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
AOA Ishares Tr Core Aggressive All	$0	$9,000 0.01% of portfolio	118	Q3 2017 New
IJR Ishares Core S&P Sm Cap ETF	$0	$9,000 0.01% of portfolio	86	Q2 2024 Added 177.42%
BOTZ Global X Fds	$0	$9,000 0.01% of portfolio	300	Q4 2020 New
IUSV Ishares Core S&P U.S. Value Et	$0	$8,000 0.0% of portfolio	94	Q2 2024 New
IXUS Ishares Tr	$0	$8,000 0.0% of portfolio	134	Q1 2022 Reduced 48.26%
FPE First Tr Pfd Secs & Income ETF	$0	$8,000 0.0% of portfolio	492	Q1 2018 New
USMV Ishares Msci Usa Min Vol Facto	$0	$7,000 0.0% of portfolio	88	Q1 2023 Added 6.02%
YOLO Advisorshares Tr Pure Cannabis	$0	$7,000 0.0% of portfolio	3,150	Q4 2021 New
FLRN Spdr Bloomberg Investment Grad	$0	$6,000 0.0% of portfolio	200	Q4 2021 Reduced 29.82%
VPU Vanguard Utilities ETF	$0	$6,000 0.0% of portfolio	40	Q4 2021 New
NULV Nuveen Esg Large Cap Value ETF	$0	$6,000 0.0% of portfolio	156	Q1 2022 New
SNSR Global X Fds Internet Of Thing	$0	$6,000 0.0% of portfolio	175	Q1 2024 New
ITA Ishares Tr	$0	$5,000 0.0% of portfolio	35	Q1 2021 Reduced 50.0%
SHE Spdr Ser Tr Ssga Gender Divers	$0	$5,000 0.0% of portfolio	47	Q3 2017 New
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$5,000 0.0% of portfolio	118	Q2 2018 New
FIW First Trust Water ETF	$0	$5,000 0.0% of portfolio	50	Q3 2017 New
IGF Ishares Global Infrastructure	$0	$4,000 0.0% of portfolio	85	Q3 2017 New
IWD Ishares Russell 1000 Val ETF	$0	$3,000 0.0% of portfolio	20	Q3 2023 New
HEDJ Wisdomtree Europe Hedged Equit	$0	$3,000 0.0% of portfolio	78	Q3 2023 Added 100.0%
ARKX Ark ETF Tr Ark Space Expl & In	$0	$3,000 0.0% of portfolio	183	Q1 2021 New
CORN Teucrium Commodity Trust	$0	$3,000 0.0% of portfolio	200	Q2 2022 New
SRLN Ssga Active Trust	$0	$3,000 0.0% of portfolio	76	Q1 2018 Reduced 37.7%
VBK Vanguard Small Cap Growth ETF	$0	$3,000 0.0% of portfolio	13	Q3 2019 Reduced 48.0%
EMLP First Tr Exchange Traded Iv	$0	$2,000 0.0% of portfolio	75	Q3 2017 New
FTSL First Trust Senior Ln Fund	$0	$2,000 0.0% of portfolio	48	Q3 2017 New
SLV I Shares Silver Trust	$15.7B	$2,000 0.0% of portfolio	95	Q3 2017 New
EFV Msci Eafe Value ETF	$0	$2,000 0.0% of portfolio	45	Q1 2023 New
DXJ Wisdomtree Trust Japan Hedged	$0	$2,000 0.0% of portfolio	24	Q3 2017 New
SPDN Direxion Shs ETF Tr Daily S&P	$0	$1,000 0.0% of portfolio	100	Q1 2024 Reduced 96.77%
IUSB Ishares Core Total Usd Bond Ma	$0	$1,000 0.0% of portfolio	33	Q1 2023 New
XLF Financial Sector Spdr	$0	$1,000 0.0% of portfolio	31	Q3 2023 Reduced 96.26%
EWU Ishs Msci Utd Kingdom ETF	$0	$1,000 0.0% of portfolio	38	Q3 2019 Reduced 92.69%
SCHB Schwab Strategic Tr Us Broad M	$0	$1,000 0.0% of portfolio	66	Q4 2024 Added 200.0%
IYW Ishares Dj Us Tech ETF	$0	$1,000 0.0% of portfolio	10	Q1 2023 New
EELV Invesco ETF Tr Ii S&P Emerging	$0	$1,000 0.0% of portfolio	65	Q1 2023 New
COMT Ishares U.S. ETF Trust Gsci CO	$0	$0 0.0% of portfolio	2	Q1 2023 New
EZU Ishares Inc Msci Eurozone ETF	$0	$0 0.0% of portfolio	19	Q3 2017 New
EWJ Ishares Msci Japan ETF	$0	$0 0.0% of portfolio	9	Q3 2017 New
JNK Spdr Bloomberg High Yield Bond	$0	$0 0.0% of portfolio	6	Q2 2022 Reduced 76.92%
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	5,750	Q3 2023 Added 900.0%
SCHZ Schwab Us Aggregate Bond ETF	$0	$0 0.0% of portfolio	10	Q4 2024 Added 100.0%
XLRE Select Sector Spdr Tr Real Est	$0	$0 0.0% of portfolio	3	Q3 2017 New
RWO Spdr Dow Jones Global Real Est	$0	$0 0.0% of portfolio	22	Q2 2022 Reduced 55.1%
XLE Energy Sector Spdr	$0	$0 0.0% of portfolio	3	Q1 2023 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$0 0.0% of portfolio	3	Q2 2018 New
TLH Ishares Barclays 10 20 Yr Trea	$0	$0 0.0% of portfolio	3	Q1 2023 New
SHYG Ishares 0 5 Year High Yield CO	$0	$0 0.0% of portfolio	15	Q1 2023 New
IVE Ishares S&P 500 Value ETF	$0	$0 0.0% of portfolio	5	Q3 2024 New
IFRA Ishares Tr	$0	$0 0.0% of portfolio	5	Q1 2023 New
NEAR Blackrock Short Maturity Bond	$0	$0 0.0% of portfolio	13	Q3 2017 New

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