Kovitz Investment Group Partners, LLC ETFs

Kovitz Investment Group Partners, LLC

$28.6 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ONEQ Fidelity Nasdaq Composite Inde	$0	$363,000 0.0% of portfolio	4,779	Q4 2024 New
XLI Industrial Sector Spdr	$0	$346,000 0.0% of portfolio	2,633	Q4 2024 Added 3.09%
ISTB Ihares Core 1 5 Years Usd Bond	$0	$341,000 0.0% of portfolio	7,158	Q4 2024 Reduced 21.18%
FDN First Tr Fd Dow Jones	$0	$340,000 0.0% of portfolio	1,402	Q4 2024 Added 4.32%
KRE Spdr S&P Regional Banking ETF	$0	$332,000 0.0% of portfolio	5,510	Q4 2024 Reduced 0.24%
EWC Ishares Msci Canada ETF	$0	$327,000 0.0% of portfolio	8,120	Q4 2024 Reduced 6.4%
FTCS First Trust Capital Strength E	$0	$325,000 0.0% of portfolio	3,700	Q3 2024 New
IYJ Ishares Tr	$0	$324,000 0.0% of portfolio	2,432	Q3 2024 Reduced 3.45%
DSTX ETF Ser Sol Distillate Intl Fu	$0	$318,000 0.0% of portfolio	13,813	Q4 2024 Added 0.7%
IHI Ishares Tr Dow Jones Us Medica	$0	$312,000 0.0% of portfolio	5,362	Q4 2024 Reduced 6.96%
PHO Invesco Exchange Traded Fd Tr	$0	$311,000 0.0% of portfolio	4,740	Q4 2024 Reduced 59.9%
IUSG Ishares Core S&P U.S Growth Et	$0	$305,000 0.0% of portfolio	2,192	Q4 2024 Added 0.64%
IDEV Ishares Core Msci Intl Develop	$0	$305,000 0.0% of portfolio	4,745	Q4 2024 New
AIQ Global X Funds Global X Artifi	$0	$301,000 0.0% of portfolio	7,807	Q4 2024 New
DON Wisdomtree Tr U.S. Midcap Divi	$0	$292,000 0.0% of portfolio	5,739	Q4 2024 New
PTNQ Pacer Fds Tr Trendpliot 100 Et	$0	$290,000 0.0% of portfolio	3,927	Q4 2024 New
MGC Vanguard Mega Cap ETF	$0	$286,000 0.0% of portfolio	1,347	Q4 2024 Added 0.07%
CRBN Ishares Tr Msci Acwi Low Carbo	$0	$278,000 0.0% of portfolio	1,437	Q4 2024 Reduced 88.22%
EWL Ishares Inc Msci Switzerlnd	$0	$276,000 0.0% of portfolio	6,019	Q4 2024 Reduced 7.81%
SCHV Schwab Strategic Tr Us Large C	$0	$274,000 0.0% of portfolio	10,542	Q4 2024 Added 37.62%
DIG Proshares Ultra Oil & Gas	$0	$270,000 0.0% of portfolio	7,500	Q3 2024 New
EDEN Ishares Tr Msci Denmark ETF	$0	$269,000 0.0% of portfolio	2,533	Q4 2024 Reduced 77.98%
PAVE Global X Fds Us Infrastructure	$0	$268,000 0.0% of portfolio	6,637	Q4 2024 New
IYW Ishares Dj Us Tech ETF	$0	$261,000 0.0% of portfolio	1,641	Q3 2024 New
WOMN Impact Shs Fds I Tr Ywca Women	$0	$258,000 0.0% of portfolio	6,726	Q4 2024 New
PCY Invesco Fd Tr Ii Emerging Mkts	$0	$257,000 0.0% of portfolio	13,012	Q4 2024 Added 0.01%
SUSB Ishares Tr Ishares Esg Aware 1	$0	$257,000 0.0% of portfolio	10,408	Q4 2024 Reduced 13.53%
EWP Ishares Inc Msci Spain ETF	$0	$255,000 0.0% of portfolio	8,239	Q4 2024 Reduced 6.56%
FLTR Vaneck ETF Tr Investment Grade	$0	$251,000 0.0% of portfolio	9,867	Q4 2024 New
IQLT Ishares Msci Intl Quality Fact	$0	$246,000 0.0% of portfolio	6,645	Q4 2024 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$242,000 0.0% of portfolio	5,407	Q4 2024 New
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$241,000 0.0% of portfolio	9,623	Q4 2024 New
IBB Ishares Biotechnology ETF	$0	$240,000 0.0% of portfolio	1,816	Q4 2024 Reduced 56.68%
TDIV First Trust Nasdaq Technology	$0	$238,000 0.0% of portfolio	3,040	Q4 2024 New
XLP Consumer Staples Sector Spdr	$0	$233,000 0.0% of portfolio	3,070	Q4 2024 Reduced 32.54%
EWT Ishares Inc Msci Taiwan ETF	$0	$230,000 0.0% of portfolio	4,447	Q4 2024 Reduced 5.96%
BBJP Jp Morgan ETF Trust Betabuilde	$0	$228,000 0.0% of portfolio	4,164	Q4 2024 New
VFH Vanguard Financial ETF	$0	$228,000 0.0% of portfolio	1,939	Q4 2024 Reduced 0.05%
VTHR Vanguard Russell 3000 ETF	$0	$224,000 0.0% of portfolio	866	Q4 2024 New
FXI Ishares Tr	$0	$220,000 0.0% of portfolio	7,248	Q4 2024 Reduced 4.64%
LDUR Pimco Enhanced Low Duration Ac	$0	$217,000 0.0% of portfolio	2,288	Q4 2024 New
MTUM Ishares Msci Usa Momentum Fact	$0	$216,000 0.0% of portfolio	1,046	Q4 2024 New
SPYD Spdr Portfolio S&P 500 High Di	$0	$213,000 0.0% of portfolio	4,943	Q4 2024 Reduced 6.59%
EAGG Ishares Esg Aware U.S. Aggrega	$0	$208,000 0.0% of portfolio	4,493	Q4 2024 New
AVEM American Centy ETF Tr Avantis	$0	$203,000 0.0% of portfolio	3,463	Q4 2024 New
DFAI Dimensional ETF Tr	$0	$203,000 0.0% of portfolio	6,986	Q4 2024 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$203,000 0.0% of portfolio	5,316	Q4 2024 New
ICLN Ishares	$0	$133,000 0.0% of portfolio	11,702	Q4 2024 Reduced 5.07%
CLTL Invesco ETF Tr Ii Treas Collat	$0	$0 0.0% of portfolio	12,727	Q4 2024 Reduced 41.01%

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