POM Investment Strategies, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), POM Investment Strategies, LLC reported 200 stock positions worth $184.0 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 13.6% of the portfolio, followed by iShares MSCI Emerging Market (EEM, 7.7%) and Invesco S&P 500 Top 50 ETF (XLG, 7.7%). Compared with Q2 2025, it opened 80 new positions, sold out of 19, added to 39 and reduced 14. The biggest buy was a new position in Simplify Aggregate Bond ETF (AGGH) and the biggest sale Simplify Volatility Premium (SVOL, shares −34%).

Most Recent 13F
Q2 2026
Location
RALEIGH, NC
CIK
0001906322
Portfolio Value
$184.0M (Q3 2025)
SEC Filing
0001906322-25-000004 ↗ filed Nov 12, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $122.1M Q1 2024 Q2 2024: $125.0M Q2 2024 Q3 2024: $128.0M Q3 2024 Q4 2024: $132.8M Q4 2024 Q1 2025: $85.5M Q1 2025 Q2 2025: $139.9M Q2 2025 Q3 2025: $184.0M $184.0M Q3 2025 Q4 2025: $194.5M Q4 2025 Q1 2026: $80.5M Q1 2026 Q2 2026: $88.3M Q2 2026

Holdings 200 stocks · $184.0M
SPYM Ste STR SPDR PT S&P 500 ETF 13.56% 318,495 $25.0M Add +28.3%
EEM iShares MSCI Emerging Market 7.75% 266,992 $14.3M Add +26.4%
XLG Invesco S&P 500 Top 50 ETF 7.72% 246,792 $14.2M Add +22.7%
MTUM iShares MSCI USA Momentum Fa 7.59% 54,469 $14.0M Add +28.8%
QQQ Invesco QQQ Trust Series 1 7.58% 23,244 $14.0M Add +24.5%
IEV iShares Europe ETF 7.44% 208,992 $13.7M Add +33.2%
SPYG SS SPDR P S&P 500 Growth ETF 7.37% 129,813 $13.6M Add +55.6%
SPYV SS SPDR P S&P 500 Value ETF 5.96% 198,117 $11.0M Add +20.3%
IEFA iShares Core MSCI Eafe ETF 4.04% 85,097 $7.4M Add +36.6%
BUCK Simplify Treasury Option Inc. 4.02% 310,080 $7.4M Add +12.5%
HIGH Simplify Enhanced Income ETF 3.92% 312,417 $7.2M Add +46.0%
CTA Simplify Managed Futures St 3.85% 253,556 $7.1M Reduce -15.6%
SVOL Simplify Volatility Premium 3.08% 314,966 $5.7M Reduce -33.6%
AGGH Simplify Aggregate Bond ETF 1.98% 175,630 $3.6M New
SBAR Simplify Barrier Income ETF 1.94% 136,145 $3.6M New
AVEM Avantis Emerging Markets Eq 1.93% 47,217 $3.5M Add +16.5%
SPMD SS SPDR P S&P 400 Midcap ETF 1.33% 42,653 $2.4M Reduce -42.3%
IJJ iShares S&P Mid-Cap 400 Valu 1.12% 15,942 $2.1M Reduce -28.4%
IJK iShares S&P Mid-Cap 400 Grow 1.12% 21,511 $2.1M Reduce -13.1%
GAEM Simplify Gamma Emrg MRK BND 0.97% 67,908 $1.8M New
AAPL Apple Inc. 0.88% 6,387 $1.6M Add +2.6%
TSLA Tesla Inc. 0.40% 3,402 $729K Add +8000.0%
SPSM SS SPDR P S&P 600 Small Cap 0.38% 15,248 $706K Reduce -39.5%
AVUV Avantis US Small Cap Value 0.38% 7,008 $697K Reduce -39.0%
MSFT Microsoft Corp. 0.33% 1,161 $601K Add +504.7%
JNJ Johnson & Johnson 0.26% 2,585 $479K Add +1.4%
AGG iShares Core U.S. Aggregate 0.18% 3,231 $324K New
NVDA Nvidia Corp. 0.17% 1,652 $308K Reduce -2.6%
VOO Vanguard S&P 500 ETF 0.17% 498 $305K Add +12350.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.14% 945 $267K Add +1.0%
BRK.B Berkshire Hathaway Inc. Class B 0.11% 415 $209K Reduce -0.5%
COST Costco Wholesale Corp. 0.10% 202 $187K Add +1.0%
XMAG Defiance Le Cap Ex-Mag 7 ETF 0.09% 7,096 $157K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.08% 290 $139K New
HD Home Depot Inc. 0.07% 326 $132K Add +48.9%
IONQ Ionq Inc. 0.07% 2,141 $132K No change
UNH Unitedhealth Group Inc. 0.07% 353 $122K Add +1861.1%
VEA Vanguard Ftse Developed ETF 0.06% 1,891 $113K Add +92.6%
GBTC Grayscale Bitcoin Trust ETF 0.06% 1,239 $111K No change
LOW Lowe's Cos Inc. 0.06% 435 $109K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 586 $109K Add +5227.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 369 $108K New
DAL Delta Air Lines Inc. 0.06% 1,831 $104K No change
EFA iShares MSCI Eafe ETF 0.05% 1,070 $100K Add +1428.6%
USMV iShares MSCI USA Min Vol Fac 0.05% 1,000 $95K New
HDV iShares Core High Dividend E 0.05% 750 $92K New
AHR American Healthcare REIT Inc. 0.05% 2,068 $87K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.04% 269 $83K New
VTI VG Morningstar TS MKT ETF-US 0.04% 250 $82K New
WSFS WSFS Financial Corp. 0.04% 1,506 $81K No change
NUKZ Range Nuclear Renaissance filed as EXCHANGE TRADED CONCEPTS TRU 0.04% 1,187 $77K No change
JIG JPMorgan International Growt 0.04% 1,000 $75K New
SPY SS SPDR S&P 500 ETF Trust-US 0.04% 112 $75K New
VSS Vanguard Ftse All Wo X-US SC 0.04% 500 $71K New
QTUM Defiance Quantum ETF 0.04% 643 $67K No change
SHLD Global X Defense Tech ETF 0.04% 933 $66K No change
IJR iShares Core S&P Small-Cap E 0.03% 500 $59K New
USHY iShares Broad Usd High Yield 0.03% 1,425 $54K New
IWF iShares Russell 1000 Growth 0.03% 114 $53K No change
GOOG Alphabet Inc. Class C 0.03% 218 $53K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 1,006 $52K No change
GOOGL Alphabet Inc. Class A 0.03% 210 $51K Add +5.0%
AMZN Amazon.com Inc. 0.02% 1,147 $44K Add +952.3%
STNG Scorpio Tankers Inc. 0.02% 734 $41K No change
AIVL Wisdomtree US AI Enhanced Va 0.02% 340 $39K No change
MGM MGM Resorts International 0.02% 1,100 $38K No change
TK Teekay Corp. Ltd. 0.02% 4,621 $38K No change
MPC Marathon Petroleum Corp. 0.02% 196 $38K No change
ZS Zscaler Inc. 0.02% 113 $34K No change
T AT&T Inc. 0.02% 1,185 $33K New
RCL Royal Caribbean Cruises Ltd. 0.02% 100 $32K No change
CRWD CrowdStrike Holdings Inc. Class A 0.02% 59 $29K No change
GPN Global Payments Inc. 0.02% 336 $28K No change
NVO Novo-Nordisk A/S-Spons ADR 0.01% 494 $27K No change
CSCO Cisco Systems Inc. 0.01% 400 $27K Reduce -1.5%
WMT Walmart Inc. 0.01% 256 $26K No change
META Meta Platforms Inc. Class A 0.01% 35 $26K Add +12.9%
GD General Dynamics Corp. 0.01% 71 $24K No change
JPM JPMorgan Chase & Co. 0.01% 76 $24K Add +216.7%
FBCG Fidelity Blue Chip Grow ETF 0.01% 417 $22K No change
AVGO Broadcom Inc. 0.01% 67 $22K Reduce -98.8%
IWD iShares Russell 1000 Value E 0.01% 106 $22K No change
SCHX Schwab US Large-Cap ETF 0.01% 810 $21K No change
RSP Invesco S&P 500 Equal Weight 0.01% 112 $21K New
SILA Sila Realty Trust Inc. 0.01% 836 $21K No change
IJH iShares Core S&P Midcap ETF 0.01% 309 $20K New
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.01% 350 $20K New
JEPI JPMorgan Equity Premium Inco 0.01% 350 $20K New
KRNY Kearny Financial Corp. 0.01% 3,000 $20K No change
VZ Verizon Communications Inc. 0.01% 445 $20K New
PG The Procter & Gamble Co. 0.01% 127 $20K New
BN Brookfield Corp. 0.01% 284 $19K No change
GLW Corning Inc. 0.01% 233 $19K New
FAST Fastenal Co. 0.01% 336 $16K New
CAR Avis Budget Group Inc. 0.01% 100 $16K No change
INTC Intel Corp. 0.01% 470 $16K New
VPU Vanguard Utilities ETF 0.01% 81 $15K No change
PH Parker Hannifin Corp. 0.01% 20 $15K New
XLP SS Consumer Staples Sel Sect 0.01% 180 $14K New
ADBE Adobe Inc. 0.01% 39 $14K Add +105.3%
FDCF Fidelity Disruptive Comm ETF 0.01% 277 $14K No change
PFF iShares Preferred & Income S 0.01% 432 $14K New
DUK Duke Energy Corp. 0.01% 109 $13K New
NOBL Proshares S&P 500 Dividend A 0.01% 121 $12K New
EOLS Evolus Inc. 0.01% 2,000 $12K No change
PEP Pepsico Inc. 0.01% 85 $12K Add +13.3%
BLK BlackRock Inc. 0.01% 10 $12K New
IHAK iShares Cybersecurity & Tech 0.01% 221 $12K No change
LIN Linde PLC 0.01% 24 $11K New
FBOT Fidelity Disrupt Automat ETF 0.01% 343 $11K No change
SCHM Schwab US Mid Cap ETF 0.01% 375 $11K No change
V Visa Inc. Class A 0.01% 31 $11K Add +29.2%
MA Mastercard Inc. Class A 0.01% 18 $10K No change
HSY The Hershey Co. 0.01% 54 $10K New
FDFF Fidelity Disrupt Finan ETF 0.01% 268 $10K No change
MLM Martin Marietta Materials 0.01% 15 $9K No change
SHEL Shell PLC-ADR 0.00% 127 $9K New
DHR Danaher Corp. 0.00% 45 $9K Add +25.0%
AVXL Anavex Life Sciences Corp. 0.00% 1,000 $9K New
VTR Ventas Inc. 0.00% 123 $9K New
NOW ServiceNow Inc. 0.00% 9 $8K No change
KOD Kodiak Sciences Inc. 0.00% 500 $8K No change
VCIT Vanguard Int-Term Corporate 0.00% 97 $8K New
KTB Kontoor Brands Inc. 0.00% 101 $8K New
VYM Vanguard High DVD Yield ETF 0.00% 56 $8K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.00% 54 $8K No change
MGYR Magyar Bancorp Inc. 0.00% 428 $7K No change
SHW The Sherwin-Williams Co. 0.00% 21 $7K No change
PFE Pfizer Inc. 0.00% 275 $7K New
MRK Merck & Co. Inc. 0.00% 73 $6K Add +217.4%
ACN Accenture PLC Class A 0.00% 23 $6K No change
XOM Exxon Mobil Corp. 0.00% 47 $5K Add +27.0%
KD Kyndryl Holdings Inc. 0.00% 171 $5K No change
GE General Electric filed as GE AEROSPACE 0.00% 16 $5K No change
UNP Union Pacific Corp. 0.00% 20 $5K No change
TXN Texas Instruments Inc. 0.00% 25 $5K New
KO The Coca-Cola Co. 0.00% 61 $4K New
TMO Thermo Fisher Scientific Inc. 0.00% 8 $4K New
NNE Nano Nuclear Energy Inc. 0.00% 100 $4K No change
VNQ Vanguard Real Estate ETF 0.00% 42 $4K New
EFG iShares MSCI Eafe Growth ETF 0.00% 32 $4K No change
NGG National Grid PLC-SP ADR 0.00% 50 $4K New
VYMI Vanguard Int High DVD YLD Inc. 0.00% 42 $4K New
ANGL Vaneck Fallen Angel High YLD 0.00% 116 $3K New
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.00% 121 $3K New
BX Blackstone Inc. 0.00% 19 $3K Add +280.0%
SPTI SS SPDR P Int Term TSY ETF 0.00% 109 $3K New
CCL Carnival Corp. 0.00% 100 $3K No change
BCUS Bancreek U.S. Large Cap ETF 0.00% 82 $3K New
HUBB Hubbell Inc. 0.00% 6 $3K New
ABBV Abbvie Inc. 0.00% 11 $3K New
GLD SPDR Gold Shares 0.00% 7 $2K New
NCLH Norwegian Cruise Line Holdin 0.00% 100 $2K New
BCIL Bancreek Interl Larg ETF 0.00% 85 $2K New
GS Goldman Sachs Group Inc. 0.00% 3 $2K New
UBER Uber Technologies Inc. 0.00% 23 $2K New
FBTC Fidelity Wise Origin Bitcoin 0.00% 22 $2K No change
SPXE Proshares S&P 500 Ex-Energy 0.00% 30 $2K No change
XLF SS Financial Select Sector 0.00% 40 $2K No change
CRM Salesforce Inc. 0.00% 9 $2K New
MRSH Marsh & McLennan Cos 0.00% 10 $2K New
AXP American Express Co. 0.00% 6 $2K New
SIVR Abrdn Physical Silver Shares 0.00% 43 $2K New
VFC VF Corp. 0.00% 127 $2K New
WM Waste Management Inc. 0.00% 8 $2K New
BA The Boeing Co. 0.00% 8 $2K New
ORLY O'reilly Automotive Inc. 0.00% 16 $2K New
ORCL Oracle Corp. 0.00% 6 $2K Add +20.0%
QTEC First Trust Nasdq 100 Tech I 0.00% 7 $2K No change
BSX Boston Scientific Corp. 0.00% 16 $2K New
LLY Eli Lilly & Co. 0.00% 2 $2K New
FXL First Trust Technology Alpha 0.00% 9 $2K No change
CLLS Cellectis - ADR 0.00% 495 $1K No change
CHTR Charter Communications Inc. Class A 0.00% 5 $1K New
F Ford Motor Co. filed as FORD MTR CO 0.00% 103 $1K Add +1.0%
IXC iShares Global Energy ETF 0.00% 29 $1K New
NFLX Netflix Inc. 0.00% 1 $1K New
MSOS Advisorshares Pure US Cann 0.00% 250 $1K New
FXD First Trust Consumer Discret 0.00% 17 $1K No change
FDN First Trust DJ Internet Ind 0.00% 4 $1K No change
FTGC First Trust Global Tactical 0.00% 43 $1K No change
QQXT First Trust Nasdaq-100 Ex-Te 0.00% 11 $1K No change
PYPL PayPal Holdings Inc. 0.00% 15 $1K New
FV First Trust DW Focus 5 Fund 0.00% 15 $929 Reduce -6.3%
DE Deere & Co. 0.00% 2 $915 No change
MLPX Global X MLP & Energy Infras 0.00% 10 $627 New
CI The Cigna Group 0.00% 2 $577 New
CAKE The Cheesecake Factory Inc. 0.00% 10 $546 No change
GSK GSK PLC-Spon ADR 0.00% 12 $518 New
OXY Occidental Petroleum Corp. 0.00% 10 $475 No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.00% 1 $397 Reduce -99.7%
PLTR Palantir Technologies Inc. Class A 0.00% 2 $365 Add +100.0%
WBD Warner Bros Discovery Inc. 0.00% 15 $293 New
NOK Nokia Corp.-Spon ADR 0.00% 60 $289 New
BIL SS SPDR BB 1-3M T-Bill ETF 0.00% 2 $184 New
HLN Haleon PLC-ADR 0.00% 15 $135 New
PROP Prairie Operating Co. 0.00% 61 $121 No change
VTRS Viatris Inc. 0.00% 9 $89 New
OGN Organon & Co. 0.00% 7 $75 Add +250.0%
JSML Janus Hender SM Cap GRW Alph 0.00% 1 $49 Reduce -98.8%
Other holdings (1): bonds, preferreds, convertibles and warrants · $11 (not counted above)
SecurityClassShares / PrincipalValueChange
REVBW Revelation Biosc -CW27 *W EXP 01/10/202 1,005$11No change

Total filed on the 13F, all lines: $184.0M.

Portfolio Sells Q2 2025 → Q3 2025
SVOL Simplify Volatility Premium Reduce -33.6% 3.08% −3.15
CTA Simplify Managed Futures St Reduce -15.6% 3.85% −1.89
SPMD SS SPDR P S&P 400 Midcap ETF Reduce -42.3% 1.33% −1.55
AVGO Broadcom Inc. Reduce -98.8% 0.01% −1.04
IJJ iShares S&P Mid-Cap 400 Valu Reduce -28.4% 1.12% −0.84
IJK iShares S&P Mid-Cap 400 Grow Reduce -13.1% 1.12% −0.49
SPSM SS SPDR P S&P 600 Small Cap Reduce -39.5% 0.38% −0.38
AVUV Avantis US Small Cap Value Reduce -39.0% 0.38% −0.37
DELL Dell Technologies -C Sold out 0.00% −0.08
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -99.7% 0.00% −0.08
HBNC Horizon Bancorp Inc. Sold out 0.00% −0.06
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.5% 0.11% −0.03
PECO Phillips Edison & Company Inc. Sold out 0.00% −0.03
NVDA Nvidia Corp. Reduce -2.6% 0.17% −0.02
FBRT Franklin BSP Realty Trust Inc. Sold out 0.00% −0.01
CIBR First Trust Nasdaq Cybersecu Sold out 0.00% −0.01
COWZ Pacer US Cash Cows 100 ETF Sold out 0.00% −0.01
CSCO Cisco Systems Inc. Reduce -1.5% 0.01% −0.01
VKTX Viking Therapeutics Inc. Sold out 0.00% −0.00
JSML Janus Hender SM Cap GRW Alph Reduce -98.8% 0.00% −0.00
SOFI Sofi Technologies Inc. Sold out 0.00% −0.00
IRM Iron Mountain Inc. Sold out 0.00% −0.00
IUSV iShares Core S&P U.S. Value Sold out 0.00% −0.00
BND Vanguard Total Bond Market Sold out 0.00% −0.00
NYC American Strategic Investm-A Sold out 0.00% −0.00
FV First Trust DW Focus 5 Fund Reduce -6.3% 0.00% −0.00
IWV iShares Russell 3000 ETF Sold out 0.00% −0.00
QQEW First TR Nasdaq-100 Sel Eq Sold out 0.00% −0.00
SAFETY SHOT INC Sold out 0.00% −0.00
EDOW First Trust Dow 30 Eql WGHT Sold out 0.00% 0.00
FTGS First Trust Grwth Strgth ETF Sold out 0.00% 0.00
RDVY First Trust Rising Dividend Sold out 0.00% 0.00
SCHH Schwab US REIT ETF Sold out 0.00% 0.00

Portfolio Buys Q2 2025 → Q3 2025
AGGH Simplify Aggregate Bond ETF New 1.98% +1.98
SBAR Simplify Barrier Income ETF New 1.94% +1.94
SPYG SS SPDR P S&P 500 Growth ETF Add +55.6% 7.37% +1.69
GAEM Simplify Gamma Emrg MRK BND New 0.97% +0.97
SPYM Ste STR SPDR PT S&P 500 ETF Add +28.3% 13.56% +0.66
EEM iShares MSCI Emerging Market Add +26.4% 7.75% +0.47
TSLA Tesla Inc. Add +8000.0% 0.40% +0.39
IEV iShares Europe ETF Add +33.2% 7.44% +0.35
MTUM iShares MSCI USA Momentum Fa Add +28.8% 7.59% +0.33
IEFA iShares Core MSCI Eafe ETF Add +36.6% 4.04% +0.32
MSFT Microsoft Corp. Add +504.7% 0.33% +0.26
QQQ Invesco QQQ Trust Series 1 Add +24.5% 7.58% +0.22
XLG Invesco S&P 500 Top 50 ETF Add +22.7% 7.72% +0.22
HIGH Simplify Enhanced Income ETF Add +46.0% 3.92% +0.21
AGG iShares Core U.S. Aggregate New 0.18% +0.18
VOO Vanguard S&P 500 ETF Add +12350.0% 0.17% +0.16
VUG Vanguard Mrngstar GR ETF-Sui New 0.08% +0.08
UNH Unitedhealth Group Inc. Add +1861.1% 0.07% +0.06
VO Vngrd Mrngstr MD-Cap ETF-Usd New 0.06% +0.06
VTV Vanguard Mrngstr Val ETF-Aui Add +5227.3% 0.06% +0.06
USMV iShares MSCI USA Min Vol Fac New 0.05% +0.05
HDV iShares Core High Dividend E New 0.05% +0.05
EFA iShares MSCI Eafe ETF Add +1428.6% 0.05% +0.05
VV Vngrd Mrgstr LRG-Cap ETF-Usd New 0.04% +0.04
VTI VG Morningstar TS MKT ETF-US New 0.04% +0.04
JIG JPMorgan International Growt New 0.04% +0.04
SPY SS SPDR S&P 500 ETF Trust-US New 0.04% +0.04
VSS Vanguard Ftse All Wo X-US SC New 0.04% +0.04
IJR iShares Core S&P Small-Cap E New 0.03% +0.03
USHY iShares Broad Usd High Yield New 0.03% +0.03
VEA Vanguard Ftse Developed ETF Add +92.6% 0.06% +0.02
T AT&T Inc. New 0.02% +0.02
HD Home Depot Inc. Add +48.9% 0.07% +0.01
RSP Invesco S&P 500 Equal Weight New 0.01% +0.01
IJH iShares Core S&P Midcap ETF New 0.01% +0.01
JEPI JPMorgan Equity Premium Inco New 0.01% +0.01
JEPQ JPM Nasdaq Equity Premium New 0.01% +0.01
PG The Procter & Gamble Co. New 0.01% +0.01
VZ Verizon Communications Inc. New 0.01% +0.01
GLW Corning Inc. New 0.01% +0.01
FAST Fastenal Co. New 0.01% +0.01
INTC Intel Corp. New 0.01% +0.01
PH Parker Hannifin Corp. New 0.01% +0.01
JPM JPMorgan Chase & Co. Add +216.7% 0.01% +0.01
XLP SS Consumer Staples Sel Sect New 0.01% +0.01
PFF iShares Preferred & Income S New 0.01% +0.01
DUK Duke Energy Corp. New 0.01% +0.01
AMZN Amazon.com Inc. Add +952.3% 0.02% +0.01
NOBL Proshares S&P 500 Dividend A New 0.01% +0.01
BLK BlackRock Inc. New 0.01% +0.01

Notes & Other Activity Q2 2025 → Q3 2025
SDVY First Trust Smid Cap Rising SMID RISNG ETF Sold out 0 $13before exit

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

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 348$88.3MMAYW, JANW, JUNW, FEBW, GMAY
Q1 2026 433$80.5MGSEP, JANW, OCTW, DECU, SEPW
Q4 2025 343$194.5MSPYM, XLG, EEM, IEV, QQQ
Q3 2025 200$184.0MSPYM, EEM, XLG, MTUM, QQQ
Q2 2025 139$139.9MSPYM, XLG, QQQ, EEM, MTUM
Q1 2025 211$85.5MSPYM, CTA, EDOW, RDVY, FTGS
Q4 2024 340$132.8MBUFR, MGK, XLG, QQQ, IWV
Q3 2024 311$128.0MBUFR, MGK, QQQ, XLG, IWV
Q2 2024 322$125.0MXLG, MGK, QQQ, BUFR, RDVY
Q1 2024 250$122.1MXLG, MGK, QQQ, BUFR, EDOW