Bernard Wealth Management Corp. ETFs

Bernard Wealth Management Corp.

$246 Billion
Q4 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IUSG Ishares Core S&P U.S Growth Et	$0	$2.02 Million 0.0% of portfolio	12	Q3 2025 New
BND Vanguard Bd Index Fd Inc Total	$0	$1.7 Million 0.0% of portfolio	23	Q4 2025 Reduced 61.02%
CRBN Ishares Tr Msci Acwi Low Carbo	$0	$1.61 Million 0.0% of portfolio	7	Q2 2025 Reduced 41.67%
FV First Trust Dorsey Wright Focu	$0	$1.59 Million 0.0% of portfolio	25	Q4 2024 New
FIXD First Tr ETF Viii Tcw Opportun	$0	$1.44 Million 0.0% of portfolio	33	Q1 2025 Added 3.13%
IEMG Ishares Inc	$0	$1.21 Million 0.0% of portfolio	18	Q3 2025 New
VEA Vanguard Ftse Developed Market	$0	$1.19 Million 0.0% of portfolio	19	Q3 2025 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$1.18 Million 0.0% of portfolio	49	Q3 2025 New
VOT Vanguard Mid Cap Growth Index	$0	$1.12 Million 0.0% of portfolio	4	Q4 2024 New

XLY Select Sector Spdr Consumer Di	$0	$956,000 0.0% of portfolio	8	Q4 2025 Added 100.0%
XLC Select Sector Spdr Tr Communic	$0	$942,000 0.0% of portfolio	8	Q3 2025 New
ICLN Ishares	$0	$904,000 0.0% of portfolio	55	Q2 2025 Reduced 35.29%
IHI Ishares Tr Dow Jones Us Medica	$0	$746,000 0.0% of portfolio	12	Q4 2024 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$721,000 0.0% of portfolio	2	Q3 2025 New
VTWO Vanguard Russell 2000 ETF	$0	$697,000 0.0% of portfolio	7	Q3 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$646,000 0.0% of portfolio	12	Q3 2025 New
BUG Global X Fds Cybersecurity ETF	$0	$518,000 0.0% of portfolio	17	Q4 2024 Reduced 98.84%
EVX Vaneck ETF Tr Environmental Se	$0	$383,000 0.0% of portfolio	10	Q2 2025 Reduced 75.0%

PBW Invesco Exchange Traded Fd Tr	$0	$367,000 0.0% of portfolio	12	Q2 2025 Reduced 40.0%
KBWB Invesco ETF Tr Ii Kbw Bank ETF	$0	$338,000 0.0% of portfolio	4	Q3 2025 New
PPA Invesco Exchange Traded Fd Tr	$0	$314,000 0.0% of portfolio	2	Q3 2025 New
ITB Ishares Tr	$0	$193,000 0.0% of portfolio	2	Q3 2025 New
PAVE Global X Fds Us Infrastructure	$0	$192,000 0.0% of portfolio	4	Q3 2025 New
IBB Ishares Biotechnology ETF	$0	$169,000 0.0% of portfolio	1	Q3 2025 New
FUTY Fidelity Covington Tr Msci Uti	$0	$166,000 0.0% of portfolio	3	Q3 2025 New
IFRA Ishares Tr	$0	$158,000 0.0% of portfolio	3	Q3 2025 New
XLRE Select Sector Spdr Tr Real Est	$0	$122,000 0.0% of portfolio	3	Q3 2025 New
XLB Select Sector Spdr Fd Material	$0	$91,000 0.0% of portfolio	2	Q4 2025 Added 100.0%
SRVR Pacer Fds Tr Benchmark Data &	$0	$58,000 0.0% of portfolio	2	Q3 2025 New

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