Independent Solutions Wealth Management, LLC ETFs

Independent Solutions Wealth Management, LLC

$512 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IVW Ishares S&P 500 Growth ETF	$0	$18.9 Billion 3.69% of portfolio	171,496	Q2 2025 Added 0.76%
IVE Ishares S&P 500 Value ETF	$0	$15.2 Billion 2.97% of portfolio	77,798	Q2 2025 Added 0.99%
LEXI Listed Fds Tr Alexis Practical	$0	$12.9 Billion 2.52% of portfolio	399,159	Q2 2025 Added 6.88%
AGG Ishares Core U.S. Aggregate Bo	$0	$11.6 Billion 2.26% of portfolio	116,650	Q2 2025 Added 0.26%
IEFA Ishares Tr	$0	$10.5 Billion 2.04% of portfolio	125,410	Q2 2025 Reduced 0.45%
GVI Ishares Tr	$0	$9.91 Billion 1.93% of portfolio	92,777	Q2 2025 Added 0.01%
SHV Ishares Tr	$0	$8.93 Billion 1.74% of portfolio	80,895	Q2 2025 Added 9.3%
IJH Ishares Core S&P Mid Cap ETF	$0	$8.86 Billion 1.73% of portfolio	141,859	Q2 2025 Added 0.76%
SCHG Schwab Strategic Tr Us Large C	$0	$8.71 Billion 1.7% of portfolio	298,095	Q2 2025 Added 1.83%
SCHV Schwab Strategic Tr Us Large C	$0	$8.63 Billion 1.69% of portfolio	312,063	Q2 2025 Added 1.97%
ITOT Ishares Core S&P Total U.S. St	$0	$7.16 Billion 1.4% of portfolio	53,055	Q2 2025 Added 0.16%
SHY Ishares Barclays 1 3 Year Trea	$0	$7 Billion 1.37% of portfolio	84,467	Q2 2025 Added 0.21%
SCHZ Schwab Us Aggregate Bond ETF	$0	$6.54 Billion 1.28% of portfolio	281,458	Q2 2025 Reduced 0.87%
SCHR Schwab Intermediate Term Us Tr	$0	$5.6 Billion 1.09% of portfolio	223,893	Q2 2025 Reduced 1.55%
IVV Ishares Core S&P 500 ETF	$0	$5.56 Billion 1.08% of portfolio	8,950	Q2 2025 Reduced 14.54%
IJR Ishares Core S&P Sm Cap ETF	$0	$5.22 Billion 1.02% of portfolio	47,785	Q2 2025 Added 1.42%
SCHO Schwab Short Term Us Treasury	$0	$4.9 Billion 0.96% of portfolio	200,953	Q2 2025 Added 7.71%
SCHF Schwab Strategic Tr Intl Eqty	$0	$4.57 Billion 0.89% of portfolio	206,584	Q2 2025 Added 3.21%
IAU Ishares Gold Trust	$54B	$4.28 Billion 0.84% of portfolio	68,691	Q2 2025 Added 36.98%
SCHM Schwab Strategic U.S. Mid Cap	$0	$4.03 Billion 0.79% of portfolio	143,803	Q2 2025 Added 5.45%
LQD Ishares Iboxx $ Investment Gra	$0	$3.68 Billion 0.72% of portfolio	33,581	Q2 2025 Reduced 0.48%
SCHB Schwab Strategic Tr Us Broad M	$0	$3.52 Billion 0.69% of portfolio	147,594	Q2 2025 Added 3.99%
HDV Ishares Core High Dividend ETF	$0	$3.49 Billion 0.68% of portfolio	29,795	Q2 2025 Added 3.49%
FREL Fidelity Covington Tr Msci Rea	$0	$3.12 Billion 0.61% of portfolio	115,511	Q2 2025 Added 0.74%
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$2.72 Billion 0.53% of portfolio	53,390	Q2 2025 Added 4.45%
SHYG Ishares 0 5 Year High Yield CO	$0	$2.67 Billion 0.52% of portfolio	61,934	Q2 2025 Added 10.04%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$2.62 Billion 0.51% of portfolio	51,682	Q2 2025 Added 9.53%
SCHD Schwab Strategic Tr Us Dividen	$0	$2.61 Billion 0.51% of portfolio	98,668	Q2 2025 Reduced 2.61%
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$2.61 Billion 0.51% of portfolio	25,975	Q2 2025 Added 9.64%
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$2.22 Billion 0.43% of portfolio	107,505	Q2 2025 Reduced 1.98%
SCHA Schwab Strategic Tr Us Small C	$0	$2.11 Billion 0.41% of portfolio	83,441	Q2 2025 Added 6.69%
SCHH Schwab Strategic U.S. Reit ETF	$0	$1.72 Billion 0.34% of portfolio	81,188	Q2 2025 Added 6.58%
IWF Ishares Russell 1000 Gr ETF	$0	$1.69 Billion 0.33% of portfolio	3,999	Q2 2025 Added 1.6%
MTUM Ishares Msci Usa Momentum Fact	$0	$1.65 Billion 0.32% of portfolio	6,874	Q2 2025 Added 3.31%
IEUR Ishares Tr Ishares Core Msci E	$0	$1.57 Billion 0.31% of portfolio	23,688	Q2 2025 New
EFAV Ishares Msci Eafe Min Vol Fact	$0	$1.19 Billion 0.23% of portfolio	14,187	Q2 2025 New
VUG Vanguard Growth ETF	$0	$826 Million 0.16% of portfolio	1,884	Q1 2025 New
VB Vanguard Small Cap ETF	$0	$572 Million 0.11% of portfolio	2,413	Q2 2025 Reduced 5.63%
VTV Vanguard Value ETF	$0	$549 Million 0.11% of portfolio	3,104	Q2 2025 Reduced 6.76%
VEA Vanguard Ftse Developed Market	$0	$463 Million 0.09% of portfolio	8,124	Q2 2025 Reduced 1.32%
FAS Direxion Daily Financial Bull	$0	$395 Million 0.08% of portfolio	2,342	Q1 2024 New
HEZU Ishares Currency Hedged Msci E	$0	$349 Million 0.07% of portfolio	8,505	Q2 2025 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$332 Million 0.06% of portfolio	4,811	Q1 2025 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$309 Million 0.06% of portfolio	3,882	Q2 2025 Reduced 0.87%
GLD Spdr Gold Trust	$107B	$286 Million 0.06% of portfolio	939	Q2 2025 Reduced 20.15%
IGSB Ishares Trust Ishares 1 5 Year	$0	$280 Million 0.05% of portfolio	5,309	Q2 2025 Added 0.89%
SPY Spdr S&P 500 ETF Trust	$0	$280 Million 0.05% of portfolio	453	Q2 2025 Reduced 19.96%
IXP Ishares Global Comm Services E	$0	$280 Million 0.05% of portfolio	2,490	Q2 2025 Added 4.71%
IYF Ishares Tr	$0	$269 Million 0.05% of portfolio	2,226	Q2 2025 Added 10.47%
IYJ Ishares Tr	$0	$262 Million 0.05% of portfolio	1,838	Q2 2025 New

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