Lord & Richards Wealth Management, LLC ETFs

Lord & Richards Wealth Management, LLC

$88.2 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FTLS First Tr Long/Short Equity ETF	$0	$31 Million 0.04% of portfolio	484	Q1 2025 New
FMF First Trust Managed Futures St	$0	$30.9 Million 0.04% of portfolio	670	Q1 2025 New
AZBA Aim ETF Prods Tr Allianzim U S	$0	$27 Million 0.03% of portfolio	842	Q1 2025 New
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$22.4 Million 0.03% of portfolio	300	Q1 2025 New
MARZ Listed Fds Tr Trueshares Struc	$0	$15.3 Million 0.02% of portfolio	504	Q1 2025 New
ZROZ Pimco ETF Tr 25+ Yr Zero Cpn U	$0	$15 Million 0.02% of portfolio	210	Q1 2025 New
SCHX Schwab Strategic Tr Us Large C	$0	$14.8 Million 0.02% of portfolio	669	Q1 2025 New
SPYG Spdr Portfolio	$0	$13 Million 0.01% of portfolio	162	Q1 2025 New
SCHZ Schwab Us Aggregate Bond ETF	$0	$12.1 Million 0.01% of portfolio	524	Q1 2025 New
UCON First Tr ETF Viii Tcw Unconstr	$0	$11.4 Million 0.01% of portfolio	461	Q1 2025 New
BIBL Northern Lts Fd Tr Iv	$0	$9.64 Million 0.01% of portfolio	251	Q1 2025 New
MARB First Tr Exchange Traded Fd Ii	$0	$8.89 Million 0.01% of portfolio	445	Q1 2025 New
IEF Ishares Barclays	$0	$8.68 Million 0.01% of portfolio	91	Q1 2025 New
BWX Spdr Bloomberg International T	$0	$6.32 Million 0.01% of portfolio	289	Q1 2025 New
BND Vanguard Bd Index Fd Inc Total	$0	$4.48 Million 0.01% of portfolio	61	Q1 2025 New
FTHI First Trust Exchange Traded Fd	$0	$4.31 Million 0.0% of portfolio	197	Q1 2025 New
IEI Ishares Barclays 3 7 Yr Treas	$0	$3.9 Million 0.0% of portfolio	33	Q1 2025 New
LMBS First Tr ETF Fd Iv First Tr Lo	$0	$3.54 Million 0.0% of portfolio	72	Q1 2025 New
FTGC First Trust Global Tactical CO	$0	$3.42 Million 0.0% of portfolio	134	Q1 2025 New
IETC Ishares U S ETF Tr	$0	$3.22 Million 0.0% of portfolio	43	Q1 2025 New
IRBO Ishares Robotics & Artificial	$0	$3.11 Million 0.0% of portfolio	99	Q1 2025 New
EDV Vanguard Extended Duration Tre	$0	$2.7 Million 0.0% of portfolio	38	Q1 2025 New
FDL First Tr Morningstar Dividend	$0	$2.61 Million 0.0% of portfolio	60	Q1 2025 New
IDEV Ishares Core Msci Intl Develop	$0	$2.55 Million 0.0% of portfolio	37	Q1 2025 New
EFAV Ishares Msci Eafe Min Vol Fact	$0	$2.34 Million 0.0% of portfolio	30	Q1 2025 New
LTPZ Pimco ETF Tr 15+ Yr Us Tips In	$0	$2.3 Million 0.0% of portfolio	42	Q1 2025 New
MTUM Ishares Msci Usa Momentum Fact	$0	$2.22 Million 0.0% of portfolio	11	Q1 2025 New
IMCG Ishare Morningstar Mid Cap Gro	$0	$2.14 Million 0.0% of portfolio	30	Q1 2025 New
TZA Direxion Shs ETF Tr Direxion D	$0	$1.92 Million 0.0% of portfolio	113	Q1 2025 New
VO Vanguard Mid Cap ETF	$0	$1.81 Million 0.0% of portfolio	7	Q1 2025 New
SLV I Shares Silver Trust	$18.2B	$1.8 Million 0.0% of portfolio	58	Q1 2025 New
LVHI Franklin International Low Vol	$0	$1.78 Million 0.0% of portfolio	55	Q1 2025 New
QQQ Invesco Qqq Trust, Series 1	$0	$1.41 Million 0.0% of portfolio	3	Q1 2025 New
COMT Ishares U.S. ETF Trust Gsci CO	$0	$1.3 Million 0.0% of portfolio	49	Q1 2025 New
SPD Simplify Exch Trad Fds Us Eq P	$0	$897,000 0.0% of portfolio	29	Q1 2025 New
SJB Proshares Tr Short High Yield	$0	$693,000 0.0% of portfolio	43	Q1 2025 New
SPY Spdr S&P 500 ETF Trust	$0	$559,000 0.0% of portfolio	1	Q1 2025 New
VYM Vanguard Whitehall Fds (Vangua	$0	$387,000 0.0% of portfolio	3	Q1 2025 New
SCHP Schwab Strategic Us Tips ETF	$0	$323,000 0.0% of portfolio	12	Q1 2025 New

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