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
IMTM Ishares Msci Intl Momentum Fac	$0	$263,000 0.0% of portfolio	5,765	Q1 2025 New
IWL Ishares Tr Russell 200 ETF	$0	$260,000 0.0% of portfolio	1,700	Q1 2025 New
VOOG Vanguard S&P 500 Growth ETF	$0	$260,000 0.0% of portfolio	658	Q2 2025 Added 3.46%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$260,000 0.0% of portfolio	1,936	Q4 2024 Added 208.78%
SPSM Spdr Portfolio S&P 600 Small C	$0	$256,000 0.0% of portfolio	6,030	Q4 2024 Reduced 7.16%
SUSB Ishares Tr Ishares Esg Aware 1	$0	$254,000 0.0% of portfolio	10,106	Q4 2024 Added 2.99%
QQEW First Tr Nasdaq 100 Equal Weig	$0	$249,000 0.0% of portfolio	1,831	Q1 2025 New
IXC Ishares Tr Global Energy ETF	$0	$247,000 0.0% of portfolio	6,305	Q2 2025 New
DFAI Dimensional ETF Tr	$0	$243,000 0.0% of portfolio	7,032	Q4 2024 Reduced 0.65%
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$242,000 0.0% of portfolio	9,623	Q4 2024 New
IDEV Ishares Core Msci Intl Develop	$0	$242,000 0.0% of portfolio	3,195	Q4 2024 Added 48.51%
SCHR Schwab Intermediate Term Us Tr	$0	$240,000 0.0% of portfolio	9,590	Q2 2025 New
IWY Ishares Tr Russell 200 Growth	$0	$239,000 0.0% of portfolio	972	Q2 2025 New
JMUB Jp Morgan Tr Mun ETF (De)	$0	$238,000 0.0% of portfolio	4,805	Q2 2025 New
BNDX Vanguard Total International B	$0	$236,000 0.0% of portfolio	4,782	Q2 2025 New
VTHR Vanguard Russell 3000 ETF	$0	$236,000 0.0% of portfolio	866	Q4 2024 New
DYNF Blackrock ETF Tr U S Equity Fa	$0	$235,000 0.0% of portfolio	4,323	Q2 2025 Reduced 4.44%
ZROZ Pimco ETF Tr 25+ Yr Zero Cpn U	$0	$234,000 0.0% of portfolio	3,500	Q1 2025 New
ONEQ Fidelity Nasdaq Composite Inde	$0	$233,000 0.0% of portfolio	2,918	Q4 2024 Added 63.78%
EIS Ishares Inc Mcsi Israel ETF	$0	$233,000 0.0% of portfolio	2,460	Q2 2025 New
PWB Invesco Exchange Traded Fd Tr	$0	$232,000 0.0% of portfolio	1,979	Q2 2025 New
SPYD Spdr Portfolio S&P 500 High Di	$0	$229,000 0.0% of portfolio	5,415	Q4 2024 Reduced 2.25%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$225,000 0.0% of portfolio	3,208	Q2 2025 New
QTEC First Trust Nasdaq 100 Technol	$0	$224,000 0.0% of portfolio	1,056	Q2 2025 New
FVAL Fidelity Covington Tr Value Fa	$0	$223,000 0.0% of portfolio	3,500	Q2 2025 New
TECL Direxion Daily Technology Bull	$0	$220,000 0.0% of portfolio	2,356	Q2 2025 New
EEMA Ishares Msci Emerging Markets	$0	$220,000 0.0% of portfolio	2,667	Q2 2025 New
PGF Invesco Exchange Traded Fd Tr	$0	$216,000 0.0% of portfolio	15,350	Q2 2025 New
KWEB Kraneshares Tr Csi China Inter	$0	$213,000 0.0% of portfolio	6,208	Q2 2025 New
XOP Spdr Ser Tr Oil & Gas Explorat	$0	$212,000 0.0% of portfolio	1,687	Q4 2024 Reduced 6.99%
IYH Ishares Tr	$0	$212,000 0.0% of portfolio	3,768	Q4 2024 Added 182.25%
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$211,000 0.0% of portfolio	4,445	Q2 2025 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$208,000 0.0% of portfolio	4,879	Q4 2024 Added 8.96%
ISTB Ihares Core 1 5 Years Usd Bond	$0	$203,000 0.0% of portfolio	4,176	Q4 2024 Added 71.41%
RDVY First Trust Rising Dividend Ac	$0	$201,000 0.0% of portfolio	3,215	Q2 2025 New
PDP Invesco Exchange Traded Fd Tr	$0	$200,000 0.0% of portfolio	1,842	Q2 2025 New
BIZD Vaneck Vectors ETF Tr Bdc Inco	$0	$180,000 0.0% of portfolio	11,096	Q2 2025 New
ICLN Ishares	$0	$169,000 0.0% of portfolio	12,903	Q4 2024 Reduced 9.31%
CLTL Invesco ETF Tr Ii Treas Collat	$0	$0 0.0% of portfolio	27,536	Q4 2024 Reduced 53.78%

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