Loring Wolcott & Coolidge Fiduciary Advisors LLP ETFs

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.3 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPY Spdr S&P 500 ETF Trust	$0	$6.3 Million 0.06% of portfolio	11,269	Q1 2025 Reduced 0.64%
VIG Vanguard Dividend Appreciation	$0	$2.78 Million 0.03% of portfolio	15,260	Q3 2024 Reduced 0.33%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$2.66 Million 0.03% of portfolio	4,986	Q1 2025 Reduced 0.89%
QQQ Invesco Qqq Trust, Series 1	$0	$2.56 Million 0.02% of portfolio	5,465	Q4 2024 Added 1.77%
IWF Ishares Russell 1000 Gr ETF	$0	$2.55 Million 0.02% of portfolio	7,068	Q1 2025 Reduced 10.1%
GLD Spdr Gold Trust	$107B	$2.19 Million 0.02% of portfolio	7,612	Q4 2024 Reduced 13.76%
IVV Ishares Core S&P 500 ETF	$0	$2.1 Million 0.02% of portfolio	3,745	Q1 2025 Added 36.28%
VOO Vanguard Index Fds S&P 500 ETF	$0	$1.94 Million 0.02% of portfolio	3,767	Q1 2025 Reduced 0.11%
IWO Ishares Russell 2000 Gwt ETF	$0	$1.62 Million 0.02% of portfolio	6,338	Q1 2025 Reduced 4.09%
IWD Ishares Russell 1000 Val ETF	$0	$1.49 Million 0.01% of portfolio	7,920	Q1 2024 Reduced 16.8%
IWN Ishares Russell2000 Val ETF	$0	$1.2 Million 0.01% of portfolio	7,973	Q1 2025 Reduced 3.28%
EFV Msci Eafe Value ETF	$0	$900,000 0.01% of portfolio	15,275	Q1 2025 Added 1,567.58%
IVW Ishares S&P 500 Growth ETF	$0	$863,000 0.01% of portfolio	9,300	Q4 2024 Reduced 7.61%
VEA Vanguard Ftse Developed Market	$0	$802,000 0.01% of portfolio	15,790	Q1 2025 Added 5.52%
VUG Vanguard Growth ETF	$0	$743,000 0.01% of portfolio	2,006	Q1 2025 Reduced 20.11%
IWM Ishares Russell 2000 ETF	$0	$708,000 0.01% of portfolio	3,552	Q4 2024 Reduced 4.31%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$680,000 0.01% of portfolio	6,950	Q1 2021 Added 24.89%
VTV Vanguard Value ETF	$0	$593,000 0.01% of portfolio	3,437	Q1 2025 Reduced 7.9%
VEU Vanguard Ftse All World Ex Us	$0	$580,000 0.01% of portfolio	9,570	Q1 2025 Added 35.36%
SHY Ishares Barclays 1 3 Year Trea	$0	$579,000 0.01% of portfolio	7,000	Q1 2025 New
IJR Ishares Core S&P Sm Cap ETF	$0	$566,000 0.01% of portfolio	5,416	Q1 2025 Reduced 11.08%
RSP Invesco S&P 500 Equal Weight E	$0	$558,000 0.01% of portfolio	3,226	Q2 2023 New
EFA Ishares Tr Msci Eafe ETF	$0	$487,000 0.0% of portfolio	5,968	Q1 2025 Reduced 0.75%
XLK Technology Sector Spdr	$0	$486,000 0.0% of portfolio	2,354	Q3 2023 Reduced 7.76%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$484,000 0.0% of portfolio	1,155	Q3 2022 Reduced 12.17%
IJK Ishares S&P Midcap 400 Growth	$0	$473,000 0.0% of portfolio	5,688	Q1 2025 Reduced 8.82%
IJH Ishares Core S&P Mid Cap ETF	$0	$470,000 0.0% of portfolio	8,060	Q1 2025 Reduced 0.49%
IVE Ishares S&P 500 Value ETF	$0	$404,000 0.0% of portfolio	2,122	Q1 2025 Reduced 6.6%
DBJP Xtrackers Msci Japan Hedged Eq	$0	$379,000 0.0% of portfolio	5,105	Q4 2020 New
IWS Ishares Russell Midcap Value E	$0	$284,000 0.0% of portfolio	2,259	Q2 2024 Reduced 4.28%
VB Vanguard Small Cap ETF	$0	$267,000 0.0% of portfolio	1,205	Q1 2024 Reduced 0.99%
VO Vanguard Mid Cap ETF	$0	$256,000 0.0% of portfolio	990	Q2 2024 Reduced 47.89%
IWV Ishares Russell 3000 ETF	$0	$225,000 0.0% of portfolio	710	Q1 2025 Reduced 2.07%
VONG Vanguard Russell 1000 Growth E	$0	$212,000 0.0% of portfolio	2,292	Q1 2025 Reduced 19.04%
IJJ Ishares S&P Midcap 400 Value E	$0	$212,000 0.0% of portfolio	1,775	Q1 2025 Reduced 10.13%
VONV Vanguard Russell 1000 Value Et	$0	$211,000 0.0% of portfolio	2,561	Q1 2025 Reduced 19.84%
IBDT Ishares Tr Ibonds Dec 2028 Ter	$0	$202,000 0.0% of portfolio	8,000	Q4 2024 New
DSI Ishares Msci Kld 400 Social Et	$0	$182,000 0.0% of portfolio	1,780	Q4 2024 Reduced 8.2%
DISV Dimensional ETF Tr Dimensional	$0	$176,000 0.0% of portfolio	6,060	Q1 2025 New
IJT Ishares S&P Small Cap 600 Grow	$0	$174,000 0.0% of portfolio	1,400	Q4 2024 Added 16.67%
IEFA Ishares Tr	$0	$163,000 0.0% of portfolio	2,166	Q4 2024 Reduced 34.54%
DBEU Xtrackers Msci Europe Hedged E	$0	$158,000 0.0% of portfolio	3,600	Q2 2021 New
VGIT Vanguard Intermediate Term Tre	$0	$158,000 0.0% of portfolio	2,676	Q2 2024 New
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$150,000 0.0% of portfolio	6,000	Q4 2024 Reduced 20.0%
VCR Vanguard Consumer Discretionar	$0	$150,000 0.0% of portfolio	462	Q1 2022 Reduced 26.78%
DGRW Wisdomtree Tr Us Quality Divid	$0	$145,000 0.0% of portfolio	1,820	Q1 2024 Reduced 27.2%
XLE Energy Sector Spdr	$0	$140,000 0.0% of portfolio	1,500	Q4 2023 Reduced 43.9%
ARKW Ark Next Generation Internet E	$0	$132,000 0.0% of portfolio	1,402	Q1 2025 New
IWP Ishares Russell Mid Cap Growth	$0	$131,000 0.0% of portfolio	1,122	Q2 2024 Reduced 5.32%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$115,000 0.0% of portfolio	2,428	Q1 2025 Added 234.9%

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