Vest Gen Advisors, LLC ETFs

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
QQQ Invesco Qqq Trust, Series 1	$0	$83 Billion 3.77% of portfolio	176,970	Q1 2025 New
SPY Spdr S&P 500 ETF Trust	$0	$81.9 Billion 3.73% of portfolio	146,486	Q1 2025 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$60.7 Billion 2.76% of portfolio	922,932	Q1 2025 New
VTV Vanguard Value ETF	$0	$52.5 Billion 2.39% of portfolio	304,120	Q1 2025 New
SPTM Spdr Portfolio S&P 1500 Compos	$0	$31.1 Billion 1.41% of portfolio	456,756	Q1 2025 New
DGRW Wisdomtree Tr Us Quality Divid	$0	$30.6 Billion 1.39% of portfolio	383,538	Q1 2025 New
IVV Ishares Core S&P 500 ETF	$0	$29.3 Billion 1.33% of portfolio	52,103	Q1 2025 New
IWF Ishares Russell 1000 Gr ETF	$0	$24.5 Billion 1.11% of portfolio	67,764	Q1 2025 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$23.1 Billion 1.05% of portfolio	44,865	Q1 2025 New
IJH Ishares Core S&P Mid Cap ETF	$0	$22.1 Billion 1.01% of portfolio	379,536	Q1 2025 New
RDVY First Trust Rising Dividend Ac	$0	$21.8 Billion 0.99% of portfolio	371,728	Q1 2025 New
BUFR First Tr Ex Td Viii Ft Cboe Ve	$0	$21.4 Billion 0.98% of portfolio	722,356	Q1 2025 New
SPYG Spdr Portfolio	$0	$20.7 Billion 0.94% of portfolio	258,161	Q1 2025 New
VEA Vanguard Ftse Developed Market	$0	$20.6 Billion 0.94% of portfolio	406,149	Q1 2025 New
QUAL Ishares Msci Usa Quality Facto	$0	$19.9 Billion 0.9% of portfolio	116,456	Q1 2025 New
VUG Vanguard Growth ETF	$0	$19.6 Billion 0.89% of portfolio	52,839	Q1 2025 New
IWD Ishares Russell 1000 Val ETF	$0	$17.7 Billion 0.8% of portfolio	94,006	Q1 2025 New
IVW Ishares S&P 500 Growth ETF	$0	$16.6 Billion 0.76% of portfolio	179,266	Q1 2025 New
IEFA Ishares Tr	$0	$15.9 Billion 0.72% of portfolio	210,643	Q1 2025 New
QQQM Invesco Exchange Traded Fd Tr	$0	$15.8 Billion 0.72% of portfolio	82,109	Q1 2025 New
IVE Ishares S&P 500 Value ETF	$0	$14.4 Billion 0.65% of portfolio	75,533	Q1 2025 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$12.9 Billion 0.59% of portfolio	354,770	Q1 2025 New
DYNF Blackrock ETF Tr U S Equity Fa	$0	$12.7 Billion 0.58% of portfolio	260,145	Q1 2025 New
IWY Ishares Tr Russell 200 Growth	$0	$12.4 Billion 0.56% of portfolio	58,786	Q1 2025 New
IWR Ishares Russell Mid Cap ETF	$0	$12.3 Billion 0.56% of portfolio	144,178	Q1 2025 New
SYLD Cambria Shareholder Yld ETF	$0	$11.7 Billion 0.53% of portfolio	184,152	Q1 2025 New
IWM Ishares Russell 2000 ETF	$0	$11.7 Billion 0.53% of portfolio	58,765	Q1 2025 New
PLW Invesco 1 30 Laddered Treasury	$0	$10.9 Billion 0.5% of portfolio	392,089	Q1 2025 New
LGOV First Tr ETF Iv Long Duration	$0	$10.9 Billion 0.5% of portfolio	507,026	Q1 2025 New
IWP Ishares Russell Mid Cap Growth	$0	$10.1 Billion 0.46% of portfolio	85,732	Q1 2025 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$9.7 Billion 0.44% of portfolio	189,970	Q1 2025 New
GTO Invesco Actively Managed ETF T	$0	$9.67 Billion 0.44% of portfolio	206,021	Q1 2025 New
IUSG Ishares Core S&P U.S Growth Et	$0	$9.6 Billion 0.44% of portfolio	75,557	Q1 2025 New
VB Vanguard Small Cap ETF	$0	$9.39 Billion 0.43% of portfolio	42,353	Q1 2025 New
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$8.61 Billion 0.39% of portfolio	157,268	Q1 2025 New
XLK Technology Sector Spdr	$0	$8.1 Billion 0.37% of portfolio	39,241	Q1 2025 New
RSP Invesco S&P 500 Equal Weight E	$0	$7.82 Billion 0.36% of portfolio	45,152	Q1 2025 New
CGGR Capital Group Growth ETF Shs C	$0	$7.52 Billion 0.34% of portfolio	219,669	Q1 2025 New
VIG Vanguard Dividend Appreciation	$0	$7.36 Billion 0.33% of portfolio	37,934	Q1 2025 New
USMV Ishares Msci Usa Min Vol Facto	$0	$7.21 Billion 0.33% of portfolio	76,933	Q1 2025 New
BSCQ Invesco Et Self Idxd Fd Tr Bul	$0	$7.05 Billion 0.32% of portfolio	362,093	Q1 2025 New
GLD Spdr Gold Trust	$103B	$6.97 Billion 0.32% of portfolio	24,176	Q1 2025 New
SDVY First Tr ETF Vi Smid Cap Risin	$0	$6.87 Billion 0.31% of portfolio	205,207	Q1 2025 New
IHDG Wisdomtree Tr	$0	$6.77 Billion 0.31% of portfolio	155,879	Q1 2025 New
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$6.74 Billion 0.31% of portfolio	66,996	Q1 2025 New
BSCR Invesco Et Self Idxd Fd Tr Bul	$0	$6.71 Billion 0.3% of portfolio	342,401	Q1 2025 New
FDL First Tr Morningstar Dividend	$0	$6.16 Billion 0.28% of portfolio	141,802	Q1 2025 New
IYH Ishares Tr	$0	$6.1 Billion 0.28% of portfolio	100,138	Q1 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$6.07 Billion 0.28% of portfolio	134,159	Q1 2025 New
CGGO Capital Group Global Growth Eq	$0	$5.97 Billion 0.27% of portfolio	210,613	Q1 2025 New

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