Independent Advisor Alliance ETFs

Independent Advisor Alliance

$2.95 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VWOB Vanguard Emerging Mkts Govt Bd	$0	$346,000 0.01% of portfolio	5,558	Q1 2025 Reduced 11.82%
PFF Ishares Trust Ishares Pfd And	$0	$346,000 0.01% of portfolio	11,269	Q1 2025 Reduced 81.09%
SPTL Spdr Portfolio Long Term Treas	$0	$343,000 0.01% of portfolio	12,594	Q1 2025 Reduced 98.92%
SCHV Schwab Strategic Tr Us Large C	$0	$338,000 0.01% of portfolio	12,751	Q1 2025 Reduced 88.75%
IAGG Ishares Tr Core Intl Aggregate	$0	$330,000 0.01% of portfolio	6,606	Q1 2025 Reduced 62.07%
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$328,000 0.01% of portfolio	4,139	Q1 2025 Reduced 75.82%
SMLF Ishares Msci Usa Small Cap Mul	$0	$324,000 0.01% of portfolio	5,228	Q1 2025 New
IWP Ishares Russell Mid Cap Growth	$0	$322,000 0.01% of portfolio	2,745	Q1 2025 Reduced 84.2%
VEA Vanguard Ftse Developed Market	$0	$318,000 0.01% of portfolio	6,268	Q1 2025 Reduced 98.31%
SLYV Spdr S&P 600 Small Cap Value E	$0	$306,000 0.01% of portfolio	3,912	Q1 2025 Reduced 84.18%
XLP Consumer Staples Sector Spdr	$0	$300,000 0.01% of portfolio	3,950	Q1 2025 Reduced 96.64%
FNDA Schwab Fundamental U S Small C	$0	$286,000 0.01% of portfolio	10,448	Q1 2025 Reduced 12.61%
VONE Vanguard Russell 1000 ETF	$0	$284,000 0.01% of portfolio	1,119	Q1 2025 Reduced 15.8%
BUFR First Tr Ex Td Viii Ft Cboe Ve	$0	$272,000 0.01% of portfolio	9,163	Q1 2025 Reduced 99.4%
TFI Spdr Nuveen Bloomberg Municipa	$0	$272,000 0.01% of portfolio	6,040	Q1 2025 Reduced 79.83%
IXP Ishares Global Comm Services E	$0	$268,000 0.01% of portfolio	2,772	Q1 2025 New
FTCS First Trust Capital Strength E	$0	$261,000 0.01% of portfolio	2,917	Q1 2025 Reduced 98.83%
VYM Vanguard Whitehall Fds (Vangua	$0	$257,000 0.01% of portfolio	1,996	Q1 2025 Reduced 98.13%
HYDB Ishares Tr Edge High Yield Def	$0	$256,000 0.01% of portfolio	5,446	Q1 2025 Reduced 30.29%
FNDF Schwab Fundamental Intl Large	$0	$251,000 0.01% of portfolio	6,952	Q1 2025 Reduced 57.46%
IYH Ishares Tr	$0	$245,000 0.01% of portfolio	4,032	Q1 2025 Reduced 69.03%
IBTI Ishares Tr Ibonds Dec 2028 Ter	$0	$243,000 0.01% of portfolio	10,923	Q1 2025 Reduced 39.43%
IBTG Ishares Tr Ibonds Dec 2026 Ter	$0	$242,000 0.01% of portfolio	10,558	Q1 2025 Reduced 91.71%
IBTH Ishares Tr Ibonds Dec 2027 Ter	$0	$242,000 0.01% of portfolio	10,836	Q1 2025 Reduced 91.54%
IGSB Ishares Trust Ishares 1 5 Year	$0	$240,000 0.01% of portfolio	4,584	Q1 2025 Reduced 76.3%
ACWV Ishares Msci Global Min Vol Fa	$0	$240,000 0.01% of portfolio	2,066	Q1 2025 Reduced 86.81%
GOVT Ishares U.S. Treasury Bond ETF	$0	$240,000 0.01% of portfolio	10,465	Q1 2025 Reduced 97.41%
IWM Ishares Russell 2000 ETF	$0	$238,000 0.01% of portfolio	1,198	Q1 2025 Reduced 96.96%
DGRW Wisdomtree Tr Us Quality Divid	$0	$237,000 0.01% of portfolio	2,973	Q1 2025 Reduced 99.66%
FNDX Schwab Fundamental U S Large C	$0	$233,000 0.01% of portfolio	9,881	Q1 2025 Reduced 43.38%
XSMO Invesco S&P Smallcap Momentum	$0	$233,000 0.01% of portfolio	3,714	Q1 2025 Reduced 90.89%
DBC Invesco Db Commodity Index Tracking Fund	$3.53B	$231,000 0.01% of portfolio	10,293	Q4 2024 Added 2.49%
SCHO Schwab Short Term Us Treasury	$0	$229,000 0.01% of portfolio	9,411	Q1 2025 Reduced 74.58%
SCHA Schwab Strategic Tr Us Small C	$0	$215,000 0.01% of portfolio	9,188	Q1 2025 Reduced 93.6%
IWN Ishares Russell2000 Val ETF	$0	$212,000 0.01% of portfolio	1,408	Q1 2025 Reduced 84.81%

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