Eq Wealth Advisors, LLC ETFs

Eq Wealth Advisors, LLC

$147 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VO Vanguard Mid Cap ETF	$0	$13.2 Million 0.01% of portfolio	47	Q1 2025 New
IEFA Ishares Tr	$0	$13.1 Million 0.01% of portfolio	157	Q1 2025 New
SIVR Abrdn Silver ETF Trust	$1.91B	$12 Million 0.01% of portfolio	348	Q1 2025 New
REMX Vaneck ETF Tr Rare Earth/Strat	$0	$5.44 Million 0.0% of portfolio	134	Q1 2025 New
USHY Ishares Tr Broad Usd High Yiel	$0	$5.33 Million 0.0% of portfolio	142	Q1 2025 New
VWOB Vanguard Emerging Mkts Govt Bd	$0	$5.1 Million 0.0% of portfolio	78	Q1 2025 New
VT Vanguard Total World Stk Index	$0	$4.88 Million 0.0% of portfolio	38	Q1 2025 New
DFAS Dimensional ETF Tr U S Small C	$0	$4.21 Million 0.0% of portfolio	66	Q1 2025 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$3.64 Million 0.0% of portfolio	47	Q1 2025 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$3.63 Million 0.0% of portfolio	50	Q1 2025 New
IDEV Ishares Core Msci Intl Develop	$0	$3.42 Million 0.0% of portfolio	45	Q2 2025 Added 9.76%
SCHG Schwab Strategic Tr Us Large C	$0	$3.3 Million 0.0% of portfolio	113	Q2 2025 Added 6.6%
FNDB Schwab Fundamental U S Broad M	$0	$3.26 Million 0.0% of portfolio	136	Q1 2025 New
LTPZ Pimco ETF Tr 15+ Yr Us Tips In	$0	$2.94 Million 0.0% of portfolio	56	Q1 2025 New
JQUA J P Morgan ETF Tr U S Quality	$0	$2.46 Million 0.0% of portfolio	41	Q2 2025 Added 10.81%
SCHD Schwab Strategic Tr Us Dividen	$0	$2.09 Million 0.0% of portfolio	79	Q2 2025 Added 11.27%
PALL Abrdn Palladium ETF Trust	$187M	$1.51 Million 0.0% of portfolio	15	Q1 2025 New
IJH Ishares Core S&P Mid Cap ETF	$0	$1.12 Million 0.0% of portfolio	18	Q2 2025 Added 12.5%
AVUV American Centy ETF Tr Avantis	$0	$1.1 Million 0.0% of portfolio	12	Q2 2025 Added 33.33%
AVDV American Centy ETF Tr Avantis	$0	$983,000 0.0% of portfolio	12	Q1 2025 New
DFAU Dimensional ETF Tr	$0	$890,000 0.0% of portfolio	21	Q2 2025 Added 61.54%
AVEM American Centy ETF Tr Avantis	$0	$617,000 0.0% of portfolio	9	Q1 2025 New
TMV Direxion Shs ETF Tr	$0	$296,000 0.0% of portfolio	8	Q1 2025 New
FLCH Franklin Templeton ETF Tr	$0	$282,000 0.0% of portfolio	13	Q2 2025 Added 8.33%
SCHB Schwab Strategic Tr Us Broad M	$0	$214,000 0.0% of portfolio	9	Q1 2025 New
AVDE American Centy ETF Tr Avantis	$0	$148,000 0.0% of portfolio	2	Q2 2025 New
IWO Ishares Russell 2000 Gwt ETF	$0	$147,000 0.0% of portfolio	1	Q2 2025 New
IGV Ishares Expanded Tech Software	$0	$110,000 0.0% of portfolio	1	Q1 2025 New
XLE Energy Sector Spdr	$0	$85,000 0.0% of portfolio	1	Q1 2025 New
EFA Ishares Tr Msci Eafe ETF	$0	$13,000 0.0% of portfolio	0	Q2 2025 New

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