TruWealth Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), TruWealth Advisors, LLC reported 163 stock positions worth $1.7 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, 6.8%) and Invesco Bulletshares 2028 CB (BSCS, 5.1%). Compared with Q3 2024, it opened 10 new positions, sold out of 11, added to 81 and reduced 52. The biggest buy was a new position in PIMCO Multisector Bond Actv (PYLD) and the biggest sale an exit from Invesco Bulletshares 2024 CB (BSCO).

Most Recent 13F
Q1 2026
Location
Metairie, LA
CIK
0001834985
Portfolio Value
$1.7B (Q4 2024)
SEC Filing
0001667731-25-000029 ↗ filed Jan 15, 2025

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 Q3 2024 Q4 2024: $1.7B $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 163 stocks · $1.7B
VTI VG Morningstar TS MKT ETF-US 9.27% 530,416 $153.7M Reduce -1.0%
JAAA Janus Henderson Aaa Clo ETF 6.84% 2,237,340 $113.5M Reduce -10.3%
BSCS Invesco Bulletshares 2028 CB 5.06% 4,168,939 $83.9M Add +51.8%
FBND Fidelity Total Bond ETF 4.71% 1,740,086 $78.1M Add +44.6%
IWF iShares Russell 1000 Growth 4.38% 180,787 $72.6M Reduce -17.9%
BSCU Invesco Bulletshares 2030 CB 3.24% 3,278,163 $53.7M Add +380.8%
AVUV Avantis US Small Cap Value 3.05% 524,558 $50.6M Add +26.9%
PYLD PIMCO Multisector Bond Actv 2.83% 1,808,437 $46.9M New
LQD Ishr Ibx Usd Invgd CB ETF-Ui 2.79% 432,388 $46.2M Reduce -40.7%
AAPL Apple Inc. 2.78% 184,162 $46.1M Add +1.4%
AMZN Amazon.com Inc. 2.33% 176,355 $38.7M Reduce -4.2%
GOOG Alphabet Inc. Class C 2.30% 200,629 $38.2M Reduce -0.5%
MSFT Microsoft Corp. 2.26% 88,940 $37.5M Add +2.0%
QQQM Invesco Nasdaq 100 ETF 2.23% 175,664 $37.0M Add +0.1%
AVGO Broadcom Inc. 2.20% 157,447 $36.5M Reduce -9.7%
COST Costco Wholesale Corp. 2.03% 36,712 $33.6M Reduce -11.7%
JPM JPMorgan Chase & Co. 1.83% 126,908 $30.4M Reduce -2.1%
ABBV Abbvie Inc. 1.69% 157,641 $28.0M Add +0.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.64% 124,002 $27.3M Reduce -1.4%
CSCO Cisco Systems Inc. 1.52% 426,917 $25.3M Add +0.5%
SMH Vaneck Semiconductor ETF 1.46% 100,319 $24.3M Add +2.9%
LLY Eli Lilly & Co. 1.45% 31,231 $24.1M Reduce -5.0%
QQQ Invesco QQQ Trust Series 1 1.33% 43,194 $22.1M Reduce -0.1%
IWD iShares Russell 1000 Value E 1.29% 115,515 $21.4M Add +2.3%
LMT Lockheed Martin Corp. 1.26% 43,011 $20.9M Add +2.1%
SHEL Shell PLC-ADR 1.22% 322,604 $20.2M Reduce -23.3%
XMHQ Invesco S&P Midcap Qual ETF 1.19% 199,714 $19.7M Add +193.7%
BSCP Invesco Bulletshares 2025 CB 1.17% 937,685 $19.4M Add +1.2%
VOO Vanguard S&P 500 ETF 1.14% 35,059 $18.9M Add +1.4%
UCON First Trust Smith Unconstrai 1.07% 721,532 $17.8M Add +0.8%
V Visa Inc. Class A 1.06% 55,547 $17.6M Add +1.7%
SPHQ Invesco S&P 500 Quality ETF 1.04% 258,141 $17.3M Add +0.7%
FANG Diamondback Energy Inc. 0.98% 99,525 $16.3M Add +4.2%
CVX Chevron Corp. 0.96% 109,577 $15.9M Add +1.9%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 0.95% 655,457 $15.7M Add +2.0%
PWR Quanta Services Inc. 0.87% 45,553 $14.4M Add +1.3%
ABT Abbott Laboratories 0.85% 125,094 $14.1M Add +1.3%
CGMS Cap Group US Multi-Sect Bond 0.84% 512,303 $14.0M Add +42.9%
WPC WP Carey Inc. 0.80% 242,277 $13.2M Add +1.1%
SNV Synovus Financial Corp. 0.74% 241,060 $12.3M New
FSMB First Trust Short Dur Manag 0.66% 547,562 $10.9M Add +0.7%
META Meta Platforms Inc. Class A 0.63% 17,926 $10.5M Add +4.6%
SCHB Schwab US Broad Market ETF 0.62% 454,278 $10.3M Add +1.6%
FCX Freeport-McMoran Inc. 0.62% 268,639 $10.2M Add +1513.5%
IJH iShares Core S&P Midcap ETF 0.54% 144,278 $9.0M Add +3.2%
VRTX Vertex Pharmaceuticals Inc. 0.54% 22,241 $9.0M Reduce -2.4%
SCHD Schwab US DVD Equity ETF 0.52% 315,091 $8.6M Reduce -1.3%
CAT Caterpillar Inc. 0.51% 23,221 $8.4M Reduce -0.1%
AGG iShares Core U.S. Aggregate 0.50% 85,273 $8.3M Add +10.4%
VUSB Vanguard Ultra Short Bond Et 0.49% 164,030 $8.1M Add +13.1%
MUST Columbia Multi-Sect Muni Inc. 0.47% 387,478 $7.9M Add +0.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.45% 27,975 $7.4M Reduce -0.5%
JMUB JPMorgan Municipal ETF 0.42% 139,864 $7.0M Add +17.5%
NVDA Nvidia Corp. 0.32% 39,530 $5.3M Add +1.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.28% 7,885 $4.6M Reduce -0.6%
QUAL iShares MSCI USA Quality Fac 0.26% 23,855 $4.2M Add +4.5%
RDVY First Trust Rising Dividend 0.25% 71,145 $4.2M Add +1.0%
JCPB JPMorgan Core Plus Bond ETF 0.25% 88,688 $4.1M Add +1.1%
HYD Vaneck High Yield Muni ETF 0.21% 65,606 $3.4M Add +2.2%
GSY Invesco Ultra Short Duration 0.20% 66,643 $3.3M Reduce -6.8%
XLV SS Health Care Select Sector 0.20% 24,253 $3.3M Add +3.1%
WMT Walmart Inc. 0.18% 33,406 $3.0M Add +2.8%
GOOGL Alphabet Inc. Class A 0.17% 14,685 $2.8M Add +0.6%
BRK.B Berkshire Hathaway Inc. Class B 0.16% 5,887 $2.7M Reduce -0.2%
SPLV Invesco S&P 500 Low Volatili 0.16% 37,687 $2.6M Add +3.3%
HD Home Depot Inc. 0.16% 6,724 $2.6M Add +3.1%
VHT Vanguard Health Care ETF 0.15% 9,577 $2.4M Reduce -1.7%
XOM Exxon Mobil Corp. 0.14% 22,204 $2.4M Reduce -4.0%
VGT Vanguard Info Tech ETF 0.14% 3,768 $2.3M Add +1.1%
COWZ Pacer US Cash Cows 100 ETF 0.14% 40,539 $2.3M Add +12.2%
AMP Ameriprise Financial Inc. 0.13% 4,194 $2.2M Reduce -2.2%
VCSH Vanguard S/T Corp. Bond ETF 0.12% 25,978 $2.0M Add +2.8%
MCD McDonald's Corp. 0.11% 6,507 $1.9M Reduce -10.0%
FDN First Trust DJ Internet Ind 0.09% 6,412 $1.6M Add +0.7%
VXF Vanguard Extended Market ETF 0.09% 7,428 $1.4M Reduce -11.5%
MDY State Street SPDR S&P Midcap 0.07% 2,101 $1.2M Reduce -7.3%
BX Blackstone Inc. 0.07% 6,614 $1.1M Add +32.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 24,823 $1.1M Add +1.6%
PFE Pfizer Inc. 0.06% 39,273 $1.0M Reduce -0.8%
IHI iShares U.S. Medical Devices 0.06% 16,222 $947K Reduce -10.9%
VIG Vanguard Dividend Apprec ETF 0.06% 4,814 $943K No change
SHV iShares 0-1 Year Treasury Bo 0.06% 8,452 $931K Reduce -34.7%
MRK Merck & Co. Inc. 0.05% 9,078 $903K Reduce -1.4%
IWY iShares Russell Top 200 Grow 0.05% 3,743 $881K Add +20.6%
VYM Vanguard High DVD Yield ETF 0.05% 6,734 $859K Reduce -2.8%
FTNT Fortinet Inc. 0.05% 8,919 $843K Add +4.0%
FXL First Trust Technology Alpha 0.05% 5,562 $826K Reduce -1.6%
PG The Procter & Gamble Co. 0.05% 4,901 $822K Reduce -1.1%
JNJ Johnson & Johnson 0.05% 5,652 $817K Add +2.9%
DVY iShares Select Dividend ETF 0.05% 5,977 $785K Add +0.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 1,843 $756K Add +0.2%
IGV iShares Expanded Tech-Softwa 0.04% 7,456 $746K Add +6.0%
FDVV Fidelity High Dividend ETF 0.04% 14,099 $704K Add +16.0%
XSVM Invesco S&P Smallcap Value W 0.04% 12,765 $695K Reduce -1.5%
SYK Stryker Corp. 0.04% 1,927 $694K Add +7.1%
RSP Invesco S&P 500 Equal Weight 0.04% 3,900 $683K Add +0.1%
TBIL F/M US Treasury 3 Month Bill 0.04% 13,176 $657K New
OBDC Blue Owl Capital Corp. 0.04% 42,803 $647K New
MCK McKesson Corp. 0.04% 1,073 $612K Add +9.2%
MA Mastercard Inc. Class A 0.04% 1,141 $601K Add +1.4%
ADBE Adobe Inc. 0.04% 1,329 $591K Reduce -1.4%
MUSA Murphy USA Inc. 0.03% 1,153 $579K No change
XLF SS Financial Select Sector 0.03% 11,598 $561K Add +0.0%
IVV iShares Core S&P 500 ETF 0.03% 925 $545K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.03% 2,012 $543K Add +0.1%
TSLA Tesla Inc. 0.03% 1,205 $487K Reduce -2.3%
IJT iShares S&P Small-Cap 600 GR 0.03% 3,575 $484K Add +3.7%
NFLX Netflix Inc. 0.03% 518 $462K Add +0.2%
VNLA Janus Henderson Short Durati 0.03% 9,242 $452K Reduce -9.9%
IJR iShares Core S&P Small-Cap E 0.03% 3,917 $451K No change
SO The Southern Co. 0.03% 5,437 $448K Add +3.9%
XLK SS Technology Select Sector 0.03% 1,827 $425K Add +0.1%
SSO Proshares Ultra S&P500 0.02% 4,467 $413K No change
VB Vanguard Most SM-Cap ETF-Usd 0.02% 1,720 $413K Add +0.4%
FIW First Trust Water ETF 0.02% 3,818 $390K Add +0.3%
TLT iShares 20+ Year Treasury BD 0.02% 4,431 $387K New
HUBB Hubbell Inc. 0.02% 916 $384K Add +4.1%
LOW Lowe's Cos Inc. 0.02% 1,540 $380K Add +0.1%
CFA Victoryshares US 500 Volatil 0.02% 4,343 $369K No change
FHN First Horizon Corp. 0.02% 18,162 $366K No change
EMR Emerson Electric Co. 0.02% 2,948 $365K No change
QTEC First Trust Nasdq 100 Tech I 0.02% 1,874 $353K No change
IVW iShares S&P 500 Growth ETF 0.02% 3,352 $340K No change
T AT&T Inc. 0.02% 14,039 $320K Reduce -2.7%
ATO Atmos Energy Corp. 0.02% 2,190 $305K New
SUB iShares Short-Term National 0.02% 2,869 $303K Reduce -6.6%
KLAC KLA Corp. 0.02% 469 $296K Reduce -1.1%
XLI SS Industrial Select Sector 0.02% 2,183 $288K Add +0.1%
WPM Wheaton Precious Metals Corp. 0.02% 5,078 $286K Reduce -19.4%
PHO Invesco Water Resources ETF 0.02% 4,247 $279K Add +3.5%
ORCL Oracle Corp. 0.02% 1,666 $278K Add +0.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.02% 1,380 $273K Add +0.1%
FLRN SS SPDR BB Ig Float RT ETF 0.02% 8,761 $269K Add +8.2%
KO The Coca-Cola Co. 0.02% 4,227 $263K Add +1.6%
VIGI Vanguard Int Div App Indx FD 0.02% 3,277 $262K Reduce -3.6%
IWR iShares Russell Mid-Cap ETF 0.02% 2,905 $257K No change
UNH Unitedhealth Group Inc. 0.02% 506 $256K Reduce -10.3%
ALL Allstate Corp. 0.02% 1,320 $254K Reduce -13.4%
VOOG Vanguard S&P 500 Growth ETF 0.02% 690 $253K No change
SMMU PIMCO SHRT TRM Muni BND ETF 0.02% 5,043 $251K Add +0.2%
MS Morgan Stanley 0.01% 1,984 $249K No change
CRM Salesforce Inc. 0.01% 736 $246K Add +0.4%
PM Philip Morris International 0.01% 2,041 $246K Reduce -5.5%
LNG Cheniere Energy Inc. 0.01% 1,140 $245K Add +0.1%
SHY iShares 1-3 Year Treasury Bo 0.01% 2,970 $243K Reduce -14.5%
ADP Automatic Data Processing 0.01% 824 $241K Add +2.7%
RTX RTX Corp. 0.01% 2,024 $234K New
COP Conocophillips 0.01% 2,341 $232K Reduce -21.4%
XLE SS Energy Select Sector 0.01% 2,699 $231K Reduce -7.0%
ACM Aecom 0.01% 2,148 $229K No change
VZ Verizon Communications Inc. 0.01% 5,675 $227K Reduce -3.8%
ISRG Intuitive Surgical Inc. 0.01% 424 $221K Reduce -0.5%
J Jacobs Solutions Inc. 0.01% 1,624 $217K No change
SCHA Schwab US Small-Cap ETF 0.01% 8,248 $214K New
IEF iShares 7-10 Year Treasury B 0.01% 2,315 $214K Reduce -11.4%
FXD First Trust Consumer Discret 0.01% 3,265 $211K No change
IWL iShares Russell Top 200 ETF 0.01% 1,453 $210K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.01% 1,871 $208K New
AMD Advanced Micro Devices 0.01% 1,718 $208K Reduce -0.3%
PNQI Invesco Nasdaq Internet ETF 0.01% 4,325 $202K New
DIVB iShares Core Dividend ETF 0.01% 4,235 $201K No change
BSCV Invesco Bulletshares 2031 CB 0.01% 11,851 $190K No change
F Ford Motor Co. filed as FORD MTR CO 0.01% 11,469 $114K No change

Portfolio Sells Q3 2024 → Q4 2024
BSCO Invesco Bulletshares 2024 CB Sold out 0.00% −5.24
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -40.7% 2.79% −2.26
ACN Accenture PLC Class A Sold out 0.00% −0.96
JAAA Janus Henderson Aaa Clo ETF Reduce -10.3% 6.84% −0.93
MPC Marathon Petroleum Corp. Sold out 0.00% −0.75
IWF iShares Russell 1000 Growth Reduce -17.9% 4.38% −0.69
SHEL Shell PLC-ADR Reduce -23.3% 1.22% −0.48
LLY Eli Lilly & Co. Reduce -5.0% 1.45% −0.33
COST Costco Wholesale Corp. Reduce -11.7% 2.03% −0.23
VRTX Vertex Pharmaceuticals Inc. Reduce -2.4% 0.54% −0.11
IBM Intl Business Machines Corp. Reduce -1.4% 1.64% −0.06
CAT Caterpillar Inc. Reduce -0.1% 0.51% −0.05
SHV iShares 0-1 Year Treasury Bo Reduce -34.7% 0.06% −0.03
SCHD Schwab US DVD Equity ETF Reduce -1.3% 0.52% −0.03
VTI VG Morningstar TS MKT ETF-US Reduce -1.0% 9.27% −0.03
XOM Exxon Mobil Corp. Reduce -4.0% 0.14% −0.02
VHT Vanguard Health Care ETF Reduce -1.7% 0.15% −0.02
MCD McDonald's Corp. Reduce -10.0% 0.11% −0.02
GSY Invesco Ultra Short Duration Reduce -6.8% 0.20% −0.02
GE General Electric Sold out 0.00% −0.02
VLO Valero Energy Corp. Sold out 0.00% −0.02
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.02
COF Capital One Financial Corp. Sold out 0.00% −0.01
PEP Pepsico Inc. Sold out 0.00% −0.01
MUR Murphy Oil Corp. Sold out 0.00% −0.01
BP BP PLC-Spons ADR Sold out 0.00% −0.01
IAU iShares Gold Trust Sold out 0.00% −0.01
MRK Merck & Co. Inc. Reduce -1.4% 0.05% −0.01
IHI iShares U.S. Medical Devices Reduce -10.9% 0.06% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.5% 0.45% −0.01
VXF Vanguard Extended Market ETF Reduce -11.5% 0.09% −0.01
PFE Pfizer Inc. Reduce -0.8% 0.06% −0.01
ADBE Adobe Inc. Reduce -1.4% 0.04% −0.01
MDY State Street SPDR S&P Midcap Reduce -7.3% 0.07% −0.01
WPM Wheaton Precious Metals Corp. Reduce -19.4% 0.02% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.2% 0.16% −0.01
COP Conocophillips Reduce -21.4% 0.01% −0.01
AMD Advanced Micro Devices Reduce -0.3% 0.01% −0.00
UNH Unitedhealth Group Inc. Reduce -10.3% 0.02% −0.00
KLAC KLA Corp. Reduce -1.1% 0.02% −0.00
VNLA Janus Henderson Short Durati Reduce -9.9% 0.03% −0.00
SHY iShares 1-3 Year Treasury Bo Reduce -14.5% 0.01% −0.00
PG The Procter & Gamble Co. Reduce -1.1% 0.05% −0.00
IEF iShares 7-10 Year Treasury B Reduce -11.4% 0.01% −0.00
VYM Vanguard High DVD Yield ETF Reduce -2.8% 0.05% −0.00
VIGI Vanguard Int Div App Indx FD Reduce -3.6% 0.02% −0.00
VZ Verizon Communications Inc. Reduce -3.8% 0.01% −0.00
ALL Allstate Corp. Reduce -13.4% 0.02% −0.00
XSVM Invesco S&P Smallcap Value W Reduce -1.5% 0.04% −0.00
SUB iShares Short-Term National Reduce -6.6% 0.02% −0.00

Portfolio Buys Q3 2024 → Q4 2024
PYLD PIMCO Multisector Bond Actv New 2.83% +2.83
BSCU Invesco Bulletshares 2030 CB Add +380.8% 3.24% +2.53
BSCS Invesco Bulletshares 2028 CB Add +51.8% 5.06% +1.60
FBND Fidelity Total Bond ETF Add +44.6% 4.71% +1.26
XMHQ Invesco S&P Midcap Qual ETF Add +193.7% 1.19% +0.76
SNV Synovus Financial Corp. New 0.74% +0.74
AVUV Avantis US Small Cap Value Add +26.9% 3.05% +0.62
FCX Freeport-McMoran Inc. Add +1513.5% 0.62% +0.57
CGMS Cap Group US Multi-Sect Bond Add +42.9% 0.84% +0.23
AAPL Apple Inc. Add +1.4% 2.78% +0.19
CSCO Cisco Systems Inc. Add +0.5% 1.52% +0.14
V Visa Inc. Class A Add +1.7% 1.06% +0.14
QQQM Invesco Nasdaq 100 ETF Add +0.1% 2.23% +0.07
JMUB JPMorgan Municipal ETF Add +17.5% 0.42% +0.05
VUSB Vanguard Ultra Short Bond Et Add +13.1% 0.49% +0.05
PWR Quanta Services Inc. Add +1.3% 0.87% +0.05
TBIL F/M US Treasury 3 Month Bill New 0.04% +0.04
OBDC Blue Owl Capital Corp. New 0.04% +0.04
META Meta Platforms Inc. Class A Add +4.6% 0.63% +0.03
NVDA Nvidia Corp. Add +1.1% 0.32% +0.03
TLT iShares 20+ Year Treasury BD New 0.02% +0.02
BX Blackstone Inc. Add +32.4% 0.07% +0.02
VOO Vanguard S&P 500 ETF Add +1.4% 1.14% +0.02
WMT Walmart Inc. Add +2.8% 0.18% +0.02
GOOGL Alphabet Inc. Class A Add +0.6% 0.17% +0.02
AGG iShares Core U.S. Aggregate Add +10.4% 0.50% +0.02
ATO Atmos Energy Corp. New 0.02% +0.02
SCHB Schwab US Broad Market ETF Add +1.6% 0.62% +0.01
RTX RTX Corp. New 0.01% +0.01
SCHA Schwab US Small-Cap ETF New 0.01% +0.01
DIS The Walt Disney Co. New 0.01% +0.01
PNQI Invesco Nasdaq Internet ETF New 0.01% +0.01
FDN First Trust DJ Internet Ind Add +0.7% 0.09% +0.01
IWY iShares Russell Top 200 Grow Add +20.6% 0.05% +0.01
FTNT Fortinet Inc. Add +4.0% 0.05% +0.01
COWZ Pacer US Cash Cows 100 ETF Add +12.2% 0.14% +0.01
IJH iShares Core S&P Midcap ETF Add +3.2% 0.54% +0.01
VGT Vanguard Info Tech ETF Add +1.1% 0.14% +0.01
MCK McKesson Corp. Add +9.2% 0.04% +0.01
IGV iShares Expanded Tech-Softwa Add +6.0% 0.04% +0.01
BAC Bank of America Corp. Add +1.6% 0.07% +0.01
QUAL iShares MSCI USA Quality Fac Add +4.5% 0.26% +0.01
NFLX Netflix Inc. Add +0.2% 0.03% +0.01
FDVV Fidelity High Dividend ETF Add +16.0% 0.04% +0.00
CRM Salesforce Inc. Add +0.4% 0.01% +0.00
VUG Vanguard Mrngstar GR ETF-Sui Add +0.2% 0.05% +0.00
LNG Cheniere Energy Inc. Add +0.1% 0.01% +0.00
MA Mastercard Inc. Class A Add +1.4% 0.04% +0.00
SYK Stryker Corp. Add +7.1% 0.04% +0.00
XLF SS Financial Select Sector Add +0.0% 0.03% +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