Vantage Financial Partners, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Vantage Financial Partners, LLC reported 151 stock positions worth $385.2 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 13.4% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 9.3%) and iShares Core S&P Midcap ETF (IJH, 6.2%). Compared with Q1 2024, it opened 17 new positions, sold out of 9, added to 66 and reduced 59. The biggest buy was a new position in iShares Large Cap Deep Quart (IVVB) and the biggest sale Innovator U.S. Equity Buffer (BSEP, shares −91%).

Most Recent 13F
Q4 2025
Location
ELM GROVE, WI
CIK
0001911766
Portfolio Value
$385.2M (Q2 2024)
SEC Filing
0001765380-24-000327 ↗ filed Aug 13, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $371.6M Q1 2024 Q2 2024: $385.2M $385.2M Q2 2024 Q3 2024: $403.1M Q3 2024 Q4 2024: $399.6M Q4 2024 Q1 2025: $402.3M Q1 2025 Q2 2025: $433.2M Q2 2025 Q3 2025: $474.8M Q3 2025 Q4 2025: $492.5M Q4 2025

Holdings 151 stocks · $385.2M
ITOT iShares Core S&P Total U.S. 13.37% 433,509 $51.5M Add +3.5%
AGG iShares Core U.S. Aggregate 9.27% 367,706 $35.7M Add +6.6%
IJH iShares Core S&P Midcap ETF 6.23% 409,922 $24.0M Add +3.0%
IJR iShares Core S&P Small-Cap E 5.64% 203,798 $21.7M Add +5.5%
IVV iShares Core S&P 500 ETF 5.55% 39,045 $21.4M Add +3.6%
IXUS iShares Core Intl Stock ETF 4.65% 264,882 $17.9M Add +4.1%
QQQ Invesco QQQ Trust Series 1 3.87% 31,119 $14.9M Add +4.4%
IUSG iShares Core S&P U.S. Growth 3.55% 107,198 $13.7M Add +5.2%
SCHX Schwab US Large-Cap ETF 3.53% 211,533 $13.6M Add +1.8%
DIVO Amplify CWP Enhan Divid ETF 3.26% 324,191 $12.5M Add +2.3%
SCHM Schwab US Mid Cap ETF 3.00% 148,690 $11.6M Add +1.4%
SCHZ Schwab US Aggregate Bond ETF 2.53% 213,716 $9.7M Add +3.0%
IWY iShares Russell Top 200 Grow 2.21% 39,696 $8.5M Add +1.1%
IVVB iShares Large Cap Deep Quart 2.20% 295,489 $8.5M New
GOVT iShares US Treasury Bond ETF 1.89% 321,727 $7.3M Add +0.4%
VOO Vanguard S&P 500 ETF 1.67% 12,846 $6.4M Reduce -8.1%
IUSV iShares Core S&P U.S. Value 1.39% 60,759 $5.4M Add +1.8%
ISTB iShares Core 1-5 Year Usd Bo 1.29% 104,512 $5.0M Add +3.4%
TLT iShares 20+ Year Treasury BD 1.15% 48,147 $4.4M Add +18.6%
AAPL Apple Inc. 0.99% 18,155 $3.8M Add +3.1%
VIG Vanguard Dividend Apprec ETF 0.83% 17,443 $3.2M Reduce -19.9%
IGSB iShares 1-5Y Inv Grade Corp. 0.72% 54,241 $2.8M Add +2.2%
SCHO Schwab Short-Term US Treas 0.72% 57,461 $2.8M Reduce -17.8%
SCHF Schwab Intl Equity ETF 0.67% 66,911 $2.6M Add +1.7%
WMS Advanced Drainage Systems Inc. 0.60% 14,518 $2.3M No change
VCSH Vanguard S/T Corp. Bond ETF 0.58% 29,050 $2.2M Reduce -21.2%
SPYG SS SPDR P S&P 500 Growth ETF 0.50% 24,170 $1.9M Reduce -6.1%
VB Vanguard Most SM-Cap ETF-Usd 0.45% 7,881 $1.7M Reduce -22.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.44% 4,510 $1.7M Reduce -12.4%
VTI VG Morningstar TS MKT ETF-US 0.40% 5,757 $1.5M Reduce -11.9%
VTV Vanguard Mrngstr Val ETF-Aui 0.40% 9,492 $1.5M Reduce -26.3%
PLTR Palantir Technologies Inc. Class A 0.39% 59,129 $1.5M Add +4.2%
MBB iShares MBS ETF 0.38% 15,932 $1.5M Reduce -18.7%
SPEM State Street SP PTF Em ETF 0.36% 37,277 $1.4M Reduce -11.6%
SPTI SS SPDR P Int Term TSY ETF 0.36% 50,088 $1.4M Reduce -21.5%
FVAL Fidelity Value Factor ETF 0.34% 23,038 $1.3M New
TSLA Tesla Inc. 0.34% 6,664 $1.3M Add +46.0%
ACWV iShares MSCI Global Min Vol 0.32% 11,814 $1.2M Add +24.2%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.31% 29,954 $1.2M Reduce -11.8%
XLP SS Consumer Staples Sel Sect 0.30% 15,143 $1.2M Add +0.6%
XLV SS Health Care Select Sector 0.29% 7,753 $1.1M Add +1.1%
CTAS Cintas Corp. 0.29% 1,599 $1.1M Reduce -6.4%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.28% 16,099 $1.1M Add +0.8%
MSFT Microsoft Corp. 0.28% 2,421 $1.1M Add +2.1%
VYM Vanguard High DVD Yield ETF 0.28% 8,933 $1.1M Reduce -5.8%
CDC Victoryshares US Eq Income E 0.26% 16,839 $986K Reduce -6.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.23% 4,834 $882K Reduce -24.9%
BDEC Innovator U.S. Equity Buffer 0.23% 20,897 $876K Reduce -29.9%
GLD SPDR Gold Shares 0.23% 4,033 $867K No change
QEFA STSR SPD MSC Eaf Stgfs-US Inc. 0.22% 11,379 $850K Reduce -3.5%
AMZN Amazon.com Inc. 0.22% 4,383 $847K Reduce -27.0%
IEFA iShares Core MSCI Eafe ETF 0.22% 11,447 $832K Reduce -0.5%
IGIB iShares 5-10Y Inv Grade Corp. 0.22% 16,162 $828K Reduce -26.6%
IWS iShares Russell Mid-Cap Valu 0.21% 6,777 $818K Add +33.8%
JPM JPMorgan Chase & Co. 0.21% 3,955 $800K Reduce -0.8%
BNDX Vanguard Total Intl Bond ETF 0.19% 15,304 $745K Add +2.7%
SPHY SS SPDR P High Yield ETF 0.19% 31,526 $732K Reduce -20.7%
GOOGL Alphabet Inc. Class A 0.19% 3,962 $722K Reduce -4.5%
PG The Procter & Gamble Co. 0.19% 4,351 $718K Add +20.3%
XMMO Invesco S&P Midcap Momentum 0.19% 6,290 $717K New
T AT&T Inc. 0.18% 37,106 $709K Reduce -3.9%
EFG iShares MSCI Eafe Growth ETF 0.18% 6,785 $694K Reduce -15.9%
TJUL Innovator Equity Defined Pro 0.17% 25,176 $674K No change
BALT Inn Defined Wealth Shield 0.17% 22,068 $663K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.17% 2,105 $661K Reduce -11.8%
WEC WEC Energy Group Inc. 0.17% 8,189 $642K Reduce -11.8%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.16% 13,986 $632K Reduce -24.8%
TACK Fairlead Tactical Sector ETF 0.16% 23,580 $612K Reduce -2.1%
BRK.B Berkshire Hathaway Inc. Class B 0.16% 1,500 $610K Add +0.9%
IWF iShares Russell 1000 Growth 0.16% 1,673 $610K Add +0.8%
BSEP Innovator U.S. Equity Buffer 0.16% 14,798 $602K Reduce -91.5%
ELV Elevance Health Inc. 0.16% 1,106 $600K Add +1.5%
CFO Victoryshares US 500 Enhance 0.15% 9,271 $596K Reduce -6.9%
DVYE iShares Emerging Markets Div 0.15% 21,354 $580K Add +2.6%
HDV iShares Core High Dividend E 0.15% 5,237 $569K Reduce -0.2%
V Visa Inc. Class A 0.15% 2,165 $568K New
CINF Cincinnati Financial Corp. 0.15% 4,750 $561K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.14% 2,296 $556K Reduce -21.0%
UBCP United Bancorp Inc. 0.14% 44,270 $556K No change
SHY iShares 1-3 Year Treasury Bo 0.14% 6,746 $551K New
NVDA Nvidia Corp. 0.14% 4,378 $541K Add +32.7%
IDV iShares International Select 0.14% 19,225 $532K New
VZ Verizon Communications Inc. 0.14% 12,873 $531K Reduce -0.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.14% 961 $523K Reduce -1.9%
BMAR Innovator U.S. Equity Buffer 0.13% 11,564 $499K Reduce -34.9%
EFAV iShares MSCI Eafe Min Vol Fa 0.13% 7,092 $492K Reduce -17.1%
IMTM iShares MSCI Intl Momentum F 0.12% 12,338 $477K New
PWR Quanta Services Inc. 0.12% 1,856 $472K No change
QUS SS SPDR MSCI U Stratfact ETF 0.12% 3,193 $471K Add +6.6%
IGLB iShares 10+ Year Inv GR Corp. 0.12% 9,249 $463K New
RWK Invesco S&P Midcap 400 Rev 0.12% 4,183 $459K New
AJAN In Eq DF PR ETF 2Y JAN28-Usd 0.12% 18,146 $459K Add +11.8%
SDY SS SPDR S&P Dividend ETF 0.12% 3,584 $456K Add +2.3%
NEM Newmont Corp. 0.12% 10,704 $448K Add +0.6%
WDIV St STR SPD S&P Glo Div-US Inc. 0.11% 7,312 $432K Reduce -18.5%
XSMO Invesco S&P Smallcap Momentu 0.10% 6,484 $389K New
SHYG iShares 0-5 YR HY Corp. Bond 0.10% 9,200 $388K Add +9.2%
COST Costco Wholesale Corp. 0.10% 454 $386K Reduce -11.2%
BIV Vanguard Intermediate-Term B 0.10% 5,136 $385K Reduce -8.7%
LLY Eli Lilly & Co. 0.10% 415 $376K Add +4.3%
BJAN Innovator U.S. Equity Buffer 0.10% 8,299 $374K Reduce -30.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.10% 3,742 $372K Reduce -0.2%
RWJ Invesco S&P Smallcap 600 0.09% 8,806 $353K New
UNG US Natural Gas Fund LP 0.09% 20,000 $349K No change
COP Conocophillips 0.09% 3,038 $347K Add +0.6%
BSV Vanguard Short-Term Bond ETF 0.09% 4,490 $344K Add +0.9%
BJUL Innovator U.S. Equity Buffer 0.09% 8,014 $335K Add +42.2%
ILTB iShares Core 10+ Year Usd Bo 0.08% 6,496 $323K Add +0.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.08% 2,931 $323K Add +0.3%
BNOV Innovator U.S. Equity Buffer 0.08% 8,095 $303K Reduce -27.7%
EMLC Vaneck JPM Em Local Curr BND 0.08% 12,712 $302K Add +1.7%
CCL Carnival Corp. 0.08% 16,140 $302K Reduce -1.0%
RSP Invesco S&P 500 Equal Weight 0.08% 1,835 $301K Add +8.3%
BYLD iShares Yield Optimized Bond 0.08% 13,542 $300K Reduce -0.8%
META Meta Platforms Inc. Class A 0.08% 595 $300K Add +0.2%
LDOS Leidos Holdings Inc. 0.08% 2,025 $295K Add +0.3%
JNJ Johnson & Johnson 0.08% 2,017 $295K Add +41.0%
MCD McDonald's Corp. 0.08% 1,152 $293K Add +18.6%
ASAN Asana Inc. Class A 0.07% 20,026 $280K No change
GOF Guggenheim Strategic Opport 0.07% 18,626 $278K Add +0.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,570 $271K Add +1.0%
VMBS Vanguard Mortgage-Backed Sec 0.07% 5,835 $265K Reduce -32.3%
ZALT Innovator US Eq 10 Buffer 0.07% 9,061 $257K New
FIS Fidelity National Info Serv 0.07% 3,388 $255K Reduce -10.1%
IBIT iShares Bitcoin Trust ETF 0.07% 7,410 $253K New
ILCB iShares Morningstar U.S. Equ 0.06% 3,161 $238K Reduce -62.6%
SUB iShares Short-Term National 0.06% 2,264 $237K Reduce -37.5%
CLM Cornerstone Strategic Invest 0.06% 30,134 $232K Add +0.9%
DUK Duke Energy Corp. 0.06% 2,302 $231K Reduce -10.2%
MDY State Street SPDR S&P Midcap 0.06% 428 $229K Add +4.7%
BKLN Invesco Senior Loan ETF 0.06% 10,797 $227K Reduce -42.2%
IWR iShares Russell Mid-Cap ETF 0.06% 2,753 $223K Reduce -19.1%
MRK Merck & Co. Inc. 0.06% 1,800 $223K Add +9.6%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.06% 2,883 $222K Reduce -26.8%
HBAN Huntington Bancshares Inc. 0.06% 16,849 $222K Add +1.1%
BAUG Innovator U.S. Equity Buffer 0.06% 5,406 $219K Reduce -57.7%
CRF Cornerstone Total Return 0.06% 27,193 $213K Add +2.2%
AOR iShares Core 60/40 Balanced 0.06% 3,786 $213K New
BOCT Innovator U.S. Equity Buffer 0.05% 5,084 $211K Reduce -7.5%
HON Honeywell International Inc. 0.05% 979 $209K New
PEO Adams Natural Resources Fund 0.05% 8,756 $207K Add +0.4%
MO Altria Group Inc. 0.05% 4,530 $206K Reduce -8.1%
GOOG Alphabet Inc. Class C 0.05% 1,116 $205K New
TIP iShares Tips Bond ETF 0.05% 1,890 $202K Reduce -29.9%
GGN Gamco GLBL Gold NTRL Res Inc. 0.04% 35,446 $144K Add +0.2%
GUT Gabelli Utility Trust 0.03% 20,916 $124K Add +0.2%
GAB Gabelli Equity Trust 0.03% 22,128 $115K Add +0.2%
DHY UBS Asset Management High Yi filed as CREDIT SUISSE HIGH YIELD BD 0.02% 31,602 $64K Add +0.2%
OXFORD LANE CAP CORP 0.01% 10,549 $57K Add +0.8%
SPHERE 3D CORP 0.01% 17,720 $19K Add +32.1%
DANIMER SCIENTIFIC INC 0.00% 18,900 $11K No change

Portfolio Sells Q1 2024 → Q2 2024
BSEP Innovator U.S. Equity Buffer Reduce -91.5% 0.16% −1.67
VIG Vanguard Dividend Apprec ETF Reduce -19.9% 0.83% −0.24
SCHO Schwab Short-Term US Treas Reduce -17.8% 0.72% −0.19
VCSH Vanguard S/T Corp. Bond ETF Reduce -21.2% 0.58% −0.18
VB Vanguard Most SM-Cap ETF-Usd Reduce -22.2% 0.45% −0.18
VTV Vanguard Mrngstr Val ETF-Aui Reduce -26.3% 0.40% −0.17
VOO Vanguard S&P 500 ETF Reduce -8.1% 1.67% −0.14
BIBL Inspire 100 ETF Sold out 0.00% −0.13
PZA Invesco National Amt-Free Mu Sold out 0.00% −0.13
SPTI SS SPDR P Int Term TSY ETF Reduce -21.5% 0.36% −0.12
VTEB Vanguard Tax-Exempt Bond ETF Sold out 0.00% −0.11
MBB iShares MBS ETF Reduce -18.7% 0.38% −0.11
SCHP Schwab U.S. Tips ETF Sold out 0.00% −0.10
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -24.9% 0.23% −0.10
ILCB iShares Morningstar U.S. Equ Reduce -62.6% 0.06% −0.10
BDEC Innovator U.S. Equity Buffer Reduce -29.9% 0.23% −0.10
BFEB Innovator U.S. Equity Buffer Sold out 0.00% −0.10
IGIB iShares 5-10Y Inv Grade Corp. Reduce -26.6% 0.22% −0.09
BAUG Innovator U.S. Equity Buffer Reduce -57.7% 0.06% −0.08
AMZN Amazon.com Inc. Reduce -27.0% 0.22% −0.07
BMAR Innovator U.S. Equity Buffer Reduce -34.9% 0.13% −0.07
VXUS Vanguard Total Intl Stock Sold out 0.00% −0.07
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -24.8% 0.16% −0.06
SPHY SS SPDR P High Yield ETF Reduce -20.7% 0.19% −0.06
SPYD SS SPDR P S&P 500 Hi Div ETF Reduce -11.8% 0.31% −0.06
BND Vanguard Total Bond Market Sold out 0.00% −0.06
GE General Electric Sold out 0.00% −0.06
VTI VG Morningstar TS MKT ETF-US Reduce -11.9% 0.40% −0.06
SHW The Sherwin-Williams Co. Sold out 0.00% −0.06
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -21.0% 0.14% −0.05
BKLN Invesco Senior Loan ETF Reduce -42.2% 0.06% −0.05
SPEM State Street SP PTF Em ETF Reduce -11.6% 0.36% −0.05
EFG iShares MSCI Eafe Growth ETF Reduce -15.9% 0.18% −0.05
BJAN Innovator U.S. Equity Buffer Reduce -30.6% 0.10% −0.04
SUB iShares Short-Term National Reduce -37.5% 0.06% −0.04
VUG Vanguard Mrngstar GR ETF-Sui Reduce -12.4% 0.44% −0.04
WEC WEC Energy Group Inc. Reduce -11.8% 0.17% −0.04
VMBS Vanguard Mortgage-Backed Sec Reduce -32.3% 0.07% −0.04
EFAV iShares MSCI Eafe Min Vol Fa Reduce -17.1% 0.13% −0.04
VYM Vanguard High DVD Yield ETF Reduce -5.8% 0.28% −0.03
WDIV St STR SPD S&P Glo Div-US Inc. Reduce -18.5% 0.11% −0.03
CDC Victoryshares US Eq Income E Reduce -6.5% 0.26% −0.03
BNOV Innovator U.S. Equity Buffer Reduce -27.7% 0.08% −0.03
DIS The Walt Disney Co. Reduce -0.2% 0.10% −0.03
TIP iShares Tips Bond ETF Reduce -29.9% 0.05% −0.03
CTAS Cintas Corp. Reduce -6.4% 0.29% −0.03
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -26.8% 0.06% −0.02
CFO Victoryshares US 500 Enhance Reduce -6.9% 0.15% −0.02
QEFA STSR SPD MSC Eaf Stgfs-US Inc. Reduce -3.5% 0.22% −0.02
IWR iShares Russell Mid-Cap ETF Reduce -19.1% 0.06% −0.02

Portfolio Buys Q1 2024 → Q2 2024
IVVB iShares Large Cap Deep Quart New 2.20% +2.20
ITOT iShares Core S&P Total U.S. Add +3.5% 13.37% +0.37
FVAL Fidelity Value Factor ETF New 0.34% +0.34
IUSG iShares Core S&P U.S. Growth Add +5.2% 3.55% +0.33
QQQ Invesco QQQ Trust Series 1 Add +4.4% 3.87% +0.31
IVV iShares Core S&P 500 ETF Add +3.6% 5.55% +0.22
XMMO Invesco S&P Midcap Momentum New 0.19% +0.19
AAPL Apple Inc. Add +3.1% 0.99% +0.18
AGG iShares Core U.S. Aggregate Add +6.6% 9.27% +0.18
IWY iShares Russell Top 200 Grow Add +1.1% 2.21% +0.15
V Visa Inc. Class A New 0.15% +0.15
CINF Cincinnati Financial Corp. New 0.15% +0.15
SHY iShares 1-3 Year Treasury Bo New 0.14% +0.14
IDV iShares International Select New 0.14% +0.14
TSLA Tesla Inc. Add +46.0% 0.34% +0.13
IMTM iShares MSCI Intl Momentum F New 0.12% +0.12
IGLB iShares 10+ Year Inv GR Corp. New 0.12% +0.12
RWK Invesco S&P Midcap 400 Rev New 0.12% +0.12
TLT iShares 20+ Year Treasury BD Add +18.6% 1.15% +0.11
XSMO Invesco S&P Smallcap Momentu New 0.10% +0.10
RWJ Invesco S&P Smallcap 600 New 0.09% +0.09
ZALT Innovator US Eq 10 Buffer New 0.07% +0.07
IBIT iShares Bitcoin Trust ETF New 0.07% +0.07
NVDA Nvidia Corp. Add +32.7% 0.14% +0.06
SCHX Schwab US Large-Cap ETF Add +1.8% 3.53% +0.06
AOR iShares Core 60/40 Balanced New 0.06% +0.06
HON Honeywell International Inc. New 0.05% +0.05
GOOG Alphabet Inc. Class C New 0.05% +0.05
ACWV iShares MSCI Global Min Vol Add +24.2% 0.32% +0.05
IWS iShares Russell Mid-Cap Valu Add +33.8% 0.21% +0.04
PLTR Palantir Technologies Inc. Class A Add +4.2% 0.39% +0.04
PG The Procter & Gamble Co. Add +20.3% 0.19% +0.03
BJUL Innovator U.S. Equity Buffer Add +42.2% 0.09% +0.03
JNJ Johnson & Johnson Add +41.0% 0.08% +0.02
LLY Eli Lilly & Co. Add +4.3% 0.10% +0.01
NEM Newmont Corp. Add +0.6% 0.12% +0.01
MSFT Microsoft Corp. Add +2.1% 0.28% +0.01
AJAN In Eq DF PR ETF 2Y JAN28-Usd Add +11.8% 0.12% +0.01
IWF iShares Russell 1000 Growth Add +0.8% 0.16% +0.01
LDOS Leidos Holdings Inc. Add +0.3% 0.08% +0.01
QUS SS SPDR MSCI U Stratfact ETF Add +6.6% 0.12% +0.00
SHYG iShares 0-5 YR HY Corp. Bond Add +9.2% 0.10% +0.00
DVYE iShares Emerging Markets Div Add +2.6% 0.15% +0.00
TJX TJX Companies Inc. Add +0.3% 0.08% +0.00
ELV Elevance Health Inc. Add +1.5% 0.16% +0.00
MCD McDonald's Corp. Add +18.6% 0.08% +0.00
XLU St Sr Utl SL SE SPDR ETF-Usd Add +0.8% 0.28% +0.00
CRF Cornerstone Total Return Add +2.2% 0.06% +0.00
GUT Gabelli Utility Trust Add +0.2% 0.03% +0.00
RSP Invesco S&P 500 Equal Weight Add +8.3% 0.08% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q4 2025 211$492.5MITOT, VFLO, IXUS, IVV, BINC
Q3 2025 215$474.8MITOT, VFLO, IXUS, IVV, BINC
Q2 2025 202$433.2MITOT, VFLO, IXUS, IVV, BINC
Q1 2025 193$402.3MITOT, IVV, IXUS, AGG, DIVO
Q4 2024 180$399.6MITOT, AGG, IVV, IXUS, DIVO
Q3 2024 191$403.1MITOT, AGG, IVV, IJH, IXUS
Q2 2024Amended 151$385.2MITOT, AGG, IJH, IJR, IVV
Q1 2024 143$371.6MITOT, AGG, IJH, IJR, IVV