WealthCare Investment Partners, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), WealthCare Investment Partners, LLC reported 148 stock positions worth $235.8 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 8.4% of the portfolio, followed by First Trust Value Line DVD (FVD, 4.9%) and Cap Group Growth Equity (CGGR, 3.9%). Compared with Q4 2024, it opened 8 new positions, sold out of 6, added to 81 and reduced 50. The biggest buy was Cap Group Growth Equity (CGGR, shares +852%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −48%).

Most Recent 13F
Q2 2026
Location
PORTSMOUTH, RI
CIK
0001908462
Portfolio Value
$235.8M (Q1 2025)
SEC Filing
0001951757-25-000409 ↗ filed Apr 22, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $206.9M Q1 2024 Q2 2024: $215.2M Q2 2024 Q3 2024: $228.1M Q3 2024 Q4 2024: $229.2M Q4 2024 Q1 2025: $235.8M $235.8M Q1 2025 Q2 2025: $278.1M Q2 2025 Q3 2025: $308.2M Q3 2025 Q4 2025: $343.2M Q4 2025 Q1 2026: $360.4M Q1 2026 Q2 2026: $411.7M Q2 2026

Holdings 148 stocks · $235.8M
QQQ Invesco QQQ Trust Series 1 8.37% 45,598 $19.7M Add +6.5%
FVD First Trust Value Line DVD 4.87% 270,585 $11.5M Add +5.9%
CGGR Cap Group Growth Equity 3.90% 290,497 $9.2M Add +851.8%
IAU iShares Gold Trust 3.38% 123,285 $8.0M Reduce -5.7%
FBND Fidelity Total Bond ETF 3.33% 175,097 $7.9M Reduce -10.7%
ITA iShares U.S. Aerospace & Def 2.87% 46,288 $6.8M Add +7.3%
FNDF Schwab Fndmn Intl LRG Co. ETF 2.30% 152,174 $5.4M Reduce -1.9%
GRPM Invesco S&P Midcap 400 Garp 2.30% 56,639 $5.4M Add +8.4%
XMHQ Invesco S&P Midcap Qual ETF 2.20% 60,396 $5.2M Add +7.8%
XLC SS Comm Select Sector SPDR 2.11% 56,314 $5.0M Reduce -6.2%
VOO Vanguard S&P 500 ETF 2.01% 10,044 $4.7M Reduce -2.9%
XLE SS Energy Select Sector 1.92% 56,977 $4.5M Reduce -2.3%
SPMO Invesco S&P 500 Momentum ETF 1.92% 52,564 $4.5M Add +39.0%
CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE 1.86% 147,022 $4.4M New
CIBR First Trust Nasdaq Cybersecu 1.72% 67,439 $4.1M Add +15.4%
SCHD Schwab US DVD Equity ETF 1.65% 155,739 $3.9M Reduce -5.5%
XLV SS Health Care Select Sector 1.56% 27,752 $3.7M Add +0.9%
IYK iShares US Consumer Staples 1.49% 49,631 $3.5M Reduce -27.2%
GOVT iShares US Treasury Bond ETF 1.46% 151,453 $3.4M Add +27.7%
FLJH Franklin Ftse JPN Hedged ETF 1.45% 118,893 $3.4M Reduce -6.6%
RDVY First Trust Rising Dividend 1.35% 59,401 $3.2M Reduce -0.4%
RSPU Invesco S&P 500 Equal Weight 1.30% 45,653 $3.1M Add +1.5%
BNDX Vanguard Total Intl Bond ETF 1.26% 60,623 $3.0M Add +12.6%
JMUB JPMorgan Municipal ETF 1.19% 57,410 $2.8M Add +7.7%
FNDX Schwab Fndmntl US LRG Co. ETF 1.18% 129,264 $2.8M Add +13.0%
INCO Columbia India Consumer ETF 1.11% 41,430 $2.6M Reduce -11.9%
XCEM Columbia Em Core Ex-China 1.11% 90,265 $2.6M Reduce -17.8%
IJR iShares Core S&P Small-Cap E 1.09% 27,142 $2.6M Add +3.8%
MSFT Microsoft Corp. 1.06% 6,983 $2.5M Add +0.2%
FMB First Trust Managed Municipa 1.04% 49,528 $2.4M Add +1.5%
MLPX Global X MLP & Energy Infras 0.94% 37,595 $2.2M Add +90.3%
TIPZ PIMCO Broad US Tips Index 0.90% 40,559 $2.1M Add +18.4%
PAVE Global X US Infrastructure 0.90% 59,865 $2.1M Add +1.7%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.88% 63,408 $2.1M Add +21.3%
IYF iShares US Financials ETF 0.88% 20,082 $2.1M Add +100.1%
FIXD First Trust Smith Opportunis 0.87% 47,833 $2.1M Add +21.8%
USHY iShares Broad Usd High Yield 0.80% 52,457 $1.9M Add +21.0%
AAPL Apple Inc. 0.78% 9,511 $1.8M Add +0.9%
LVHI Franklin International Low V 0.68% 52,365 $1.6M New
EMLP First Trust North American E 0.65% 43,357 $1.5M Reduce -9.3%
IEMG iShares Core MSCI Emerging 0.64% 29,120 $1.5M Add +20.1%
IYW iShares Ustechnology ETF 0.64% 11,819 $1.5M Add +10.6%
VRP Invesco Variable Rate Prefer 0.64% 63,108 $1.5M Add +14.1%
FPXI First Trust International Eq 0.63% 31,786 $1.5M Add +10.3%
IEFA iShares Core MSCI Eafe ETF 0.63% 19,811 $1.5M Reduce -47.9%
SJNK SS SPDR BB St Hi Yield ETF 0.62% 59,656 $1.5M Reduce -10.3%
NOW ServiceNow Inc. 0.61% 1,911 $1.4M No change
PVAL Putnam Focused LRG Cap Value 0.60% 40,682 $1.4M Reduce -5.1%
IBB iShares Biotechnology ETF 0.60% 12,012 $1.4M Add +16.1%
IDU iShares US Utilities ETF 0.58% 13,942 $1.4M Add +81.8%
SCHR Schwab Intermediate-Term US 0.58% 54,827 $1.4M Reduce -13.2%
BND Vanguard Total Bond Market 0.56% 18,140 $1.3M Add +2.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.55% 3,787 $1.3M Add +14.9%
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 0.54% 41,696 $1.3M Add +15.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.54% 7,500 $1.3M Reduce -6.3%
NXTG First Trust Indxx Nextg ETF 0.53% 15,445 $1.3M Add +7.7%
MO Altria Group Inc. 0.51% 20,736 $1.2M Add +4.1%
VGT Vanguard Info Tech ETF 0.45% 2,150 $1.1M Add +2.2%
DLN Wisdomtree US Largecap Divid 0.44% 14,276 $1.0M Add +56.0%
VIG Vanguard Dividend Apprec ETF 0.43% 5,572 $1.0M Add +0.4%
IEF iShares 7-10 Year Treasury B 0.41% 10,343 $974K Reduce -12.0%
DBEF Xtrackers MSCI Eafe Hedged E 0.40% 23,330 $939K Add +35.0%
KOMP SS SPDR S&P Kensho Ne Comp 0.40% 21,806 $933K Add +14.2%
SPYM Ste STR SPDR PT S&P 500 ETF 0.38% 14,650 $886K Reduce -6.0%
SPDW Ste STR SPDR PT DW Eu ETF 0.36% 23,699 $856K Reduce -0.2%
GRID First TRST Nasd Class Edg Sgiif 0.35% 7,570 $837K New
SOXX iShares Semiconductor ETF 0.34% 4,870 $797K Add +18.3%
DGRO iShares Core Dividend Growth 0.32% 13,151 $752K Reduce -3.9%
BIV Vanguard Intermediate-Term B 0.30% 9,404 $711K Add +52.2%
FTSL First Trust Senior Loan ETF 0.30% 15,399 $699K Reduce -7.0%
SLV iShares Silver Trust 0.29% 22,719 $677K New
VOOG Vanguard S&P 500 Growth ETF 0.28% 2,121 $657K Add +0.4%
T AT&T Inc. 0.27% 24,255 $639K Add +1.8%
QQQJ Invesco Nasdaq Next Gen 100 0.27% 23,750 $636K Reduce -45.5%
RECS Columbia Resear Enh Cor ETF 0.27% 20,595 $626K Add +51.6%
FTGC First Trust Global Tactical 0.26% 25,434 $620K Reduce -21.4%
RTX RTX Corp. 0.25% 4,596 $580K Reduce -9.3%
NVDA Nvidia Corp. 0.24% 5,940 $576K Reduce -8.4%
VOOV Vanguard S&P 500 Value ETF 0.24% 3,349 $562K No change
CGMS Cap Group US Multi-Sect Bond 0.24% 20,866 $556K Reduce -5.6%
AMZN Amazon.com Inc. 0.23% 3,280 $549K Reduce -3.8%
USO United States Oil Fund LP 0.23% 7,799 $535K Reduce -2.3%
VTI VG Morningstar TS MKT ETF-US 0.22% 2,095 $529K Reduce -2.2%
NOC Northrop Grumman Corp. 0.22% 962 $511K Add +0.4%
CGCP Cap Group Core Plus Income 0.22% 23,049 $508K Add +1.1%
ACM Aecom 0.21% 5,480 $506K Add +0.5%
DSTL Distillate US Fundamental St 0.21% 9,883 $491K Add +0.4%
IWP iShares Russell Mid-Cap Grow 0.21% 4,451 $490K New
LEGR First Trust Indxx Innovative 0.21% 10,631 $489K Add +2.1%
FMHI First Trust Municipal High I 0.21% 10,599 $489K Reduce -1.3%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.21% 9,576 $485K Reduce -15.4%
GOOGL Alphabet Inc. Class A 0.20% 3,262 $482K Reduce -12.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.20% 12,997 $480K Reduce -0.8%
TPYP Managed Portfolio Series 0.20% 14,001 $478K Reduce -23.3%
CNRG SS SPDR S&P Kensho CLP ETF 0.20% 10,338 $473K Reduce -37.1%
COWZ Pacer US Cash Cows 100 ETF 0.20% 9,500 $469K Add +11.2%
SKYY First Trust Cloud Computing 0.20% 5,083 $468K Add +200.2%
FITE SS SPDR S&P Kensho FS ETF 0.20% 7,897 $465K Add +87.9%
FDVV Fidelity High Dividend ETF 0.20% 10,171 $464K Reduce -0.7%
CSCO Cisco Systems Inc. 0.20% 8,476 $461K Add +0.2%
JPST JPMorgan Ultra-Short Income 0.19% 8,893 $449K Reduce -0.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.19% 858 $441K Reduce -1.9%
SCHG Schwab US Large-Cap Growth 0.19% 18,967 $437K Add +3.4%
IVV iShares Core S&P 500 ETF 0.18% 830 $428K Add +1.2%
ARKK ARK Innovation ETF 0.17% 9,227 $410K Reduce -50.5%
VB Vanguard Most SM-Cap ETF-Usd 0.17% 1,960 $396K Add +5.4%
IJH iShares Core S&P Midcap ETF 0.16% 7,076 $379K Add +3.9%
JHMM John Hancock Multi Fact Mid 0.16% 7,131 $375K Reduce -3.0%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.16% 12,775 $371K New
COMP Compass Inc. Class A 0.15% 51,404 $353K No change
SMH Vaneck Semiconductor ETF 0.15% 1,869 $351K Add +2.1%
IUSG iShares Core S&P U.S. Growth 0.14% 2,873 $339K Reduce -1.5%
MTB M & T Bank Corp. filed as M & T BK CORP 0.13% 2,021 $317K Add +0.8%
JETS US Global Jets ETF 0.13% 17,068 $314K Reduce -6.3%
ONEV SS SPDR R1000 Lo Vol Foc ETF 0.13% 2,649 $313K Reduce -24.7%
XLI SS Industrial Select Sector 0.13% 2,496 $306K New
FHLC Fidelity MSCI Health Care 0.13% 4,906 $305K Add +3.1%
F Ford Motor Co. filed as FORD MTR CO 0.13% 31,146 $295K Add +61.5%
FELC Fidelity Enh LRG Cap Cor ETF 0.12% 10,039 $288K No change
BKLC BNY Mellon US LRG Cap Cor 0.12% 2,848 $279K Add +0.3%
ETH Grayscale Ethereum Staking M 0.12% 18,826 $279K Add +17.0%
SPAB SS SPDR P Agg Bond ETF 0.11% 10,755 $270K Reduce -6.9%
IMCG iShares Morningstar Mid-Cap 0.11% 4,058 $270K Add +0.2%
META Meta Platforms Inc. Class A 0.11% 549 $266K Add +2.0%
WMT Walmart Inc. 0.11% 2,819 $261K Add +0.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.11% 1,049 $252K Add +21.0%
GTO Invesco Total Return Bond Et 0.11% 5,462 $250K Add +1.2%
VTIP Vanguard Short-Term Tips 0.11% 4,995 $249K Reduce -2.4%
WINN Harbor Long-Term Growers ETF 0.10% 10,750 $244K Add +6.7%
PGRO Putnam Focused LRG Cap Grow 0.10% 7,593 $244K No change
IMTM iShares MSCI Intl Momentum F 0.10% 6,052 $243K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.10% 1,016 $240K Add +6.2%
SPH Suburban Propane Partners LP 0.10% 11,816 $237K Add +1.5%
GOOG Alphabet Inc. Class C 0.10% 1,582 $237K Add +0.1%
RGEN Repligen Corp. 0.10% 1,800 $237K No change
FIW First Trust Water ETF 0.10% 2,391 $228K New
FBT First Trust Nyse Arca Biotec 0.09% 1,477 $223K Reduce -0.3%
SHYM iShares Short Duration High 0.09% 9,943 $218K Add +12.0%
FTCS First Trust Capital Strength 0.09% 2,530 $215K Reduce -14.2%
AMGN Amgen Inc. 0.09% 779 $213K No change
V Visa Inc. Class A 0.09% 659 $211K Add +0.1%
SHV iShares 0-1 Year Treasury Bo 0.09% 1,905 $210K Add +1.1%
JPM JPMorgan Chase & Co. 0.09% 916 $210K Add +0.4%
IVW iShares S&P 500 Growth ETF 0.09% 2,423 $208K Add +0.1%
XOM Exxon Mobil Corp. 0.09% 1,972 $208K Add +0.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 2,466 $207K Add +0.2%
GD General Dynamics Corp. 0.09% 747 $204K Reduce -5.9%
IBRX Immunitybio Inc. 0.02% 16,510 $41K No change

Portfolio Sells Q4 2024 → Q1 2025
IEFA iShares Core MSCI Eafe ETF Reduce -47.9% 0.63% −0.53
FBND Fidelity Total Bond ETF Reduce -10.7% 3.33% −0.51
IYK iShares US Consumer Staples Reduce -27.2% 1.49% −0.46
XLC SS Comm Select Sector SPDR Reduce -6.2% 2.11% −0.44
VOO Vanguard S&P 500 ETF Reduce -2.9% 2.01% −0.41
QQQJ Invesco Nasdaq Next Gen 100 Reduce -45.5% 0.27% −0.32
XCEM Columbia Em Core Ex-China Reduce -17.8% 1.11% −0.31
SCHD Schwab US DVD Equity ETF Reduce -5.5% 1.65% −0.31
FLJH Franklin Ftse JPN Hedged ETF Reduce -6.6% 1.45% −0.30
ARKK ARK Innovation ETF Reduce -50.5% 0.17% −0.29
XLE SS Energy Select Sector Reduce -2.3% 1.92% −0.29
CNRG SS SPDR S&P Kensho CLP ETF Reduce -37.1% 0.20% −0.25
INCO Columbia India Consumer ETF Reduce -11.9% 1.11% −0.24
RDVY First Trust Rising Dividend Reduce -0.4% 1.35% −0.19
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -6.3% 0.54% −0.15
NVDA Nvidia Corp. Reduce -8.4% 0.24% −0.15
SJNK SS SPDR BB St Hi Yield ETF Reduce -10.3% 0.62% −0.11
AVGO Broadcom Inc. Sold out 0.00% −0.11
GOOGL Alphabet Inc. Class A Reduce -12.5% 0.20% −0.10
ENFR Alerian Energy Infrastructur Sold out 0.00% −0.10
EMLP First Trust North American E Reduce -9.3% 0.65% −0.10
DSMC Distillate S/M Cash Flow ETF Sold out 0.00% −0.10
LPLA LPL Financial Holdings Inc. Sold out 0.00% −0.10
TXN Texas Instruments Inc. Sold out 0.00% −0.10
AMZN Amazon.com Inc. Reduce -3.8% 0.23% −0.09
SCHR Schwab Intermediate-Term US Reduce -13.2% 0.58% −0.09
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -6.0% 0.38% −0.09
PVAL Putnam Focused LRG Cap Value Reduce -5.1% 0.60% −0.09
UPS United Parcel Service Class B Sold out 0.00% −0.09
FTGC First Trust Global Tactical Reduce -21.4% 0.26% −0.08
TPYP Managed Portfolio Series Reduce -23.3% 0.20% −0.07
JETS US Global Jets ETF Reduce -6.3% 0.13% −0.07
IEF iShares 7-10 Year Treasury B Reduce -12.0% 0.41% −0.06
ONEV SS SPDR R1000 Lo Vol Foc ETF Reduce -24.7% 0.13% −0.06
BAC Bank of America Corp. Reduce -0.8% 0.20% −0.05
VTI VG Morningstar TS MKT ETF-US Reduce -2.2% 0.22% −0.05
DGRO iShares Core Dividend Growth Reduce -3.9% 0.32% −0.05
JMST JPM Ultra-Short Muni Income Reduce -15.4% 0.21% −0.04
USO United States Oil Fund LP Reduce -2.3% 0.23% −0.04
FTSL First Trust Senior Loan ETF Reduce -7.0% 0.30% −0.04
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.9% 0.19% −0.04
IUSG iShares Core S&P U.S. Growth Reduce -1.5% 0.14% −0.03
JHMM John Hancock Multi Fact Mid Reduce -3.0% 0.16% −0.03
CGMS Cap Group US Multi-Sect Bond Reduce -5.6% 0.24% −0.03
FDVV Fidelity High Dividend ETF Reduce -0.7% 0.20% −0.03
FTCS First Trust Capital Strength Reduce -14.2% 0.09% −0.02
FMHI First Trust Municipal High I Reduce -1.3% 0.21% −0.02
FBT First Trust Nyse Arca Biotec Reduce -0.3% 0.09% −0.01
SPAB SS SPDR P Agg Bond ETF Reduce -6.9% 0.11% −0.01
RTX RTX Corp. Reduce -9.3% 0.25% −0.01

Portfolio Buys Q4 2024 → Q1 2025
CGGR Cap Group Growth Equity Add +851.8% 3.90% +3.41
CGDG Cap Group Dividend Growers New 1.86% +1.86
LVHI Franklin International Low V New 0.68% +0.68
MLPX Global X MLP & Energy Infras Add +90.3% 0.94% +0.40
IYF iShares US Financials ETF Add +100.1% 0.88% +0.39
GRID First TRST Nasd Class Edg Sgiif New 0.35% +0.35
SPMO Invesco S&P 500 Momentum ETF Add +39.0% 1.92% +0.34
GOVT iShares US Treasury Bond ETF Add +27.7% 1.46% +0.30
SLV iShares Silver Trust New 0.29% +0.29
IDU iShares US Utilities ETF Add +81.8% 0.58% +0.26
IWP iShares Russell Mid-Cap Grow New 0.21% +0.21
FNDE Schwab Fndmntl Em MRK Eq ETF New 0.16% +0.16
ITA iShares U.S. Aerospace & Def Add +7.3% 2.87% +0.15
FIXD First Trust Smith Opportunis Add +21.8% 0.87% +0.14
DLN Wisdomtree US Largecap Divid Add +56.0% 0.44% +0.13
XLI SS Industrial Select Sector New 0.13% +0.13
TIPZ PIMCO Broad US Tips Index Add +18.4% 0.90% +0.13
BNDX Vanguard Total Intl Bond ETF Add +12.6% 1.26% +0.11
SKYY First Trust Cloud Computing Add +200.2% 0.20% +0.11
USHY iShares Broad Usd High Yield Add +21.0% 0.80% +0.10
BIV Vanguard Intermediate-Term B Add +52.2% 0.30% +0.10
CIBR First Trust Nasdaq Cybersecu Add +15.4% 1.72% +0.10
FIW First Trust Water ETF New 0.10% +0.10
IEMG iShares Core MSCI Emerging Add +20.1% 0.64% +0.09
DBEF Xtrackers MSCI Eafe Hedged E Add +35.0% 0.40% +0.08
CGDV Cap Group Dividend Value Add +21.3% 0.88% +0.08
FITE SS SPDR S&P Kensho FS ETF Add +87.9% 0.20% +0.07
RECS Columbia Resear Enh Cor ETF Add +51.6% 0.27% +0.06
VRP Invesco Variable Rate Prefer Add +14.1% 0.64% +0.05
MO Altria Group Inc. Add +4.1% 0.51% +0.05
F Ford Motor Co. Add +61.5% 0.13% +0.04
FPXI First Trust International Eq Add +10.3% 0.63% +0.04
T AT&T Inc. Add +1.8% 0.27% +0.03
JMUB JPMorgan Municipal ETF Add +7.7% 1.19% +0.03
FVD First Trust Value Line DVD Add +5.9% 4.87% +0.02
NOC Northrop Grumman Corp. Add +0.4% 0.22% +0.02
SPH Suburban Propane Partners LP Add +1.5% 0.10% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +21.0% 0.11% +0.01
SHYM iShares Short Duration High Add +12.0% 0.09% +0.00
RSPU Invesco S&P 500 Equal Weight Add +1.5% 1.30% +0.00
FNDX Schwab Fndmntl US LRG Co. ETF Add +13.0% 1.18% +0.00
NXTG First Trust Indxx Nextg ETF Add +7.7% 0.53% +0.00
WMT Walmart Inc. Add +0.4% 0.11% +0.00
BND Vanguard Total Bond Market Add +2.4% 0.56% −0.00
V Visa Inc. Class A Add +0.1% 0.09% −0.00
SHV iShares 0-1 Year Treasury Bo Add +1.1% 0.09% −0.00
LEGR First Trust Indxx Innovative Add +2.1% 0.21% −0.00
IBB iShares Biotechnology ETF Add +16.1% 0.60% −0.00
GTO Invesco Total Return Bond Et Add +1.2% 0.11% −0.00
XOM Exxon Mobil Corp. Add +0.9% 0.09% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 206$411.7MQQQ, FVD, CGGR, ITA, CGDV
Q1 2026 191$360.4MQQQ, FVD, CGGR, ITA, CGDV
Q4 2025 183$343.2MQQQ, FVD, CGGR, ITA, BUFR
Q3 2025 171$308.2MQQQ, FVD, CGGR, ITA, IAU
Q2 2025 157$278.1MQQQ, FVD, CGGR, ITA, FBND
Q1 2025 148$235.8MQQQ, FVD, CGGR, IAU, FBND
Q4 2024 146$229.2MQQQ, FVD, FBND, IAU, ITA
Q3 2024 140$228.1MQQQ, FVD, FBND, IYK, IAU
Q2 2024 136$215.2MQQQ, FBND, FVD, IYK, SCHD
Q1 2024 130$206.9MQQQ, FVD, FBND, IYK, SCHD