Jackson, Grant Investment Advisers, Inc. ETFs

Jackson, Grant Investment Advisers, Inc.

$265 Million
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VOE Vanguard Mid Cap Value Index F	$0	$177,000 0.07% of portfolio	1,056	Q3 2024 Added 0.48%
IJJ Ishares S&P Midcap 400 Value E	$0	$173,000 0.07% of portfolio	1,405	Q3 2024 Added 0.64%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$167,000 0.06% of portfolio	395	Q3 2024 Added 0.25%
IJT Ishares S&P Small Cap 600 Grow	$0	$156,000 0.06% of portfolio	1,122	Q3 2024 Added 0.36%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$151,000 0.06% of portfolio	266	Q3 2024 Added 0.38%
IUSG Ishares Core S&P U.S Growth Et	$0	$111,000 0.04% of portfolio	844	Q3 2024 Added 0.12%
IWF Ishares Russell 1000 Gr ETF	$0	$107,000 0.04% of portfolio	287	Q3 2024 Added 0.35%
IWP Ishares Russell Mid Cap Growth	$0	$98,000 0.04% of portfolio	837	Q3 2024 Added 0.12%
PAVE Global X Fds Us Infrastructure	$0	$97,000 0.04% of portfolio	2,367	Q2 2024 Added 46.38%
DGRO Ishares Core Dividend Growth E	$0	$77,000 0.03% of portfolio	1,229	Q4 2023 Reduced 19.99%
VEA Vanguard Ftse Developed Market	$0	$74,000 0.03% of portfolio	1,418	Q3 2024 Added 0.28%
XLI Industrial Sector Spdr	$0	$72,000 0.03% of portfolio	536	Q3 2023 Reduced 27.37%
GBTC Grayscale Bitcoin Trust (Btc)	$54.6B	$70,000 0.03% of portfolio	1,387	Q1 2024 New
VPU Vanguard Utilities ETF	$0	$68,000 0.03% of portfolio	396	Q3 2024 Added 1.8%
VV Vanguard Large Cap ETF	$0	$66,000 0.02% of portfolio	251	Q1 2022 New
IJK Ishares S&P Midcap 400 Growth	$0	$65,000 0.02% of portfolio	715	Q3 2024 Added 0.14%
VT Vanguard Total World Stk Index	$0	$64,000 0.02% of portfolio	543	Q3 2024 Added 0.37%
VB Vanguard Small Cap ETF	$0	$50,000 0.02% of portfolio	211	Q3 2024 Added 0.96%
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$49,000 0.02% of portfolio	618	Q3 2024 Added 0.32%
VXUS Vanguard Star Fd Vanguard Tota	$0	$35,000 0.01% of portfolio	545	Q4 2022 Reduced 86.93%
IEMG Ishares Inc	$0	$35,000 0.01% of portfolio	671	Q3 2024 Added 8.23%
SCHB Schwab Strategic Tr Us Broad M	$0	$27,000 0.01% of portfolio	415	Q3 2024 Added 0.24%
VXF Vanguard Extended Market ETF	$0	$25,000 0.01% of portfolio	140	Q3 2024 Added 0.72%
PPA Invesco Exchange Traded Fd Tr	$0	$23,000 0.01% of portfolio	204	Q1 2024 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$21,000 0.01% of portfolio	473	Q3 2024 Added 0.42%
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$21,000 0.01% of portfolio	213	Q1 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$20,000 0.01% of portfolio	245	Q3 2024 Added 0.82%
XSD Spdr Tr Ser Spdr S&P Semicondu	$0	$20,000 0.01% of portfolio	86	Q1 2024 New
BLOK Amplify ETF Tr Trnsformational	$0	$19,000 0.01% of portfolio	526	Q4 2023 Added 0.19%
RPG Invesco Exchange Traded Fd Tr	$0	$18,000 0.01% of portfolio	461	Q3 2023 Added 401.09%
SMH Vaneck ETF Tr Semiconductor Et	$0	$17,000 0.01% of portfolio	73	Q4 2023 Reduced 68.94%
VIS Vanguard Industrial ETF	$0	$15,000 0.01% of portfolio	59	Q2 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$9,000 0.0% of portfolio	111	Q3 2024 New
MUB Ishares National Muni Bond ETF	$0	$8,000 0.0% of portfolio	74	Q3 2024 New
VYMI Vanguard Whitehall Fds Intl Hi	$0	$8,000 0.0% of portfolio	119	Q3 2024 Added 0.85%
QQQJ Invesco Exchange Traded Fd Tr	$0	$7,000 0.0% of portfolio	244	Q1 2024 Added 0.41%
DRIV Global X Fds Global X Autonomo	$0	$6,000 0.0% of portfolio	293	Q3 2024 Added 0.69%
IWR Ishares Russell Mid Cap ETF	$0	$6,000 0.0% of portfolio	78	Q3 2024 New
SRVR Pacer Fds Tr Benchmark Data &	$0	$6,000 0.0% of portfolio	208	Q3 2024 Added 0.97%
IWN Ishares Russell2000 Val ETF	$0	$5,000 0.0% of portfolio	33	Q3 2024 New
SCHH Schwab Strategic U.S. Reit ETF	$0	$4,000 0.0% of portfolio	186	Q3 2024 New
LIT Global X Fds Global X Lithium	$0	$4,000 0.0% of portfolio	106	Q3 2024 Added 0.95%
XLB Select Sector Spdr Fd Material	$0	$3,000 0.0% of portfolio	32	Q2 2024 New
IWS Ishares Russell Midcap Value E	$0	$3,000 0.0% of portfolio	27	Q3 2024 New
EFV Msci Eafe Value ETF	$0	$1,000 0.0% of portfolio	21	Q3 2024 New

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