Wealth Preservation Advisors, LLC ETFs

Wealth Preservation Advisors, LLC

$140 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VTV Vanguard Value ETF	$0	$4.37 Billion 3.12% of portfolio	25,283	Q1 2025 New
VUG Vanguard Growth ETF	$0	$2.16 Billion 1.55% of portfolio	5,835	Q1 2025 New
VOE Vanguard Mid Cap Value Index F	$0	$2.14 Billion 1.53% of portfolio	13,335	Q1 2025 New
SPY Spdr S&P 500 ETF Trust	$0	$1.49 Billion 1.06% of portfolio	2,661	Q1 2025 New
HEFA Ishares Currency Hedged Msci E	$0	$1.42 Billion 1.02% of portfolio	39,259	Q1 2025 New
DFSV Dimensional ETF Tr Dimensional	$0	$1.34 Billion 0.96% of portfolio	47,618	Q1 2025 New
VOT Vanguard Mid Cap Growth Index	$0	$725 Million 0.52% of portfolio	2,962	Q1 2025 New
VBR Vanguard Small Cap Value ETF	$0	$698 Million 0.5% of portfolio	3,746	Q1 2025 New
XLF Financial Sector Spdr	$0	$608 Million 0.43% of portfolio	12,201	Q1 2025 New
EFA Ishares Tr Msci Eafe ETF	$0	$568 Million 0.41% of portfolio	6,953	Q1 2025 New
HEEM Ishares Currency Hedged Msci E	$0	$493 Million 0.35% of portfolio	17,573	Q1 2025 New
GLD Spdr Gold Trust	$103B	$480 Million 0.34% of portfolio	1,665	Q1 2025 New
SCHV Schwab Strategic Tr Us Large C	$0	$449 Million 0.32% of portfolio	16,886	Q1 2025 New
IVW Ishares S&P 500 Growth ETF	$0	$417 Million 0.3% of portfolio	4,493	Q1 2025 New
VYM Vanguard Whitehall Fds (Vangua	$0	$374 Million 0.27% of portfolio	2,903	Q1 2025 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$366 Million 0.26% of portfolio	18,484	Q1 2025 New
VBK Vanguard Small Cap Growth ETF	$0	$302 Million 0.22% of portfolio	1,198	Q1 2025 New
IJJ Ishares S&P Midcap 400 Value E	$0	$298 Million 0.21% of portfolio	2,489	Q1 2025 New
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$283 Million 0.2% of portfolio	5,447	Q1 2025 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$258 Million 0.18% of portfolio	4,063	Q1 2025 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$222 Million 0.16% of portfolio	3,161	Q1 2025 New
IJH Ishares Core S&P Mid Cap ETF	$0	$195 Million 0.14% of portfolio	3,347	Q1 2025 New
SHV Ishares Tr	$0	$181 Million 0.13% of portfolio	1,643	Q1 2025 New
IJK Ishares S&P Midcap 400 Growth	$0	$177 Million 0.13% of portfolio	2,131	Q1 2025 New
DXJ Wisdomtree Trust Japan Hedged	$0	$177 Million 0.13% of portfolio	1,610	Q1 2025 New
DFAU Dimensional ETF Tr	$0	$176 Million 0.13% of portfolio	4,567	Q1 2025 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$140 Million 0.1% of portfolio	333	Q1 2025 New
IJR Ishares Core S&P Sm Cap ETF	$0	$139 Million 0.1% of portfolio	1,326	Q1 2025 New
IVE Ishares S&P 500 Value ETF	$0	$128 Million 0.09% of portfolio	672	Q1 2025 New
SPYD Spdr Portfolio S&P 500 High Di	$0	$128 Million 0.09% of portfolio	2,891	Q1 2025 New
IWM Ishares Russell 2000 ETF	$0	$121 Million 0.09% of portfolio	606	Q1 2025 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$102 Million 0.07% of portfolio	3,087	Q1 2025 New
MOAT Vaneck Morningstar Wide Moat E	$0	$81.6 Million 0.06% of portfolio	928	Q1 2025 New
IXN Ishares Global Information Tec	$0	$81.4 Million 0.06% of portfolio	1,075	Q1 2025 New
IEFA Ishares Tr	$0	$78.6 Million 0.06% of portfolio	1,039	Q1 2025 New
IVV Ishares Core S&P 500 ETF	$0	$75.9 Million 0.05% of portfolio	135	Q1 2025 New
VO Vanguard Mid Cap ETF	$0	$75.5 Million 0.05% of portfolio	292	Q1 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$71.7 Million 0.05% of portfolio	1,584	Q1 2025 New
GDX Vaneck ETF Tr Gold Miners ETF	$0	$70.3 Million 0.05% of portfolio	1,529	Q1 2025 New
SPGP Invesco Exchange Traded Fd Tr	$0	$66.1 Million 0.05% of portfolio	662	Q1 2025 New
VB Vanguard Small Cap ETF	$0	$65.3 Million 0.05% of portfolio	295	Q1 2025 New
CWB Spdr Bloomberg Convertible Sec	$0	$61.3 Million 0.04% of portfolio	800	Q1 2025 New
GDXJ Vaneck ETF Tr Jr Gold Miners E	$0	$58.6 Million 0.04% of portfolio	1,025	Q1 2025 New
IWD Ishares Russell 1000 Val ETF	$0	$57.2 Million 0.04% of portfolio	304	Q1 2025 New
DFAI Dimensional ETF Tr	$0	$54.9 Million 0.04% of portfolio	1,759	Q1 2025 New
IWO Ishares Russell 2000 Gwt ETF	$0	$54.7 Million 0.04% of portfolio	214	Q1 2025 New
IJT Ishares S&P Small Cap 600 Grow	$0	$54.5 Million 0.04% of portfolio	438	Q1 2025 New
FITE Spdr S&P Kensho Future Securit	$0	$53.4 Million 0.04% of portfolio	851	Q1 2025 New
VAW Vanguard Materials ETF	$0	$52.1 Million 0.04% of portfolio	276	Q1 2025 New
IMCB Ishares Morningstar Mid Cap Et	$0	$52 Million 0.04% of portfolio	702	Q1 2025 New

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