West Financial Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), West Financial Advisors, LLC reported 205 stock positions worth $518.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 13.3% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 12.3%) and Vanguard Total Bond Market (BND, 11.9%). Compared with Q3 2024, it opened 38 new positions, sold out of 21, added to 57 and reduced 24. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +498%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −51%).

Most Recent 13F
Q2 2026
Location
DES MOINES, IA
CIK
0001843684
Portfolio Value
$518.6M (Q4 2024)
SEC Filing
0001843684-25-000001 ↗ filed Jan 14, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $466.2M Q1 2024 Q2 2024: $481.6M Q2 2024 Q3 2024: $518.5M Q3 2024 Q4 2024: $518.6M $518.6M Q4 2024 Q1 2025: $526.2M Q1 2025 Q2 2025: $574.7M Q2 2025 Q3 2025: $605.0M Q3 2025 Q4 2025: $592.7M Q4 2025 Q1 2026: $589.1M Q1 2026 Q2 2026: $658.5M Q2 2026

Holdings 205 stocks · $518.6M
VOO Vanguard S&P 500 ETF 13.26% 127,577 $68.7M Add +498.4%
SPY SS SPDR S&P 500 ETF Trust-US 12.28% 108,647 $63.7M Reduce -51.4%
BND Vanguard Total Bond Market 11.89% 857,544 $61.7M Add +19.0%
VEA Vanguard Ftse Developed ETF 9.89% 1,072,874 $51.3M Add +7.0%
VTEB Vanguard Tax-Exempt Bond ETF 9.69% 1,002,462 $50.3M Add +3.6%
IJH iShares Core S&P Midcap ETF 4.70% 391,412 $24.4M Reduce -0.1%
DFAE Dimensional Emerging Core Eq 4.54% 927,328 $23.5M Add +1.8%
IEFA iShares Core MSCI Eafe ETF 3.72% 274,546 $19.3M Add +5.9%
VCIT Vanguard Int-Term Corporate 2.95% 190,306 $15.3M Add +1.1%
DFAS Dimensional US Small Cap ETF 2.81% 223,962 $14.6M Add +0.6%
DUHP Dimensional US High Profi Et 2.57% 393,846 $13.3M Reduce -1.3%
HYS PIMCO 0-5 Year H/Y Corp. Bond 2.54% 140,353 $13.1M Add +1.2%
VXF Vanguard Extended Market ETF 2.26% 61,732 $11.7M Reduce -0.9%
VIG Vanguard Dividend Apprec ETF 1.80% 47,788 $9.4M Reduce -3.7%
DFNM Dimensional National Muni BD 1.59% 173,115 $8.3M Reduce -6.0%
BIL SS SPDR BB 1-3M T-Bill ETF 1.33% 75,210 $6.9M Reduce -7.9%
VTI VG Morningstar TS MKT ETF-US 1.04% 18,653 $5.4M Reduce -4.3%
QQQ Invesco QQQ Trust Series 1 1.00% 10,120 $5.2M Reduce -2.2%
AAPL Apple Inc. 0.89% 18,429 $4.6M Add +35.2%
VB Vanguard Most SM-Cap ETF-Usd 0.64% 13,707 $3.3M Add +0.6%
XLY SS Consumer Disc Select Sect 0.58% 13,371 $3.0M New
XLF SS Financial Select Sector 0.57% 61,635 $3.0M Add +11.4%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.53% 36,252 $2.7M Add +9.3%
XLRE SS Real Estate Select Sector 0.52% 66,005 $2.7M Add +13.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.44% 8,682 $2.3M Reduce -0.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.43% 5,470 $2.2M Add +5.9%
ESGV Vanguard ESG US Stock ETF 0.39% 19,290 $2.0M Reduce -9.9%
VSGX Vanguard ESG Intl Stock ETF 0.35% 32,458 $1.8M Add +5.6%
VXUS Vanguard Total Intl Stock 0.32% 28,218 $1.7M Add +0.5%
VWO Vanguard Ftse Emerging Marke 0.32% 37,670 $1.7M Add +3.9%
PRF Invesco Rafi US 1000 ETF 0.29% 36,980 $1.5M No change
MSFT Microsoft Corp. 0.29% 3,537 $1.5M Add +87.8%
VNQ Vanguard Real Estate ETF 0.28% 16,316 $1.5M Add +2.3%
SCHW Schwab (charles) Corp. 0.18% 12,600 $933K No change
VCEB Vanguard ESG US Corp. Bond 0.16% 13,396 $830K Add +4.0%
TYL Tyler Technologies Inc. 0.16% 1,418 $818K Add +0.8%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.15% 3,730 $793K Reduce -1.8%
MUB iShares National Muni Bond E 0.14% 6,718 $716K Add +0.1%
SUSA iShares ESG Optimized MSCI U 0.12% 5,283 $642K Add +2.8%
LNT Alliant Energy Corp. 0.12% 10,768 $637K No change
SCHB Schwab US Broad Market ETF 0.11% 26,154 $594K Reduce -1.0%
DSI iShares ESG MSCI KLD 400 ETF 0.11% 5,003 $552K Add +2.7%
TSLA Tesla Inc. 0.10% 1,275 $515K Add +466.7%
GOOGL Alphabet Inc. Class A 0.09% 2,601 $492K Add +30.1%
GOOG Alphabet Inc. Class C 0.09% 2,403 $458K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.08% 1,980 $392K Reduce -4.8%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.07% 3,385 $383K Reduce -5.6%
ORCL Oracle Corp. 0.07% 2,289 $381K Add +66.2%
CASY Casey's General Stores Inc. 0.06% 725 $287K Add +228.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.05% 1,589 $269K Add +0.3%
QCOM Qualcomm Inc. 0.05% 1,674 $257K No change
IWF iShares Russell 1000 Growth 0.05% 635 $255K New
GL Globe Life Inc. 0.04% 2,000 $223K No change
HEDJ Wisdomtree Europe Hedged Equ 0.04% 5,051 $221K Reduce -1.9%
WFC Wells Fargo & Co. 0.04% 3,101 $218K Add +7.2%
USB US Bancorp 0.04% 4,329 $207K New
AMGN Amgen Inc. 0.04% 764 $199K No change
NSC Norfolk Southern Corp. 0.04% 846 $199K No change
IWD iShares Russell 1000 Value E 0.04% 1,070 $198K Add +204.8%
CHD Church & Dwight Co. Inc. 0.04% 1,808 $189K No change
SCHD Schwab US DVD Equity ETF 0.04% 6,644 $182K Reduce -34.0%
IWM iShares Russell 2000 ETF 0.03% 805 $178K Add +28.8%
BRK.B Berkshire Hathaway Inc. Class B 0.03% 386 $175K Add +35.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 766 $168K New
HON Honeywell International Inc. 0.03% 695 $157K No change
ITOT iShares Core S&P Total U.S. 0.03% 1,175 $151K No change
PFG Principal Financial Group 0.03% 1,870 $145K Reduce -23.6%
JPM JPMorgan Chase & Co. 0.03% 603 $145K Add +244.6%
ABBV Abbvie Inc. 0.03% 766 $136K No change
BX Blackstone Inc. 0.03% 766 $132K Add +335.2%
IEMG iShares Core MSCI Emerging 0.02% 2,414 $126K No change
MRK Merck & Co. Inc. 0.02% 1,261 $125K Reduce -6.5%
BA The Boeing Co. 0.02% 633 $112K Add +46.2%
ADM Archer-Daniels-Midland Co. 0.02% 2,201 $111K Add +10.1%
XOM Exxon Mobil Corp. 0.02% 980 $105K Add +32.3%
VYM Vanguard High DVD Yield ETF 0.02% 823 $105K Reduce -11.9%
DGRO iShares Core Dividend Growth 0.02% 1,638 $100K Reduce -4.9%
EEM iShares MSCI Emerging Market 0.02% 2,370 $99K Add +67.1%
IWR iShares Russell Mid-Cap ETF 0.02% 1,040 $92K No change
AMZN Amazon.com Inc. 0.02% 400 $88K New
AVGO Broadcom Inc. 0.02% 345 $80K No change
ABT Abbott Laboratories 0.02% 691 $78K Add +12.2%
CTVA Corteva Inc. 0.01% 1,303 $74K No change
DE Deere & Co. 0.01% 174 $74K Add +1.2%
KO The Coca-Cola Co. 0.01% 1,179 $73K Add +934.2%
HD Home Depot Inc. 0.01% 186 $72K Add +675.0%
SCHF Schwab Intl Equity ETF 0.01% 3,808 $70K No change
QCRH QCR Holdings Inc. 0.01% 870 $70K No change
EFA iShares MSCI Eafe ETF 0.01% 870 $66K Add +141.0%
IBIT iShares Bitcoin Trust ETF 0.01% 1,228 $65K Add +10.6%
LOW Lowe's Cos Inc. 0.01% 256 $63K No change
VIGI Vanguard Int Div App Indx FD 0.01% 716 $57K No change
META Meta Platforms Inc. Class A 0.01% 85 $50K No change
COO The Cooper Cos Inc. 0.01% 533 $49K New
PIO Invesco Global Water ETF 0.01% 1,250 $49K No change
NVDA Nvidia Corp. 0.01% 343 $46K Add +14.3%
V Visa Inc. Class A 0.01% 145 $46K No change
NKE Nike Inc. Class B 0.01% 600 $45K No change
SBUX Starbucks Corp. 0.01% 497 $45K No change
XEL Xcel Energy Inc. 0.01% 662 $45K No change
CMI Cummins Inc. 0.01% 126 $44K No change
ED Consolidated Edison Inc. 0.01% 472 $42K No change
MCD McDonald's Corp. 0.01% 145 $42K No change
WELL Welltower Inc. 0.01% 320 $40K No change
KR Kroger Co. 0.01% 656 $40K No change
BLK BlackRock Inc. 0.01% 38 $39K New
SDY SS SPDR S&P Dividend ETF 0.01% 294 $39K No change
MAR Marriott International Class A 0.01% 135 $38K No change
COST Costco Wholesale Corp. 0.01% 41 $38K No change
CAT Caterpillar Inc. 0.01% 103 $37K No change
LLY Eli Lilly & Co. 0.01% 46 $36K Reduce -29.2%
ETN Eaton Corp. PLC 0.01% 107 $36K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.01% 218 $35K No change
BKNG Booking Holdings Inc. 0.01% 7 $35K No change
CSCO Cisco Systems Inc. 0.01% 574 $34K No change
PNC PNC Financial Services Group 0.01% 174 $34K No change
INTC Intel Corp. 0.01% 1,557 $31K New
JBL Jabil Inc. 0.01% 200 $29K No change
MDY State Street SPDR S&P Midcap 0.01% 49 $28K New
UNH Unitedhealth Group Inc. 0.01% 55 $28K No change
HIG Hartford Insurance Group Inc. 0.01% 247 $27K No change
TRGP Targa Resources Corp. 0.01% 151 $27K No change
BALL Ball Corp. 0.01% 488 $27K No change
MFC Manulife Financial Corp. 0.01% 875 $27K No change
OTTR Otter Tail Corp. 0.00% 334 $25K No change
C Citigroup Inc. 0.00% 348 $24K No change
GRMN Garmin Ltd. 0.00% 118 $24K No change
DFIV Dimensional International Va 0.00% 666 $24K No change
SU Suncor Energy Inc. 0.00% 658 $23K No change
IYY iShares Dow Jones U.S. ETF 0.00% 160 $23K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.00% 497 $22K New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.00% 78 $21K No change
RSP Invesco S&P 500 Equal Weight 0.00% 104 $18K New
LRCX Lam Research Corp. 0.00% 250 $18K New
D Dominion Energy Inc. 0.00% 326 $18K No change
RTX RTX Corp. 0.00% 142 $16K No change
PRU Prudential Financial Inc. 0.00% 131 $16K No change
TEL Te Connectivity PLC 0.00% 98 $14K No change
TGT Target Corp. 0.00% 103 $14K No change
VZ Verizon Communications Inc. 0.00% 342 $14K Add +12.5%
WM Waste Management Inc. 0.00% 67 $14K No change
ATLO Ames National Corp. 0.00% 804 $13K No change
TMO Thermo Fisher Scientific Inc. 0.00% 25 $13K No change
GILD Gilead Sciences Inc. 0.00% 130 $12K New
EA Electronic Arts Inc. 0.00% 81 $12K No change
DUK Duke Energy Corp. 0.00% 108 $12K No change
JCI Johnson Controls Internation 0.00% 145 $11K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.00% 100 $11K Add +16.3%
EVRG Evergy Inc. 0.00% 177 $11K New
AFL Aflac Inc. 0.00% 105 $11K No change
UNP Union Pacific Corp. 0.00% 47 $11K No change
CLX Clorox Company 0.00% 63 $10K No change
STBA S & T Bancorp Inc. 0.00% 262 $10K No change
CI The Cigna Group 0.00% 35 $10K No change
JNJ Johnson & Johnson 0.00% 64 $9K New
CVS CVS Health Corp. 0.00% 203 $9K No change
RF Regions Financial Corp. 0.00% 369 $9K No change
PG The Procter & Gamble Co. 0.00% 50 $8K Reduce -39.0%
YUM Yum! Brands Inc. 0.00% 62 $8K No change
FDX FedEx Corp. 0.00% 25 $7K No change
AMT American Tower Corp. 0.00% 36 $7K No change
KMI Kinder Morgan Inc. 0.00% 211 $6K Add +1.0%
K Kellanova 0.00% 67 $5K New
DEO Diageo PLC-Sponsored ADR 0.00% 41 $5K No change
ASTS Ast Spacemobile Inc. 0.00% 200 $4K No change
WES Western Midstream Partners L 0.00% 105 $4K Add +2.9%
DLR Digital Realty Trust Inc. 0.00% 22 $4K New
KDP Keurig Dr Pepper Inc. 0.00% 100 $3K New
BYRN Byrna Technologies Inc. 0.00% 100 $3K No change
PFE Pfizer Inc. 0.00% 108 $3K New
DFAU Dimensional US Core Equity M 0.00% 70 $3K Reduce -22.2%
NCLH Norwegian Cruise Line Holdin 0.00% 100 $3K No change
UTI Universal Technical Institut 0.00% 100 $3K No change
NAT Nordic American Tankers Ltd. 0.00% 1,000 $3K New
ESGD iShares Trust iShares ESG Aw 0.00% 32 $2K New
PNNT Pennantpark Investment Corp. 0.00% 327 $2K Add +3.5%
SPTN Spartannash Co. 0.00% 120 $2K New
NOG Northern Oil and Gas Inc. 0.00% 52 $2K Add +2.0%
PMT Pennymac Mortgage Investment 0.00% 135 $2K New
ACRE Ares Commercial Real Estate 0.00% 275 $2K New
BTG B2GOLD Corp. 0.00% 500 $1K New
WHR Whirlpool Corp. 0.00% 10 $1K No change
PSEC Prospect Capital Corp. 0.00% 256 $1K New
CMCSA Comcast Corp. Class A 0.00% 28 $1K New
BEN Franklin Templeton Inc. 0.00% 51 $1K No change
HTGC Hercules Capital Inc. 0.00% 50 $1K New
PR Permian Resources Corp. Class A 0.00% 66 $948 Add +1.5%
AGNC AGNC Investment Corp. 0.00% 101 $933 New
IMMR Immersion Corporation 0.00% 101 $881 Add +1.0%
DMLP Dorchester Minerals LP 0.00% 26 $878 No change
SOFI Sofi Technologies Inc. 0.00% 49 $755 No change
ESGE iShares Inc. iShares ESG Awar 0.00% 21 $702 New
NUMG Nuveen ESG Mid-Cap Grow ETF 0.00% 12 $569 New
NUMV Nuveen ESG Mid-Cap Value ETF 0.00% 16 $557 New
PFFA Virtus Infracap US Pref STCK 0.00% 25 $546 Add +4.2%
SB Safe Bulkers Inc. 0.00% 125 $447 New
T AT&T Inc. 0.00% 14 $319 New
PJT PJT Partners Inc. Class A 0.00% 2 $316 New
KLG WK Kellogg Co. 0.00% 16 $288 New
DFAI Dimensional International Co. 0.00% 9 $263 No change
OGN Organon & Co. 0.00% 14 $209 Add +180.0%
PEP Pepsico Inc. 0.00% 1 $153 New
UA Under Armour Inc. Class C 0.00% 12 $90 No change
WBD Warner Bros Discovery Inc. 0.00% 2 $22 New
WEST Westrock Coffee Co. 0.00% 31 $0 No change

Portfolio Sells Q3 2024 → Q4 2024
SPY SS SPDR S&P 500 ETF Trust-US Reduce -51.4% 12.28% −12.45
XLI SS Industrial Select Sector Sold out 0.00% −0.50
DFNM Dimensional National Muni BD Reduce -6.0% 1.59% −0.13
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -7.9% 1.33% −0.12
VIG Vanguard Dividend Apprec ETF Reduce -3.7% 1.80% −0.09
DUHP Dimensional US High Profi Et Reduce -1.3% 2.57% −0.06
FIBK First Interstate Bancsys-A Sold out 0.00% −0.04
ESGV Vanguard ESG US Stock ETF Reduce -9.9% 0.39% −0.03
VTI VG Morningstar TS MKT ETF-US Reduce -4.3% 1.04% −0.02
SCHD Schwab US DVD Equity ETF Reduce -34.0% 0.04% −0.02
PFG Principal Financial Group Reduce -23.6% 0.03% −0.01
TIP iShares Tips Bond ETF Sold out 0.00% −0.01
DVY iShares Select Dividend ETF Sold out 0.00% −0.01
FVD First Trust Value Line DVD Sold out 0.00% −0.01
MRK Merck & Co. Inc. Reduce -6.5% 0.02% −0.01
IJH iShares Core S&P Midcap ETF Reduce -0.1% 4.70% −0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -4.8% 0.08% −0.00
TTE Totalenergies SE -Spon ADR Sold out 0.00% −0.00
LLY Eli Lilly & Co. Reduce -29.2% 0.01% −0.00
IBB iShares Biotechnology ETF Sold out 0.00% −0.00
CE Celanese Corp. Sold out 0.00% −0.00
AMD Advanced Micro Devices Sold out 0.00% −0.00
FMC FMC Corp. Sold out 0.00% −0.00
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.00
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.00
VYM Vanguard High DVD Yield ETF Reduce -11.9% 0.02% −0.00
CNP Centerpoint Energy Inc. Sold out 0.00% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.7% 0.44% −0.00
HEDJ Wisdomtree Europe Hedged Equ Reduce -1.9% 0.04% −0.00
BAX Baxter International Inc. Sold out 0.00% −0.00
TROW T Rowe Price Group Inc. Reduce -5.6% 0.07% −0.00
DGRO iShares Core Dividend Growth Reduce -4.9% 0.02% −0.00
PG The Procter & Gamble Co. Reduce -39.0% 0.00% −0.00
LUMO Lumos Pharma Inc. Sold out 0.00% −0.00
ASAN Asana Inc. Class A Sold out 0.00% −0.00
PROP Prairie Operating Co. Sold out 0.00% −0.00
ABSI Absci Corp. Sold out 0.00% −0.00
DFAU Dimensional US Core Equity M Reduce -22.2% 0.00% −0.00
EPD Enterprise Products Partners Sold out 0.00% −0.00
QUIK Quicklogic Corp. Sold out 0.00% −0.00
VUZI Vuzix Corp. Sold out 0.00% 0.00
SCHB Schwab US Broad Market ETF Reduce -1.0% 0.11% +0.00
MGC Vngrd Mrngstr MG Cap ETF-Usd Reduce -1.8% 0.15% +0.00
QQQ Invesco QQQ Trust Series 1 Reduce -2.2% 1.00% +0.02
VXF Vanguard Extended Market ETF Reduce -0.9% 2.26% +0.08

Portfolio Buys Q3 2024 → Q4 2024
VOO Vanguard S&P 500 ETF Add +498.4% 13.26% +11.09
BND Vanguard Total Bond Market Add +19.0% 11.89% +1.45
XLY SS Consumer Disc Select Sect New 0.58% +0.58
AAPL Apple Inc. Add +35.2% 0.89% +0.28
VTEB Vanguard Tax-Exempt Bond ETF Add +3.6% 9.69% +0.15
MSFT Microsoft Corp. Add +87.8% 0.29% +0.13
XLF SS Financial Select Sector Add +11.4% 0.57% +0.09
TSLA Tesla Inc. Add +466.7% 0.10% +0.09
VUG Vanguard Mrngstar GR ETF-Sui Add +5.9% 0.43% +0.05
IWF iShares Russell 1000 Growth New 0.05% +0.05
USB US Bancorp New 0.04% +0.04
CASY Casey's General Stores Inc. Add +228.1% 0.06% +0.04
IBM Intl Business Machines Corp. New 0.03% +0.03
GOOGL Alphabet Inc. Class A Add +30.1% 0.09% +0.03
ORCL Oracle Corp. Add +66.2% 0.07% +0.03
DFAS Dimensional US Small Cap ETF Add +0.6% 2.81% +0.03
IWD iShares Russell 1000 Value E Add +204.8% 0.04% +0.03
JPM JPMorgan Chase & Co. Add +244.6% 0.03% +0.02
BX Blackstone Inc. Add +335.2% 0.03% +0.02
XLRE SS Real Estate Select Sector Add +13.6% 0.52% +0.02
AMZN Amazon.com Inc. New 0.02% +0.02
KO The Coca-Cola Co. Add +934.2% 0.01% +0.01
XLU St Sr Utl SL SE SPDR ETF-Usd Add +9.3% 0.53% +0.01
HD Home Depot Inc. Add +675.0% 0.01% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +0.6% 0.64% +0.01
WFC Wells Fargo & Co. Add +7.2% 0.04% +0.01
COO The Cooper Cos Inc. New 0.01% +0.01
BA The Boeing Co. Add +46.2% 0.02% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +35.0% 0.03% +0.01
IWM iShares Russell 2000 ETF Add +28.8% 0.03% +0.01
BLK BlackRock Inc. New 0.01% +0.01
EFA iShares MSCI Eafe ETF Add +141.0% 0.01% +0.01
EEM iShares MSCI Emerging Market Add +67.1% 0.02% +0.01
INTC Intel Corp. New 0.01% +0.01
MDY State Street SPDR S&P Midcap New 0.01% +0.01
IBIT iShares Bitcoin Trust ETF Add +10.6% 0.01% +0.00
SUSA iShares ESG Optimized MSCI U Add +2.8% 0.12% +0.00
BAC Bank of America Corp. New 0.00% +0.00
DSI iShares ESG MSCI KLD 400 ETF Add +2.7% 0.11% +0.00
XOM Exxon Mobil Corp. Add +32.3% 0.02% +0.00
RSP Invesco S&P 500 Equal Weight New 0.00% +0.00
LRCX Lam Research Corp. New 0.00% +0.00
GILD Gilead Sciences Inc. New 0.00% +0.00
EVRG Evergy Inc. New 0.00% +0.00
NVDA Nvidia Corp. Add +14.3% 0.01% +0.00
JNJ Johnson & Johnson New 0.00% +0.00
ABT Abbott Laboratories Add +12.2% 0.02% +0.00
K Kellanova New 0.00% +0.00
DLR Digital Realty Trust Inc. New 0.00% +0.00
DIS The Walt Disney Co. Add +16.3% 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 223$658.5MVOO, VEA, SPY, BND, VTEB
Q1 2026 192$589.1MVOO, VEA, SPY, VTEB, BND
Q4 2025 236$592.7MVOO, VEA, SPY, VTEB, BND
Q3 2025 193$605.0MVOO, SPY, VEA, BND, VTEB
Q2 2025 207$574.7MVOO, SPY, VEA, BND, VTEB
Q1 2025 203$526.2MVOO, BND, SPY, VEA, VTEB
Q4 2024 205$518.6MVOO, SPY, BND, VEA, VTEB
Q3 2024 188$518.5MSPY, BND, VEA, VTEB, DFAE
Q2 2024 160$481.6MSPY, BND, VEA, VTEB, DFAE
Q1 2024 154$466.2MSPY, BND, VEA, VTEB, DFAE