Richards, Merrill & Peterson, Inc. ETFs

Richards, Merrill & Peterson, Inc.

$191 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
QQQ Invesco Qqq Trust, Series 1	$0	$6.66 Billion 3.48% of portfolio	13,028	Q4 2024 New
SPY Spdr S&P 500 ETF Trust	$0	$5.49 Billion 2.87% of portfolio	9,372	Q4 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$2.01 Billion 1.05% of portfolio	73,609	Q4 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$1.92 Billion 1.0% of portfolio	3,560	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$1.43 Billion 0.74% of portfolio	22,886	Q4 2024 New
CGGR Capital Group Growth ETF Shs C	$0	$1.29 Billion 0.67% of portfolio	34,641	Q4 2024 New
IJT Ishares S&P Small Cap 600 Grow	$0	$1.24 Billion 0.65% of portfolio	9,130	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$1.02 Billion 0.53% of portfolio	8,853	Q4 2024 New
PTRB Pgim ETF Tr Total Return Bd Et	$0	$851 Million 0.44% of portfolio	20,785	Q4 2024 New
CGCP Capital Group Core Plus Income	$0	$810 Million 0.42% of portfolio	36,466	Q4 2024 New
VYM Vanguard Whitehall Fds (Vangua	$0	$781 Million 0.41% of portfolio	6,118	Q4 2024 New
IJK Ishares S&P Midcap 400 Growth	$0	$588 Million 0.31% of portfolio	6,471	Q4 2024 New
IEFA Ishares Tr	$0	$580 Million 0.3% of portfolio	8,259	Q4 2024 New
BOND Pimco Active Bond Exchange Tra	$0	$521 Million 0.27% of portfolio	5,766	Q4 2024 New
VOE Vanguard Mid Cap Value Index F	$0	$487 Million 0.25% of portfolio	3,008	Q4 2024 New
WDIV Spdr S&P Global Dividend ETF	$0	$449 Million 0.23% of portfolio	7,231	Q4 2024 New
IVW Ishares S&P 500 Growth ETF	$0	$426 Million 0.22% of portfolio	4,193	Q4 2024 New
VEA Vanguard Ftse Developed Market	$0	$403 Million 0.21% of portfolio	8,418	Q4 2024 New
IJJ Ishares S&P Midcap 400 Value E	$0	$383 Million 0.2% of portfolio	3,064	Q4 2024 New
IEMG Ishares Inc	$0	$369 Million 0.19% of portfolio	7,073	Q4 2024 New
VO Vanguard Mid Cap ETF	$0	$342 Million 0.18% of portfolio	1,295	Q4 2024 New
IWM Ishares Russell 2000 ETF	$0	$322 Million 0.17% of portfolio	1,456	Q4 2024 New
ITOT Ishares Core S&P Total U.S. St	$0	$302 Million 0.16% of portfolio	2,350	Q4 2024 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$287 Million 0.15% of portfolio	675	Q4 2024 New
IVV Ishares Core S&P 500 ETF	$0	$284 Million 0.15% of portfolio	483	Q4 2024 New
NOBL Proshares S&P 500 Dividend Ari	$0	$269 Million 0.14% of portfolio	2,707	Q4 2024 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$251 Million 0.13% of portfolio	4,980	Q4 2024 New
GBTC Grayscale Bitcoin Trust (Btc)	$52.8B	$236 Million 0.12% of portfolio	3,184	Q4 2024 New
CGDV Capital Group Divid Value ETF	$0	$221 Million 0.12% of portfolio	6,270	Q4 2024 New
IVE Ishares S&P 500 Value ETF	$0	$212 Million 0.11% of portfolio	1,113	Q4 2024 New
FVD First Tr Value Line Divid Inde	$0	$211 Million 0.11% of portfolio	4,825	Q4 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$199 Million 0.1% of portfolio	2,638	Q4 2024 New
BSV Vanguard Bd Index Fd Inc Short	$0	$161 Million 0.08% of portfolio	2,078	Q4 2024 New
XMHQ Invesco Exchange Traded Fd Tr	$0	$158 Million 0.08% of portfolio	1,604	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$157 Million 0.08% of portfolio	3,555	Q4 2024 New
AGG Ishares Core U.S. Aggregate Bo	$0	$148 Million 0.08% of portfolio	1,529	Q4 2024 New
GSPY Tidal ETF Tr Gotham Enhanced 5	$0	$148 Million 0.08% of portfolio	4,625	Q4 2024 New
OMFL Invesco Exchange Traded Self I	$0	$143 Million 0.07% of portfolio	2,632	Q4 2024 New
VOT Vanguard Mid Cap Growth Index	$0	$139 Million 0.07% of portfolio	547	Q4 2024 New
FDVV Fidelity High Dividend ETF	$0	$136 Million 0.07% of portfolio	2,725	Q4 2024 New
XMMO Invesco Exchange Traded Fd Tr	$0	$135 Million 0.07% of portfolio	1,089	Q4 2024 New
SHY Ishares Barclays 1 3 Year Trea	$0	$133 Million 0.07% of portfolio	1,622	Q4 2024 New
SCHA Schwab Strategic Tr Us Small C	$0	$116 Million 0.06% of portfolio	4,480	Q4 2024 New
OEUR Alps ETF Tr Oshares Europe Qua	$0	$105 Million 0.05% of portfolio	3,816	Q4 2024 New
VBK Vanguard Small Cap Growth ETF	$0	$104 Million 0.05% of portfolio	371	Q4 2024 New
SCHX Schwab Strategic Tr Us Large C	$0	$102 Million 0.05% of portfolio	4,419	Q4 2024 New
VTWO Vanguard Russell 2000 ETF	$0	$84.4 Million 0.04% of portfolio	945	Q4 2024 New
XSVM Invesco S&P Smallcap Value Wit	$0	$81.7 Million 0.04% of portfolio	1,500	Q4 2024 New
GSEW Goldman Sachs Tr Eql Weight Us	$0	$79.9 Million 0.04% of portfolio	1,034	Q4 2024 New
SPHQ Invesco Exchange Traded Fd Tr	$0	$78.1 Million 0.04% of portfolio	1,165	Q4 2024 New

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