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
ITOT Ishares Core S&P Total U.S. St	$0	$114,000 0.0% of portfolio	911	Q3 2024 Reduced 14.14%
IWR Ishares Russell Mid Cap ETF	$0	$106,000 0.0% of portfolio	1,209	Q1 2024 Reduced 10.91%
IXUS Ishares Tr	$0	$89,000 0.0% of portfolio	1,233	Q3 2023 Added 250.28%
IGSB Ishares Trust Ishares 1 5 Year	$0	$86,000 0.0% of portfolio	1,636	Q3 2024 Added 28.72%
EFG Msci Eafe Growth ETF	$0	$80,000 0.0% of portfolio	749	Q2 2024 New
SPIB Spdr Portfolio Intermediate Te	$0	$69,000 0.0% of portfolio	2,059	Q3 2024 Added 57.18%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$60,000 0.0% of portfolio	896	Q3 2024 Added 34.53%
EFV Msci Eafe Value ETF	$0	$52,000 0.0% of portfolio	916	Q2 2024 New
VNLA Janus Henderson Short Duration	$0	$49,000 0.0% of portfolio	1,004	Q1 2023 Reduced 74.98%
IBDR Ishares Tr Ibonds Dec 2026 Ter	$0	$47,000 0.0% of portfolio	2,000	Q4 2023 New
ASHR Xtrackers Harvest Csi 300 Chin	$0	$43,000 0.0% of portfolio	1,527	Q3 2022 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$42,000 0.0% of portfolio	837	Q1 2024 New
SUB Ishares Short Term National Mu	$0	$39,000 0.0% of portfolio	375	Q3 2024 New
RWO Spdr Dow Jones Global Real Est	$0	$35,000 0.0% of portfolio	750	Q3 2024 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$34,000 0.0% of portfolio	725	Q3 2024 Reduced 30.62%
BSCR Invesco Et Self Idxd Fd Tr Bul	$0	$26,000 0.0% of portfolio	1,319	Q3 2024 New
BSCU Invesco Exc Self Ind Tr	$0	$26,000 0.0% of portfolio	1,544	Q3 2024 New
BSCT Invesco Index Fd Tr Bulletshar	$0	$26,000 0.0% of portfolio	1,385	Q3 2024 New
BSCS Invesco ETF Fd Tr Invesco Bull	$0	$26,000 0.0% of portfolio	1,265	Q3 2024 New
BSCO Invesco Et Self Idxd Fd Tr Bul	$0	$25,000 0.0% of portfolio	1,224	Q3 2024 New
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$25,000 0.0% of portfolio	1,250	Q3 2024 New
BSCQ Invesco Et Self Idxd Fd Tr Bul	$0	$25,000 0.0% of portfolio	1,326	Q3 2024 New
XMHQ Invesco Exchange Traded Fd Tr	$0	$21,000 0.0% of portfolio	210	Q3 2024 New
AAXJ Ishares Msci All Country Asia	$0	$21,000 0.0% of portfolio	273	Q4 2023 Added 0.74%
IBB Ishares Biotechnology ETF	$0	$21,000 0.0% of portfolio	150	Q4 2023 Reduced 59.13%
NOBL Proshares S&P 500 Dividend Ari	$0	$16,000 0.0% of portfolio	157	Q3 2024 New
DVY Ishares Tr	$0	$15,000 0.0% of portfolio	112	Q3 2024 Reduced 41.67%
QLTA Ishares Trust Aaa A Rated Corp	$0	$15,000 0.0% of portfolio	320	Q3 2024 New
PHO Invesco Exchange Traded Fd Tr	$0	$14,000 0.0% of portfolio	206	Q2 2024 Reduced 26.43%
VDE Vanguard Energy ETF	$0	$13,000 0.0% of portfolio	108	Q2 2023 New
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$12,000 0.0% of portfolio	585	Q3 2024 New
USO United States Oil Fund, LP	$5.88B	$12,000 0.0% of portfolio	180	Q1 2024 Reduced 42.86%
SPSM Spdr Portfolio S&P 600 Small C	$0	$4,000 0.0% of portfolio	105	Q4 2023 Reduced 97.14%

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