Moneta Group Investment Advisors LLC ETFs

Moneta Group Investment Advisors LLC

$7.15 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DFAS Dimensional ETF Tr U S Small C	$0	$2.11 Million 0.03% of portfolio	35,249	Q1 2025 Added 1.4%
VFH Vanguard Financial ETF	$0	$2.09 Million 0.03% of portfolio	17,512	Q1 2025 Added 11.9%
IXUS Ishares Tr	$0	$2.03 Million 0.03% of portfolio	29,010	Q1 2025 Reduced 38.95%
XLK Technology Sector Spdr	$0	$1.95 Million 0.03% of portfolio	9,441	Q1 2025 Added 2.24%
VOOG Vanguard S&P 500 Growth ETF	$0	$1.93 Million 0.03% of portfolio	5,779	Q1 2025 Reduced 0.24%
XLF Financial Sector Spdr	$0	$1.82 Million 0.03% of portfolio	36,526	Q1 2025 Added 12.94%
SPYG Spdr Portfolio	$0	$1.8 Million 0.03% of portfolio	22,404	Q1 2025 Added 16.35%
DFIV Dimensional ETF Tr	$0	$1.73 Million 0.02% of portfolio	44,065	Q1 2025 Added 1.25%
VOTE Engine No 1 ETF Tr	$0	$1.73 Million 0.02% of portfolio	26,428	Q1 2025 Added 8.51%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$1.63 Million 0.02% of portfolio	46,588	Q1 2025 Added 1.15%
BIV Vanguard Bd Index Fd Inc Inter	$0	$1.62 Million 0.02% of portfolio	21,097	Q1 2025 Added 3.94%
VDC Vanguard Consumer Staples ETF	$0	$1.6 Million 0.02% of portfolio	7,315	Q1 2025 Reduced 3.25%
WINN Harbor ETF Tr Harbor Long Term	$0	$1.56 Million 0.02% of portfolio	61,308	Q1 2025 Added 215.83%
XLV Select Sector Spdr Fund Health	$0	$1.53 Million 0.02% of portfolio	10,509	Q1 2025 Reduced 0.13%
IWV Ishares Russell 3000 ETF	$0	$1.53 Million 0.02% of portfolio	4,813	Q1 2025 Added 1.33%
EAGG Ishares Esg Aware U.S. Aggrega	$0	$1.52 Million 0.02% of portfolio	32,088	Q1 2025 Added 30.19%
MGV Vanguard Mega Cap Value	$0	$1.49 Million 0.02% of portfolio	11,537	Q1 2025 Reduced 1.95%
GBTC Grayscale Bitcoin Trust (Btc)	$56.3B	$1.44 Million 0.02% of portfolio	22,140	Q1 2025 Added 0.55%
DGRO Ishares Core Dividend Growth E	$0	$1.44 Million 0.02% of portfolio	23,241	Q1 2025 Reduced 10.33%
EMXC Ishares Inc Msci Emerging Mkts	$0	$1.32 Million 0.02% of portfolio	24,047	Q1 2025 Reduced 14.93%
VONV Vanguard Russell 1000 Value Et	$0	$1.31 Million 0.02% of portfolio	15,862	Q1 2025 Added 0.19%
PAVE Global X Fds Us Infrastructure	$0	$1.27 Million 0.02% of portfolio	33,577	Q1 2025 Added 284.4%
XLY Select Sector Spdr Consumer Di	$0	$1.22 Million 0.02% of portfolio	6,184	Q1 2025 Added 7.72%
IUSG Ishares Core S&P U.S Growth Et	$0	$1.21 Million 0.02% of portfolio	9,548	Q1 2025 Added 4.64%
VDE Vanguard Energy ETF	$0	$1.19 Million 0.02% of portfolio	9,174	Q1 2025 Reduced 0.17%
ESML Ishares Esg Aware Msci Usa Sma	$0	$1.18 Million 0.02% of portfolio	30,817	Q1 2025 Reduced 16.67%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$1.14 Million 0.02% of portfolio	23,007	Q1 2025 Added 20.81%
IVOV Vanguard S&P Mid Cap 400 Value	$0	$1.11 Million 0.02% of portfolio	12,087	Q4 2024 Reduced 0.66%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$1.11 Million 0.02% of portfolio	30,476	Q1 2025 Added 54.97%
VNQI Vanguard Global Ex U.S. Real	$0	$1.11 Million 0.02% of portfolio	27,346	Q1 2025 Added 95.83%
SUSA Ishares Tr Msci Usa Esg Select	$0	$1.06 Million 0.01% of portfolio	9,249	Q1 2025 Added 7.96%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$1.06 Million 0.01% of portfolio	20,452	Q1 2025 Added 3.28%
USMV Ishares Msci Usa Min Vol Facto	$0	$1.03 Million 0.01% of portfolio	11,048	Q1 2025 Added 0.78%
IYW Ishares Dj Us Tech ETF	$0	$1.01 Million 0.01% of portfolio	7,200	Q1 2025 Added 44.32%
SPYV Spdr Portfolio S&P 500 Value E	$0	$933,000 0.01% of portfolio	18,281	Q1 2025 Added 137.85%
ONEQ Fidelity Nasdaq Composite Inde	$0	$923,000 0.01% of portfolio	13,566	Q1 2025 Added 9.97%
AOR Ishares Tr Core Growth Allocat	$0	$913,000 0.01% of portfolio	15,870	Q1 2025 Added 10.44%
XLRE Select Sector Spdr Tr Real Est	$0	$868,000 0.01% of portfolio	20,750	Q1 2025 Reduced 8.34%
IYH Ishares Tr	$0	$844,000 0.01% of portfolio	13,867	Q1 2025 Added 0.01%
NOBL Proshares S&P 500 Dividend Ari	$0	$821,000 0.01% of portfolio	8,038	Q1 2025 Added 0.1%
SMH Vaneck ETF Tr Semiconductor Et	$0	$805,000 0.01% of portfolio	3,811	Q1 2025 Added 12.29%
ACWV Ishares Msci Global Min Vol Fa	$0	$772,000 0.01% of portfolio	6,641	Q1 2025 Added 1.76%
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$739,000 0.01% of portfolio	13,502	Q1 2025 Added 12.46%
IDEV Ishares Core Msci Intl Develop	$0	$719,000 0.01% of portfolio	10,440	Q1 2025 Reduced 3.71%
VIS Vanguard Industrial ETF	$0	$714,000 0.01% of portfolio	2,887	Q1 2025 Reduced 6.45%
XLE Energy Sector Spdr	$0	$710,000 0.01% of portfolio	7,607	Q1 2025 Added 27.72%
GSLC Goldman Sachs ETF Tr Activebet	$0	$709,000 0.01% of portfolio	6,449	Q1 2025 Added 83.78%
IAU Ishares Gold Trust	$53.8B	$657,000 0.01% of portfolio	11,149	Q1 2025 Added 13.55%
VTWG Vanguard Russell 2000 Growth E	$0	$641,000 0.01% of portfolio	3,442	Q1 2025 Added 0.03%
VHT Vanguard Health Care ETF	$0	$634,000 0.01% of portfolio	2,396	Q1 2025 Reduced 8.58%

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