Morton Brown Family Wealth, LLC ETFs

Morton Brown Family Wealth, LLC

$294 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IGIB Ishares Trust Ishares 5 10 Yea	$0	$130,000 0.04% of portfolio	2,486	Q2 2024 New
DLS Wisdomtree Tr Intl Small Cap D	$0	$120,000 0.04% of portfolio	1,820	Q3 2024 Reduced 4.21%
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$119,000 0.04% of portfolio	5,102	Q1 2025 New
IEI Ishares Barclays 3 7 Yr Treas	$0	$117,000 0.04% of portfolio	994	Q1 2025 Reduced 45.29%
VIOG Vanguard S&P Small Cap 600 Gro	$0	$111,000 0.04% of portfolio	1,040	Q3 2023 New
SUSB Ishares Tr Ishares Esg Aware 1	$0	$102,000 0.03% of portfolio	4,103	Q1 2025 Added 1.63%
IJR Ishares Core S&P Sm Cap ETF	$0	$89,000 0.03% of portfolio	856	Q1 2025 Reduced 1.15%
VXF Vanguard Extended Market ETF	$0	$86,000 0.03% of portfolio	500	Q3 2024 Added 5.04%
SCHM Schwab Strategic U.S. Mid Cap	$0	$75,000 0.03% of portfolio	2,880	Q4 2024 Added 200.0%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$62,000 0.02% of portfolio	150	Q1 2023 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$61,000 0.02% of portfolio	120	Q1 2025 Added 207.69%
IUSG Ishares Core S&P U.S Growth Et	$0	$59,000 0.02% of portfolio	471	Q3 2024 Reduced 21.37%
DGRO Ishares Core Dividend Growth E	$0	$55,000 0.02% of portfolio	899	Q1 2023 Added 200.67%
IUSV Ishares Core S&P U.S. Value Et	$0	$53,000 0.02% of portfolio	578	Q4 2024 Reduced 26.84%
VUG Vanguard Growth ETF	$0	$53,000 0.02% of portfolio	143	Q3 2023 Added 17.21%
XLV Select Sector Spdr Fund Health	$0	$49,000 0.02% of portfolio	337	Q1 2025 Added 36.99%
VIG Vanguard Dividend Appreciation	$0	$47,000 0.02% of portfolio	262	Q1 2025 Added 0.38%
VTV Vanguard Value ETF	$0	$45,000 0.02% of portfolio	265	Q4 2023 Added 2.71%
IEF Ishares Barclays	$0	$41,000 0.01% of portfolio	440	Q1 2025 New
IMCB Ishares Morningstar Mid Cap Et	$0	$35,000 0.01% of portfolio	481	Q1 2025 Added 0.42%
VDE Vanguard Energy ETF	$0	$32,000 0.01% of portfolio	254	Q1 2025 New
USFR Wisdomtree Floating Rate Treas	$0	$32,000 0.01% of portfolio	645	Q1 2025 New
SCHD Schwab Strategic Tr Us Dividen	$0	$32,000 0.01% of portfolio	1,158	Q1 2025 Added 0.52%
VPU Vanguard Utilities ETF	$0	$32,000 0.01% of portfolio	189	Q1 2025 New
JEPI J P Morgan Exchange Traded Fd	$0	$23,000 0.01% of portfolio	408	Q1 2025 Added 0.25%
IWD Ishares Russell 1000 Val ETF	$0	$23,000 0.01% of portfolio	127	Q3 2024 Added 17.59%
AOA Ishares Tr Core Aggressive All	$0	$21,000 0.01% of portfolio	281	Q4 2024 Added 17.57%
VGT Vanguard Information Technolog	$0	$21,000 0.01% of portfolio	40	Q3 2023 New
MBB Ishares Tr	$0	$20,000 0.01% of portfolio	218	Q1 2025 Added 1,576.92%
AGG Ishares Core U.S. Aggregate Bo	$0	$20,000 0.01% of portfolio	209	Q1 2025 New
DFSV Dimensional ETF Tr Dimensional	$0	$17,000 0.01% of portfolio	615	Q1 2025 Reduced 86.49%
VO Vanguard Mid Cap ETF	$0	$16,000 0.01% of portfolio	63	Q3 2024 Reduced 13.7%
CTA Simplify Exch Traded Fds Simpl	$0	$16,000 0.01% of portfolio	548	Q1 2025 New
SPTL Spdr Portfolio Long Term Treas	$0	$15,000 0.01% of portfolio	582	Q1 2025 New
SOXX Ishares Semiconductor ETF	$0	$14,000 0.0% of portfolio	75	Q1 2025 New
WTV Wisdomtree Tr Wisdomtree U.S.	$0	$13,000 0.0% of portfolio	164	Q1 2024 New
XLK Technology Sector Spdr	$0	$13,000 0.0% of portfolio	66	Q3 2024 New
GCC Wisdom Tree Continuous Commodity Index Fund	$94.4M	$12,000 0.0% of portfolio	620	Q1 2025 New
FPE First Tr Pfd Secs & Income ETF	$0	$12,000 0.0% of portfolio	700	Q3 2024 Reduced 50.0%
STIP Ishares Barclays 0 5 Year Tips	$0	$12,000 0.0% of portfolio	119	Q1 2025 Reduced 87.55%
SCHE Schwab Strategic Tr Us Emergin	$0	$11,000 0.0% of portfolio	401	Q2 2024 Reduced 48.39%
FDVV Fidelity High Dividend ETF	$0	$11,000 0.0% of portfolio	236	Q1 2025 New
IEMG Ishares Inc	$0	$11,000 0.0% of portfolio	219	Q3 2024 Added 48.98%
IWN Ishares Russell2000 Val ETF	$0	$10,000 0.0% of portfolio	70	Q2 2022 New
IBB Ishares Biotechnology ETF	$0	$10,000 0.0% of portfolio	79	Q4 2023 Added 1.28%
SPTS Spdr Portfolio Short Term Trea	$0	$10,000 0.0% of portfolio	344	Q2 2024 Reduced 23.21%
XLI Industrial Sector Spdr	$0	$10,000 0.0% of portfolio	82	Q1 2025 New
SCHV Schwab Strategic Tr Us Large C	$0	$9,000 0.0% of portfolio	354	Q4 2024 Added 200.0%
VBK Vanguard Small Cap Growth ETF	$0	$9,000 0.0% of portfolio	38	Q2 2022 New
FDIS Fidelity Covington Tr Msci Con	$0	$8,000 0.0% of portfolio	106	Q1 2025 New

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