Pines Wealth Management, LLC ETFs

Pines Wealth Management, LLC

$230 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IVV Ishares Core S&P 500 ETF	$0	$8.42 Billion 3.67% of portfolio	14,439	Q4 2024 New
GLTR Abrdn Precious Metals Basket ETF Trust	$1.34B	$6.87 Billion 2.99% of portfolio	60,538	Q4 2024 New
MUB Ishares National Muni Bond ETF	$0	$6.69 Billion 2.91% of portfolio	63,314	Q4 2024 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$4.77 Billion 2.07% of portfolio	92,512	Q4 2024 New
BSV Vanguard Bd Index Fd Inc Short	$0	$4.52 Billion 1.97% of portfolio	58,749	Q4 2024 New
LQD Ishares Iboxx $ Investment Gra	$0	$4.21 Billion 1.83% of portfolio	39,899	Q4 2024 New
SPY Spdr S&P 500 ETF Trust	$0	$3.88 Billion 1.69% of portfolio	6,690	Q4 2024 New
IVE Ishares S&P 500 Value ETF	$0	$3.39 Billion 1.48% of portfolio	18,018	Q4 2024 New
IUSB Ishares Core Total Usd Bond Ma	$0	$2.93 Billion 1.28% of portfolio	65,518	Q4 2024 New
IWM Ishares Russell 2000 ETF	$0	$2.8 Billion 1.22% of portfolio	12,907	Q4 2024 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$2.01 Billion 0.88% of portfolio	15,639	Q4 2024 New
XLE Energy Sector Spdr	$0	$1.79 Billion 0.78% of portfolio	20,293	Q4 2024 New
SUB Ishares Short Term National Mu	$0	$1.78 Billion 0.78% of portfolio	16,930	Q4 2024 New
CGDV Capital Group Divid Value ETF	$0	$1.51 Billion 0.66% of portfolio	43,118	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$1.4 Billion 0.61% of portfolio	12,378	Q4 2024 New
SCHO Schwab Short Term Us Treasury	$0	$1.3 Billion 0.57% of portfolio	53,905	Q4 2024 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$1.25 Billion 0.54% of portfolio	25,085	Q4 2024 New
XLY Select Sector Spdr Consumer Di	$0	$1.21 Billion 0.53% of portfolio	5,475	Q4 2024 New
COMT Ishares U.S. ETF Trust Gsci CO	$0	$1.19 Billion 0.52% of portfolio	45,046	Q4 2024 New
GOVT Ishares U.S. Treasury Bond ETF	$0	$1.09 Billion 0.47% of portfolio	48,804	Q4 2024 New
VGT Vanguard Information Technolog	$0	$1.07 Billion 0.47% of portfolio	1,743	Q4 2024 New
VGIT Vanguard Intermediate Term Tre	$0	$1.02 Billion 0.45% of portfolio	17,809	Q4 2024 New
QUAL Ishares Msci Usa Quality Facto	$0	$972 Million 0.42% of portfolio	5,510	Q4 2024 New
CGXU Capital Group Intl Focus Equit	$0	$946 Million 0.41% of portfolio	38,270	Q4 2024 New
DBB Invesco Db Base Metals Fund	$374M	$936 Million 0.41% of portfolio	49,778	Q4 2024 New
XLK Technology Sector Spdr	$0	$901 Million 0.39% of portfolio	3,937	Q4 2024 New
CGGR Capital Group Growth ETF Shs C	$0	$900 Million 0.39% of portfolio	24,082	Q4 2024 New
VB Vanguard Small Cap ETF	$0	$729 Million 0.32% of portfolio	3,061	Q4 2024 New
USHY Ishares Tr Broad Usd High Yiel	$0	$704 Million 0.31% of portfolio	19,183	Q4 2024 New
IEMG Ishares Inc	$0	$704 Million 0.31% of portfolio	13,745	Q4 2024 New
XLC Select Sector Spdr Tr Communic	$0	$681 Million 0.3% of portfolio	7,106	Q4 2024 New
GLD Spdr Gold Trust	$85.9B	$642 Million 0.28% of portfolio	2,585	Q4 2024 New
EFV Msci Eafe Value ETF	$0	$639 Million 0.28% of portfolio	12,315	Q4 2024 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$630 Million 0.27% of portfolio	2,550	Q4 2024 New
VCIT Vanguard Intermediate Term Cor	$0	$622 Million 0.27% of portfolio	7,830	Q4 2024 New
EFG Msci Eafe Growth ETF	$0	$584 Million 0.25% of portfolio	6,034	Q4 2024 New
RECS Columbia ETF Tr I	$0	$582 Million 0.25% of portfolio	16,935	Q4 2024 New
TIP Ishares Tr Tips Bd ETF	$0	$575 Million 0.25% of portfolio	5,413	Q4 2024 New
XLF Financial Sector Spdr	$0	$552 Million 0.24% of portfolio	11,665	Q4 2024 New
LIT Global X Fds Global X Lithium	$0	$543 Million 0.24% of portfolio	13,660	Q4 2024 New
VTWO Vanguard Russell 2000 ETF	$0	$534 Million 0.23% of portfolio	6,085	Q4 2024 New
XLV Select Sector Spdr Fund Health	$0	$517 Million 0.23% of portfolio	3,704	Q4 2024 New
SOXX Ishares Semiconductor ETF	$0	$471 Million 0.21% of portfolio	2,160	Q4 2024 New
TLT Ishares Barclays 20+ Year Trea	$0	$451 Million 0.2% of portfolio	5,275	Q4 2024 New
VTV Vanguard Value ETF	$0	$451 Million 0.2% of portfolio	2,687	Q4 2024 New
STPZ Pimco ETF Tr 1 5 Yr Us Tips In	$0	$451 Million 0.2% of portfolio	8,614	Q4 2024 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$424 Million 0.18% of portfolio	5,448	Q4 2024 New
MBB Ishares Tr	$0	$407 Million 0.18% of portfolio	4,491	Q4 2024 New
IXN Ishares Global Information Tec	$0	$406 Million 0.18% of portfolio	4,841	Q4 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$374 Million 0.16% of portfolio	700	Q4 2024 New

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