Vsm Wealth Advisory, LLC ETFs

Vsm Wealth Advisory, LLC

$278 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DYNF Blackrock ETF Tr U S Equity Fa	$0	$20.5 Million 0.01% of portfolio	421	Q4 2024 New
VAW Vanguard Materials ETF	$0	$20.2 Million 0.01% of portfolio	107	Q4 2024 New
PSI Invesco Exchange Traded Fd Tr	$0	$20.1 Million 0.01% of portfolio	425	Q4 2024 New
MBB Ishares Tr	$0	$17.2 Million 0.01% of portfolio	183	Q1 2025 New
IXUS Ishares Tr	$0	$17.1 Million 0.01% of portfolio	245	Q4 2024 New
SOXX Ishares Semiconductor ETF	$0	$16.9 Million 0.01% of portfolio	90	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$16.9 Million 0.01% of portfolio	290	Q4 2024 New
IUSV Ishares Core S&P U.S. Value Et	$0	$16.1 Million 0.01% of portfolio	174	Q4 2024 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$15.8 Million 0.01% of portfolio	309	Q1 2025 New
FICS First Tr Exchange Traded Fd Vi	$0	$15 Million 0.01% of portfolio	410	Q4 2024 New
EIS Ishares Inc Mcsi Israel ETF	$0	$14.9 Million 0.01% of portfolio	200	Q4 2024 New
RDVY First Trust Rising Dividend Ac	$0	$14.1 Million 0.01% of portfolio	240	Q4 2024 New
JEPI J P Morgan Exchange Traded Fd	$0	$13.3 Million 0.0% of portfolio	233	Q1 2025 Added 5.91%
PAVE Global X Fds Us Infrastructure	$0	$12.6 Million 0.0% of portfolio	334	Q4 2024 New
IJK Ishares S&P Midcap 400 Growth	$0	$12 Million 0.0% of portfolio	144	Q1 2025 New
SCHD Schwab Strategic Tr Us Dividen	$0	$11.7 Million 0.0% of portfolio	417	Q1 2025 Added 0.72%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$11.4 Million 0.0% of portfolio	290	Q1 2025 New
IJT Ishares S&P Small Cap 600 Grow	$0	$11 Million 0.0% of portfolio	88	Q4 2024 New
SCHK Schwab Strategic Tr 1000 Index	$0	$10.8 Million 0.0% of portfolio	401	Q1 2025 Added 0.25%
DFAR Dimensional ETF Tr Dimensional	$0	$10.7 Million 0.0% of portfolio	451	Q1 2025 Reduced 71.44%
IDU Ishares Tr U S Utils ETF	$0	$10.2 Million 0.0% of portfolio	101	Q1 2025 Added 32.89%
MLPX Global X Mlp & Energy Infrastr	$0	$9.51 Million 0.0% of portfolio	149	Q1 2025 Added 1.36%
IBHF Ishares Tr Ibonds 2026 Term Hi	$0	$8.92 Million 0.0% of portfolio	384	Q4 2024 New
SPYD Spdr Portfolio S&P 500 High Di	$0	$8.85 Million 0.0% of portfolio	200	Q4 2024 New
IBHE Ishares Ibonds 2025 Term High	$0	$8.79 Million 0.0% of portfolio	378	Q4 2024 New
RWL Invesco Exchange Traded Fd Tr	$0	$7.91 Million 0.0% of portfolio	80	Q1 2025 New
FXI Ishares Tr	$0	$7.84 Million 0.0% of portfolio	219	Q4 2024 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$6.74 Million 0.0% of portfolio	58	Q4 2024 New
XLE Energy Sector Spdr	$0	$6.02 Million 0.0% of portfolio	64	Q4 2024 New
XLRE Select Sector Spdr Tr Real Est	$0	$5.85 Million 0.0% of portfolio	140	Q1 2025 New
VTWO Vanguard Russell 2000 ETF	$0	$4.98 Million 0.0% of portfolio	62	Q4 2024 New
HNDL Strategy Shs	$0	$4.89 Million 0.0% of portfolio	232	Q1 2025 Added 3.57%
TSPA T Rowe Price ETF Inc Us Equity	$0	$4.29 Million 0.0% of portfolio	122	Q1 2025 New
JETS ETF Ser Solutions U S Global J	$0	$4.19 Million 0.0% of portfolio	202	Q4 2024 New
LIT Global X Fds Global X Lithium	$0	$3.99 Million 0.0% of portfolio	103	Q4 2024 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$3.81 Million 0.0% of portfolio	18	Q1 2025 Added 125.0%
IHAK Ishares Tr Cybersecurity & Tec	$0	$3.48 Million 0.0% of portfolio	74	Q4 2024 New
IWR Ishares Russell Mid Cap ETF	$0	$3.32 Million 0.0% of portfolio	39	Q4 2024 New
EAGG Ishares Esg Aware U.S. Aggrega	$0	$3.17 Million 0.0% of portfolio	67	Q1 2025 Added 1.52%
VONE Vanguard Russell 1000 ETF	$0	$2.56 Million 0.0% of portfolio	10	Q4 2024 New
VOT Vanguard Mid Cap Growth Index	$0	$2.45 Million 0.0% of portfolio	10	Q1 2025 New
DFAT Dimensional ETF Tr U S Target	$0	$2.09 Million 0.0% of portfolio	41	Q1 2025 New
CGW Invesco ETF Tr Ii S&P Global W	$0	$1.39 Million 0.0% of portfolio	25	Q1 2025 New
NLR Vaneck ETF Tr Uranium+Nuclear	$0	$879,000 0.0% of portfolio	12	Q1 2025 New
VNQI Vanguard Global Ex U.S. Real	$0	$809,000 0.0% of portfolio	20	Q1 2025 Reduced 96.58%
DIG Proshares Ultra Oil & Gas	$0	$338,000 0.0% of portfolio	8	Q4 2024 New
MUB Ishares National Muni Bond ETF	$0	$105,000 0.0% of portfolio	1	Q1 2025 New
MSOS Advisorshares Tr Pure Us Canna	$0	$3,000 0.0% of portfolio	1	Q4 2024 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vsm Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vsm Wealth Advisory, LLC with notifications on news.