Moneta Group Investment Advisors LLC ETFs

Moneta Group Investment Advisors LLC

$9.24 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLU Utilities Sector Spdr	$0	$545,000 0.01% of portfolio	6,754	Q3 2024 Added 17.89%
IAT Ishares Tr	$0	$539,000 0.01% of portfolio	11,347	Q3 2024 Added 1.83%
EWJ Ishares Msci Japan ETF	$0	$521,000 0.01% of portfolio	7,285	Q3 2024 Reduced 51.75%
IDV Ishares Tr	$0	$506,000 0.01% of portfolio	16,764	Q3 2024 Reduced 13.57%
DLN Wisdomtree Tr U.S Largecap Div	$0	$495,000 0.01% of portfolio	6,306	Q3 2024 Reduced 15.36%
IVLU Ishares Tr Edge Msci Intl Valu	$0	$482,000 0.01% of portfolio	16,356	Q3 2024 Reduced 8.94%
MUB Ishares National Muni Bond ETF	$0	$479,000 0.01% of portfolio	4,413	Q3 2024 Reduced 54.96%
GSLC Goldman Sachs ETF Tr Activebet	$0	$477,000 0.01% of portfolio	4,231	Q3 2024 Reduced 7.48%
SCHP Schwab Strategic Us Tips ETF	$0	$473,000 0.01% of portfolio	8,822	Q3 2024 Added 32.64%
PTF Invesco Exchange Traded Fd Tr	$0	$471,000 0.01% of portfolio	7,438	Q3 2024 Reduced 6.26%
MOAT Vaneck Morningstar Wide Moat E	$0	$464,000 0.01% of portfolio	5,413	Q3 2024 New
PZA Invesco ETF Tr Ii Natl Amt Fre	$0	$463,000 0.01% of portfolio	19,186	Q3 2024 New
TIP Ishares Tr Tips Bd ETF	$0	$453,000 0.0% of portfolio	4,102	Q3 2024 Added 17.27%
XLE Energy Sector Spdr	$0	$447,000 0.0% of portfolio	5,100	Q3 2024 Added 13.11%
AVDV American Centy ETF Tr Avantis	$0	$446,000 0.0% of portfolio	6,316	Q2 2024 Added 5.72%
IAU Ishares Gold Trust	$43.3B	$435,000 0.0% of portfolio	8,757	Q3 2024 Added 26.05%
VGK Vanguard Ftse Europe ETF Ftse	$0	$421,000 0.0% of portfolio	5,931	Q3 2024 Reduced 15.04%
AVUV American Centy ETF Tr Avantis	$0	$410,000 0.0% of portfolio	4,279	Q3 2024 Reduced 3.08%
SUB Ishares Short Term National Mu	$0	$404,000 0.0% of portfolio	3,811	Q3 2024 New
DWX Spdr Index Shs Fds S&P Intl Di	$0	$402,000 0.0% of portfolio	10,479	Q3 2024 Reduced 2.56%
QQEW First Tr Nasdaq 100 Equal Weig	$0	$401,000 0.0% of portfolio	3,199	Q2 2024 Reduced 23.47%
TLT Ishares Barclays 20+ Year Trea	$0	$398,000 0.0% of portfolio	4,058	Q3 2024 New
XLP Consumer Staples Sector Spdr	$0	$392,000 0.0% of portfolio	5,160	Q3 2024 Reduced 26.4%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$391,000 0.0% of portfolio	5,454	Q3 2024 Reduced 2.54%
HYMB Spdr Nuveen Bloomberg High Yie	$0	$369,000 0.0% of portfolio	14,068	Q3 2024 Added 12.16%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$368,000 0.0% of portfolio	9,820	Q3 2024 Reduced 6.45%
XLI Industrial Sector Spdr	$0	$367,000 0.0% of portfolio	2,710	Q3 2024 Added 5.08%
FBT First Trust Nyse Arca Biotechn	$0	$362,000 0.0% of portfolio	2,109	Q4 2023 New
DBEF Xtrackers Msci Eafe Hedged Equ	$0	$353,000 0.0% of portfolio	8,423	Q3 2024 New
IVOO Vanguard S&P Mid Cap 400 ETF	$0	$351,000 0.0% of portfolio	3,323	Q3 2024 Reduced 31.96%
INDA Ishares Msci India Index Fund	$0	$351,000 0.0% of portfolio	6,011	Q3 2024 Added 18.0%
IEUR Ishares Tr Ishares Core Msci E	$0	$324,000 0.0% of portfolio	5,326	Q2 2024 Added 0.74%
VCR Vanguard Consumer Discretionar	$0	$322,000 0.0% of portfolio	947	Q2 2024 Reduced 9.64%
PAVE Global X Fds Us Infrastructure	$0	$322,000 0.0% of portfolio	7,847	Q3 2024 Added 7.17%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$320,000 0.0% of portfolio	2,544	Q3 2024 Added 21.26%
XLB Select Sector Spdr Fd Material	$0	$310,000 0.0% of portfolio	3,226	Q3 2024 Added 12.52%
IYY Ishares Tr	$0	$307,000 0.0% of portfolio	2,200	Q1 2024 Reduced 0.9%
VTWO Vanguard Russell 2000 ETF	$0	$304,000 0.0% of portfolio	3,402	Q3 2024 Reduced 9.09%
PFF Ishares Trust Ishares Pfd And	$0	$301,000 0.0% of portfolio	9,071	Q3 2024 Added 17.58%
CATH Global X Fds Global X S&P 500	$0	$296,000 0.0% of portfolio	4,277	Q4 2023 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$285,000 0.0% of portfolio	2,809	Q3 2024 Added 1.33%
MBB Ishares Tr	$0	$284,000 0.0% of portfolio	2,967	Q3 2024 New
MTUM Ishares Msci Usa Momentum Fact	$0	$279,000 0.0% of portfolio	1,378	Q3 2024 Reduced 7.52%
ARKG Ark Genomic Revolution ETF (De	$0	$279,000 0.0% of portfolio	10,927	Q3 2024 Reduced 5.62%
ITM Vaneck Intermediate Muni ETF	$0	$274,000 0.0% of portfolio	5,857	Q3 2024 New
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$273,000 0.0% of portfolio	3,120	Q3 2024 New
USFR Wisdomtree Floating Rate Treas	$0	$261,000 0.0% of portfolio	5,207	Q3 2024 New
AVSU American Centy ETF Tr Avantis	$0	$257,000 0.0% of portfolio	3,939	Q3 2024 Reduced 1.15%
EZU Ishares Inc Msci Eurozone ETF	$0	$256,000 0.0% of portfolio	4,915	Q3 2024 Reduced 15.93%
DGRW Wisdomtree Tr Us Quality Divid	$0	$252,000 0.0% of portfolio	3,036	Q3 2024 New

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