Goldstein Advisors, LLC ETFs

Goldstein Advisors, LLC

$658 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IVW Ishares S&P 500 Growth ETF	$0	$536 Million 0.08% of portfolio	5,596	Q3 2024 Added 0.81%
VTV Vanguard Value ETF	$0	$535 Million 0.08% of portfolio	3,067	Q3 2024 Added 6.64%
DYNF Blackrock ETF Tr U S Equity Fa	$0	$495 Million 0.08% of portfolio	10,012	Q3 2024 New
VLUE Ishares Msci Usa Value Factor	$0	$481 Million 0.07% of portfolio	4,415	Q3 2024 Added 0.07%
SCHX Schwab Strategic Tr Us Large C	$0	$477 Million 0.07% of portfolio	7,025	Q3 2024 Added 0.29%
SCHV Schwab Strategic Tr Us Large C	$0	$466 Million 0.07% of portfolio	5,800	Q1 2024 Added 7.57%
UITB Usaa ETF Tr Core Intermediate	$0	$463 Million 0.07% of portfolio	9,664	Q3 2024 Reduced 19.81%
IJJ Ishares S&P Midcap 400 Value E	$0	$423 Million 0.06% of portfolio	3,420	Q2 2023 Added 0.74%
AVDV American Centy ETF Tr Avantis	$0	$405 Million 0.06% of portfolio	5,734	Q3 2024 Reduced 95.15%
SPY Spdr S&P 500 ETF Trust	$0	$402 Million 0.06% of portfolio	700	Q3 2024 Added 1.89%
SCHF Schwab Strategic Tr Intl Eqty	$0	$391 Million 0.06% of portfolio	9,515	Q3 2024 Added 4.73%
EFAV Ishares Msci Eafe Min Vol Fact	$0	$381 Million 0.06% of portfolio	4,967	Q3 2024 Added 12.27%
DFUV Dimensional ETF Tr Us Marketwi	$0	$368 Million 0.06% of portfolio	8,819	Q4 2022 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$357 Million 0.05% of portfolio	7,459	Q3 2024 Added 5.22%
RDVY First Trust Rising Dividend Ac	$0	$347 Million 0.05% of portfolio	5,859	Q3 2024 Reduced 2.19%
DSI Ishares Msci Kld 400 Social Et	$0	$336 Million 0.05% of portfolio	3,092	Q3 2024 Reduced 1.43%
VGT Vanguard Information Technolog	$0	$318 Million 0.05% of portfolio	542	Q3 2024 Added 53.98%
VXUS Vanguard Star Fd Vanguard Tota	$0	$316 Million 0.05% of portfolio	4,875	Q3 2024 Reduced 0.14%
IWY Ishares Tr Russell 200 Growth	$0	$312 Million 0.05% of portfolio	1,416	Q2 2024 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$310 Million 0.05% of portfolio	3,728	Q3 2024 Reduced 3.82%
DFAT Dimensional ETF Tr U S Target	$0	$295 Million 0.04% of portfolio	5,310	Q4 2022 New
EFG Msci Eafe Growth ETF	$0	$282 Million 0.04% of portfolio	2,616	Q3 2024 Added 1.95%
IUSG Ishares Core S&P U.S Growth Et	$0	$280 Million 0.04% of portfolio	2,122	Q3 2024 Reduced 12.13%
DFIV Dimensional ETF Tr	$0	$271 Million 0.04% of portfolio	7,116	Q4 2022 New
XLU Utilities Sector Spdr	$0	$263 Million 0.04% of portfolio	3,261	Q1 2024 New
DFAS Dimensional ETF Tr U S Small C	$0	$263 Million 0.04% of portfolio	4,058	Q4 2022 New
PWV Invesco Exchange Traded Fd Tr	$0	$258 Million 0.04% of portfolio	4,432	Q1 2024 Reduced 3.17%
POCT Innovator U.S. Equity Power Bu	$0	$250 Million 0.04% of portfolio	6,420	Q3 2024 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$250 Million 0.04% of portfolio	1,760	Q2 2024 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$248 Million 0.04% of portfolio	4,689	Q3 2024 Reduced 7.39%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$244 Million 0.04% of portfolio	3,395	Q2 2024 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$239 Million 0.04% of portfolio	3,916	Q3 2024 New
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$232 Million 0.04% of portfolio	2,641	Q1 2024 New
LCTU Blackrock ETF Tr Us Carbon Tra	$0	$230 Million 0.03% of portfolio	3,667	Q3 2024 Added 3.82%
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$215 Million 0.03% of portfolio	2,706	Q3 2024 New
MUNI Pimco ETF Tr Inter Mun Bd Acti	$0	$207 Million 0.03% of portfolio	3,898	Q2 2024 New
ICVT Ishares Tr Convertible Bond Et	$0	$203 Million 0.03% of portfolio	2,428	Q3 2024 New

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