Rialto Wealth Management, LLC ETFs

Rialto Wealth Management, LLC

$307 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BLV Vanguard Bd Index Fd Inc Long	$0	$255,000 0.08% of portfolio	3,651	Q1 2025 Reduced 32.01%
SCHH Schwab Strategic U.S. Reit ETF	$0	$245,000 0.08% of portfolio	11,532	Q1 2025 Added 0.31%
XLK Technology Sector Spdr	$0	$240,000 0.08% of portfolio	1,163	Q4 2024 New
BSCR Invesco Et Self Idxd Fd Tr Bul	$0	$233,000 0.08% of portfolio	11,902	Q1 2025 Reduced 4.84%
IWB Ishares Tr Russell 1000 ETF	$0	$229,000 0.07% of portfolio	754	Q4 2024 New
DFSV Dimensional ETF Tr Dimensional	$0	$217,000 0.07% of portfolio	7,729	Q1 2025 Reduced 15.46%
SCHV Schwab Strategic Tr Us Large C	$0	$211,000 0.07% of portfolio	8,031	Q4 2024 New
FHLC Fidelity Covington Tr Msci Hea	$0	$206,000 0.07% of portfolio	3,042	Q1 2025 Reduced 18.71%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$204,000 0.07% of portfolio	1,758	Q1 2025 Reduced 2.77%
BSCQ Invesco Et Self Idxd Fd Tr Bul	$0	$193,000 0.06% of portfolio	9,927	Q4 2024 New
BSCS Invesco ETF Fd Tr Invesco Bull	$0	$182,000 0.06% of portfolio	8,980	Q1 2025 Added 11.89%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$178,000 0.06% of portfolio	4,869	Q1 2025 Reduced 13.75%
VYM Vanguard Whitehall Fds (Vangua	$0	$177,000 0.06% of portfolio	1,389	Q4 2024 New
IWS Ishares Russell Midcap Value E	$0	$167,000 0.05% of portfolio	1,340	Q1 2025 Reduced 46.49%
MBB Ishares Tr	$0	$164,000 0.05% of portfolio	1,756	Q1 2025 Added 18.17%
FVD First Tr Value Line Divid Inde	$0	$154,000 0.05% of portfolio	3,489	Q4 2024 New
VIG Vanguard Dividend Appreciation	$0	$151,000 0.05% of portfolio	831	Q4 2024 New
VIOV Vanguard S&P Small Cap 600 Val	$0	$150,000 0.05% of portfolio	1,799	Q1 2025 Reduced 2.18%
IWP Ishares Russell Mid Cap Growth	$0	$139,000 0.05% of portfolio	1,185	Q1 2025 Reduced 3.5%
TIP Ishares Tr Tips Bd ETF	$0	$138,000 0.04% of portfolio	1,249	Q4 2024 New
VOOG Vanguard S&P 500 Growth ETF	$0	$134,000 0.04% of portfolio	402	Q1 2025 Reduced 5.63%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$129,000 0.04% of portfolio	2,469	Q4 2024 New
IVOV Vanguard S&P Mid Cap 400 Value	$0	$121,000 0.04% of portfolio	1,325	Q1 2025 Reduced 1.63%
XLF Financial Sector Spdr	$0	$117,000 0.04% of portfolio	2,387	Q1 2025 Added 25.63%
FV First Trust Dorsey Wright Focu	$0	$115,000 0.04% of portfolio	2,115	Q4 2024 New
GMF Spdr Index Shs Fund Spdr S&P E	$0	$109,000 0.04% of portfolio	942	Q4 2024 New
IWY Ishares Tr Russell 200 Growth	$0	$105,000 0.03% of portfolio	500	Q4 2024 New
VOT Vanguard Mid Cap Growth Index	$0	$104,000 0.03% of portfolio	430	Q4 2024 New
XME Spdr Ser Tr Spdr S&P Metals &	$0	$102,000 0.03% of portfolio	1,806	Q4 2024 New
SCHI Schwab Strategic Tr 5 10 Yr C	$0	$102,000 0.03% of portfolio	4,572	Q4 2024 New
SPYD Spdr Portfolio S&P 500 High Di	$0	$101,000 0.03% of portfolio	2,314	Q4 2024 New
SPSB Spdr Portfolio Short Term Corp	$0	$98,000 0.03% of portfolio	3,270	Q1 2025 Reduced 2.42%
LQD Ishares Iboxx $ Investment Gra	$0	$97,000 0.03% of portfolio	900	Q4 2024 New
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$97,000 0.03% of portfolio	1,882	Q4 2024 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$96,000 0.03% of portfolio	1,478	Q1 2025 Added 0.2%
FLRN Spdr Bloomberg Investment Grad	$0	$91,000 0.03% of portfolio	2,955	Q1 2025 Reduced 60.57%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$90,000 0.03% of portfolio	923	Q4 2024 New
JEPI J P Morgan Exchange Traded Fd	$0	$90,000 0.03% of portfolio	1,589	Q4 2024 New
JHMD John Hancock ETF Tr Multifacto	$0	$89,000 0.03% of portfolio	2,552	Q1 2025 Reduced 13.23%
GWX Spdr Index Shs Fd Spdr S&P Int	$0	$89,000 0.03% of portfolio	2,786	Q4 2024 New
SLYG Spdr S&P 600 Small Cap Growth	$0	$89,000 0.03% of portfolio	1,087	Q4 2024 New
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$82,000 0.03% of portfolio	3,989	Q4 2024 New
INDA Ishares Msci India Index Fund	$0	$81,000 0.03% of portfolio	1,594	Q4 2024 New
VDE Vanguard Energy ETF	$0	$80,000 0.03% of portfolio	630	Q1 2025 Reduced 29.92%
DFCF Dimensional ETF Tr Core Fxd In	$0	$74,000 0.02% of portfolio	1,766	Q1 2025 Added 1.32%
SCHP Schwab Strategic Us Tips ETF	$0	$74,000 0.02% of portfolio	2,792	Q4 2024 New
VGT Vanguard Information Technolog	$0	$74,000 0.02% of portfolio	137	Q1 2025 Reduced 38.29%
VFH Vanguard Financial ETF	$0	$73,000 0.02% of portfolio	619	Q4 2024 New
DUHP Dimensional ETF Tr Dimensional	$0	$71,000 0.02% of portfolio	2,188	Q4 2024 New
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$71,000 0.02% of portfolio	1,439	Q1 2025 Added 21.03%

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