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
SLYV Spdr S&P 600 Small Cap Value E	$0	$3,000 0.0% of portfolio	45	Q3 2023 Reduced 96.97%
METV Listed Fds Tr Roundhill Ball M	$0	$3,000 0.0% of portfolio	300	Q2 2023 New
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$3,000 0.0% of portfolio	38	Q2 2023 New
SLVO Credit Suisse Ag	$0	$3,000 0.0% of portfolio	50	Q4 2023 New
EMQQ Emqq Emerging Markets Internet	$0	$3,000 0.0% of portfolio	105	Q2 2023 New
IBDP Ishares Ibonds Dec 2024 Term C	$0	$3,000 0.0% of portfolio	134	Q4 2023 Added 0.75%
EWX Spdr S&P Emerging Markets Smal	$0	$2,000 0.0% of portfolio	44	Q4 2023 New
SPMD Spdr Portfolio	$0	$2,000 0.0% of portfolio	42	Q4 2023 New
FXG First Tr Exchange Traded First	$0	$2,000 0.0% of portfolio	35	Q2 2023 New
CGW Invesco ETF Tr Ii S&P Global W	$0	$2,000 0.0% of portfolio	50	Q2 2023 New
XT Ishares Tr Exponential Technol	$0	$2,000 0.0% of portfolio	50	Q2 2023 New
IGE Ishares Tr North Amern Nat Res	$0	$1,000 0.0% of portfolio	41	Q4 2023 Added 2.5%
BATT Amplify Lithium & Battery Tech	$0	$1,000 0.0% of portfolio	106	Q2 2023 New
SCHO Schwab Short Term Us Treasury	$0	$1,000 0.0% of portfolio	32	Q2 2023 New
HDV Ishares Core High Dividend ETF	$0	$1,000 0.0% of portfolio	17	Q2 2023 New
MSOS Advisorshares Tr Pure Us Canna	$0	$1,000 0.0% of portfolio	200	Q2 2023 New
HDRO ETF Ser Solutions Defiance Nex	$0	$1,000 0.0% of portfolio	300	Q4 2023 Reduced 78.95%
TAN Invesco ETF Tr Ii Solar ETF	$0	$1,000 0.0% of portfolio	30	Q2 2023 New
DFIV Dimensional ETF Tr	$0	$1,000 0.0% of portfolio	54	Q4 2023 New
QEFA Spdr Index Shs Fds Msci Eafe S	$0	$1,000 0.0% of portfolio	22	Q2 2023 New
ARKW Ark Next Generation Internet E	$0	$1,000 0.0% of portfolio	25	Q2 2023 New
JETS ETF Ser Solutions U S Global J	$0	$1,000 0.0% of portfolio	100	Q3 2023 Reduced 50.0%
JPEM Jp Morgan Diversified Return	$0	$1,000 0.0% of portfolio	37	Q3 2023 Added 2.78%
FALN Ishares Tr Fallen Angels Usd B	$0	$0 0.0% of portfolio	18	Q3 2023 Reduced 95.76%
PSR Invesco Actively	$0	$0 0.0% of portfolio	0	Q4 2023 New
SCHR Schwab Intermediate Term Us Tr	$0	$0 0.0% of portfolio	1	Q3 2023 Reduced 99.21%
BKMC Bny Mellon ETF Tr Us Mid Cap C	$0	$0 0.0% of portfolio	0	Q4 2023 New
DFSD Dimensional ETF Tr Short Durat	$0	$0 0.0% of portfolio	4	Q4 2023 New
SRLN Ssga Active Trust	$0	$0 0.0% of portfolio	1	Q3 2023 Reduced 99.06%
TLH Ishares Barclays 10 20 Yr Trea	$0	$0 0.0% of portfolio	8	Q3 2023 Reduced 98.84%
PCY Invesco Fd Tr Ii Emerging Mkts	$0	$0 0.0% of portfolio	5	Q4 2023 Reduced 95.87%

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