Twin Focus Capital Partners, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Twin Focus Capital Partners, LLC reported 167 stock positions worth $714.2 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 11.2% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 9.8%) and iShares Gold Trust (IAU, 8.7%). Compared with Q1 2025, it opened 25 new positions, sold out of 12, added to 38 and reduced 42. The biggest buy was a new position in Klaviyo Class A (KVYO) and the biggest sale an exit from iShares Russell 1000 Growth (IWF).

Most Recent 13F
Q2 2026
Location
Boston, MA
CIK
0001387761
Portfolio Value
$714.2M (Q2 2025)
SEC Filing
0001172661-25-003058 ↗ filed Aug 12, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $525.3M Q1 2024 Q2 2024: $626.1M Q2 2024 Q3 2024: $634.0M Q3 2024 Q4 2024: $676.6M Q4 2024 Q1 2025: $643.8M Q1 2025 Q2 2025: $714.2M $714.2M Q2 2025 Q3 2025: $786.9M Q3 2025 Q4 2025: $867.7M Q4 2025 Q1 2026: $870.1M Q1 2026 Q2 2026: $982.7M Q2 2026

Holdings 167 stocks · $714.2M
IEFA iShares Core MSCI Eafe ETF 11.17% 955,580 $79.8M Add +5.6%
VTI VG Morningstar TS MKT ETF-US 9.80% 230,270 $70.0M Reduce -0.6%
IAU iShares Gold Trust 8.66% 991,700 $61.8M Add +19.2%
DELL Dell Technologies -C 3.91% 228,000 $28.0M No change
SPYG SS SPDR P S&P 500 Growth ETF 3.13% 234,498 $22.4M Reduce -3.3%
GLD SPDR Gold Shares 2.94% 68,776 $21.0M Reduce -7.9%
ITOT iShares Core S&P Total U.S. 2.90% 153,296 $20.7M Reduce -8.3%
SPY SS SPDR S&P 500 ETF Trust-US 2.30% 26,538 $16.4M Add +0.2%
VTIP Vanguard Short-Term Tips 2.23% 317,140 $15.9M Reduce -0.0%
JAAA Janus Henderson Aaa Clo ETF 2.04% 287,009 $14.6M Add +14.7%
KVYO Klaviyo Inc. Class A 2.01% 427,136 $14.3M New
VOO Vanguard S&P 500 ETF 1.97% 24,796 $14.1M Reduce -25.8%
IWB iShares Russell 1000 ETF 1.96% 41,172 $14.0M Reduce -23.5%
AGG iShares Core U.S. Aggregate 1.82% 131,094 $13.0M Add +8.4%
TIP iShares Tips Bond ETF 1.66% 107,631 $11.8M Reduce -0.8%
IVW iShares S&P 500 Growth ETF 1.54% 100,205 $11.0M Add +16.0%
VWO Vanguard Ftse Emerging Marke 1.42% 205,330 $10.2M Reduce -0.1%
BKGI BNY Mellon GLBL Infra Inc. 1.41% 256,019 $10.1M Add +58.9%
VIG Vanguard Dividend Apprec ETF 1.28% 44,828 $9.2M Reduce -1.6%
IWS iShares Russell Mid-Cap Valu 1.27% 68,402 $9.0M Reduce -3.3%
XLU St Sr Utl SL SE SPDR ETF-Usd 1.24% 108,050 $8.8M Reduce -0.2%
ESGV Vanguard ESG US Stock ETF 1.14% 74,092 $8.1M Reduce -16.0%
IVV iShares Core S&P 500 ETF 1.11% 12,773 $7.9M Add +33.1%
IEMG iShares Core MSCI Emerging 1.10% 131,122 $7.9M Reduce -9.1%
VEA Vanguard Ftse Developed ETF 1.07% 133,626 $7.6M Add +6.2%
VEU Vanguard Ftse All-World Ex-U 0.99% 105,404 $7.1M Reduce -3.9%
QQQ Invesco QQQ Trust Series 1 0.99% 12,783 $7.1M Add +7.8%
AAPL Apple Inc. 0.97% 33,805 $6.9M No change
VUG Vanguard Mrngstar GR ETF-Sui 0.95% 15,433 $6.8M Add +3.5%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.86% 37,494 $6.2M Add +0.3%
IJH iShares Core S&P Midcap ETF 0.85% 98,212 $6.1M Add +1.0%
VT Vanguard Tot World STK ETF 0.81% 45,063 $5.8M Add +3.0%
VSS Vanguard Ftse All Wo X-US SC 0.80% 42,511 $5.7M Reduce -4.7%
IWR iShares Russell Mid-Cap ETF 0.77% 59,916 $5.5M Reduce -1.1%
VSGX Vanguard ESG Intl Stock ETF 0.65% 70,807 $4.6M Add +34.8%
CGEM Cullinan Therapeutics Inc. 0.63% 595,489 $4.5M No change
XLV SS Health Care Select Sector 0.60% 31,563 $4.3M Reduce -33.5%
VXUS Vanguard Total Intl Stock 0.58% 59,722 $4.1M No change
EEM iShares MSCI Emerging Market 0.58% 85,269 $4.1M Reduce -9.2%
XLK SS Technology Select Sector 0.57% 15,999 $4.1M Reduce -2.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.57% 14,160 $4.0M Add +11.0%
IWV iShares Russell 3000 ETF 0.56% 11,360 $4.0M Reduce -1.4%
VDE Vanguard Energy ETF 0.55% 32,977 $3.9M No change
ILCG iShares Morningstar Growth E 0.48% 35,142 $3.4M Add +0.8%
VTV Vanguard Mrngstr Val ETF-Aui 0.47% 18,876 $3.3M Add +40.6%
ICE Intercontinental Exchange Inc. 0.46% 18,005 $3.3M No change
AMZN Amazon.com Inc. 0.46% 15,037 $3.3M New
IWD iShares Russell 1000 Value E 0.43% 15,943 $3.1M No change
MSFT Microsoft Corp. 0.43% 6,127 $3.0M Reduce -2.4%
SDY SS SPDR S&P Dividend ETF 0.43% 22,373 $3.0M Add +4.6%
IWM iShares Russell 2000 ETF 0.41% 13,593 $2.9M Reduce -46.3%
TLT iShares 20+ Year Treasury BD 0.39% 31,858 $2.8M Reduce -5.4%
VXF Vanguard Extended Market ETF 0.38% 14,177 $2.7M Reduce -13.2%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.38% 6,098 $2.7M No change
XLP SS Consumer Staples Sel Sect 0.31% 27,534 $2.2M Reduce -1.4%
IJR iShares Core S&P Small-Cap E 0.30% 19,328 $2.1M Reduce -4.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.29% 7,000 $2.1M No change
GOOGL Alphabet Inc. Class A 0.28% 11,180 $2.0M Add +4.2%
BLK BlackRock Inc. 0.27% 1,850 $1.9M No change
AVGO Broadcom Inc. 0.27% 7,000 $1.9M Reduce -22.6%
IEV iShares Europe ETF 0.25% 28,624 $1.8M Add +1.8%
VOXR Vox Royalty Corp. 0.25% 558,988 $1.8M No change
VYM Vanguard High DVD Yield ETF 0.23% 12,466 $1.7M Add +383.0%
CEF Sprott Physical Gold and Sil 0.23% 53,845 $1.6M No change
SPYV SS SPDR P S&P 500 Value ETF 0.22% 30,244 $1.6M Add +6.3%
VCSH Vanguard S/T Corp. Bond ETF 0.21% 19,263 $1.5M Add +11.3%
HUBS HubSpot Inc. 0.21% 2,666 $1.5M New
IEI iShares 3-7 Year Treasury Bo 0.21% 12,358 $1.5M Add +0.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.19% 4,960 $1.4M Reduce -5.1%
GEV GE Vernova Inc. 0.19% 2,593 $1.4M No change
HGER Harbor Commodity All Weather 0.19% 55,500 $1.3M New
SOXX iShares Semiconductor ETF 0.19% 5,601 $1.3M Reduce -40.3%
ESGE iShares Inc. iShares ESG Awar 0.18% 32,656 $1.3M Reduce -5.1%
IVE iShares S&P 500 Value ETF 0.17% 6,276 $1.2M New
JPM JPMorgan Chase & Co. 0.17% 4,122 $1.2M No change
AIQ Global X Art Intel & Tech 0.16% 26,865 $1.2M No change
GLP Global Partners LP 0.16% 22,000 $1.2M No change
GE General Electric filed as GE AEROSPACE 0.16% 4,377 $1.1M No change
UBER Uber Technologies Inc. 0.15% 11,708 $1.1M No change
NVDA Nvidia Corp. 0.15% 6,690 $1.1M No change
XOM Exxon Mobil Corp. 0.14% 9,227 $995K No change
CRWD CrowdStrike Holdings Inc. Class A 0.14% 1,930 $983K No change
XBI SS SPDR S&P Biotech ETF 0.14% 11,800 $979K No change
RTX RTX Corp. 0.13% 6,450 $942K Reduce -2.6%
VB Vanguard Most SM-Cap ETF-Usd 0.12% 3,721 $882K Add +12.1%
MCK McKesson Corp. 0.12% 1,200 $879K No change
ADX Adams Diversified Equity 0.12% 40,205 $873K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.12% 9,000 $869K Reduce -49.4%
IUSG iShares Core S&P U.S. Growth 0.11% 5,331 $802K New
STEW SRH Total Return Fund Inc. 0.11% 43,487 $769K Reduce -21.0%
BRK.A Berkshire Hathaway Inc. Class A 0.10% 1 $729K No change
CART Maplebear Inc. 0.10% 15,700 $710K No change
MLPA Global X MLP ETF 0.09% 13,384 $672K No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.09% 12,200 $663K No change
EFV iShares MSCI Eafe Value ETF 0.09% 10,220 $649K Add +149.3%
GLW Corning Inc. 0.09% 12,016 $632K Add +0.1%
FIS Fidelity National Info Serv 0.09% 7,695 $626K Add +58.0%
EWJ iShares MSCI Japan ETF 0.08% 8,072 $605K Add +164.7%
UNH Unitedhealth Group Inc. 0.08% 1,925 $601K New
WIW Western Asst Infl-LNK Opp 0.08% 67,463 $591K Add +3.7%
VNM Vaneck Vietnam ETF 0.08% 42,721 $587K No change
RMT Royce Micro-Cap Trust Inc. 0.08% 62,161 $575K No change
FMDE Fidelity Enhanced Mid Cap Co. 0.08% 16,546 $569K No change
T AT&T Inc. 0.08% 19,526 $565K No change
GSY Invesco Ultra Short Duration 0.08% 10,980 $551K No change
SCZ iShares MSCI Eafe Small-Cap 0.07% 7,320 $532K Reduce -50.5%
VNQ Vanguard Real Estate ETF 0.07% 5,955 $530K Reduce -22.4%
URA Global X Uranium ETF 0.07% 13,600 $528K Add +18.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 10,934 $517K No change
MCHI iShares MSCI China ETF 0.07% 9,318 $513K No change
GOOG Alphabet Inc. Class C 0.07% 2,790 $495K Reduce -28.3%
NLR Vaneck Urani & Nuclr ETF-Usd 0.07% 4,350 $484K Add +20.8%
VCIT Vanguard Int-Term Corporate 0.07% 5,712 $474K New
C Citigroup Inc. 0.07% 5,500 $468K Reduce -0.1%
IYY iShares Dow Jones U.S. ETF 0.06% 3,049 $460K No change
PG The Procter & Gamble Co. 0.06% 2,851 $454K No change
EWG iShares MSCI Germany ETF 0.06% 10,672 $452K No change
DKNG Draftkings Inc. Class A 0.06% 10,039 $431K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.06% 2,131 $416K Add +6.5%
GDX Vaneck Gold Miners ETF 0.06% 7,823 $407K No change
TY Tri-Continental Corp. 0.06% 12,611 $399K Add +8.6%
PLTM Graniteshares Platinum Trust 0.05% 30,000 $390K No change
VZ Verizon Communications Inc. 0.05% 8,966 $388K No change
SPXE Proshares S&P 500 Ex-Energy 0.05% 5,800 $388K No change
EZU iShares MSCI Eurozone ETF 0.05% 6,337 $377K New
MU Micron Technology Inc. 0.05% 3,000 $370K No change
DGRW Wisdomtree U.S. Quality Divi 0.05% 4,320 $362K No change
EWY iShares MSCI South Korea ETF 0.05% 4,955 $356K No change
WMT Walmart Inc. 0.05% 3,523 $344K No change
GEHC GE Healthcare Technology 0.05% 4,625 $343K No change
VIGI Vanguard Int Div App Indx FD 0.05% 3,650 $329K No change
EFG iShares MSCI Eafe Growth ETF 0.05% 2,918 $327K New
WFC Wells Fargo & Co. 0.05% 4,047 $324K No change
BRK.B Berkshire Hathaway Inc. Class B 0.04% 656 $319K No change
XOP SS SPDR S&P Og Exp & Prod 0.04% 2,523 $317K Reduce -16.0%
XYZ Block Inc. 0.04% 4,600 $312K No change
PMO Franklin Muncipl Opps Tst-Ui 0.04% 31,294 $309K No change
CLOA iShares Aaa Clo Act ETF-Usdi 0.04% 5,750 $299K New
PPLT Abrdn Physical Platinum SHRS 0.04% 2,400 $295K No change
PRU Prudential Financial Inc. 0.04% 2,650 $285K No change
ASA ASA Gold and Precious Metals 0.04% 8,900 $281K No change
LLY Eli Lilly & Co. 0.04% 353 $275K No change
MRSH Marsh & McLennan Cos 0.04% 1,253 $274K No change
DYNF Ishrs US E F R A ETF-Usd Inc. 0.04% 5,027 $274K New
EFA iShares MSCI Eafe ETF 0.04% 3,031 $271K New
QUAL iShares MSCI USA Quality Fac 0.04% 1,400 $256K New
AMT American Tower Corp. 0.04% 1,135 $251K Reduce -11.7%
IEF iShares 7-10 Year Treasury B 0.04% 2,607 $250K New
VGK Vanguard Ftse Europe ETF 0.03% 3,073 $238K Add +1.4%
BTT BlackRock 2030 Muni TRGT TRM 0.03% 10,790 $236K Add +12.5%
IDXX Idexx Laboratories Inc. 0.03% 440 $236K New
IWP iShares Russell Mid-Cap Grow 0.03% 1,655 $230K New
BNDX Vanguard Total Intl Bond ETF 0.03% 4,528 $224K Reduce -19.5%
META Meta Platforms Inc. Class A 0.03% 302 $223K New
PYPL PayPal Holdings Inc. 0.03% 2,925 $217K New
SLV iShares Silver Trust 0.03% 6,530 $214K No change
IQLT iShares MSCI International Q 0.03% 4,900 $212K New
BTC Grayscale Bitcoin Mini ETF 0.03% 4,413 $211K New
BA The Boeing Co. 0.03% 1,000 $210K New
EMXC iShares MSCI Emr MRK Ex Chna 0.03% 3,305 $209K New
INTC Intel Corp. 0.03% 9,101 $204K New
EAGG iShares ESG Aware US Aggrega 0.03% 4,247 $202K No change
COMT iShares Gsci Commodity Dynam 0.03% 7,745 $200K Reduce -59.3%
RNAC Cartesian Therapeutics Inc. 0.03% 19,000 $197K Add +26.7%
KCCA Kraneshares California Carbo 0.02% 10,629 $165K New
PMM Franklin Managed Municipal I 0.02% 23,993 $143K No change
IHD Voya Emrg MRKT Hi DVD Eqty 0.01% 12,000 $71K No change

Portfolio Sells Q1 2025 → Q2 2025
IWF iShares Russell 1000 Growth Sold out 0.00% −1.53
VOO Vanguard S&P 500 ETF Reduce -25.8% 1.97% −0.70
VHT Vanguard Health Care ETF Sold out 0.00% −0.63
IWB iShares Russell 1000 ETF Reduce -23.5% 1.96% −0.61
XLV SS Health Care Select Sector Reduce -33.5% 0.60% −0.48
GLD SPDR Gold Shares Reduce -7.9% 2.94% −0.41
IWM iShares Russell 2000 ETF Reduce -46.3% 0.41% −0.37
ITOT iShares Core S&P Total U.S. Reduce -8.3% 2.90% −0.27
GXC State Street SPDR S&P China Sold out 0.00% −0.24
VTIP Vanguard Short-Term Tips Reduce -0.0% 2.23% −0.23
BCI Abrdn Bloomberg All Commodit Sold out 0.00% −0.22
TIP iShares Tips Bond ETF Reduce -0.8% 1.66% −0.21
IBB iShares Biotechnology ETF Sold out 0.00% −0.21
ESGV Vanguard ESG US Stock ETF Reduce -16.0% 1.14% −0.20
TROW T Rowe Price Group Inc. Reduce -49.4% 0.12% −0.13
IWS iShares Russell Mid-Cap Valu Reduce -3.3% 1.27% −0.12
TBF Proshares Short 20+ Treasury Sold out 0.00% −0.11
IEMG iShares Core MSCI Emerging Reduce -9.1% 1.10% −0.11
EWX State Street SPDR S&P Emergi Sold out 0.00% −0.10
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -0.2% 1.24% −0.09
VTI VG Morningstar TS MKT ETF-US Reduce -0.6% 9.80% −0.09
VIG Vanguard Dividend Apprec ETF Reduce -1.6% 1.28% −0.09
SOXX iShares Semiconductor ETF Reduce -40.3% 0.19% −0.09
TLT iShares 20+ Year Treasury BD Reduce -5.4% 0.39% −0.08
SCZ iShares MSCI Eafe Small-Cap Reduce -50.5% 0.07% −0.07
EEM iShares MSCI Emerging Market Reduce -9.2% 0.58% −0.06
TGNA Tegna Inc. Sold out 0.00% −0.06
VXF Vanguard Extended Market ETF Reduce -13.2% 0.38% −0.05
COMT iShares Gsci Commodity Dynam Reduce -59.3% 0.03% −0.05
XLP SS Consumer Staples Sel Sect Reduce -1.4% 0.31% −0.04
VEU Vanguard Ftse All-World Ex-U Reduce -3.9% 0.99% −0.04
STEW SRH Total Return Fund Inc. Reduce -21.0% 0.11% −0.04
VNQ Vanguard Real Estate ETF Reduce -22.4% 0.07% −0.03
ABBV Abbvie Inc. Sold out 0.00% −0.03
AIG American International Group Sold out 0.00% −0.03
IJR iShares Core S&P Small-Cap E Reduce -4.2% 0.30% −0.03
TEAM Atlassian Corp. Class A Sold out 0.00% −0.03
TFI SS SPDR N Ice Muni Bond ETF Sold out 0.00% −0.03
IWR iShares Russell Mid-Cap ETF Reduce -1.1% 0.77% −0.03
GOOG Alphabet Inc. Class C Reduce -28.3% 0.07% −0.03
VWO Vanguard Ftse Emerging Marke Reduce -0.1% 1.42% −0.02
XOP SS SPDR S&P Og Exp & Prod Reduce -16.0% 0.04% −0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -5.1% 0.19% −0.02
BNDX Vanguard Total Intl Bond ETF Reduce -19.5% 0.03% −0.01
IWV iShares Russell 3000 ETF Reduce -1.4% 0.56% −0.01
AMT American Tower Corp. Reduce -11.7% 0.04% −0.01
ESGE iShares Inc. iShares ESG Awar Reduce -5.1% 0.18% −0.01
RTX RTX Corp. Reduce -2.6% 0.13% −0.00
VSS Vanguard Ftse All Wo X-US SC Reduce -4.7% 0.80% −0.00
C Citigroup Inc. Reduce -0.1% 0.07% +0.00

Portfolio Buys Q1 2025 → Q2 2025
KVYO Klaviyo Inc. Class A New 2.01% +2.01
IAU iShares Gold Trust Add +19.2% 8.66% +1.04
BKGI BNY Mellon GLBL Infra Inc. Add +58.9% 1.41% +0.55
IEFA iShares Core MSCI Eafe ETF Add +5.6% 11.17% +0.53
AMZN Amazon.com Inc. New 0.46% +0.46
IVW iShares S&P 500 Growth ETF Add +16.0% 1.54% +0.30
IVV iShares Core S&P 500 ETF Add +33.1% 1.11% +0.27
HUBS HubSpot Inc. New 0.21% +0.21
HGER Harbor Commodity All Weather New 0.19% +0.19
VYM Vanguard High DVD Yield ETF Add +383.0% 0.23% +0.18
IVE iShares S&P 500 Value ETF New 0.17% +0.17
VSGX Vanguard ESG Intl Stock ETF Add +34.8% 0.65% +0.17
QQQ Invesco QQQ Trust Series 1 Add +7.8% 0.99% +0.12
IUSG iShares Core S&P U.S. Growth New 0.11% +0.11
VTV Vanguard Mrngstr Val ETF-Aui Add +40.6% 0.47% +0.11
VUG Vanguard Mrngstar GR ETF-Sui Add +3.5% 0.95% +0.09
UNH Unitedhealth Group Inc. New 0.08% +0.08
VEA Vanguard Ftse Developed ETF Add +6.2% 1.07% +0.07
JAAA Janus Henderson Aaa Clo ETF Add +14.7% 2.04% +0.07
VCIT Vanguard Int-Term Corporate New 0.07% +0.07
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +11.0% 0.57% +0.06
EFV iShares MSCI Eafe Value ETF Add +149.3% 0.09% +0.05
EZU iShares MSCI Eurozone ETF New 0.05% +0.05
EWJ iShares MSCI Japan ETF Add +164.7% 0.08% +0.05
EFG iShares MSCI Eafe Growth ETF New 0.05% +0.05
CLOA iShares Aaa Clo Act ETF-Usdi New 0.04% +0.04
DYNF Ishrs US E F R A ETF-Usd Inc. New 0.04% +0.04
ILCG iShares Morningstar Growth E Add +0.8% 0.48% +0.04
EFA iShares MSCI Eafe ETF New 0.04% +0.04
QUAL iShares MSCI USA Quality Fac New 0.04% +0.04
IEF iShares 7-10 Year Treasury B New 0.04% +0.04
URA Global X Uranium ETF Add +18.3% 0.07% +0.03
IDXX Idexx Laboratories Inc. New 0.03% +0.03
IWP iShares Russell Mid-Cap Grow New 0.03% +0.03
META Meta Platforms Inc. Class A New 0.03% +0.03
FIS Fidelity National Info Serv Add +58.0% 0.09% +0.03
PYPL PayPal Holdings Inc. New 0.03% +0.03
IQLT iShares MSCI International Q New 0.03% +0.03
BTC Grayscale Bitcoin Mini ETF New 0.03% +0.03
BA The Boeing Co. New 0.03% +0.03
EMXC iShares MSCI Emr MRK Ex Chna New 0.03% +0.03
INTC Intel Corp. New 0.03% +0.03
NLR Vaneck Urani & Nuclr ETF-Usd Add +20.8% 0.07% +0.03
KCCA Kraneshares California Carbo New 0.02% +0.02
VT Vanguard Tot World STK ETF Add +3.0% 0.81% +0.02
GOOGL Alphabet Inc. Class A Add +4.2% 0.28% +0.02
VB Vanguard Most SM-Cap ETF-Usd Add +12.1% 0.12% +0.01
GLW Corning Inc. Add +0.1% 0.09% +0.00
VCSH Vanguard S/T Corp. Bond ETF Add +11.3% 0.21% +0.00
BTT BlackRock 2030 Muni TRGT TRM Add +12.5% 0.03% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 170$982.7MIEFA, IAU, VTI, DELL, SPY
Q1 2026 172$870.1MIAU, IEFA, VTI, DELL, SPY
Q4 2025 180$867.7MIEFA, IAU, VTI, DELL, GLD
Q3 2025 188$786.9MIEFA, VTI, IAU, DELL, GLD
Q2 2025 167$714.2MIEFA, VTI, IAU, DELL, SPYG
Q1 2025 154$643.8MIEFA, VTI, IAU, GLD, DELL
Q4 2024 141$676.6MVTI, IEFA, IAU, DELL, SPYG
Q3 2024 150$634.0MIEFA, VTI, IAU, DELL, GLD
Q2 2024 134$626.1MVTI, IEFA, PTC, DELL, IAU
Q1 2024 143$525.3MVTI, IEFA, DELL, IAU, VTIP