Oliver Lagore Vanvalin Investment Group ETFs

Oliver Lagore Vanvalin Investment Group

$370 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SLV I Shares Silver Trust	$15.5B	$129,000 0.03% of portfolio	4,921	Q4 2024 Reduced 20.37%
TPLC Timothy Plan U S Large/Mid Cap	$0	$122,000 0.03% of portfolio	2,862	Q4 2024 Reduced 28.66%
IWX Ishares Tr Russell 200 Value E	$0	$112,000 0.03% of portfolio	1,425	Q4 2024 Reduced 23.55%
LCTU Blackrock ETF Tr Us Carbon Tra	$0	$105,000 0.03% of portfolio	1,648	Q4 2024 Reduced 15.14%
VMBS Vanguard Mortg Backed Sec ETF	$0	$95,000 0.03% of portfolio	2,099	Q4 2024 Reduced 19.42%
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$91,000 0.02% of portfolio	1,818	Q4 2024 Reduced 19.06%
DFCF Dimensional ETF Tr Core Fxd In	$0	$91,000 0.02% of portfolio	2,223	Q4 2024 Added 152.33%
WWJD Northern Lts Fd Tr Iv Inspire	$0	$84,000 0.02% of portfolio	2,915	Q4 2024 Reduced 27.54%
MUB Ishares National Muni Bond ETF	$0	$84,000 0.02% of portfolio	790	Q4 2024 Reduced 5.73%
DUHP Dimensional ETF Tr Dimensional	$0	$83,000 0.02% of portfolio	2,480	Q4 2024 Added 156.46%
TPHD Timothy Plan High Divid Stk Et	$0	$83,000 0.02% of portfolio	2,299	Q4 2024 Reduced 29.2%
IEI Ishares Barclays 3 7 Yr Treas	$0	$81,000 0.02% of portfolio	706	Q4 2024 Reduced 99.39%
DFAT Dimensional ETF Tr U S Target	$0	$81,000 0.02% of portfolio	1,458	Q4 2024 Added 155.79%
DFAI Dimensional ETF Tr	$0	$77,000 0.02% of portfolio	2,656	Q4 2024 Added 183.46%
XLI Industrial Sector Spdr	$0	$71,000 0.02% of portfolio	546	Q4 2024 Added 28.47%
DSI Ishares Msci Kld 400 Social Et	$0	$70,000 0.02% of portfolio	641	Q4 2024 Reduced 17.61%
IAU Ishares Gold Trust	$53.1B	$70,000 0.02% of portfolio	1,424	Q4 2024 New
SPYG Spdr Portfolio	$0	$67,000 0.02% of portfolio	772	Q4 2024 Reduced 29.95%
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$64,000 0.02% of portfolio	2,831	Q4 2024 Reduced 18.91%
TPSC Timothy Plan U S Sm Cap Core E	$0	$61,000 0.02% of portfolio	1,586	Q4 2024 Reduced 30.19%
EMB Ishares Tr	$0	$60,000 0.02% of portfolio	679	Q4 2024 Reduced 3.14%
IFRA Ishares Tr	$0	$58,000 0.02% of portfolio	1,254	Q4 2024 Added 0.08%
VGIT Vanguard Intermediate Term Tre	$0	$58,000 0.02% of portfolio	1,005	Q4 2024 Reduced 15.9%
ISMD Northern Lts Fd Tr Iv	$0	$57,000 0.02% of portfolio	1,522	Q4 2024 Reduced 29.04%
SPYV Spdr Portfolio S&P 500 Value E	$0	$55,000 0.01% of portfolio	1,076	Q1 2024 Reduced 70.63%
IBTF Ishares Tr Ibonds Dec 2025 Ter	$0	$54,000 0.01% of portfolio	2,318	Q4 2024 Reduced 32.48%
VGSH Vanguard	$0	$54,000 0.01% of portfolio	939	Q4 2024 Reduced 21.36%
QYLD Global X Fdsnasdaq 100 Covered	$0	$53,000 0.01% of portfolio	2,930	Q2 2024 Added 46.5%
XLF Financial Sector Spdr	$0	$53,000 0.01% of portfolio	1,099	Q4 2024 Added 59.28%
RING Ishares Inc Msci Global Gold M	$0	$46,000 0.01% of portfolio	1,650	Q2 2024 Reduced 76.12%
IWB Ishares Tr Russell 1000 ETF	$0	$46,000 0.01% of portfolio	143	Q1 2024 New
ESGU Ishares Trust Ishares Esg Awar	$0	$46,000 0.01% of portfolio	364	Q4 2024 Reduced 13.95%
IBTG Ishares Tr Ibonds Dec 2026 Ter	$0	$44,000 0.01% of portfolio	1,970	Q4 2024 Reduced 34.62%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$43,000 0.01% of portfolio	851	Q1 2024 Reduced 54.78%
IWR Ishares Russell Mid Cap ETF	$0	$41,000 0.01% of portfolio	468	Q1 2024 Reduced 64.63%
GOVT Ishares U.S. Treasury Bond ETF	$0	$40,000 0.01% of portfolio	1,747	Q4 2024 Reduced 7.47%
SDY Spdr Series Tr Spdr S&P Divide	$0	$39,000 0.01% of portfolio	296	Q4 2022 Reduced 31.48%
PFF Ishares Trust Ishares Pfd And	$0	$38,000 0.01% of portfolio	1,239	Q4 2024 Reduced 0.24%
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$38,000 0.01% of portfolio	685	Q2 2024 Added 13.22%
EAGG Ishares Esg Aware U.S. Aggrega	$0	$37,000 0.01% of portfolio	816	Q4 2024 Reduced 18.15%
JEPI J P Morgan Exchange Traded Fd	$0	$36,000 0.01% of portfolio	630	Q4 2024 Added 18.87%
KBWD Invesco ETF Tr Ii Kbw High Div	$0	$35,000 0.01% of portfolio	2,400	Q4 2024 Added 500.0%
IWS Ishares Russell Midcap Value E	$0	$32,000 0.01% of portfolio	252	Q4 2024 Reduced 34.88%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$31,000 0.01% of portfolio	554	Q4 2024 Added 61.05%
DFEV Dimensional ETF Tr Emerging Mk	$0	$28,000 0.01% of portfolio	1,095	Q4 2024 Added 179.34%
ZROZ Pimco ETF Tr 25+ Yr Zero Cpn U	$0	$27,000 0.01% of portfolio	399	Q2 2024 Reduced 0.25%
DFIV Dimensional ETF Tr	$0	$27,000 0.01% of portfolio	771	Q4 2024 Added 173.4%
DIHP Dimensional ETF Tr Dimensional	$0	$27,000 0.01% of portfolio	1,084	Q4 2024 Added 180.83%
XLU Utilities Sector Spdr	$0	$27,000 0.01% of portfolio	359	Q4 2024 Reduced 86.49%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$26,000 0.01% of portfolio	793	Q4 2024 Reduced 12.08%

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