Morton Brown Family Wealth, LLC ETFs

Morton Brown Family Wealth, LLC

$287 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ACWX Ishares Msci Acwi Ex Us ETF	$0	$140,000 0.05% of portfolio	2,698	Q4 2024 Reduced 2.77%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$128,000 0.04% of portfolio	2,486	Q2 2024 New
GLD Spdr Gold Trust	$91.9B	$121,000 0.04% of portfolio	503	Q4 2024 Added 76.49%
VIOG Vanguard S&P Small Cap 600 Gro	$0	$120,000 0.04% of portfolio	1,040	Q3 2023 New
DLS Wisdomtree Tr Intl Small Cap D	$0	$114,000 0.04% of portfolio	1,820	Q3 2024 Reduced 4.21%
IJR Ishares Core S&P Sm Cap ETF	$0	$99,000 0.03% of portfolio	866	Q4 2024 Reduced 1.37%
SUSB Ishares Tr Ishares Esg Aware 1	$0	$99,000 0.03% of portfolio	4,037	Q4 2024 Added 53.5%
STIP Ishares Barclays 0 5 Year Tips	$0	$96,000 0.03% of portfolio	956	Q4 2024 Reduced 13.41%
VXF Vanguard Extended Market ETF	$0	$94,000 0.03% of portfolio	500	Q3 2024 Added 5.04%
SCHM Schwab Strategic U.S. Mid Cap	$0	$79,000 0.03% of portfolio	2,880	Q4 2024 Added 200.0%
IUSG Ishares Core S&P U.S Growth Et	$0	$65,000 0.02% of portfolio	471	Q3 2024 Reduced 21.37%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$63,000 0.02% of portfolio	150	Q1 2023 New
VUG Vanguard Growth ETF	$0	$58,000 0.02% of portfolio	143	Q3 2023 Added 17.21%
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%
VIG Vanguard Dividend Appreciation	$0	$47,000 0.02% of portfolio	261	Q4 2024 Added 0.77%
VTV Vanguard Value ETF	$0	$44,000 0.02% of portfolio	265	Q4 2023 Added 2.71%
IMCB Ishares Morningstar Mid Cap Et	$0	$36,000 0.01% of portfolio	479	Q4 2024 Added 0.42%
XLV Select Sector Spdr Fund Health	$0	$33,000 0.01% of portfolio	246	Q4 2024 Added 0.41%
SCHD Schwab Strategic Tr Us Dividen	$0	$31,000 0.01% of portfolio	1,152	Q4 2024 Added 200.0%
VGT Vanguard Information Technolog	$0	$24,000 0.01% of portfolio	40	Q3 2023 New
JEPI J P Morgan Exchange Traded Fd	$0	$23,000 0.01% of portfolio	407	Q2 2024 New
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%
VOO Vanguard Index Fds S&P 500 ETF	$0	$21,000 0.01% of portfolio	39	Q4 2024 New
VO Vanguard Mid Cap ETF	$0	$16,000 0.01% of portfolio	63	Q3 2024 Reduced 13.7%
XLK Technology Sector Spdr	$0	$15,000 0.01% of portfolio	66	Q3 2024 New
WTV Wisdomtree Tr Wisdomtree U.S.	$0	$13,000 0.0% of portfolio	164	Q1 2024 New
FPE First Tr Pfd Secs & Income ETF	$0	$12,000 0.0% of portfolio	700	Q3 2024 Reduced 50.0%
IWN Ishares Russell2000 Val ETF	$0	$11,000 0.0% of portfolio	70	Q2 2022 New
IEMG Ishares Inc	$0	$11,000 0.0% of portfolio	219	Q3 2024 Added 48.98%
SCHE Schwab Strategic Tr Us Emergin	$0	$10,000 0.0% of portfolio	401	Q2 2024 Reduced 48.39%
IBB Ishares Biotechnology ETF	$0	$10,000 0.0% of portfolio	79	Q4 2023 Added 1.28%
VBK Vanguard Small Cap Growth ETF	$0	$10,000 0.0% of portfolio	38	Q2 2022 New
SPTS Spdr Portfolio Short Term Trea	$0	$9,000 0.0% of portfolio	344	Q2 2024 Reduced 23.21%
SCHV Schwab Strategic Tr Us Large C	$0	$9,000 0.0% of portfolio	354	Q4 2024 Added 200.0%
VGLT Vanguard Long Term Treasury Et	$0	$8,000 0.0% of portfolio	156	Q4 2023 New
IVW Ishares S&P 500 Growth ETF	$0	$8,000 0.0% of portfolio	82	Q3 2024 New
SHM Spdr Nuveen Bloomberg Short Te	$0	$8,000 0.0% of portfolio	174	Q3 2024 Reduced 73.64%
IJK Ishares S&P Midcap 400 Growth	$0	$8,000 0.0% of portfolio	93	Q3 2024 New
PAVE Global X Fds Us Infrastructure	$0	$7,000 0.0% of portfolio	187	Q3 2024 New
VCR Vanguard Consumer Discretionar	$0	$7,000 0.0% of portfolio	20	Q4 2024 Reduced 13.04%
DYNF Blackrock ETF Tr U S Equity Fa	$0	$6,000 0.0% of portfolio	127	Q3 2024 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$6,000 0.0% of portfolio	120	Q1 2024 New
IUSB Ishares Core Total Usd Bond Ma	$0	$6,000 0.0% of portfolio	147	Q3 2024 New
QUAL Ishares Msci Usa Quality Facto	$0	$6,000 0.0% of portfolio	36	Q3 2024 New
XLP Consumer Staples Sector Spdr	$0	$6,000 0.0% of portfolio	84	Q3 2024 New
IJJ Ishares S&P Midcap 400 Value E	$0	$6,000 0.0% of portfolio	56	Q3 2024 New
EFG Msci Eafe Growth ETF	$0	$4,000 0.0% of portfolio	51	Q3 2024 New
IVE Ishares S&P 500 Value ETF	$0	$3,000 0.0% of portfolio	18	Q3 2024 New

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