White Lighthouse Investment Management Inc.

Name: White Lighthouse Investment Management Inc. 13F holdings, Q1 2026
Creator: White Lighthouse Investment Management Inc.
Published: 2026-05-15

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

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), White Lighthouse Investment Management Inc. reported 145 stock positions worth $720.8 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 15.0% of the portfolio, followed by iShares 0-1 Year Treasury Bo (SHV, 8.0%) and Vanguard High DVD Yield ETF (VYM, 7.9%). Compared with Q4 2025, it opened 4 new positions, sold out of 9, added to 77 and reduced 52. The biggest buy was Schwab US DVD Equity ETF (SCHD, shares +265%) and the biggest sale Vanguard High DVD Yield ETF (VYM, shares −19%).

Most Recent 13F: Q2 2026
Location: BEDFORD, MA
CIK: 0001727593
Portfolio Value: $720.8M (Q1 2026)
SEC Filing: 0001727593-26-000006 ↗ filed May 15, 2026

Holdings Value

Holdings 145 stocks · $720.8M


VUG Vanguard Mrngstar GR ETF-Sui	15.03%	248,021	$108.3M	Add +3.3%
SHV iShares 0-1 Year Treasury Bo	7.96%	519,501	$57.3M	Add +10.0%
VYM Vanguard High DVD Yield ETF	7.87%	383,007	$56.7M	Reduce -18.8%
VXUS Vanguard Total Intl Stock	6.89%	643,659	$49.6M	Add +8.4%
VCSH Vanguard S/T Corp. Bond ETF	4.22%	383,662	$30.4M	Add +4.8%
BND Vanguard Total Bond Market	3.92%	383,389	$28.2M	Add +3.3%
VTV Vanguard Mrngstr Val ETF-Aui	3.57%	131,200	$25.7M	Reduce -0.1%
VGT Vanguard Info Tech ETF	3.13%	32,386	$22.6M	Reduce -0.9%
SCHD Schwab US DVD Equity ETF	2.91%	684,743	$21.0M	Add +264.9%
IAU iShares Gold Trust	2.37%	193,568	$17.1M	Reduce -6.3%
IXUS iShares Core Intl Stock ETF	2.23%	185,764	$16.1M	Reduce -1.0%
VCIT Vanguard Int-Term Corporate	2.21%	192,316	$15.9M	Reduce -4.1%
IGM iShares Expanded Tech Sector	2.03%	123,424	$14.6M	Add +8.3%
VIG Vanguard Dividend Apprec ETF	1.56%	52,339	$11.3M	Reduce -0.5%
VOO Vanguard S&P 500 ETF	1.56%	18,812	$11.2M	Add +0.9%
DVY iShares Select Dividend ETF	1.48%	70,643	$10.7M	Add +0.3%
IWF iShares Russell 1000 Growth	1.33%	22,484	$9.6M	Reduce -0.8%
BSV Vanguard Short-Term Bond ETF	1.31%	120,379	$9.4M	Add +2.4%
VTIP Vanguard Short-Term Tips	1.18%	169,803	$8.5M	Add +28.7%
VBR Vngrd Mrngst SL-CP Val ETF-U	1.11%	36,970	$8.0M	Add +2.8%
BIL SS SPDR BB 1-3M T-Bill ETF	0.99%	78,013	$7.1M	Reduce -1.8%
VB Vanguard Most SM-Cap ETF-Usd	0.98%	26,925	$7.1M	Add +9.5%
VHT Vanguard Health Care ETF	0.93%	24,741	$6.7M	Add +1.1%
QQQ Invesco QQQ Trust Series 1	0.78%	9,741	$5.6M	Add +4.9%
AAPL Apple Inc.	0.78%	22,137	$5.6M	Reduce -6.1%
VSGX Vanguard ESG Intl Stock ETF	0.78%	77,992	$5.6M	Add +0.8%
VNQ Vanguard Real Estate ETF	0.73%	59,363	$5.3M	Reduce -0.6%
ESGV Vanguard ESG US Stock ETF	0.73%	46,625	$5.2M	Add +2.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.71%	17,758	$5.1M	Add +4.2%
VGSH Vanguard Short-Term Treasury	0.64%	79,357	$4.6M	Add +6.7%
VTI VG Morningstar TS MKT ETF-US	0.61%	13,698	$4.4M	Add +2.8%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	0.55%	85,101	$3.9M	Reduce -0.3%
BIV Vanguard Intermediate-Term B	0.53%	49,303	$3.8M	Reduce -0.9%
VPU Vanguard Utilities ETF	0.51%	18,724	$3.7M	Add +0.3%
GOOG Alphabet Inc. Class C	0.49%	12,349	$3.5M	Add +199.0%
VOE Vngrd Mrngstr MD-Cap Val ETF	0.48%	18,818	$3.5M	Add +1.6%
VOT Vngrd Mrngstr MC GRW ETF-Usd	0.47%	13,213	$3.4M	Add +4.0%
MSFT Microsoft Corp.	0.46%	8,884	$3.3M	Add +0.9%
AZN Astrazeneca PLC-Spons ADR	0.42%	15,213	$3.0M	Add +0.2%
GLD SPDR Gold Shares	0.41%	6,883	$3.0M	Reduce -3.0%
SPY SS SPDR S&P 500 ETF Trust-US	0.39%	4,342	$2.8M	Add +5.5%
GOOGL Alphabet Inc. Class A	0.38%	9,628	$2.8M	Reduce -4.9%
MUB iShares National Muni Bond E	0.37%	25,080	$2.7M	Add +4.1%
VWO Vanguard Ftse Emerging Marke	0.37%	48,999	$2.6M	Reduce -3.7%
SCHP Schwab U.S. Tips ETF	0.36%	96,957	$2.6M	Add +3.7%
ESGU iShares ESG Aware MSCI USA	0.34%	17,193	$2.4M	Add +0.3%
AMZN Amazon.com Inc.	0.31%	10,836	$2.3M	Reduce -8.6%
BRK.B Berkshire Hathaway Inc. Class B	0.28%	4,282	$2.1M	Reduce -17.1%
VGK Vanguard Ftse Europe ETF	0.28%	24,218	$2.0M	Add +0.3%
IUSG iShares Core S&P U.S. Growth	0.27%	12,322	$1.9M	Reduce -1.3%
IJT iShares S&P Small-Cap 600 GR	0.26%	12,888	$1.9M	Add +0.5%
PM Philip Morris International	0.26%	11,182	$1.8M	Reduce -1.3%
WMT Walmart Inc.	0.24%	14,013	$1.7M	Reduce -8.1%
CAT Caterpillar Inc.	0.24%	2,449	$1.7M	Reduce -0.9%
ESGD iShares Trust iShares ESG Aw	0.23%	17,529	$1.7M	Add +0.4%
VCLT Vanguard Long-Term Corp. Bond	0.23%	21,722	$1.6M	Reduce -61.7%
VEU Vanguard Ftse All-World Ex-U	0.22%	21,387	$1.6M	Reduce -0.2%
DSI iShares ESG MSCI KLD 400 ETF	0.22%	12,942	$1.6M	Add +1.2%
VEA Vanguard Ftse Developed ETF	0.22%	24,456	$1.6M	Reduce -6.5%
IBB iShares Biotechnology ETF	0.22%	9,275	$1.6M	Add +0.0%
VOX Vanguard Communication Servi	0.22%	8,687	$1.6M	Reduce -2.1%
VCR Vanguard Consumer Discre ETF	0.22%	4,328	$1.6M	Reduce -1.9%
JNJ Johnson & Johnson	0.21%	6,340	$1.5M	Add +0.3%
IXJ iShares Global Healthcare Et	0.21%	16,275	$1.5M	No change
IVV iShares Core S&P 500 ETF	0.20%	2,172	$1.4M	Reduce -0.1%
XLK SS Technology Select Sector	0.19%	10,494	$1.4M	Reduce -20.8%
SGOL Abrdn Physical Gold Shares	0.19%	30,865	$1.4M	Reduce -10.8%
SUB iShares Short-Term National	0.19%	12,636	$1.3M	No change
JNK SS SPDR BB High Yield Bond	0.19%	13,965	$1.3M	Add +3.2%
VWOB Vanguard Emerg MKTS Gov BND	0.17%	19,190	$1.3M	Add +1.2%
EMB iShares JP Morgan Usd Emergi	0.17%	13,042	$1.2M	Add +64.1%
VTEB Vanguard Tax-Exempt Bond ETF	0.17%	24,058	$1.2M	Reduce -0.8%
AMGN Amgen Inc.	0.16%	3,333	$1.2M	Reduce -6.6%
LLY Eli Lilly & Co.	0.15%	1,166	$1.1M	New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.14%	13,119	$1.0M	Add +108.4%
SUSC iShares ESG Aware Usd Corpor	0.14%	44,588	$1.0M	Add +2.2%
ICF iShares Select U.S. REIT ETF	0.13%	15,444	$956K	Reduce -3.7%
IGSB iShares 1-5Y Inv Grade Corp.	0.13%	17,750	$933K	Add +0.9%
SO The Southern Co.	0.13%	9,605	$927K	Reduce -1.8%
NVDA Nvidia Corp.	0.13%	5,221	$911K	Add +8.5%
NULG Nuveen ESG LRG-Cap GRW ETF	0.12%	9,787	$890K	Reduce -6.6%
IJR iShares Core S&P Small-Cap E	0.12%	6,953	$864K	Add +2.7%
VFH Vanguard Financials ETF	0.12%	7,138	$862K	Add +1.8%
QUAL iShares MSCI USA Quality Fac	0.12%	4,474	$858K	Add +6.0%
SOXX iShares Semiconductor ETF	0.12%	2,554	$839K	Reduce -1.1%
GDX Vaneck Gold Miners ETF	0.12%	9,076	$833K	Reduce -4.9%
JPM JPMorgan Chase & Co.	0.11%	2,707	$796K	Reduce -26.3%
PG The Procter & Gamble Co.	0.11%	5,327	$769K	Add +0.4%
MAR Marriott International Class A	0.11%	2,335	$764K	No change
ESGE iShares Inc. iShares ESG Awar	0.10%	15,967	$726K	Reduce -3.3%
NUSC Nuveen ESG Small-Cap ETF	0.10%	15,990	$721K	Add +0.3%
MGK Vngrd Mrgstr MG CP GR ETF-Ui	0.09%	1,763	$648K	No change
GLOBAL X MSCI GREECE ETF	0.09%	9,970	$637K	No change
MO Altria Group Inc.	0.08%	9,202	$607K	Add +0.1%
EFA iShares MSCI Eafe ETF	0.08%	6,058	$588K	Add +16.4%
EW Edwards Lifesciences Corp.	0.08%	7,107	$569K	No change
VPL Vanguard Ftse Pacific ETF	0.08%	5,789	$566K	No change
NLY Annaly Capital Management Inc.	0.08%	26,722	$565K	Add +2.5%
SCHG Schwab US Large-Cap Growth	0.08%	19,300	$562K	Add +31.5%
XOM Exxon Mobil Corp.	0.08%	3,273	$555K	Add +2.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.07%	1,784	$533K	Add +0.1%
BNDX Vanguard Total Intl Bond ETF	0.07%	11,059	$531K	Add +10.1%
BTI British American Tob-SP ADR	0.07%	9,084	$531K	Add +1.9%
CSCO Cisco Systems Inc.	0.07%	6,672	$518K	Add +1.0%
MRK Merck & Co. Inc.	0.07%	4,242	$510K	Reduce -13.4%
AVGO Broadcom Inc.	0.07%	1,615	$500K	Reduce -5.2%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV	0.07%	366	$483K	Add +0.3%
AGG iShares Core U.S. Aggregate	0.06%	4,604	$457K	Add +43.3%
UNH Unitedhealth Group Inc.	0.06%	1,686	$456K	Reduce -7.2%
ICLN iShares Global Clean Energy	0.06%	23,082	$422K	Add +1.5%
VCEB Vanguard ESG US Corp. Bond	0.05%	6,288	$395K	Add +10.8%
MTUM iShares MSCI USA Momentum Fa	0.05%	1,633	$392K	No change
XLV SS Health Care Select Sector	0.05%	2,557	$375K	Add +0.2%
AFRM Affirm Holdings Inc.	0.05%	8,084	$370K	Add +13.7%
ICSH iShares Ultra Short Duration	0.05%	7,000	$354K	No change
LMT Lockheed Martin Corp.	0.05%	569	$344K	Add +0.9%
VONG Vanguard Russell 1000 Growth	0.05%	3,115	$342K	No change
SCHC Schwab Intl Small-Cap Equity	0.05%	7,186	$336K	Reduce -0.4%
HD Home Depot Inc.	0.05%	1,012	$333K	Reduce -0.3%
IWP iShares Russell Mid-Cap Grow	0.05%	2,557	$328K	Reduce -26.1%
CVX Chevron Corp.	0.05%	1,575	$326K	Reduce -5.9%
IEMG iShares Core MSCI Emerging	0.05%	4,663	$325K	Add +32.4%
PEP Pepsico Inc.	0.04%	1,905	$296K	Add +1.4%
VBK Van Morst SML-Cap Gro-Usd Inc.	0.04%	970	$293K	Add +12.0%
COST Costco Wholesale Corp.	0.04%	291	$290K	Add +0.7%
SCHF Schwab Intl Equity ETF	0.04%	11,589	$287K	Add +28.8%
MDT Medtronic PLC	0.04%	3,209	$278K	Add +1.7%
IWM iShares Russell 2000 ETF	0.04%	1,107	$275K	New
UNP Union Pacific Corp.	0.04%	1,107	$269K	Reduce -6.3%
SPYG SS SPDR P S&P 500 Growth ETF	0.04%	2,698	$264K	Add +1.5%
BLV Vanguard Long-Term Bond ETF	0.04%	3,822	$263K	Reduce -59.6%
DE Deere & Co.	0.04%	465	$262K	No change
XLE SS Energy Select Sector	0.04%	4,260	$261K	New
SPGI S&P Global Inc.	0.04%	600	$255K	Reduce -2.1%
XLF SS Financial Select Sector	0.03%	4,903	$242K	Add +1.6%
VYMI Vanguard Int High DVD YLD Inc.	0.03%	2,493	$235K	Add +2.1%
PDBC Invesco Optimum Yield Divers	0.03%	13,485	$234K	Reduce -0.1%
XLC SS Comm Select Sector SPDR	0.03%	2,096	$232K	No change
ISRG Intuitive Surgical Inc.	0.03%	468	$216K	Reduce -1.1%
GLW Corning Inc.	0.03%	1,576	$214K	New
SPYV SS SPDR P S&P 500 Value ETF	0.03%	3,780	$214K	Add +0.2%
SHE SS SPDR MSCI U Gend Div ETF	0.03%	1,660	$212K	Add +0.1%
KBWB Invesco KBW Bank ETF	0.03%	2,619	$207K	Add +0.1%
SCHO Schwab Short-Term US Treas	0.03%	8,510	$207K	Add +3.0%
PANW Palo Alto Networks Inc.	0.03%	1,282	$206K	Reduce -5.0%

Portfolio Sells Q4 2025 → Q1 2026


VYM Vanguard High DVD Yield ETF	Reduce -18.8%	7.87%	−1.58
VCLT Vanguard Long-Term Corp. Bond	Reduce -61.7%	0.23%	−0.38
VGT Vanguard Info Tech ETF	Reduce -0.9%	3.13%	−0.30
IWF iShares Russell 1000 Growth	Reduce -0.8%	1.33%	−0.17
VCIT Vanguard Int-Term Corporate	Reduce -4.1%	2.21%	−0.14
AAPL Apple Inc.	Reduce -6.1%	0.78%	−0.12
BRK.B Berkshire Hathaway Inc. Class B	Reduce -17.1%	0.28%	−0.08
XLK SS Technology Select Sector	Reduce -20.8%	0.19%	−0.07
AMZN Amazon.com Inc.	Reduce -8.6%	0.31%	−0.07
GOOGL Alphabet Inc. Class A	Reduce -4.9%	0.38%	−0.06
BLV Vanguard Long-Term Bond ETF	Reduce -59.6%	0.04%	−0.06
JPM JPMorgan Chase & Co.	Reduce -26.3%	0.11%	−0.05
PYLD PIMCO Multisector Bond Actv	Sold out	0.00%	−0.05
VIG Vanguard Dividend Apprec ETF	Reduce -0.5%	1.56%	−0.05
TSM Taiwan Semiconductor-SP ADR	Sold out	0.00%	−0.05
SUSA iShares ESG Optimized MSCI U	Sold out	0.00%	−0.04
V Visa Inc. Class A	Sold out	0.00%	−0.03
ORCL Oracle Corp.	Sold out	0.00%	−0.03
GSLC Goldman Activebeta US LC ETF	Sold out	0.00%	−0.03
RING iShares MSCI Global Gold Min	Sold out	0.00%	−0.03
BN Brookfield Corp.	Sold out	0.00%	−0.03
QCOM Qualcomm Inc.	Sold out	0.00%	−0.03
IUSG iShares Core S&P U.S. Growth	Reduce -1.3%	0.27%	−0.03
VCR Vanguard Consumer Discre ETF	Reduce -1.9%	0.22%	−0.03
VOX Vanguard Communication Servi	Reduce -2.1%	0.22%	−0.02
BIL SS SPDR BB 1-3M T-Bill ETF	Reduce -1.8%	0.99%	−0.02
IWP iShares Russell Mid-Cap Grow	Reduce -26.1%	0.05%	−0.02
UNH Unitedhealth Group Inc.	Reduce -7.2%	0.06%	−0.02
NULG Nuveen ESG LRG-Cap GRW ETF	Reduce -6.6%	0.12%	−0.02
VWO Vanguard Ftse Emerging Marke	Reduce -3.7%	0.37%	−0.01
AVGO Broadcom Inc.	Reduce -5.2%	0.07%	−0.01
BIV Vanguard Intermediate-Term B	Reduce -0.9%	0.53%	−0.01
IVV iShares Core S&P 500 ETF	Reduce -0.1%	0.20%	−0.01
VEA Vanguard Ftse Developed ETF	Reduce -6.5%	0.22%	−0.01
SPGI S&P Global Inc.	Reduce -2.1%	0.04%	−0.01
IUSB Ishr CR Unvrse Usd BD ETF-Ui	Reduce -0.3%	0.55%	−0.01
ISRG Intuitive Surgical Inc.	Reduce -1.1%	0.03%	−0.01
VNQ Vanguard Real Estate ETF	Reduce -0.6%	0.73%	−0.01
SGOL Abrdn Physical Gold Shares	Reduce -10.8%	0.19%	−0.01
PANW Palo Alto Networks Inc.	Reduce -5.0%	0.03%	−0.01
VTEB Vanguard Tax-Exempt Bond ETF	Reduce -0.8%	0.17%	−0.00
HD Home Depot Inc.	Reduce -0.3%	0.05%	−0.00
MRK Merck & Co. Inc.	Reduce -13.4%	0.07%	−0.00
ESGE iShares Inc. iShares ESG Awar	Reduce -3.3%	0.10%	−0.00
ICF iShares Select U.S. REIT ETF	Reduce -3.7%	0.13%	−0.00
UNP Union Pacific Corp.	Reduce -6.3%	0.04%	−0.00
AMGN Amgen Inc.	Reduce -6.6%	0.16%	−0.00
SCHC Schwab Intl Small-Cap Equity	Reduce -0.4%	0.05%	+0.00
GDX Vaneck Gold Miners ETF	Reduce -4.9%	0.12%	+0.00
PM Philip Morris International	Reduce -1.3%	0.26%	+0.00

Portfolio Buys Q4 2025 → Q1 2026


SCHD Schwab US DVD Equity ETF	Add +264.9%	2.91%	+2.20
SHV iShares 0-1 Year Treasury Bo	Add +10.0%	7.96%	+0.69
VXUS Vanguard Total Intl Stock	Add +8.4%	6.89%	+0.64
GOOG Alphabet Inc. Class C	Add +199.0%	0.49%	+0.31
VTIP Vanguard Short-Term Tips	Add +28.7%	1.18%	+0.27
LLY Eli Lilly & Co.	New	0.15%	+0.15
VCSH Vanguard S/T Corp. Bond ETF	Add +4.8%	4.22%	+0.15
DVY iShares Select Dividend ETF	Add +0.3%	1.48%	+0.10
VB Vanguard Most SM-Cap ETF-Usd	Add +9.5%	0.98%	+0.09
BND Vanguard Total Bond Market	Add +3.3%	3.92%	+0.08
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	Add +108.4%	0.14%	+0.07
EMB iShares JP Morgan Usd Emergi	Add +64.1%	0.17%	+0.06
VBR Vngrd Mrngst SL-CP Val ETF-U	Add +2.8%	1.11%	+0.05
IWM iShares Russell 2000 ETF	New	0.04%	+0.04
XLE SS Energy Select Sector	New	0.04%	+0.04
VGSH Vanguard Short-Term Treasury	Add +6.7%	0.64%	+0.03
VPU Vanguard Utilities ETF	Add +0.3%	0.51%	+0.03
JNJ Johnson & Johnson	Add +0.3%	0.21%	+0.03
GLW Corning Inc.	New	0.03%	+0.03
AZN Astrazeneca PLC-Spons ADR	Add +0.2%	0.42%	+0.03
XOM Exxon Mobil Corp.	Add +2.6%	0.08%	+0.02
VOE Vngrd Mrngstr MD-Cap Val ETF	Add +1.6%	0.48%	+0.02
AGG iShares Core U.S. Aggregate	Add +43.3%	0.06%	+0.02
BSV Vanguard Short-Term Bond ETF	Add +2.4%	1.31%	+0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +4.2%	0.71%	+0.02
ASML ASML Holding NV-NY Reg SHS	Add +0.3%	0.07%	+0.01
SCHP Schwab U.S. Tips ETF	Add +3.7%	0.36%	+0.01
IEMG iShares Core MSCI Emerging	Add +32.4%	0.05%	+0.01
EFA iShares MSCI Eafe ETF	Add +16.4%	0.08%	+0.01
SCHG Schwab US Large-Cap Growth	Add +31.5%	0.08%	+0.01
MO Altria Group Inc.	Add +0.1%	0.08%	+0.01
LMT Lockheed Martin Corp.	Add +0.9%	0.05%	+0.01
SCHF Schwab Intl Equity ETF	Add +28.8%	0.04%	+0.01
MUB iShares National Muni Bond E	Add +4.1%	0.37%	+0.01
ICLN iShares Global Clean Energy	Add +1.5%	0.06%	+0.01
IJR iShares Core S&P Small-Cap E	Add +2.7%	0.12%	+0.01
IJT iShares S&P Small-Cap 600 GR	Add +0.5%	0.26%	+0.01
BNDX Vanguard Total Intl Bond ETF	Add +10.1%	0.07%	+0.01
COST Costco Wholesale Corp.	Add +0.7%	0.04%	+0.01
VCEB Vanguard ESG US Corp. Bond	Add +10.8%	0.05%	+0.00
VBK Van Morst SML-Cap Gro-Usd Inc.	Add +12.0%	0.04%	+0.00
PEP Pepsico Inc.	Add +1.4%	0.04%	+0.00
BTI British American Tob-SP ADR	Add +1.9%	0.07%	+0.00
VSGX Vanguard ESG Intl Stock ETF	Add +0.8%	0.78%	+0.00
QUAL iShares MSCI USA Quality Fac	Add +6.0%	0.12%	+0.00
VYMI Vanguard Int High DVD YLD Inc.	Add +2.1%	0.03%	+0.00
JNK SS SPDR BB High Yield Bond	Add +3.2%	0.19%	+0.00
NVDA Nvidia Corp.	Add +8.5%	0.13%	+0.00
CSCO Cisco Systems Inc.	Add +1.0%	0.07%	+0.00
SUSC iShares ESG Aware Usd Corpor	Add +2.2%	0.14%	+0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	151	$802.3M	VUG, SHV, VXUS, VYM, VCSH
Q1 2026	145	$720.8M	VUG, SHV, VYM, VXUS, VCSH
Q4 2025	150	$716.4M	VUG, VYM, SHV, VXUS, VCSH
Q3 2025	139	$656.0M	VUG, VYM, VXUS, SHV, VCSH
Q2 2025	138	$614.8M	VUG, VYM, VXUS, SHV, VCSH
Q1 2025	133	$560.0M	VUG, VYM, VXUS, SHV, VCSH
Q4 2024	133	$569.2M	VUG, VYM, VXUS, SHV, VCSH
Q3 2024	131	$557.4M	VUG, VYM, VXUS, VCSH, SHV
Q2 2024	121	$518.3M	VUG, VYM, VXUS, VCSH, VGT
Q1 2024	120	$492.3M	VUG, VYM, VXUS, VCSH, VGT