Pinion Investment Advisors, LLC

Name: Pinion Investment Advisors, LLC 13F holdings, Q4 2024
Creator: Pinion Investment Advisors, LLC
Published: 2025-02-06

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

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Pinion Investment Advisors, LLC reported 155 stock positions worth $251.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 26.4% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 7.0%) and iShares Core S&P 500 ETF (IVV, 3.5%). Compared with Q3 2024, it opened 13 new positions, sold out of 12, added to 55 and reduced 76. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +102%) and the biggest sale Alpha Architect 1-3 MNTH Box (BOXX, shares −45%).

Most Recent 13F: Q2 2026
Location: WICHITA, KS
CIK: 0001738738
Portfolio Value: $251.3M (Q4 2024)
SEC Filing: 0001738738-25-000001 ↗ filed Feb 6, 2025

Holdings Value

Holdings 155 stocks · $251.3M


VOO Vanguard S&P 500 ETF	26.38%	123,047	$66.3M	Add +2.4%
VUG Vanguard Mrngstar GR ETF-Sui	6.97%	42,665	$17.5M	Add +0.6%
IVV iShares Core S&P 500 ETF	3.51%	14,999	$8.8M	Add +102.4%
VCRB Vanguard Core Bond ETF	2.96%	98,066	$7.4M	Reduce -1.7%
SPIB SS SPDR P Int C Corp. ETF	2.58%	197,904	$6.5M	Add +65.3%
BRK.B Berkshire Hathaway Inc. Class B	2.21%	12,254	$5.6M	Reduce -6.7%
VB Vanguard Most SM-Cap ETF-Usd	1.90%	19,919	$4.8M	Add +12.1%
TSLA Tesla Inc.	1.89%	11,791	$4.8M	Add +11.6%
MSFT Microsoft Corp.	1.72%	10,271	$4.3M	Add +3.3%
AAPL Apple Inc.	1.53%	15,381	$3.9M	Add +2.4%
AVGO Broadcom Inc.	1.40%	15,208	$3.5M	Reduce -4.8%
BOXX Alpha Architect 1-3 MNTH Box	1.34%	30,437	$3.4M	Reduce -44.6%
SCHX Schwab US Large-Cap ETF	1.32%	142,791	$3.3M	Reduce -8.0%
VTI VG Morningstar TS MKT ETF-US	1.30%	11,283	$3.3M	Reduce -1.4%
IEFA iShares Core MSCI Eafe ETF	1.30%	46,331	$3.3M	Add +47.8%
JQUA JPMorgan US Quality Factor	1.26%	55,348	$3.2M	Reduce -37.4%
GOOGL Alphabet Inc. Class A	1.26%	16,712	$3.2M	Add +3.9%
AMZN Amazon.com Inc.	1.24%	14,257	$3.1M	Add +0.8%
NVDA Nvidia Corp.	1.08%	20,229	$2.7M	Reduce -3.8%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	1.08%	59,874	$2.7M	Add +72.4%
XNTK SS SPDR Nyse Tech ETF	1.06%	13,192	$2.7M	Add +3.1%
JPM JPMorgan Chase & Co.	0.93%	9,753	$2.3M	Reduce -1.9%
DVY iShares Select Dividend ETF	0.91%	17,328	$2.3M	Add +42.4%
WMT Walmart Inc.	0.85%	23,578	$2.1M	Reduce -1.3%
V Visa Inc. Class A	0.83%	6,629	$2.1M	Reduce -0.6%
SPYM Ste STR SPDR PT S&P 500 ETF	0.76%	27,728	$1.9M	Reduce -0.6%
VTWO Vanguard Russell 2000 ETF	0.71%	20,026	$1.8M	Add +4.3%
UNH Unitedhealth Group Inc.	0.68%	3,364	$1.7M	Reduce -1.9%
WMB Williams Cos Inc.	0.64%	29,930	$1.6M	Add +23.4%
QUAL iShares MSCI USA Quality Fac	0.59%	8,341	$1.5M	Add +30.0%
MCD McDonald's Corp.	0.58%	4,998	$1.4M	Add +0.5%
ARWR Arrowhead Pharmaceuticals Inc.	0.56%	75,000	$1.4M	New
DYNF Ishrs US E F R A ETF-Usd Inc.	0.56%	27,243	$1.4M	Add +29.6%
EEM iShares MSCI Emerging Market	0.47%	28,350	$1.2M	Reduce -0.6%
T AT&T Inc.	0.47%	51,920	$1.2M	Add +5.5%
MA Mastercard Inc. Class A	0.47%	2,240	$1.2M	Reduce -1.4%
CTAS Cintas Corp.	0.45%	6,206	$1.1M	Add +0.3%
COST Costco Wholesale Corp.	0.45%	1,221	$1.1M	Reduce -1.1%
OKE Oneok Inc.	0.44%	11,076	$1.1M	Add +25.7%
HD Home Depot Inc.	0.42%	2,715	$1.1M	Reduce -1.3%
TMUS T-Mobile US Inc.	0.42%	4,762	$1.1M	Reduce -4.0%
IP International Paper Co.	0.41%	19,222	$1.0M	Reduce -7.0%
SPYG SS SPDR P S&P 500 Growth ETF	0.41%	11,646	$1.0M	Reduce -4.9%
SHYG iShares 0-5 YR HY Corp. Bond	0.41%	23,896	$1.0M	Add +13.5%
VEA Vanguard Ftse Developed ETF	0.40%	21,278	$1.0M	Reduce -6.9%
LMT Lockheed Martin Corp.	0.39%	2,024	$983K	Reduce -3.2%
PEP Pepsico Inc.	0.39%	6,376	$970K	Reduce -17.3%
PG The Procter & Gamble Co.	0.38%	5,768	$967K	Add +2.6%
TMO Thermo Fisher Scientific Inc.	0.38%	1,812	$943K	Add +0.1%
MO Altria Group Inc.	0.37%	17,839	$933K	Reduce -6.2%
CSCO Cisco Systems Inc.	0.37%	15,566	$921K	Add +1.2%
DFVX Dim US Large Cap Vector ETF	0.36%	13,854	$905K	Add +23.3%
META Meta Platforms Inc. Class A	0.35%	1,510	$884K	Add +3.9%
IVW iShares S&P 500 Growth ETF	0.35%	8,548	$868K	Reduce -35.6%
PM Philip Morris International	0.34%	7,030	$846K	Reduce -2.8%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.33%	10,624	$836K	Reduce -8.0%
TT Trane Technologies PLC	0.33%	2,215	$818K	Reduce -2.8%
JPST JPMorgan Ultra-Short Income	0.32%	16,051	$808K	Reduce -6.7%
CVX Chevron Corp.	0.32%	5,577	$808K	Reduce -0.1%
PFG Principal Financial Group	0.31%	10,080	$780K	Add +3.0%
VFH Vanguard Financials ETF	0.30%	6,464	$763K	New
MRK Merck & Co. Inc.	0.30%	7,542	$750K	Reduce -10.0%
ABBV Abbvie Inc.	0.30%	4,206	$747K	Add +3.5%
MBB iShares MBS ETF	0.30%	8,118	$744K	Add +55.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.28%	6,376	$710K	Add +1.8%
OHI Omega Healthcare Investors	0.27%	17,928	$679K	Add +0.6%
KVUE Kenvue Inc.	0.27%	31,687	$677K	Add +0.7%
ARCC Ares Capital Corp.	0.27%	30,839	$675K	Reduce -1.9%
IWF iShares Russell 1000 Growth	0.26%	1,625	$653K	Reduce -10.5%
MGK Vngrd Mrgstr MG CP GR ETF-Ui	0.26%	1,898	$652K	Reduce -7.4%
GS Goldman Sachs Group Inc.	0.26%	1,135	$650K	New
VOT Vngrd Mrngstr MC GRW ETF-Usd	0.26%	2,545	$646K	Reduce -2.0%
AMLP Alerian MLP ETF	0.25%	13,070	$629K	Add +1.5%
ADBE Adobe Inc.	0.25%	1,410	$627K	Reduce -0.6%
NEE Nextera Energy Inc.	0.24%	8,489	$609K	Reduce -1.3%
FSK FS KKR Capital Corp.	0.24%	27,736	$602K	Add +9.9%
GOVT iShares US Treasury Bond ETF	0.24%	26,006	$598K	Add +13.0%
PGR Progressive Corp.	0.24%	2,471	$592K	New
SCHG Schwab US Large-Cap Growth	0.23%	20,716	$577K	Add +0.6%
BKLN Invesco Senior Loan ETF	0.22%	26,297	$554K	New
AMGN Amgen Inc.	0.22%	2,082	$543K	No change
SO The Southern Co.	0.21%	6,564	$540K	Add +0.7%
SON Sonoco Products Co.	0.21%	10,882	$532K	Reduce -10.0%
VOE Vngrd Mrngstr MD-Cap Val ETF	0.21%	3,272	$529K	Reduce -1.9%
VICI Vici Properties Inc. filed as VICI PPTYS INC	0.21%	18,072	$528K	Add +4.3%
NOC Northrop Grumman Corp.	0.21%	1,122	$527K	No change
UL Unilever PLC	0.21%	9,250	$524K	Add +1.9%
SCHD Schwab US DVD Equity ETF	0.20%	18,685	$510K	Add +0.3%
CME Cme Group Inc.	0.20%	2,157	$501K	Reduce -1.9%
ASML ASML Holding NV-NY Reg SHS	0.20%	709	$491K	Reduce -52.1%
BINC iShares Flex I A ETF-Usd Inc.	0.20%	9,441	$491K	Add +54.0%
PWR Quanta Services Inc.	0.19%	1,534	$485K	Add +2.7%
STWD Starwood Property Trust Inc.	0.19%	25,574	$485K	Add +12.1%
XOM Exxon Mobil Corp.	0.19%	4,482	$482K	Reduce -0.2%
CRM Salesforce Inc.	0.19%	1,407	$470K	Reduce -4.3%
SPGI S&P Global Inc.	0.19%	943	$470K	Reduce -2.5%
EOG EOG Resources Inc.	0.19%	3,818	$468K	Reduce -6.0%
MGV Vngrd Mrgstr MG CP VL ETF-Ui	0.18%	3,719	$465K	Reduce -4.5%
SCHK Schwab 1000 Index ETF	0.18%	16,313	$462K	Add +0.3%
PH Parker Hannifin Corp.	0.18%	720	$458K	Reduce -0.1%
MINT PIMCO Enhanced Short Maturit	0.18%	4,550	$457K	No change
ROP Roper Technologies Inc.	0.17%	845	$439K	Reduce -0.6%
HCA HCA Healthcare Inc.	0.17%	1,387	$416K	No change
DHT DHT Holdings Inc.	0.16%	43,783	$407K	Reduce -18.3%
AWK American Water Works Co. Inc.	0.16%	3,190	$397K	Reduce -9.7%
IWS iShares Russell Mid-Cap Valu	0.15%	3,013	$390K	Reduce -3.9%
VLO Valero Energy Corp.	0.15%	3,138	$385K	Reduce -7.3%
ZTS Zoetis Inc.	0.15%	2,345	$382K	Reduce -0.3%
AXON Axon Enterprise Inc.	0.15%	630	$374K	New
FITB Fifth Third Bancorp	0.14%	8,562	$362K	Reduce -0.2%
SCHB Schwab US Broad Market ETF	0.14%	15,385	$349K	Add +5.0%
MPC Marathon Petroleum Corp.	0.14%	2,501	$349K	Reduce -1.1%
NXPI NXP Semiconductors NV	0.14%	1,665	$346K	Reduce -28.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.14%	7,757	$341K	Add +0.1%
ADX Adams Diversified Equity	0.13%	16,787	$339K	Add +9.4%
EMB iShares JP Morgan Usd Emergi	0.13%	3,771	$336K	Add +3.0%
AMT American Tower Corp.	0.13%	1,817	$333K	Reduce -4.4%
CINF Cincinnati Financial Corp.	0.13%	2,310	$332K	No change
MET Metlife Inc.	0.13%	4,040	$331K	Reduce -1.9%
SNPS Synopsys Inc.	0.13%	666	$323K	No change
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.12%	2,565	$310K	Reduce -6.5%
SPYV SS SPDR P S&P 500 Value ETF	0.12%	5,918	$303K	No change
COF Capital One Financial Corp.	0.12%	1,688	$301K	Add +4.0%
SRLN SS Blackstone Sr Loan ETF	0.12%	7,156	$299K	Reduce -1.9%
IEMG iShares Core MSCI Emerging	0.12%	5,696	$297K	Reduce -26.6%
SMMD iShares Russell 2500 ETF	0.12%	4,339	$295K	No change
PLD Prologis Inc.	0.12%	2,766	$292K	Reduce -11.0%
IGEB iShares Investment Grade SYS	0.12%	6,524	$289K	New
GOOG Alphabet Inc. Class C	0.11%	1,514	$288K	Add +0.1%
LIN Linde PLC	0.11%	677	$283K	No change
ETR Entergy Corp.	0.11%	3,672	$278K	New
AEP American Electric Power	0.11%	2,865	$264K	Reduce -9.3%
PAYX Paychex Inc.	0.10%	1,829	$256K	Add +0.1%
KO The Coca-Cola Co.	0.10%	4,107	$256K	Reduce -5.5%
VRTX Vertex Pharmaceuticals Inc.	0.10%	627	$252K	Reduce -24.9%
TLT iShares 20+ Year Treasury BD	0.10%	2,869	$251K	Reduce -12.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.10%	1,135	$250K	Add +0.3%
FTSL First Trust Senior Loan ETF	0.10%	5,329	$246K	No change
PEG Public Service Enterprise GP	0.10%	2,867	$242K	Add +12.2%
PLTR Palantir Technologies Inc. Class A	0.10%	3,169	$240K	New
SHY iShares 1-3 Year Treasury Bo	0.09%	2,909	$238K	New
VBK Van Morst SML-Cap Gro-Usd Inc.	0.09%	847	$237K	Reduce -1.1%
VXUS Vanguard Total Intl Stock	0.09%	3,980	$235K	Reduce -3.4%
DUK Duke Energy Corp.	0.09%	2,160	$233K	Reduce -3.6%
BUD Anheuser-Busch Inbev-SPN ADR	0.09%	4,591	$230K	Reduce -41.2%
KLAC KLA Corp.	0.09%	352	$222K	No change
VZ Verizon Communications Inc.	0.09%	5,480	$219K	Reduce -11.6%
CFG Citizens Financial Group	0.09%	4,963	$217K	New
GLD SPDR Gold Shares	0.09%	891	$216K	Reduce -0.1%
USIG iShares Broad Usd Investment	0.08%	4,160	$209K	New
ACN Accenture PLC Class A	0.08%	594	$209K	Reduce -4.8%
VBR Vngrd Mrngst SL-CP Val ETF-U	0.08%	1,053	$209K	Reduce -2.5%
VMBS Vanguard Mortgage-Backed Sec	0.08%	4,493	$204K	Reduce -8.2%
CSX CSX Corp.	0.08%	6,291	$203K	Reduce -11.9%
VXF Vanguard Extended Market ETF	0.08%	1,053	$200K	New

Portfolio Sells Q3 2024 → Q4 2024


BOXX Alpha Architect 1-3 MNTH Box	Reduce -44.6%	1.34%	−1.17
JQUA JPMorgan US Quality Factor	Reduce -37.4%	1.26%	−0.83
VCRB Vanguard Core Bond ETF	Reduce -1.7%	2.96%	−0.35
BRK.B Berkshire Hathaway Inc. Class B	Reduce -6.7%	2.21%	−0.32
ASML ASML Holding NV-NY Reg SHS	Reduce -52.1%	0.20%	−0.32
IVE iShares S&P 500 Value ETF	Sold out	0.00%	−0.26
EFV iShares MSCI Eafe Value ETF	Sold out	0.00%	−0.20
EFG iShares MSCI Eafe Growth ETF	Sold out	0.00%	−0.19
IVW iShares S&P 500 Growth ETF	Reduce -35.6%	0.35%	−0.19
IYW iShares Ustechnology ETF	Sold out	0.00%	−0.18
PEP Pepsico Inc.	Reduce -17.3%	0.39%	−0.16
UNH Unitedhealth Group Inc.	Reduce -1.9%	0.68%	−0.16
DFCF Dimensional Core Fixed Inc.	Sold out	0.00%	−0.16
SCHX Schwab US Large-Cap ETF	Reduce -8.0%	1.32%	−0.15
NVO Novo-Nordisk A/S-Spons ADR	Sold out	0.00%	−0.13
BUD Anheuser-Busch Inbev-SPN ADR	Reduce -41.2%	0.09%	−0.13
LMT Lockheed Martin Corp.	Reduce -3.2%	0.39%	−0.12
OMFL Invesco Russell 1000 DYN M/F	Sold out	0.00%	−0.11
GIS General Mills Inc.	Sold out	0.00%	−0.10
EMXC iShares MSCI Emr MRK Ex Chna	Sold out	0.00%	−0.10
VEA Vanguard Ftse Developed ETF	Reduce -6.9%	0.40%	−0.10
MRK Merck & Co. Inc.	Reduce -10.0%	0.30%	−0.10
NXPI NXP Semiconductors NV	Reduce -28.2%	0.14%	−0.10
VONG Vanguard Russell 1000 Growth	Sold out	0.00%	−0.09
CWI State Street SPDR MSCI Acwi	Sold out	0.00%	−0.09
DHT DHT Holdings Inc.	Reduce -18.3%	0.16%	−0.09
SPY SS SPDR S&P 500 ETF Trust-US	Sold out	0.00%	−0.09
EEM iShares MSCI Emerging Market	Reduce -0.6%	0.47%	−0.08
IEMG iShares Core MSCI Emerging	Reduce -26.6%	0.12%	−0.07
SON Sonoco Products Co.	Reduce -10.0%	0.21%	−0.06
NEE Nextera Energy Inc.	Reduce -1.3%	0.24%	−0.06
VRTX Vertex Pharmaceuticals Inc.	Reduce -24.9%	0.10%	−0.06
ADBE Adobe Inc.	Reduce -0.6%	0.25%	−0.06
AWK American Water Works Co. Inc.	Reduce -9.7%	0.16%	−0.06
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	Reduce -8.0%	0.33%	−0.06
VTI VG Morningstar TS MKT ETF-US	Reduce -1.4%	1.30%	−0.05
AMT American Tower Corp.	Reduce -4.4%	0.13%	−0.05
PLD Prologis Inc.	Reduce -11.0%	0.12%	−0.05
HD Home Depot Inc.	Reduce -1.3%	0.42%	−0.05
TT Trane Technologies PLC	Reduce -2.8%	0.33%	−0.05
JPST JPMorgan Ultra-Short Income	Reduce -6.7%	0.32%	−0.04
ZTS Zoetis Inc.	Reduce -0.3%	0.15%	−0.04
VLO Valero Energy Corp.	Reduce -7.3%	0.15%	−0.04
MO Altria Group Inc.	Reduce -6.2%	0.37%	−0.04
TLT iShares 20+ Year Treasury BD	Reduce -12.8%	0.10%	−0.04
MPC Marathon Petroleum Corp.	Reduce -1.1%	0.14%	−0.03
PM Philip Morris International	Reduce -2.8%	0.34%	−0.03
AEP American Electric Power	Reduce -9.3%	0.11%	−0.03
VZ Verizon Communications Inc.	Reduce -11.6%	0.09%	−0.03
KO The Coca-Cola Co.	Reduce -5.5%	0.10%	−0.03

Portfolio Buys Q3 2024 → Q4 2024


IVV iShares Core S&P 500 ETF	Add +102.4%	3.51%	+1.72
SPIB SS SPDR P Int C Corp. ETF	Add +65.3%	2.58%	+0.89
TSLA Tesla Inc.	Add +11.6%	1.89%	+0.74
ARWR Arrowhead Pharmaceuticals Inc.	New	0.56%	+0.56
IUSB Ishr CR Unvrse Usd BD ETF-Ui	Add +72.4%	1.08%	+0.39
VFH Vanguard Financials ETF	New	0.30%	+0.30
IEFA iShares Core MSCI Eafe ETF	Add +47.8%	1.30%	+0.27
GS Goldman Sachs Group Inc.	New	0.26%	+0.26
PGR Progressive Corp.	New	0.24%	+0.24
BKLN Invesco Senior Loan ETF	New	0.22%	+0.22
DVY iShares Select Dividend ETF	Add +42.4%	0.91%	+0.22
WMB Williams Cos Inc.	Add +23.4%	0.64%	+0.18
VUG Vanguard Mrngstar GR ETF-Sui	Add +0.6%	6.97%	+0.15
AXON Axon Enterprise Inc.	New	0.15%	+0.15
GOOGL Alphabet Inc. Class A	Add +3.9%	1.26%	+0.14
AMZN Amazon.com Inc.	Add +0.8%	1.24%	+0.14
VB Vanguard Most SM-Cap ETF-Usd	Add +12.1%	1.90%	+0.14
DYNF Ishrs US E F R A ETF-Usd Inc.	Add +29.6%	0.56%	+0.12
IGEB iShares Investment Grade SYS	New	0.12%	+0.12
ETR Entergy Corp.	New	0.11%	+0.11
QUAL iShares MSCI USA Quality Fac	Add +30.0%	0.59%	+0.11
OKE Oneok Inc.	Add +25.7%	0.44%	+0.11
PLTR Palantir Technologies Inc. Class A	New	0.10%	+0.10
SHY iShares 1-3 Year Treasury Bo	New	0.09%	+0.09
CFG Citizens Financial Group	New	0.09%	+0.09
MBB iShares MBS ETF	Add +55.2%	0.30%	+0.09
USIG iShares Broad Usd Investment	New	0.08%	+0.08
VXF Vanguard Extended Market ETF	New	0.08%	+0.08
AAPL Apple Inc.	Add +2.4%	1.53%	+0.07
BINC iShares Flex I A ETF-Usd Inc.	Add +54.0%	0.20%	+0.06
DFVX Dim US Large Cap Vector ETF	Add +23.3%	0.36%	+0.05
FSK FS KKR Capital Corp.	Add +9.9%	0.24%	+0.03
DIS The Walt Disney Co.	Add +1.8%	0.28%	+0.03
CSCO Cisco Systems Inc.	Add +1.2%	0.37%	+0.02
SHYG iShares 0-5 YR HY Corp. Bond	Add +13.5%	0.41%	+0.02
COF Capital One Financial Corp.	Add +4.0%	0.12%	+0.02
T AT&T Inc.	Add +5.5%	0.47%	+0.02
GOVT iShares US Treasury Bond ETF	Add +13.0%	0.24%	+0.01
GOOG Alphabet Inc. Class C	Add +0.1%	0.11%	+0.01
BAC Bank of America Corp.	Add +0.1%	0.14%	+0.01
PWR Quanta Services Inc.	Add +2.7%	0.19%	+0.01
SCHG Schwab US Large-Cap Growth	Add +0.6%	0.23%	+0.01
META Meta Platforms Inc. Class A	Add +3.9%	0.35%	+0.00
SCHB Schwab US Broad Market ETF	Add +5.0%	0.14%	+0.00
PEG Public Service Enterprise GP	Add +12.2%	0.10%	+0.00
XNTK SS SPDR Nyse Tech ETF	Add +3.1%	1.06%	+0.00
PAYX Paychex Inc.	Add +0.1%	0.10%	−0.00
STWD Starwood Property Trust Inc.	Add +12.1%	0.19%	−0.00
ADX Adams Diversified Equity	Add +9.4%	0.13%	−0.00
AMLP Alerian MLP ETF	Add +1.5%	0.25%	−0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	204	$526.8M	VOO, IVV, BOXX, JPIE, VUG
Q1 2026	180	$428.1M	VOO, IVV, BOXX, VUG, SGOV
Q4 2025	173	$409.8M	VOO, IVV, VUG, BOXX, IEFA
Q3 2025	168	$366.1M	VOO, IVV, VUG, IEFA, BOXX
Q2 2025	163	$290.1M	VOO, VUG, IVV, BOXX, SPIB
Q1 2025	150	$453.8M	VOO, VUG, IVV, BOXX, SPIB
Q4 2024	155	$251.3M	VOO, VUG, IVV, VCRB, SPIB
Q3 2024	154	$238.9M	VOO, VUG, VCRB, BRK.B, BOXX
Q2 2024	141	$201.1M	VOO, VUG, JQUA, BRK.B, MSFT
Q1 2024	148	$192.7M	VOO, VUG, BRK.B, VB, JQUA