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AIMZ Investment Advisors, LLC Historic Quarter Change: USA ETF, Reduced

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AIMZ Investment Advisors, LLC historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 17 quarters from 2014-12-31 to 2026-06-30, AIMZ Investment Advisors, LLC opened 30 positions, added to 63, reduced 71 and sold out of 20.

  • Q2 2026: Stock SOXX; Country of operation —; Class ISHARES SEMICDTR; Shares before 1,477.
  • Q2 2026: Stock VTV; Country of operation —; Class VALUE ETF; Shares before 13,488.
  • Q2 2026: Stock VHT; Country of operation —; Class HEALTH CAR ETF; Shares before 7,940.
  • Q2 2026: Stock VOE; Country of operation —; Class MCAP VL IDXVIP; Shares before 17,837.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1630365), 17 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-15); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SOXX
ISHARES TR		ISHARES SEMICDTR1,4771,367-110$485,425$875,907+$390,4822026-08-14
Q2 2026VTV
VANGUARD INDEX FDS		VALUE ETF13,48813,484-4$2,646,268$2,938,499+$292,2312026-08-14
Q2 2026VHT
VANGUARD WORLD FD		HEALTH CAR ETF7,9407,797-143$2,162,313$2,331,286+$168,9732026-08-14
Q2 2026VOE
VANGUARD INDEX FDS		MCAP VL IDXVIP17,83717,107-730$3,286,973$3,380,424+$93,4512026-08-14
Q2 2026FTEC
FIDELITY COVINGTON TRUST		MSCI INFO TECH I1,4241,314-110$296,346$375,366+$79,0202026-08-14
Q2 2026VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD17,48416,824-660$2,589,386$2,658,647+$69,2612026-08-14
Q2 2026VBK
VANGUARD INDEX FDS		SML CP GRW ETF1,4051,345-60$424,661$491,867+$67,2062026-08-14
Q2 2026VEU
VANGUARD INTL EQUITY INDEX F		ALLWRLD EX US11,43311,008-425$858,618$921,920+$63,3022026-08-14
Q2 2026VBR
VANGUARD INDEX FDS		SM CP VAL ETF2,3002,260-40$499,675$549,157+$49,4822026-08-14
Q2 2026XCOR
FUNDX INVT TR		FUNDX ETF3,2593,084-175$249,795$279,406+$29,6112026-08-14
Q2 2026DGRO
ISHARES TR		CORE DIV GRWTH3,5983,098-500$252,527$234,818-$17,7092026-08-14
Q1 2026DGRO
ISHARES TR		CORE DIV GRWTH8,0983,598-4,500$562,182$252,527-$309,6552026-05-15
Q1 2026VHT
VANGUARD WORLD FD		HEALTH CAR ETF8,4277,940-487$2,425,672$2,162,313-$263,3592026-05-15
Q1 2026VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF12,04211,482-560$2,646,575$2,469,403-$177,1722026-05-15
Q1 2026VUG
VANGUARD INDEX FDS		GROWTH ETF2,0892,038-51$1,019,235$890,003-$129,2322026-05-15
Q1 2026VTV
VANGUARD INDEX FDS		VALUE ETF14,39313,488-905$2,748,834$2,646,268-$102,5662026-05-15
Q1 2026FTEC
FIDELITY COVINGTON TRUST		MSCI INFO TECH I1,6741,424-250$376,187$296,346-$79,8412026-05-15
Q1 2026SOXX
ISHARES TR		ISHARES SEMICDTR1,8771,477-400$565,253$485,425-$79,8282026-05-15
Q1 2026QQQ
INVESCO QQQ TR		UNIT SER 1980959-21$601,750$553,733-$48,0172026-05-15
Q1 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT926901-25$631,162$585,656-$45,5062026-05-15
Q1 2026VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD18,26717,484-783$2,621,631$2,589,386-$32,2452026-05-15
Q1 2026VEU
VANGUARD INTL EQUITY INDEX F		ALLWRLD EX US11,53311,433-100$848,367$858,618+$10,2512026-05-15
Q1 2026VBR
VANGUARD INDEX FDS		SM CP VAL ETF2,3252,300-25$492,412$499,675+$7,2632026-05-15
Q1 2026VOE
VANGUARD INDEX FDS		MCAP VL IDXVIP18,53117,837-694$3,286,837$3,286,973+$1362026-05-15
Q4 2025VUG
VANGUARD INDEX FDS		GROWTH ETF2,1782,089-89$1,044,759$1,019,235-$25,5242026-02-17
Q4 2025QQQ
INVESCO QQQ TR		UNIT SER 11,010980-30$606,326$601,750-$4,5762026-02-17
Q3 2025VEU
VANGUARD INTL EQUITY INDEX F		ALLWRLD EX US8,8827,803-1,079$597,053$556,900-$40,1532025-11-12
Q2 2025VHT
VANGUARD WORLD FD		HEALTH CAR ETF5,7515,192-559$1,522,536$1,289,413-$233,1232025-08-12
Q2 2025VOE
VANGUARD INDEX FDS		MCAP VL IDXVIP15,06613,956-1,110$2,418,644$2,295,151-$123,4932025-08-12
Q2 2025VTV
VANGUARD INDEX FDS		VALUE ETF10,4459,610-835$1,804,350$1,698,554-$105,7962025-08-12
Q2 2025VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF8,5347,742-792$1,655,556$1,584,603-$70,9532025-08-12
Q2 2025VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD15,30714,339-968$1,974,018$1,911,595-$62,4232025-08-12
Q2 2025VUG
VANGUARD INDEX FDS		GROWTH ETF1,1411,076-65$423,145$471,765+$48,6202025-08-12
Q2 2025VEU
VANGUARD INTL EQUITY INDEX F		ALLWRLD EX US9,2748,882-392$562,582$597,053+$34,4712025-08-12
Q2 2025SPY
SPDR S&P 500 ETF TR		TR UNIT961925-36$537,574$571,267+$33,6932025-08-12
Q4 2024VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF8,5597,960-599$1,695,192$1,558,889-$136,3032025-02-05
Q4 2024VTV
VANGUARD INDEX FDS		VALUE ETF10,2399,822-417$1,787,345$1,662,860-$124,4852025-02-05
Q4 2024VEU
VANGUARD INTL EQUITY INDEX F		ALLWRLD EX US9,6549,271-383$608,198$532,252-$75,9462025-02-05
Q4 2024SGOV
ISHARES TR		0-3 MNTH TREASRY2,8002,400-400$282,016$240,768-$41,2482025-02-05
Q4 2024VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD14,35414,204-150$1,840,140$1,812,283-$27,8572025-02-05
Q4 2024SPY
SPDR S&P 500 ETF TR		TR UNIT773748-25$443,435$438,649-$4,7862025-02-05
Q4 2024QQQ
INVESCO QQQ TR		UNIT SER 1590565-25$287,785$288,998+$1,2132025-02-05
Q3 2024VOE
VANGUARD INDEX FDS		MCAP VL IDXVIP14,52814,079-449$2,185,398$2,360,709+$175,3112024-11-13
Q3 2024VTV
VANGUARD INDEX FDS		VALUE ETF10,49110,239-252$1,682,819$1,787,345+$104,5262024-11-13
Q3 2024VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD14,66414,354-310$1,739,199$1,840,140+$100,9412024-11-13
Q3 2024VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF8,9748,559-415$1,638,234$1,695,192+$56,9582024-11-13
Q3 2024VHT
VANGUARD WORLD FD		HEALTH CAR ETF5,3475,115-232$1,422,395$1,443,536+$21,1412024-11-13
Q3 2024VUG
VANGUARD INDEX FDS		GROWTH ETF944939-5$353,041$360,317+$7,2762024-11-13
Q3 2024QQQ
INVESCO QQQ TR		UNIT SER 1609590-19$291,898$287,785-$4,1132024-11-13
Q2 2024VEU
VANGUARD INTL EQUITY INDEX F		ALLWRLD EX US11,6949,650-2,044$685,831$565,861-$119,9702024-08-08
Q1 2024VTV
VANGUARD INDEX FDS		VALUE ETF10,21110,176-35$1,526,520$1,657,211+$130,6912024-05-10
Q1 2024VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF8,8318,798-33$1,504,834$1,606,582+$101,7482024-05-10
Q1 2024VHT
VANGUARD WORLD FD		HEALTH CAR ETF5,2385,215-23$1,313,267$1,410,857+$97,5902024-05-10
Q1 2024SPY
SPDR S&P 500 ETF TR		TR UNIT791772-19$375,919$403,623+$27,7042024-05-10
Q2 2016POWERSHARES ETF TRUST
CUSIP 73935X583		FTSE RAFI 10006,7605,000-1,760$617,000$453,000-$164,0002016-08-15
Q2 2016VOE
VANGUARD INDEX FDS		MCAP VL IDXVIP7,9806,416-1,564$733,000$572,000-$161,0002016-08-15
Q2 2016VIG
VANGUARD SPECIALIZED PORTFOL		DIV APP ETF10,5058,575-1,930$845,000$714,000-$131,0002016-08-15
Q2 2016VTV
VANGUARD INDEX FDS		VALUE ETF8,8518,216-635$741,000$698,000-$43,0002016-08-15
Q1 2016VEU
VANGUARD INTL EQUITY INDEX F		ALLWRLD EX US9,3685,351-4,017$407,000$261,000-$146,0002016-05-16
Q1 2016VYM
VANGUARD WHITEHALL FDS INC		HIGH DIV YLD8,9917,594-1,397$600,000$519,000-$81,0002016-05-16
Q1 2016VTV
VANGUARD INDEX FDS		VALUE ETF9,8868,851-1,035$806,000$741,000-$65,0002016-05-16
Q4 2015USMV
ISHARES TR		USA MIN VOL ETF25,00020,000-5,000$990,000$836,000-$154,0002016-02-16
Q4 2015VOE
VANGUARD INDEX FDS		MCAP VL IDXVIP7,7666,428-1,338$646,000$552,000-$94,0002016-02-16
Q4 2015VYM
VANGUARD WHITEHALL FDS INC		HIGH DIV YLD10,0588,991-1,067$630,000$600,000-$30,0002016-02-16
Q4 2015VIG
VANGUARD SPECIALIZED PORTFOL		DIV APP ETF10,58510,199-386$781,000$793,000+$12,0002016-02-16
Q4 2015VEU
VANGUARD INTL EQUITY INDEX F		ALLWRLD EX US9,6329,368-264$411,000$407,000-$4,0002016-02-16
Q4 2015VTV
VANGUARD INDEX FDS		VALUE ETF10,4709,886-584$804,000$806,000+$2,0002016-02-16
Q3 2015USMV
ISHARES TR		USA MIN VOL ETF32,90025,000-7,900$1,327,000$990,000-$337,0002015-11-16
Q3 2015VTV
VANGUARD INDEX FDS		VALUE ETF10,90410,470-434$909,000$804,000-$105,0002015-11-16
Q3 2015VOE
VANGUARD INDEX FDS		MCAP VL IDXVIP7,9807,766-214$723,000$646,000-$77,0002015-11-16
Q2 2015VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS1,4001,200-200$265,000$227,000-$38,0002015-08-14

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