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
SPLB Spdr Portfolio Long Term Corpo	$0	$12,000 0.0% of portfolio	559	Q1 2025 Added 1.82%
SCHC Schwab Strategic Tr Intl Small	$0	$11,000 0.0% of portfolio	331	Q2 2024 New
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$11,000 0.0% of portfolio	216	Q1 2025 New
VGLT Vanguard Long Term Treasury Et	$0	$11,000 0.0% of portfolio	200	Q1 2025 New
USMC Principal ETF U S Mega Cap	$0	$10,000 0.0% of portfolio	191	Q3 2023 New
SHYG Ishares 0 5 Year High Yield CO	$0	$10,000 0.0% of portfolio	236	Q1 2025 Added 30.39%
SCHR Schwab Intermediate Term Us Tr	$0	$10,000 0.0% of portfolio	408	Q4 2024 Added 100.0%
XLY Select Sector Spdr Consumer Di	$0	$10,000 0.0% of portfolio	51	Q2 2024 New
FTSM First Tr Enhanced Traded Fd Iv	$0	$10,000 0.0% of portfolio	183	Q1 2025 New
IWF Ishares Russell 1000 Gr ETF	$0	$10,000 0.0% of portfolio	30	Q4 2022 Added 50.0%
USRT Ishares Core U.S. Reit ETF	$0	$9,000 0.0% of portfolio	166	Q1 2025 Reduced 6.74%
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$9,000 0.0% of portfolio	253	Q3 2024 New
VDC Vanguard Consumer Staples ETF	$0	$9,000 0.0% of portfolio	43	Q3 2024 New
ESGE Ishares, Inc. Ishares Esg Awar	$0	$9,000 0.0% of portfolio	286	Q4 2023 Added 11.28%
IGSB Ishares Trust Ishares 1 5 Year	$0	$9,000 0.0% of portfolio	184	Q1 2025 New
IAU Ishares Gold Trust	$53B	$9,000 0.0% of portfolio	169	Q2 2024 New
PFM Invesco Exchange Traded Fd Tr	$0	$9,000 0.0% of portfolio	204	Q3 2023 New
MBB Ishares Tr	$0	$9,000 0.0% of portfolio	104	Q1 2025 Added 940.0%
EWL Ishares Inc Msci Switzerlnd	$0	$8,000 0.0% of portfolio	166	Q3 2023 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$8,000 0.0% of portfolio	412	Q4 2024 Added 100.0%
ITOT Ishares Core S&P Total U.S. St	$0	$7,000 0.0% of portfolio	63	Q3 2023 Added 3.28%
SCHH Schwab Strategic U.S. Reit ETF	$0	$7,000 0.0% of portfolio	351	Q2 2024 New
SPGP Invesco Exchange Traded Fd Tr	$0	$7,000 0.0% of portfolio	80	Q1 2025 New
XLE Energy Sector Spdr	$0	$7,000 0.0% of portfolio	76	Q1 2025 Reduced 65.61%
SPSM Spdr Portfolio S&P 600 Small C	$0	$6,000 0.0% of portfolio	154	Q1 2025 Reduced 5.52%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$6,000 0.0% of portfolio	15	Q1 2025 Reduced 70.59%
USFR Wisdomtree Floating Rate Treas	$0	$6,000 0.0% of portfolio	133	Q1 2025 New
SHY Ishares Barclays 1 3 Year Trea	$0	$6,000 0.0% of portfolio	84	Q1 2025 New
EWC Ishares Msci Canada ETF	$0	$6,000 0.0% of portfolio	157	Q3 2023 New
VPU Vanguard Utilities ETF	$0	$5,000 0.0% of portfolio	32	Q3 2023 New
DGRO Ishares Core Dividend Growth E	$0	$5,000 0.0% of portfolio	87	Q4 2022 New
IGIB Ishares Trust Ishares 5 10 Yea	$0	$5,000 0.0% of portfolio	96	Q1 2025 New
AOA Ishares Tr Core Aggressive All	$0	$5,000 0.0% of portfolio	72	Q4 2022 New
GAL Ssga Active ETF Tr	$0	$5,000 0.0% of portfolio	133	Q1 2025 New
HAUZ Dbx ETF Tr Xtrackers Internati	$0	$5,000 0.0% of portfolio	251	Q2 2024 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$5,000 0.0% of portfolio	50	Q3 2023 New
SOXX Ishares Semiconductor ETF	$0	$5,000 0.0% of portfolio	28	Q1 2025 New
EBND Spdr Bloomberg Emerging Market	$0	$4,000 0.0% of portfolio	228	Q2 2024 New
IWD Ishares Russell 1000 Val ETF	$0	$4,000 0.0% of portfolio	23	Q4 2022 Added 21.05%
RWO Spdr Dow Jones Global Real Est	$0	$4,000 0.0% of portfolio	106	Q1 2025 Reduced 12.4%
HYD Vaneck High Yield Muni ETF	$0	$4,000 0.0% of portfolio	95	Q3 2023 New
SRLN Ssga Active Trust	$0	$4,000 0.0% of portfolio	100	Q1 2025 New
NAIL Direxion Shs ETF Tr Daily Home	$0	$3,000 0.0% of portfolio	51	Q1 2025 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$3,000 0.0% of portfolio	62	Q4 2023 Added 210.0%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$3,000 0.0% of portfolio	73	Q4 2022 New
IVE Ishares S&P 500 Value ETF	$0	$3,000 0.0% of portfolio	20	Q1 2024 Reduced 13.04%
AGG Ishares Core U.S. Aggregate Bo	$0	$3,000 0.0% of portfolio	32	Q1 2025 Added 966.67%
DFAC Dimensional ETF Tr U S Core Eq	$0	$3,000 0.0% of portfolio	96	Q1 2025 Added 9,500.0%
PFF Ishares Trust Ishares Pfd And	$0	$3,000 0.0% of portfolio	127	Q1 2025 Added 1,311.11%
DFUV Dimensional ETF Tr Us Marketwi	$0	$2,000 0.0% of portfolio	49	Q1 2025 New

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