WESPAC Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), WESPAC Advisors, LLC reported 177 stock positions worth $171.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 4.1% of the portfolio, followed by JPMorgan Active Bond ETF (JBND, 2.9%) and Vanguard S&P 500 ETF (VOO, 2.7%). Compared with Q2 2025, it opened 37 new positions, sold out of 31, added to 69 and reduced 44. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +79%) and the biggest sale iShares Treasury Floating Ra (TFLO, shares −75%).

Most Recent 13F
Q2 2026
Location
ORINDA, CA
CIK
0001484540
Portfolio Value
$171.1M (Q3 2025)
SEC Filing
0001484540-25-000005 ↗ filed Oct 27, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $171.7M Q1 2024 Q2 2024: $127.8M Q2 2024 Q3 2024: $135.1M Q3 2024 Q4 2024: $135.9M Q4 2024 Q1 2025: $122.7M Q1 2025 Q2 2025: $143.0M Q2 2025 Q3 2025: $171.1M $171.1M Q3 2025 Q4 2025: $184.4M Q4 2025 Q1 2026: $182.6M Q1 2026 Q2 2026: $205.1M Q2 2026

Holdings 177 stocks · $171.1M
IVV iShares Core S&P 500 ETF 4.11% 10,517 $7.0M Add +79.3%
JBND JPMorgan Active Bond ETF 2.92% 92,396 $5.0M Add +78.5%
VOO Vanguard S&P 500 ETF 2.66% 7,445 $4.6M Add +0.0%
PULS Pgim Ultra Short Bond ETF 2.60% 89,336 $4.5M Add +43.4%
JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F 1.95% 44,236 $3.3M Add +106.5%
AAPL Apple Inc. 1.83% 12,287 $3.1M Reduce -1.1%
VUG Vanguard Mrngstar GR ETF-Sui 1.76% 6,269 $3.0M Add +85.5%
T AT&T Inc. 1.63% 98,595 $2.8M Add +2.5%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 1.54% 62,872 $2.6M Add +64.2%
RSP Invesco S&P 500 Equal Weight 1.47% 13,285 $2.5M Add +45.0%
IYZ iShares US Telecommunication 1.36% 72,084 $2.3M Reduce -0.6%
CLOA iShares Aaa Clo Act ETF-Usdi 1.32% 43,601 $2.3M New
IDMO Invesco S&P International DE 1.30% 41,324 $2.2M Add +211.4%
CGMS Cap Group US Multi-Sect Bond 1.30% 80,113 $2.2M Add +148.5%
XLK SS Technology Select Sector 1.29% 7,834 $2.2M Reduce -1.1%
ILF iShares Latin America 40 ETF 1.21% 71,469 $2.1M New
MBSF Regan Floating Rate MBS ETF 1.17% 78,501 $2.0M Add +9.6%
COR Cencora Inc. 1.16% 6,357 $2.0M Reduce -0.2%
IAU iShares Gold Trust 1.14% 26,874 $2.0M Add +4.6%
MSFT Microsoft Corp. 1.11% 3,682 $1.9M Add +17.6%
IGIB iShares 5-10Y Inv Grade Corp. 1.02% 32,173 $1.7M Add +9.1%
IPKW Invesco International Buybac 1.00% 32,536 $1.7M Add +18.2%
OUNZ Vaneck Merk Gold ETF 1.00% 46,073 $1.7M No change
AAAU Goldman Sachs Physical Gold 0.99% 44,334 $1.7M New
QQQ Invesco QQQ Trust Series 1 0.97% 2,761 $1.7M Add +22.6%
SPHQ Invesco S&P 500 Quality ETF 0.96% 22,404 $1.6M Add +69.2%
MMM 3M Co. 0.94% 10,337 $1.6M Add +0.7%
OBDC Blue Owl Capital Corp. 0.92% 122,648 $1.6M Add +7.9%
GE General Electric filed as GE AEROSPACE 0.91% 5,148 $1.5M Add +12.8%
IYF iShares US Financials ETF 0.90% 12,152 $1.5M Add +2.7%
HWM Howmet Aerospace Inc. 0.86% 7,527 $1.5M Reduce -0.2%
ITA iShares U.S. Aerospace & Def 0.84% 6,875 $1.4M Reduce -0.0%
COST Costco Wholesale Corp. 0.84% 1,549 $1.4M Reduce -5.7%
IWM iShares Russell 2000 ETF 0.81% 5,764 $1.4M New
CLOX Eldridge Aaa Clo ETF 0.81% 54,286 $1.4M Add +15.7%
WMT Walmart Inc. 0.81% 13,441 $1.4M No change
IGM iShares Expanded Tech Sector 0.80% 10,906 $1.4M New
SLV iShares Silver Trust 0.79% 32,017 $1.4M Add +4.5%
QCOM Qualcomm Inc. 0.78% 8,047 $1.3M Reduce -0.5%
AMD Advanced Micro Devices 0.78% 8,251 $1.3M Add +243.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.75% 1,919 $1.3M Reduce -0.7%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.71% 2,617 $1.2M Reduce -1.7%
JSI JH Securitized Income ETF 0.71% 23,123 $1.2M Add +0.2%
NRG NRG Energy Inc. 0.71% 7,459 $1.2M Add +0.4%
RITM Rithm Capital Corp. 0.69% 103,255 $1.2M Add +1.6%
BTI British American Tob-SP ADR 0.68% 22,073 $1.2M Add +0.9%
TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN 0.68% 53,483 $1.2M Add +2.3%
VOD Vodafone Group PLC-SP ADR 0.65% 96,003 $1.1M Add +0.9%
SCHG Schwab US Large-Cap Growth 0.65% 34,814 $1.1M New
NVDA Nvidia Corp. 0.64% 5,824 $1.1M Reduce -3.8%
IVE iShares S&P 500 Value ETF 0.63% 5,209 $1.1M No change
CAH Cardinal Health Inc. 0.61% 6,644 $1.0M Add +1.0%
ENB Enbridge Inc. 0.61% 20,617 $1.0M Add +1.6%
EVRG Evergy Inc. 0.60% 13,601 $1.0M Reduce -1.8%
GOOGL Alphabet Inc. Class A 0.60% 4,226 $1.0M Add +0.5%
PVAL Putnam Focused LRG Cap Value 0.59% 23,490 $1.0M Add +184.7%
FFIV F5 Inc. 0.58% 3,073 $993K New
MO Altria Group Inc. 0.58% 14,912 $985K Reduce -2.1%
CNP Centerpoint Energy Inc. 0.55% 24,336 $944K Add +3.9%
XLE SS Energy Select Sector 0.55% 10,562 $944K New
APH Amphenol Corp. Class A 0.55% 7,593 $940K Add +6.5%
TSLA Tesla Inc. 0.54% 2,084 $927K No change
CME Cme Group Inc. 0.54% 3,428 $926K Reduce -0.7%
KR Kroger Co. 0.54% 13,585 $916K Add +1.2%
DLTR Dollar Tree Inc. 0.53% 9,682 $914K Add +0.6%
NOBL Proshares S&P 500 Dividend A 0.53% 8,790 $906K Reduce -4.1%
SHYG iShares 0-5 YR HY Corp. Bond 0.53% 20,813 $901K Add +27.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.52% 17,320 $894K Reduce -8.0%
DRI Darden Restaurants Inc. 0.52% 4,645 $884K Add +8.8%
META Meta Platforms Inc. Class A 0.50% 1,170 $859K Reduce -10.2%
ETHE Grayscale Ethereum Staking E 0.49% 24,679 $846K New
XME SS SPDR S&P Metals Mining 0.49% 9,072 $845K New
PAAA Pgim Aaa Clo ETF 0.49% 16,378 $843K New
EWS iShares MSCI Singapore ETF 0.49% 29,748 $843K Reduce -0.4%
GLD SPDR Gold Shares 0.49% 2,370 $842K Add +36.8%
DINO HF Sinclair Corp. 0.48% 15,750 $824K New
FNDF Schwab Fndmn Intl LRG Co. ETF 0.48% 19,140 $822K Reduce -1.4%
TFLO iShares Treasury Floating Ra 0.47% 16,041 $812K Reduce -75.4%
ARCC Ares Capital Corp. 0.47% 38,985 $796K Add +5.5%
O Realty Income Corp. 0.46% 13,064 $794K New
TPR Tapestry Inc. 0.46% 7,014 $794K Add +9.7%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.46% 24,206 $789K New
VYMI Vanguard Int High DVD YLD Inc. 0.46% 9,221 $781K New
TFC Truist Financial Corp. 0.45% 16,875 $772K New
NMCO Nuveen Municipal Credit Opp 0.45% 70,400 $765K No change
NMZ Nuveen Muni Hi Inc. Opport 0.43% 70,274 $744K No change
EIPI FT Energy Income ETF 0.43% 37,275 $739K Add +6.3%
TSM Taiwan Semiconductor-SP ADR 0.43% 2,644 $738K Reduce -0.8%
LNC Lincoln National Corp. 0.43% 18,265 $737K New
OMF Onemain Holdings Inc. 0.41% 12,511 $706K New
RL Ralph Lauren Corp. 0.41% 2,240 $702K Add +3.2%
FENI Fidelity Enhanced Intl ETF 0.40% 19,327 $682K Add +0.0%
VCR Vanguard Consumer Discre ETF 0.40% 1,720 $681K New
DUK Duke Energy Corp. 0.39% 5,445 $674K Reduce -2.9%
WPC WP Carey Inc. 0.39% 9,898 $669K New
VIS Vanguard Industrials ETF 0.39% 2,247 $666K Reduce -53.4%
CLOI Vaneck Clo ETF 0.38% 12,193 $647K Add +88.4%
MA Mastercard Inc. Class A 0.37% 1,125 $640K No change
JPM JPMorgan Chase & Co. 0.37% 2,006 $633K Reduce -15.0%
PG The Procter & Gamble Co. 0.37% 4,112 $632K Reduce -1.1%
RCL Royal Caribbean Cruises Ltd. 0.37% 1,931 $625K Add +15.8%
AMZN Amazon.com Inc. 0.36% 2,813 $618K No change
BSMQ Invesco Bulletshares 2026 MB 0.36% 26,036 $615K No change
BSMR Invesco Bulletshares 2027 MB 0.36% 25,872 $612K No change
HAS Hasbro Inc. 0.34% 7,612 $577K New
D Dominion Energy Inc. 0.33% 9,339 $571K New
F Ford Motor Co. filed as FORD MTR CO 0.33% 47,346 $566K New
OKE Oneok Inc. 0.32% 7,472 $545K Add +13.7%
CGGR Cap Group Growth Equity 0.32% 12,404 $545K New
AM Antero Midstream Corp. 0.31% 27,544 $535K Add +6.7%
HQH Abrdn Healthcare Investors 0.30% 27,818 $514K Add +6.6%
SDY SS SPDR S&P Dividend ETF 0.30% 3,641 $510K New
BSMS Invesco Bulletshares 2028 MB 0.30% 21,653 $507K No change
VXF Vanguard Extended Market ETF 0.29% 2,403 $503K New
PCT Purecycle Technologies Inc. 0.29% 38,187 $502K No change
ES Eversource Energy 0.29% 7,052 $502K New
ANET Arista Networks Inc. 0.29% 3,408 $497K New
BEN Franklin Templeton Inc. 0.28% 21,030 $486K New
VTI VG Morningstar TS MKT ETF-US 0.28% 1,465 $481K Add +0.1%
GOOG Alphabet Inc. Class C 0.28% 1,971 $480K No change
GEV GE Vernova Inc. 0.28% 768 $472K Add +16.2%
V Visa Inc. Class A 0.27% 1,369 $467K Reduce -1.8%
LLY Eli Lilly & Co. 0.26% 576 $439K No change
SMH Vaneck Semiconductor ETF 0.25% 1,326 $433K Reduce -1.1%
BSMP Invesco Bulletshares 2025 MB 0.25% 17,328 $425K No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.24% 4,507 $414K Reduce -17.4%
FNDX Schwab Fndmntl US LRG Co. ETF 0.24% 15,666 $412K Reduce -5.3%
NFLX Netflix Inc. 0.24% 339 $406K Add +13.0%
ETHA iShares Ethereum Trust ETF 0.24% 12,874 $406K New
IEF iShares 7-10 Year Treasury B 0.23% 4,135 $399K No change
BND Vanguard Total Bond Market 0.22% 5,167 $384K Reduce -15.1%
ORCL Oracle Corp. 0.22% 1,360 $382K Add +0.4%
AVGO Broadcom Inc. 0.22% 1,152 $380K Reduce -14.4%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.22% 4,357 $380K Reduce -64.4%
XLV SS Health Care Select Sector 0.21% 2,582 $359K Reduce -0.4%
WM Waste Management Inc. 0.20% 1,531 $338K Reduce -2.2%
ALAB Astera Labs Inc. 0.20% 1,708 $334K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 1,165 $329K No change
BSCR Invesco Bulletshares 2027 CB 0.19% 16,188 $319K Add +1.0%
BSJR Invesco Bulletshares 2027 HY 0.19% 13,957 $317K Add +1.1%
ADSK Autodesk Inc. 0.18% 991 $315K Reduce -11.2%
VYM Vanguard High DVD Yield ETF 0.18% 2,199 $310K Add +0.1%
RTX RTX Corp. 0.18% 1,844 $309K No change
EMB iShares JP Morgan Usd Emergi 0.18% 3,239 $308K Add +7.9%
ETJ Eaton Vance RSK-MGD Divers 0.18% 33,500 $301K No change
BSCQ Invesco Bulletshares 2026 CB 0.17% 15,095 $295K Add +0.9%
BSJQ Invesco Bulletshares 2026 HY 0.17% 12,532 $293K Add +1.0%
IAI iShares U.S. Broker-Dealers 0.17% 1,630 $288K Reduce -2.0%
JEPI JPMorgan Equity Premium Inco 0.17% 4,970 $284K New
XAR SS SPDR S&P Aerospace Def 0.16% 1,192 $280K Reduce -1.2%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.16% 2,500 $279K New
PYLD PIMCO Multisector Bond Actv 0.16% 10,348 $278K New
CVX Chevron Corp. 0.16% 1,787 $278K Add +0.1%
TMUS T-Mobile US Inc. 0.16% 1,135 $272K No change
JAAA Janus Henderson Aaa Clo ETF 0.16% 5,241 $266K Add +2.3%
TTWO Take-Two Interactive Softwre 0.15% 1,026 $265K Reduce -10.8%
TBIL F/M US Treasury 3 Month Bill 0.15% 5,300 $265K No change
ENVX Enovix Corp. 0.15% 26,378 $263K Add +8.1%
AMAT Applied Materials Inc. 0.15% 1,268 $260K Reduce -1.6%
CIBR First Trust Nasdaq Cybersecu 0.15% 3,398 $258K Reduce -2.6%
PLTR Palantir Technologies Inc. Class A 0.15% 1,414 $258K Reduce -16.4%
IVW iShares S&P 500 Growth ETF 0.14% 2,039 $246K No change
JCPB JPMorgan Core Plus Bond ETF 0.14% 4,973 $236K No change
BSCP Invesco Bulletshares 2025 CB 0.14% 11,278 $233K Add +8.4%
BSJP Invesco Bulletshares 2025 HY 0.14% 10,015 $231K Add +3.9%
IDV iShares International Select 0.13% 6,223 $227K No change
BRK.B Berkshire Hathaway Inc. Class B 0.13% 448 $225K Add +0.5%
XTEN Bondbloxx BBG 10Y US TSY ETF 0.13% 4,826 $225K Add +4.1%
IAK iShares U.S. Insurance ETF 0.13% 1,656 $222K Reduce -0.1%
APP AppLovin Corp. Class A 0.13% 301 $216K New
HD Home Depot Inc. 0.13% 531 $215K Reduce -3.6%
SCCO Southern Copper Corp. 0.12% 1,737 $211K New
BKNG Booking Holdings Inc. 0.12% 38 $205K No change
VLO Valero Energy Corp. 0.12% 1,200 $204K New
EOSE Eos Energy Enterprises Inc. 0.09% 12,978 $148K No change
GGN Gamco GLBL Gold NTRL Res Inc. 0.08% 26,500 $137K Reduce -19.7%
NMI Nuveen Municipal Income 0.06% 10,000 $99K No change

Portfolio Sells Q2 2025 → Q3 2025
TFLO iShares Treasury Floating Ra Reduce -75.4% 0.47% −1.84
VGK Vanguard Ftse Europe ETF Sold out 0.00% −1.45
CTA Simplify Managed Futures St Sold out 0.00% −0.92
GILD Gilead Sciences Inc. Sold out 0.00% −0.74
PPLT Abrdn Physical Platinum SHRS Sold out 0.00% −0.72
VRSN Verisign Inc. Sold out 0.00% −0.69
KMI Kinder Morgan Inc. Sold out 0.00% −0.68
PNW Pinnacle West Capital Sold out 0.00% −0.58
OGE Oge Energy Corp. Sold out 0.00% −0.56
ADC Agree Realty Corp. Sold out 0.00% −0.56
VIS Vanguard Industrials ETF Reduce -53.4% 0.39% −0.55
FSK FS KKR Capital Corp. Sold out 0.00% −0.54
EWG iShares MSCI Germany ETF Sold out 0.00% −0.53
CVS CVS Health Corp. Sold out 0.00% −0.53
CCI Crown Castle Inc. Sold out 0.00% −0.53
FNF Fidelity National Financial Sold out 0.00% −0.51
ECH iShares MSCI Chile ETF Sold out 0.00% −0.50
PM Philip Morris International Sold out 0.00% −0.50
EXC Exelon Corp. Sold out 0.00% −0.48
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -64.4% 0.22% −0.48
AMLP Alerian MLP ETF Sold out 0.00% −0.47
XITK SS SPDR F Inno Tech ETF Sold out 0.00% −0.46
CTRA Coterra Energy Inc. Sold out 0.00% −0.44
AEP American Electric Power Sold out 0.00% −0.43
EWO iShares MSCI Austria ETF Sold out 0.00% −0.40
KVUE Kenvue Inc. Sold out 0.00% −0.38
WBA Walgreens Boots Alliance Inc. Sold out 0.00% −0.37
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.37
COST Costco Wholesale Corp. Reduce -5.7% 0.84% −0.30
HELO JPMorgan Hedged Equity ETF Sold out 0.00% −0.25
ZS Zscaler Inc. Sold out 0.00% −0.22
COR Cencora Inc. Reduce -0.2% 1.16% −0.18
META Meta Platforms Inc. Class A Reduce -10.2% 0.50% −0.17
SCHD Schwab US DVD Equity ETF Sold out 0.00% −0.16
MELI MercadoLibre Inc. Sold out 0.00% −0.16
IGLB iShares 10+ Year Inv GR Corp. Sold out 0.00% −0.15
IYZ iShares US Telecommunication Reduce -0.6% 1.36% −0.15
CME Cme Group Inc. Reduce -0.7% 0.54% −0.12
QCOM Qualcomm Inc. Reduce -0.5% 0.78% −0.12
HWM Howmet Aerospace Inc. Reduce -0.2% 0.86% −0.12
NOBL Proshares S&P 500 Dividend A Reduce -4.1% 0.53% −0.12
XLK SS Technology Select Sector Reduce -1.1% 1.29% −0.11
WCMI FT WCM International ETF Sold out 0.00% −0.11
DIA SS SPDR Dow Jones Indus Avg Reduce -1.7% 0.71% −0.11
JPM JPMorgan Chase & Co. Reduce -15.0% 0.37% −0.11
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -17.4% 0.24% −0.11
BAC Bank of America Corp. Reduce -8.0% 0.52% −0.10
PG The Procter & Gamble Co. Reduce -1.1% 0.37% −0.09
BND Vanguard Total Bond Market Reduce -15.1% 0.22% −0.09
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.7% 0.75% −0.09

Portfolio Buys Q2 2025 → Q3 2025
IVV iShares Core S&P 500 ETF Add +79.3% 4.11% +1.57
CLOA iShares Aaa Clo Act ETF-Usdi New 1.32% +1.32
ILF iShares Latin America 40 ETF New 1.21% +1.21
AAAU Goldman Sachs Physical Gold New 0.99% +0.99
JBND JPMorgan Active Bond ETF Add +78.5% 2.92% +0.98
JIVE JPM Interntl Value ETF Add +106.5% 1.95% +0.91
IDMO Invesco S&P International DE Add +211.4% 1.30% +0.83
IWM iShares Russell 2000 ETF New 0.81% +0.81
IGM iShares Expanded Tech Sector New 0.80% +0.80
VUG Vanguard Mrngstar GR ETF-Sui Add +85.5% 1.76% +0.72
CGMS Cap Group US Multi-Sect Bond Add +148.5% 1.30% +0.68
SCHG Schwab US Large-Cap Growth New 0.65% +0.65
FFIV F5 Inc. New 0.58% +0.58
XLE SS Energy Select Sector New 0.55% +0.55
AMD Advanced Micro Devices Add +243.1% 0.78% +0.54
ETHE Grayscale Ethereum Staking E New 0.49% +0.49
XME SS SPDR S&P Metals Mining New 0.49% +0.49
PAAA Pgim Aaa Clo ETF New 0.49% +0.49
CGDV Cap Group Dividend Value Add +64.2% 1.54% +0.49
DINO HF Sinclair Corp. New 0.48% +0.48
O Realty Income Corp. New 0.46% +0.46
VICI Vici Properties Inc. New 0.46% +0.46
VYMI Vanguard Int High DVD YLD Inc. New 0.46% +0.46
TFC Truist Financial Corp. New 0.45% +0.45
PULS Pgim Ultra Short Bond ETF Add +43.4% 2.60% +0.43
LNC Lincoln National Corp. New 0.43% +0.43
OMF Onemain Holdings Inc. New 0.41% +0.41
VCR Vanguard Consumer Discre ETF New 0.40% +0.40
WPC WP Carey Inc. New 0.39% +0.39
PVAL Putnam Focused LRG Cap Value Add +184.7% 0.59% +0.35
HAS Hasbro Inc. New 0.34% +0.34
D Dominion Energy Inc. New 0.33% +0.33
F Ford Motor Co. New 0.33% +0.33
CGGR Cap Group Growth Equity New 0.32% +0.32
RSP Invesco S&P 500 Equal Weight Add +45.0% 1.47% +0.31
SPHQ Invesco S&P 500 Quality ETF Add +69.2% 0.96% +0.30
SDY SS SPDR S&P Dividend ETF New 0.30% +0.30
VXF Vanguard Extended Market ETF New 0.29% +0.29
ES Eversource Energy New 0.29% +0.29
ANET Arista Networks Inc. New 0.29% +0.29
BEN Franklin Templeton Inc. New 0.28% +0.28
ETHA iShares Ethereum Trust ETF New 0.24% +0.24
ALAB Astera Labs Inc. New 0.20% +0.20
JEPI JPMorgan Equity Premium Inco New 0.17% +0.17
LQD Ishr Ibx Usd Invgd CB ETF-Ui New 0.16% +0.16
PYLD PIMCO Multisector Bond Actv New 0.16% +0.16
CLOI Vaneck Clo ETF Add +88.4% 0.38% +0.14
APP AppLovin Corp. Class A New 0.13% +0.13
SCCO Southern Copper Corp. New 0.12% +0.12
GLD SPDR Gold Shares Add +36.8% 0.49% +0.12

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 200$205.1MPULS, RSP, VT, VOO, IVV
Q1 2026 178$182.6MPULS, SGOV, IVV, UUP, VOO
Q4 2025 178$184.4MIVV, JBND, JIVE, VOO, CGDV
Q3 2025 177$171.1MIVV, JBND, VOO, PULS, JIVE
Q2 2025 171$143.0MVOO, IVV, TFLO, PULS, T
Q1 2025 153$122.7MIVV, PULS, VOO, CLOI, AAPL
Q4 2024 160$135.9MGLD, PULS, AAPL, IVV, VOO
Q3 2024 150$135.1MGLD, TFLO, AAPL, IVV, CLOI
Q2 2024 142$127.8MGLD, TFLO, IVV, AAPL, CLOI
Q1 2024 167$171.7MGLD, AAPL, TFLO, IVV, VUG