Millstone Evans Group, LLC ETFs

Millstone Evans Group, LLC

$147 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IEFA Ishares Tr	$0	$115 Million 0.08% of portfolio	1,637	Q4 2024 New
CHGX Investment Managers Ser Tr Ii	$0	$115 Million 0.08% of portfolio	3,021	Q4 2024 New
GLD Spdr Gold Trust	$92.3B	$114 Million 0.08% of portfolio	470	Q4 2024 New
ITOT Ishares Core S&P Total U.S. St	$0	$112 Million 0.08% of portfolio	869	Q4 2024 New
VGT Vanguard Information Technolog	$0	$111 Million 0.08% of portfolio	178	Q4 2024 New
SUSA Ishares Tr Msci Usa Esg Select	$0	$107 Million 0.07% of portfolio	876	Q4 2024 New
VTV Vanguard Value ETF	$0	$98.2 Million 0.07% of portfolio	580	Q4 2024 New
SCHX Schwab Strategic Tr Us Large C	$0	$97.4 Million 0.07% of portfolio	4,200	Q4 2024 New
ITB Ishares Tr	$0	$96.8 Million 0.07% of portfolio	936	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1	$0	$95.6 Million 0.07% of portfolio	187	Q4 2024 New
NUBD Nuveen Esg U.S. Aggregate Bond	$0	$95.6 Million 0.07% of portfolio	4,389	Q4 2024 New
IJJ Ishares S&P Midcap 400 Value E	$0	$94.1 Million 0.06% of portfolio	753	Q4 2024 New
AGG Ishares Core U.S. Aggregate Bo	$0	$89.9 Million 0.06% of portfolio	928	Q4 2024 New
DISV Dimensional ETF Tr Dimensional	$0	$84.4 Million 0.06% of portfolio	3,175	Q4 2024 New
DIHP Dimensional ETF Tr Dimensional	$0	$82.6 Million 0.06% of portfolio	3,273	Q4 2024 New
VBK Vanguard Small Cap Growth ETF	$0	$79.8 Million 0.05% of portfolio	285	Q4 2024 New
IYG Ishares Tr	$0	$78.9 Million 0.05% of portfolio	1,014	Q4 2024 New
IJK Ishares S&P Midcap 400 Growth	$0	$75.2 Million 0.05% of portfolio	827	Q4 2024 New
IWV Ishares Russell 3000 ETF	$0	$69.5 Million 0.05% of portfolio	208	Q4 2024 New
VNLA Janus Henderson Short Duration	$0	$68 Million 0.05% of portfolio	1,391	Q4 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$67.3 Million 0.05% of portfolio	890	Q4 2024 New
VHT Vanguard Health Care ETF	$0	$67.2 Million 0.05% of portfolio	265	Q4 2024 New
NUMG Nuveen Esg Mid Cap Growth ETF	$0	$65.9 Million 0.04% of portfolio	1,390	Q4 2024 New
PBE Invesco Exchange Traded Fd Tr	$0	$63.7 Million 0.04% of portfolio	958	Q4 2024 New
BSV Vanguard Bd Index Fd Inc Short	$0	$63.5 Million 0.04% of portfolio	822	Q4 2024 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$61.1 Million 0.04% of portfolio	1,213	Q4 2024 New
IWF Ishares Russell 1000 Gr ETF	$0	$61 Million 0.04% of portfolio	152	Q4 2024 New
GDXJ Vaneck ETF Tr Jr Gold Miners E	$0	$59.9 Million 0.04% of portfolio	1,402	Q4 2024 New
IGRO Ishares Tr International Divid	$0	$59.5 Million 0.04% of portfolio	875	Q4 2024 New
VFH Vanguard Financial ETF	$0	$58.8 Million 0.04% of portfolio	498	Q4 2024 New
XITK Spdr Ser Tr Factset Innovative	$0	$58.5 Million 0.04% of portfolio	336	Q4 2024 New
NULV Nuveen Esg Large Cap Value ETF	$0	$57.2 Million 0.04% of portfolio	1,454	Q4 2024 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$57 Million 0.04% of portfolio	1,138	Q4 2024 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$55.5 Million 0.04% of portfolio	2,004	Q4 2024 New
XLE Energy Sector Spdr	$0	$53.5 Million 0.04% of portfolio	624	Q4 2024 New
XLY Select Sector Spdr Consumer Di	$0	$49.8 Million 0.03% of portfolio	222	Q4 2024 New
PGX Invesco ETF Tr Ii Pfd ETF	$0	$49.8 Million 0.03% of portfolio	4,316	Q4 2024 New
SPMD Spdr Portfolio	$0	$49.2 Million 0.03% of portfolio	900	Q4 2024 New
PKW Invesco Exchange Traded Fd Tr	$0	$48.4 Million 0.03% of portfolio	420	Q4 2024 New
FXI Ishares Tr	$0	$47.6 Million 0.03% of portfolio	1,564	Q4 2024 New
DFEV Dimensional ETF Tr Emerging Mk	$0	$45.4 Million 0.03% of portfolio	1,731	Q4 2024 New
IEMG Ishares Inc	$0	$45.4 Million 0.03% of portfolio	869	Q4 2024 New
VO Vanguard Mid Cap ETF	$0	$44.1 Million 0.03% of portfolio	167	Q4 2024 New
DEHP Dimensional ETF Tr Emerging Mk	$0	$43.8 Million 0.03% of portfolio	1,771	Q4 2024 New
VV Vanguard Large Cap ETF	$0	$43.2 Million 0.03% of portfolio	160	Q4 2024 New
IHI Ishares Tr Dow Jones Us Medica	$0	$38.9 Million 0.03% of portfolio	666	Q4 2024 New
USMV Ishares Msci Usa Min Vol Facto	$0	$37.5 Million 0.03% of portfolio	423	Q4 2024 New
JAAA Janus Detroit Str Tr Janus Hen	$0	$37.3 Million 0.03% of portfolio	735	Q4 2024 New
ISCG Ishares Morningstar Small Cap	$0	$37.1 Million 0.03% of portfolio	750	Q4 2024 New
VBR Vanguard Small Cap Value ETF	$0	$36.7 Million 0.02% of portfolio	185	Q4 2024 New

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