Pacific Capital Wealth Advisors, Inc ETFs

Pacific Capital Wealth Advisors, Inc

$598 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLE Energy Sector Spdr	$0	$178,000 0.03% of portfolio	2,085	Q2 2024 Added 883.49%
FNDF Schwab Fundamental Intl Large	$0	$171,000 0.03% of portfolio	5,154	Q4 2024 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$170,000 0.03% of portfolio	300	Q2 2024 New
KRE Spdr S&P Regional Banking ETF	$0	$161,000 0.03% of portfolio	2,672	Q2 2024 New
IWD Ishares Russell 1000 Val ETF	$0	$157,000 0.03% of portfolio	853	Q4 2024 Added 0.12%
VIG Vanguard Dividend Appreciation	$0	$148,000 0.02% of portfolio	815	Q2 2024 Added 2.52%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$134,000 0.02% of portfolio	1,719	Q1 2024 Added 13.47%
IJR Ishares Core S&P Sm Cap ETF	$0	$130,000 0.02% of portfolio	1,135	Q3 2024 Reduced 3.07%
SCHQ Schwab Strategic Tr Long Term	$0	$125,000 0.02% of portfolio	3,982	Q4 2023 New
PEY Invesco Exchange Traded Fd Tr	$0	$114,000 0.02% of portfolio	5,400	Q2 2024 New
VYMI Vanguard Whitehall Fds Intl Hi	$0	$112,000 0.02% of portfolio	1,657	Q4 2024 Added 1,194.53%
VBR Vanguard Small Cap Value ETF	$0	$98,000 0.02% of portfolio	497	Q2 2024 Added 197.6%
OIH Vaneck ETF Tr Oil Services ETF	$0	$96,000 0.02% of portfolio	355	Q4 2023 New
SPGM Spdr Index Shs Fds S Spdr Port	$0	$89,000 0.01% of portfolio	1,418	Q3 2024 Reduced 0.07%
STIP Ishares Barclays 0 5 Year Tips	$0	$70,000 0.01% of portfolio	696	Q3 2024 Reduced 4.0%
GLD Spdr Gold Trust	$99.4B	$67,000 0.01% of portfolio	280	Q4 2024 Reduced 10.83%
VTV Vanguard Value ETF	$0	$66,000 0.01% of portfolio	390	Q1 2024 Reduced 45.68%
VGLT Vanguard Long Term Treasury Et	$0	$62,000 0.01% of portfolio	1,122	Q4 2024 Reduced 10.88%
IGSB Ishares Trust Ishares 1 5 Year	$0	$59,000 0.01% of portfolio	1,148	Q4 2024 New
BOND Pimco Active Bond Exchange Tra	$0	$48,000 0.01% of portfolio	536	Q4 2023 New
GLTR Abrdn Precious Metals Basket ETF Trust	$1.52B	$48,000 0.01% of portfolio	439	Q2 2024 Reduced 98.52%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$45,000 0.01% of portfolio	900	Q4 2024 Reduced 43.79%
VOE Vanguard Mid Cap Value Index F	$0	$45,000 0.01% of portfolio	280	Q2 2024 Reduced 14.89%
BSV Vanguard Bd Index Fd Inc Short	$0	$41,000 0.01% of portfolio	542	Q4 2024 Reduced 22.13%
AOA Ishares Tr Core Aggressive All	$0	$40,000 0.01% of portfolio	524	Q4 2024 Added 17.49%
FNDA Schwab Fundamental U S Small C	$0	$37,000 0.01% of portfolio	1,268	Q4 2024 Added 100.0%
XAR Spdr S&P Aerospace & Defense E	$0	$31,000 0.01% of portfolio	190	Q3 2024 New
VXF Vanguard Extended Market ETF	$0	$23,000 0.0% of portfolio	124	Q4 2023 New
VEA Vanguard Ftse Developed Market	$0	$21,000 0.0% of portfolio	446	Q1 2024 Reduced 78.86%
SDY Spdr Series Tr Spdr S&P Divide	$0	$18,000 0.0% of portfolio	139	Q2 2024 Added 43.3%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$17,000 0.0% of portfolio	367	Q4 2024 Reduced 14.85%
VEU Vanguard Ftse All World Ex Us	$0	$17,000 0.0% of portfolio	311	Q4 2023 New
IJH Ishares Core S&P Mid Cap ETF	$0	$15,000 0.0% of portfolio	250	Q1 2024 Added 400.0%
VWO Vanguard Ftse Emerging Mkts Et	$0	$12,000 0.0% of portfolio	292	Q1 2024 Reduced 69.74%
EEMS Ishares Msci Emerging Mkts Sma	$0	$12,000 0.0% of portfolio	210	Q4 2023 New
SUB Ishares Short Term National Mu	$0	$12,000 0.0% of portfolio	118	Q3 2024 Reduced 80.97%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$12,000 0.0% of portfolio	250	Q4 2024 Reduced 34.21%
GAL Ssga Active ETF Tr	$0	$11,000 0.0% of portfolio	271	Q4 2023 New
BOTZ Global X Fds	$0	$11,000 0.0% of portfolio	346	Q4 2023 New
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$11,000 0.0% of portfolio	232	Q4 2023 New
ACWX Ishares Msci Acwi Ex Us ETF	$0	$10,000 0.0% of portfolio	201	Q3 2024 Reduced 26.91%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$9,000 0.0% of portfolio	22	Q4 2024 Reduced 89.16%
IWS Ishares Russell Midcap Value E	$0	$9,000 0.0% of portfolio	75	Q4 2023 New
IWN Ishares Russell2000 Val ETF	$0	$8,000 0.0% of portfolio	49	Q1 2024 Reduced 67.97%
IWP Ishares Russell Mid Cap Growth	$0	$7,000 0.0% of portfolio	58	Q1 2024 New
XSOE Wisdomtree Tr Emerging Mkts Ex	$0	$7,000 0.0% of portfolio	232	Q1 2024 Reduced 81.01%
TMV Direxion Shs ETF Tr	$0	$6,000 0.0% of portfolio	164	Q3 2024 Reduced 88.71%
IVE Ishares S&P 500 Value ETF	$0	$6,000 0.0% of portfolio	35	Q4 2023 New
GSY Invesco Actively Mngd ETF Tr U	$0	$6,000 0.0% of portfolio	124	Q4 2024 Reduced 50.0%
AGZD Wisdom Tree Interest Rate Hedg	$0	$6,000 0.0% of portfolio	298	Q2 2024 Reduced 93.27%

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