Vertex Planning Partners, LLC ETFs

Vertex Planning Partners, LLC

$521 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IVOO Vanguard S&P Mid Cap 400 ETF	$0	$320 Million 0.06% of portfolio	2,900	Q1 2023 Added 100.0%
IXUS Ishares Tr	$0	$314 Million 0.06% of portfolio	3,802	Q3 2025 Added 9.22%
MUST Columbia ETF Tr I Multi Sector	$0	$310 Million 0.06% of portfolio	15,076	Q3 2025 Added 22.63%
HDV Ishares Core High Dividend ETF	$0	$306 Million 0.06% of portfolio	2,497	Q3 2025 Reduced 3.89%
DEW Wisdomtree Tr Global High Divi	$0	$303 Million 0.06% of portfolio	5,034	Q3 2025 Reduced 0.69%
DFAT Dimensional ETF Tr U S Target	$0	$288 Million 0.06% of portfolio	4,951	Q3 2025 Added 7.58%
MMIT Indexiq Active ETF Tr Iq Macka	$0	$284 Million 0.05% of portfolio	11,685	Q3 2025 Added 3.09%
XLF Financial Sector Spdr	$0	$279 Million 0.05% of portfolio	5,187	Q3 2025 New
ESGU Ishares Trust Ishares Esg Awar	$0	$279 Million 0.05% of portfolio	1,917	Q3 2025 Reduced 0.1%

PXF Invesco Iftse Rafi Dev Mkts Ex	$0	$277 Million 0.05% of portfolio	4,536	Q3 2025 Reduced 27.77%
SCHG Schwab Strategic Tr Us Large C	$0	$273 Million 0.05% of portfolio	8,553	Q3 2025 New
IWM Ishares Russell 2000 ETF	$0	$271 Million 0.05% of portfolio	1,118	Q3 2025 Added 0.09%
VYM Vanguard Whitehall Fds (Vangua	$0	$269 Million 0.05% of portfolio	1,907	Q1 2025 Reduced 9.02%
GOVT Ishares U.S. Treasury Bond ETF	$0	$268 Million 0.05% of portfolio	11,613	Q3 2025 Added 25.18%
BLOK Amplify ETF Tr Trnsformational	$0	$268 Million 0.05% of portfolio	4,000	Q2 2025 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$264 Million 0.05% of portfolio	431	Q3 2025 Added 0.47%
SMH Vaneck ETF Tr Semiconductor Et	$0	$259 Million 0.05% of portfolio	792	Q2 2025 New
VONG Vanguard Russell 1000 Growth E	$0	$239 Million 0.05% of portfolio	1,986	Q2 2025 New

LCTU Blackrock ETF Tr Us Carbon Tra	$0	$239 Million 0.05% of portfolio	3,290	Q3 2025 Reduced 0.21%
DFAE Dimensional ETF Tr	$0	$231 Million 0.04% of portfolio	7,338	Q3 2025 New
IDU Ishares Tr U S Utils ETF	$0	$231 Million 0.04% of portfolio	2,085	Q3 2025 Added 0.19%
QTEC First Trust Nasdaq 100 Technol	$0	$230 Million 0.04% of portfolio	1,000	Q2 2025 New
IYK Ishares U.S. Consumer Staples	$0	$224 Million 0.04% of portfolio	3,282	Q3 2025 Reduced 2.55%
DFAI Dimensional ETF Tr	$0	$224 Million 0.04% of portfolio	6,172	Q3 2025 Added 6.18%
AGG Ishares Core U.S. Aggregate Bo	$0	$223 Million 0.04% of portfolio	2,227	Q3 2025 New
DLN Wisdomtree Tr U.S Largecap Div	$0	$221 Million 0.04% of portfolio	2,536	Q3 2025 Added 0.12%
CGGO Capital Group Global Growth Eq	$0	$220 Million 0.04% of portfolio	6,443	Q2 2025 New
IGF Ishares Global Infrastructure	$0	$218 Million 0.04% of portfolio	3,560	Q3 2025 New
CWB Spdr Bloomberg Convertible Sec	$0	$205 Million 0.04% of portfolio	2,268	Q3 2025 New

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