Oliver Lagore Vanvalin Investment Group ETFs

Oliver Lagore Vanvalin Investment Group

$359 Million
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
TIP Ishares Tr Tips Bd ETF	$0	$25,000 0.01% of portfolio	234	Q3 2024 Reduced 70.23%
IWP Ishares Russell Mid Cap Growth	$0	$23,000 0.01% of portfolio	200	Q3 2024 Reduced 50.5%
VTWO Vanguard Russell 2000 ETF	$0	$23,000 0.01% of portfolio	267	Q3 2024 Reduced 38.05%
FNCL Fidelity Covington Tr Msci Fin	$0	$19,000 0.01% of portfolio	308	Q3 2024 Added 6.57%
VTV Vanguard Value ETF	$0	$18,000 0.01% of portfolio	108	Q2 2024 Reduced 19.4%
BNDW Vanguard Scottsdale Fds Vangua	$0	$18,000 0.01% of portfolio	260	Q1 2024 Added 85.71%
VPU Vanguard Utilities ETF	$0	$17,000 0.0% of portfolio	101	Q1 2022 New
ITB Ishares Tr	$0	$16,000 0.0% of portfolio	126	Q3 2024 Reduced 12.5%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$16,000 0.0% of portfolio	344	Q3 2024 Reduced 41.2%
SUSB Ishares Tr Ishares Esg Aware 1	$0	$15,000 0.0% of portfolio	625	Q3 2024 New
SIVR Abrdn Silver ETF Trust	$1.38B	$14,000 0.0% of portfolio	500	Q1 2023 Reduced 16.67%
TLH Ishares Barclays 10 20 Yr Trea	$0	$14,000 0.0% of portfolio	130	Q2 2024 Reduced 20.25%
AVUV American Centy ETF Tr Avantis	$0	$14,000 0.0% of portfolio	153	Q1 2024 Reduced 66.81%
IAUM I Shares Gold Trust Micro	$1.6B	$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	176	Q3 2024 Reduced 22.12%
ICVT Ishares Tr Convertible Bond Et	$0	$13,000 0.0% of portfolio	159	Q3 2024 Reduced 0.63%
QRMI Global X Fds Nasdaq 100 Risk M	$0	$12,000 0.0% of portfolio	730	Q3 2024 Added 143.33%
FTEC Fidelity Covington Tr Msci Inf	$0	$12,000 0.0% of portfolio	69	Q4 2022 Reduced 86.36%
DFEV Dimensional ETF Tr Emerging Mk	$0	$11,000 0.0% of portfolio	392	Q3 2024 Added 12.32%
DFIV Dimensional ETF Tr	$0	$10,000 0.0% of portfolio	282	Q3 2024 Added 8.88%
DIHP Dimensional ETF Tr Dimensional	$0	$10,000 0.0% of portfolio	386	Q3 2024 Added 8.73%
DFAE Dimensional ETF Tr	$0	$10,000 0.0% of portfolio	399	Q3 2024 Added 19.1%
AGG Ishares Core U.S. Aggregate Bo	$0	$9,000 0.0% of portfolio	93	Q3 2024 Reduced 63.53%
SUB Ishares Short Term National Mu	$0	$9,000 0.0% of portfolio	88	Q2 2024 Added 10.0%
FXL First Tr Exchange Traded Fd Fi	$0	$9,000 0.0% of portfolio	67	Q2 2024 New
FHLC Fidelity Covington Tr Msci Hea	$0	$9,000 0.0% of portfolio	134	Q3 2024 Added 81.08%
SHV Ishares Tr	$0	$9,000 0.0% of portfolio	85	Q1 2024 Added 102.38%
XLY Select Sector Spdr Consumer Di	$0	$8,000 0.0% of portfolio	43	Q3 2024 New
KBWD Invesco ETF Tr Ii Kbw High Div	$0	$6,000 0.0% of portfolio	400	Q2 2024 New
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	135	Q3 2024 Added 3.05%
DFAR Dimensional ETF Tr Dimensional	$0	$5,000 0.0% of portfolio	216	Q3 2024 Added 8.0%
OEF Ishares S&P 100 ETF	$0	$5,000 0.0% of portfolio	22	Q3 2024 Reduced 33.33%
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$5,000 0.0% of portfolio	56	Q3 2024 Reduced 5.08%
ARKW Ark Next Generation Internet E	$0	$3,000 0.0% of portfolio	37	Q3 2024 Reduced 26.0%
IJR Ishares Core S&P Sm Cap ETF	$0	$3,000 0.0% of portfolio	32	Q3 2024 Added 3.23%
IHI Ishares Tr Dow Jones Us Medica	$0	$3,000 0.0% of portfolio	59	Q1 2024 Reduced 6.35%
SMDV Proshares Tr Russell 2000 Divi	$0	$2,000 0.0% of portfolio	35	Q3 2024 New
FLIN Franklin Templeton ETF Tr	$0	$2,000 0.0% of portfolio	50	Q3 2024 New
IWM Ishares Russell 2000 ETF	$0	$2,000 0.0% of portfolio	12	Q3 2024 Reduced 14.29%
SCHY Schwab Strategic Tr Intl Divid	$0	$2,000 0.0% of portfolio	100	Q3 2024 New
SCHP Schwab Strategic Us Tips ETF	$0	$2,000 0.0% of portfolio	55	Q3 2024 Reduced 37.5%
BNDX Vanguard Total International B	$0	$2,000 0.0% of portfolio	57	Q2 2024 Reduced 25.97%
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%
VOO Vanguard Index Fds S&P 500 ETF	$0	$2,000 0.0% of portfolio	5	Q3 2024 Reduced 96.06%
FDVV Fidelity High Dividend ETF	$0	$2,000 0.0% of portfolio	50	Q3 2024 Added 257.14%
ICLN Ishares	$0	$1,000 0.0% of portfolio	100	Q1 2022 New
SLX Vaneck ETF Tr Steel ETF	$0	$1,000 0.0% of portfolio	16	Q3 2024 New
BOND Pimco Active Bond Exchange Tra	$0	$1,000 0.0% of portfolio	11	Q2 2024 Reduced 15.38%

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