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
VGLT Vanguard Long Term Treasury Et	$0	$8,000 0.0% of portfolio	156	Q4 2023 New
SHM Spdr Nuveen Bloomberg Short Te	$0	$8,000 0.0% of portfolio	174	Q3 2024 Reduced 73.64%
XLF Financial Sector Spdr	$0	$7,000 0.0% of portfolio	154	Q1 2025 New
IJK Ishares S&P Midcap 400 Growth	$0	$7,000 0.0% of portfolio	93	Q3 2024 New
FTEC Fidelity Covington Tr Msci Inf	$0	$7,000 0.0% of portfolio	45	Q1 2025 New
IVW Ishares S&P 500 Growth ETF	$0	$7,000 0.0% of portfolio	82	Q3 2024 New
IJJ Ishares S&P Midcap 400 Value E	$0	$6,000 0.0% of portfolio	56	Q3 2024 New
DYNF Blackrock ETF Tr U S Equity Fa	$0	$6,000 0.0% of portfolio	127	Q3 2024 New
VCR Vanguard Consumer Discretionar	$0	$6,000 0.0% of portfolio	20	Q4 2024 Reduced 13.04%
XLP Consumer Staples Sector Spdr	$0	$6,000 0.0% of portfolio	84	Q3 2024 New
QUAL Ishares Msci Usa Quality Facto	$0	$6,000 0.0% of portfolio	36	Q3 2024 New
IUSB Ishares Core Total Usd Bond Ma	$0	$6,000 0.0% of portfolio	147	Q3 2024 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$5,000 0.0% of portfolio	120	Q1 2024 New
EFG Msci Eafe Growth ETF	$0	$5,000 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
VIOV Vanguard S&P Small Cap 600 Val	$0	$2,000 0.0% of portfolio	28	Q4 2023 New
EFV Msci Eafe Value ETF	$0	$2,000 0.0% of portfolio	36	Q3 2024 New
VLUE Ishares Msci Usa Value Factor	$0	$2,000 0.0% of portfolio	19	Q2 2024 Reduced 17.39%
GOVT Ishares U.S. Treasury Bond ETF	$0	$2,000 0.0% of portfolio	113	Q3 2024 New
IYW Ishares Dj Us Tech ETF	$0	$2,000 0.0% of portfolio	18	Q3 2024 New
TLT Ishares Barclays 20+ Year Trea	$0	$1,000 0.0% of portfolio	13	Q4 2024 Reduced 7.14%
EMXC Ishares Inc Msci Emerging Mkts	$0	$1,000 0.0% of portfolio	35	Q3 2024 New
HEFA Ishares Currency Hedged Msci E	$0	$1,000 0.0% of portfolio	28	Q3 2024 New
AVDE American Centy ETF Tr Avantis	$0	$0 0.0% of portfolio	1	Q1 2025 New
VEU Vanguard Ftse All World Ex Us	$0	$0 0.0% of portfolio	3	Q3 2024 New
IMCG Ishare Morningstar Mid Cap Gro	$0	$0 0.0% of portfolio	5	Q4 2023 New
ACWI Ishares Msci Acwi ETF	$0	$0 0.0% of portfolio	4	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$0 0.0% of portfolio	9	Q4 2024 Added 50.0%
IFRA Ishares Tr	$0	$0 0.0% of portfolio	16	Q3 2024 New
IWO Ishares Russell 2000 Gwt ETF	$0	$0 0.0% of portfolio	1	Q3 2024 New
GLDM World Gold Trust	$9.51B	$0 0.0% of portfolio	1	Q1 2025 New
FCG First Tr Exchange Traded Fd	$0	$0 0.0% of portfolio	1	Q1 2025 New
VOE Vanguard Mid Cap Value Index F	$0	$0 0.0% of portfolio	2	Q4 2023 New
CUT Invesco ETF Tr Ii Msci Global	$0	$0 0.0% of portfolio	1	Q1 2025 New
DBO Invesco Db Oil Fund	$368M	$0 0.0% of portfolio	1	Q1 2025 New

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