Family Management Corp ETFs

Family Management Corp

$629 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IUSG Ishares Core S&P U.S Growth Et	$0	$120,000 0.02% of portfolio	803	Q2 2025 Added 512.98%
IWO Ishares Russell 2000 Gwt ETF	$0	$117,000 0.02% of portfolio	411	Q2 2025 Reduced 12.74%
FXI Ishares Tr	$0	$64,000 0.01% of portfolio	1,768	Q1 2025 New
VEU Vanguard Ftse All World Ex Us	$0	$58,000 0.01% of portfolio	875	Q2 2025 Added 0.69%
IGSB Ishares Trust Ishares 1 5 Year	$0	$52,000 0.01% of portfolio	986	Q1 2025 Reduced 99.71%
DGRO Ishares Core Dividend Growth E	$0	$49,000 0.01% of portfolio	771	Q2 2025 New
IYH Ishares Tr	$0	$42,000 0.01% of portfolio	750	Q1 2024 Added 400.0%
XLE Energy Sector Spdr	$0	$39,000 0.01% of portfolio	464	Q2 2025 Reduced 49.23%
VB Vanguard Small Cap ETF	$0	$35,000 0.01% of portfolio	150	Q2 2025 Reduced 1.96%
VGK Vanguard Ftse Europe ETF Ftse	$0	$31,000 0.0% of portfolio	400	Q2 2024 New
ICLN Ishares	$0	$27,000 0.0% of portfolio	2,131	Q3 2022 Added 414.73%
ARKG Ark Genomic Revolution ETF (De	$0	$26,000 0.0% of portfolio	1,095	Q4 2024 Reduced 41.6%
VUG Vanguard Growth ETF	$0	$26,000 0.0% of portfolio	60	Q1 2024 New
IEI Ishares Barclays 3 7 Yr Treas	$0	$26,000 0.0% of portfolio	226	Q2 2025 Reduced 60.0%
XLK Technology Sector Spdr	$0	$23,000 0.0% of portfolio	94	Q2 2025 Added 261.54%
PFF Ishares Trust Ishares Pfd And	$0	$20,000 0.0% of portfolio	683	Q2 2025 New
DVY Ishares Tr	$0	$17,000 0.0% of portfolio	131	Q2 2021 Reduced 43.29%
MTUM Ishares Msci Usa Momentum Fact	$0	$13,000 0.0% of portfolio	57	Q2 2025 New
XLC Select Sector Spdr Tr Communic	$0	$13,000 0.0% of portfolio	123	Q2 2025 Added 339.29%
IWM Ishares Russell 2000 ETF	$0	$10,000 0.0% of portfolio	49	Q1 2025 Reduced 69.18%
PRNT Ark ETF Tr 3 D Printing ETF	$0	$7,000 0.0% of portfolio	343	Q4 2021 New
QQQM Invesco Exchange Traded Fd Tr	$0	$7,000 0.0% of portfolio	31	Q2 2025 New
XLF Financial Sector Spdr	$0	$4,000 0.0% of portfolio	82	Q2 2025 Reduced 85.91%
XLY Select Sector Spdr Consumer Di	$0	$2,000 0.0% of portfolio	13	Q4 2024 New
XLP Consumer Staples Sector Spdr	$0	$2,000 0.0% of portfolio	29	Q4 2024 New
IAI Ishares Tr Us Broker Dealers &	$0	$1,000 0.0% of portfolio	10	Q4 2024 New
XLU Utilities Sector Spdr	$0	$1,000 0.0% of portfolio	16	Q4 2024 New
XLRE Select Sector Spdr Tr Real Est	$0	$0 0.0% of portfolio	14	Q4 2024 New

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