IAG Wealth Partners, LLC [Rocket]

Holdings

IAG Wealth Partners, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Vanguard Growth ETF	VUG	common	50,593	21,466	14,315,760,000	8,108,604,000	3.78		Hist	06/30/2023
IndexIQ ETF Trust	MMIT	Common	934,349	324,786	22,760,739,000	8,051,992,000	6.02		Hist	06/30/2023
Nushares ETF Trust	NUMG	Common	288,326	127,013	11,253,380,000	5,575,150,000	2.97		Hist	06/30/2023
WisdomTree Trust	DGRW	Common	60,656	60,180	4,043,360,000	4,014,629,000	1.07		Hist	06/30/2023
INVESCO EXCHANGE TRADED FD T	SPHQ	Common	102,005	47,726	5,146,143,000	2,757,864,000	1.36		Hist	06/30/2023
WisdomTree Trust	DLN	LARGECAP DIVID	379,400	23,723	24,129,812,000	2,095,614,000	6.38		Hist	06/30/2023
SPDR SERIES TRUST	THRK	Common	208,696	4,032	11,361,422,000	1,682,863,000	3.00		Hist	06/30/2023
FIRST TR EXCNGE TRD ALPHADEX	FYC	Common	41,598	22,124	2,504,411,000	1,427,888,000	0.66		Hist	06/30/2023
SPDR INDEX SHS FDS	CWI	Common	323,831	26,199	8,461,700,000	1,300,674,000	2.24		Hist	06/30/2023
WisdomTree Trust	DON	MIDCAP DIVI FD	484,442	17,886	20,370,812,000	1,176,707,000	5.38		Hist	06/30/2023
JOHN HANCOCK EXCHANGE TRADED	JHMM	Common	100,745	14,658	5,006,010,000	999,531,000	1.32		Hist	06/30/2023
SPDR SERIES TRUST	MDYV	Common	66,393	7,914	4,566,539,000	781,761,000	1.21		Hist	06/30/2023
AMERICAN CENTY ETF TR	AVEM	Common	48,925	11,801	2,632,655,000	759,749,000	0.70		Hist	06/30/2023
SPDR SERIES TRUST	BNDS	Common	91,107	26,523	2,311,384,000	688,388,000	0.61		Hist	06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	1,869	1,522	761,206,000	639,291,000	0.20		Hist	06/30/2023
Victory Portfolios II	CSB	Exchange Traded Fund	32,893	12,063	1,688,726,000	614,315,000	0.45		Hist	06/30/2023
SPDR SERIES TRUST	SMD	Common	138,148	3,236	6,339,621,000	605,855,000	1.68		Hist	06/30/2023
Apple Inc.	AAPL	Common	6,122	283	1,187,537,000	428,900,000	0.31		Hist	06/30/2023
VANGUARD TAX-MANAGED FUNDS	VEA	FD	12,563	8,134	580,160,000	394,275,000	0.15		Hist	06/30/2023
2KSOUNDS CORP	TWOK	Common	81,796	6,519	3,176,976,000	393,998,000	0.84		Hist	06/30/2023
SCHWAB US LC ETF	SCHX	Equities	10,094	6,080	528,622,000	347,390,000	0.14		Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	1,896	272	645,497,000	256,136,000	0.17	0.00	Hist	06/30/2023
VANGUARD INDEX FUNDS	VTV	Common	3,062	1,755	435,042,000	251,645,000	0.11		Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	1,314	609	448,074,000	230,299,000	0.12	0.00	Hist	06/30/2023
J P MORGAN EXCHANGE TRADED F	BBRE	Common	12,903	2,242	1,089,366,000	219,428,000	0.29		Hist	06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VWO	Common	5,150	3,635	209,502,000	150,447,000	0.06		Hist	06/30/2023
VANGUARD BOND INDEX FUNDS	BND	Common	1,925	1,775	139,928,000	129,152,000	0.04		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHF	Common	3,495	3,282	124,597,000	117,736,000	0.03		Hist	06/30/2023
INVESCO QQQ TRUST, SERIES 1	QQQ	UNIT SER 1	668	174	246,771,000	115,229,000	0.07		Hist	06/30/2023
SPDR INDEX SHARES FUNDS	ACIM	Common	6,013	1,555	314,724,000	106,848,000	0.08		Hist	06/30/2023
PULSE ELECTRONICS CORP	PULS	Common	101,475	1,197	5,013,883,000	90,233,000	1.33		Hist	06/30/2023
EXACT SCIENCES CORP	EXAS	Common	1,740	200	163,386,000	87,141,000	0.04	0.00	Hist	06/30/2023
SPDR INDEX SHS FDS	SPEM	Common	20,620	1,230	708,923,000	69,828,000	0.19		Hist	06/30/2023
NORTHERN LTS FD TR IV	ISMD	Common	4,360	1,870	140,087,000	65,113,000	0.04		Hist	06/30/2023
COSTCO WHOLESALE CORP /NEW	COST	Common	275	89	148,054,000	63,145,000	0.04		Hist	06/30/2023
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