Ritholtz Wealth Management ETFs

Ritholtz Wealth Management

$3.37 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
USRT Ishares Core U.S. Reit ETF	$0	$306,000 0.01% of portfolio	5,344	Q3 2024 Reduced 0.19%
QUAL Ishares Msci Usa Quality Facto	$0	$290,000 0.01% of portfolio	1,632	Q2 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$290,000 0.01% of portfolio	3,842	Q4 2024 Added 11.33%
JOET Virtus ETF Tr Ii Virtus Terran	$0	$274,000 0.01% of portfolio	7,268	Q4 2024 Added 2.15%
MGK Vanguard Mega Cap Growth ETF	$0	$273,000 0.01% of portfolio	797	Q2 2024 Added 3.24%
SPMD Spdr Portfolio	$0	$272,000 0.01% of portfolio	4,987	Q4 2024 Added 0.99%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$266,000 0.01% of portfolio	4,393	Q4 2024 Added 0.46%
VDC Vanguard Consumer Staples ETF	$0	$257,000 0.01% of portfolio	1,219	Q4 2024 Added 0.08%
SCHX Schwab Strategic Tr Us Large C	$0	$252,000 0.01% of portfolio	10,889	Q4 2024 Added 200.88%
DDWM Wisdomtree Tr Currency Hedged	$0	$251,000 0.01% of portfolio	7,320	Q4 2024 New
SCHE Schwab Strategic Tr Us Emergin	$0	$246,000 0.01% of portfolio	9,261	Q4 2024 Added 0.86%
XLY Select Sector Spdr Consumer Di	$0	$244,000 0.01% of portfolio	1,090	Q4 2024 Reduced 2.15%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$244,000 0.01% of portfolio	4,793	Q4 2024 New
EQL Alps ETF Tr Equal Sector Weigh	$0	$242,000 0.01% of portfolio	1,938	Q4 2023 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$238,000 0.01% of portfolio	418	Q4 2023 New
PFF Ishares Trust Ishares Pfd And	$0	$233,000 0.01% of portfolio	7,431	Q4 2024 Reduced 6.19%
SPSM Spdr Portfolio S&P 600 Small C	$0	$231,000 0.01% of portfolio	5,160	Q4 2024 Reduced 13.35%
SMMD Ishares Tr Russell 2500 ETF	$0	$225,000 0.01% of portfolio	3,323	Q4 2024 New
HEWJ Ishares Currency Hedged Msci J	$0	$222,000 0.01% of portfolio	5,226	Q1 2024 Reduced 23.93%
TIP Ishares Tr Tips Bd ETF	$0	$216,000 0.01% of portfolio	2,029	Q4 2024 Reduced 11.74%
DFAC Dimensional ETF Tr U S Core Eq	$0	$215,000 0.01% of portfolio	6,228	Q4 2024 New
XLU Utilities Sector Spdr	$0	$214,000 0.01% of portfolio	2,831	Q4 2024 Added 0.93%
IJJ Ishares S&P Midcap 400 Value E	$0	$202,000 0.01% of portfolio	1,618	Q3 2024 New
CRDA Crawford & CO Class A	$0	$0 0.0% of portfolio	-	Q4 2024 Added 81.43%

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