Altium Wealth Management LLC ETFs

Altium Wealth Management LLC

$1.39 Billion
Q2 2022

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VEU Vanguard Ftse All World Ex Us	$0	$363,000 0.03% of portfolio	7,266	Q2 2022 Added 15.1%
IBMN Ishares Tr Ibonds Dec 2025 Ter	$0	$353,000 0.03% of portfolio	13,266	Q2 2022 Reduced 44.65%
IJK Ishares S&P Midcap 400 Growth	$0	$343,000 0.02% of portfolio	5,388	Q1 2022 Added 25.54%
VOE Vanguard Mid Cap Value Index F	$0	$329,000 0.02% of portfolio	2,542	Q1 2022 Reduced 0.94%
IJJ Ishares S&P Midcap 400 Value E	$0	$320,000 0.02% of portfolio	3,392	Q2 2022 Reduced 2.72%
EWU Ishs Msci Utd Kingdom ETF	$0	$297,000 0.02% of portfolio	9,906	Q1 2022 Added 60.92%
VBR Vanguard Small Cap Value ETF	$0	$296,000 0.02% of portfolio	1,976	Q2 2022 Reduced 14.09%
USMV Ishares Msci Usa Min Vol Facto	$0	$290,000 0.02% of portfolio	4,126	Q2 2022 Added 29.18%
GLD Spdr Gold Trust	$83.6B	$285,000 0.02% of portfolio	1,690	Q2 2022 Reduced 8.25%
IAU Ishares Gold Trust	$42B	$283,000 0.02% of portfolio	8,259	Q1 2022 Reduced 5.4%
IBMK Ishares Ibonds Dec 2022 Term M	$0	$280,000 0.02% of portfolio	10,810	Q2 2022 Reduced 50.58%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$269,000 0.02% of portfolio	5,277	Q2 2022 New
TIP Ishares Tr Tips Bd ETF	$0	$262,000 0.02% of portfolio	2,303	Q2 2022 Reduced 18.42%
MGC Vanguard Mega Cap ETF	$0	$257,000 0.02% of portfolio	1,947	Q2 2022 Reduced 77.91%
VONG Vanguard Russell 1000 Growth E	$0	$250,000 0.02% of portfolio	4,436	Q4 2021 Reduced 19.29%
DVY Ishares Tr	$0	$246,000 0.02% of portfolio	2,093	Q1 2022 Reduced 8.68%
VBK Vanguard Small Cap Growth ETF	$0	$238,000 0.02% of portfolio	1,209	Q2 2022 Reduced 2.97%
IBMO Ishares Tr Ibonds December 202	$0	$232,000 0.02% of portfolio	9,137	Q2 2022 New
IBMP Ishares Tr Ibonds December 202	$0	$231,000 0.02% of portfolio	9,176	Q2 2022 New
DTD Wisdomtree Tr U.S Total Divide	$0	$223,000 0.02% of portfolio	3,856	Q2 2022 New
XME Spdr Ser Tr Spdr S&P Metals &	$0	$222,000 0.02% of portfolio	5,122	Q4 2021 New
BKLC Bny Mellon ETF Tr Us Large Cap	$0	$220,000 0.02% of portfolio	3,150	Q1 2022 New
XLY Select Sector Spdr Consumer Di	$0	$219,000 0.02% of portfolio	1,591	Q2 2022 Reduced 14.78%
FNDF Schwab Fundamental Intl Large	$0	$207,000 0.01% of portfolio	7,324	Q2 2022 Added 5.79%

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