Atlas Legacy Advisors, LLC ETFs

Atlas Legacy Advisors, LLC

$454 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VIG Vanguard Dividend Appreciation	$0	$894 Million 0.2% of portfolio	4,370	Q2 2025 Added 93.36%
EEMV Ishares Msci Emerging Markets	$0	$891 Million 0.2% of portfolio	14,195	Q2 2025 Added 10.7%
ACWX Ishares Msci Acwi Ex Us ETF	$0	$889 Million 0.2% of portfolio	14,582	Q2 2025 Reduced 80.92%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$820 Million 0.18% of portfolio	11,669	Q2 2025 Reduced 15.5%
SMLF Ishares Msci Usa Small Cap Mul	$0	$799 Million 0.18% of portfolio	11,760	Q2 2025 Added 20.26%
IEMG Ishares Inc	$0	$795 Million 0.18% of portfolio	13,245	Q2 2025 New
LRGF Ishares Tr	$0	$674 Million 0.15% of portfolio	10,503	Q4 2024 New
EELV Invesco ETF Tr Ii S&P Emerging	$0	$652 Million 0.14% of portfolio	24,944	Q2 2025 Reduced 36.2%
XLE Energy Sector Spdr	$0	$643 Million 0.14% of portfolio	7,587	Q2 2025 Added 58.16%
PXF Invesco Iftse Rafi Dev Mkts Ex	$0	$642 Million 0.14% of portfolio	11,184	Q2 2025 Added 93.63%
SPYD Spdr Portfolio S&P 500 High Di	$0	$615 Million 0.14% of portfolio	14,500	Q2 2025 New
VBK Vanguard Small Cap Growth ETF	$0	$575 Million 0.13% of portfolio	2,076	Q2 2025 Added 32.48%
AGG Ishares Core U.S. Aggregate Bo	$0	$466 Million 0.1% of portfolio	4,693	Q2 2025 Added 1.71%
DBC Invesco Db Commodity Index Tracking Fund	$3.5B	$464 Million 0.1% of portfolio	21,276	Q2 2025 Reduced 0.21%
FYX First Tr Small Cap Core Alphad	$0	$455 Million 0.1% of portfolio	4,682	Q2 2025 Added 94.92%
MUB Ishares National Muni Bond ETF	$0	$451 Million 0.1% of portfolio	4,316	Q2 2025 Added 16.15%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$447 Million 0.1% of portfolio	9,119	Q2 2025 Added 19.53%
SHM Spdr Nuveen Bloomberg Short Te	$0	$428 Million 0.09% of portfolio	8,958	Q2 2025 Added 40.69%
PWZ Invesco California Amt Free Mu	$0	$412 Million 0.09% of portfolio	17,663	Q2 2025 Reduced 96.03%
MUNI Pimco ETF Tr Inter Mun Bd Acti	$0	$393 Million 0.09% of portfolio	7,657	Q2 2025 Added 24.63%
CGCP Capital Group Core Plus Income	$0	$382 Million 0.08% of portfolio	16,969	Q1 2025 Reduced 1.0%
EMB Ishares Tr	$0	$354 Million 0.08% of portfolio	3,825	Q2 2025 Added 43.1%
RDIV Invesco Exchange Traded Fd Tr	$0	$354 Million 0.08% of portfolio	7,388	Q2 2025 Reduced 0.5%
XMLV Invesco ETF Tr Ii S&P Midcap L	$0	$349 Million 0.08% of portfolio	5,664	Q2 2025 Reduced 1.34%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$327 Million 0.07% of portfolio	743	Q4 2024 New
SUB Ishares Short Term National Mu	$0	$314 Million 0.07% of portfolio	2,957	Q2 2025 Added 37.79%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$313 Million 0.07% of portfolio	4,296	Q2 2025 Reduced 2.83%
EMGF Ishares Msci Emerging Markets	$0	$307 Million 0.07% of portfolio	5,904	Q2 2025 New
DFAI Dimensional ETF Tr	$0	$305 Million 0.07% of portfolio	8,810	Q2 2025 New
SMMU Pimco ETF Tr Sht Term Mun Bd A	$0	$286 Million 0.06% of portfolio	5,702	Q2 2025 Added 37.7%
ACWI Ishares Msci Acwi ETF	$0	$285 Million 0.06% of portfolio	2,219	Q2 2025 Reduced 70.93%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$271 Million 0.06% of portfolio	5,089	Q1 2025 Reduced 2.06%
IWM Ishares Russell 2000 ETF	$0	$259 Million 0.06% of portfolio	1,199	Q2 2025 Added 1.44%
PZA Invesco ETF Tr Ii Natl Amt Fre	$0	$250 Million 0.06% of portfolio	11,165	Q2 2025 New
IWF Ishares Russell 1000 Gr ETF	$0	$239 Million 0.05% of portfolio	563	Q4 2024 New
AOA Ishares Tr Core Aggressive All	$0	$232 Million 0.05% of portfolio	2,778	Q2 2025 Reduced 3.47%
BSV Vanguard Bd Index Fd Inc Short	$0	$216 Million 0.05% of portfolio	2,745	Q1 2025 New

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