Retirement Wealth Solutions LLC ETFs

Retirement Wealth Solutions LLC

$118 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VOO Vanguard Index Fds S&P 500 ETF	$0	$24 Billion 20.25% of portfolio	44,868	Q4 2024 New
VEA Vanguard Ftse Developed Market	$0	$12.4 Billion 10.52% of portfolio	261,758	Q4 2024 New
IVV Ishares Core S&P 500 ETF	$0	$12.2 Billion 10.33% of portfolio	20,953	Q4 2024 New
BNDX Vanguard Total International B	$0	$5.99 Billion 5.07% of portfolio	123,446	Q4 2024 New
BSV Vanguard Bd Index Fd Inc Short	$0	$5.16 Billion 4.36% of portfolio	67,042	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$5 Billion 4.23% of portfolio	116,821	Q4 2024 New
VXF Vanguard Extended Market ETF	$0	$3.81 Billion 3.23% of portfolio	20,189	Q4 2024 New
DYNF Blackrock ETF Tr U S Equity Fa	$0	$3.11 Billion 2.63% of portfolio	61,358	Q4 2024 New
IVW Ishares S&P 500 Growth ETF	$0	$3.05 Billion 2.58% of portfolio	30,199	Q4 2024 New
IUSB Ishares Core Total Usd Bond Ma	$0	$2.62 Billion 2.21% of portfolio	58,420	Q4 2024 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$2.38 Billion 2.01% of portfolio	53,129	Q4 2024 New
QUAL Ishares Msci Usa Quality Facto	$0	$2.34 Billion 1.98% of portfolio	13,279	Q4 2024 New
EFV Msci Eafe Value ETF	$0	$2.29 Billion 1.93% of portfolio	44,092	Q4 2024 New
EFG Msci Eafe Growth ETF	$0	$2.27 Billion 1.92% of portfolio	23,522	Q4 2024 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$2.23 Billion 1.89% of portfolio	30,190	Q4 2024 New
BLV Vanguard Bd Index Fd Inc Long	$0	$2.2 Billion 1.86% of portfolio	32,790	Q4 2024 New
MUB Ishares National Muni Bond ETF	$0	$2.14 Billion 1.81% of portfolio	20,249	Q4 2024 New
AGG Ishares Core U.S. Aggregate Bo	$0	$2.06 Billion 1.74% of portfolio	21,475	Q4 2024 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$1.53 Billion 1.3% of portfolio	27,693	Q4 2024 New
IYW Ishares Dj Us Tech ETF	$0	$1.35 Billion 1.14% of portfolio	8,575	Q4 2024 New
IEFA Ishares Tr	$0	$1.24 Billion 1.05% of portfolio	17,723	Q4 2024 New
ESGU Ishares Trust Ishares Esg Awar	$0	$994 Million 0.84% of portfolio	7,783	Q4 2024 New
IVE Ishares S&P 500 Value ETF	$0	$914 Million 0.77% of portfolio	4,856	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$905 Million 0.77% of portfolio	14,630	Q4 2024 New
MBB Ishares Tr	$0	$700 Million 0.59% of portfolio	7,735	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$590 Million 0.5% of portfolio	8,288	Q4 2024 New
OEF Ishares S&P 100 ETF	$0	$579 Million 0.49% of portfolio	2,028	Q4 2024 New
MTUM Ishares Msci Usa Momentum Fact	$0	$491 Million 0.41% of portfolio	2,372	Q4 2024 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$399 Million 0.34% of portfolio	6,847	Q4 2024 New
VUG Vanguard Growth ETF	$0	$350 Million 0.3% of portfolio	860	Q4 2024 New
TLT Ishares Barclays 20+ Year Trea	$0	$323 Million 0.27% of portfolio	3,776	Q4 2024 New
IEMG Ishares Inc	$0	$317 Million 0.27% of portfolio	6,189	Q4 2024 New
TLH Ishares Barclays 10 20 Yr Trea	$0	$286 Million 0.24% of portfolio	2,933	Q4 2024 New
VTV Vanguard Value ETF	$0	$271 Million 0.23% of portfolio	1,617	Q4 2024 New
HEFA Ishares Currency Hedged Msci E	$0	$268 Million 0.23% of portfolio	7,662	Q4 2024 New
IWM Ishares Russell 2000 ETF	$0	$227 Million 0.19% of portfolio	1,047	Q4 2024 New
IAU Ishares Gold Trust	$43.2B	$177 Million 0.15% of portfolio	3,476	Q4 2024 New
IFRA Ishares Tr	$0	$173 Million 0.15% of portfolio	3,814	Q4 2024 New
VGT Vanguard Information Technolog	$0	$140 Million 0.12% of portfolio	229	Q4 2024 New
IEV Ishares Tr Europe ETF	$0	$138 Million 0.12% of portfolio	2,642	Q4 2024 New
IXC Ishares Tr Global Energy ETF	$0	$130 Million 0.11% of portfolio	3,304	Q4 2024 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$98.8 Million 0.08% of portfolio	1,988	Q4 2024 New
EMB Ishares Tr	$0	$92.1 Million 0.08% of portfolio	1,037	Q4 2024 New
VB Vanguard Small Cap ETF	$0	$76.5 Million 0.06% of portfolio	321	Q4 2024 New
IWD Ishares Russell 1000 Val ETF	$0	$61.9 Million 0.05% of portfolio	337	Q4 2024 New
GOVT Ishares U.S. Treasury Bond ETF	$0	$59.7 Million 0.05% of portfolio	2,680	Q4 2024 New
VIG Vanguard Dividend Appreciation	$0	$48.4 Million 0.04% of portfolio	251	Q4 2024 New
VHT Vanguard Health Care ETF	$0	$42.7 Million 0.04% of portfolio	166	Q4 2024 New
ZECP Zacks Tr Earnings Constant Por	$0	$33.7 Million 0.03% of portfolio	1,120	Q4 2024 New
HYDB Ishares Tr Edge High Yield Def	$0	$28.9 Million 0.02% of portfolio	617	Q4 2024 New

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