Pb Mares Wealth Management LLC ETFs

Pb Mares Wealth Management LLC

$539 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
RPV Invesco Exchange Traded Fd Tr	$0	$548,000 0.1% of portfolio	5,852	Q2 2025 Added 0.34%
VONG Vanguard Russell 1000 Growth E	$0	$543,000 0.1% of portfolio	4,979	Q2 2025 Reduced 16.66%
TFLO Ishares Treasury Floating Rate	$0	$495,000 0.09% of portfolio	9,792	Q2 2025 Reduced 12.35%
GLD Spdr Gold Trust	$106B	$479,000 0.09% of portfolio	1,574	Q2 2025 Added 10.85%
STIP Ishares Barclays 0 5 Year Tips	$0	$470,000 0.09% of portfolio	4,571	Q2 2025 Reduced 7.11%
VIG Vanguard Dividend Appreciation	$0	$469,000 0.09% of portfolio	2,575	Q2 2025 Added 5.19%
IEMG Ishares Inc	$0	$462,000 0.09% of portfolio	8,623	Q2 2025 Reduced 1.71%
IWD Ishares Russell 1000 Val ETF	$0	$461,000 0.09% of portfolio	2,378	Q4 2024 Added 2.37%
VYM Vanguard Whitehall Fds (Vangua	$0	$440,000 0.08% of portfolio	3,301	Q2 2025 Added 0.06%
EFV Msci Eafe Value ETF	$0	$426,000 0.08% of portfolio	6,716	Q2 2025 Reduced 5.28%
IWR Ishares Russell Mid Cap ETF	$0	$418,000 0.08% of portfolio	4,553	Q2 2020 New
VUG Vanguard Growth ETF	$0	$400,000 0.07% of portfolio	914	Q2 2025 Reduced 21.21%
IWO Ishares Russell 2000 Gwt ETF	$0	$387,000 0.07% of portfolio	1,355	Q1 2025 Reduced 0.44%
DVY Ishares Tr	$0	$375,000 0.07% of portfolio	2,828	Q2 2025 Added 1.22%
DOL Wisdomtree Tr Intl Largecap Di	$0	$374,000 0.07% of portfolio	6,283	Q2 2025 Added 1.11%
VXUS Vanguard Star Fd Vanguard Tota	$0	$371,000 0.07% of portfolio	5,376	Q2 2025 Reduced 17.76%
IWB Ishares Tr Russell 1000 ETF	$0	$370,000 0.07% of portfolio	1,092	Q1 2025 Reduced 8.54%
IEFA Ishares Tr	$0	$369,000 0.07% of portfolio	4,430	Q2 2025 Reduced 4.01%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$357,000 0.07% of portfolio	2,663	Q2 2025 Reduced 7.31%
IJJ Ishares S&P Midcap 400 Value E	$0	$329,000 0.06% of portfolio	2,663	Q2 2025 Reduced 0.6%
IVE Ishares S&P 500 Value ETF	$0	$289,000 0.05% of portfolio	1,480	Q2 2025 Reduced 2.12%
SCHO Schwab Short Term Us Treasury	$0	$273,000 0.05% of portfolio	11,238	Q4 2024 Added 100.0%
VGSH Vanguard	$0	$267,000 0.05% of portfolio	4,548	Q1 2025 Added 0.66%
VNQ Vanguard Specialized Funds Van	$0	$261,000 0.05% of portfolio	2,936	Q2 2025 Reduced 2.56%
DEM Wisdomtree Tr Emerging Mkts Hi	$0	$259,000 0.05% of portfolio	5,729	Q2 2025 Added 4.01%
QUAL Ishares Msci Usa Quality Facto	$0	$250,000 0.05% of portfolio	1,368	Q2 2025 Reduced 4.0%
SHV Ishares Tr	$0	$242,000 0.04% of portfolio	2,196	Q2 2025 Reduced 11.27%
FREL Fidelity Covington Tr Msci Rea	$0	$235,000 0.04% of portfolio	8,713	Q2 2025 New
IWM Ishares Russell 2000 ETF	$0	$216,000 0.04% of portfolio	1,001	Q2 2025 Reduced 6.01%
VOE Vanguard Mid Cap Value Index F	$0	$211,000 0.04% of portfolio	1,289	Q2 2025 Reduced 0.46%
IWP Ishares Russell Mid Cap Growth	$0	$210,000 0.04% of portfolio	1,515	Q2 2025 New
HDV Ishares Core High Dividend ETF	$0	$204,000 0.04% of portfolio	1,745	Q2 2025 Reduced 8.16%

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