Obermeyer Wood Investment Counsel, Lllp ETFs

Obermeyer Wood Investment Counsel, Lllp

$1.93 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DVY Ishares Tr	$0	$371,000 0.02% of portfolio	2,799	Q2 2025 Reduced 0.71%
IEI Ishares Barclays 3 7 Yr Treas	$0	$365,000 0.02% of portfolio	3,073	Q2 2025 New
VCIT Vanguard Intermediate Term Cor	$0	$352,000 0.02% of portfolio	4,246	Q1 2025 Reduced 0.7%
SDY Spdr Series Tr Spdr S&P Divide	$0	$346,000 0.02% of portfolio	2,550	Q1 2025 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$330,000 0.02% of portfolio	6,263	Q2 2025 Reduced 3.78%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$317,000 0.02% of portfolio	5,960	Q3 2024 Reduced 7.02%
VIG Vanguard Dividend Appreciation	$0	$314,000 0.02% of portfolio	1,725	Q2 2025 Added 65.87%
PJP Invesco Exchange Traded Fd Tr	$0	$295,000 0.02% of portfolio	3,700	Q4 2024 New
SCHC Schwab Strategic Tr Intl Small	$0	$293,000 0.02% of portfolio	6,898	Q1 2023 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$288,000 0.01% of portfolio	2,635	Q1 2025 Added 9.7%
IJH Ishares Core S&P Mid Cap ETF	$0	$281,000 0.01% of portfolio	4,537	Q2 2025 Added 0.4%
QQQM Invesco Exchange Traded Fd Tr	$0	$275,000 0.01% of portfolio	1,211	Q2 2025 New
ICLN Ishares	$0	$267,000 0.01% of portfolio	20,420	Q1 2025 Added 4.83%
VO Vanguard Mid Cap ETF	$0	$260,000 0.01% of portfolio	932	Q2 2025 New
XLG Invesco Exchange Traded Fd Tr	$0	$260,000 0.01% of portfolio	4,999	Q2 2025 New
SLV I Shares Silver Trust	$18B	$258,000 0.01% of portfolio	7,889	Q2 2025 Added 4.99%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$258,000 0.01% of portfolio	587	Q3 2024 New
IXUS Ishares Tr	$0	$256,000 0.01% of portfolio	3,313	Q2 2025 Added 0.73%
PRF Invesco Exchange Traded Fd Tr	$0	$255,000 0.01% of portfolio	6,050	Q2 2025 New
INDY Ishares India 50 ETF	$0	$250,000 0.01% of portfolio	4,601	Q2 2025 New
DLN Wisdomtree Tr U.S Largecap Div	$0	$243,000 0.01% of portfolio	2,964	Q2 2025 New
IOO Ishares Tr Global 100 ETF	$0	$242,000 0.01% of portfolio	2,251	Q2 2025 Added 0.63%
SPSB Spdr Portfolio Short Term Corp	$0	$241,000 0.01% of portfolio	7,984	Q4 2021 New
EFV Msci Eafe Value ETF	$0	$238,000 0.01% of portfolio	3,761	Q1 2025 New
SCHB Schwab Strategic Tr Us Broad M	$0	$228,000 0.01% of portfolio	9,600	Q1 2025 New
IDEV Ishares Core Msci Intl Develop	$0	$218,000 0.01% of portfolio	2,871	Q2 2025 New
XLY Select Sector Spdr Consumer Di	$0	$217,000 0.01% of portfolio	1,000	Q2 2025 New
ITB Ishares Tr	$0	$204,000 0.01% of portfolio	2,200	Q2 2025 New
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$202,000 0.01% of portfolio	3,667	Q2 2025 Reduced 8.74%
IEMG Ishares Inc	$0	$180,000 0.01% of portfolio	3,361	Q2 2025 New

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