Beaird Harris Wealth Management, LLC ETFs

Beaird Harris Wealth Management, LLC

$1.08 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
EWX Spdr S&P Emerging Markets Smal	$0	$58,000 0.01% of portfolio	1,002	Q4 2024 Added 1.42%
QQQE Direxion Nasdaq 100 Equal Weig	$0	$56,000 0.01% of portfolio	624	Q2 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$55,000 0.01% of portfolio	480	Q3 2024 Added 1.27%
SCHG Schwab Strategic Tr Us Large C	$0	$53,000 0.0% of portfolio	1,912	Q4 2024 Added 300.0%
IJH Ishares Core S&P Mid Cap ETF	$0	$50,000 0.0% of portfolio	805	Q3 2024 Reduced 4.17%
IQDG Wisdomtree Tr Intl Quality Div	$0	$49,000 0.0% of portfolio	1,440	Q2 2024 New
BIZD Vaneck Vectors ETF Tr Bdc Inco	$0	$46,000 0.0% of portfolio	2,809	Q4 2024 New
VGT Vanguard Information Technolog	$0	$42,000 0.0% of portfolio	68	Q4 2024 Added 19.3%
NOBL Proshares S&P 500 Dividend Ari	$0	$42,000 0.0% of portfolio	427	Q4 2021 New
MLPA Global X Mlp ETF	$0	$40,000 0.0% of portfolio	821	Q2 2024 New
IDU Ishares Tr U S Utils ETF	$0	$38,000 0.0% of portfolio	396	Q4 2021 New
VIG Vanguard Dividend Appreciation	$0	$38,000 0.0% of portfolio	209	Q1 2023 Reduced 3.24%
LQD Ishares Iboxx $ Investment Gra	$0	$35,000 0.0% of portfolio	336	Q4 2022 Reduced 55.44%
GLDM World Gold Trust	$9.66B	$34,000 0.0% of portfolio	662	Q2 2023 Reduced 6.76%
HEFA Ishares Currency Hedged Msci E	$0	$32,000 0.0% of portfolio	922	Q4 2024 Reduced 11.52%
FPX First Trust Us Equity Opportun	$0	$32,000 0.0% of portfolio	274	Q4 2021 New
USMV Ishares Msci Usa Min Vol Facto	$0	$30,000 0.0% of portfolio	349	Q4 2024 Reduced 0.29%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$30,000 0.0% of portfolio	71	Q4 2024 Added 39.22%
IDV Ishares Tr	$0	$30,000 0.0% of portfolio	1,115	Q2 2024 Reduced 19.38%
DFIS Dimensional ETF Tr Dimensional	$0	$26,000 0.0% of portfolio	1,090	Q4 2023 Reduced 68.77%
SLV I Shares Silver Trust	$15.5B	$26,000 0.0% of portfolio	1,020	Q3 2022 Added 920.0%
PFF Ishares Trust Ishares Pfd And	$0	$23,000 0.0% of portfolio	745	Q3 2024 Reduced 11.83%
SCHO Schwab Short Term Us Treasury	$0	$20,000 0.0% of portfolio	868	Q4 2024 Added 92.46%
DBEF Xtrackers Msci Eafe Hedged Equ	$0	$20,000 0.0% of portfolio	486	Q3 2024 New
XLV Select Sector Spdr Fund Health	$0	$20,000 0.0% of portfolio	148	Q2 2024 Added 825.0%
VYMI Vanguard Whitehall Fds Intl Hi	$0	$19,000 0.0% of portfolio	282	Q3 2024 Reduced 48.35%
EFAV Ishares Msci Eafe Min Vol Fact	$0	$18,000 0.0% of portfolio	267	Q3 2024 Reduced 4.3%
SCHB Schwab Strategic Tr Us Broad M	$0	$17,000 0.0% of portfolio	750	Q4 2024 Added 143.51%
IJK Ishares S&P Midcap 400 Growth	$0	$14,000 0.0% of portfolio	159	Q4 2024 Added 297.5%
AVES American Centy ETF Tr Avantis	$0	$14,000 0.0% of portfolio	305	Q1 2024 Reduced 70.24%
IXUS Ishares Tr	$0	$13,000 0.0% of portfolio	208	Q3 2024 Reduced 11.49%
QQQM Invesco Exchange Traded Fd Tr	$0	$13,000 0.0% of portfolio	62	Q4 2024 New
IJJ Ishares S&P Midcap 400 Value E	$0	$11,000 0.0% of portfolio	94	Q4 2024 New
SPSB Spdr Portfolio Short Term Corp	$0	$8,000 0.0% of portfolio	275	Q4 2024 New
VOOG Vanguard S&P 500 Growth ETF	$0	$7,000 0.0% of portfolio	20	Q4 2024 New
XLY Select Sector Spdr Consumer Di	$0	$7,000 0.0% of portfolio	33	Q4 2024 Reduced 98.76%
VT Vanguard Total World Stk Index	$0	$5,000 0.0% of portfolio	43	Q4 2024 Added 10.26%
SCHD Schwab Strategic Tr Us Dividen	$0	$5,000 0.0% of portfolio	193	Q4 2024 Added 201.56%
METV Listed Fds Tr Roundhill Ball M	$0	$5,000 0.0% of portfolio	404	Q4 2024 Added 353.93%
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	$3,000 0.0% of portfolio	44	Q4 2024 Reduced 98.15%
SCHE Schwab Strategic Tr Us Emergin	$0	$2,000 0.0% of portfolio	103	Q4 2024 Reduced 43.72%
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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