1620 Investment Advisors, Inc. ETFs

1620 Investment Advisors, Inc.

$125 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$30,000 0.02% of portfolio	591	Q1 2025 Reduced 25.28%
JNK Spdr Bloomberg High Yield Bond	$0	$29,000 0.02% of portfolio	305	Q4 2024 New
SHM Spdr Nuveen Bloomberg Short Te	$0	$28,000 0.02% of portfolio	600	Q4 2024 New
FLRN Spdr Bloomberg Investment Grad	$0	$26,000 0.02% of portfolio	874	Q1 2025 Reduced 9.99%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$26,000 0.02% of portfolio	510	Q4 2024 Reduced 24.44%
VIG Vanguard Dividend Appreciation	$0	$25,000 0.02% of portfolio	140	Q2 2024 New
IVV Ishares Core S&P 500 ETF	$0	$24,000 0.02% of portfolio	43	Q3 2024 Reduced 34.85%
VOOV Vanguard S&P 500 Value ETF	$0	$23,000 0.02% of portfolio	130	Q1 2025 New
JEPI J P Morgan Exchange Traded Fd	$0	$20,000 0.02% of portfolio	360	Q1 2025 Added 44.0%
SPAB Spdr Portfolio Aggregate Bond	$0	$20,000 0.02% of portfolio	813	Q4 2024 New
DFIV Dimensional ETF Tr	$0	$20,000 0.02% of portfolio	520	Q4 2024 New
SCHO Schwab Short Term Us Treasury	$0	$19,000 0.02% of portfolio	800	Q1 2025 Reduced 15.79%
IVLU Ishares Tr Edge Msci Intl Valu	$0	$19,000 0.02% of portfolio	649	Q4 2024 New
VYM Vanguard Whitehall Fds (Vangua	$0	$18,000 0.01% of portfolio	147	Q2 2024 New
GNR Spdr S&P Global Natural Resour	$0	$18,000 0.01% of portfolio	342	Q2 2024 New
IVW Ishares S&P 500 Growth ETF	$0	$15,000 0.01% of portfolio	170	Q3 2024 Reduced 53.93%
USFR Wisdomtree Floating Rate Treas	$0	$14,000 0.01% of portfolio	282	Q4 2024 New
HAUZ Dbx ETF Tr Xtrackers Internati	$0	$13,000 0.01% of portfolio	681	Q2 2024 New
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$12,000 0.01% of portfolio	124	Q4 2024 New
EBND Spdr Bloomberg Emerging Market	$0	$12,000 0.01% of portfolio	620	Q4 2024 New
VNLA Janus Henderson Short Duration	$0	$12,000 0.01% of portfolio	255	Q4 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$12,000 0.01% of portfolio	147	Q1 2025 Added 13.08%
FNDE Schwab Fundamental Emerging Mk	$0	$11,000 0.01% of portfolio	379	Q2 2024 New
FNDF Schwab Fundamental Intl Large	$0	$11,000 0.01% of portfolio	317	Q2 2024 New
XLU Utilities Sector Spdr	$0	$11,000 0.01% of portfolio	140	Q4 2024 New
SJNK Spdr Bloomberg Short Term High	$0	$11,000 0.01% of portfolio	450	Q4 2024 New
FLTR Vaneck ETF Tr Investment Grade	$0	$10,000 0.01% of portfolio	400	Q4 2024 New
BILS Spdr Bloomberg 3 12 Month T Bi	$0	$9,000 0.01% of portfolio	100	Q4 2024 New
SCHX Schwab Strategic Tr Us Large C	$0	$9,000 0.01% of portfolio	444	Q4 2024 Added 200.0%
SCHH Schwab Strategic U.S. Reit ETF	$0	$9,000 0.01% of portfolio	456	Q2 2024 New
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$9,000 0.01% of portfolio	456	Q4 2024 New
VCIT Vanguard Intermediate Term Cor	$0	$8,000 0.01% of portfolio	100	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$8,000 0.01% of portfolio	78	Q1 2025 Reduced 47.3%
PCEF Invesco Cef Income Composite E	$0	$8,000 0.01% of portfolio	435	Q4 2024 New
IDV Ishares Tr	$0	$7,000 0.01% of portfolio	245	Q2 2024 New
SCHA Schwab Strategic Tr Us Small C	$0	$7,000 0.01% of portfolio	338	Q4 2024 New
HYLB Xtrackers Usd High Yield Corp	$0	$7,000 0.01% of portfolio	206	Q2 2024 New
CWB Spdr Bloomberg Convertible Sec	$0	$7,000 0.01% of portfolio	97	Q4 2024 New
MGK Vanguard Mega Cap Growth ETF	$0	$6,000 0.0% of portfolio	20	Q1 2025 Reduced 77.01%
SPTI Spdr Ser Tr Spdr Portfolio Int	$0	$6,000 0.0% of portfolio	226	Q4 2024 New
FSTA Fidelity Covington Tr Msci Con	$0	$6,000 0.0% of portfolio	118	Q3 2024 Reduced 16.9%
MBB Ishares Tr	$0	$5,000 0.0% of portfolio	60	Q2 2024 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$5,000 0.0% of portfolio	100	Q4 2024 New
PBW Invesco Exchange Traded Fd Tr	$0	$5,000 0.0% of portfolio	351	Q4 2024 New
SPTM Spdr Portfolio S&P 1500 Compos	$0	$5,000 0.0% of portfolio	85	Q1 2025 Reduced 69.09%
FXI Ishares Tr	$0	$4,000 0.0% of portfolio	115	Q4 2024 New
FGD First Tr Exchange Trd Fd Ii Fi	$0	$4,000 0.0% of portfolio	200	Q4 2024 New
SPSB Spdr Portfolio Short Term Corp	$0	$4,000 0.0% of portfolio	150	Q4 2024 New
FTEC Fidelity Covington Tr Msci Inf	$0	$3,000 0.0% of portfolio	20	Q1 2025 New
XLE Energy Sector Spdr	$0	$3,000 0.0% of portfolio	39	Q2 2024 New

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