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MILESTONE WEALTH, LLC

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

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
GOLDMAN SACHS ETF TR EQUITY GSLCSTOCK221,513-7,23115,735,000-1,407,000   Hist 09/30/2022
Goldman Sachs ETF Trust GCORCommon357,133-5,53014,604,000-1,078,000   Hist 09/30/2022
Goldman Sachs ETF Trust GSIECommon239,068-2,3135,916,000-787,000   Hist 09/30/2022
Goldman Sachs ETF Trust GSSCCommon75,220-1,5093,803,000-225,000   Hist 09/30/2022
Goldman Sachs ETF Trust GIGBCommon61,636-2232,659,000-190,000   Hist 09/30/2022
Goldman Sachs ETF Trust GTIPCommon51,545-9712,457,000-250,000   Hist 09/30/2022
Goldman Sachs ETF Trust GBILCommon19,05961,904,0002,000   Hist 09/30/2022
SPDR S&P 500 ETF TRUST SPYCommon5,03201,798,000-100,000   Hist 09/30/2022
iSHARES TRUST EMBCommon19,683-2081,570,000-127,000   Hist 09/30/2022
State Street Global Advisors Ltd. TLOCommon51,3493221,526,000-161,000   Hist 09/30/2022
SPDR GOLD TRUST GLDCOM8,6765,0001,342,000723,000   Hist 09/30/2022
iSHARES TRUST IVWS&P500 GRW21,35501,236,000-53,000   Hist 09/30/2022
INVESCO ACTIVELY MANAGED ETF GSYCommon24,60001,215,000-4,000   Hist 09/30/2022
Apple Inc. AAPLCommon8,728-7501,207,000-89,000   Hist 09/30/2022
Goldman Sachs ETF Trust GEMCommon40,263-1,2371,037,000-198,000   Hist 09/30/2022
iShares Silver Trust SLVCOM43,04820,000753,000323,000   Hist 09/30/2022
INVESCO QQQ TRUST, SERIES 1 QQQUNIT SER 12,7610738,000-36,000   Hist 09/30/2022
SELECT SECTOR SPDR TRUST XLKCOM6,1960736,000-52,000   Hist 09/30/2022
VANGUARD SPECIALIZED FUNDS VIGCommon4,6580630,000-38,000   Hist 09/30/2022
Coinbase Global, Inc. COINCOM CL A8,7840566,000153,000   Hist 09/30/2022
Tesla, Inc. TSLACOM2,0551,370545,00084,000   Hist 09/30/2022
EXXON MOBIL CORP XOMCommon6,0640529,00010,000   Hist 09/30/2022
iSHARES TRUST SHVCommon4,464-1,136491,000-126,000   Hist 09/30/2022
Alphabet Inc. GOOGLCOM5,0204,769480,000-67,000   Hist 09/30/2022
MICROSOFT CORP MSFTCommon1,8310427,000-43,000   Hist 09/30/2022
AMAZON COM INC AMZNCommon3,6200408,00024,000   Hist 09/30/2022
iSHARES TRUST IWMCommon1,8410304,000-8,000   Hist 09/30/2022
AMERICAN FIDELITY ASSURANCE CO FHLCCommon5,1750298,000-16,000   Hist 09/30/2022
VANGUARD INDEX FUNDS VTVCommon2,2990284,000-19,000   Hist 09/30/2022
SPDR SERIES TRUST SPYDCommon7,8630279,000-35,000   Hist 09/30/2022
VANGUARD SCOTTSDALE FUNDS VGITCommon4,488-67262,000-17,000   Hist 09/30/2022
FIDELITY FREEDOM 2020 FTECCommon2,7910254,000-15,000   Hist 09/30/2022
Vanguard Mid-Cap Value ETF VOEcommon2,0520250,000-16,000   Hist 09/30/2022
iSHARES TRUST IVECommon1,9350249,000-17,000   Hist 09/30/2022
LOWES COMPANIES INC LOWCommon1,2490235,00017,000   Hist 09/30/2022
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