Wealth Advisory Team LLC ETFs

Wealth Advisory Team LLC

$107 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
ACIO ETF Ser Solutions Aptus Collar	$0	$14.7 Billion 13.79% of portfolio	356,175	Q2 2025 New
DRSK ETF Ser Solutions Aptus Define	$0	$11.4 Billion 10.68% of portfolio	397,185	Q2 2025 New
DFUS Dimensional ETF Tr U S Equity	$0	$10.1 Billion 9.46% of portfolio	150,970	Q2 2025 New
DBEF Xtrackers Msci Eafe Hedged Equ	$0	$9.5 Billion 8.89% of portfolio	217,257	Q2 2025 New
UCON First Tr ETF Viii Tcw Unconstr	$0	$7.83 Billion 7.33% of portfolio	314,692	Q2 2025 New
VYM Vanguard Whitehall Fds (Vangua	$0	$6.76 Billion 6.33% of portfolio	50,738	Q2 2025 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$6.59 Billion 6.17% of portfolio	85,264	Q2 2025 New
UITB Usaa ETF Tr Core Intermediate	$0	$6.03 Billion 5.64% of portfolio	128,176	Q2 2025 New
VONG Vanguard Russell 1000 Growth E	$0	$4.86 Billion 4.54% of portfolio	44,492	Q2 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$4.5 Billion 4.2% of portfolio	90,894	Q2 2025 New
XMHQ Invesco Exchange Traded Fd Tr	$0	$3.3 Billion 3.09% of portfolio	33,613	Q2 2025 New
USSG Dbx ETF Tr Xtrackers Msci Usa	$0	$2.74 Billion 2.56% of portfolio	48,089	Q2 2025 New
ESGD Ishares Trust Ishares Esg Awar	$0	$2.51 Billion 2.34% of portfolio	28,079	Q2 2025 New
NULG Nuveen Esg Large Cap Growth Et	$0	$2.24 Billion 2.09% of portfolio	23,810	Q2 2025 New
ESGE Ishares, Inc. Ishares Esg Awar	$0	$1.18 Billion 1.1% of portfolio	30,094	Q2 2025 New
DSI Ishares Msci Kld 400 Social Et	$0	$1.13 Billion 1.06% of portfolio	9,724	Q2 2025 New
CGW Invesco ETF Tr Ii S&P Global W	$0	$1.09 Billion 1.02% of portfolio	17,495	Q2 2025 New
ESML Ishares Esg Aware Msci Usa Sma	$0	$1.07 Billion 1.0% of portfolio	25,986	Q2 2025 New
FNDF Schwab Fundamental Intl Large	$0	$991 Million 0.93% of portfolio	24,766	Q2 2025 New
XJH Ishares Tr Esg Screened S&P Mi	$0	$706 Million 0.66% of portfolio	17,010	Q2 2025 New
FNDX Schwab Fundamental U S Large C	$0	$692 Million 0.65% of portfolio	28,219	Q2 2025 New
SCHG Schwab Strategic Tr Us Large C	$0	$559 Million 0.52% of portfolio	19,126	Q2 2025 New
SUSB Ishares Tr Ishares Esg Aware 1	$0	$558 Million 0.52% of portfolio	22,151	Q2 2025 New
EAGG Ishares Esg Aware U.S. Aggrega	$0	$551 Million 0.52% of portfolio	11,584	Q2 2025 New
ISCF Ishares Msci Intl Small Cap Mu	$0	$471 Million 0.44% of portfolio	12,141	Q2 2025 New
CEMB Ishares J.P. Morgan Em Corpora	$0	$446 Million 0.42% of portfolio	9,821	Q2 2025 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$388 Million 0.36% of portfolio	1,391	Q2 2025 New
GSY Invesco Actively Mngd ETF Tr U	$0	$355 Million 0.33% of portfolio	7,079	Q2 2025 New
GRNB Vaneck ETF Tr Green Bd ETF	$0	$284 Million 0.27% of portfolio	11,713	Q2 2025 New
IJJ Ishares S&P Midcap 400 Value E	$0	$254 Million 0.24% of portfolio	2,057	Q2 2025 New
XLRE Select Sector Spdr Tr Real Est	$0	$248 Million 0.23% of portfolio	5,991	Q2 2025 New
EWRE Invesco S&P 500 Equal Weight R	$0	$201 Million 0.19% of portfolio	5,747	Q2 2025 New

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Wealth Advisory Team LLC ETFs

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