49 Wealth Management, LLC ETFs

49 Wealth Management, LLC

$830 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWR Ishares Russell Mid Cap ETF	$0	$399 Million 0.05% of portfolio	4,688	Q1 2025 Reduced 0.95%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$394 Million 0.05% of portfolio	7,791	Q1 2025 Reduced 2.56%
DFUV Dimensional ETF Tr Us Marketwi	$0	$371 Million 0.04% of portfolio	9,013	Q1 2025 Added 0.4%
IWF Ishares Russell 1000 Gr ETF	$0	$367 Million 0.04% of portfolio	1,015	Q1 2025 Reduced 31.6%
MUB Ishares National Muni Bond ETF	$0	$359 Million 0.04% of portfolio	3,400	Q1 2025 Reduced 20.0%
IMCB Ishares Morningstar Mid Cap Et	$0	$354 Million 0.04% of portfolio	4,774	Q1 2025 Added 0.36%
VUG Vanguard Growth ETF	$0	$353 Million 0.04% of portfolio	951	Q1 2025 Added 11.23%
SYLD Cambria Shareholder Yld ETF	$0	$351 Million 0.04% of portfolio	5,495	Q1 2025 Reduced 37.04%
TPHD Timothy Plan High Divid Stk Et	$0	$346 Million 0.04% of portfolio	9,196	Q1 2025 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$339 Million 0.04% of portfolio	5,455	Q1 2025 Added 12.24%
IWM Ishares Russell 2000 ETF	$0	$337 Million 0.04% of portfolio	1,688	Q1 2025 Added 7.38%
XMMO Invesco Exchange Traded Fd Tr	$0	$326 Million 0.04% of portfolio	2,864	Q1 2025 Added 8.28%
ITOT Ishares Core S&P Total U.S. St	$0	$299 Million 0.04% of portfolio	2,448	Q1 2025 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$295 Million 0.04% of portfolio	14,922	Q1 2025 New
MGK Vanguard Mega Cap Growth ETF	$0	$288 Million 0.03% of portfolio	931	Q1 2025 Added 1.75%
IYK Ishares U.S. Consumer Staples	$0	$275 Million 0.03% of portfolio	3,839	Q1 2025 Reduced 46.47%
FYC First Trust Small Cap Growth A	$0	$232 Million 0.03% of portfolio	3,369	Q1 2025 Reduced 9.85%
IVOO Vanguard S&P Mid Cap 400 ETF	$0	$215 Million 0.03% of portfolio	2,175	Q1 2025 Added 0.32%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$212 Million 0.03% of portfolio	2,834	Q1 2025 Reduced 46.52%
SCHB Schwab Strategic Tr Us Broad M	$0	$212 Million 0.03% of portfolio	9,829	Q1 2025 Reduced 11.27%
JMBS Janus Detroit Str Tr Henderson	$0	$211 Million 0.03% of portfolio	4,662	Q1 2025 Reduced 2.12%
VGT Vanguard Information Technolog	$0	$205 Million 0.02% of portfolio	377	Q1 2025 New
FNDB Schwab Fundamental U S Broad M	$0	$202 Million 0.02% of portfolio	8,786	Q1 2025 Reduced 2.18%

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