Wood Tarver Financial Group, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Wood Tarver Financial Group, LLC reported 155 stock positions worth $361.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 13.0% of the portfolio, followed by Cap Group Short Duration (CGSD, 10.7%) and Cap Group Core Plus Income (CGCP, 7.4%). Compared with Q4 2025, it opened 8 new positions, sold out of 4, added to 57 and reduced 63. The biggest buy was Invesco Rafi US 1000 ETF (PRF, shares +545%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −10%).

Most Recent 13F
Q2 2026
Location
BOISE, ID
CIK
0002059344
Portfolio Value
$361.9M (Q1 2026)
SEC Filing
0002059344-26-000002 ↗ filed May 12, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q4 2024: $299.1M Q4 2024 Q1 2025: $307.1M Q1 2025 Q2 2025: $332.3M Q2 2025 Q3 2025: $338.9M Q3 2025 Q4 2025: $356.1M Q4 2025 Q1 2026: $361.9M $361.9M Q1 2026 Q2 2026: $423.6M Q2 2026

Holdings 155 stocks · $361.9M
VTI VG Morningstar TS MKT ETF-US 12.97% 146,291 $46.9M Reduce -9.7%
CGSD Cap Group Short Duration 10.73% 1,506,166 $38.8M Add +9.4%
CGCP Cap Group Core Plus Income 7.36% 1,191,768 $26.6M Add +7.0%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 5.60% 476,445 $20.3M Reduce -0.8%
QUAL iShares MSCI USA Quality Fac 3.72% 70,239 $13.5M Add +2.2%
PRF Invesco Rafi US 1000 ETF 3.39% 257,812 $12.3M Add +545.0%
DOCT FT Vest U.S. Equity Deep Buf 2.86% 238,486 $10.4M Reduce -8.2%
COWZ Pacer US Cash Cows 100 ETF 2.79% 161,116 $10.1M Add +5.8%
DFAS Dimensional US Small Cap ETF 2.76% 140,453 $10.0M Add +3.3%
IMCG iShares Morningstar Mid-Cap 2.33% 107,243 $8.4M Add +7.0%
VEA Vanguard Ftse Developed ETF 2.14% 121,103 $7.8M Add +16.9%
RSP Invesco S&P 500 Equal Weight 1.88% 35,356 $6.8M Add +75.8%
DMAR FT Vest US Equity Deep Buffe 1.84% 156,653 $6.6M Reduce -0.5%
GMAR FT Vest US Equity Moderate B 1.60% 138,743 $5.8M Add +0.4%
GMAY FT Vest U.S. Equity Moderate 1.53% 134,484 $5.5M Reduce -2.4%
LRCX Lam Research Corp. 1.51% 25,661 $5.5M No change
GSEP FT Vest US Equity Moderate B 1.48% 140,961 $5.4M Add +10.4%
EMXC iShares MSCI Emr MRK Ex Chna 1.46% 66,992 $5.3M Add +20.0%
DSEP FT Vest U.S. Equity Deep Buf 1.16% 95,753 $4.2M Reduce -4.9%
VCSH Vanguard S/T Corp. Bond ETF 1.11% 50,548 $4.0M Reduce -3.1%
CGGR Cap Group Growth Equity 1.00% 89,872 $3.6M Add +16.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.96% 5,338 $3.5M Reduce -3.9%
AAPL Apple Inc. 0.87% 12,388 $3.1M Reduce -2.1%
DAPR FT Vest U.S. Equity Deep Buf 0.71% 64,267 $2.6M Reduce -5.0%
DJUL FT Vest US Equity Deep Buffe 0.69% 53,671 $2.5M Reduce -9.3%
DJUN FT Vest US Equity Deep Buffe 0.69% 53,007 $2.5M Add +0.3%
PMAY Innovator U.S. Equity Power 0.67% 60,919 $2.4M Reduce -2.0%
MSFT Microsoft Corp. 0.65% 6,370 $2.4M Add +5.5%
DJAN FT Vest U.S. Equity Deep Buf 0.58% 49,244 $2.1M Add +14.7%
GJAN FT Vest US Equity Moderate B 0.58% 49,770 $2.1M Add +54.4%
GDEC FT Vest US Equity Moderate B 0.53% 51,325 $1.9M Add +151.3%
DDEC FT Vest U.S. Equity Deep Buf 0.52% 42,178 $1.9M Add +1.2%
CGCB Cap Group Core Bond 0.50% 69,373 $1.8M Add +2.7%
KJAN Innovator U.S. Small Cap Pow 0.50% 43,648 $1.8M Reduce -0.4%
DFEB FT Vest U.S. Equity Deep Buf 0.49% 37,369 $1.8M Add +3.1%
DAUG FT Vest U.S. Equity Deep Buf 0.47% 38,671 $1.7M Reduce -3.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.44% 5,507 $1.6M Reduce -24.7%
UOCT Innovator U.S. Equity Ultra 0.43% 40,576 $1.6M Reduce -1.8%
KAPR Innovator U.S. Small Cap Pow 0.42% 41,814 $1.5M Reduce -0.1%
DMAY FT Vest US Equity Deep Buffe 0.42% 33,443 $1.5M Reduce -4.7%
AMZN Amazon.com Inc. 0.41% 7,121 $1.5M Add +3.3%
USB US Bancorp 0.40% 28,041 $1.5M Add +0.1%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.36% 4,999 $1.3M Add +0.2%
GOCT FT Vest US Equity Moderate B 0.35% 33,223 $1.3M Reduce -6.4%
SPMO Invesco S&P 500 Momentum ETF 0.34% 10,964 $1.2M Add +1.5%
PG The Procter & Gamble Co. 0.34% 8,489 $1.2M Reduce -0.1%
GJUL FT Vest US Equity Moderate B 0.33% 29,532 $1.2M Add +0.1%
COST Costco Wholesale Corp. 0.32% 1,159 $1.2M Reduce -0.4%
FAUG FT Vest U.S. Equity Buffer E 0.32% 22,263 $1.2M Reduce -2.1%
NVDA Nvidia Corp. 0.31% 6,476 $1.1M Add +4.9%
SPSB SS SPDR P St C Corp. ETF 0.30% 36,533 $1.1M Reduce -1.0%
XLE SS Energy Select Sector 0.30% 17,917 $1.1M Add +0.1%
VDC Vanguard Consumer Staple ETF 0.30% 4,863 $1.1M Reduce -13.7%
FSEP FT Vest U.S. Equity Buffer E 0.30% 21,542 $1.1M Add +15.5%
DNOV FT Vest US Equity Deep Buffe 0.29% 22,088 $1.1M Reduce -1.6%
BSEP Innovator U.S. Equity Buffer 0.29% 21,526 $1.0M Reduce -0.1%
CGMU Cap Group Municipal Income 0.26% 35,321 $958K Add +12.9%
UJUN Innovator U.S. Equity Ultra 0.26% 25,684 $956K No change
BRK.B Berkshire Hathaway Inc. Class B 0.26% 1,990 $953K Reduce -1.5%
MDY State Street SPDR S&P Midcap 0.26% 1,504 $927K Reduce -0.8%
SCHD Schwab US DVD Equity ETF 0.26% 30,160 $925K Reduce -1.8%
XOM Exxon Mobil Corp. 0.24% 5,142 $872K Add +0.7%
POCT Innovator U.S. Equity Power 0.24% 20,181 $870K Reduce -0.6%
EMLP First Trust North American E 0.24% 19,793 $864K Add +10.9%
SPGP Invesco S&P 500 Garp ETF 0.23% 7,792 $838K Reduce -89.8%
KJUL Innovator U.S. Small Cap Pow 0.23% 26,012 $833K No change
GFEB FT Vest US Equity Moderate B 0.23% 19,991 $821K Reduce -0.3%
UJAN Innovator U.S. Equity Ultra 0.22% 18,984 $807K Add +6.2%
KOCT Innovator U.S. Small Cap Pow 0.22% 23,056 $782K No change
GJUN FT Vest US Equity Moderate B 0.21% 19,541 $770K Reduce -3.4%
SPLV Invesco S&P 500 Low Volatili 0.21% 10,514 $768K Reduce -16.4%
UMAR Innovator U.S. Equity Ultra 0.21% 19,097 $758K No change
PJUL Innovator U.S. Equity Power 0.21% 16,508 $758K Reduce -1.1%
MU Micron Technology Inc. 0.19% 2,075 $701K Reduce -11.4%
WMT Walmart Inc. 0.19% 5,409 $672K Reduce -0.4%
XLF SS Financial Select Sector 0.19% 13,578 $670K Add +0.2%
GAUG FT Vest US Equity Moderate B 0.18% 16,897 $654K Add +5.7%
PSEP Innovator U.S. Equity Power 0.18% 15,134 $651K Reduce -2.2%
WFC Wells Fargo & Co. 0.18% 7,971 $634K Add +2.8%
OMFL Invesco Russell 1000 DYN M/F 0.17% 10,385 $624K Reduce -6.1%
VIG Vanguard Dividend Apprec ETF 0.17% 2,890 $621K Reduce -20.4%
SDY SS SPDR S&P Dividend ETF 0.17% 4,134 $603K Reduce -2.4%
IDA Idacorp Inc. 0.17% 4,211 $602K Add +6.9%
PJAN Innovator U.S. Equity Power 0.16% 12,534 $578K Add +6.5%
PMAR Innovator U.S. Equity Power 0.16% 12,634 $563K Reduce -0.6%
PLTR Palantir Technologies Inc. Class A 0.15% 3,761 $550K Add +0.9%
XLV SS Health Care Select Sector 0.14% 3,571 $523K Reduce -1.7%
GLD SPDR Gold Shares 0.14% 1,207 $519K Add +4.7%
PID Invesco International Divide 0.14% 22,356 $497K Reduce -12.6%
GOOGL Alphabet Inc. Class A 0.14% 1,716 $493K Reduce -1.5%
GOOG Alphabet Inc. Class C 0.13% 1,687 $483K Add +4.7%
PAPR Innovator U.S. Equity Power 0.13% 11,989 $477K No change
GAPR FT Vest US Equity Moderate B 0.13% 11,609 $469K Add +4.2%
PFEB Innovator U.S. Equity Power 0.13% 11,483 $460K No change
ESGV Vanguard ESG US Stock ETF 0.12% 4,002 $449K Reduce -10.3%
USEP Innovator U.S. Equity Ultra 0.12% 11,543 $446K Reduce -11.6%
MCD McDonald's Corp. 0.12% 1,415 $439K Reduce -0.2%
QQQ Invesco QQQ Trust Series 1 0.12% 732 $422K Add +10.6%
UJUL Innovator U.S. Equity Ultra 0.12% 10,985 $420K No change
FMAY FT Vest US Equity Buffer ETF 0.11% 7,872 $415K Reduce -23.9%
AGG iShares Core U.S. Aggregate 0.11% 4,179 $414K Add +0.2%
BMAR Innovator U.S. Equity Buffer 0.11% 7,823 $410K No change
UMAY Innovator U.S. Equity Ultra 0.11% 10,926 $402K Reduce -26.0%
BJUL Innovator U.S. Equity Buffer 0.11% 7,916 $393K Reduce -0.3%
XTOC Innovator US Eqy Accel PL-Oc 0.11% 12,050 $390K No change
DTD Wisdomtree US Total Dividend 0.11% 4,488 $387K Reduce -31.1%
KSEP Inv US SML Cap P B ETF - Sep 0.10% 13,483 $380K Reduce -0.1%
CGSM Cap Group Short Muni Income 0.10% 14,343 $376K Add +0.2%
IWF iShares Russell 1000 Growth 0.10% 851 $362K No change
GNOV FT Vest US Equity Moderate B 0.10% 9,274 $361K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.10% 7,232 $360K No change
CVX Chevron Corp. 0.10% 1,739 $359K Add +6.6%
PNOV Innovator U.S. Equity Power 0.10% 8,783 $358K Reduce -0.8%
BANR Banner Corporation 0.10% 5,863 $355K No change
LLY Eli Lilly & Co. 0.10% 385 $354K Add +3.8%
ABBV Abbvie Inc. 0.10% 1,620 $352K Add +2.2%
PPTA Perpetua Resources Corp. 0.09% 11,827 $332K No change
IVV iShares Core S&P 500 ETF 0.09% 487 $318K No change
XSEP FT Vest U.S. Equity Enhance 0.08% 7,275 $304K No change
META Meta Platforms Inc. Class A 0.08% 530 $303K Add +5.8%
SMAY FT Vest U.S. Small Cap Moder 0.08% 11,518 $303K Reduce -0.4%
UDEC Innovator U.S. Equity Ultra 0.08% 7,825 $303K Reduce -13.8%
PDEC Innovator U.S. Equity Power 0.08% 6,945 $295K Reduce -7.0%
JNJ Johnson & Johnson 0.08% 1,188 $290K Add +3.4%
KO The Coca-Cola Co. 0.08% 3,801 $289K No change
FVAL Fidelity Value Factor ETF 0.08% 4,084 $283K No change
SAUG FT Vest US Small Cap Moderat 0.08% 10,689 $275K No change
AAAU Goldman Sachs Physical Gold 0.08% 5,936 $274K Reduce -5.2%
TSLA Tesla Inc. 0.07% 729 $271K Reduce -7.4%
RTX RTX Corp. 0.07% 1,387 $267K Add +0.2%
ORCL Oracle Corp. 0.07% 1,776 $261K Add +1.9%
VDE Vanguard Energy ETF 0.07% 1,483 $256K New
SUSA iShares ESG Optimized MSCI U 0.07% 1,912 $252K Add +0.1%
MRK Merck & Co. Inc. 0.07% 2,092 $251K No change
FOCT FT Vest U.S. Equity Buffer E 0.07% 5,246 $250K No change
PEP Pepsico Inc. 0.07% 1,613 $250K Add +6.5%
FNOV FT Vest US Equity Buffer ETF 0.07% 4,670 $249K No change
LNC Lincoln National Corp. 0.07% 6,758 $239K No change
SCHW Schwab (charles) Corp. 0.07% 2,539 $238K Add +0.1%
SO The Southern Co. 0.07% 2,474 $238K Add +0.0%
FTLS First Trust Long/Short Eqty 0.07% 3,372 $237K Reduce -1.7%
HD Home Depot Inc. 0.06% 716 $235K Add +0.1%
UAUG Innovator U.S. Equity Ultra 0.06% 5,727 $225K Reduce -17.5%
PAYX Paychex Inc. 0.06% 2,448 $225K Reduce -2.9%
INTC Intel Corp. 0.06% 5,082 $224K New
CAT Caterpillar Inc. 0.06% 313 $221K New
BJAN Innovator U.S. Equity Buffer 0.06% 4,026 $214K No change
FELG Fidelity Enh LRG Cap GWTH 0.06% 5,707 $213K No change
FAPR FT Vest U.S. Equity Buffer E 0.06% 4,765 $213K New
GEV GE Vernova Inc. 0.06% 240 $209K New
XTJL Inn US Eq Accel Plus July 0.06% 5,467 $209K New
MTUM iShares MSCI USA Momentum Fa 0.06% 851 $204K No change
NJR New Jersey Resources Corp. 0.06% 3,722 $204K New
FJUN FT Vest US Equity Buff ETF-J 0.06% 3,573 $201K Reduce -3.9%
ETN Eaton Corp. PLC 0.06% 562 $201K New

Portfolio Sells Q4 2025 → Q1 2026
VTI VG Morningstar TS MKT ETF-US Reduce -9.7% 12.97% −2.28
SPGP Invesco S&P 500 Garp ETF Reduce -89.8% 0.23% −2.21
DOCT FT Vest U.S. Equity Deep Buf Reduce -8.2% 2.86% −0.37
CGDV Cap Group Dividend Value Reduce -0.8% 5.60% −0.28
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -24.7% 0.44% −0.16
DSEP FT Vest U.S. Equity Deep Buf Reduce -4.9% 1.16% −0.11
SPY SS SPDR S&P 500 ETF Trust-US Reduce -3.9% 0.96% −0.10
AAPL Apple Inc. Reduce -2.1% 0.87% −0.10
DJUL FT Vest US Equity Deep Buffe Reduce -9.3% 0.69% −0.10
GMAY FT Vest U.S. Equity Moderate Reduce -2.4% 1.53% −0.07
SCHF Schwab Intl Equity ETF Sold out 0.00% −0.07
VNQ Vanguard Real Estate ETF Sold out 0.00% −0.06
VCSH Vanguard S/T Corp. Bond ETF Reduce -3.1% 1.11% −0.06
DWX State Street SPDR S&P Intern Sold out 0.00% −0.06
AIEQ Amplify AI Powered Eqty ETF Sold out 0.00% −0.06
VIG Vanguard Dividend Apprec ETF Reduce -20.4% 0.17% −0.05
DTD Wisdomtree US Total Dividend Reduce -31.1% 0.11% −0.05
DAPR FT Vest U.S. Equity Deep Buf Reduce -5.0% 0.71% −0.04
FMAY FT Vest US Equity Buffer ETF Reduce -23.9% 0.11% −0.04
UMAY Innovator U.S. Equity Ultra Reduce -26.0% 0.11% −0.04
SPLV Invesco S&P 500 Low Volatili Reduce -16.4% 0.21% −0.04
GOCT FT Vest US Equity Moderate B Reduce -6.4% 0.35% −0.04
DAUG FT Vest U.S. Equity Deep Buf Reduce -3.3% 0.47% −0.03
VDC Vanguard Consumer Staple ETF Reduce -13.7% 0.30% −0.03
DMAY FT Vest US Equity Deep Buffe Reduce -4.7% 0.42% −0.03
ESGV Vanguard ESG US Stock ETF Reduce -10.3% 0.12% −0.03
UOCT Innovator U.S. Equity Ultra Reduce -1.8% 0.43% −0.02
TSLA Tesla Inc. Reduce -7.4% 0.07% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.5% 0.26% −0.02
USEP Innovator U.S. Equity Ultra Reduce -11.6% 0.12% −0.02
PID Invesco International Divide Reduce -12.6% 0.14% −0.02
FAUG FT Vest U.S. Equity Buffer E Reduce -2.1% 0.32% −0.02
PMAY Innovator U.S. Equity Power Reduce -2.0% 0.67% −0.02
OMFL Invesco Russell 1000 DYN M/F Reduce -6.1% 0.17% −0.02
UDEC Innovator U.S. Equity Ultra Reduce -13.8% 0.08% −0.02
PAYX Paychex Inc. Reduce -2.9% 0.06% −0.02
GOOGL Alphabet Inc. Class A Reduce -1.5% 0.14% −0.02
UAUG Innovator U.S. Equity Ultra Reduce -17.5% 0.06% −0.02
DNOV FT Vest US Equity Deep Buffe Reduce -1.6% 0.29% −0.02
XLV SS Health Care Select Sector Reduce -1.7% 0.14% −0.01
GJUN FT Vest US Equity Moderate B Reduce -3.4% 0.21% −0.01
BSEP Innovator U.S. Equity Buffer Reduce -0.1% 0.29% −0.01
PSEP Innovator U.S. Equity Power Reduce -2.2% 0.18% −0.01
POCT Innovator U.S. Equity Power Reduce -0.6% 0.24% −0.01
PDEC Innovator U.S. Equity Power Reduce -7.0% 0.08% −0.01
SPSB SS SPDR P St C Corp. ETF Reduce -1.0% 0.30% −0.01
PJUL Innovator U.S. Equity Power Reduce -1.1% 0.21% −0.01
GFEB FT Vest US Equity Moderate B Reduce -0.3% 0.23% −0.01
DMAR FT Vest US Equity Deep Buffe Reduce -0.5% 1.84% −0.01
KJAN Innovator U.S. Small Cap Pow Reduce -0.4% 0.50% −0.01

Portfolio Buys Q4 2025 → Q1 2026
PRF Invesco Rafi US 1000 ETF Add +545.0% 3.39% +2.86
RSP Invesco S&P 500 Equal Weight Add +75.8% 1.88% +0.79
CGSD Cap Group Short Duration Add +9.4% 10.73% +0.68
VEA Vanguard Ftse Developed ETF Add +16.9% 2.14% +0.33
EMXC iShares MSCI Emr MRK Ex Chna Add +20.0% 1.46% +0.32
GDEC FT Vest US Equity Moderate B Add +151.3% 0.53% +0.31
CGCP Cap Group Core Plus Income Add +7.0% 7.36% +0.28
COWZ Pacer US Cash Cows 100 ETF Add +5.8% 2.79% +0.21
GJAN FT Vest US Equity Moderate B Add +54.4% 0.58% +0.19
DFAS Dimensional US Small Cap ETF Add +3.3% 2.76% +0.10
GSEP FT Vest US Equity Moderate B Add +10.4% 1.48% +0.10
IMCG iShares Morningstar Mid-Cap Add +7.0% 2.33% +0.09
XLE SS Energy Select Sector Add +0.1% 0.30% +0.08
VDE Vanguard Energy ETF New 0.07% +0.07
XOM Exxon Mobil Corp. Add +0.7% 0.24% +0.07
INTC Intel Corp. New 0.06% +0.06
CAT Caterpillar Inc. New 0.06% +0.06
FAPR FT Vest U.S. Equity Buffer E New 0.06% +0.06
GEV GE Vernova Inc. New 0.06% +0.06
XTJL Inn US Eq Accel Plus July New 0.06% +0.06
NJR New Jersey Resources Corp. New 0.06% +0.06
ETN Eaton Corp. PLC New 0.06% +0.06
DJAN FT Vest U.S. Equity Deep Buf Add +14.7% 0.58% +0.06
EMLP First Trust North American E Add +10.9% 0.24% +0.05
CGGR Cap Group Growth Equity Add +16.7% 1.00% +0.04
FSEP FT Vest U.S. Equity Buffer E Add +15.5% 0.30% +0.03
CVX Chevron Corp. Add +6.6% 0.10% +0.03
IDA Idacorp Inc. Add +6.9% 0.17% +0.03
CGMU Cap Group Municipal Income Add +12.9% 0.26% +0.02
GLD SPDR Gold Shares Add +4.7% 0.14% +0.02
JNJ Johnson & Johnson Add +3.4% 0.08% +0.01
GMAR FT Vest US Equity Moderate B Add +0.4% 1.60% +0.01
PEP Pepsico Inc. Add +6.5% 0.07% +0.01
UJAN Innovator U.S. Equity Ultra Add +6.2% 0.22% +0.01
SO The Southern Co. Add +0.0% 0.07% +0.01
GAPR FT Vest US Equity Moderate B Add +4.2% 0.13% +0.00
GAUG FT Vest US Equity Moderate B Add +5.7% 0.18% +0.00
PJAN Innovator U.S. Equity Power Add +6.5% 0.16% +0.00
DFEB FT Vest U.S. Equity Deep Buf Add +3.1% 0.49% +0.00
RTX RTX Corp. Add +0.2% 0.07% +0.00
QQQ Invesco QQQ Trust Series 1 Add +10.6% 0.12% +0.00
CGCB Cap Group Core Bond Add +2.7% 0.50% +0.00
CGSM Cap Group Short Muni Income Add +0.2% 0.10% −0.00
AGG iShares Core U.S. Aggregate Add +0.2% 0.11% −0.00
HD Home Depot Inc. Add +0.1% 0.06% −0.00
ABBV Abbvie Inc. Add +2.2% 0.10% −0.00
SUSA iShares ESG Optimized MSCI U Add +0.1% 0.07% −0.01
SCHW Schwab (charles) Corp. Add +0.1% 0.07% −0.01
GOOG Alphabet Inc. Class C Add +4.7% 0.13% −0.01
META Meta Platforms Inc. Class A Add +5.8% 0.08% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 165$423.6MVTI, CGSD, CGCP, CGDV, QUAL
Q1 2026 155$361.9MVTI, CGSD, CGCP, CGDV, QUAL
Q4 2025 151$356.1MVTI, CGSD, CGCP, CGDV, QUAL
Q3 2025 151$338.9MVTI, CGCP, CGDV, VCSH, QUAL
Q2 2025 700$332.3MVTI, CGCP, CGDV, VCSH, DOCT
Q1 2025 700$307.1MVTI, CGCP, DAUG, VCSH, CGDV
Q4 2024 792$299.1MVTI, CGCP, DAUG, VCSH, CGDV