Wr Wealth Planners, LLC ETFs

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MDY Spdr S&P Midcap 400 ETF Trust	$0	$5,000 0.0% of portfolio	9	Q1 2024 New
BBUS J P Morgan Exchg Traded Fd	$0	$5,000 0.0% of portfolio	56	Q3 2024 New
IWM Ishares Russell 2000 ETF	$0	$5,000 0.0% of portfolio	23	Q3 2024 Added 4.55%
SPGP Invesco Exchange Traded Fd Tr	$0	$5,000 0.0% of portfolio	50	Q1 2024 New
XOP Spdr Ser Tr Oil & Gas Explorat	$0	$5,000 0.0% of portfolio	40	Q2 2022 Added 3.83%
EFA Ishares Tr Msci Eafe ETF	$0	$5,000 0.0% of portfolio	60	Q1 2022 Reduced 65.0%
IYE Ishares Tr	$0	$4,000 0.0% of portfolio	101	Q1 2024 New
PNQI Invesco Nasdaq Internet ETF	$0	$4,000 0.0% of portfolio	95	Q1 2024 New
BOND Pimco Active Bond Exchange Tra	$0	$4,000 0.0% of portfolio	43	Q3 2024 New
GTO Invesco Actively Managed ETF T	$0	$4,000 0.0% of portfolio	100	Q3 2024 New
PID Invesco Exchange Traded Fd Tr	$0	$4,000 0.0% of portfolio	225	Q1 2024 New
IEF Ishares Barclays	$0	$4,000 0.0% of portfolio	48	Q1 2022 Added 1,212.5%
FBND Fidelity Merrimack Str Tr Tota	$0	$4,000 0.0% of portfolio	103	Q3 2024 New
TOTL Ssga Active ETF Tr Spdr Doblel	$0	$4,000 0.0% of portfolio	115	Q3 2024 New
WCLD Wisdomtree Tr Cloud Computing	$0	$3,000 0.0% of portfolio	100	Q1 2024 New
URNM Sprott Fds Tr Uranium Miners E	$0	$3,000 0.0% of portfolio	85	Q3 2024 Added 8.97%
XRT Spdr Series Tr Spdr S&P Retail	$0	$3,000 0.0% of portfolio	39	Q1 2024 New
IAI Ishares Tr Us Broker Dealers &	$0	$3,000 0.0% of portfolio	31	Q1 2024 New
AMZA Etfis Ser Tr I	$0	$3,000 0.0% of portfolio	89	Q3 2024 Added 2.3%
SPYV Spdr Portfolio S&P 500 Value E	$0	$3,000 0.0% of portfolio	61	Q3 2024 New
SCHX Schwab Strategic Tr Us Large C	$0	$2,000 0.0% of portfolio	40	Q2 2024 Reduced 16.67%
VB Vanguard Small Cap ETF	$0	$2,000 0.0% of portfolio	9	Q2 2022 Sold Out
PAWZ Proshares Tr Pet Care ETF	$0	$2,000 0.0% of portfolio	35	Q1 2024 New
PFFA Etfis Ser Tr I	$0	$2,000 0.0% of portfolio	96	Q3 2024 Added 3.23%
VNQI Vanguard Global Ex U.S. Real	$0	$2,000 0.0% of portfolio	63	Q3 2024 Added 3.28%
SCHH Schwab Strategic U.S. Reit ETF	$0	$2,000 0.0% of portfolio	109	Q1 2024 New
IWP Ishares Russell Mid Cap Growth	$0	$2,000 0.0% of portfolio	18	Q3 2024 New
EUFN Ishares Msci Europe Financials	$0	$2,000 0.0% of portfolio	90	Q1 2024 New
PICK Ishares Inc Msci Global Select	$0	$2,000 0.0% of portfolio	50	Q1 2024 New
IYT Ishares Tr U.S. Transportation	$0	$2,000 0.0% of portfolio	32	Q1 2024 New
SRLN Ssga Active Trust	$0	$2,000 0.0% of portfolio	51	Q3 2024 Added 2.0%
XLB Select Sector Spdr Fd Material	$0	$2,000 0.0% of portfolio	27	Q1 2022 Reduced 11.11%
NOBL Proshares S&P 500 Dividend Ari	$0	$2,000 0.0% of portfolio	25	Q1 2022 Added 640.0%
PFF Ishares Trust Ishares Pfd And	$0	$2,000 0.0% of portfolio	85	Q1 2022 Added 1,709.41%
FCG First Tr Exchange Traded Fd	$0	$2,000 0.0% of portfolio	100	Q2 2024 New
LQDH Ishares U S ETF Tr Int Rate He	$0	$2,000 0.0% of portfolio	26	Q2 2022 Added 3.61%
VT Vanguard Total World Stk Index	$0	$2,000 0.0% of portfolio	22	Q2 2024 New
XLRE Select Sector Spdr Tr Real Est	$0	$1,000 0.0% of portfolio	37	Q2 2023 Added 1,054.05%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$1,000 0.0% of portfolio	4	Q2 2022 Added 2.56%
EWJ Ishares Msci Japan ETF	$0	$1,000 0.0% of portfolio	23	Q1 2024 New
TQQQ Proshares Ultrapro Qqq	$0	$1,000 0.0% of portfolio	20	Q1 2022 Added 1,140.0%
SCHM Schwab Strategic U.S. Mid Cap	$0	$1,000 0.0% of portfolio	18	Q2 2024 New
XSMO Invesco S&P Smallcap Momentum	$0	$1,000 0.0% of portfolio	21	Q3 2024 New
SCHZ Schwab Us Aggregate Bond ETF	$0	$1,000 0.0% of portfolio	26	Q2 2024 New
SVOL Simplify ETF Simplify Volatili	$0	$1,000 0.0% of portfolio	90	Q2 2024 New
JIRE J P Morgan Exchg Traded Fd Tr	$0	$1,000 0.0% of portfolio	23	Q3 2024 New
IGLB Ishares 10+ Year Investment Gr	$0	$1,000 0.0% of portfolio	36	Q2 2022 Reduced 35.03%
VEU Vanguard Ftse All World Ex Us	$0	$1,000 0.0% of portfolio	18	Q2 2024 New
SYLD Cambria Shareholder Yld ETF	$0	$1,000 0.0% of portfolio	14	Q2 2022 Added 108,314.29%
MLPX Global X Mlp & Energy Infrastr	$0	$1,000 0.0% of portfolio	32	Q1 2024 New

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