Vanguard Personalized Indexing Management, LLC ETFs

Vanguard Personalized Indexing Management, LLC

$6.61 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VOO Vanguard Index Fds S&P 500 ETF	$0	$6.9 Million 0.1% of portfolio	13,434	Q1 2025 Added 47.98%
SCHX Schwab Strategic Tr Us Large C	$0	$4.95 Million 0.07% of portfolio	224,322	Q1 2025 Added 14.72%
SPY Spdr S&P 500 ETF Trust	$0	$4.9 Million 0.07% of portfolio	8,764	Q1 2025 Added 7.8%
IVV Ishares Core S&P 500 ETF	$0	$3.77 Million 0.06% of portfolio	6,713	Q1 2025 Added 22.1%
VT Vanguard Total World Stk Index	$0	$3.46 Million 0.05% of portfolio	29,874	Q1 2025 Reduced 31.25%
IYW Ishares Dj Us Tech ETF	$0	$2.46 Million 0.04% of portfolio	17,543	Q1 2025 Reduced 0.26%
VO Vanguard Mid Cap ETF	$0	$2.35 Million 0.04% of portfolio	9,084	Q1 2025 Added 18.36%
IEFA Ishares Tr	$0	$1.95 Million 0.03% of portfolio	25,733	Q1 2025 Added 19.62%
SUSA Ishares Tr Msci Usa Esg Select	$0	$1.93 Million 0.03% of portfolio	16,765	Q1 2025 Added 127.63%
IVE Ishares S&P 500 Value ETF	$0	$1.73 Million 0.03% of portfolio	9,081	Q1 2025 Added 26.11%
VEA Vanguard Ftse Developed Market	$0	$1.54 Million 0.02% of portfolio	30,331	Q1 2025 Added 5.85%
VUG Vanguard Growth ETF	$0	$1.48 Million 0.02% of portfolio	3,993	Q1 2025 Added 169.43%
IVW Ishares S&P 500 Growth ETF	$0	$1.44 Million 0.02% of portfolio	15,528	Q1 2025 Added 123.14%
VTV Vanguard Value ETF	$0	$1.3 Million 0.02% of portfolio	7,508	Q1 2025 New
IWB Ishares Tr Russell 1000 ETF	$0	$1.26 Million 0.02% of portfolio	4,110	Q1 2025 Added 303.34%
DFAC Dimensional ETF Tr U S Core Eq	$0	$1.19 Million 0.02% of portfolio	36,214	Q1 2024 Added 12.15%
SCHA Schwab Strategic Tr Us Small C	$0	$1.19 Million 0.02% of portfolio	50,678	Q4 2024 Added 92.96%
MGK Vanguard Mega Cap Growth ETF	$0	$1.11 Million 0.02% of portfolio	3,586	Q1 2025 Added 38.46%
IWR Ishares Russell Mid Cap ETF	$0	$1.11 Million 0.02% of portfolio	12,993	Q4 2024 Reduced 14.25%
QQQ Invesco Qqq Trust, Series 1	$0	$1.09 Million 0.02% of portfolio	2,326	Q1 2025 Added 3.56%
XLK Technology Sector Spdr	$0	$1.08 Million 0.02% of portfolio	5,246	Q1 2025 Added 19.61%
SCHM Schwab Strategic U.S. Mid Cap	$0	$968,000 0.01% of portfolio	36,959	Q1 2025 Added 23.02%
IUSG Ishares Core S&P U.S Growth Et	$0	$883,000 0.01% of portfolio	6,950	Q4 2024 Reduced 21.05%
QUAL Ishares Msci Usa Quality Facto	$0	$878,000 0.01% of portfolio	5,143	Q1 2025 New
IJH Ishares Core S&P Mid Cap ETF	$0	$694,000 0.01% of portfolio	11,910	Q1 2025 Added 3.66%
MGV Vanguard Mega Cap Value	$0	$644,000 0.01% of portfolio	5,002	Q1 2025 Added 149.73%
SCHD Schwab Strategic Tr Us Dividen	$0	$628,000 0.01% of portfolio	22,474	Q1 2025 Added 0.32%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$590,000 0.01% of portfolio	16,217	Q1 2025 Reduced 5.48%
IDEV Ishares Core Msci Intl Develop	$0	$574,000 0.01% of portfolio	8,336	Q1 2025 Reduced 2.4%
VGT Vanguard Information Technolog	$0	$571,000 0.01% of portfolio	1,054	Q1 2025 Reduced 21.93%
IJR Ishares Core S&P Sm Cap ETF	$0	$550,000 0.01% of portfolio	5,263	Q1 2025 Added 127.54%
VB Vanguard Small Cap ETF	$0	$549,000 0.01% of portfolio	2,479	Q1 2025 Added 18.67%
VIG Vanguard Dividend Appreciation	$0	$516,000 0.01% of portfolio	2,838	Q1 2025 New
IWF Ishares Russell 1000 Gr ETF	$0	$499,000 0.01% of portfolio	1,382	Q1 2025 New
VXF Vanguard Extended Market ETF	$0	$469,000 0.01% of portfolio	2,727	Q1 2025 Reduced 7.81%
MGC Vanguard Mega Cap ETF	$0	$460,000 0.01% of portfolio	2,288	Q4 2024 Reduced 1.51%
GSEW Goldman Sachs Tr Eql Weight Us	$0	$437,000 0.01% of portfolio	5,749	Q1 2025 New
USMV Ishares Msci Usa Min Vol Facto	$0	$437,000 0.01% of portfolio	4,668	Q1 2025 Reduced 0.38%
IUSV Ishares Core S&P U.S. Value Et	$0	$429,000 0.01% of portfolio	4,655	Q4 2024 Reduced 0.43%
DFAU Dimensional ETF Tr	$0	$410,000 0.01% of portfolio	10,680	Q4 2024 Added 93.3%
VBR Vanguard Small Cap Value ETF	$0	$387,000 0.01% of portfolio	2,078	Q1 2025 Reduced 20.96%
SDY Spdr Series Tr Spdr S&P Divide	$0	$386,000 0.01% of portfolio	2,852	Q1 2025 Reduced 6.55%
DSI Ishares Msci Kld 400 Social Et	$0	$384,000 0.01% of portfolio	3,754	Q2 2024 New
ONEQ Fidelity Nasdaq Composite Inde	$0	$364,000 0.01% of portfolio	5,361	Q1 2025 New
IEMG Ishares Inc	$0	$349,000 0.01% of portfolio	6,517	Q1 2025 Reduced 27.48%
FDN First Tr Fd Dow Jones	$0	$344,000 0.01% of portfolio	1,553	Q3 2024 Added 1.77%
VONG Vanguard Russell 1000 Growth E	$0	$305,000 0.0% of portfolio	3,295	Q1 2025 Added 4.84%
SCHB Schwab Strategic Tr Us Broad M	$0	$294,000 0.0% of portfolio	13,670	Q1 2025 Reduced 29.23%
FNDB Schwab Fundamental U S Broad M	$0	$294,000 0.0% of portfolio	12,786	Q4 2024 Added 200.0%
INTF Ishares Tr	$0	$292,000 0.0% of portfolio	9,496	Q1 2024 New

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