Iron Horse Wealth Management, LLC ETFs

Iron Horse Wealth Management, LLC

$295 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPSB Spdr Portfolio Short Term Corp	$0	$54,000 0.02% of portfolio	1,825	Q1 2025 Reduced 1.19%
VGIT Vanguard Intermediate Term Tre	$0	$53,000 0.02% of portfolio	901	Q1 2025 Added 28.53%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$51,000 0.02% of portfolio	760	Q1 2025 Reduced 11.01%
FNDX Schwab Fundamental U S Large C	$0	$50,000 0.02% of portfolio	2,127	Q4 2024 Added 200.0%
SVOL Simplify ETF Simplify Volatili	$0	$49,000 0.02% of portfolio	2,700	Q1 2025 Added 1,250.0%
NEAR Blackrock Short Maturity Bond	$0	$48,000 0.02% of portfolio	956	Q1 2025 Reduced 1.54%
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$46,000 0.02% of portfolio	901	Q1 2025 Reduced 4.15%
XLU Utilities Sector Spdr	$0	$45,000 0.02% of portfolio	578	Q1 2025 Added 6.06%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$40,000 0.01% of portfolio	517	Q1 2025 Added 72.33%
FDVV Fidelity High Dividend ETF	$0	$34,000 0.01% of portfolio	686	Q1 2025 New
NOBL Proshares S&P 500 Dividend Ari	$0	$34,000 0.01% of portfolio	333	Q1 2025 New
XLG Invesco Exchange Traded Fd Tr	$0	$34,000 0.01% of portfolio	750	Q3 2023 New
SCHX Schwab Strategic Tr Us Large C	$0	$33,000 0.01% of portfolio	1,524	Q4 2024 Added 200.0%
ESGU Ishares Trust Ishares Esg Awar	$0	$33,000 0.01% of portfolio	277	Q1 2025 Reduced 11.5%
FNDE Schwab Fundamental Emerging Mk	$0	$32,000 0.01% of portfolio	1,051	Q2 2024 New
ESGD Ishares Trust Ishares Esg Awar	$0	$30,000 0.01% of portfolio	372	Q4 2024 Added 3.05%
FNDA Schwab Fundamental U S Small C	$0	$29,000 0.01% of portfolio	1,092	Q4 2024 Added 100.0%
IHDG Wisdomtree Tr	$0	$27,000 0.01% of portfolio	639	Q1 2025 Reduced 0.78%
FNDF Schwab Fundamental Intl Large	$0	$27,000 0.01% of portfolio	755	Q2 2024 New
ONEQ Fidelity Nasdaq Composite Inde	$0	$27,000 0.01% of portfolio	407	Q1 2025 New
AVUS American Centy ETF Tr Avantis	$0	$26,000 0.01% of portfolio	292	Q1 2025 New
IYE Ishares Tr	$0	$26,000 0.01% of portfolio	533	Q1 2025 New
AVEM American Centy ETF Tr Avantis	$0	$26,000 0.01% of portfolio	439	Q1 2025 Added 2.09%
USD Proshares Ultra Semiconductors	$0	$26,000 0.01% of portfolio	654	Q1 2025 Added 6.86%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$24,000 0.01% of portfolio	463	Q1 2025 Added 790.38%
IEI Ishares Barclays 3 7 Yr Treas	$0	$23,000 0.01% of portfolio	196	Q1 2025 New
IEFA Ishares Tr	$0	$22,000 0.01% of portfolio	292	Q3 2024 New
VEU Vanguard Ftse All World Ex Us	$0	$21,000 0.01% of portfolio	350	Q4 2024 New
CMDY Ishares Us ETF Tr Bloomberg Ro	$0	$21,000 0.01% of portfolio	410	Q2 2022 New
BND Vanguard Bd Index Fd Inc Total	$0	$21,000 0.01% of portfolio	295	Q3 2024 New
SCHI Schwab Strategic Tr 5 10 Yr C	$0	$21,000 0.01% of portfolio	970	Q4 2024 Added 100.0%
SCHA Schwab Strategic Tr Us Small C	$0	$21,000 0.01% of portfolio	910	Q4 2024 Added 100.0%
FCOR Fidelity Merrimack Str Tr Corp	$0	$21,000 0.01% of portfolio	454	Q1 2025 New
SCHE Schwab Strategic Tr Us Emergin	$0	$20,000 0.01% of portfolio	727	Q2 2024 New
FDN First Tr Fd Dow Jones	$0	$19,000 0.01% of portfolio	90	Q3 2023 New
IEMG Ishares Inc	$0	$18,000 0.01% of portfolio	344	Q3 2023 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$18,000 0.01% of portfolio	409	Q2 2024 New
VYMI Vanguard Whitehall Fds Intl Hi	$0	$18,000 0.01% of portfolio	250	Q4 2022 New
RSP Invesco S&P 500 Equal Weight E	$0	$18,000 0.01% of portfolio	105	Q1 2025 Added 19.32%
IYW Ishares Dj Us Tech ETF	$0	$18,000 0.01% of portfolio	133	Q1 2025 New
FNDC Schwab Fundamental Intl Small	$0	$17,000 0.01% of portfolio	486	Q2 2024 New
JAAA Janus Detroit Str Tr Janus Hen	$0	$17,000 0.01% of portfolio	349	Q1 2025 New
IPAC Ishares Tr Ishares Core Msci P	$0	$17,000 0.01% of portfolio	284	Q3 2023 New
DGRW Wisdomtree Tr Us Quality Divid	$0	$17,000 0.01% of portfolio	216	Q1 2025 New
IEUR Ishares Tr Ishares Core Msci E	$0	$16,000 0.01% of portfolio	267	Q3 2023 New
FXH First Tr Exchange Trd Fd Healt	$0	$15,000 0.01% of portfolio	146	Q1 2025 New
PEJ Invesco Exchange Traded Fd Tr	$0	$14,000 0.0% of portfolio	307	Q1 2025 New
FSMD Fidelity Covington Tr Small Mi	$0	$14,000 0.0% of portfolio	370	Q1 2025 New
JNK Spdr Bloomberg High Yield Bond	$0	$13,000 0.0% of portfolio	140	Q3 2023 New
IYH Ishares Tr	$0	$13,000 0.0% of portfolio	225	Q1 2025 New

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