Us Advisors Wealth Management, LLC ETFs

Us Advisors Wealth Management, LLC

$287 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
AVDE American Centy ETF Tr Avantis	$0	$1.01 Million 0.35% of portfolio	15,224	Q1 2025 Reduced 14.96%
AVUS American Centy ETF Tr Avantis	$0	$988,000 0.34% of portfolio	10,702	Q1 2025 Reduced 5.88%
VIS Vanguard Industrial ETF	$0	$946,000 0.33% of portfolio	3,823	Q1 2025 Reduced 0.49%
IWR Ishares Russell Mid Cap ETF	$0	$936,000 0.33% of portfolio	11,010	Q1 2025 Reduced 0.15%
DFSD Dimensional ETF Tr Short Durat	$0	$874,000 0.3% of portfolio	18,395	Q1 2025 Added 0.21%
IVV Ishares Core S&P 500 ETF	$0	$811,000 0.28% of portfolio	1,444	Q1 2025 Added 9.73%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$735,000 0.26% of portfolio	18,677	Q1 2025 Reduced 29.65%
SMMD Ishares Tr Russell 2500 ETF	$0	$713,000 0.25% of portfolio	11,407	Q1 2025 Reduced 17.76%
JMUB Jp Morgan Tr Mun ETF (De)	$0	$696,000 0.24% of portfolio	13,937	Q1 2025 Added 17.73%
JCPB J P Morgan Exchange Traded Fd	$0	$631,000 0.22% of portfolio	12,379	Q1 2025 Added 15.65%
VOO Vanguard Index Fds S&P 500 ETF	$0	$545,000 0.19% of portfolio	1,060	Q1 2025 Reduced 6.11%
SHYL Dbx ETF Tr Deutsche X Trackers	$0	$535,000 0.19% of portfolio	12,005	Q1 2025 Added 6.0%
HTAB Hartford Fds Exchange Traded	$0	$532,000 0.19% of portfolio	27,799	Q1 2025 Added 6.92%
DFEM Dimensional ETF Tr Emerging Mk	$0	$512,000 0.18% of portfolio	19,377	Q1 2025 New
BND Vanguard Bd Index Fd Inc Total	$0	$454,000 0.16% of portfolio	6,190	Q1 2025 Reduced 20.61%
JSCP Jp Morgan Exch Traded Fd Tr Sh	$0	$437,000 0.15% of portfolio	9,273	Q1 2025 Added 12.13%
DFAE Dimensional ETF Tr	$0	$415,000 0.14% of portfolio	16,039	Q1 2025 Reduced 20.24%
AVEM American Centy ETF Tr Avantis	$0	$372,000 0.13% of portfolio	6,191	Q4 2024 Added 0.11%
USHY Ishares Tr Broad Usd High Yiel	$0	$358,000 0.12% of portfolio	9,728	Q4 2024 Added 0.23%
HYD Vaneck High Yield Muni ETF	$0	$330,000 0.12% of portfolio	6,458	Q3 2023 New
ROBO Robo Global Robotics And Autom	$0	$329,000 0.11% of portfolio	6,402	Q1 2025 Reduced 47.0%
VYM Vanguard Whitehall Fds (Vangua	$0	$286,000 0.1% of portfolio	2,220	Q1 2025 Added 0.63%
MTUM Ishares Msci Usa Momentum Fact	$0	$285,000 0.1% of portfolio	143	Q1 2025 Reduced 89.87%
SPTL Spdr Portfolio Long Term Treas	$0	$271,000 0.09% of portfolio	9,953	Q1 2025 Reduced 24.1%
SPMD Spdr Portfolio	$0	$267,000 0.09% of portfolio	5,218	Q1 2025 Reduced 34.03%
SPSM Spdr Portfolio S&P 600 Small C	$0	$266,000 0.09% of portfolio	6,549	Q1 2025 Reduced 31.01%
IWD Ishares Russell 1000 Val ETF	$0	$265,000 0.09% of portfolio	1,413	Q1 2025 Reduced 9.65%
GLDM World Gold Trust	$9.7B	$253,000 0.09% of portfolio	4,100	Q1 2025 New
IUSG Ishares Core S&P U.S Growth Et	$0	$251,000 0.09% of portfolio	1,979	Q1 2025 New
AOK Ishares Tr Core Conservative A	$0	$246,000 0.09% of portfolio	6,543	Q1 2025 Added 0.31%
SRLN Ssga Active Trust	$0	$227,000 0.08% of portfolio	5,541	Q1 2025 Reduced 24.21%
GWX Spdr Index Shs Fd Spdr S&P Int	$0	$223,000 0.08% of portfolio	6,995	Q1 2025 Reduced 28.86%
ITA Ishares Tr	$0	$218,000 0.08% of portfolio	1,428	Q1 2025 Added 0.14%
VEA Vanguard Ftse Developed Market	$0	$218,000 0.08% of portfolio	4,292	Q1 2025 Added 1.37%
DLN Wisdomtree Tr U.S Largecap Div	$0	$216,000 0.08% of portfolio	2,724	Q1 2025 Reduced 9.32%
IPKW Invesco ETF Tr Ii Internationa	$0	$215,000 0.07% of portfolio	4,725	Q1 2025 New
RWO Spdr Dow Jones Global Real Est	$0	$208,000 0.07% of portfolio	4,769	Q1 2025 Reduced 27.65%
NULG Nuveen Esg Large Cap Growth Et	$0	$206,000 0.07% of portfolio	2,638	Q1 2025 Reduced 0.15%

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