Summit Financial Strategies, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Summit Financial Strategies, Inc. reported 155 stock positions worth $1.1 billion. Its top holding was Dimensional International (DFIC) at 11.1% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 9.4%) and Fidelity Total Bond ETF (FBND, 8.2%). Compared with Q1 2025, it opened 10 new positions, sold out of 3, added to 67 and reduced 48. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +4%) and the biggest sale Schwab US Mid Cap ETF (SCHM, shares −4%).

Most Recent 13F
Q2 2026
Location
Columbus, OH
CIK
0001625246
Portfolio Value
$1.1B (Q2 2025)
SEC Filing
0001172661-25-002643 ↗ filed Jul 17, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $716.9M Q1 2024 Q2 2024: $804.1M Q2 2024 Q3 2024: $888.3M Q3 2024 Q4 2024: $906.0M Q4 2024 Q1 2025: $991.5M Q1 2025 Q2 2025: $1.1B $1.1B Q2 2025 Q3 2025: $1.2B Q3 2025 Q4 2025: $1.2B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $1.4B Q2 2026

Holdings 155 stocks · $1.1B
DFIC Dimensional International Co. 11.06% 3,842,841 $119.5M Reduce -1.1%
JCPB JPMorgan Core Plus Bond ETF 9.36% 2,148,587 $101.1M Add +11.5%
FBND Fidelity Total Bond ETF 8.25% 1,948,185 $89.1M Add +3.0%
SCHB Schwab US Broad Market ETF 8.15% 3,696,905 $88.1M Reduce -4.8%
IVV iShares Core S&P 500 ETF 7.88% 137,209 $85.2M Add +3.8%
AVEM Avantis Emerging Markets Eq 5.51% 868,539 $59.5M Add +0.1%
DFLV Dim US Large Cap Value ETF 5.49% 1,913,371 $59.4M Add +5.3%
SCHM Schwab US Mid Cap ETF 4.71% 1,813,315 $50.9M Reduce -3.9%
PKG Packaging Corp. of America 4.24% 243,148 $45.8M Add +5.4%
IJH iShares Core S&P Midcap ETF 3.95% 688,843 $42.7M Add +9.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 3.58% 139,511 $38.6M Add +2.4%
IJR iShares Core S&P Small-Cap E 2.44% 241,011 $26.3M Add +13.9%
SCHA Schwab US Small-Cap ETF 2.41% 1,030,250 $26.1M Reduce -2.6%
DFGR Dim Global Real Estate ETF 2.06% 831,157 $22.3M Add +2.9%
DFAT Dimensional US Target Value 1.86% 371,598 $20.1M Add +13.6%
AAPL Apple Inc. 1.32% 69,467 $14.3M Reduce -0.3%
BRK.B Berkshire Hathaway Inc. Class B 1.19% 26,389 $12.8M Reduce -0.4%
SCHZ Schwab US Aggregate Bond ETF 1.03% 478,742 $11.1M Reduce -3.0%
MSFT Microsoft Corp. 0.98% 21,360 $10.6M Reduce -1.6%
WMT Walmart Inc. 0.76% 84,377 $8.3M Reduce -0.2%
VOO Vanguard S&P 500 ETF 0.75% 14,176 $8.1M Add +11.0%
SCHF Schwab Intl Equity ETF 0.56% 272,765 $6.0M Reduce -4.9%
EFA iShares MSCI Eafe ETF 0.47% 56,507 $5.1M Reduce -2.8%
VEA Vanguard Ftse Developed ETF 0.41% 78,601 $4.5M Reduce -4.3%
IWB iShares Russell 1000 ETF 0.41% 13,053 $4.4M Add +9.9%
DFUV Dimensional US Marketwide Va 0.38% 96,558 $4.1M Reduce -0.0%
JMUB JPMorgan Municipal ETF 0.37% 79,795 $4.0M Reduce -19.5%
SCHX Schwab US Large-Cap ETF 0.36% 158,153 $3.9M Reduce -0.3%
VWO Vanguard Ftse Emerging Marke 0.34% 74,746 $3.7M Add +0.6%
TSLA Tesla Inc. 0.31% 10,698 $3.4M Add +4.2%
CIVB Civista Bancshares Inc. 0.31% 142,951 $3.3M Reduce -0.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.30% 5,227 $3.2M Add +1.8%
GLD SPDR Gold Shares 0.29% 10,425 $3.2M Add +0.9%
IWF iShares Russell 1000 Growth 0.29% 7,419 $3.1M Add +23.0%
JPM JPMorgan Chase & Co. 0.28% 10,502 $3.0M Add +1.3%
JAAA Janus Henderson Aaa Clo ETF 0.27% 58,396 $3.0M Add +18.1%
SCHP Schwab U.S. Tips ETF 0.27% 109,652 $2.9M Add +2.5%
BRK.A Berkshire Hathaway Inc. Class A 0.27% 4 $2.9M No change
IWR iShares Russell Mid-Cap ETF 0.27% 31,427 $2.9M Add +10.7%
EFV iShares MSCI Eafe Value ETF 0.26% 44,559 $2.8M Reduce -6.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.25% 9,563 $2.7M Add +30.6%
PRK Park National Corp. 0.24% 15,450 $2.6M Reduce -3.7%
AVLV Avantis US Large Cap Value 0.24% 37,347 $2.5M Add +644.0%
IWD iShares Russell 1000 Value E 0.17% 9,669 $1.9M Add +0.2%
NVDA Nvidia Corp. 0.17% 11,637 $1.8M Add +0.6%
ABBV Abbvie Inc. 0.17% 9,681 $1.8M Add +0.5%
AMZN Amazon.com Inc. 0.16% 7,750 $1.7M Reduce -1.0%
ET Energy Transfer LP 0.14% 85,184 $1.5M Add +0.1%
PG The Procter & Gamble Co. 0.14% 9,680 $1.5M Add +0.2%
LLY Eli Lilly & Co. 0.14% 1,928 $1.5M Reduce -0.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.14% 8,358 $1.5M Add +1.4%
VTI VG Morningstar TS MKT ETF-US 0.14% 4,832 $1.5M Add +1.2%
IVW iShares S&P 500 Growth ETF 0.13% 13,007 $1.4M Reduce -2.9%
XOM Exxon Mobil Corp. 0.12% 12,235 $1.3M Reduce -1.1%
VSS Vanguard Ftse All Wo X-US SC 0.12% 9,801 $1.3M Add +0.8%
SMMU PIMCO SHRT TRM Muni BND ETF 0.11% 24,324 $1.2M Add +42.0%
GOOGL Alphabet Inc. Class A 0.11% 6,924 $1.2M Reduce -0.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.11% 2,744 $1.2M Reduce -14.8%
TXN Texas Instruments Inc. 0.11% 5,791 $1.2M No change
IWM iShares Russell 2000 ETF 0.11% 5,441 $1.2M Reduce -0.2%
ABT Abbott Laboratories 0.10% 8,173 $1.1M Reduce -2.7%
IVOO Vanguard S&P Mid-Cap 400 ETF 0.10% 9,954 $1.0M No change
AMAT Applied Materials Inc. 0.09% 5,180 $948K No change
VEU Vanguard Ftse All-World Ex-U 0.08% 13,477 $906K Reduce -0.5%
ECL Ecolab Inc. 0.08% 3,177 $856K No change
WOR Worthington Enterprises Inc. 0.08% 13,431 $855K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.07% 4,805 $790K Add +75.8%
ETN Eaton Corp. PLC 0.07% 2,211 $789K Reduce -1.4%
SCHG Schwab US Large-Cap Growth 0.07% 26,848 $784K Reduce -7.7%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.07% 8,478 $772K Add +0.3%
JNJ Johnson & Johnson 0.07% 4,915 $751K Reduce -0.2%
NFLX Netflix Inc. 0.07% 553 $741K Add +0.6%
DE Deere & Co. 0.07% 1,450 $737K Add +29.6%
CAT Caterpillar Inc. 0.07% 1,845 $716K Reduce -1.8%
HBAN Huntington Bancshares Inc. 0.06% 36,546 $612K Add +0.1%
CINF Cincinnati Financial Corp. 0.06% 4,052 $603K No change
QQQ Invesco QQQ Trust Series 1 0.06% 1,094 $603K Add +0.4%
GOOG Alphabet Inc. Class C 0.05% 3,314 $588K Add +9.6%
DVY iShares Select Dividend ETF 0.05% 4,392 $583K No change
PULS Pgim Ultra Short Bond ETF 0.05% 11,701 $582K Add +60.0%
JBBB Janus Henderson B-BBB Clo Et 0.05% 11,844 $571K Reduce -3.8%
AGG iShares Core U.S. Aggregate 0.05% 5,578 $553K Reduce -5.2%
UNH Unitedhealth Group Inc. 0.05% 1,754 $547K Add +23.8%
SPXL Direxion Daily S&P 500 Bull 0.05% 3,088 $536K Reduce -4.8%
AEP American Electric Power 0.05% 4,998 $519K Reduce -3.0%
META Meta Platforms Inc. Class A 0.05% 701 $518K Add +7.0%
SCHH Schwab US REIT ETF 0.05% 23,412 $495K Add +15.2%
MCD McDonald's Corp. 0.05% 1,695 $495K No change
HD Home Depot Inc. 0.05% 1,349 $494K Add +2.2%
DGRO iShares Core Dividend Growth 0.05% 7,692 $492K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.04% 6,470 $470K Add +0.4%
MRK Merck & Co. Inc. 0.04% 5,773 $457K Add +2.3%
IAGG iShares Intl Aggregate Bond 0.04% 8,943 $457K Reduce -22.6%
IWV iShares Russell 3000 ETF 0.04% 1,232 $432K No change
CVX Chevron Corp. 0.04% 2,929 $419K Add +0.7%
SCHE Schwab Emrg Mrkts Eqty ETF 0.04% 13,860 $418K Reduce -2.2%
VIOO Vanguard S&P Small-Cap 600 E 0.04% 4,126 $418K Add +7.6%
AMGN Amgen Inc. 0.04% 1,480 $413K No change
EEM iShares MSCI Emerging Market 0.04% 8,516 $411K No change
PRF Invesco Rafi US 1000 ETF 0.04% 9,536 $403K No change
WYY Widepoint Corp. 0.04% 117,748 $403K Add +28.2%
AVUV Avantis US Small Cap Value 0.04% 4,405 $401K New
MTD Mettler-Toledo International 0.04% 336 $395K Reduce -11.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 3,153 $391K Reduce -6.5%
IBP Installed Building Products 0.04% 2,110 $380K Add +0.5%
GSLC Goldman Activebeta US LC ETF 0.03% 3,085 $374K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 7,811 $370K Add +0.5%
SCHC Schwab Intl Small-Cap Equity 0.03% 8,517 $363K Reduce -6.7%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.03% 1,834 $358K Add +0.3%
BIL SS SPDR BB 1-3M T-Bill ETF 0.03% 3,874 $355K No change
VHT Vanguard Health Care ETF 0.03% 1,429 $355K Reduce -10.8%
COST Costco Wholesale Corp. 0.03% 358 $354K Add +1.4%
VGT Vanguard Info Tech ETF 0.03% 526 $349K No change
LMT Lockheed Martin Corp. 0.03% 734 $340K Add +25.5%
VTIP Vanguard Short-Term Tips 0.03% 6,604 $332K Reduce -3.5%
DFAC Dimensional US Core Equity 2 0.03% 9,240 $331K No change
PDN Inv Rafi Dev MKT US SM-Usdin 0.03% 8,069 $314K Add +3.0%
NKE Nike Inc. Class B 0.03% 4,270 $303K Add +3.8%
IJT iShares S&P Small-Cap 600 GR 0.03% 2,279 $303K Add +25.1%
ACWI iShares MSCI Acwi ETF 0.03% 2,351 $302K Add +13.3%
XLF SS Financial Select Sector 0.03% 5,672 $297K No change
GEF Greif Inc. Class A 0.03% 4,563 $297K No change
DTE DTE Energy Company 0.03% 2,133 $283K No change
UPST Upstart Holdings Inc. 0.03% 4,210 $272K New
WS Worthington Steel Inc. 0.02% 8,839 $264K No change
XLE SS Energy Select Sector 0.02% 3,084 $262K Add +7.0%
AVDE Avantis International Equity 0.02% 3,506 $259K New
PLTR Palantir Technologies Inc. Class A 0.02% 1,870 $255K New
T AT&T Inc. 0.02% 8,701 $252K New
VZ Verizon Communications Inc. 0.02% 5,578 $241K Reduce -1.8%
BSV Vanguard Short-Term Bond ETF 0.02% 3,062 $241K Reduce -60.4%
MMM 3M Co. 0.02% 1,580 $240K Add +1.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.02% 799 $236K New
UNP Union Pacific Corp. 0.02% 986 $227K Add +0.9%
VPU Vanguard Utilities ETF 0.02% 1,254 $221K No change
STWD Starwood Property Trust Inc. 0.02% 10,903 $219K No change
MDT Medtronic PLC 0.02% 2,471 $215K Add +1.8%
FDN First Trust DJ Internet Ind 0.02% 795 $214K New
USO United States Oil Fund LP 0.02% 2,925 $214K No change
TIP iShares Tips Bond ETF 0.02% 1,903 $209K Reduce -2.9%
PLD Prologis Inc. 0.02% 1,966 $207K Add +3.5%
PEP Pepsico Inc. 0.02% 1,559 $206K Add +3.6%
VXUS Vanguard Total Intl Stock 0.02% 2,972 $205K New
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.02% 712 $202K Reduce -16.8%
SO The Southern Co. 0.02% 2,200 $202K No change
HON Honeywell International Inc. 0.02% 862 $201K New
XCHYX Calamos Convert & High Inc. 0.02% 16,489 $181K No change
MPX Marine Products Corp. 0.01% 11,250 $96K Add +2.1%
UA Under Armour Inc. Class C 0.01% 13,003 $84K No change
AGL Agilon Health Inc. 0.00% 16,569 $38K No change
GERN Geron Corp. 0.00% 27,000 $38K New
MYO Myomo Inc. 0.00% 15,000 $32K Add +50.0%
FNGR Fingermotion Inc. 0.00% 14,500 $29K Reduce -7.6%
CDLX Cardlytics Inc. 0.00% 14,000 $23K No change
JYD Jayud Global Logistics Ltd. Class A 0.00% 17,762 $4K Reduce -28.9%

Portfolio Sells Q1 2025 → Q2 2025
SCHM Schwab US Mid Cap ETF Reduce -3.9% 4.71% −0.28
SCHB Schwab US Broad Market ETF Reduce -4.8% 8.15% −0.28
AAPL Apple Inc. Reduce -0.3% 1.32% −0.24
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.4% 1.19% −0.24
JMUB JPMorgan Municipal ETF Reduce -19.5% 0.37% −0.13
SCHZ Schwab US Aggregate Bond ETF Reduce -3.0% 1.03% −0.12
SCHA Schwab US Small-Cap ETF Reduce -2.6% 2.41% −0.09
BSV Vanguard Short-Term Bond ETF Reduce -60.4% 0.02% −0.04
XOM Exxon Mobil Corp. Reduce -1.1% 0.12% −0.03
CENTA Central Garden and Pet Co. Class A Sold out 0.00% −0.02
DFUV Dimensional US Marketwide Va Reduce -0.0% 0.38% −0.02
LLY Eli Lilly & Co. Reduce -0.5% 0.14% −0.02
SBUX Starbucks Corp. Sold out 0.00% −0.02
EFV iShares MSCI Eafe Value ETF Reduce -6.6% 0.26% −0.02
AVGO Broadcom Inc. Sold out 0.00% −0.02
JYD Jayud Global Logistics Ltd. Class A Reduce -28.9% 0.00% −0.02
IAGG iShares Intl Aggregate Bond Reduce -22.6% 0.04% −0.02
SCHF Schwab Intl Equity ETF Reduce -4.9% 0.56% −0.01
JNJ Johnson & Johnson Reduce -0.2% 0.07% −0.01
EFA iShares MSCI Eafe ETF Reduce -2.8% 0.47% −0.01
VHT Vanguard Health Care ETF Reduce -10.8% 0.03% −0.01
ABT Abbott Laboratories Reduce -2.7% 0.10% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -14.8% 0.11% −0.01
AEP American Electric Power Reduce -3.0% 0.05% −0.01
MTD Mettler-Toledo International Reduce -11.6% 0.04% −0.01
JBBB Janus Henderson B-BBB Clo Et Reduce -3.8% 0.05% −0.01
AGG iShares Core U.S. Aggregate Reduce -5.2% 0.05% −0.01
VEA Vanguard Ftse Developed ETF Reduce -4.3% 0.41% −0.01
PRK Park National Corp. Reduce -3.7% 0.24% −0.01
VTIP Vanguard Short-Term Tips Reduce -3.5% 0.03% −0.00
VZ Verizon Communications Inc. Reduce -1.8% 0.02% −0.00
TIP iShares Tips Bond ETF Reduce -2.9% 0.02% −0.00
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -16.8% 0.02% −0.00
IWM iShares Russell 2000 ETF Reduce -0.2% 0.11% −0.00
SCHG Schwab US Large-Cap Growth Reduce -7.7% 0.07% −0.00
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -2.2% 0.04% −0.00
SCHC Schwab Intl Small-Cap Equity Reduce -6.7% 0.03% +0.00
FNGR Fingermotion Inc. Reduce -7.6% 0.00% +0.00
VEU Vanguard Ftse All-World Ex-U Reduce -0.5% 0.08% +0.00
DIS The Walt Disney Co. Reduce -6.5% 0.04% +0.00
SPXL Direxion Daily S&P 500 Bull Reduce -4.8% 0.05% +0.00
CAT Caterpillar Inc. Reduce -1.8% 0.07% +0.00
SCHX Schwab US Large-Cap ETF Reduce -0.3% 0.36% +0.00
GOOGL Alphabet Inc. Class A Reduce -0.3% 0.11% +0.00
AMZN Amazon.com Inc. Reduce -1.0% 0.16% +0.01
IVW iShares S&P 500 Growth ETF Reduce -2.9% 0.13% +0.01
ETN Eaton Corp. PLC Reduce -1.4% 0.07% +0.01
WMT Walmart Inc. Reduce -0.2% 0.76% +0.01
CIVB Civista Bancshares Inc. Reduce -0.4% 0.31% +0.02
MSFT Microsoft Corp. Reduce -1.6% 0.98% +0.16

Portfolio Buys Q1 2025 → Q2 2025
IVV iShares Core S&P 500 ETF Add +3.8% 7.88% +0.39
AVEM Avantis Emerging Markets Eq Add +0.1% 5.51% +0.25
IJH iShares Core S&P Midcap ETF Add +9.1% 3.95% +0.24
JCPB JPMorgan Core Plus Bond ETF Add +11.5% 9.36% +0.22
IJR iShares Core S&P Small-Cap E Add +13.9% 2.44% +0.21
AVLV Avantis US Large Cap Value Add +644.0% 0.24% +0.20
DFAT Dimensional US Target Value Add +13.6% 1.86% +0.16
VBK Van Morst SML-Cap Gro-Usd Inc. Add +2.4% 3.58% +0.11
VOO Vanguard S&P 500 ETF Add +11.0% 0.75% +0.08
IWF iShares Russell 1000 Growth Add +23.0% 0.29% +0.07
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +30.6% 0.25% +0.06
TSLA Tesla Inc. Add +4.2% 0.31% +0.05
NVDA Nvidia Corp. Add +0.6% 0.17% +0.04
IWB iShares Russell 1000 ETF Add +9.9% 0.41% +0.04
AVUV Avantis US Small Cap Value New 0.04% +0.04
VOE Vngrd Mrngstr MD-Cap Val ETF Add +75.8% 0.07% +0.03
SMMU PIMCO SHRT TRM Muni BND ETF Add +42.0% 0.11% +0.03
JPM JPMorgan Chase & Co. Add +1.3% 0.28% +0.03
UPST Upstart Holdings Inc. New 0.03% +0.03
AVDE Avantis International Equity New 0.02% +0.02
IWR iShares Russell Mid-Cap ETF Add +10.7% 0.27% +0.02
PLTR Palantir Technologies Inc. Class A New 0.02% +0.02
T AT&T Inc. New 0.02% +0.02
IBM Intl Business Machines Corp. New 0.02% +0.02
JAAA Janus Henderson Aaa Clo ETF Add +18.1% 0.27% +0.02
FDN First Trust DJ Internet Ind New 0.02% +0.02
VXUS Vanguard Total Intl Stock New 0.02% +0.02
HON Honeywell International Inc. New 0.02% +0.02
PULS Pgim Ultra Short Bond ETF Add +60.0% 0.05% +0.02
NFLX Netflix Inc. Add +0.6% 0.07% +0.02
DE Deere & Co. Add +29.6% 0.07% +0.02
META Meta Platforms Inc. Class A Add +7.0% 0.05% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +1.8% 0.30% +0.01
VSS Vanguard Ftse All Wo X-US SC Add +0.8% 0.12% +0.01
GOOG Alphabet Inc. Class C Add +9.6% 0.05% +0.01
WYY Widepoint Corp. Add +28.2% 0.04% +0.01
IJT iShares S&P Small-Cap 600 GR Add +25.1% 0.03% +0.01
LMT Lockheed Martin Corp. Add +25.5% 0.03% +0.01
QQQ Invesco QQQ Trust Series 1 Add +0.4% 0.06% +0.00
ACWI iShares MSCI Acwi ETF Add +13.3% 0.03% +0.00
GERN Geron Corp. New 0.00% +0.00
VTI VG Morningstar TS MKT ETF-US Add +1.2% 0.14% +0.00
VWO Vanguard Ftse Emerging Marke Add +0.6% 0.34% +0.00
PDN Inv Rafi Dev MKT US SM-Usdin Add +3.0% 0.03% +0.00
NKE Nike Inc. Class B Add +3.8% 0.03% +0.00
SCHH Schwab US REIT ETF Add +15.2% 0.05% +0.00
BAC Bank of America Corp. Add +0.5% 0.03% +0.00
HBAN Huntington Bancshares Inc. Add +0.1% 0.06% +0.00
VIOO Vanguard S&P Small-Cap 600 E Add +7.6% 0.04% +0.00
SPYM Ste STR SPDR PT S&P 500 ETF Add +0.4% 0.04% +0.00

Options Activity Q1 2025 → Q2 2025
FNGR Fingermotion Inc. call Sold out 12,000 $1Kbefore exit

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 172$1.4BDFIC, IVV, JCPB, FBND, DFLV
Q1 2026 169$1.3BDFIC, JCPB, IVV, FBND, DFLV
Q4 2025 166$1.2BDFIC, JCPB, IVV, FBND, SCHB
Q3 2025 158$1.2BDFIC, JCPB, IVV, FBND, SCHB
Q2 2025 155$1.1BDFIC, JCPB, FBND, SCHB, IVV
Q1 2025 148$991.5MDFIC, JCPB, FBND, SCHB, IVV
Q4 2024 148$906.0MDFIC, SCHB, FBND, IVV, SCHM
Q3 2024 149$888.3MDFIC, SCHB, FBND, IVV, SCHM
Q2 2024 147$804.1MDFIC, SCHB, IVV, FBND, SCHM
Q1 2024 150$716.9MDFIC, SCHB, IVV, SCHM, AVEM