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
PZA Invesco ETF Tr Ii Natl Amt Fre	$0	$2,000 0.0% of portfolio	102	Q3 2023 New
SHM Spdr Nuveen Bloomberg Short Te	$0	$2,000 0.0% of portfolio	46	Q3 2023 New
SPMD Spdr Portfolio	$0	$2,000 0.0% of portfolio	42	Q1 2025 Reduced 8.7%
EMHY Ishares J.P. Morgan Em High Yi	$0	$2,000 0.0% of portfolio	70	Q3 2023 New
MTUM Ishares Msci Usa Momentum Fact	$0	$2,000 0.0% of portfolio	11	Q1 2025 New
MUB Ishares National Muni Bond ETF	$0	$2,000 0.0% of portfolio	22	Q3 2023 New
IDV Ishares Tr	$0	$2,000 0.0% of portfolio	94	Q1 2025 Added 487.5%
DUHP Dimensional ETF Tr Dimensional	$0	$2,000 0.0% of portfolio	63	Q1 2025 New
HDV Ishares Core High Dividend ETF	$0	$1,000 0.0% of portfolio	10	Q1 2024 Reduced 90.38%
EFAV Ishares Msci Eafe Min Vol Fact	$0	$1,000 0.0% of portfolio	15	Q3 2023 New
VNQI Vanguard Global Ex U.S. Real	$0	$1,000 0.0% of portfolio	39	Q2 2024 New
BNDX Vanguard Total International B	$0	$1,000 0.0% of portfolio	34	Q1 2025 New
USHY Ishares Tr Broad Usd High Yiel	$0	$1,000 0.0% of portfolio	48	Q1 2025 New
IVW Ishares S&P 500 Growth ETF	$0	$1,000 0.0% of portfolio	12	Q4 2024 Added 20.0%
SPYX Spdr S&P 500 Fossil Fuel Reser	$0	$1,000 0.0% of portfolio	38	Q1 2025 New
AGGY Wisdomtree Yield Enhanced U.S.	$0	$1,000 0.0% of portfolio	39	Q1 2025 New
DFIC Dimensional ETF Tr Dimensional	$0	$1,000 0.0% of portfolio	48	Q1 2025 New
TLT Ishares Barclays 20+ Year Trea	$0	$0 0.0% of portfolio	1	Q1 2024 New
DVYE Ishares Emerging Markets Divid	$0	$0 0.0% of portfolio	10	Q3 2024 Added 11.11%
JAGG Jpmorgan Tr Us Aggregate Bond	$0	$0 0.0% of portfolio	336,831	Q1 2025 Reduced 29.74%
YOLO Advisorshares Tr Pure Cannabis	$0	$0 0.0% of portfolio	1	Q3 2024 Reduced 87.5%
IJS Ishares S&P Smallcap 600 Value	$0	$0 0.0% of portfolio	2	Q4 2022 New
IJT Ishares S&P Small Cap 600 Grow	$0	$0 0.0% of portfolio	2	Q4 2022 New
EMB Ishares Tr	$0	$0 0.0% of portfolio	1	Q4 2024 New
DES Wisdomtree Tr U.S. Smallcap Di	$0	$0 0.0% of portfolio	11	Q1 2025 New
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$0 0.0% of portfolio	5	Q2 2023 Added 25.0%
DEM Wisdomtree Tr Emerging Mkts Hi	$0	$0 0.0% of portfolio	11	Q1 2025 New
HYG Ishares Tr	$0	$0 0.0% of portfolio	3	Q4 2022 New
IXUS Ishares Tr	$0	$0 0.0% of portfolio	9	Q2 2023 Added 12.5%
ISTB Ihares Core 1 5 Years Usd Bond	$0	$0 0.0% of portfolio	5	Q2 2023 Added 25.0%
IMTM Ishares Msci Intl Momentum Fac	$0	$0 0.0% of portfolio	22	Q1 2025 New
TFLO Ishares Treasury Floating Rate	$0	$0 0.0% of portfolio	1	Q4 2024 New
IUSV Ishares Core S&P U.S. Value Et	$0	$0 0.0% of portfolio	8	Q2 2024 Added 14.29%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$0 0.0% of portfolio	8	Q1 2025 New
DIHP Dimensional ETF Tr Dimensional	$0	$0 0.0% of portfolio	32	Q1 2025 New
DFIV Dimensional ETF Tr	$0	$0 0.0% of portfolio	23	Q1 2025 New
SPBO Spdr Ser Tr Spdr Portfolio Cor	$0	$0 0.0% of portfolio	34	Q2 2023 Added 3.03%
SPTL Spdr Portfolio Long Term Treas	$0	$0 0.0% of portfolio	32	Q3 2023 New
SCHG Schwab Strategic Tr Us Large C	$0	$0 0.0% of portfolio	8	Q4 2024 Added 300.0%
SCHV Schwab Strategic Tr Us Large C	$0	$0 0.0% of portfolio	3	Q4 2024 Added 200.0%
EMLC Vaneck ETF Tr J.P. Morgan Em L	$0	$0 0.0% of portfolio	15	Q2 2024 New
FHLC Fidelity Covington Tr Msci Hea	$0	$0 0.0% of portfolio	6	Q2 2023 Added 20.0%

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