Wr Wealth Planners, LLC ETFs

Wr Wealth Planners, LLC

$301 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VYM Vanguard Whitehall Fds (Vangua	$0	$3,000 0.0% of portfolio	29	Q4 2024 Reduced 92.58%
AMZA Etfis Ser Tr I	$0	$3,000 0.0% of portfolio	90	Q4 2024 Added 1.12%
SPYV Spdr Portfolio S&P 500 Value E	$0	$3,000 0.0% of portfolio	61	Q3 2024 New
SCHX Schwab Strategic Tr Us Large C	$0	$2,000 0.0% of portfolio	120	Q4 2024 Added 200.0%
VB Vanguard Small Cap ETF	$0	$2,000 0.0% of portfolio	9	Q2 2022 Sold Out
PFFA Etfis Ser Tr I	$0	$2,000 0.0% of portfolio	98	Q4 2024 Added 2.08%
VNQI Vanguard Global Ex U.S. Real	$0	$2,000 0.0% of portfolio	65	Q4 2024 Added 3.17%
SCHH Schwab Strategic U.S. Reit ETF	$0	$2,000 0.0% of portfolio	109	Q1 2024 New
IWP Ishares Russell Mid Cap Growth	$0	$2,000 0.0% of portfolio	18	Q3 2024 New
EFAV Ishares Msci Eafe Min Vol Fact	$0	$2,000 0.0% of portfolio	29	Q4 2024 New
SRLN Ssga Active Trust	$0	$2,000 0.0% of portfolio	53	Q4 2024 Added 3.92%
XLB Select Sector Spdr Fd Material	$0	$2,000 0.0% of portfolio	27	Q1 2022 Reduced 11.11%
NOBL Proshares S&P 500 Dividend Ari	$0	$2,000 0.0% of portfolio	25	Q1 2022 Added 640.0%
PFF Ishares Trust Ishares Pfd And	$0	$2,000 0.0% of portfolio	85	Q1 2022 Added 1,709.41%
FCG First Tr Exchange Traded Fd	$0	$2,000 0.0% of portfolio	100	Q2 2024 New
LQDH Ishares U S ETF Tr Int Rate He	$0	$2,000 0.0% of portfolio	26	Q2 2022 Added 3.61%
VT Vanguard Total World Stk Index	$0	$2,000 0.0% of portfolio	22	Q2 2024 New
XLRE Select Sector Spdr Tr Real Est	$0	$1,000 0.0% of portfolio	37	Q2 2023 Added 1,054.05%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$1,000 0.0% of portfolio	4	Q2 2022 Added 2.56%
TQQQ Proshares Ultrapro Qqq	$0	$1,000 0.0% of portfolio	20	Q1 2022 Added 1,140.0%
PAWZ Proshares Tr Pet Care ETF	$0	$1,000 0.0% of portfolio	35	Q1 2024 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$1,000 0.0% of portfolio	54	Q4 2024 Added 200.0%
XSMO Invesco S&P Smallcap Momentum	$0	$1,000 0.0% of portfolio	21	Q3 2024 New
SCHZ Schwab Us Aggregate Bond ETF	$0	$1,000 0.0% of portfolio	53	Q4 2024 Added 103.85%
EEMV Ishares Msci Emerging Markets	$0	$1,000 0.0% of portfolio	34	Q4 2024 Reduced 84.33%
SVOL Simplify ETF Simplify Volatili	$0	$1,000 0.0% of portfolio	90	Q2 2024 New
JIRE J P Morgan Exchg Traded Fd Tr	$0	$1,000 0.0% of portfolio	23	Q3 2024 New
IGLB Ishares 10+ Year Investment Gr	$0	$1,000 0.0% of portfolio	36	Q2 2022 Reduced 35.03%
VEU Vanguard Ftse All World Ex Us	$0	$1,000 0.0% of portfolio	19	Q4 2024 Added 5.56%
MLPX Global X Mlp & Energy Infrastr	$0	$1,000 0.0% of portfolio	33	Q4 2024 Added 3.13%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$1,000 0.0% of portfolio	20	Q1 2024 New
IQLT Ishares Msci Intl Quality Fact	$0	$1,000 0.0% of portfolio	36	Q2 2022 Added 2.64%
JPHY Jp Morgan High Yield Research	$0	$0 0.0% of portfolio	48	Q3 2024 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$0 0.0% of portfolio	7	Q4 2024 New
FIXD First Tr ETF Viii Tcw Opportun	$0	$0 0.0% of portfolio	7	Q3 2024 New
HYDB Ishares Tr Edge High Yield Def	$0	$0 0.0% of portfolio	8	Q4 2024 Reduced 20.0%
DIVO Amplify ETF Tr Amplify Cwp Enh	$0	$0 0.0% of portfolio	1	Q2 2022 Added 16.22%
SPSB Spdr Portfolio Short Term Corp	$0	$0 0.0% of portfolio	23	Q2 2022 Added 14.42%
ROBT First Tr Exchange Traded Fd Vi	$0	$0 0.0% of portfolio	20	Q1 2024 New
BAR Granite Shares Gold Trust	$1.6B	$0 0.0% of portfolio	13	Q1 2024 New
BATT Amplify Lithium & Battery Tech	$0	$0 0.0% of portfolio	19	Q3 2024 New
JMBS Janus Detroit Str Tr Henderson	$0	$0 0.0% of portfolio	10	Q3 2024 New
DRIV Global X Fds Global X Autonomo	$0	$0 0.0% of portfolio	11	Q3 2024 Reduced 95.42%
FIVG ETF Ser Solutions Defiance Nex	$0	$0 0.0% of portfolio	8	Q3 2024 New
HTRB Hartford Fds Total Return Bd E	$0	$0 0.0% of portfolio	8	Q3 2024 New
STIP Ishares Barclays 0 5 Year Tips	$0	$0 0.0% of portfolio	1	Q4 2024 Reduced 83.33%
IHAK Ishares Tr Cybersecurity & Tec	$0	$0 0.0% of portfolio	8	Q3 2024 New
BBIN J P Morgan Exch Traded Fd Tr B	$0	$0 0.0% of portfolio	10	Q3 2024 New
QQQM Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	4	Q4 2024 Added 33.33%
RIET ETF Ser Solutions Hoya Capital	$0	$0 0.0% of portfolio	87	Q4 2024 Added 123.08%

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