Iams Wealth Management, LLC ETFs

Iams Wealth Management, LLC

$219 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
CGGR Capital Group Growth ETF Shs C	$0	$512 Million 0.23% of portfolio	13,774	Q4 2024 New
IWB Ishares Tr Russell 1000 ETF	$0	$498 Million 0.23% of portfolio	1,547	Q4 2024 New
IEF Ishares Barclays	$0	$489 Million 0.22% of portfolio	5,286	Q4 2024 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$480 Million 0.22% of portfolio	10,693	Q4 2024 Added 20.29%
MOAT Vaneck Morningstar Wide Moat E	$0	$430 Million 0.2% of portfolio	4,642	Q4 2024 Reduced 19.33%
UCON First Tr ETF Viii Tcw Unconstr	$0	$422 Million 0.19% of portfolio	17,129	Q4 2024 New
XLI Industrial Sector Spdr	$0	$397 Million 0.18% of portfolio	3,013	Q4 2024 Added 9.88%
SPGP Invesco Exchange Traded Fd Tr	$0	$369 Million 0.17% of portfolio	3,523	Q4 2024 Added 11.21%
SPIB Spdr Portfolio Intermediate Te	$0	$337 Million 0.15% of portfolio	10,274	Q4 2024 New
USFR Wisdomtree Floating Rate Treas	$0	$336 Million 0.15% of portfolio	6,684	Q4 2024 New
GLD Spdr Gold Trust	$89.7B	$335 Million 0.15% of portfolio	1,384	Q4 2024 Added 16.5%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$335 Million 0.15% of portfolio	4,291	Q4 2024 New
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$334 Million 0.15% of portfolio	6,907	Q4 2024 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$334 Million 0.15% of portfolio	9,646	Q4 2023 New
JHSC John Hancock ETF Tr Multifacto	$0	$328 Million 0.15% of portfolio	8,248	Q4 2024 New
JHMM John Hancock Multifactor Mid C	$0	$327 Million 0.15% of portfolio	5,472	Q4 2024 New
TLH Ishares Barclays 10 20 Yr Trea	$0	$325 Million 0.15% of portfolio	3,262	Q4 2024 New
SPMD Spdr Portfolio	$0	$319 Million 0.15% of portfolio	5,829	Q4 2024 Added 8.59%
TLT Ishares Barclays 20+ Year Trea	$0	$294 Million 0.13% of portfolio	3,363	Q4 2024 New
DHS Wisdomtree Tr U.S	$0	$274 Million 0.13% of portfolio	2,935	Q4 2024 New
FXU First Tr Exchange Traded Fd Ut	$0	$272 Million 0.12% of portfolio	7,188	Q4 2024 Reduced 30.69%
XLU Utilities Sector Spdr	$0	$266 Million 0.12% of portfolio	3,509	Q4 2024 Added 15.73%
GWX Spdr Index Shs Fd Spdr S&P Int	$0	$261 Million 0.12% of portfolio	8,427	Q4 2024 Added 21.72%
VOO Vanguard Index Fds S&P 500 ETF	$0	$242 Million 0.11% of portfolio	449	Q4 2024 New
FEMB First Tr ETF Emerging Markets	$0	$237 Million 0.11% of portfolio	9,122	Q4 2024 Reduced 6.06%
IYZ Ishares Tr Us Telecommunicatio	$0	$235 Million 0.11% of portfolio	8,774	Q4 2024 New
FDVV Fidelity High Dividend ETF	$0	$230 Million 0.11% of portfolio	4,610	Q4 2024 New
RDVY First Trust Rising Dividend Ac	$0	$228 Million 0.1% of portfolio	3,862	Q4 2024 Reduced 23.11%
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$228 Million 0.1% of portfolio	4,726	Q4 2024 New
EBND Spdr Bloomberg Emerging Market	$0	$224 Million 0.1% of portfolio	11,466	Q4 2024 New
FSMB First Tr Et Fd Iii Short Durat	$0	$221 Million 0.1% of portfolio	11,164	Q4 2024 Reduced 14.14%
FID First Tr Exchange Trded Fd Vi	$0	$221 Million 0.1% of portfolio	13,586	Q4 2024 Reduced 0.12%
IEFA Ishares Tr	$0	$213 Million 0.1% of portfolio	3,034	Q3 2024 New
TIPX Spdr Bloomberg 1 10 Year Tips	$0	$194 Million 0.09% of portfolio	10,475	Q4 2024 New

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