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
ROM Proshares Ultra Technology	$0	$275,000 0.01% of portfolio	3,622	Q2 2025 New
VOOG Vanguard S&P 500 Growth ETF	$0	$257,000 0.01% of portfolio	650	Q2 2025 Reduced 0.46%
DFIC Dimensional ETF Tr Dimensional	$0	$256,000 0.01% of portfolio	8,262	Q2 2025 Reduced 8.01%
AOR Ishares Tr Core Growth Allocat	$0	$243,000 0.01% of portfolio	3,950	Q1 2025 Reduced 8.78%
RWO Spdr Dow Jones Global Real Est	$0	$241,000 0.01% of portfolio	5,471	Q2 2025 Reduced 0.87%
PXF Invesco Iftse Rafi Dev Mkts Ex	$0	$237,000 0.01% of portfolio	4,130	Q2 2025 Reduced 5.01%
DVYE Ishares Emerging Markets Divid	$0	$234,000 0.01% of portfolio	8,182	Q2 2025 New
QLD Proshares Ultra Qqq	$0	$232,000 0.01% of portfolio	1,974	Q2 2025 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$224,000 0.01% of portfolio	3,084	Q2 2025 Reduced 20.72%
RDVY First Trust Rising Dividend Ac	$0	$223,000 0.01% of portfolio	3,556	Q2 2025 Reduced 18.52%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$219,000 0.01% of portfolio	4,119	Q2 2025 Added 2.85%
RWX Spdr Dow Jones International R	$0	$216,000 0.0% of portfolio	7,913	Q2 2025 Reduced 19.73%
REGL Proshares Tr S&P Midcap 400 Di	$0	$215,000 0.0% of portfolio	2,643	Q2 2025 Reduced 10.32%
IGSB Ishares Trust Ishares 1 5 Year	$0	$212,000 0.0% of portfolio	4,031	Q2 2025 Reduced 23.66%
BOND Pimco Active Bond Exchange Tra	$0	$212,000 0.0% of portfolio	2,300	Q2 2021 New
EMLP First Tr Exchange Traded Iv	$0	$208,000 0.0% of portfolio	5,569	Q1 2025 New
VONV Vanguard Russell 1000 Value Et	$0	$205,000 0.0% of portfolio	2,416	Q2 2025 Reduced 3.28%
GVI Ishares Tr	$0	$203,000 0.0% of portfolio	1,902	Q2 2025 Reduced 2.56%
EPRF Innovator Etfs Tr S&P Invt Gra	$0	$194,000 0.0% of portfolio	11,032	Q1 2025 New
OEF Ishares S&P 100 ETF	$0	$179,000 0.0% of portfolio	673	Q2 2025 New
ICLN Ishares	$0	$170,000 0.0% of portfolio	13,010	Q2 2025 Added 0.08%
FAZ Direxion Shs ETF Tr Direxion D	$0	$43,000 0.0% of portfolio	10,000	Q2 2025 New
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	5,149	Q2 2025 New

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