Rothschild Investment LLC ETFs

Rothschild Investment LLC

$1.49 Trillion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
TOTL Ssga Active ETF Tr Spdr Doblel	$0	$3.43 Million 0.0% of portfolio	85	Q2 2024 New
SHM Spdr Nuveen Bloomberg Short Te	$0	$3.28 Million 0.0% of portfolio	69	Q3 2024 Reduced 59.17%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$3.16 Million 0.0% of portfolio	64	Q1 2025 Added 1.59%
USO United States Oil Fund, LP	$4.81B	$2.86 Million 0.0% of portfolio	37	Q1 2025 Added 19.35%
AVES American Centy ETF Tr Avantis	$0	$2.83 Million 0.0% of portfolio	60	Q4 2024 Added 3.45%
SCHR Schwab Intermediate Term Us Tr	$0	$2.64 Million 0.0% of portfolio	106	Q1 2025 Added 10.42%
PICK Ishares Inc Msci Global Select	$0	$2.51 Million 0.0% of portfolio	70	Q4 2024 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$2.26 Million 0.0% of portfolio	23	Q2 2024 New
BBUS J P Morgan Exchg Traded Fd	$0	$2.22 Million 0.0% of portfolio	22	Q4 2024 New
STOT Spdr Doubleline Short Duration	$0	$2.13 Million 0.0% of portfolio	45	Q2 2024 New
POCT Innovator U.S. Equity Power Bu	$0	$2.1 Million 0.0% of portfolio	54	Q2 2024 New
PJUL Innovator U.S. Equity Power Bu	$0	$2.09 Million 0.0% of portfolio	52	Q2 2024 New
FNCL Fidelity Covington Tr Msci Fin	$0	$2.02 Million 0.0% of portfolio	29	Q2 2024 New
BCI Abrdn Etfs Abrdn Bloomberg All	$0	$1.97 Million 0.0% of portfolio	92	Q2 2024 New
ONEQ Fidelity Nasdaq Composite Inde	$0	$1.97 Million 0.0% of portfolio	29	Q4 2024 New
AIQ Global X Funds Global X Artifi	$0	$1.82 Million 0.0% of portfolio	50	Q4 2024 New
VOOG Vanguard S&P 500 Growth ETF	$0	$1.71 Million 0.0% of portfolio	5	Q3 2024 New
TFLO Ishares Treasury Floating Rate	$0	$1.52 Million 0.0% of portfolio	30	Q2 2024 New
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$1.21 Million 0.0% of portfolio	12	Q2 2024 New
SCHC Schwab Strategic Tr Intl Small	$0	$1.11 Million 0.0% of portfolio	31	Q2 2024 New
PULS Pgim ETF Tr	$0	$945,000 0.0% of portfolio	19	Q2 2024 New
ICLN Ishares	$0	$925,000 0.0% of portfolio	81	Q2 2024 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$911,000 0.0% of portfolio	18	Q2 2024 New
MLN Vaneck Long Muni ETF	$0	$783,000 0.0% of portfolio	45	Q3 2024 Reduced 60.87%
FNDA Schwab Fundamental U S Small C	$0	$767,000 0.0% of portfolio	28	Q4 2024 Added 100.0%
PIO Invesco Exchange Traded Fd Tr	$0	$722,000 0.0% of portfolio	18	Q4 2024 Reduced 95.69%
EUSC Wisdomtree Tr Europe Hedged Sm	$0	$720,000 0.0% of portfolio	17	Q4 2024 New
USFR Wisdomtree Floating Rate Treas	$0	$705,000 0.0% of portfolio	14	Q1 2024 Added 7,400.0%
PJAN Innovator U.S. Equity Power Bu	$0	$664,000 0.0% of portfolio	16	Q2 2024 New
ARKQ Ark Autonomous Technology & Ro	$0	$663,000 0.0% of portfolio	10	Q2 2024 New
XSD Spdr Tr Ser Spdr S&P Semicondu	$0	$602,000 0.0% of portfolio	3	Q3 2024 New
INCO Columbia ETF Tr Ii Columbia In	$0	$595,000 0.0% of portfolio	10	Q1 2025 New
SCHH Schwab Strategic U.S. Reit ETF	$0	$559,000 0.0% of portfolio	26	Q4 2024 Reduced 16.13%
FDN First Tr Fd Dow Jones	$0	$444,000 0.0% of portfolio	2	Q2 2024 New
RNRG Glbl X Funds Glbl X Yldco & Re	$0	$369,000 0.0% of portfolio	45	Q2 2024 New
KWEB Kraneshares Tr Csi China Inter	$0	$244,000 0.0% of portfolio	7	Q4 2024 New
PBW Invesco Exchange Traded Fd Tr	$0	$236,000 0.0% of portfolio	15	Q2 2024 New
IGF Ishares Global Infrastructure	$0	$219,000 0.0% of portfolio	4	Q2 2024 New
OMFL Invesco Exchange Traded Self I	$0	$53,000 0.0% of portfolio	1	Q4 2024 Reduced 99.97%
ICF Ishares Tr	$0	$0 0.0% of portfolio	0	Q1 2025 Sold Out

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