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
PBE Invesco Exchange Traded Fd Tr	$0	$320 Million 0.01% of portfolio	5,050	Q1 2025 New
FTHI First Trust Exchange Traded Fd	$0	$320 Million 0.01% of portfolio	14,636	Q1 2025 New
BND Vanguard Bd Index Fd Inc Total	$0	$320 Million 0.01% of portfolio	4,351	Q1 2025 New
IUSB Ishares Core Total Usd Bond Ma	$0	$316 Million 0.01% of portfolio	6,860	Q1 2025 New
AIQ Global X Funds Global X Artifi	$0	$314 Million 0.01% of portfolio	8,619	Q1 2025 New
VEU Vanguard Ftse All World Ex Us	$0	$313 Million 0.01% of portfolio	5,161	Q1 2025 New
EEMV Ishares Msci Emerging Markets	$0	$312 Million 0.01% of portfolio	5,356	Q1 2025 New
XT Ishares Tr Exponential Technol	$0	$307 Million 0.01% of portfolio	5,327	Q1 2025 New
BMAR Innovator U.S. Equity Buffer E	$0	$301 Million 0.01% of portfolio	6,601	Q1 2025 New
BSJT Invesco Self Indexed Fd Tr Bul	$0	$295 Million 0.01% of portfolio	14,005	Q1 2025 New
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$291 Million 0.01% of portfolio	3,888	Q1 2025 New
TIP Ishares Tr Tips Bd ETF	$0	$276 Million 0.01% of portfolio	2,481	Q1 2025 New
PREF Principal Spectrum Pfd Secs Ac	$0	$275 Million 0.01% of portfolio	14,694	Q1 2025 New
PGX Invesco ETF Tr Ii Pfd ETF	$0	$274 Million 0.01% of portfolio	24,423	Q1 2025 New
LVHD Franklin U.S. Low Volatility H	$0	$273 Million 0.01% of portfolio	6,674	Q1 2025 New
QLC Flexshares Tr Us Quality Large	$0	$270 Million 0.01% of portfolio	4,234	Q1 2025 New
TLT Ishares Barclays 20+ Year Trea	$0	$265 Million 0.01% of portfolio	2,907	Q1 2025 New
QQEW First Tr Nasdaq 100 Equal Weig	$0	$262 Million 0.01% of portfolio	2,163	Q1 2025 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$260 Million 0.01% of portfolio	6,306	Q1 2025 New
GBTC Grayscale Bitcoin Trust (Btc)	$52.1B	$258 Million 0.01% of portfolio	3,956	Q1 2025 New
EMB Ishares Tr	$0	$251 Million 0.01% of portfolio	2,768	Q1 2025 New
SHM Spdr Nuveen Bloomberg Short Te	$0	$243 Million 0.01% of portfolio	5,104	Q1 2025 New
NUMV Nuveen Esg Mid Cap Value ETF	$0	$232 Million 0.01% of portfolio	6,774	Q1 2025 New
IXN Ishares Global Information Tec	$0	$230 Million 0.01% of portfolio	3,036	Q1 2025 New
IAGG Ishares Tr Core Intl Aggregate	$0	$229 Million 0.01% of portfolio	4,571	Q1 2025 New
FDEC First Tr Ex Tr Fd Viii Ft Cboe	$0	$224 Million 0.01% of portfolio	5,162	Q1 2025 New
DFAS Dimensional ETF Tr U S Small C	$0	$218 Million 0.01% of portfolio	3,641	Q1 2025 New
VOT Vanguard Mid Cap Growth Index	$0	$208 Million 0.01% of portfolio	852	Q1 2025 New
PMAR Innovator U.S. Equity Power Bu	$0	$205 Million 0.01% of portfolio	5,132	Q1 2025 New
PEJ Invesco Exchange Traded Fd Tr	$0	$203 Million 0.01% of portfolio	4,175	Q1 2025 New
LQD Ishares Iboxx $ Investment Gra	$0	$201 Million 0.01% of portfolio	1,845	Q1 2025 New

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