Renasant Bank

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Renasant Bank reported 167 stock positions worth $154.3 million. Its top holding was Aptus Collared Invest Opp (ACIO) at 4.1% of the portfolio, followed by iShares S&P 500 Growth ETF (IVW, 2.8%) and Microsoft (MSFT, 2.6%). Compared with Q3 2024, it opened 14 new positions, sold out of 17, added to 65 and reduced 70. The biggest buy was Aptus Collared Invest Opp (ACIO, shares +74%) and the biggest sale JPMorgan Hedged Equity ETF (HELO, shares −47%).

Most Recent 13F
Q2 2026
Location
Tupelo, MS
CIK
0001656167
Portfolio Value
$154.3M (Q4 2024)
SEC Filing
0001656167-25-000002 ↗ filed Feb 10, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $140.5M Q1 2024 Q2 2024: $145.3M Q2 2024 Q3 2024: $152.0M Q3 2024 Q4 2024: $154.3M $154.3M Q4 2024 Q1 2025: $150.9M Q1 2025 Q2 2025: $149.8M Q2 2025 Q3 2025: $157.5M Q3 2025 Q4 2025: $147.5M Q4 2025 Q1 2026: $141.3M Q1 2026 Q2 2026: $155.6M Q2 2026

Holdings 167 stocks · $154.3M
ACIO Aptus Collared Invest Opp 4.06% 155,743 $6.3M Add +74.3%
IVW iShares S&P 500 Growth ETF 2.79% 42,425 $4.3M Reduce -5.8%
MSFT Microsoft Corp. 2.61% 9,556 $4.0M Add +3.9%
HELO JPMorgan Hedged Equity ETF 2.51% 62,417 $3.9M Reduce -46.8%
IVE iShares S&P 500 Value ETF 2.37% 19,144 $3.7M Add +0.5%
IDUB Aptus Intl Enhan YLD ETF 2.18% 167,467 $3.4M Add +92.1%
AAPL Apple Inc. 2.09% 12,868 $3.2M Reduce -5.5%
VTI VG Morningstar TS MKT ETF-US 2.06% 10,993 $3.2M No change
OSCV Opus Small Cap Value ETF 2.03% 84,766 $3.1M Add +76.8%
RSP Invesco S&P 500 Equal Weight 1.99% 17,516 $3.1M Add +25.7%
UNH Unitedhealth Group Inc. 1.82% 5,549 $2.8M Reduce -5.5%
VEA Vanguard Ftse Developed ETF 1.81% 58,490 $2.8M Add +202.8%
DRSK Aptus Defined Risk ETF 1.80% 101,017 $2.8M Add +57.6%
IWV iShares Russell 3000 ETF 1.59% 7,326 $2.4M No change
ADME Aptus Drwdwn MGD Eqty ETF 1.32% 43,571 $2.0M Add +79.6%
MBB iShares MBS ETF 1.29% 21,645 $2.0M Reduce -11.9%
CRM Salesforce Inc. 1.26% 5,812 $1.9M Reduce -13.1%
AMZN Amazon.com Inc. 1.18% 8,319 $1.8M Add +0.9%
IGIB iShares 5-10Y Inv Grade Corp. 1.12% 33,625 $1.7M Reduce -26.2%
SPYM Ste STR SPDR PT S&P 500 ETF 1.12% 25,032 $1.7M Add +140.3%
IWF iShares Russell 1000 Growth 1.09% 4,177 $1.7M No change
WMT Walmart Inc. 1.09% 18,532 $1.7M Reduce -1.3%
AVGO Broadcom Inc. 1.07% 7,153 $1.7M Reduce -6.2%
IEFA iShares Core MSCI Eafe ETF 1.04% 22,776 $1.6M Reduce -33.8%
IWP iShares Russell Mid-Cap Grow 1.03% 12,498 $1.6M Add +3.5%
GOOGL Alphabet Inc. Class A 1.03% 8,364 $1.6M Reduce -8.6%
IVV iShares Core S&P 500 ETF 0.99% 2,608 $1.5M Reduce -34.0%
IJJ iShares S&P Mid-Cap 400 Valu 0.99% 12,239 $1.5M Reduce -4.0%
IJK iShares S&P Mid-Cap 400 Grow 0.99% 16,811 $1.5M Reduce -6.7%
DFAT Dimensional US Target Value 0.94% 26,169 $1.5M No change
VWO Vanguard Ftse Emerging Marke 0.94% 32,778 $1.4M Add +195.6%
USMV iShares MSCI USA Min Vol Fac 0.93% 16,103 $1.4M Reduce -6.1%
IWS iShares Russell Mid-Cap Valu 0.91% 10,835 $1.4M Add +0.5%
ABBV Abbvie Inc. 0.84% 7,328 $1.3M Add +3.0%
JPM JPMorgan Chase & Co. 0.83% 5,347 $1.3M Reduce -1.9%
IWO iShares Russell 2000 Growth 0.83% 4,425 $1.3M Add +7.3%
HD Home Depot Inc. 0.79% 3,144 $1.2M Add +113.6%
ETN Eaton Corp. PLC 0.79% 3,676 $1.2M Add +2.1%
NVDA Nvidia Corp. 0.79% 9,060 $1.2M Add +17.9%
IJS iShares S&P Small-Cap 600 Va 0.76% 10,795 $1.2M Reduce -3.1%
IWN iShares Russell 2000 Value E 0.76% 7,141 $1.2M No change
IWD iShares Russell 1000 Value E 0.76% 6,322 $1.2M Add +44.2%
IJT iShares S&P Small-Cap 600 GR 0.76% 8,620 $1.2M Reduce -6.5%
XOM Exxon Mobil Corp. 0.72% 10,369 $1.1M Add +5.0%
MUB iShares National Muni Bond E 0.71% 10,298 $1.1M No change
NZF Nuveen Municipal Credit Inc. 0.71% 89,819 $1.1M Reduce -2.2%
MA Mastercard Inc. Class A 0.70% 2,061 $1.1M Add +9.3%
V Visa Inc. Class A 0.69% 3,369 $1.1M Reduce -7.5%
LLY Eli Lilly & Co. 0.68% 1,351 $1.0M Reduce -3.2%
GVI iShares Intermediate Governm 0.68% 10,000 $1.0M No change
DUBS Aptus LRG Cap Enh YLD ETF 0.65% 31,130 $1.0M Reduce -25.6%
DFAC Dimensional US Core Equity 2 0.65% 28,800 $996K No change
NEE Nextera Energy Inc. 0.64% 13,751 $986K Add +14.8%
TMUS T-Mobile US Inc. 0.63% 4,431 $978K Reduce -11.2%
COST Costco Wholesale Corp. 0.62% 1,047 $959K Add +28.5%
FISV Fiserv Inc. 0.62% 4,664 $958K Add +18.1%
SBUX Starbucks Corp. 0.60% 10,152 $926K Add +17.8%
META Meta Platforms Inc. Class A 0.58% 1,536 $899K Reduce -2.1%
TT Trane Technologies PLC 0.57% 2,392 $883K Add +46.8%
TIP iShares Tips Bond ETF 0.57% 8,194 $873K Reduce -2.9%
GOOG Alphabet Inc. Class C 0.57% 4,581 $872K Reduce -2.1%
APO Apollo Global Management Inc. 0.56% 5,259 $869K Reduce -19.9%
TMO Thermo Fisher Scientific Inc. 0.56% 1,659 $863K Add +3.8%
DFUV Dimensional US Marketwide Va 0.56% 21,053 $861K No change
JUCY Aptus Enhanced Yield ETF 0.56% 37,740 $859K Add +150.2%
GD General Dynamics Corp. 0.56% 3,258 $858K Add +46.8%
LMT Lockheed Martin Corp. 0.56% 1,763 $857K Add +12.3%
WSM Williams-Sonoma Inc. 0.54% 4,503 $834K Add +0.3%
LIN Linde PLC 0.53% 1,952 $817K Add +49.7%
SCHG Schwab US Large-Cap Growth 0.53% 29,140 $812K Reduce -54.9%
IEMG iShares Core MSCI Emerging 0.51% 15,213 $794K Reduce -35.0%
ARES Ares Management Corp. Class A 0.49% 4,313 $764K Add +37.3%
DELL Dell Technologies -C 0.48% 6,436 $742K Add +15.0%
PWR Quanta Services Inc. 0.47% 2,319 $733K Add +17.7%
FWONK Liberty Media Corp. Class C 0.45% 7,559 $700K Reduce -6.8%
NOW ServiceNow Inc. 0.44% 643 $682K Reduce -14.3%
AMP Ameriprise Financial Inc. 0.42% 1,211 $645K Add +12.9%
SHY iShares 1-3 Year Treasury Bo 0.40% 7,588 $622K Reduce -19.9%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.40% 13,627 $616K Reduce -24.4%
ST. DENIS J VILLERE & CO. 0.39% 1 $602K No change
RNST Renasant Corp. 0.38% 16,487 $589K No change
ST. DENIS J VILLERE & CO . 0.38% 1 $581K No change
IJR iShares Core S&P Small-Cap E 0.38% 5,040 $581K Reduce -48.2%
SBAC SBA Communications Corp. 0.37% 2,829 $577K New
CSCO Cisco Systems Inc. 0.37% 9,663 $572K Add +11.6%
JNJ Johnson & Johnson 0.37% 3,943 $570K Add +12.4%
CPRT Copart Inc. 0.37% 9,892 $568K Add +26.4%
PANW Palo Alto Networks Inc. 0.36% 3,034 $552K New
TXN Texas Instruments Inc. 0.34% 2,827 $530K Add +3.1%
ISRG Intuitive Surgical Inc. 0.33% 986 $515K Add +58.5%
LNG Cheniere Energy Inc. 0.31% 2,223 $478K Reduce -38.0%
RSG Republic Services Inc. 0.30% 2,336 $470K Reduce -44.3%
TTE Totalenergies SE -Spon ADR 0.30% 8,557 $466K Add +0.1%
DECK Deckers Outdoor Corp. 0.30% 2,290 $465K Reduce -21.0%
TSM Taiwan Semiconductor-SP ADR 0.30% 2,346 $463K Reduce -0.6%
MRK Merck & Co. Inc. 0.29% 4,513 $449K Reduce -7.8%
NVO Novo-Nordisk A/S-Spons ADR 0.29% 5,175 $445K Reduce -5.9%
PH Parker Hannifin Corp. 0.29% 693 $441K Reduce -3.8%
KO The Coca-Cola Co. 0.28% 7,034 $438K Reduce -24.6%
PEP Pepsico Inc. 0.28% 2,874 $437K Reduce -18.9%
PGR Progressive Corp. 0.28% 1,810 $434K Add +36.9%
GUNR NT Mstar GLBL NR ETF 0.28% 11,851 $431K No change
ACN Accenture PLC Class A 0.28% 1,207 $425K Add +7.7%
CHE Chemed Corp. 0.27% 797 $422K Add +45.4%
AGZ iShares Agency Bond ETF 0.27% 3,866 $417K Reduce -53.0%
AMT American Tower Corp. 0.27% 2,270 $416K Add +59.4%
PHM Pultegroup Inc. 0.27% 3,819 $416K Reduce -2.6%
HLT Hilton Worldwide Holdings Inc. 0.27% 1,668 $412K Reduce -53.9%
PLD Prologis Inc. 0.26% 3,809 $403K Reduce -50.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.26% 685 $401K New
EOG EOG Resources Inc. 0.25% 3,142 $385K Reduce -2.8%
DFAX Dimensional World Ex US Core 0.25% 15,353 $382K Add +8.5%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.24% 3,495 $373K Reduce -58.3%
T AT&T Inc. 0.24% 16,159 $368K Add +10.7%
BX Blackstone Inc. 0.23% 2,090 $360K Reduce -5.3%
ADBE Adobe Inc. 0.23% 797 $354K Reduce -19.6%
BR Broadridge Financial Solutio 0.23% 1,557 $352K Add +56.0%
NOC Northrop Grumman Corp. 0.22% 729 $342K Add +6.6%
LOW Lowe's Cos Inc. 0.22% 1,383 $341K Add +76.4%
BWA Borgwarner Inc. 0.22% 10,589 $337K Reduce -21.1%
IT Gartner Inc. 0.22% 687 $333K Add +1.3%
AMGN Amgen Inc. 0.21% 1,260 $328K Reduce -0.4%
ROP Roper Technologies Inc. 0.21% 609 $317K Add +67.8%
SUB iShares Short-Term National 0.19% 2,805 $296K Reduce -17.6%
BLK BlackRock Inc. 0.19% 288 $295K Add +11.6%
SYK Stryker Corp. 0.19% 808 $291K Reduce -7.9%
PG The Procter & Gamble Co. 0.19% 1,728 $290K Reduce -1.1%
MTZ Mastec Inc. 0.19% 2,120 $289K Reduce -4.8%
CTAS Cintas Corp. 0.19% 1,564 $286K Reduce -9.3%
CVX Chevron Corp. 0.18% 1,969 $285K Add +3.1%
BMY Bristol-Myers Squibb Co. 0.18% 4,900 $277K Add +1.5%
FANG Diamondback Energy Inc. 0.18% 1,688 $277K New
AFL Aflac Inc. 0.17% 2,593 $268K Add +24.9%
CB Chubb Ltd. 0.17% 970 $268K Add +11.5%
RF Regions Financial Corp. 0.17% 11,380 $268K No change
SGOV iShares 0-3 Month Treasury B 0.17% 2,624 $263K No change
DVY iShares Select Dividend ETF 0.17% 1,985 $261K No change
SFM Sprouts Farmers Market Inc. 0.17% 2,047 $260K New
IWM iShares Russell 2000 ETF 0.16% 1,144 $253K Reduce -3.6%
MDT Medtronic PLC 0.16% 3,149 $252K Reduce -14.2%
EXP Eagle Materials Inc. 0.16% 1,017 $251K Reduce -4.0%
GRMN Garmin Ltd. 0.16% 1,215 $251K Reduce -35.0%
DFIV Dimensional International Va 0.16% 6,941 $246K No change
HON Honeywell International Inc. 0.16% 1,083 $245K Reduce -2.0%
BKNG Booking Holdings Inc. 0.16% 49 $243K Reduce -9.3%
SPGI S&P Global Inc. 0.15% 475 $237K Add +3.5%
PM Philip Morris International 0.15% 1,931 $232K Reduce -18.0%
TGT Target Corp. 0.15% 1,719 $232K New
AXP American Express Co. 0.15% 780 $231K New
IWR iShares Russell Mid-Cap ETF 0.15% 2,612 $231K New
IEI iShares 3-7 Year Treasury Bo 0.15% 1,945 $225K Reduce -50.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.15% 5,095 $224K No change
OKE Oneok Inc. 0.14% 2,220 $223K Reduce -2.6%
IXUS iShares Core Intl Stock ETF 0.14% 3,342 $221K New
GDDY GoDaddy Inc. Class A 0.14% 1,118 $221K New
INTU Intuit Inc. 0.14% 349 $219K Add +6.7%
PCAR Paccar Inc. 0.14% 2,083 $217K Reduce -14.6%
AMAT Applied Materials Inc. 0.14% 1,324 $215K Add +0.5%
MLI Mueller Industries Inc. 0.14% 2,708 $215K Reduce -3.3%
PKG Packaging Corp. of America 0.14% 953 $215K Add +0.5%
ABT Abbott Laboratories 0.14% 1,873 $212K New
ANET Arista Networks Inc. 0.14% 1,904 $210K New
CAT Caterpillar Inc. 0.13% 569 $206K Add +0.2%
IGSB iShares 1-5Y Inv Grade Corp. 0.13% 3,938 $204K New
IEF iShares 7-10 Year Treasury B 0.13% 2,198 $203K Reduce -39.4%
AMCR Amcor PLC 0.09% 14,004 $132K New
ABEV Ambev SA-ADR 0.02% 18,576 $34K Add +14.7%

Portfolio Sells Q3 2024 → Q4 2024
HELO JPMorgan Hedged Equity ETF Reduce -46.8% 2.51% −2.21
IEFA iShares Core MSCI Eafe ETF Reduce -33.8% 1.04% −0.73
SCHG Schwab US Large-Cap Growth Reduce -54.9% 0.53% −0.58
ILTB iShares Core 10+ Year Usd Bo Sold out 0.00% −0.51
IVV iShares Core S&P 500 ETF Reduce -34.0% 0.99% −0.50
IGIB iShares 5-10Y Inv Grade Corp. Reduce -26.2% 1.12% −0.49
UNH Unitedhealth Group Inc. Reduce -5.5% 1.82% −0.44
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -58.3% 0.24% −0.38
PLD Prologis Inc. Reduce -50.6% 0.26% −0.38
IJR iShares Core S&P Small-Cap E Reduce -48.2% 0.38% −0.37
IEMG iShares Core MSCI Emerging Reduce -35.0% 0.51% −0.37
AGZ iShares Agency Bond ETF Reduce -53.0% 0.27% −0.33
HLT Hilton Worldwide Holdings Inc. Reduce -53.9% 0.27% −0.28
MBB iShares MBS ETF Reduce -11.9% 1.29% −0.26
RSG Republic Services Inc. Reduce -44.3% 0.30% −0.25
RTX RTX Corp. Sold out 0.00% −0.22
TLT iShares 20+ Year Treasury BD Sold out 0.00% −0.22
DUBS Aptus LRG Cap Enh YLD ETF Reduce -25.6% 0.65% −0.22
CE Celanese Corp. Sold out 0.00% −0.21
BHP BHP Group Ltd.-Spon ADR Sold out 0.00% −0.21
VZ Verizon Communications Inc. Sold out 0.00% −0.17
DOW Dow Inc. Sold out 0.00% −0.17
ENB Enbridge Inc. Sold out 0.00% −0.16
HUM Humana Inc. Sold out 0.00% −0.16
IEI iShares 3-7 Year Treasury Bo Reduce -50.2% 0.15% −0.16
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -24.4% 0.40% −0.16
AVB Avalonbay Communities Inc. Sold out 0.00% −0.16
KO The Coca-Cola Co. Reduce -24.6% 0.28% −0.16
ULTA Ulta Beauty Inc. Sold out 0.00% −0.15
SHW The Sherwin-Williams Co. Sold out 0.00% −0.15
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.15
NVO Novo-Nordisk A/S-Spons ADR Reduce -5.9% 0.29% −0.14
ANSS Ansys Inc. Sold out 0.00% −0.14
GSK GSK PLC-Spon ADR Sold out 0.00% −0.14
MS Morgan Stanley Sold out 0.00% −0.14
LLY Eli Lilly & Co. Reduce -3.2% 0.68% −0.14
DUK Duke Energy Corp. Sold out 0.00% −0.13
LNG Cheniere Energy Inc. Reduce -38.0% 0.31% −0.12
SHY iShares 1-3 Year Treasury Bo Reduce -19.9% 0.40% −0.11
PEP Pepsico Inc. Reduce -18.9% 0.28% −0.11
ADBE Adobe Inc. Reduce -19.6% 0.23% −0.11
USMV iShares MSCI USA Min Vol Fac Reduce -6.1% 0.93% −0.10
IEF iShares 7-10 Year Treasury B Reduce -39.4% 0.13% −0.10
BWA Borgwarner Inc. Reduce -21.1% 0.22% −0.10
PHM Pultegroup Inc. Reduce -2.6% 0.27% −0.10
IJK iShares S&P Mid-Cap 400 Grow Reduce -6.7% 0.99% −0.10
IJT iShares S&P Small-Cap 600 GR Reduce -6.5% 0.76% −0.09
NZF Nuveen Municipal Credit Inc. Reduce -2.2% 0.71% −0.08
MRK Merck & Co. Inc. Reduce -7.8% 0.29% −0.07
AMGN Amgen Inc. Reduce -0.4% 0.21% −0.06

Portfolio Buys Q3 2024 → Q4 2024
ACIO Aptus Collared Invest Opp Add +74.3% 4.06% +1.73
VEA Vanguard Ftse Developed ETF Add +202.8% 1.81% +1.14
IDUB Aptus Intl Enhan YLD ETF Add +92.1% 2.18% +0.93
OSCV Opus Small Cap Value ETF Add +76.8% 2.03% +0.85
SPYM Ste STR SPDR PT S&P 500 ETF Add +140.3% 1.12% +0.66
DRSK Aptus Defined Risk ETF Add +57.6% 1.80% +0.60
VWO Vanguard Ftse Emerging Marke Add +195.6% 0.94% +0.59
ADME Aptus Drwdwn MGD Eqty ETF Add +79.6% 1.32% +0.58
HD Home Depot Inc. Add +113.6% 0.79% +0.40
SBAC SBA Communications Corp. New 0.37% +0.37
PANW Palo Alto Networks Inc. New 0.36% +0.36
RSP Invesco S&P 500 Equal Weight Add +25.7% 1.99% +0.35
JUCY Aptus Enhanced Yield ETF Add +150.2% 0.56% +0.33
SPY SS SPDR S&P 500 ETF Trust-US New 0.26% +0.26
IWD iShares Russell 1000 Value E Add +44.2% 0.76% +0.21
FANG Diamondback Energy Inc. New 0.18% +0.18
NVDA Nvidia Corp. Add +17.9% 0.79% +0.17
ARES Ares Management Corp. Class A Add +37.3% 0.49% +0.17
AMZN Amazon.com Inc. Add +0.9% 1.18% +0.17
SFM Sprouts Farmers Market Inc. New 0.17% +0.17
TT Trane Technologies PLC Add +46.8% 0.57% +0.16
FISV Fiserv Inc. Add +18.1% 0.62% +0.15
TGT Target Corp. New 0.15% +0.15
AXP American Express Co. New 0.15% +0.15
IWR iShares Russell Mid-Cap ETF New 0.15% +0.15
COST Costco Wholesale Corp. Add +28.5% 0.62% +0.15
IXUS iShares Core Intl Stock ETF New 0.14% +0.14
GDDY GoDaddy Inc. Class A New 0.14% +0.14
ABT Abbott Laboratories New 0.14% +0.14
ANET Arista Networks Inc. New 0.14% +0.14
ISRG Intuitive Surgical Inc. Add +58.5% 0.33% +0.13
IGSB iShares 1-5Y Inv Grade Corp. New 0.13% +0.13
LIN Linde PLC Add +49.7% 0.53% +0.12
GD General Dynamics Corp. Add +46.8% 0.56% +0.12
CPRT Copart Inc. Add +26.4% 0.37% +0.10
IWP iShares Russell Mid-Cap Grow Add +3.5% 1.03% +0.09
MA Mastercard Inc. Class A Add +9.3% 0.70% +0.09
PWR Quanta Services Inc. Add +17.7% 0.47% +0.09
BR Broadridge Financial Solutio Add +56.0% 0.23% +0.09
AMP Ameriprise Financial Inc. Add +12.9% 0.42% +0.09
AMCR Amcor PLC New 0.09% +0.09
WSM Williams-Sonoma Inc. Add +0.3% 0.54% +0.08
LOW Lowe's Cos Inc. Add +76.4% 0.22% +0.08
ROP Roper Technologies Inc. Add +67.8% 0.21% +0.07
CSCO Cisco Systems Inc. Add +11.6% 0.37% +0.07
PGR Progressive Corp. Add +36.9% 0.28% +0.06
CHE Chemed Corp. Add +45.4% 0.27% +0.06
IWO iShares Russell 2000 Growth Add +7.3% 0.83% +0.06
AMT American Tower Corp. Add +59.4% 0.27% +0.05
SBUX Starbucks Corp. Add +17.8% 0.60% +0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 141$155.6MACIO, IEFA, IDUB, VEA, HELO
Q1 2026 137$141.3MACIO, IEFA, IDUB, VEA, IUSB
Q4 2025 143$147.5MACIO, IDUB, VEA, HELO, MSFT
Q3 2025 147$157.5MACIO, IDUB, VEA, MSFT, OSCV
Q2 2025 148$149.8MACIO, IDUB, MSFT, VEA, HELO
Q1 2025 156$150.9MACIO, IDUB, VEA, OSCV, HELO
Q4 2024 167$154.3MACIO, IVW, MSFT, HELO, IVE
Q3 2024 170$152.0MHELO, IVW, MSFT, IVE, ACIO
Q2 2024 160$145.3MRSP, IVW, MSFT, HELO, IVE
Q1 2024 188$140.5MMSFT, VTI, IVW, IVE, UNH