Beaird Harris Wealth Management, LLC ETFs

Beaird Harris Wealth Management, LLC

$1.1 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IQDG Wisdomtree Tr Intl Quality Div	$0	$51,000 0.0% of portfolio	1,440	Q2 2024 New
VNQI Vanguard Global Ex U.S. Real	$0	$50,000 0.0% of portfolio	1,251	Q1 2025 Reduced 32.89%
BIZD Vaneck Vectors ETF Tr Bdc Inco	$0	$47,000 0.0% of portfolio	2,809	Q4 2024 New
SCHG Schwab Strategic Tr Us Large C	$0	$47,000 0.0% of portfolio	1,912	Q4 2024 Added 300.0%
MLPA Global X Mlp ETF	$0	$43,000 0.0% of portfolio	821	Q2 2024 New
EFAV Ishares Msci Eafe Min Vol Fact	$0	$43,000 0.0% of portfolio	560	Q1 2025 Added 109.74%
NOBL Proshares S&P 500 Dividend Ari	$0	$43,000 0.0% of portfolio	427	Q4 2021 New
GLDM World Gold Trust	$9.7B	$40,000 0.0% of portfolio	662	Q2 2023 Reduced 6.76%
VIG Vanguard Dividend Appreciation	$0	$38,000 0.0% of portfolio	209	Q1 2023 Reduced 3.24%
IDU Ishares Tr U S Utils ETF	$0	$37,000 0.0% of portfolio	370	Q1 2025 Reduced 6.57%
VGT Vanguard Information Technolog	$0	$36,000 0.0% of portfolio	68	Q4 2024 Added 19.3%
HEFA Ishares Currency Hedged Msci E	$0	$35,000 0.0% of portfolio	976	Q1 2025 Added 5.86%
USMV Ishares Msci Usa Min Vol Facto	$0	$32,000 0.0% of portfolio	349	Q4 2024 Reduced 0.29%
IDV Ishares Tr	$0	$32,000 0.0% of portfolio	1,035	Q1 2025 Reduced 7.17%
SLV I Shares Silver Trust	$18.2B	$31,000 0.0% of portfolio	1,020	Q3 2022 Added 920.0%
FPX First Trust Us Equity Opportun	$0	$30,000 0.0% of portfolio	274	Q4 2021 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$29,000 0.0% of portfolio	71	Q4 2024 Added 39.22%
DFIS Dimensional ETF Tr Dimensional	$0	$28,000 0.0% of portfolio	1,090	Q4 2023 Reduced 68.77%
XLV Select Sector Spdr Fund Health	$0	$21,000 0.0% of portfolio	148	Q2 2024 Added 825.0%
DBEF Xtrackers Msci Eafe Hedged Equ	$0	$21,000 0.0% of portfolio	486	Q3 2024 New
LQD Ishares Iboxx $ Investment Gra	$0	$21,000 0.0% of portfolio	198	Q1 2025 Reduced 41.07%
SCHO Schwab Short Term Us Treasury	$0	$20,000 0.0% of portfolio	828	Q1 2025 Reduced 4.61%
ONEQ Fidelity Nasdaq Composite Inde	$0	$19,000 0.0% of portfolio	290	Q1 2025 New
VYMI Vanguard Whitehall Fds Intl Hi	$0	$17,000 0.0% of portfolio	232	Q1 2025 Reduced 17.73%
SCHB Schwab Strategic Tr Us Broad M	$0	$16,000 0.0% of portfolio	750	Q4 2024 Added 143.51%
IXUS Ishares Tr	$0	$14,000 0.0% of portfolio	208	Q3 2024 Reduced 11.49%
AVES American Centy ETF Tr Avantis	$0	$14,000 0.0% of portfolio	305	Q1 2024 Reduced 70.24%
IJK Ishares S&P Midcap 400 Growth	$0	$13,000 0.0% of portfolio	159	Q4 2024 Added 297.5%
IJJ Ishares S&P Midcap 400 Value E	$0	$12,000 0.0% of portfolio	108	Q1 2025 Added 14.89%
QQQM Invesco Exchange Traded Fd Tr	$0	$11,000 0.0% of portfolio	62	Q4 2024 New
IWM Ishares Russell 2000 ETF	$0	$8,000 0.0% of portfolio	45	Q1 2025 New
XLY Select Sector Spdr Consumer Di	$0	$6,000 0.0% of portfolio	33	Q4 2024 Reduced 98.76%
VOOG Vanguard S&P 500 Growth ETF	$0	$6,000 0.0% of portfolio	20	Q4 2024 New
METV Listed Fds Tr Roundhill Ball M	$0	$5,000 0.0% of portfolio	442	Q1 2025 Added 9.41%
SCHD Schwab Strategic Tr Us Dividen	$0	$5,000 0.0% of portfolio	194	Q1 2025 Added 0.52%
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$4,000 0.0% of portfolio	94	Q1 2025 New
BNDX Vanguard Total International B	$0	$4,000 0.0% of portfolio	93	Q4 2024 Reduced 1.06%
SPYG Spdr Portfolio	$0	$4,000 0.0% of portfolio	51	Q2 2024 New
XLE Energy Sector Spdr	$0	$4,000 0.0% of portfolio	44	Q4 2024 Reduced 98.15%
VT Vanguard Total World Stk Index	$0	$4,000 0.0% of portfolio	39	Q1 2025 Reduced 9.3%
FNDE Schwab Fundamental Emerging Mk	$0	$1,000 0.0% of portfolio	52	Q2 2024 Reduced 5.45%
VTWO Vanguard Russell 2000 ETF	$0	$0 0.0% of portfolio	5	Q3 2024 Reduced 86.11%
IVLU Ishares Tr Edge Msci Intl Valu	$0	$0 0.0% of portfolio	16	Q1 2024 Reduced 98.68%
IQLT Ishares Msci Intl Quality Fact	$0	$0 0.0% of portfolio	18	Q2 2024 Reduced 21.74%

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