Lowe Brockenbrough & CO Inc ETFs

Lowe Brockenbrough & CO Inc

$1.5 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VDE Vanguard Energy ETF	$0	$1.38 Million 0.09% of portfolio	10,652	Q4 2024 Added 3.3%
VHT Vanguard Health Care ETF	$0	$1.38 Million 0.09% of portfolio	5,207	Q1 2025 Reduced 24.71%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$1.32 Million 0.09% of portfolio	16,745	Q1 2025 Added 3.29%
EFA Ishares Tr Msci Eafe ETF	$0	$1.29 Million 0.09% of portfolio	15,768	Q3 2024 Added 1.02%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$1.24 Million 0.08% of portfolio	23,669	Q1 2025 Reduced 8.5%
IWV Ishares Russell 3000 ETF	$0	$1.24 Million 0.08% of portfolio	3,899	Q2 2024 Added 0.08%
VB Vanguard Small Cap ETF	$0	$1.09 Million 0.07% of portfolio	4,925	Q1 2025 Added 1.88%
SCHE Schwab Strategic Tr Us Emergin	$0	$1.06 Million 0.07% of portfolio	38,558	Q1 2025 Reduced 1.14%
DFAC Dimensional ETF Tr U S Core Eq	$0	$1.05 Million 0.07% of portfolio	31,964	Q3 2024 New
VIG Vanguard Dividend Appreciation	$0	$1.02 Million 0.07% of portfolio	5,622	Q1 2025 Added 2.7%
MBB Ishares Tr	$0	$920,000 0.06% of portfolio	9,820	Q1 2025 Reduced 13.59%
IWP Ishares Russell Mid Cap Growth	$0	$895,000 0.06% of portfolio	7,618	Q1 2025 Reduced 0.81%
SPYV Spdr Portfolio S&P 500 Value E	$0	$818,000 0.05% of portfolio	16,023	Q1 2025 Reduced 1.17%
DVY Ishares Tr	$0	$790,000 0.05% of portfolio	5,884	Q1 2023 Added 125.44%
SCHD Schwab Strategic Tr Us Dividen	$0	$719,000 0.05% of portfolio	25,731	Q1 2025 Added 0.7%
IWD Ishares Russell 1000 Val ETF	$0	$717,000 0.05% of portfolio	3,813	Q1 2025 Reduced 8.71%
DFUS Dimensional ETF Tr U S Equity	$0	$701,000 0.05% of portfolio	11,595	Q3 2024 Added 117.5%
SCHF Schwab Strategic Tr Intl Eqty	$0	$639,000 0.04% of portfolio	32,330	Q1 2025 Reduced 8.22%
VNQ Vanguard Specialized Funds Van	$0	$625,000 0.04% of portfolio	6,914	Q1 2025 Reduced 0.72%
IWS Ishares Russell Midcap Value E	$0	$612,000 0.04% of portfolio	4,864	Q1 2025 Added 0.45%
STIP Ishares Barclays 0 5 Year Tips	$0	$515,000 0.03% of portfolio	4,986	Q4 2023 Reduced 9.11%
IAU Ishares Gold Trust	$53.2B	$501,000 0.03% of portfolio	8,513	Q1 2023 Reduced 25.25%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$465,000 0.03% of portfolio	872	Q4 2021 Reduced 1.13%
XLK Technology Sector Spdr	$0	$448,000 0.03% of portfolio	2,172	Q1 2025 Reduced 46.25%
IWB Ishares Tr Russell 1000 ETF	$0	$430,000 0.03% of portfolio	1,405	Q1 2025 Reduced 50.79%
XLY Select Sector Spdr Consumer Di	$0	$382,000 0.03% of portfolio	1,937	Q1 2025 Added 44.12%
IJT Ishares S&P Small Cap 600 Grow	$0	$367,000 0.02% of portfolio	2,950	Q1 2025 Reduced 2.12%
TMFC Rbb Rf Inc Motley Fool 100 Ind	$0	$328,000 0.02% of portfolio	5,900	Q3 2024 New
DGRW Wisdomtree Tr Us Quality Divid	$0	$295,000 0.02% of portfolio	3,700	Q1 2025 New
SPMB Spdr Ser Tr Spdr Portfolio Mor	$0	$264,000 0.02% of portfolio	12,000	Q1 2022 New
IJS Ishares S&P Smallcap 600 Value	$0	$263,000 0.02% of portfolio	2,702	Q4 2024 Reduced 3.57%
USFR Wisdomtree Floating Rate Treas	$0	$253,000 0.02% of portfolio	5,040	Q1 2025 Reduced 1.95%
IEZ Ishares Tr	$0	$250,000 0.02% of portfolio	12,841	Q1 2025 Reduced 49.42%

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