Strategies Wealth Advisors, LLC ETFs

Strategies Wealth Advisors, LLC

$748 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
AGG Ishares Core U.S. Aggregate Bo	$0	$738 Million 0.1% of portfolio	7,286	Q3 2024 Added 24.5%
REZ Ishares Tr Residential And Mul	$0	$687 Million 0.09% of portfolio	7,732	Q1 2024 Added 0.44%
VEU Vanguard Ftse All World Ex Us	$0	$686 Million 0.09% of portfolio	10,889	Q3 2024 Reduced 1.52%
ITOT Ishares Core S&P Total U.S. St	$0	$615 Million 0.08% of portfolio	4,899	Q3 2024 Reduced 12.97%
DVY Ishares Tr	$0	$614 Million 0.08% of portfolio	4,543	Q3 2024 Added 1.14%
IEMG Ishares Inc	$0	$610 Million 0.08% of portfolio	10,632	Q3 2024 Reduced 7.03%
IWN Ishares Russell2000 Val ETF	$0	$608 Million 0.08% of portfolio	3,646	Q3 2024 Added 0.52%
VDC Vanguard Consumer Staples ETF	$0	$531 Million 0.07% of portfolio	2,429	Q3 2024 Added 0.7%
VYM Vanguard Whitehall Fds (Vangua	$0	$516 Million 0.07% of portfolio	4,026	Q3 2024 Added 0.68%
XLK Technology Sector Spdr	$0	$509 Million 0.07% of portfolio	2,255	Q3 2024 Reduced 2.63%
SPYG Spdr Portfolio	$0	$497 Million 0.07% of portfolio	5,997	Q3 2024 Reduced 1.59%
XLI Industrial Sector Spdr	$0	$470 Million 0.06% of portfolio	3,467	Q3 2024 Reduced 5.79%
GEM Goldman Sachs ETF Tr Actvebeta	$0	$470 Million 0.06% of portfolio	13,374	Q4 2023 Reduced 10.05%
FTCS First Trust Capital Strength E	$0	$441 Million 0.06% of portfolio	4,859	Q3 2024 Added 0.27%
IWO Ishares Russell 2000 Gwt ETF	$0	$425 Million 0.06% of portfolio	1,497	Q3 2024 Reduced 0.2%
HYG Ishares Tr	$0	$390 Million 0.05% of portfolio	4,860	Q3 2024 Added 5.79%
IAU Ishares Gold Trust	$43.2B	$385 Million 0.05% of portfolio	7,752	Q1 2024 Added 11.94%
XLF Financial Sector Spdr	$0	$363 Million 0.05% of portfolio	8,020	Q3 2024 Reduced 3.62%
XLV Select Sector Spdr Fund Health	$0	$342 Million 0.05% of portfolio	2,219	Q3 2024 Reduced 8.8%
GBTC Grayscale Bitcoin Trust (Btc)	$55.1B	$310 Million 0.04% of portfolio	6,140	Q3 2024 Added 2.5%
DFAC Dimensional ETF Tr U S Core Eq	$0	$301 Million 0.04% of portfolio	8,772	Q3 2024 Reduced 5.38%
HYMB Spdr Nuveen Bloomberg High Yie	$0	$290 Million 0.04% of portfolio	11,051	Q3 2024 Added 32.55%
TPYP Managed Portfolio Ser Tortoise	$0	$279 Million 0.04% of portfolio	8,895	Q1 2024 Added 2.36%
JEPI J P Morgan Exchange Traded Fd	$0	$274 Million 0.04% of portfolio	4,600	Q3 2024 Added 1.79%
ITB Ishares Tr	$0	$261 Million 0.03% of portfolio	2,054	Q4 2023 New
VT Vanguard Total World Stk Index	$0	$261 Million 0.03% of portfolio	2,176	Q3 2024 Added 0.23%
RVNU Xtrackers Municipal Infrastruc	$0	$255 Million 0.03% of portfolio	9,776	Q3 2024 New
RDVY First Trust Rising Dividend Ac	$0	$236 Million 0.03% of portfolio	3,987	Q3 2024 Added 0.33%
IJK Ishares S&P Midcap 400 Growth	$0	$222 Million 0.03% of portfolio	2,416	Q1 2024 New
VTWV Vanguard Russell 2000 Value Et	$0	$221 Million 0.03% of portfolio	1,505	Q4 2023 New
VV Vanguard Large Cap ETF	$0	$220 Million 0.03% of portfolio	835	Q1 2024 New
HDV Ishares Core High Dividend ETF	$0	$214 Million 0.03% of portfolio	1,819	Q3 2024 Reduced 9.5%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$213 Million 0.03% of portfolio	4,174	Q3 2024 New
FV First Trust Dorsey Wright Focu	$0	$211 Million 0.03% of portfolio	3,629	Q3 2024 Added 0.03%
DFUS Dimensional ETF Tr U S Equity	$0	$210 Million 0.03% of portfolio	3,384	Q3 2024 New
FNDX Schwab Fundamental U S Large C	$0	$206 Million 0.03% of portfolio	2,866	Q3 2024 New

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