Yhb Investment Advisors, Inc. ETFs

Yhb Investment Advisors, Inc.

$1.2 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VNQ Vanguard Specialized Funds Van	$0	$698,000 0.06% of portfolio	7,840	Q4 2024 Added 1.31%
SUB Ishares Short Term National Mu	$0	$674,000 0.06% of portfolio	6,392	Q4 2024 Added 8.03%
XLK Technology Sector Spdr	$0	$630,000 0.05% of portfolio	2,711	Q4 2024 Reduced 2.97%
VIG Vanguard Dividend Appreciation	$0	$615,000 0.05% of portfolio	3,380	Q4 2024 Reduced 33.58%
MUNI Pimco ETF Tr Inter Mun Bd Acti	$0	$609,000 0.05% of portfolio	11,779	Q4 2024 New
PIO Invesco Exchange Traded Fd Tr	$0	$574,000 0.05% of portfolio	14,720	Q4 2024 Reduced 11.24%
USRT Ishares Core U.S. Reit ETF	$0	$546,000 0.05% of portfolio	9,533	Q4 2024 Added 50.15%
SDY Spdr Series Tr Spdr S&P Divide	$0	$519,000 0.04% of portfolio	3,929	Q4 2024 Reduced 1.55%
XLF Financial Sector Spdr	$0	$517,000 0.04% of portfolio	10,698	Q3 2024 Reduced 17.4%
IWD Ishares Russell 1000 Val ETF	$0	$495,000 0.04% of portfolio	2,674	Q4 2024 Added 8.22%
VEU Vanguard Ftse All World Ex Us	$0	$461,000 0.04% of portfolio	8,042	Q4 2024 Added 0.07%
SCHK Schwab Strategic Tr 1000 Index	$0	$413,000 0.03% of portfolio	14,610	Q4 2024 Added 197.01%
EFA Ishares Tr Msci Eafe ETF	$0	$413,000 0.03% of portfolio	5,472	Q4 2024 Reduced 1.35%
GLDM World Gold Trust	$8.3B	$361,000 0.03% of portfolio	6,950	Q4 2024 New
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$354,000 0.03% of portfolio	17,152	Q4 2024 Reduced 2.06%
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$321,000 0.03% of portfolio	3,200	Q4 2024 New
IJT Ishares S&P Small Cap 600 Grow	$0	$317,000 0.03% of portfolio	2,346	Q4 2024 Reduced 1.05%
VO Vanguard Mid Cap ETF	$0	$316,000 0.03% of portfolio	1,200	Q4 2024 Reduced 2.04%
VWO Vanguard Ftse Emerging Mkts Et	$0	$309,000 0.03% of portfolio	7,027	Q4 2024 Added 23.06%
XLU Utilities Sector Spdr	$0	$305,000 0.03% of portfolio	4,031	Q4 2024 Reduced 0.47%
IWP Ishares Russell Mid Cap Growth	$0	$286,000 0.02% of portfolio	2,264	Q4 2024 Reduced 20.53%
XLC Select Sector Spdr Tr Communic	$0	$282,000 0.02% of portfolio	2,919	Q3 2024 Added 0.76%
VB Vanguard Small Cap ETF	$0	$278,000 0.02% of portfolio	1,157	Q4 2024 Reduced 36.64%
ICSH Blackrock Ultra Short Term Bon	$0	$271,000 0.02% of portfolio	5,377	Q4 2024 Reduced 52.03%
SCHF Schwab Strategic Tr Intl Eqty	$0	$244,000 0.02% of portfolio	13,224	Q4 2024 Added 104.71%
BSCQ Invesco Et Self Idxd Fd Tr Bul	$0	$231,000 0.02% of portfolio	11,928	Q4 2024 Reduced 9.35%
DFUS Dimensional ETF Tr U S Equity	$0	$227,000 0.02% of portfolio	3,566	Q1 2024 New
IYF Ishares Tr	$0	$215,000 0.02% of portfolio	1,950	Q3 2024 New
XLV Select Sector Spdr Fund Health	$0	$212,000 0.02% of portfolio	1,548	Q4 2024 Reduced 3.43%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$209,000 0.02% of portfolio	368	Q3 2024 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$204,000 0.02% of portfolio	3,476	Q4 2024 Added 0.75%

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