Whipplewood Advisors, LLC ETFs

Whipplewood Advisors, LLC

$176 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
EDV Vanguard Extended Duration Tre	$0	$303 Million 0.17% of portfolio	4,476	Q4 2024 New
RDVY First Trust Rising Dividend Ac	$0	$290 Million 0.16% of portfolio	4,907	Q4 2024 New
SEIV Sei Exchange Traded Fds Enhanc	$0	$273 Million 0.15% of portfolio	8,230	Q4 2024 New
SEIM Sei Exchange Traded Fds Enhncd	$0	$270 Million 0.15% of portfolio	6,994	Q4 2024 New
VTWO Vanguard Russell 2000 ETF	$0	$270 Million 0.15% of portfolio	3,018	Q4 2024 New
SMMU Pimco ETF Tr Sht Term Mun Bd A	$0	$269 Million 0.15% of portfolio	5,394	Q4 2024 New
CGDV Capital Group Divid Value ETF	$0	$260 Million 0.15% of portfolio	7,361	Q4 2024 New
SCHA Schwab Strategic Tr Us Small C	$0	$240 Million 0.14% of portfolio	9,275	Q4 2024 New
VBK Vanguard Small Cap Growth ETF	$0	$237 Million 0.14% of portfolio	848	Q4 2024 New
SPFF Global X Superincome Preferred	$0	$225 Million 0.13% of portfolio	24,315	Q4 2024 New
SEIQ Sei Exchange Traded Fds Ehned	$0	$191 Million 0.11% of portfolio	5,464	Q4 2024 New
JIRE J P Morgan Exchg Traded Fd Tr	$0	$189 Million 0.11% of portfolio	3,237	Q4 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$189 Million 0.11% of portfolio	350	Q4 2024 New
VBR Vanguard Small Cap Value ETF	$0	$181 Million 0.1% of portfolio	914	Q4 2024 New
ISCG Ishares Morningstar Small Cap	$0	$163 Million 0.09% of portfolio	3,300	Q4 2024 New
VONG Vanguard Russell 1000 Growth E	$0	$161 Million 0.09% of portfolio	1,558	Q4 2024 New
ARKW Ark Next Generation Internet E	$0	$128 Million 0.07% of portfolio	1,186	Q4 2024 New
SPY Spdr S&P 500 ETF Trust	$0	$111 Million 0.06% of portfolio	190	Q4 2024 New
ARKQ Ark Autonomous Technology & Ro	$0	$109 Million 0.06% of portfolio	1,407	Q4 2024 New
RSP Invesco S&P 500 Equal Weight E	$0	$108 Million 0.06% of portfolio	615	Q4 2024 New
ROBT First Tr Exchange Traded Fd Vi	$0	$102 Million 0.06% of portfolio	2,260	Q4 2024 New
SVOL Simplify ETF Simplify Volatili	$0	$93.9 Million 0.05% of portfolio	4,516	Q4 2024 New
EJUL Innovator Etfs Tr Emerging Mkt	$0	$85.9 Million 0.05% of portfolio	3,484	Q4 2024 New
QQEW First Tr Nasdaq 100 Equal Weig	$0	$83.1 Million 0.05% of portfolio	665	Q4 2024 New
DEM Wisdomtree Tr Emerging Mkts Hi	$0	$63.2 Million 0.04% of portfolio	1,562	Q4 2024 New
SCHG Schwab Strategic Tr Us Large C	$0	$60.5 Million 0.03% of portfolio	2,172	Q4 2024 New
IWN Ishares Russell2000 Val ETF	$0	$57.5 Million 0.03% of portfolio	350	Q4 2024 New
BJAN Innovator U.S. Equity Buffer E	$0	$56.6 Million 0.03% of portfolio	1,180	Q4 2024 New
VOX Vanguard Communication Service	$0	$51.1 Million 0.03% of portfolio	330	Q4 2024 New
SCHP Schwab Strategic Us Tips ETF	$0	$46.9 Million 0.03% of portfolio	1,817	Q4 2024 New
YSEP First Tr ETF Fd Viii Cboe Vest	$0	$45.6 Million 0.03% of portfolio	2,100	Q4 2024 New
BUFQ First Tr Ex Tr Fd Viii Ft Cboe	$0	$44.7 Million 0.03% of portfolio	1,422	Q4 2024 New
BJUL Innovator U.S. Equity Buffer E	$0	$41.7 Million 0.02% of portfolio	935	Q4 2024 New
BNDX Vanguard Total International B	$0	$41.3 Million 0.02% of portfolio	841	Q4 2024 New
RDIV Invesco Exchange Traded Fd Tr	$0	$40.1 Million 0.02% of portfolio	831	Q4 2024 New
NOCT Innovator Growth 100 Power Buf	$0	$38.5 Million 0.02% of portfolio	750	Q4 2024 New
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$37.7 Million 0.02% of portfolio	1,607	Q4 2024 New
XLE Energy Sector Spdr	$0	$36.8 Million 0.02% of portfolio	430	Q4 2024 New
PJUL Innovator U.S. Equity Power Bu	$0	$36.8 Million 0.02% of portfolio	893	Q4 2024 New
FDN First Tr Fd Dow Jones	$0	$36.5 Million 0.02% of portfolio	150	Q4 2024 New
RYLD Global X Fds Russell 2000 Cove	$0	$36.1 Million 0.02% of portfolio	2,211	Q4 2024 New
CGGR Capital Group Growth ETF Shs C	$0	$33.3 Million 0.02% of portfolio	896	Q4 2024 New
ARKF Ark ETF Tr Fintech Innovation	$0	$31.8 Million 0.02% of portfolio	859	Q4 2024 New
EFG Msci Eafe Growth ETF	$0	$29.5 Million 0.02% of portfolio	305	Q4 2024 New
PSCT Invesco S&P Smallcap Informati	$0	$28.6 Million 0.02% of portfolio	600	Q4 2024 New
CGXU Capital Group Intl Focus Equit	$0	$27.2 Million 0.02% of portfolio	1,104	Q4 2024 New
BCI Abrdn Etfs Abrdn Bloomberg All	$0	$25 Million 0.01% of portfolio	1,267	Q4 2024 New
SCHE Schwab Strategic Tr Us Emergin	$0	$24.7 Million 0.01% of portfolio	927	Q4 2024 New
JSML Janus Detroit Str Tr Henderson	$0	$24.6 Million 0.01% of portfolio	375	Q4 2024 New
CGGO Capital Group Global Growth Eq	$0	$24.4 Million 0.01% of portfolio	835	Q4 2024 New

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