Carolinas Wealth Consulting LLC ETFs

Carolinas Wealth Consulting LLC

$557 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VGSH Vanguard	$0	$42,000 0.01% of portfolio	728	Q4 2024 Added 0.83%
TLT Ishares Barclays 20+ Year Trea	$0	$36,000 0.01% of portfolio	422	Q4 2024 Reduced 62.22%
SHY Ishares Barclays 1 3 Year Trea	$0	$33,000 0.01% of portfolio	409	Q4 2024 Added 162.18%
SLYV Spdr S&P 600 Small Cap Value E	$0	$33,000 0.01% of portfolio	385	Q4 2024 Added 0.79%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$33,000 0.01% of portfolio	371	Q4 2024 Added 231.25%
WDI Western Asset Diversified Income Fund	$0	$33,000 0.01% of portfolio	2,369	Q4 2023 Added 11.06%
AIRR First Tr Vi Rba Amern Indl Ren	$0	$32,000 0.01% of portfolio	419	Q3 2024 Added 0.24%
SPYV Spdr Portfolio S&P 500 Value E	$0	$31,000 0.01% of portfolio	625	Q4 2024 Added 0.81%
XLP Consumer Staples Sector Spdr	$0	$31,000 0.01% of portfolio	418	Q4 2024 Reduced 3.69%
RPG Invesco Exchange Traded Fd Tr	$0	$30,000 0.01% of portfolio	750	Q3 2023 Added 400.0%
DGRW Wisdomtree Tr Us Quality Divid	$0	$29,000 0.01% of portfolio	370	Q4 2022 Reduced 57.95%
IHAK Ishares Tr Cybersecurity & Tec	$0	$28,000 0.01% of portfolio	591	Q4 2024 Added 0.17%
RYLD Global X Fds Russell 2000 Cove	$0	$27,000 0.0% of portfolio	1,674	Q1 2023 Added 166.56%
VYM Vanguard Whitehall Fds (Vangua	$0	$26,000 0.0% of portfolio	205	Q4 2024 Reduced 98.73%
XOP Spdr Ser Tr Oil & Gas Explorat	$0	$25,000 0.0% of portfolio	189	Q4 2024 Reduced 28.41%
XLU Utilities Sector Spdr	$0	$25,000 0.0% of portfolio	340	Q4 2024 Added 0.29%
ESGU Ishares Trust Ishares Esg Awar	$0	$24,000 0.0% of portfolio	191	Q4 2022 New
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$24,000 0.0% of portfolio	248	Q4 2024 Reduced 0.8%
FXI Ishares Tr	$0	$23,000 0.0% of portfolio	765	Q3 2024 New
EMGF Ishares Msci Emerging Markets	$0	$23,000 0.0% of portfolio	525	Q2 2024 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$22,000 0.0% of portfolio	93	Q4 2024 Added 8.14%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$22,000 0.0% of portfolio	292	Q4 2024 Added 3.18%
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$21,000 0.0% of portfolio	1,000	Q1 2024 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$21,000 0.0% of portfolio	618	Q4 2024 Reduced 37.39%
GSLC Goldman Sachs ETF Tr Activebet	$0	$20,000 0.0% of portfolio	180	Q4 2024 Reduced 29.69%
GLDM World Gold Trust	$8.3B	$19,000 0.0% of portfolio	366	Q4 2024 Added 0.55%
AVEM American Centy ETF Tr Avantis	$0	$18,000 0.0% of portfolio	312	Q4 2024 New
RDVY First Trust Rising Dividend Ac	$0	$18,000 0.0% of portfolio	313	Q4 2024 Added 0.64%
VFH Vanguard Financial ETF	$0	$18,000 0.0% of portfolio	157	Q4 2024 Added 1.29%
VGIT Vanguard Intermediate Term Tre	$0	$18,000 0.0% of portfolio	319	Q3 2024 New
SGOL Abrdn Gold ETF Trust	$3.95B	$16,000 0.0% of portfolio	648	Q3 2024 Added 160.24%
XLY Select Sector Spdr Consumer Di	$0	$16,000 0.0% of portfolio	74	Q2 2024 Added 1.37%
GLTR Abrdn Precious Metals Basket ETF Trust	$1.41B	$15,000 0.0% of portfolio	142	Q3 2024 Added 18.33%
FYX First Tr Small Cap Core Alphad	$0	$15,000 0.0% of portfolio	158	Q4 2024 Added 0.64%
JEPI J P Morgan Exchange Traded Fd	$0	$15,000 0.0% of portfolio	271	Q1 2024 New
FUTY Fidelity Covington Tr Msci Uti	$0	$14,000 0.0% of portfolio	291	Q3 2024 New
FLTR Vaneck ETF Tr Investment Grade	$0	$14,000 0.0% of portfolio	567	Q4 2024 Added 1.98%
ARKG Ark Genomic Revolution ETF (De	$0	$13,000 0.0% of portfolio	568	Q4 2024 Reduced 65.15%
SLV I Shares Silver Trust	$15.1B	$13,000 0.0% of portfolio	529	Q3 2024 New
ICSH Blackrock Ultra Short Term Bon	$0	$13,000 0.0% of portfolio	262	Q4 2024 Added 0.38%
IFRA Ishares Tr	$0	$13,000 0.0% of portfolio	290	Q4 2022 New
FPX First Trust Us Equity Opportun	$0	$12,000 0.0% of portfolio	104	Q2 2020 New
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$11,000 0.0% of portfolio	175	Q4 2024 Reduced 7.89%
AGG Ishares Core U.S. Aggregate Bo	$0	$11,000 0.0% of portfolio	115	Q4 2024 Reduced 54.9%
IGV Ishares Expanded Tech Software	$0	$11,000 0.0% of portfolio	118	Q2 2024 Added 0.85%
EZU Ishares Inc Msci Eurozone ETF	$0	$10,000 0.0% of portfolio	226	Q4 2024 Added 0.89%
VDE Vanguard Energy ETF	$0	$9,000 0.0% of portfolio	75	Q4 2024 Added 2.74%
EWL Ishares Inc Msci Switzerlnd	$0	$8,000 0.0% of portfolio	176	Q2 2024 Added 2.33%
IYH Ishares Tr	$0	$7,000 0.0% of portfolio	132	Q4 2024 Added 0.76%
EFG Msci Eafe Growth ETF	$0	$7,000 0.0% of portfolio	75	Q3 2024 New

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