Wealth Dimensions Group, Ltd.

Name: Wealth Dimensions Group, Ltd. 13F holdings, Q1 2025
Creator: Wealth Dimensions Group, Ltd.
Published: 2025-05-05

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), Wealth Dimensions Group, Ltd. reported 160 stock positions worth $418.9 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 10.5% of the portfolio, followed by Dimensional International (DFAI, 9.0%) and Procter & Gamble (PG, 6.8%). Compared with Q4 2024, it opened 9 new positions, sold out of 2, added to 82 and reduced 47. The biggest buy was Dimensional International (DFAI, shares +7%) and the biggest sale Samsara Class A (IOT, shares −22%).

Most Recent 13F: Q2 2026
Location: CINCINNATI, OH
CIK: 0001846462
Portfolio Value: $418.9M (Q1 2025)
SEC Filing: 0001846462-25-000002 ↗ filed May 5, 2025

Holdings Value

Holdings 160 stocks · $418.9M


VGSH Vanguard Short-Term Treasury	10.49%	748,434	$43.9M	Add +4.1%
DFAI Dimensional International Co.	9.02%	1,209,947	$37.8M	Add +6.7%
PG The Procter & Gamble Co.	6.76%	166,123	$28.3M	Reduce -0.7%
VONV Vanguard Russell 1000 Value	5.85%	297,155	$24.5M	Add +3.7%
IVV iShares Core S&P 500 ETF	5.27%	39,312	$22.1M	Reduce -0.2%
BSV Vanguard Short-Term Bond ETF	4.57%	244,475	$19.1M	Reduce -0.3%
VYM Vanguard High DVD Yield ETF	4.42%	143,688	$18.5M	Add +2.5%
VONG Vanguard Russell 1000 Growth	4.34%	195,987	$18.2M	Add +3.7%
AAPL Apple Inc.	3.49%	65,739	$14.6M	Add +1.2%
DFSV Dimensional US Small Cap Val	2.94%	437,060	$12.3M	Add +13.6%
DFAE Dimensional Emerging Core Eq	2.89%	468,365	$12.1M	Add +11.2%
DFAR Dimensional US Real Est ETF	2.71%	478,110	$11.4M	Add +11.9%
SPY SS SPDR S&P 500 ETF Trust-US	2.49%	18,668	$10.4M	Reduce -0.0%
DFCF Dimensional Core Fixed Inc.	1.88%	187,377	$7.9M	Add +12.6%
MSFT Microsoft Corp.	1.62%	18,122	$6.8M	Add +3.4%
IEFA iShares Core MSCI Eafe ETF	1.52%	84,431	$6.4M	Add +9.5%
IOT Samsara Inc. Class A	1.43%	156,698	$6.0M	Reduce -22.3%
NVDA Nvidia Corp.	1.28%	49,476	$5.4M	Add +3.1%
LLY Eli Lilly & Co.	0.73%	3,690	$3.0M	Add +4.9%
IWF iShares Russell 1000 Growth	0.69%	8,020	$2.9M	Reduce -3.1%
FITB Fifth Third Bancorp	0.65%	69,327	$2.7M	Reduce -0.5%
AMZN Amazon.com Inc.	0.64%	14,168	$2.7M	Add +0.8%
VTWO Vanguard Russell 2000 ETF	0.60%	30,956	$2.5M	Add +2.4%
IEMG iShares Core MSCI Emerging	0.59%	45,951	$2.5M	Add +11.4%
ISTB iShares Core 1-5 Year Usd Bo	0.58%	49,899	$2.4M	Add +4.9%
JNJ Johnson & Johnson	0.54%	13,622	$2.3M	Add +0.8%
IWD iShares Russell 1000 Value E	0.51%	11,344	$2.1M	Reduce -0.3%
IVE iShares S&P 500 Value ETF	0.51%	11,161	$2.1M	Reduce -1.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.50%	8,131	$2.1M	Add +2.0%
XOM Exxon Mobil Corp.	0.50%	17,507	$2.1M	Add +0.8%
GOOG Alphabet Inc. Class C	0.46%	12,407	$1.9M	Reduce -0.8%
GE General Electric filed as GE AEROSPACE	0.46%	9,619	$1.9M	Add +29.4%
VTWV Vanguard Russell 2000 Value	0.46%	14,371	$1.9M	Add +1.7%
DUK Duke Energy Corp.	0.42%	14,457	$1.8M	Reduce -0.4%
ORGO Organogenesis Holdings Inc.	0.42%	407,965	$1.8M	No change
IWN iShares Russell 2000 Value E	0.40%	11,076	$1.7M	Reduce -3.1%
AGG iShares Core U.S. Aggregate	0.39%	16,586	$1.6M	Reduce -6.3%
MRK Merck & Co. Inc.	0.39%	18,150	$1.6M	Add +8.9%
JPM JPMorgan Chase & Co.	0.39%	6,632	$1.6M	Add +3.3%
JEPI JPMorgan Equity Premium Inco	0.35%	25,416	$1.5M	Add +4.7%
AVGO Broadcom Inc.	0.33%	8,146	$1.4M	Add +13.2%
MCD McDonald's Corp.	0.31%	4,150	$1.3M	Add +3.2%
META Meta Platforms Inc. Class A	0.30%	2,155	$1.2M	Add +4.0%
VTI VG Morningstar TS MKT ETF-US	0.29%	4,471	$1.2M	Add +4.2%
ABBV Abbvie Inc.	0.29%	5,704	$1.2M	Reduce -0.6%
CVX Chevron Corp.	0.29%	7,143	$1.2M	Add +15.2%
SMIG Bahl & Gaynor S/M Inc. Growth	0.28%	41,775	$1.2M	New
VNQ Vanguard Real Estate ETF	0.28%	13,133	$1.2M	Add +0.4%
CINF Cincinnati Financial Corp.	0.28%	8,035	$1.2M	Reduce -0.4%
HD Home Depot Inc.	0.28%	3,150	$1.2M	Add +10.0%
AMGN Amgen Inc.	0.27%	3,631	$1.1M	Reduce -0.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.25%	4,133	$1.0M	Add +4.0%
QQQ Invesco QQQ Trust Series 1	0.24%	2,164	$1.0M	Reduce -4.1%
GOOGL Alphabet Inc. Class A	0.24%	6,533	$1.0M	Add +3.5%
IJR iShares Core S&P Small-Cap E	0.24%	9,591	$1.0M	Add +0.1%
TSLA Tesla Inc.	0.23%	3,732	$967K	Add +0.5%
MA Mastercard Inc. Class A	0.23%	1,759	$964K	Reduce -1.3%
QUAL iShares MSCI USA Quality Fac	0.23%	5,638	$964K	Reduce -0.6%
BRK.B Berkshire Hathaway Inc. Class B	0.23%	1,801	$959K	Reduce -2.0%
VOO Vanguard S&P 500 ETF	0.22%	1,798	$924K	Add +0.3%
VIG Vanguard Dividend Apprec ETF	0.22%	4,695	$911K	Reduce -4.5%
IWM iShares Russell 2000 ETF	0.21%	4,440	$886K	No change
DVY iShares Select Dividend ETF	0.20%	6,387	$858K	Reduce -0.6%
IJH iShares Core S&P Midcap ETF	0.20%	14,392	$840K	Add +0.0%
VUG Vanguard Mrngstar GR ETF-Sui	0.19%	2,150	$797K	Add +3.1%
IWR iShares Russell Mid-Cap ETF	0.19%	9,249	$787K	No change
WMT Walmart Inc.	0.18%	8,723	$766K	Add +4.2%
RBCAA Republic Bancorp Inc. Class A	0.18%	11,865	$757K	New
PFE Pfizer Inc.	0.18%	29,783	$755K	Add +7.0%
CSCO Cisco Systems Inc.	0.18%	12,097	$746K	Add +5.3%
ACWV iShares MSCI Global Min Vol	0.17%	6,265	$729K	Reduce -7.8%
QCOM Qualcomm Inc.	0.17%	4,732	$727K	Add +0.0%
SO The Southern Co.	0.17%	7,684	$707K	Reduce -2.8%
ROP Roper Technologies Inc.	0.17%	1,186	$699K	No change
ENB Enbridge Inc.	0.16%	15,454	$685K	Reduce -1.4%
ORCL Oracle Corp.	0.16%	4,758	$665K	Reduce -1.2%
PM Philip Morris International	0.16%	4,189	$665K	Reduce -0.7%
LMT Lockheed Martin Corp.	0.16%	1,463	$653K	Add +11.5%
VZ Verizon Communications Inc.	0.16%	14,370	$652K	Add +14.5%
BA The Boeing Co.	0.16%	3,812	$650K	Reduce -11.6%
ABT Abbott Laboratories	0.15%	4,736	$628K	Add +11.3%
NFLX Netflix Inc.	0.15%	673	$628K	Add +0.9%
ESGD iShares Trust iShares ESG Aw	0.15%	7,473	$610K	Add +1.6%
V Visa Inc. Class A	0.14%	1,729	$606K	Reduce -3.0%
VEU Vanguard Ftse All-World Ex-U	0.14%	9,802	$595K	Add +133.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.14%	14,090	$588K	Reduce -1.1%
T AT&T Inc.	0.14%	20,584	$582K	Add +0.1%
BMY Bristol-Myers Squibb Co.	0.14%	9,532	$581K	Add +4.4%
GEV GE Vernova Inc.	0.14%	1,902	$581K	Add +18.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.14%	5,883	$581K	Reduce -2.8%
LOW Lowe's Cos Inc.	0.14%	2,466	$575K	Reduce -1.0%
WM Waste Management Inc.	0.14%	2,447	$567K	Add +4.6%
KR Kroger Co.	0.13%	8,297	$562K	Reduce -3.4%
VYMI Vanguard Int High DVD YLD Inc.	0.13%	7,591	$559K	Add +6.0%
VEA Vanguard Ftse Developed ETF	0.13%	10,663	$542K	Add +1.0%
VB Vanguard Most SM-Cap ETF-Usd	0.13%	2,426	$538K	Add +0.2%
PEP Pepsico Inc.	0.12%	3,456	$518K	Add +7.3%
DE Deere & Co.	0.12%	1,094	$514K	Add +0.3%
RSP Invesco S&P 500 Equal Weight	0.12%	2,950	$511K	Add +0.1%
MO Altria Group Inc.	0.12%	8,189	$492K	Add +0.5%
KO The Coca-Cola Co.	0.12%	6,785	$486K	Reduce -7.2%
VTV Vanguard Mrngstr Val ETF-Aui	0.11%	2,768	$478K	Add +122.0%
EFA iShares MSCI Eafe ETF	0.11%	5,548	$453K	No change
GFF Griffon Corp.	0.10%	6,130	$438K	New
PFF iShares Preferred & Income S	0.10%	13,616	$418K	Reduce -0.9%
CTAS Cintas Corp.	0.10%	1,951	$401K	New
COP Conocophillips	0.10%	3,798	$399K	Reduce -3.0%
MMM 3M Co.	0.09%	2,681	$394K	Add +1.9%
COST Costco Wholesale Corp.	0.09%	409	$387K	Add +7.9%
UNH Unitedhealth Group Inc.	0.09%	739	$387K	Add +1.4%
CRWD CrowdStrike Holdings Inc. Class A	0.09%	1,096	$386K	Add +8.9%
DAL Delta Air Lines Inc.	0.09%	8,802	$384K	Reduce -0.6%
INTC Intel Corp.	0.09%	16,861	$383K	Add +0.9%
NEE Nextera Energy Inc.	0.09%	5,045	$358K	Add +30.1%
AZN Astrazeneca PLC-Spons ADR	0.09%	4,862	$357K	Add +1.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.08%	2,854	$348K	Add +0.4%
MDLZ Mondelez International Inc. Class A	0.08%	4,913	$333K	Add +36.2%
ETN Eaton Corp. PLC	0.08%	1,226	$333K	Add +49.9%
TMO Thermo Fisher Scientific Inc.	0.08%	667	$332K	No change
EMR Emerson Electric Co.	0.08%	2,993	$328K	Add +1.1%
CAT Caterpillar Inc.	0.08%	994	$328K	Add +5.6%
RTX RTX Corp.	0.08%	2,465	$327K	Reduce -5.6%
ACN Accenture PLC Class A	0.08%	1,041	$325K	Reduce -0.8%
IJS iShares S&P Small-Cap 600 Va	0.08%	3,301	$322K	No change
SBUX Starbucks Corp.	0.07%	3,171	$311K	Add +15.7%
CEG Constellation Energy	0.07%	1,539	$310K	Reduce -7.3%
CRM Salesforce Inc.	0.07%	1,144	$307K	Reduce -10.2%
NVG Nuveen Amt-FR Muni CRDT	0.07%	24,295	$301K	No change
AFG American Financial Group Inc.	0.07%	2,232	$293K	No change
IYR iShares US Real Estate ETF	0.07%	2,940	$282K	No change
UNP Union Pacific Corp.	0.07%	1,171	$277K	Add +14.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.07%	1,065	$274K	No change
EEM iShares MSCI Emerging Market	0.06%	6,223	$272K	No change
VTIP Vanguard Short-Term Tips	0.06%	5,322	$266K	No change
HON Honeywell International Inc.	0.06%	1,251	$265K	Add +26.2%
BP BP PLC-Spons ADR	0.06%	7,756	$262K	Reduce -2.5%
LULU Lululemon Athletica Inc.	0.06%	911	$258K	Add +0.2%
MS Morgan Stanley	0.06%	2,203	$257K	Reduce -3.0%
ITOT iShares Core S&P Total U.S.	0.06%	2,091	$255K	New
VTEB Vanguard Tax-Exempt Bond ETF	0.06%	5,079	$252K	Add +11.3%
ZS Zscaler Inc.	0.06%	1,265	$251K	No change
NVS Novartis AG-Sponsored ADR	0.06%	2,238	$250K	No change
SMH Vaneck Semiconductor ETF	0.06%	1,153	$244K	No change
XLV SS Health Care Select Sector	0.06%	1,633	$238K	No change
HUM Humana Inc.	0.06%	891	$236K	Reduce -2.4%
WFC Wells Fargo & Co.	0.06%	3,241	$233K	Add +8.2%
IAU iShares Gold Trust	0.06%	3,915	$231K	New
PHYS Sprott Physical Gold Trust	0.05%	9,500	$229K	New
VXF Vanguard Extended Market ETF	0.05%	1,295	$223K	Add +0.1%
NZF Nuveen Municipal Credit Inc.	0.05%	17,900	$219K	No change
VCIT Vanguard Int-Term Corporate	0.05%	2,668	$218K	Reduce -33.7%
CMI Cummins Inc.	0.05%	692	$217K	Add +0.1%
SUB iShares Short-Term National	0.05%	2,035	$215K	No change
EXC Exelon Corp.	0.05%	4,657	$215K	New
XLP SS Consumer Staples Sel Sect	0.05%	2,550	$208K	No change
CB Chubb Ltd.	0.05%	681	$206K	New
AXP American Express Co.	0.05%	761	$205K	Reduce -0.7%
XLK SS Technology Select Sector	0.05%	974	$201K	No change
NXP Nuveen Select Tax-Free Inc.	0.04%	11,521	$166K	No change
XBXMX Nuveen S&P 500 Buy-WR Inc.	0.04%	12,253	$161K	Reduce -7.2%

Options reported separately and not counted above: INTC calls ($1K).

Portfolio Sells Q4 2024 → Q1 2025


IOT Samsara Inc. Class A	Reduce -22.3%	1.43%	−0.72
IVV iShares Core S&P 500 ETF	Reduce -0.2%	5.27%	−0.40
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -0.0%	2.49%	−0.19
IWF iShares Russell 1000 Growth	Reduce -3.1%	0.69%	−0.12
GOOG Alphabet Inc. Class C	Reduce -0.8%	0.46%	−0.12
PG The Procter & Gamble Co.	Reduce -0.7%	6.76%	−0.11
FITB Fifth Third Bancorp	Reduce -0.5%	0.65%	−0.07
BSV Vanguard Short-Term Bond ETF	Reduce -0.3%	4.57%	−0.07
IWN iShares Russell 2000 Value E	Reduce -3.1%	0.40%	−0.06
INSIGHT SELECT INCOME FUND	Sold out	0.00%	−0.06
BX Blackstone Inc.	Sold out	0.00%	−0.06
QQQ Invesco QQQ Trust Series 1	Reduce -4.1%	0.24%	−0.04
DAL Delta Air Lines Inc.	Reduce -0.6%	0.09%	−0.04
ORCL Oracle Corp.	Reduce -1.2%	0.16%	−0.04
BA The Boeing Co.	Reduce -11.6%	0.16%	−0.03
CRM Salesforce Inc.	Reduce -10.2%	0.07%	−0.03
AGG iShares Core U.S. Aggregate	Reduce -6.3%	0.39%	−0.03
VCIT Vanguard Int-Term Corporate	Reduce -33.7%	0.05%	−0.03
DIS The Walt Disney Co.	Reduce -2.8%	0.14%	−0.03
IVE iShares S&P 500 Value ETF	Reduce -1.7%	0.51%	−0.02
VIG Vanguard Dividend Apprec ETF	Reduce -4.5%	0.22%	−0.02
QUAL iShares MSCI USA Quality Fac	Reduce -0.6%	0.23%	−0.02
CEG Constellation Energy	Reduce -7.3%	0.07%	−0.02
LOW Lowe's Cos Inc.	Reduce -1.0%	0.14%	−0.01
BAC Bank of America Corp.	Reduce -1.1%	0.14%	−0.01
ACN Accenture PLC Class A	Reduce -0.8%	0.08%	−0.01
MS Morgan Stanley	Reduce -3.0%	0.06%	−0.01
ACWV iShares MSCI Global Min Vol	Reduce -7.8%	0.17%	−0.01
XBXMX Nuveen S&P 500 Buy-WR Inc.	Reduce -7.2%	0.04%	−0.01
AXP American Express Co.	Reduce -0.7%	0.05%	−0.01
IWD iShares Russell 1000 Value E	Reduce -0.3%	0.51%	−0.01
PFF iShares Preferred & Income S	Reduce -0.9%	0.10%	−0.01
DVY iShares Select Dividend ETF	Reduce -0.6%	0.20%	−0.00
CINF Cincinnati Financial Corp.	Reduce -0.4%	0.28%	−0.00
HUM Humana Inc.	Reduce -2.4%	0.06%	−0.00
COP Conocophillips	Reduce -3.0%	0.10%	+0.00
MA Mastercard Inc. Class A	Reduce -1.3%	0.23%	+0.00
ENB Enbridge Inc.	Reduce -1.4%	0.16%	+0.00
RTX RTX Corp.	Reduce -5.6%	0.08%	+0.00
KO The Coca-Cola Co.	Reduce -7.2%	0.12%	+0.00
BP BP PLC-Spons ADR	Reduce -2.5%	0.06%	+0.01
KR Kroger Co.	Reduce -3.4%	0.13%	+0.01
V Visa Inc. Class A	Reduce -3.0%	0.14%	+0.01
SO The Southern Co.	Reduce -2.8%	0.17%	+0.01
BRK.B Berkshire Hathaway Inc. Class B	Reduce -2.0%	0.23%	+0.02
PM Philip Morris International	Reduce -0.7%	0.16%	+0.03
ABBV Abbvie Inc.	Reduce -0.6%	0.29%	+0.04
AMGN Amgen Inc.	Reduce -0.5%	0.27%	+0.04
DUK Duke Energy Corp.	Reduce -0.4%	0.42%	+0.04

Portfolio Buys Q4 2024 → Q1 2025


DFAI Dimensional International Co.	Add +6.7%	9.02%	+0.91
SMIG Bahl & Gaynor S/M Inc. Growth	New	0.28%	+0.28
DFAR Dimensional US Real Est ETF	Add +11.9%	2.71%	+0.28
DFAE Dimensional Emerging Core Eq	Add +11.2%	2.89%	+0.28
VGSH Vanguard Short-Term Treasury	Add +4.1%	10.49%	+0.24
DFCF Dimensional Core Fixed Inc.	Add +12.6%	1.88%	+0.20
IEFA iShares Core MSCI Eafe ETF	Add +9.5%	1.52%	+0.20
RBCAA Republic Bancorp Inc. Class A	New	0.18%	+0.18
GE General Electric	Add +29.4%	0.46%	+0.16
VONV Vanguard Russell 1000 Value	Add +3.7%	5.85%	+0.15
GFF Griffon Corp.	New	0.10%	+0.10
CTAS Cintas Corp.	New	0.10%	+0.10
VEU Vanguard Ftse All-World Ex-U	Add +133.5%	0.14%	+0.08
CVX Chevron Corp.	Add +15.2%	0.29%	+0.07
IEMG iShares Core MSCI Emerging	Add +11.4%	0.59%	+0.06
VTV Vanguard Mrngstr Val ETF-Aui	Add +122.0%	0.11%	+0.06
LLY Eli Lilly & Co.	Add +4.9%	0.73%	+0.06
ITOT iShares Core S&P Total U.S.	New	0.06%	+0.06
JNJ Johnson & Johnson	Add +0.8%	0.54%	+0.06
IAU iShares Gold Trust	New	0.06%	+0.06
PHYS Sprott Physical Gold Trust	New	0.05%	+0.05
EXC Exelon Corp.	New	0.05%	+0.05
CB Chubb Ltd.	New	0.05%	+0.05
VYM Vanguard High DVD Yield ETF	Add +2.5%	4.42%	+0.04
XOM Exxon Mobil Corp.	Add +0.8%	0.50%	+0.04
DFSV Dimensional US Small Cap Val	Add +13.6%	2.94%	+0.04
VZ Verizon Communications Inc.	Add +14.5%	0.16%	+0.03
ABT Abbott Laboratories	Add +11.3%	0.15%	+0.03
IBM Intl Business Machines Corp.	Add +4.0%	0.25%	+0.03
MDLZ Mondelez International Inc. Class A	Add +36.2%	0.08%	+0.03
T AT&T Inc.	Add +0.1%	0.14%	+0.02
MCD McDonald's Corp.	Add +3.2%	0.31%	+0.02
WM Waste Management Inc.	Add +4.6%	0.14%	+0.02
ISTB iShares Core 1-5 Year Usd Bo	Add +4.9%	0.58%	+0.02
NEE Nextera Energy Inc.	Add +30.1%	0.09%	+0.02
VYMI Vanguard Int High DVD YLD Inc.	Add +6.0%	0.13%	+0.01
ETN Eaton Corp. PLC	Add +49.9%	0.08%	+0.01
MO Altria Group Inc.	Add +0.5%	0.12%	+0.01
SBUX Starbucks Corp.	Add +15.7%	0.07%	+0.01
BMY Bristol-Myers Squibb Co.	Add +4.4%	0.14%	+0.01
CSCO Cisco Systems Inc.	Add +5.3%	0.18%	+0.01
JPM JPMorgan Chase & Co.	Add +3.3%	0.39%	+0.01
MMM 3M Co.	Add +1.9%	0.09%	+0.01
GEV GE Vernova Inc.	Add +18.6%	0.14%	+0.01
DE Deere & Co.	Add +0.3%	0.12%	+0.01
INTC Intel Corp.	Add +0.9%	0.09%	+0.01
UNP Union Pacific Corp.	Add +14.6%	0.07%	+0.01
ESGD iShares Trust iShares ESG Aw	Add +1.6%	0.15%	+0.01
HON Honeywell International Inc.	Add +26.2%	0.06%	+0.01
AZN Astrazeneca PLC-Spons ADR	Add +1.3%	0.09%	+0.01

Options Activity Q4 2024 → Q1 2025


INTC Intel Corp.	call	Reduce -42.9%	400	$1K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	178	$558.3M	DFAI, VGSH, VONV, PG, IVV
Q1 2026	170	$508.3M	DFAI, VGSH, VONV, PG, IVV
Q4 2025	170	$504.0M	DFAI, VGSH, VONV, PG, IVV
Q3 2025	177	$486.4M	DFAI, VGSH, VONV, PG, IVV
Q2 2025	171	$453.8M	VGSH, DFAI, PG, VONV, IVV
Q1 2025	160	$418.9M	VGSH, DFAI, PG, VONV, IVV
Q4 2024	153	$408.3M	VGSH, DFAI, PG, VONV, IVV
Q3 2024	147	$394.8M	VGSH, DFAI, PG, IVV, VONV
Q2 2024	140	$350.8M	VGSH, DFAI, PG, IVV, VONV
Q1 2024	142	$338.6M	VGSH, DFAI, PG, IVV, VONV