Wetherby Asset Management Inc ETFs

Wetherby Asset Management Inc

$2.19 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
TLH Ishares Barclays 10 20 Yr Trea	$0	$285,000 0.01% of portfolio	2,809	Q2 2025 New
VNM Vaneck Vietnam ETF	$0	$285,000 0.01% of portfolio	20,776	Q4 2022 Added 42.73%
AIQ Global X Funds Global X Artifi	$0	$280,000 0.01% of portfolio	6,431	Q2 2025 Added 0.39%
BSV Vanguard Bd Index Fd Inc Short	$0	$277,000 0.01% of portfolio	3,528	Q2 2025 Reduced 73.1%
DFIV Dimensional ETF Tr	$0	$275,000 0.01% of portfolio	6,443	Q1 2023 New
GBTC Grayscale Bitcoin Trust (Btc)	$54.6B	$272,000 0.01% of portfolio	3,210	Q4 2024 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$265,000 0.01% of portfolio	4,211	Q2 2025 New
EWJ Ishares Msci Japan ETF	$0	$262,000 0.01% of portfolio	3,500	Q2 2024 Added 7.86%
CWI Spdr Ser Tr Spdr Msci Acwi Ex	$0	$260,000 0.01% of portfolio	7,979	Q2 2025 Added 8.5%
VGIT Vanguard Intermediate Term Tre	$0	$260,000 0.01% of portfolio	4,360	Q2 2025 Added 12.55%
XSVM Invesco S&P Smallcap Value Wit	$0	$259,000 0.01% of portfolio	5,000	Q2 2024 New
VOOG Vanguard S&P 500 Growth ETF	$0	$242,000 0.01% of portfolio	611	Q2 2024 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$237,000 0.01% of portfolio	4,508	Q3 2022 Added 10.49%
VOE Vanguard Mid Cap Value Index F	$0	$225,000 0.01% of portfolio	1,371	Q2 2025 Reduced 12.73%
GLTR Abrdn Precious Metals Basket ETF Trust	$2.01B	$222,000 0.01% of portfolio	1,609	Q2 2025 New
VSGX Vanguard World Fd Esg Intl Stk	$0	$222,000 0.01% of portfolio	3,392	Q2 2025 Reduced 15.96%
SCHA Schwab Strategic Tr Us Small C	$0	$220,000 0.01% of portfolio	8,713	Q2 2025 Reduced 18.3%
VONG Vanguard Russell 1000 Growth E	$0	$217,000 0.01% of portfolio	1,988	Q2 2025 New
EFG Msci Eafe Growth ETF	$0	$216,000 0.01% of portfolio	1,934	Q2 2025 Reduced 10.83%
FDN First Tr Fd Dow Jones	$0	$216,000 0.01% of portfolio	805	Q2 2025 New
SCHX Schwab Strategic Tr Us Large C	$0	$213,000 0.01% of portfolio	8,729	Q2 2025 New
PTLC Pacer Fds Tr Trendpilot Us Lar	$0	$211,000 0.01% of portfolio	4,168	Q2 2024 New
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$206,000 0.01% of portfolio	2,055	Q2 2025 New
RLTY Cohen & Steers Real Estate Opportunities & Income Fund	$0	$191,000 0.01% of portfolio	12,609	Q2 2025 New
WINN Harbor ETF Tr Harbor Long Term	$0	$188,000 0.01% of portfolio	7,402	Q2 2025 Added 0.49%
WDI Western Asset Diversified Income Fund	$0	$169,000 0.01% of portfolio	11,400	Q1 2024 New
SDS Proshares Tr Ultrashort S&P 50	$0	$166,000 0.01% of portfolio	10,000	Q1 2022 New

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