WoodTrust Financial Corp

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), WoodTrust Financial Corp reported 177 stock positions worth $710.8 million. Its top holding was iShares MSCI Eafe ETF (EFA) at 9.5% of the portfolio, followed by Vngrd Mrngstr MC GRW ETF-Usd (VOT, 3.9%) and Vngrd Mrngstr MD-Cap Val ETF (VOE, 3.9%). Compared with Q3 2024, it opened 9 new positions, sold out of 17, added to 63 and reduced 54. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +176%) and the biggest sale an exit from SS Health Care Select Sector (XLV).

Most Recent 13F
Q2 2026
Location
WISCONSIN RAPIDS, WI
CIK
0001725247
Portfolio Value
$710.8M (Q4 2024)
SEC Filing
0001725247-25-000001 ↗ filed Feb 6, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $631.3M Q1 2024 Q2 2024: $643.2M Q2 2024 Q3 2024: $703.4M Q3 2024 Q4 2024: $710.8M $710.8M Q4 2024 Q1 2025: $713.9M Q1 2025 Q2 2025: $786.3M Q2 2025 Q3 2025: $839.4M Q3 2025 Q4 2025: $856.4M Q4 2025 Q1 2026: $774.3M Q1 2026 Q2 2026: $841.4M Q2 2026

Holdings 177 stocks · $710.8M
EFA iShares MSCI Eafe ETF 9.49% 892,073 $67.5M Add +4.8%
VOT Vngrd Mrngstr MC GRW ETF-Usd 3.95% 110,633 $28.1M Add +2.5%
VOE Vngrd Mrngstr MD-Cap Val ETF 3.91% 171,952 $27.8M Add +3.3%
IWN iShares Russell 2000 Value E 3.70% 160,090 $26.3M Add +3.1%
MSFT Microsoft Corp. 3.68% 61,982 $26.1M Add +1.7%
BRK.B Berkshire Hathaway Inc. Class B 3.66% 57,425 $26.0M Add +0.6%
IWO iShares Russell 2000 Growth 3.62% 89,518 $25.8M Add +3.2%
AMZN Amazon.com Inc. 3.55% 115,116 $25.3M Reduce -0.4%
AAPL Apple Inc. 3.40% 96,531 $24.2M Add +0.9%
VWO Vanguard Ftse Emerging Marke 3.09% 497,983 $21.9M Add +5.0%
JPM JPMorgan Chase & Co. 2.70% 80,050 $19.2M Reduce -0.1%
CRM Salesforce Inc. 2.69% 57,293 $19.2M Reduce -1.6%
COST Costco Wholesale Corp. 2.55% 19,749 $18.1M Reduce -0.6%
GOOGL Alphabet Inc. Class A 2.34% 87,716 $16.6M Add +32.5%
JNJ Johnson & Johnson 1.93% 94,882 $13.7M Reduce -5.8%
WMT Walmart Inc. 1.87% 147,148 $13.3M Reduce -0.2%
AXP American Express Co. 1.71% 41,006 $12.2M Reduce -0.8%
BRK.A Berkshire Hathaway Inc. Class A 1.63% 17 $11.6M No change
UNH Unitedhealth Group Inc. 1.59% 22,394 $11.3M Reduce -0.1%
AMAT Applied Materials Inc. 1.55% 67,754 $11.0M Reduce -0.2%
VTI VG Morningstar TS MKT ETF-US 1.55% 37,932 $11.0M Add +176.0%
HD Home Depot Inc. 1.53% 27,899 $10.9M Add +0.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.41% 90,111 $10.0M Reduce -2.3%
GOOG Alphabet Inc. Class C 1.36% 50,787 $9.7M Reduce -0.1%
GS Goldman Sachs Group Inc. 1.33% 16,473 $9.4M Reduce -0.8%
PEP Pepsico Inc. 1.31% 61,136 $9.3M Reduce -5.0%
PFE Pfizer Inc. 1.03% 276,314 $7.3M Reduce -15.1%
VRSK Verisk Analytics Inc. 0.99% 25,560 $7.0M Add +1.2%
NKE Nike Inc. Class B 0.96% 90,491 $6.8M Reduce -7.9%
DE Deere & Co. 0.96% 16,086 $6.8M Reduce -0.9%
WM Waste Management Inc. 0.96% 33,663 $6.8M Add +1.3%
SBUX Starbucks Corp. 0.93% 72,477 $6.6M Reduce -2.6%
HON Honeywell International Inc. 0.88% 27,722 $6.3M Add +1.9%
KR Kroger Co. 0.85% 99,026 $6.1M Add +1.7%
CVX Chevron Corp. 0.83% 40,856 $5.9M Reduce -2.6%
GD General Dynamics Corp. 0.79% 21,413 $5.6M Add +0.1%
NOC Northrop Grumman Corp. 0.78% 11,855 $5.6M Add +1.5%
PYPL PayPal Holdings Inc. 0.76% 63,148 $5.4M Reduce -1.2%
VOO Vanguard S&P 500 ETF 0.60% 7,881 $4.2M Add +3.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.54% 9,381 $3.9M Add +2.8%
VXUS Vanguard Total Intl Stock 0.45% 54,689 $3.2M Add +15.8%
TDG Transdigm Group Inc. 0.42% 2,378 $3.0M Reduce -1.6%
RBA RB Global Inc. 0.41% 32,654 $2.9M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.39% 16,563 $2.8M Add +9.3%
MCHP Microchip Technology Inc. 0.39% 48,268 $2.8M Reduce -27.6%
WAB Wabtec Corp. 0.39% 14,445 $2.7M Reduce -1.0%
QQQ Invesco QQQ Trust Series 1 0.37% 5,139 $2.6M No change
ECL Ecolab Inc. 0.36% 10,865 $2.5M Reduce -0.3%
FAST Fastenal Co. 0.35% 34,875 $2.5M No change
GNRC Generac Holdings Inc. 0.34% 15,400 $2.4M No change
ISRG Intuitive Surgical Inc. 0.31% 4,210 $2.2M Reduce -0.1%
AON Aon PLC Class A 0.31% 6,085 $2.2M No change
LIN Linde PLC 0.30% 5,177 $2.2M Add +0.0%
AME Ametek Inc. 0.30% 11,862 $2.1M Add +0.1%
LOW Lowe's Cos Inc. 0.30% 8,579 $2.1M Add +0.1%
SYK Stryker Corp. 0.30% 5,864 $2.1M Reduce -0.0%
P Everpure Inc. Class A filed as PURE STORAGE INC 0.29% 32,995 $2.0M Add +63.8%
BX Blackstone Inc. 0.28% 11,359 $2.0M Add +0.9%
AMGN Amgen Inc. 0.26% 7,156 $1.9M Reduce -0.1%
ORLY O'reilly Automotive Inc. 0.25% 1,488 $1.8M Reduce -0.5%
ROK Rockwell Automation Inc. 0.25% 6,175 $1.8M Reduce -0.1%
RMD Resmed Inc. 0.25% 7,620 $1.7M Add +1.3%
WDAY Workday Inc. Class A 0.24% 6,750 $1.7M Reduce -0.1%
FLYW Flywire Corp.-Voting 0.23% 79,550 $1.6M No change
TOST Toast Inc. Class A 0.23% 44,000 $1.6M No change
SSO Proshares Ultra S&P500 0.21% 16,427 $1.5M Reduce -1.5%
ACN Accenture PLC Class A 0.21% 4,316 $1.5M Add +418.8%
SPGI S&P Global Inc. 0.21% 3,034 $1.5M Add +0.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.21% 2,567 $1.5M Add +2.0%
LLY Eli Lilly & Co. 0.21% 1,942 $1.5M Add +0.4%
ICE Intercontinental Exchange Inc. 0.21% 9,800 $1.5M Reduce -0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.20% 6,434 $1.4M Add +8.6%
XYZ Block Inc. 0.20% 16,542 $1.4M New
UBER Uber Technologies Inc. 0.19% 22,532 $1.4M Reduce -5.0%
ZTS Zoetis Inc. 0.19% 8,136 $1.3M Add +0.0%
PG The Procter & Gamble Co. 0.19% 7,852 $1.3M Add +2.1%
DSI iShares ESG MSCI KLD 400 ETF 0.18% 11,881 $1.3M Reduce -4.8%
DSGX The Descartes Systems Grp 0.17% 10,900 $1.2M No change
NVDA Nvidia Corp. 0.15% 8,201 $1.1M Reduce -23.8%
V Visa Inc. Class A 0.15% 3,358 $1.1M Reduce -0.3%
RYAN Ryan Specialty Holdings Inc. 0.14% 16,050 $1.0M No change
IRTC Irhythm Holdings Inc. 0.14% 11,057 $997K Reduce -2.2%
MDB Mongodb Inc. 0.14% 4,250 $989K New
CSCO Cisco Systems Inc. 0.13% 15,541 $920K Add +49.0%
XOM Exxon Mobil Corp. 0.13% 8,299 $893K Reduce -4.4%
ABBV Abbvie Inc. 0.12% 4,929 $876K Add +30.4%
GE General Electric filed as GE AEROSPACE 0.12% 5,233 $873K Reduce -2.8%
MCD McDonald's Corp. 0.12% 2,962 $859K Add +8.4%
SCHW Schwab (charles) Corp. 0.12% 11,412 $845K Reduce -30.7%
DXCM Dexcom Inc. 0.12% 10,810 $840K No change
SEOAY Stora Enso Oyj-Spons ADR 0.11% 80,000 $805K No change
BAH Booz Allen Hamilton Holdings 0.11% 6,050 $779K No change
CSGP Costar Group Inc. 0.11% 10,825 $775K Reduce -29.7%
NEOG Neogen Corp. 0.10% 61,100 $742K Add +9.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 16,683 $733K Add +0.8%
RSP Invesco S&P 500 Equal Weight 0.10% 4,130 $724K No change
PSBQ PSB Holdings Inc. filed as PSB HLDGS INC WIS 0.10% 27,199 $721K New
EMR Emerson Electric Co. 0.10% 5,665 $702K Add +8.3%
BILL Bill Holdings Inc. 0.10% 8,000 $678K No change
ABT Abbott Laboratories 0.10% 5,972 $676K Add +4.9%
KO The Coca-Cola Co. 0.09% 10,796 $672K Add +0.0%
HWM Howmet Aerospace Inc. 0.09% 6,133 $671K No change
EVH Evolent Health Inc. Class A 0.09% 54,900 $618K Add +28.7%
PODD Insulet Corp. 0.09% 2,365 $617K No change
WWD Woodward Inc. 0.09% 3,692 $614K No change
UNP Union Pacific Corp. 0.09% 2,688 $613K No change
ORCL Oracle Corp. 0.09% 3,658 $610K Add +17.2%
DFAT Dimensional US Target Value 0.08% 10,648 $593K No change
GILD Gilead Sciences Inc. 0.08% 6,072 $561K Add +0.5%
GWRE Guidewire Software Inc. 0.08% 3,250 $548K No change
META Meta Platforms Inc. Class A 0.08% 934 $547K Add +2.5%
TXN Texas Instruments Inc. 0.08% 2,909 $546K Reduce -0.3%
FISV Fiserv Inc. 0.08% 2,607 $536K Add +43.2%
BROS Dutch Bros Inc. Class A 0.07% 10,100 $529K No change
VYM Vanguard High DVD Yield ETF 0.07% 4,149 $529K No change
KMB Kimberly-Clark Corp. 0.07% 3,882 $508K Reduce -0.5%
WEC WEC Energy Group Inc. 0.07% 5,389 $507K Add +46.6%
IJR iShares Core S&P Small-Cap E 0.07% 4,337 $500K No change
BSV Vanguard Short-Term Bond ETF 0.07% 6,226 $481K Add +85.6%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.06% 2,258 $447K Add +9.2%
WFC Wells Fargo & Co. 0.06% 6,338 $445K Add +5.7%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.06% 1,572 $440K Add +7.9%
VCSH Vanguard S/T Corp. Bond ETF 0.06% 5,627 $439K Add +101.9%
IJH iShares Core S&P Midcap ETF 0.06% 7,025 $438K Add +4.5%
GEV GE Vernova Inc. 0.06% 1,284 $422K Reduce -3.0%
AVGO Broadcom Inc. 0.06% 1,806 $419K Add +0.9%
RELY Remitly Global Inc. 0.06% 18,500 $418K No change
ASB Associated Banc-Corp. 0.06% 17,423 $416K Add +8.1%
MKC McCormick & Co.-Non VTG SHRS 0.06% 5,450 $416K No change
DFUV Dimensional US Marketwide Va 0.06% 10,081 $413K No change
POOL Pool Corp. 0.05% 1,125 $384K Reduce -67.6%
CME Cme Group Inc. 0.05% 1,650 $383K No change
SPHQ Invesco S&P 500 Quality ETF 0.05% 5,422 $363K Reduce -1.5%
BIV Vanguard Intermediate-Term B 0.05% 4,707 $352K Add +46.4%
GBTC Grayscale Bitcoin Trust ETF 0.05% 4,703 $348K No change
NOVT Novanta Inc. 0.05% 2,183 $333K No change
BND Vanguard Total Bond Market 0.05% 4,619 $332K New
NOBL Proshares S&P 500 Dividend A 0.05% 3,321 $331K Add +38.5%
BMY Bristol-Myers Squibb Co. 0.05% 5,736 $324K Reduce -0.1%
TTE Totalenergies SE -Spon ADR 0.04% 5,875 $320K No change
TYL Tyler Technologies Inc. 0.04% 550 $317K No change
FIS Fidelity National Info Serv 0.04% 3,875 $313K Reduce -8.0%
DVY iShares Select Dividend ETF 0.04% 2,368 $311K Add +1.6%
XLK SS Technology Select Sector 0.04% 1,335 $310K No change
IVV iShares Core S&P 500 ETF 0.04% 523 $308K Reduce -6.6%
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.04% 2,988 $290K Add +10.1%
COF Capital One Financial Corp. 0.04% 1,609 $287K No change
LRCX Lam Research Corp. 0.04% 3,836 $277K Add +0.4%
VZ Verizon Communications Inc. 0.04% 6,867 $275K No change
DT Dynatrace Inc. 0.04% 4,750 $258K No change
CB Chubb Ltd. 0.04% 924 $255K No change
COWZ Pacer US Cash Cows 100 ETF 0.04% 4,500 $254K No change
ADBE Adobe Inc. 0.04% 562 $250K Reduce -1.6%
SDY SS SPDR S&P Dividend ETF 0.04% 1,894 $250K No change
UL Unilever PLC 0.03% 4,350 $247K No change
MLI Mueller Industries Inc. 0.03% 3,106 $246K No change
PCOR Procore Technologies Inc. 0.03% 3,250 $244K No change
RTX RTX Corp. 0.03% 2,075 $240K Add +22.8%
HS PRESS HOLDINGS LLC 0.03% 1 $232K New
SCHD Schwab US DVD Equity ETF 0.03% 8,472 $231K New
ULS Ul Solutions Inc. Class A 0.03% 4,625 $231K No change
AIR Aar Corp. 0.03% 3,750 $230K No change
VIG Vanguard Dividend Apprec ETF 0.03% 1,174 $230K Reduce -25.4%
LPLA LPL Financial Holdings Inc. 0.03% 702 $229K New
PFF iShares Preferred & Income S 0.03% 7,193 $226K Reduce -21.0%
JIRE JPMorgan Int Res Enh Eqty 0.03% 3,815 $223K No change
MDLZ Mondelez International Inc. Class A 0.03% 3,721 $222K Reduce -0.6%
WING Wingstop Inc. 0.03% 776 $221K No change
F Ford Motor Co. filed as FORD MTR CO 0.03% 21,836 $216K Reduce -23.2%
SPYG SS SPDR P S&P 500 Growth ETF 0.03% 2,429 $214K No change
CARR Carrier Global Corp. 0.03% 3,040 $208K No change
TREX Trex Company Inc. 0.03% 3,000 $207K New
XPO Xpo Inc. 0.03% 1,565 $205K New
CAT Caterpillar Inc. 0.03% 556 $202K Reduce -1.6%
REPRISE BIOMEDICAL INC 0.02% 44,000 $110K No change
VORTEX ENERGY CORP COM 0.00% 40,000 $1K No change
SHMP Naturalshrimp Inc. 0.00% 150,000 $0 No change

Portfolio Sells Q3 2024 → Q4 2024
XLV SS Health Care Select Sector Sold out 0.00% −0.54
AMAT Applied Materials Inc. Reduce -0.2% 1.55% −0.40
JNJ Johnson & Johnson Reduce -5.8% 1.93% −0.39
MCHP Microchip Technology Inc. Reduce -27.6% 0.39% −0.37
PFE Pfizer Inc. Reduce -15.1% 1.03% −0.31
NKE Nike Inc. Class B Reduce -7.9% 0.96% −0.27
UNH Unitedhealth Group Inc. Reduce -0.1% 1.59% −0.27
OCEAN HOUSING LLC CL A Sold out 0.00% −0.27
PEP Pepsico Inc. Reduce -5.0% 1.31% −0.25
POOL Pool Corp. Reduce -67.6% 0.05% −0.13
LLC OPERAT AGMT-LESTER LODGE Sold out 0.00% −0.11
SBUX Starbucks Corp. Reduce -2.6% 0.93% −0.10
PHR Phreesia Inc. Sold out 0.00% −0.10
VANDY CLUB 10 LLC Sold out 0.00% −0.09
ONT Onterris Inc. Sold out 0.00% −0.08
TDG Transdigm Group Inc. Reduce -1.6% 0.42% −0.07
AMGN Amgen Inc. Reduce -0.1% 0.26% −0.07
CAG Conagra Brands Inc. Sold out 0.00% −0.06
UBER Uber Technologies Inc. Reduce -5.0% 0.19% −0.06
VTEB Vanguard Tax-Exempt Bond ETF Sold out 0.00% −0.06
CSGP Costar Group Inc. Reduce -29.7% 0.11% −0.06
CVX Chevron Corp. Reduce -2.6% 0.83% −0.05
VEA Vanguard Ftse Developed ETF Sold out 0.00% −0.04
CI The Cigna Group Sold out 0.00% −0.04
ECL Ecolab Inc. Reduce -0.3% 0.36% −0.04
AGG iShares Core U.S. Aggregate Sold out 0.00% −0.04
IEFA iShares Core MSCI Eafe ETF Sold out 0.00% −0.04
SCHW Schwab (charles) Corp. Reduce -30.7% 0.12% −0.03
CVS CVS Health Corp. Sold out 0.00% −0.03
NVDA Nvidia Corp. Reduce -23.8% 0.15% −0.03
MNDY Monday.com Ltd. Sold out 0.00% −0.03
DD Dupont DE Nemours Inc. Sold out 0.00% −0.03
HPQ HP Inc. Sold out 0.00% −0.03
GE General Electric Reduce -2.8% 0.12% −0.02
XOM Exxon Mobil Corp. Reduce -4.4% 0.13% −0.02
ICE Intercontinental Exchange Inc. Reduce -0.1% 0.21% −0.02
F Ford Motor Co. Reduce -23.2% 0.03% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -25.4% 0.03% −0.01
PFF iShares Preferred & Income S Reduce -21.0% 0.03% −0.01
DSI iShares ESG MSCI KLD 400 ETF Reduce -4.8% 0.18% −0.01
TXN Texas Instruments Inc. Reduce -0.3% 0.08% −0.01
MDLZ Mondelez International Inc. Class A Reduce -0.6% 0.03% −0.01
KMB Kimberly-Clark Corp. Reduce -0.5% 0.07% −0.01
LIFELENS TECHNOLOGIES INC Sold out 0.00% −0.01
ADBE Adobe Inc. Reduce -1.6% 0.04% −0.01
FIS Fidelity National Info Serv Reduce -8.0% 0.04% −0.01
SYK Stryker Corp. Reduce -0.0% 0.30% −0.00
DE Deere & Co. Reduce -0.9% 0.96% −0.00
CAT Caterpillar Inc. Reduce -1.6% 0.03% −0.00
IVV iShares Core S&P 500 ETF Reduce -6.6% 0.04% −0.00

Portfolio Buys Q3 2024 → Q4 2024
VTI VG Morningstar TS MKT ETF-US Add +176.0% 1.55% +0.99
GOOGL Alphabet Inc. Class A Add +32.5% 2.34% +0.77
AAPL Apple Inc. Add +0.9% 3.40% +0.23
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +2.5% 3.95% +0.21
XYZ Block Inc. New 0.20% +0.20
ACN Accenture PLC Class A Add +418.8% 0.21% +0.17
P Everpure Inc. Class A Add +63.8% 0.29% +0.14
MDB Mongodb Inc. New 0.14% +0.14
IWO iShares Russell 2000 Growth Add +3.2% 3.62% +0.12
PSBQ PSB Holdings Inc. New 0.10% +0.10
HON Honeywell International Inc. Add +1.9% 0.88% +0.08
KR Kroger Co. Add +1.7% 0.85% +0.06
CSCO Cisco Systems Inc. Add +49.0% 0.13% +0.05
BND Vanguard Total Bond Market New 0.05% +0.05
VUG Vanguard Mrngstar GR ETF-Sui Add +2.8% 0.54% +0.04
HS PRESS HOLDINGS LLC New 0.03% +0.03
SCHD Schwab US DVD Equity ETF New 0.03% +0.03
LPLA LPL Financial Holdings Inc. New 0.03% +0.03
VCSH Vanguard S/T Corp. Bond ETF Add +101.9% 0.06% +0.03
BX Blackstone Inc. Add +0.9% 0.28% +0.03
BSV Vanguard Short-Term Bond ETF Add +85.6% 0.07% +0.03
TREX Trex Company Inc. New 0.03% +0.03
FISV Fiserv Inc. Add +43.2% 0.08% +0.03
XPO Xpo Inc. New 0.03% +0.03
VRSK Verisk Analytics Inc. Add +1.2% 0.99% +0.03
VOO Vanguard S&P 500 ETF Add +3.3% 0.60% +0.03
WEC WEC Energy Group Inc. Add +46.6% 0.07% +0.02
VXUS Vanguard Total Intl Stock Add +15.8% 0.45% +0.02
VTV Vanguard Mrngstr Val ETF-Aui Add +9.3% 0.39% +0.02
EMR Emerson Electric Co. Add +8.3% 0.10% +0.02
ABBV Abbvie Inc. Add +30.4% 0.12% +0.02
AVGO Broadcom Inc. Add +0.9% 0.06% +0.01
WFC Wells Fargo & Co. Add +5.7% 0.06% +0.01
IWN iShares Russell 2000 Value E Add +3.1% 3.70% +0.01
BIV Vanguard Intermediate-Term B Add +46.4% 0.05% +0.01
IBM Intl Business Machines Corp. Add +8.6% 0.20% +0.01
AME Ametek Inc. Add +0.1% 0.30% +0.01
ORCL Oracle Corp. Add +17.2% 0.09% +0.01
NOBL Proshares S&P 500 Dividend A Add +38.5% 0.05% +0.01
BAC Bank of America Corp. Add +0.8% 0.10% +0.01
ASB Associated Banc-Corp. Add +8.1% 0.06% +0.01
GILD Gilead Sciences Inc. Add +0.5% 0.08% +0.01
VBK Van Morst SML-Cap Gro-Usd Inc. Add +7.9% 0.06% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +2.0% 0.21% +0.01
BMO Bank of Montreal Add +10.1% 0.04% +0.01
RTX RTX Corp. Add +22.8% 0.03% +0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Add +9.2% 0.06% +0.00
META Meta Platforms Inc. Class A Add +2.5% 0.08% +0.00
ABT Abbott Laboratories Add +4.9% 0.10% +0.00
MCD McDonald's Corp. Add +8.4% 0.12% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 178$841.4MEFA, AMAT, VWO, BRK.B, IWN
Q1 2026 173$774.3MEFA, VWO, VOE, IWN, VOT
Q4 2025 179$856.4MEFA, VWO, MSFT, VOE, VOT
Q3 2025 184$839.4MEFA, VWO, MSFT, VOT, VOE
Q2 2025 145$786.3MEFA, BAC, MSFT, BRK.B, AMZN
Q1 2025 163$713.9MEFA, BRK.B, VOE, VOT, IWN
Q4 2024 177$710.8MEFA, VOT, VOE, IWN, MSFT
Q3 2024 185$703.4MEFA, VOE, BRK.B, VOT, MSFT
Q2 2024 165$643.2MEFA, MSFT, VOE, VOT, IWN
Q1 2024 168$631.3MISHARES TR MSCI EAFE ETF, MSFT, VANGUARD INDEX FDS MCAP VL IDXVIP, BRK.B, VANGUARD INDEX FDS MCAP GR IDXVIP