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

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

$3.85 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FTEC Fidelity Covington Tr Msci Inf	$0	$273,000 0.01% of portfolio	1,697	Q1 2025 Reduced 27.42%
COPX Global X Copper Miners ETF	$0	$269,000 0.01% of portfolio	6,896	Q1 2025 New
RDVY First Trust Rising Dividend Ac	$0	$255,000 0.01% of portfolio	4,364	Q1 2025 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$255,000 0.01% of portfolio	3,890	Q1 2025 Reduced 34.26%
DFIC Dimensional ETF Tr Dimensional	$0	$249,000 0.01% of portfolio	8,981	Q1 2025 New
COMT Ishares U.S. ETF Trust Gsci CO	$0	$241,000 0.01% of portfolio	9,107	Q1 2025 Reduced 1.76%
RWX Spdr Dow Jones International R	$0	$241,000 0.01% of portfolio	9,858	Q1 2025 New
RWO Spdr Dow Jones Global Real Est	$0	$240,000 0.01% of portfolio	5,519	Q1 2025 Reduced 12.89%
REGL Proshares Tr S&P Midcap 400 Di	$0	$237,000 0.01% of portfolio	2,947	Q1 2025 New
DISV Dimensional ETF Tr Dimensional	$0	$235,000 0.01% of portfolio	8,085	Q1 2025 Added 0.21%
CGDV Capital Group Divid Value ETF	$0	$230,000 0.01% of portfolio	6,468	Q1 2025 New
AOR Ishares Tr Core Growth Allocat	$0	$227,000 0.01% of portfolio	3,950	Q1 2025 Reduced 8.78%
PXF Invesco Iftse Rafi Dev Mkts Ex	$0	$226,000 0.01% of portfolio	4,348	Q1 2025 New
NUMG Nuveen Esg Mid Cap Growth ETF	$0	$224,000 0.01% of portfolio	5,239	Q1 2025 Added 11.47%
VOOG Vanguard S&P 500 Growth ETF	$0	$218,000 0.01% of portfolio	653	Q1 2025 New
VCR Vanguard Consumer Discretionar	$0	$217,000 0.01% of portfolio	669	Q1 2025 Added 17.57%
BOND Pimco Active Bond Exchange Tra	$0	$212,000 0.01% of portfolio	2,300	Q2 2021 New
IGIB Ishares Trust Ishares 5 10 Yea	$0	$210,000 0.01% of portfolio	4,005	Q4 2024 Reduced 5.32%
DLN Wisdomtree Tr U.S Largecap Div	$0	$208,000 0.01% of portfolio	2,633	Q1 2025 New
EMLP First Tr Exchange Traded Iv	$0	$208,000 0.01% of portfolio	5,569	Q1 2025 New
VONV Vanguard Russell 1000 Value Et	$0	$206,000 0.01% of portfolio	2,498	Q1 2025 Reduced 35.59%
GVI Ishares Tr	$0	$206,000 0.01% of portfolio	1,952	Q1 2025 Added 0.21%
JEPI J P Morgan Exchange Traded Fd	$0	$206,000 0.01% of portfolio	3,612	Q1 2025 Reduced 16.89%
SMDV Proshares Tr Russell 2000 Divi	$0	$201,000 0.01% of portfolio	3,078	Q1 2025 Reduced 16.61%
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$200,000 0.01% of portfolio	3,916	Q1 2025 New
PXH Invesco ETF Tr Ii Ftse Rafi Em	$0	$199,000 0.01% of portfolio	9,845	Q1 2025 Reduced 20.04%
EPRF Innovator Etfs Tr S&P Invt Gra	$0	$194,000 0.01% of portfolio	11,032	Q1 2025 New
PGX Invesco ETF Tr Ii Pfd ETF	$0	$161,000 0.0% of portfolio	14,423	Q1 2025 New
PGF Invesco Exchange Traded Fd Tr	$0	$149,000 0.0% of portfolio	10,487	Q1 2025 New
ICLN Ishares	$0	$148,000 0.0% of portfolio	13,000	Q4 2024 Reduced 17.49%

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