Tci Wealth Advisors, Inc. ETFs

Tci Wealth Advisors, Inc.

$1.33 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
GLD Spdr Gold Trust	$116B	$638,000 0.05% of portfolio	2,093	Q2 2025 Added 2.35%
NEAR Blackrock Short Maturity Bond	$0	$599,000 0.04% of portfolio	11,726	Q2 2025 Reduced 0.8%
VBR Vanguard Small Cap Value ETF	$0	$595,000 0.04% of portfolio	3,054	Q2 2025 Added 14.51%
SCHF Schwab Strategic Tr Intl Eqty	$0	$558,000 0.04% of portfolio	25,275	Q2 2025 Reduced 1.95%
VWO Vanguard Ftse Emerging Mkts Et	$0	$552,000 0.04% of portfolio	11,172	Q2 2025 Reduced 2.21%
VGT Vanguard Information Technolog	$0	$502,000 0.04% of portfolio	757	Q1 2025 Added 43.37%
IFRA Ishares Tr	$0	$502,000 0.04% of portfolio	10,219	Q2 2025 Added 0.72%
IJH Ishares Core S&P Mid Cap ETF	$0	$483,000 0.04% of portfolio	7,800	Q2 2025 Added 96.18%
PFF Ishares Trust Ishares Pfd And	$0	$477,000 0.04% of portfolio	15,555	Q2 2025 Added 4.8%
VEA Vanguard Ftse Developed Market	$0	$447,000 0.03% of portfolio	7,844	Q2 2025 Added 5.11%
VT Vanguard Total World Stk Index	$0	$429,000 0.03% of portfolio	3,339	Q2 2025 Reduced 0.24%
USMV Ishares Msci Usa Min Vol Facto	$0	$427,000 0.03% of portfolio	4,551	Q2 2025 Added 0.37%
IWM Ishares Russell 2000 ETF	$0	$414,000 0.03% of portfolio	1,919	Q2 2025 Added 23.49%
EMXC Ishares Inc Msci Emerging Mkts	$0	$412,000 0.03% of portfolio	6,530	Q2 2025 New
IUSB Ishares Core Total Usd Bond Ma	$0	$412,000 0.03% of portfolio	8,930	Q1 2025 New
ISCF Ishares Msci Intl Small Cap Mu	$0	$411,000 0.03% of portfolio	10,617	Q2 2025 Reduced 11.86%
VYM Vanguard Whitehall Fds (Vangua	$0	$408,000 0.03% of portfolio	3,068	Q2 2025 Reduced 6.12%
AVSD American Centy ETF Tr Avantis	$0	$392,000 0.03% of portfolio	5,806	Q2 2025 Reduced 15.46%
IDV Ishares Tr	$0	$362,000 0.03% of portfolio	10,498	Q1 2025 Added 32.05%
SCHA Schwab Strategic Tr Us Small C	$0	$361,000 0.03% of portfolio	14,291	Q2 2025 Added 7.44%
AVSU American Centy ETF Tr Avantis	$0	$344,000 0.03% of portfolio	5,017	Q1 2025 Reduced 3.05%
SCHX Schwab Strategic Tr Us Large C	$0	$324,000 0.02% of portfolio	13,275	Q2 2025 Reduced 3.41%
DFAR Dimensional ETF Tr Dimensional	$0	$311,000 0.02% of portfolio	13,280	Q2 2025 Added 0.28%
GWX Spdr Index Shs Fd Spdr S&P Int	$0	$309,000 0.02% of portfolio	8,318	Q2 2025 Reduced 4.61%
ITA Ishares Tr	$0	$306,000 0.02% of portfolio	1,624	Q2 2024 New
DLS Wisdomtree Tr Intl Small Cap D	$0	$301,000 0.02% of portfolio	4,014	Q2 2025 Reduced 8.5%
MGK Vanguard Mega Cap Growth ETF	$0	$275,000 0.02% of portfolio	753	Q2 2025 New
AIQ Global X Funds Global X Artifi	$0	$257,000 0.02% of portfolio	5,889	Q2 2025 New
ESML Ishares Esg Aware Msci Usa Sma	$0	$248,000 0.02% of portfolio	6,015	Q2 2025 Added 1.23%
AVSE American Centy ETF Tr Avantis	$0	$233,000 0.02% of portfolio	3,981	Q2 2025 Reduced 11.79%
SCHD Schwab Strategic Tr Us Dividen	$0	$232,000 0.02% of portfolio	8,764	Q2 2025 Added 1.48%
RSP Invesco S&P 500 Equal Weight E	$0	$220,000 0.02% of portfolio	1,212	Q2 2025 Added 0.08%
IVE Ishares S&P 500 Value ETF	$0	$217,000 0.02% of portfolio	1,112	Q2 2025 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$215,000 0.02% of portfolio	1,963	Q2 2025 New
SCHV Schwab Strategic Tr Us Large C	$0	$206,000 0.02% of portfolio	7,446	Q2 2025 New
GSLC Goldman Sachs ETF Tr Activebet	$0	$200,000 0.01% of portfolio	1,654	Q2 2025 New
PSJ Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	8,413	Q2 2024 New

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