True Private Wealth Advisors ETFs

True Private Wealth Advisors

$799 Million
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
TQQQ Proshares Ultrapro Qqq	$0	$705,000 0.09% of portfolio	9,737	Q3 2024 Reduced 0.24%
LQD Ishares Iboxx $ Investment Gra	$0	$693,000 0.09% of portfolio	6,134	Q3 2024 Added 1.34%
IWB Ishares Tr Russell 1000 ETF	$0	$681,000 0.09% of portfolio	2,169	Q3 2024 Reduced 24.9%
VUG Vanguard Growth ETF	$0	$679,000 0.08% of portfolio	1,769	Q3 2024 Added 3.69%
TIP Ishares Tr Tips Bd ETF	$0	$664,000 0.08% of portfolio	6,014	Q3 2024 Reduced 17.48%
GCOW Pacer Fds Tr Global Cash Cows	$0	$585,000 0.07% of portfolio	16,049	Q3 2024 Added 1.28%
IYE Ishares Tr	$0	$495,000 0.06% of portfolio	10,699	Q3 2024 Reduced 0.01%
IYG Ishares Tr	$0	$440,000 0.06% of portfolio	6,207	Q1 2024 Added 157.77%
AOK Ishares Tr Core Conservative A	$0	$439,000 0.05% of portfolio	11,380	Q1 2024 Added 6.48%
IUSV Ishares Core S&P U.S. Value Et	$0	$426,000 0.05% of portfolio	4,470	Q3 2024 Added 0.16%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$407,000 0.05% of portfolio	8,650	Q3 2024 Added 1.32%
IUSG Ishares Core S&P U.S Growth Et	$0	$401,000 0.05% of portfolio	3,040	Q3 2024 Reduced 38.44%
MUB Ishares National Muni Bond ETF	$0	$397,000 0.05% of portfolio	3,658	Q3 2024 Reduced 11.34%
DGRO Ishares Core Dividend Growth E	$0	$393,000 0.05% of portfolio	6,278	Q3 2024 Added 6.9%
FPE First Tr Pfd Secs & Income ETF	$0	$378,000 0.05% of portfolio	20,936	Q3 2024 Added 10.56%
GOVT Ishares U.S. Treasury Bond ETF	$0	$373,000 0.05% of portfolio	15,931	Q3 2024 Reduced 14.09%
VIGI Vanguard Whitehall Fds Intl Di	$0	$357,000 0.04% of portfolio	4,054	Q4 2023 New
USMV Ishares Msci Usa Min Vol Facto	$0	$332,000 0.04% of portfolio	3,643	Q3 2024 Reduced 11.08%
SHM Spdr Nuveen Bloomberg Short Te	$0	$328,000 0.04% of portfolio	6,821	Q3 2024 Reduced 25.79%
SCHX Schwab Strategic Tr Us Large C	$0	$315,000 0.04% of portfolio	4,650	Q1 2024 New
XLK Technology Sector Spdr	$0	$313,000 0.04% of portfolio	1,390	Q3 2024 Reduced 4.07%
IWY Ishares Tr Russell 200 Growth	$0	$311,000 0.04% of portfolio	1,414	Q3 2024 Reduced 15.33%
IEI Ishares Barclays 3 7 Yr Treas	$0	$301,000 0.04% of portfolio	2,517	Q3 2024 New
VOOG Vanguard S&P 500 Growth ETF	$0	$296,000 0.04% of portfolio	858	Q3 2024 New
VTWV Vanguard Russell 2000 Value Et	$0	$295,000 0.04% of portfolio	2,010	Q3 2024 Added 11.67%
SMMD Ishares Tr Russell 2500 ETF	$0	$294,000 0.04% of portfolio	4,348	Q2 2024 Added 0.02%
EMB Ishares Tr	$0	$291,000 0.04% of portfolio	3,111	Q3 2024 Reduced 2.08%
CWB Spdr Bloomberg Convertible Sec	$0	$282,000 0.04% of portfolio	3,686	Q3 2024 Reduced 14.28%
VXUS Vanguard Star Fd Vanguard Tota	$0	$280,000 0.04% of portfolio	4,328	Q3 2024 Added 6.16%
IGV Ishares Expanded Tech Software	$0	$266,000 0.03% of portfolio	2,979	Q3 2024 Reduced 9.73%
TLT Ishares Barclays 20+ Year Trea	$0	$263,000 0.03% of portfolio	2,690	Q3 2024 Reduced 37.82%
QQQM Invesco Exchange Traded Fd Tr	$0	$251,000 0.03% of portfolio	1,251	Q3 2024 New
SPTM Spdr Portfolio S&P 1500 Compos	$0	$245,000 0.03% of portfolio	3,501	Q3 2024 Reduced 4.6%
AGG Ishares Core U.S. Aggregate Bo	$0	$245,000 0.03% of portfolio	2,423	Q3 2024 Reduced 66.37%
IFRA Ishares Tr	$0	$240,000 0.03% of portfolio	5,110	Q3 2024 Reduced 1.47%
DFEN Direxion Shs ETF Tr Daily Aero	$0	$228,000 0.03% of portfolio	6,417	Q3 2024 New
IGEB Ishares Tr Edge Invt Grade Enh	$0	$217,000 0.03% of portfolio	4,671	Q3 2024 Reduced 0.79%
IYJ Ishares Tr	$0	$210,000 0.03% of portfolio	1,575	Q3 2024 New
XMMO Invesco Exchange Traded Fd Tr	$0	$201,000 0.03% of portfolio	1,676	Q3 2024 Reduced 86.55%
SH Proshares Short S&P500 New (De	$0	$146,000 0.02% of portfolio	13,491	Q4 2023 Reduced 75.44%

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