Millstone Evans Group, LLC ETFs

Millstone Evans Group, LLC

$147 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPMD Spdr Portfolio	$0	$46.1 Million 0.03% of portfolio	900	Q4 2024 New
GDX Vaneck ETF Tr Gold Miners ETF	$0	$46 Million 0.03% of portfolio	1,000	Q4 2024 New
IWP Ishares Russell Mid Cap Growth	$0	$44.8 Million 0.03% of portfolio	381	Q1 2025 Added 436.62%
DEHP Dimensional ETF Tr Emerging Mk	$0	$44.7 Million 0.03% of portfolio	1,772	Q1 2025 Added 0.06%
XLY Select Sector Spdr Consumer Di	$0	$43.8 Million 0.03% of portfolio	222	Q4 2024 New
FEX First Tr Large Cap Core Alphde	$0	$42.1 Million 0.03% of portfolio	411	Q1 2025 New
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$41.5 Million 0.03% of portfolio	412	Q1 2025 New
VV Vanguard Large Cap ETF	$0	$41.1 Million 0.03% of portfolio	160	Q4 2024 New
IHI Ishares Tr Dow Jones Us Medica	$0	$40.1 Million 0.03% of portfolio	666	Q4 2024 New
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$39.9 Million 0.03% of portfolio	534	Q1 2025 New
IJS Ishares S&P Smallcap 600 Value	$0	$37.8 Million 0.03% of portfolio	388	Q1 2025 Added 28.48%
XLU Utilities Sector Spdr	$0	$37.8 Million 0.03% of portfolio	479	Q1 2025 Added 1,040.48%
VO Vanguard Mid Cap ETF	$0	$37.6 Million 0.03% of portfolio	145	Q1 2025 Reduced 13.17%
JAAA Janus Detroit Str Tr Janus Hen	$0	$37.3 Million 0.03% of portfolio	735	Q4 2024 New
XLP Consumer Staples Sector Spdr	$0	$36.5 Million 0.02% of portfolio	447	Q1 2025 Added 557.35%
SCHD Schwab Strategic Tr Us Dividen	$0	$35.7 Million 0.02% of portfolio	1,276	Q4 2024 New
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$34.8 Million 0.02% of portfolio	452	Q4 2024 New
VBR Vanguard Small Cap Value ETF	$0	$34.5 Million 0.02% of portfolio	185	Q4 2024 New
GSLC Goldman Sachs ETF Tr Activebet	$0	$34.5 Million 0.02% of portfolio	313	Q4 2024 New
ISCG Ishares Morningstar Small Cap	$0	$33.8 Million 0.02% of portfolio	750	Q4 2024 New
SPHQ Invesco Exchange Traded Fd Tr	$0	$33 Million 0.02% of portfolio	497	Q4 2024 New
PEY Invesco Exchange Traded Fd Tr	$0	$32.6 Million 0.02% of portfolio	1,519	Q1 2025 New
SHY Ishares Barclays 1 3 Year Trea	$0	$32.6 Million 0.02% of portfolio	394	Q4 2024 New
DUSA Davis Fundamental ETF Tr	$0	$32.5 Million 0.02% of portfolio	768	Q4 2024 New
JHMM John Hancock Multifactor Mid C	$0	$32.2 Million 0.02% of portfolio	562	Q4 2024 New
ICF Ishares Tr	$0	$32 Million 0.02% of portfolio	520	Q1 2025 Added 441.67%
NULG Nuveen Esg Large Cap Growth Et	$0	$29.3 Million 0.02% of portfolio	374	Q4 2024 New
XLG Invesco Exchange Traded Fd Tr	$0	$29.3 Million 0.02% of portfolio	636	Q4 2024 New
SCHB Schwab Strategic Tr Us Broad M	$0	$29.1 Million 0.02% of portfolio	1,351	Q1 2025 Added 2.58%
JEPI J P Morgan Exchange Traded Fd	$0	$28.9 Million 0.02% of portfolio	505	Q1 2025 New
SLV I Shares Silver Trust	$15.5B	$27.4 Million 0.02% of portfolio	885	Q4 2024 New
TDIV First Trust Nasdaq Technology	$0	$26.1 Million 0.02% of portfolio	355	Q4 2024 New
CORP Pimco Investment Grade Corp Bd	$0	$24.5 Million 0.02% of portfolio	253	Q4 2024 New
SJNK Spdr Bloomberg Short Term High	$0	$24.4 Million 0.02% of portfolio	969	Q1 2025 Added 77.47%
BOND Pimco Active Bond Exchange Tra	$0	$22.7 Million 0.02% of portfolio	246	Q4 2024 New
FRDM Ea Ser Tr Freedom 100 Emerging	$0	$22.2 Million 0.02% of portfolio	632	Q1 2025 Added 5.33%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$21.1 Million 0.01% of portfolio	426	Q4 2024 New
EUDG Wisdomtree Tr	$0	$20.4 Million 0.01% of portfolio	626	Q4 2024 New
VNQ Vanguard Specialized Funds Van	$0	$20.4 Million 0.01% of portfolio	225	Q4 2024 New
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$20.3 Million 0.01% of portfolio	406	Q4 2024 New
MTUM Ishares Msci Usa Momentum Fact	$0	$19 Million 0.01% of portfolio	94	Q4 2024 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$18.8 Million 0.01% of portfolio	407	Q4 2024 New
SMMV Ishares Msci Usa Small Cap Min	$0	$17.8 Million 0.01% of portfolio	431	Q1 2025 Added 0.47%
NUMV Nuveen Esg Mid Cap Value ETF	$0	$17.8 Million 0.01% of portfolio	519	Q4 2024 New
CWB Spdr Bloomberg Convertible Sec	$0	$17.6 Million 0.01% of portfolio	230	Q4 2024 New
XLK Technology Sector Spdr	$0	$16.7 Million 0.01% of portfolio	81	Q4 2024 New
PHB Invesco Fd Tr Ii Fundamental H	$0	$16.7 Million 0.01% of portfolio	923	Q4 2024 New
VGLT Vanguard Long Term Treasury Et	$0	$15.6 Million 0.01% of portfolio	271	Q4 2024 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$15.4 Million 0.01% of portfolio	219	Q1 2025 New
VPU Vanguard Utilities ETF	$0	$15.2 Million 0.01% of portfolio	89	Q4 2024 New

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