Sugarloaf Wealth Management, LLC ETFs

Sugarloaf Wealth Management, LLC

$480 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IYH Ishares Tr	$0	$68,000 0.01% of portfolio	1,180	Q1 2024 Added 400.0%
UJAN Innovator U.S. Equity Ultra Bu	$0	$66,000 0.01% of portfolio	1,700	Q4 2022 New
SLV I Shares Silver Trust	$15.5B	$65,000 0.01% of portfolio	2,500	Q4 2022 Reduced 11.66%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$62,000 0.01% of portfolio	109	Q4 2024 Reduced 12.8%
BMAR Innovator U.S. Equity Buffer E	$0	$60,000 0.01% of portfolio	1,314	Q4 2024 Reduced 7.07%
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$58,000 0.01% of portfolio	1,147	Q4 2024 Added 1.77%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$55,000 0.01% of portfolio	609	Q4 2024 Reduced 10.57%
IYW Ishares Dj Us Tech ETF	$0	$55,000 0.01% of portfolio	350	Q4 2024 Reduced 3.05%
DYNF Blackrock ETF Tr U S Equity Fa	$0	$52,000 0.01% of portfolio	1,027	Q4 2024 Reduced 5.08%
VNQ Vanguard Specialized Funds Van	$0	$51,000 0.01% of portfolio	576	Q4 2024 Added 1.95%
MEAR Blackrock Short Maturity Munic	$0	$49,000 0.01% of portfolio	1,000	Q2 2022 Reduced 11.58%
VMBS Vanguard Mortg Backed Sec ETF	$0	$49,000 0.01% of portfolio	1,089	Q4 2024 Reduced 39.7%
SCHA Schwab Strategic Tr Us Small C	$0	$47,000 0.01% of portfolio	1,856	Q4 2024 Added 100.0%
EMXC Ishares Inc Msci Emerging Mkts	$0	$46,000 0.01% of portfolio	839	Q4 2024 Added 3.07%
EZM Wisdomtree U.S. Midcap Fund	$0	$46,000 0.01% of portfolio	750	Q2 2023 Added 0.13%
BLV Vanguard Bd Index Fd Inc Long	$0	$45,000 0.01% of portfolio	666	Q4 2024 Reduced 34.19%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$42,000 0.01% of portfolio	610	Q2 2021 Reduced 71.63%
IYF Ishares Tr	$0	$42,000 0.01% of portfolio	380	Q2 2023 Reduced 9.52%
RDVY First Trust Rising Dividend Ac	$0	$39,000 0.01% of portfolio	676	Q4 2024 New
PFF Ishares Trust Ishares Pfd And	$0	$39,000 0.01% of portfolio	1,250	Q2 2024 Reduced 11.1%
ACWV Ishares Msci Global Min Vol Fa	$0	$38,000 0.01% of portfolio	349	Q4 2024 Added 1.45%
FDL First Tr Morningstar Dividend	$0	$37,000 0.01% of portfolio	926	Q4 2022 Reduced 6.93%
VGK Vanguard Ftse Europe ETF Ftse	$0	$35,000 0.01% of portfolio	558	Q4 2024 Added 0.72%
IDV Ishares Tr	$0	$34,000 0.01% of portfolio	1,273	Q1 2024 Reduced 38.23%
AOM Ishares Tr Core Moderate Alloc	$0	$34,000 0.01% of portfolio	800	Q2 2021 Reduced 95.93%
XLI Industrial Sector Spdr	$0	$33,000 0.01% of portfolio	257	Q4 2024 Reduced 22.12%
IDU Ishares Tr U S Utils ETF	$0	$31,000 0.01% of portfolio	325	Q2 2021 Reduced 76.09%
DBEM Xtrackers Msci Emerging Market	$0	$30,000 0.01% of portfolio	1,231	Q4 2024 Added 1.4%
TLH Ishares Barclays 10 20 Yr Trea	$0	$30,000 0.01% of portfolio	308	Q3 2024 Reduced 34.88%
ESGU Ishares Trust Ishares Esg Awar	$0	$29,000 0.01% of portfolio	229	Q4 2024 Reduced 77.81%
EJUL Innovator Etfs Tr Emerging Mkt	$0	$29,000 0.01% of portfolio	1,200	Q1 2024 Reduced 45.45%
UFEB Innovator U.S. Equity Ultra Bu	$0	$26,000 0.01% of portfolio	800	Q1 2023 New
FAS Direxion Daily Financial Bull	$0	$26,000 0.01% of portfolio	175	Q4 2024 Added 0.57%
SPHQ Invesco Exchange Traded Fd Tr	$0	$24,000 0.0% of portfolio	364	Q4 2024 Added 0.28%
BJUN Innovator U.S. Equity Buffer E	$0	$24,000 0.0% of portfolio	625	Q2 2023 New
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$23,000 0.0% of portfolio	420	Q3 2024 New
GLD Spdr Gold Trust	$106B	$21,000 0.0% of portfolio	90	Q4 2024 Reduced 44.1%
ACVF ETF Opportunities Tr American	$0	$21,000 0.0% of portfolio	500	Q1 2024 New
KBE Spdr S&P Bank ETF	$0	$20,000 0.0% of portfolio	367	Q4 2024 Added 0.82%
IJT Ishares S&P Small Cap 600 Grow	$0	$20,000 0.0% of portfolio	152	Q3 2024 Reduced 1.3%
IJJ Ishares S&P Midcap 400 Value E	$0	$19,000 0.0% of portfolio	160	Q1 2024 Reduced 3.61%
VEU Vanguard Ftse All World Ex Us	$0	$19,000 0.0% of portfolio	340	Q4 2024 Added 0.29%
SDY Spdr Series Tr Spdr S&P Divide	$0	$19,000 0.0% of portfolio	148	Q2 2022 New
SNSR Global X Fds Internet Of Thing	$0	$17,000 0.0% of portfolio	500	Q4 2022 Reduced 4.58%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$17,000 0.0% of portfolio	522	Q4 2024 Added 1.16%
TLT Ishares Barclays 20+ Year Trea	$0	$16,000 0.0% of portfolio	192	Q4 2024 Added 12.94%
PHO Invesco Exchange Traded Fd Tr	$0	$15,000 0.0% of portfolio	229	Q4 2024 New
VBR Vanguard Small Cap Value ETF	$0	$15,000 0.0% of portfolio	77	Q3 2024 New
TECL Direxion Daily Technology Bull	$0	$14,000 0.0% of portfolio	163	Q2 2023 Reduced 37.79%
JCPB J P Morgan Exchange Traded Fd	$0	$13,000 0.0% of portfolio	287	Q4 2024 New

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