Whipplewood Advisors, LLC ETFs

Whipplewood Advisors, LLC

$169 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$21 Million 0.01% of portfolio	27,111	Q1 2025 Added 6,294.1%
AGG Ishares Core U.S. Aggregate Bo	$0	$19.7 Million 0.01% of portfolio	38	Q1 2025 New
VV Vanguard Large Cap ETF	$0	$19.3 Million 0.01% of portfolio	294	Q1 2025 New
VWOB Vanguard Emerging Mkts Govt Bd	$0	$18.9 Million 0.01% of portfolio	856	Q1 2025 Added 199.3%
EMLC Vaneck ETF Tr J.P. Morgan Em L	$0	$18.2 Million 0.01% of portfolio	32,893	Q1 2025 Added 4,194.13%
MBB Ishares Tr	$0	$17.4 Million 0.01% of portfolio	3,421	Q1 2025 Added 5,417.74%
IGSB Ishares Trust Ishares 1 5 Year	$0	$17.1 Million 0.01% of portfolio	338	Q1 2025 Added 2.42%
BSV Vanguard Bd Index Fd Inc Short	$0	$16.5 Million 0.01% of portfolio	3,078	Q1 2025 Added 1,358.77%
RYLD Global X Fds Russell 2000 Cove	$0	$15.9 Million 0.01% of portfolio	24,103	Q1 2025 Added 990.14%
ACWV Ishares Msci Global Min Vol Fa	$0	$14.9 Million 0.01% of portfolio	199	Q1 2025 Added 55.47%
METV Listed Fds Tr Roundhill Ball M	$0	$13.5 Million 0.01% of portfolio	7	Q1 2025 Reduced 99.3%
VO Vanguard Mid Cap ETF	$0	$13.4 Million 0.01% of portfolio	2,965	Q1 2025 New
SCHO Schwab Short Term Us Treasury	$0	$11.4 Million 0.01% of portfolio	42,535	Q1 2025 Added 8,950.0%
VGIT Vanguard Intermediate Term Tre	$0	$9.92 Million 0.01% of portfolio	848	Q1 2025 New
IUSG Ishares Core S&P U.S Growth Et	$0	$9.4 Million 0.01% of portfolio	51	Q1 2025 New
SPTL Spdr Portfolio Long Term Treas	$0	$9.13 Million 0.01% of portfolio	136	Q1 2025 New
PAUG Innovator U.S. Equity Power Bu	$0	$7.78 Million 0.0% of portfolio	3,484	Q1 2025 Added 1,591.26%
IWM Ishares Russell 2000 ETF	$0	$7.78 Million 0.0% of portfolio	59	Q1 2025 New
IUSV Ishares Core S&P U.S. Value Et	$0	$7.66 Million 0.0% of portfolio	74	Q1 2025 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$7.3 Million 0.0% of portfolio	327	Q1 2025 Added 128.67%
USHY Ishares Tr Broad Usd High Yiel	$0	$6.92 Million 0.0% of portfolio	17	Q1 2025 New
BND Vanguard Bd Index Fd Inc Total	$0	$6.83 Million 0.0% of portfolio	31,018	Q1 2025 Added 33,252.69%
IWR Ishares Russell Mid Cap ETF	$0	$6.21 Million 0.0% of portfolio	83	Q1 2025 New
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$5.67 Million 0.0% of portfolio	2,260	Q1 2025 Added 2,411.11%
IWP Ishares Russell Mid Cap Growth	$0	$5.64 Million 0.0% of portfolio	73	Q1 2025 New
IWS Ishares Russell Midcap Value E	$0	$4.79 Million 0.0% of portfolio	48	Q1 2025 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$4.74 Million 0.0% of portfolio	1,610	Q1 2025 New
IVW Ishares S&P 500 Growth ETF	$0	$4.55 Million 0.0% of portfolio	350	Q1 2025 New
DFIS Dimensional ETF Tr Dimensional	$0	$3.98 Million 0.0% of portfolio	8	Q1 2025 New
EFV Msci Eafe Value ETF	$0	$3.48 Million 0.0% of portfolio	5,356	Q1 2025 New
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$3.42 Million 0.0% of portfolio	831	Q1 2025 Added 403.64%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$3.24 Million 0.0% of portfolio	65	Q1 2025 New
IWD Ishares Russell 1000 Val ETF	$0	$3.2 Million 0.0% of portfolio	177	Q1 2025 New
IAGG Ishares Tr Core Intl Aggregate	$0	$3.15 Million 0.0% of portfolio	33,655	Q1 2025 New
IDEV Ishares Core Msci Intl Develop	$0	$3.03 Million 0.0% of portfolio	63	Q1 2025 Added 43.18%
SELV Sei Exchange Traded Fds Enhanc	$0	$3.03 Million 0.0% of portfolio	137	Q1 2025 Added 33.01%
BIZD Vaneck Vectors ETF Tr Bdc Inco	$0	$2.21 Million 0.0% of portfolio	764	Q1 2025 New
SCHD Schwab Strategic Tr Us Dividen	$0	$1.73 Million 0.0% of portfolio	1,813	Q1 2025 Added 2,824.19%

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