Stewardship Advisors, LLC

Name: Stewardship Advisors, LLC 13F holdings, Q1 2025
Creator: Stewardship Advisors, LLC
Published: 2025-04-17

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

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), Stewardship Advisors, LLC reported 146 stock positions worth $370.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 11.8% of the portfolio, followed by Invesco Nasdaq 100 ETF (QQQM, 7.2%) and Invesco S&P 500 Revenue ETF (RWL, 5.8%). Compared with Q4 2024, it opened 10 new positions, sold out of 16, added to 98 and reduced 35. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +180%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −26%).

Most Recent 13F: Q2 2026
Location: MOUNT JOY, PA
CIK: 0001733219
Portfolio Value: $370.0M (Q1 2025)
SEC Filing: 0001733219-25-000003 ↗ filed Apr 17, 2025

Holdings Value

Holdings 146 stocks · $370.0M


IVV iShares Core S&P 500 ETF	11.82%	77,873	$43.8M	Reduce -25.6%
QQQM Invesco Nasdaq 100 ETF	7.15%	137,126	$26.5M	Add +6.3%
RWL Invesco S&P 500 Revenue ETF	5.79%	215,550	$21.4M	Add +11.1%
GOVI Invesco Equal Weight 0-30 YR	5.52%	734,856	$20.4M	Add +26.6%
SPAB SS SPDR P Agg Bond ETF	3.94%	571,570	$14.6M	Add +4.1%
IMFL Invesco Int DVLP DYN Multi	3.84%	576,977	$14.2M	Add +11.5%
VEA Vanguard Ftse Developed ETF	3.68%	267,630	$13.6M	Add +180.2%
VTEB Vanguard Tax-Exempt Bond ETF	3.26%	243,293	$12.1M	Add +11.6%
VWO Vanguard Ftse Emerging Marke	3.17%	259,505	$11.7M	Add +167.0%
GTO Invesco Total Return Bond Et	3.11%	245,138	$11.5M	Add +4.1%
SUSA iShares ESG Optimized MSCI U	2.95%	94,943	$10.9M	Reduce -8.7%
VSGX Vanguard ESG Intl Stock ETF	2.59%	162,215	$9.6M	Add +35.5%
WTMF Wisdomtree MGD Futures Strat	2.46%	267,080	$9.1M	Add +15.8%
PZA Invesco National Amt-Free Mu	2.01%	322,455	$7.4M	Add +10.1%
JPST JPMorgan Ultra-Short Income	1.82%	133,355	$6.8M	Reduce -13.8%
RSPE Invesco ESG SP 500 Eq Weight	1.64%	232,709	$6.1M	Add +22.1%
VCEB Vanguard ESG US Corp. Bond	1.63%	95,866	$6.0M	Add +623.7%
QQMG Invesco ESG Nasdaq 100	1.58%	183,454	$5.8M	Add +9.7%
SCHC Schwab Intl Small-Cap Equity	1.50%	155,077	$5.6M	Reduce -9.5%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F	1.46%	106,016	$5.4M	Add +25.3%
JAAA Janus Henderson Aaa Clo ETF	1.45%	105,662	$5.4M	Add +3.4%
SPMD SS SPDR P S&P 400 Midcap ETF	1.40%	101,259	$5.2M	Add +1.8%
EAGG iShares ESG Aware US Aggrega	1.39%	108,254	$5.1M	Add +216.0%
EUSB Ishr ESG Advn Universal BD-$	1.23%	105,239	$4.6M	New
EMNT PIMCO Enhcd St M-Active ESG	1.18%	44,393	$4.4M	Add +11.7%
JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F	1.11%	73,380	$4.1M	Add +3.3%
FLRT Pacer Aristotle Pacific Floa	1.07%	84,172	$4.0M	Add +4.2%
FMHI First Trust Municipal High I	0.96%	73,974	$3.5M	Add +27.5%
ANGL Vaneck Fallen Angel High YLD	0.86%	109,825	$3.2M	Add +3.2%
NUHY Nuveen ESG Hi YLD Corp. BND	0.72%	126,109	$2.7M	Add +446.7%
AGG iShares Core U.S. Aggregate	0.67%	25,143	$2.5M	Add +54.0%
DFCF Dimensional Core Fixed Inc.	0.59%	52,195	$2.2M	Add +18.8%
AAPL Apple Inc.	0.56%	9,380	$2.1M	Add +1.7%
BND Vanguard Total Bond Market	0.50%	25,358	$1.9M	Add +10.2%
SCHF Schwab Intl Equity ETF	0.45%	84,423	$1.7M	Add +10.3%
FULT Fulton Financial Corp.	0.44%	90,216	$1.6M	Add +411.1%
SCHV Schwab US Large-Cap Value	0.42%	58,570	$1.6M	Add +9.8%
QQQ Invesco QQQ Trust Series 1	0.40%	3,164	$1.5M	Add +7.3%
SCHG Schwab US Large-Cap Growth	0.40%	59,208	$1.5M	Add +18.3%
SPTM SS SPDR P S&P 1500 Comp ETF	0.36%	19,630	$1.3M	No change
NUSC Nuveen ESG Small-Cap ETF	0.33%	31,459	$1.2M	New
BNDX Vanguard Total Intl Bond ETF	0.30%	22,885	$1.1M	Add +11.1%
MSFT Microsoft Corp.	0.28%	2,716	$1.0M	Add +11.5%
DFAC Dimensional US Core Equity 2	0.27%	30,654	$1.0M	Add +20.5%
NUEM Nuveen ESG Emerging Markets	0.27%	33,849	$990K	Reduce -60.2%
NVDA Nvidia Corp.	0.27%	9,103	$987K	Add +17.5%
IDEV iShares Core MSCI Dev MKTS	0.26%	13,939	$960K	Add +12.1%
SPHY SS SPDR P High Yield ETF	0.26%	40,514	$949K	Add +15.6%
SCHX Schwab US Large-Cap ETF	0.25%	42,623	$941K	Add +10.7%
VTIP Vanguard Short-Term Tips	0.25%	18,730	$935K	Add +10.9%
SPYM Ste STR SPDR PT S&P 500 ETF	0.25%	14,047	$924K	Add +20.9%
GOVT iShares US Treasury Bond ETF	0.25%	39,997	$919K	Reduce -48.5%
OMFL Invesco Russell 1000 DYN M/F	0.24%	16,795	$895K	Reduce -62.2%
IWY iShares Russell Top 200 Grow	0.23%	4,093	$863K	Add +4.8%
AMZN Amazon.com Inc.	0.22%	4,201	$799K	Add +1.1%
DFAU Dimensional US Core Equity M	0.20%	19,393	$745K	Add +19.8%
USXF iShares ESG Advance MSCI USA	0.20%	15,926	$743K	Add +22.5%
SUB iShares Short-Term National	0.18%	6,317	$667K	Reduce -0.3%
SCHD Schwab US DVD Equity ETF	0.18%	23,513	$657K	Reduce -51.6%
DFGX Dimsnl Intr CF in ETF-Usd Inc.	0.17%	11,897	$622K	Add +15.8%
PNC PNC Financial Services Group	0.17%	3,533	$621K	Add +1.1%
GOOGL Alphabet Inc. Class A	0.16%	3,789	$586K	Add +4.9%
DFSD Dimensional Short Duration	0.16%	12,325	$586K	Add +22.9%
DFAX Dimensional World Ex US Core	0.15%	21,802	$571K	Add +12.3%
VWOB Vanguard Emerg MKTS Gov BND	0.15%	8,451	$543K	Add +14.3%
SEIV Sei Qim US Large Cap Value A filed as SEI EXCHANGE TRADED FUNDS	0.14%	16,460	$534K	Add +17.3%
SCHO Schwab Short-Term US Treas	0.14%	21,915	$533K	Add +9.4%
MA Mastercard Inc. Class A	0.14%	969	$531K	Add +1.4%
SEIM Sei Qim US Large Cap Momentu filed as SEI EXCHANGE TRADED FUNDS	0.14%	14,295	$515K	Add +17.1%
EMLC Vaneck JPM Em Local Curr BND	0.14%	21,276	$508K	Add +14.7%
DUHP Dimensional US High Profi Et	0.14%	15,074	$500K	Add +19.6%
DFUS Dimensional US Eq MKT ETF	0.13%	8,252	$499K	Add +20.0%
BSV Vanguard Short-Term Bond ETF	0.13%	6,306	$494K	Add +11.6%
COST Costco Wholesale Corp.	0.13%	511	$483K	Reduce -0.2%
DFAI Dimensional International Co.	0.13%	15,157	$473K	Add +11.8%
SCHP Schwab U.S. Tips ETF	0.13%	17,303	$465K	Add +10.5%
PPL PPL Corp.	0.13%	12,871	$465K	Reduce -9.1%
QINT American Century QLTY Diver	0.13%	8,926	$463K	Reduce -50.9%
IEMG iShares Core MSCI Emerging	0.12%	8,450	$456K	Add +14.7%
MUB iShares National Muni Bond E	0.12%	4,307	$454K	Add +0.8%
JPM JPMorgan Chase & Co.	0.12%	1,831	$449K	Add +0.7%
DMXF iShares ESG Advanc MSCI Eafe	0.12%	6,540	$440K	Add +15.3%
TAXF American Century Diver Muni	0.12%	8,828	$437K	Reduce -38.6%
SCHA Schwab US Small-Cap ETF	0.11%	17,904	$419K	Add +17.9%
V Visa Inc. Class A	0.11%	1,195	$419K	Add +1.7%
GLD SPDR Gold Shares	0.11%	1,441	$415K	Add +2.6%
TSLA Tesla Inc.	0.11%	1,601	$415K	Add +3.5%
DFIP Dimensional Inflation-Protec	0.11%	9,850	$415K	Add +15.7%
PCY Invesco Emerging Markets Sov	0.11%	20,548	$414K	Reduce -69.5%
SHYG iShares 0-5 YR HY Corp. Bond	0.11%	9,511	$404K	Add +8.2%
ACWV iShares MSCI Global Min Vol	0.11%	3,447	$401K	Add +11.0%
GVI iShares Intermediate Governm	0.11%	3,713	$394K	Add +0.5%
BRK.B Berkshire Hathaway Inc. Class B	0.11%	733	$390K	Reduce -0.4%
WMT Walmart Inc.	0.11%	4,430	$389K	Reduce -0.6%
COWZ Pacer US Cash Cows 100 ETF	0.10%	6,896	$378K	Reduce -47.3%
XOM Exxon Mobil Corp.	0.10%	3,107	$370K	Add +3.0%
META Meta Platforms Inc. Class A	0.10%	638	$368K	Add +4.4%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.10%	4,643	$366K	Reduce -6.8%
SILA Sila Realty Trust Inc.	0.10%	13,629	$364K	No change
BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS	0.10%	16,515	$354K	Add +10.0%
SPY SS SPDR S&P 500 ETF Trust-US	0.09%	628	$351K	Reduce -49.5%
UNH Unitedhealth Group Inc.	0.09%	663	$347K	Add +4.1%
BTC Grayscale Bitcoin Mini ETF	0.09%	8,708	$318K	Reduce -18.7%
HD Home Depot Inc.	0.08%	833	$305K	Add +0.6%
AVGO Broadcom Inc.	0.08%	1,778	$298K	Add +12.9%
VZ Verizon Communications Inc.	0.08%	6,543	$297K	Add +1.1%
AVUV Avantis US Small Cap Value	0.08%	3,347	$292K	Reduce -48.9%
TMUS T-Mobile US Inc.	0.08%	1,070	$285K	Reduce -2.3%
AMGN Amgen Inc.	0.08%	893	$278K	Add +4.9%
EMB iShares JP Morgan Usd Emergi	0.07%	3,062	$277K	Reduce -0.2%
VOO Vanguard S&P 500 ETF	0.07%	536	$275K	Add +26.4%
DFAE Dimensional Emerging Core Eq	0.07%	10,633	$275K	Add +13.0%
SEIQ Sei Qim US Large Cap Quality filed as SEI EXCHANGE TRADED FUNDS	0.07%	7,859	$274K	Add +15.7%
DFSB Dim GLB Sustain Fix Inc. ETF	0.07%	5,245	$270K	Add +14.2%
VBR Vngrd Mrngst SL-CP Val ETF-U	0.07%	1,436	$268K	Add +13.7%
MCD McDonald's Corp.	0.07%	844	$264K	Add +2.2%
NEE Nextera Energy Inc.	0.07%	3,683	$261K	Add +1.8%
VBND Vident US Bond Strat ETF	0.07%	5,962	$261K	Add +1.2%
UTWO F/M US Treasury 2 Year Note	0.07%	5,311	$257K	Add +24.3%
PEG Public Service Enterprise GP	0.07%	3,116	$256K	Add +0.8%
VBK Van Morst SML-Cap Gro-Usd Inc.	0.07%	1,017	$256K	Add +16.1%
GD General Dynamics Corp.	0.07%	926	$252K	Reduce -0.5%
T AT&T Inc.	0.07%	8,908	$252K	Reduce -0.6%
DBND Doubleline Oppor Cor BND-Usd	0.07%	5,446	$251K	Reduce -63.8%
AWK American Water Works Co. Inc.	0.07%	1,679	$248K	Reduce -0.2%
AVEM Avantis Emerging Markets Eq	0.07%	4,104	$247K	Reduce -65.9%
NULG Nuveen ESG LRG-Cap GRW ETF	0.06%	3,032	$237K	Reduce -74.0%
VUSE Vident US Eqty Strat ETF	0.06%	4,148	$235K	No change
TMO Thermo Fisher Scientific Inc.	0.06%	467	$232K	Add +7.4%
MTBA Simplify MBS ETF	0.06%	4,473	$224K	New
ESML iShares ESG Aware MSCI USA S	0.06%	5,834	$224K	Reduce -86.7%
ABBV Abbvie Inc.	0.06%	1,069	$224K	New
SPGI S&P Global Inc.	0.06%	432	$219K	New
USMV iShares MSCI USA Min Vol Fac	0.06%	2,289	$214K	Reduce -3.4%
MINT PIMCO Enhanced Short Maturit	0.06%	2,129	$214K	New
ADBE Adobe Inc.	0.06%	557	$214K	Add +3.0%
RSP Invesco S&P 500 Equal Weight	0.06%	1,230	$213K	Reduce -0.5%
PH Parker Hannifin Corp.	0.06%	349	$212K	Add +2.4%
NULV Nuveen ESG Large-Cap Val ETF	0.06%	5,221	$211K	Reduce -77.2%
PG The Procter & Gamble Co.	0.06%	1,226	$209K	Reduce -6.1%
DIHP Dimensional International Hi	0.06%	7,738	$208K	New
CTAS Cintas Corp.	0.06%	994	$204K	New
IAGG iShares Intl Aggregate Bond	0.05%	4,065	$203K	Reduce -73.2%
LIN Linde PLC	0.05%	436	$203K	New
CVX Chevron Corp.	0.05%	1,211	$203K	New
FSCO FS Credit Opportunities Corp.	0.05%	25,324	$179K	Add +150.5%

Portfolio Sells Q4 2024 → Q1 2025


IVV iShares Core S&P 500 ETF	Reduce -25.6%	11.82%	−5.26
NUBD Nuveen ESG US Aggregate Bond	Sold out	0.00%	−1.42
CPLB Nylim Mackay Core Plus Bond	Sold out	0.00%	−1.20
SUSA iShares ESG Optimized MSCI U	Reduce -8.7%	2.95%	−0.56
PHYD Putnam ESG High Yield ETF	Sold out	0.00%	−0.52
ESML iShares ESG Aware MSCI USA S	Reduce -86.7%	0.06%	−0.45
OMFL Invesco Russell 1000 DYN M/F	Reduce -62.2%	0.24%	−0.43
NUEM Nuveen ESG Emerging Markets	Reduce -60.2%	0.27%	−0.42
JPST JPMorgan Ultra-Short Income	Reduce -13.8%	1.82%	−0.34
XSOE Wisdmtree Emerg MKT Ex-St Ow	Sold out	0.00%	−0.28
PCY Invesco Emerging Markets Sov	Reduce -69.5%	0.11%	−0.26
GOVT iShares US Treasury Bond ETF	Reduce -48.5%	0.25%	−0.25
NULG Nuveen ESG LRG-Cap GRW ETF	Reduce -74.0%	0.06%	−0.21
TPLC Timothy PLN US LRG/Mid Cap	Sold out	0.00%	−0.21
NULV Nuveen ESG Large-Cap Val ETF	Reduce -77.2%	0.06%	−0.19
SCHD Schwab US DVD Equity ETF	Reduce -51.6%	0.18%	−0.19
VYMI Vanguard Int High DVD YLD Inc.	Sold out	0.00%	−0.18
IAGG iShares Intl Aggregate Bond	Reduce -73.2%	0.05%	−0.15
HYLB Xtrackers Usd High Yield Cor	Sold out	0.00%	−0.14
BGRN iShares Usd Green Bond ETF	Sold out	0.00%	−0.13
AVEM Avantis Emerging Markets Eq	Reduce -65.9%	0.07%	−0.13
SCHC Schwab Intl Small-Cap Equity	Reduce -9.5%	1.50%	−0.13
DBND Doubleline Oppor Cor BND-Usd	Reduce -63.8%	0.07%	−0.12
TLT iShares 20+ Year Treasury BD	Sold out	0.00%	−0.12
SSGA ACTIVE TR	Sold out	0.00%	−0.12
QINT American Century QLTY Diver	Reduce -50.9%	0.13%	−0.12
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -49.5%	0.09%	−0.11
COWZ Pacer US Cash Cows 100 ETF	Reduce -47.3%	0.10%	−0.10
AVUV Avantis US Small Cap Value	Reduce -48.9%	0.08%	−0.10
JEPI JPMorgan Equity Premium Inco	Sold out	0.00%	−0.09
TAXF American Century Diver Muni	Reduce -38.6%	0.12%	−0.08
CRM Salesforce Inc.	Sold out	0.00%	−0.06
VTI VG Morningstar TS MKT ETF-US	Sold out	0.00%	−0.06
PWR Quanta Services Inc.	Sold out	0.00%	−0.06
MMIN Nylim Mackay Muni Insured Et	Sold out	0.00%	−0.06
CSX CSX Corp.	Sold out	0.00%	−0.06
BTC Grayscale Bitcoin Mini ETF	Reduce -18.7%	0.09%	−0.04
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	Reduce -6.8%	0.10%	−0.01
WMT Walmart Inc.	Reduce -0.6%	0.11%	−0.01
SUB iShares Short-Term National	Reduce -0.3%	0.18%	−0.01
PG The Procter & Gamble Co.	Reduce -6.1%	0.06%	−0.00
RSP Invesco S&P 500 Equal Weight	Reduce -0.5%	0.06%	−0.00
PPL PPL Corp.	Reduce -9.1%	0.13%	−0.00
EMB iShares JP Morgan Usd Emergi	Reduce -0.2%	0.07%	−0.00
USMV iShares MSCI USA Min Vol Fac	Reduce -3.4%	0.06%	−0.00
GD General Dynamics Corp.	Reduce -0.5%	0.07%	+0.00
COST Costco Wholesale Corp.	Reduce -0.2%	0.13%	+0.00
AWK American Water Works Co. Inc.	Reduce -0.2%	0.07%	+0.01
TMUS T-Mobile US Inc.	Reduce -2.3%	0.08%	+0.01
T AT&T Inc.	Reduce -0.6%	0.07%	+0.01

Portfolio Buys Q4 2024 → Q1 2025


VEA Vanguard Ftse Developed ETF	Add +180.2%	3.68%	+2.41
VWO Vanguard Ftse Emerging Marke	Add +167.0%	3.17%	+1.99
VCEB Vanguard ESG US Corp. Bond	Add +623.7%	1.63%	+1.40
EUSB Ishr ESG Advn Universal BD-$	New	1.23%	+1.23
GOVI Invesco Equal Weight 0-30 YR	Add +26.6%	5.52%	+1.18
EAGG iShares ESG Aware US Aggrega	Add +216.0%	1.39%	+0.95
VSGX Vanguard ESG Intl Stock ETF	Add +35.5%	2.59%	+0.70
NUHY Nuveen ESG Hi YLD Corp. BND	Add +446.7%	0.72%	+0.59
RWL Invesco S&P 500 Revenue ETF	Add +11.1%	5.79%	+0.52
IMFL Invesco Int DVLP DYN Multi	Add +11.5%	3.84%	+0.47
FULT Fulton Financial Corp.	Add +411.1%	0.44%	+0.35
NUSC Nuveen ESG Small-Cap ETF	New	0.33%	+0.33
JMST JPM Ultra-Short Muni Income	Add +25.3%	1.46%	+0.27
RSPE Invesco ESG SP 500 Eq Weight	Add +22.1%	1.64%	+0.24
AGG iShares Core U.S. Aggregate	Add +54.0%	0.67%	+0.23
VTEB Vanguard Tax-Exempt Bond ETF	Add +11.6%	3.26%	+0.23
WTMF Wisdomtree MGD Futures Strat	Add +15.8%	2.46%	+0.23
FMHI First Trust Municipal High I	Add +27.5%	0.96%	+0.18
SPAB SS SPDR P Agg Bond ETF	Add +4.1%	3.94%	+0.14
EMNT PIMCO Enhcd St M-Active ESG	Add +11.7%	1.18%	+0.10
PZA Invesco National Amt-Free Mu	Add +10.1%	2.01%	+0.09
DFCF Dimensional Core Fixed Inc.	Add +18.8%	0.59%	+0.09
GTO Invesco Total Return Bond Et	Add +4.1%	3.11%	+0.08
MTBA Simplify MBS ETF	New	0.06%	+0.06
ABBV Abbvie Inc.	New	0.06%	+0.06
SPGI S&P Global Inc.	New	0.06%	+0.06
SCHF Schwab Intl Equity ETF	Add +10.3%	0.45%	+0.06
MINT PIMCO Enhanced Short Maturit	New	0.06%	+0.06
DIHP Dimensional International Hi	New	0.06%	+0.06
CTAS Cintas Corp.	New	0.06%	+0.06
LIN Linde PLC	New	0.05%	+0.05
CVX Chevron Corp.	New	0.05%	+0.05
BND Vanguard Total Bond Market	Add +10.2%	0.50%	+0.04
IDEV iShares Core MSCI Dev MKTS	Add +12.1%	0.26%	+0.04
SCHV Schwab US Large-Cap Value	Add +9.8%	0.42%	+0.03
DFAC Dimensional US Core Equity 2	Add +20.5%	0.27%	+0.03
FSCO FS Credit Opportunities Corp.	Add +150.5%	0.05%	+0.03
SPHY SS SPDR P High Yield ETF	Add +15.6%	0.26%	+0.03
DFSD Dimensional Short Duration	Add +22.9%	0.16%	+0.03
SPYM Ste STR SPDR PT S&P 500 ETF	Add +20.9%	0.25%	+0.03
VTIP Vanguard Short-Term Tips	Add +10.9%	0.25%	+0.03
USXF iShares ESG Advance MSCI USA	Add +22.5%	0.20%	+0.02
BNDX Vanguard Total Intl Bond ETF	Add +11.1%	0.30%	+0.02
DFAX Dimensional World Ex US Core	Add +12.3%	0.15%	+0.02
DFAU Dimensional US Core Equity M	Add +19.8%	0.20%	+0.02
DFGX Dimsnl Intr CF in ETF-Usd Inc.	Add +15.8%	0.17%	+0.02
EMLC Vaneck JPM Em Local Curr BND	Add +14.7%	0.14%	+0.02
DFAI Dimensional International Co.	Add +11.8%	0.13%	+0.02
GLD SPDR Gold Shares	Add +2.6%	0.11%	+0.02
DMXF iShares ESG Advanc MSCI Eafe	Add +15.3%	0.12%	+0.02

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	175	$481.4M	IVV, QQQM, RWL, IMFL, SUSA
Q1 2026	168	$435.3M	IVV, RWL, QQQM, VEA, IMFL
Q4 2025	162	$432.6M	IVV, RWL, QQQM, VEA, IMFL
Q3 2025	154	$422.8M	IVV, QQQM, RWL, GOVI, IMFL
Q2 2025	151	$395.1M	IVV, QQQM, RWL, GOVI, IMFL
Q1 2025	146	$370.0M	IVV, QQQM, RWL, GOVI, SPAB
Q4 2024	152	$360.6M	IVV, QQQM, RWL, GOVI, SPAB
Q3 2024	143	$354.3M	IVV, QQQM, RWL, GOVI, SPAB
Q2 2024	67	$302.6M	IVV, OMFL, VWO, HYLB, VEA
Q1 2024	60	$292.2M	IVV, OMFL, HYLB, VWO, SUSA