Millstone Evans Group, LLC ETFs

Millstone Evans Group, LLC

$147 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DFAC Dimensional ETF Tr U S Core Eq	$0	$6.04 Billion 4.12% of portfolio	174,726	Q4 2024 New
IMCV Ishares Morningstar Mid Cap Va	$0	$3.1 Billion 2.12% of portfolio	41,811	Q4 2024 New
IWS Ishares Russell Midcap Value E	$0	$2.88 Billion 1.96% of portfolio	22,236	Q4 2024 New
DFIC Dimensional ETF Tr Dimensional	$0	$2.09 Billion 1.42% of portfolio	80,809	Q4 2024 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$1.63 Billion 1.11% of portfolio	2,863	Q4 2024 New
EMLP First Tr Exchange Traded Iv	$0	$1.62 Billion 1.11% of portfolio	45,554	Q4 2024 New
DFCF Dimensional ETF Tr Core Fxd In	$0	$1.48 Billion 1.01% of portfolio	35,929	Q4 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$1.26 Billion 0.86% of portfolio	2,337	Q4 2024 New
DFSD Dimensional ETF Tr Short Durat	$0	$993 Million 0.68% of portfolio	21,192	Q4 2024 New
SPY Spdr S&P 500 ETF Trust	$0	$986 Million 0.67% of portfolio	1,682	Q4 2024 New
DFEM Dimensional ETF Tr Emerging Mk	$0	$859 Million 0.59% of portfolio	32,797	Q4 2024 New
NETZ Engine No 1 ETF Tr Transform C	$0	$778 Million 0.53% of portfolio	10,727	Q4 2024 New
IWM Ishares Russell 2000 ETF	$0	$730 Million 0.5% of portfolio	3,306	Q4 2024 New
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$692 Million 0.47% of portfolio	12,243	Q4 2024 New
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$647 Million 0.44% of portfolio	14,707	Q4 2024 New
CWS Advisorshares Tr Advisorshares	$0	$506 Million 0.34% of portfolio	7,807	Q4 2024 New
RSP Invesco S&P 500 Equal Weight E	$0	$478 Million 0.33% of portfolio	2,727	Q4 2024 New
RDVY First Trust Rising Dividend Ac	$0	$462 Million 0.31% of portfolio	7,804	Q4 2024 New
XLV Select Sector Spdr Fund Health	$0	$414 Million 0.28% of portfolio	3,009	Q4 2024 New
FTGC First Trust Global Tactical CO	$0	$330 Million 0.23% of portfolio	13,805	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$329 Million 0.22% of portfolio	5,284	Q4 2024 New
RYJ Invesco Exchange Traded Fd Tr	$0	$312 Million 0.21% of portfolio	4,512	Q4 2024 New
IYF Ishares Tr	$0	$299 Million 0.2% of portfolio	2,706	Q4 2024 New
DFSV Dimensional ETF Tr Dimensional	$0	$269 Million 0.18% of portfolio	8,732	Q4 2024 New
DUHP Dimensional ETF Tr Dimensional	$0	$263 Million 0.18% of portfolio	7,788	Q4 2024 New
XLF Financial Sector Spdr	$0	$240 Million 0.16% of portfolio	4,976	Q4 2024 New
AOR Ishares Tr Core Growth Allocat	$0	$224 Million 0.15% of portfolio	3,901	Q4 2024 New
PHO Invesco Exchange Traded Fd Tr	$0	$217 Million 0.15% of portfolio	3,302	Q4 2024 New
VUG Vanguard Growth ETF	$0	$216 Million 0.15% of portfolio	526	Q4 2024 New
MUNI Pimco ETF Tr Inter Mun Bd Acti	$0	$207 Million 0.14% of portfolio	4,000	Q4 2024 New
VOOV Vanguard S&P 500 Value ETF	$0	$206 Million 0.14% of portfolio	1,119	Q4 2024 New
IYJ Ishares Tr	$0	$200 Million 0.14% of portfolio	1,500	Q4 2024 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$200 Million 0.14% of portfolio	3,390	Q4 2024 New
PIO Invesco Exchange Traded Fd Tr	$0	$196 Million 0.13% of portfolio	5,030	Q4 2024 New
NUSC Nuveen Esg Small Cap ETF	$0	$190 Million 0.13% of portfolio	4,536	Q4 2024 New
IXC Ishares Tr Global Energy ETF	$0	$173 Million 0.12% of portfolio	4,535	Q4 2024 New
IWR Ishares Russell Mid Cap ETF	$0	$171 Million 0.12% of portfolio	1,932	Q4 2024 New
PMAR Innovator U.S. Equity Power Bu	$0	$170 Million 0.12% of portfolio	4,230	Q4 2024 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$166 Million 0.11% of portfolio	1,582	Q4 2024 New
ERTH Invesco ETF Tr Invesco Msci Su	$0	$163 Million 0.11% of portfolio	4,040	Q4 2024 New
IVV Ishares Core S&P 500 ETF	$0	$162 Million 0.11% of portfolio	275	Q4 2024 New
VOX Vanguard Communication Service	$0	$160 Million 0.11% of portfolio	1,032	Q4 2024 New
VYM Vanguard Whitehall Fds (Vangua	$0	$157 Million 0.11% of portfolio	1,232	Q4 2024 New
VIG Vanguard Dividend Appreciation	$0	$156 Million 0.11% of portfolio	798	Q4 2024 New
VOTE Engine No 1 ETF Tr	$0	$141 Million 0.1% of portfolio	2,055	Q4 2024 New
DIVO Amplify ETF Tr Amplify Cwp Enh	$0	$135 Million 0.09% of portfolio	3,340	Q4 2024 New
JMST Jp Morgan Ultra Short Mun Inco	$0	$132 Million 0.09% of portfolio	2,600	Q4 2024 New
DFNL Davis Fundamental ETF Tr	$0	$126 Million 0.09% of portfolio	3,300	Q4 2024 New
VB Vanguard Small Cap ETF	$0	$124 Million 0.08% of portfolio	517	Q4 2024 New
PPI Investment Mngers Ser Tr Ii Ax	$0	$116 Million 0.08% of portfolio	8,021	Q4 2024 New

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