WoodTrust Financial Corp

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), WoodTrust Financial Corp reported 173 stock positions worth $774.3 million. Its top holding was iShares MSCI Eafe ETF (EFA) at 12.4% of the portfolio, followed by Vanguard Ftse Emerging Marke (VWO, 4.0%) and Vngrd Mrngstr MD-Cap Val ETF (VOE, 3.7%). Compared with Q4 2025, it opened 12 new positions, sold out of 18, added to 38 and reduced 65. The biggest buy was ServiceNow (NOW, shares +1721%) and the biggest sale Salesforce (CRM, shares −46%).

Most Recent 13F
Q2 2026
Location
WISCONSIN RAPIDS, WI
CIK
0001725247
Portfolio Value
$774.3M (Q1 2026)
SEC Filing
0001725247-26-000003 ↗ filed May 6, 2026

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 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 $774.3M Q1 2026 Q2 2026: $841.4M Q2 2026

Holdings 173 stocks · $774.3M
EFA iShares MSCI Eafe ETF 12.45% 992,287 $96.4M Reduce -7.7%
VWO Vanguard Ftse Emerging Marke 4.02% 575,857 $31.1M Reduce -7.7%
VOE Vngrd Mrngstr MD-Cap Val ETF 3.68% 154,707 $28.5M Reduce -10.8%
IWN iShares Russell 2000 Value E 3.49% 142,405 $27.0M Reduce -9.8%
VOT Vngrd Mrngstr MC GRW ETF-Usd 3.28% 98,569 $25.4M Reduce -9.6%
BRK.B Berkshire Hathaway Inc. Class B 3.27% 52,785 $25.3M Reduce -7.9%
JNJ Johnson & Johnson 3.26% 103,197 $25.2M Reduce -8.4%
IWO iShares Russell 2000 Growth 3.19% 78,777 $24.7M Reduce -10.8%
AMZN Amazon.com Inc. 3.03% 112,579 $23.4M Reduce -5.6%
MSFT Microsoft Corp. 2.94% 61,541 $22.8M Reduce -3.3%
AMAT Applied Materials Inc. 2.91% 65,823 $22.5M Reduce -13.7%
AAPL Apple Inc. 2.88% 87,881 $22.3M Reduce -8.5%
GOOGL Alphabet Inc. Class A 2.81% 75,758 $21.8M Reduce -10.2%
JPM JPMorgan Chase & Co. 2.78% 73,119 $21.5M Reduce -6.9%
WMT Walmart Inc. 2.05% 127,647 $15.9M Reduce -9.0%
BRK.A Berkshire Hathaway Inc. Class A 1.85% 20 $14.4M Add +5.3%
GOOG Alphabet Inc. Class C 1.62% 43,841 $12.6M Reduce -12.7%
PEP Pepsico Inc. 1.49% 74,475 $11.6M Add +4.5%
AXP American Express Co. 1.48% 37,869 $11.5M Reduce -5.8%
PFE Pfizer Inc. 1.47% 404,538 $11.4M Add +2.3%
VOO Vanguard S&P 500 ETF 1.46% 18,857 $11.3M Reduce -25.9%
COST Costco Wholesale Corp. 1.27% 9,880 $9.8M Reduce -10.0%
WM Waste Management Inc. 1.25% 42,043 $9.7M Add +4.0%
HD Home Depot Inc. 1.23% 28,848 $9.5M Reduce -3.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.19% 95,759 $9.2M Reduce -3.3%
CVX Chevron Corp. 1.18% 44,068 $9.1M Reduce -3.6%
DE Deere & Co. 1.12% 15,369 $8.7M Reduce -6.3%
UNH Unitedhealth Group Inc. 1.08% 30,829 $8.3M Add +24.0%
NKE Nike Inc. Class B 1.04% 152,404 $8.1M Add +37.5%
NOC Northrop Grumman Corp. 1.02% 11,617 $7.9M Reduce -9.0%
PYPL PayPal Holdings Inc. 0.98% 166,947 $7.6M Add +58.1%
GD General Dynamics Corp. 0.95% 21,331 $7.3M Reduce -8.9%
SBUX Starbucks Corp. 0.90% 78,147 $7.0M Add +3.7%
HON Honeywell International Inc. 0.86% 29,434 $6.7M Reduce -4.1%
IDXX Idexx Laboratories Inc. 0.85% 11,691 $6.6M Reduce -3.8%
CRM Salesforce Inc. 0.78% 32,432 $6.1M Reduce -45.6%
VTI VG Morningstar TS MKT ETF-US 0.78% 18,731 $6.0M Reduce -40.3%
TYL Tyler Technologies Inc. 0.77% 17,388 $6.0M Add +10.6%
NOW ServiceNow Inc. 0.75% 55,533 $5.8M Add +1720.8%
VRSK Verisk Analytics Inc. 0.67% 27,326 $5.2M Add +3.6%
VXUS Vanguard Total Intl Stock 0.65% 65,381 $5.0M Reduce -15.6%
VUG Vanguard Mrngstar GR ETF-Sui 0.50% 8,939 $3.9M Reduce -12.5%
GEV GE Vernova Inc. 0.48% 4,256 $3.7M Reduce -10.7%
FAST Fastenal Co. 0.45% 75,150 $3.5M Add +2.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.44% 17,379 $3.4M Reduce -13.9%
ECL Ecolab Inc. 0.37% 10,637 $2.8M Reduce -0.2%
TDG Transdigm Group Inc. 0.35% 2,325 $2.7M Add +9.4%
FANG Diamondback Energy Inc. 0.33% 12,800 $2.5M No change
LIN Linde PLC 0.32% 5,045 $2.5M No change
GNRC Generac Holdings Inc. 0.31% 12,375 $2.4M Add +25.3%
AMGN Amgen Inc. 0.31% 6,757 $2.4M Add +3.8%
ROK Rockwell Automation Inc. 0.30% 6,535 $2.3M Add +5.8%
GS Goldman Sachs Group Inc. 0.30% 2,732 $2.3M Reduce -46.7%
LLY Eli Lilly & Co. 0.27% 2,238 $2.1M Add +13.5%
VSGX Vanguard ESG Intl Stock ETF 0.26% 27,684 $2.0M Add +4.2%
ORLY O'reilly Automotive Inc. 0.25% 21,200 $2.0M No change
SYK Stryker Corp. 0.25% 5,888 $1.9M No change
LOW Lowe's Cos Inc. 0.25% 8,065 $1.9M Reduce -4.7%
BA The Boeing Co. 0.24% 9,235 $1.8M Add +5.7%
NVDA Nvidia Corp. 0.23% 10,030 $1.7M Add +14.3%
RBA RB Global Inc. 0.22% 17,570 $1.7M Reduce -42.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.21% 2,540 $1.7M No change
P Everpure Inc. Class A 0.21% 27,340 $1.6M Reduce -18.2%
DSI iShares ESG MSCI KLD 400 ETF 0.21% 13,192 $1.6M Add +32.5%
V Visa Inc. Class A 0.20% 5,223 $1.6M Reduce -6.4%
CAT Caterpillar Inc. 0.20% 2,219 $1.6M No change
ICE Intercontinental Exchange Inc. 0.20% 9,854 $1.5M No change
AME Ametek Inc. 0.20% 7,218 $1.5M Add +4.7%
MDB Mongodb Inc. 0.19% 6,150 $1.5M Reduce -7.5%
DXCM Dexcom Inc. 0.19% 23,645 $1.5M Add +45.6%
ISRG Intuitive Surgical Inc. 0.19% 3,170 $1.5M Reduce -24.2%
HWM Howmet Aerospace Inc. 0.18% 6,133 $1.4M No change
XOM Exxon Mobil Corp. 0.18% 8,090 $1.4M Reduce -0.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.17% 5,559 $1.3M No change
WWD Woodward Inc. 0.17% 3,692 $1.3M No change
IRTC Irhythm Holdings Inc. 0.16% 10,520 $1.2M Add +4.5%
TOST Toast Inc. Class A 0.16% 45,550 $1.2M No change
CSCO Cisco Systems Inc. 0.15% 15,074 $1.2M No change
AVGO Broadcom Inc. 0.15% 3,638 $1.1M Reduce -6.8%
QQQ Invesco QQQ Trust Series 1 0.14% 1,932 $1.1M Reduce -56.4%
PG The Procter & Gamble Co. 0.14% 7,606 $1.1M Reduce -0.7%
UBER Uber Technologies Inc. 0.14% 14,885 $1.1M Reduce -19.0%
NFLX Netflix Inc. 0.13% 10,350 $995K New
ABBV Abbvie Inc. 0.13% 4,522 $983K No change
PSBQ PSB Holdings Inc. filed as PSB HLDGS INC WIS 0.13% 35,373 $981K No change
SSO Proshares Ultra S&P500 0.12% 18,110 $940K Reduce -26.2%
WAB Wabtec Corp. 0.12% 3,648 $911K No change
GE General Electric filed as GE AEROSPACE 0.11% 3,103 $881K Reduce -39.2%
SEOAY Stora Enso Oyj-Spons ADR 0.11% 75,636 $877K No change
MCD McDonald's Corp. 0.11% 2,762 $858K Reduce -1.8%
KO The Coca-Cola Co. 0.10% 10,589 $805K Add +7.5%
DFAT Dimensional US Target Value 0.10% 12,851 $803K Add +20.7%
VYM Vanguard High DVD Yield ETF 0.10% 5,091 $754K Reduce -9.9%
EMR Emerson Electric Co. 0.10% 5,656 $741K No change
CELC Celcuity Inc. 0.09% 6,207 $708K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 14,292 $697K No change
AIR Aar Corp. 0.09% 6,250 $684K No change
DVN Devon Energy Corp. 0.09% 13,250 $667K No change
WSO Watsco Inc. 0.09% 1,825 $664K New
CRWD CrowdStrike Holdings Inc. Class A 0.09% 1,695 $662K Add +126.0%
UNP Union Pacific Corp. 0.08% 2,688 $652K No change
CW Curtiss-Wright Corp. 0.08% 950 $647K No change
DFUV Dimensional US Marketwide Va 0.08% 13,215 $640K Add +31.1%
GILD Gilead Sciences Inc. 0.08% 4,500 $627K Reduce -0.6%
RYAN Ryan Specialty Holdings Inc. 0.08% 17,850 $603K No change
META Meta Platforms Inc. Class A 0.08% 1,054 $603K Add +6.4%
ULS Ul Solutions Inc. Class A 0.08% 6,850 $587K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.07% 2,638 $573K Reduce -14.0%
PODD Insulet Corp. 0.07% 2,665 $560K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.07% 1,799 $544K Reduce -14.4%
TTE Totalenergies SE 0.07% 5,750 $523K No change
BX Blackstone Inc. 0.07% 4,500 $517K Reduce -60.4%
NOVT Novanta Inc. 0.07% 4,283 $506K Add +30.5%
WEC WEC Energy Group Inc. 0.06% 4,321 $500K No change
CME Cme Group Inc. 0.06% 1,650 $487K No change
VZ Verizon Communications Inc. 0.06% 9,438 $474K Add +26.9%
ABT Abbott Laboratories 0.06% 4,392 $451K Reduce -14.3%
ASB Associated Banc-Corp. 0.06% 16,973 $439K Add +0.2%
AON Aon PLC Class A 0.06% 1,350 $436K Reduce -76.3%
MDT Medtronic PLC 0.05% 4,688 $406K New
VCSH Vanguard S/T Corp. Bond ETF 0.05% 5,046 $400K Reduce -63.3%
BSV Vanguard Short-Term Bond ETF 0.05% 5,094 $399K Reduce -63.3%
BMY Bristol-Myers Squibb Co. 0.05% 6,426 $390K Add +8.6%
WFC Wells Fargo & Co. 0.05% 4,901 $390K Reduce -0.9%
WAY Waystar Holding Corp. 0.05% 15,900 $383K New
DVY iShares Select Dividend ETF 0.05% 2,512 $380K No change
TXN Texas Instruments Inc. 0.05% 1,834 $356K No change
BROS Dutch Bros Inc. Class A 0.05% 7,000 $355K No change
GWRE Guidewire Software Inc. 0.05% 2,350 $351K Reduce -46.0%
MLI Mueller Industries Inc. 0.04% 3,106 $344K No change
DX Dynex Capital Inc. 0.04% 26,000 $332K Add +36.8%
CACI Caci International Inc. Class A 0.04% 600 $326K No change
RBC RBC Bearings Inc. 0.04% 600 $326K No change
BND Vanguard Total Bond Market 0.04% 4,363 $321K Reduce -63.1%
AVAV Aerovironment Inc. 0.04% 1,750 $320K No change
SPXC SPX Technologies Inc. 0.04% 1,600 $320K No change
BIV Vanguard Intermediate-Term B 0.04% 4,132 $319K Reduce -63.2%
CB Chubb Ltd. 0.04% 957 $312K Add +33.5%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.04% 2,602 $309K No change
VNOM Viper Energy Inc. Class A 0.04% 6,500 $305K New
SHW The Sherwin-Williams Co. 0.04% 950 $305K No change
XPO Xpo Inc. 0.04% 1,565 $304K No change
BMO Bank of Montreal filed as BANK MONTREAL MEDIUM 0.04% 2,189 $296K No change
BTC Grayscale Bitcoin Mini ETF 0.04% 9,789 $294K No change
COF Capital One Financial Corp. 0.04% 1,601 $292K No change
IVW iShares S&P 500 Growth ETF 0.04% 2,550 $288K No change
XLK SS Technology Select Sector 0.04% 2,156 $287K No change
COWZ Pacer US Cash Cows 100 ETF 0.04% 4,500 $282K No change
ACN Accenture PLC Class A 0.04% 1,421 $282K No change
GLD SPDR Gold Shares 0.04% 642 $276K Add +24.2%
SDY SS SPDR S&P Dividend ETF 0.04% 1,894 $276K No change
RTX RTX Corp. 0.03% 1,402 $270K No change
INTC Intel Corp. 0.03% 5,907 $261K New
RMD Resmed Inc. 0.03% 1,155 $259K Reduce -68.4%
TSLA Tesla Inc. 0.03% 697 $259K Reduce -1.7%
IVE iShares S&P 500 Value ETF 0.03% 1,203 $254K No change
SCHD Schwab US DVD Equity ETF 0.03% 8,294 $254K No change
TTAN Servicetitan Inc. Class A 0.03% 4,000 $254K Add +33.3%
IJR iShares Core S&P Small-Cap E 0.03% 2,012 $250K No change
FND Floor & Decor Holdings Inc. Class A 0.03% 4,600 $234K New
SVV Savers Value Village Inc. 0.03% 31,000 $231K New
ADPT Adaptive Biotechnologies 0.03% 16,000 $222K New
UL Unilever PLC-Sponsored ADR 0.03% 3,865 $220K Reduce -0.0%
FSV Firstservice Corp. 0.03% 1,550 $215K New
VIG Vanguard Dividend Apprec ETF 0.03% 1,000 $215K No change
LPLA LPL Financial Holdings Inc. 0.03% 702 $211K No change
PCOR Procore Technologies Inc. 0.03% 3,600 $205K Add +10.8%
SOFI Sofi Technologies Inc. 0.03% 12,400 $197K New
AGNC AGNC Investment Corp. 0.02% 16,000 $160K New
EMPNIA INC SERIES A-1 0.01% 10,000 $50K No change
NIGHTWARE INC 0.01% 98,039 $50K No change
LCTX Lineage Cell Therapeutics Inc. 0.00% 10,000 $16K No change
SHMP Naturalshrimp Inc. 0.00% 150,000 $0 No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $462K (not counted above)
SecurityClassShares / PrincipalValueChange
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 400$462KNo change

Total filed on the 13F, all lines: $774.8M.

Portfolio Sells Q4 2025 → Q1 2026
CRM Salesforce Inc. Reduce -45.6% 0.78% −1.06
MSFT Microsoft Corp. Reduce -3.3% 2.94% −0.65
VTI VG Morningstar TS MKT ETF-US Reduce -40.3% 0.78% −0.45
VOO Vanguard S&P 500 ETF Reduce -25.9% 1.46% −0.41
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -9.6% 3.28% −0.28
GOOGL Alphabet Inc. Class A Reduce -10.2% 2.81% −0.27
AXP American Express Co. Reduce -5.8% 1.48% −0.26
GS Goldman Sachs Group Inc. Reduce -46.7% 0.30% −0.23
GOOG Alphabet Inc. Class C Reduce -12.7% 1.62% −0.22
APP AppLovin Corp. Class A Sold out 0.00% −0.20
AMZN Amazon.com Inc. Reduce -5.6% 3.03% −0.19
SPGI S&P Global Inc. Sold out 0.00% −0.19
AON Aon PLC Class A Reduce -76.3% 0.06% −0.18
JPM JPMorgan Chase & Co. Reduce -6.9% 2.78% −0.18
QQQ Invesco QQQ Trust Series 1 Reduce -56.4% 0.14% −0.17
AAPL Apple Inc. Reduce -8.5% 2.88% −0.17
BILL Bill Holdings Inc. Sold out 0.00% −0.16
RBA RB Global Inc. Reduce -42.3% 0.22% −0.15
IWO iShares Russell 2000 Growth Reduce -10.8% 3.19% −0.14
BX Blackstone Inc. Reduce -60.4% 0.07% −0.14
MDB Mongodb Inc. Reduce -7.5% 0.19% −0.13
DIS The Walt Disney Co. Reduce -3.3% 1.19% −0.12
IDXX Idexx Laboratories Inc. Reduce -3.8% 0.85% −0.11
BRK.B Berkshire Hathaway Inc. Class B Reduce -7.9% 3.27% −0.10
ORCL Oracle Corp. Sold out 0.00% −0.10
ISRG Intuitive Surgical Inc. Reduce -24.2% 0.19% −0.09
RSP Invesco S&P 500 Equal Weight Sold out 0.00% −0.08
DSGX The Descartes Systems Grp Sold out 0.00% −0.08
WDAY Workday Inc. Class A Sold out 0.00% −0.08
VUG Vanguard Mrngstar GR ETF-Sui Reduce -12.5% 0.50% −0.08
BSV Vanguard Short-Term Bond ETF Reduce -63.3% 0.05% −0.08
VCSH Vanguard S/T Corp. Bond ETF Reduce -63.3% 0.05% −0.08
GE General Electric Reduce -39.2% 0.11% −0.07
RMD Resmed Inc. Reduce -68.4% 0.03% −0.07
IOT Samsara Inc. Class A Sold out 0.00% −0.07
BIV Vanguard Intermediate-Term B Reduce -63.2% 0.04% −0.06
BND Vanguard Total Bond Market Reduce -63.1% 0.04% −0.06
GWRE Guidewire Software Inc. Reduce -46.0% 0.05% −0.06
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −0.05
P Everpure Inc. Class A Reduce -18.2% 0.21% −0.05
BNDX Vanguard Total Intl Bond ETF Sold out 0.00% −0.05
SPOT Spotify Technology SA Sold out 0.00% −0.05
SPHQ Invesco S&P 500 Quality ETF Sold out 0.00% −0.05
SSO Proshares Ultra S&P500 Reduce -26.2% 0.12% −0.04
UBER Uber Technologies Inc. Reduce -19.0% 0.14% −0.04
F Ford Motor Co. Sold out 0.00% −0.03
EXAS Exact Sciences Corp. Sold out 0.00% −0.03
VXUS Vanguard Total Intl Stock Reduce -15.6% 0.65% −0.03
FIS Fidelity National Info Serv Sold out 0.00% −0.03
CWST Casella Waste Systems Inc. Class A Sold out 0.00% −0.03

Portfolio Buys Q4 2025 → Q1 2026
NOW ServiceNow Inc. Add +1720.8% 0.75% +0.70
PFE Pfizer Inc. Add +2.3% 1.47% +0.32
PEP Pepsico Inc. Add +4.5% 1.49% +0.30
PYPL PayPal Holdings Inc. Add +58.1% 0.98% +0.26
NKE Nike Inc. Class B Add +37.5% 1.04% +0.21
WM Waste Management Inc. Add +4.0% 1.25% +0.21
BRK.A Berkshire Hathaway Inc. Class A Add +5.3% 1.85% +0.18
SBUX Starbucks Corp. Add +3.7% 0.90% +0.16
GNRC Generac Holdings Inc. Add +25.3% 0.31% +0.15
NFLX Netflix Inc. New 0.13% +0.13
UNH Unitedhealth Group Inc. Add +24.0% 1.08% +0.12
FAST Fastenal Co. Add +2.7% 0.45% +0.11
WSO Watsco Inc. New 0.09% +0.09
DXCM Dexcom Inc. Add +45.6% 0.19% +0.07
AMGN Amgen Inc. Add +3.8% 0.31% +0.06
DSI iShares ESG MSCI KLD 400 ETF Add +32.5% 0.21% +0.06
MDT Medtronic PLC New 0.05% +0.05
WAY Waystar Holding Corp. New 0.05% +0.05
CRWD CrowdStrike Holdings Inc. Class A Add +126.0% 0.09% +0.04
VNOM Viper Energy Inc. Class A New 0.04% +0.04
NVDA Nvidia Corp. Add +14.3% 0.23% +0.03
AME Ametek Inc. Add +4.7% 0.20% +0.03
VSGX Vanguard ESG Intl Stock ETF Add +4.2% 0.26% +0.03
INTC Intel Corp. New 0.03% +0.03
FND Floor & Decor Holdings Inc. Class A New 0.03% +0.03
SVV Savers Value Village Inc. New 0.03% +0.03
DFAT Dimensional US Target Value Add +20.7% 0.10% +0.03
ADPT Adaptive Biotechnologies New 0.03% +0.03
DFUV Dimensional US Marketwide Va Add +31.1% 0.08% +0.03
FSV Firstservice Corp. New 0.03% +0.03
VZ Verizon Communications Inc. Add +26.9% 0.06% +0.03
SOFI Sofi Technologies Inc. New 0.03% +0.03
KO The Coca-Cola Co. Add +7.5% 0.10% +0.02
ROK Rockwell Automation Inc. Add +5.8% 0.30% +0.02
AGNC AGNC Investment Corp. New 0.02% +0.02
NOVT Novanta Inc. Add +30.5% 0.07% +0.02
LLY Eli Lilly & Co. Add +13.5% 0.27% +0.02
TDG Transdigm Group Inc. Add +9.4% 0.35% +0.02
BA The Boeing Co. Add +5.7% 0.24% +0.02
CB Chubb Ltd. Add +33.5% 0.04% +0.01
BMY Bristol-Myers Squibb Co. Add +8.6% 0.05% +0.01
DX Dynex Capital Inc. Add +36.8% 0.04% +0.01
GLD SPDR Gold Shares Add +24.2% 0.04% +0.01
ASB Associated Banc-Corp. Add +0.2% 0.06% +0.01
META Meta Platforms Inc. Class A Add +6.4% 0.08% +0.00
PCOR Procore Technologies Inc. Add +10.8% 0.03% −0.00
TTAN Servicetitan Inc. Class A Add +33.3% 0.03% −0.00
VRSK Verisk Analytics Inc. Add +3.6% 0.67% −0.02
IRTC Irhythm Holdings Inc. Add +4.5% 0.16% −0.05
TYL Tyler Technologies Inc. Add +10.6% 0.77% −0.06

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