Wingate Wealth Advisors, Inc. ETFs

Wingate Wealth Advisors, Inc.

$102 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
RSP Invesco S&P 500 Equal Weight E	$0	$2.94 Billion 2.88% of portfolio	16,753	Q4 2024 New
DGRW Wisdomtree Tr Us Quality Divid	$0	$2.75 Billion 2.7% of portfolio	34,027	Q4 2024 New
FNDX Schwab Fundamental U S Large C	$0	$2.63 Billion 2.58% of portfolio	110,943	Q4 2024 New
FNDF Schwab Fundamental Intl Large	$0	$2.6 Billion 2.56% of portfolio	78,428	Q4 2024 New
SPY Spdr S&P 500 ETF Trust	$0	$2.53 Billion 2.49% of portfolio	4,317	Q4 2024 New
IQLT Ishares Msci Intl Quality Fact	$0	$2.41 Billion 2.36% of portfolio	64,851	Q4 2024 New
DFAE Dimensional ETF Tr	$0	$2.08 Billion 2.04% of portfolio	81,793	Q4 2024 New
EFV Msci Eafe Value ETF	$0	$1.87 Billion 1.84% of portfolio	35,671	Q4 2024 New
IVV Ishares Core S&P 500 ETF	$0	$1.84 Billion 1.81% of portfolio	3,131	Q4 2024 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$1.81 Billion 1.78% of portfolio	30,701	Q4 2024 New
EAGG Ishares Esg Aware U.S. Aggrega	$0	$1.77 Billion 1.74% of portfolio	38,051	Q4 2024 New
ESGD Ishares Trust Ishares Esg Awar	$0	$1.76 Billion 1.73% of portfolio	23,094	Q4 2024 New
VUG Vanguard Growth ETF	$0	$1.73 Billion 1.7% of portfolio	4,212	Q4 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$1.61 Billion 1.58% of portfolio	58,962	Q4 2024 New
VIG Vanguard Dividend Appreciation	$0	$1.53 Billion 1.5% of portfolio	7,804	Q4 2024 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$1.51 Billion 1.48% of portfolio	14,373	Q4 2024 New
BSV Vanguard Bd Index Fd Inc Short	$0	$1.24 Billion 1.22% of portfolio	16,112	Q4 2024 New
IEFA Ishares Tr	$0	$1.2 Billion 1.18% of portfolio	17,093	Q4 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$1.17 Billion 1.15% of portfolio	2,168	Q4 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$1.14 Billion 1.12% of portfolio	15,074	Q4 2024 New
XMHQ Invesco Exchange Traded Fd Tr	$0	$963 Million 0.95% of portfolio	9,780	Q4 2024 New
GLD Spdr Gold Trust	$90.9B	$935 Million 0.92% of portfolio	3,863	Q4 2024 New
MUB Ishares National Muni Bond ETF	$0	$929 Million 0.91% of portfolio	8,716	Q4 2024 New
VTV Vanguard Value ETF	$0	$913 Million 0.9% of portfolio	5,392	Q4 2024 New
BSCQ Invesco Et Self Idxd Fd Tr Bul	$0	$908 Million 0.89% of portfolio	46,723	Q4 2024 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$833 Million 0.82% of portfolio	16,624	Q4 2024 New
BSCS Invesco ETF Fd Tr Invesco Bull	$0	$829 Million 0.81% of portfolio	41,205	Q4 2024 New
BSCR Invesco Et Self Idxd Fd Tr Bul	$0	$810 Million 0.8% of portfolio	41,589	Q4 2024 New
SPHQ Invesco Exchange Traded Fd Tr	$0	$807 Million 0.79% of portfolio	12,037	Q4 2024 New
VGT Vanguard Information Technolog	$0	$804 Million 0.79% of portfolio	1,293	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$799 Million 0.78% of portfolio	12,818	Q4 2024 New
VOE Vanguard Mid Cap Value Index F	$0	$764 Million 0.75% of portfolio	4,725	Q4 2024 New
AGG Ishares Core U.S. Aggregate Bo	$0	$669 Million 0.66% of portfolio	6,905	Q4 2024 New
SUB Ishares Short Term National Mu	$0	$658 Million 0.65% of portfolio	6,238	Q4 2024 New
EFG Msci Eafe Growth ETF	$0	$645 Million 0.63% of portfolio	6,658	Q4 2024 New
VB Vanguard Small Cap ETF	$0	$632 Million 0.62% of portfolio	2,632	Q4 2024 New
BSCT Invesco Index Fd Tr Bulletshar	$0	$630 Million 0.62% of portfolio	34,325	Q4 2024 New
SMLF Ishares Msci Usa Small Cap Mul	$0	$620 Million 0.61% of portfolio	9,187	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$602 Million 0.59% of portfolio	5,228	Q4 2024 New
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$547 Million 0.54% of portfolio	26,482	Q4 2024 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$533 Million 0.52% of portfolio	10,319	Q4 2024 New
DFAS Dimensional ETF Tr U S Small C	$0	$493 Million 0.48% of portfolio	7,573	Q4 2024 New
DFUS Dimensional ETF Tr U S Equity	$0	$491 Million 0.48% of portfolio	7,707	Q4 2024 New
FBND Fidelity Merrimack Str Tr Tota	$0	$421 Million 0.41% of portfolio	9,391	Q4 2024 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$392 Million 0.38% of portfolio	21,179	Q4 2024 New
BJUL Innovator U.S. Equity Buffer E	$0	$343 Million 0.34% of portfolio	7,690	Q4 2024 New
VEA Vanguard Ftse Developed Market	$0	$320 Million 0.31% of portfolio	6,683	Q4 2024 New
DFIC Dimensional ETF Tr Dimensional	$0	$309 Million 0.3% of portfolio	11,963	Q4 2024 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$299 Million 0.29% of portfolio	704	Q4 2024 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$245 Million 0.24% of portfolio	7,071	Q4 2024 New

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