Axis Wealth Partners, LLC ETFs

Axis Wealth Partners, LLC

$119 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DGRW Wisdomtree Tr Us Quality Divid	$0	$4.81 Billion 4.05% of portfolio	59,408	Q4 2024 New
FBND Fidelity Merrimack Str Tr Tota	$0	$4.59 Billion 3.87% of portfolio	102,379	Q4 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$4.53 Billion 3.82% of portfolio	8,413	Q4 2024 New
VYMI Vanguard Whitehall Fds Intl Hi	$0	$4.15 Billion 3.5% of portfolio	61,179	Q4 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$3.85 Billion 3.25% of portfolio	140,945	Q4 2024 New
FDVV Fidelity High Dividend ETF	$0	$3.04 Billion 2.56% of portfolio	60,778	Q4 2024 New
VIG Vanguard Dividend Appreciation	$0	$2.92 Billion 2.46% of portfolio	14,892	Q4 2024 New
SPY Spdr S&P 500 ETF Trust	$0	$2.73 Billion 2.3% of portfolio	4,666	Q4 2024 New
VUG Vanguard Growth ETF	$0	$2.7 Billion 2.28% of portfolio	6,583	Q4 2024 New
AGG Ishares Core U.S. Aggregate Bo	$0	$2.55 Billion 2.15% of portfolio	26,317	Q4 2024 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$2.45 Billion 2.07% of portfolio	59,966	Q4 2024 New
DFAI Dimensional ETF Tr	$0	$2.36 Billion 1.99% of portfolio	80,976	Q4 2024 New
IWR Ishares Russell Mid Cap ETF	$0	$2.14 Billion 1.81% of portfolio	24,252	Q4 2024 New
UITB Usaa ETF Tr Core Intermediate	$0	$2.07 Billion 1.74% of portfolio	44,968	Q4 2024 New
IVW Ishares S&P 500 Growth ETF	$0	$2.06 Billion 1.73% of portfolio	20,251	Q4 2024 New
VYM Vanguard Whitehall Fds (Vangua	$0	$1.93 Billion 1.63% of portfolio	15,120	Q4 2024 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$1.86 Billion 1.57% of portfolio	36,337	Q4 2024 New
DEM Wisdomtree Tr Emerging Mkts Hi	$0	$1.84 Billion 1.55% of portfolio	45,384	Q4 2024 New
PEY Invesco Exchange Traded Fd Tr	$0	$1.6 Billion 1.35% of portfolio	75,185	Q4 2024 New
EFG Msci Eafe Growth ETF	$0	$1.42 Billion 1.2% of portfolio	14,680	Q4 2024 New
DHS Wisdomtree Tr U.S	$0	$1.35 Billion 1.14% of portfolio	15,387	Q4 2024 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$1.32 Billion 1.11% of portfolio	38,085	Q4 2024 New
VOOG Vanguard S&P 500 Growth ETF	$0	$1.29 Billion 1.09% of portfolio	3,531	Q4 2024 New
IVE Ishares S&P 500 Value ETF	$0	$1.22 Billion 1.03% of portfolio	6,383	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$1.2 Billion 1.01% of portfolio	19,315	Q4 2024 New
VEA Vanguard Ftse Developed Market	$0	$1.2 Billion 1.01% of portfolio	25,136	Q4 2024 New
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$1.18 Billion 1.0% of portfolio	11,784	Q4 2024 New
RSP Invesco S&P 500 Equal Weight E	$0	$1.16 Billion 0.97% of portfolio	6,602	Q4 2024 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$1.11 Billion 0.94% of portfolio	14,224	Q4 2024 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$1.07 Billion 0.9% of portfolio	8,103	Q4 2024 New
IUSG Ishares Core S&P U.S Growth Et	$0	$1.04 Billion 0.88% of portfolio	7,484	Q4 2024 New
EFV Msci Eafe Value ETF	$0	$1.04 Billion 0.88% of portfolio	19,799	Q4 2024 New
RECS Columbia ETF Tr I	$0	$996 Million 0.84% of portfolio	28,784	Q4 2024 New
IDV Ishares Tr	$0	$983 Million 0.83% of portfolio	35,894	Q4 2024 New
IWF Ishares Russell 1000 Gr ETF	$0	$969 Million 0.82% of portfolio	2,414	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1	$0	$946 Million 0.8% of portfolio	1,851	Q4 2024 New
DFAS Dimensional ETF Tr U S Small C	$0	$917 Million 0.77% of portfolio	14,091	Q4 2024 New
CDC Victory Portfolios Ii Shs Inco	$0	$849 Million 0.72% of portfolio	13,560	Q4 2024 New
ESGU Ishares Trust Ishares Esg Awar	$0	$833 Million 0.7% of portfolio	6,467	Q4 2024 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$814 Million 0.69% of portfolio	18,110	Q4 2024 New
VONG Vanguard Russell 1000 Growth E	$0	$787 Million 0.66% of portfolio	7,621	Q4 2024 New
LQD Ishares Iboxx $ Investment Gra	$0	$735 Million 0.62% of portfolio	6,881	Q4 2024 New
IJJ Ishares S&P Midcap 400 Value E	$0	$735 Million 0.62% of portfolio	5,881	Q4 2024 New
ANGL Vaneck ETF Tr Fallen Angel Hig	$0	$722 Million 0.61% of portfolio	25,183	Q4 2024 New
IJK Ishares S&P Midcap 400 Growth	$0	$721 Million 0.61% of portfolio	7,930	Q4 2024 New
VTV Vanguard Value ETF	$0	$647 Million 0.54% of portfolio	3,819	Q4 2024 New
VBR Vanguard Small Cap Value ETF	$0	$643 Million 0.54% of portfolio	3,246	Q4 2024 New
IQDG Wisdomtree Tr Intl Quality Div	$0	$568 Million 0.48% of portfolio	16,601	Q4 2024 New
IWD Ishares Russell 1000 Val ETF	$0	$567 Million 0.48% of portfolio	3,065	Q4 2024 New
DFAU Dimensional ETF Tr	$0	$560 Million 0.47% of portfolio	13,833	Q4 2024 New

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