Curio Wealth, LLC ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DFAU Dimensional ETF Tr	$0	$30.2 Billion 16.23% of portfolio	745,322	Q4 2024 New
DFSD Dimensional ETF Tr Short Durat	$0	$25.7 Billion 13.83% of portfolio	548,616	Q4 2024 New
AVDE American Centy ETF Tr Avantis	$0	$11.2 Billion 6.05% of portfolio	183,192	Q4 2024 New
DFAI Dimensional ETF Tr	$0	$7.44 Billion 4.0% of portfolio	254,923	Q4 2024 New
DFAS Dimensional ETF Tr U S Small C	$0	$5.55 Billion 2.99% of portfolio	85,287	Q4 2024 New
DFAE Dimensional ETF Tr	$0	$4.85 Billion 2.61% of portfolio	190,976	Q4 2024 New
DFAR Dimensional ETF Tr Dimensional	$0	$4.83 Billion 2.6% of portfolio	207,569	Q4 2024 New
DFCF Dimensional ETF Tr Core Fxd In	$0	$4.8 Billion 2.58% of portfolio	116,392	Q4 2024 New
AVUS American Centy ETF Tr Avantis	$0	$4.63 Billion 2.49% of portfolio	47,808	Q4 2024 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$3.81 Billion 2.05% of portfolio	110,019	Q4 2024 New
DFAT Dimensional ETF Tr U S Target	$0	$3.24 Billion 1.74% of portfolio	58,137	Q4 2024 New
VO Vanguard Mid Cap ETF	$0	$3.1 Billion 1.67% of portfolio	11,739	Q4 2024 New
AVEM American Centy ETF Tr Avantis	$0	$3 Billion 1.61% of portfolio	50,990	Q4 2024 New
AVUV American Centy ETF Tr Avantis	$0	$2.71 Billion 1.46% of portfolio	28,070	Q4 2024 New
AVDV American Centy ETF Tr Avantis	$0	$2.52 Billion 1.35% of portfolio	38,684	Q4 2024 New
IGV Ishares Expanded Tech Software	$0	$2.5 Billion 1.35% of portfolio	24,979	Q4 2024 New
DFUS Dimensional ETF Tr U S Equity	$0	$2.38 Billion 1.28% of portfolio	37,361	Q4 2024 New
DFIP Dimensional ETF Tr Inflation P	$0	$1.9 Billion 1.02% of portfolio	46,857	Q4 2024 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$1.72 Billion 0.93% of portfolio	42,128	Q4 2024 New
SPY Spdr S&P 500 ETF Trust	$0	$1.34 Billion 0.72% of portfolio	2,279	Q4 2024 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$1.18 Billion 0.64% of portfolio	15,189	Q4 2024 New
VNQ Vanguard Specialized Funds Van	$0	$1.16 Billion 0.63% of portfolio	13,075	Q4 2024 New
DISV Dimensional ETF Tr Dimensional	$0	$1.16 Billion 0.62% of portfolio	43,655	Q4 2024 New
DFSV Dimensional ETF Tr Dimensional	$0	$1.09 Billion 0.59% of portfolio	35,435	Q4 2024 New
SCHP Schwab Strategic Us Tips ETF	$0	$1.05 Billion 0.57% of portfolio	40,815	Q4 2024 New
IWR Ishares Russell Mid Cap ETF	$0	$858 Million 0.46% of portfolio	9,703	Q4 2024 New
SCHX Schwab Strategic Tr Us Large C	$0	$847 Million 0.46% of portfolio	36,534	Q4 2024 New
BNDX Vanguard Total International B	$0	$798 Million 0.43% of portfolio	16,269	Q4 2024 New
DUHP Dimensional ETF Tr Dimensional	$0	$789 Million 0.42% of portfolio	23,362	Q4 2024 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$758 Million 0.41% of portfolio	7,228	Q4 2024 New
VCEB Vanguard World Fd Esg U S Corp	$0	$758 Million 0.41% of portfolio	12,220	Q4 2024 New
DFIV Dimensional ETF Tr	$0	$594 Million 0.32% of portfolio	16,730	Q4 2024 New
GLD Spdr Gold Trust	$92.6B	$378 Million 0.2% of portfolio	1,561	Q4 2024 New
VOE Vanguard Mid Cap Value Index F	$0	$320 Million 0.17% of portfolio	1,979	Q4 2024 New
DIHP Dimensional ETF Tr Dimensional	$0	$300 Million 0.16% of portfolio	11,901	Q4 2024 New
SCHA Schwab Strategic Tr Us Small C	$0	$284 Million 0.15% of portfolio	10,996	Q4 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$262 Million 0.14% of portfolio	487	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1	$0	$250 Million 0.13% of portfolio	489	Q4 2024 New
VEA Vanguard Ftse Developed Market	$0	$228 Million 0.12% of portfolio	4,773	Q4 2024 New
MGC Vanguard Mega Cap ETF	$0	$214 Million 0.12% of portfolio	1,006	Q4 2024 New
AVSE American Centy ETF Tr Avantis	$0	$211 Million 0.11% of portfolio	4,176	Q4 2024 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$206 Million 0.11% of portfolio	11,132	Q4 2024 New
VTV Vanguard Value ETF	$0	$204 Million 0.11% of portfolio	1,207	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$169 Million 0.09% of portfolio	2,707	Q4 2024 New
MGV Vanguard Mega Cap Value	$0	$159 Million 0.09% of portfolio	1,269	Q4 2024 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$153 Million 0.08% of portfolio	2,522	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$146 Million 0.08% of portfolio	3,308	Q4 2024 New
AVSU American Centy ETF Tr Avantis	$0	$140 Million 0.08% of portfolio	2,115	Q4 2024 New
VV Vanguard Large Cap ETF	$0	$120 Million 0.06% of portfolio	446	Q4 2024 New
QUAL Ishares Msci Usa Quality Facto	$0	$116 Million 0.06% of portfolio	650	Q4 2024 New

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