Pacific Capital Wealth Advisors, Inc ETFs

Pacific Capital Wealth Advisors, Inc

$592 Million
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
KRE Spdr S&P Regional Banking ETF	$0	$151,000 0.03% of portfolio	2,672	Q2 2024 New
VIG Vanguard Dividend Appreciation	$0	$148,000 0.02% of portfolio	815	Q2 2024 Added 2.52%
SCHQ Schwab Strategic Tr Long Term	$0	$139,000 0.02% of portfolio	3,982	Q4 2023 New
EFA Ishares Tr Msci Eafe ETF	$0	$136,000 0.02% of portfolio	1,627	Q3 2024 Reduced 24.08%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$136,000 0.02% of portfolio	1,719	Q1 2024 Added 13.47%
IJR Ishares Core S&P Sm Cap ETF	$0	$132,000 0.02% of portfolio	1,135	Q3 2024 Reduced 3.07%
PEY Invesco Exchange Traded Fd Tr	$0	$118,000 0.02% of portfolio	5,400	Q2 2024 New
OIH Vaneck ETF Tr Oil Services ETF	$0	$100,000 0.02% of portfolio	355	Q4 2023 New
VBR Vanguard Small Cap Value ETF	$0	$99,000 0.02% of portfolio	497	Q2 2024 Added 197.6%
SPGM Spdr Index Shs Fds S Spdr Port	$0	$91,000 0.02% of portfolio	1,418	Q3 2024 Reduced 0.07%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$85,000 0.01% of portfolio	203	Q2 2024 Reduced 13.62%
XLU Utilities Sector Spdr	$0	$84,000 0.01% of portfolio	1,048	Q1 2024 Reduced 94.86%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$81,000 0.01% of portfolio	1,601	Q3 2024 Added 77.89%
VGLT Vanguard Long Term Treasury Et	$0	$77,000 0.01% of portfolio	1,259	Q4 2023 New
GLD Spdr Gold Trust	$83.5B	$76,000 0.01% of portfolio	314	Q4 2023 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$75,000 0.01% of portfolio	596	Q1 2024 New
TLT Ishares Barclays 20+ Year Trea	$0	$73,000 0.01% of portfolio	746	Q3 2024 Added 1,812.82%
STIP Ishares Barclays 0 5 Year Tips	$0	$70,000 0.01% of portfolio	696	Q3 2024 Reduced 4.0%
VTV Vanguard Value ETF	$0	$68,000 0.01% of portfolio	390	Q1 2024 Reduced 45.68%
BSV Vanguard Bd Index Fd Inc Short	$0	$54,000 0.01% of portfolio	696	Q3 2024 Reduced 95.27%
BOND Pimco Active Bond Exchange Tra	$0	$50,000 0.01% of portfolio	536	Q4 2023 New
GLTR Abrdn Precious Metals Basket ETF Trust	$1.32B	$49,000 0.01% of portfolio	439	Q2 2024 Reduced 98.52%
VOE Vanguard Mid Cap Value Index F	$0	$46,000 0.01% of portfolio	280	Q2 2024 Reduced 14.89%
FNDA Schwab Fundamental U S Small C	$0	$37,000 0.01% of portfolio	634	Q2 2024 Reduced 18.19%
AOA Ishares Tr Core Aggressive All	$0	$35,000 0.01% of portfolio	446	Q3 2024 Added 31.95%
XAR Spdr S&P Aerospace & Defense E	$0	$29,000 0.0% of portfolio	190	Q3 2024 New
LQD Ishares Iboxx $ Investment Gra	$0	$25,000 0.0% of portfolio	230	Q3 2024 New
HYG Ishares Tr	$0	$25,000 0.0% of portfolio	317	Q3 2024 New
SHY Ishares Barclays 1 3 Year Trea	$0	$24,000 0.0% of portfolio	292	Q3 2024 New
VEA Vanguard Ftse Developed Market	$0	$23,000 0.0% of portfolio	446	Q1 2024 Reduced 78.86%
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$23,000 0.0% of portfolio	237	Q3 2024 New
VXF Vanguard Extended Market ETF	$0	$22,000 0.0% of portfolio	124	Q4 2023 New
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$20,000 0.0% of portfolio	431	Q4 2023 New
VEU Vanguard Ftse All World Ex Us	$0	$19,000 0.0% of portfolio	311	Q4 2023 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$19,000 0.0% of portfolio	139	Q2 2024 Added 43.3%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$18,000 0.0% of portfolio	380	Q3 2024 Added 52.0%
IJH Ishares Core S&P Mid Cap ETF	$0	$15,000 0.0% of portfolio	250	Q1 2024 Added 400.0%
PULS Pgim ETF Tr	$0	$14,000 0.0% of portfolio	285	Q3 2024 New
EEMS Ishares Msci Emerging Mkts Sma	$0	$13,000 0.0% of portfolio	210	Q4 2023 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$13,000 0.0% of portfolio	292	Q1 2024 Reduced 69.74%
SUB Ishares Short Term National Mu	$0	$12,000 0.0% of portfolio	118	Q3 2024 Reduced 80.97%
GSY Invesco Actively Mngd ETF Tr U	$0	$12,000 0.0% of portfolio	248	Q4 2023 New
GAL Ssga Active ETF Tr	$0	$12,000 0.0% of portfolio	271	Q4 2023 New
ACWX Ishares Msci Acwi Ex Us ETF	$0	$11,000 0.0% of portfolio	201	Q3 2024 Reduced 26.91%
BOTZ Global X Fds	$0	$11,000 0.0% of portfolio	346	Q4 2023 New
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$11,000 0.0% of portfolio	232	Q4 2023 New
SHV Ishares Tr	$0	$10,000 0.0% of portfolio	91	Q3 2024 New
PGX Invesco ETF Tr Ii Pfd ETF	$0	$9,000 0.0% of portfolio	785	Q4 2023 New
VYMI Vanguard Whitehall Fds Intl Hi	$0	$9,000 0.0% of portfolio	128	Q1 2024 New
USFR Wisdomtree Floating Rate Treas	$0	$9,000 0.0% of portfolio	195	Q3 2024 New

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