Loring Wolcott & Coolidge Fiduciary Advisors LLP ETFs

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.2 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPY Spdr S&P 500 ETF Trust	$0	$7.34 Million 0.07% of portfolio	11,020	Q3 2025 Reduced 0.41%
QQQ Invesco Qqq Trust, Series 1	$0	$3.28 Million 0.03% of portfolio	5,455	Q3 2025 Reduced 0.18%
GLD Spdr Gold Trust	$125B	$2.7 Million 0.02% of portfolio	7,592	Q3 2025 Reduced 0.26%
IWF Ishares Russell 1000 Gr ETF	$0	$2.7 Million 0.02% of portfolio	5,758	Q3 2025 Reduced 7.55%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$2.67 Million 0.02% of portfolio	4,485	Q3 2025 Reduced 10.05%
VIG Vanguard Dividend Appreciation	$0	$2.64 Million 0.02% of portfolio	14,490	Q3 2025 Reduced 0.31%
IVV Ishares Core S&P 500 ETF	$0	$2.23 Million 0.02% of portfolio	3,325	Q3 2025 Added 1.68%
VOO Vanguard Index Fds S&P 500 ETF	$0	$2.11 Million 0.02% of portfolio	3,443	Q3 2025 Reduced 9.08%
IWO Ishares Russell 2000 Gwt ETF	$0	$1.99 Million 0.02% of portfolio	6,218	Q2 2025 Reduced 1.89%
IWD Ishares Russell 1000 Val ETF	$0	$1.61 Million 0.01% of portfolio	7,920	Q1 2024 Reduced 16.8%
IWN Ishares Russell2000 Val ETF	$0	$1.41 Million 0.01% of portfolio	7,973	Q1 2025 Reduced 3.28%
IVW Ishares S&P 500 Growth ETF	$0	$1.07 Million 0.01% of portfolio	8,880	Q2 2025 Reduced 4.52%
EFV Msci Eafe Value ETF	$0	$973,000 0.01% of portfolio	14,359	Q3 2025 Reduced 6.0%
VUG Vanguard Growth ETF	$0	$962,000 0.01% of portfolio	2,006	Q1 2025 Reduced 20.11%
VEA Vanguard Ftse Developed Market	$0	$946,000 0.01% of portfolio	15,790	Q1 2025 Added 5.52%
VTV Vanguard Value ETF	$0	$877,000 0.01% of portfolio	4,705	Q3 2025 Added 36.89%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$823,000 0.01% of portfolio	6,950	Q1 2021 Added 24.89%
IWM Ishares Russell 2000 ETF	$0	$808,000 0.01% of portfolio	3,340	Q3 2025 Added 4.44%
XLV Select Sector Spdr Fund Health	$0	$793,000 0.01% of portfolio	5,700	Q3 2025 New
VEU Vanguard Ftse All World Ex Us	$0	$683,000 0.01% of portfolio	9,570	Q1 2025 Added 35.36%
XLK Technology Sector Spdr	$0	$663,000 0.01% of portfolio	2,354	Q3 2023 Reduced 7.76%
EFA Ishares Tr Msci Eafe ETF	$0	$630,000 0.01% of portfolio	6,749	Q3 2025 Added 13.09%
RSP Invesco S&P 500 Equal Weight E	$0	$611,000 0.01% of portfolio	3,226	Q2 2023 New
IJR Ishares Core S&P Sm Cap ETF	$0	$554,000 0.0% of portfolio	4,666	Q2 2025 Reduced 13.85%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$535,000 0.0% of portfolio	1,155	Q3 2022 Reduced 12.17%
IEFA Ishares Tr	$0	$505,000 0.0% of portfolio	5,788	Q3 2025 Added 144.63%
IJK Ishares S&P Midcap 400 Growth	$0	$497,000 0.0% of portfolio	5,188	Q3 2025 Reduced 3.62%
DBJP Xtrackers Msci Japan Hedged Eq	$0	$433,000 0.0% of portfolio	5,105	Q4 2020 New
FLIN Franklin Templeton ETF Tr	$0	$415,000 0.0% of portfolio	11,140	Q3 2025 Added 1.5%
IVE Ishares S&P 500 Value ETF	$0	$383,000 0.0% of portfolio	1,857	Q2 2025 Reduced 12.49%
VB Vanguard Small Cap ETF	$0	$362,000 0.0% of portfolio	1,424	Q3 2025 Added 18.17%
ARGT Global X Msci Argentina ETF	$0	$332,000 0.0% of portfolio	4,765	Q3 2025 Added 2.58%
IJH Ishares Core S&P Mid Cap ETF	$0	$322,000 0.0% of portfolio	4,935	Q3 2025 Reduced 34.81%
IWS Ishares Russell Midcap Value E	$0	$315,000 0.0% of portfolio	2,259	Q2 2024 Reduced 4.28%
VONG Vanguard Russell 1000 Growth E	$0	$290,000 0.0% of portfolio	2,407	Q3 2025 Added 5.02%
VO Vanguard Mid Cap ETF	$0	$290,000 0.0% of portfolio	990	Q2 2024 Reduced 47.89%
IWV Ishares Russell 3000 ETF	$0	$269,000 0.0% of portfolio	710	Q1 2025 Reduced 2.07%
IJJ Ishares S&P Midcap 400 Value E	$0	$230,000 0.0% of portfolio	1,775	Q1 2025 Reduced 10.13%
DSI Ishares Msci Kld 400 Social Et	$0	$224,000 0.0% of portfolio	1,780	Q4 2024 Reduced 8.2%
VONV Vanguard Russell 1000 Value Et	$0	$218,000 0.0% of portfolio	2,450	Q3 2025 Reduced 4.33%
DISV Dimensional ETF Tr Dimensional	$0	$216,000 0.0% of portfolio	6,060	Q1 2025 New
IBDT Ishares Tr Ibonds Dec 2028 Ter	$0	$204,000 0.0% of portfolio	8,000	Q4 2024 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$193,000 0.0% of portfolio	2,243	Q3 2025 Reduced 7.62%
IJT Ishares S&P Small Cap 600 Grow	$0	$189,000 0.0% of portfolio	1,340	Q3 2025 Reduced 4.29%
ARKW Ark Next Generation Internet E	$0	$189,000 0.0% of portfolio	1,086	Q3 2025 Reduced 22.54%
VCR Vanguard Consumer Discretionar	$0	$183,000 0.0% of portfolio	462	Q1 2022 Reduced 26.78%
DBEU Xtrackers Msci Europe Hedged E	$0	$165,000 0.0% of portfolio	3,600	Q2 2021 New
VGIT Vanguard Intermediate Term Tre	$0	$160,000 0.0% of portfolio	2,676	Q2 2024 New
IWP Ishares Russell Mid Cap Growth	$0	$159,000 0.0% of portfolio	1,122	Q2 2024 Reduced 5.32%
IWR Ishares Russell Mid Cap ETF	$0	$152,000 0.0% of portfolio	1,579	Q3 2025 Added 30.6%

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