Vest Gen Advisors, LLC ETFs

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ARGT Global X Msci Argentina ETF	$0	$2.08 Billion 0.09% of portfolio	25,783	Q1 2025 New
XMHQ Invesco Exchange Traded Fd Tr	$0	$2.06 Billion 0.09% of portfolio	22,532	Q1 2025 New
EFG Msci Eafe Growth ETF	$0	$2 Billion 0.09% of portfolio	19,996	Q1 2025 New
HEFA Ishares Currency Hedged Msci E	$0	$1.97 Billion 0.09% of portfolio	54,252	Q1 2025 New
JMBS Janus Detroit Str Tr Henderson	$0	$1.96 Billion 0.09% of portfolio	43,331	Q1 2025 New
XSMO Invesco S&P Smallcap Momentum	$0	$1.93 Billion 0.09% of portfolio	30,834	Q1 2025 New
IAK Ishares Tr	$0	$1.9 Billion 0.09% of portfolio	13,776	Q1 2025 New
ITA Ishares Tr	$0	$1.89 Billion 0.09% of portfolio	12,340	Q1 2025 New
IYG Ishares Tr	$0	$1.8 Billion 0.08% of portfolio	22,945	Q1 2025 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$1.8 Billion 0.08% of portfolio	23,487	Q1 2025 New
BLV Vanguard Bd Index Fd Inc Long	$0	$1.68 Billion 0.08% of portfolio	23,812	Q1 2025 New
XLI Industrial Sector Spdr	$0	$1.67 Billion 0.08% of portfolio	12,714	Q1 2025 New
IWB Ishares Tr Russell 1000 ETF	$0	$1.59 Billion 0.07% of portfolio	5,190	Q1 2025 New
FEMS First Trust Emerging Markets S	$0	$1.58 Billion 0.07% of portfolio	42,641	Q1 2025 New
UCON First Tr ETF Viii Tcw Unconstr	$0	$1.55 Billion 0.07% of portfolio	62,438	Q1 2025 New
BSMU Invesco Exchange Self Ind Tr	$0	$1.53 Billion 0.07% of portfolio	70,898	Q1 2025 New
IWN Ishares Russell2000 Val ETF	$0	$1.51 Billion 0.07% of portfolio	9,987	Q1 2025 New
DVY Ishares Tr	$0	$1.45 Billion 0.07% of portfolio	10,761	Q1 2025 New
ESGU Ishares Trust Ishares Esg Awar	$0	$1.44 Billion 0.07% of portfolio	11,847	Q1 2025 New
SPHQ Invesco Exchange Traded Fd Tr	$0	$1.43 Billion 0.06% of portfolio	21,498	Q1 2025 New
DXJ Wisdomtree Trust Japan Hedged	$0	$1.42 Billion 0.06% of portfolio	12,888	Q1 2025 New
PJAN Innovator U.S. Equity Power Bu	$0	$1.39 Billion 0.06% of portfolio	33,531	Q1 2025 New
OMFS Invesco Exchange Traded Self I	$0	$1.34 Billion 0.06% of portfolio	35,343	Q1 2025 New
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$1.34 Billion 0.06% of portfolio	64,840	Q1 2025 New
XLE Energy Sector Spdr	$0	$1.33 Billion 0.06% of portfolio	14,201	Q1 2025 New
USFR Wisdomtree Floating Rate Treas	$0	$1.32 Billion 0.06% of portfolio	26,296	Q1 2025 New
EFA Ishares Tr Msci Eafe ETF	$0	$1.32 Billion 0.06% of portfolio	16,093	Q1 2025 New
SUSA Ishares Tr Msci Usa Esg Select	$0	$1.28 Billion 0.06% of portfolio	11,176	Q1 2025 New
XLV Select Sector Spdr Fund Health	$0	$1.22 Billion 0.06% of portfolio	8,355	Q1 2025 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$1.21 Billion 0.05% of portfolio	8,899	Q1 2025 New
XLF Financial Sector Spdr	$0	$1.2 Billion 0.05% of portfolio	24,016	Q1 2025 New
DIVO Amplify ETF Tr Amplify Cwp Enh	$0	$1.18 Billion 0.05% of portfolio	29,054	Q1 2025 New
MLPX Global X Mlp & Energy Infrastr	$0	$1.15 Billion 0.05% of portfolio	18,024	Q1 2025 New
NLR Vaneck ETF Tr Uranium+Nuclear	$0	$1.13 Billion 0.05% of portfolio	15,479	Q1 2025 New
HYG Ishares Tr	$0	$1.09 Billion 0.05% of portfolio	13,862	Q1 2025 New
JEPI J P Morgan Exchange Traded Fd	$0	$1.09 Billion 0.05% of portfolio	19,078	Q1 2025 New
DGRO Ishares Core Dividend Growth E	$0	$1.08 Billion 0.05% of portfolio	17,557	Q1 2025 New
SCHD Schwab Strategic Tr Us Dividen	$0	$1.08 Billion 0.05% of portfolio	38,609	Q1 2025 New
HDV Ishares Core High Dividend ETF	$0	$1.07 Billion 0.05% of portfolio	8,795	Q1 2025 New
SCHG Schwab Strategic Tr Us Large C	$0	$1.06 Billion 0.05% of portfolio	42,408	Q1 2025 New
NULV Nuveen Esg Large Cap Value ETF	$0	$1.04 Billion 0.05% of portfolio	25,581	Q1 2025 New
TOTL Ssga Active ETF Tr Spdr Doblel	$0	$1.02 Billion 0.05% of portfolio	25,300	Q1 2025 New
USRT Ishares Core U.S. Reit ETF	$0	$994 Million 0.05% of portfolio	17,256	Q1 2025 New
GDX Vaneck ETF Tr Gold Miners ETF	$0	$992 Million 0.05% of portfolio	21,583	Q1 2025 New
VSGX Vanguard World Fd Esg Intl Stk	$0	$986 Million 0.04% of portfolio	16,720	Q1 2025 New
BLDG Cambria ETF Tr Global Real Est	$0	$980 Million 0.04% of portfolio	40,879	Q1 2025 New
VGT Vanguard Information Technolog	$0	$943 Million 0.04% of portfolio	1,738	Q1 2025 New
BSMP Invesco Bulletshares 2025 Muni	$0	$937 Million 0.04% of portfolio	38,257	Q1 2025 New
IJT Ishares S&P Small Cap 600 Grow	$0	$936 Million 0.04% of portfolio	7,521	Q1 2025 New
MUB Ishares National Muni Bond ETF	$0	$920 Million 0.04% of portfolio	8,729	Q1 2025 New

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