Stonebridge Financial Planning Group, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Stonebridge Financial Planning Group, LLC reported 151 stock positions worth $189.1 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 7.1% of the portfolio, followed by iShares Ustechnology ETF (IYW, 5.4%) and PIMCO Enhanced Short Maturit (MINT, 3.7%). Compared with Q4 2023, it opened 8 new positions, sold out of 5, added to 46 and reduced 69. The biggest buy was a new position in Vanguard Int-Term Corporate (VCIT) and the biggest sale PIMCO Enhanced Short Maturit (MINT, shares −16%).

Most Recent 13F
Q2 2026
Location
ORLANDO, FL
CIK
0001802494
Portfolio Value
$189.1M (Q1 2024)
SEC Filing
0001085146-24-002434 ↗ filed May 13, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $189.1M $189.1M Q1 2024 Q2 2024: $199.0M Q2 2024 Q3 2024: $209.9M Q3 2024 Q4 2024: $223.9M Q4 2024 Q1 2025: $219.0M Q1 2025 Q2 2025: $239.5M Q2 2025 Q3 2025: $266.3M Q3 2025 Q4 2025: $277.0M Q4 2025 Q1 2026: $272.3M Q1 2026 Q2 2026: $313.9M Q2 2026

Holdings 151 stocks · $189.1M
IWY iShares Russell Top 200 Grow 7.11% 68,910 $13.4M Reduce -1.9%
IYW iShares Ustechnology ETF 5.42% 75,930 $10.3M Reduce -4.5%
MINT PIMCO Enhanced Short Maturit 3.69% 69,494 $7.0M Reduce -16.4%
SPHQ Invesco S&P 500 Quality ETF 3.45% 107,935 $6.5M Add +3.7%
DGRO iShares Core Dividend Growth 2.89% 94,117 $5.5M Add +2.9%
IVV iShares Core S&P 500 ETF 2.88% 10,360 $5.4M Reduce -2.4%
AMZN Amazon.com Inc. 2.45% 25,688 $4.6M Reduce -0.1%
IUSG iShares Core S&P U.S. Growth 2.08% 33,535 $3.9M Reduce -4.3%
VDC Vanguard Consumer Staple ETF 1.91% 17,695 $3.6M Reduce -1.1%
VGT Vanguard Info Tech ETF 1.45% 5,235 $2.7M Reduce -4.8%
XLV SS Health Care Select Sector 1.44% 18,421 $2.7M Reduce -1.6%
IYC iShares US Consumer Discreti 1.38% 31,774 $2.6M Reduce -4.1%
V Visa Inc. Class A 1.37% 9,317 $2.6M Reduce -0.1%
IHI iShares U.S. Medical Devices 1.37% 44,171 $2.6M Reduce -25.4%
AAPL Apple Inc. 1.36% 14,951 $2.6M Reduce -0.7%
IWF iShares Russell 1000 Growth 1.23% 6,928 $2.3M Reduce -3.8%
PBDC Putnam BDC Income ETF 1.21% 67,592 $2.3M Add +9.4%
VEA Vanguard Ftse Developed ETF 1.20% 45,355 $2.3M Reduce -0.8%
SCHD Schwab US DVD Equity ETF 1.17% 27,558 $2.2M Reduce -5.5%
VUG Vanguard Mrngstar GR ETF-Sui 1.17% 6,423 $2.2M Reduce -8.0%
RSPS Invesco S&P 500 Equal Weight 1.16% 66,660 $2.2M Reduce -5.7%
NVDA Nvidia Corp. 1.15% 2,410 $2.2M Add +13.8%
VOOV Vanguard S&P 500 Value ETF 1.10% 11,564 $2.1M Reduce -0.9%
XLY SS Consumer Disc Select Sect 1.08% 11,124 $2.0M Reduce -5.6%
FIW First Trust Water ETF 1.06% 19,544 $2.0M Reduce -4.4%
BND Vanguard Total Bond Market 1.05% 27,312 $2.0M Add +21.2%
SOXX iShares Semiconductor ETF 1.03% 8,625 $1.9M Reduce -2.7%
MSFT Microsoft Corp. 1.02% 4,565 $1.9M Add +21.0%
MA Mastercard Inc. Class A 1.00% 3,914 $1.9M Reduce -1.8%
BUFR FT Vest Lad Buffervetf-Usd I 0.99% 67,180 $1.9M Add +34.7%
IAK iShares U.S. Insurance ETF 0.97% 15,609 $1.8M Reduce -6.5%
ARCC Ares Capital Corp. 0.94% 85,349 $1.8M Add +0.1%
FDHY Fidelity Enh Hi YLD ETF 0.93% 36,682 $1.8M Reduce -1.7%
VOO Vanguard S&P 500 ETF 0.92% 3,636 $1.7M Add +2.6%
FTCS First Trust Capital Strength 0.89% 19,695 $1.7M Reduce -2.3%
IVE iShares S&P 500 Value ETF 0.82% 8,305 $1.6M Reduce -1.2%
FAD First Trust Multi Cap Growth 0.79% 11,975 $1.5M Reduce -5.5%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.78% 13,478 $1.5M Add +9.9%
KNG FT Vest S&P 500 DVD Arst TRG 0.77% 27,007 $1.5M Add +17.1%
SPYG SS SPDR P S&P 500 Growth ETF 0.76% 19,692 $1.4M Reduce -2.0%
VCR Vanguard Consumer Discre ETF 0.73% 4,355 $1.4M Reduce -6.0%
SPHY SS SPDR P High Yield ETF 0.72% 58,311 $1.4M Reduce -9.3%
SDY SS SPDR S&P Dividend ETF 0.68% 9,816 $1.3M Reduce -4.7%
IYK iShares US Consumer Staples 0.68% 18,965 $1.3M No change
VCIT Vanguard Int-Term Corporate 0.62% 14,677 $1.2M New
SDVD FT Vest Smid Rising Dividend 0.61% 52,826 $1.2M Add +191.4%
DSTL Distillate US Fundamental St 0.59% 20,727 $1.1M Add +17.3%
MOAT Vaneck Morningstar Wide Moat 0.57% 12,089 $1.1M Add +40.4%
RPV Invesco S&P 500 Pure Value E 0.57% 12,224 $1.1M Reduce -5.0%
LLY Eli Lilly & Co. 0.57% 1,378 $1.1M Add +33.3%
XLE SS Energy Select Sector 0.56% 11,159 $1.1M Reduce -18.9%
FIDU Fidelity MSCI Indust Indx 0.56% 15,512 $1.1M Add +19.0%
GOOG Alphabet Inc. Class C 0.53% 6,603 $1.0M Reduce -7.6%
FTC First Trust Large Cap Growth 0.51% 7,790 $960K Reduce -2.5%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.51% 3,664 $955K Add +23.5%
RDVI FT Vest Rising Dividend Achi 0.49% 38,074 $932K Add +9.9%
IWO iShares Russell 2000 Growth 0.49% 3,438 $931K Add +5.5%
LHX L3HARRIS Technologies Inc. 0.49% 4,366 $930K Reduce -6.4%
RDVY First Trust Rising Dividend 0.49% 16,459 $925K Add +11.6%
BIL SS SPDR BB 1-3M T-Bill ETF 0.48% 9,977 $916K Reduce -20.4%
FDRR Fidelity Div ETF Rise Rates 0.47% 18,973 $883K Reduce -1.2%
NEAR iShares SH Dba ETF Usd Inc. 0.46% 17,064 $861K Reduce -16.8%
FTEC Fidelity MSCI Info Tech Indx 0.45% 5,441 $848K Reduce -10.7%
IYM iShares U.S. Basic Materials 0.44% 5,571 $823K Reduce -0.3%
FDIS Fidelity MSCI Cons Discr Ind 0.42% 9,732 $803K Add +4.8%
QTEC First Trust Nasdq 100 Tech I 0.42% 4,175 $796K Reduce -1.8%
IXN iShares Global Tech ETF 0.42% 10,610 $794K No change
ITB iShares U.S. Home Constructi 0.42% 6,837 $792K New
XDEC FT Vest US Equity Enhance & 0.41% 22,211 $783K Add +19.1%
VWO Vanguard Ftse Emerging Marke 0.41% 18,726 $782K Add +20.0%
FSTA Fidelity MSCI Cons Stap Indx 0.41% 16,312 $776K Reduce -6.2%
AIQ Global X Art Intel & Tech 0.41% 22,845 $776K New
HD Home Depot Inc. 0.41% 2,004 $769K Add +0.3%
RTX RTX Corp. 0.40% 7,830 $764K Reduce -10.6%
BILS SS Spdrb B 3-12M T-Bill ETF 0.40% 7,615 $757K Add +1.5%
FCOM Fidelity MSCI Comm Serv Indx 0.40% 15,269 $757K Add +15.4%
IWP iShares Russell Mid-Cap Grow 0.38% 6,315 $721K Add +11.7%
GOOGL Alphabet Inc. Class A 0.37% 4,640 $700K Reduce -2.2%
UNH Unitedhealth Group Inc. 0.36% 1,366 $676K No change
NXTG First Trust Indxx Nextg ETF 0.35% 8,368 $663K Reduce -2.2%
VIS Vanguard Industrials ETF 0.35% 2,695 $658K No change
IWS iShares Russell Mid-Cap Valu 0.34% 5,148 $645K Add +12.2%
ORCL Oracle Corp. 0.33% 5,000 $628K No change
IXJ iShares Global Healthcare Et 0.33% 6,735 $627K No change
GRID First TRST Nasd Class Edg Sgiif 0.33% 5,460 $626K Reduce -5.5%
FXZ First Trust Materials Alphad 0.33% 8,621 $615K Reduce -3.1%
VCSH Vanguard S/T Corp. Bond ETF 0.32% 7,747 $599K Reduce -23.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.31% 2,353 $588K Add +42.9%
HYS PIMCO 0-5 Year H/Y Corp. Bond 0.31% 6,203 $580K Add +15.9%
FNY First Trust Mid Cap Growth 0.31% 7,650 $578K Add +2.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.30% 3,440 $560K Add +3.6%
VB Vanguard Most SM-Cap ETF-Usd 0.29% 2,437 $557K Add +5.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.29% 2,873 $551K Add +5.5%
USMV iShares MSCI USA Min Vol Fac 0.29% 6,465 $540K No change
PRN Invesco Dorsey Wright Indus 0.29% 3,871 $540K No change
XSD SS SPDR S&P Semiconductor 0.28% 2,285 $530K Add +17.2%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.28% 1,831 $525K Reduce -3.9%
FXG First Trust Consumer Staples 0.26% 7,240 $496K No change
IYJ iShares U.S. Industrials ETF 0.26% 3,909 $491K Reduce -3.7%
CRM Salesforce Inc. 0.25% 1,570 $473K No change
META Meta Platforms Inc. Class A 0.25% 970 $471K No change
IJS iShares S&P Small-Cap 600 Va 0.25% 4,557 $468K Reduce -1.1%
AMD Advanced Micro Devices 0.25% 2,576 $465K Add +1.6%
XMCRX MFS Charter Income Trust 0.24% 71,522 $453K Add +0.2%
APO Apollo Global Management Inc. 0.24% 4,000 $450K No change
IWN iShares Russell 2000 Value E 0.24% 2,805 $445K Add +12.2%
SGOV iShares 0-3 Month Treasury B 0.23% 4,400 $443K No change
SKYY First Trust Cloud Computing 0.23% 4,547 $435K No change
IYF iShares US Financials ETF 0.23% 4,506 $431K Reduce -7.1%
SDVY First Trust Smid Cap Rising 0.22% 12,129 $422K Add +36.6%
COST Costco Wholesale Corp. 0.22% 576 $422K Reduce -8.0%
FXN First Trust Energy Alphadex 0.22% 21,843 $409K Reduce -22.2%
SMH Vaneck Semiconductor ETF 0.21% 1,735 $390K No change
FVD First Trust Value Line DVD 0.20% 9,102 $384K No change
SRLN SS Blackstone Sr Loan ETF 0.20% 8,828 $372K Reduce -6.3%
USFR Wisdomtree Floating Rate Tre 0.20% 7,350 $370K Reduce -6.4%
CIBR First Trust Nasdaq Cybersecu 0.19% 6,503 $367K Add +6.5%
NFLX Netflix Inc. 0.19% 600 $364K No change
PJP Invesco Pharmaceuticals ETF 0.19% 4,515 $362K Reduce -16.6%
BRK.B Berkshire Hathaway Inc. Class B 0.19% 860 $362K No change
FTSM First Trust Enh Short Mat FD 0.19% 5,930 $354K Reduce -38.3%
JNJ Johnson & Johnson 0.19% 2,233 $353K Reduce -3.2%
FDLO Fidelity Low Volat Fact ETF 0.19% 6,250 $351K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.19% 6,390 $350K Reduce -7.9%
CI The Cigna Group 0.19% 964 $350K Reduce -2.5%
VSS Vanguard Ftse All Wo X-US SC 0.18% 2,982 $348K Add +14.7%
EMXC iShares MSCI Emr MRK Ex Chna 0.16% 5,375 $309K New
XEVTX Eaton Vance Tax-Adv DVD Inc. 0.16% 13,000 $307K No change
VGIT Vanguard Intermediate-Term T 0.16% 5,130 $300K New
VPU Vanguard Utilities ETF 0.16% 2,080 $297K Reduce -53.8%
ESGV Vanguard ESG US Stock ETF 0.15% 3,115 $290K No change
XOM Exxon Mobil Corp. 0.15% 2,464 $286K Add +0.5%
CAT Caterpillar Inc. 0.15% 775 $284K Reduce -6.1%
FLTR Vaneck Ig Floating Rate ETF 0.14% 10,613 $271K Add +8.2%
XNOV FT Vest US Equity Enhance & 0.14% 8,300 $269K Add +22.1%
SIGI Selective Insurance Group 0.14% 2,440 $266K No change
VONG Vanguard Russell 1000 Growth 0.14% 3,020 $262K No change
EDOW First Trust Dow 30 Eql WGHT 0.14% 7,459 $257K No change
PXD Pioneer Natural Resources Co. 0.13% 945 $248K No change
PAVE Global X US Infrastructure 0.13% 6,120 $244K New
XRT SS SPDR S&P Retail ETF 0.13% 3,050 $241K No change
BIZD Vaneck BDC Income ETF 0.13% 13,994 $236K Add +34.8%
CLOI Vaneck Clo ETF 0.12% 4,420 $233K New
MCD McDonald's Corp. 0.12% 824 $232K No change
XEXGX Eaton Vance Tax-Managed Glob 0.12% 27,562 $225K Add +0.2%
VTI VG Morningstar TS MKT ETF-US 0.12% 850 $221K Reduce -5.0%
XMAR FT Vest US Equity Enhance & 0.11% 6,450 $217K Reduce -16.3%
FTSL First Trust Senior Loan ETF 0.11% 4,635 $214K Reduce -18.7%
AWK American Water Works Co. Inc. 0.11% 1,747 $214K No change
TECB iShares US Tech Breakthrough 0.11% 4,330 $207K New
FMAY FT Vest US Equity Buffer ETF 0.11% 4,745 $205K Reduce -4.0%

Portfolio Sells Q4 2023 → Q1 2024
MINT PIMCO Enhanced Short Maturit Reduce -16.4% 3.69% −1.08
IHI iShares U.S. Medical Devices Reduce -25.4% 1.37% −0.47
AAPL Apple Inc. Reduce -0.7% 1.36% −0.31
VPU Vanguard Utilities ETF Reduce -53.8% 0.16% −0.20
IYW iShares Ustechnology ETF Reduce -4.5% 5.42% −0.19
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -20.4% 0.48% −0.17
BA The Boeing Co. Sold out 0.00% −0.14
FTSM First Trust Enh Short Mat FD Reduce -38.3% 0.19% −0.14
SPHY SS SPDR P High Yield ETF Reduce -9.3% 0.72% −0.14
NEAR iShares SH Dba ETF Usd Inc. Reduce -16.8% 0.46% −0.14
XLU St Sr Utl SL SE SPDR ETF-Usd Sold out 0.00% −0.13
VCSH Vanguard S/T Corp. Bond ETF Reduce -23.1% 0.32% −0.13
XLY SS Consumer Disc Select Sect Reduce -5.6% 1.08% −0.13
XLF SS Financial Select Sector Sold out 0.00% −0.13
VEGI iShares MSCI Agriculture Pro Sold out 0.00% −0.13
RSPS Invesco S&P 500 Equal Weight Reduce -5.7% 1.16% −0.12
TFLO iShares Treasury Floating Ra Sold out 0.00% −0.12
XLE SS Energy Select Sector Reduce -18.9% 0.56% −0.11
SCHD Schwab US DVD Equity ETF Reduce -5.5% 1.17% −0.10
FDHY Fidelity Enh Hi YLD ETF Reduce -1.7% 0.93% −0.10
VGT Vanguard Info Tech ETF Reduce -4.8% 1.45% −0.08
VUG Vanguard Mrngstar GR ETF-Sui Reduce -8.0% 1.17% −0.08
VCR Vanguard Consumer Discre ETF Reduce -6.0% 0.73% −0.08
LHX L3HARRIS Technologies Inc. Reduce -6.4% 0.49% −0.07
IYC iShares US Consumer Discreti Reduce -4.1% 1.38% −0.07
FIW First Trust Water ETF Reduce -4.4% 1.06% −0.06
SDY SS SPDR S&P Dividend ETF Reduce -4.7% 0.68% −0.06
VEA Vanguard Ftse Developed ETF Reduce -0.8% 1.20% −0.06
VDC Vanguard Consumer Staple ETF Reduce -1.1% 1.91% −0.06
FTEC Fidelity MSCI Info Tech Indx Reduce -10.7% 0.45% −0.06
FXN First Trust Energy Alphadex Reduce -22.2% 0.22% −0.05
GOOG Alphabet Inc. Class C Reduce -7.6% 0.53% −0.05
PJP Invesco Pharmaceuticals ETF Reduce -16.6% 0.19% −0.05
FTSL First Trust Senior Loan ETF Reduce -18.7% 0.11% −0.04
IVV iShares Core S&P 500 ETF Reduce -2.4% 2.88% −0.04
FTCS First Trust Capital Strength Reduce -2.3% 0.89% −0.04
RPV Invesco S&P 500 Pure Value E Reduce -5.0% 0.57% −0.04
FSTA Fidelity MSCI Cons Stap Indx Reduce -6.2% 0.41% −0.04
USFR Wisdomtree Floating Rate Tre Reduce -6.4% 0.20% −0.03
XMAR FT Vest US Equity Enhance & Reduce -16.3% 0.11% −0.03
XLV SS Health Care Select Sector Reduce -1.6% 1.44% −0.03
SRLN SS Blackstone Sr Loan ETF Reduce -6.3% 0.20% −0.03
FAD First Trust Multi Cap Growth Reduce -5.5% 0.79% −0.03
FXZ First Trust Materials Alphad Reduce -3.1% 0.33% −0.03
NXTG First Trust Indxx Nextg ETF Reduce -2.2% 0.35% −0.03
IJS iShares S&P Small-Cap 600 Va Reduce -1.1% 0.25% −0.03
VOOV Vanguard S&P 500 Value ETF Reduce -0.9% 1.10% −0.02
V Visa Inc. Class A Reduce -0.1% 1.37% −0.02
SLB SLB Ltd. Reduce -7.9% 0.19% −0.02
IWF iShares Russell 1000 Growth Reduce -3.8% 1.23% −0.02

Portfolio Buys Q4 2023 → Q1 2024
VCIT Vanguard Int-Term Corporate New 0.62% +0.62
NVDA Nvidia Corp. Add +13.8% 1.15% +0.55
ITB iShares U.S. Home Constructi New 0.42% +0.42
AIQ Global X Art Intel & Tech New 0.41% +0.41
SDVD FT Vest Smid Rising Dividend Add +191.4% 0.61% +0.39
BUFR FT Vest Lad Buffervetf-Usd I Add +34.7% 0.99% +0.23
LLY Eli Lilly & Co. Add +33.3% 0.57% +0.22
SPHQ Invesco S&P 500 Quality ETF Add +3.7% 3.45% +0.21
MSFT Microsoft Corp. Add +21.0% 1.02% +0.20
EMXC iShares MSCI Emr MRK Ex Chna New 0.16% +0.16
VGIT Vanguard Intermediate-Term T New 0.16% +0.16
MOAT Vaneck Morningstar Wide Moat Add +40.4% 0.57% +0.15
PAVE Global X US Infrastructure New 0.13% +0.13
CLOI Vaneck Clo ETF New 0.12% +0.12
TECB iShares US Tech Breakthrough New 0.11% +0.11
FIDU Fidelity MSCI Indust Indx Add +19.0% 0.56% +0.10
BND Vanguard Total Bond Market Add +21.2% 1.05% +0.10
VBK Van Morst SML-Cap Gro-Usd Inc. Add +23.5% 0.51% +0.09
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +42.9% 0.31% +0.09
DSTL Distillate US Fundamental St Add +17.3% 0.59% +0.09
PBDC Putnam BDC Income ETF Add +9.4% 1.21% +0.09
KNG FT Vest S&P 500 DVD Arst TRG Add +17.1% 0.77% +0.08
FCOM Fidelity MSCI Comm Serv Indx Add +15.4% 0.40% +0.06
DGRO iShares Core Dividend Growth Add +2.9% 2.89% +0.06
SDVY First Trust Smid Cap Rising Add +36.6% 0.22% +0.06
RDVY First Trust Rising Dividend Add +11.6% 0.49% +0.05
XDEC FT Vest US Equity Enhance & Add +19.1% 0.41% +0.05
VWO Vanguard Ftse Emerging Marke Add +20.0% 0.41% +0.04
IWP iShares Russell Mid-Cap Grow Add +11.7% 0.38% +0.04
IWS iShares Russell Mid-Cap Valu Add +12.2% 0.34% +0.03
VOO Vanguard S&P 500 ETF Add +2.6% 0.92% +0.03
RDVI FT Vest Rising Dividend Achi Add +9.9% 0.49% +0.03
AMD Advanced Micro Devices Add +1.6% 0.25% +0.03
BIZD Vaneck BDC Income ETF Add +34.8% 0.13% +0.03
XSD SS SPDR S&P Semiconductor Add +17.2% 0.28% +0.03
HYS PIMCO 0-5 Year H/Y Corp. Bond Add +15.9% 0.31% +0.02
XNOV FT Vest US Equity Enhance & Add +22.1% 0.14% +0.02
IWO iShares Russell 2000 Growth Add +5.5% 0.49% +0.02
FNY First Trust Mid Cap Growth Add +2.7% 0.31% +0.01
VSS Vanguard Ftse All Wo X-US SC Add +14.7% 0.18% +0.01
IWN iShares Russell 2000 Value E Add +12.2% 0.24% +0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +3.6% 0.30% +0.01
XOM Exxon Mobil Corp. Add +0.5% 0.15% +0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Add +5.5% 0.29% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +5.0% 0.29% +0.01
HD Home Depot Inc. Add +0.3% 0.41% +0.01
CIBR First Trust Nasdaq Cybersecu Add +6.5% 0.19% +0.00
FDIS Fidelity MSCI Cons Discr Ind Add +4.8% 0.42% +0.00
FLTR Vaneck Ig Floating Rate ETF Add +8.2% 0.14% +0.00
XEXGX Eaton Vance Tax-Managed Glob Add +0.2% 0.12% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 183$313.9MIWY, IYW, SPHQ, DGRO, FGD
Q1 2026 171$272.3MIWY, IYW, SPHQ, DGRO, FGD
Q4 2025 168$277.0MIWY, IYW, SPHQ, DGRO, IVV
Q3 2025 171$266.3MIWY, IYW, SPHQ, DGRO, IVV
Q2 2025 165$239.5MIWY, IYW, SPHQ, DGRO, IVV
Q1 2025 161$219.0MIWY, IYW, SPHQ, DGRO, IVV
Q4 2024 159$223.9MIWY, IYW, SPHQ, DGRO, IVV
Q3 2024 158$209.9MIWY, IYW, SPHQ, DGRO, IVV
Q2 2024 153$199.0MIWY, IYW, SPHQ, IVV, DGRO
Q1 2024 151$189.1MIWY, IYW, MINT, SPHQ, DGRO