Stonehaven Wealth & Tax Solutions, LLC ETFs

Stonehaven Wealth & Tax Solutions, LLC

$91.9 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$9.29 Billion 10.11% of portfolio	134,742	Q4 2024 New
BBIN J P Morgan Exch Traded Fd Tr B	$0	$5.85 Billion 6.37% of portfolio	102,409	Q4 2024 New
AGG Ishares Core U.S. Aggregate Bo	$0	$5.62 Billion 6.12% of portfolio	58,049	Q4 2024 New
SDVY First Tr ETF Vi Smid Cap Risin	$0	$3.88 Billion 4.23% of portfolio	108,334	Q4 2024 New
UCON First Tr ETF Viii Tcw Unconstr	$0	$3.77 Billion 4.11% of portfolio	153,089	Q4 2024 New
GSUS Goldman Sachs ETF Tr Marketbet	$0	$3.21 Billion 3.49% of portfolio	39,711	Q4 2024 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$2.83 Billion 3.08% of portfolio	73,789	Q4 2024 New
FTCS First Trust Capital Strength E	$0	$2.78 Billion 3.03% of portfolio	31,651	Q4 2024 New
FVD First Tr Value Line Divid Inde	$0	$2.76 Billion 3.01% of portfolio	63,342	Q4 2024 New
GCOR Goldman Sachs ETF Tr Access U	$0	$2.39 Billion 2.6% of portfolio	59,199	Q4 2024 New
IVV Ishares Core S&P 500 ETF	$0	$2.01 Billion 2.19% of portfolio	3,411	Q4 2024 New
BNDX Vanguard Total International B	$0	$1.99 Billion 2.17% of portfolio	40,564	Q4 2024 New
LMBS First Tr ETF Fd Iv First Tr Lo	$0	$1.96 Billion 2.13% of portfolio	40,294	Q4 2024 New
JPME Jpmorgan Tr. Diversified Retur	$0	$1.74 Billion 1.9% of portfolio	17,021	Q4 2024 New
JPSE J P Morgan Diversified Return	$0	$1.47 Billion 1.6% of portfolio	31,382	Q4 2024 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$1.45 Billion 1.58% of portfolio	42,585	Q4 2024 New
TLT Ishares Barclays 20+ Year Trea	$0	$1.45 Billion 1.58% of portfolio	16,593	Q4 2024 New
GSIE Goldman Sachs ETF Tr Activebet	$0	$1.35 Billion 1.47% of portfolio	40,587	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$1.35 Billion 1.47% of portfolio	30,701	Q4 2024 New
CATH Global X Fds Global X S&P 500	$0	$1.23 Billion 1.34% of portfolio	17,328	Q4 2024 New
ACWI Ishares Msci Acwi ETF	$0	$1.15 Billion 1.26% of portfolio	9,822	Q4 2024 New
SPAB Spdr Portfolio Aggregate Bond	$0	$1.1 Billion 1.2% of portfolio	44,199	Q4 2024 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$1.08 Billion 1.18% of portfolio	24,059	Q4 2024 New
GSLC Goldman Sachs ETF Tr Activebet	$0	$1.07 Billion 1.17% of portfolio	9,297	Q4 2024 New
KNG Ft Cboe Vest S&P 500 Dividend	$0	$1.07 Billion 1.16% of portfolio	21,266	Q4 2024 New
JQUA J P Morgan ETF Tr U S Quality	$0	$1.07 Billion 1.16% of portfolio	18,613	Q4 2024 New
GWX Spdr Index Shs Fd Spdr S&P Int	$0	$1.04 Billion 1.13% of portfolio	33,580	Q4 2024 New
GLD Spdr Gold Trust	$93.5B	$1.03 Billion 1.13% of portfolio	4,273	Q4 2024 New
BIBL Northern Lts Fd Tr Iv	$0	$1.02 Billion 1.11% of portfolio	26,116	Q4 2024 New
SPY Spdr S&P 500 ETF Trust	$0	$973 Million 1.06% of portfolio	1,661	Q4 2024 New
VEA Vanguard Ftse Developed Market	$0	$904 Million 0.98% of portfolio	18,909	Q4 2024 New
GOVT Ishares U.S. Treasury Bond ETF	$0	$893 Million 0.97% of portfolio	38,856	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$821 Million 0.89% of portfolio	11,421	Q4 2024 New
SPIP Spdr Ser Tr Spdr Portfolio Tip	$0	$782 Million 0.85% of portfolio	30,890	Q4 2024 New
JNK Spdr Bloomberg High Yield Bond	$0	$679 Million 0.74% of portfolio	7,113	Q4 2024 New
TOTL Ssga Active ETF Tr Spdr Doblel	$0	$627 Million 0.68% of portfolio	15,912	Q4 2024 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$608 Million 0.66% of portfolio	13,420	Q4 2024 New
IEI Ishares Barclays 3 7 Yr Treas	$0	$579 Million 0.63% of portfolio	5,009	Q4 2024 New
TLH Ishares Barclays 10 20 Yr Trea	$0	$567 Million 0.62% of portfolio	5,695	Q4 2024 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$560 Million 0.61% of portfolio	9,502	Q4 2024 New
ACWX Ishares Msci Acwi Ex Us ETF	$0	$558 Million 0.61% of portfolio	10,693	Q4 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$542 Million 0.59% of portfolio	1,005	Q4 2024 New
SPTL Spdr Portfolio Long Term Treas	$0	$521 Million 0.57% of portfolio	19,885	Q4 2024 New
GEM Goldman Sachs ETF Tr Actvebeta	$0	$415 Million 0.45% of portfolio	13,006	Q4 2024 New
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$414 Million 0.45% of portfolio	17,651	Q4 2024 New
EBND Spdr Bloomberg Emerging Market	$0	$390 Million 0.42% of portfolio	19,957	Q4 2024 New
GSSC Goldman Sachs ETF Tr Activebet	$0	$388 Million 0.42% of portfolio	5,617	Q4 2024 New
FEMS First Trust Emerging Markets S	$0	$388 Million 0.42% of portfolio	10,278	Q4 2024 New
STIP Ishares Barclays 0 5 Year Tips	$0	$385 Million 0.42% of portfolio	3,826	Q4 2024 New
IWM Ishares Russell 2000 ETF	$0	$380 Million 0.41% of portfolio	1,718	Q4 2024 New

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