United Community Bank ETFs

United Community Bank

$268 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FNCL Fidelity Covington Tr Msci Fin	$0	$40.5 Million 0.02% of portfolio	582	Q3 2023 New
VEA Vanguard Ftse Developed Market	$0	$32.5 Million 0.01% of portfolio	640	Q1 2025 Added 350.7%
VPU Vanguard Utilities ETF	$0	$32.5 Million 0.01% of portfolio	190	Q3 2023 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$26.7 Million 0.01% of portfolio	649	Q1 2025 New
VGLT Vanguard Long Term Treasury Et	$0	$23.5 Million 0.01% of portfolio	408	Q3 2024 Reduced 92.72%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$23 Million 0.01% of portfolio	500	Q2 2024 Reduced 50.0%
AOM Ishares Tr Core Moderate Alloc	$0	$21.9 Million 0.01% of portfolio	500	Q2 2024 New
DES Wisdomtree Tr U.S. Smallcap Di	$0	$21.2 Million 0.01% of portfolio	662	Q1 2024 Reduced 70.98%
IBDT Ishares Tr Ibonds Dec 2028 Ter	$0	$20.1 Million 0.01% of portfolio	795	Q1 2025 New
IBDX Ishares Tr Ibonds Dec 2032 Ter	$0	$20 Million 0.01% of portfolio	800	Q1 2025 New
VIG Vanguard Dividend Appreciation	$0	$20 Million 0.01% of portfolio	103	Q3 2023 New
LQD Ishares Iboxx $ Investment Gra	$0	$19.7 Million 0.01% of portfolio	181	Q4 2024 Reduced 34.66%
DFAT Dimensional ETF Tr U S Target	$0	$19.4 Million 0.01% of portfolio	377	Q1 2025 New
DEM Wisdomtree Tr Emerging Mkts Hi	$0	$17.9 Million 0.01% of portfolio	425	Q1 2024 Reduced 62.95%
IWP Ishares Russell Mid Cap Growth	$0	$17.5 Million 0.01% of portfolio	149	Q4 2024 New
VHT Vanguard Health Care ETF	$0	$17.5 Million 0.01% of portfolio	66	Q3 2023 New
KRE Spdr S&P Regional Banking ETF	$0	$16.7 Million 0.01% of portfolio	294	Q4 2024 New
XLU Utilities Sector Spdr	$0	$15.8 Million 0.01% of portfolio	200	Q1 2025 Reduced 30.07%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$15.4 Million 0.01% of portfolio	311	Q1 2024 Reduced 77.79%
BND Vanguard Bd Index Fd Inc Total	$0	$15.2 Million 0.01% of portfolio	207	Q2 2024 Reduced 29.83%
XLC Select Sector Spdr Tr Communic	$0	$12 Million 0.0% of portfolio	124	Q1 2025 Reduced 72.38%
XLB Select Sector Spdr Fd Material	$0	$9.54 Million 0.0% of portfolio	111	Q1 2025 Reduced 38.33%
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$9.33 Million 0.0% of portfolio	115	Q1 2024 Reduced 66.67%
ONEQ Fidelity Nasdaq Composite Inde	$0	$5.11 Million 0.0% of portfolio	75	Q4 2024 New

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