Atlas Legacy Advisors, LLC ETFs

Atlas Legacy Advisors, LLC

$519 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLC Select Sector Spdr Tr Communic	$0	$982 Million 0.19% of portfolio	8,294	Q2 2025 Added 139.78%
IEMG Ishares Inc	$0	$976 Million 0.19% of portfolio	14,800	Q3 2025 Added 11.74%
IWN Ishares Russell2000 Val ETF	$0	$962 Million 0.19% of portfolio	5,441	Q3 2025 Reduced 8.95%
VIG Vanguard Dividend Appreciation	$0	$938 Million 0.18% of portfolio	4,345	Q3 2025 Reduced 0.57%
SMLF Ishares Msci Usa Small Cap Mul	$0	$884 Million 0.17% of portfolio	11,893	Q3 2025 Added 1.13%
EEMV Ishares Msci Emerging Markets	$0	$856 Million 0.17% of portfolio	13,410	Q3 2025 Reduced 5.53%
LRGF Ishares Tr	$0	$732 Million 0.14% of portfolio	10,598	Q3 2025 Added 0.9%
XLE Energy Sector Spdr	$0	$677 Million 0.13% of portfolio	7,575	Q3 2025 Reduced 0.16%
EELV Invesco ETF Tr Ii S&P Emerging	$0	$675 Million 0.13% of portfolio	25,347	Q3 2025 Added 1.62%

VBK Vanguard Small Cap Growth ETF	$0	$630 Million 0.12% of portfolio	2,116	Q3 2025 Added 1.93%
PWZ Invesco California Amt Free Mu	$0	$594 Million 0.11% of portfolio	24,840	Q3 2025 Added 40.63%
PXF Invesco Iftse Rafi Dev Mkts Ex	$0	$593 Million 0.11% of portfolio	9,694	Q3 2025 Reduced 13.32%
CGCP Capital Group Core Plus Income	$0	$570 Million 0.11% of portfolio	25,109	Q3 2025 Added 47.97%
SPYD Spdr Portfolio S&P 500 High Di	$0	$564 Million 0.11% of portfolio	12,820	Q3 2025 Reduced 11.59%
FYX First Tr Small Cap Core Alphad	$0	$510 Million 0.1% of portfolio	4,678	Q3 2025 Reduced 0.09%
DBC Invesco Db Commodity Index Tracking Fund	$3.62B	$478 Million 0.09% of portfolio	21,220	Q3 2025 Reduced 0.26%
MUB Ishares National Muni Bond ETF	$0	$454 Million 0.09% of portfolio	4,263	Q3 2025 Reduced 1.23%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$447 Million 0.09% of portfolio	8,930	Q3 2025 Reduced 2.07%

SHM Spdr Nuveen Bloomberg Short Te	$0	$427 Million 0.08% of portfolio	8,860	Q3 2025 Reduced 1.09%
MUNI Pimco ETF Tr Inter Mun Bd Acti	$0	$392 Million 0.08% of portfolio	7,505	Q3 2025 Reduced 1.99%
RDIV Invesco Exchange Traded Fd Tr	$0	$376 Million 0.07% of portfolio	7,208	Q3 2025 Reduced 2.44%
EMB Ishares Tr	$0	$363 Million 0.07% of portfolio	3,816	Q3 2025 Reduced 0.24%
XMLV Invesco ETF Tr Ii S&P Midcap L	$0	$361 Million 0.07% of portfolio	5,679	Q3 2025 Added 0.26%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$345 Million 0.07% of portfolio	743	Q4 2024 New
EMGF Ishares Msci Emerging Markets	$0	$334 Million 0.06% of portfolio	5,904	Q2 2025 New
DFAI Dimensional ETF Tr	$0	$320 Million 0.06% of portfolio	8,810	Q2 2025 New
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$316 Million 0.06% of portfolio	4,294	Q3 2025 Reduced 0.05%
SUB Ishares Short Term National Mu	$0	$314 Million 0.06% of portfolio	2,945	Q3 2025 Reduced 0.41%
ACWI Ishares Msci Acwi ETF	$0	$308 Million 0.06% of portfolio	2,225	Q3 2025 Added 0.27%
SMMU Pimco ETF Tr Sht Term Mun Bd A	$0	$287 Million 0.06% of portfolio	5,682	Q3 2025 Reduced 0.35%
IWF Ishares Russell 1000 Gr ETF	$0	$264 Million 0.05% of portfolio	563	Q4 2024 New
AOA Ishares Tr Core Aggressive All	$0	$245 Million 0.05% of portfolio	2,778	Q2 2025 Reduced 3.47%
VOT Vanguard Mid Cap Growth Index	$0	$200 Million 0.04% of portfolio	681	Q3 2025 New

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