93.8M	Add +11.8%
SGOV iShares 0-3 Month Treasury B	2.73%	907,373	$91.4M	Add +88.4%
IEMG iShares Core MSCI Emerging	2.42%	1,564,155	$80.7M	Reduce -34.4%
IEF iShares 7-10 Year Treasury B	2.10%	740,085	$70.1M	Reduce -6.6%
SRLN SS Blackstone Sr Loan ETF	2.02%	1,603,670	$67.5M	Reduce -42.6%
SPY SS SPDR S&P 500 ETF Trust-US	1.75%	111,734	$58.4M	Reduce -50.7%
ESGU iShares ESG Aware MSCI USA	1.74%	505,134	$58.1M	Reduce -4.4%
TIP iShares Tips Bond ETF	1.68%	522,788	$56.2M	Reduce -46.4%
ERIXF Ericsson LM-B SHS filed as Telefonaktiebolaget LM Ericsson	1.65%	958,623	$55.3M	New
VIPIX Vanguard Infl Proct Sec-Inst	1.59%	5,689,086	$53.2M	Add +0.0%
STIP iShares 0-5 Year Tips Bond E	1.50%	504,886	$50.2M	Reduce -28.4%
DBJP Xtrackers MSCI Japan Hedged	1.50%	667,645	$50.0M	Reduce -36.9%
HEWJ Isha Curr Hedged MSCI Japan	1.26%	999,168	$42.0M	Add +31.8%
VT Vanguard Tot World STK ETF	1.19%	358,928	$39.7M	Reduce -64.8%
REET iShares Global REIT ETF	1.18%	1,662,205	$39.4M	Reduce -28.7%
ITOT iShares Core S&P Total U.S.	1.17%	339,297	$39.1M	Reduce -30.1%
VINIX Vanguard Inst Index-Inst	1.13%	87,500	$37.8M	Add +17.2%
BILS SS Spdrb B 3-12M T-Bill ETF	1.13%	379,432	$37.7M	Reduce -39.6%
VTI VG Morningstar TS MKT ETF-US	1.07%	137,676	$35.8M	Reduce -15.2%
HEFA Isha Curr Hedged MSCI Eafe	1.06%	1,016,919	$35.5M	Reduce -64.9%
USHY iShares Broad Usd High Yield	1.04%	946,179	$34.6M	Reduce -31.5%
ACWI iShares MSCI Acwi ETF	0.97%	294,914	$32.5M	Add +11.6%
URTH iShares MSCI World ETF	0.83%	191,005	$27.7M	Reduce -29.3%
VVIAX VNGD Mrgstr Value Idx FD-Adm	0.61%	323,182	$20.5M	New
VFIAX Vanguard 500 Index-Adm	0.61%	42,191	$20.5M	Reduce -7.5%
ESGV Vanguard ESG US Stock ETF	0.59%	213,037	$19.9M	Add +509.8%
VTWAX Vanguard TTL WRL STK Ind-Adm	0.59%	501,518	$19.6M	Add +3.7%
SHY iShares 1-3 Year Treasury Bo	0.56%	227,424	$18.6M	Reduce -15.5%
APHKX Artisan Intl Val-Inst	0.53%	369,075	$17.7M	No change
ESGD iShares Trust iShares ESG Aw	0.51%	212,739	$17.0M	Reduce -5.7%
DXJ Wisdomtree Japan Hedged Eq	0.50%	154,186	$16.7M	Reduce -51.8%
EWJ iShares MSCI Japan ETF	0.45%	210,886	$15.0M	Add +102.0%
SUB iShares Short-Term National	0.44%	140,566	$14.7M	Reduce -70.7%
VTWO Vanguard Russell 2000 ETF	0.39%	154,863	$13.2M	Reduce -53.8%
IEFA iShares Core MSCI Eafe ETF	0.38%	169,134	$12.6M	Reduce -34.9%
VWIUX Vanguard I/T Tax Exmpt-Adm	0.37%	904,327	$12.3M	Add +6.4%
IYW iShares Ustechnology ETF	0.36%	88,808	$12.0M	New
POSIX Principal GLBL R/E Sec-Inst	0.34%	1,228,920	$11.2M	No change
SLQD iShares 0-5 YR Inv GRD Corp.	0.33%	226,698	$11.2M	Reduce -19.9%
SPYX SS SPDR S&P 500 Foss FL ETF	0.32%	246,985	$10.6M	Reduce -43.9%
ESGE iShares Inc. iShares ESG Awar	0.29%	300,203	$9.7M	Reduce -7.3%
VSGX Vanguard ESG Intl Stock ETF	0.25%	145,701	$8.4M	New
VGIT Vanguard Intermediate-Term T	0.24%	138,114	$8.1M	Reduce -65.3%
EIBIX Eaton Vance Inc. FD Bostn-Ins	0.24%	1,568,947	$8.1M	New
FIHBX FH Inst Hi YLD BND-Is filed as FEDERATED HERMES INSTL H	0.24%	918,044	$8.1M	New
KKR KKR & Co. Inc.	0.21%	70,336	$7.1M	Reduce -51.7%
VNQ Vanguard Real Estate ETF	0.21%	80,770	$7.0M	Reduce -57.1%
TMO Thermo Fisher Scientific Inc.	0.20%	11,705	$6.8M	Add +843.2%
VMC Vulcan Materials Co.	0.20%	24,873	$6.8M	Reduce -51.7%
TDG Transdigm Group Inc.	0.20%	5,492	$6.8M	Reduce -53.2%
EEM iShares MSCI Emerging Market	0.20%	162,890	$6.7M	Reduce -33.0%
ISVVF Is MSCI All Cntry WRD ETF-Ua	0.20%	80,083	$6.6M	New
EXPRO GROUP HOLDINGS NV COM	0.20%	40,934	$6.5M	Reduce -51.3%
VAIPX Vanguard Infl Proct Sec-Adm	0.20%	284,307	$6.5M	Reduce -0.5%
LOW Lowe's Cos Inc.	0.19%	25,458	$6.5M	Reduce -51.5%
CBRE CBRE Group Inc. Class A	0.19%	64,599	$6.3M	Reduce -52.0%
XOM Exxon Mobil Corp.	0.19%	54,007	$6.3M	Reduce -16.3%
VLUE iShares MSCI USA Value Facto	0.19%	57,877	$6.3M	No change
CRM Salesforce Inc.	0.19%	20,652	$6.2M	Reduce -53.3%
GOOGL Alphabet Inc. Class A	0.18%	40,101	$6.1M	Reduce -57.4%
IEI iShares 3-7 Year Treasury Bo	0.18%	51,671	$6.0M	Reduce -56.9%
DHR Danaher Corp.	0.18%	23,665	$5.9M	Reduce -52.4%
V Visa Inc. Class A	0.17%	20,867	$5.8M	Reduce -55.9%
EPP iShares MSCI Pacific Ex Japa	0.17%	135,555	$5.8M	Reduce -62.7%
CSX CSX Corp.	0.17%	156,140	$5.8M	Reduce -50.9%
ISTXF iShares Usd Trsry 1-3Y Usd A	0.17%	1,045,045	$5.7M	New
BMY Bristol-Myers Squibb Co.	0.17%	104,262	$5.7M	Reduce -50.2%
ESLOF Essilorluxottica	0.17%	26,879	$5.6M	New
UNP Union Pacific Corp.	0.17%	22,544	$5.5M	Reduce -52.0%
LW Lamb Weston Holdings Inc.	0.16%	51,542	$5.5M	Reduce -50.4%
QUAL iShares MSCI USA Quality Fac	0.16%	32,856	$5.4M	Reduce -69.1%
FOXA Fox Corp. Class A	0.16%	172,473	$5.4M	Reduce -51.5%
AON Aon PLC Class A	0.16%	16,049	$5.4M	Reduce -51.0%
UPS United Parcel Service Class B	0.15%	33,726	$5.0M	Reduce -51.0%
EWU iShares MSCI United Kingdom	0.15%	142,121	$4.9M	Reduce -17.9%
LRLCF L'oreal	0.15%	11,065	$4.9M	New
NYT New York Times Co. Class A	0.14%	109,524	$4.7M	Reduce -50.9%
XCEM Columbia Em Core Ex-China	0.14%	150,754	$4.7M	Reduce -70.7%
VFIRX Vanguard SHRT TRM Treas-Adm	0.12%	412,458	$4.0M	Add +1.1%
SHV iShares 0-1 Year Treasury Bo	0.12%	36,516	$4.0M	New
GLD SPDR Gold Shares	0.12%	18,880	$3.9M	Reduce -56.6%
IWM iShares Russell 2000 ETF	0.11%	18,060	$3.8M	Reduce -35.0%
ASEA Global X Ftse Southeast Asia	0.11%	249,968	$3.8M	No change
VUSB Vanguard Ultra Short Bond Et	0.11%	74,786	$3.7M	Add +268.5%
EFV iShares MSCI Eafe Value ETF	0.11%	65,354	$3.6M	Reduce -9.8%
QQQ Invesco QQQ Trust Series 1	0.11%	7,978	$3.5M	Reduce -55.2%
EGFIX Edgewood Growth Fund-Inst	0.10%	69,214	$3.4M	Reduce -66.6%
HUBS HubSpot Inc.	0.10%	5,249	$3.3M	Reduce -50.8%
BN Brookfield Corp.	0.09%	74,177	$3.1M	New
NOW ServiceNow Inc.	0.09%	3,911	$3.0M	Reduce -60.2%
KWEB Kranesh Csi China Internet	0.09%	112,765	$3.0M	Reduce -29.3%
VWO Vanguard Ftse Emerging Marke	0.09%	69,391	$2.9M	Reduce -9.2%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.09%	36,915	$2.9M	Reduce -43.1%
DBEU Xtrackers MSCI Europe Hedged	0.09%	69,310	$2.8M	Reduce -59.9%
MCHI iShares MSCI China ETF	0.08%	70,080	$2.8M	Reduce -48.1%
FUL H.B. Fuller Co. filed as FULLER H B CO	0.08%	33,833	$2.7M	Reduce -50.8%
VEA Vanguard Ftse Developed ETF	0.08%	51,633	$2.6M	No change
IVE iShares S&P 500 Value ETF	0.08%	13,452	$2.5M	Reduce -49.8%
ACWX iShares MSCI Acwi Ex US ETF	0.07%	42,607	$2.3M	Add +177.7%
IXSRF iShares MSCI Em Xchina	0.07%	551,796	$2.3M	New
ARGX Argenx SE - ADR	0.07%	5,662	$2.2M	Reduce -51.2%
REZ Ishars Res and Multi Reales	0.06%	28,990	$2.1M	Reduce -50.0%
IAU iShares Gold Trust	0.05%	42,088	$1.8M	Reduce -84.5%
IWV iShares Russell 3000 ETF	0.05%	5,858	$1.8M	Reduce -83.3%
INDA iShares MSCI India ETF	0.04%	28,305	$1.5M	Reduce -42.1%
EFAX State Street SPDR MSCI Eafe	0.04%	28,699	$1.2M	Add +18.5%
DBEF Xtrackers MSCI Eafe Hedged E	0.03%	27,684	$1.1M	Reduce -80.8%
VITSX VNGD Mrngst TS MK Idx FD-Ins	0.03%	8,731	$1.1M	Add +0.3%
COIN Coinbase Global Inc. Class A	0.03%	4,046	$1.1M	Add +137.7%
VWITX Vanguard I/T Tax Exmpt-Inv	0.03%	76,168	$1.0M	Add +0.7%
DBLTX Doubleline TTL RTRN BND-I	0.03%	118,693	$1.0M	Reduce -47.8%
ICLN iShares Global Clean Energy	0.03%	69,345	$969K	No change
LLY Eli Lilly & Co.	0.02%	1,004	$781K	Reduce -75.3%
BXMT Blackstone Mortgage Tru Class A	0.02%	36,786	$732K	Reduce -48.5%
KRON Kronos Bio Inc.	0.02%	527,500	$686K	Reduce -68.3%
INDS Pacer Industrial Real Estate	0.02%	17,137	$681K	Reduce -50.0%
VTMGX Vanguard Dev MKT Indx-Adm	0.02%	41,948	$675K	Reduce -31.6%
XBI SS SPDR S&P Biotech ETF	0.02%	6,934	$658K	Reduce -53.9%
SRVR Pacer Data & Infrastructure	0.02%	22,714	$651K	Reduce -50.0%
EEMX State Street SPDR MSCI Emerg	0.02%	19,846	$622K	No change
IQV Iqvia Holdings Inc.	0.02%	2,374	$600K	Reduce -55.1%
VBTLX Vanguard TTL BD MKT Idx-Adm	0.02%	58,123	$555K	Add +0.9%
HWM Howmet Aerospace Inc.	0.01%	7,200	$493K	Reduce -50.6%
NOBL Proshares S&P 500 Dividend A	0.01%	4,543	$461K	Reduce -50.0%
VTIP Vanguard Short-Term Tips	0.01%	9,189	$440K	Reduce -60.7%
VGK Vanguard Ftse Europe ETF	0.01%	6,533	$440K	No change
ISHOF iShares S&P Small Cap 600	0.01%	4,880	$439K	New
ALLO Allogene Therapeutics Inc.	0.01%	93,248	$417K	Reduce -79.5%
IBBQ Invesco Nasdaq Biotech ETF	0.01%	12,917	$286K	Reduce -50.0%
ST Sensata Technologies Holdplc	0.01%	7,500	$276K	Reduce -50.1%
HYBB iShares BB Rated Corp. Bond	0.01%	4,551	$210K	Reduce -50.0%
OPEN Opendoor Technologies Inc.	0.00%	37,998	$115K	Reduce -58.8%

Other holdings (1): bonds, preferreds, convertibles and warrants · $357.5M (not counted above)

Security	Class	Shares / Principal	Value	Change
US TREASURY N/B (T 0.375 01/31/26)	Fixed Income	3,865,700	$357.5M	New

Total filed on the 13F, all lines: $3.7B.

Portfolio Sells Q4 2023 → Q1 2024


EMXC iShares MSCI Emr MRK Ex Chna	Reduce -44.6%	9.13%	−2.50
IVV iShares Core S&P 500 ETF	Reduce -44.0%	12.69%	−2.39
VTV Vanguard Mrngstr Val ETF-Aui	Reduce -49.5%	6.03%	−2.00
SNPS Synopsys Inc.	Sold out	0.00%	−1.18
VT Vanguard Tot World STK ETF	Reduce -64.8%	1.19%	−1.12
VOO Vanguard S&P 500 ETF	Reduce -51.2%	2.82%	−1.03
HEFA Isha Curr Hedged MSCI Eafe	Reduce -64.9%	1.06%	−0.94
VGSH Vanguard Short-Term Treasury	Reduce -37.9%	4.37%	−0.81
SUB iShares Short-Term National	Reduce -70.7%	0.44%	−0.67
TIP iShares Tips Bond ETF	Reduce -46.4%	1.68%	−0.62
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -50.7%	1.75%	−0.61
SRLN SS Blackstone Sr Loan ETF	Reduce -42.6%	2.02%	−0.55
MSFT Microsoft Corp.	Sold out	0.00%	−0.34
VGIT Vanguard Intermediate-Term T	Reduce -65.3%	0.24%	−0.28
STX Seagate Technology Holdings	Sold out	0.00%	−0.26
XLE SS Energy Select Sector	Sold out	0.00%	−0.26
SNAP Snap Inc. Class A	Sold out	0.00%	−0.25
GE General Electric	Sold out	0.00%	−0.25
BILS SS Spdrb B 3-12M T-Bill ETF	Reduce -39.6%	1.13%	−0.24
HAWX iShares Cur HDG MSCI Acwi-X	Sold out	0.00%	−0.23
IEMG iShares Core MSCI Emerging	Reduce -34.4%	2.42%	−0.23
AAPL Apple Inc.	Sold out	0.00%	−0.22
VTWO Vanguard Russell 2000 ETF	Reduce -53.8%	0.39%	−0.20
XCEM Columbia Em Core Ex-China	Reduce -70.7%	0.14%	−0.20
SPYGX Spyglass Growth Fund-Inst	Sold out	0.00%	−0.20
QUAL iShares MSCI USA Quality Fac	Reduce -69.1%	0.16%	−0.18
IAU iShares Gold Trust	Reduce -84.5%	0.05%	−0.18
EPP iShares MSCI Pacific Ex Japa	Reduce -62.7%	0.17%	−0.17
IWV iShares Russell 3000 ETF	Reduce -83.3%	0.05%	−0.16
VNQ Vanguard Real Estate ETF	Reduce -57.1%	0.21%	−0.16
NWSA News Corp. Class A	Sold out	0.00%	−0.14
STX Seagate Technology Ulc	Sold out	0.00%	−0.13
ABLZF Abb Ltd.-Reg	Sold out	0.00%	−0.13
IEI iShares 3-7 Year Treasury Bo	Reduce -56.9%	0.18%	−0.13
NVSEF Novartis AG-Reg	Sold out	0.00%	−0.13
VNO Vornado Realty Trust	Sold out	0.00%	−0.13
DGEAF Diageo PLC	Sold out	0.00%	−0.13
DXJ Wisdomtree Japan Hedged Eq	Reduce -51.8%	0.50%	−0.12
GOOGL Alphabet Inc. Class A	Reduce -57.4%	0.18%	−0.11
SL GREEN REALTY CORP	Sold out	0.00%	−0.10
NYT New York Times Co. Class A	Reduce -50.9%	0.14%	−0.10
EGFIX Edgewood Growth Fund-Inst	Reduce -66.6%	0.10%	−0.10
V Visa Inc. Class A	Reduce -55.9%	0.17%	−0.10
AMD Advanced Micro Devices	Sold out	0.00%	−0.09
UPS United Parcel Service Class B	Reduce -51.0%	0.15%	−0.09
UNP Union Pacific Corp.	Reduce -52.0%	0.17%	−0.09
CBRE CBRE Group Inc. Class A	Reduce -52.0%	0.19%	−0.09
DBEF Xtrackers MSCI Eafe Hedged E	Reduce -80.8%	0.03%	−0.08
LW Lamb Weston Holdings Inc.	Reduce -50.4%	0.16%	−0.08
DHR Danaher Corp.	Reduce -52.4%	0.18%	−0.08

Portfolio Buys Q4 2023 → Q1 2024


IRRRF iShares Core MSCI World	New	8.22%	+8.22
BIL SS SPDR BB 1-3M T-Bill ETF	Add +307.6%	3.32%	+2.73
SGOV iShares 0-3 Month Treasury B	Add +88.4%	2.73%	+1.68
ERIXF Ericsson LM-B SHS	New	1.65%	+1.65
VWSUX Vangrd Ultra SH TM TX Ex-Adm	Add +11.8%	2.81%	+0.96
HEWJ Isha Curr Hedged MSCI Japan	Add +31.8%	1.26%	+0.68
VVIAX VNGD Mrgstr Value Idx FD-Adm	New	0.61%	+0.61
ESGV Vanguard ESG US Stock ETF	Add +509.8%	0.59%	+0.53
VINIX Vanguard Inst Index-Inst	Add +17.2%	1.13%	+0.49
VIPIX Vanguard Infl Proct Sec-Inst	Add +0.0%	1.59%	+0.42
ACWI iShares MSCI Acwi ETF	Add +11.6%	0.97%	+0.38
IYW iShares Ustechnology ETF	New	0.36%	+0.36
EWJ iShares MSCI Japan ETF	Add +102.0%	0.45%	+0.30
VSGX Vanguard ESG Intl Stock ETF	New	0.25%	+0.25
EIBIX Eaton Vance Inc. FD Bostn-Ins	New	0.24%	+0.24
FIHBX FH Inst Hi YLD BND-Is	New	0.24%	+0.24
VTWAX Vanguard TTL WRL STK Ind-Adm	Add +3.7%	0.59%	+0.20
ISVVF Is MSCI All Cntry WRD ETF-Ua	New	0.20%	+0.20
TMO Thermo Fisher Scientific Inc.	Add +843.2%	0.20%	+0.19
ISTXF iShares Usd Trsry 1-3Y Usd A	New	0.17%	+0.17
ESLOF Essilorluxottica	New	0.17%	+0.17
LRLCF L'oreal	New	0.15%	+0.15
SHV iShares 0-1 Year Treasury Bo	New	0.12%	+0.12
VWIUX Vanguard I/T Tax Exmpt-Adm	Add +6.4%	0.37%	+0.11
BN Brookfield Corp.	New	0.09%	+0.09
VUSB Vanguard Ultra Short Bond Et	Add +268.5%	0.11%	+0.09
IXSRF iShares MSCI Em Xchina	New	0.07%	+0.07
ACWX iShares MSCI Acwi Ex US ETF	Add +177.7%	0.07%	+0.05
VFIRX Vanguard SHRT TRM Treas-Adm	Add +1.1%	0.12%	+0.03
COIN Coinbase Global Inc. Class A	Add +137.7%	0.03%	+0.03
EFAX State Street SPDR MSCI Eafe	Add +18.5%	0.04%	+0.01
ISHOF iShares S&P Small Cap 600	New	0.01%	+0.01
VITSX VNGD Mrngst TS MK Idx FD-Ins	Add +0.3%	0.03%	+0.01
VWITX Vanguard I/T Tax Exmpt-Inv	Add +0.7%	0.03%	+0.01
VBTLX Vanguard TTL BD MKT Idx-Adm	Add +0.9%	0.02%	+0.00

Notes & Other Activity Q4 2023 → Q1 2024


US TREASURY N/B (T 0.375 01/31/26)	Fixed Income	New	3,865,700	$357.5M
US TREASURY N/B (T 5 05/15/37)	TREASURY BONDS	Sold out	18,483	$310Kbefore exit
US TREASURY N/B (T 2.75 08/15/32)	NOT	Sold out	18,483	$310Kbefore exit
US TREASURY N/B (T 4.375 10/31/24)	FIX	Sold out	18,483	$310Kbefore exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	186	$2.8B	IVV, IEMG, VGSH, HEFA, VTV
Q1 2026	174	$2.7B	IVV, VGSH, IEMG, HEFA, VTV
Q4 2025	166	$2.7B	IVV, VGSH, HEFA, IEMG, STIP
Q3 2025	162	$2.5B	IVV, VGSH, IEMG, HEFA, VOO
Q2 2025	161	$2.5B	IVV, VGSH, IEMG, HEFA, VTV
Q1 2025	182	$5.9B	IVV, VOO, VTV, VT, VGSH
Q4 2024	125	$3.6B	IVV, VOO, EMXC, BIL, VT
Q3 2024	177	$6.3B	IVV, VOO, EMXC, VGSH, VT
Q2 2024	186	$5.9B	IVV, EMXC, VOO, VGSH, VTV
Q1 2024	139	$3.3B	IVV, EMXC, IRRRF, VTV, VGSH