Long View Wealth Management ETFs

Long View Wealth Management

$414 Billion
Q4 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IMCG Ishare Morningstar Mid Cap Gro	$0	$323 Million 0.08% of portfolio	3,897	Q4 2025 Added 2.93%
GLDM World Gold Trust	$11.9B	$320 Million 0.08% of portfolio	3,524	Q4 2025 Added 2.47%
IUSV Ishares Core S&P U.S. Value Et	$0	$316 Million 0.08% of portfolio	3,004	Q2 2025 Added 21.52%
CGXU Capital Group Intl Focus Equit	$0	$314 Million 0.08% of portfolio	10,073	Q4 2025 Added 0.21%
FSTA Fidelity Covington Tr Msci Con	$0	$313 Million 0.08% of portfolio	6,157	Q4 2025 Added 0.26%
VGT Vanguard Information Technolog	$0	$306 Million 0.07% of portfolio	399	Q4 2025 Added 6.68%
FCOM Fidelity Covington Tr Msci Com	$0	$293 Million 0.07% of portfolio	3,961	Q4 2025 Added 3.75%
FNDE Schwab Fundamental Emerging Mk	$0	$287 Million 0.07% of portfolio	7,637	Q4 2025 New
IEUR Ishares Tr Ishares Core Msci E	$0	$285 Million 0.07% of portfolio	3,896	Q4 2025 New

IAU Ishares Gold Trust	$65.3B	$280 Million 0.07% of portfolio	3,239	Q4 2025 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$279 Million 0.07% of portfolio	2,268	Q3 2025 Added 17.39%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$276 Million 0.07% of portfolio	5,695	Q4 2025 New
VOOG Vanguard S&P 500 Growth ETF	$0	$274 Million 0.07% of portfolio	608	Q2 2024 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$268 Million 0.06% of portfolio	1,862	Q4 2025 Added 25.98%
SPY Spdr S&P 500 ETF Trust	$0	$262 Million 0.06% of portfolio	377	Q4 2025 Reduced 9.81%
IJR Ishares Core S&P Sm Cap ETF	$0	$251 Million 0.06% of portfolio	1,981	Q3 2025 Reduced 5.49%
IJH Ishares Core S&P Mid Cap ETF	$0	$249 Million 0.06% of portfolio	3,593	Q4 2025 Reduced 0.55%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$247 Million 0.06% of portfolio	4,884	Q4 2025 Added 2.84%

NEAR Blackrock Short Maturity Bond	$0	$245 Million 0.06% of portfolio	4,786	Q4 2025 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$242 Million 0.06% of portfolio	3,084	Q4 2025 Added 0.52%
FENY Fidelity Covington Tr Msci Ene	$0	$237 Million 0.06% of portfolio	9,256	Q4 2025 Added 5.01%
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$235 Million 0.06% of portfolio	2,341	Q4 2025 Added 0.64%
VEU Vanguard Ftse All World Ex Us	$0	$233 Million 0.06% of portfolio	3,041	Q4 2025 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$224 Million 0.05% of portfolio	4,745	Q4 2025 Reduced 26.64%
HEFA Ishares Currency Hedged Msci E	$0	$223 Million 0.05% of portfolio	5,178	Q4 2025 Added 1.57%
PSR Invesco Actively	$0	$220 Million 0.05% of portfolio	2,410	Q4 2025 Added 7.78%
XAR Spdr S&P Aerospace & Defense E	$0	$220 Million 0.05% of portfolio	783	Q4 2025 Reduced 9.27%
RWL Invesco Exchange Traded Fd Tr	$0	$201 Million 0.05% of portfolio	1,700	Q4 2025 New

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