Precedent Wealth Partners, LLC

Name: PRECEDENT WEALTH PARTNERS, LLC 13F holdings, Q4 2024
Creator: PRECEDENT WEALTH PARTNERS, LLC
Published: 2025-01-21

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

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Precedent Wealth Partners, LLC reported 148 stock positions worth $306.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 7.7% of the portfolio, followed by Wisdomtree US Midcap Dividen (DON, 4.1%) and iShares Core S&P 500 ETF (IVV, 4.0%). Compared with Q3 2024, it opened 10 new positions, sold out of 4, added to 74 and reduced 51. The biggest buy was a new position in Invesco S&P Midcap Qual ETF (XMHQ) and the biggest sale SS SPDR P S&P 400 Midcap ETF (SPMD, shares −81%).

Most Recent 13F: Q2 2026
Location: HOUSTON, TX
CIK: 0002008666
Portfolio Value: $306.5M (Q4 2024)
SEC Filing: 0002008666-25-000001 ↗ filed Jan 21, 2025

Holdings Value

Holdings 148 stocks · $306.5M


VTI VG Morningstar TS MKT ETF-US	7.68%	81,236	$23.5M	Reduce -0.6%
DON Wisdomtree US Midcap Dividen	4.11%	247,317	$12.6M	Reduce -7.9%
IVV iShares Core S&P 500 ETF	3.99%	20,778	$12.2M	Reduce -2.0%
VEA Vanguard Ftse Developed ETF	3.54%	226,988	$10.9M	Add +3.3%
IJH iShares Core S&P Midcap ETF	3.51%	172,728	$10.8M	Reduce -20.7%
EFA iShares MSCI Eafe ETF	2.94%	119,071	$9.0M	Reduce -6.6%
SDY SS SPDR S&P Dividend ETF	2.79%	64,801	$8.6M	Add +2.9%
XLG Invesco S&P 500 Top 50 ETF	2.74%	168,163	$8.4M	Add +1.5%
DMAY FT Vest US Equity Deep Buffe	2.13%	160,471	$6.5M	Add +0.4%
DAUG FT Vest U.S. Equity Deep Buf	2.11%	162,700	$6.5M	No change
MUB iShares National Muni Bond E	1.81%	52,188	$5.6M	Add +1.1%
DHS Wisdomtree US High Dividend	1.80%	59,208	$5.5M	Add +1.1%
VOO Vanguard S&P 500 ETF	1.79%	10,210	$5.5M	Add +38.2%
AAPL Apple Inc.	1.68%	20,540	$5.1M	Add +1.8%
BIV Vanguard Intermediate-Term B	1.47%	60,178	$4.5M	Reduce -10.2%
XMHQ Invesco S&P Midcap Qual ETF	1.41%	43,964	$4.3M	New
SDVY First Trust Smid Cap Rising	1.39%	118,624	$4.3M	New
IWB iShares Russell 1000 ETF	1.37%	13,067	$4.2M	Add +9.3%
PRF Invesco Rafi US 1000 ETF	1.37%	104,005	$4.2M	Reduce -5.2%
AVGO Broadcom Inc.	1.32%	17,449	$4.0M	Add +1.2%
MSFT Microsoft Corp.	1.15%	8,390	$3.5M	Add +0.5%
MDY State Street SPDR S&P Midcap	1.03%	5,522	$3.1M	Add +17.7%
IBDX iShares Ibonds Dec 2032 TC	1.03%	127,850	$3.1M	Reduce -2.4%
RSP Invesco S&P 500 Equal Weight	1.01%	17,666	$3.1M	Add +9.5%
IBDS Ishrs Ibnds Dec 27 Corp. ETF	0.98%	125,236	$3.0M	Reduce -9.8%
IBDW iShares Ibonds Dec 2031 Corp.	0.98%	147,116	$3.0M	Reduce -6.4%
IBDT iShares Ibonds Dec 2028 ETF	0.98%	120,208	$3.0M	Reduce -9.8%
IBDR iShares Ibonds Dec 2026 Term	0.98%	124,299	$3.0M	Reduce -9.9%
IBDU iShares Ibonds Dec 2029 Term	0.97%	131,039	$3.0M	Reduce -9.6%
IBDV iShares Ibonds Dec 2030 Corp.	0.97%	139,419	$3.0M	Reduce -6.9%
IBDQ iShares Ibonds Dec 2025 Term	0.95%	116,069	$2.9M	Reduce -7.1%
VYMI Vanguard Int High DVD YLD Inc.	0.86%	38,856	$2.6M	Add +3.9%
WSM Williams-Sonoma Inc.	0.83%	13,782	$2.6M	Add +0.8%
IWD iShares Russell 1000 Value E	0.81%	13,405	$2.5M	No change
XOM Exxon Mobil Corp.	0.78%	22,094	$2.4M	Add +0.8%
JPM JPMorgan Chase & Co.	0.75%	9,543	$2.3M	Add +3.3%
AIRR First Trust Rba American Ind	0.70%	27,743	$2.1M	New
SPAB SS SPDR P Agg Bond ETF	0.69%	84,738	$2.1M	Reduce -1.9%
CSCO Cisco Systems Inc.	0.61%	31,490	$1.9M	Add +3.0%
LRCX Lam Research Corp.	0.60%	25,663	$1.9M	New
BUFD FT VST Lad Deep Buf ETF-Usdi	0.58%	69,368	$1.8M	Add +81.9%
BSMS Invesco Bulletshares 2028 MB	0.57%	74,920	$1.7M	Add +6.5%
BSMR Invesco Bulletshares 2027 MB	0.56%	72,483	$1.7M	Add +3.8%
CVX Chevron Corp.	0.55%	11,647	$1.7M	Add +7.1%
BSMT Invesco Bulletshares 2029 MB	0.55%	72,934	$1.7M	Add +3.9%
MCD McDonald's Corp.	0.54%	5,750	$1.7M	Add +0.6%
ABBV Abbvie Inc.	0.53%	9,222	$1.6M	Add +4.3%
CMI Cummins Inc.	0.53%	4,675	$1.6M	Add +3.0%
BSMP Invesco Bulletshares 2025 MB	0.53%	66,277	$1.6M	Add +3.7%
BSMQ Invesco Bulletshares 2026 MB	0.53%	68,704	$1.6M	Add +4.2%
BSMU Invesco Bulletshares 2030 MB	0.53%	74,271	$1.6M	Add +4.0%
KMI Kinder Morgan Inc.	0.53%	58,812	$1.6M	Reduce -0.7%
BSMW Invesco Bulletshares 2032 MB	0.52%	63,907	$1.6M	Add +6.9%
BSMV Invesco Bulletshares 2031 MB	0.51%	74,202	$1.6M	Add +4.5%
ACN Accenture PLC Class A	0.50%	4,340	$1.5M	Reduce -0.9%
BLK BlackRock Inc.	0.49%	1,474	$1.5M	New
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.49%	34,264	$1.5M	Add +1.2%
VYM Vanguard High DVD Yield ETF	0.49%	11,726	$1.5M	Add +0.1%
ADP Automatic Data Processing	0.48%	5,009	$1.5M	Add +0.7%
DVY iShares Select Dividend ETF	0.48%	11,108	$1.5M	Reduce -9.7%
AMGN Amgen Inc.	0.46%	5,407	$1.4M	Add +3.4%
LMT Lockheed Martin Corp.	0.46%	2,893	$1.4M	Add +4.3%
MET Metlife Inc.	0.46%	17,126	$1.4M	Add +1.8%
IDV iShares International Select	0.45%	50,451	$1.4M	Add +8.4%
NVDA Nvidia Corp.	0.44%	10,038	$1.3M	Reduce -0.9%
VTEB Vanguard Tax-Exempt Bond ETF	0.43%	26,050	$1.3M	Add +20.1%
AMZN Amazon.com Inc.	0.42%	5,877	$1.3M	Reduce -1.9%
QCOM Qualcomm Inc.	0.42%	8,389	$1.3M	Add +3.0%
SPMD SS SPDR P S&P 400 Midcap ETF	0.42%	23,268	$1.3M	Reduce -80.8%
SPSM SS SPDR P S&P 600 Small Cap	0.41%	28,267	$1.3M	Reduce -57.3%
PEP Pepsico Inc.	0.41%	8,303	$1.3M	Add +3.3%
CLX Clorox Company	0.41%	7,708	$1.3M	Reduce -0.4%
TXN Texas Instruments Inc.	0.40%	6,551	$1.2M	Add +1.1%
KR Kroger Co.	0.40%	19,929	$1.2M	Add +2.8%
MO Altria Group Inc.	0.39%	22,970	$1.2M	Reduce -1.4%
DGRS Wisdomtree U.S. Smallcap Qua	0.39%	23,337	$1.2M	Reduce -3.3%
BUFR FT Vest Lad Buffervetf-Usd I	0.39%	39,023	$1.2M	Add +20.2%
MRK Merck & Co. Inc.	0.38%	11,659	$1.2M	Add +3.5%
HD Home Depot Inc.	0.38%	2,967	$1.2M	Add +3.0%
SPY SS SPDR S&P 500 ETF Trust-US	0.37%	1,957	$1.1M	Add +1.6%
JNJ Johnson & Johnson	0.36%	7,724	$1.1M	Add +1.6%
TGT Target Corp.	0.35%	8,004	$1.1M	Add +264.0%
DUK Duke Energy Corp.	0.35%	10,028	$1.1M	Add +1.5%
FEZ State Street SPDR Euro Stoxx	0.33%	21,200	$1.0M	Reduce -23.1%
VXF Vanguard Extended Market ETF	0.33%	5,329	$1.0M	Add +12.8%
OC Owens Corning	0.33%	5,857	$998K	Reduce -0.4%
PNC PNC Financial Services Group	0.32%	5,044	$973K	Add +0.7%
UNH Unitedhealth Group Inc.	0.30%	1,798	$910K	Add +0.4%
KNG FT Vest S&P 500 DVD Arst TRG	0.29%	17,807	$894K	Add +1.9%
ITW Illinois Tool Works	0.29%	3,481	$883K	Add +3.6%
APD Air Products & Chemicals Inc.	0.29%	3,032	$879K	Add +5.5%
JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F	0.28%	16,497	$856K	Reduce -2.9%
GOOGL Alphabet Inc. Class A	0.27%	4,417	$836K	Add +27.9%
UPS United Parcel Service Class B	0.27%	6,625	$835K	Reduce -4.3%
VONG Vanguard Russell 1000 Growth	0.27%	8,060	$833K	Add +159.3%
CMCSA Comcast Corp. Class A	0.27%	22,004	$826K	Reduce -1.9%
NKE Nike Inc. Class B	0.27%	10,748	$813K	Add +7.0%
ZTS Zoetis Inc.	0.26%	4,975	$811K	Add +4.4%
PEY Invesco High Yield Equity Di	0.26%	37,763	$803K	Add +2.0%
ONEY SS SPDR R1000 Yield Foc ETF	0.26%	7,268	$791K	Add +2.1%
WMT Walmart Inc.	0.25%	8,357	$755K	Add +6.3%
VBR Vngrd Mrngst SL-CP Val ETF-U	0.24%	3,682	$730K	Add +4.9%
HSY The Hershey Co.	0.23%	4,183	$708K	Add +2.6%
TDVI FT Vest Technology Dividend	0.23%	29,385	$708K	New
DEM Wisdomtree Emerging Markets	0.23%	17,293	$700K	Add +31.6%
DDEC FT Vest U.S. Equity Deep Buf	0.21%	16,192	$650K	New
GOOG Alphabet Inc. Class C	0.21%	3,388	$645K	Reduce -5.7%
VZ Verizon Communications Inc.	0.21%	15,788	$631K	Reduce -7.4%
SCHD Schwab US DVD Equity ETF	0.20%	22,917	$626K	Reduce -9.9%
AXP American Express Co.	0.20%	2,064	$613K	Add +2.1%
INTU Intuit Inc.	0.20%	963	$605K	Add +10.4%
META Meta Platforms Inc. Class A	0.20%	1,033	$605K	Reduce -0.5%
D Dominion Energy Inc.	0.20%	11,102	$598K	Reduce -15.2%
LNG Cheniere Energy Inc.	0.19%	2,680	$576K	Reduce -17.1%
QQQ Invesco QQQ Trust Series 1	0.18%	1,058	$541K	Reduce -4.4%
FDVV Fidelity High Dividend ETF	0.17%	10,663	$533K	Add +9.2%
EES Wisdomtree US Smallcap Fund	0.16%	9,347	$504K	Reduce -18.2%
WMB Williams Cos Inc.	0.16%	8,875	$480K	Reduce -4.3%
STEL Stellar Bancorp Inc.	0.15%	16,000	$454K	No change
VTHR Vanguard Russell 3000	0.14%	1,673	$435K	Reduce -6.7%
XLK SS Technology Select Sector	0.14%	1,840	$428K	No change
VUG Vanguard Mrngstar GR ETF-Sui	0.13%	1,006	$413K	No change
V Visa Inc. Class A	0.13%	1,292	$408K	Reduce -9.8%
IBTX Independent Bank Group Inc.	0.13%	6,693	$406K	Reduce -7.0%
XLY SS Consumer Disc Select Sect	0.13%	1,809	$406K	No change
COST Costco Wholesale Corp.	0.13%	434	$398K	Add +8.5%
SYK Stryker Corp.	0.12%	1,034	$372K	Reduce -9.5%
KNF Knife River Corp.	0.12%	3,543	$360K	No change
SCHB Schwab US Broad Market ETF	0.11%	15,171	$344K	No change
IWF iShares Russell 1000 Growth	0.11%	825	$331K	No change
FIS Fidelity National Info Serv	0.10%	3,964	$320K	Reduce -7.3%
XLV SS Health Care Select Sector	0.10%	2,277	$313K	No change
VLO Valero Energy Corp.	0.10%	2,530	$310K	Add +2.3%
ABT Abbott Laboratories	0.10%	2,696	$305K	Add +10.2%
BRK.B Berkshire Hathaway Inc. Class B	0.09%	637	$289K	Reduce -12.1%
DLN Wisdomtree US Largecap Divid	0.09%	3,383	$263K	Reduce -6.5%
TSCO Tractor Supply Company	0.09%	4,908	$260K	Reduce -14.5%
MDU Mdu Resources Group Inc.	0.08%	14,175	$255K	No change
XLF SS Financial Select Sector	0.08%	5,244	$253K	No change
VIG Vanguard Dividend Apprec ETF	0.08%	1,210	$237K	Reduce -29.1%
AMT American Tower Corp.	0.08%	1,281	$235K	Add +4.7%
MS Morgan Stanley	0.08%	1,853	$233K	New
SCHG Schwab US Large-Cap Growth	0.07%	7,855	$219K	Reduce -28.0%
FBND Fidelity Total Bond ETF	0.07%	4,830	$217K	Reduce -8.6%
PG The Procter & Gamble Co.	0.07%	1,284	$215K	New
ORCL Oracle Corp.	0.07%	1,276	$213K	Add +1.8%
XLI SS Industrial Select Sector	0.07%	1,612	$212K	No change
DSL Doubleline Income Solutions	0.04%	10,014	$126K	New

Portfolio Sells Q3 2024 → Q4 2024


SPMD SS SPDR P S&P 400 Midcap ETF	Reduce -80.8%	0.42%	−1.77
IJH iShares Core S&P Midcap ETF	Reduce -20.7%	3.51%	−0.96
EFA iShares MSCI Eafe ETF	Reduce -6.6%	2.94%	−0.58
SPSM SS SPDR P S&P 600 Small Cap	Reduce -57.3%	0.41%	−0.58
DON Wisdomtree US Midcap Dividen	Reduce -7.9%	4.11%	−0.42
JEPQ JPM Nasdaq Equity Premium	Sold out	0.00%	−0.37
SBUX Starbucks Corp.	Sold out	0.00%	−0.29
BIV Vanguard Intermediate-Term B	Reduce -10.2%	1.47%	−0.26
FEZ State Street SPDR Euro Stoxx	Reduce -23.1%	0.33%	−0.15
IBDU iShares Ibonds Dec 2029 Term	Reduce -9.6%	0.97%	−0.15
IBDT iShares Ibonds Dec 2028 ETF	Reduce -9.8%	0.98%	−0.15
IBDS Ishrs Ibnds Dec 27 Corp. ETF	Reduce -9.8%	0.98%	−0.14
IBDR iShares Ibonds Dec 2026 Term	Reduce -9.9%	0.98%	−0.13
IBDW iShares Ibonds Dec 2031 Corp.	Reduce -6.4%	0.98%	−0.12
IBDV iShares Ibonds Dec 2030 Corp.	Reduce -6.9%	0.97%	−0.12
PRF Invesco Rafi US 1000 ETF	Reduce -5.2%	1.37%	−0.10
VDE Vanguard Energy ETF	Sold out	0.00%	−0.09
IBDX iShares Ibonds Dec 2032 TC	Reduce -2.4%	1.03%	−0.09
IBDQ iShares Ibonds Dec 2025 Term	Reduce -7.1%	0.95%	−0.09
MA Mastercard Inc. Class A	Sold out	0.00%	−0.08
DVY iShares Select Dividend ETF	Reduce -9.7%	0.48%	−0.07
D Dominion Energy Inc.	Reduce -15.2%	0.20%	−0.05
SPAB SS SPDR P Agg Bond ETF	Reduce -1.9%	0.69%	−0.05
VZ Verizon Communications Inc.	Reduce -7.4%	0.21%	−0.05
IVV iShares Core S&P 500 ETF	Reduce -2.0%	3.99%	−0.04
CMCSA Comcast Corp. Class A	Reduce -1.9%	0.27%	−0.04
UPS United Parcel Service Class B	Reduce -4.3%	0.27%	−0.04
JPEM JPM Diversified Ret Em Equit	Reduce -2.9%	0.28%	−0.04
EES Wisdomtree US Smallcap Fund	Reduce -18.2%	0.16%	−0.03
VIG Vanguard Dividend Apprec ETF	Reduce -29.1%	0.08%	−0.03
SCHD Schwab US DVD Equity ETF	Reduce -9.9%	0.20%	−0.03
TSCO Tractor Supply Company	Reduce -14.5%	0.09%	−0.03
SCHG Schwab US Large-Cap Growth	Reduce -28.0%	0.07%	−0.02
DGRS Wisdomtree U.S. Smallcap Qua	Reduce -3.3%	0.39%	−0.02
OC Owens Corning	Reduce -0.4%	0.33%	−0.02
BRK.B Berkshire Hathaway Inc. Class B	Reduce -12.1%	0.09%	−0.02
SYK Stryker Corp.	Reduce -9.5%	0.12%	−0.01
FIS Fidelity National Info Serv	Reduce -7.3%	0.10%	−0.01
ACN Accenture PLC Class A	Reduce -0.9%	0.50%	−0.01
FBND Fidelity Total Bond ETF	Reduce -8.6%	0.07%	−0.01
VTHR Vanguard Russell 3000	Reduce -6.7%	0.14%	−0.01
DLN Wisdomtree US Largecap Divid	Reduce -6.5%	0.09%	−0.01
CLX Clorox Company	Reduce -0.4%	0.41%	−0.01
IBTX Independent Bank Group Inc.	Reduce -7.0%	0.13%	−0.00
LNG Cheniere Energy Inc.	Reduce -17.1%	0.19%	−0.00
QQQ Invesco QQQ Trust Series 1	Reduce -4.4%	0.18%	−0.00
MO Altria Group Inc.	Reduce -1.4%	0.39%	−0.00
META Meta Platforms Inc. Class A	Reduce -0.5%	0.20%	+0.00
V Visa Inc. Class A	Reduce -9.8%	0.13%	+0.00
GOOG Alphabet Inc. Class C	Reduce -5.7%	0.21%	+0.01

Portfolio Buys Q3 2024 → Q4 2024


XMHQ Invesco S&P Midcap Qual ETF	New	1.41%	+1.41
SDVY First Trust Smid Cap Rising	New	1.39%	+1.39
AIRR First Trust Rba American Ind	New	0.70%	+0.70
LRCX Lam Research Corp.	New	0.60%	+0.60
VOO Vanguard S&P 500 ETF	Add +38.2%	1.79%	+0.51
BLK BlackRock Inc.	New	0.49%	+0.49
AVGO Broadcom Inc.	Add +1.2%	1.32%	+0.34
BUFD FT VST Lad Deep Buf ETF-Usdi	Add +81.9%	0.58%	+0.26
TGT Target Corp.	Add +264.0%	0.35%	+0.24
TDVI FT Vest Technology Dividend	New	0.23%	+0.23
DDEC FT Vest U.S. Equity Deep Buf	New	0.21%	+0.21
VONG Vanguard Russell 1000 Growth	Add +159.3%	0.27%	+0.17
MDY State Street SPDR S&P Midcap	Add +17.7%	1.03%	+0.14
XLG Invesco S&P 500 Top 50 ETF	Add +1.5%	2.74%	+0.14
WSM Williams-Sonoma Inc.	Add +0.8%	0.83%	+0.13
IWB iShares Russell 1000 ETF	Add +9.3%	1.37%	+0.13
AAPL Apple Inc.	Add +1.8%	1.68%	+0.13
JPM JPMorgan Chase & Co.	Add +3.3%	0.75%	+0.10
GOOGL Alphabet Inc. Class A	Add +27.9%	0.27%	+0.08
MS Morgan Stanley	New	0.08%	+0.08
CSCO Cisco Systems Inc.	Add +3.0%	0.61%	+0.07
PG The Procter & Gamble Co.	New	0.07%	+0.07
BUFR FT Vest Lad Buffervetf-Usd I	Add +20.2%	0.39%	+0.07
VTEB Vanguard Tax-Exempt Bond ETF	Add +20.1%	0.43%	+0.06
RSP Invesco S&P 500 Equal Weight	Add +9.5%	1.01%	+0.06
BAC Bank of America Corp.	Add +1.2%	0.49%	+0.05
CMI Cummins Inc.	Add +3.0%	0.53%	+0.05
VXF Vanguard Extended Market ETF	Add +12.8%	0.33%	+0.05
DSL Doubleline Income Solutions	New	0.04%	+0.04
DEM Wisdomtree Emerging Markets	Add +31.6%	0.23%	+0.04
WMT Walmart Inc.	Add +6.3%	0.25%	+0.04
KR Kroger Co.	Add +2.8%	0.40%	+0.03
DMAY FT Vest US Equity Deep Buffe	Add +0.4%	2.13%	+0.03
ADP Automatic Data Processing	Add +0.7%	0.48%	+0.02
BSMS Invesco Bulletshares 2028 MB	Add +6.5%	0.57%	+0.02
CVX Chevron Corp.	Add +7.1%	0.55%	+0.02
AXP American Express Co.	Add +2.1%	0.20%	+0.02
INTU Intuit Inc.	Add +10.4%	0.20%	+0.02
BSMW Invesco Bulletshares 2032 MB	Add +6.9%	0.52%	+0.02
BSMP Invesco Bulletshares 2025 MB	Add +3.7%	0.53%	+0.01
COST Costco Wholesale Corp.	Add +8.5%	0.13%	+0.01
BSMR Invesco Bulletshares 2027 MB	Add +3.8%	0.56%	+0.01
PNC PNC Financial Services Group	Add +0.7%	0.32%	+0.01
BSMQ Invesco Bulletshares 2026 MB	Add +4.2%	0.53%	+0.01
FDVV Fidelity High Dividend ETF	Add +9.2%	0.17%	+0.01
SPY SS SPDR S&P 500 ETF Trust-US	Add +1.6%	0.37%	+0.01
BSMV Invesco Bulletshares 2031 MB	Add +4.5%	0.51%	+0.01
ABT Abbott Laboratories	Add +10.2%	0.10%	+0.01
BSMT Invesco Bulletshares 2029 MB	Add +3.9%	0.55%	+0.01
VBR Vngrd Mrngst SL-CP Val ETF-U	Add +4.9%	0.24%	+0.01

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	206	$601.0M	VEA, VTI, VOO, AIRR, IVV
Q1 2026	166	$499.6M	VEA, VTI, DECM, VOO, IVV
Q4 2025	171	$476.8M	VEA, VTI, VOO, DON, IVV
Q3 2025	168	$454.1M	VTI, VEA, DON, IVV, XLG
Q2 2025	171	$408.2M	VTI, VEA, DON, IVV, DFEB
Q1 2025	155	$360.2M	VTI, DON, VEA, IVV, SDY
Q4 2024	148	$306.5M	VTI, DON, IVV, VEA, IJH
Q3 2024	142	$303.2M	VTI, DON, IJH, IVV, VEA
Q2 2024	134	$248.3M	VTI, IJH, DON, IVV, EFA
Q1 2024	133	$232.7M	VTI, IJH, DON, IVV, EFA