Wood Tarver Financial Group, LLC ETFs

Wood Tarver Financial Group, LLC

$258 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XJH Ishares Tr Esg Screened S&P Mi	$0	$94,000 0.04% of portfolio	2,430	Q1 2025 Added 0.41%
XLI Industrial Sector Spdr	$0	$93,000 0.04% of portfolio	710	Q1 2025 Reduced 3.66%
IJR Ishares Core S&P Sm Cap ETF	$0	$89,000 0.03% of portfolio	852	Q1 2025 Added 355.61%
DFAT Dimensional ETF Tr U S Target	$0	$87,000 0.03% of portfolio	1,709	Q1 2025 Added 0.12%
CLOU Global X Fds Cloud Computing E	$0	$86,000 0.03% of portfolio	4,114	Q4 2024 New
XJR Ishares Tresg Screened S&P Sma	$0	$85,000 0.03% of portfolio	2,266	Q4 2024 New
SCHG Schwab Strategic Tr Us Large C	$0	$85,000 0.03% of portfolio	3,402	Q1 2025 Reduced 17.11%
SPYD Spdr Portfolio S&P 500 High Di	$0	$81,000 0.03% of portfolio	1,841	Q4 2024 New
IUSB Ishares Core Total Usd Bond Ma	$0	$80,000 0.03% of portfolio	1,754	Q4 2024 New
VYM Vanguard Whitehall Fds (Vangua	$0	$71,000 0.03% of portfolio	558	Q4 2024 New
MGK Vanguard Mega Cap Growth ETF	$0	$71,000 0.03% of portfolio	231	Q1 2025 Added 17.86%
IVE Ishares S&P 500 Value ETF	$0	$65,000 0.03% of portfolio	342	Q4 2024 New
VGT Vanguard Information Technolog	$0	$64,000 0.02% of portfolio	118	Q4 2024 New
BUFT Ft Exch Trd Fd Viii Cboe Vest	$0	$62,000 0.02% of portfolio	2,766	Q4 2024 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$60,000 0.02% of portfolio	1,280	Q4 2024 New
DFAI Dimensional ETF Tr	$0	$56,000 0.02% of portfolio	1,818	Q4 2024 New
MBB Ishares Tr	$0	$53,000 0.02% of portfolio	566	Q1 2025 Reduced 51.42%
IWP Ishares Russell Mid Cap Growth	$0	$47,000 0.02% of portfolio	401	Q4 2024 New
EQWL Invesco Exchange Traded Fd Tr	$0	$46,000 0.02% of portfolio	448	Q4 2024 New
PPA Invesco Exchange Traded Fd Tr	$0	$46,000 0.02% of portfolio	395	Q4 2024 New
VB Vanguard Small Cap ETF	$0	$43,000 0.02% of portfolio	198	Q4 2024 New
BJUL Innovator U.S. Equity Buffer E	$0	$42,000 0.02% of portfolio	986	Q4 2024 New
BNOV Innovator U.S. Equity Buffer E	$0	$42,000 0.02% of portfolio	1,101	Q1 2025 Reduced 2.31%
FSEP First Tr ETF Viii Cboe Vest Us	$0	$39,000 0.02% of portfolio	897	Q1 2025 New
IEF Ishares Barclays	$0	$38,000 0.01% of portfolio	408	Q4 2024 New
XLU Utilities Sector Spdr	$0	$37,000 0.01% of portfolio	471	Q1 2025 Reduced 3.29%
IAU Ishares Gold Trust	$53.4B	$36,000 0.01% of portfolio	625	Q1 2025 Reduced 2.34%
SPYV Spdr Portfolio S&P 500 Value E	$0	$35,000 0.01% of portfolio	694	Q4 2024 New
IUSG Ishares Core S&P U.S Growth Et	$0	$35,000 0.01% of portfolio	278	Q1 2025 Added 4.91%
SDOG Alps Sector Dividend Dogs ETF	$0	$34,000 0.01% of portfolio	600	Q4 2024 New
GOVT Ishares U.S. Treasury Bond ETF	$0	$31,000 0.01% of portfolio	1,391	Q1 2025 Reduced 16.31%
NUMG Nuveen Esg Mid Cap Growth ETF	$0	$29,000 0.01% of portfolio	678	Q4 2024 New
SPMD Spdr Portfolio	$0	$29,000 0.01% of portfolio	586	Q4 2024 New
SCHH Schwab Strategic U.S. Reit ETF	$0	$27,000 0.01% of portfolio	1,277	Q4 2024 New
FTEC Fidelity Covington Tr Msci Inf	$0	$25,000 0.01% of portfolio	158	Q4 2024 New
QUS Spdr Ser Tr Msci Usa Strategic	$0	$25,000 0.01% of portfolio	164	Q4 2024 New
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$25,000 0.01% of portfolio	332	Q4 2024 New
XAR Spdr S&P Aerospace & Defense E	$0	$24,000 0.01% of portfolio	150	Q4 2024 New
CATH Global X Fds Global X S&P 500	$0	$23,000 0.01% of portfolio	352	Q4 2024 New
AOM Ishares Tr Core Moderate Alloc	$0	$22,000 0.01% of portfolio	507	Q1 2025 Reduced 41.11%
FDEC First Tr Ex Tr Fd Viii Ft Cboe	$0	$22,000 0.01% of portfolio	526	Q4 2024 New
GNR Spdr S&P Global Natural Resour	$0	$21,000 0.01% of portfolio	412	Q4 2024 New
GBTC Grayscale Bitcoin Trust (Btc)	$59.6B	$20,000 0.01% of portfolio	321	Q4 2024 New
NOBL Proshares S&P 500 Dividend Ari	$0	$20,000 0.01% of portfolio	200	Q4 2024 New
ARKF Ark ETF Tr Fintech Innovation	$0	$20,000 0.01% of portfolio	621	Q4 2024 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$20,000 0.01% of portfolio	394	Q4 2024 New
ARKQ Ark Autonomous Technology & Ro	$0	$19,000 0.01% of portfolio	299	Q4 2024 New
ARKW Ark Next Generation Internet E	$0	$18,000 0.01% of portfolio	193	Q4 2024 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$18,000 0.01% of portfolio	551	Q4 2024 New
SLYV Spdr S&P 600 Small Cap Value E	$0	$17,000 0.01% of portfolio	225	Q4 2024 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wood Tarver Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wood Tarver Financial Group, LLC with notifications on news.