Advyzon Investment Management, LLC ETFs

Advyzon Investment Management, LLC

$259 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BND Vanguard Bd Index Fd Inc Total	$0	$13.4 Billion 5.19% of portfolio	187,026	Q4 2024 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$11.9 Billion 4.6% of portfolio	349,134	Q4 2024 New
VO Vanguard Mid Cap ETF	$0	$11.4 Billion 4.39% of portfolio	43,102	Q4 2024 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$7.31 Billion 2.82% of portfolio	190,601	Q4 2024 New
ANGL Vaneck ETF Tr Fallen Angel Hig	$0	$6.16 Billion 2.38% of portfolio	214,932	Q4 2024 New
VTV Vanguard Value ETF	$0	$5.7 Billion 2.2% of portfolio	33,674	Q4 2024 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$3.91 Billion 1.51% of portfolio	78,003	Q4 2024 New
DSEP First Tr ETF Viii Cboe Vest Us	$0	$3.82 Billion 1.47% of portfolio	94,107	Q4 2024 New
IVV Ishares Core S&P 500 ETF	$0	$3.54 Billion 1.37% of portfolio	6,021	Q4 2024 New
DFSV Dimensional ETF Tr Dimensional	$0	$2.69 Billion 1.04% of portfolio	87,246	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1	$0	$2.64 Billion 1.02% of portfolio	5,173	Q4 2024 New
VGIT Vanguard Intermediate Term Tre	$0	$2.18 Billion 0.84% of portfolio	37,605	Q4 2024 New
VBR Vanguard Small Cap Value ETF	$0	$1.94 Billion 0.75% of portfolio	9,802	Q4 2024 New
USFR Wisdomtree Floating Rate Treas	$0	$1.92 Billion 0.74% of portfolio	38,128	Q4 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$1.89 Billion 0.73% of portfolio	3,505	Q4 2024 New
XLF Financial Sector Spdr	$0	$1.82 Billion 0.7% of portfolio	37,717	Q4 2024 New
FTSM First Tr Enhanced Traded Fd Iv	$0	$1.68 Billion 0.65% of portfolio	28,177	Q4 2024 New
TOTL Ssga Active ETF Tr Spdr Doblel	$0	$1.65 Billion 0.64% of portfolio	42,004	Q4 2024 New
XLV Select Sector Spdr Fund Health	$0	$1.63 Billion 0.63% of portfolio	11,826	Q4 2024 New
MUB Ishares National Muni Bond ETF	$0	$1.52 Billion 0.59% of portfolio	14,247	Q4 2024 New
HYD Vaneck High Yield Muni ETF	$0	$1.31 Billion 0.5% of portfolio	25,178	Q4 2024 New
XLE Energy Sector Spdr	$0	$1.24 Billion 0.48% of portfolio	14,529	Q4 2024 New
SPLB Spdr Portfolio Long Term Corpo	$0	$1.22 Billion 0.47% of portfolio	54,742	Q4 2024 New
XLP Consumer Staples Sector Spdr	$0	$1.22 Billion 0.47% of portfolio	15,479	Q4 2024 New
GLDM World Gold Trust	$8.15B	$1.17 Billion 0.45% of portfolio	22,473	Q4 2024 New
XLK Technology Sector Spdr	$0	$1.14 Billion 0.44% of portfolio	4,900	Q4 2024 New
MOAT Vaneck Morningstar Wide Moat E	$0	$1.12 Billion 0.43% of portfolio	12,132	Q4 2024 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$1.1 Billion 0.42% of portfolio	21,868	Q4 2024 New
BSV Vanguard Bd Index Fd Inc Short	$0	$1.07 Billion 0.41% of portfolio	13,822	Q4 2024 New
GOVT Ishares U.S. Treasury Bond ETF	$0	$903 Million 0.35% of portfolio	39,277	Q4 2024 New
SMMD Ishares Tr Russell 2500 ETF	$0	$892 Million 0.34% of portfolio	13,117	Q4 2024 New
IUSB Ishares Core Total Usd Bond Ma	$0	$874 Million 0.34% of portfolio	19,331	Q4 2024 New
HMOP Hartford Fds Exchange Traded T	$0	$837 Million 0.32% of portfolio	21,649	Q4 2024 New
JMUB Jp Morgan Tr Mun ETF (De)	$0	$814 Million 0.31% of portfolio	16,226	Q4 2024 New
VB Vanguard Small Cap ETF	$0	$783 Million 0.3% of portfolio	3,257	Q4 2024 New
AVDE American Centy ETF Tr Avantis	$0	$770 Million 0.3% of portfolio	12,543	Q4 2024 New
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$750 Million 0.29% of portfolio	15,580	Q4 2024 New
VGT Vanguard Information Technolog	$0	$749 Million 0.29% of portfolio	1,204	Q4 2024 New
VGLT Vanguard Long Term Treasury Et	$0	$741 Million 0.29% of portfolio	13,393	Q4 2024 New
SPY Spdr S&P 500 ETF Trust	$0	$737 Million 0.28% of portfolio	1,258	Q4 2024 New
CWB Spdr Bloomberg Convertible Sec	$0	$721 Million 0.28% of portfolio	9,255	Q4 2024 New
XLY Select Sector Spdr Consumer Di	$0	$698 Million 0.27% of portfolio	3,112	Q4 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$688 Million 0.27% of portfolio	25,186	Q4 2024 New
XLC Select Sector Spdr Tr Communic	$0	$656 Million 0.25% of portfolio	6,780	Q4 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$640 Million 0.25% of portfolio	8,464	Q4 2024 New
SHYG Ishares 0 5 Year High Yield CO	$0	$601 Million 0.23% of portfolio	14,103	Q4 2024 New
TLT Ishares Barclays 20+ Year Trea	$0	$574 Million 0.22% of portfolio	6,578	Q4 2024 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$568 Million 0.22% of portfolio	10,001	Q4 2024 New
VOE Vanguard Mid Cap Value Index F	$0	$564 Million 0.22% of portfolio	3,484	Q4 2024 New
VUG Vanguard Growth ETF	$0	$561 Million 0.22% of portfolio	1,367	Q4 2024 New

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