Whipplewood Advisors, LLC ETFs

Whipplewood Advisors, LLC

$176 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
JAAA Janus Detroit Str Tr Janus Hen	$0	$11.8 Billion 6.73% of portfolio	233,402	Q4 2024 New
VEA Vanguard Ftse Developed Market	$0	$3.88 Billion 2.2% of portfolio	81,095	Q4 2024 New
VIG Vanguard Dividend Appreciation	$0	$3.47 Billion 1.97% of portfolio	17,698	Q4 2024 New
VT Vanguard Total World Stk Index	$0	$3.1 Billion 1.76% of portfolio	26,358	Q4 2024 New
MTUM Ishares Msci Usa Momentum Fact	$0	$3.08 Billion 1.75% of portfolio	14,862	Q4 2024 New
VIGI Vanguard Whitehall Fds Intl Di	$0	$2.63 Billion 1.5% of portfolio	32,883	Q4 2024 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$2.25 Billion 1.28% of portfolio	39,657	Q4 2024 New
JEPI J P Morgan Exchange Traded Fd	$0	$2.19 Billion 1.24% of portfolio	37,996	Q4 2024 New
MOAT Vaneck Morningstar Wide Moat E	$0	$2.12 Billion 1.2% of portfolio	22,814	Q4 2024 New
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$2.11 Billion 1.2% of portfolio	37,385	Q4 2024 New
FNDF Schwab Fundamental Intl Large	$0	$2.05 Billion 1.17% of portfolio	61,732	Q4 2024 New
IVV Ishares Core S&P 500 ETF	$0	$1.93 Billion 1.1% of portfolio	3,287	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$1.6 Billion 0.91% of portfolio	36,287	Q4 2024 New
PRF Invesco Exchange Traded Fd Tr	$0	$1.47 Billion 0.84% of portfolio	36,553	Q4 2024 New
FNDX Schwab Fundamental U S Large C	$0	$1.47 Billion 0.84% of portfolio	62,181	Q4 2024 New
VUG Vanguard Growth ETF	$0	$1.31 Billion 0.74% of portfolio	3,185	Q4 2024 New
EEMV Ishares Msci Emerging Markets	$0	$1.19 Billion 0.67% of portfolio	20,451	Q4 2024 New
FNDE Schwab Fundamental Emerging Mk	$0	$1.17 Billion 0.66% of portfolio	40,182	Q4 2024 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$1.16 Billion 0.66% of portfolio	41,924	Q4 2024 New
PRFZ Invesco Ftse Rafi Us 1500 Smal	$0	$1.16 Billion 0.66% of portfolio	27,789	Q4 2024 New
BJUN Innovator U.S. Equity Buffer E	$0	$1.14 Billion 0.65% of portfolio	27,544	Q4 2024 New
PMAY Innovator Etfs Tr S&P 500 Pwr	$0	$1.09 Billion 0.62% of portfolio	30,287	Q4 2024 New
VTV Vanguard Value ETF	$0	$1.06 Billion 0.6% of portfolio	6,267	Q4 2024 New
BUFR First Tr Ex Td Viii Ft Cboe Ve	$0	$1.03 Billion 0.58% of portfolio	33,751	Q4 2024 New
BUFD First Tr Exc Trd Fd Viii Ft Cb	$0	$986 Million 0.56% of portfolio	38,651	Q4 2024 New
SDVY First Tr ETF Vi Smid Cap Risin	$0	$951 Million 0.54% of portfolio	26,526	Q4 2024 New
MOTI Vaneck Morningstar Internation	$0	$948 Million 0.54% of portfolio	31,290	Q4 2024 New
EFAX Spdr Index Shs Fds Msci Eafe F	$0	$846 Million 0.48% of portfolio	21,253	Q4 2024 New
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$727 Million 0.41% of portfolio	10,390	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1	$0	$724 Million 0.41% of portfolio	1,416	Q4 2024 New
BAB Invesco ETF Tr Ii Taxable Mun	$0	$724 Million 0.41% of portfolio	27,681	Q4 2024 New
MGC Vanguard Mega Cap ETF	$0	$707 Million 0.4% of portfolio	3,323	Q4 2024 New
KAPR Innovator U.S. Small Cap Power	$0	$647 Million 0.37% of portfolio	19,794	Q4 2024 New
EPRF Innovator Etfs Tr S&P Invt Gra	$0	$633 Million 0.36% of portfolio	34,812	Q4 2024 New
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$605 Million 0.34% of portfolio	13,745	Q4 2024 New
RWJ Invesco Exchange Traded Fd Tr	$0	$560 Million 0.32% of portfolio	12,227	Q4 2024 New
SCHX Schwab Strategic Tr Us Large C	$0	$555 Million 0.32% of portfolio	23,927	Q4 2024 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$504 Million 0.29% of portfolio	10,003	Q4 2024 New
SPGP Invesco Exchange Traded Fd Tr	$0	$499 Million 0.28% of portfolio	4,761	Q4 2024 New
PFEB Innovator U.S. Equity Power Bu	$0	$483 Million 0.27% of portfolio	13,132	Q4 2024 New
XMMO Invesco Exchange Traded Fd Tr	$0	$422 Million 0.24% of portfolio	3,416	Q4 2024 New
IEMG Ishares Inc	$0	$393 Million 0.22% of portfolio	7,528	Q4 2024 New
HEEM Ishares Currency Hedged Msci E	$0	$387 Million 0.22% of portfolio	14,326	Q4 2024 New
IEFA Ishares Tr	$0	$376 Million 0.21% of portfolio	5,356	Q4 2024 New
PREF Principal Spectrum Pfd Secs Ac	$0	$374 Million 0.21% of portfolio	20,112	Q4 2024 New
SKYY First Trust Cloud Computing Et	$0	$366 Million 0.21% of portfolio	3,076	Q4 2024 New
JPRE J P Morgan Exchange Traded Fd	$0	$364 Million 0.21% of portfolio	7,695	Q4 2024 New
BCD Abrdn Etfs Abrdn Bloomberg All	$0	$363 Million 0.21% of portfolio	11,572	Q4 2024 New
PIE Invesco Exchange Traded Fd Tr	$0	$362 Million 0.21% of portfolio	18,831	Q4 2024 New
ARKG Ark Genomic Revolution ETF (De	$0	$305 Million 0.17% of portfolio	12,933	Q4 2024 New

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