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	$1.1 Million 0.14% of portfolio	5,949	Q4 2024 Reduced 0.15%
IVW Ishares S&P 500 Growth ETF	$0	$985,000 0.12% of portfolio	9,709	Q1 2024 Reduced 1.99%
CGGR Capital Group Growth ETF Shs C	$0	$971,000 0.12% of portfolio	26,144	Q4 2024 New
CGGO Capital Group Global Growth Eq	$0	$948,000 0.12% of portfolio	32,482	Q4 2024 New
SHV Ishares Tr	$0	$939,000 0.12% of portfolio	8,531	Q4 2024 Added 1.31%
CGDV Capital Group Divid Value ETF	$0	$915,000 0.12% of portfolio	25,970	Q4 2024 New
IGV Ishares Expanded Tech Software	$0	$893,000 0.11% of portfolio	8,926	Q4 2024 Added 26.92%
XLC Select Sector Spdr Tr Communic	$0	$791,000 0.1% of portfolio	8,178	Q4 2024 Reduced 25.8%
XLK Technology Sector Spdr	$0	$718,000 0.09% of portfolio	3,090	Q4 2024 Reduced 28.98%
FLCH Franklin Templeton ETF Tr	$0	$600,000 0.08% of portfolio	32,621	Q4 2024 Reduced 22.96%
IEFA Ishares Tr	$0	$565,000 0.07% of portfolio	8,051	Q4 2024 Reduced 1.44%
NURE Nuveen Short Term Reit ETF	$0	$561,000 0.07% of portfolio	17,656	Q4 2024 Added 8.18%
GSLC Goldman Sachs ETF Tr Activebet	$0	$503,000 0.06% of portfolio	4,375	Q4 2024 Added 18.56%
XLU Utilities Sector Spdr	$0	$486,000 0.06% of portfolio	6,422	Q4 2024 New
SPIP Spdr Ser Tr Spdr Portfolio Tip	$0	$464,000 0.06% of portfolio	18,357	Q4 2024 Reduced 27.82%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$448,000 0.06% of portfolio	6,402	Q4 2024 New
JSML Janus Detroit Str Tr Henderson	$0	$434,000 0.06% of portfolio	6,635	Q4 2024 Reduced 0.85%
IBB Ishares Biotechnology ETF	$0	$423,000 0.05% of portfolio	3,200	Q4 2024 Reduced 22.8%
GSY Invesco Actively Mngd ETF Tr U	$0	$409,000 0.05% of portfolio	8,181	Q4 2024 Added 34.0%
XLF Financial Sector Spdr	$0	$397,000 0.05% of portfolio	8,224	Q4 2024 Reduced 25.03%
IEMG Ishares Inc	$0	$396,000 0.05% of portfolio	7,388	Q4 2024 Reduced 7.36%
KRE Spdr S&P Regional Banking ETF	$0	$380,000 0.05% of portfolio	6,307	Q4 2024 Reduced 27.61%
QQQ Invesco Qqq Trust, Series 1	$0	$349,000 0.04% of portfolio	683	Q4 2024 Reduced 1.73%
VO Vanguard Mid Cap ETF	$0	$334,000 0.04% of portfolio	1,265	Q3 2024 Reduced 4.31%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$332,000 0.04% of portfolio	6,609	Q4 2024 Reduced 20.88%
FLIN Franklin Templeton ETF Tr	$0	$329,000 0.04% of portfolio	8,704	Q4 2024 Reduced 24.95%
XLRE Select Sector Spdr Tr Real Est	$0	$319,000 0.04% of portfolio	7,867	Q4 2024 Reduced 0.39%
XLB Select Sector Spdr Fd Material	$0	$312,000 0.04% of portfolio	3,714	Q4 2024 Reduced 20.4%
PULS Pgim ETF Tr	$0	$306,000 0.04% of portfolio	6,187	Q4 2024 Reduced 13.85%
VB Vanguard Small Cap ETF	$0	$304,000 0.04% of portfolio	1,267	Q3 2024 Reduced 4.67%
DGRW Wisdomtree Tr Us Quality Divid	$0	$299,000 0.04% of portfolio	3,701	Q4 2024 Reduced 3.8%
URA Global X Uranium ETF	$0	$296,000 0.04% of portfolio	11,090	Q4 2024 Reduced 23.06%
VTV Vanguard Value ETF	$0	$295,000 0.04% of portfolio	1,743	Q4 2024 Added 0.35%
IWM Ishares Russell 2000 ETF	$0	$277,000 0.04% of portfolio	1,258	Q3 2024 Reduced 11.41%
IUSG Ishares Core S&P U.S Growth Et	$0	$272,000 0.03% of portfolio	1,952	Q4 2024 Reduced 4.03%
AVIG American Centy ETF Tr Avantis	$0	$235,000 0.03% of portfolio	5,811	Q4 2024 Reduced 3.98%
DHS Wisdomtree Tr U.S	$0	$235,000 0.03% of portfolio	2,525	Q4 2024 Reduced 4.25%
SPY Spdr S&P 500 ETF Trust	$0	$224,000 0.03% of portfolio	383	Q1 2024 Reduced 12.36%
DIVB Ishares Tr U S Divid & Buyback	$0	$221,000 0.03% of portfolio	4,666	Q4 2024 Reduced 3.87%
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$205,000 0.03% of portfolio	4,084	Q4 2024 Reduced 2.9%

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