Van Hulzen Asset Management, LLC ETFs

Van Hulzen Asset Management, LLC

$1.05 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ACWV Ishares Msci Global Min Vol Fa	$0	$470,000 0.04% of portfolio	4,042	Q4 2024 Reduced 0.22%
LCTU Blackrock ETF Tr Us Carbon Tra	$0	$425,000 0.04% of portfolio	7,019	Q3 2024 Added 51.93%
SCHG Schwab Strategic Tr Us Large C	$0	$386,000 0.04% of portfolio	15,419	Q1 2025 Added 2.68%
IDV Ishares Tr	$0	$383,000 0.04% of portfolio	12,365	Q1 2025 Reduced 3.62%
CORP Pimco Investment Grade Corp Bd	$0	$375,000 0.04% of portfolio	3,877	Q1 2025 Added 134.26%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$362,000 0.03% of portfolio	3,700	Q4 2023 New
GDX Vaneck ETF Tr Gold Miners ETF	$0	$347,000 0.03% of portfolio	7,550	Q1 2025 Reduced 21.35%
SYLD Cambria Shareholder Yld ETF	$0	$346,000 0.03% of portfolio	5,438	Q1 2025 Added 34.97%
FIXD First Tr ETF Viii Tcw Opportun	$0	$346,000 0.03% of portfolio	7,897	Q1 2024 New
SCHB Schwab Strategic Tr Us Broad M	$0	$277,000 0.03% of portfolio	12,873	Q1 2025 Added 57.49%
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$273,000 0.03% of portfolio	5,363	Q1 2025 Reduced 2.7%
TOTL Ssga Active ETF Tr Spdr Doblel	$0	$269,000 0.03% of portfolio	6,700	Q1 2024 New
AOR Ishares Tr Core Growth Allocat	$0	$268,000 0.03% of portfolio	4,667	Q1 2025 Added 8.74%
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$265,000 0.03% of portfolio	5,122	Q1 2025 Added 17.05%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$262,000 0.02% of portfolio	624	Q3 2024 Reduced 29.17%
SCHA Schwab Strategic Tr Us Small C	$0	$256,000 0.02% of portfolio	10,962	Q1 2025 Reduced 13.49%
XLE Energy Sector Spdr	$0	$253,000 0.02% of portfolio	2,717	Q1 2025 Added 1.84%
IWV Ishares Russell 3000 ETF	$0	$251,000 0.02% of portfolio	792	Q2 2024 Added 13.96%
BND Vanguard Bd Index Fd Inc Total	$0	$251,000 0.02% of portfolio	3,428	Q1 2025 Added 0.15%
VNQ Vanguard Specialized Funds Van	$0	$245,000 0.02% of portfolio	2,715	Q4 2024 Added 12.19%
SHV Ishares Tr	$0	$244,000 0.02% of portfolio	2,214	Q1 2025 Added 79.42%
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$243,000 0.02% of portfolio	2,418	Q1 2025 Reduced 1.31%
ICVT Ishares Tr Convertible Bond Et	$0	$226,000 0.02% of portfolio	2,714	Q1 2025 Reduced 8.31%
VB Vanguard Small Cap ETF	$0	$222,000 0.02% of portfolio	1,003	Q2 2024 Reduced 1.47%
SDY Spdr Series Tr Spdr S&P Divide	$0	$217,000 0.02% of portfolio	1,603	Q1 2025 Reduced 13.63%
XLK Technology Sector Spdr	$0	$210,000 0.02% of portfolio	1,019	Q1 2025 Added 2.0%
DVY Ishares Tr	$0	$210,000 0.02% of portfolio	1,567	Q4 2024 Reduced 18.26%
VEU Vanguard Ftse All World Ex Us	$0	$209,000 0.02% of portfolio	3,446	Q1 2025 Added 23.25%
DSI Ishares Msci Kld 400 Social Et	$0	$207,000 0.02% of portfolio	2,025	Q4 2024 Reduced 23.61%

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