Loring Wolcott & Coolidge Fiduciary Advisors LLP ETFs

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPY Spdr S&P 500 ETF Trust	$0	$6.42 Million 0.06% of portfolio	11,189	Q3 2024 Reduced 27.68%
IWF Ishares Russell 1000 Gr ETF	$0	$3.32 Million 0.03% of portfolio	8,847	Q3 2024 Reduced 1.39%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$2.95 Million 0.03% of portfolio	5,174	Q3 2024 Reduced 0.1%
VIG Vanguard Dividend Appreciation	$0	$2.78 Million 0.03% of portfolio	15,260	Q3 2024 Reduced 0.33%
QQQ Invesco Qqq Trust, Series 1	$0	$2.62 Million 0.02% of portfolio	5,370	Q3 2024 Reduced 1.01%
VOO Vanguard Index Fds S&P 500 ETF	$0	$2.16 Million 0.02% of portfolio	4,091	Q2 2024 Added 155.53%
GLD Spdr Gold Trust	$86B	$2.15 Million 0.02% of portfolio	8,827	Q3 2024 Added 1.15%
IWO Ishares Russell 2000 Gwt ETF	$0	$1.88 Million 0.02% of portfolio	6,608	Q3 2024 Reduced 1.27%
IWD Ishares Russell 1000 Val ETF	$0	$1.5 Million 0.01% of portfolio	7,920	Q1 2024 Reduced 16.8%
IWN Ishares Russell2000 Val ETF	$0	$1.49 Million 0.01% of portfolio	8,923	Q3 2024 Reduced 1.65%
IVV Ishares Core S&P 500 ETF	$0	$1.38 Million 0.01% of portfolio	2,398	Q3 2024 Added 48.12%
VUG Vanguard Growth ETF	$0	$964,000 0.01% of portfolio	2,511	Q3 2024 Reduced 0.48%
IVW Ishares S&P 500 Growth ETF	$0	$963,000 0.01% of portfolio	10,066	Q3 2024 Reduced 6.07%
IJR Ishares Core S&P Sm Cap ETF	$0	$886,000 0.01% of portfolio	7,578	Q3 2024 Added 15.59%
IWM Ishares Russell 2000 ETF	$0	$819,000 0.01% of portfolio	3,712	Q3 2024 Reduced 2.75%
VEA Vanguard Ftse Developed Market	$0	$790,000 0.01% of portfolio	14,964	Q3 2024 Reduced 4.71%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$706,000 0.01% of portfolio	6,950	Q1 2021 Added 24.89%
VTV Vanguard Value ETF	$0	$664,000 0.01% of portfolio	3,807	Q3 2024 Reduced 0.65%
RSP Invesco S&P 500 Equal Weight E	$0	$577,000 0.01% of portfolio	3,226	Q2 2023 New
IJK Ishares S&P Midcap 400 Growth	$0	$546,000 0.0% of portfolio	5,942	Q3 2024 Reduced 6.97%
IVE Ishares S&P 500 Value ETF	$0	$539,000 0.0% of portfolio	2,737	Q3 2024 Reduced 5.2%
XLK Technology Sector Spdr	$0	$531,000 0.0% of portfolio	2,354	Q3 2023 Reduced 7.76%
VEU Vanguard Ftse All World Ex Us	$0	$517,000 0.0% of portfolio	8,220	Q2 2024 Reduced 50.28%
EFA Ishares Tr Msci Eafe ETF	$0	$502,000 0.0% of portfolio	6,013	Q3 2024 Reduced 3.22%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$488,000 0.0% of portfolio	1,155	Q3 2022 Reduced 12.17%
IJH Ishares Core S&P Mid Cap ETF	$0	$485,000 0.0% of portfolio	7,795	Q3 2024 Added 26.34%
DBJP Xtrackers Msci Japan Hedged Eq	$0	$364,000 0.0% of portfolio	5,105	Q4 2020 New
VONG Vanguard Russell 1000 Growth E	$0	$301,000 0.0% of portfolio	3,123	Q2 2024 Reduced 6.3%
IWS Ishares Russell Midcap Value E	$0	$298,000 0.0% of portfolio	2,259	Q2 2024 Reduced 4.28%
VONV Vanguard Russell 1000 Value Et	$0	$295,000 0.0% of portfolio	3,545	Q2 2024 Reduced 6.86%
VB Vanguard Small Cap ETF	$0	$285,000 0.0% of portfolio	1,205	Q1 2024 Reduced 0.99%
IJJ Ishares S&P Midcap 400 Value E	$0	$284,000 0.0% of portfolio	2,305	Q3 2024 Reduced 8.35%
VO Vanguard Mid Cap ETF	$0	$261,000 0.0% of portfolio	990	Q2 2024 Reduced 47.89%
IEFA Ishares Tr	$0	$258,000 0.0% of portfolio	3,309	Q2 2024 Added 81.51%
IWV Ishares Russell 3000 ETF	$0	$236,000 0.0% of portfolio	725	Q3 2023 Reduced 7.29%
DSI Ishares Msci Kld 400 Social Et	$0	$210,000 0.0% of portfolio	1,939	Q2 2024 Added 509.75%
IMCB Ishares Morningstar Mid Cap Et	$0	$194,000 0.0% of portfolio	2,556	Q2 2023 New
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$188,000 0.0% of portfolio	7,500	Q1 2023 New
ESGU Ishares Trust Ishares Esg Awar	$0	$181,000 0.0% of portfolio	1,437	Q3 2024 Reduced 4.77%
SPMD Spdr Portfolio	$0	$174,000 0.0% of portfolio	3,184	Q4 2023 Added 1.43%
IJT Ishares S&P Small Cap 600 Grow	$0	$167,000 0.0% of portfolio	1,200	Q3 2021 Reduced 20.0%
VGIT Vanguard Intermediate Term Tre	$0	$161,000 0.0% of portfolio	2,676	Q2 2024 New
VCR Vanguard Consumer Discretionar	$0	$157,000 0.0% of portfolio	462	Q1 2022 Reduced 26.78%
VWO Vanguard Ftse Emerging Mkts Et	$0	$154,000 0.0% of portfolio	3,236	Q3 2024 Added 34.22%
DBEU Xtrackers Msci Europe Hedged E	$0	$152,000 0.0% of portfolio	3,600	Q2 2021 New
IBDP Ishares Ibonds Dec 2024 Term C	$0	$151,000 0.0% of portfolio	6,000	Q4 2023 Added 50.0%
DGRW Wisdomtree Tr Us Quality Divid	$0	$151,000 0.0% of portfolio	1,820	Q1 2024 Reduced 27.2%
XLE Energy Sector Spdr	$0	$131,000 0.0% of portfolio	1,500	Q4 2023 Reduced 43.9%
IWP Ishares Russell Mid Cap Growth	$0	$131,000 0.0% of portfolio	1,122	Q2 2024 Reduced 5.32%
SHM Spdr Nuveen Bloomberg Short Te	$0	$120,000 0.0% of portfolio	2,500	Q4 2023 Reduced 3.33%

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