Pb Mares Wealth Management LLC ETFs

Pb Mares Wealth Management LLC

$609 Million
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
TFLO Ishares Treasury Floating Rate	$0	$610,000 0.1% of portfolio	12,061	Q3 2025 Added 23.17%
VONG Vanguard Russell 1000 Growth E	$0	$599,000 0.1% of portfolio	4,978	Q3 2025 Reduced 0.02%
RPV Invesco Exchange Traded Fd Tr	$0	$576,000 0.09% of portfolio	5,801	Q3 2025 Reduced 0.87%
VUG Vanguard Growth ETF	$0	$518,000 0.09% of portfolio	1,082	Q3 2025 Added 18.38%
STIP Ishares Barclays 0 5 Year Tips	$0	$489,000 0.08% of portfolio	4,740	Q3 2025 Added 3.7%
IWD Ishares Russell 1000 Val ETF	$0	$484,000 0.08% of portfolio	2,378	Q4 2024 Added 2.37%
VIG Vanguard Dividend Appreciation	$0	$468,000 0.08% of portfolio	2,570	Q3 2025 Reduced 0.19%
IEMG Ishares Inc	$0	$458,000 0.08% of portfolio	8,544	Q3 2025 Reduced 0.92%
EFV Msci Eafe Value ETF	$0	$452,000 0.07% of portfolio	6,670	Q3 2025 Reduced 0.68%

IWO Ishares Russell 2000 Gwt ETF	$0	$441,000 0.07% of portfolio	1,379	Q3 2025 Added 1.77%
IWR Ishares Russell Mid Cap ETF	$0	$439,000 0.07% of portfolio	4,553	Q2 2020 New
VV Vanguard Large Cap ETF	$0	$423,000 0.07% of portfolio	1,376	Q3 2025 Reduced 42.01%
DVY Ishares Tr	$0	$402,000 0.07% of portfolio	2,830	Q3 2025 Added 0.07%
IWB Ishares Tr Russell 1000 ETF	$0	$399,000 0.07% of portfolio	1,092	Q1 2025 Reduced 8.54%
VXUS Vanguard Star Fd Vanguard Tota	$0	$395,000 0.06% of portfolio	5,383	Q3 2025 Added 0.13%
DOL Wisdomtree Tr Intl Largecap Di	$0	$392,000 0.06% of portfolio	6,301	Q3 2025 Added 0.29%
IEFA Ishares Tr	$0	$380,000 0.06% of portfolio	4,363	Q3 2025 Reduced 1.51%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$380,000 0.06% of portfolio	2,666	Q3 2025 Added 0.11%

VYM Vanguard Whitehall Fds (Vangua	$0	$368,000 0.06% of portfolio	2,615	Q3 2025 Reduced 20.78%
IJJ Ishares S&P Midcap 400 Value E	$0	$357,000 0.06% of portfolio	2,753	Q3 2025 Added 3.38%
HDV Ishares Core High Dividend ETF	$0	$316,000 0.05% of portfolio	2,586	Q3 2025 Added 48.19%
IVE Ishares S&P 500 Value ETF	$0	$306,000 0.05% of portfolio	1,482	Q3 2025 Added 0.14%
VNQ Vanguard Specialized Funds Van	$0	$282,000 0.05% of portfolio	3,091	Q3 2025 Added 5.28%
FREL Fidelity Covington Tr Msci Rea	$0	$276,000 0.05% of portfolio	9,948	Q3 2025 Added 14.17%
SCHO Schwab Short Term Us Treasury	$0	$274,000 0.04% of portfolio	11,238	Q4 2024 Added 100.0%
VGSH Vanguard	$0	$267,000 0.04% of portfolio	4,548	Q1 2025 Added 0.66%
QUAL Ishares Msci Usa Quality Facto	$0	$262,000 0.04% of portfolio	1,350	Q3 2025 Reduced 1.32%
QYLD Global X Fdsnasdaq 100 Covered	$0	$254,000 0.04% of portfolio	14,980	Q3 2025 New
XYLD Global X Fds S&P 500 Covered C	$0	$252,000 0.04% of portfolio	6,436	Q3 2025 New
DEM Wisdomtree Tr Emerging Mkts Hi	$0	$250,000 0.04% of portfolio	5,444	Q3 2025 Reduced 4.97%
IWM Ishares Russell 2000 ETF	$0	$242,000 0.04% of portfolio	1,001	Q2 2025 Reduced 6.01%
XLC Select Sector Spdr Tr Communic	$0	$235,000 0.04% of portfolio	1,992	Q3 2025 New
VOE Vanguard Mid Cap Value Index F	$0	$225,000 0.04% of portfolio	1,289	Q2 2025 Reduced 0.46%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$218,000 0.04% of portfolio	471	Q3 2025 New
VHT Vanguard Health Care ETF	$0	$211,000 0.03% of portfolio	814	Q3 2025 New

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