CIBC Private Wealth Group LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 18 quarters from 2014-03-31 to 2025-12-31, CIBC Private Wealth Group LLC opened 2,083 positions, added to 1,775, reduced 1,599 and sold out of 1,467.
- Q4 2025: Stock SPY; Country of operation —; Class TR UNIT; Shares before 227,011.
- Q4 2025: Stock SGOV; Country of operation —; Class 0-3 MNTH TREASRY; Shares before 1,806,261.
- Q4 2025: Stock IWF; Country of operation —; Class RUS 1000 GRW ETF; Shares before 942,196.
- Q4 2025: Stock VO; Country of operation —; Class MID CAP ETF; Shares before 1,850,065.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1298088), 18 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-24); 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 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-09); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-11); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-10); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-12); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-11); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-12); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-12); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-13). 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 2004-06-30. 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).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2025 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 227,011 | 644,146 | +417,135 | $151,230,351 | $439,256,195 | +$288,025,844 | 2026-02-12 |
|---|
| Q4 2025 | SGOV
ISHARES TR | | 0-3 MNTH TREASRY | 1,806,261 | 4,141,877 | +2,335,616 | $181,890,474 | $415,761,653 | +$233,871,179 | 2026-02-12 |
|---|
| Q4 2025 | IWF
ISHARES TR | | RUS 1000 GRW ETF | 942,196 | 1,190,695 | +248,499 | $441,333,925 | $563,556,087 | +$122,222,162 | 2026-02-12 |
|---|
| Q4 2025 | VO
VANGUARD INDEX FDS | | MID CAP ETF | 1,850,065 | 2,185,156 | +335,091 | $543,438,072 | $634,175,855 | +$90,737,783 | 2026-02-12 |
|---|
| Q4 2025 | IWP
ISHARES TR | | RUS MD CP GR ETF | 642,422 | 1,309,901 | +667,479 | $91,487,252 | $179,377,811 | +$87,890,559 | 2026-02-12 |
|---|
| Q4 2025 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 822,690 | 941,501 | +118,811 | $503,799,034 | $590,443,482 | +$86,644,448 | 2026-02-12 |
|---|
| Q4 2025 | ACWX
ISHARES TR | | MSCI ACWI EX US | 12,689 | 1,294,483 | +1,281,794 | $824,912 | $86,898,644 | +$86,073,732 | 2026-02-12 |
|---|
| Q4 2025 | IWB
ISHARES TR | | RUS 1000 ETF | 364,064 | 552,047 | +187,983 | $133,058,268 | $206,156,414 | +$73,098,146 | 2026-02-12 |
|---|
| Q4 2025 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 4,697,113 | 5,308,961 | +611,848 | $281,451,044 | $331,650,755 | +$50,199,711 | 2026-02-12 |
|---|
| Q4 2025 | VOT
VANGUARD INDEX FDS | | MCAP GR IDXVIP | 22,433 | 174,148 | +151,715 | $6,590,686 | $48,611,767 | +$42,021,081 | 2026-02-12 |
|---|
| Q4 2025 | VB
VANGUARD INDEX FDS | | SMALL CP ETF | 1,269,344 | 1,397,042 | +127,698 | $322,768,910 | $360,366,896 | +$37,597,986 | 2026-02-12 |
|---|
| Q4 2025 | VOE
VANGUARD INDEX FDS | | MCAP VL IDXVIP | 29,750 | 193,521 | +163,771 | $5,193,765 | $34,324,853 | +$29,131,088 | 2026-02-12 |
|---|
| Q4 2025 | CGDV
CAPITAL GROUP DIVIDEND VALUE | | SHS CREATION UNI | 108,084 | 765,786 | +657,702 | $4,542,771 | $33,418,905 | +$28,876,134 | 2026-02-12 |
|---|
| Q4 2025 | VONG
VANGUARD SCOTTSDALE FDS | | VNG RUS1000GRW | 10,447 | 224,998 | +214,551 | $1,258,909 | $27,393,506 | +$26,134,597 | 2026-02-12 |
|---|
| Q4 2025 | IWR
ISHARES TR | | RUS MID CAP ETF | 2,960,600 | 3,149,600 | +189,000 | $285,845,970 | $303,211,964 | +$17,365,994 | 2026-02-12 |
|---|
| Q4 2025 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 377,069 | 452,511 | +75,442 | $71,530,003 | $86,683,000 | +$15,152,997 | 2026-02-12 |
|---|
| Q4 2025 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 640,622 | 689,771 | +49,149 | $155,004,901 | $169,793,939 | +$14,789,038 | 2026-02-12 |
|---|
| Q4 2025 | EFA
ISHARES TR | | MSCI EAFE ETF | 1,272,311 | 1,386,144 | +113,833 | $118,795,679 | $133,111,370 | +$14,315,691 | 2026-02-12 |
|---|
| Q4 2025 | IGF
ISHARES TR | | GLB INFRASTR ETF | 205,666 | 420,094 | +214,428 | $12,570,312 | $25,776,943 | +$13,206,631 | 2026-02-12 |
|---|
| Q4 2025 | VONV
VANGUARD SCOTTSDALE FDS | | VNG RUS1000VAL | 1,067 | 142,348 | +141,281 | $95,358 | $13,138,720 | +$13,043,362 | 2026-02-12 |
|---|
| Q4 2025 | IEFA
ISHARES TR | | CORE MSCI EAFE | 70,344 | 206,584 | +136,240 | $6,141,691 | $18,480,963 | +$12,339,272 | 2026-02-12 |
|---|
| Q4 2025 | PAVE
GLOBAL X FDS | | US INFR DEV ETF | 3,422,644 | 3,652,125 | +229,481 | $163,020,528 | $174,535,047 | +$11,514,519 | 2026-02-12 |
|---|
| Q4 2025 | IJR
ISHARES TR | | CORE S&P SCP ETF | 154,067 | 246,674 | +92,607 | $18,307,773 | $29,645,228 | +$11,337,455 | 2026-02-12 |
|---|
| Q4 2025 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 379,055 | 404,365 | +25,310 | $124,394,353 | $135,571,369 | +$11,177,016 | 2026-02-12 |
|---|
| Q4 2025 | IVV
ISHARES TR | | CORE S&P500 ETF | 426,194 | 430,620 | +4,426 | $285,251,597 | $294,948,963 | +$9,697,366 | 2026-02-12 |
|---|
| Q4 2025 | GVI
ISHARES TR | | INTRM GOV CR ETF | 1,177,859 | 1,263,682 | +85,823 | $126,545,635 | $135,656,245 | +$9,110,610 | 2026-02-12 |
|---|
| Q4 2025 | VTV
VANGUARD INDEX FDS | | VALUE ETF | 952,759 | 972,047 | +19,288 | $177,679,976 | $185,651,188 | +$7,971,212 | 2026-02-12 |
|---|
| Q4 2025 | VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 2,737,361 | 2,897,248 | +159,887 | $148,310,245 | $155,756,054 | +$7,445,809 | 2026-02-12 |
|---|
| Q4 2025 | VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | 10,855 | 43,750 | +32,895 | $2,265,451 | $9,265,806 | +$7,000,355 | 2026-02-12 |
|---|
| Q4 2025 | VBK
VANGUARD INDEX FDS | | SML CP GRW ETF | 54,603 | 75,583 | +20,980 | $16,250,890 | $22,834,417 | +$6,583,527 | 2026-02-12 |
|---|
| Q4 2025 | VXF
VANGUARD INDEX FDS | | EXTEND MKT ETF | 92,761 | 118,093 | +25,332 | $19,418,648 | $24,695,695 | +$5,277,047 | 2026-02-12 |
|---|
| Q4 2025 | ACES
ALPS ETF TR | | CLEAN ENERGY | 1,139,622 | 1,262,174 | +122,552 | $36,399,512 | $40,919,694 | +$4,520,182 | 2026-02-12 |
|---|
| Q4 2025 | IWS
ISHARES TR | | RUS MDCP VAL ETF | 134,156 | 163,760 | +29,604 | $18,737,558 | $23,098,348 | +$4,360,790 | 2026-02-12 |
|---|
| Q4 2025 | ISHG
ISHARES TR | | 3YRTB ETF | 76,229 | 127,125 | +50,896 | $5,807,125 | $9,564,913 | +$3,757,788 | 2026-02-12 |
|---|
| Q4 2025 | IWD
ISHARES TR | | RUS 1000 VAL ETF | 184,923 | 195,334 | +10,411 | $37,648,391 | $41,086,509 | +$3,438,118 | 2026-02-12 |
|---|
| Q4 2025 | EEM
ISHARES TR | | MSCI EMG MKT ETF | 565,456 | 614,394 | +48,938 | $30,195,293 | $33,613,484 | +$3,418,191 | 2026-02-12 |
|---|
| Q4 2025 | IUSV
ISHARES TR | | CORE S&P US VLU | 4,228 | 36,745 | +32,517 | $422,589 | $3,767,832 | +$3,345,243 | 2026-02-12 |
|---|
| Q4 2025 | IJH
ISHARES TR | | CORE S&P MCP ETF | 511,429 | 547,485 | +36,056 | $33,375,859 | $36,134,031 | +$2,758,172 | 2026-02-12 |
|---|
| Q4 2025 | FNDE
SCHWAB STRATEGIC TR | | FUNDAMENTAL EMER | 10,465 | 83,732 | +73,267 | $378,432 | $3,019,393 | +$2,640,961 | 2026-02-12 |
|---|
| Q4 2025 | IBIT
ISHARES BITCOIN TRUST ETF | | SHS BEN INT | 122,385 | 211,113 | +88,728 | $7,955,025 | $10,481,760 | +$2,526,735 | 2026-02-12 |
|---|
| Q4 2025 | BKLN
INVESCO EXCH TRADED FD TR II | | SR LN ETF | 1,545,493 | 1,631,695 | +86,202 | $32,347,163 | $34,265,598 | +$1,918,435 | 2026-02-12 |
|---|
| Q4 2025 | EWY
ISHARES INC | | MSCI STH KOR ETF | 105,265 | 105,286 | +21 | $8,431,727 | $10,235,875 | +$1,804,148 | 2026-02-12 |
|---|
| Q4 2025 | MBB
ISHARES TR | | MBS ETF | 236,774 | 253,453 | +16,679 | $22,529,027 | $24,133,747 | +$1,604,720 | 2026-02-12 |
|---|
| Q4 2025 | IVOO
VANGUARD ADMIRAL FDS INC | | MIDCP 400 IDX | 240 | 13,660 | +13,420 | $26,491 | $1,527,188 | +$1,500,697 | 2026-02-12 |
|---|
| Q4 2025 | VIOV
VANGUARD ADMIRAL FDS INC | | SMLCP 600 VAL | 3,313 | 17,931 | +14,618 | $315,473 | $1,752,944 | +$1,437,471 | 2026-02-12 |
|---|
| Q4 2025 | VTIP
VANGUARD MALVERN FDS | | STRM INFPROIDX | 3,890 | 28,868 | +24,978 | $196,951 | $1,427,811 | +$1,230,860 | 2026-02-12 |
|---|
| Q4 2025 | HYS
PIMCO ETF TR | | 0-5 HIGH YIELD | 13,230 | 26,298 | +13,068 | $1,265,811 | $2,493,567 | +$1,227,756 | 2026-02-12 |
|---|
| Q4 2025 | IVW
ISHARES TR | | S&P 500 GRWT ETF | 78,944 | 87,141 | +8,197 | $9,530,140 | $10,741,033 | +$1,210,893 | 2026-02-12 |
|---|
| Q4 2025 | EFV
ISHARES TR | | EAFE VALUE ETF | 7,345 | 22,668 | +15,323 | $498,199 | $1,618,700 | +$1,120,501 | 2026-02-12 |
|---|
| Q4 2025 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 40,185 | 41,799 | +1,614 | $19,273,214 | $20,392,304 | +$1,119,090 | 2026-02-12 |
|---|
| Q4 2025 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 35,147 | 48,182 | +13,035 | $2,581,911 | $3,634,869 | +$1,052,958 | 2026-02-12 |
|---|
| Q4 2025 | IEMG
ISHARES INC | | CORE MSCI EMKT | 46,315 | 60,398 | +14,083 | $3,053,082 | $4,059,925 | +$1,006,843 | 2026-02-12 |
|---|
| Q4 2025 | VGK
VANGUARD INTL EQUITY INDEX F | | FTSE EUROPE ETF | 30,402 | 40,919 | +10,517 | $2,426,070 | $3,421,269 | +$995,199 | 2026-02-12 |
|---|
| Q4 2025 | VTEB
VANGUARD MUN BD FDS | | TAX EXEMPT BD | 22,391 | 41,332 | +18,941 | $1,121,110 | $2,078,563 | +$957,453 | 2026-02-12 |
|---|
| Q4 2025 | FNDF
SCHWAB STRATEGIC TR | | FUNDAMENTAL INTL | 19,005 | 38,993 | +19,988 | $816,455 | $1,762,874 | +$946,419 | 2026-02-12 |
|---|
| Q4 2025 | MGK
VANGUARD WORLD FD | | MEGA GRWTH IND | 11,249 | 13,232 | +1,983 | $4,526,740 | $5,461,803 | +$935,063 | 2026-02-12 |
|---|
| Q4 2025 | IMCG
ISHARES TR | | MRGSTR MD CP GRW | 5,907 | 16,717 | +10,810 | $488,709 | $1,334,707 | +$845,998 | 2026-02-12 |
|---|
| Q4 2025 | GSEW
GOLDMAN SACHS ETF TR | | EQUAL WEIGHT US | 51 | 8,318 | +8,267 | $4,331 | $708,030 | +$703,699 | 2026-02-12 |
|---|
| Q4 2025 | PXF
INVESCO EXCH TRADED FD TR II | | RAFI DVLPD MRKTS | 131,755 | 133,360 | +1,605 | $8,060,112 | $8,741,081 | +$680,969 | 2026-02-12 |
|---|
| Q4 2025 | VNQ
VANGUARD INDEX FDS | | REAL ESTATE ETF | 59,799 | 69,012 | +9,213 | $5,466,849 | $6,106,844 | +$639,995 | 2026-02-12 |
|---|
| Q4 2025 | IBB
ISHARES TR | | ISHARES BIOTECH | 20,860 | 21,114 | +254 | $3,011,528 | $3,563,408 | +$551,880 | 2026-02-12 |
|---|
| Q4 2025 | FNDC
SCHWAB STRATEGIC TR | | FUNDAMENTAL INTL | 781 | 13,036 | +12,255 | $34,762 | $580,754 | +$545,992 | 2026-02-12 |
|---|
| Q4 2025 | REET
ISHARES TR | | GLOBAL REIT ETF | 103,843 | 127,989 | +24,146 | $2,654,227 | $3,193,326 | +$539,099 | 2026-02-12 |
|---|
| Q4 2025 | VEU
VANGUARD INTL EQUITY INDEX F | | ALLWRLD EX US | 103,707 | 107,908 | +4,201 | $7,401,590 | $7,937,722 | +$536,132 | 2026-02-12 |
|---|
| Q4 2025 | SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 104,863 | 123,188 | +18,325 | $2,441,206 | $2,961,448 | +$520,242 | 2026-02-12 |
|---|
| Q4 2025 | IWV
ISHARES TR | | RUSSELL 3000 ETF | 31,686 | 32,369 | +683 | $12,007,019 | $12,521,987 | +$514,968 | 2026-02-12 |
|---|
| Q4 2025 | QQQM
INVESCO EXCH TRADED FD TR II | | NASDAQ 100 ETF | 1,552 | 3,510 | +1,958 | $383,591 | $887,712 | +$504,121 | 2026-02-12 |
|---|
| Q4 2025 | SUB
ISHARES TR | | SHRT NAT MUN ETF | 221,047 | 225,669 | +4,622 | $23,603,361 | $24,078,882 | +$475,521 | 2026-02-12 |
|---|
| Q4 2025 | AVUV
AMERICAN CENTY ETF TR | | US SML CP VALU | 2,712 | 7,258 | +4,546 | $269,926 | $740,128 | +$470,202 | 2026-02-12 |
|---|
| Q4 2025 | AIA
ISHARES TR | | ASIA 50 ETF | 823 | 4,969 | +4,146 | $77,856 | $484,521 | +$406,665 | 2026-02-12 |
|---|
| Q4 2025 | VGT
VANGUARD WORLD FD | | INF TECH ETF | 13,004 | 13,367 | +363 | $9,709,257 | $10,075,914 | +$366,657 | 2026-02-12 |
|---|
| Q4 2025 | GBTC
GRAYSCALE BITCOIN TRUST ETF | United States | SHS REP COM UT | 24,781 | 27,281 | +2,500 | $2,224,590 | $1,864,929 | -$359,661 | 2026-02-12 |
|---|
| Q4 2025 | AMLP
ALPS ETF TR | | ALERIAN MLP | 30,351 | 37,917 | +7,566 | $1,424,372 | $1,782,842 | +$358,470 | 2026-02-12 |
|---|
| Q4 2025 | MUB
ISHARES TR | | NATIONAL MUN ETF | 125,920 | 128,303 | +2,383 | $13,409,262 | $13,742,531 | +$333,269 | 2026-02-12 |
|---|
| Q4 2025 | VSS
VANGUARD INTL EQUITY INDEX F | | FTSE SMCAP ETF | 15,073 | 17,165 | +2,092 | $2,148,635 | $2,460,286 | +$311,651 | 2026-02-12 |
|---|
| Q4 2025 | ESGE
ISHARES INC | | ESG AWR MSCI EM | 262 | 6,728 | +6,466 | $11,383 | $297,183 | +$285,800 | 2026-02-12 |
|---|
| Q4 2025 | QCLN
FIRST TR EXCHANGE-TRADED FD | | NAS CLNEDG GREEN | 90,031 | 90,880 | +849 | $3,777,701 | $4,052,557 | +$274,856 | 2026-02-12 |
|---|
| Q4 2025 | IGSB
ISHARES TR | | ISHS 1-5YR INVS | 232,140 | 237,615 | +5,475 | $12,310,389 | $12,565,062 | +$254,673 | 2026-02-12 |
|---|
| Q4 2025 | BINC
BLACKROCK ETF TRUST II | | ISHARES FLEXIBLE | 38,775 | 43,303 | +4,528 | $2,064,381 | $2,285,099 | +$220,718 | 2026-02-12 |
|---|
| Q4 2025 | IIM
INVESCO VALUE MUN INCOME TR | | COM | 6,682 | 24,324 | +17,642 | $83,859 | $299,672 | +$215,813 | 2026-02-12 |
|---|
| Q4 2025 | BITB
BITWISE BITCOIN ETF TR | United States | SHS BEN INT | 18,733 | 19,993 | +1,260 | $1,165,567 | $950,867 | -$214,700 | 2026-02-12 |
|---|
| Q4 2025 | HODL
VANECK BITCOIN ETF | United States | SH BEN INT | 574 | 8,975 | +8,401 | $18,580 | $221,952 | +$203,372 | 2026-02-12 |
|---|
| Q4 2025 | IUSG
ISHARES TR | | CORE S&P US GWT | 4,333 | 5,443 | +1,110 | $712,952 | $914,109 | +$201,157 | 2026-02-12 |
|---|
| Q4 2025 | XCEM
COLUMBIA ETF TR II | | EM CORE EX ETF | 34,678 | 37,955 | +3,277 | $1,259,852 | $1,455,954 | +$196,102 | 2026-02-12 |
|---|
| Q4 2025 | VOOG
VANGUARD ADMIRAL FDS INC | | 500 GRTH IDX F | 593 | 1,008 | +415 | $258,015 | $448,189 | +$190,174 | 2026-02-12 |
|---|
| Q4 2025 | FNDX
SCHWAB STRATEGIC TR | | FUNDAMENTAL US L | 80,306 | 84,475 | +4,169 | $2,112,060 | $2,298,565 | +$186,505 | 2026-02-12 |
|---|
| Q4 2025 | FGD
FIRST TR EXCHANGE-TRADED FD | | DJ GLBL DIVID | 17,674 | 22,756 | +5,082 | $508,119 | $688,813 | +$180,694 | 2026-02-12 |
|---|
| Q4 2025 | PICK
ISHARES INC | | MSCI GBL ETF NEW | 1,840 | 5,105 | +3,265 | $81,880 | $262,091 | +$180,211 | 2026-02-12 |
|---|
| Q4 2025 | GDXJ
VANECK ETF TRUST | | JUNIOR GOLD MINE | 550 | 2,050 | +1,500 | $54,467 | $233,249 | +$178,782 | 2026-02-12 |
|---|
| Q4 2025 | DFAX
DIMENSIONAL ETF TRUST | | WORLD EX US CORE | 16,543 | 20,959 | +4,416 | $519,108 | $685,996 | +$166,888 | 2026-02-12 |
|---|
| Q4 2025 | AIQ
GLOBAL X FDS | | ARTIFICIAL ETF | 8,786 | 11,812 | +3,026 | $433,942 | $600,771 | +$166,829 | 2026-02-12 |
|---|
| Q4 2025 | GSLC
GOLDMAN SACHS ETF TR | | ACTIVEBETA US LG | 4,606 | 5,776 | +1,170 | $600,070 | $764,569 | +$164,499 | 2026-02-12 |
|---|
| Q4 2025 | STIP
ISHARES TR | | 0-5 YR TIPS ETF | 7,440 | 9,072 | +1,632 | $768,998 | $928,882 | +$159,884 | 2026-02-12 |
|---|
| Q4 2025 | DFAC
DIMENSIONAL ETF TRUST | | US CORE EQUITY 2 | 24,325 | 27,667 | +3,342 | $938,196 | $1,095,317 | +$157,121 | 2026-02-12 |
|---|
| Q4 2025 | MGC
VANGUARD WORLD FD | | MEGA CAP INDEX | 327 | 932 | +605 | $79,817 | $234,103 | +$154,286 | 2026-02-12 |
|---|
| Q4 2025 | DSI
ISHARES TR | | ESG MSCI KLD 400 | 11,370 | 12,308 | +938 | $1,432,052 | $1,585,640 | +$153,588 | 2026-02-12 |
|---|
| Q4 2025 | ITA
ISHARES TR | | US AER DEF ETF | 8,005 | 8,513 | +508 | $1,675,171 | $1,827,702 | +$152,531 | 2026-02-12 |
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| Q4 2025 | GMF
SPDR INDEX SHS FDS | | ASIA PACIF ETF | 1,830 | 2,855 | +1,025 | $254,401 | $396,188 | +$141,787 | 2026-02-12 |
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| Q4 2025 | MGV
VANGUARD WORLD FD | | MEGA CAP VAL ETF | 11,978 | 12,683 | +705 | $1,649,782 | $1,790,270 | +$140,488 | 2026-02-12 |
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| Q4 2025 | IYY
ISHARES TR | | DOW JONES US ETF | 6,930 | 7,637 | +707 | $1,125,903 | $1,266,293 | +$140,390 | 2026-02-12 |
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