Nfp Retirement, Inc. ETFs

Nfp Retirement, Inc.

$2.18 Trillion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DFAS Dimensional ETF Tr U S Small C	$0	$485 Million 0.02% of portfolio	7,618	Q3 2025 Added 0.54%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$428 Million 0.02% of portfolio	4,667	Q3 2025 Reduced 21.63%
ITM Vaneck Intermediate Muni ETF	$0	$409 Million 0.02% of portfolio	8,994	Q3 2025 Reduced 0.48%
IWR Ishares Russell Mid Cap ETF	$0	$391 Million 0.02% of portfolio	4,248	Q3 2025 Added 3.16%
XLF Financial Sector Spdr	$0	$370 Million 0.02% of portfolio	7,058	Q3 2025 New
VAW Vanguard Materials ETF	$0	$361 Million 0.02% of portfolio	1,854	Q3 2025 Added 6.12%
KAPR Innovator U.S. Small Cap Power	$0	$358 Million 0.02% of portfolio	11,049	Q3 2024 Added 0.73%
FNOV First Tr ETF Viii Ft Cboe Vest	$0	$355 Million 0.02% of portfolio	7,084	Q4 2024 Added 24.19%
AVUV American Centy ETF Tr Avantis	$0	$348 Million 0.02% of portfolio	3,819	Q3 2025 Added 19.87%

SUB Ishares Short Term National Mu	$0	$320 Million 0.01% of portfolio	3,005	Q3 2025 New
VOT Vanguard Mid Cap Growth Index	$0	$306 Million 0.01% of portfolio	1,077	Q3 2025 Added 2.77%
IUSB Ishares Core Total Usd Bond Ma	$0	$285 Million 0.01% of portfolio	6,158	Q3 2025 Reduced 24.28%
PY Principal Exchange Traded Fund	$0	$282 Million 0.01% of portfolio	5,684	Q3 2025 Added 6.04%
TQQQ Proshares Ultrapro Qqq	$0	$282 Million 0.01% of portfolio	3,393	Q3 2025 Reduced 58.68%
CMF Ishares California Muni Bond E	$0	$272 Million 0.01% of portfolio	4,875	Q3 2025 Added 0.76%
IWP Ishares Russell Mid Cap Growth	$0	$262 Million 0.01% of portfolio	1,890	Q4 2024 Reduced 1.66%
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$257 Million 0.01% of portfolio	10,782	Q3 2025 Added 1.63%
VOOG Vanguard S&P 500 Growth ETF	$0	$254 Million 0.01% of portfolio	640	Q3 2025 Added 0.16%

BIV Vanguard Bd Index Fd Inc Inter	$0	$253 Million 0.01% of portfolio	3,266	Q3 2025 Added 0.93%
DFEM Dimensional ETF Tr Emerging Mk	$0	$249 Million 0.01% of portfolio	7,769	Q3 2025 New
IWM Ishares Russell 2000 ETF	$0	$241 Million 0.01% of portfolio	1,118	Q3 2025 Reduced 8.21%
USRT Ishares Core U.S. Reit ETF	$0	$241 Million 0.01% of portfolio	4,260	Q3 2025 New
IWS Ishares Russell Midcap Value E	$0	$224 Million 0.01% of portfolio	1,695	Q3 2025 Reduced 0.82%
DWX Spdr Index Shs Fds S&P Intl Di	$0	$215 Million 0.01% of portfolio	5,105	Q3 2025 New
IWO Ishares Russell 2000 Gwt ETF	$0	$210 Million 0.01% of portfolio	736	Q3 2025 New

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