Empirical Financial Services, LLC D.B.A. Empirical Wealth Management ETFs

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$4.37 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IJR Ishares Core S&P Sm Cap ETF	$0	$11.1 Million 0.25% of portfolio	101,760	Q2 2025 Added 3.39%
SCHV Schwab Strategic Tr Us Large C	$0	$10.8 Million 0.25% of portfolio	390,508	Q2 2025 Reduced 1.16%
ESML Ishares Esg Aware Msci Usa Sma	$0	$10.8 Million 0.25% of portfolio	260,921	Q2 2025 Added 1.37%
VOE Vanguard Mid Cap Value Index F	$0	$10.3 Million 0.24% of portfolio	62,564	Q2 2025 Added 8.5%
VYM Vanguard Whitehall Fds (Vangua	$0	$10.1 Million 0.23% of portfolio	75,798	Q2 2025 Added 2.58%
NUMV Nuveen Esg Mid Cap Value ETF	$0	$9.23 Million 0.21% of portfolio	256,110	Q2 2025 Reduced 0.23%
DWX Spdr Index Shs Fds S&P Intl Di	$0	$9.06 Million 0.21% of portfolio	214,955	Q2 2025 Reduced 3.93%
VOT Vanguard Mid Cap Growth Index	$0	$8.98 Million 0.21% of portfolio	31,567	Q2 2025 Added 8.09%
ESGU Ishares Trust Ishares Esg Awar	$0	$8.72 Million 0.2% of portfolio	64,424	Q2 2025 Added 10.9%
FNDF Schwab Fundamental Intl Large	$0	$7.93 Million 0.18% of portfolio	198,224	Q2 2025 Reduced 12.2%
FTSL First Trust Senior Ln Fund	$0	$7.17 Million 0.16% of portfolio	156,236	Q2 2025 Added 19.23%
SPIB Spdr Portfolio Intermediate Te	$0	$7.02 Million 0.16% of portfolio	209,119	Q2 2025 Added 3.01%
HYD Vaneck High Yield Muni ETF	$0	$6.9 Million 0.16% of portfolio	137,433	Q2 2025 Added 21.91%
SHM Spdr Nuveen Bloomberg Short Te	$0	$6.68 Million 0.15% of portfolio	139,738	Q2 2025 Added 2.55%
SPSB Spdr Portfolio Short Term Corp	$0	$6.42 Million 0.15% of portfolio	212,799	Q2 2025 Reduced 5.81%
DEM Wisdomtree Tr Emerging Mkts Hi	$0	$5.69 Million 0.13% of portfolio	125,718	Q2 2025 Added 2.3%
SUB Ishares Short Term National Mu	$0	$5.43 Million 0.12% of portfolio	51,092	Q2 2025 Reduced 5.35%
MUB Ishares National Muni Bond ETF	$0	$5.05 Million 0.12% of portfolio	48,371	Q2 2025 Reduced 9.8%
VSGX Vanguard World Fd Esg Intl Stk	$0	$4.93 Million 0.11% of portfolio	75,283	Q2 2025 Added 3.79%
VUG Vanguard Growth ETF	$0	$4.37 Million 0.1% of portfolio	9,971	Q2 2025 Reduced 30.37%
FNDE Schwab Fundamental Emerging Mk	$0	$4.3 Million 0.1% of portfolio	130,135	Q2 2025 Added 3.3%
DLS Wisdomtree Tr Intl Small Cap D	$0	$4.26 Million 0.1% of portfolio	56,768	Q2 2025 Reduced 1.27%
IJS Ishares S&P Smallcap 600 Value	$0	$4.23 Million 0.1% of portfolio	42,541	Q2 2025 Reduced 5.76%
DFUS Dimensional ETF Tr U S Equity	$0	$4.07 Million 0.09% of portfolio	60,730	Q2 2025 Reduced 0.39%
DES Wisdomtree Tr U.S. Smallcap Di	$0	$3.83 Million 0.09% of portfolio	120,583	Q2 2025 Reduced 10.68%
SCHZ Schwab Us Aggregate Bond ETF	$0	$3.66 Million 0.08% of portfolio	158,145	Q2 2025 Reduced 4.46%
VBK Vanguard Small Cap Growth ETF	$0	$3.53 Million 0.08% of portfolio	12,747	Q2 2025 Added 16.74%
SCHH Schwab Strategic U.S. Reit ETF	$0	$3.45 Million 0.08% of portfolio	162,883	Q2 2025 Added 3.44%
IEFA Ishares Tr	$0	$3.43 Million 0.08% of portfolio	41,062	Q2 2025 Added 56.25%
BSCR Invesco Et Self Idxd Fd Tr Bul	$0	$3.4 Million 0.08% of portfolio	173,053	Q2 2025 Added 4.75%
BSCQ Invesco Et Self Idxd Fd Tr Bul	$0	$3.4 Million 0.08% of portfolio	174,010	Q2 2025 Added 4.27%
BSCS Invesco ETF Fd Tr Invesco Bull	$0	$3.35 Million 0.08% of portfolio	163,331	Q2 2025 Added 3.81%
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$3.33 Million 0.08% of portfolio	161,234	Q2 2025 Added 3.19%
BSCT Invesco Index Fd Tr Bulletshar	$0	$3.32 Million 0.08% of portfolio	177,772	Q2 2025 Added 3.34%
SCHG Schwab Strategic Tr Us Large C	$0	$3.21 Million 0.07% of portfolio	110,030	Q2 2025 Added 36.18%
BSCU Invesco Exc Self Ind Tr	$0	$3.2 Million 0.07% of portfolio	190,900	Q2 2025 Added 3.23%
SPYV Spdr Portfolio S&P 500 Value E	$0	$3.07 Million 0.07% of portfolio	58,577	Q2 2025 Added 13.24%
EMXC Ishares Inc Msci Emerging Mkts	$0	$2.98 Million 0.07% of portfolio	47,274	Q2 2025 Reduced 2.03%
SCHB Schwab Strategic Tr Us Broad M	$0	$2.86 Million 0.07% of portfolio	120,000	Q2 2025 Reduced 0.89%
FDM First Trust Dow Jones Select M	$0	$2.68 Million 0.06% of portfolio	37,410	Q2 2025 Added 25.99%
IWN Ishares Russell2000 Val ETF	$0	$2.65 Million 0.06% of portfolio	16,802	Q2 2025 Added 3.47%
FNDX Schwab Fundamental U S Large C	$0	$2.64 Million 0.06% of portfolio	107,688	Q2 2025 Added 5.69%
IVW Ishares S&P 500 Growth ETF	$0	$2.62 Million 0.06% of portfolio	23,769	Q2 2025 Added 84.46%
BSV Vanguard Bd Index Fd Inc Short	$0	$2.62 Million 0.06% of portfolio	33,234	Q2 2025 Reduced 5.32%
VGT Vanguard Information Technolog	$0	$2.59 Million 0.06% of portfolio	3,898	Q2 2025 Reduced 42.56%
IWB Ishares Tr Russell 1000 ETF	$0	$2.56 Million 0.06% of portfolio	7,546	Q2 2025 Reduced 70.53%
VT Vanguard Total World Stk Index	$0	$2.55 Million 0.06% of portfolio	19,821	Q2 2025 Added 6.14%
IDV Ishares Tr	$0	$2.35 Million 0.05% of portfolio	68,056	Q2 2025 Added 7.7%
XLK Technology Sector Spdr	$0	$2.27 Million 0.05% of portfolio	8,947	Q2 2025 Reduced 11.2%
IWM Ishares Russell 2000 ETF	$0	$2.14 Million 0.05% of portfolio	9,895	Q2 2025 Reduced 3.51%

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