Ritholtz Wealth Management ETFs

Ritholtz Wealth Management

$3.29 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLF Financial Sector Spdr	$0	$433,000 0.01% of portfolio	8,800	Q1 2025 Reduced 0.02%
IBDU Ishares Tr Ibonds Dec 2029 Ter	$0	$398,000 0.01% of portfolio	17,225	Q1 2024 Added 9.54%
FNDF Schwab Fundamental Intl Large	$0	$398,000 0.01% of portfolio	10,929	Q1 2025 Added 6.71%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$381,000 0.01% of portfolio	10,910	Q1 2025 Added 2.53%
IWB Ishares Tr Russell 1000 ETF	$0	$377,000 0.01% of portfolio	1,238	Q1 2025 Added 24.42%
SCHE Schwab Strategic Tr Us Emergin	$0	$372,000 0.01% of portfolio	13,499	Q1 2025 Added 45.76%
ITA Ishares Tr	$0	$371,000 0.01% of portfolio	2,424	Q1 2025 Reduced 2.3%
MGV Vanguard Mega Cap Value	$0	$364,000 0.01% of portfolio	2,865	Q3 2024 Reduced 18.03%
XLI Industrial Sector Spdr	$0	$352,000 0.01% of portfolio	2,709	Q1 2025 Added 4.72%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$349,000 0.01% of portfolio	5,496	Q1 2025 Added 25.11%
FVD First Tr Value Line Divid Inde	$0	$334,000 0.01% of portfolio	7,512	Q1 2025 Reduced 1.71%
DVY Ishares Tr	$0	$333,000 0.01% of portfolio	2,514	Q1 2025 Reduced 9.04%
JOET Virtus ETF Tr Ii Virtus Terran	$0	$327,000 0.01% of portfolio	9,000	Q1 2025 Added 23.83%
EFA Ishares Tr Msci Eafe ETF	$0	$315,000 0.01% of portfolio	3,863	Q1 2025 Added 0.55%
DBEF Xtrackers Msci Eafe Hedged Equ	$0	$313,000 0.01% of portfolio	7,201	Q1 2025 Reduced 28.94%
QUAL Ishares Msci Usa Quality Facto	$0	$310,000 0.01% of portfolio	1,816	Q1 2025 Added 11.27%
USRT Ishares Core U.S. Reit ETF	$0	$305,000 0.01% of portfolio	5,363	Q1 2025 Added 0.36%
EFV Msci Eafe Value ETF	$0	$270,000 0.01% of portfolio	4,585	Q1 2025 New
SCHX Schwab Strategic Tr Us Large C	$0	$263,000 0.01% of portfolio	12,008	Q1 2025 Added 10.28%
VDC Vanguard Consumer Staples ETF	$0	$262,000 0.01% of portfolio	1,219	Q4 2024 Added 0.08%
SPMD Spdr Portfolio	$0	$253,000 0.01% of portfolio	4,970	Q1 2025 Reduced 0.34%
DDWM Wisdomtree Tr Currency Hedged	$0	$250,000 0.01% of portfolio	6,782	Q1 2025 Reduced 7.35%
MGK Vanguard Mega Cap Growth ETF	$0	$245,000 0.01% of portfolio	797	Q2 2024 Added 3.24%
TIP Ishares Tr Tips Bd ETF	$0	$245,000 0.01% of portfolio	2,206	Q1 2025 Added 8.72%
IWR Ishares Russell Mid Cap ETF	$0	$238,000 0.01% of portfolio	2,803	Q1 2025 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$227,000 0.01% of portfolio	5,530	Q1 2025 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$222,000 0.01% of portfolio	418	Q4 2023 New
PFF Ishares Trust Ishares Pfd And	$0	$221,000 0.01% of portfolio	7,216	Q1 2025 Reduced 2.89%
HEWJ Ishares Currency Hedged Msci J	$0	$219,000 0.01% of portfolio	5,226	Q1 2024 Reduced 23.93%
XLY Select Sector Spdr Consumer Di	$0	$213,000 0.01% of portfolio	1,084	Q1 2025 Reduced 0.55%
SCHV Schwab Strategic Tr Us Large C	$0	$211,000 0.01% of portfolio	8,052	Q1 2025 New
XLU Utilities Sector Spdr	$0	$207,000 0.01% of portfolio	2,655	Q1 2025 Reduced 6.22%
SMMD Ishares Tr Russell 2500 ETF	$0	$204,000 0.01% of portfolio	3,275	Q1 2025 Reduced 1.44%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$201,000 0.01% of portfolio	4,105	Q1 2025 Reduced 14.35%
IJJ Ishares S&P Midcap 400 Value E	$0	$200,000 0.01% of portfolio	1,682	Q1 2025 Added 3.96%
EQL Alps ETF Tr Equal Sector Weigh	$0	$27,000 0.0% of portfolio	1,938	Q4 2023 New
CRDA Crawford & CO Class A	$0	$0 0.0% of portfolio	-	Q1 2025 Added 50.74%

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