Bernard Wealth Management Corp. ETFs

Bernard Wealth Management Corp.

$239 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
CRBN Ishares Tr Msci Acwi Low Carbo	$0	$1.59 Million 0.0% of portfolio	7	Q2 2025 Reduced 41.67%
FV First Trust Dorsey Wright Focu	$0	$1.56 Million 0.0% of portfolio	25	Q4 2024 New
FIXD First Tr ETF Viii Tcw Opportun	$0	$1.45 Million 0.0% of portfolio	33	Q1 2025 Added 3.13%
IEMG Ishares Inc	$0	$1.19 Million 0.0% of portfolio	18	Q3 2025 New
VOT Vanguard Mid Cap Growth Index	$0	$1.18 Million 0.0% of portfolio	4	Q4 2024 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$1.14 Million 0.0% of portfolio	49	Q3 2025 New
VEA Vanguard Ftse Developed Market	$0	$1.14 Million 0.0% of portfolio	19	Q3 2025 New
SLV I Shares Silver Trust	$23.2B	$1.06 Million 0.0% of portfolio	25	Q2 2025 Reduced 60.32%
XLY Select Sector Spdr Consumer Di	$0	$959,000 0.0% of portfolio	4	Q3 2025 New
XLC Select Sector Spdr Tr Communic	$0	$947,000 0.0% of portfolio	8	Q3 2025 New
ICLN Ishares	$0	$852,000 0.0% of portfolio	55	Q2 2025 Reduced 35.29%
IHI Ishares Tr Dow Jones Us Medica	$0	$721,000 0.0% of portfolio	12	Q4 2024 New
VTWO Vanguard Russell 2000 ETF	$0	$685,000 0.0% of portfolio	7	Q3 2025 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$653,000 0.0% of portfolio	2	Q3 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$651,000 0.0% of portfolio	12	Q3 2025 New
BUG Global X Fds Cybersecurity ETF	$0	$599,000 0.0% of portfolio	17	Q4 2024 Reduced 98.84%
EVX Vaneck ETF Tr Environmental Se	$0	$390,000 0.0% of portfolio	10	Q2 2025 Reduced 75.0%
PBW Invesco Exchange Traded Fd Tr	$0	$347,000 0.0% of portfolio	12	Q2 2025 Reduced 40.0%
KBWB Invesco ETF Tr Ii Kbw Bank ETF	$0	$313,000 0.0% of portfolio	4	Q3 2025 New
PPA Invesco Exchange Traded Fd Tr	$0	$311,000 0.0% of portfolio	2	Q3 2025 New
ITB Ishares Tr	$0	$215,000 0.0% of portfolio	2	Q3 2025 New
PAVE Global X Fds Us Infrastructure	$0	$191,000 0.0% of portfolio	4	Q3 2025 New
FUTY Fidelity Covington Tr Msci Uti	$0	$170,000 0.0% of portfolio	3	Q3 2025 New
IFRA Ishares Tr	$0	$159,000 0.0% of portfolio	3	Q3 2025 New
IBB Ishares Biotechnology ETF	$0	$145,000 0.0% of portfolio	1	Q3 2025 New
XLRE Select Sector Spdr Tr Real Est	$0	$127,000 0.0% of portfolio	3	Q3 2025 New
XLB Select Sector Spdr Fd Material	$0	$90,000 0.0% of portfolio	1	Q3 2025 New
SRVR Pacer Fds Tr Benchmark Data &	$0	$64,000 0.0% of portfolio	2	Q3 2025 New

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