Tci Wealth Advisors, Inc. ETFs

Tci Wealth Advisors, Inc.

$1.15 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IFRA Ishares Tr	$0	$457,000 0.04% of portfolio	10,146	Q3 2024 Reduced 2.12%
PFF Ishares Trust Ishares Pfd And	$0	$456,000 0.04% of portfolio	14,843	Q1 2025 Added 6.27%
USMV Ishares Msci Usa Min Vol Facto	$0	$424,000 0.04% of portfolio	4,534	Q2 2024 Reduced 27.09%
VYM Vanguard Whitehall Fds (Vangua	$0	$421,000 0.04% of portfolio	3,268	Q1 2025 Added 4.58%
IUSB Ishares Core Total Usd Bond Ma	$0	$411,000 0.04% of portfolio	8,930	Q1 2025 New
AVSD American Centy ETF Tr Avantis	$0	$411,000 0.04% of portfolio	6,868	Q1 2025 Reduced 6.61%
VGT Vanguard Information Technolog	$0	$410,000 0.04% of portfolio	757	Q1 2025 Added 43.37%
ISCF Ishares Msci Intl Small Cap Mu	$0	$405,000 0.04% of portfolio	12,045	Q1 2025 Reduced 4.37%
VT Vanguard Total World Stk Index	$0	$388,000 0.03% of portfolio	3,347	Q1 2025 Reduced 8.18%
IJR Ishares Core S&P Sm Cap ETF	$0	$383,000 0.03% of portfolio	3,667	Q1 2025 Added 23.97%
USFR Wisdomtree Floating Rate Treas	$0	$380,000 0.03% of portfolio	7,560	Q1 2025 New
VEA Vanguard Ftse Developed Market	$0	$379,000 0.03% of portfolio	7,463	Q1 2025 Added 2.32%
IDV Ishares Tr	$0	$325,000 0.03% of portfolio	10,498	Q1 2025 Added 32.05%
DFAR Dimensional ETF Tr Dimensional	$0	$314,000 0.03% of portfolio	13,243	Q1 2025 Added 12.7%
AVSU American Centy ETF Tr Avantis	$0	$312,000 0.03% of portfolio	5,017	Q1 2025 Reduced 3.05%
SCHA Schwab Strategic Tr Us Small C	$0	$311,000 0.03% of portfolio	13,301	Q1 2025 Reduced 1.61%
IWM Ishares Russell 2000 ETF	$0	$310,000 0.03% of portfolio	1,554	Q1 2025 Added 0.13%
SCHX Schwab Strategic Tr Us Large C	$0	$303,000 0.03% of portfolio	13,744	Q1 2025 Reduced 2.27%
DLS Wisdomtree Tr Intl Small Cap D	$0	$289,000 0.03% of portfolio	4,387	Q3 2024 Added 17.11%
GWX Spdr Index Shs Fd Spdr S&P Int	$0	$278,000 0.02% of portfolio	8,720	Q3 2024 Reduced 2.35%
DFIC Dimensional ETF Tr Dimensional	$0	$268,000 0.02% of portfolio	9,659	Q1 2025 Added 0.28%
ITA Ishares Tr	$0	$248,000 0.02% of portfolio	1,624	Q2 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$241,000 0.02% of portfolio	8,636	Q1 2025 Reduced 1.71%
IJH Ishares Core S&P Mid Cap ETF	$0	$231,000 0.02% of portfolio	3,976	Q1 2025 New
AVSE American Centy ETF Tr Avantis	$0	$231,000 0.02% of portfolio	4,513	Q1 2024 Added 0.27%
ESML Ishares Esg Aware Msci Usa Sma	$0	$228,000 0.02% of portfolio	5,942	Q1 2025 Reduced 3.54%
RSP Invesco S&P 500 Equal Weight E	$0	$209,000 0.02% of portfolio	1,211	Q1 2025 Added 0.08%
MUB Ishares National Muni Bond ETF	$0	$205,000 0.02% of portfolio	1,951	Q1 2025 Reduced 4.83%
PSJ Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	8,413	Q2 2024 New

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