Kovitz Investment Group Partners, LLC ETFs

Kovitz Investment Group Partners, LLC

$18.2 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BBJP Jp Morgan ETF Trust Betabuilde	$0	$291,000 0.0% of portfolio	5,197	Q1 2025 Added 24.81%
FXI Ishares Tr	$0	$290,000 0.0% of portfolio	8,095	Q1 2025 Added 11.69%
MGV Vanguard Mega Cap Value	$0	$280,000 0.0% of portfolio	2,179	Q1 2025 New
MTUM Ishares Msci Usa Momentum Fact	$0	$279,000 0.0% of portfolio	1,384	Q1 2025 Added 32.31%
PTNQ Pacer Fds Tr Trendpliot 100 Et	$0	$278,000 0.0% of portfolio	3,927	Q4 2024 New
IQLT Ishares Msci Intl Quality Fact	$0	$276,000 0.0% of portfolio	6,971	Q1 2025 Added 4.91%
CRBN Ishares Tr Msci Acwi Low Carbo	$0	$274,000 0.0% of portfolio	1,435	Q1 2025 Reduced 0.14%
AIQ Global X Funds Global X Artifi	$0	$273,000 0.0% of portfolio	7,519	Q1 2025 Reduced 3.69%
MGC Vanguard Mega Cap ETF	$0	$271,000 0.0% of portfolio	1,350	Q1 2025 Added 0.22%
ONEQ Fidelity Nasdaq Composite Inde	$0	$267,000 0.0% of portfolio	3,927	Q1 2025 Reduced 17.83%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$265,000 0.0% of portfolio	5,353	Q1 2025 Reduced 6.73%
PAVE Global X Fds Us Infrastructure	$0	$262,000 0.0% of portfolio	6,950	Q1 2025 Added 4.72%
SUSB Ishares Tr Ishares Esg Aware 1	$0	$259,000 0.0% of portfolio	10,375	Q1 2025 Reduced 0.32%
WOMN Impact Shs Fds I Tr Ywca Women	$0	$257,000 0.0% of portfolio	6,737	Q1 2025 Added 0.16%
FLTR Vaneck ETF Tr Investment Grade	$0	$252,000 0.0% of portfolio	9,867	Q4 2024 New
ZROZ Pimco ETF Tr 25+ Yr Zero Cpn U	$0	$250,000 0.0% of portfolio	3,500	Q1 2025 New
IYH Ishares Tr	$0	$246,000 0.0% of portfolio	4,049	Q1 2025 Reduced 61.93%
SPYD Spdr Portfolio S&P 500 High Di	$0	$246,000 0.0% of portfolio	5,570	Q1 2025 Added 12.68%
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$242,000 0.0% of portfolio	9,623	Q4 2024 New
JMST Jp Morgan Ultra Short Mun Inco	$0	$239,000 0.0% of portfolio	4,716	Q1 2025 New
EWT Ishares Inc Msci Taiwan ETF	$0	$235,000 0.0% of portfolio	4,959	Q1 2025 Added 11.51%
IWL Ishares Tr Russell 200 ETF	$0	$233,000 0.0% of portfolio	1,700	Q1 2025 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$233,000 0.0% of portfolio	5,736	Q1 2025 Added 6.08%
IMTM Ishares Msci Intl Momentum Fac	$0	$230,000 0.0% of portfolio	5,765	Q1 2025 New
TDIV First Trust Nasdaq Technology	$0	$223,000 0.0% of portfolio	3,040	Q4 2024 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$223,000 0.0% of portfolio	1,932	Q1 2025 New
QQEW First Tr Nasdaq 100 Equal Weig	$0	$221,000 0.0% of portfolio	1,831	Q1 2025 New
DYNF Blackrock ETF Tr U S Equity Fa	$0	$220,000 0.0% of portfolio	4,524	Q1 2025 New
DFAI Dimensional ETF Tr	$0	$218,000 0.0% of portfolio	6,995	Q1 2025 Added 0.13%
VTHR Vanguard Russell 3000 ETF	$0	$213,000 0.0% of portfolio	866	Q4 2024 New
VOOG Vanguard S&P 500 Growth ETF	$0	$212,000 0.0% of portfolio	636	Q1 2025 New
IYF Ishares Tr	$0	$211,000 0.0% of portfolio	1,877	Q1 2025 New
DIG Proshares Ultra Oil & Gas	$0	$210,000 0.0% of portfolio	5,000	Q1 2025 Reduced 33.33%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$209,000 0.0% of portfolio	5,316	Q4 2024 New
GDXJ Vaneck ETF Tr Jr Gold Miners E	$0	$204,000 0.0% of portfolio	3,575	Q1 2025 New
ICLN Ishares	$0	$133,000 0.0% of portfolio	11,703	Q1 2025 Added 0.01%
CLTL Invesco ETF Tr Ii Treas Collat	$0	$0 0.0% of portfolio	24,207	Q1 2025 Added 90.2%

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