Lri Investments, LLC ETFs

Lri Investments, LLC

$1.04 Trillion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MGV Vanguard Mega Cap Value	$0	$269 Million 0.03% of portfolio	2,152	Q3 2024 Added 0.51%
VAW Vanguard Materials ETF	$0	$266 Million 0.03% of portfolio	1,417	Q3 2024 New
VBR Vanguard Small Cap Value ETF	$0	$256 Million 0.02% of portfolio	1,290	Q3 2024 Added 16.43%
VV Vanguard Large Cap ETF	$0	$242 Million 0.02% of portfolio	896	Q1 2024 New
SOXX Ishares Semiconductor ETF	$0	$230 Million 0.02% of portfolio	1,068	Q3 2024 Added 612.0%
IAT Ishares Tr	$0	$224 Million 0.02% of portfolio	4,450	Q3 2024 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$199 Million 0.02% of portfolio	3,960	Q4 2024 Added 5.85%
IHAK Ishares Tr Cybersecurity & Tec	$0	$190 Million 0.02% of portfolio	3,900	Q3 2024 New
VB Vanguard Small Cap ETF	$0	$190 Million 0.02% of portfolio	790	Q1 2024 New
AIQ Global X Funds Global X Artifi	$0	$190 Million 0.02% of portfolio	4,910	Q3 2024 New
XLU Utilities Sector Spdr	$0	$183 Million 0.02% of portfolio	2,424	Q3 2024 Reduced 29.58%
PSJ Invesco Exchange Traded Fd Tr	$0	$174 Million 0.02% of portfolio	3,855	Q3 2024 New
XLE Energy Sector Spdr	$0	$165 Million 0.02% of portfolio	1,924	Q3 2024 Added 390.82%
DVY Ishares Tr	$0	$165 Million 0.02% of portfolio	1,255	Q1 2024 New
ITOT Ishares Core S&P Total U.S. St	$0	$161 Million 0.02% of portfolio	1,250	Q1 2024 New
VOT Vanguard Mid Cap Growth Index	$0	$156 Million 0.02% of portfolio	615	Q1 2024 New
IRBO Ishares Robotics & Artificial	$0	$148 Million 0.01% of portfolio	4,000	Q3 2024 New
AVUS American Centy ETF Tr Avantis	$0	$148 Million 0.01% of portfolio	1,529	Q1 2024 New
IJJ Ishares S&P Midcap 400 Value E	$0	$147 Million 0.01% of portfolio	1,180	Q1 2024 New
DBEF Xtrackers Msci Eafe Hedged Equ	$0	$140 Million 0.01% of portfolio	3,375	Q1 2024 New
IJS Ishares S&P Smallcap 600 Value	$0	$137 Million 0.01% of portfolio	1,260	Q1 2024 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$132 Million 0.01% of portfolio	232	Q4 2024 Reduced 76.3%
VFMF Vanguard Wellington Fd Us Mult	$0	$131 Million 0.01% of portfolio	1,005	Q4 2024 Added 3.4%
ILCV Ishares Morningstar Value ETF	$0	$130 Million 0.01% of portfolio	1,600	Q2 2024 Reduced 6.43%
IWR Ishares Russell Mid Cap ETF	$0	$129 Million 0.01% of portfolio	1,460	Q1 2024 New
IWN Ishares Russell2000 Val ETF	$0	$124 Million 0.01% of portfolio	758	Q1 2024 New
XLI Industrial Sector Spdr	$0	$113 Million 0.01% of portfolio	859	Q2 2024 Added 3.25%
IWM Ishares Russell 2000 ETF	$0	$110 Million 0.01% of portfolio	500	Q4 2024 Reduced 86.16%
FENY Fidelity Covington Tr Msci Ene	$0	$108 Million 0.01% of portfolio	4,536	Q3 2024 Added 791.16%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$107 Million 0.01% of portfolio	2,799	Q1 2024 New
AVDV American Centy ETF Tr Avantis	$0	$107 Million 0.01% of portfolio	1,650	Q1 2024 New
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$106 Million 0.01% of portfolio	1,874	Q1 2024 New
DOL Wisdomtree Tr Intl Largecap Di	$0	$103 Million 0.01% of portfolio	2,085	Q1 2024 New
SLQD Ishares 0 5 Year Investment Gr	$0	$97.5 Million 0.01% of portfolio	1,960	Q1 2024 New
XLRE Select Sector Spdr Tr Real Est	$0	$93.9 Million 0.01% of portfolio	2,310	Q3 2024 New
XLY Select Sector Spdr Consumer Di	$0	$89.7 Million 0.01% of portfolio	400	Q1 2024 New
RSP Invesco S&P 500 Equal Weight E	$0	$83.2 Million 0.01% of portfolio	475	Q2 2024 Added 86.27%
VXF Vanguard Extended Market ETF	$0	$83 Million 0.01% of portfolio	437	Q1 2024 New
DHS Wisdomtree Tr U.S	$0	$82.6 Million 0.01% of portfolio	885	Q1 2024 New
HDV Ishares Core High Dividend ETF	$0	$80.8 Million 0.01% of portfolio	720	Q2 2024 Reduced 50.68%
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$76.5 Million 0.01% of portfolio	763	Q3 2024 Reduced 5.57%
VT Vanguard Total World Stk Index	$0	$75.9 Million 0.01% of portfolio	646	Q4 2024 Added 0.62%
EFV Msci Eafe Value ETF	$0	$75 Million 0.01% of portfolio	1,429	Q2 2024 Added 65.39%
PHO Invesco Exchange Traded Fd Tr	$0	$74.5 Million 0.01% of portfolio	1,133	Q1 2024 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$72.7 Million 0.01% of portfolio	300	Q1 2024 New
AVDE American Centy ETF Tr Avantis	$0	$67.4 Million 0.01% of portfolio	1,098	Q1 2024 New
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$65.4 Million 0.01% of portfolio	1,285	Q4 2024 Reduced 20.43%
SCHD Schwab Strategic Tr Us Dividen	$0	$65.3 Million 0.01% of portfolio	2,391	Q4 2024 Reduced 12.39%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$65.1 Million 0.01% of portfolio	621	Q4 2024 New
SPSB Spdr Portfolio Short Term Corp	$0	$58.3 Million 0.01% of portfolio	1,954	Q1 2024 New

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