TruWealth Advisors, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 16, 2024), TruWealth Advisors, LLC reported 164 stock positions worth $1.6 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 9.3% of the portfolio, followed by Janus Henderson Aaa Clo ETF (JAAA, 7.8%) and Invesco Bulletshares 2024 CB (BSCO, 5.2%). Compared with Q2 2024, it opened 11 new positions, sold out of 5, added to 86 and reduced 43. The biggest buy was Ishr Ibx Usd Invgd CB ETF-Ui (LQD, shares +24%) and the biggest sale Shell PLC-ADR (SHEL, shares −1%).

Most Recent 13F
Q1 2026
Location
Metairie, LA
CIK
0001834985
Portfolio Value
$1.6B (Q3 2024)
SEC Filing
0001834985-24-000005 ↗ filed Oct 16, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.4B Q1 2024 Q2 2024: $1.5B Q2 2024 Q3 2024: $1.6B $1.6B Q3 2024 Q4 2024: $1.7B Q4 2024 Q1 2025: $1.7B Q1 2025 Q2 2025: $1.8B Q2 2025 Q3 2025: $2.0B Q3 2025 Q4 2025: $2.0B Q4 2025 Q1 2026: $2.1B Q1 2026

Holdings 164 stocks · $1.6B
VTI VG Morningstar TS MKT ETF-US 9.30% 535,999 $151.8M Add +1.5%
JAAA Janus Henderson Aaa Clo ETF 7.77% 2,493,834 $126.9M Add +5.7%
BSCO Invesco Bulletshares 2024 CB 5.24% 4,046,441 $85.5M Add +3.2%
IWF iShares Russell 1000 Growth 5.07% 220,249 $82.7M Add +2.3%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 5.04% 728,829 $82.3M Add +24.0%
BSCS Invesco Bulletshares 2028 CB 3.46% 2,746,958 $56.5M Add +1.2%
FBND Fidelity Total Bond ETF 3.45% 1,203,539 $56.3M Add +4.2%
AAPL Apple Inc. 2.59% 181,552 $42.3M Add +0.8%
AVUV Avantis US Small Cap Value 2.43% 413,214 $39.6M Add +2.8%
MSFT Microsoft Corp. 2.30% 87,206 $37.5M Add +1.4%
COST Costco Wholesale Corp. 2.26% 41,583 $36.9M Reduce -1.3%
QQQM Invesco Nasdaq 100 ETF 2.16% 175,528 $35.3M Add +0.8%
AMZN Amazon.com Inc. 2.10% 184,173 $34.3M Add +0.6%
GOOG Alphabet Inc. Class C 2.06% 201,572 $33.7M Add +1.2%
ABBV Abbvie Inc. 1.89% 156,481 $30.9M Add +1.4%
AVGO Broadcom Inc. 1.84% 174,310 $30.1M Reduce -1.1%
LLY Eli Lilly & Co. 1.78% 32,876 $29.1M Reduce -0.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.70% 125,819 $27.8M Add +1.4%
SHEL Shell PLC-ADR 1.70% 420,825 $27.8M Reduce -1.3%
JPM JPMorgan Chase & Co. 1.67% 129,653 $27.3M Add +0.1%
LMT Lockheed Martin Corp. 1.51% 42,116 $24.6M Add +63.1%
SMH Vaneck Semiconductor ETF 1.47% 97,522 $23.9M Add +5.2%
CSCO Cisco Systems Inc. 1.38% 424,745 $22.6M Add +2.0%
IWD iShares Russell 1000 Value E 1.31% 112,949 $21.4M Add +3.9%
QQQ Invesco QQQ Trust Series 1 1.29% 43,247 $21.1M Reduce -0.6%
BSCP Invesco Bulletshares 2025 CB 1.17% 926,901 $19.1M Add +2.1%
VOO Vanguard S&P 500 ETF 1.12% 34,576 $18.2M Add +2.1%
UCON First Trust Smith Unconstrai 1.10% 715,634 $18.0M Add +1.5%
SPHQ Invesco S&P 500 Quality ETF 1.06% 256,344 $17.2M Add +1.6%
FANG Diamondback Energy Inc. 1.01% 95,505 $16.5M Add +3.4%
CVX Chevron Corp. 0.97% 107,547 $15.8M Reduce -0.4%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 0.97% 642,551 $15.8M Add +7.4%
ACN Accenture PLC Class A 0.96% 44,208 $15.6M Add +2.2%
V Visa Inc. Class A 0.92% 54,638 $15.0M Add +2.5%
WPC WP Carey Inc. 0.91% 239,578 $14.9M Add +15.0%
ABT Abbott Laboratories 0.86% 123,522 $14.1M Add +2.5%
PWR Quanta Services Inc. 0.82% 44,970 $13.4M Add +7.8%
MPC Marathon Petroleum Corp. 0.75% 75,196 $12.3M Add +3.4%
BSCU Invesco Bulletshares 2030 CB 0.71% 681,843 $11.6M New
FSMB First Trust Short Dur Manag 0.67% 543,833 $10.9M Add +1.8%
VRTX Vertex Pharmaceuticals Inc. 0.65% 22,797 $10.6M Add +2.8%
CGMS Cap Group US Multi-Sect Bond 0.61% 358,562 $10.0M Add +22.2%
SCHB Schwab US Broad Market ETF 0.61% 149,096 $9.9M Reduce -0.2%
META Meta Platforms Inc. Class A 0.60% 17,145 $9.8M Add +4.1%
CAT Caterpillar Inc. 0.56% 23,240 $9.1M Add +4.5%
SCHD Schwab US DVD Equity ETF 0.55% 106,372 $9.0M Reduce -1.2%
IJH iShares Core S&P Midcap ETF 0.53% 139,844 $8.7M Add +2.3%
MUST Columbia Multi-Sect Muni Inc. 0.49% 384,358 $8.0M Add +3.7%
AGG iShares Core U.S. Aggregate 0.48% 77,242 $7.8M Add +12.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.45% 28,120 $7.4M Reduce -0.0%
VUSB Vanguard Ultra Short Bond Et 0.44% 145,082 $7.2M Add +32.9%
XMHQ Invesco S&P Midcap Qual ETF 0.43% 68,001 $7.0M Add +8.9%
JMUB JPMorgan Municipal ETF 0.37% 119,051 $6.1M Add +26.4%
NVDA Nvidia Corp. 0.29% 39,085 $4.7M Add +2.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.28% 7,929 $4.5M Reduce -2.8%
JCPB JPMorgan Core Plus Bond ETF 0.26% 87,692 $4.2M Add +3.5%
RDVY First Trust Rising Dividend 0.26% 70,439 $4.2M Reduce -0.2%
QUAL iShares MSCI USA Quality Fac 0.25% 22,828 $4.1M Add +7.9%
XLV SS Health Care Select Sector 0.22% 23,531 $3.6M Add +1.0%
GSY Invesco Ultra Short Duration 0.22% 71,522 $3.6M Add +7.3%
HYD Vaneck High Yield Muni ETF 0.21% 64,187 $3.4M Add +10.1%
VHT Vanguard Health Care ETF 0.17% 9,746 $2.8M No change
BRK.B Berkshire Hathaway Inc. Class B 0.17% 5,900 $2.7M Reduce -1.9%
XOM Exxon Mobil Corp. 0.17% 23,117 $2.7M Reduce -5.8%
HD Home Depot Inc. 0.16% 6,520 $2.6M Add +2.5%
WMT Walmart Inc. 0.16% 32,483 $2.6M Add +0.2%
SPLV Invesco S&P 500 Low Volatili 0.16% 36,468 $2.6M Add +20.0%
GOOGL Alphabet Inc. Class A 0.15% 14,593 $2.4M Add +0.6%
MCD McDonald's Corp. 0.13% 7,227 $2.2M Add +8.9%
VGT Vanguard Info Tech ETF 0.13% 3,725 $2.2M Add +1.3%
COWZ Pacer US Cash Cows 100 ETF 0.13% 36,139 $2.1M Add +11.2%
AMP Ameriprise Financial Inc. 0.12% 4,289 $2.0M No change
VCSH Vanguard S/T Corp. Bond ETF 0.12% 25,282 $2.0M Add +7.5%
VXF Vanguard Extended Market ETF 0.09% 8,397 $1.5M Reduce -3.8%
SHV iShares 0-1 Year Treasury Bo 0.09% 12,946 $1.4M Add +10.6%
FDN First Trust DJ Internet Ind 0.08% 6,368 $1.3M Reduce -3.9%
MDY State Street SPDR S&P Midcap 0.08% 2,266 $1.3M Reduce -1.9%
PFE Pfizer Inc. 0.07% 39,581 $1.1M Add +0.0%
IHI iShares U.S. Medical Devices 0.07% 18,212 $1.1M Reduce -29.2%
MRK Merck & Co. Inc. 0.06% 9,202 $1.0M Add +3.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 24,419 $969K Reduce -5.3%
VIG Vanguard Dividend Apprec ETF 0.06% 4,814 $954K Reduce -0.1%
JNJ Johnson & Johnson 0.05% 5,491 $890K Add +2.4%
VYM Vanguard High DVD Yield ETF 0.05% 6,931 $889K Reduce -2.8%
PG The Procter & Gamble Co. 0.05% 4,955 $858K Add +0.0%
FCX Freeport-McMoran Inc. 0.05% 16,650 $831K Add +8.1%
DVY iShares Select Dividend ETF 0.05% 5,964 $805K Add +0.3%
FXL First Trust Technology Alpha 0.05% 5,655 $784K Reduce -2.1%
BX Blackstone Inc. 0.05% 4,994 $765K Reduce -1.4%
XSVM Invesco S&P Smallcap Value W 0.04% 12,965 $713K Add +8.6%
VUG Vanguard Mrngstar GR ETF-Sui 0.04% 1,839 $706K Add +0.1%
RSP Invesco S&P 500 Equal Weight 0.04% 3,898 $698K Add +0.0%
ADBE Adobe Inc. 0.04% 1,348 $698K Add +11.8%
IWY iShares Russell Top 200 Grow 0.04% 3,103 $683K Add +11.1%
FTNT Fortinet Inc. 0.04% 8,573 $665K Add +6.0%
SYK Stryker Corp. 0.04% 1,799 $650K Add +4.8%
IGV iShares Expanded Tech-Softwa 0.04% 7,037 $629K Add +7.3%
FDVV Fidelity High Dividend ETF 0.04% 12,151 $615K Add +28.6%
MUSA Murphy USA Inc. 0.03% 1,153 $568K No change
MA Mastercard Inc. Class A 0.03% 1,125 $556K Reduce -6.3%
IVV iShares Core S&P 500 ETF 0.03% 925 $534K Add +2.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.03% 2,010 $529K Add +0.1%
XLF SS Financial Select Sector 0.03% 11,595 $526K Reduce -6.4%
VNLA Janus Henderson Short Durati 0.03% 10,263 $503K Add +47.5%
MCK McKesson Corp. 0.03% 983 $486K Add +8.3%
IJT iShares S&P Small-Cap 600 GR 0.03% 3,448 $481K Reduce -3.7%
SO The Southern Co. 0.03% 5,233 $472K Reduce -3.8%
IJR iShares Core S&P Small-Cap E 0.03% 3,917 $458K No change
LOW Lowe's Cos Inc. 0.03% 1,539 $417K Reduce -0.1%
FIW First Trust Water ETF 0.03% 3,808 $416K Add +0.1%
XLK SS Technology Select Sector 0.03% 1,826 $412K Add +0.1%
VB Vanguard Most SM-Cap ETF-Usd 0.02% 1,713 $406K Reduce -4.0%
SSO Proshares Ultra S&P500 0.02% 4,467 $403K No change
WPM Wheaton Precious Metals Corp. 0.02% 6,299 $385K No change
HUBB Hubbell Inc. 0.02% 880 $377K Add +15.5%
CFA Victoryshares US 500 Volatil 0.02% 4,343 $374K No change
KLAC KLA Corp. 0.02% 474 $367K No change
NFLX Netflix Inc. 0.02% 517 $367K Reduce -7.2%
QTEC First Trust Nasdq 100 Tech I 0.02% 1,874 $359K No change
UNH Unitedhealth Group Inc. 0.02% 564 $330K Reduce -8.3%
SUB iShares Short-Term National 0.02% 3,071 $326K Reduce -20.4%
TSLA Tesla Inc. 0.02% 1,233 $323K Add +0.5%
EMR Emerson Electric Co. 0.02% 2,948 $322K No change
IVW iShares S&P 500 Growth ETF 0.02% 3,352 $321K No change
T AT&T Inc. 0.02% 14,427 $317K Reduce -7.6%
COP Conocophillips 0.02% 2,979 $314K No change
VIGI Vanguard Int Div App Indx FD 0.02% 3,400 $300K Reduce -2.4%
KO The Coca-Cola Co. 0.02% 4,159 $299K Add +1.1%
XLI SS Industrial Select Sector 0.02% 2,182 $296K Add +0.1%
PHO Invesco Water Resources ETF 0.02% 4,103 $289K Reduce -5.9%
ALL Allstate Corp. 0.02% 1,525 $289K No change
SHY iShares 1-3 Year Treasury Bo 0.02% 3,474 $289K Reduce -27.2%
AMD Advanced Micro Devices 0.02% 1,724 $283K Add +2.3%
ORCL Oracle Corp. 0.02% 1,659 $283K Add +1.6%
GE General Electric filed as GE AEROSPACE 0.02% 1,496 $282K No change
FHN First Horizon Corp. 0.02% 18,162 $282K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.02% 1,379 $277K No change
VZ Verizon Communications Inc. 0.02% 5,901 $265K Reduce -6.8%
PM Philip Morris International 0.02% 2,160 $262K Reduce -0.2%
VLO Valero Energy Corp. 0.02% 1,936 $261K Reduce -9.2%
IEF iShares 7-10 Year Treasury B 0.02% 2,614 $257K Reduce -49.2%
IWR iShares Russell Mid-Cap ETF 0.02% 2,905 $256K No change
XLE SS Energy Select Sector 0.02% 2,901 $255K No change
SMMU PIMCO SHRT TRM Muni BND ETF 0.02% 5,035 $254K Add +0.1%
FLRN SS SPDR BB Ig Float RT ETF 0.02% 8,097 $250K New
TMO Thermo Fisher Scientific Inc. 0.02% 404 $250K No change
VOOG Vanguard S&P 500 Growth ETF 0.01% 690 $238K No change
COF Capital One Financial Corp. 0.01% 1,590 $238K Reduce -20.1%
PEP Pepsico Inc. 0.01% 1,387 $236K Reduce -6.2%
ADP Automatic Data Processing 0.01% 802 $222K New
MUR Murphy Oil Corp. 0.01% 6,575 $222K No change
ACM Aecom 0.01% 2,148 $222K New
BP BP PLC-Spons ADR 0.01% 6,936 $218K No change
J Jacobs Solutions Inc. 0.01% 1,624 $213K No change
ISRG Intuitive Surgical Inc. 0.01% 426 $209K New
MS Morgan Stanley 0.01% 1,984 $207K New
FXD First Trust Consumer Discret 0.01% 3,265 $207K New
DIVB iShares Core Dividend ETF 0.01% 4,235 $205K New
LNG Cheniere Energy Inc. 0.01% 1,139 $205K New
IWL iShares Russell Top 200 ETF 0.01% 1,453 $204K New
IAU iShares Gold Trust 0.01% 4,067 $202K New
CRM Salesforce Inc. 0.01% 733 $201K Reduce -13.6%
BSCV Invesco Bulletshares 2031 CB 0.01% 11,851 $198K No change
F Ford Motor Co. filed as FORD MTR CO 0.01% 11,469 $121K Reduce -19.9%

Portfolio Sells Q2 2024 → Q3 2024
SHEL Shell PLC-ADR Reduce -1.3% 1.70% −0.35
LLY Eli Lilly & Co. Reduce -0.7% 1.78% −0.21
CVX Chevron Corp. Reduce -0.4% 0.97% −0.15
COST Costco Wholesale Corp. Reduce -1.3% 2.26% −0.12
QQQ Invesco QQQ Trust Series 1 Reduce -0.6% 1.29% −0.09
OBDC Blue Owl Capital Corp. Sold out 0.00% −0.05
ATO Atmos Energy Corp. Sold out 0.00% −0.04
AVGO Broadcom Inc. Reduce -1.1% 1.84% −0.04
TLT iShares 20+ Year Treasury BD Sold out 0.00% −0.03
EWJ iShares MSCI Japan ETF Sold out 0.00% −0.03
IHI iShares U.S. Medical Devices Reduce -29.2% 0.07% −0.03
XOM Exxon Mobil Corp. Reduce -5.8% 0.17% −0.02
SCHB Schwab US Broad Market ETF Reduce -0.2% 0.61% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.8% 0.28% −0.02
IEF iShares 7-10 Year Treasury B Reduce -49.2% 0.02% −0.02
AMAT Applied Materials Inc. Sold out 0.00% −0.02
BAC Bank of America Corp. Reduce -5.3% 0.06% −0.01
SHY iShares 1-3 Year Treasury Bo Reduce -27.2% 0.02% −0.01
FDN First Trust DJ Internet Ind Reduce -3.9% 0.08% −0.01
SUB iShares Short-Term National Reduce -20.4% 0.02% −0.01
VLO Valero Energy Corp. Reduce -9.2% 0.02% −0.01
SCHD Schwab US DVD Equity ETF Reduce -1.2% 0.55% −0.01
F Ford Motor Co. Reduce -19.9% 0.01% −0.00
VXF Vanguard Extended Market ETF Reduce -3.8% 0.09% −0.00
FXL First Trust Technology Alpha Reduce -2.1% 0.05% −0.00
COF Capital One Financial Corp. Reduce -20.1% 0.01% −0.00
MDY State Street SPDR S&P Midcap Reduce -1.9% 0.08% −0.00
NFLX Netflix Inc. Reduce -7.2% 0.02% −0.00
CRM Salesforce Inc. Reduce -13.6% 0.01% −0.00
PEP Pepsico Inc. Reduce -6.2% 0.01% −0.00
VYM Vanguard High DVD Yield ETF Reduce -2.8% 0.05% −0.00
XLF SS Financial Select Sector Reduce -6.4% 0.03% −0.00
RDVY First Trust Rising Dividend Reduce -0.2% 0.26% −0.00
MA Mastercard Inc. Class A Reduce -6.3% 0.03% −0.00
PHO Invesco Water Resources ETF Reduce -5.9% 0.02% −0.00
IJT iShares S&P Small-Cap 600 GR Reduce -3.7% 0.03% −0.00
VZ Verizon Communications Inc. Reduce -6.8% 0.02% −0.00
VB Vanguard Most SM-Cap ETF-Usd Reduce -4.0% 0.02% −0.00
UNH Unitedhealth Group Inc. Reduce -8.3% 0.02% −0.00
T AT&T Inc. Reduce -7.6% 0.02% −0.00
VIGI Vanguard Int Div App Indx FD Reduce -2.4% 0.02% −0.00
VIG Vanguard Dividend Apprec ETF Reduce -0.1% 0.06% −0.00
SO The Southern Co. Reduce -3.8% 0.03% +0.00
PM Philip Morris International Reduce -0.2% 0.02% +0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.0% 0.45% +0.00
LOW Lowe's Cos Inc. Reduce -0.1% 0.03% +0.00
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.9% 0.17% +0.00
BX Blackstone Inc. Reduce -1.4% 0.05% +0.01

Portfolio Buys Q2 2024 → Q3 2024
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +24.0% 5.04% +0.86
BSCU Invesco Bulletshares 2030 CB New 0.71% +0.71
LMT Lockheed Martin Corp. Add +63.1% 1.51% +0.71
IBM Intl Business Machines Corp. Add +1.4% 1.70% +0.28
WPC WP Carey Inc. Add +15.0% 0.91% +0.15
ABBV Abbvie Inc. Add +1.4% 1.89% +0.13
PWR Quanta Services Inc. Add +7.8% 0.82% +0.12
CGMS Cap Group US Multi-Sect Bond Add +22.2% 0.61% +0.09
ACN Accenture PLC Class A Add +2.2% 0.96% +0.08
VUSB Vanguard Ultra Short Bond Et Add +32.9% 0.44% +0.08
CSCO Cisco Systems Inc. Add +2.0% 1.38% +0.07
AAPL Apple Inc. Add +0.8% 2.59% +0.07
CAT Caterpillar Inc. Add +4.5% 0.56% +0.06
JMUB JPMorgan Municipal ETF Add +26.4% 0.37% +0.06
IWD iShares Russell 1000 Value E Add +3.9% 1.31% +0.05
META Meta Platforms Inc. Class A Add +4.1% 0.60% +0.05
AGG iShares Core U.S. Aggregate Add +12.7% 0.48% +0.04
ABT Abbott Laboratories Add +2.5% 0.86% +0.03
AVUV Avantis US Small Cap Value Add +2.8% 2.43% +0.03
SPLV Invesco S&P 500 Low Volatili Add +20.0% 0.16% +0.03
XMHQ Invesco S&P Midcap Qual ETF Add +8.9% 0.43% +0.02
MCD McDonald's Corp. Add +8.9% 0.13% +0.02
HD Home Depot Inc. Add +2.5% 0.16% +0.02
FLRN SS SPDR BB Ig Float RT ETF New 0.02% +0.02
WMT Walmart Inc. Add +0.2% 0.16% +0.01
ACM Aecom New 0.01% +0.01
ADP Automatic Data Processing New 0.01% +0.01
ISRG Intuitive Surgical Inc. New 0.01% +0.01
FXD First Trust Consumer Discret New 0.01% +0.01
MS Morgan Stanley New 0.01% +0.01
DIVB iShares Core Dividend ETF New 0.01% +0.01
LNG Cheniere Energy Inc. New 0.01% +0.01
IWL iShares Russell Top 200 ETF New 0.01% +0.01
IAU iShares Gold Trust New 0.01% +0.01
QUAL iShares MSCI USA Quality Fac Add +7.9% 0.25% +0.01
COWZ Pacer US Cash Cows 100 ETF Add +11.2% 0.13% +0.01
HYD Vaneck High Yield Muni ETF Add +10.1% 0.21% +0.01
VNLA Janus Henderson Short Durati Add +47.5% 0.03% +0.01
FDVV Fidelity High Dividend ETF Add +28.6% 0.04% +0.01
FTNT Fortinet Inc. Add +6.0% 0.04% +0.01
MMIT Nylim Mackay Muni Intermedia Add +7.4% 0.97% +0.01
HUBB Hubbell Inc. Add +15.5% 0.02% +0.00
TSLA Tesla Inc. Add +0.5% 0.02% +0.00
JNJ Johnson & Johnson Add +2.4% 0.05% +0.00
IJH iShares Core S&P Midcap ETF Add +2.3% 0.53% +0.00
VCSH Vanguard S/T Corp. Bond ETF Add +7.5% 0.12% +0.00
XSVM Invesco S&P Smallcap Value W Add +8.6% 0.04% +0.00
IWY iShares Russell Top 200 Grow Add +11.1% 0.04% +0.00
ORCL Oracle Corp. Add +1.6% 0.02% +0.00
SHV iShares 0-1 Year Treasury Bo Add +10.6% 0.09% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2026 182$2.1BFBND, PYLD, JAAA, BSCS, VTI
Q4 2025 182$2.0BFBND, VTI, PYLD, JAAA, BSCS
Q3 2025 182$2.0BFBND, VTI, PYLD, JAAA, BSCS
Q2 2025 176$1.8BJAAA, VTI, FBND, BSCS, IWF
Q1 2025 158$1.7BVTI, JAAA, BSCS, FBND, IWF
Q4 2024 163$1.7BVTI, JAAA, BSCS, FBND, IWF
Q3 2024 164$1.6BVTI, JAAA, BSCO, IWF, LQD
Q2 2024 158$1.5BVTI, JAAA, BSCO, IWF, LQD
Q1 2024 164$1.4BVTI, IWF, JAAA, BSCO, LQD