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Top 10 Client Holdings

As of Sept. 30th, 2021TickerDividend Yield1-Year Return3-Year Avg. Annual ReturnExpense RatioMax Draw downFact Sheet
Vanguard Dividend Appreciation ETF
VIG1.7%24.2%14.2%0.06%-46.8%More Info
Amplify Black Swan US Growth & Treasury ETFSWAN
0.2%10.4%13.9%0.49%-12.8%More Info
SPDR S&P 500 Growth ETF
SPYG0.7%30.7%20.5%0.04%-68.2%More Info
iShares USA Momentum Factor ETF
MTUM0.5%22.3%15.6%0.15%-34.1%More Info
iShares USA Quality Factor ETFQUAL
1.3%31.1%15.7%0.15%-34.1%More Info
Vanguard Total World Stock ETFVT
1.7%30.0%13.0%0.08%-50.3%More Info
WisdomTree US Efficient Core ETFNTSX0.9%23.4%24.3%0.20%-28.3%More Info
iShares Global Low-Volatility ETF
ACWV1.7%14.7%7.9%0.20%-28.8%More Info
iShares MSCI USA ESG Select ETFSUSA1.1%18.9%19.3%0.25%-53.9%More Info
SPDR MSCI World Strategic Factors ETFQWLD
1.6%27.1%12.3%0.30%-31.9%More Info


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