Rice Partnership, LLC ETFs

Rice Partnership, LLC

$552 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
EWC Ishares Msci Canada ETF	$0	$51,000 0.01% of portfolio	1,106	Q1 2024 Reduced 1.78%
VNQ Vanguard Specialized Funds Van	$0	$49,000 0.01% of portfolio	551	Q2 2024 New
IJJ Ishares S&P Midcap 400 Value E	$0	$46,000 0.01% of portfolio	378	Q2 2025 Added 7.39%
IXN Ishares Global Information Tec	$0	$45,000 0.01% of portfolio	494	Q3 2024 New
VTV Vanguard Value ETF	$0	$44,000 0.01% of portfolio	249	Q2 2025 Reduced 0.8%
SDY Spdr Series Tr Spdr S&P Divide	$0	$43,000 0.01% of portfolio	324	Q2 2025 Reduced 23.58%
VGT Vanguard Information Technolog	$0	$39,000 0.01% of portfolio	60	Q2 2025 New
VUG Vanguard Growth ETF	$0	$38,000 0.01% of portfolio	87	Q1 2025 Added 29.85%
VO Vanguard Mid Cap ETF	$0	$36,000 0.01% of portfolio	129	Q2 2025 Added 84.29%
XLP Consumer Staples Sector Spdr	$0	$34,000 0.01% of portfolio	458	Q1 2025 Added 15.37%
EFG Msci Eafe Growth ETF	$0	$28,000 0.01% of portfolio	250	Q2 2025 New
ESGU Ishares Trust Ishares Esg Awar	$0	$28,000 0.01% of portfolio	213	Q4 2024 Reduced 4.05%
DVY Ishares Tr	$0	$26,000 0.0% of portfolio	200	Q1 2024 New
XSD Spdr Tr Ser Spdr S&P Semicondu	$0	$23,000 0.0% of portfolio	90	Q1 2024 New
USMV Ishares Msci Usa Min Vol Facto	$0	$22,000 0.0% of portfolio	243	Q2 2025 New
MTUM Ishares Msci Usa Momentum Fact	$0	$19,000 0.0% of portfolio	81	Q2 2025 New
IYW Ishares Dj Us Tech ETF	$0	$18,000 0.0% of portfolio	107	Q2 2025 New
FNDX Schwab Fundamental U S Large C	$0	$15,000 0.0% of portfolio	618	Q1 2025 Reduced 81.19%
XSW Spdr S&P Software & Services E	$0	$14,000 0.0% of portfolio	76	Q1 2024 New
SCHO Schwab Short Term Us Treasury	$0	$12,000 0.0% of portfolio	526	Q2 2025 New
XLRE Select Sector Spdr Tr Real Est	$0	$11,000 0.0% of portfolio	278	Q1 2023 Reduced 26.46%
IJS Ishares S&P Smallcap 600 Value	$0	$9,000 0.0% of portfolio	100	Q4 2020 Added 100.0%
VDE Vanguard Energy ETF	$0	$6,000 0.0% of portfolio	52	Q1 2025 Added 1.96%
VOO Vanguard Index Fds S&P 500 ETF	$0	$6,000 0.0% of portfolio	12	Q1 2024 New
XLE Energy Sector Spdr	$0	$3,000 0.0% of portfolio	43	Q2 2025 Reduced 33.85%
IWP Ishares Russell Mid Cap Growth	$0	$3,000 0.0% of portfolio	22	Q2 2025 New
VB Vanguard Small Cap ETF	$0	$1,000 0.0% of portfolio	5	Q2 2025 Reduced 58.33%
VOE Vanguard Mid Cap Value Index F	$0	$1,000 0.0% of portfolio	9	Q3 2024 New
INDY Ishares India 50 ETF	$0	$1,000 0.0% of portfolio	27	Q2 2025 Added 50.0%
VSGX Vanguard World Fd Esg Intl Stk	$0	$1,000 0.0% of portfolio	20	Q2 2025 Added 5.26%

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