Liberty Square Wealth Partners LLC ETFs

Liberty Square Wealth Partners LLC

$274 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VOO Vanguard Index Fds S&P 500 ETF	$0	$41.1 Billion 15.0% of portfolio	73,343	Q4 2024 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$26.2 Billion 9.54% of portfolio	364,664	Q4 2024 New
RDVY First Trust Rising Dividend Ac	$0	$17.2 Billion 6.26% of portfolio	273,995	Q4 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$16.2 Billion 5.91% of portfolio	582,967	Q4 2024 New
IQLT Ishares Msci Intl Quality Fact	$0	$12.5 Billion 4.58% of portfolio	311,852	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1	$0	$6.58 Billion 2.4% of portfolio	12,227	Q4 2024 New
VB Vanguard Small Cap ETF	$0	$6.55 Billion 2.39% of portfolio	26,409	Q4 2024 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$6.27 Billion 2.29% of portfolio	217,164	Q4 2024 New
SPY Spdr S&P 500 ETF Trust	$0	$4.56 Billion 1.66% of portfolio	7,473	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$3.98 Billion 1.45% of portfolio	54,810	Q4 2024 New
FNDA Schwab Fundamental U S Small C	$0	$3.24 Billion 1.18% of portfolio	107,321	Q4 2024 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$3.19 Billion 1.16% of portfolio	69,770	Q4 2024 New
XMHQ Invesco Exchange Traded Fd Tr	$0	$2.99 Billion 1.09% of portfolio	29,841	Q4 2024 New
MNA Iq Merger Arbitrage ETF	$0	$2.97 Billion 1.08% of portfolio	88,697	Q4 2024 New
HYLB Xtrackers Usd High Yield Corp	$0	$2.54 Billion 0.93% of portfolio	69,535	Q4 2024 New
VGLT Vanguard Long Term Treasury Et	$0	$2.34 Billion 0.86% of portfolio	41,547	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$2.15 Billion 0.78% of portfolio	33,590	Q4 2024 New
HDV Ishares Core High Dividend ETF	$0	$2.12 Billion 0.77% of portfolio	18,125	Q4 2024 New
IGV Ishares Expanded Tech Software	$0	$2.07 Billion 0.75% of portfolio	19,375	Q4 2024 New
IWY Ishares Tr Russell 200 Growth	$0	$1.99 Billion 0.72% of portfolio	8,199	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$1.92 Billion 0.7% of portfolio	41,936	Q4 2024 New
FNDF Schwab Fundamental Intl Large	$0	$1.75 Billion 0.64% of portfolio	49,039	Q4 2024 New
IMCG Ishare Morningstar Mid Cap Gro	$0	$1.71 Billion 0.62% of portfolio	21,514	Q4 2024 New
VYM Vanguard Whitehall Fds (Vangua	$0	$1.65 Billion 0.6% of portfolio	12,350	Q4 2024 New
VIG Vanguard Dividend Appreciation	$0	$1.48 Billion 0.54% of portfolio	7,267	Q4 2024 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$1.42 Billion 0.52% of portfolio	27,000	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$1.4 Billion 0.51% of portfolio	11,958	Q4 2024 New
IUSB Ishares Core Total Usd Bond Ma	$0	$1.27 Billion 0.46% of portfolio	27,773	Q4 2024 New
FLTR Vaneck ETF Tr Investment Grade	$0	$1.24 Billion 0.45% of portfolio	48,694	Q4 2024 New
JHMM John Hancock Multifactor Mid C	$0	$1.18 Billion 0.43% of portfolio	19,136	Q4 2024 New
VTV Vanguard Value ETF	$0	$1.17 Billion 0.43% of portfolio	6,597	Q4 2024 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$1.13 Billion 0.41% of portfolio	4,463	Q4 2024 New
VO Vanguard Mid Cap ETF	$0	$1.12 Billion 0.41% of portfolio	4,045	Q4 2024 New
HYDB Ishares Tr Edge High Yield Def	$0	$1.09 Billion 0.4% of portfolio	22,968	Q4 2024 New
IVV Ishares Core S&P 500 ETF	$0	$997 Million 0.36% of portfolio	1,628	Q4 2024 New
VV Vanguard Large Cap ETF	$0	$990 Million 0.36% of portfolio	3,516	Q4 2024 New
VOOG Vanguard S&P 500 Growth ETF	$0	$988 Million 0.36% of portfolio	2,568	Q4 2024 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$983 Million 0.36% of portfolio	12,540	Q4 2024 New
VEA Vanguard Ftse Developed Market	$0	$932 Million 0.34% of portfolio	18,098	Q4 2024 New
ACIO ETF Ser Solutions Aptus Collar	$0	$885 Million 0.32% of portfolio	21,468	Q4 2024 New
XLK Technology Sector Spdr	$0	$882 Million 0.32% of portfolio	3,674	Q4 2024 New
DJP Barclays Bank PLC	$0	$753 Million 0.27% of portfolio	21,562	Q4 2024 New
XLRE Select Sector Spdr Tr Real Est	$0	$708 Million 0.26% of portfolio	16,838	Q4 2024 New
ANGL Vaneck ETF Tr Fallen Angel Hig	$0	$699 Million 0.26% of portfolio	24,129	Q4 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$651 Million 0.24% of portfolio	7,949	Q4 2024 New
AGZ Ishares Agency Bond ETF	$0	$610 Million 0.22% of portfolio	5,635	Q4 2024 New
IWF Ishares Russell 1000 Gr ETF	$0	$552 Million 0.2% of portfolio	1,326	Q4 2024 New
SMB Vaneck Short Muni ETF	$0	$547 Million 0.2% of portfolio	31,857	Q4 2024 New
VOT Vanguard Mid Cap Growth Index	$0	$529 Million 0.19% of portfolio	1,941	Q4 2024 New
VGT Vanguard Information Technolog	$0	$525 Million 0.19% of portfolio	820	Q4 2024 New

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