Elevate Wealth Advisory, Inc ETFs

Elevate Wealth Advisory, Inc

$123 Billion
Q2 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VT Vanguard Total World Stk Index	$0	$124 Million 0.1% of portfolio	1,104	Q2 2024 Added 1.1%
IVLU Ishares Tr Edge Msci Intl Valu	$0	$109 Million 0.09% of portfolio	3,975	Q4 2023 New
IVV Ishares Core S&P 500 ETF	$0	$93.6 Million 0.08% of portfolio	171	Q4 2023 New
SCHB Schwab Strategic Tr Us Broad M	$0	$88.7 Million 0.07% of portfolio	1,407	Q4 2023 New
VUG Vanguard Growth ETF	$0	$87.3 Million 0.07% of portfolio	233	Q1 2024 Added 60.69%
IEI Ishares Barclays 3 7 Yr Treas	$0	$80.6 Million 0.07% of portfolio	698	Q1 2024 Reduced 26.53%
DFIP Dimensional ETF Tr Inflation P	$0	$78.4 Million 0.06% of portfolio	1,919	Q1 2024 Reduced 61.06%
IWM Ishares Russell 2000 ETF	$0	$76 Million 0.06% of portfolio	375	Q2 2024 Added 0.27%
VTV Vanguard Value ETF	$0	$68.9 Million 0.06% of portfolio	427	Q1 2024 Added 45.24%
REET Ishares Global Reit ETF	$0	$67.7 Million 0.05% of portfolio	2,914	Q2 2024 Added 7.65%
ITA Ishares Tr	$0	$66.8 Million 0.05% of portfolio	506	Q2 2024 Reduced 38.52%
IGSB Ishares Trust Ishares 1 5 Year	$0	$64.3 Million 0.05% of portfolio	1,254	Q4 2023 New
DFIC Dimensional ETF Tr Dimensional	$0	$61.5 Million 0.05% of portfolio	2,340	Q1 2024 Added 65.96%
EMB Ishares Tr	$0	$60.2 Million 0.05% of portfolio	680	Q4 2023 New
FNDA Schwab Fundamental U S Small C	$0	$58.8 Million 0.05% of portfolio	1,066	Q4 2023 New
FNDC Schwab Fundamental Intl Small	$0	$58.6 Million 0.05% of portfolio	1,674	Q4 2023 New
ISTB Ihares Core 1 5 Years Usd Bond	$0	$56.7 Million 0.05% of portfolio	1,198	Q2 2024 Reduced 4.62%
TIP Ishares Tr Tips Bd ETF	$0	$55.1 Million 0.04% of portfolio	516	Q1 2024 Reduced 35.18%
IJR Ishares Core S&P Sm Cap ETF	$0	$38.5 Million 0.03% of portfolio	361	Q4 2023 New
AVDE American Centy ETF Tr Avantis	$0	$35.5 Million 0.03% of portfolio	570	Q2 2024 Added 3.45%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$34 Million 0.03% of portfolio	551	Q1 2024 Reduced 39.25%
IJH Ishares Core S&P Mid Cap ETF	$0	$31.6 Million 0.03% of portfolio	540	Q1 2024 Added 400.0%
AGG Ishares Core U.S. Aggregate Bo	$0	$30.2 Million 0.02% of portfolio	311	Q2 2024 Reduced 11.14%
VWO Vanguard Ftse Emerging Mkts Et	$0	$27.8 Million 0.02% of portfolio	636	Q1 2024 Added 0.95%
VOO Vanguard Index Fds S&P 500 ETF	$0	$24.8 Million 0.02% of portfolio	49	Q2 2024 Reduced 39.51%
ESGU Ishares Trust Ishares Esg Awar	$0	$21 Million 0.02% of portfolio	176	Q4 2023 New
VGT Vanguard Information Technolog	$0	$20.9 Million 0.02% of portfolio	36	Q4 2023 New
IQLT Ishares Msci Intl Quality Fact	$0	$18.7 Million 0.02% of portfolio	479	Q4 2023 New
DGRO Ishares Core Dividend Growth E	$0	$17.7 Million 0.01% of portfolio	308	Q4 2023 New
IWV Ishares Russell 3000 ETF	$0	$17.3 Million 0.01% of portfolio	56	Q4 2023 New
VDC Vanguard Consumer Staples ETF	$0	$15.3 Million 0.01% of portfolio	75	Q4 2023 New
VHT Vanguard Health Care ETF	$0	$14.1 Million 0.01% of portfolio	53	Q4 2023 New
VTC Vanguard Scottsdale Fds Total	$0	$14 Million 0.01% of portfolio	185	Q4 2023 New
AOA Ishares Tr Core Aggressive All	$0	$13.1 Million 0.01% of portfolio	175	Q2 2024 Reduced 86.68%
MTUM Ishares Msci Usa Momentum Fact	$0	$11.7 Million 0.01% of portfolio	60	Q4 2023 New
VCIT Vanguard Intermediate Term Cor	$0	$9.99 Million 0.01% of portfolio	125	Q4 2023 New
AVES American Centy ETF Tr Avantis	$0	$8.04 Million 0.01% of portfolio	165	Q4 2023 New
AVEM American Centy ETF Tr Avantis	$0	$2.57 Million 0.0% of portfolio	42	Q2 2024 Added 5.0%
DFEM Dimensional ETF Tr Emerging Mk	$0	$909,000 0.0% of portfolio	34	Q4 2023 New

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