Evelyn Partners Asset Management LTD ETFs

Evelyn Partners Asset Management LTD

$443 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
GLD Spdr Gold Trust	$130B	$30.1 Billion 6.79% of portfolio	84,665	Q3 2025 New
VT Vanguard Total World Stk Index	$0	$28.7 Billion 6.49% of portfolio	208,608	Q3 2025 New
GDX Vaneck ETF Tr Gold Miners ETF	$0	$14.1 Billion 3.19% of portfolio	185,123	Q3 2025 New
DBMF Litman Gregory Fds Tr Imgp Dbi	$0	$9.9 Billion 2.23% of portfolio	362,404	Q3 2025 New
URA Global X Uranium ETF	$0	$8.08 Billion 1.82% of portfolio	169,568	Q3 2025 New
VDE Vanguard Energy ETF	$0	$7.71 Billion 1.74% of portfolio	61,269	Q3 2025 New
SGOL Abrdn Gold ETF Trust	$5.65B	$7.69 Billion 1.74% of portfolio	208,960	Q3 2025 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$6.71 Billion 1.51% of portfolio	10,953	Q3 2025 New
IAU Ishares Gold Trust	$65.3B	$5.86 Billion 1.32% of portfolio	80,497	Q3 2025 New
VO Vanguard Mid Cap ETF	$0	$5.57 Billion 1.26% of portfolio	18,953	Q3 2025 New
URTH Ishares Msci World ETF	$0	$5.22 Billion 1.18% of portfolio	28,764	Q3 2025 New
EWG Ishares Msci Germany ETF	$0	$4.27 Billion 0.96% of portfolio	102,664	Q3 2025 New
SPY Spdr S&P 500 ETF Trust	$0	$3.09 Billion 0.7% of portfolio	4,634	Q3 2025 New
IWV Ishares Russell 3000 ETF	$0	$3.06 Billion 0.69% of portfolio	8,078	Q3 2025 New
ACWI Ishares Msci Acwi ETF	$0	$2.06 Billion 0.47% of portfolio	14,928	Q3 2025 New
IVV Ishares Core S&P 500 ETF	$0	$1.83 Billion 0.41% of portfolio	2,739	Q3 2025 New
IWM Ishares Russell 2000 ETF	$0	$1.74 Billion 0.39% of portfolio	7,193	Q3 2025 New
SHY Ishares Barclays 1 3 Year Trea	$0	$1.15 Billion 0.26% of portfolio	13,807	Q3 2025 New
IEF Ishares Barclays	$0	$1.04 Billion 0.23% of portfolio	10,750	Q3 2025 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$836 Million 0.19% of portfolio	10,482	Q3 2025 New
STIP Ishares Barclays 0 5 Year Tips	$0	$831 Million 0.19% of portfolio	8,043	Q3 2025 New
BND Vanguard Bd Index Fd Inc Total	$0	$704 Million 0.16% of portfolio	9,471	Q3 2025 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$703 Million 0.16% of portfolio	5,023	Q3 2025 New
IWF Ishares Russell 1000 Gr ETF	$0	$586 Million 0.13% of portfolio	1,250	Q3 2025 New
HDV Ishares Core High Dividend ETF	$0	$405 Million 0.09% of portfolio	3,304	Q3 2025 New
TIP Ishares Tr Tips Bd ETF	$0	$397 Million 0.09% of portfolio	3,567	Q3 2025 New
VOOG Vanguard S&P 500 Growth ETF	$0	$314 Million 0.07% of portfolio	720	Q3 2025 New
EWJ Ishares Msci Japan ETF	$0	$301 Million 0.07% of portfolio	3,750	Q3 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$285 Million 0.06% of portfolio	5,267	Q3 2025 New
IYW Ishares Dj Us Tech ETF	$0	$284 Million 0.06% of portfolio	1,448	Q3 2025 New
EPP Ishares Inc	$0	$258 Million 0.06% of portfolio	5,000	Q3 2025 New
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$255 Million 0.06% of portfolio	3,361	Q3 2025 New
SCHA Schwab Strategic Tr Us Small C	$0	$247 Million 0.06% of portfolio	8,858	Q3 2025 New
VIG Vanguard Dividend Appreciation	$0	$214 Million 0.05% of portfolio	990	Q3 2025 New
EWU Ishs Msci Utd Kingdom ETF	$0	$200 Million 0.05% of portfolio	4,767	Q3 2025 New
QCLN First Tr Nasdaq Clean Edge Gre	$0	$193 Million 0.04% of portfolio	4,604	Q3 2025 New
VEA Vanguard Ftse Developed Market	$0	$191 Million 0.04% of portfolio	3,182	Q3 2025 New
IEI Ishares Barclays 3 7 Yr Treas	$0	$171 Million 0.04% of portfolio	1,427	Q3 2025 New
XLK Technology Sector Spdr	$0	$156 Million 0.04% of portfolio	555	Q3 2025 New
IWD Ishares Russell 1000 Val ETF	$0	$152 Million 0.03% of portfolio	747	Q3 2025 New
BBH Vaneck ETF Tr Biotech ETF	$0	$133 Million 0.03% of portfolio	805	Q3 2025 New
MOO Vaneck Vectors ETF Tr Vaneck A	$0	$93.6 Million 0.02% of portfolio	1,274	Q3 2025 New
VGSH Vanguard	$0	$85 Million 0.02% of portfolio	1,444	Q3 2025 New
VSGX Vanguard World Fd Esg Intl Stk	$0	$81.9 Million 0.02% of portfolio	1,180	Q3 2025 New
VGIT Vanguard Intermediate Term Tre	$0	$78.9 Million 0.02% of portfolio	1,315	Q3 2025 New
SCHV Schwab Strategic Tr Us Large C	$0	$77.6 Million 0.02% of portfolio	2,667	Q3 2025 New
IJR Ishares Core S&P Sm Cap ETF	$0	$75.5 Million 0.02% of portfolio	635	Q3 2025 New
IEFA Ishares Tr	$0	$69.9 Million 0.02% of portfolio	801	Q3 2025 New
SHE Spdr Ser Tr Ssga Gender Divers	$0	$67.7 Million 0.02% of portfolio	531	Q3 2025 New
IWS Ishares Russell Midcap Value E	$0	$67.5 Million 0.02% of portfolio	483	Q3 2025 New

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