Madison Wealth Partners, Inc ETFs

Madison Wealth Partners, Inc

$326 Million
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VB Vanguard Small Cap ETF	$0	$461,000 0.14% of portfolio	1,944	Q3 2024 Added 40.56%
HDV Ishares Core High Dividend ETF	$0	$446,000 0.14% of portfolio	3,793	Q3 2024 Reduced 3.66%
GUNR Flexshares Tr Morningstar Glob	$0	$435,000 0.13% of portfolio	10,563	Q3 2024 New
IWF Ishares Russell 1000 Gr ETF	$0	$433,000 0.13% of portfolio	1,156	Q3 2024 Reduced 0.43%
HMOP Hartford Fds Exchange Traded T	$0	$395,000 0.12% of portfolio	10,043	Q3 2024 Reduced 22.09%
VTV Vanguard Value ETF	$0	$391,000 0.12% of portfolio	2,245	Q3 2024 Reduced 0.27%
COMT Ishares U.S. ETF Trust Gsci CO	$0	$385,000 0.12% of portfolio	14,875	Q4 2023 Reduced 0.35%
ISCG Ishares Morningstar Small Cap	$0	$382,000 0.12% of portfolio	7,817	Q2 2024 Added 0.64%
SMMU Pimco ETF Tr Sht Term Mun Bd A	$0	$378,000 0.12% of portfolio	7,494	Q3 2024 Reduced 2.88%
VNQ Vanguard Specialized Funds Van	$0	$374,000 0.11% of portfolio	3,848	Q3 2024 New
FDN First Tr Fd Dow Jones	$0	$363,000 0.11% of portfolio	1,718	Q3 2024 Added 3.0%
KRE Spdr S&P Regional Banking ETF	$0	$360,000 0.11% of portfolio	6,375	Q3 2024 Reduced 2.67%
ISCV Ishares Morningstar Small Cap	$0	$354,000 0.11% of portfolio	5,587	Q2 2024 Added 0.7%
IWP Ishares Russell Mid Cap Growth	$0	$339,000 0.1% of portfolio	2,891	Q2 2024 Added 0.8%
IWD Ishares Russell 1000 Val ETF	$0	$334,000 0.1% of portfolio	1,762	Q1 2024 Reduced 0.17%
VO Vanguard Mid Cap ETF	$0	$333,000 0.1% of portfolio	1,264	Q3 2024 Added 20.5%
IWB Ishares Tr Russell 1000 ETF	$0	$327,000 0.1% of portfolio	1,041	Q1 2024 Added 12.66%
ACWX Ishares Msci Acwi Ex Us ETF	$0	$304,000 0.09% of portfolio	5,320	Q2 2023 New
VYMI Vanguard Whitehall Fds Intl Hi	$0	$301,000 0.09% of portfolio	4,109	Q3 2024 New
EFG Msci Eafe Growth ETF	$0	$296,000 0.09% of portfolio	2,750	Q2 2024 Reduced 1.01%
HYG Ishares Tr	$0	$295,000 0.09% of portfolio	3,677	Q3 2024 Reduced 2.44%
IAU Ishares Gold Trust	$44.3B	$277,000 0.08% of portfolio	5,593	Q3 2024 New
USTB Victory Portfolios Ii Victorys	$0	$266,000 0.08% of portfolio	5,254	Q3 2024 New
PAPR Innovator U.S. Equity Power Bu	$0	$261,000 0.08% of portfolio	7,263	Q2 2024 New
FTEC Fidelity Covington Tr Msci Inf	$0	$253,000 0.08% of portfolio	1,455	Q3 2024 Reduced 0.07%
JEPI J P Morgan Exchange Traded Fd	$0	$248,000 0.08% of portfolio	4,173	Q3 2024 New
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$247,000 0.08% of portfolio	4,175	Q1 2024 New
IWS Ishares Russell Midcap Value E	$0	$240,000 0.07% of portfolio	1,821	Q2 2024 Added 1.17%
PJAN Innovator U.S. Equity Power Bu	$0	$236,000 0.07% of portfolio	5,715	Q3 2024 Reduced 3.38%
EFV Msci Eafe Value ETF	$0	$230,000 0.07% of portfolio	4,013	Q3 2024 New
SCHX Schwab Strategic Tr Us Large C	$0	$224,000 0.07% of portfolio	3,305	Q3 2024 New
PFEB Innovator U.S. Equity Power Bu	$0	$222,000 0.07% of portfolio	6,185	Q1 2024 New
JMUB Jp Morgan Tr Mun ETF (De)	$0	$220,000 0.07% of portfolio	4,310	Q3 2024 Added 2.62%
IUSB Ishares Core Total Usd Bond Ma	$0	$215,000 0.07% of portfolio	4,579	Q2 2024 Reduced 2.43%
EFA Ishares Tr Msci Eafe ETF	$0	$203,000 0.06% of portfolio	2,430	Q3 2024 Reduced 18.62%

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