Nelson, Van Denburg & Campbell Wealth Management Group, LLC ETFs

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.75 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VCSH Vanguard Sht Term Corp Bd ETF	$0	$2.58 Million 0.09% of portfolio	32,494	Q2 2025 Reduced 1.34%
IEMG Ishares Inc	$0	$2.56 Million 0.09% of portfolio	47,801	Q2 2025 Added 0.85%
DFEM Dimensional ETF Tr Emerging Mk	$0	$2.55 Million 0.09% of portfolio	85,955	Q2 2025 Added 0.99%
BSCQ Invesco Et Self Idxd Fd Tr Bul	$0	$2.53 Million 0.09% of portfolio	129,399	Q2 2025 Added 11.38%
BSMV Invesco ETF Self Indexed Fd Tr	$0	$2.43 Million 0.09% of portfolio	117,644	Q2 2025 Reduced 19.64%
LQD Ishares Iboxx $ Investment Gra	$0	$2.41 Million 0.09% of portfolio	22,025	Q2 2025 Reduced 3.26%
VONG Vanguard Russell 1000 Growth E	$0	$2.41 Million 0.09% of portfolio	22,091	Q2 2025 Added 0.23%
XLI Industrial Sector Spdr	$0	$2.35 Million 0.09% of portfolio	15,905	Q2 2025 Added 10.26%
XLF Financial Sector Spdr	$0	$2.23 Million 0.08% of portfolio	42,665	Q2 2025 Reduced 11.3%
COMT Ishares U.S. ETF Trust Gsci CO	$0	$2.21 Million 0.08% of portfolio	85,659	Q2 2025 Reduced 2.41%
IJS Ishares S&P Smallcap 600 Value	$0	$2.17 Million 0.08% of portfolio	21,765	Q2 2025 Added 0.6%
USMV Ishares Msci Usa Min Vol Facto	$0	$2.13 Million 0.08% of portfolio	22,685	Q2 2025 Added 13.28%
DFIS Dimensional ETF Tr Dimensional	$0	$2.08 Million 0.08% of portfolio	69,697	Q2 2025 Added 1.29%
IJJ Ishares S&P Midcap 400 Value E	$0	$2.06 Million 0.07% of portfolio	16,662	Q2 2025 Reduced 1.03%
SCHE Schwab Strategic Tr Us Emergin	$0	$2.03 Million 0.07% of portfolio	67,366	Q2 2025 Reduced 0.57%
IYF Ishares Tr	$0	$2.03 Million 0.07% of portfolio	16,776	Q2 2025 Added 3.42%
SHY Ishares Barclays 1 3 Year Trea	$0	$1.97 Million 0.07% of portfolio	23,757	Q2 2025 Reduced 2.35%
DISV Dimensional ETF Tr Dimensional	$0	$1.96 Million 0.07% of portfolio	59,447	Q2 2025 Added 1.02%
XLY Select Sector Spdr Consumer Di	$0	$1.87 Million 0.07% of portfolio	8,586	Q2 2025 Added 10.06%
RDVY First Trust Rising Dividend Ac	$0	$1.79 Million 0.07% of portfolio	28,591	Q2 2025 Added 17.48%
SNPE Dbx ETF Tr Xtrackers S&P 500 E	$0	$1.79 Million 0.07% of portfolio	32,341	Q2 2025 Reduced 0.06%
SLV I Shares Silver Trust	$18.2B	$1.78 Million 0.06% of portfolio	54,167	Q2 2025 Reduced 7.78%
FTEC Fidelity Covington Tr Msci Inf	$0	$1.73 Million 0.06% of portfolio	8,793	Q2 2025 Reduced 2.56%
MTUM Ishares Msci Usa Momentum Fact	$0	$1.72 Million 0.06% of portfolio	7,156	Q2 2025 Reduced 0.68%
AGG Ishares Core U.S. Aggregate Bo	$0	$1.68 Million 0.06% of portfolio	16,926	Q2 2025 Added 11.03%
VOOV Vanguard S&P 500 Value ETF	$0	$1.68 Million 0.06% of portfolio	8,894	Q2 2025 Reduced 0.08%
SCHI Schwab Strategic Tr 5 10 Yr C	$0	$1.68 Million 0.06% of portfolio	73,616	Q2 2025 Added 0.54%
SOXX Ishares Semiconductor ETF	$0	$1.62 Million 0.06% of portfolio	6,796	Q2 2025 Reduced 1.69%
AVDV American Centy ETF Tr Avantis	$0	$1.62 Million 0.06% of portfolio	20,424	Q2 2025 Added 444.79%
DFAT Dimensional ETF Tr U S Target	$0	$1.6 Million 0.06% of portfolio	29,701	Q2 2025 Reduced 0.1%
XLC Select Sector Spdr Tr Communic	$0	$1.56 Million 0.06% of portfolio	14,343	Q2 2025 Added 0.01%
ANGL Vaneck ETF Tr Fallen Angel Hig	$0	$1.54 Million 0.06% of portfolio	52,737	Q2 2025 Reduced 3.03%
FTHI First Trust Exchange Traded Fd	$0	$1.54 Million 0.06% of portfolio	67,364	Q2 2025 Reduced 7.24%
AOR Ishares Tr Core Growth Allocat	$0	$1.51 Million 0.05% of portfolio	24,476	Q2 2025 Added 4.82%
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$1.5 Million 0.05% of portfolio	17,305	Q2 2025 Added 0.19%
DFAE Dimensional ETF Tr	$0	$1.48 Million 0.05% of portfolio	51,113	Q2 2025 Added 104.8%
XLG Invesco Exchange Traded Fd Tr	$0	$1.43 Million 0.05% of portfolio	27,516	Q2 2025 Reduced 2.71%
XLV Select Sector Spdr Fund Health	$0	$1.38 Million 0.05% of portfolio	10,236	Q2 2025 Reduced 13.54%
IWM Ishares Russell 2000 ETF	$0	$1.37 Million 0.05% of portfolio	6,348	Q2 2025 Reduced 2.83%
PPA Invesco Exchange Traded Fd Tr	$0	$1.34 Million 0.05% of portfolio	9,486	Q2 2025 Added 0.38%
IWL Ishares Tr Russell 200 ETF	$0	$1.31 Million 0.05% of portfolio	8,575	Q2 2025 Reduced 2.85%
XLE Energy Sector Spdr	$0	$1.28 Million 0.05% of portfolio	15,134	Q2 2025 Reduced 1.34%
VIG Vanguard Dividend Appreciation	$0	$1.26 Million 0.05% of portfolio	6,941	Q2 2025 Added 5.21%
XLU Utilities Sector Spdr	$0	$1.25 Million 0.05% of portfolio	15,262	Q2 2025 Reduced 4.72%
QLD Proshares Ultra Qqq	$0	$1.21 Million 0.04% of portfolio	10,285	Q4 2024 Reduced 13.46%
PVI Invesco Vrdo Tax Free ETF	$0	$1.21 Million 0.04% of portfolio	48,838	Q2 2025 Added 41.46%
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$1.21 Million 0.04% of portfolio	50,774	Q2 2025 Reduced 4.93%
IYW Ishares Dj Us Tech ETF	$0	$1.2 Million 0.04% of portfolio	6,934	Q2 2025 Added 4.98%
SCHA Schwab Strategic Tr Us Small C	$0	$1.18 Million 0.04% of portfolio	46,681	Q2 2025 Reduced 5.1%
BSCU Invesco Exc Self Ind Tr	$0	$1.17 Million 0.04% of portfolio	69,978	Q2 2025 Added 128.16%

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