Ritholtz Wealth Management ETFs

Ritholtz Wealth Management

$4.45 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
JOET Virtus ETF Tr Ii Virtus Terran	$0	$501,000 0.01% of portfolio	12,250	Q2 2025 Added 36.11%
IUSG Ishares Core S&P U.S Growth Et	$0	$487,000 0.01% of portfolio	3,244	Q2 2025 New
BSV Vanguard Bd Index Fd Inc Short	$0	$480,000 0.01% of portfolio	6,107	Q2 2025 Reduced 7.99%
ITA Ishares Tr	$0	$456,000 0.01% of portfolio	2,419	Q2 2025 Reduced 0.21%
IBDT Ishares Tr Ibonds Dec 2028 Ter	$0	$451,000 0.01% of portfolio	17,750	Q2 2025 Reduced 4.31%
EFA Ishares Tr Msci Eafe ETF	$0	$438,000 0.01% of portfolio	4,900	Q2 2025 Added 26.84%
VDC Vanguard Consumer Staples ETF	$0	$414,000 0.01% of portfolio	1,892	Q2 2025 Added 55.21%
XLE Energy Sector Spdr	$0	$393,000 0.01% of portfolio	4,638	Q2 2025 Reduced 3.88%
IBDU Ishares Tr Ibonds Dec 2029 Ter	$0	$380,000 0.01% of portfolio	16,325	Q2 2025 Reduced 5.22%
IUSV Ishares Core S&P U.S. Value Et	$0	$376,000 0.01% of portfolio	3,975	Q2 2025 New
MGV Vanguard Mega Cap Value	$0	$375,000 0.01% of portfolio	2,865	Q3 2024 Reduced 18.03%
QUAL Ishares Msci Usa Quality Facto	$0	$373,000 0.01% of portfolio	2,044	Q2 2025 Added 12.56%
XLU Utilities Sector Spdr	$0	$362,000 0.01% of portfolio	4,434	Q2 2025 Added 67.01%
IWO Ishares Russell 2000 Gwt ETF	$0	$348,000 0.01% of portfolio	1,218	Q2 2025 New
XLC Select Sector Spdr Tr Communic	$0	$341,000 0.01% of portfolio	3,151	Q2 2025 New
ESGE Ishares, Inc. Ishares Esg Awar	$0	$340,000 0.01% of portfolio	8,692	Q2 2025 Reduced 20.33%
SCHX Schwab Strategic Tr Us Large C	$0	$339,000 0.01% of portfolio	13,905	Q2 2025 Added 15.8%
SCHA Schwab Strategic Tr Us Small C	$0	$338,000 0.01% of portfolio	13,385	Q2 2025 New
MGK Vanguard Mega Cap Growth ETF	$0	$323,000 0.01% of portfolio	884	Q2 2025 Added 10.92%
XLY Select Sector Spdr Consumer Di	$0	$321,000 0.01% of portfolio	1,481	Q2 2025 Added 36.62%
DBEF Xtrackers Msci Eafe Hedged Equ	$0	$310,000 0.01% of portfolio	7,095	Q2 2025 Reduced 1.47%
IJJ Ishares S&P Midcap 400 Value E	$0	$297,000 0.01% of portfolio	2,406	Q2 2025 Added 43.04%
USRT Ishares Core U.S. Reit ETF	$0	$294,000 0.01% of portfolio	5,201	Q2 2025 Reduced 3.02%
SPTI Spdr Ser Tr Spdr Portfolio Int	$0	$287,000 0.01% of portfolio	9,980	Q2 2025 Reduced 82.21%
DVY Ishares Tr	$0	$281,000 0.01% of portfolio	2,118	Q2 2025 Reduced 15.75%
SPMD Spdr Portfolio	$0	$279,000 0.01% of portfolio	5,142	Q2 2025 Added 3.46%
TLT Ishares Barclays 20+ Year Trea	$0	$272,000 0.01% of portfolio	3,083	Q2 2025 Reduced 69.81%
DDWM Wisdomtree Tr Currency Hedged	$0	$272,000 0.01% of portfolio	6,878	Q2 2025 Added 1.42%
TIP Ishares Tr Tips Bd ETF	$0	$270,000 0.01% of portfolio	2,459	Q2 2025 Added 11.47%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$264,000 0.01% of portfolio	5,085	Q2 2025 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$260,000 0.01% of portfolio	5,310	Q2 2025 New
IJK Ishares S&P Midcap 400 Growth	$0	$255,000 0.01% of portfolio	2,804	Q2 2025 New
EQL Alps ETF Tr Equal Sector Weigh	$0	$254,000 0.01% of portfolio	5,814	Q2 2025 Added 200.0%
SJNK Spdr Bloomberg Short Term High	$0	$253,000 0.01% of portfolio	9,946	Q2 2025 New
AVUV American Centy ETF Tr Avantis	$0	$247,000 0.01% of portfolio	2,715	Q2 2025 New
FVD First Tr Value Line Divid Inde	$0	$242,000 0.01% of portfolio	5,414	Q2 2025 Reduced 27.93%
IAU Ishares Gold Trust	$58.2B	$240,000 0.01% of portfolio	3,858	Q2 2025 New
VTWO Vanguard Russell 2000 ETF	$0	$237,000 0.01% of portfolio	2,719	Q2 2025 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$236,000 0.01% of portfolio	418	Q4 2023 New
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$235,000 0.01% of portfolio	4,822	Q2 2025 New
HEWJ Ishares Currency Hedged Msci J	$0	$234,000 0.01% of portfolio	5,226	Q1 2024 Reduced 23.93%
DFUV Dimensional ETF Tr Us Marketwi	$0	$233,000 0.01% of portfolio	5,530	Q1 2025 New
SMMD Ishares Tr Russell 2500 ETF	$0	$222,000 0.0% of portfolio	3,286	Q2 2025 Added 0.34%
FTEC Fidelity Covington Tr Msci Inf	$0	$221,000 0.0% of portfolio	1,125	Q2 2025 New
IWR Ishares Russell Mid Cap ETF	$0	$211,000 0.0% of portfolio	2,299	Q2 2025 Reduced 17.98%
BILS Spdr Bloomberg 3 12 Month T Bi	$0	$205,000 0.0% of portfolio	2,070	Q2 2025 Reduced 70.4%
PFF Ishares Trust Ishares Pfd And	$0	$205,000 0.0% of portfolio	6,685	Q2 2025 Reduced 7.36%
VFH Vanguard Financial ETF	$0	$203,000 0.0% of portfolio	1,595	Q2 2025 New
AVDE American Centy ETF Tr Avantis	$0	$202,000 0.0% of portfolio	2,737	Q2 2025 New
VCIT Vanguard Intermediate Term Cor	$0	$200,000 0.0% of portfolio	2,417	Q2 2025 New

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