Wells Financial Advisors Inc New Holdings in Q2 2024

Wells Financial Advisors Inc

Stock	Shares change	Price Range	Shares Held
TLT Ishares Barclays 20+ Year Trea ETFs	25.3K New	$87.78 - $94.67 $2.22M - $2.39M	25.3K $2.32M
DYNF Blackrock ETF Tr U S Equity Fa ETFs	44.9K New	$42.0 - $47.28 $1.89M - $2.12M	44.9K $2.11M
EFG Msci Eafe Growth ETF ETFs	11.6K New	$97.17 - $106.25 $1.13M - $1.23M	11.6K $1.19M
IYW Ishares Dj Us Tech ETF ETFs	4.71K New	$124.75 - $153.46 $587K - $722K	4.71K $708K
EMXC Ishares Inc Msci Emerging Mkts ETFs	9.29K New	$55.18 - $59.2 $513K - $550K	9.29K $550K
EFV Msci Eafe Value ETF ETFs	9.08K New	$52.34 - $56.41 $475K - $512K	9.08K $481K
VWOB Vanguard Emerging Mkts Govt Bd ETFs	6.11K New	$61.69 - $64.0 $377K - $391K	6.11K $384K
HEFA Ishares Currency Hedged Msci E ETFs	9.84K New	$33.83 - $35.94 $333K - $354K	9.84K $349K
IGEB Ishares Tr Edge Invt Grade Enh ETFs	3.63K New	$43.4 - $44.71 $157K - $162K	3.63K $160K
IFRA Ishares Tr ETFs	2.13K New	$41.22 - $44.87 $87.8K - $95.6K	2.13K $89K
ICVT Ishares Tr Convertible Bond Et ETFs	740 New	$76.13 - $79.59 $56.3K - $58.9K	740 $58K
SCHP Schwab Strategic Us Tips ETF ETFs	512 New	$51.1 - $52.24 $26.2K - $26.7K	512 $26K
ITOT Ishares Core S&P Total U.S. St ETFs	201 New	$108.78 - $119.23 $21.9K - $24K	201 $23K
EMB Ishares Tr ETFs	50 New	$86.66 - $89.88 $4.33K - $4.49K	50 $4K
FRC First Republic Bank Financial Services	24 New	N/A	24 $0
Columbia U.S. Equity Income ETF	1.71K New	N/A	1.71K $0

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