Org Wealth Partners, LLC ETFs

Org Wealth Partners, LLC

$139 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IYF Ishares Tr	$0	$4,000 0.0% of portfolio	38	Q3 2024 New
TBT Proshares Ultrashort 20+Year T	$0	$4,000 0.0% of portfolio	126	Q3 2024 New
PNQI Invesco Nasdaq Internet ETF	$0	$4,000 0.0% of portfolio	93	Q3 2024 New
SUB Ishares Short Term National Mu	$0	$2,000 0.0% of portfolio	23	Q4 2024 Reduced 99.14%
VONG Vanguard Russell 1000 Growth E	$0	$2,000 0.0% of portfolio	22	Q4 2024 Reduced 90.95%
EUFN Ishares Msci Europe Financials	$0	$2,000 0.0% of portfolio	88	Q3 2024 New
VCIT Vanguard Intermediate Term Cor	$0	$2,000 0.0% of portfolio	32	Q4 2024 New
IAU Ishares Gold Trust	$43.2B	$2,000 0.0% of portfolio	53	Q4 2024 New
PICK Ishares Inc Msci Global Select	$0	$1,000 0.0% of portfolio	49	Q3 2024 New
SJNK Spdr Bloomberg Short Term High	$0	$1,000 0.0% of portfolio	68	Q3 2024 New
HYS Pimco ETF Tr 1 5 Yr High Yield	$0	$1,000 0.0% of portfolio	18	Q3 2024 New
HEWJ Ishares Currency Hedged Msci J	$0	$1,000 0.0% of portfolio	40	Q4 2024 New
HYLB Xtrackers Usd High Yield Corp	$0	$1,000 0.0% of portfolio	46	Q3 2024 New
IWM Ishares Russell 2000 ETF	$0	$1,000 0.0% of portfolio	8	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$1,000 0.0% of portfolio	19	Q4 2024 New
AAXJ Ishares Msci All Country Asia	$0	$1,000 0.0% of portfolio	18	Q4 2024 New
USHY Ishares Tr Broad Usd High Yiel	$0	$1,000 0.0% of portfolio	45	Q3 2024 New
RWO Spdr Dow Jones Global Real Est	$0	$0 0.0% of portfolio	17	Q4 2024 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$0 0.0% of portfolio	0	Q4 2024 New
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$0 0.0% of portfolio	0	Q4 2024 New

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