All Square Wealth Management LLC ETFs

All Square Wealth Management LLC

$172 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
CLOU Global X Fds Cloud Computing E	$0	$30,000 0.02% of portfolio	1,290	Q3 2023 Reduced 52.04%
VO Vanguard Mid Cap ETF	$0	$29,000 0.02% of portfolio	110	Q3 2023 Added 10.0%
EFA Ishares Tr Msci Eafe ETF	$0	$29,000 0.02% of portfolio	395	Q4 2024 Added 92.68%
SCHO Schwab Short Term Us Treasury	$0	$26,000 0.02% of portfolio	1,091	Q4 2024 Added 99.82%
XLK Technology Sector Spdr	$0	$26,000 0.02% of portfolio	112	Q4 2022 Reduced 6.67%
VTV Vanguard Value ETF	$0	$25,000 0.01% of portfolio	151	Q3 2023 Added 33.63%
VYM Vanguard Whitehall Fds (Vangua	$0	$25,000 0.01% of portfolio	200	Q1 2024 New
ITM Vaneck Intermediate Muni ETF	$0	$24,000 0.01% of portfolio	525	Q3 2023 Reduced 8.7%
SDY Spdr Series Tr Spdr S&P Divide	$0	$23,000 0.01% of portfolio	175	Q4 2020 New
VDC Vanguard Consumer Staples ETF	$0	$22,000 0.01% of portfolio	105	Q1 2022 Reduced 50.24%
PSCC Invesco S&P Smallcap Consumer	$0	$22,000 0.01% of portfolio	582	Q3 2023 Added 200.0%
VUG Vanguard Growth ETF	$0	$22,000 0.01% of portfolio	56	Q3 2023 Added 69.7%
AGG Ishares Core U.S. Aggregate Bo	$0	$22,000 0.01% of portfolio	235	Q3 2023 Added 109.82%
IWB Ishares Tr Russell 1000 ETF	$0	$21,000 0.01% of portfolio	66	Q3 2017 New
VNQI Vanguard Global Ex U.S. Real	$0	$21,000 0.01% of portfolio	544	Q2 2021 New
MTUM Ishares Msci Usa Momentum Fact	$0	$21,000 0.01% of portfolio	104	Q1 2023 Added 4.0%
IWF Ishares Russell 1000 Gr ETF	$0	$21,000 0.01% of portfolio	54	Q3 2023 Added 22.73%
BUG Global X Fds Cybersecurity ETF	$0	$20,000 0.01% of portfolio	652	Q3 2024 Added 18.12%
EQRR Proshares Tr Equities For Risi	$0	$20,000 0.01% of portfolio	365	Q2 2023 Reduced 67.84%
VV Vanguard Large Cap ETF	$0	$20,000 0.01% of portfolio	77	Q4 2023 Reduced 24.51%
SYLD Cambria Shareholder Yld ETF	$0	$20,000 0.01% of portfolio	300	Q3 2022 Reduced 87.39%
IUSG Ishares Core S&P U.S Growth Et	$0	$19,000 0.01% of portfolio	139	Q2 2024 New
FVD First Tr Value Line Divid Inde	$0	$18,000 0.01% of portfolio	425	Q4 2018 New
SHM Spdr Nuveen Bloomberg Short Te	$0	$18,000 0.01% of portfolio	400	Q4 2023 Reduced 20.0%
SPSM Spdr Portfolio S&P 600 Small C	$0	$16,000 0.01% of portfolio	357	Q2 2023 New
ARKG Ark Genomic Revolution ETF (De	$0	$15,000 0.01% of portfolio	660	Q2 2021 Reduced 13.16%
OILK Proshares Tr K 1 Free Crude Oi	$0	$15,000 0.01% of portfolio	351	Q2 2020 Reduced 80.03%
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$15,000 0.01% of portfolio	170	Q4 2024 New
IEMG Ishares Inc	$0	$14,000 0.01% of portfolio	272	Q2 2024 Added 94.29%
TLTE Flexshares Tr Morningstar Emer	$0	$14,000 0.01% of portfolio	284	Q2 2022 Reduced 32.06%
GWX Spdr Index Shs Fd Spdr S&P Int	$0	$14,000 0.01% of portfolio	465	Q2 2020 Added 38.81%
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$14,000 0.01% of portfolio	262	Q4 2024 New
PJUN Innovator U.S. Equity Power Bu	$0	$13,000 0.01% of portfolio	350	Q2 2020 New
PAUG Innovator U.S. Equity Power Bu	$0	$13,000 0.01% of portfolio	350	Q3 2022 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$13,000 0.01% of portfolio	410	Q2 2023 New
VGT Vanguard Information Technolog	$0	$13,000 0.01% of portfolio	21	Q1 2024 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$12,000 0.01% of portfolio	200	Q2 2019 Reduced 86.67%
SPXS Direxion Shs ETF Tr Daily S&P	$0	$12,000 0.01% of portfolio	2,040	Q4 2023 Reduced 12.82%
LQD Ishares Iboxx $ Investment Gra	$0	$12,000 0.01% of portfolio	116	Q1 2022 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$12,000 0.01% of portfolio	250	Q3 2018 Added 100.0%
VXF Vanguard Extended Market ETF	$0	$11,000 0.01% of portfolio	61	Q1 2022 Reduced 36.46%
ICF Ishares Tr	$0	$11,000 0.01% of portfolio	197	Q4 2024 Added 1.03%
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$11,000 0.01% of portfolio	160	Q1 2023 New
PFF Ishares Trust Ishares Pfd And	$0	$11,000 0.01% of portfolio	358	Q4 2023 Reduced 43.44%
PSCT Invesco S&P Smallcap Informati	$0	$11,000 0.01% of portfolio	246	Q3 2023 Added 200.0%
SPIB Spdr Portfolio Intermediate Te	$0	$10,000 0.01% of portfolio	317	Q2 2024 New
ROBT First Tr Exchange Traded Fd Vi	$0	$10,000 0.01% of portfolio	230	Q4 2024 New
FDN First Tr Fd Dow Jones	$0	$10,000 0.01% of portfolio	45	Q4 2018 New
EMB Ishares Tr	$0	$9,000 0.01% of portfolio	108	Q1 2022 New
HYG Ishares Tr	$0	$9,000 0.01% of portfolio	125	Q1 2022 Reduced 13.79%

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