Loring Wolcott & Coolidge Fiduciary Advisors LLP ETFs

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.9 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPY Spdr S&P 500 ETF Trust	$0	$6.65 Million 0.06% of portfolio	11,342	Q4 2024 Added 1.37%
IWF Ishares Russell 1000 Gr ETF	$0	$3.16 Million 0.03% of portfolio	7,862	Q4 2024 Reduced 11.13%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$2.87 Million 0.03% of portfolio	5,031	Q4 2024 Reduced 2.76%
QQQ Invesco Qqq Trust, Series 1	$0	$2.79 Million 0.03% of portfolio	5,465	Q4 2024 Added 1.77%
VIG Vanguard Dividend Appreciation	$0	$2.78 Million 0.03% of portfolio	15,260	Q3 2024 Reduced 0.33%
VOO Vanguard Index Fds S&P 500 ETF	$0	$2.03 Million 0.02% of portfolio	3,771	Q4 2024 Reduced 7.82%
IWO Ishares Russell 2000 Gwt ETF	$0	$1.9 Million 0.02% of portfolio	6,608	Q3 2024 Reduced 1.27%
GLD Spdr Gold Trust	$89.2B	$1.84 Million 0.02% of portfolio	7,612	Q4 2024 Reduced 13.76%
IVV Ishares Core S&P 500 ETF	$0	$1.62 Million 0.01% of portfolio	2,748	Q4 2024 Added 14.6%
IWD Ishares Russell 1000 Val ETF	$0	$1.47 Million 0.01% of portfolio	7,920	Q1 2024 Reduced 16.8%
IWN Ishares Russell2000 Val ETF	$0	$1.35 Million 0.01% of portfolio	8,243	Q4 2024 Reduced 7.62%
VUG Vanguard Growth ETF	$0	$1.03 Million 0.01% of portfolio	2,511	Q3 2024 Reduced 0.48%
IVW Ishares S&P 500 Growth ETF	$0	$944,000 0.01% of portfolio	9,300	Q4 2024 Reduced 7.61%
IWM Ishares Russell 2000 ETF	$0	$784,000 0.01% of portfolio	3,552	Q4 2024 Reduced 4.31%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$728,000 0.01% of portfolio	6,950	Q1 2021 Added 24.89%
VEA Vanguard Ftse Developed Market	$0	$715,000 0.01% of portfolio	14,964	Q3 2024 Reduced 4.71%
IJR Ishares Core S&P Sm Cap ETF	$0	$701,000 0.01% of portfolio	6,091	Q4 2024 Reduced 19.62%
VTV Vanguard Value ETF	$0	$631,000 0.01% of portfolio	3,732	Q4 2024 Reduced 1.97%
IJK Ishares S&P Midcap 400 Growth	$0	$567,000 0.01% of portfolio	6,238	Q4 2024 Added 4.98%
RSP Invesco S&P 500 Equal Weight E	$0	$565,000 0.01% of portfolio	3,226	Q2 2023 New
XLK Technology Sector Spdr	$0	$547,000 0.01% of portfolio	2,354	Q3 2023 Reduced 7.76%
IJH Ishares Core S&P Mid Cap ETF	$0	$504,000 0.0% of portfolio	8,100	Q4 2024 Added 3.91%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$491,000 0.0% of portfolio	1,155	Q3 2022 Reduced 12.17%
EFA Ishares Tr Msci Eafe ETF	$0	$454,000 0.0% of portfolio	6,013	Q3 2024 Reduced 3.22%
IVE Ishares S&P 500 Value ETF	$0	$433,000 0.0% of portfolio	2,272	Q4 2024 Reduced 16.99%
VEU Vanguard Ftse All World Ex Us	$0	$405,000 0.0% of portfolio	7,070	Q4 2024 Reduced 13.99%
DBJP Xtrackers Msci Japan Hedged Eq	$0	$386,000 0.0% of portfolio	5,105	Q4 2020 New
IWS Ishares Russell Midcap Value E	$0	$292,000 0.0% of portfolio	2,259	Q2 2024 Reduced 4.28%
VONG Vanguard Russell 1000 Growth E	$0	$292,000 0.0% of portfolio	2,831	Q4 2024 Reduced 9.35%
VB Vanguard Small Cap ETF	$0	$289,000 0.0% of portfolio	1,205	Q1 2024 Reduced 0.99%
VO Vanguard Mid Cap ETF	$0	$261,000 0.0% of portfolio	990	Q2 2024 Reduced 47.89%
VONV Vanguard Russell 1000 Value Et	$0	$259,000 0.0% of portfolio	3,195	Q4 2024 Reduced 9.87%
IJJ Ishares S&P Midcap 400 Value E	$0	$246,000 0.0% of portfolio	1,975	Q4 2024 Reduced 14.32%
IWV Ishares Russell 3000 ETF	$0	$242,000 0.0% of portfolio	725	Q3 2023 Reduced 7.29%
IBDT Ishares Tr Ibonds Dec 2028 Ter	$0	$199,000 0.0% of portfolio	8,000	Q4 2024 New
DSI Ishares Msci Kld 400 Social Et	$0	$196,000 0.0% of portfolio	1,780	Q4 2024 Reduced 8.2%
IMCB Ishares Morningstar Mid Cap Et	$0	$194,000 0.0% of portfolio	2,556	Q2 2023 New
IJT Ishares S&P Small Cap 600 Grow	$0	$189,000 0.0% of portfolio	1,400	Q4 2024 Added 16.67%
VCR Vanguard Consumer Discretionar	$0	$173,000 0.0% of portfolio	462	Q1 2022 Reduced 26.78%
VGIT Vanguard Intermediate Term Tre	$0	$155,000 0.0% of portfolio	2,676	Q2 2024 New
IEFA Ishares Tr	$0	$152,000 0.0% of portfolio	2,166	Q4 2024 Reduced 34.54%
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$150,000 0.0% of portfolio	6,000	Q4 2024 Reduced 20.0%
DBEU Xtrackers Msci Europe Hedged E	$0	$148,000 0.0% of portfolio	3,600	Q2 2021 New
DGRW Wisdomtree Tr Us Quality Divid	$0	$147,000 0.0% of portfolio	1,820	Q1 2024 Reduced 27.2%
IWP Ishares Russell Mid Cap Growth	$0	$142,000 0.0% of portfolio	1,122	Q2 2024 Reduced 5.32%
VWO Vanguard Ftse Emerging Mkts Et	$0	$142,000 0.0% of portfolio	3,236	Q3 2024 Added 34.22%
ESGU Ishares Trust Ishares Esg Awar	$0	$131,000 0.0% of portfolio	1,017	Q4 2024 Reduced 29.23%
XLE Energy Sector Spdr	$0	$128,000 0.0% of portfolio	1,500	Q4 2023 Reduced 43.9%
IWR Ishares Russell Mid Cap ETF	$0	$106,000 0.0% of portfolio	1,209	Q1 2024 Reduced 10.91%
ITOT Ishares Core S&P Total U.S. St	$0	$94,000 0.0% of portfolio	731	Q4 2024 Reduced 19.76%

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