Vanguard Personalized Indexing Management, LLC ETFs

Vanguard Personalized Indexing Management, LLC

$6.46 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VT Vanguard Total World Stk Index	$0	$5.1 Million 0.08% of portfolio	43,452	Q4 2024 Reduced 5.28%
VOO Vanguard Index Fds S&P 500 ETF	$0	$4.89 Million 0.08% of portfolio	9,078	Q4 2024 Added 212.6%
SPY Spdr S&P 500 ETF Trust	$0	$4.76 Million 0.07% of portfolio	8,130	Q4 2024 Added 3.82%
SCHX Schwab Strategic Tr Us Large C	$0	$4.53 Million 0.07% of portfolio	195,534	Q4 2024 Added 201.97%
IVV Ishares Core S&P 500 ETF	$0	$3.24 Million 0.05% of portfolio	5,498	Q4 2024 Added 13.71%
IYW Ishares Dj Us Tech ETF	$0	$2.81 Million 0.04% of portfolio	17,589	Q4 2024 Reduced 9.08%
VO Vanguard Mid Cap ETF	$0	$2.03 Million 0.03% of portfolio	7,675	Q4 2024 Reduced 11.81%
IEFA Ishares Tr	$0	$1.51 Million 0.02% of portfolio	21,513	Q4 2024 Reduced 0.13%
IVE Ishares S&P 500 Value ETF	$0	$1.37 Million 0.02% of portfolio	7,201	Q4 2024 Reduced 1.64%
VEA Vanguard Ftse Developed Market	$0	$1.37 Million 0.02% of portfolio	28,655	Q4 2024 Added 20.93%
SCHA Schwab Strategic Tr Us Small C	$0	$1.31 Million 0.02% of portfolio	50,678	Q4 2024 Added 92.96%
DFAC Dimensional ETF Tr U S Core Eq	$0	$1.25 Million 0.02% of portfolio	36,214	Q1 2024 Added 12.15%
QQQ Invesco Qqq Trust, Series 1	$0	$1.15 Million 0.02% of portfolio	2,246	Q4 2024 Added 5.25%
IWR Ishares Russell Mid Cap ETF	$0	$1.15 Million 0.02% of portfolio	12,993	Q4 2024 Reduced 14.25%
XLK Technology Sector Spdr	$0	$1.02 Million 0.02% of portfolio	4,386	Q4 2024 Reduced 5.11%
IUSG Ishares Core S&P U.S Growth Et	$0	$968,000 0.01% of portfolio	6,950	Q4 2024 Reduced 21.05%
SUSA Ishares Tr Msci Usa Esg Select	$0	$895,000 0.01% of portfolio	7,365	Q4 2024 Reduced 7.88%
MGK Vanguard Mega Cap Growth ETF	$0	$889,000 0.01% of portfolio	2,590	Q4 2024 Added 7.6%
VGT Vanguard Information Technolog	$0	$839,000 0.01% of portfolio	1,350	Q4 2024 Added 95.65%
SCHM Schwab Strategic U.S. Mid Cap	$0	$832,000 0.01% of portfolio	30,044	Q4 2024 Added 178.83%
IJH Ishares Core S&P Mid Cap ETF	$0	$715,000 0.01% of portfolio	11,490	Q4 2024 Reduced 4.1%
IVW Ishares S&P 500 Growth ETF	$0	$706,000 0.01% of portfolio	6,959	Q4 2024 Added 13.75%
SCHD Schwab Strategic Tr Us Dividen	$0	$612,000 0.01% of portfolio	22,402	Q4 2024 Added 199.73%
VUG Vanguard Growth ETF	$0	$608,000 0.01% of portfolio	1,482	Q4 2024 Added 13.48%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$585,000 0.01% of portfolio	17,157	Q1 2024 New
VXF Vanguard Extended Market ETF	$0	$561,000 0.01% of portfolio	2,958	Q4 2024 Added 101.36%
IDEV Ishares Core Msci Intl Develop	$0	$550,000 0.01% of portfolio	8,541	Q4 2024 Reduced 23.56%
VBR Vanguard Small Cap Value ETF	$0	$521,000 0.01% of portfolio	2,629	Q4 2024 Added 28.75%
VB Vanguard Small Cap ETF	$0	$501,000 0.01% of portfolio	2,089	Q4 2024 Reduced 4.35%
DGRO Ishares Core Dividend Growth E	$0	$490,000 0.01% of portfolio	7,996	Q4 2024 Added 116.22%
MGC Vanguard Mega Cap ETF	$0	$486,000 0.01% of portfolio	2,288	Q4 2024 Reduced 1.51%
IEMG Ishares Inc	$0	$482,000 0.01% of portfolio	8,987	Q4 2024 Added 0.45%
SCHB Schwab Strategic Tr Us Broad M	$0	$438,000 0.01% of portfolio	19,316	Q4 2024 Added 186.8%
DFAU Dimensional ETF Tr	$0	$432,000 0.01% of portfolio	10,680	Q4 2024 Added 93.3%
IUSV Ishares Core S&P U.S. Value Et	$0	$431,000 0.01% of portfolio	4,655	Q4 2024 Reduced 0.43%
VWO Vanguard Ftse Emerging Mkts Et	$0	$429,000 0.01% of portfolio	9,753	Q4 2024 Reduced 14.38%
USMV Ishares Msci Usa Min Vol Facto	$0	$416,000 0.01% of portfolio	4,686	Q4 2024 Added 0.39%
DSI Ishares Msci Kld 400 Social Et	$0	$413,000 0.01% of portfolio	3,754	Q2 2024 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$403,000 0.01% of portfolio	3,052	Q4 2024 Reduced 3.26%
FDN First Tr Fd Dow Jones	$0	$377,000 0.01% of portfolio	1,553	Q3 2024 Added 1.77%
IWB Ishares Tr Russell 1000 ETF	$0	$328,000 0.01% of portfolio	1,019	Q4 2024 Added 1.8%
VONG Vanguard Russell 1000 Growth E	$0	$324,000 0.01% of portfolio	3,143	Q4 2024 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$313,000 0.0% of portfolio	16,948	Q4 2024 Added 23.59%
DFUS Dimensional ETF Tr U S Equity	$0	$300,000 0.0% of portfolio	4,707	Q4 2023 New
FNDB Schwab Fundamental U S Broad M	$0	$297,000 0.0% of portfolio	12,786	Q4 2024 Added 200.0%
BOTZ Global X Fds	$0	$287,000 0.0% of portfolio	9,000	Q4 2023 New
INTF Ishares Tr	$0	$272,000 0.0% of portfolio	9,496	Q1 2024 New
IWM Ishares Russell 2000 ETF	$0	$271,000 0.0% of portfolio	1,228	Q4 2024 Added 12.87%
IJR Ishares Core S&P Sm Cap ETF	$0	$266,000 0.0% of portfolio	2,313	Q3 2024 Reduced 0.52%
DFAE Dimensional ETF Tr	$0	$258,000 0.0% of portfolio	10,191	Q4 2024 New

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