Baystate Wealth Management LLC ETFs

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
JPXN Ishares Jpx Nikkei 400 ETF	$0	$25,000 0.0% of portfolio	372	Q2 2023 New
FXZ First Tr Exchange Traded Fd Fi	$0	$24,000 0.0% of portfolio	351	Q4 2023 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$24,000 0.0% of portfolio	321	Q4 2023 Reduced 1.53%
IMCV Ishares Morningstar Mid Cap Va	$0	$23,000 0.0% of portfolio	352	Q4 2023 Added 1.44%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$23,000 0.0% of portfolio	463	Q4 2023 Reduced 94.03%
SPXN Proshares Tr S&P 500 Ex Finls	$0	$22,000 0.0% of portfolio	221	Q4 2023 Added 0.45%
IYK Ishares U.S. Consumer Staples	$0	$22,000 0.0% of portfolio	117	Q4 2023 Added 1.74%
FHLC Fidelity Covington Tr Msci Hea	$0	$21,000 0.0% of portfolio	338	Q4 2023 Added 0.3%
WIP Spdr Ser Tr Ftse Intl Govt Inf	$0	$21,000 0.0% of portfolio	508	Q4 2023 New
IJK Ishares S&P Midcap 400 Growth	$0	$20,000 0.0% of portfolio	256	Q2 2023 New
PGX Invesco ETF Tr Ii Pfd ETF	$0	$20,000 0.0% of portfolio	1,783	Q4 2023 Added 1.83%
SCHA Schwab Strategic Tr Us Small C	$0	$19,000 0.0% of portfolio	416	Q4 2023 Added 0.48%
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$19,000 0.0% of portfolio	261	Q4 2023 Added 0.38%
SKYY First Trust Cloud Computing Et	$0	$19,000 0.0% of portfolio	225	Q4 2023 New
JNK Spdr Bloomberg High Yield Bond	$0	$18,000 0.0% of portfolio	199	Q4 2023 New
COMT Ishares U.S. ETF Trust Gsci CO	$0	$18,000 0.0% of portfolio	736	Q4 2023 Reduced 46.39%
SPAB Spdr Portfolio Aggregate Bond	$0	$17,000 0.0% of portfolio	669	Q4 2023 Added 1.21%
CDL Victory Portf Ii Shs Us Lrg Ca	$0	$16,000 0.0% of portfolio	274	Q4 2023 Added 1.48%
VCIT Vanguard Intermediate Term Cor	$0	$16,000 0.0% of portfolio	197	Q4 2023 Added 27.1%
ITOT Ishares Core S&P Total U.S. St	$0	$16,000 0.0% of portfolio	158	Q4 2023 New
IYZ Ishares Tr Us Telecommunicatio	$0	$16,000 0.0% of portfolio	717	Q4 2023 New
QCLN First Tr Nasdaq Clean Edge Gre	$0	$16,000 0.0% of portfolio	400	Q4 2023 New
VNQ Vanguard Specialized Funds Van	$0	$15,000 0.0% of portfolio	171	Q4 2023 Reduced 72.15%
IAT Ishares Tr	$0	$15,000 0.0% of portfolio	368	Q4 2023 New
LDUR Pimco Enhanced Low Duration Ac	$0	$15,000 0.0% of portfolio	159	Q4 2023 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$15,000 0.0% of portfolio	325	Q4 2023 Added 78.57%
ROBT First Tr Exchange Traded Fd Vi	$0	$14,000 0.0% of portfolio	325	Q4 2023 Added 591.49%
RPV Invesco Exchange Traded Fd Tr	$0	$14,000 0.0% of portfolio	182	Q4 2023 Added 0.55%
UUP Invesco Db Us Dollar Index Bullish Fund	$1.79B	$14,000 0.0% of portfolio	532	Q4 2023 New
IGF Ishares Global Infrastructure	$0	$14,000 0.0% of portfolio	302	Q4 2023 Added 98.68%
EWMC Invesco Exchange Traded Fd Tr	$0	$13,000 0.0% of portfolio	135	Q2 2023 New
SCHG Schwab Strategic Tr Us Large C	$0	$13,000 0.0% of portfolio	165	Q2 2023 New
UJAN Innovator U.S. Equity Ultra Bu	$0	$13,000 0.0% of portfolio	406	Q2 2023 New
EDOC Global X Fds Telemedicine & Di	$0	$13,000 0.0% of portfolio	1,359	Q2 2023 New
FPX First Trust Us Equity Opportun	$0	$13,000 0.0% of portfolio	140	Q2 2023 New
RYE Invesco Exchange Traded Fd Tr	$0	$13,000 0.0% of portfolio	189	Q4 2023 New
XLV Select Sector Spdr Fund Health	$0	$12,000 0.0% of portfolio	88	Q4 2023 Reduced 14.56%
PZA Invesco ETF Tr Ii Natl Amt Fre	$0	$12,000 0.0% of portfolio	502	Q4 2023 New
SPYG Spdr Portfolio	$0	$12,000 0.0% of portfolio	194	Q4 2023 Added 212.9%
IWV Ishares Russell 3000 ETF	$0	$12,000 0.0% of portfolio	46	Q4 2023 Reduced 17.86%
IHE Ishares Tr	$0	$12,000 0.0% of portfolio	67	Q4 2023 New
BLOK Amplify ETF Tr Trnsformational	$0	$11,000 0.0% of portfolio	396	Q2 2023 New
IDRV Ishares Tr Self Driving Ev & T	$0	$11,000 0.0% of portfolio	324	Q4 2023 Added 0.93%
TDTF Flexshares Tr Iboxx 5 Yr Targe	$0	$11,000 0.0% of portfolio	504	Q4 2023 New
ARKQ Ark Autonomous Technology & Ro	$0	$11,000 0.0% of portfolio	193	Q2 2023 New
IHI Ishares Tr Dow Jones Us Medica	$0	$10,000 0.0% of portfolio	201	Q4 2023 Added 0.5%
IJS Ishares S&P Smallcap 600 Value	$0	$10,000 0.0% of portfolio	106	Q4 2023 Added 0.95%
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$9,000 0.0% of portfolio	99	Q4 2023 New
VGSH Vanguard	$0	$9,000 0.0% of portfolio	157	Q4 2023 New
DRIV Global X Fds Global X Autonomo	$0	$9,000 0.0% of portfolio	368	Q3 2023 Added 0.82%

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