Valued Wealth Advisors LLC ETFs

Valued Wealth Advisors LLC

$167 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SCHG Schwab Strategic Tr Us Large C	$0	$18.7 Million 0.01% of portfolio	748	Q1 2025 New
SPY Spdr S&P 500 ETF Trust	$0	$17.1 Million 0.01% of portfolio	31	Q1 2025 Reduced 6.06%
VGK Vanguard Ftse Europe ETF Ftse	$0	$17.1 Million 0.01% of portfolio	243	Q1 2025 New
SPYG Spdr Portfolio	$0	$17 Million 0.01% of portfolio	212	Q1 2025 Reduced 54.99%
FTEC Fidelity Covington Tr Msci Inf	$0	$14.5 Million 0.01% of portfolio	90	Q1 2025 New
EQWL Invesco Exchange Traded Fd Tr	$0	$14.1 Million 0.01% of portfolio	137	Q1 2025 New
SCHA Schwab Strategic Tr Us Small C	$0	$13.1 Million 0.01% of portfolio	558	Q1 2025 Added 198.4%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$12.6 Million 0.01% of portfolio	30	Q1 2025 New
XLRE Select Sector Spdr Tr Real Est	$0	$11.1 Million 0.01% of portfolio	266	Q1 2025 New
GLD Spdr Gold Trust	$106B	$10.1 Million 0.01% of portfolio	35	Q4 2024 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$10 Million 0.01% of portfolio	103	Q4 2024 New
FCOM Fidelity Covington Tr Msci Com	$0	$10 Million 0.01% of portfolio	178	Q1 2025 New
IVE Ishares S&P 500 Value ETF	$0	$9.91 Million 0.01% of portfolio	52	Q1 2025 Added 52.94%
XLV Select Sector Spdr Fund Health	$0	$9.49 Million 0.01% of portfolio	65	Q1 2025 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$8.99 Million 0.01% of portfolio	247	Q1 2025 Reduced 66.71%
SPYV Spdr Portfolio S&P 500 Value E	$0	$8.89 Million 0.01% of portfolio	174	Q1 2025 Reduced 54.09%
VBR Vanguard Small Cap Value ETF	$0	$8.88 Million 0.01% of portfolio	48	Q2 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$8.74 Million 0.01% of portfolio	17	Q2 2024 New
SCHP Schwab Strategic Us Tips ETF	$0	$7.91 Million 0.0% of portfolio	294	Q1 2025 New
SCHJ Schwab Strategic Tr 1 5 Yr C	$0	$6.33 Million 0.0% of portfolio	257	Q1 2025 New
JQUA J P Morgan ETF Tr U S Quality	$0	$5.87 Million 0.0% of portfolio	104	Q1 2025 Reduced 4.59%
IYJ Ishares Tr	$0	$5.6 Million 0.0% of portfolio	43	Q2 2024 New
RDVY First Trust Rising Dividend Ac	$0	$5.47 Million 0.0% of portfolio	93	Q4 2024 New
FHLC Fidelity Covington Tr Msci Hea	$0	$5.19 Million 0.0% of portfolio	76	Q1 2025 New
VO Vanguard Mid Cap ETF	$0	$5.17 Million 0.0% of portfolio	20	Q1 2025 New
FNCL Fidelity Covington Tr Msci Fin	$0	$5.08 Million 0.0% of portfolio	73	Q1 2025 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$5.06 Million 0.0% of portfolio	100	Q1 2025 New
VEA Vanguard Ftse Developed Market	$0	$4.88 Million 0.0% of portfolio	96	Q1 2025 New
BWX Spdr Bloomberg International T	$0	$4.81 Million 0.0% of portfolio	220	Q1 2025 New
FSTA Fidelity Covington Tr Msci Con	$0	$4.76 Million 0.0% of portfolio	93	Q1 2025 New
FXL First Tr Exchange Traded Fd Fi	$0	$4.5 Million 0.0% of portfolio	34	Q2 2024 New
RSP Invesco S&P 500 Equal Weight E	$0	$4.33 Million 0.0% of portfolio	25	Q3 2024 Reduced 7.41%
FDIS Fidelity Covington Tr Msci Con	$0	$4.23 Million 0.0% of portfolio	50	Q1 2025 New
ESML Ishares Esg Aware Msci Usa Sma	$0	$3.84 Million 0.0% of portfolio	100	Q4 2024 New
PYZ Invesco Exchange Traded Fd Tr	$0	$3.82 Million 0.0% of portfolio	45	Q1 2025 New
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$3.81 Million 0.0% of portfolio	184	Q1 2025 New
GLDM World Gold Trust	$9.7B	$3.78 Million 0.0% of portfolio	61	Q1 2024 New
SLYG Spdr S&P 600 Small Cap Growth	$0	$3.74 Million 0.0% of portfolio	45	Q1 2025 Reduced 61.86%
EWJ Ishares Msci Japan ETF	$0	$3.63 Million 0.0% of portfolio	53	Q1 2025 New
IEFA Ishares Tr	$0	$3.56 Million 0.0% of portfolio	47	Q1 2025 New
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$3.45 Million 0.0% of portfolio	92	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$3.26 Million 0.0% of portfolio	72	Q1 2025 New
DXJ Wisdomtree Trust Japan Hedged	$0	$1.98 Million 0.0% of portfolio	18	Q1 2025 New
IEMG Ishares Inc	$0	$1.78 Million 0.0% of portfolio	33	Q1 2024 Reduced 57.14%
SCHZ Schwab Us Aggregate Bond ETF	$0	$1.21 Million 0.0% of portfolio	52	Q1 2025 New
XLE Energy Sector Spdr	$0	$1 Million 0.0% of portfolio	11	Q2 2024 Added 10.0%
DFCF Dimensional ETF Tr Core Fxd In	$0	$5,000 0.0% of portfolio	0	Q1 2025 New

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