Atlas Legacy Advisors, LLC ETFs

Atlas Legacy Advisors, LLC

$394 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
EEMV Ishares Msci Emerging Markets	$0	$754 Million 0.19% of portfolio	12,823	Q1 2025 Reduced 11.85%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$748 Million 0.19% of portfolio	13,809	Q1 2025 Reduced 25.04%
SMLF Ishares Msci Usa Small Cap Mul	$0	$632 Million 0.16% of portfolio	9,779	Q1 2025 Reduced 6.25%
LRGF Ishares Tr	$0	$626 Million 0.16% of portfolio	10,503	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1	$0	$573 Million 0.15% of portfolio	1,221	Q1 2025 Reduced 31.13%
DVY Ishares Tr	$0	$567 Million 0.14% of portfolio	4,222	Q4 2024 New
DBC Invesco Db Commodity Index Tracking Fund	$3.41B	$474 Million 0.12% of portfolio	21,320	Q4 2024 New
AGG Ishares Core U.S. Aggregate Bo	$0	$456 Million 0.12% of portfolio	4,614	Q4 2024 New
XLE Energy Sector Spdr	$0	$448 Million 0.11% of portfolio	4,797	Q4 2024 New
VIG Vanguard Dividend Appreciation	$0	$438 Million 0.11% of portfolio	2,260	Q1 2025 Reduced 46.19%
VBK Vanguard Small Cap Growth ETF	$0	$395 Million 0.1% of portfolio	1,567	Q1 2025 Reduced 6.17%
MUB Ishares National Muni Bond ETF	$0	$391 Million 0.1% of portfolio	3,716	Q1 2025 Reduced 18.17%
CGCP Capital Group Core Plus Income	$0	$382 Million 0.1% of portfolio	16,969	Q1 2025 Reduced 1.0%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$378 Million 0.1% of portfolio	7,629	Q1 2025 Reduced 18.98%
VLUE Ishares Msci Usa Value Factor	$0	$371 Million 0.09% of portfolio	3,426	Q1 2025 Added 23.1%
RDIV Invesco Exchange Traded Fd Tr	$0	$362 Million 0.09% of portfolio	7,425	Q1 2025 Reduced 0.68%
XMLV Invesco ETF Tr Ii S&P Midcap L	$0	$351 Million 0.09% of portfolio	5,741	Q1 2025 Added 15.21%
XLC Select Sector Spdr Tr Communic	$0	$334 Million 0.08% of portfolio	3,459	Q1 2025 Reduced 58.3%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$330 Million 0.08% of portfolio	4,421	Q1 2025 Reduced 0.81%
MUNI Pimco ETF Tr Inter Mun Bd Acti	$0	$317 Million 0.08% of portfolio	6,144	Q1 2025 Reduced 21.26%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$312 Million 0.08% of portfolio	743	Q4 2024 New
PXF Invesco Iftse Rafi Dev Mkts Ex	$0	$304 Million 0.08% of portfolio	5,776	Q1 2025 Reduced 45.65%
SHM Spdr Nuveen Bloomberg Short Te	$0	$303 Million 0.08% of portfolio	6,367	Q1 2025 Reduced 21.77%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$267 Million 0.07% of portfolio	5,089	Q1 2025 Reduced 2.06%
VDE Vanguard Energy ETF	$0	$263 Million 0.07% of portfolio	2,032	Q1 2025 Reduced 6.66%
EMB Ishares Tr	$0	$243 Million 0.06% of portfolio	2,673	Q1 2025 Reduced 0.56%
IWM Ishares Russell 2000 ETF	$0	$236 Million 0.06% of portfolio	1,182	Q1 2025 Added 11.09%
SUB Ishares Short Term National Mu	$0	$227 Million 0.06% of portfolio	2,146	Q1 2025 Reduced 27.25%
AOA Ishares Tr Core Aggressive All	$0	$224 Million 0.06% of portfolio	2,878	Q1 2025 Reduced 6.1%
FYX First Tr Small Cap Core Alphad	$0	$216 Million 0.05% of portfolio	2,402	Q1 2025 Reduced 48.7%
BSV Vanguard Bd Index Fd Inc Short	$0	$215 Million 0.05% of portfolio	2,745	Q1 2025 New
SMMU Pimco ETF Tr Sht Term Mun Bd A	$0	$207 Million 0.05% of portfolio	4,141	Q1 2025 Reduced 28.68%
IWF Ishares Russell 1000 Gr ETF	$0	$203 Million 0.05% of portfolio	563	Q4 2024 New

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