Cascade Financial Partners, LLC ETFs

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
PFF Ishares Trust Ishares Pfd And	$0	$529 Million 0.06% of portfolio	16,718	Q3 2025 Reduced 24.37%
JEPI J P Morgan Exchange Traded Fd	$0	$525 Million 0.06% of portfolio	9,191	Q3 2025 Reduced 0.79%
VBR Vanguard Small Cap Value ETF	$0	$510 Million 0.06% of portfolio	2,444	Q3 2025 Reduced 1.61%
PSCH Invesco S&P Smallcap Health Ca	$0	$486 Million 0.06% of portfolio	11,689	Q3 2025 Reduced 18.88%
IJR Ishares Core S&P Sm Cap ETF	$0	$458 Million 0.05% of portfolio	3,852	Q3 2025 Added 0.03%
SGOL Abrdn Gold ETF Trust	$5.65B	$455 Million 0.05% of portfolio	12,370	Q1 2025 Added 20.45%
MORT Vaneck ETF Tr Mtg Reit Income	$0	$442 Million 0.05% of portfolio	41,020	Q1 2025 Added 10.86%
SCHD Schwab Strategic Tr Us Dividen	$0	$410 Million 0.05% of portfolio	15,034	Q2 2025 Reduced 28.68%
EEMS Ishares Msci Emerging Mkts Sma	$0	$394 Million 0.05% of portfolio	5,808	Q2 2025 New

IWS Ishares Russell Midcap Value E	$0	$391 Million 0.04% of portfolio	2,797	Q2 2025 Reduced 0.32%
TIP Ishares Tr Tips Bd ETF	$0	$388 Million 0.04% of portfolio	3,491	Q2 2024 Reduced 5.42%
IWP Ishares Russell Mid Cap Growth	$0	$381 Million 0.04% of portfolio	2,676	Q2 2025 Reduced 0.41%
SHM Spdr Nuveen Bloomberg Short Te	$0	$375 Million 0.04% of portfolio	7,784	Q3 2025 Added 0.91%
DFEM Dimensional ETF Tr Emerging Mk	$0	$337 Million 0.04% of portfolio	10,500	Q2 2025 New
IAGG Ishares Tr Core Intl Aggregate	$0	$325 Million 0.04% of portfolio	6,339	Q1 2025 Added 14.24%
VGT Vanguard Information Technolog	$0	$319 Million 0.04% of portfolio	427	Q3 2025 Reduced 21.94%
REM Ishares Tr Mtg Real Estate ETF	$0	$317 Million 0.04% of portfolio	14,450	Q3 2025 Reduced 17.19%
DGRS Wisdomtree Tr Us Small Cap Qua	$0	$316 Million 0.04% of portfolio	6,330	Q1 2024 New

IJH Ishares Core S&P Mid Cap ETF	$0	$308 Million 0.04% of portfolio	4,718	Q2 2025 Reduced 36.14%
VGK Vanguard Ftse Europe ETF Ftse	$0	$307 Million 0.04% of portfolio	3,850	Q3 2025 Added 0.03%
KRE Spdr S&P Regional Banking ETF	$0	$305 Million 0.03% of portfolio	4,813	Q3 2025 Reduced 14.99%
SCHA Schwab Strategic Tr Us Small C	$0	$299 Million 0.03% of portfolio	10,718	Q3 2025 Added 1.72%
DIM Wisdomtree Tr Intl Midcap Divi	$0	$282 Million 0.03% of portfolio	3,650	Q1 2024 New
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$279 Million 0.03% of portfolio	13,346	Q1 2025 Reduced 6.52%
ONEY Spdr Ser Tr Russell 1000 Core	$0	$271 Million 0.03% of portfolio	2,399	Q2 2025 Reduced 29.92%
SOXX Ishares Semiconductor ETF	$0	$271 Million 0.03% of portfolio	1,000	Q2 2025 New
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$264 Million 0.03% of portfolio	5,211	Q2 2024 Reduced 1.18%
IWO Ishares Russell 2000 Gwt ETF	$0	$262 Million 0.03% of portfolio	818	Q1 2025 Added 0.62%
BIZD Vaneck Vectors ETF Tr Bdc Inco	$0	$256 Million 0.03% of portfolio	17,126	Q2 2025 Added 0.11%
JETS ETF Ser Solutions U S Global J	$0	$243 Million 0.03% of portfolio	9,868	Q1 2025 Reduced 4.82%
FINX Global X Fds Fintech ETF (De)	$0	$235 Million 0.03% of portfolio	7,000	Q2 2025 New
PZT Invesco ETF Tr Ii N Y Amt Fre	$0	$229 Million 0.03% of portfolio	10,312	Q1 2024 New
IETC Ishares U S ETF Tr	$0	$229 Million 0.03% of portfolio	2,250	Q2 2025 New
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$224 Million 0.03% of portfolio	3,886	Q1 2025 Added 6.73%
SPYV Spdr Portfolio S&P 500 Value E	$0	$221 Million 0.03% of portfolio	4,000	Q2 2025 Reduced 23.49%
EMXC Ishares Inc Msci Emerging Mkts	$0	$221 Million 0.03% of portfolio	3,270	Q2 2025 New
HDV Ishares Core High Dividend ETF	$0	$218 Million 0.02% of portfolio	1,780	Q1 2025 Reduced 21.93%
SKYY First Trust Cloud Computing Et	$0	$214 Million 0.02% of portfolio	1,594	Q3 2025 New

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