Svb Wealth LLC ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
JMST Jp Morgan Ultra Short Mun Inco	$0	$3.67 Million 0.07% of portfolio	72,446	Q4 2024 New
SHYG Ishares 0 5 Year High Yield CO	$0	$3.49 Million 0.07% of portfolio	81,838	Q4 2024 New
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$3.48 Million 0.07% of portfolio	38,076	Q4 2024 New
SHV Ishares Tr	$0	$3.45 Million 0.07% of portfolio	31,326	Q4 2024 New
IWO Ishares Russell 2000 Gwt ETF	$0	$3.19 Million 0.06% of portfolio	11,072	Q4 2024 New
IBB Ishares Biotechnology ETF	$0	$3.09 Million 0.06% of portfolio	23,373	Q4 2024 New
DVY Ishares Tr	$0	$2.87 Million 0.05% of portfolio	21,863	Q4 2024 New
JQUA J P Morgan ETF Tr U S Quality	$0	$2.87 Million 0.05% of portfolio	50,060	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$2.85 Million 0.05% of portfolio	39,673	Q4 2024 New
EWU Ishs Msci Utd Kingdom ETF	$0	$2.8 Million 0.05% of portfolio	82,470	Q4 2024 New
VT Vanguard Total World Stk Index	$0	$2.76 Million 0.05% of portfolio	23,466	Q4 2024 New
TOLZ Dj Brookfield Global	$0	$2.74 Million 0.05% of portfolio	55,687	Q4 2024 Added 434.12%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$2.68 Million 0.05% of portfolio	4,700	Q4 2024 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$2.33 Million 0.04% of portfolio	17,618	Q4 2024 New
SCHB Schwab Strategic Tr Us Broad M	$0	$2.27 Million 0.04% of portfolio	100,038	Q4 2024 New
IGF Ishares Global Infrastructure	$0	$2.22 Million 0.04% of portfolio	42,449	Q4 2024 New
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$2.16 Million 0.04% of portfolio	21,575	Q4 2024 New
SCHG Schwab Strategic Tr Us Large C	$0	$2.03 Million 0.04% of portfolio	72,741	Q4 2024 New
VUG Vanguard Growth ETF	$0	$2.03 Million 0.04% of portfolio	4,936	Q4 2024 New
XLF Financial Sector Spdr	$0	$1.92 Million 0.04% of portfolio	39,755	Q4 2024 New
XT Ishares Tr Exponential Technol	$0	$1.83 Million 0.03% of portfolio	30,610	Q4 2024 New
VNQI Vanguard Global Ex U.S. Real	$0	$1.78 Million 0.03% of portfolio	45,071	Q4 2024 Added 123.71%
DSI Ishares Msci Kld 400 Social Et	$0	$1.72 Million 0.03% of portfolio	15,592	Q4 2024 New
GBTC Grayscale Bitcoin Trust (Btc)	$52B	$1.66 Million 0.03% of portfolio	22,238	Q4 2024 New
VYM Vanguard Whitehall Fds (Vangua	$0	$1.58 Million 0.03% of portfolio	12,399	Q4 2024 New
CQQQ Invesco Exchange Traded Fd Tr	$0	$1.29 Million 0.02% of portfolio	32,775	Q4 2024 New
IYW Ishares Dj Us Tech ETF	$0	$1.24 Million 0.02% of portfolio	7,758	Q4 2024 New
IWR Ishares Russell Mid Cap ETF	$0	$1.17 Million 0.02% of portfolio	13,220	Q4 2024 New
ESML Ishares Esg Aware Msci Usa Sma	$0	$1.16 Million 0.02% of portfolio	27,677	Q4 2024 New
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$1.14 Million 0.02% of portfolio	23,501	Q4 2024 New
HYG Ishares Tr	$0	$1.11 Million 0.02% of portfolio	14,152	Q4 2024 New
FTEC Fidelity Covington Tr Msci Inf	$0	$1.08 Million 0.02% of portfolio	5,842	Q4 2024 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$1.03 Million 0.02% of portfolio	2,431	Q4 2024 New
XLC Select Sector Spdr Tr Communic	$0	$1.03 Million 0.02% of portfolio	10,612	Q4 2024 New
XLU Utilities Sector Spdr	$0	$1.02 Million 0.02% of portfolio	13,470	Q4 2024 New
XLV Select Sector Spdr Fund Health	$0	$1.02 Million 0.02% of portfolio	7,412	Q4 2024 New
EWY Ishares Inc Msci South Korea E	$0	$1.02 Million 0.02% of portfolio	20,000	Q4 2024 New
HYMB Spdr Nuveen Bloomberg High Yie	$0	$1.01 Million 0.02% of portfolio	39,659	Q4 2024 New
ACWI Ishares Msci Acwi ETF	$0	$1.01 Million 0.02% of portfolio	8,616	Q4 2024 New
XLY Select Sector Spdr Consumer Di	$0	$1 Million 0.02% of portfolio	4,477	Q4 2024 New
USSG Dbx ETF Tr Xtrackers Msci Usa	$0	$998,000 0.02% of portfolio	18,491	Q4 2024 New
VGT Vanguard Information Technolog	$0	$984,000 0.02% of portfolio	1,584	Q4 2024 New
IVW Ishares S&P 500 Growth ETF	$0	$972,000 0.02% of portfolio	9,576	Q4 2024 New
USO United States Oil Fund, LP	$5.37B	$968,000 0.02% of portfolio	12,816	Q4 2024 New
SPHQ Invesco Exchange Traded Fd Tr	$0	$961,000 0.02% of portfolio	14,338	Q4 2024 New
VEU Vanguard Ftse All World Ex Us	$0	$924,000 0.02% of portfolio	16,108	Q4 2024 New
OEF Ishares S&P 100 ETF	$0	$895,000 0.02% of portfolio	3,367	Q4 2024 New
VV Vanguard Large Cap ETF	$0	$877,000 0.02% of portfolio	3,255	Q4 2024 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$832,000 0.02% of portfolio	20,354	Q4 2024 New
TQQQ Proshares Ultrapro Qqq	$0	$791,000 0.01% of portfolio	10,000	Q4 2024 New

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