Iron Horse Wealth Management, LLC ETFs

Iron Horse Wealth Management, LLC

$276 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLP Consumer Staples Sector Spdr	$0	$44,000 0.02% of portfolio	582	Q4 2024 New
XLU Utilities Sector Spdr	$0	$41,000 0.01% of portfolio	545	Q3 2024 Added 22.47%
ESGU Ishares Trust Ishares Esg Awar	$0	$40,000 0.01% of portfolio	313	Q1 2024 Reduced 0.63%
VGIT Vanguard Intermediate Term Tre	$0	$40,000 0.01% of portfolio	701	Q1 2024 Added 27.22%
USD Proshares Ultra Semiconductors	$0	$39,000 0.01% of portfolio	612	Q4 2024 Added 100.0%
XLG Invesco Exchange Traded Fd Tr	$0	$37,000 0.01% of portfolio	750	Q3 2023 New
SCHX Schwab Strategic Tr Us Large C	$0	$35,000 0.01% of portfolio	1,524	Q4 2024 Added 200.0%
FNDA Schwab Fundamental U S Small C	$0	$32,000 0.01% of portfolio	1,092	Q4 2024 Added 100.0%
DFAT Dimensional ETF Tr U S Target	$0	$31,000 0.01% of portfolio	574	Q3 2024 New
FNDE Schwab Fundamental Emerging Mk	$0	$30,000 0.01% of portfolio	1,051	Q2 2024 New
ESGD Ishares Trust Ishares Esg Awar	$0	$28,000 0.01% of portfolio	372	Q4 2024 Added 3.05%
IHDG Wisdomtree Tr	$0	$27,000 0.01% of portfolio	644	Q3 2024 Added 8.42%
FNDF Schwab Fundamental Intl Large	$0	$25,000 0.01% of portfolio	755	Q2 2024 New
AVEM American Centy ETF Tr Avantis	$0	$25,000 0.01% of portfolio	430	Q3 2024 New
SCHA Schwab Strategic Tr Us Small C	$0	$23,000 0.01% of portfolio	910	Q4 2024 Added 100.0%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$23,000 0.01% of portfolio	300	Q2 2024 Reduced 29.41%
JHML John Hancock Multifactor Large	$0	$22,000 0.01% of portfolio	329	Q2 2024 New
SCHI Schwab Strategic Tr 5 10 Yr C	$0	$21,000 0.01% of portfolio	970	Q4 2024 Added 100.0%
FDN First Tr Fd Dow Jones	$0	$21,000 0.01% of portfolio	90	Q3 2023 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$21,000 0.01% of portfolio	51	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$21,000 0.01% of portfolio	295	Q3 2024 New
IEFA Ishares Tr	$0	$20,000 0.01% of portfolio	292	Q3 2024 New
VEU Vanguard Ftse All World Ex Us	$0	$20,000 0.01% of portfolio	350	Q4 2024 New
VDE Vanguard Energy ETF	$0	$19,000 0.01% of portfolio	158	Q4 2024 New
CMDY Ishares Us ETF Tr Bloomberg Ro	$0	$19,000 0.01% of portfolio	410	Q2 2022 New
SCHE Schwab Strategic Tr Us Emergin	$0	$19,000 0.01% of portfolio	727	Q2 2024 New
IEMG Ishares Inc	$0	$18,000 0.01% of portfolio	344	Q3 2023 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$18,000 0.01% of portfolio	409	Q2 2024 New
XLE Energy Sector Spdr	$0	$18,000 0.01% of portfolio	221	Q3 2024 New
IPAC Ishares Tr Ishares Core Msci P	$0	$17,000 0.01% of portfolio	284	Q3 2023 New
SCHD Schwab Strategic Tr Us Dividen	$0	$17,000 0.01% of portfolio	651	Q4 2024 Added 202.79%
FNDC Schwab Fundamental Intl Small	$0	$16,000 0.01% of portfolio	486	Q2 2024 New
VYMI Vanguard Whitehall Fds Intl Hi	$0	$16,000 0.01% of portfolio	250	Q4 2022 New
RSP Invesco S&P 500 Equal Weight E	$0	$15,000 0.01% of portfolio	88	Q3 2023 New
IEUR Ishares Tr Ishares Core Msci E	$0	$14,000 0.01% of portfolio	267	Q3 2023 New
JNK Spdr Bloomberg High Yield Bond	$0	$13,000 0.0% of portfolio	140	Q3 2023 New
STIP Ishares Barclays 0 5 Year Tips	$0	$13,000 0.0% of portfolio	130	Q3 2024 Reduced 69.05%
SPLB Spdr Portfolio Long Term Corpo	$0	$12,000 0.0% of portfolio	549	Q2 2024 Added 6.19%
IWF Ishares Russell 1000 Gr ETF	$0	$12,000 0.0% of portfolio	30	Q4 2022 Added 50.0%
FLTR Vaneck ETF Tr Investment Grade	$0	$12,000 0.0% of portfolio	500	Q4 2024 New
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$11,000 0.0% of portfolio	253	Q3 2024 New
SCHC Schwab Strategic Tr Intl Small	$0	$11,000 0.0% of portfolio	331	Q2 2024 New
XLY Select Sector Spdr Consumer Di	$0	$11,000 0.0% of portfolio	51	Q2 2024 New
USMC Principal ETF U S Mega Cap	$0	$11,000 0.0% of portfolio	191	Q3 2023 New
USRT Ishares Core U.S. Reit ETF	$0	$10,000 0.0% of portfolio	178	Q4 2024 Reduced 5.82%
PFM Invesco Exchange Traded Fd Tr	$0	$9,000 0.0% of portfolio	204	Q3 2023 New
VDC Vanguard Consumer Staples ETF	$0	$9,000 0.0% of portfolio	43	Q3 2024 New
ESGE Ishares, Inc. Ishares Esg Awar	$0	$9,000 0.0% of portfolio	286	Q4 2023 Added 11.28%
SCHR Schwab Intermediate Term Us Tr	$0	$9,000 0.0% of portfolio	408	Q4 2024 Added 100.0%
IAU Ishares Gold Trust	$45.8B	$8,000 0.0% of portfolio	169	Q2 2024 New

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