Strategic Family Wealth Counselors, L.L.C.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Strategic Family Wealth Counselors, L.L.C. reported 161 stock positions worth $380.6 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 4.0% of the portfolio, followed by Roblox Class A (RBLX, 3.9%) and Schwab US DVD Equity ETF (SCHD, 3.7%). Compared with Q4 2025, it opened 9 new positions, sold out of 65, added to 57 and reduced 70. The biggest buy was Vanguard Core Bond ETF (VCRB, shares +17%) and the biggest sale Microsoft (MSFT, shares −41%).

Most Recent 13F
Q2 2026
Location
FAIRFIELD, NJ
CIK
0001729755
Portfolio Value
$380.6M (Q1 2026)
SEC Filing
0001729755-26-000002 ↗ filed May 11, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $253.1M Q1 2024 Q2 2024: $263.0M Q2 2024 Q3 2024: $285.8M Q3 2024 Q4 2024: $307.1M Q4 2024 Q1 2025: $307.6M Q1 2025 Q2 2025: $351.0M Q2 2025 Q3 2025: $388.6M Q3 2025 Q4 2025: $445.5M Q4 2025 Q1 2026: $380.6M $380.6M Q1 2026 Q2 2026: $429.9M Q2 2026

Holdings 161 stocks · $380.6M
SCHG Schwab US Large-Cap Growth 4.03% 527,127 $15.4M Reduce -0.9%
RBLX Roblox Corp. Class A 3.89% 261,453 $14.8M Reduce -0.1%
SCHD Schwab US DVD Equity ETF 3.69% 457,285 $14.0M Reduce -0.7%
VYM Vanguard High DVD Yield ETF 3.30% 84,688 $12.5M Add +1.1%
SPY SS SPDR S&P 500 ETF Trust-US 3.21% 18,783 $12.2M Reduce -0.1%
CGGR Cap Group Growth Equity 3.01% 284,779 $11.4M Add +1.5%
SCHX Schwab US Large-Cap ETF 2.88% 428,054 $11.0M Reduce -2.0%
SCHA Schwab US Small-Cap ETF 2.86% 374,539 $10.9M Reduce -3.5%
SCHM Schwab US Mid Cap ETF 2.83% 348,073 $10.8M Reduce -3.3%
DLN Wisdomtree US Largecap Divid 2.81% 119,735 $10.7M Add +0.4%
RSP Invesco S&P 500 Equal Weight 2.64% 52,415 $10.1M Reduce -2.6%
VCRB Vanguard Core Bond ETF 2.59% 127,505 $9.9M Add +17.4%
UBER Uber Technologies Inc. 2.35% 124,582 $9.0M Reduce -2.7%
CGCB Cap Group Core Bond 2.35% 339,891 $8.9M Add +14.2%
SDY SS SPDR S&P Dividend ETF 2.34% 61,113 $8.9M Reduce -0.9%
VTV Vanguard Mrngstr Val ETF-Aui 2.26% 43,847 $8.6M Add +2.8%
AAPL Apple Inc. 2.15% 32,211 $8.2M Reduce -26.5%
NVDA Nvidia Corp. 2.07% 45,214 $7.9M Reduce -32.9%
FVD First Trust Value Line DVD 1.79% 145,156 $6.8M Reduce -1.9%
IWF iShares Russell 1000 Growth 1.71% 15,299 $6.5M Add +1.9%
SCHB Schwab US Broad Market ETF 1.63% 247,893 $6.2M Add +0.7%
SPLV Invesco S&P 500 Low Volatili 1.63% 84,621 $6.2M Reduce -1.6%
AOR iShares Core 60/40 Balanced 1.60% 94,486 $6.1M Add +1.7%
ARKK ARK Innovation ETF 1.58% 88,952 $6.0M Reduce -8.6%
CGMS Cap Group US Multi-Sect Bond 1.44% 201,513 $5.5M Add +2.2%
HDV iShares Core High Dividend E 1.33% 37,295 $5.1M Reduce -0.9%
PFE Pfizer Inc. 1.30% 175,678 $4.9M Reduce -3.6%
COWZ Pacer US Cash Cows 100 ETF 1.27% 77,370 $4.8M Reduce -1.5%
JPST JPMorgan Ultra-Short Income 1.13% 84,730 $4.3M Add +2.8%
VOO Vanguard S&P 500 ETF 1.10% 7,023 $4.2M Add +4.6%
VUG Vanguard Mrngstar GR ETF-Sui 1.09% 9,538 $4.2M Add +0.3%
QQQ Invesco QQQ Trust Series 1 1.07% 7,088 $4.1M Add +7.5%
MSFT Microsoft Corp. 1.00% 10,325 $3.8M Reduce -41.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.88% 11,597 $3.3M Add +0.7%
VNLA Janus Henderson Short Durati 0.85% 66,117 $3.2M Add +2.0%
BSCQ Invesco Bulletshares 2026 CB 0.81% 157,854 $3.1M Add +3.9%
VT Vanguard Tot World STK ETF 0.78% 21,580 $3.0M Add +7.8%
VB Vanguard Most SM-Cap ETF-Usd 0.77% 11,157 $2.9M Add +0.8%
VGT Vanguard Info Tech ETF 0.75% 4,105 $2.9M Reduce -4.1%
AMZN Amazon.com Inc. 0.68% 12,418 $2.6M Reduce -37.7%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.65% 58,102 $2.5M Add +17.0%
V Visa Inc. Class A 0.63% 7,945 $2.4M Reduce -6.7%
ACWI iShares MSCI Acwi ETF 0.59% 16,103 $2.2M Add +0.5%
VPLS Vanguard Core-Plus Bond ETF 0.57% 27,746 $2.2M Reduce -3.4%
USMV iShares MSCI USA Min Vol Fac 0.56% 22,788 $2.1M Reduce -1.1%
GSLC Goldman Activebeta US LC ETF 0.55% 16,672 $2.1M No change
UTG Reaves Utility Income Fund 0.51% 49,895 $2.0M Add +0.4%
SCHF Schwab Intl Equity ETF 0.50% 77,353 $1.9M Reduce -0.3%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.49% 56,140 $1.9M Add +13.7%
SCZ iShares MSCI Eafe Small-Cap 0.47% 23,045 $1.8M Reduce -3.5%
IWR iShares Russell Mid-Cap ETF 0.43% 16,870 $1.6M No change
BSCR Invesco Bulletshares 2027 CB 0.41% 79,879 $1.6M Add +7.1%
BITW Bitwise 10 Crypto Index ETF 0.41% 34,764 $1.6M Add +2.1%
BITQ Bitwise Crypto Indu Inno ETF 0.40% 80,328 $1.5M Reduce -4.3%
JPM JPMorgan Chase & Co. 0.39% 5,068 $1.5M Reduce -41.7%
SCHC Schwab Intl Small-Cap Equity 0.39% 31,766 $1.5M Add +0.8%
SHM SS SPDR N Ice St Muni ETF 0.37% 29,693 $1.4M No change
TOTL SS Doubleline TR Tact ETF 0.37% 35,549 $1.4M Add +10.6%
DON Wisdomtree US Midcap Dividen 0.34% 24,752 $1.3M Add +6.7%
META Meta Platforms Inc. Class A 0.33% 2,202 $1.3M Reduce -46.6%
CGCP Cap Group Core Plus Income 0.33% 56,252 $1.3M Add +4.3%
GOOG Alphabet Inc. Class C 0.32% 4,284 $1.2M Reduce -60.2%
IWS iShares Russell Mid-Cap Valu 0.31% 7,999 $1.2M No change
IVE iShares S&P 500 Value ETF 0.29% 5,274 $1.1M Add +0.6%
TSLA Tesla Inc. 0.29% 2,987 $1.1M Reduce -32.6%
GOOGL Alphabet Inc. Class A 0.28% 3,753 $1.1M Reduce -54.8%
SPSK SP Funds Dow Jones Global Su 0.28% 58,638 $1.0M Add +0.5%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.27% 3,439 $1.0M Reduce -4.3%
FBTC Fidelity Wise Origin Bitcoin 0.26% 16,763 $990K New
IWV iShares Russell 3000 ETF 0.26% 2,640 $979K Reduce -1.3%
RS Reliance Inc. 0.26% 3,213 $976K Reduce -6.3%
JEPI JPMorgan Equity Premium Inco 0.25% 16,768 $950K Add +0.1%
AVGO Broadcom Inc. 0.24% 3,012 $932K Reduce -60.5%
JNJ Johnson & Johnson 0.24% 3,765 $920K Reduce -45.2%
TWLO Twilio Inc. Class A 0.24% 7,171 $902K No change
IJT iShares S&P Small-Cap 600 GR 0.22% 5,781 $837K Add +5.0%
COST Costco Wholesale Corp. 0.22% 833 $830K Reduce -35.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.22% 8,604 $829K Reduce -26.1%
IVV iShares Core S&P 500 ETF 0.21% 1,250 $817K No change
TSM Taiwan Semiconductor-SP ADR 0.21% 2,393 $809K Add +0.1%
IVW iShares S&P 500 Growth ETF 0.21% 7,096 $803K No change
RDVY First Trust Rising Dividend 0.21% 11,593 $792K Reduce -0.2%
IWD iShares Russell 1000 Value E 0.21% 3,699 $790K Add +34.9%
UFOX Defiance Space and Connectiv 0.21% 11,570 $789K Add +1.3%
ABBV Abbvie Inc. 0.19% 3,394 $738K Reduce -39.4%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.19% 14,968 $732K No change
BXMT Blackstone Mortgage Tru Class A 0.18% 36,039 $690K Add +0.9%
AVUV Avantis US Small Cap Value 0.17% 5,985 $661K Add +8.1%
T AT&T Inc. 0.16% 20,595 $597K Reduce -42.1%
UNP Union Pacific Corp. 0.16% 2,447 $594K Reduce -4.8%
MUB iShares National Muni Bond E 0.15% 5,527 $587K Add +0.0%
AOA iShares Core 80/20 Aggressiv 0.15% 6,472 $573K No change
UNH Unitedhealth Group Inc. 0.14% 2,027 $549K Reduce -34.1%
BSCS Invesco Bulletshares 2028 CB 0.14% 26,616 $544K Add +0.8%
VZ Verizon Communications Inc. 0.14% 10,733 $539K Reduce -12.9%
SCHV Schwab US Large-Cap Value 0.14% 17,326 $528K Add +1.7%
AXP American Express Co. 0.13% 1,664 $503K Reduce -51.6%
BINC iShares Flex I A ETF-Usd Inc. 0.13% 9,364 $486K Add +28.0%
MOAT Vaneck Morningstar Wide Moat 0.12% 4,800 $464K No change
CGSD Cap Group Short Duration 0.12% 17,623 $454K No change
XLY SS Consumer Disc Select Sect 0.12% 4,094 $446K Add +2.4%
GBIL Goldman Sachs Access Treasur 0.12% 4,442 $445K Add +23.8%
XOM Exxon Mobil Corp. 0.11% 2,557 $434K Reduce -36.3%
SPYM Ste STR SPDR PT S&P 500 ETF 0.11% 5,485 $420K New
IHDG Wisdomtree International Hed 0.11% 8,570 $413K Reduce -5.8%
CL Colgate-Palmolive Co. 0.11% 4,781 $408K No change
XLF SS Financial Select Sector 0.11% 8,245 $407K Add +0.3%
AMGN Amgen Inc. 0.11% 1,153 $406K Add +0.2%
BSCT Invesco Bulletshares 2029 CB 0.11% 21,605 $403K Add +0.7%
LLY Eli Lilly & Co. 0.10% 433 $398K Reduce -74.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 8,144 $397K Reduce -52.0%
FBND Fidelity Total Bond ETF 0.10% 8,638 $394K No change
DVY iShares Select Dividend ETF 0.10% 2,572 $389K No change
PLTR Palantir Technologies Inc. Class A 0.10% 2,660 $389K Reduce -6.4%
PWB Invesco Large Cap Growth ETF 0.10% 3,040 $383K No change
WRBY Warby Parker Inc. Class A 0.10% 17,306 $365K Reduce -0.8%
DGRW Wisdomtree U.S. Quality Divi 0.09% 4,072 $358K Add +0.0%
SCHH Schwab US REIT ETF 0.09% 16,461 $354K Reduce -14.8%
GSIE Goldman Sachs Activebeta Int 0.09% 8,117 $350K No change
NFLX Netflix Inc. 0.09% 3,567 $343K Add +3.3%
BIV Vanguard Intermediate-Term B 0.09% 4,417 $341K Add +3.8%
MRK Merck & Co. Inc. 0.09% 2,829 $340K Reduce -2.7%
GLD SPDR Gold Shares 0.09% 789 $339K Add +1.4%
TGT Target Corp. 0.09% 2,755 $334K Reduce -44.2%
XLE SS Energy Select Sector 0.09% 5,444 $333K Add +0.1%
MA Mastercard Inc. Class A 0.09% 656 $328K Reduce -59.0%
CSCO Cisco Systems Inc. 0.09% 4,193 $325K No change
VXF Vanguard Extended Market ETF 0.08% 1,561 $321K Reduce -11.1%
HSY The Hershey Co. 0.08% 1,533 $319K Reduce -2.7%
BSCU Invesco Bulletshares 2030 CB 0.08% 19,043 $318K Add +0.6%
TXN Texas Instruments Inc. 0.08% 1,606 $312K Reduce -31.9%
USB US Bancorp 0.08% 5,940 $309K Reduce -36.1%
SYY Sysco Corp. 0.08% 4,076 $291K Reduce -0.6%
C Citigroup Inc. 0.08% 2,558 $290K Reduce -44.2%
VTRS Viatris Inc. 0.08% 21,394 $289K No change
FULT Fulton Financial Corp. 0.07% 13,913 $283K No change
NEE Nextera Energy Inc. 0.07% 3,020 $280K Reduce -36.6%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.07% 575 $267K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.07% 1,925 $255K Reduce -0.5%
DOCN Digitalocean Holdings Inc. 0.07% 2,950 $253K New
VRT Vertiv Holdings Co. Class A 0.07% 1,008 $253K Reduce -34.2%
VNQ Vanguard Real Estate ETF 0.07% 2,809 $249K No change
RY Royal Bank of Canada 0.06% 1,499 $243K Reduce -0.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.06% 1,311 $242K No change
BBJP JPMorgan Betabuilders Japan 0.06% 3,402 $234K No change
FDVV Fidelity High Dividend ETF 0.06% 4,087 $226K Add +0.8%
MO Altria Group Inc. 0.06% 3,273 $216K New
SO The Southern Co. 0.06% 2,229 $215K New
HON Honeywell International Inc. 0.06% 945 $214K Reduce -10.9%
XLK SS Technology Select Sector 0.06% 1,600 $213K No change
WMT Walmart Inc. 0.06% 1,710 $213K Reduce -72.8%
MDY State Street SPDR S&P Midcap 0.06% 342 $211K Add +0.3%
UPST Upstart Holdings Inc. 0.05% 8,021 $206K Add +0.4%
MU Micron Technology Inc. 0.05% 603 $204K Reduce -78.8%
MLPX Global X MLP & Energy Infras 0.05% 2,750 $203K New
ITW Illinois Tool Works 0.05% 780 $203K New
VOD Vodafone Group PLC-SP ADR 0.04% 10,516 $158K Reduce -2.6%
S Sentinelone Inc. Class A 0.03% 7,793 $100K New
AVXL Anavex Life Sciences Corp. 0.01% 8,045 $25K New
CLOV Clover Health Investments Co. 0.01% 12,263 $22K No change
MIST Milestone Pharmaceuticals Inc. 0.00% 13,875 $17K Add +9.5%

Options reported separately and not counted above: S calls ($90K), AVXL calls ($34K).

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -41.1% 1.00% −0.78
RBLX Roblox Corp. Class A Reduce -0.1% 3.89% −0.74
NVDA Nvidia Corp. Reduce -32.9% 2.07% −0.62
GOOG Alphabet Inc. Class C Reduce -60.2% 0.32% −0.45
AMZN Amazon.com Inc. Reduce -37.7% 0.68% −0.35
AVGO Broadcom Inc. Reduce -60.5% 0.24% −0.32
GOOGL Alphabet Inc. Class A Reduce -54.8% 0.28% −0.32
BITB Bitwise Bitcoin ETF Sold out 0.00% −0.30
LLY Eli Lilly & Co. Reduce -74.2% 0.10% −0.29
AAPL Apple Inc. Reduce -26.5% 2.15% −0.28
META Meta Platforms Inc. Class A Reduce -46.6% 0.33% −0.23
JPM JPMorgan Chase & Co. Reduce -41.7% 0.39% −0.20
MCK McKesson Corp. Sold out 0.00% −0.20
LRCX Lam Research Corp. Sold out 0.00% −0.19
ETN Eaton Corp. PLC Sold out 0.00% −0.19
MU Micron Technology Inc. Reduce -78.8% 0.05% −0.18
ORCL Oracle Corp. Sold out 0.00% −0.16
WFC Wells Fargo & Co. Sold out 0.00% −0.16
BKNG Booking Holdings Inc. Sold out 0.00% −0.15
ARKK ARK Innovation ETF Reduce -8.6% 1.58% −0.15
MDT Medtronic PLC Sold out 0.00% −0.14
AXP American Express Co. Reduce -51.6% 0.13% −0.14
TRV The Travelers Cos Inc. Sold out 0.00% −0.13
TSLA Tesla Inc. Reduce -32.6% 0.29% −0.13
PGR Progressive Corp. Sold out 0.00% −0.12
GM General Motors Co. Sold out 0.00% −0.12
GL Globe Life Inc. Sold out 0.00% −0.12
LIN Linde PLC Sold out 0.00% −0.12
GRMN Garmin Ltd. Sold out 0.00% −0.12
MS Morgan Stanley Sold out 0.00% −0.11
WMT Walmart Inc. Reduce -72.8% 0.06% −0.11
INTU Intuit Inc. Sold out 0.00% −0.11
MA Mastercard Inc. Class A Reduce -59.0% 0.09% −0.10
FDX FedEx Corp. Sold out 0.00% −0.10
VRTX Vertex Pharmaceuticals Inc. Sold out 0.00% −0.10
DE Deere & Co. Sold out 0.00% −0.10
RRX Regal Rexnord Corp. Sold out 0.00% −0.09
JNJ Johnson & Johnson Reduce -45.2% 0.24% −0.09
BAC Bank of America Corp. Reduce -52.0% 0.10% −0.09
DG Dollar General Corp. Sold out 0.00% −0.09
BPOP Popular Inc. Sold out 0.00% −0.09
CMCSA Comcast Corp. Class A Sold out 0.00% −0.09
UNH Unitedhealth Group Inc. Reduce -34.1% 0.14% −0.09
NOW ServiceNow Inc. Sold out 0.00% −0.09
IBM Intl Business Machines Corp. Sold out 0.00% −0.09
VLO Valero Energy Corp. Sold out 0.00% −0.09
GEV GE Vernova Inc. Sold out 0.00% −0.08
COP Conocophillips Sold out 0.00% −0.08
IBIT iShares Bitcoin Trust ETF Sold out 0.00% −0.08
SYK Stryker Corp. Sold out 0.00% −0.08

Portfolio Buys Q4 2025 → Q1 2026
VCRB Vanguard Core Bond ETF Add +17.4% 2.59% +0.70
CGCB Cap Group Core Bond Add +14.2% 2.35% +0.58
VYM Vanguard High DVD Yield ETF Add +1.1% 3.30% +0.54
DLN Wisdomtree US Largecap Divid Add +0.4% 2.81% +0.43
VTV Vanguard Mrngstr Val ETF-Aui Add +2.8% 2.26% +0.39
FBTC Fidelity Wise Origin Bitcoin New 0.26% +0.26
CGGR Cap Group Growth Equity Add +1.5% 3.01% +0.25
AOR iShares Core 60/40 Balanced Add +1.7% 1.60% +0.24
CGMS Cap Group US Multi-Sect Bond Add +2.2% 1.44% +0.22
JPST JPMorgan Ultra-Short Income Add +2.8% 1.13% +0.19
SCHB Schwab US Broad Market ETF Add +0.7% 1.63% +0.19
QQQ Invesco QQQ Trust Series 1 Add +7.5% 1.07% +0.17
IWF iShares Russell 1000 Growth Add +1.9% 1.71% +0.17
VOO Vanguard S&P 500 ETF Add +4.6% 1.10% +0.16
CGDV Cap Group Dividend Value Add +17.0% 0.65% +0.16
VT Vanguard Tot World STK ETF Add +7.8% 0.78% +0.14
BSCQ Invesco Bulletshares 2026 CB Add +3.9% 0.81% +0.14
VNLA Janus Henderson Short Durati Add +2.0% 0.85% +0.13
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.7% 0.88% +0.11
SPYM Ste STR SPDR PT S&P 500 ETF New 0.11% +0.11
UTG Reaves Utility Income Fund Add +0.4% 0.51% +0.10
CGGO Cap Group Global Growth Add +13.7% 0.49% +0.10
VB Vanguard Most SM-Cap ETF-Usd Add +0.8% 0.77% +0.09
VUG Vanguard Mrngstar GR ETF-Sui Add +0.3% 1.09% +0.09
BSCR Invesco Bulletshares 2027 CB Add +7.1% 0.41% +0.08
TOTL SS Doubleline TR Tact ETF Add +10.6% 0.37% +0.08
IWD iShares Russell 1000 Value E Add +34.9% 0.21% +0.07
ACWI iShares MSCI Acwi ETF Add +0.5% 0.59% +0.07
DOCN Digitalocean Holdings Inc. New 0.07% +0.07
DON Wisdomtree US Midcap Dividen Add +6.7% 0.34% +0.06
MO Altria Group Inc. New 0.06% +0.06
SO The Southern Co. New 0.06% +0.06
CGCP Cap Group Core Plus Income Add +4.3% 0.33% +0.06
SCHC Schwab Intl Small-Cap Equity Add +0.8% 0.39% +0.06
MLPX Global X MLP & Energy Infras New 0.05% +0.05
ITW Illinois Tool Works New 0.05% +0.05
UFOX Defiance Space and Connectiv Add +1.3% 0.21% +0.04
BINC iShares Flex I A ETF-Usd Inc. Add +28.0% 0.13% +0.04
IVE iShares S&P 500 Value ETF Add +0.6% 0.29% +0.04
AVUV Avantis US Small Cap Value Add +8.1% 0.17% +0.04
SPSK SP Funds Dow Jones Global Su Add +0.5% 0.28% +0.04
TSM Taiwan Semiconductor-SP ADR Add +0.1% 0.21% +0.04
GBIL Goldman Sachs Access Treasur Add +23.8% 0.12% +0.04
IJT iShares S&P Small-Cap 600 GR Add +5.0% 0.22% +0.04
JEPI JPMorgan Equity Premium Inco Add +0.1% 0.25% +0.03
XLE SS Energy Select Sector Add +0.1% 0.09% +0.03
S Sentinelone Inc. Class A New 0.03% +0.03
BXMT Blackstone Mortgage Tru Class A Add +0.9% 0.18% +0.03
NFLX Netflix Inc. Add +3.3% 0.09% +0.02
SCHV Schwab US Large-Cap Value Add +1.7% 0.14% +0.02

Options Activity Q4 2025 → Q1 2026
S Sentinelone Inc. Class A call New 7,000 $90K
AVXL Anavex Life Sciences Corp. call New 11,000 $34K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 177$429.9MSCHG, SCHD, RBLX, SPY, CGGR
Q1 2026 161$380.6MSCHG, RBLX, SCHD, VYM, SPY
Q4 2025 217$445.5MRBLX, SCHG, SCHD, SPY, CGGR
Q3 2025 158$388.6MRBLX, SCHG, SCHD, SPY, UBER
Q2 2025 146$351.0MRBLX, SCHG, SCHD, SPY, UBER
Q1 2025 137$307.6MRBLX, SCHD, SCHG, SPY, VYM
Q4 2024 137$307.1MRBLX, SCHG, SCHD, SPY, VYM
Q3 2024 133$285.8MSCHD, SCHG, RBLX, SPY, SCHX
Q2 2024 124$263.0MRBLX, SCHG, SCHD, SCHX, UBER
Q1 2024 118$253.1MRBLX, SCHG, SCHD, UBER, SCHX