Wbh Advisory Inc ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FTEC Fidelity Covington Tr Msci Inf	$0	$328,000 0.03% of portfolio	1,666	Q2 2025 New
HYD Vaneck High Yield Muni ETF	$0	$319,000 0.03% of portfolio	6,356	Q2 2025 Added 24.43%
SPSB Spdr Portfolio Short Term Corp	$0	$316,000 0.03% of portfolio	10,482	Q2 2025 Reduced 4.99%
VBK Vanguard Small Cap Growth ETF	$0	$289,000 0.02% of portfolio	1,044	Q2 2025 Reduced 11.75%
GSEW Goldman Sachs Tr Eql Weight Us	$0	$283,000 0.02% of portfolio	3,480	Q2 2025 New
SPYX Spdr S&P 500 Fossil Fuel Reser	$0	$277,000 0.02% of portfolio	5,454	Q4 2023 New
ICLN Ishares	$0	$273,000 0.02% of portfolio	20,900	Q2 2025 Reduced 2.36%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$262,000 0.02% of portfolio	1,955	Q2 2025 Reduced 0.76%
IWO Ishares Russell 2000 Gwt ETF	$0	$248,000 0.02% of portfolio	871	Q2 2025 New
SPYD Spdr Portfolio S&P 500 High Di	$0	$244,000 0.02% of portfolio	5,772	Q3 2024 Reduced 9.27%
VWOB Vanguard Emerging Mkts Govt Bd	$0	$244,000 0.02% of portfolio	3,911	Q2 2025 Added 20.67%
LDUR Pimco Enhanced Low Duration Ac	$0	$242,000 0.02% of portfolio	2,529	Q2 2025 Reduced 19.92%
IWX Ishares Tr Russell 200 Value E	$0	$240,000 0.02% of portfolio	2,854	Q2 2025 Reduced 37.25%
SCHR Schwab Intermediate Term Us Tr	$0	$234,000 0.02% of portfolio	9,381	Q2 2025 Reduced 7.79%
IJJ Ishares S&P Midcap 400 Value E	$0	$233,000 0.02% of portfolio	1,893	Q2 2025 New
IYY Ishares Tr	$0	$226,000 0.02% of portfolio	1,500	Q3 2024 New
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$215,000 0.02% of portfolio	9,264	Q2 2025 New
OEF Ishares S&P 100 ETF	$0	$211,000 0.02% of portfolio	794	Q2 2025 Reduced 0.25%
STIP Ishares Barclays 0 5 Year Tips	$0	$205,000 0.02% of portfolio	2,000	Q3 2024 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$203,000 0.02% of portfolio	3,856	Q2 2025 New
ESGD Ishares Trust Ishares Esg Awar	$0	$201,000 0.02% of portfolio	2,258	Q2 2025 New
ISTB Ihares Core 1 5 Years Usd Bond	$0	$200,000 0.02% of portfolio	4,131	Q2 2025 Reduced 4.88%
PSJ Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	4,551	Q2 2025 New

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