Institutional & Family Asset Management, LLC ETFs

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
AOR Ishares Tr Core Growth Allocat	$0	$8,000 0.0% of portfolio	150	Q1 2022 New
FDN First Tr Fd Dow Jones	$0	$7,000 0.0% of portfolio	36	Q1 2024 Reduced 57.14%
SCHD Schwab Strategic Tr Us Dividen	$0	$7,000 0.0% of portfolio	94	Q4 2022 Reduced 51.55%
PGF Invesco Exchange Traded Fd Tr	$0	$6,000 0.0% of portfolio	442	Q2 2018 New
XSD Spdr Tr Ser Spdr S&P Semicondu	$0	$6,000 0.0% of portfolio	25	Q1 2021 New
DLS Wisdomtree Tr Intl Small Cap D	$0	$6,000 0.0% of portfolio	109	Q1 2021 Reduced 61.75%
INDA Ishares Msci India Index Fund	$0	$6,000 0.0% of portfolio	125	Q2 2024 Added 25.0%
NLR Vaneck ETF Tr Uranium+Nuclear	$0	$5,000 0.0% of portfolio	65	Q2 2024 New
VIOO Vanguard S&P Small Cap 600 ETF	$0	$4,000 0.0% of portfolio	44	Q1 2023 Added 100.0%
IMCB Ishares Morningstar Mid Cap Et	$0	$3,000 0.0% of portfolio	56	Q2 2021 Added 300.0%
RDVY First Trust Rising Dividend Ac	$0	$3,000 0.0% of portfolio	63	Q3 2022 New
EDOW First Tr Exchange Traded Fd	$0	$2,000 0.0% of portfolio	88	Q2 2024 Added 1.15%
BLV Vanguard Bd Index Fd Inc Long	$0	$2,000 0.0% of portfolio	30	Q1 2021 Reduced 55.22%
RING Ishares Inc Msci Global Gold M	$0	$2,000 0.0% of portfolio	77	Q1 2018 New
ACWX Ishares Msci Acwi Ex Us ETF	$0	$1,000 0.0% of portfolio	30	Q1 2018 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$1,000 0.0% of portfolio	14	Q1 2021 Reduced 99.6%
SPYD Spdr Portfolio S&P 500 High Di	$0	$1,000 0.0% of portfolio	32	Q2 2024 Added 3.23%
VNQ Vanguard Specialized Funds Van	$0	$1,000 0.0% of portfolio	13	Q4 2020 Reduced 99.51%
BIV Vanguard Bd Index Fd Inc Inter	$0	$0 0.0% of portfolio	9	Q2 2024 Reduced 66.67%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$0 0.0% of portfolio	0	Q2 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$0 0.0% of portfolio	1	Q2 2024 New
BSV Vanguard Bd Index Fd Inc Short	$0	$0 0.0% of portfolio	8	Q2 2024 Reduced 78.38%
AGG Ishares Core U.S. Aggregate Bo	$0	$0 0.0% of portfolio	9	Q1 2024 Reduced 99.89%
SMH Vaneck ETF Tr Semiconductor Et	$0	$0 0.0% of portfolio	1	Q1 2024 New
TQQQ Proshares Ultrapro Qqq	$0	$0 0.0% of portfolio	0	Q2 2024 New

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