Riverview Trust Co

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Riverview Trust Co reported 222 stock positions worth $79.9 million. Its top holding was Fidelity System Muni BND ETF (FMUN) at 23.6% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 16.2%) and Vngrd Mrgstr LRG-Cap ETF-Usd (VV, 6.3%). Compared with Q1 2025, it opened 9 new positions, sold out of 379, added to 3 and reduced 132. The biggest buy was a new position in Fidelity System Muni BND ETF (FMUN) and the biggest sale Apple (AAPL, shares −84%).

Most Recent 13F
Q2 2026
Location
VANCOUVER, WA
CIK
0001593600
Portfolio Value
$79.9M (Q2 2025)
SEC Filing
0001593600-25-000003 ↗ filed Jul 21, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $129.3M Q1 2024 Q2 2024: $105.1M Q2 2024 Q3 2024: $113.6M Q3 2024 Q4 2024: $109.6M Q4 2024 Q1 2025: $100.9M Q1 2025 Q2 2025: $79.9M $79.9M Q2 2025 Q3 2025: $82.3M Q3 2025 Q4 2025: $82.6M Q4 2025 Q1 2026: $81.2M Q1 2026 Q2 2026: $83.9M Q2 2026

Holdings 222 stocks · $79.9M
FMUN Fidelity System Muni BND ETF 23.57% 387,421 $18.8M New
IEFA iShares Core MSCI Eafe ETF 16.17% 154,809 $12.9M Reduce -0.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 6.30% 17,649 $5.0M No change
VEA Vanguard Ftse Developed ETF 3.45% 48,354 $2.8M No change
AGG iShares Core U.S. Aggregate 3.20% 25,819 $2.6M No change
MSFT Microsoft Corp. 2.91% 4,677 $2.3M Reduce -54.3%
VOO Vanguard S&P 500 ETF 1.95% 2,740 $1.6M No change
VTI VG Morningstar TS MKT ETF-US 1.80% 4,743 $1.4M No change
KLAC KLA Corp. 1.67% 1,490 $1.3M Reduce -12.2%
AVGO Broadcom Inc. 1.51% 4,370 $1.2M Reduce -44.6%
JPM JPMorgan Chase & Co. 1.43% 3,936 $1.1M Reduce -49.9%
DE Deere & Co. 1.27% 1,997 $1.0M Reduce -15.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.26% 3,592 $1.0M No change
VB Vanguard Most SM-Cap ETF-Usd 1.21% 4,097 $971K No change
COST Costco Wholesale Corp. 0.99% 798 $790K Reduce -20.0%
VTEB Vanguard Tax-Exempt Bond ETF 0.95% 15,525 $761K No change
AAPL Apple Inc. 0.94% 3,662 $751K Reduce -84.4%
BRK.A Berkshire Hathaway Inc. Class A 0.91% 1 $729K No change
LOW Lowe's Cos Inc. 0.83% 3,005 $667K Reduce -20.8%
BLK BlackRock Inc. 0.78% 597 $626K Reduce -8.3%
ABBV Abbvie Inc. 0.74% 3,193 $593K Reduce -48.5%
STX Seagate Technology Holdings 0.69% 3,829 $553K No change
ITW Illinois Tool Works 0.65% 2,115 $523K Reduce -20.5%
IDEV iShares Core MSCI Dev MKTS 0.62% 6,543 $498K No change
PAYX Paychex Inc. 0.60% 3,279 $477K Reduce -3.8%
IVV iShares Core S&P 500 ETF 0.59% 765 $475K Reduce -2.5%
COF Capital One Financial Corp. 0.59% 2,230 $474K Reduce -12.1%
PEG Public Service Enterprise GP 0.58% 5,515 $464K No change
ABT Abbott Laboratories 0.55% 3,251 $442K Reduce -64.3%
JNJ Johnson & Johnson 0.55% 2,894 $442K Reduce -42.8%
PG The Procter & Gamble Co. 0.54% 2,719 $433K Reduce -21.9%
META Meta Platforms Inc. Class A 0.54% 584 $431K Reduce -77.9%
VXUS Vanguard Total Intl Stock 0.54% 6,215 $429K No change
VFMO Vanguard US Momentum Factor 0.53% 2,456 $424K No change
MCD McDonald's Corp. 0.44% 1,206 $352K Reduce -29.8%
CSCO Cisco Systems Inc. 0.44% 5,041 $350K Reduce -45.3%
RY Royal Bank of Canada 0.43% 2,614 $344K Reduce -1.5%
PEP Pepsico Inc. 0.40% 2,418 $319K Reduce -5.9%
NVDA Nvidia Corp. 0.38% 1,940 $307K Reduce -88.8%
AMZN Amazon.com Inc. 0.38% 1,392 $305K Reduce -83.8%
LMT Lockheed Martin Corp. 0.38% 653 $302K Reduce -26.8%
IWR iShares Russell Mid-Cap ETF 0.37% 3,180 $292K No change
QCOM Qualcomm Inc. 0.34% 1,702 $271K Reduce -25.6%
BRK.B Berkshire Hathaway Inc. Class B 0.34% 554 $269K Reduce -67.1%
ORCL Oracle Corp. 0.30% 1,082 $237K Reduce -21.0%
T AT&T Inc. 0.29% 8,146 $236K Reduce -35.0%
UL Unilever PLC 0.29% 3,849 $235K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.29% 790 $233K Reduce -56.1%
GOOG Alphabet Inc. Class C 0.28% 1,256 $223K Reduce -83.8%
USB US Bancorp 0.27% 4,836 $219K Reduce -15.2%
CVX Chevron Corp. 0.27% 1,519 $218K Reduce -16.2%
COP Conocophillips 0.27% 2,405 $216K Reduce -38.4%
SYY Sysco Corp. 0.24% 2,543 $193K Add +169.7%
DLR Digital Realty Trust Inc. 0.24% 1,096 $191K Reduce -34.2%
IEMG iShares Core MSCI Emerging 0.24% 3,165 $190K No change
GS Goldman Sachs Group Inc. 0.24% 268 $190K Reduce -59.1%
SHEL Shell PLC-ADR 0.23% 2,629 $185K No change
MRK Merck & Co. Inc. 0.22% 2,225 $176K Reduce -79.1%
GVA Granite Construction Inc. 0.22% 1,879 $176K No change
CAH Cardinal Health Inc. 0.22% 1,037 $174K Add +16.9%
BDX Becton Dickinson and Co. 0.22% 1,004 $173K Reduce -13.8%
GE General Electric filed as GE AEROSPACE 0.21% 664 $171K Reduce -30.5%
MMM 3M Co. 0.21% 1,113 $169K Reduce -31.9%
WMB Williams Cos Inc. 0.20% 2,582 $162K Reduce -13.7%
RTX RTX Corp. 0.20% 1,097 $160K Reduce -47.4%
AMGN Amgen Inc. 0.20% 572 $160K Reduce -43.1%
DVY iShares Select Dividend ETF 0.20% 1,196 $159K No change
GOOGL Alphabet Inc. Class A 0.20% 900 $159K Reduce -86.3%
BMY Bristol-Myers Squibb Co. 0.19% 3,338 $155K Reduce -13.0%
FMX Fomento Economico Mex-SP ADR 0.18% 1,434 $148K No change
AMP Ameriprise Financial Inc. 0.18% 276 $147K Reduce -29.2%
ACGL Arch Capital Group Ltd. 0.18% 1,597 $145K Reduce -14.4%
INTC Intel Corp. 0.18% 6,256 $140K Reduce -69.8%
DTE DTE Energy Company 0.17% 1,053 $139K No change
EQT Eqt Corp. 0.17% 2,391 $139K Reduce -13.5%
SCHW Schwab (charles) Corp. 0.17% 1,524 $139K Reduce -40.4%
HON Honeywell International Inc. 0.17% 590 $137K Reduce -22.8%
XEL Xcel Energy Inc. 0.17% 1,988 $135K Reduce -14.8%
ALL Allstate Corp. 0.16% 650 $131K Reduce -19.1%
NAC Nuveen Ca QLTY Muni Inc. 0.15% 10,612 $119K No change
TFC Truist Financial Corp. 0.15% 2,712 $117K No change
NEE Nextera Energy Inc. 0.13% 1,554 $108K Reduce -40.1%
TTE Totalenergies SE -Spon ADR 0.13% 1,750 $107K No change
VZ Verizon Communications Inc. 0.13% 2,367 $102K Reduce -52.0%
RIO Rio Tinto PLC-Spon ADR 0.13% 1,728 $101K No change
PFE Pfizer Inc. 0.12% 4,119 $100K Reduce -74.9%
EA Electronic Arts Inc. 0.12% 624 $100K No change
SPSB SS SPDR P St C Corp. ETF 0.12% 3,280 $99K New
CTRA Coterra Energy Inc. 0.12% 3,901 $99K Reduce -14.1%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.12% 1,200 $98K New
PNC PNC Financial Services Group 0.12% 516 $96K Reduce -49.3%
SU Suncor Energy Inc. 0.12% 2,539 $95K No change
MSI Motorola Solutions Inc. 0.12% 226 $95K Reduce -49.2%
CMCSA Comcast Corp. Class A 0.12% 2,590 $92K Reduce -62.9%
HPQ HP Inc. 0.11% 3,715 $91K Reduce -17.5%
PSX Phillips 66 0.11% 761 $91K Reduce -32.0%
GEV GE Vernova Inc. 0.11% 166 $88K Reduce -30.3%
MRSH Marsh & McLennan Cos 0.11% 400 $87K Reduce -64.0%
LHX L3HARRIS Technologies Inc. 0.11% 340 $85K Reduce -34.2%
STT State Street Corp. 0.11% 793 $84K Reduce -33.8%
DRI Darden Restaurants Inc. 0.10% 380 $83K Reduce -22.8%
NFLX Netflix Inc. 0.10% 60 $80K Reduce -83.0%
BWXT BWX Technologies Inc. 0.10% 550 $79K No change
LRCX Lam Research Corp. 0.10% 800 $78K Reduce -26.6%
WMT Walmart Inc. 0.10% 786 $77K Reduce -83.4%
ABEV Ambev SA-ADR 0.10% 31,548 $76K No change
FDX FedEx Corp. 0.09% 329 $75K Reduce -60.5%
AFL Aflac Inc. 0.09% 696 $73K Reduce -40.4%
IWS iShares Russell Mid-Cap Valu 0.09% 520 $69K No change
SBUX Starbucks Corp. 0.08% 716 $66K Reduce -71.4%
CMI Cummins Inc. 0.08% 200 $66K Reduce -24.8%
GD General Dynamics Corp. 0.08% 217 $63K No change
WELL Welltower Inc. 0.08% 400 $61K Reduce -73.2%
CSX CSX Corp. 0.08% 1,875 $61K Reduce -19.5%
GLD SPDR Gold Shares 0.08% 200 $61K New
V Visa Inc. Class A 0.07% 167 $59K Reduce -90.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 469 $58K Reduce -64.6%
IWM iShares Russell 2000 ETF 0.07% 269 $58K No change
TEL Te Connectivity PLC 0.07% 335 $57K No change
ROP Roper Technologies Inc. 0.07% 99 $56K No change
GLW Corning Inc. 0.07% 1,061 $56K No change
KMB Kimberly-Clark Corp. 0.07% 431 $56K Reduce -19.7%
VLO Valero Energy Corp. 0.07% 409 $55K Reduce -40.8%
AXP American Express Co. 0.07% 169 $54K No change
GPN Global Payments Inc. 0.07% 650 $52K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.06% 80 $49K No change
LUV Southwest Airlines Co. 0.06% 1,390 $45K No change
JCI Johnson Controls Internation 0.05% 413 $44K Reduce -72.9%
CACI Caci International Inc. Class A 0.05% 90 $43K No change
DOX Amdocs Ltd. 0.05% 460 $42K No change
IDA Idacorp Inc. 0.05% 361 $42K New
EBAY eBay Inc. 0.05% 559 $42K Reduce -38.2%
KMI Kinder Morgan Inc. 0.05% 1,380 $41K Reduce -57.3%
EW Edwards Lifesciences Corp. 0.05% 516 $40K Add +44.5%
CTSH Cognizant Tech Solutions-A 0.05% 500 $39K Reduce -48.2%
UNH Unitedhealth Group Inc. 0.05% 125 $39K Reduce -85.7%
C Citigroup Inc. 0.05% 435 $37K Reduce -64.7%
MAS Masco Corp. 0.04% 544 $35K No change
ANET Arista Networks Inc. 0.04% 332 $34K Reduce -62.3%
MTCH Match Group Inc. 0.04% 1,089 $34K Reduce -30.1%
TMUS T-Mobile US Inc. 0.04% 140 $33K Reduce -82.8%
ETN Eaton Corp. PLC 0.04% 92 $33K Reduce -84.8%
IJR iShares Core S&P Small-Cap E 0.04% 297 $32K No change
CTVA Corteva Inc. 0.04% 409 $30K Reduce -85.2%
GIL Gildan Activewear Inc. 0.04% 610 $30K No change
VXF Vanguard Extended Market ETF 0.04% 152 $29K No change
WY Weyerhaeuser Co. 0.04% 1,135 $29K No change
PGR Progressive Corp. 0.04% 109 $29K Reduce -84.3%
FTNT Fortinet Inc. 0.04% 275 $29K No change
CLX Clorox Company 0.04% 241 $29K Reduce -13.3%
CVS CVS Health Corp. 0.04% 418 $29K Reduce -56.3%
MA Mastercard Inc. Class A 0.04% 50 $28K Reduce -93.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.04% 64 $28K No change
CBOE Cboe Global Markets Inc. 0.04% 120 $28K Reduce -49.4%
EFG iShares MSCI Eafe Growth ETF 0.03% 248 $28K No change
HD Home Depot Inc. 0.03% 75 $27K Reduce -91.3%
LH Labcorp Holdings Inc. 0.03% 104 $27K Reduce -37.4%
EOG EOG Resources Inc. 0.03% 228 $27K Reduce -14.3%
FAST Fastenal Co. 0.03% 584 $25K No change
VRTX Vertex Pharmaceuticals Inc. 0.03% 55 $24K Reduce -77.9%
EUSA iShares MSCI USA Equal Weigh 0.03% 238 $24K No change
KO The Coca-Cola Co. 0.03% 330 $23K Reduce -85.4%
CRM Salesforce Inc. 0.03% 85 $23K Reduce -88.7%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.03% 52 $23K No change
OTIS Otis Worldwide Corp. 0.03% 230 $23K No change
AGNC AGNC Investment Corp. 0.03% 2,425 $22K No change
MU Micron Technology Inc. 0.03% 170 $21K Reduce -75.4%
IWP iShares Russell Mid-Cap Grow 0.03% 150 $21K No change
UNP Union Pacific Corp. 0.03% 90 $21K Reduce -62.7%
CPT Camden Property Trust 0.02% 175 $20K No change
MDT Medtronic PLC 0.02% 220 $19K Reduce -65.1%
BTI British American Tob-SP ADR 0.02% 400 $19K No change
PPLI People Inc. filed as IAC INC 0.02% 505 $19K No change
BAX Baxter International Inc. 0.02% 620 $19K Reduce -33.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.02% 105 $19K Reduce -50.0%
CI The Cigna Group 0.02% 55 $18K Reduce -82.8%
AZN Astrazeneca PLC-Spons ADR 0.02% 260 $18K No change
SO The Southern Co. 0.02% 194 $18K Reduce -89.6%
PYPL PayPal Holdings Inc. 0.02% 230 $17K Reduce -73.2%
SOLV Solventum Corp. 0.02% 223 $17K No change
TGT Target Corp. 0.02% 165 $16K Reduce -90.3%
PRU Prudential Financial Inc. 0.02% 150 $16K Reduce -52.2%
SRE Sempra 0.02% 210 $16K No change
TSLA Tesla Inc. 0.02% 50 $16K Reduce -97.2%
BG Bunge Global SA 0.02% 195 $16K Reduce -56.7%
BCE Bce Inc. 0.02% 648 $14K No change
DT Dynatrace Inc. 0.02% 245 $14K Reduce -59.8%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.02% 400 $14K New
AMD Advanced Micro Devices 0.02% 95 $13K Reduce -91.1%
APD Air Products & Chemicals Inc. 0.01% 40 $11K Reduce -86.9%
DNP DNP Select Income Fund Inc. 0.01% 1,000 $10K No change
EMR Emerson Electric Co. 0.01% 73 $10K No change
EXC Exelon Corp. 0.01% 223 $10K No change
WBD Warner Bros Discovery Inc. 0.01% 815 $9K No change
WBA Walgreens Boots Alliance Inc. 0.01% 800 $9K Reduce -72.2%
COLB Columbia Banking System Inc. 0.01% 384 $9K Reduce -69.3%
WAFD Wafd Inc. 0.01% 305 $9K No change
CARR Carrier Global Corp. 0.01% 120 $9K Reduce -89.8%
WU Western Union Co. 0.01% 1,025 $9K Reduce -54.7%
AEP American Electric Power 0.01% 72 $7K Reduce -90.0%
STZ Constellation Brands Inc. Class A 0.01% 45 $7K No change
FUL H.B. Fuller Co. filed as FULLER H B CO 0.01% 118 $7K No change
ARKK ARK Innovation ETF 0.01% 100 $7K No change
TAK Takeda Pharmaceutic-SP ADR 0.01% 432 $7K New
DD Dupont DE Nemours Inc. 0.01% 74 $5K Reduce -97.3%
ALGN Align Technology Inc. 0.01% 24 $5K No change
ANGI Angi Inc. 0.01% 264 $4K New
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.00% 36 $3K Reduce -50.0%
VMEO Vimeo Inc. 0.00% 819 $3K No change
REGN Regeneron Pharmaceuticals 0.00% 6 $3K Reduce -93.0%
NVO Novo-Nordisk A/S-Spons ADR 0.00% 42 $3K Reduce -50.0%
NML Neuberger Energy Infrastruct 0.00% 300 $3K No change
DOW Dow Inc. 0.00% 74 $2K Reduce -96.5%
VTRS Viatris Inc. 0.00% 195 $2K Reduce -83.6%
DDD 3D Systems Corp. filed as 3-D SYS CORP DEL 0.00% 1,000 $2K No change
EMBC Embecta Corp. 0.00% 142 $1K Reduce -85.7%
WAB Wabtec Corp. 0.00% 6 $1K New
ADNT Adient PLC 0.00% 40 $778 Reduce -97.0%
OGN Organon & Co. 0.00% 74 $716 Reduce -96.3%
VFC VF Corp. 0.00% 50 $588 No change
KTB Kontoor Brands Inc. 0.00% 7 $462 No change
STEX Streamex Corp. filed as BIOSIG TECHNOLOGIES INC 0.00% 60 $428 No change
Other holdings (2): bonds, preferreds, convertibles and warrants · $407K (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 174$211KNo change
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 167$196KNo change

Total filed on the 13F, all lines: $80.3M.

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -84.4% 0.94% −4.22
NVDA Nvidia Corp. Reduce -88.8% 0.38% −1.48
AMZN Amazon.com Inc. Reduce -83.8% 0.38% −1.24
VNQ Vanguard Real Estate ETF Sold out 0.00% −1.09
META Meta Platforms Inc. Class A Reduce -77.9% 0.54% −0.97
GOOG Alphabet Inc. Class C Reduce -83.8% 0.28% −0.92
MSFT Microsoft Corp. Reduce -54.3% 2.91% −0.90
GOOGL Alphabet Inc. Class A Reduce -86.3% 0.20% −0.81
MRK Merck & Co. Inc. Reduce -79.1% 0.22% −0.73
ABT Abbott Laboratories Reduce -64.3% 0.55% −0.65
V Visa Inc. Class A Reduce -90.8% 0.07% −0.56
BRK.B Berkshire Hathaway Inc. Class B Reduce -67.1% 0.34% −0.55
ABBV Abbvie Inc. Reduce -48.5% 0.74% −0.55
LLY Eli Lilly & Co. Sold out 0.00% −0.51
JPM JPMorgan Chase & Co. Reduce -49.9% 1.43% −0.48
TSLA Tesla Inc. Reduce -97.2% 0.02% −0.44
MNST Monster Beverage Corp. Sold out 0.00% −0.41
UNH Unitedhealth Group Inc. Reduce -85.7% 0.05% −0.41
XOM Exxon Mobil Corp. Sold out 0.00% −0.40
MA Mastercard Inc. Class A Reduce -93.4% 0.04% −0.38
WMT Walmart Inc. Reduce -83.4% 0.10% −0.32
INTC Intel Corp. Reduce -69.8% 0.18% −0.29
PFE Pfizer Inc. Reduce -74.9% 0.12% −0.29
JNJ Johnson & Johnson Reduce -42.8% 0.55% −0.28
HD Home Depot Inc. Reduce -91.3% 0.03% −0.28
NVS Novartis AG-Sponsored ADR Sold out 0.00% −0.25
LIN Linde PLC Sold out 0.00% −0.23
NFLX Netflix Inc. Reduce -83.0% 0.10% −0.23
BSX Boston Scientific Corp. Sold out 0.00% −0.22
ISRG Intuitive Surgical Inc. Sold out 0.00% −0.20
DD Dupont DE Nemours Inc. Reduce -97.3% 0.01% −0.20
BKNG Booking Holdings Inc. Sold out 0.00% −0.20
FISV Fiserv Inc. Sold out 0.00% −0.19
INTU Intuit Inc. Sold out 0.00% −0.19
SPOT Spotify Technology SA Sold out 0.00% −0.18
SYK Stryker Corp. Sold out 0.00% −0.18
ADBE Adobe Inc. Sold out 0.00% −0.17
TMUS T-Mobile US Inc. Reduce -82.8% 0.04% −0.17
CME Cme Group Inc. Sold out 0.00% −0.17
CRM Salesforce Inc. Reduce -88.7% 0.03% −0.17
GILD Gilead Sciences Inc. Sold out 0.00% −0.17
SBUX Starbucks Corp. Reduce -71.4% 0.08% −0.16
MRSH Marsh & McLennan Cos Reduce -64.0% 0.11% −0.16
PGR Progressive Corp. Reduce -84.3% 0.04% −0.16
CAT Caterpillar Inc. Sold out 0.00% −0.16
TGT Target Corp. Reduce -90.3% 0.02% −0.15
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.15
IBM Intl Business Machines Corp. Reduce -56.1% 0.29% −0.15
WM Waste Management Inc. Sold out 0.00% −0.15
WELL Welltower Inc. Reduce -73.2% 0.08% −0.15

Portfolio Buys Q1 2025 → Q2 2025
FMUN Fidelity System Muni BND ETF New 23.57% +23.57
SYY Sysco Corp. Add +169.7% 0.24% +0.17
SPSB SS SPDR P St C Corp. ETF New 0.12% +0.12
XLU St Sr Utl SL SE SPDR ETF-Usd New 0.12% +0.12
CAH Cardinal Health Inc. Add +16.9% 0.22% +0.10
GLD SPDR Gold Shares New 0.08% +0.08
IDA Idacorp Inc. New 0.05% +0.05
EW Edwards Lifesciences Corp. Add +44.5% 0.05% +0.02
SLB SLB Ltd. New 0.02% +0.02
TAK Takeda Pharmaceutic-SP ADR New 0.01% +0.01
ANGI Angi Inc. New 0.01% +0.01
WAB Wabtec Corp. New 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 166$83.9MFMUN, IEFA, VV, KLAC, STX
Q1 2026 202$81.2MFMUN, IEFA, VV, VEA, AGG
Q4 2025 217$82.6MFMUN, IEFA, VV, VEA, AGG
Q3 2025 203$82.3MFMUN, IEFA, VV, VEA, AGG
Q2 2025 222$79.9MFMUN, IEFA, VV, VEA, AGG
Q1 2025 592$100.9MIEFA, AAPL, VV, MSFT, AGG
Q4 2024 818$109.6MIEFA, AAPL, VV, MSFT, AGG
Q3 2024 819$113.6MIEFA, AAPL, VV, MSFT, AGG
Q2 2024 622$105.1MIEFA, AAPL, MSFT, VV, AGG
Q1 2024 642$129.3MIEFA, AAPL, MSFT, VNQ, VV