Lowe Brockenbrough & CO Inc ETFs

Lowe Brockenbrough & CO Inc

$1.55 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VCSH Vanguard Sht Term Corp Bd ETF	$0	$1.4 Million 0.09% of portfolio	17,660	Q3 2024 Reduced 2.75%
XLF Financial Sector Spdr	$0	$1.33 Million 0.09% of portfolio	29,375	Q3 2024 Added 7.2%
EFA Ishares Tr Msci Eafe ETF	$0	$1.32 Million 0.09% of portfolio	15,768	Q3 2024 Added 1.02%
MBB Ishares Tr	$0	$1.29 Million 0.08% of portfolio	13,487	Q3 2024 Reduced 7.54%
IWV Ishares Russell 3000 ETF	$0	$1.27 Million 0.08% of portfolio	3,899	Q2 2024 Added 0.08%
VDE Vanguard Energy ETF	$0	$1.26 Million 0.08% of portfolio	10,312	Q2 2024 Added 3.31%
VB Vanguard Small Cap ETF	$0	$1.16 Million 0.08% of portfolio	4,905	Q3 2024 Added 55.52%
DFAC Dimensional ETF Tr U S Core Eq	$0	$1.1 Million 0.07% of portfolio	31,964	Q3 2024 New
SCHE Schwab Strategic Tr Us Emergin	$0	$1.07 Million 0.07% of portfolio	36,794	Q3 2024 Added 11.52%
VIG Vanguard Dividend Appreciation	$0	$997,000 0.06% of portfolio	5,474	Q3 2024 Added 34.1%
IWP Ishares Russell Mid Cap Growth	$0	$900,000 0.06% of portfolio	7,680	Q2 2024 Reduced 2.29%
IWB Ishares Tr Russell 1000 ETF	$0	$897,000 0.06% of portfolio	2,855	Q2 2023 Reduced 4.99%
SPYV Spdr Portfolio S&P 500 Value E	$0	$888,000 0.06% of portfolio	16,817	Q3 2024 Reduced 4.51%
VNQ Vanguard Specialized Funds Van	$0	$800,000 0.05% of portfolio	8,214	Q3 2024 Reduced 10.46%
DVY Ishares Tr	$0	$794,000 0.05% of portfolio	5,884	Q1 2023 Added 125.44%
IWD Ishares Russell 1000 Val ETF	$0	$792,000 0.05% of portfolio	4,177	Q3 2024 Added 9.55%
SCHF Schwab Strategic Tr Intl Eqty	$0	$775,000 0.05% of portfolio	18,853	Q1 2024 Reduced 2.07%
SCHD Schwab Strategic Tr Us Dividen	$0	$760,000 0.05% of portfolio	9,000	Q3 2024 Reduced 6.65%
DFUS Dimensional ETF Tr U S Equity	$0	$721,000 0.05% of portfolio	11,595	Q3 2024 Added 117.5%
IWS Ishares Russell Midcap Value E	$0	$681,000 0.04% of portfolio	5,154	Q3 2024 Reduced 1.92%
STIP Ishares Barclays 0 5 Year Tips	$0	$505,000 0.03% of portfolio	4,986	Q4 2023 Reduced 9.11%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$496,000 0.03% of portfolio	872	Q4 2021 Reduced 1.13%
XLK Technology Sector Spdr	$0	$490,000 0.03% of portfolio	2,172	Q3 2024 Reduced 91.8%
IAU Ishares Gold Trust	$45.8B	$423,000 0.03% of portfolio	8,513	Q1 2023 Reduced 25.25%
IJT Ishares S&P Small Cap 600 Grow	$0	$420,000 0.03% of portfolio	3,014	Q3 2024 Reduced 6.22%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$408,000 0.03% of portfolio	8,000	Q4 2023 Reduced 47.88%
USFR Wisdomtree Floating Rate Treas	$0	$385,000 0.02% of portfolio	7,675	Q3 2024 Added 37.67%
TMFC Rbb Rf Inc Motley Fool 100 Ind	$0	$331,000 0.02% of portfolio	5,900	Q3 2024 New
IJS Ishares S&P Smallcap 600 Value	$0	$301,000 0.02% of portfolio	2,802	Q3 2024 Reduced 2.23%
SPMB Spdr Ser Tr Spdr Portfolio Mor	$0	$270,000 0.02% of portfolio	12,000	Q1 2022 New
VHT Vanguard Health Care ETF	$0	$268,000 0.02% of portfolio	950	Q3 2024 New

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