Alpha Cubed Investments, LLC ETFs

Alpha Cubed Investments, LLC

$2.18 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IJR Ishares Core S&P Sm Cap ETF	$0	$428,000 0.02% of portfolio	3,718	Q4 2024 Reduced 7.21%
ITOT Ishares Core S&P Total U.S. St	$0	$391,000 0.02% of portfolio	3,044	Q4 2024 Reduced 35.73%
IWM Ishares Russell 2000 ETF	$0	$390,000 0.02% of portfolio	1,768	Q4 2024 New
GLD Spdr Gold Trust	$86B	$385,000 0.02% of portfolio	1,592	Q4 2024 Reduced 12.04%
IJH Ishares Core S&P Mid Cap ETF	$0	$372,000 0.02% of portfolio	5,971	Q4 2024 Added 0.52%
MTUM Ishares Msci Usa Momentum Fact	$0	$367,000 0.02% of portfolio	1,774	Q4 2024 Added 0.06%
VOOV Vanguard S&P 500 Value ETF	$0	$365,000 0.02% of portfolio	1,983	Q3 2024 Reduced 1.73%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$354,000 0.02% of portfolio	7,079	Q4 2024 Added 0.34%
CDC Victory Portfolios Ii Shs Inco	$0	$320,000 0.01% of portfolio	5,127	Q4 2024 Reduced 7.7%
NEAR Blackrock Short Maturity Bond	$0	$316,000 0.01% of portfolio	6,272	Q4 2024 Added 22.14%
IWV Ishares Russell 3000 ETF	$0	$297,000 0.01% of portfolio	890	Q3 2023 Reduced 0.45%
XLF Financial Sector Spdr	$0	$292,000 0.01% of portfolio	6,054	Q4 2024 Added 15.67%
VEA Vanguard Ftse Developed Market	$0	$287,000 0.01% of portfolio	6,006	Q4 2024 Added 11.33%
MGC Vanguard Mega Cap ETF	$0	$282,000 0.01% of portfolio	1,327	Q4 2024 Reduced 8.29%
SPYV Spdr Portfolio S&P 500 Value E	$0	$264,000 0.01% of portfolio	5,164	Q4 2024 Reduced 9.21%
SPIB Spdr Portfolio Intermediate Te	$0	$263,000 0.01% of portfolio	8,036	Q4 2024 Added 4.05%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$261,000 0.01% of portfolio	459	Q4 2024 New
PWV Invesco Exchange Traded Fd Tr	$0	$257,000 0.01% of portfolio	4,532	Q4 2024 Reduced 0.11%
DFUV Dimensional ETF Tr Us Marketwi	$0	$247,000 0.01% of portfolio	6,053	Q2 2024 Reduced 6.93%
VPU Vanguard Utilities ETF	$0	$242,000 0.01% of portfolio	1,486	Q4 2024 Reduced 7.76%
SCHB Schwab Strategic Tr Us Broad M	$0	$231,000 0.01% of portfolio	10,186	Q4 2024 Added 142.64%
IEF Ishares Barclays	$0	$227,000 0.01% of portfolio	2,461	Q4 2024 Reduced 24.18%
XNTK Spdr Series Trust Spdr Nyse Te	$0	$224,000 0.01% of portfolio	1,114	Q4 2024 Reduced 11.87%
NOBL Proshares S&P 500 Dividend Ari	$0	$224,000 0.01% of portfolio	2,258	Q4 2024 Reduced 19.84%
SLV I Shares Silver Trust	$14.5B	$222,000 0.01% of portfolio	8,456	Q4 2024 Added 4.32%
XLY Select Sector Spdr Consumer Di	$0	$218,000 0.01% of portfolio	972	Q4 2024 New
BUG Global X Fds Cybersecurity ETF	$0	$212,000 0.01% of portfolio	6,619	Q4 2024 New
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$210,000 0.01% of portfolio	4,364	Q4 2024 Added 1.09%
IAU Ishares Gold Trust	$43.2B	$205,000 0.01% of portfolio	4,157	Q3 2024 Reduced 25.81%

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