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
IWM Ishares Russell 2000 ETF	$0	$26,000 0.01% of portfolio	119	Q4 2024 Added 891.67%
COM Direxion Shs ETF Tr Auspice Br	$0	$26,000 0.01% of portfolio	945	Q4 2024 Reduced 89.86%
DFAE Dimensional ETF Tr	$0	$26,000 0.01% of portfolio	1,040	Q4 2024 Added 160.65%
TIP Ishares Tr Tips Bd ETF	$0	$24,000 0.01% of portfolio	234	Q3 2024 Reduced 70.23%
FSTA Fidelity Covington Tr Msci Con	$0	$24,000 0.01% of portfolio	495	Q4 2024 Reduced 90.5%
VGLT Vanguard Long Term Treasury Et	$0	$23,000 0.01% of portfolio	427	Q4 2024 Reduced 10.11%
SPUS Tidal ETF Tr Sp Fds S&P 500 Sh	$0	$23,000 0.01% of portfolio	550	Q4 2024 New
VGT Vanguard Information Technolog	$0	$22,000 0.01% of portfolio	36	Q4 2024 Reduced 88.27%
ICVT Ishares Tr Convertible Bond Et	$0	$22,000 0.01% of portfolio	262	Q4 2024 Added 64.78%
IWP Ishares Russell Mid Cap Growth	$0	$20,000 0.01% of portfolio	161	Q4 2024 Reduced 19.5%
HYG Ishares Tr	$0	$20,000 0.01% of portfolio	261	Q4 2024 Reduced 99.66%
URNM Sprott Fds Tr Uranium Miners E	$0	$19,000 0.01% of portfolio	479	Q4 2024 Reduced 98.53%
HYDB Ishares Tr Edge High Yield Def	$0	$19,000 0.01% of portfolio	425	Q4 2024 New
FNCL Fidelity Covington Tr Msci Fin	$0	$19,000 0.01% of portfolio	289	Q4 2024 Reduced 6.17%
VTV Vanguard Value ETF	$0	$18,000 0.0% of portfolio	108	Q2 2024 Reduced 19.4%
VPU Vanguard Utilities ETF	$0	$18,000 0.0% of portfolio	111	Q4 2024 Added 9.9%
IAUM I Shares Gold Trust Micro	$2B	$14,000 0.0% of portfolio	541	Q1 2024 Reduced 22.16%
SCHD Schwab Strategic Tr Us Dividen	$0	$14,000 0.0% of portfolio	526	Q4 2024 Added 198.86%
VTWO Vanguard Russell 2000 ETF	$0	$14,000 0.0% of portfolio	163	Q4 2024 Reduced 38.95%
AVUV American Centy ETF Tr Avantis	$0	$14,000 0.0% of portfolio	153	Q1 2024 Reduced 66.81%
ITB Ishares Tr	$0	$13,000 0.0% of portfolio	126	Q3 2024 Reduced 12.5%
SUSB Ishares Tr Ishares Esg Aware 1	$0	$13,000 0.0% of portfolio	546	Q4 2024 Reduced 12.64%
SIVR Abrdn Silver ETF Trust	$1.52B	$13,000 0.0% of portfolio	500	Q1 2023 Reduced 16.67%
FTEC Fidelity Covington Tr Msci Inf	$0	$12,000 0.0% of portfolio	69	Q4 2022 Reduced 86.36%
TLH Ishares Barclays 10 20 Yr Trea	$0	$12,000 0.0% of portfolio	125	Q4 2024 Reduced 3.85%
QRMI Global X Fds Nasdaq 100 Risk M	$0	$12,000 0.0% of portfolio	730	Q3 2024 Added 143.33%
DFAR Dimensional ETF Tr Dimensional	$0	$11,000 0.0% of portfolio	496	Q4 2024 Added 129.63%
IBB Ishares Biotechnology ETF	$0	$11,000 0.0% of portfolio	87	Q4 2024 New
SHV Ishares Tr	$0	$9,000 0.0% of portfolio	85	Q1 2024 Added 102.38%
FXL First Tr Exchange Traded Fd Fi	$0	$9,000 0.0% of portfolio	67	Q2 2024 New
AGG Ishares Core U.S. Aggregate Bo	$0	$9,000 0.0% of portfolio	93	Q3 2024 Reduced 63.53%
XLY Select Sector Spdr Consumer Di	$0	$8,000 0.0% of portfolio	40	Q4 2024 Reduced 6.98%
SUB Ishares Short Term National Mu	$0	$8,000 0.0% of portfolio	84	Q4 2024 Reduced 4.55%
FXF Invesco Currency Shares Swiss Franc Trust	$271M	$7,000 0.0% of portfolio	73	Q4 2024 Added 7,200.0%
AIQ Global X Funds Global X Artifi	$0	$6,000 0.0% of portfolio	170	Q3 2024 Reduced 15.0%
SCHZ Schwab Us Aggregate Bond ETF	$0	$6,000 0.0% of portfolio	287	Q4 2024 Added 112.59%
ARKW Ark Next Generation Internet E	$0	$5,000 0.0% of portfolio	50	Q4 2024 Added 35.14%
XOP Spdr Ser Tr Oil & Gas Explorat	$0	$5,000 0.0% of portfolio	42	Q4 2024 New
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$5,000 0.0% of portfolio	56	Q3 2024 Reduced 5.08%
SCHP Schwab Strategic Us Tips ETF	$0	$5,000 0.0% of portfolio	216	Q4 2024 Added 292.73%
OEF Ishares S&P 100 ETF	$0	$4,000 0.0% of portfolio	18	Q4 2024 Reduced 18.18%
FHLC Fidelity Covington Tr Msci Hea	$0	$4,000 0.0% of portfolio	74	Q4 2024 Reduced 44.78%
IJR Ishares Core S&P Sm Cap ETF	$0	$3,000 0.0% of portfolio	32	Q3 2024 Added 3.23%
VNQ Vanguard Specialized Funds Van	$0	$3,000 0.0% of portfolio	40	Q4 2024 Added 100.0%
IEFA Ishares Tr	$0	$2,000 0.0% of portfolio	37	Q1 2024 Reduced 32.73%
HEFA Ishares Currency Hedged Msci E	$0	$2,000 0.0% of portfolio	83	Q3 2024 Reduced 96.78%
ENFR Alerian Energy Infrastructure	$0	$2,000 0.0% of portfolio	80	Q4 2024 New
FDVV Fidelity High Dividend ETF	$0	$2,000 0.0% of portfolio	50	Q3 2024 Added 257.14%
BNDX Vanguard Total International B	$0	$1,000 0.0% of portfolio	28	Q4 2024 Reduced 50.88%
VDE Vanguard Energy ETF	$0	$1,000 0.0% of portfolio	14	Q1 2022 New

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