Gerber Kawasaki Wealth & Investment Management ETFs

Gerber Kawasaki Wealth & Investment Management

$2.28 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ULST Ssga Active ETF Tr Ssga Ultra	$0	$410,000 0.02% of portfolio	10,163	Q4 2024 Added 0.17%
TAN Invesco ETF Tr Ii Solar ETF	$0	$410,000 0.02% of portfolio	12,388	Q4 2024 Reduced 57.3%
LQD Ishares Iboxx $ Investment Gra	$0	$409,000 0.02% of portfolio	3,837	Q4 2024 Added 1.27%
PPA Invesco Exchange Traded Fd Tr	$0	$408,000 0.02% of portfolio	3,557	Q4 2024 Added 5.36%
EFG Msci Eafe Growth ETF	$0	$401,000 0.02% of portfolio	4,148	Q4 2024 Reduced 3.51%
IEMG Ishares Inc	$0	$398,000 0.02% of portfolio	7,433	Q4 2024 Reduced 5.82%
VHT Vanguard Health Care ETF	$0	$385,000 0.02% of portfolio	1,518	Q4 2024 Added 53.96%
QUAL Ishares Msci Usa Quality Facto	$0	$367,000 0.02% of portfolio	2,062	Q4 2024 Reduced 10.54%
VXUS Vanguard Star Fd Vanguard Tota	$0	$356,000 0.02% of portfolio	6,049	Q4 2024 Added 14.48%
DFUV Dimensional ETF Tr Us Marketwi	$0	$351,000 0.02% of portfolio	8,591	Q4 2024 Added 0.43%
VB Vanguard Small Cap ETF	$0	$346,000 0.02% of portfolio	1,441	Q4 2024 Reduced 8.27%
VEA Vanguard Ftse Developed Market	$0	$346,000 0.02% of portfolio	7,255	Q4 2024 Reduced 9.67%
NUBD Nuveen Esg U.S. Aggregate Bond	$0	$338,000 0.01% of portfolio	15,543	Q4 2024 Reduced 5.08%
NUSC Nuveen Esg Small Cap ETF	$0	$337,000 0.01% of portfolio	8,060	Q4 2024 Reduced 2.03%
VBR Vanguard Small Cap Value ETF	$0	$334,000 0.01% of portfolio	1,689	Q4 2024 Added 5.04%
FOCT First Tr Ex Trad Fd Viii Cboe	$0	$322,000 0.01% of portfolio	7,555	Q4 2024 Reduced 9.74%
QCLN First Tr Nasdaq Clean Edge Gre	$0	$312,000 0.01% of portfolio	9,202	Q4 2024 Reduced 13.53%
SPYD Spdr Portfolio S&P 500 High Di	$0	$308,000 0.01% of portfolio	7,137	Q4 2024 Reduced 13.07%
IVE Ishares S&P 500 Value ETF	$0	$308,000 0.01% of portfolio	1,618	Q4 2024 Reduced 8.17%
AVUS American Centy ETF Tr Avantis	$0	$303,000 0.01% of portfolio	3,132	Q2 2024 New
SPTM Spdr Portfolio S&P 1500 Compos	$0	$301,000 0.01% of portfolio	4,215	Q4 2024 Added 0.21%
IWO Ishares Russell 2000 Gwt ETF	$0	$297,000 0.01% of portfolio	1,035	Q4 2024 Added 0.39%
DFIV Dimensional ETF Tr	$0	$296,000 0.01% of portfolio	8,359	Q4 2024 Reduced 37.55%
VO Vanguard Mid Cap ETF	$0	$288,000 0.01% of portfolio	1,091	Q4 2024 Reduced 2.5%
SCHF Schwab Strategic Tr Intl Eqty	$0	$273,000 0.01% of portfolio	14,808	Q4 2024 Added 118.96%
VYM Vanguard Whitehall Fds (Vangua	$0	$269,000 0.01% of portfolio	2,109	Q4 2024 Added 14.5%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$266,000 0.01% of portfolio	627	Q4 2024 Reduced 18.89%
DVY Ishares Tr	$0	$244,000 0.01% of portfolio	1,861	Q4 2024 Added 7.51%
IEFA Ishares Tr	$0	$243,000 0.01% of portfolio	3,471	Q4 2024 Reduced 1.08%
BND Vanguard Bd Index Fd Inc Total	$0	$243,000 0.01% of portfolio	3,389	Q4 2024 New
DFAS Dimensional ETF Tr U S Small C	$0	$241,000 0.01% of portfolio	3,716	Q4 2024 Added 0.27%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$235,000 0.01% of portfolio	6,908	Q4 2024 Added 7.6%
SPIP Spdr Ser Tr Spdr Portfolio Tip	$0	$233,000 0.01% of portfolio	9,241	Q4 2024 Reduced 45.85%
IWD Ishares Russell 1000 Val ETF	$0	$232,000 0.01% of portfolio	1,254	Q4 2024 Reduced 3.46%
NEAR Blackrock Short Maturity Bond	$0	$229,000 0.01% of portfolio	4,546	Q4 2024 Added 4.79%
TDTT Flexshares Tr Iboxx 3 Yr Targe	$0	$214,000 0.01% of portfolio	9,091	Q4 2024 Reduced 28.85%
VWO Vanguard Ftse Emerging Mkts Et	$0	$213,000 0.01% of portfolio	4,849	Q4 2024 Added 5.39%
IYH Ishares Tr	$0	$212,000 0.01% of portfolio	3,653	Q4 2024 New
VGSH Vanguard	$0	$211,000 0.01% of portfolio	3,642	Q4 2024 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$208,000 0.01% of portfolio	5,439	Q4 2024 Added 1.57%
IYW Ishares Dj Us Tech ETF	$0	$175,000 0.01% of portfolio	1,103	Q4 2024 Added 17.84%
GBIL Goldman Sachs Access Treasury	$0	$159,000 0.01% of portfolio	1,595	Q4 2024 New
PZT Invesco ETF Tr Ii N Y Amt Fre	$0	$113,000 0.0% of portfolio	4,990	Q4 2024 New
EWRE Invesco S&P 500 Equal Weight R	$0	$0 0.0% of portfolio	57,485	Q4 2024 Reduced 5.24%

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