Tru Wealth Advisors, LLC ETFs

Tru Wealth Advisors, LLC

$1.56 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VUG Vanguard Growth ETF	$0	$695,000 0.04% of portfolio	1,878	Q1 2025 Added 1.9%
SHV Ishares Tr	$0	$633,000 0.04% of portfolio	5,740	Q1 2025 Reduced 32.09%
XLF Financial Sector Spdr	$0	$604,000 0.04% of portfolio	12,278	Q1 2025 Added 5.86%
RSP Invesco S&P 500 Equal Weight E	$0	$584,000 0.04% of portfolio	3,402	Q1 2025 Reduced 12.77%
IVV Ishares Core S&P 500 ETF	$0	$516,000 0.03% of portfolio	926	Q1 2025 Added 0.11%
VV Vanguard Large Cap ETF	$0	$514,000 0.03% of portfolio	2,013	Q1 2025 Added 0.05%
VNLA Janus Henderson Short Duration	$0	$478,000 0.03% of portfolio	9,731	Q1 2025 Added 5.29%
IJT Ishares S&P Small Cap 600 Grow	$0	$451,000 0.03% of portfolio	3,657	Q1 2025 Added 2.29%
IJR Ishares Core S&P Sm Cap ETF	$0	$407,000 0.03% of portfolio	3,917	Q2 2024 Added 5.78%
VB Vanguard Small Cap ETF	$0	$382,000 0.02% of portfolio	1,724	Q1 2025 Added 0.23%
FIW First Trust Water ETF	$0	$382,000 0.02% of portfolio	3,822	Q1 2025 Added 0.1%
SSO Proshares Ultra S&P 500	$0	$365,000 0.02% of portfolio	4,467	Q2 2024 Reduced 7.5%
CFA Victory Portfolios Ii Shs Us 5	$0	$363,000 0.02% of portfolio	4,343	Q4 2021 New
XLK Technology Sector Spdr	$0	$352,000 0.02% of portfolio	1,708	Q1 2025 Reduced 6.51%
QTEC First Trust Nasdaq 100 Technol	$0	$327,000 0.02% of portfolio	1,874	Q1 2023 New
IVW Ishares S&P 500 Growth ETF	$0	$310,000 0.02% of portfolio	3,352	Q3 2023 Reduced 4.06%
XLI Industrial Sector Spdr	$0	$291,000 0.02% of portfolio	2,236	Q1 2025 Added 2.43%
FLRN Spdr Bloomberg Investment Grad	$0	$282,000 0.02% of portfolio	9,150	Q1 2025 Added 4.44%
PHO Invesco Exchange Traded Fd Tr	$0	$273,000 0.02% of portfolio	4,248	Q1 2025 Added 0.02%
SUB Ishares Short Term National Mu	$0	$259,000 0.02% of portfolio	2,458	Q1 2025 Reduced 14.33%
SMMU Pimco ETF Tr Sht Term Mun Bd A	$0	$251,000 0.02% of portfolio	5,050	Q1 2025 Added 0.14%
XLE Energy Sector Spdr	$0	$250,000 0.02% of portfolio	2,706	Q1 2025 Added 0.26%
TLT Ishares Barclays 20+ Year Trea	$0	$250,000 0.02% of portfolio	2,781	Q1 2025 Reduced 37.24%
DIVB Ishares Tr U S Divid & Buyback	$0	$242,000 0.02% of portfolio	5,049	Q1 2025 Added 19.22%
VBR Vanguard Small Cap Value ETF	$0	$235,000 0.02% of portfolio	1,269	Q1 2025 Reduced 8.04%
VOOG Vanguard S&P 500 Growth ETF	$0	$230,000 0.01% of portfolio	690	Q1 2024 New
GLD Spdr Gold Trust	$102B	$227,000 0.01% of portfolio	791	Q1 2025 New
IWR Ishares Russell Mid Cap ETF	$0	$225,000 0.01% of portfolio	2,664	Q1 2025 Reduced 8.3%
VIGI Vanguard Whitehall Fds Intl Di	$0	$218,000 0.01% of portfolio	2,629	Q1 2025 Reduced 19.77%
XSVM Invesco S&P Smallcap Value Wit	$0	$214,000 0.01% of portfolio	4,287	Q1 2025 Reduced 66.42%
SHY Ishares Barclays 1 3 Year Trea	$0	$209,000 0.01% of portfolio	2,529	Q1 2025 Reduced 14.85%

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