Vanguard Personalized Indexing Management, LLC ETFs

Vanguard Personalized Indexing Management, LLC

$8.6 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VOO Vanguard Index Fds S&P 500 ETF	$0	$9.05 Million 0.11% of portfolio	15,932	Q2 2025 Added 18.59%
VWO Vanguard Ftse Emerging Mkts Et	$0	$6.33 Million 0.07% of portfolio	128,038	Q2 2025 New
SCHX Schwab Strategic Tr Us Large C	$0	$5.38 Million 0.06% of portfolio	219,964	Q2 2025 Reduced 1.94%
SPY Spdr S&P 500 ETF Trust	$0	$5.24 Million 0.06% of portfolio	8,481	Q2 2025 Reduced 3.23%
IVV Ishares Core S&P 500 ETF	$0	$4.57 Million 0.05% of portfolio	7,358	Q2 2025 Added 9.61%
IEFA Ishares Tr	$0	$2.73 Million 0.03% of portfolio	32,730	Q2 2025 Added 27.19%
VO Vanguard Mid Cap ETF	$0	$2.51 Million 0.03% of portfolio	8,979	Q2 2025 Reduced 1.16%
SUSA Ishares Tr Msci Usa Esg Select	$0	$2.02 Million 0.02% of portfolio	15,933	Q2 2025 Reduced 4.96%
IYW Ishares Dj Us Tech ETF	$0	$1.78 Million 0.02% of portfolio	10,275	Q2 2025 Reduced 41.43%
VTV Vanguard Value ETF	$0	$1.73 Million 0.02% of portfolio	9,791	Q2 2025 Added 30.41%
IVE Ishares S&P 500 Value ETF	$0	$1.71 Million 0.02% of portfolio	8,733	Q2 2025 Reduced 3.83%
IVW Ishares S&P 500 Growth ETF	$0	$1.68 Million 0.02% of portfolio	15,298	Q2 2025 Reduced 1.48%
VEA Vanguard Ftse Developed Market	$0	$1.67 Million 0.02% of portfolio	29,319	Q2 2025 Reduced 3.34%
VUG Vanguard Growth ETF	$0	$1.64 Million 0.02% of portfolio	3,743	Q2 2025 Reduced 6.26%
IWB Ishares Tr Russell 1000 ETF	$0	$1.63 Million 0.02% of portfolio	4,790	Q2 2025 Added 16.55%
MGK Vanguard Mega Cap Growth ETF	$0	$1.3 Million 0.02% of portfolio	3,548	Q2 2025 Reduced 1.06%
DFAC Dimensional ETF Tr U S Core Eq	$0	$1.3 Million 0.02% of portfolio	36,213	Q2 2025 Reduced -0.0%
SCHA Schwab Strategic Tr Us Small C	$0	$1.28 Million 0.01% of portfolio	50,678	Q4 2024 Added 92.96%
XLK Technology Sector Spdr	$0	$1.27 Million 0.01% of portfolio	4,999	Q2 2025 Reduced 4.71%
VXUS Vanguard Star Fd Vanguard Tota	$0	$1.16 Million 0.01% of portfolio	16,737	Q2 2025 New
QQQ Invesco Qqq Trust, Series 1	$0	$1.06 Million 0.01% of portfolio	1,915	Q2 2025 Reduced 17.67%
SCHM Schwab Strategic U.S. Mid Cap	$0	$1.04 Million 0.01% of portfolio	37,047	Q2 2025 Added 0.24%
IJH Ishares Core S&P Mid Cap ETF	$0	$1.03 Million 0.01% of portfolio	16,531	Q2 2025 Added 38.8%
IUSG Ishares Core S&P U.S Growth Et	$0	$993,000 0.01% of portfolio	6,606	Q2 2025 Reduced 4.95%
QUAL Ishares Msci Usa Quality Facto	$0	$940,000 0.01% of portfolio	5,143	Q1 2025 New
VGT Vanguard Information Technolog	$0	$807,000 0.01% of portfolio	1,218	Q2 2025 Added 15.56%
IWR Ishares Russell Mid Cap ETF	$0	$803,000 0.01% of portfolio	8,738	Q2 2025 Reduced 32.75%
VT Vanguard Total World Stk Index	$0	$802,000 0.01% of portfolio	6,247	Q2 2025 Reduced 79.09%
MGV Vanguard Mega Cap Value	$0	$679,000 0.01% of portfolio	5,181	Q2 2025 Added 3.58%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$656,000 0.01% of portfolio	16,217	Q1 2025 Reduced 5.48%
VB Vanguard Small Cap ETF	$0	$652,000 0.01% of portfolio	2,754	Q2 2025 Added 11.09%
IJR Ishares Core S&P Sm Cap ETF	$0	$638,000 0.01% of portfolio	5,845	Q2 2025 Added 11.06%
VIG Vanguard Dividend Appreciation	$0	$632,000 0.01% of portfolio	3,471	Q2 2025 Added 22.3%
IDEV Ishares Core Msci Intl Develop	$0	$560,000 0.01% of portfolio	7,371	Q2 2025 Reduced 11.58%
SCHD Schwab Strategic Tr Us Dividen	$0	$552,000 0.01% of portfolio	20,851	Q2 2025 Reduced 7.22%
VXF Vanguard Extended Market ETF	$0	$525,000 0.01% of portfolio	2,727	Q1 2025 Reduced 7.81%
MGC Vanguard Mega Cap ETF	$0	$513,000 0.01% of portfolio	2,285	Q2 2025 Reduced 0.13%
IWM Ishares Russell 2000 ETF	$0	$482,000 0.01% of portfolio	2,238	Q2 2025 New
EFG Msci Eafe Growth ETF	$0	$468,000 0.01% of portfolio	4,180	Q2 2025 New
IVAL Ea Ser Tr Alpha Architect Intl	$0	$459,000 0.01% of portfolio	16,492	Q2 2025 New
DFAU Dimensional ETF Tr	$0	$452,000 0.01% of portfolio	10,680	Q4 2024 Added 93.3%
ONEQ Fidelity Nasdaq Composite Inde	$0	$442,000 0.01% of portfolio	5,529	Q2 2025 Added 3.13%
USMV Ishares Msci Usa Min Vol Facto	$0	$438,000 0.01% of portfolio	4,668	Q1 2025 Reduced 0.38%
DSI Ishares Msci Kld 400 Social Et	$0	$436,000 0.01% of portfolio	3,754	Q2 2024 New
IWD Ishares Russell 1000 Val ETF	$0	$432,000 0.01% of portfolio	2,226	Q2 2025 Added 49.7%
FDN First Tr Fd Dow Jones	$0	$418,000 0.0% of portfolio	1,553	Q3 2024 Added 1.77%
VBR Vanguard Small Cap Value ETF	$0	$403,000 0.0% of portfolio	2,069	Q2 2025 Reduced 0.43%
GSEW Goldman Sachs Tr Eql Weight Us	$0	$398,000 0.0% of portfolio	4,882	Q2 2025 Reduced 15.08%
VONG Vanguard Russell 1000 Growth E	$0	$358,000 0.0% of portfolio	3,287	Q2 2025 Reduced 0.24%
IEMG Ishares Inc	$0	$351,000 0.0% of portfolio	6,548	Q2 2025 Added 0.48%

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