Retirement Wealth Solutions LLC ETFs

Retirement Wealth Solutions LLC

$137 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$32 Million 0.02% of portfolio	440	Q2 2025 New
IXUS Ishares Tr	$0	$30.1 Million 0.02% of portfolio	389	Q2 2025 Added 1.57%
IGRO Ishares Tr International Divid	$0	$23.7 Million 0.02% of portfolio	300	Q2 2025 New
VB Vanguard Small Cap ETF	$0	$13.8 Million 0.01% of portfolio	58	Q1 2025 Reduced 81.93%
ICVT Ishares Tr Convertible Bond Et	$0	$13.7 Million 0.01% of portfolio	152	Q2 2025 Reduced 36.67%
QQQ Invesco Qqq Trust, Series 1	$0	$13.3 Million 0.01% of portfolio	24	Q1 2025 New
SUB Ishares Short Term National Mu	$0	$12.2 Million 0.01% of portfolio	115	Q2 2025 Added 0.88%
AOA Ishares Tr Core Aggressive All	$0	$11 Million 0.01% of portfolio	132	Q4 2024 New
HYDB Ishares Tr Edge High Yield Def	$0	$8.12 Million 0.01% of portfolio	171	Q2 2025 Reduced 76.8%
IWN Ishares Russell2000 Val ETF	$0	$7.89 Million 0.01% of portfolio	50	Q4 2024 New
SCHE Schwab Strategic Tr Us Emergin	$0	$6.02 Million 0.0% of portfolio	200	Q2 2025 Added 12.99%
FNDE Schwab Fundamental Emerging Mk	$0	$4.95 Million 0.0% of portfolio	150	Q4 2024 New
SLYV Spdr S&P 600 Small Cap Value E	$0	$4.95 Million 0.0% of portfolio	62	Q4 2024 New
VONV Vanguard Russell 1000 Value Et	$0	$4.52 Million 0.0% of portfolio	53	Q2 2025 Added 8.16%
ESGU Ishares Trust Ishares Esg Awar	$0	$4.14 Million 0.0% of portfolio	31	Q2 2025 Added 3.33%
TIP Ishares Tr Tips Bd ETF	$0	$1.06 Million 0.0% of portfolio	10	Q4 2024 New
IFRA Ishares Tr	$0	$1.04 Million 0.0% of portfolio	21	Q1 2025 Reduced 99.45%
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$1.03 Million 0.0% of portfolio	79	Q2 2025 Added 12.86%
IYE Ishares Tr	$0	$666,000 0.0% of portfolio	15	Q4 2024 New
ESGE Ishares, Inc. Ishares Esg Awar	$0	$306,000 0.0% of portfolio	8	Q4 2024 New
TLT Ishares Barclays 20+ Year Trea	$0	$281,000 0.0% of portfolio	3	Q2 2025 Reduced 25.0%
COMT Ishares U.S. ETF Trust Gsci CO	$0	$275,000 0.0% of portfolio	11	Q4 2024 New
IXN Ishares Global Information Tec	$0	$241,000 0.0% of portfolio	3	Q4 2024 New
VYM Vanguard Whitehall Fds (Vangua	$0	$198,000 0.0% of portfolio	1	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$173,000 0.0% of portfolio	2	Q4 2024 New
VLUE Ishares Msci Usa Value Factor	$0	$169,000 0.0% of portfolio	1	Q4 2024 New
FALN Ishares Tr Fallen Angels Usd B	$0	$128,000 0.0% of portfolio	5	Q4 2024 New
EEMV Ishares Msci Emerging Markets	$0	$91,000 0.0% of portfolio	1	Q4 2024 New
IYH Ishares Tr	$0	$76,000 0.0% of portfolio	1	Q4 2024 New
VTC Vanguard Scottsdale Fds Total	$0	$71,000 0.0% of portfolio	1	Q4 2024 New
IHI Ishares Tr Dow Jones Us Medica	$0	$21,000 0.0% of portfolio	0	Q2 2025 New

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