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
GSLC Goldman Sachs ETF Tr Activebet	$0	$550 Million 0.46% of portfolio	4,773	Q4 2024 New
BUFR First Tr Ex Td Viii Ft Cboe Ve	$0	$548 Million 0.46% of portfolio	17,995	Q4 2024 New
JCPB J P Morgan Exchange Traded Fd	$0	$545 Million 0.46% of portfolio	11,824	Q4 2024 New
IVV Ishares Core S&P 500 ETF	$0	$545 Million 0.46% of portfolio	925	Q4 2024 New
VBK Vanguard Small Cap Growth ETF	$0	$544 Million 0.46% of portfolio	1,942	Q4 2024 New
VCIT Vanguard Intermediate Term Cor	$0	$518 Million 0.44% of portfolio	6,459	Q4 2024 New
VGIT Vanguard Intermediate Term Tre	$0	$517 Million 0.44% of portfolio	8,921	Q4 2024 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$496 Million 0.42% of portfolio	8,411	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$493 Million 0.42% of portfolio	11,187	Q4 2024 New
VTC Vanguard Scottsdale Fds Total	$0	$490 Million 0.41% of portfolio	6,467	Q4 2024 New
DFAT Dimensional ETF Tr U S Target	$0	$475 Million 0.4% of portfolio	8,527	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$468 Million 0.39% of portfolio	6,503	Q4 2024 New
ITOT Ishares Core S&P Total U.S. St	$0	$458 Million 0.39% of portfolio	3,560	Q4 2024 New
OMFL Invesco Exchange Traded Self I	$0	$456 Million 0.38% of portfolio	8,404	Q4 2024 New
XLU Utilities Sector Spdr	$0	$444 Million 0.37% of portfolio	5,870	Q4 2024 New
LVHI Franklin International Low Vol	$0	$421 Million 0.35% of portfolio	13,789	Q4 2024 New
DUHP Dimensional ETF Tr Dimensional	$0	$407 Million 0.34% of portfolio	12,046	Q4 2024 New
BNDX Vanguard Total International B	$0	$405 Million 0.34% of portfolio	8,263	Q4 2024 New
SHY Ishares Barclays 1 3 Year Trea	$0	$392 Million 0.33% of portfolio	4,779	Q4 2024 New
SCHG Schwab Strategic Tr Us Large C	$0	$349 Million 0.29% of portfolio	12,518	Q4 2024 New
JEPI J P Morgan Exchange Traded Fd	$0	$333 Million 0.28% of portfolio	5,790	Q4 2024 New
HYG Ishares Tr	$0	$324 Million 0.27% of portfolio	4,116	Q4 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$316 Million 0.27% of portfolio	4,176	Q4 2024 New
GOVT Ishares U.S. Treasury Bond ETF	$0	$308 Million 0.26% of portfolio	13,404	Q4 2024 New
IWP Ishares Russell Mid Cap Growth	$0	$308 Million 0.26% of portfolio	2,429	Q4 2024 New
WTMF Wisdomtree Tr Managed Futures	$0	$302 Million 0.25% of portfolio	8,643	Q4 2024 New
SUB Ishares Short Term National Mu	$0	$296 Million 0.25% of portfolio	2,804	Q4 2024 New
SHM Spdr Nuveen Bloomberg Short Te	$0	$289 Million 0.24% of portfolio	6,095	Q4 2024 New
DTH Wisdomtree Tr	$0	$287 Million 0.24% of portfolio	7,595	Q4 2024 New
VO Vanguard Mid Cap ETF	$0	$282 Million 0.24% of portfolio	1,068	Q4 2024 New
IWM Ishares Russell 2000 ETF	$0	$278 Million 0.23% of portfolio	1,257	Q4 2024 New
MUB Ishares National Muni Bond ETF	$0	$273 Million 0.23% of portfolio	2,558	Q4 2024 New
VNQ Vanguard Specialized Funds Van	$0	$270 Million 0.23% of portfolio	3,031	Q4 2024 New
JNK Spdr Bloomberg High Yield Bond	$0	$269 Million 0.23% of portfolio	2,822	Q4 2024 New
SUSA Ishares Tr Msci Usa Esg Select	$0	$262 Million 0.22% of portfolio	2,151	Q4 2024 New
ITA Ishares Tr	$0	$257 Million 0.22% of portfolio	1,770	Q4 2024 New
SRLN Ssga Active Trust	$0	$257 Million 0.22% of portfolio	6,150	Q4 2024 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$255 Million 0.21% of portfolio	5,087	Q4 2024 New
UCON First Tr ETF Viii Tcw Unconstr	$0	$254 Million 0.21% of portfolio	10,297	Q4 2024 New
FLQM Franklin Templeton ETF Tr Libe	$0	$245 Million 0.21% of portfolio	4,511	Q4 2024 New
DFCF Dimensional ETF Tr Core Fxd In	$0	$243 Million 0.2% of portfolio	5,880	Q4 2024 New
PFF Ishares Trust Ishares Pfd And	$0	$242 Million 0.2% of portfolio	7,683	Q4 2024 New
DES Wisdomtree Tr U.S. Smallcap Di	$0	$231 Million 0.19% of portfolio	6,719	Q4 2024 New
MTUM Ishares Msci Usa Momentum Fact	$0	$217 Million 0.18% of portfolio	1,049	Q4 2024 New
JMUB Jp Morgan Tr Mun ETF (De)	$0	$216 Million 0.18% of portfolio	4,298	Q4 2024 New
USTB Victory Portfolios Ii Victorys	$0	$205 Million 0.17% of portfolio	4,085	Q4 2024 New

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