Steinberganna Wealth Management ETFs

Steinberganna Wealth Management

$213 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ITOT Ishares Core S&P Total U.S. St	$0	$35.6 Billion 16.72% of portfolio	244,115	Q3 2025 New
QQQ Invesco Qqq Trust, Series 1	$0	$21.1 Billion 9.9% of portfolio	35,068	Q3 2025 New
SPY Spdr S&P 500 ETF Trust	$0	$19.6 Billion 9.23% of portfolio	29,445	Q3 2025 New
IYY Ishares Tr	$0	$6.48 Billion 3.05% of portfolio	39,892	Q3 2025 New
RSP Invesco S&P 500 Equal Weight E	$0	$5.1 Billion 2.4% of portfolio	26,891	Q3 2025 New
IMCG Ishare Morningstar Mid Cap Gro	$0	$4.8 Billion 2.26% of portfolio	57,976	Q3 2025 New
VIG Vanguard Dividend Appreciation	$0	$3.98 Billion 1.87% of portfolio	18,461	Q3 2025 New
ISCG Ishares Morningstar Small Cap	$0	$2.76 Billion 1.3% of portfolio	50,735	Q3 2025 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$2.56 Billion 1.2% of portfolio	48,222	Q3 2025 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$2.12 Billion 1.0% of portfolio	26,539	Q3 2025 New
AGG Ishares Core U.S. Aggregate Bo	$0	$1.78 Billion 0.84% of portfolio	17,801	Q3 2025 New
VCIT Vanguard Intermediate Term Cor	$0	$1.63 Billion 0.77% of portfolio	19,437	Q3 2025 New
IGIB Ishares Trust Ishares 5 10 Yea	$0	$1.46 Billion 0.69% of portfolio	26,981	Q3 2025 New
FPE First Tr Pfd Secs & Income ETF	$0	$1.28 Billion 0.6% of portfolio	70,133	Q3 2025 New
VEA Vanguard Ftse Developed Market	$0	$1.24 Billion 0.58% of portfolio	20,627	Q3 2025 New
IWM Ishares Russell 2000 ETF	$0	$1.1 Billion 0.52% of portfolio	4,565	Q3 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$979 Million 0.46% of portfolio	18,061	Q3 2025 New
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$921 Million 0.43% of portfolio	16,012	Q3 2025 New
PWB Invesco Exchange Traded Fd Tr	$0	$900 Million 0.42% of portfolio	7,173	Q3 2025 New
MBB Ishares Tr	$0	$810 Million 0.38% of portfolio	8,512	Q3 2025 New
IEI Ishares Barclays 3 7 Yr Treas	$0	$761 Million 0.36% of portfolio	6,367	Q3 2025 New
RPG Invesco Exchange Traded Fd Tr	$0	$741 Million 0.35% of portfolio	15,518	Q3 2025 New
DVY Ishares Tr	$0	$586 Million 0.28% of portfolio	4,121	Q3 2025 New
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$576 Million 0.27% of portfolio	7,834	Q3 2025 New
JEPI J P Morgan Exchange Traded Fd	$0	$575 Million 0.27% of portfolio	10,068	Q3 2025 New
JAAA Janus Detroit Str Tr Janus Hen	$0	$491 Million 0.23% of portfolio	9,678	Q3 2025 New
IYW Ishares Dj Us Tech ETF	$0	$484 Million 0.23% of portfolio	2,470	Q3 2025 New
HDV Ishares Core High Dividend ETF	$0	$466 Million 0.22% of portfolio	3,803	Q3 2025 New
IMCB Ishares Morningstar Mid Cap Et	$0	$443 Million 0.21% of portfolio	5,333	Q3 2025 New
LQD Ishares Iboxx $ Investment Gra	$0	$442 Million 0.21% of portfolio	3,965	Q3 2025 New
IVV Ishares Core S&P 500 ETF	$0	$421 Million 0.2% of portfolio	628	Q3 2025 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$408 Million 0.19% of portfolio	684	Q3 2025 New
IWR Ishares Russell Mid Cap ETF	$0	$374 Million 0.18% of portfolio	3,877	Q3 2025 New
XLU Utilities Sector Spdr	$0	$366 Million 0.17% of portfolio	4,192	Q3 2025 New
VYM Vanguard Whitehall Fds (Vangua	$0	$337 Million 0.16% of portfolio	2,390	Q3 2025 New
XLF Financial Sector Spdr	$0	$333 Million 0.16% of portfolio	6,175	Q3 2025 New
IJH Ishares Core S&P Mid Cap ETF	$0	$311 Million 0.15% of portfolio	4,768	Q3 2025 New
FPEI First Tr ETF Iii Instl Pfd Sec	$0	$308 Million 0.15% of portfolio	15,940	Q3 2025 New
IJT Ishares S&P Small Cap 600 Grow	$0	$290 Million 0.14% of portfolio	2,048	Q3 2025 New
HYG Ishares Tr	$0	$288 Million 0.14% of portfolio	3,545	Q3 2025 New
SHYG Ishares 0 5 Year High Yield CO	$0	$285 Million 0.13% of portfolio	6,575	Q3 2025 New
VGSH Vanguard	$0	$276 Million 0.13% of portfolio	4,697	Q3 2025 New
PFF Ishares Trust Ishares Pfd And	$0	$262 Million 0.12% of portfolio	8,294	Q3 2025 New
VO Vanguard Mid Cap ETF	$0	$253 Million 0.12% of portfolio	861	Q3 2025 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$248 Million 0.12% of portfolio	3,112	Q3 2025 New
VB Vanguard Small Cap ETF	$0	$232 Million 0.11% of portfolio	914	Q3 2025 New
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$230 Million 0.11% of portfolio	10,976	Q3 2025 New
HYS Pimco ETF Tr 1 5 Yr High Yield	$0	$225 Million 0.11% of portfolio	2,355	Q3 2025 New
IJR Ishares Core S&P Sm Cap ETF	$0	$218 Million 0.1% of portfolio	1,833	Q3 2025 New
EMLP First Tr Exchange Traded Iv	$0	$215 Million 0.1% of portfolio	5,619	Q3 2025 New

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