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
EFAV Ishares Msci Eafe Min Vol Fact	$0	$275,000 0.0% of portfolio	3,535	Q1 2025 New
ESPO Vaneck ETF Tr Video Gaming & E	$0	$265,000 0.0% of portfolio	3,080	Q2 2024 New
SHM Spdr Nuveen Bloomberg Short Te	$0	$263,000 0.0% of portfolio	5,540	Q4 2024 Reduced 51.77%
VCIT Vanguard Intermediate Term Cor	$0	$260,000 0.0% of portfolio	3,187	Q1 2025 Reduced 70.26%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$259,000 0.0% of portfolio	2,651	Q1 2025 Added 0.26%
GOVT Ishares U.S. Treasury Bond ETF	$0	$256,000 0.0% of portfolio	11,144	Q1 2025 New
EZU Ishares Inc Msci Eurozone ETF	$0	$255,000 0.0% of portfolio	4,806	Q1 2025 Added 2.1%
XMHQ Invesco Exchange Traded Fd Tr	$0	$253,000 0.0% of portfolio	2,771	Q1 2025 Added 14.93%
FDN First Tr Fd Dow Jones	$0	$252,000 0.0% of portfolio	1,135	Q1 2025 Added 1.89%
PFF Ishares Trust Ishares Pfd And	$0	$250,000 0.0% of portfolio	8,151	Q1 2025 Reduced 11.68%
XLG Invesco Exchange Traded Fd Tr	$0	$250,000 0.0% of portfolio	5,438	Q1 2025 New
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$246,000 0.0% of portfolio	3,107	Q4 2024 Reduced 0.42%
IYK Ishares U.S. Consumer Staples	$0	$231,000 0.0% of portfolio	3,240	Q3 2024 New
AOA Ishares Tr Core Aggressive All	$0	$231,000 0.0% of portfolio	3,023	Q1 2025 New
USFR Wisdomtree Floating Rate Treas	$0	$230,000 0.0% of portfolio	4,588	Q1 2025 Added 0.37%
SHY Ishares Barclays 1 3 Year Trea	$0	$226,000 0.0% of portfolio	2,737	Q1 2025 Reduced 46.38%
PRFZ Invesco Ftse Rafi Us 1500 Smal	$0	$221,000 0.0% of portfolio	5,847	Q1 2025 New
DGRW Wisdomtree Tr Us Quality Divid	$0	$220,000 0.0% of portfolio	2,767	Q1 2025 Reduced 13.31%
IXN Ishares Global Information Tec	$0	$220,000 0.0% of portfolio	2,913	Q4 2024 Added 4.48%
SPSM Spdr Portfolio S&P 600 Small C	$0	$216,000 0.0% of portfolio	5,317	Q1 2025 New
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$212,000 0.0% of portfolio	8,457	Q1 2025 New
SMDV Proshares Tr Russell 2000 Divi	$0	$211,000 0.0% of portfolio	3,227	Q4 2024 New
IWL Ishares Tr Russell 200 ETF	$0	$211,000 0.0% of portfolio	1,542	Q1 2025 New
KRE Spdr S&P Regional Banking ETF	$0	$211,000 0.0% of portfolio	3,714	Q1 2025 New
AVSU American Centy ETF Tr Avantis	$0	$207,000 0.0% of portfolio	3,328	Q4 2024 Reduced 15.51%
FBT First Trust Nyse Arca Biotechn	$0	$205,000 0.0% of portfolio	1,209	Q4 2024 Reduced 42.67%
BNDX Vanguard Total International B	$0	$201,000 0.0% of portfolio	4,123	Q1 2025 New

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