Jackson, Grant Investment Advisers, Inc. ETFs

Jackson, Grant Investment Advisers, Inc.

$256 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$167,000 0.07% of portfolio	398	Q1 2025 Added 0.51%
IJR Ishares Core S&P Sm Cap ETF	$0	$161,000 0.06% of portfolio	1,541	Q1 2025 Reduced 5.34%
FENY Fidelity Covington Tr Msci Ene	$0	$160,000 0.06% of portfolio	6,291	Q4 2024 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$142,000 0.06% of portfolio	268	Q1 2025 Added 0.37%
PAVE Global X Fds Us Infrastructure	$0	$141,000 0.06% of portfolio	3,749	Q1 2025 Added 58.39%
IJT Ishares S&P Small Cap 600 Grow	$0	$140,000 0.05% of portfolio	1,127	Q1 2025 Added 0.18%
VBK Vanguard Small Cap Growth ETF	$0	$136,000 0.05% of portfolio	542	Q1 2025 Reduced 31.04%
IUSG Ishares Core S&P U.S Growth Et	$0	$107,000 0.04% of portfolio	844	Q3 2024 Added 0.12%
VHT Vanguard Health Care ETF	$0	$99,000 0.04% of portfolio	376	Q4 2024 New
GBTC Grayscale Bitcoin Trust (Btc)	$52.1B	$90,000 0.04% of portfolio	1,387	Q1 2024 New
DGRO Ishares Core Dividend Growth E	$0	$75,000 0.03% of portfolio	1,229	Q4 2023 Reduced 19.99%
VEA Vanguard Ftse Developed Market	$0	$73,000 0.03% of portfolio	1,446	Q1 2025 Added 0.49%
XLI Industrial Sector Spdr	$0	$70,000 0.03% of portfolio	536	Q3 2023 Reduced 27.37%
VPU Vanguard Utilities ETF	$0	$68,000 0.03% of portfolio	402	Q1 2025 Added 0.75%
VV Vanguard Large Cap ETF	$0	$64,000 0.03% of portfolio	251	Q1 2022 New
VT Vanguard Total World Stk Index	$0	$63,000 0.02% of portfolio	548	Q1 2025 Added 0.18%
IJK Ishares S&P Midcap 400 Growth	$0	$59,000 0.02% of portfolio	718	Q1 2025 Added 0.14%
IWF Ishares Russell 1000 Gr ETF	$0	$51,000 0.02% of portfolio	144	Q1 2025 Added 0.7%
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$48,000 0.02% of portfolio	624	Q1 2025 Added 0.32%
VB Vanguard Small Cap ETF	$0	$47,000 0.02% of portfolio	212	Q1 2025 Added 0.47%
HOMZ ETF Ser Solutions Hoya Cap Hsg	$0	$45,000 0.02% of portfolio	1,022	Q4 2024 New
IEMG Ishares Inc	$0	$36,000 0.01% of portfolio	684	Q4 2024 Added 1.94%
VXUS Vanguard Star Fd Vanguard Tota	$0	$33,000 0.01% of portfolio	545	Q4 2022 Reduced 86.93%
SCHB Schwab Strategic Tr Us Broad M	$0	$26,000 0.01% of portfolio	1,253	Q1 2025 Added 0.32%
VXF Vanguard Extended Market ETF	$0	$24,000 0.01% of portfolio	141	Q1 2025 Added 0.71%
SPSM Spdr Portfolio S&P 600 Small C	$0	$24,000 0.01% of portfolio	594	Q1 2025 Added 0.34%
PPA Invesco Exchange Traded Fd Tr	$0	$23,000 0.01% of portfolio	204	Q1 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$20,000 0.01% of portfolio	748	Q1 2025 Added 0.94%
BLOK Amplify ETF Tr Trnsformational	$0	$19,000 0.01% of portfolio	533	Q4 2024 Added 1.33%
RPG Invesco Exchange Traded Fd Tr	$0	$17,000 0.01% of portfolio	461	Q3 2023 Added 401.09%
SMH Vaneck ETF Tr Semiconductor Et	$0	$15,000 0.01% of portfolio	73	Q4 2023 Reduced 68.94%
VIS Vanguard Industrial ETF	$0	$14,000 0.01% of portfolio	60	Q4 2024 Added 1.69%
XLC Select Sector Spdr Tr Communic	$0	$11,000 0.0% of portfolio	122	Q1 2025 New
EFA Ishares Tr Msci Eafe ETF	$0	$9,000 0.0% of portfolio	113	Q4 2024 Added 1.8%
VYMI Vanguard Whitehall Fds Intl Hi	$0	$8,000 0.0% of portfolio	122	Q1 2025 Added 0.83%
QQQJ Invesco Exchange Traded Fd Tr	$0	$7,000 0.0% of portfolio	245	Q4 2024 Added 0.41%
SRVR Pacer Fds Tr Benchmark Data &	$0	$6,000 0.0% of portfolio	209	Q1 2025 Added 0.48%
IWR Ishares Russell Mid Cap ETF	$0	$6,000 0.0% of portfolio	79	Q4 2024 Added 1.28%
DRIV Global X Fds Global X Autonomo	$0	$6,000 0.0% of portfolio	295	Q1 2025 Added 0.68%
SCHH Schwab Strategic U.S. Reit ETF	$0	$4,000 0.0% of portfolio	189	Q1 2025 Added 0.53%
IWN Ishares Russell2000 Val ETF	$0	$4,000 0.0% of portfolio	33	Q3 2024 New
LIT Global X Fds Global X Lithium	$0	$4,000 0.0% of portfolio	106	Q3 2024 Added 0.95%
IWS Ishares Russell Midcap Value E	$0	$3,000 0.0% of portfolio	27	Q3 2024 New
XLB Select Sector Spdr Fd Material	$0	$2,000 0.0% of portfolio	33	Q1 2025 Added 3.13%
EFV Msci Eafe Value ETF	$0	$1,000 0.0% of portfolio	21	Q3 2024 New

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