Alpine Bank Wealth Management ETFs

Alpine Bank Wealth Management

$662 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IAU Ishares Gold Trust	$54.9B	$216 Million 0.03% of portfolio	3,461	Q3 2024 New
IJT Ishares S&P Small Cap 600 Grow	$0	$189 Million 0.03% of portfolio	1,422	Q2 2025 Reduced 12.33%
EFG Msci Eafe Growth ETF	$0	$179 Million 0.03% of portfolio	1,600	Q1 2025 Reduced 37.5%
SCHD Schwab Strategic Tr Us Dividen	$0	$176 Million 0.03% of portfolio	6,636	Q1 2025 Added 200.0%
MGV Vanguard Mega Cap Value	$0	$157 Million 0.02% of portfolio	1,200	Q3 2024 New
DIVO Amplify ETF Tr Amplify Cwp Enh	$0	$117 Million 0.02% of portfolio	2,757	Q2 2025 New
VIG Vanguard Dividend Appreciation	$0	$114 Million 0.02% of portfolio	557	Q3 2024 New
PFLD ETF Ser Solutions Aam Low Dura	$0	$102 Million 0.02% of portfolio	5,185	Q2 2025 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$96.6 Million 0.01% of portfolio	1,831	Q2 2025 Added 6.45%
MLPA Global X Mlp ETF	$0	$91.1 Million 0.01% of portfolio	1,815	Q2 2025 New
XLK Technology Sector Spdr	$0	$87.4 Million 0.01% of portfolio	345	Q2 2025 New
VSGX Vanguard World Fd Esg Intl Stk	$0	$82.7 Million 0.01% of portfolio	1,262	Q1 2025 Reduced 39.73%
MGK Vanguard Mega Cap Growth ETF	$0	$76.5 Million 0.01% of portfolio	209	Q2 2025 New
IBB Ishares Biotechnology ETF	$0	$74 Million 0.01% of portfolio	585	Q3 2024 New
NULG Nuveen Esg Large Cap Growth Et	$0	$63.1 Million 0.01% of portfolio	672	Q1 2025 Reduced 96.3%
QQQ Invesco Qqq Trust, Series 1	$0	$46.9 Million 0.01% of portfolio	85	Q2 2025 Reduced 20.56%
EWC Ishares Msci Canada ETF	$0	$41.6 Million 0.01% of portfolio	900	Q3 2024 New
VONV Vanguard Russell 1000 Value Et	$0	$39.2 Million 0.01% of portfolio	460	Q3 2024 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$34 Million 0.01% of portfolio	60	Q3 2024 New
IYJ Ishares Tr	$0	$31.3 Million 0.0% of portfolio	220	Q3 2024 New
EEMV Ishares Msci Emerging Markets	$0	$26.6 Million 0.0% of portfolio	423	Q2 2025 New
DON Wisdomtree Tr U.S. Midcap Divi	$0	$26.6 Million 0.0% of portfolio	530	Q3 2024 New
SCHA Schwab Strategic Tr Us Small C	$0	$22 Million 0.0% of portfolio	870	Q2 2025 New
VFH Vanguard Financial ETF	$0	$20.2 Million 0.0% of portfolio	159	Q2 2025 New
XLV Select Sector Spdr Fund Health	$0	$17.8 Million 0.0% of portfolio	132	Q2 2025 New
XLP Consumer Staples Sector Spdr	$0	$16 Million 0.0% of portfolio	198	Q2 2025 New
DLS Wisdomtree Tr Intl Small Cap D	$0	$15.5 Million 0.0% of portfolio	207	Q2 2025 New
SCHO Schwab Short Term Us Treasury	$0	$15.5 Million 0.0% of portfolio	636	Q2 2025 New
XLE Energy Sector Spdr	$0	$10.4 Million 0.0% of portfolio	123	Q2 2025 New
XLY Select Sector Spdr Consumer Di	$0	$7.17 Million 0.0% of portfolio	33	Q2 2025 New
OEF Ishares S&P 100 ETF	$0	$6.09 Million 0.0% of portfolio	20	Q3 2024 New
DFAI Dimensional ETF Tr	$0	$4.98 Million 0.0% of portfolio	144	Q2 2025 New
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$4.62 Million 0.0% of portfolio	85	Q3 2024 New
IEI Ishares Barclays 3 7 Yr Treas	$0	$4.29 Million 0.0% of portfolio	36	Q2 2025 New
SPIB Spdr Portfolio Intermediate Te	$0	$2.92 Million 0.0% of portfolio	87	Q2 2025 New

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