Wr Wealth Planners, LLC ETFs

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
JMST Jp Morgan Ultra Short Mun Inco	$0	$56,000 0.02% of portfolio	1,107	Q3 2024 Reduced 45.76%
AGG Ishares Core U.S. Aggregate Bo	$0	$56,000 0.02% of portfolio	561	Q3 2024 Reduced 24.7%
GBTC Grayscale Bitcoin Trust (Btc)	$54.3B	$55,000 0.02% of portfolio	1,090	Q1 2022 Added 28.9%
PRF Invesco Exchange Traded Fd Tr	$0	$54,000 0.02% of portfolio	1,340	Q3 2023 Added 400.0%
FTSL First Trust Senior Ln Fund	$0	$54,000 0.02% of portfolio	1,188	Q3 2024 New
GLD Spdr Gold Trust	$85.1B	$52,000 0.01% of portfolio	218	Q1 2022 Reduced 99.08%
VYM Vanguard Whitehall Fds (Vangua	$0	$50,000 0.01% of portfolio	391	Q2 2022 Added 17.44%
IWF Ishares Russell 1000 Gr ETF	$0	$44,000 0.01% of portfolio	118	Q1 2022 Reduced 96.61%
LIT Global X Fds Global X Lithium	$0	$43,000 0.01% of portfolio	1,000	Q2 2022 Added 0.64%
RDVY First Trust Rising Dividend Ac	$0	$43,000 0.01% of portfolio	731	Q3 2024 Added 631.0%
TIP Ishares Tr Tips Bd ETF	$0	$42,000 0.01% of portfolio	389	Q2 2022 Sold Out
PTLC Pacer Fds Tr Trendpilot Us Lar	$0	$42,000 0.01% of portfolio	800	Q2 2022 Reduced 97.45%
XLC Select Sector Spdr Tr Communic	$0	$41,000 0.01% of portfolio	457	Q1 2022 Reduced 88.4%
EMLP First Tr Exchange Traded Iv	$0	$40,000 0.01% of portfolio	1,211	Q1 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$40,000 0.01% of portfolio	837	Q3 2024 Reduced 25.93%
SPMD Spdr Portfolio	$0	$39,000 0.01% of portfolio	715	Q3 2024 Added 17.79%
XLE Energy Sector Spdr	$0	$39,000 0.01% of portfolio	448	Q2 2022 Reduced 3.58%
IDRV Ishares Tr Self Driving Ev & T	$0	$36,000 0.01% of portfolio	1,142	Q2 2022 Added 4.25%
SLYV Spdr S&P 600 Small Cap Value E	$0	$34,000 0.01% of portfolio	392	Q3 2024 New
IYF Ishares Tr	$0	$33,000 0.01% of portfolio	318	Q3 2024 Added 249.45%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$33,000 0.01% of portfolio	624	Q2 2022 Sold Out
XSOE Wisdomtree Tr Emerging Mkts Ex	$0	$33,000 0.01% of portfolio	1,008	Q2 2022 Reduced 3.61%
XLU Utilities Sector Spdr	$0	$33,000 0.01% of portfolio	415	Q2 2022 Added 17.0%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$32,000 0.01% of portfolio	867	Q3 2024 Added 22.46%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$32,000 0.01% of portfolio	642	Q3 2024 New
HYLB Xtrackers Usd High Yield Corp	$0	$31,000 0.01% of portfolio	854	Q3 2024 New
SCHE Schwab Strategic Tr Us Emergin	$0	$31,000 0.01% of portfolio	1,090	Q3 2024 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$30,000 0.01% of portfolio	749	Q3 2024 New
VGT Vanguard Information Technolog	$0	$29,000 0.01% of portfolio	50	Q1 2024 New
SHV Ishares Tr	$0	$29,000 0.01% of portfolio	267	Q2 2022 Sold Out
FALN Ishares Tr Fallen Angels Usd B	$0	$28,000 0.01% of portfolio	1,051	Q2 2022 Reduced 6.65%
GCOW Pacer Fds Tr Global Cash Cows	$0	$27,000 0.01% of portfolio	760	Q2 2022 Added 3,740.0%
SHYG Ishares 0 5 Year High Yield CO	$0	$25,000 0.01% of portfolio	583	Q2 2022 Added 1.08%
ACVF ETF Opportunities Tr American	$0	$24,000 0.01% of portfolio	550	Q2 2023 Reduced 36.36%
SCHJ Schwab Strategic Tr 1 5 Yr C	$0	$22,000 0.01% of portfolio	446	Q2 2022 Reduced 9.88%
PPA Invesco Exchange Traded Fd Tr	$0	$22,000 0.01% of portfolio	200	Q1 2024 New
HYG Ishares Tr	$0	$22,000 0.01% of portfolio	274	Q2 2022 Reduced 4.9%
XLV Select Sector Spdr Fund Health	$0	$21,000 0.01% of portfolio	141	Q1 2022 Reduced 82.27%
IJS Ishares S&P Smallcap 600 Value	$0	$19,000 0.01% of portfolio	183	Q2 2022 Reduced 20.67%
BSV Vanguard Bd Index Fd Inc Short	$0	$19,000 0.01% of portfolio	243	Q2 2023 Added 7.41%
XLI Industrial Sector Spdr	$0	$18,000 0.01% of portfolio	133	Q1 2022 Reduced 64.66%
FTEC Fidelity Covington Tr Msci Inf	$0	$18,000 0.01% of portfolio	105	Q2 2022 Reduced 13.64%
MOO Vaneck Vectors ETF Tr Vaneck A	$0	$18,000 0.01% of portfolio	249	Q2 2022 Added 3.95%
IWB Ishares Tr Russell 1000 ETF	$0	$18,000 0.01% of portfolio	58	Q1 2022 Reduced 67.24%
IWD Ishares Russell 1000 Val ETF	$0	$18,000 0.01% of portfolio	96	Q2 2022 Added 1.1%
IXG Ishares Global Fin'L ETF	$0	$17,000 0.0% of portfolio	180	Q2 2022 Reduced 5.77%
PIO Invesco Exchange Traded Fd Tr	$0	$17,000 0.0% of portfolio	417	Q2 2023 Added 35.97%
PJP Invesco Exchange Traded Fd Tr	$0	$17,000 0.0% of portfolio	200	Q2 2023 Added 50.0%
ARKQ Ark Autonomous Technology & Ro	$0	$17,000 0.0% of portfolio	290	Q1 2024 New
ICVT Ishares Tr Convertible Bond Et	$0	$17,000 0.0% of portfolio	206	Q2 2022 Added 156.08%

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