Souders Financial Advisors

Name: Souders Financial Advisors 13F holdings, Q2 2024
Creator: Souders Financial Advisors
Published: 2024-08-28

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

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 28, 2024), Souders Financial Advisors reported 164 stock positions worth $663.2 million. Its top holding was Cap Group Core Plus Income (CGCP) at 7.2% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 5.4%) and Vanguard Total Intl Stock (VXUS, 4.0%). Compared with Q1 2024, it opened 15 new positions, sold out of 11, added to 112 and reduced 32. The biggest buy was Amgen (AMGN, shares +420%) and the biggest sale an exit from Yum! Brands (YUM).

Most Recent 13F: Q2 2026
Location: CINCINNATI, OH
CIK: 0001811240
Portfolio Value: $663.2M (Q2 2024)
SEC Filing: 0001811240-24-000003 ↗ filed Aug 28, 2024

Holdings Value

Holdings 164 stocks · $663.2M


CGCP Cap Group Core Plus Income	7.22%	2,154,456	$47.9M	Add +2.6%
VOO Vanguard S&P 500 ETF	5.42%	71,821	$35.9M	Add +1.9%
VXUS Vanguard Total Intl Stock	4.01%	440,732	$26.6M	Add +4.2%
AGG iShares Core U.S. Aggregate	3.68%	251,733	$24.4M	Add +3.1%
SCHD Schwab US DVD Equity ETF	3.67%	313,121	$24.3M	Add +3.6%
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET	3.67%	753,795	$24.3M	Add +1.9%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE	3.62%	728,080	$24.0M	Add +1.9%
PG The Procter & Gamble Co.	3.38%	135,893	$22.4M	Add +1.4%
SCHG Schwab US Large-Cap Growth	2.85%	187,575	$18.9M	Add +4.0%
AAPL Apple Inc.	2.45%	77,003	$16.2M	Add +3.1%
JPST JPMorgan Ultra-Short Income	2.18%	285,956	$14.4M	Add +3.2%
SCHY Schwab International DVD ETF	1.92%	541,417	$12.8M	Add +3.9%
MSFT Microsoft Corp.	1.90%	28,199	$12.6M	Add +2.5%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT	1.84%	474,830	$12.2M	Add +3.5%
TDVG T Rowe Price Dividend Growth	1.65%	283,561	$10.9M	Add +3.4%
SCHA Schwab US Small-Cap ETF	1.55%	217,175	$10.3M	Add +3.8%
BND Vanguard Total Bond Market	1.55%	142,708	$10.3M	Add +2.4%
FBND Fidelity Total Bond ETF	1.39%	205,284	$9.2M	Add +6.4%
VIG Vanguard Dividend Apprec ETF	1.39%	50,426	$9.2M	Add +3.5%
TCHP T Rowe Price Blue Chip Growt	1.31%	223,872	$8.7M	Add +2.6%
IJR iShares Core S&P Small-Cap E	1.30%	80,858	$8.6M	Add +3.7%
AVGO Broadcom Inc.	1.23%	5,064	$8.1M	Reduce -2.4%
JPM JPMorgan Chase & Co.	1.16%	37,910	$7.7M	Add +5.0%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT	1.11%	248,961	$7.3M	Add +3.3%
CGGR Cap Group Growth Equity	1.09%	219,936	$7.2M	Add +3.0%
VGIT Vanguard Intermediate-Term T	1.04%	118,788	$6.9M	Add +3.3%
GOOG Alphabet Inc. Class C	0.96%	34,707	$6.4M	Reduce -0.0%
AMZN Amazon.com Inc.	0.92%	31,491	$6.1M	Add +0.9%
THYF T Rowe Price US High Yield	0.91%	117,151	$6.0M	Add +3.6%
CGSD Cap Group Short Duration	0.91%	237,239	$6.0M	Add +3.1%
DIVO Amplify CWP Enhan Divid ETF	0.90%	153,919	$6.0M	Add +4.8%
UNH Unitedhealth Group Inc.	0.88%	11,461	$5.8M	Add +2.3%
CGMS Cap Group US Multi-Sect Bond	0.88%	216,588	$5.8M	Add +2.5%
HD Home Depot Inc.	0.88%	16,907	$5.8M	Add +2.5%
V Visa Inc. Class A	0.85%	21,594	$5.7M	Add +1.3%
NVO Novo-Nordisk A/S-Spons ADR	0.85%	39,696	$5.7M	Add +0.6%
SCHB Schwab US Broad Market ETF	0.85%	89,180	$5.6M	Add +7.5%
CARR Carrier Global Corp.	0.77%	80,590	$5.1M	Add +1.9%
ABT Abbott Laboratories	0.68%	43,264	$4.5M	Add +4.2%
AMGN Amgen Inc.	0.66%	14,084	$4.4M	Add +420.1%
HLT Hilton Worldwide Holdings Inc.	0.62%	18,795	$4.1M	Add +1.3%
LIN Linde PLC	0.61%	9,186	$4.0M	Add +6.3%
BSCR Invesco Bulletshares 2027 CB	0.60%	206,289	$4.0M	Add +3.5%
MRSH Marsh & McLennan Cos	0.59%	18,579	$3.9M	Add +2.4%
ABBV Abbvie Inc.	0.57%	21,924	$3.8M	Add +4.4%
BSCQ Invesco Bulletshares 2026 CB	0.56%	194,852	$3.7M	Add +3.5%
RTX RTX Corp.	0.56%	37,184	$3.7M	Add +1.5%
COP Conocophillips	0.56%	32,549	$3.7M	Reduce -2.6%
BSCP Invesco Bulletshares 2025 CB	0.56%	180,945	$3.7M	Add +3.9%
ARMK Aramark	0.54%	105,732	$3.6M	Add +2.9%
SCHM Schwab US Mid Cap ETF	0.54%	46,163	$3.6M	Add +1.9%
TXN Texas Instruments Inc.	0.54%	18,385	$3.6M	Add +2.5%
CNQ Canadian Natural Resources	0.54%	99,999	$3.6M	Add +1.5%
PNC PNC Financial Services Group	0.53%	22,408	$3.5M	Add +2.3%
CINF Cincinnati Financial Corp.	0.52%	28,994	$3.4M	Add +0.1%
GE General Electric filed as GE AEROSPACE	0.51%	21,314	$3.4M	Add +725.5%
PCG P G & E Corp.	0.49%	187,816	$3.3M	Add +3.3%
TRP TC Energy Corp.	0.49%	85,421	$3.2M	Add +3.3%
NVDA Nvidia Corp.	0.47%	25,441	$3.1M	Add +20.1%
META Meta Platforms Inc. Class A	0.47%	6,219	$3.1M	Add +4.2%
CMCSA Comcast Corp. Class A	0.47%	80,052	$3.1M	Add +3.9%
EQIX Equinix Inc.	0.47%	4,135	$3.1M	Add +3.8%
STZ Constellation Brands Inc. Class A	0.46%	11,919	$3.1M	New
LLY Eli Lilly & Co.	0.44%	3,209	$2.9M	Reduce -0.9%
URI United Rentals Inc.	0.42%	4,295	$2.8M	New
BSCT Invesco Bulletshares 2029 CB	0.41%	150,062	$2.7M	Add +5.2%
BSCS Invesco Bulletshares 2028 CB	0.39%	128,428	$2.6M	Add +4.8%
BIL SS SPDR BB 1-3M T-Bill ETF	0.30%	21,980	$2.0M	Add +17.1%
ELV Elevance Health Inc.	0.27%	3,294	$1.8M	Add +42.0%
SPGI S&P Global Inc.	0.24%	3,593	$1.6M	Add +0.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.24%	40,121	$1.6M	Add +0.1%
GS Goldman Sachs Group Inc.	0.24%	3,522	$1.6M	Reduce -6.7%
DHR Danaher Corp.	0.24%	6,358	$1.6M	Add +1.2%
FFBC First Financial Bancorp	0.24%	71,421	$1.6M	Reduce -1.8%
NEE Nextera Energy Inc.	0.24%	22,369	$1.6M	Reduce -2.9%
CMG Chipotle Mexican Grill Inc.	0.23%	23,918	$1.5M	Add +2.4%
ASML ASML Holding NV-NY Reg SHS	0.21%	1,350	$1.4M	Reduce -0.9%
VTEB Vanguard Tax-Exempt Bond ETF	0.21%	27,371	$1.4M	Add +8.3%
COST Costco Wholesale Corp.	0.20%	1,597	$1.4M	Add +2.2%
CME Cme Group Inc.	0.19%	6,445	$1.3M	Reduce -3.0%
TSM Taiwan Semiconductor-SP ADR	0.19%	7,232	$1.3M	Reduce -2.2%
UBER Uber Technologies Inc.	0.19%	17,030	$1.2M	Add +60.1%
NFLX Netflix Inc.	0.19%	1,824	$1.2M	Add +29.4%
CAT Caterpillar Inc.	0.18%	3,657	$1.2M	Add +0.8%
MRK Merck & Co. Inc.	0.18%	9,826	$1.2M	Add +22.6%
CGMU Cap Group Municipal Income	0.18%	44,515	$1.2M	Add +16.6%
WMT Walmart Inc.	0.18%	17,291	$1.2M	Reduce -36.6%
GOOGL Alphabet Inc. Class A	0.17%	6,358	$1.2M	Add +4.4%
CVX Chevron Corp.	0.17%	7,393	$1.2M	Reduce -26.1%
HON Honeywell International Inc.	0.17%	5,356	$1.1M	New
TSLA Tesla Inc.	0.17%	5,616	$1.1M	Add +1.3%
MCD McDonald's Corp.	0.16%	4,220	$1.1M	Reduce -22.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.16%	9,414	$1.0M	New
DUK Duke Energy Corp.	0.16%	10,321	$1.0M	Reduce -16.8%
CRM Salesforce Inc.	0.16%	4,018	$1.0M	Add +435.0%
TDG Transdigm Group Inc.	0.15%	789	$1.0M	Add +2.9%
VZ Verizon Communications Inc.	0.15%	24,273	$1.0M	Add +24.9%
DG Dollar General Corp.	0.15%	7,354	$972K	Reduce -3.1%
JEPI JPMorgan Equity Premium Inco	0.14%	16,185	$917K	Add +13.8%
EOG EOG Resources Inc.	0.14%	7,286	$917K	Reduce -3.2%
SPY SS SPDR S&P 500 ETF Trust-US	0.13%	1,625	$884K	Add +1.4%
ALNY Alnylam Pharmaceuticals Inc.	0.13%	3,512	$853K	Add +1.0%
WCN Waste Connections Inc.	0.13%	4,831	$847K	Reduce -0.1%
SHW The Sherwin-Williams Co.	0.12%	2,747	$820K	Add +0.6%
FCX Freeport-McMoran Inc.	0.12%	16,819	$817K	Add +31.2%
REGN Regeneron Pharmaceuticals	0.12%	762	$801K	New
SHOP Shopify Inc. Class A	0.11%	11,522	$761K	Add +3.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.11%	4,392	$760K	Add +1.4%
CNC Centene Corp.	0.11%	11,384	$755K	Reduce -4.4%
ADP Automatic Data Processing	0.11%	3,148	$752K	Add +0.7%
ABNB Airbnb Inc. Class A	0.11%	4,758	$721K	Reduce -0.2%
VRTX Vertex Pharmaceuticals Inc.	0.10%	1,436	$673K	Add +2.6%
J Jacobs Solutions Inc.	0.10%	4,804	$671K	Add +1.2%
PM Philip Morris International	0.09%	5,942	$602K	Add +9.5%
CSCO Cisco Systems Inc.	0.09%	12,122	$576K	Reduce -27.7%
QQQ Invesco QQQ Trust Series 1	0.09%	1,195	$573K	Reduce -5.5%
PEP Pepsico Inc.	0.09%	3,435	$567K	Reduce -4.7%
MPC Marathon Petroleum Corp.	0.08%	3,242	$562K	Reduce -3.4%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F	0.08%	10,737	$545K	Add +18.7%
LOW Lowe's Cos Inc.	0.08%	2,462	$543K	Add +1.2%
DE Deere & Co.	0.08%	1,371	$512K	Add +0.1%
QCOM Qualcomm Inc.	0.08%	2,518	$501K	Add +0.8%
FSK FS KKR Capital Corp.	0.07%	25,209	$497K	Add +3.9%
XOM Exxon Mobil Corp.	0.07%	4,305	$496K	Add +5.6%
PGR Progressive Corp.	0.07%	2,332	$484K	Add +0.7%
ISRG Intuitive Surgical Inc.	0.07%	1,016	$452K	Add +1.6%
KR Kroger Co.	0.07%	8,690	$434K	Add +8.1%
BRK.B Berkshire Hathaway Inc. Class B	0.06%	1,036	$421K	Add +8.0%
CLX Clorox Company	0.06%	3,031	$414K	Add +0.3%
NET Cloudflare Inc. Class A	0.06%	4,932	$409K	Add +1.9%
NOC Northrop Grumman Corp.	0.06%	919	$401K	Reduce -0.1%
CTAS Cintas Corp.	0.06%	562	$394K	Add +0.7%
FSCO FS Credit Opportunities Corp.	0.06%	60,900	$388K	No change
CSX CSX Corp.	0.06%	11,332	$379K	Add +0.7%
PJUL Innovator U.S. Equity Power	0.06%	9,711	$377K	New
UAPR Innovator U.S. Equity Ultra	0.06%	12,846	$373K	Add +38.9%
ATI Ati Inc.	0.06%	6,714	$372K	New
KO The Coca-Cola Co.	0.05%	5,565	$354K	Reduce -60.8%
KLAC KLA Corp.	0.05%	408	$337K	Reduce -1.7%
UNP Union Pacific Corp.	0.05%	1,417	$321K	Add +1.9%
BDEC Innovator U.S. Equity Buffer	0.05%	7,525	$315K	No change
JNJ Johnson & Johnson	0.05%	2,112	$309K	Add +2.3%
SCHW Schwab (charles) Corp.	0.05%	4,118	$303K	Reduce -0.7%
BJUL Innovator U.S. Equity Buffer	0.04%	6,866	$287K	New
UJUL Innovator U.S. Equity Ultra	0.04%	8,809	$287K	New
CVS CVS Health Corp.	0.04%	4,559	$269K	Add +1.2%
SCHZ Schwab US Aggregate Bond ETF	0.04%	5,841	$266K	Reduce -7.8%
EPD Enterprise Products Partners	0.04%	8,904	$258K	Add +0.8%
BR Broadridge Financial Solutio	0.04%	1,308	$258K	Add +0.5%
BMY Bristol-Myers Squibb Co.	0.04%	5,875	$244K	Reduce -14.0%
BAPR Innovator U.S. Equity Buffer	0.04%	5,857	$243K	No change
EOSE Eos Energy Enterprises Inc.	0.04%	186,602	$237K	No change
PFE Pfizer Inc.	0.04%	8,347	$234K	Add +6.1%
LCNB LCNB Corporation	0.03%	16,571	$231K	New
CNP Centerpoint Energy Inc.	0.03%	7,100	$220K	Reduce -0.9%
BALT Inn Defined Wealth Shield	0.03%	7,243	$218K	New
LMT Lockheed Martin Corp.	0.03%	458	$214K	Add +2.0%
MO Altria Group Inc.	0.03%	4,550	$207K	New
AZN Astrazeneca PLC-Spons ADR	0.03%	2,615	$204K	Reduce -94.5%
MELI MercadoLibre Inc.	0.03%	124	$204K	New
FDX FedEx Corp.	0.03%	676	$203K	Reduce -2.3%
NOW ServiceNow Inc.	0.03%	255	$201K	New
GLD SPDR Gold Shares	0.03%	931	$200K	New
KRMD Koru Medical Systems Inc.	0.01%	15,075	$40K	No change

Portfolio Sells Q1 2024 → Q2 2024


YUM Yum! Brands Inc.	Sold out	0.00%	−0.52
AZN Astrazeneca PLC-Spons ADR	Reduce -94.5%	0.03%	−0.48
MDLZ Mondelez International Inc. Class A	Sold out	0.00%	−0.48
EL Estee Lauder Companies Class A	Sold out	0.00%	−0.47
ADBE Adobe Inc.	Sold out	0.00%	−0.15
COP Conocophillips	Reduce -2.6%	0.56%	−0.11
EQT Eqt Corp.	Sold out	0.00%	−0.09
KO The Coca-Cola Co.	Reduce -60.8%	0.05%	−0.08
WMT Walmart Inc.	Reduce -36.6%	0.18%	−0.08
MCD McDonald's Corp.	Reduce -22.6%	0.16%	−0.08
AXON Axon Enterprise Inc.	Sold out	0.00%	−0.08
CVX Chevron Corp.	Reduce -26.1%	0.17%	−0.07
AEM Agnico Eagle Mines Ltd.	Sold out	0.00%	−0.07
CSCO Cisco Systems Inc.	Reduce -27.7%	0.09%	−0.05
INTC Intel Corp.	Sold out	0.00%	−0.04
DG Dollar General Corp.	Reduce -3.1%	0.15%	−0.04
SBUX Starbucks Corp.	Sold out	0.00%	−0.04
CME Cme Group Inc.	Reduce -3.0%	0.19%	−0.03
BSV Vanguard Short-Term Bond ETF	Sold out	0.00%	−0.03
CNC Centene Corp.	Reduce -4.4%	0.11%	−0.03
DUK Duke Energy Corp.	Reduce -16.8%	0.16%	−0.03
MPC Marathon Petroleum Corp.	Reduce -3.4%	0.08%	−0.02
BMY Bristol-Myers Squibb Co.	Reduce -14.0%	0.04%	−0.02
FFBC First Financial Bancorp	Reduce -1.8%	0.24%	−0.02
ABNB Airbnb Inc. Class A	Reduce -0.2%	0.11%	−0.02
PEP Pepsico Inc.	Reduce -4.7%	0.09%	−0.01
EOG EOG Resources Inc.	Reduce -3.2%	0.14%	−0.01
NOC Northrop Grumman Corp.	Reduce -0.1%	0.06%	−0.01
GS Goldman Sachs Group Inc.	Reduce -6.7%	0.24%	−0.01
SCHZ Schwab US Aggregate Bond ETF	Reduce -7.8%	0.04%	−0.01
WCN Waste Connections Inc.	Reduce -0.1%	0.13%	−0.00
PXMD Paxmedica Inc.	Sold out	0.00%	−0.00
QQQ Invesco QQQ Trust Series 1	Reduce -5.5%	0.09%	−0.00
SCHW Schwab (charles) Corp.	Reduce -0.7%	0.05%	−0.00
FDX FedEx Corp.	Reduce -2.3%	0.03%	−0.00
ASML ASML Holding NV-NY Reg SHS	Reduce -0.9%	0.21%	−0.00
CNP Centerpoint Energy Inc.	Reduce -0.9%	0.03%	+0.00
KLAC KLA Corp.	Reduce -1.7%	0.05%	+0.01
NEE Nextera Energy Inc.	Reduce -2.9%	0.24%	+0.01
TSM Taiwan Semiconductor-SP ADR	Reduce -2.2%	0.19%	+0.03
LLY Eli Lilly & Co.	Reduce -0.9%	0.44%	+0.04
GOOG Alphabet Inc. Class C	Reduce -0.0%	0.96%	+0.13
AVGO Broadcom Inc.	Reduce -2.4%	1.23%	+0.14

Portfolio Buys Q1 2024 → Q2 2024


AMGN Amgen Inc.	Add +420.1%	0.66%	+0.54
STZ Constellation Brands Inc. Class A	New	0.46%	+0.46
GE General Electric	Add +725.5%	0.51%	+0.44
AAPL Apple Inc.	Add +3.1%	2.45%	+0.42
URI United Rentals Inc.	New	0.42%	+0.42
SCHG Schwab US Large-Cap Growth	Add +4.0%	2.85%	+0.21
HON Honeywell International Inc.	New	0.17%	+0.17
NVDA Nvidia Corp.	Add +20.1%	0.47%	+0.17
TJX TJX Companies Inc.	New	0.16%	+0.16
REGN Regeneron Pharmaceuticals	New	0.12%	+0.12
CRM Salesforce Inc.	Add +435.0%	0.16%	+0.12
TCHP T Rowe Price Blue Chip Growt	Add +2.6%	1.31%	+0.09
ELV Elevance Health Inc.	Add +42.0%	0.27%	+0.08
MSFT Microsoft Corp.	Add +2.5%	1.90%	+0.07
VOO Vanguard S&P 500 ETF	Add +1.9%	5.42%	+0.07
UBER Uber Technologies Inc.	Add +60.1%	0.19%	+0.06
PJUL Innovator U.S. Equity Power	New	0.06%	+0.06
ATI Ati Inc.	New	0.06%	+0.06
NVO Novo-Nordisk A/S-Spons ADR	Add +0.6%	0.85%	+0.05
NFLX Netflix Inc.	Add +29.4%	0.19%	+0.05
ALNY Alnylam Pharmaceuticals Inc.	Add +1.0%	0.13%	+0.05
SCHB Schwab US Broad Market ETF	Add +7.5%	0.85%	+0.05
TXN Texas Instruments Inc.	Add +2.5%	0.54%	+0.05
BJUL Innovator U.S. Equity Buffer	New	0.04%	+0.04
UJUL Innovator U.S. Equity Ultra	New	0.04%	+0.04
CARR Carrier Global Corp.	Add +1.9%	0.77%	+0.04
LCNB LCNB Corporation	New	0.03%	+0.03
BALT Inn Defined Wealth Shield	New	0.03%	+0.03
BIL SS SPDR BB 1-3M T-Bill ETF	Add +17.1%	0.30%	+0.03
MO Altria Group Inc.	New	0.03%	+0.03
MELI MercadoLibre Inc.	New	0.03%	+0.03
GLD SPDR Gold Shares	New	0.03%	+0.03
NOW ServiceNow Inc.	New	0.03%	+0.03
GOOGL Alphabet Inc. Class A	Add +4.4%	0.17%	+0.03
AMZN Amazon.com Inc.	Add +0.9%	0.92%	+0.03
CGUS Cap Group Core Equity	Add +1.9%	3.67%	+0.03
FCX Freeport-McMoran Inc.	Add +31.2%	0.12%	+0.03
COST Costco Wholesale Corp.	Add +2.2%	0.20%	+0.02
VZ Verizon Communications Inc.	Add +24.9%	0.15%	+0.02
CGMU Cap Group Municipal Income	Add +16.6%	0.18%	+0.02
MRK Merck & Co. Inc.	Add +22.6%	0.18%	+0.02
META Meta Platforms Inc. Class A	Add +4.2%	0.47%	+0.02
UAPR Innovator U.S. Equity Ultra	Add +38.9%	0.06%	+0.02
ARMK Aramark	Add +2.9%	0.54%	+0.01
JPM JPMorgan Chase & Co.	Add +5.0%	1.16%	+0.01
TSLA Tesla Inc.	Add +1.3%	0.17%	+0.01
PCG P G & E Corp.	Add +3.3%	0.49%	+0.01
CGGR Cap Group Growth Equity	Add +3.0%	1.09%	+0.01
PM Philip Morris International	Add +9.5%	0.09%	+0.01
CMG Chipotle Mexican Grill Inc.	Add +2.4%	0.23%	+0.01

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	224	$994.1M	CGCP, CGDV, CGUS, VXUS, VOO
Q1 2026	216	$876.4M	CGCP, VOO, CGDV, VXUS, CGUS
Q4 2025	208	$873.2M	CGCP, VOO, CGDV, CGUS, VXUS
Q3 2025	206	$840.9M	CGCP, VOO, CGDV, VXUS, CGUS
Q2 2025	200	$785.7M	CGCP, VOO, CGDV, VXUS, CGUS
Q1 2025	184	$716.3M	CGCP, VOO, CGDV, VXUS, CGUS
Q4 2024	175	$716.0M	CGCP, VOO, CGDV, VXUS, CGUS
Q3 2024	172	$717.7M	CGCP, VOO, VXUS, CGDV, CGUS
Q2 2024	164	$663.2M	CGCP, VOO, VXUS, AGG, SCHD
Q1 2024	160	$633.8M	CGCP, VOO, VXUS, SCHD, AGG