Summit Financial Strategies, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), Summit Financial Strategies, Inc. reported 158 stock positions worth $1.2 billion. Its top holding was Dimensional International (DFIC) at 10.8% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 9.3%) and iShares Core S&P 500 ETF (IVV, 8.2%). Compared with Q2 2025, it opened 6 new positions, sold out of 3, added to 46 and reduced 61. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +4%) and the biggest sale Schwab US Broad Market ETF (SCHB, shares −4%).

Most Recent 13F
Q2 2026
Location
Columbus, OH
CIK
0001625246
Portfolio Value
$1.2B (Q3 2025)
SEC Filing
0001172661-25-004368 ↗ filed Oct 22, 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 Q2 2025 Q3 2025: $1.2B $1.2B Q3 2025 Q4 2025: $1.2B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $1.4B Q2 2026

Holdings 158 stocks · $1.2B
DFIC Dimensional International Co. 10.81% 3,845,476 $126.1M Add +0.1%
JCPB JPMorgan Core Plus Bond ETF 9.29% 2,279,496 $108.4M Add +6.1%
IVV iShares Core S&P 500 ETF 8.16% 142,156 $95.1M Add +3.6%
FBND Fidelity Total Bond ETF 7.95% 2,005,230 $92.7M Add +2.9%
SCHB Schwab US Broad Market ETF 7.81% 3,542,152 $91.1M Reduce -4.2%
DFLV Dim US Large Cap Value ETF 5.66% 2,007,278 $66.0M Add +4.9%
AVEM Avantis Emerging Markets Eq 5.54% 859,984 $64.6M Reduce -1.0%
PKG Packaging Corp. of America 4.54% 243,148 $53.0M No change
SCHM Schwab US Mid Cap ETF 4.38% 1,723,095 $51.1M Reduce -5.0%
IJH iShares Core S&P Midcap ETF 4.22% 753,817 $49.2M Add +9.4%
VBK Van Morst SML-Cap Gro-Usd Inc. 3.57% 140,062 $41.7M Add +0.4%
IJR iShares Core S&P Small-Cap E 2.62% 257,159 $30.6M Add +6.7%
SCHA Schwab US Small-Cap ETF 2.39% 998,798 $27.9M Reduce -3.0%
DFGR Dim Global Real Estate ETF 2.04% 869,361 $23.7M Add +4.6%
DFAT Dimensional US Target Value 1.93% 387,662 $22.6M Add +4.3%
AAPL Apple Inc. 1.49% 68,376 $17.4M Reduce -1.6%
BRK.B Berkshire Hathaway Inc. Class B 1.14% 26,411 $13.3M Add +0.1%
MSFT Microsoft Corp. 0.95% 21,442 $11.1M Add +0.4%
SCHZ Schwab US Aggregate Bond ETF 0.94% 465,278 $10.9M Reduce -2.8%
VOO Vanguard S&P 500 ETF 0.76% 14,471 $8.9M Add +2.1%
WMT Walmart Inc. 0.74% 83,685 $8.6M Reduce -0.8%
SCHF Schwab Intl Equity ETF 0.53% 267,958 $6.2M Reduce -1.8%
JMUB JPMorgan Municipal ETF 0.52% 119,851 $6.0M Add +50.2%
EFA iShares MSCI Eafe ETF 0.44% 55,561 $5.2M Reduce -1.7%
VEA Vanguard Ftse Developed ETF 0.40% 78,485 $4.7M Reduce -0.1%
IWB iShares Russell 1000 ETF 0.40% 12,785 $4.7M Reduce -2.0%
TSLA Tesla Inc. 0.39% 10,224 $4.5M Reduce -4.4%
DFUV Dimensional US Marketwide Va 0.37% 96,558 $4.3M No change
SCHX Schwab US Large-Cap ETF 0.36% 158,218 $4.2M Add +0.0%
VWO Vanguard Ftse Emerging Marke 0.34% 73,477 $4.0M Reduce -1.7%
IWF iShares Russell 1000 Growth 0.32% 8,004 $3.7M Add +7.9%
GLD SPDR Gold Shares 0.31% 10,235 $3.6M Reduce -1.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.30% 5,233 $3.5M Add +0.1%
JAAA Janus Henderson Aaa Clo ETF 0.29% 67,245 $3.4M Add +15.2%
JPM JPMorgan Chase & Co. 0.28% 10,211 $3.2M Reduce -2.8%
IWR iShares Russell Mid-Cap ETF 0.26% 31,395 $3.0M Reduce -0.1%
BRK.A Berkshire Hathaway Inc. Class A 0.26% 4 $3.0M No change
SCHP Schwab U.S. Tips ETF 0.25% 109,797 $3.0M Add +0.1%
CIVB Civista Bancshares Inc. 0.25% 142,856 $2.9M Reduce -0.1%
EFV iShares MSCI Eafe Value ETF 0.25% 42,259 $2.9M Reduce -5.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.24% 9,662 $2.8M Add +1.0%
AVLV Avantis US Large Cap Value 0.23% 36,821 $2.7M Reduce -1.4%
PRK Park National Corp. 0.22% 15,447 $2.5M Reduce -0.0%
NVDA Nvidia Corp. 0.19% 11,863 $2.2M Add +1.9%
ABBV Abbvie Inc. 0.19% 9,494 $2.2M Reduce -1.9%
IWD iShares Russell 1000 Value E 0.17% 9,707 $2.0M Add +0.4%
GOOGL Alphabet Inc. Class A 0.15% 6,978 $1.7M Add +0.8%
AMZN Amazon.com Inc. 0.15% 7,719 $1.7M Reduce -0.4%
VTI VG Morningstar TS MKT ETF-US 0.14% 4,960 $1.6M Add +2.6%
IVW iShares S&P 500 Growth ETF 0.13% 13,007 $1.6M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.13% 8,360 $1.6M Add +0.0%
SMMU PIMCO SHRT TRM Muni BND ETF 0.13% 29,185 $1.5M Add +20.0%
LLY Eli Lilly & Co. 0.13% 1,930 $1.5M Add +0.1%
PG The Procter & Gamble Co. 0.13% 9,539 $1.5M Reduce -1.5%
ET Energy Transfer LP 0.12% 84,733 $1.5M Reduce -0.5%
VSS Vanguard Ftse All Wo X-US SC 0.12% 10,072 $1.4M Add +2.8%
XOM Exxon Mobil Corp. 0.11% 11,835 $1.3M Reduce -3.3%
IWM iShares Russell 2000 ETF 0.11% 5,441 $1.3M No change
VUG Vanguard Mrngstar GR ETF-Sui 0.10% 2,376 $1.1M Reduce -13.4%
IVOO Vanguard S&P Mid-Cap 400 ETF 0.09% 9,954 $1.1M No change
ABT Abbott Laboratories 0.09% 8,147 $1.1M Reduce -0.3%
TXN Texas Instruments Inc. 0.09% 5,791 $1.1M No change
AMAT Applied Materials Inc. 0.09% 5,180 $1.1M No change
GOOG Alphabet Inc. Class C 0.08% 4,043 $985K Add +22.0%
VEU Vanguard Ftse All-World Ex-U 0.08% 13,334 $952K Reduce -1.1%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.08% 8,478 $924K No change
JNJ Johnson & Johnson 0.08% 4,857 $901K Reduce -1.2%
CAT Caterpillar Inc. 0.08% 1,845 $880K No change
ECL Ecolab Inc. 0.07% 3,177 $870K No change
SCHG Schwab US Large-Cap Growth 0.07% 26,848 $857K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.07% 4,855 $848K Add +1.0%
ETN Eaton Corp. PLC 0.07% 2,193 $821K Reduce -0.8%
WOR Worthington Enterprises Inc. 0.06% 13,429 $745K Reduce -0.0%
SPYM Ste STR SPDR PT S&P 500 ETF 0.06% 9,453 $741K Add +46.1%
QQQ Invesco QQQ Trust Series 1 0.06% 1,171 $703K Add +7.0%
NFLX Netflix Inc. 0.06% 580 $695K Add +4.9%
HBAN Huntington Bancshares Inc. 0.06% 38,158 $659K Add +4.4%
CINF Cincinnati Financial Corp. 0.05% 4,052 $641K No change
PULS Pgim Ultra Short Bond ETF 0.05% 12,695 $633K Add +8.5%
DVY iShares Select Dividend ETF 0.05% 4,392 $624K No change
UNH Unitedhealth Group Inc. 0.05% 1,737 $600K Reduce -1.0%
WYY Widepoint Corp. 0.05% 117,748 $582K No change
JBBB Janus Henderson B-BBB Clo Et 0.05% 11,965 $576K Add +1.0%
DE Deere & Co. 0.05% 1,254 $573K Reduce -13.5%
AEP American Electric Power 0.05% 4,998 $562K No change
SPXL Direxion Daily S&P 500 Bull 0.05% 2,600 $551K Reduce -15.8%
AGG iShares Core U.S. Aggregate 0.05% 5,335 $535K Reduce -4.4%
HD Home Depot Inc. 0.05% 1,320 $535K Reduce -2.1%
DGRO iShares Core Dividend Growth 0.04% 7,717 $525K Add +0.3%
IBP Installed Building Products 0.04% 2,110 $520K No change
IAGG iShares Intl Aggregate Bond 0.04% 9,944 $509K Add +11.2%
SCHH Schwab US REIT ETF 0.04% 22,833 $493K Reduce -2.5%
MCD McDonald's Corp. 0.04% 1,594 $484K Reduce -6.0%
MRK Merck & Co. Inc. 0.04% 5,697 $478K Reduce -1.3%
IWV iShares Russell 3000 ETF 0.04% 1,232 $467K No change
VIOO Vanguard S&P Small-Cap 600 E 0.04% 4,118 $455K Reduce -0.2%
EEM iShares MSCI Emerging Market 0.04% 8,516 $455K No change
CVX Chevron Corp. 0.04% 2,908 $452K Reduce -0.7%
SCHE Schwab Emrg Mrkts Eqty ETF 0.04% 13,343 $445K Reduce -3.7%
AVUV Avantis US Small Cap Value 0.04% 4,405 $438K No change
META Meta Platforms Inc. Class A 0.04% 596 $437K Reduce -15.0%
PRF Invesco Rafi US 1000 ETF 0.04% 9,536 $431K No change
PLTR Palantir Technologies Inc. Class A 0.04% 2,296 $419K Add +22.8%
AMGN Amgen Inc. 0.04% 1,480 $418K No change
MTD Mettler-Toledo International 0.04% 336 $412K No change
GSLC Goldman Activebeta US LC ETF 0.03% 3,085 $402K No change
VGT Vanguard Info Tech ETF 0.03% 526 $393K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.03% 1,826 $381K Reduce -0.4%
EFG iShares MSCI Eafe Growth ETF 0.03% 3,269 $372K New
SCHC Schwab Intl Small-Cap Equity 0.03% 8,068 $367K Reduce -5.3%
COST Costco Wholesale Corp. 0.03% 395 $366K Add +10.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.03% 3,151 $361K Reduce -0.1%
DFAC Dimensional US Core Equity 2 0.03% 9,240 $356K No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.03% 3,874 $355K No change
LMT Lockheed Martin Corp. 0.03% 691 $345K Reduce -5.9%
VTIP Vanguard Short-Term Tips 0.03% 6,701 $339K Add +1.5%
PDN Inv Rafi Dev MKT US SM-Usdin 0.03% 7,951 $327K Reduce -1.5%
ACWI iShares MSCI Acwi ETF 0.03% 2,351 $325K No change
VHT Vanguard Health Care ETF 0.03% 1,240 $322K Reduce -13.2%
IJT iShares S&P Small-Cap 600 GR 0.03% 2,224 $315K Reduce -2.4%
XLF SS Financial Select Sector 0.03% 5,700 $307K Add +0.5%
DTE DTE Energy Company 0.03% 2,133 $302K No change
NKE Nike Inc. Class B 0.03% 4,270 $298K No change
XLE SS Energy Select Sector 0.02% 3,149 $281K Add +2.1%
AVDE Avantis International Equity 0.02% 3,506 $277K No change
GEF Greif Inc. Class A 0.02% 4,563 $273K No change
WS Worthington Steel Inc. 0.02% 8,771 $267K Reduce -0.8%
MMM 3M Co. 0.02% 1,580 $245K No change
TSM Taiwan Semiconductor-SP ADR 0.02% 875 $244K New
T AT&T Inc. 0.02% 8,643 $244K Reduce -0.7%
VZ Verizon Communications Inc. 0.02% 5,484 $241K Reduce -1.7%
VPU Vanguard Utilities ETF 0.02% 1,254 $238K No change
MDT Medtronic PLC 0.02% 2,428 $231K Reduce -1.7%
GE General Electric filed as GE AEROSPACE 0.02% 757 $228K New
FDN First Trust DJ Internet Ind 0.02% 795 $222K No change
TIP iShares Tips Bond ETF 0.02% 1,974 $219K Add +3.7%
VXUS Vanguard Total Intl Stock 0.02% 2,970 $218K Reduce -0.1%
PLD Prologis Inc. 0.02% 1,900 $218K Reduce -3.4%
IUSG iShares Core S&P U.S. Growth 0.02% 1,320 $217K New
USO United States Oil Fund LP 0.02% 2,925 $216K No change
BSV Vanguard Short-Term Bond ETF 0.02% 2,722 $215K Reduce -11.1%
UPST Upstart Holdings Inc. 0.02% 4,210 $214K No change
UNP Union Pacific Corp. 0.02% 900 $213K Reduce -8.7%
ETR Entergy Corp. 0.02% 2,258 $210K New
SO The Southern Co. 0.02% 2,200 $208K No change
STWD Starwood Property Trust Inc. 0.02% 10,718 $208K Reduce -1.7%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.02% 705 $207K Reduce -1.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.02% 729 $206K Reduce -8.8%
DFEM Dimensional Emrg MRKT Core 0.02% 6,296 $202K New
XCHYX Calamos Convert & High Inc. 0.02% 16,489 $185K No change
MPX Marine Products Corp. 0.01% 11,256 $100K Add +0.1%
UA Under Armour Inc. Class C 0.01% 13,003 $63K No change
GERN Geron Corp. 0.00% 27,000 $37K No change
CDLX Cardlytics Inc. 0.00% 14,000 $34K No change
FNGR Fingermotion Inc. 0.00% 15,200 $24K Add +4.8%
AGL Agilon Health Inc. 0.00% 16,569 $17K No change
MYO Myomo Inc. 0.00% 15,000 $13K No change
JYD Jayud Global Logistics Ltd. Class A 0.00% 17,762 $2K No change

Portfolio Sells Q2 2025 → Q3 2025
SCHB Schwab US Broad Market ETF Reduce -4.2% 7.81% −0.35
SCHM Schwab US Mid Cap ETF Reduce -5.0% 4.38% −0.33
SCHZ Schwab US Aggregate Bond ETF Reduce -2.8% 0.94% −0.09
CIVB Civista Bancshares Inc. Reduce -0.1% 0.25% −0.06
BAC Bank of America Corp. Sold out 0.00% −0.03
WMT Walmart Inc. Reduce -0.8% 0.74% −0.02
PRK Park National Corp. Reduce -0.0% 0.22% −0.02
SCHA Schwab US Small-Cap ETF Reduce -3.0% 2.39% −0.02
SCHF Schwab Intl Equity ETF Reduce -1.8% 0.53% −0.02
EFA iShares MSCI Eafe ETF Reduce -1.7% 0.44% −0.02
DE Deere & Co. Reduce -13.5% 0.05% −0.02
PEP Pepsico Inc. Sold out 0.00% −0.02
HON Honeywell International Inc. Sold out 0.00% −0.02
ET Energy Transfer LP Reduce -0.5% 0.12% −0.02
PG The Procter & Gamble Co. Reduce -1.5% 0.13% −0.02
EFV iShares MSCI Eafe Value ETF Reduce -5.2% 0.25% −0.02
WOR Worthington Enterprises Inc. Reduce -0.0% 0.06% −0.02
VUG Vanguard Mrngstar GR ETF-Sui Reduce -13.4% 0.10% −0.01
AMZN Amazon.com Inc. Reduce -0.4% 0.15% −0.01
VEA Vanguard Ftse Developed ETF Reduce -0.1% 0.40% −0.01
META Meta Platforms Inc. Class A Reduce -15.0% 0.04% −0.01
IWB iShares Russell 1000 ETF Reduce -2.0% 0.40% −0.01
ABT Abbott Laboratories Reduce -0.3% 0.09% −0.01
AVLV Avantis US Large Cap Value Reduce -1.4% 0.23% −0.01
XOM Exxon Mobil Corp. Reduce -3.3% 0.11% −0.01
IWR iShares Russell Mid-Cap ETF Reduce -0.1% 0.26% −0.01
JPM JPMorgan Chase & Co. Reduce -2.8% 0.28% −0.01
AGG iShares Core U.S. Aggregate Reduce -4.4% 0.05% −0.01
DIS The Walt Disney Co. Reduce -0.1% 0.03% −0.01
VHT Vanguard Health Care ETF Reduce -13.2% 0.03% −0.01
MCD McDonald's Corp. Reduce -6.0% 0.04% −0.00
IBM Intl Business Machines Corp. Reduce -8.8% 0.02% −0.00
BSV Vanguard Short-Term Bond ETF Reduce -11.1% 0.02% −0.00
SCHH Schwab US REIT ETF Reduce -2.5% 0.04% −0.00
UNP Union Pacific Corp. Reduce -8.7% 0.02% −0.00
ETN Eaton Corp. PLC Reduce -0.8% 0.07% −0.00
STWD Starwood Property Trust Inc. Reduce -1.7% 0.02% −0.00
T AT&T Inc. Reduce -0.7% 0.02% −0.00
SPXL Direxion Daily S&P 500 Bull Reduce -15.8% 0.05% −0.00
VEU Vanguard Ftse All-World Ex-U Reduce -1.1% 0.08% −0.00
SCHC Schwab Intl Small-Cap Equity Reduce -5.3% 0.03% −0.00
LMT Lockheed Martin Corp. Reduce -5.9% 0.03% −0.00
VZ Verizon Communications Inc. Reduce -1.7% 0.02% −0.00
WS Worthington Steel Inc. Reduce -0.8% 0.02% −0.00
MRK Merck & Co. Inc. Reduce -1.3% 0.04% −0.00
IJT iShares S&P Small-Cap 600 GR Reduce -2.4% 0.03% −0.00
PDN Inv Rafi Dev MKT US SM-Usdin Reduce -1.5% 0.03% −0.00
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -1.0% 0.02% −0.00
VWO Vanguard Ftse Emerging Marke Reduce -1.7% 0.34% −0.00
PLD Prologis Inc. Reduce -3.4% 0.02% −0.00

Portfolio Buys Q2 2025 → Q3 2025
IVV iShares Core S&P 500 ETF Add +3.6% 8.16% +0.27
IJH iShares Core S&P Midcap ETF Add +9.4% 4.22% +0.26
IJR iShares Core S&P Small-Cap E Add +6.7% 2.62% +0.18
DFLV Dim US Large Cap Value ETF Add +4.9% 5.66% +0.17
JMUB JPMorgan Municipal ETF Add +50.2% 0.52% +0.15
DFAT Dimensional US Target Value Add +4.3% 1.93% +0.08
GOOGL Alphabet Inc. Class A Add +0.8% 0.15% +0.03
EFG iShares MSCI Eafe Growth ETF New 0.03% +0.03
GOOG Alphabet Inc. Class C Add +22.0% 0.08% +0.03
IWF iShares Russell 1000 Growth Add +7.9% 0.32% +0.03
TSM Taiwan Semiconductor-SP ADR New 0.02% +0.02
SPYM Ste STR SPDR PT S&P 500 ETF Add +46.1% 0.06% +0.02
NVDA Nvidia Corp. Add +1.9% 0.19% +0.02
GE General Electric New 0.02% +0.02
IUSG iShares Core S&P U.S. Growth New 0.02% +0.02
JAAA Janus Henderson Aaa Clo ETF Add +15.2% 0.29% +0.02
ETR Entergy Corp. New 0.02% +0.02
DFEM Dimensional Emrg MRKT Core New 0.02% +0.02
VOO Vanguard S&P 500 ETF Add +2.1% 0.76% +0.01
SMMU PIMCO SHRT TRM Muni BND ETF Add +20.0% 0.13% +0.01
PLTR Palantir Technologies Inc. Class A Add +22.8% 0.04% +0.01
QQQ Invesco QQQ Trust Series 1 Add +7.0% 0.06% +0.00
VTI VG Morningstar TS MKT ETF-US Add +2.6% 0.14% +0.00
IAGG iShares Intl Aggregate Bond Add +11.2% 0.04% +0.00
VSS Vanguard Ftse All Wo X-US SC Add +2.8% 0.12% +0.00
PULS Pgim Ultra Short Bond ETF Add +8.5% 0.05% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 0.30% 0.00
XLE SS Energy Select Sector Add +2.1% 0.02% −0.00
HBAN Huntington Bancshares Inc. Add +4.4% 0.06% −0.00
MPX Marine Products Corp. Add +0.1% 0.01% −0.00
DGRO iShares Core Dividend Growth Add +0.3% 0.04% −0.00
SCHX Schwab US Large-Cap ETF Add +0.0% 0.36% −0.00
VOE Vngrd Mrngstr MD-Cap Val ETF Add +1.0% 0.07% −0.00
TIP iShares Tips Bond ETF Add +3.7% 0.02% −0.00
FNGR Fingermotion Inc. Add +4.8% 0.00% −0.00
XLF SS Financial Select Sector Add +0.5% 0.03% −0.00
COST Costco Wholesale Corp. Add +10.3% 0.03% −0.00
VTIP Vanguard Short-Term Tips Add +1.5% 0.03% −0.00
VBK Van Morst SML-Cap Gro-Usd Inc. Add +0.4% 3.57% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +0.0% 0.13% −0.00
JBBB Janus Henderson B-BBB Clo Et Add +1.0% 0.05% −0.00
IWD iShares Russell 1000 Value E Add +0.4% 0.17% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +1.0% 0.24% −0.00
NFLX Netflix Inc. Add +4.9% 0.06% −0.01
LLY Eli Lilly & Co. Add +0.1% 0.13% −0.01
SCHP Schwab U.S. Tips ETF Add +0.1% 0.25% −0.02
DFGR Dim Global Real Estate ETF Add +4.6% 2.04% −0.03
MSFT Microsoft Corp. Add +0.4% 0.95% −0.03
BRK.B Berkshire Hathaway Inc. Class B Add +0.1% 1.14% −0.05
JCPB JPMorgan Core Plus Bond ETF Add +6.1% 9.29% −0.07

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