Summit Financial Strategies, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Summit Financial Strategies, Inc. reported 166 stock positions worth $1.2 billion. Its top holding was Dimensional International (DFIC) at 11.0% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 9.5%) and iShares Core S&P 500 ETF (IVV, 8.3%). Compared with Q3 2025, it opened 17 new positions, sold out of 9, added to 69 and reduced 39. The biggest buy was a new position in Vanguard Russell 1000 Growth (VONG) and the biggest sale Schwab US Broad Market ETF (SCHB, shares −10%).

Most Recent 13F
Q2 2026
Location
Columbus, OH
CIK
0001625246
Portfolio Value
$1.2B (Q4 2025)
SEC Filing
0001172661-26-000321 ↗ filed Jan 27, 2026

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 Q3 2025 Q4 2025: $1.2B $1.2B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $1.4B Q2 2026

Holdings 166 stocks · $1.2B
DFIC Dimensional International Co. 10.97% 3,874,957 $133.5M Add +0.8%
JCPB JPMorgan Core Plus Bond ETF 9.54% 2,450,460 $116.0M Add +7.5%
IVV iShares Core S&P 500 ETF 8.32% 147,751 $101.2M Add +3.9%
FBND Fidelity Total Bond ETF 7.91% 2,090,807 $96.3M Add +4.3%
SCHB Schwab US Broad Market ETF 6.86% 3,183,036 $83.5M Reduce -10.1%
DFLV Dim US Large Cap Value ETF 6.19% 2,201,232 $75.3M Add +9.7%
AVEM Avantis Emerging Markets Eq 5.42% 856,409 $66.0M Reduce -0.4%
IJH iShares Core S&P Midcap ETF 4.58% 844,176 $55.7M Add +12.0%
PKG Packaging Corp. of America 4.12% 243,253 $50.2M Add +0.0%
SCHM Schwab US Mid Cap ETF 3.88% 1,568,534 $47.2M Reduce -9.0%
VBK Van Morst SML-Cap Gro-Usd Inc. 3.43% 138,276 $41.8M Reduce -1.3%
IJR iShares Core S&P Small-Cap E 2.78% 281,657 $33.8M Add +9.5%
SCHA Schwab US Small-Cap ETF 2.14% 912,824 $26.0M Reduce -8.6%
DFGR Dim Global Real Estate ETF 2.08% 957,430 $25.3M Add +10.1%
DFAT Dimensional US Target Value 2.02% 412,629 $24.6M Add +6.4%
AAPL Apple Inc. 1.54% 68,912 $18.7M Add +0.8%
BRK.B Berkshire Hathaway Inc. Class B 1.07% 26,009 $13.1M Reduce -1.5%
MSFT Microsoft Corp. 0.85% 21,377 $10.3M Reduce -0.3%
SCHZ Schwab US Aggregate Bond ETF 0.80% 414,423 $9.7M Reduce -10.9%
WMT Walmart Inc. 0.77% 83,659 $9.3M Reduce -0.0%
VOO Vanguard S&P 500 ETF 0.76% 14,819 $9.3M Add +2.4%
VONG Vanguard Russell 1000 Growth 0.76% 76,027 $9.3M New
JMUB JPMorgan Municipal ETF 0.55% 132,043 $6.7M Add +10.2%
SCHF Schwab Intl Equity ETF 0.44% 224,678 $5.4M Reduce -16.1%
EFA iShares MSCI Eafe ETF 0.42% 53,433 $5.1M Reduce -3.8%
VEA Vanguard Ftse Developed ETF 0.40% 77,241 $4.8M Reduce -1.6%
IWB iShares Russell 1000 ETF 0.39% 12,743 $4.8M Reduce -0.3%
TSLA Tesla Inc. 0.37% 10,057 $4.5M Reduce -1.6%
DFUV Dimensional US Marketwide Va 0.37% 96,558 $4.5M No change
SCHX Schwab US Large-Cap ETF 0.35% 158,218 $4.3M No change
IWF iShares Russell 1000 Growth 0.35% 8,951 $4.2M Add +11.8%
JAAA Janus Henderson Aaa Clo ETF 0.33% 80,435 $4.1M Add +19.6%
GLD SPDR Gold Shares 0.33% 10,255 $4.1M Add +0.2%
VWO Vanguard Ftse Emerging Marke 0.30% 68,523 $3.7M Reduce -6.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.30% 5,362 $3.7M Add +2.5%
JPM JPMorgan Chase & Co. 0.28% 10,754 $3.5M Add +5.3%
CIVB Civista Bancshares Inc. 0.26% 142,614 $3.2M Reduce -0.2%
SCHP Schwab U.S. Tips ETF 0.25% 115,058 $3.0M Add +4.8%
BRK.A Berkshire Hathaway Inc. Class A 0.25% 4 $3.0M No change
IWR iShares Russell Mid-Cap ETF 0.25% 31,312 $3.0M Reduce -0.3%
EFV iShares MSCI Eafe Value ETF 0.24% 41,008 $2.9M Reduce -3.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.24% 10,081 $2.9M Add +4.3%
AVLV Avantis US Large Cap Value 0.23% 36,588 $2.8M Reduce -0.6%
PRK Park National Corp. 0.19% 15,447 $2.4M No change
NVDA Nvidia Corp. 0.19% 12,500 $2.3M Add +5.4%
GOOGL Alphabet Inc. Class A 0.19% 7,248 $2.3M Add +3.9%
ABBV Abbvie Inc. 0.18% 9,479 $2.2M Reduce -0.2%
IWD iShares Russell 1000 Value E 0.17% 9,975 $2.1M Add +2.8%
LLY Eli Lilly & Co. 0.16% 1,820 $2.0M Reduce -5.7%
AMZN Amazon.com Inc. 0.16% 8,365 $1.9M Add +8.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.14% 9,206 $1.8M Add +10.1%
VTI VG Morningstar TS MKT ETF-US 0.14% 5,096 $1.7M Add +2.7%
VSS Vanguard Ftse All Wo X-US SC 0.14% 11,831 $1.7M Add +17.5%
SMMU PIMCO SHRT TRM Muni BND ETF 0.14% 32,759 $1.7M Add +12.3%
IVW iShares S&P 500 Growth ETF 0.13% 13,019 $1.6M Add +0.1%
PG The Procter & Gamble Co. 0.12% 10,148 $1.5M Add +6.4%
XOM Exxon Mobil Corp. 0.12% 12,051 $1.5M Add +1.8%
ET Energy Transfer LP 0.12% 85,238 $1.4M Add +0.6%
GOOG Alphabet Inc. Class C 0.11% 4,369 $1.4M Add +8.1%
AMAT Applied Materials Inc. 0.11% 5,331 $1.4M Add +2.9%
IWM iShares Russell 2000 ETF 0.11% 5,492 $1.4M Add +0.9%
VUG Vanguard Mrngstar GR ETF-Sui 0.10% 2,547 $1.2M Add +7.2%
CAT Caterpillar Inc. 0.09% 1,949 $1.1M Add +5.6%
IVOO Vanguard S&P Mid-Cap 400 ETF 0.09% 9,954 $1.1M No change
JNJ Johnson & Johnson 0.09% 5,261 $1.1M Add +8.3%
ABT Abbott Laboratories 0.08% 8,153 $1.0M Add +0.1%
TXN Texas Instruments Inc. 0.08% 5,791 $1.0M No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.08% 8,478 $984K No change
VEU Vanguard Ftse All-World Ex-U 0.08% 13,334 $981K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.08% 5,201 $923K Add +7.1%
SCHG Schwab US Large-Cap Growth 0.07% 26,417 $862K Reduce -1.6%
ECL Ecolab Inc. 0.07% 3,177 $834K No change
PULS Pgim Ultra Short Bond ETF 0.07% 16,239 $805K Add +27.9%
IBP Installed Building Products 0.06% 2,896 $751K Add +37.3%
SPYM Ste STR SPDR PT S&P 500 ETF 0.06% 9,151 $734K Reduce -3.2%
QQQ Invesco QQQ Trust Series 1 0.06% 1,174 $721K Add +0.3%
WOR Worthington Enterprises Inc. 0.06% 13,429 $693K No change
HBAN Huntington Bancshares Inc. 0.05% 38,186 $663K Add +0.1%
CINF Cincinnati Financial Corp. 0.05% 4,052 $662K No change
MRK Merck & Co. Inc. 0.05% 6,074 $639K Add +6.6%
WYY Widepoint Corp. 0.05% 117,748 $632K No change
DVY iShares Select Dividend ETF 0.05% 4,392 $620K No change
DE Deere & Co. 0.05% 1,331 $620K Add +6.1%
JBBB Janus Henderson B-BBB Clo Et 0.05% 12,807 $611K Add +7.0%
IAGG iShares Intl Aggregate Bond 0.05% 11,820 $591K Add +18.9%
AEP American Electric Power 0.05% 5,054 $583K Add +1.1%
NFLX Netflix Inc. 0.05% 6,079 $570K Add +4.8%
DGRO iShares Core Dividend Growth 0.04% 7,692 $534K Reduce -0.3%
AMGN Amgen Inc. 0.04% 1,551 $508K Add +4.8%
META Meta Platforms Inc. Class A 0.04% 741 $489K Add +24.3%
UNH Unitedhealth Group Inc. 0.04% 1,482 $489K Reduce -14.7%
MCD McDonald's Corp. 0.04% 1,594 $487K No change
IWV iShares Russell 3000 ETF 0.04% 1,232 $477K No change
ETN Eaton Corp. PLC 0.04% 1,490 $475K Reduce -32.1%
MTD Mettler-Toledo International 0.04% 336 $468K No change
CVX Chevron Corp. 0.04% 3,072 $468K Add +5.6%
EEM iShares MSCI Emerging Market 0.04% 8,516 $466K No change
SGOV iShares 0-3 Month Treasury B 0.04% 4,485 $450K New
AVUV Avantis US Small Cap Value 0.04% 4,405 $449K No change
HD Home Depot Inc. 0.04% 1,303 $449K Reduce -1.3%
PRF Invesco Rafi US 1000 ETF 0.04% 9,536 $447K No change
AGG iShares Core U.S. Aggregate 0.04% 4,457 $445K Reduce -16.5%
VIOO Vanguard S&P Small-Cap 600 E 0.04% 3,933 $436K Reduce -4.5%
SCHE Schwab Emrg Mrkts Eqty ETF 0.04% 13,113 $429K Reduce -1.7%
EFG iShares MSCI Eafe Growth ETF 0.03% 3,662 $417K Add +12.0%
PLTR Palantir Technologies Inc. Class A 0.03% 2,311 $411K Add +0.7%
GSLC Goldman Activebeta US LC ETF 0.03% 3,085 $408K No change
VGT Vanguard Info Tech ETF 0.03% 512 $386K Reduce -2.7%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.03% 1,773 $376K Reduce -2.9%
DFAC Dimensional US Core Equity 2 0.03% 9,240 $366K No change
SPXL Direxion Daily S&P 500 Bull 0.03% 1,652 $364K Reduce -36.5%
VTIP Vanguard Short-Term Tips 0.03% 7,265 $359K Add +8.4%
LMT Lockheed Martin Corp. 0.03% 735 $356K Add +6.4%
BIL SS SPDR BB 1-3M T-Bill ETF 0.03% 3,874 $354K No change
VHT Vanguard Health Care ETF 0.03% 1,214 $349K Reduce -2.1%
COST Costco Wholesale Corp. 0.03% 403 $348K Add +2.0%
PDN Inv Rafi Dev MKT US SM-Usdin 0.03% 7,951 $335K No change
ACWI iShares MSCI Acwi ETF 0.03% 2,351 $333K No change
IJT iShares S&P Small-Cap 600 GR 0.03% 2,224 $314K No change
XLF SS Financial Select Sector 0.03% 5,700 $312K No change
GEF Greif Inc. Class A 0.03% 4,563 $309K No change
WS Worthington Steel Inc. 0.03% 8,771 $304K No change
SCHC Schwab Intl Small-Cap Equity 0.02% 6,607 $301K Reduce -18.1%
NKE Nike Inc. Class B 0.02% 4,625 $295K Add +8.3%
GEV GE Vernova Inc. 0.02% 448 $293K New
AVDE Avantis International Equity 0.02% 3,506 $289K No change
TUSI Touchstone Ultra Short Incom 0.02% 11,359 $288K New
TSM Taiwan Semiconductor-SP ADR 0.02% 932 $283K Add +6.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.02% 2,476 $282K Reduce -21.4%
XLE SS Energy Select Sector 0.02% 6,298 $282K No change
SCHH Schwab US REIT ETF 0.02% 13,292 $278K Reduce -41.8%
DTE DTE Energy Company 0.02% 2,133 $275K No change
VZ Verizon Communications Inc. 0.02% 6,748 $275K Add +23.1%
MDT Medtronic PLC 0.02% 2,827 $272K Add +16.4%
CSCO Cisco Systems Inc. 0.02% 3,516 $271K New
VCSH Vanguard S/T Corp. Bond ETF 0.02% 3,281 $262K New
GE General Electric filed as GE AEROSPACE 0.02% 837 $258K Add +10.6%
AVGO Broadcom Inc. 0.02% 737 $255K New
MMM 3M Co. 0.02% 1,580 $253K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.02% 1,892 $249K New
PLD Prologis Inc. 0.02% 1,900 $243K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.02% 795 $235K Add +9.1%
BA The Boeing Co. 0.02% 1,084 $235K New
VPU Vanguard Utilities ETF 0.02% 1,254 $232K No change
VXUS Vanguard Total Intl Stock 0.02% 2,958 $223K Reduce -0.4%
IUSG iShares Core S&P U.S. Growth 0.02% 1,320 $222K No change
MA Mastercard Inc. Class A 0.02% 383 $218K New
FDN First Trust DJ Internet Ind 0.02% 795 $214K No change
DFEM Dimensional Emrg MRKT Core 0.02% 6,439 $213K Add +2.3%
T AT&T Inc. 0.02% 8,557 $213K Reduce -1.0%
IEFA iShares Core MSCI Eafe ETF 0.02% 2,374 $212K New
ETR Entergy Corp. 0.02% 2,279 $211K Add +0.9%
XLV SS Health Care Select Sector 0.02% 1,353 $209K New
PHYS Sprott Physical Gold Trust 0.02% 6,272 $207K New
EURL Dir Da FTS Eur Bu 3X ETF-Usd 0.02% 5,007 $206K New
XLK SS Technology Select Sector 0.02% 1,428 $206K New
USO United States Oil Fund LP 0.02% 2,925 $202K No change
STWD Starwood Property Trust Inc. 0.02% 10,718 $193K No change
XCHYX Calamos Convert & High Inc. 0.02% 16,489 $186K No change
NUVB Nuvation Bio Inc. 0.01% 12,000 $108K New
MPX Marine Products Corp. 0.01% 11,432 $100K Add +1.6%
FEAM 5E Advanced Materials Inc. 0.00% 12,286 $37K New
GERN Geron Corp. 0.00% 27,000 $36K No change
MYO Myomo Inc. 0.00% 25,000 $23K Add +66.7%
FNGR Fingermotion Inc. 0.00% 15,202 $19K Add +0.0%
CDLX Cardlytics Inc. 0.00% 14,000 $16K No change

Portfolio Sells Q3 2025 → Q4 2025
SCHB Schwab US Broad Market ETF Reduce -10.1% 6.86% −0.95
SCHM Schwab US Mid Cap ETF Reduce -9.0% 3.88% −0.50
SCHA Schwab US Small-Cap ETF Reduce -8.6% 2.14% −0.25
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -1.3% 3.43% −0.14
SCHZ Schwab US Aggregate Bond ETF Reduce -10.9% 0.80% −0.14
AVEM Avantis Emerging Markets Eq Reduce -0.4% 5.42% −0.12
MSFT Microsoft Corp. Reduce -0.3% 0.85% −0.10
SCHF Schwab Intl Equity ETF Reduce -16.1% 0.44% −0.09
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.5% 1.07% −0.06
VWO Vanguard Ftse Emerging Marke Reduce -6.7% 0.30% −0.04
ETN Eaton Corp. PLC Reduce -32.1% 0.04% −0.03
EFA iShares MSCI Eafe ETF Reduce -3.8% 0.42% −0.02
SCHH Schwab US REIT ETF Reduce -41.8% 0.02% −0.02
TIP iShares Tips Bond ETF Sold out 0.00% −0.02
BSV Vanguard Short-Term Bond ETF Sold out 0.00% −0.02
UPST Upstart Holdings Inc. Sold out 0.00% −0.02
UNP Union Pacific Corp. Sold out 0.00% −0.02
TSLA Tesla Inc. Reduce -1.6% 0.37% −0.02
SO The Southern Co. Sold out 0.00% −0.02
VOT Vngrd Mrngstr MC GRW ETF-Usd Sold out 0.00% −0.02
SPXL Direxion Daily S&P 500 Bull Reduce -36.5% 0.03% −0.02
IWR iShares Russell Mid-Cap ETF Reduce -0.3% 0.25% −0.01
UNH Unitedhealth Group Inc. Reduce -14.7% 0.04% −0.01
ABBV Abbvie Inc. Reduce -0.2% 0.18% −0.01
IWB iShares Russell 1000 ETF Reduce -0.3% 0.39% −0.01
AGG iShares Core U.S. Aggregate Reduce -16.5% 0.04% −0.01
HD Home Depot Inc. Reduce -1.3% 0.04% −0.01
DIS The Walt Disney Co. Reduce -21.4% 0.02% −0.01
SCHC Schwab Intl Small-Cap Equity Reduce -18.1% 0.02% −0.01
VEA Vanguard Ftse Developed ETF Reduce -1.6% 0.40% −0.01
UA Under Armour Inc. Class C Sold out 0.00% −0.01
EFV iShares MSCI Eafe Value ETF Reduce -3.0% 0.24% −0.01
T AT&T Inc. Reduce -1.0% 0.02% −0.00
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -3.2% 0.06% −0.00
VIOO Vanguard S&P Small-Cap 600 E Reduce -4.5% 0.04% −0.00
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -1.7% 0.04% −0.00
SCHG Schwab US Large-Cap Growth Reduce -1.6% 0.07% −0.00
VGT Vanguard Info Tech ETF Reduce -2.7% 0.03% −0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -2.9% 0.03% −0.00
AGL Agilon Health Inc. Sold out 0.00% −0.00
DGRO iShares Core Dividend Growth Reduce -0.3% 0.04% −0.00
VXUS Vanguard Total Intl Stock Reduce -0.4% 0.02% −0.00
AVLV Avantis US Large Cap Value Reduce -0.6% 0.23% −0.00
JYD Jayud Global Logistics Ltd. Class A Sold out 0.00% −0.00
VHT Vanguard Health Care ETF Reduce -2.1% 0.03% +0.00
CIVB Civista Bancshares Inc. Reduce -0.2% 0.26% +0.01
WMT Walmart Inc. Reduce -0.0% 0.77% +0.03
LLY Eli Lilly & Co. Reduce -5.7% 0.16% +0.03

Portfolio Buys Q3 2025 → Q4 2025
VONG Vanguard Russell 1000 Growth New 0.76% +0.76
DFLV Dim US Large Cap Value ETF Add +9.7% 6.19% +0.53
IJH iShares Core S&P Midcap ETF Add +12.0% 4.58% +0.36
JCPB JPMorgan Core Plus Bond ETF Add +7.5% 9.54% +0.24
DFIC Dimensional International Co. Add +0.8% 10.97% +0.16
IJR iShares Core S&P Small-Cap E Add +9.5% 2.78% +0.16
IVV iShares Core S&P 500 ETF Add +3.9% 8.32% +0.16
DFAT Dimensional US Target Value Add +6.4% 2.02% +0.08
AAPL Apple Inc. Add +0.8% 1.54% +0.05
DFGR Dim Global Real Estate ETF Add +10.1% 2.08% +0.04
JAAA Janus Henderson Aaa Clo ETF Add +19.6% 0.33% +0.04
GOOGL Alphabet Inc. Class A Add +3.9% 0.19% +0.04
SGOV iShares 0-3 Month Treasury B New 0.04% +0.04
JMUB JPMorgan Municipal ETF Add +10.2% 0.55% +0.03
GOOG Alphabet Inc. Class C Add +8.1% 0.11% +0.03
IWF iShares Russell 1000 Growth Add +11.8% 0.35% +0.03
GEV GE Vernova Inc. New 0.02% +0.02
TUSI Touchstone Ultra Short Incom New 0.02% +0.02
CSCO Cisco Systems Inc. New 0.02% +0.02
GLD SPDR Gold Shares Add +0.2% 0.33% +0.02
AMAT Applied Materials Inc. Add +2.9% 0.11% +0.02
VCSH Vanguard S/T Corp. Bond ETF New 0.02% +0.02
AVGO Broadcom Inc. New 0.02% +0.02
IJJ iShares S&P Mid-Cap 400 Valu New 0.02% +0.02
BA The Boeing Co. New 0.02% +0.02
MA Mastercard Inc. Class A New 0.02% +0.02
IEFA iShares Core MSCI Eafe ETF New 0.02% +0.02
XLV SS Health Care Select Sector New 0.02% +0.02
IBP Installed Building Products Add +37.3% 0.06% +0.02
EURL Dir Da FTS Eur Bu 3X ETF-Usd New 0.02% +0.02
PHYS Sprott Physical Gold Trust New 0.02% +0.02
XLK SS Technology Select Sector New 0.02% +0.02
CAT Caterpillar Inc. Add +5.6% 0.09% +0.02
VSS Vanguard Ftse All Wo X-US SC Add +17.5% 0.14% +0.02
AMZN Amazon.com Inc. Add +8.4% 0.16% +0.01
JNJ Johnson & Johnson Add +8.3% 0.09% +0.01
PULS Pgim Ultra Short Bond ETF Add +27.9% 0.07% +0.01
MRK Merck & Co. Inc. Add +6.6% 0.05% +0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +10.1% 0.14% +0.01
SMMU PIMCO SHRT TRM Muni BND ETF Add +12.3% 0.14% +0.01
NUVB Nuvation Bio Inc. New 0.01% +0.01
JPM JPMorgan Chase & Co. Add +5.3% 0.28% +0.01
AMGN Amgen Inc. Add +4.8% 0.04% +0.01
IAGG iShares Intl Aggregate Bond Add +18.9% 0.05% +0.00
XOM Exxon Mobil Corp. Add +1.8% 0.12% +0.00
VUG Vanguard Mrngstar GR ETF-Sui Add +7.2% 0.10% +0.00
VOO Vanguard S&P 500 ETF Add +2.4% 0.76% +0.00
VOE Vngrd Mrngstr MD-Cap Val ETF Add +7.1% 0.08% +0.00
FEAM 5E Advanced Materials Inc. New 0.00% +0.00
IWD iShares Russell 1000 Value E Add +2.8% 0.17% +0.00

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