Syntegra Private Wealth Group, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Syntegra Private Wealth Group, LLC reported 157 stock positions worth $885.3 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 12.8% of the portfolio, followed by SS SPDR P S&P 1500 Comp ETF (SPTM, 12.4%) and SPDR US LC Low Vol Idx (LGLV, 11.5%). Compared with Q3 2024, it opened 10 new positions, sold out of 5, added to 60 and reduced 62. The biggest buy was SS SPDR P S&P 500 Growth ETF (SPYG, shares +0%) and the biggest sale PCR US SM CP CSH CWS ETF-Usd (CALF, shares −5%).

Most Recent 13F
Q2 2026
Location
Chesterfield, MO
CIK
0001964298
Portfolio Value
$885.3M (Q4 2024)
SEC Filing
0001172661-25-000363 ↗ filed Jan 27, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $774.6M Q1 2024 Q2 2024: $786.8M Q2 2024 Q3 2024: $865.8M Q3 2024 Q4 2024: $885.3M $885.3M Q4 2024 Q1 2025: $855.0M Q1 2025 Q2 2025: $980.1M Q2 2025 Q3 2025: $1.1B Q3 2025 Q4 2025: $1.1B Q4 2025 Q1 2026: $1.1B Q1 2026 Q2 2026: $1.3B Q2 2026

Holdings 157 stocks · $885.3M
SPYG SS SPDR P S&P 500 Growth ETF 12.82% 1,291,397 $113.5M Add +0.1%
SPTM SS SPDR P S&P 1500 Comp ETF 12.43% 1,540,954 $110.1M Add +2.5%
LGLV SPDR US LC Low Vol Idx 11.49% 615,732 $101.7M Add +0.9%
XMHQ Invesco S&P Midcap Qual ETF 7.90% 710,633 $70.0M Add +1.9%
ICOW Pacer Developed Markets Inte 5.77% 1,750,073 $51.1M Add +3.8%
JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F 5.60% 820,004 $49.6M Add +2.4%
JPIE JPMorgan Income ETF 4.76% 924,601 $42.2M Add +4.7%
QQQM Invesco Nasdaq 100 ETF 4.70% 197,810 $41.6M Add +1.8%
JAAA Janus Henderson Aaa Clo ETF 4.57% 798,060 $40.5M Add +7.2%
QTEC First Trust Nasdq 100 Tech I 2.76% 129,772 $24.4M Add +1.0%
SPHY SS SPDR P High Yield ETF 2.23% 839,679 $19.7M Add +2.9%
USMV iShares MSCI USA Min Vol Fac 2.10% 209,628 $18.6M Add +0.7%
QQQ Invesco QQQ Trust Series 1 1.91% 33,071 $16.9M Reduce -1.0%
CALF PCR US SM CP CSH CWS ETF-Usd 1.52% 304,900 $13.4M Reduce -4.8%
AAPL Apple Inc. 1.51% 53,418 $13.4M Add +4.0%
JMUB JPMorgan Municipal ETF 1.33% 234,837 $11.8M Add +7.0%
HYMB SS SPDR N Ice HY Muni ETF 1.20% 416,364 $10.7M Add +9.3%
SPMD SS SPDR P S&P 400 Midcap ETF 1.05% 169,329 $9.3M Reduce -3.9%
BX Blackstone Inc. 0.74% 37,797 $6.5M Add +5.0%
SPYM Ste STR SPDR PT S&P 500 ETF 0.62% 79,474 $5.5M Reduce -2.6%
MSFT Microsoft Corp. 0.62% 12,976 $5.5M Add +1.9%
VTI VG Morningstar TS MKT ETF-US 0.59% 18,012 $5.2M Reduce -0.3%
WST West Pharmaceutical Services 0.55% 14,751 $4.8M No change
MDYG SS SPDR S&P 400 MC GR ETF 0.51% 51,676 $4.5M Reduce -0.5%
NVDA Nvidia Corp. 0.39% 25,553 $3.4M Add +5.9%
MCO Moody's Corp. 0.37% 6,908 $3.3M No change
AMZN Amazon.com Inc. 0.37% 14,792 $3.2M Add +17.5%
V Visa Inc. Class A 0.36% 10,090 $3.2M Reduce -4.0%
ABBV Abbvie Inc. 0.30% 14,836 $2.6M Add +3.2%
SPLV Invesco S&P 500 Low Volatili 0.29% 37,311 $2.6M Reduce -3.1%
AVGO Broadcom Inc. 0.27% 10,363 $2.4M Add +6.9%
FMB First Trust Managed Municipa 0.25% 42,783 $2.2M Reduce -3.7%
BUFB Innovator Ladd Allo Buff ETF 0.24% 65,327 $2.1M Add +10.4%
WMT Walmart Inc. 0.22% 21,237 $1.9M Add +1.1%
MRGR Proshares Merger ETF 0.22% 46,698 $1.9M Add +134.2%
IVW iShares S&P 500 Growth ETF 0.20% 17,215 $1.7M Reduce -1.3%
TJUL Innovator Equity Defined Pro 0.20% 62,204 $1.7M No change
QUAL iShares MSCI USA Quality Fac 0.19% 9,675 $1.7M Reduce -2.0%
JPM JPMorgan Chase & Co. 0.19% 7,074 $1.7M Add +20.2%
DVY iShares Select Dividend ETF 0.18% 12,262 $1.6M Add +6.0%
PG The Procter & Gamble Co. 0.17% 9,096 $1.5M Add +11.9%
BA The Boeing Co. 0.17% 8,445 $1.5M Add +0.4%
ABT Abbott Laboratories 0.17% 12,933 $1.5M Add +1.6%
UNH Unitedhealth Group Inc. 0.16% 2,733 $1.4M Reduce -2.1%
HD Home Depot Inc. 0.15% 3,402 $1.3M Add +0.4%
AEE Ameren Corporation 0.14% 14,137 $1.3M Reduce -0.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.14% 5,457 $1.2M Reduce -3.4%
MA Mastercard Inc. Class A 0.13% 2,260 $1.2M Reduce -1.6%
BRK.B Berkshire Hathaway Inc. Class B 0.13% 2,477 $1.1M Reduce -7.5%
IT Gartner Inc. 0.12% 2,264 $1.1M No change
JEPI JPMorgan Equity Premium Inco 0.12% 18,247 $1.0M Add +0.1%
MUB iShares National Muni Bond E 0.12% 9,771 $1.0M Reduce -17.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.12% 1,774 $1.0M Reduce -2.2%
GOOGL Alphabet Inc. Class A 0.10% 4,839 $916K Add +7.2%
ACN Accenture PLC Class A 0.10% 2,393 $842K No change
XTN SS SPDR S&P Transport ETF 0.09% 8,859 $768K Reduce -5.3%
MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E 0.08% 30,985 $739K Reduce -13.6%
META Meta Platforms Inc. Class A 0.08% 1,190 $697K Add +19.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.08% 4,048 $685K Add +10.3%
MCD McDonald's Corp. 0.08% 2,353 $682K Add +70.3%
T AT&T Inc. 0.08% 29,621 $674K Reduce -10.7%
NEAR iShares SH Dba ETF Usd Inc. 0.08% 13,298 $672K Reduce -1.7%
CBSH Commerce Bancshares Inc. 0.07% 10,214 $636K Add +5.0%
UNP Union Pacific Corp. 0.07% 2,739 $625K Reduce -1.8%
BIL SS SPDR BB 1-3M T-Bill ETF 0.07% 6,732 $616K Reduce -10.8%
TSLA Tesla Inc. 0.07% 1,523 $615K Reduce -6.7%
AMD Advanced Micro Devices 0.07% 4,886 $590K Add +0.3%
COP Conocophillips 0.07% 5,921 $587K Add +1.3%
CFO Victoryshares US 500 Enhance 0.07% 8,510 $587K Reduce -4.8%
ESGU iShares ESG Aware MSCI USA 0.06% 4,371 $563K Reduce -3.8%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.06% 12,390 $560K Reduce -21.4%
IJH iShares Core S&P Midcap ETF 0.06% 8,957 $558K Add +8.9%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.06% 10,418 $534K Reduce -5.5%
CSCO Cisco Systems Inc. 0.06% 8,926 $528K Add +0.6%
GOOG Alphabet Inc. Class C 0.06% 2,719 $518K Add +0.0%
ACWI iShares MSCI Acwi ETF 0.06% 4,384 $515K Reduce -1.0%
AJUL Invtr Eq DP ETF-2Y-JULY28-Ui 0.06% 19,018 $514K Add +10.9%
NOBL Proshares S&P 500 Dividend A 0.06% 5,091 $507K Add +0.2%
MAR Marriott International Class A 0.06% 1,812 $505K No change
XMLV Invesco S&P Midcap Low Volat 0.06% 8,281 $504K Reduce -2.3%
MRK Merck & Co. Inc. 0.06% 4,921 $490K Reduce -5.4%
VOO Vanguard S&P 500 ETF 0.06% 903 $487K Add +6.1%
CPTL GBL X MRST CP Alc LDR ETF-Ui 0.05% 12,377 $484K Add +1.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 1,164 $478K No change
SRE Sempra 0.05% 5,404 $474K Add +0.2%
IVV iShares Core S&P 500 ETF 0.05% 797 $469K No change
EFG iShares MSCI Eafe Growth ETF 0.05% 4,760 $461K Add +11.1%
MARM Ftvestus Max Buff ETF March 0.05% 14,921 $461K No change
VYM Vanguard High DVD Yield ETF 0.05% 3,600 $459K Reduce -2.4%
WM Waste Management Inc. 0.05% 2,217 $447K Reduce -2.3%
PSX Phillips 66 0.05% 3,872 $441K Add +0.6%
SCHZ Schwab US Aggregate Bond ETF 0.05% 18,981 $431K Reduce -1.1%
PEP Pepsico Inc. 0.05% 2,751 $418K Reduce -5.9%
COST Costco Wholesale Corp. 0.05% 451 $413K Add +57.7%
PFFD Global X US Preferred ETF 0.05% 21,106 $412K New
BINC iShares Flex I A ETF-Usd Inc. 0.05% 7,911 $412K Reduce -2.5%
TDIV FT Nasdaq Tech DVD Index FD 0.05% 5,213 $409K No change
AGZD Wisdomtree Trust Wisdomtree 0.04% 17,462 $392K No change
USHY iShares Broad Usd High Yield 0.04% 10,585 $389K Reduce -4.0%
MTUM iShares MSCI USA Momentum Fa 0.04% 1,878 $389K Reduce -0.8%
SO The Southern Co. 0.04% 4,546 $374K Add +28.2%
ILCG iShares Morningstar Growth E 0.04% 4,168 $373K No change
XOM Exxon Mobil Corp. 0.04% 3,390 $365K Add +13.3%
VIG Vanguard Dividend Apprec ETF 0.04% 1,833 $359K Reduce -1.4%
IWP iShares Russell Mid-Cap Grow 0.04% 2,766 $351K No change
NEE Nextera Energy Inc. 0.04% 4,844 $347K Reduce -0.5%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.04% 1,221 $347K No change
HYD Vaneck High Yield Muni ETF 0.04% 6,544 $340K No change
CVX Chevron Corp. 0.04% 2,335 $338K Add +63.7%
CAT Caterpillar Inc. 0.04% 932 $338K New
EFV iShares MSCI Eafe Value ETF 0.04% 6,388 $335K Reduce -4.7%
VGT Vanguard Info Tech ETF 0.04% 527 $327K Add +0.2%
SGOL Abrdn Physical Gold Shares 0.04% 13,018 $326K New
FDN First Trust DJ Internet Ind 0.04% 1,322 $321K Reduce -23.9%
LRCX Lam Research Corp. 0.04% 4,423 $319K Add +2.1%
MOBIX LABS INC 0.04% 184,018 $313K No change
LLY Eli Lilly & Co. 0.04% 403 $311K New
AMP Ameriprise Financial Inc. 0.03% 580 $309K Add +0.2%
HUBG Hub Group Inc. Class A 0.03% 6,900 $307K No change
SOXX iShares Semiconductor ETF 0.03% 1,426 $307K Add +4.2%
QCOM Qualcomm Inc. 0.03% 1,997 $307K No change
DGRO iShares Core Dividend Growth 0.03% 4,991 $306K Reduce -1.0%
AMGN Amgen Inc. 0.03% 1,168 $304K Reduce -3.3%
CMCSA Comcast Corp. Class A 0.03% 7,905 $297K Reduce -1.9%
AOCT In Equ D PR ETF - 2 Y O 2026 0.03% 11,735 $292K New
HEGD Swan Hedged Equity US LG Cap 0.03% 12,651 $283K Reduce -2.5%
EFAV iShares MSCI Eafe Min Vol Fa 0.03% 3,914 $277K Reduce -12.4%
VZ Verizon Communications Inc. 0.03% 6,895 $276K Reduce -31.4%
ARKK ARK Innovation ETF 0.03% 4,841 $275K No change
PFE Pfizer Inc. 0.03% 10,183 $270K Reduce -6.2%
IBDQ iShares Ibonds Dec 2025 Term 0.03% 10,742 $269K Reduce -64.9%
DUK Duke Energy Corp. 0.03% 2,485 $268K No change
ORCL Oracle Corp. 0.03% 1,583 $264K No change
DFUV Dimensional US Marketwide Va 0.03% 6,274 $257K Add +0.1%
ACWV iShares MSCI Global Min Vol 0.03% 2,345 $256K Reduce -25.5%
JNJ Johnson & Johnson 0.03% 1,749 $253K Reduce -13.5%
SPSM SS SPDR P S&P 600 Small Cap 0.03% 5,598 $251K Reduce -4.9%
MBB iShares MBS ETF 0.03% 2,691 $247K Reduce -1.9%
IVE iShares S&P 500 Value ETF 0.03% 1,292 $247K Reduce -1.5%
EMR Emerson Electric Co. 0.03% 1,906 $236K Add +1.1%
VTEB Vanguard Tax-Exempt Bond ETF 0.03% 4,674 $234K No change
HON Honeywell International Inc. 0.03% 1,028 $232K Add +1.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 5,229 $230K New
XLV SS Health Care Select Sector 0.03% 1,653 $227K No change
XNTK SS SPDR Nyse Tech ETF 0.03% 1,116 $225K Reduce -6.2%
BSEP Innovator U.S. Equity Buffer 0.03% 5,233 $225K No change
NFLX Netflix Inc. 0.03% 250 $223K New
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.02% 752 $218K New
ADP Automatic Data Processing 0.02% 744 $218K No change
IWM iShares Russell 2000 ETF 0.02% 965 $213K New
TEL Te Connectivity PLC 0.02% 1,474 $211K Reduce -4.8%
KO The Coca-Cola Co. 0.02% 3,315 $206K Reduce -2.1%
SBUX Starbucks Corp. 0.02% 2,261 $206K Add +0.1%
NUMG Nuveen ESG Mid-Cap Grow ETF 0.02% 4,271 $202K New
IYW iShares Ustechnology ETF 0.02% 1,266 $202K Reduce -5.0%
IBDV iShares Ibonds Dec 2030 Corp. 0.02% 9,423 $201K Reduce -60.8%
PLTK Playtika Holding Corp. 0.01% 16,691 $116K Reduce -18.1%

Portfolio Sells Q3 2024 → Q4 2024
CALF PCR US SM CP CSH CWS ETF-Usd Reduce -4.8% 1.52% −0.21
SPMD SS SPDR P S&P 400 Midcap ETF Reduce -3.9% 1.05% −0.07
IBDQ iShares Ibonds Dec 2025 Term Reduce -64.9% 0.03% −0.06
IBDV iShares Ibonds Dec 2030 Corp. Reduce -60.8% 0.02% −0.04
IBDW iShares Ibonds Dec 2031 Corp. Sold out 0.00% −0.03
UNH Unitedhealth Group Inc. Reduce -2.1% 0.16% −0.03
MUB iShares National Muni Bond E Reduce -17.2% 0.12% −0.03
PSN Parsons Corp. Sold out 0.00% −0.03
WPC WP Carey Inc. Sold out 0.00% −0.02
IEMG iShares Core MSCI Emerging Sold out 0.00% −0.02
SPLV Invesco S&P 500 Low Volatili Reduce -3.1% 0.29% −0.02
IBDS Ishrs Ibnds Dec 27 Corp. ETF Sold out 0.00% −0.02
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -21.4% 0.06% −0.02
VZ Verizon Communications Inc. Reduce -31.4% 0.03% −0.02
FMB First Trust Managed Municipa Reduce -3.7% 0.25% −0.02
MDYG SS SPDR S&P 400 MC GR ETF Reduce -0.5% 0.51% −0.02
MMIN Nylim Mackay Muni Insured Et Reduce -13.6% 0.08% −0.02
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -2.6% 0.62% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -7.5% 0.13% −0.02
MRK Merck & Co. Inc. Reduce -5.4% 0.06% −0.01
ACWV iShares MSCI Global Min Vol Reduce -25.5% 0.03% −0.01
AMGN Amgen Inc. Reduce -3.3% 0.03% −0.01
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -10.8% 0.07% −0.01
PEP Pepsico Inc. Reduce -5.9% 0.05% −0.01
QUAL iShares MSCI USA Quality Fac Reduce -2.0% 0.19% −0.01
JNJ Johnson & Johnson Reduce -13.5% 0.03% −0.01
IBM Intl Business Machines Corp. Reduce -3.4% 0.14% −0.01
UNP Union Pacific Corp. Reduce -1.8% 0.07% −0.01
EFAV iShares MSCI Eafe Min Vol Fa Reduce -12.4% 0.03% −0.01
NEE Nextera Energy Inc. Reduce -0.5% 0.04% −0.01
T AT&T Inc. Reduce -10.7% 0.08% −0.01
EFV iShares MSCI Eafe Value ETF Reduce -4.7% 0.04% −0.01
FDN First Trust DJ Internet Ind Reduce -23.9% 0.04% −0.01
PFE Pfizer Inc. Reduce -6.2% 0.03% −0.01
CFO Victoryshares US 500 Enhance Reduce -4.8% 0.07% −0.01
PLTK Playtika Holding Corp. Reduce -18.1% 0.01% −0.01
CMCSA Comcast Corp. Class A Reduce -1.9% 0.03% −0.01
KO The Coca-Cola Co. Reduce -2.1% 0.02% −0.00
NEAR iShares SH Dba ETF Usd Inc. Reduce -1.7% 0.08% −0.00
USHY iShares Broad Usd High Yield Reduce -4.0% 0.04% −0.00
SCHZ Schwab US Aggregate Bond ETF Reduce -1.1% 0.05% −0.00
WM Waste Management Inc. Reduce -2.3% 0.05% −0.00
BINC iShares Flex I A ETF-Usd Inc. Reduce -2.5% 0.05% −0.00
TEL Te Connectivity PLC Reduce -4.8% 0.02% −0.00
ACWI iShares MSCI Acwi ETF Reduce -1.0% 0.06% −0.00
XMLV Invesco S&P Midcap Low Volat Reduce -2.3% 0.06% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.2% 0.12% −0.00
VYM Vanguard High DVD Yield ETF Reduce -2.4% 0.05% −0.00
DYNF Ishrs US E F R A ETF-Usd Inc. Reduce -5.5% 0.06% −0.00
ESGU iShares ESG Aware MSCI USA Reduce -3.8% 0.06% −0.00

Portfolio Buys Q3 2024 → Q4 2024
SPYG SS SPDR P S&P 500 Growth ETF Add +0.1% 12.82% +0.47
SPTM SS SPDR P S&P 1500 Comp ETF Add +2.5% 12.43% +0.27
JAAA Janus Henderson Aaa Clo ETF Add +7.2% 4.57% +0.20
QQQM Invesco Nasdaq 100 ETF Add +1.8% 4.70% +0.19
AAPL Apple Inc. Add +4.0% 1.51% +0.13
MRGR Proshares Merger ETF Add +134.2% 0.22% +0.12
BX Blackstone Inc. Add +5.0% 0.74% +0.10
AMZN Amazon.com Inc. Add +17.5% 0.37% +0.10
AVGO Broadcom Inc. Add +6.9% 0.27% +0.08
NVDA Nvidia Corp. Add +5.9% 0.39% +0.05
JPM JPMorgan Chase & Co. Add +20.2% 0.19% +0.05
HYMB SS SPDR N Ice HY Muni ETF Add +9.3% 1.20% +0.05
PFFD Global X US Preferred ETF New 0.05% +0.05
CAT Caterpillar Inc. New 0.04% +0.04
SGOL Abrdn Physical Gold Shares New 0.04% +0.04
LLY Eli Lilly & Co. New 0.04% +0.04
JPIE JPMorgan Income ETF Add +4.7% 4.76% +0.03
AOCT In Equ D PR ETF - 2 Y O 2026 New 0.03% +0.03
JMUB JPMorgan Municipal ETF Add +7.0% 1.33% +0.03
MCD McDonald's Corp. Add +70.3% 0.08% +0.03
BAC Bank of America Corp. New 0.03% +0.03
NFLX Netflix Inc. New 0.03% +0.03
MSTR Strategy Inc. New 0.02% +0.02
IWM iShares Russell 2000 ETF New 0.02% +0.02
NUMG Nuveen ESG Mid-Cap Grow ETF New 0.02% +0.02
BUFB Innovator Ladd Allo Buff ETF Add +10.4% 0.24% +0.02
BA The Boeing Co. Add +0.4% 0.17% +0.02
WMT Walmart Inc. Add +1.1% 0.22% +0.02
COST Costco Wholesale Corp. Add +57.7% 0.05% +0.02
GOOGL Alphabet Inc. Class A Add +7.2% 0.10% +0.02
CVX Chevron Corp. Add +63.7% 0.04% +0.01
META Meta Platforms Inc. Class A Add +19.5% 0.08% +0.01
PG The Procter & Gamble Co. Add +11.9% 0.17% +0.01
GOOG Alphabet Inc. Class C Add +0.0% 0.06% +0.01
SO The Southern Co. Add +28.2% 0.04% +0.01
CSCO Cisco Systems Inc. Add +0.6% 0.06% +0.01
CBSH Commerce Bancshares Inc. Add +5.0% 0.07% +0.01
AJUL Invtr Eq DP ETF-2Y-JULY28-Ui Add +10.9% 0.06% +0.00
IJH iShares Core S&P Midcap ETF Add +8.9% 0.06% +0.00
AMP Ameriprise Financial Inc. Add +0.2% 0.03% +0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +10.3% 0.08% +0.00
VOO Vanguard S&P 500 ETF Add +6.1% 0.06% +0.00
EMR Emerson Electric Co. Add +1.1% 0.03% +0.00
HON Honeywell International Inc. Add +1.5% 0.03% +0.00
SRE Sempra Add +0.2% 0.05% +0.00
DVY iShares Select Dividend ETF Add +6.0% 0.18% +0.00
VGT Vanguard Info Tech ETF Add +0.2% 0.04% +0.00
XOM Exxon Mobil Corp. Add +13.3% 0.04% +0.00
CPTL GBL X MRST CP Alc LDR ETF-Ui Add +1.3% 0.05% −0.00
DFUV Dimensional US Marketwide Va Add +0.1% 0.03% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 199$1.3BFENI, SPYG, LGLV, SPTM, VOO
Q1 2026 186$1.1BFENI, SPYG, LGLV, SPTM, VOO
Q4 2025 188$1.1BSPYG, FENI, SPTM, LGLV, VOO
Q3 2025 185$1.1BSPYG, LGLV, SPTM, VOO, FENI
Q2 2025 176$980.1MSPYG, LGLV, SPTM, FENI, VOO
Q1 2025 161$855.0MLGLV, SPTM, SPYG, XMHQ, ICOW
Q4 2024 157$885.3MSPYG, SPTM, LGLV, XMHQ, ICOW
Q3 2024 152$865.8MSPYG, SPTM, LGLV, XMHQ, ICOW
Q2 2024 148$786.8MSPTM, LGLV, SPYG, CALF, XMHQ
Q1 2024 140$774.6MLGLV, SPTM, CALF, SPYG, XMHQ