Choate Investment Advisors ETFs

Choate Investment Advisors

$3.89 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VB Vanguard Small Cap ETF	$0	$1.21 Million 0.03% of portfolio	5,121	Q3 2024 Reduced 48.12%
XLK Technology Sector Spdr	$0	$1.19 Million 0.03% of portfolio	5,265	Q3 2023 Added 8.98%
IWB Ishares Tr Russell 1000 ETF	$0	$1.18 Million 0.03% of portfolio	3,754	Q3 2024 Reduced 5.65%
AGG Ishares Core U.S. Aggregate Bo	$0	$1.16 Million 0.03% of portfolio	11,468	Q3 2024 Reduced 74.91%
IWD Ishares Russell 1000 Val ETF	$0	$1.06 Million 0.03% of portfolio	5,586	Q3 2024 Reduced 13.27%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$1 Million 0.03% of portfolio	1,764	Q3 2024 Reduced 5.26%
VV Vanguard Large Cap ETF	$0	$996,000 0.03% of portfolio	3,783	Q4 2022 Added 675.2%
EWJ Ishares Msci Japan ETF	$0	$994,000 0.03% of portfolio	13,895	Q2 2024 Added 1.05%
VDC Vanguard Consumer Staples ETF	$0	$983,000 0.03% of portfolio	4,500	Q2 2024 Added 28.57%
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$977,000 0.03% of portfolio	9,702	Q3 2024 Reduced 3.37%
VPU Vanguard Utilities ETF	$0	$824,000 0.02% of portfolio	4,739	Q3 2024 Added 8.15%
DVY Ishares Tr	$0	$786,000 0.02% of portfolio	5,820	Q3 2024 Reduced 20.13%
HEFA Ishares Currency Hedged Msci E	$0	$781,000 0.02% of portfolio	22,056	Q2 2022 New
DGS Wisdomtree Emerging Markets Sm	$0	$757,000 0.02% of portfolio	14,100	Q3 2024 Reduced 0.35%
IYW Ishares Dj Us Tech ETF	$0	$750,000 0.02% of portfolio	4,950	Q1 2024 Reduced 20.6%
MGK Vanguard Mega Cap Growth ETF	$0	$707,000 0.02% of portfolio	2,198	Q1 2024 New
EFG Msci Eafe Growth ETF	$0	$648,000 0.02% of portfolio	6,025	Q4 2023 Reduced 32.42%
GLDM World Gold Trust	$8.28B	$574,000 0.01% of portfolio	11,028	Q1 2024 Reduced 57.19%
XLF Financial Sector Spdr	$0	$548,000 0.01% of portfolio	12,110	Q2 2024 Reduced 2.42%
FDN First Tr Fd Dow Jones	$0	$523,000 0.01% of portfolio	2,470	Q1 2023 Reduced 24.0%
EQAL Invesco ETF	$0	$505,000 0.01% of portfolio	10,385	Q3 2022 Reduced 95.78%
VXF Vanguard Extended Market ETF	$0	$487,000 0.01% of portfolio	2,676	Q2 2024 Added 7.04%
IAU Ishares Gold Trust	$45.8B	$472,000 0.01% of portfolio	9,517	Q4 2021 Reduced 5.83%
XLC Select Sector Spdr Tr Communic	$0	$468,000 0.01% of portfolio	5,177	Q4 2023 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$465,000 0.01% of portfolio	1,101	Q2 2024 Reduced 23.59%
ILCB Ishares Morningstar U.S. Equit	$0	$454,000 0.01% of portfolio	5,739	Q1 2024 New
TILT Flexshares Tr	$0	$449,000 0.01% of portfolio	2,114	Q2 2023 Added 30.98%
IUSV Ishares Core S&P U.S. Value Et	$0	$447,000 0.01% of portfolio	4,685	Q2 2024 Added 4.11%
IDEV Ishares Core Msci Intl Develop	$0	$389,000 0.01% of portfolio	5,494	Q4 2022 New
DLN Wisdomtree Tr U.S Largecap Div	$0	$370,000 0.01% of portfolio	4,710	Q4 2022 New
EFAX Spdr Index Shs Fds Msci Eafe F	$0	$329,000 0.01% of portfolio	7,534	Q2 2024 Added 4.8%
VCR Vanguard Consumer Discretionar	$0	$325,000 0.01% of portfolio	957	Q4 2023 Added 6.69%
GSLC Goldman Sachs ETF Tr Activebet	$0	$310,000 0.01% of portfolio	2,750	Q3 2024 Reduced 14.06%
RZV Invesco Fd Tr	$0	$300,000 0.01% of portfolio	2,750	Q1 2024 New
VEU Vanguard Ftse All World Ex Us	$0	$298,000 0.01% of portfolio	4,740	Q1 2024 New
SCHB Schwab Strategic Tr Us Broad M	$0	$280,000 0.01% of portfolio	4,210	Q4 2023 Reduced 54.95%
SOXX Ishares Semiconductor ETF	$0	$273,000 0.01% of portfolio	1,185	Q1 2024 Added 200.0%
SCHX Schwab Strategic Tr Us Large C	$0	$235,000 0.01% of portfolio	3,471	Q1 2024 New
XLB Select Sector Spdr Fd Material	$0	$213,000 0.01% of portfolio	2,217	Q3 2024 New
JEPI J P Morgan Exchange Traded Fd	$0	$212,000 0.01% of portfolio	3,575	Q1 2024 New
URA Global X Uranium ETF	$0	$211,000 0.01% of portfolio	7,382	Q2 2024 Reduced 22.15%
TIP Ishares Tr Tips Bd ETF	$0	$207,000 0.01% of portfolio	1,880	Q2 2024 Reduced 13.76%

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