Vertex Planning Partners, LLC ETFs

Vertex Planning Partners, LLC

$479 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DEW Wisdomtree Tr Global High Divi	$0	$290 Million 0.06% of portfolio	5,069	Q2 2025 Reduced 7.13%
MMIT Indexiq Active ETF Tr Iq Macka	$0	$270 Million 0.06% of portfolio	11,335	Q1 2025 Added 8.4%
IXUS Ishares Tr	$0	$269 Million 0.06% of portfolio	3,481	Q2 2025 Added 19.21%
ESGU Ishares Trust Ishares Esg Awar	$0	$260 Million 0.05% of portfolio	1,919	Q2 2025 Added 0.37%
VYM Vanguard Whitehall Fds (Vangua	$0	$254 Million 0.05% of portfolio	1,907	Q1 2025 Reduced 9.02%
DFAT Dimensional ETF Tr U S Target	$0	$248 Million 0.05% of portfolio	4,602	Q2 2025 Added 15.95%
MUST Columbia ETF Tr I Multi Sector	$0	$247 Million 0.05% of portfolio	12,294	Q2 2025 Added 1.44%
VGK Vanguard Ftse Europe ETF Ftse	$0	$245 Million 0.05% of portfolio	3,155	Q2 2025 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$244 Million 0.05% of portfolio	429	Q2 2025 Reduced 23.8%
GLTR Abrdn Precious Metals Basket ETF Trust	$2.05B	$243 Million 0.05% of portfolio	1,758	Q2 2025 Reduced 8.96%
IWM Ishares Russell 2000 ETF	$0	$241 Million 0.05% of portfolio	1,117	Q2 2025 Added 0.18%
IYK Ishares U.S. Consumer Staples	$0	$237 Million 0.05% of portfolio	3,368	Q1 2025 Reduced 1.92%
BLOK Amplify ETF Tr Trnsformational	$0	$228 Million 0.05% of portfolio	4,000	Q2 2025 New
LCTU Blackrock ETF Tr Us Carbon Tra	$0	$222 Million 0.05% of portfolio	3,297	Q2 2025 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$221 Million 0.05% of portfolio	792	Q2 2025 New
IDU Ishares Tr U S Utils ETF	$0	$218 Million 0.05% of portfolio	2,081	Q2 2025 Reduced 12.42%
VONG Vanguard Russell 1000 Growth E	$0	$217 Million 0.05% of portfolio	1,986	Q2 2025 New
GOVT Ishares U.S. Treasury Bond ETF	$0	$213 Million 0.04% of portfolio	9,277	Q2 2025 New
QTEC First Trust Nasdaq 100 Technol	$0	$213 Million 0.04% of portfolio	1,000	Q2 2025 New
DLN Wisdomtree Tr U.S Largecap Div	$0	$208 Million 0.04% of portfolio	2,533	Q2 2025 Added 0.12%
CGGO Capital Group Global Growth Eq	$0	$206 Million 0.04% of portfolio	6,443	Q2 2025 New
DFAI Dimensional ETF Tr	$0	$201 Million 0.04% of portfolio	5,813	Q2 2025 New

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