Kwb Wealth ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VOOV Vanguard S&P 500 Value ETF	$0	$1.13 Million 0.13% of portfolio	5,679	Q3 2025 Reduced 2.42%
PRFZ Invesco Ftse Rafi Us 1500 Smal	$0	$1.1 Million 0.12% of portfolio	24,230	Q3 2025 Added 0.0%
IJH Ishares Core S&P Mid Cap ETF	$0	$1.08 Million 0.12% of portfolio	16,589	Q3 2025 Reduced 30.61%
IJR Ishares Core S&P Sm Cap ETF	$0	$1.04 Million 0.12% of portfolio	8,762	Q3 2025 Reduced 7.88%
ISCF Ishares Msci Intl Small Cap Mu	$0	$944,000 0.11% of portfolio	22,967	Q3 2025 Added 5.01%
IEFA Ishares Tr	$0	$740,000 0.08% of portfolio	8,476	Q3 2025 Added 4.86%
NURE Nuveen Short Term Reit ETF	$0	$640,000 0.07% of portfolio	22,237	Q3 2025 Added 0.1%
JSML Janus Detroit Str Tr Henderson	$0	$623,000 0.07% of portfolio	8,332	Q3 2025 Added 34.06%
SPIP Spdr Ser Tr Spdr Portfolio Tip	$0	$522,000 0.06% of portfolio	19,849	Q3 2025 Added 4.55%

QQQ Invesco Qqq Trust, Series 1	$0	$492,000 0.06% of portfolio	821	Q1 2025 Added 20.2%
GSLC Goldman Sachs ETF Tr Activebet	$0	$485,000 0.05% of portfolio	3,723	Q3 2025 Reduced 0.37%
QQQM Invesco Exchange Traded Fd Tr	$0	$484,000 0.05% of portfolio	1,961	Q3 2025 Added 11.23%
GSY Invesco Actively Mngd ETF Tr U	$0	$426,000 0.05% of portfolio	8,485	Q3 2025 Added 1.17%
STPZ Pimco ETF Tr 1 5 Yr Us Tips In	$0	$393,000 0.04% of portfolio	7,266	Q3 2025 New
RAFE Pimco Equity Ser Rafi Esg U S	$0	$387,000 0.04% of portfolio	9,528	Q3 2025 Added 7.26%
PULS Pgim ETF Tr	$0	$384,000 0.04% of portfolio	7,719	Q3 2025 Added 5.05%
IXUS Ishares Tr	$0	$383,000 0.04% of portfolio	4,642	Q3 2025 Added 10.68%
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$376,000 0.04% of portfolio	4,516	Q3 2025 Reduced 96.16%

SPY Spdr S&P 500 ETF Trust	$0	$373,000 0.04% of portfolio	560	Q3 2025 Reduced 14.5%
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$353,000 0.04% of portfolio	3,858	Q3 2025 Reduced 97.46%
VTV Vanguard Value ETF	$0	$326,000 0.04% of portfolio	1,749	Q2 2025 Added 0.17%
IGV Ishares Expanded Tech Software	$0	$322,000 0.04% of portfolio	2,805	Q3 2025 Reduced 56.91%
VB Vanguard Small Cap ETF	$0	$322,000 0.04% of portfolio	1,267	Q3 2024 Reduced 4.67%
IQSI Indexiq ETF Tr Iq Candriam Esg	$0	$314,000 0.04% of portfolio	9,243	Q3 2025 Reduced 4.48%
IEMG Ishares Inc	$0	$308,000 0.03% of portfolio	5,746	Q3 2025 Reduced 25.06%
IWM Ishares Russell 2000 ETF	$0	$304,000 0.03% of portfolio	1,258	Q3 2024 Reduced 11.41%
XLRE Select Sector Spdr Tr Real Est	$0	$304,000 0.03% of portfolio	7,232	Q3 2025 Reduced 3.04%
FIW First Trust Water ETF	$0	$294,000 0.03% of portfolio	2,617	Q3 2025 Added 3.52%
VO Vanguard Mid Cap ETF	$0	$292,000 0.03% of portfolio	996	Q3 2025 Reduced 21.08%
IUSG Ishares Core S&P U.S Growth Et	$0	$292,000 0.03% of portfolio	1,777	Q3 2025 Reduced 5.07%
GOVT Ishares U.S. Treasury Bond ETF	$0	$284,000 0.03% of portfolio	12,320	Q3 2025 Added 11.18%
EMB Ishares Tr	$0	$281,000 0.03% of portfolio	2,953	Q3 2025 Added 14.77%
JAAA Janus Detroit Str Tr Janus Hen	$0	$274,000 0.03% of portfolio	5,414	Q2 2025 New
FLBL Franklin Templeton ETF Tr Libe	$0	$268,000 0.03% of portfolio	11,159	Q3 2025 New
IUSV Ishares Core S&P U.S. Value Et	$0	$260,000 0.03% of portfolio	2,608	Q3 2025 Added 19.74%
DHS Wisdomtree Tr U.S	$0	$253,000 0.03% of portfolio	2,516	Q3 2025 Reduced 2.59%
DIVB Ishares Tr U S Divid & Buyback	$0	$249,000 0.03% of portfolio	4,781	Q3 2025 Reduced 2.9%
AVIG American Centy ETF Tr Avantis	$0	$227,000 0.03% of portfolio	5,410	Q3 2025 Reduced 1.49%
XLK Technology Sector Spdr	$0	$224,000 0.03% of portfolio	797	Q3 2025 Reduced 53.17%
XLC Select Sector Spdr Tr Communic	$0	$220,000 0.02% of portfolio	1,864	Q3 2025 Reduced 52.93%

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