Loring Wolcott & Coolidge Fiduciary Advisors LLP ETFs

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPY Spdr S&P 500 ETF Trust	$0	$6.84 Million 0.06% of portfolio	11,065	Q2 2025 Reduced 1.81%
QQQ Invesco Qqq Trust, Series 1	$0	$3.01 Million 0.03% of portfolio	5,465	Q4 2024 Added 1.77%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$2.82 Million 0.03% of portfolio	4,986	Q1 2025 Reduced 0.89%
VIG Vanguard Dividend Appreciation	$0	$2.65 Million 0.02% of portfolio	14,535	Q2 2025 Reduced 4.75%
IWF Ishares Russell 1000 Gr ETF	$0	$2.64 Million 0.02% of portfolio	6,228	Q2 2025 Reduced 11.88%
GLD Spdr Gold Trust	$116B	$2.32 Million 0.02% of portfolio	7,612	Q4 2024 Reduced 13.76%
VOO Vanguard Index Fds S&P 500 ETF	$0	$2.15 Million 0.02% of portfolio	3,787	Q2 2025 Added 0.53%
IVV Ishares Core S&P 500 ETF	$0	$2.03 Million 0.02% of portfolio	3,270	Q2 2025 Reduced 12.68%
IWO Ishares Russell 2000 Gwt ETF	$0	$1.78 Million 0.02% of portfolio	6,218	Q2 2025 Reduced 1.89%
IWD Ishares Russell 1000 Val ETF	$0	$1.54 Million 0.01% of portfolio	7,920	Q1 2024 Reduced 16.8%
IWN Ishares Russell2000 Val ETF	$0	$1.26 Million 0.01% of portfolio	7,973	Q1 2025 Reduced 3.28%
IVW Ishares S&P 500 Growth ETF	$0	$977,000 0.01% of portfolio	8,880	Q2 2025 Reduced 4.52%
EFV Msci Eafe Value ETF	$0	$969,000 0.01% of portfolio	15,275	Q1 2025 Added 1,567.58%
VEA Vanguard Ftse Developed Market	$0	$900,000 0.01% of portfolio	15,790	Q1 2025 Added 5.52%
VUG Vanguard Growth ETF	$0	$879,000 0.01% of portfolio	2,006	Q1 2025 Reduced 20.11%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$761,000 0.01% of portfolio	6,950	Q1 2021 Added 24.89%
IWM Ishares Russell 2000 ETF	$0	$690,000 0.01% of portfolio	3,198	Q2 2025 Reduced 9.97%
VEU Vanguard Ftse All World Ex Us	$0	$643,000 0.01% of portfolio	9,570	Q1 2025 Added 35.36%
VTV Vanguard Value ETF	$0	$607,000 0.01% of portfolio	3,437	Q1 2025 Reduced 7.9%
XLK Technology Sector Spdr	$0	$596,000 0.01% of portfolio	2,354	Q3 2023 Reduced 7.76%
RSP Invesco S&P 500 Equal Weight E	$0	$586,000 0.01% of portfolio	3,226	Q2 2023 New
EFA Ishares Tr Msci Eafe ETF	$0	$533,000 0.0% of portfolio	5,968	Q1 2025 Reduced 0.75%
IJR Ishares Core S&P Sm Cap ETF	$0	$509,000 0.0% of portfolio	4,666	Q2 2025 Reduced 13.85%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$508,000 0.0% of portfolio	1,155	Q3 2022 Reduced 12.17%
IJK Ishares S&P Midcap 400 Growth	$0	$489,000 0.0% of portfolio	5,383	Q2 2025 Reduced 5.36%
IJH Ishares Core S&P Mid Cap ETF	$0	$469,000 0.0% of portfolio	7,570	Q2 2025 Reduced 6.08%
FLIN Franklin Templeton ETF Tr	$0	$437,000 0.0% of portfolio	10,975	Q2 2025 New
ARGT Global X Msci Argentina ETF	$0	$393,000 0.0% of portfolio	4,645	Q2 2025 New
DBJP Xtrackers Msci Japan Hedged Eq	$0	$390,000 0.0% of portfolio	5,105	Q4 2020 New
IVE Ishares S&P 500 Value ETF	$0	$362,000 0.0% of portfolio	1,857	Q2 2025 Reduced 12.49%
IWS Ishares Russell Midcap Value E	$0	$298,000 0.0% of portfolio	2,259	Q2 2024 Reduced 4.28%
VB Vanguard Small Cap ETF	$0	$285,000 0.0% of portfolio	1,205	Q1 2024 Reduced 0.99%
VO Vanguard Mid Cap ETF	$0	$277,000 0.0% of portfolio	990	Q2 2024 Reduced 47.89%
VONG Vanguard Russell 1000 Growth E	$0	$250,000 0.0% of portfolio	2,292	Q1 2025 Reduced 19.04%
IWV Ishares Russell 3000 ETF	$0	$249,000 0.0% of portfolio	710	Q1 2025 Reduced 2.07%
IJJ Ishares S&P Midcap 400 Value E	$0	$219,000 0.0% of portfolio	1,775	Q1 2025 Reduced 10.13%
VONV Vanguard Russell 1000 Value Et	$0	$218,000 0.0% of portfolio	2,561	Q1 2025 Reduced 19.84%
DSI Ishares Msci Kld 400 Social Et	$0	$206,000 0.0% of portfolio	1,780	Q4 2024 Reduced 8.2%
ARKW Ark Next Generation Internet E	$0	$206,000 0.0% of portfolio	1,402	Q1 2025 New
IBDT Ishares Tr Ibonds Dec 2028 Ter	$0	$203,000 0.0% of portfolio	8,000	Q4 2024 New
DISV Dimensional ETF Tr Dimensional	$0	$199,000 0.0% of portfolio	6,060	Q1 2025 New
IEFA Ishares Tr	$0	$197,000 0.0% of portfolio	2,366	Q2 2025 Added 9.23%
IJT Ishares S&P Small Cap 600 Grow	$0	$186,000 0.0% of portfolio	1,400	Q4 2024 Added 16.67%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$170,000 0.0% of portfolio	2,428	Q1 2025 Added 234.9%
VCR Vanguard Consumer Discretionar	$0	$167,000 0.0% of portfolio	462	Q1 2022 Reduced 26.78%
VGIT Vanguard Intermediate Term Tre	$0	$160,000 0.0% of portfolio	2,676	Q2 2024 New
DBEU Xtrackers Msci Europe Hedged E	$0	$158,000 0.0% of portfolio	3,600	Q2 2021 New
IWP Ishares Russell Mid Cap Growth	$0	$155,000 0.0% of portfolio	1,122	Q2 2024 Reduced 5.32%
DGRW Wisdomtree Tr Us Quality Divid	$0	$152,000 0.0% of portfolio	1,820	Q1 2024 Reduced 27.2%
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$151,000 0.0% of portfolio	6,000	Q4 2024 Reduced 20.0%

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