Rice Partnership, LLC ETFs

Rice Partnership, LLC

$512 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
EWC Ishares Msci Canada ETF	$0	$44,000 0.01% of portfolio	1,106	Q1 2024 Reduced 1.78%
XLV Select Sector Spdr Fund Health	$0	$43,000 0.01% of portfolio	315	Q1 2024 New
IJJ Ishares S&P Midcap 400 Value E	$0	$43,000 0.01% of portfolio	352	Q1 2024 Reduced 34.45%
IEF Ishares Barclays	$0	$43,000 0.01% of portfolio	471	Q4 2024 Reduced 18.23%
EMXC Ishares Inc Msci Emerging Mkts	$0	$43,000 0.01% of portfolio	782	Q4 2024 Added 19.39%
IXN Ishares Global Information Tec	$0	$41,000 0.01% of portfolio	494	Q3 2024 New
IEFA Ishares Tr	$0	$40,000 0.01% of portfolio	582	Q3 2024 Added 8.18%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$37,000 0.01% of portfolio	744	Q4 2024 New
VTV Vanguard Value ETF	$0	$34,000 0.01% of portfolio	206	Q4 2023 Added 488.57%
XLC Select Sector Spdr Tr Communic	$0	$32,000 0.01% of portfolio	332	Q3 2024 Added 4.08%
XLP Consumer Staples Sector Spdr	$0	$30,000 0.01% of portfolio	397	Q2 2024 Reduced 10.99%
EFA Ishares Tr Msci Eafe ETF	$0	$27,000 0.01% of portfolio	358	Q3 2024 New
ESGU Ishares Trust Ishares Esg Awar	$0	$27,000 0.01% of portfolio	213	Q4 2024 Reduced 4.05%
VUG Vanguard Growth ETF	$0	$27,000 0.01% of portfolio	67	Q3 2024 Added 31.37%
DVY Ishares Tr	$0	$26,000 0.01% of portfolio	200	Q1 2024 New
XLE Energy Sector Spdr	$0	$23,000 0.0% of portfolio	273	Q4 2024 Added 320.0%
IWP Ishares Russell Mid Cap Growth	$0	$22,000 0.0% of portfolio	174	Q2 2024 New
XSD Spdr Tr Ser Spdr S&P Semicondu	$0	$22,000 0.0% of portfolio	90	Q1 2024 New
XSW Spdr S&P Software & Services E	$0	$14,000 0.0% of portfolio	76	Q1 2024 New
XLRE Select Sector Spdr Tr Real Est	$0	$11,000 0.0% of portfolio	278	Q1 2023 Reduced 26.46%
EWN Ishares Msci Netherlnds ETF	$0	$11,000 0.0% of portfolio	254	Q4 2024 Reduced 99.65%
IJS Ishares S&P Smallcap 600 Value	$0	$10,000 0.0% of portfolio	100	Q4 2020 Added 100.0%
VOO Vanguard Index Fds S&P 500 ETF	$0	$6,000 0.0% of portfolio	12	Q1 2024 New
VDE Vanguard Energy ETF	$0	$6,000 0.0% of portfolio	51	Q4 2024 Added 2.0%
VB Vanguard Small Cap ETF	$0	$6,000 0.0% of portfolio	27	Q1 2024 New
SCHC Schwab Strategic Tr Intl Small	$0	$5,000 0.0% of portfolio	164	Q3 2024 New
SCHA Schwab Strategic Tr Us Small C	$0	$4,000 0.0% of portfolio	192	Q4 2024 Reduced 77.17%
SCHB Schwab Strategic Tr Us Broad M	$0	$3,000 0.0% of portfolio	164	Q4 2024 Added 198.18%
SCHF Schwab Strategic Tr Intl Eqty	$0	$2,000 0.0% of portfolio	136	Q4 2024 Reduced 86.12%
INDY Ishares India 50 ETF	$0	$2,000 0.0% of portfolio	41	Q4 2024 Added 2.5%
VSGX Vanguard World Fd Esg Intl Stk	$0	$1,000 0.0% of portfolio	21	Q2 2024 Added 5.0%
VOE Vanguard Mid Cap Value Index F	$0	$1,000 0.0% of portfolio	9	Q3 2024 New
SCHE Schwab Strategic Tr Us Emergin	$0	$0 0.0% of portfolio	6	Q4 2024 Reduced 99.53%
FNDE Schwab Fundamental Emerging Mk	$0	$0 0.0% of portfolio	16	Q4 2024 Reduced 99.2%
FNDF Schwab Fundamental Intl Large	$0	$0 0.0% of portfolio	2	Q4 2024 Reduced 95.65%

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