Woodside Wealth Management LLC ETFs

Woodside Wealth Management LLC

$108 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VOO Vanguard Index Fds S&P 500 ETF	$0	$25.4 Billion 23.58% of portfolio	49,495	Q1 2025 New
SPSB Spdr Portfolio Short Term Corp	$0	$14 Billion 12.99% of portfolio	465,592	Q1 2025 New
VUG Vanguard Growth ETF	$0	$7.99 Billion 7.41% of portfolio	21,550	Q1 2025 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$7.16 Billion 6.63% of portfolio	216,896	Q1 2025 New
PRF Invesco Exchange Traded Fd Tr	$0	$6.87 Billion 6.37% of portfolio	169,985	Q1 2025 New
USMV Ishares Msci Usa Min Vol Facto	$0	$4.26 Billion 3.95% of portfolio	45,516	Q1 2025 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$3.49 Billion 3.24% of portfolio	69,015	Q1 2025 New
SCHD Schwab Strategic Tr Us Dividen	$0	$2.99 Billion 2.77% of portfolio	106,996	Q1 2025 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$2.6 Billion 2.41% of portfolio	63,125	Q1 2025 New
IJR Ishares Core S&P Sm Cap ETF	$0	$2.42 Billion 2.25% of portfolio	23,188	Q1 2025 New
BSV Vanguard Bd Index Fd Inc Short	$0	$2.28 Billion 2.12% of portfolio	29,154	Q1 2025 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$2.1 Billion 1.95% of portfolio	33,795	Q1 2025 New
FBND Fidelity Merrimack Str Tr Tota	$0	$1.76 Billion 1.63% of portfolio	38,572	Q1 2025 New
DFAU Dimensional ETF Tr	$0	$1.47 Billion 1.36% of portfolio	38,227	Q1 2025 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$1.43 Billion 1.33% of portfolio	27,293	Q1 2025 New
VTV Vanguard Value ETF	$0	$1.36 Billion 1.26% of portfolio	7,852	Q1 2025 New
IVV Ishares Core S&P 500 ETF	$0	$983 Million 0.91% of portfolio	1,750	Q1 2025 New
IWD Ishares Russell 1000 Val ETF	$0	$878 Million 0.81% of portfolio	4,665	Q1 2025 New
DFAI Dimensional ETF Tr	$0	$795 Million 0.74% of portfolio	25,443	Q1 2025 New
VNQ Vanguard Specialized Funds Van	$0	$675 Million 0.63% of portfolio	7,459	Q1 2025 New
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$669 Million 0.62% of portfolio	8,948	Q1 2025 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$658 Million 0.61% of portfolio	8,337	Q1 2025 New
IWM Ishares Russell 2000 ETF	$0	$598 Million 0.55% of portfolio	3,000	Q1 2025 New
AGG Ishares Core U.S. Aggregate Bo	$0	$595 Million 0.55% of portfolio	6,012	Q1 2025 New
VBR Vanguard Small Cap Value ETF	$0	$559 Million 0.52% of portfolio	2,999	Q1 2025 New
EFA Ishares Tr Msci Eafe ETF	$0	$454 Million 0.42% of portfolio	5,560	Q1 2025 New
BND Vanguard Bd Index Fd Inc Total	$0	$289 Million 0.27% of portfolio	3,928	Q1 2025 New
VIG Vanguard Dividend Appreciation	$0	$287 Million 0.27% of portfolio	1,481	Q1 2025 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$282 Million 0.26% of portfolio	4,285	Q1 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$223 Million 0.21% of portfolio	4,931	Q1 2025 New
DFAT Dimensional ETF Tr U S Target	$0	$222 Million 0.21% of portfolio	4,320	Q1 2025 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$162 Million 0.15% of portfolio	8,180	Q1 2025 New
SPBO Spdr Ser Tr Spdr Portfolio Cor	$0	$159 Million 0.15% of portfolio	5,483	Q1 2025 New
DFAE Dimensional ETF Tr	$0	$154 Million 0.14% of portfolio	5,945	Q1 2025 New
VEA Vanguard Ftse Developed Market	$0	$149 Million 0.14% of portfolio	2,932	Q1 2025 New
DFAS Dimensional ETF Tr U S Small C	$0	$145 Million 0.13% of portfolio	2,433	Q1 2025 New
VGSH Vanguard	$0	$135 Million 0.13% of portfolio	2,300	Q1 2025 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$126 Million 0.12% of portfolio	2,532	Q1 2025 New
IJH Ishares Core S&P Mid Cap ETF	$0	$124 Million 0.11% of portfolio	2,125	Q1 2025 New
VB Vanguard Small Cap ETF	$0	$108 Million 0.1% of portfolio	488	Q1 2025 New
SPAB Spdr Portfolio Aggregate Bond	$0	$102 Million 0.09% of portfolio	4,001	Q1 2025 New
FNDF Schwab Fundamental Intl Large	$0	$101 Million 0.09% of portfolio	2,800	Q1 2025 New
VGIT Vanguard Intermediate Term Tre	$0	$98.8 Million 0.09% of portfolio	1,663	Q1 2025 New
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$93.4 Million 0.09% of portfolio	3,990	Q1 2025 New
VGT Vanguard Information Technolog	$0	$61.8 Million 0.06% of portfolio	114	Q1 2025 New
IWR Ishares Russell Mid Cap ETF	$0	$47.6 Million 0.04% of portfolio	560	Q1 2025 New
ISTB Ihares Core 1 5 Years Usd Bond	$0	$45.3 Million 0.04% of portfolio	936	Q1 2025 New
SCHA Schwab Strategic Tr Us Small C	$0	$41.8 Million 0.04% of portfolio	1,786	Q1 2025 New
EFG Msci Eafe Growth ETF	$0	$40.4 Million 0.04% of portfolio	404	Q1 2025 New
VHT Vanguard Health Care ETF	$0	$34.9 Million 0.03% of portfolio	132	Q1 2025 New

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