Diversify Wealth Management, LLC ETFs

Diversify Wealth Management, LLC

$1.04 Trillion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
CWB Spdr Bloomberg Convertible Sec	$0	$404 Million 0.04% of portfolio	5,243	Q3 2024 New
STIP Ishares Barclays 0 5 Year Tips	$0	$399 Million 0.04% of portfolio	3,957	Q3 2024 Reduced 15.81%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$393 Million 0.04% of portfolio	4,999	Q3 2024 New
INDA Ishares Msci India Index Fund	$0	$374 Million 0.04% of portfolio	6,737	Q3 2024 Reduced 18.0%
AVIG American Centy ETF Tr Avantis	$0	$363 Million 0.03% of portfolio	8,772	Q3 2024 New
VGSH Vanguard	$0	$354 Million 0.03% of portfolio	6,059	Q3 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$336 Million 0.03% of portfolio	2,929	Q3 2024 New
SPSB Spdr Portfolio Short Term Corp	$0	$328 Million 0.03% of portfolio	10,924	Q3 2024 Reduced 26.77%
IMCB Ishares Morningstar Mid Cap Et	$0	$311 Million 0.03% of portfolio	4,073	Q3 2024 Reduced 11.48%
BSTP Innovator Etfs Tr Buffer Step	$0	$307 Million 0.03% of portfolio	9,369	Q3 2024 New
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$305 Million 0.03% of portfolio	5,984	Q3 2024 Added 20.11%
VRP Invesco ETF Tr Ii Var Rate Pfd	$0	$301 Million 0.03% of portfolio	12,391	Q3 2024 Added 40.52%
USMV Ishares Msci Usa Min Vol Facto	$0	$298 Million 0.03% of portfolio	3,247	Q3 2024 New
EFV Msci Eafe Value ETF	$0	$297 Million 0.03% of portfolio	5,384	Q3 2024 New
SRLN Ssga Active Trust	$0	$292 Million 0.03% of portfolio	6,975	Q3 2024 Reduced 83.26%
AVEM American Centy ETF Tr Avantis	$0	$288 Million 0.03% of portfolio	4,529	Q3 2024 New
FXY Invesco Currency Shares Japanese Yen Trust	$123M	$284 Million 0.03% of portfolio	4,689	Q3 2024 New
USHY Ishares Tr Broad Usd High Yiel	$0	$281 Million 0.03% of portfolio	7,577	Q3 2024 Reduced 10.43%
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$269 Million 0.03% of portfolio	19,634	Q3 2024 New
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$262 Million 0.03% of portfolio	2,607	Q3 2024 Added 17.7%
VXUS Vanguard Star Fd Vanguard Tota	$0	$254 Million 0.02% of portfolio	4,074	Q3 2024 New
PSTP Innovator Etfs Tr Pwr Buffer S	$0	$249 Million 0.02% of portfolio	7,866	Q3 2024 New
IWN Ishares Russell2000 Val ETF	$0	$234 Million 0.02% of portfolio	1,415	Q3 2024 New
IUSG Ishares Core S&P U.S Growth Et	$0	$233 Million 0.02% of portfolio	1,757	Q3 2024 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$224 Million 0.02% of portfolio	3,522	Q3 2024 New
AOK Ishares Tr Core Conservative A	$0	$221 Million 0.02% of portfolio	5,839	Q3 2024 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$220 Million 0.02% of portfolio	3,233	Q3 2024 New
IWM Ishares Russell 2000 ETF	$0	$206 Million 0.02% of portfolio	941	Q3 2024 New
JBBB Janus Detroit Str Tr Henderson	$0	$201 Million 0.02% of portfolio	4,081	Q3 2024 Reduced 3.55%

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