Wedmont Private Capital ETFs

Wedmont Private Capital

$1.88 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SCHJ Schwab Strategic Tr 1 5 Yr C	$0	$545,000 0.03% of portfolio	22,389	Q4 2024 Added 63.14%
XLY Select Sector Spdr Consumer Di	$0	$538,000 0.03% of portfolio	2,399	Q4 2024 Added 24.75%
IEUR Ishares Tr Ishares Core Msci E	$0	$529,000 0.03% of portfolio	9,808	Q4 2024 Added 4.62%
XLI Industrial Sector Spdr	$0	$504,000 0.03% of portfolio	3,832	Q4 2024 Added 0.47%
RSP Invesco S&P 500 Equal Weight E	$0	$481,000 0.03% of portfolio	2,745	Q4 2024 Added 8.76%
DFEM Dimensional ETF Tr Emerging Mk	$0	$477,000 0.03% of portfolio	18,230	Q2 2024 New
IJT Ishares S&P Small Cap 600 Grow	$0	$476,000 0.03% of portfolio	3,519	Q4 2024 Reduced 14.63%
FTEC Fidelity Covington Tr Msci Inf	$0	$475,000 0.03% of portfolio	2,574	Q4 2024 New
NTSX Wisdomtree Tr Wisdomtree U.S.	$0	$469,000 0.02% of portfolio	10,054	Q2 2024 New
VHT Vanguard Health Care ETF	$0	$465,000 0.02% of portfolio	1,835	Q4 2024 Added 12.58%
IJS Ishares S&P Smallcap 600 Value	$0	$463,000 0.02% of portfolio	4,265	Q4 2024 Reduced 12.44%
VDE Vanguard Energy ETF	$0	$458,000 0.02% of portfolio	3,780	Q4 2024 Reduced 2.35%
IHI Ishares Tr Dow Jones Us Medica	$0	$456,000 0.02% of portfolio	7,828	Q4 2024 Added 1.12%
SPYG Spdr Portfolio	$0	$452,000 0.02% of portfolio	5,150	Q4 2024 Added 16.86%
XLG Invesco Exchange Traded Fd Tr	$0	$450,000 0.02% of portfolio	9,017	Q4 2024 Added 4.89%
SCHZ Schwab Us Aggregate Bond ETF	$0	$445,000 0.02% of portfolio	19,610	Q4 2024 Added 100.0%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$434,000 0.02% of portfolio	7,153	Q4 2024 Added 0.27%
SCHV Schwab Strategic Tr Us Large C	$0	$434,000 0.02% of portfolio	16,679	Q4 2024 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$427,000 0.02% of portfolio	1,767	Q4 2024 Added 47.0%
XLB Select Sector Spdr Fd Material	$0	$422,000 0.02% of portfolio	5,027	Q4 2024 Added 1.86%
VFH Vanguard Financial ETF	$0	$410,000 0.02% of portfolio	3,479	Q4 2024 Reduced 14.42%
MTUM Ishares Msci Usa Momentum Fact	$0	$408,000 0.02% of portfolio	1,972	Q4 2024 Added 9.31%
DFUV Dimensional ETF Tr Us Marketwi	$0	$393,000 0.02% of portfolio	9,614	Q2 2024 New
PSK Spdr Ser Tr Spdr Ice Pfd Sec E	$0	$375,000 0.02% of portfolio	11,392	Q4 2024 Added 1.59%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$368,000 0.02% of portfolio	7,232	Q4 2024 Added 0.03%
FNDA Schwab Fundamental U S Small C	$0	$365,000 0.02% of portfolio	12,307	Q4 2024 Added 100.02%
DVY Ishares Tr	$0	$363,000 0.02% of portfolio	2,772	Q3 2023 Reduced 20.8%
IAUM I Shares Gold Trust Micro	$1.8B	$362,000 0.02% of portfolio	13,860	Q2 2024 New
DGS Wisdomtree Emerging Markets Sm	$0	$354,000 0.02% of portfolio	7,237	Q4 2024 Added 28.27%
DXJ Wisdomtree Trust Japan Hedged	$0	$354,000 0.02% of portfolio	3,212	Q4 2024 Reduced 5.7%
PWV Invesco Exchange Traded Fd Tr	$0	$353,000 0.02% of portfolio	6,223	Q4 2024 Added 3.72%
EFV Msci Eafe Value ETF	$0	$335,000 0.02% of portfolio	6,395	Q4 2024 Added 0.27%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$334,000 0.02% of portfolio	4,676	Q4 2023 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$332,000 0.02% of portfolio	782	Q4 2024 Reduced 45.73%
PEY Invesco Exchange Traded Fd Tr	$0	$325,000 0.02% of portfolio	15,303	Q2 2024 Reduced 0.25%
FNDF Schwab Fundamental Intl Large	$0	$321,000 0.02% of portfolio	9,693	Q4 2024 Added 0.01%
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$320,000 0.02% of portfolio	3,191	Q4 2024 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$298,000 0.02% of portfolio	524	Q4 2023 New
VTWO Vanguard Russell 2000 ETF	$0	$296,000 0.02% of portfolio	3,314	Q4 2024 Added 0.36%
JAAA Janus Detroit Str Tr Janus Hen	$0	$293,000 0.02% of portfolio	5,784	Q4 2024 New
FNDE Schwab Fundamental Emerging Mk	$0	$283,000 0.02% of portfolio	9,766	Q4 2024 Added 0.11%
DFAE Dimensional ETF Tr	$0	$280,000 0.01% of portfolio	11,075	Q2 2023 New
DES Wisdomtree Tr U.S. Smallcap Di	$0	$278,000 0.01% of portfolio	8,116	Q4 2024 Added 0.01%
MGK Vanguard Mega Cap Growth ETF	$0	$278,000 0.01% of portfolio	811	Q4 2024 Added 8.57%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$267,000 0.01% of portfolio	2,553	Q4 2024 New
SLYG Spdr S&P 600 Small Cap Growth	$0	$263,000 0.01% of portfolio	2,918	Q4 2024 New
IBB Ishares Biotechnology ETF	$0	$261,000 0.01% of portfolio	1,975	Q3 2024 Added 1.28%
EFG Msci Eafe Growth ETF	$0	$259,000 0.01% of portfolio	2,681	Q4 2024 Added 1.02%
DHS Wisdomtree Tr U.S	$0	$251,000 0.01% of portfolio	2,691	Q2 2024 New
SCHB Schwab Strategic Tr Us Broad M	$0	$250,000 0.01% of portfolio	11,054	Q4 2024 Added 195.88%

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