Winthrop Advisory Group LLC ETFs

Winthrop Advisory Group LLC

$1.16 Billion
Q4 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWM Ishares Russell 2000 ETF	$0	$609,000 0.05% of portfolio	2,568	Q4 2025 Reduced 0.62%
JQUA J P Morgan ETF Tr U S Quality	$0	$526,000 0.05% of portfolio	8,492	Q4 2025 Reduced 2.66%
IJR Ishares Core S&P Sm Cap ETF	$0	$523,000 0.04% of portfolio	4,477	Q4 2025 Reduced 4.36%
SMH Vaneck ETF Tr Semiconductor Et	$0	$517,000 0.04% of portfolio	1,499	Q4 2025 Added 5.05%
XLF Financial Sector Spdr	$0	$420,000 0.04% of portfolio	8,013	Q4 2025 Reduced 11.01%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$418,000 0.04% of portfolio	888	Q4 2025 Added 0.68%
IGSB Ishares Trust Ishares 1 5 Year	$0	$372,000 0.03% of portfolio	7,045	Q4 2025 Added 0.76%
IAU Ishares Gold Trust	$65.3B	$370,000 0.03% of portfolio	4,817	Q4 2025 New
SOXX Ishares Semiconductor ETF	$0	$357,000 0.03% of portfolio	1,240	Q4 2025 Added 8.49%

SCHG Schwab Strategic Tr Us Large C	$0	$323,000 0.03% of portfolio	10,025	Q4 2025 Added 0.52%
LQD Ishares Iboxx $ Investment Gra	$0	$307,000 0.03% of portfolio	2,792	Q4 2025 Reduced 13.99%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$296,000 0.03% of portfolio	3,719	Q4 2025 Added 40.71%
USMV Ishares Msci Usa Min Vol Facto	$0	$296,000 0.03% of portfolio	3,143	Q4 2025 Reduced 11.04%
ITA Ishares Tr	$0	$287,000 0.02% of portfolio	1,394	Q3 2025 Added 0.29%
EFA Ishares Tr Msci Eafe ETF	$0	$274,000 0.02% of portfolio	2,884	Q4 2025 Added 22.1%
VBK Vanguard Small Cap Growth ETF	$0	$265,000 0.02% of portfolio	910	Q4 2025 Added 0.11%
CWB Spdr Bloomberg Convertible Sec	$0	$264,000 0.02% of portfolio	2,984	Q1 2025 New
VYMI Vanguard Whitehall Fds Intl Hi	$0	$260,000 0.02% of portfolio	2,979	Q4 2025 Added 10.87%

SUB Ishares Short Term National Mu	$0	$255,000 0.02% of portfolio	2,395	Q4 2025 Added 1.87%
VBR Vanguard Small Cap Value ETF	$0	$254,000 0.02% of portfolio	1,237	Q4 2025 Added 2.57%
PFF Ishares Trust Ishares Pfd And	$0	$240,000 0.02% of portfolio	7,795	Q2 2025 Reduced 16.14%
FNDB Schwab Fundamental U S Broad M	$0	$239,000 0.02% of portfolio	9,260	Q4 2025 Added 0.63%
IAK Ishares Tr	$0	$226,000 0.02% of portfolio	1,692	Q4 2025 Reduced 31.19%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$223,000 0.02% of portfolio	2,906	Q3 2025 Reduced 2.61%
IVE Ishares S&P 500 Value ETF	$0	$221,000 0.02% of portfolio	1,055	Q4 2025 Added 0.19%
VOT Vanguard Mid Cap Growth Index	$0	$221,000 0.02% of portfolio	793	Q4 2025 Reduced 0.63%
PHO Invesco Exchange Traded Fd Tr	$0	$212,000 0.02% of portfolio	2,968	Q3 2025 Added 0.07%
VEA Vanguard Ftse Developed Market	$0	$207,000 0.02% of portfolio	3,376	Q4 2025 Reduced 9.08%
MGK Vanguard Mega Cap Growth ETF	$0	$205,000 0.02% of portfolio	502	Q4 2025 Added 0.2%

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