Alpine Bank Wealth Management ETFs

Alpine Bank Wealth Management

$711 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWR Ishares Russell Mid Cap ETF	$0	$317 Million 0.04% of portfolio	3,285	Q2 2025 Reduced 14.34%
IWV Ishares Russell 3000 ETF	$0	$303 Million 0.04% of portfolio	800	Q3 2024 New
AGRH Ishares U S ETF Tr Int Rate Hd	$0	$275 Million 0.04% of portfolio	10,545	Q3 2025 Reduced 56.14%
IAU Ishares Gold Trust	$63.9B	$252 Million 0.04% of portfolio	3,461	Q3 2024 New
EFG Msci Eafe Growth ETF	$0	$182 Million 0.03% of portfolio	1,600	Q1 2025 Reduced 37.5%
SCHD Schwab Strategic Tr Us Dividen	$0	$181 Million 0.03% of portfolio	6,636	Q1 2025 Added 200.0%
IJT Ishares S&P Small Cap 600 Grow	$0	$177 Million 0.02% of portfolio	1,250	Q3 2025 Reduced 12.1%
MGV Vanguard Mega Cap Value	$0	$165 Million 0.02% of portfolio	1,200	Q3 2024 New
VIG Vanguard Dividend Appreciation	$0	$120 Million 0.02% of portfolio	557	Q3 2024 New
XLK Technology Sector Spdr	$0	$97.2 Million 0.01% of portfolio	345	Q2 2025 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$97.1 Million 0.01% of portfolio	1,831	Q2 2025 Added 6.45%
VSGX Vanguard World Fd Esg Intl Stk	$0	$87.5 Million 0.01% of portfolio	1,262	Q1 2025 Reduced 39.73%
IBB Ishares Biotechnology ETF	$0	$84.5 Million 0.01% of portfolio	585	Q3 2024 New
MGK Vanguard Mega Cap Growth ETF	$0	$84.1 Million 0.01% of portfolio	209	Q2 2025 New
NULG Nuveen Esg Large Cap Growth Et	$0	$66.8 Million 0.01% of portfolio	672	Q1 2025 Reduced 96.3%
QQQ Invesco Qqq Trust, Series 1	$0	$51 Million 0.01% of portfolio	85	Q2 2025 Reduced 20.56%
SCHX Schwab Strategic Tr Us Large C	$0	$49.8 Million 0.01% of portfolio	1,892	Q3 2025 New
VONV Vanguard Russell 1000 Value Et	$0	$41.1 Million 0.01% of portfolio	460	Q3 2024 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$33.1 Million 0.0% of portfolio	424	Q3 2025 New
DON Wisdomtree Tr U.S. Midcap Divi	$0	$27.7 Million 0.0% of portfolio	530	Q3 2024 New
EEMV Ishares Msci Emerging Markets	$0	$27 Million 0.0% of portfolio	423	Q2 2025 New
SCHA Schwab Strategic Tr Us Small C	$0	$24.3 Million 0.0% of portfolio	870	Q2 2025 New
VFH Vanguard Financial ETF	$0	$20.9 Million 0.0% of portfolio	159	Q2 2025 New
EWC Ishares Msci Canada ETF	$0	$20.2 Million 0.0% of portfolio	400	Q3 2025 Reduced 55.56%
XLV Select Sector Spdr Fund Health	$0	$18.4 Million 0.0% of portfolio	132	Q2 2025 New
DLS Wisdomtree Tr Intl Small Cap D	$0	$16.5 Million 0.0% of portfolio	207	Q2 2025 New
QUAL Ishares Msci Usa Quality Facto	$0	$16.3 Million 0.0% of portfolio	84	Q3 2025 New
SCHO Schwab Short Term Us Treasury	$0	$15.5 Million 0.0% of portfolio	636	Q2 2025 New
XLP Consumer Staples Sector Spdr	$0	$15.5 Million 0.0% of portfolio	198	Q2 2025 New
ESGU Ishares Trust Ishares Esg Awar	$0	$15 Million 0.0% of portfolio	103	Q3 2025 New
XLE Energy Sector Spdr	$0	$11 Million 0.0% of portfolio	123	Q2 2025 New
IVLU Ishares Tr Edge Msci Intl Valu	$0	$10 Million 0.0% of portfolio	283	Q3 2025 New
IEV Ishares Tr Europe ETF	$0	$7.92 Million 0.0% of portfolio	121	Q3 2025 New
XLY Select Sector Spdr Consumer Di	$0	$7.91 Million 0.0% of portfolio	33	Q2 2025 New
IYW Ishares Dj Us Tech ETF	$0	$7.44 Million 0.0% of portfolio	38	Q3 2025 New
OEF Ishares S&P 100 ETF	$0	$6.66 Million 0.0% of portfolio	20	Q3 2024 New
DFAI Dimensional ETF Tr	$0	$5.23 Million 0.0% of portfolio	144	Q2 2025 New
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$4.89 Million 0.0% of portfolio	85	Q3 2024 New
IWB Ishares Tr Russell 1000 ETF	$0	$4.75 Million 0.0% of portfolio	13	Q3 2025 New
IEI Ishares Barclays 3 7 Yr Treas	$0	$4.3 Million 0.0% of portfolio	36	Q2 2025 New
SPIB Spdr Portfolio Intermediate Te	$0	$2.95 Million 0.0% of portfolio	87	Q2 2025 New
DYNF Blackrock ETF Tr U S Equity Fa	$0	$2.61 Million 0.0% of portfolio	44	Q3 2025 New
SPTL Spdr Portfolio Long Term Treas	$0	$1.48 Million 0.0% of portfolio	55	Q3 2025 New

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