Kovitz Investment Group Partners, LLC ETFs

Kovitz Investment Group Partners, LLC

$21.5 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VONE Vanguard Russell 1000 ETF	$0	$1.84 Million 0.01% of portfolio	6,565	Q4 2024 Added 32.32%
GBTC Grayscale Bitcoin Trust (Btc)	$60.5B	$1.84 Million 0.01% of portfolio	21,723	Q4 2024 Reduced 21.2%
IJJ Ishares S&P Midcap 400 Value E	$0	$1.82 Million 0.01% of portfolio	14,760	Q4 2024 Added 12.47%
EFG Msci Eafe Growth ETF	$0	$1.82 Million 0.01% of portfolio	16,235	Q4 2024 Reduced 14.68%
LDUR Pimco Enhanced Low Duration Ac	$0	$1.82 Million 0.01% of portfolio	18,954	Q4 2024 Reduced 87.93%
VBK Vanguard Small Cap Growth ETF	$0	$1.8 Million 0.01% of portfolio	6,517	Q4 2024 Added 9.21%
STIP Ishares Barclays 0 5 Year Tips	$0	$1.79 Million 0.01% of portfolio	17,365	Q2 2025 Added 3.07%
IBMP Ishares Tr Ibonds December 202	$0	$1.77 Million 0.01% of portfolio	69,859	Q2 2025 Added 60.26%
IBMO Ishares Tr Ibonds December 202	$0	$1.77 Million 0.01% of portfolio	69,052	Q2 2025 Added 60.12%
PKW Invesco Exchange Traded Fd Tr	$0	$1.77 Million 0.01% of portfolio	14,305	Q4 2024 Reduced 0.75%
SPUS Tidal ETF Tr Sp Fds S&P 500 Sh	$0	$1.77 Million 0.01% of portfolio	39,790	Q2 2025 Reduced 31.04%
IYK Ishares U.S. Consumer Staples	$0	$1.76 Million 0.01% of portfolio	25,021	Q2 2025 New
IGLB Ishares 10+ Year Investment Gr	$0	$1.72 Million 0.01% of portfolio	34,298	Q4 2024 Added 1,070.11%
SPIB Spdr Portfolio Intermediate Te	$0	$1.72 Million 0.01% of portfolio	51,121	Q4 2024 Added 16.58%
BBEU Jp Morgan ETF Trust Betabuilde	$0	$1.7 Million 0.01% of portfolio	25,168	Q4 2024 Added 9.88%
XLV Select Sector Spdr Fund Health	$0	$1.69 Million 0.01% of portfolio	12,553	Q4 2024 Reduced 61.47%
MOO Vaneck Vectors ETF Tr Vaneck A	$0	$1.68 Million 0.01% of portfolio	22,844	Q2 2025 New
FLBR Franklin Templeton ETF Tr	$0	$1.63 Million 0.01% of portfolio	90,839	Q4 2024 Reduced 8.17%
VOT Vanguard Mid Cap Growth Index	$0	$1.61 Million 0.01% of portfolio	5,654	Q4 2024 Added 19.51%
IBDT Ishares Tr Ibonds Dec 2028 Ter	$0	$1.56 Million 0.01% of portfolio	61,416	Q2 2025 Reduced 9.44%
EWO Ishares Inc Msci Austria ETF	$0	$1.45 Million 0.01% of portfolio	49,472	Q2 2025 Added 11.81%
VIS Vanguard Industrial ETF	$0	$1.4 Million 0.01% of portfolio	4,988	Q4 2024 Added 3.85%
EMXC Ishares Inc Msci Emerging Mkts	$0	$1.38 Million 0.01% of portfolio	21,925	Q4 2024 Reduced 65.66%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$1.37 Million 0.01% of portfolio	26,229	Q4 2024 Reduced 5.61%
DXJ Wisdomtree Trust Japan Hedged	$0	$1.34 Million 0.01% of portfolio	11,761	Q4 2024 Added 4.79%
FDIS Fidelity Covington Tr Msci Con	$0	$1.33 Million 0.01% of portfolio	14,148	Q4 2024 Added 611.7%
ESGU Ishares Trust Ishares Esg Awar	$0	$1.32 Million 0.01% of portfolio	9,767	Q4 2024 Added 10.67%
UAE Ishares Tr Ishares Msci Uae Et	$0	$1.3 Million 0.01% of portfolio	69,357	Q4 2024 Reduced 0.56%
EMLC Vaneck ETF Tr J.P. Morgan Em L	$0	$1.3 Million 0.01% of portfolio	51,140	Q2 2025 New
EIRL Ishares Tr Msci Ireland ETF	$0	$1.29 Million 0.01% of portfolio	19,285	Q2 2025 Added 6.15%
EWN Ishares Msci Netherlnds ETF	$0	$1.27 Million 0.01% of portfolio	23,355	Q4 2024 Reduced 0.72%
EZA Ishares Msci South Africa ETF	$0	$1.26 Million 0.01% of portfolio	23,531	Q4 2024 Reduced 2.06%
VHT Vanguard Health Care ETF	$0	$1.24 Million 0.01% of portfolio	4,981	Q4 2024 Added 2.19%
GXG Global X Msci Colombia	$0	$1.23 Million 0.01% of portfolio	42,785	Q4 2024 Added 2.38%
DFAS Dimensional ETF Tr U S Small C	$0	$1.22 Million 0.01% of portfolio	19,175	Q4 2024 Added 4.18%
FNDF Schwab Fundamental Intl Large	$0	$1.2 Million 0.01% of portfolio	29,956	Q2 2025 Added 126.03%
XLY Select Sector Spdr Consumer Di	$0	$1.16 Million 0.01% of portfolio	5,325	Q4 2024 Reduced 46.08%
FLCH Franklin Templeton ETF Tr	$0	$1.16 Million 0.01% of portfolio	53,282	Q4 2024 Reduced 19.02%
IDX Vaneck ETF Tr Indonesia Index	$0	$1.14 Million 0.01% of portfolio	78,524	Q4 2024 Reduced 26.14%
FLJP Franklin Templeton ETF Tr	$0	$1.14 Million 0.01% of portfolio	35,421	Q4 2024 Reduced 2.99%
EWM Ishs Msci Malaysia ETF	$0	$1.13 Million 0.01% of portfolio	46,553	Q2 2025 Added 4.7%
XAR Spdr S&P Aerospace & Defense E	$0	$1.12 Million 0.01% of portfolio	5,307	Q4 2024 Reduced 2.32%
SGOL Abrdn Gold ETF Trust	$5.02B	$1.08 Million 0.01% of portfolio	34,311	Q2 2025 New
PHO Invesco Exchange Traded Fd Tr	$0	$1.08 Million 0.01% of portfolio	15,424	Q4 2024 Reduced 22.72%
XLRE Select Sector Spdr Tr Real Est	$0	$1.07 Million 0.0% of portfolio	25,853	Q4 2024 Added 27.36%
MGK Vanguard Mega Cap Growth ETF	$0	$1.07 Million 0.0% of portfolio	2,911	Q4 2024 Reduced 7.32%
INDA Ishares Msci India Index Fund	$0	$1.05 Million 0.0% of portfolio	18,798	Q4 2024 Reduced 1.62%
ILCB Ishares Morningstar U.S. Equit	$0	$1.04 Million 0.0% of portfolio	12,154	Q4 2024 Added 0.13%
GVIP Goldman Sachs Hedge Ind Vip Et	$0	$1.04 Million 0.0% of portfolio	7,494	Q2 2025 New
ESGD Ishares Trust Ishares Esg Awar	$0	$1.01 Million 0.0% of portfolio	11,271	Q4 2024 Added 2.01%

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