Ibex Wealth Advisors ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPY Spdr S&P 500 ETF Trust	$0	$8.65 Million 1.06% of portfolio	14,756	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1	$0	$6.32 Million 0.78% of portfolio	12,361	Q4 2024 New
USMV Ishares Msci Usa Min Vol Facto	$0	$5.48 Million 0.67% of portfolio	61,672	Q4 2024 New
IYY Ishares Tr	$0	$4.61 Million 0.57% of portfolio	32,187	Q4 2024 New
PFF Ishares Trust Ishares Pfd And	$0	$3.76 Million 0.46% of portfolio	119,447	Q4 2024 New
XLK Technology Sector Spdr	$0	$3.28 Million 0.4% of portfolio	14,118	Q4 2024 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$2.62 Million 0.32% of portfolio	33,640	Q4 2024 New
VUG Vanguard Growth ETF	$0	$2.55 Million 0.31% of portfolio	6,223	Q4 2024 New
MUB Ishares National Muni Bond ETF	$0	$2.16 Million 0.27% of portfolio	20,305	Q4 2024 New
IYW Ishares Dj Us Tech ETF	$0	$2.11 Million 0.26% of portfolio	13,201	Q4 2024 New
VYM Vanguard Whitehall Fds (Vangua	$0	$2 Million 0.25% of portfolio	15,638	Q4 2024 New
XLE Energy Sector Spdr	$0	$1.87 Million 0.23% of portfolio	21,869	Q4 2024 New
PREF Principal Spectrum Pfd Secs Ac	$0	$1.86 Million 0.23% of portfolio	100,136	Q4 2024 New
HYGH Ishares U S ETF Tr Int Rate He	$0	$1.79 Million 0.22% of portfolio	20,711	Q4 2024 New
IWF Ishares Russell 1000 Gr ETF	$0	$1.76 Million 0.22% of portfolio	4,385	Q4 2024 New
IEF Ishares Barclays	$0	$1.7 Million 0.21% of portfolio	18,378	Q4 2024 New
KBE Spdr S&P Bank ETF	$0	$1.68 Million 0.21% of portfolio	30,344	Q4 2024 New
IMCG Ishare Morningstar Mid Cap Gro	$0	$1.68 Million 0.21% of portfolio	22,205	Q4 2024 New
ITA Ishares Tr	$0	$1.59 Million 0.2% of portfolio	10,965	Q4 2024 New
XLI Industrial Sector Spdr	$0	$1.59 Million 0.2% of portfolio	12,038	Q4 2024 New
XLU Utilities Sector Spdr	$0	$1.58 Million 0.19% of portfolio	20,924	Q4 2024 New
ITOT Ishares Core S&P Total U.S. St	$0	$1.56 Million 0.19% of portfolio	12,121	Q4 2024 New
PGX Invesco ETF Tr Ii Pfd ETF	$0	$1.55 Million 0.19% of portfolio	134,253	Q4 2024 New
SOXX Ishares Semiconductor ETF	$0	$1.53 Million 0.19% of portfolio	7,085	Q4 2024 New
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$1.47 Million 0.18% of portfolio	16,359	Q4 2024 New
ITB Ishares Tr	$0	$1.36 Million 0.17% of portfolio	13,168	Q4 2024 New
RSP Invesco S&P 500 Equal Weight E	$0	$1.21 Million 0.15% of portfolio	6,933	Q4 2024 New
FBND Fidelity Merrimack Str Tr Tota	$0	$1.21 Million 0.15% of portfolio	26,955	Q4 2024 New
COPX Global X Copper Miners ETF	$0	$1.2 Million 0.15% of portfolio	31,499	Q4 2024 New
KIE Spdr S&P Insurance ETF	$0	$1.13 Million 0.14% of portfolio	19,921	Q4 2024 New
QUAL Ishares Msci Usa Quality Facto	$0	$1.04 Million 0.13% of portfolio	5,837	Q4 2024 New
VHT Vanguard Health Care ETF	$0	$1.01 Million 0.12% of portfolio	3,990	Q4 2024 New
TLT Ishares Barclays 20+ Year Trea	$0	$989,000 0.12% of portfolio	11,331	Q4 2024 New
PDP Invesco Exchange Traded Fd Tr	$0	$891,000 0.11% of portfolio	8,288	Q4 2024 New
PKB Invesco Exchange Traded Fd Tr	$0	$869,000 0.11% of portfolio	11,484	Q4 2024 New
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$836,000 0.1% of portfolio	8,337	Q4 2024 New
QYLD Global X Fdsnasdaq 100 Covered	$0	$742,000 0.09% of portfolio	40,727	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$714,000 0.09% of portfolio	6,205	Q4 2024 New
VCIT Vanguard Intermediate Term Cor	$0	$660,000 0.08% of portfolio	8,234	Q4 2024 New
VCLT Vanguard Lg Trm Corp Bd ETF	$0	$627,000 0.08% of portfolio	8,390	Q4 2024 New
VIG Vanguard Dividend Appreciation	$0	$513,000 0.06% of portfolio	2,820	Q4 2024 New
PFM Invesco Exchange Traded Fd Tr	$0	$394,000 0.05% of portfolio	8,597	Q4 2024 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$345,000 0.04% of portfolio	3,293	Q4 2024 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$324,000 0.04% of portfolio	762	Q4 2024 New
VGT Vanguard Information Technolog	$0	$320,000 0.04% of portfolio	516	Q4 2024 New
IWD Ishares Russell 1000 Val ETF	$0	$303,000 0.04% of portfolio	1,639	Q4 2024 New
IGV Ishares Expanded Tech Software	$0	$295,000 0.04% of portfolio	2,947	Q4 2024 New
VOT Vanguard Mid Cap Growth Index	$0	$288,000 0.04% of portfolio	1,137	Q4 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$266,000 0.03% of portfolio	495	Q4 2024 New
GDXJ Vaneck ETF Tr Jr Gold Miners E	$0	$226,000 0.03% of portfolio	5,300	Q4 2024 New

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