Finley Financial, LLC ETFs

Finley Financial, LLC

$218 Billion
Q4 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
EWJ Ishares Msci Japan ETF	$0	$314 Million 0.14% of portfolio	3,890	Q4 2025 Added 39.43%
XLV Select Sector Spdr Fund Health	$0	$313 Million 0.14% of portfolio	2,020	Q4 2025 Reduced 24.49%
EMB Ishares Tr	$0	$312 Million 0.14% of portfolio	3,240	Q3 2025 Added 4.52%
USRT Ishares Core U.S. Reit ETF	$0	$272 Million 0.12% of portfolio	4,780	Q4 2024 New
SHY Ishares Barclays 1 3 Year Trea	$0	$260 Million 0.12% of portfolio	3,145	Q1 2025 Reduced 27.62%
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$254 Million 0.12% of portfolio	10,850	Q4 2024 New
ESML Ishares Esg Aware Msci Usa Sma	$0	$230 Million 0.11% of portfolio	5,000	Q4 2024 New
EWU Ishs Msci Utd Kingdom ETF	$0	$222 Million 0.1% of portfolio	5,040	Q1 2025 Reduced 18.78%
LQD Ishares Iboxx $ Investment Gra	$0	$209 Million 0.1% of portfolio	1,900	Q4 2024 New

IUSG Ishares Core S&P U.S Growth Et	$0	$198 Million 0.09% of portfolio	1,180	Q4 2024 New
KBWB Invesco ETF Tr Ii Kbw Bank ETF	$0	$190 Million 0.09% of portfolio	2,250	Q4 2024 New
ESGD Ishares Trust Ishares Esg Awar	$0	$174 Million 0.08% of portfolio	1,830	Q4 2024 New
IAT Ishares Tr	$0	$165 Million 0.08% of portfolio	3,000	Q4 2024 New
SUSB Ishares Tr Ishares Esg Aware 1	$0	$155 Million 0.07% of portfolio	6,150	Q4 2024 New
INDA Ishares Msci India Index Fund	$0	$141 Million 0.06% of portfolio	2,600	Q3 2025 Added 85.71%
IUSB Ishares Core Total Usd Bond Ma	$0	$126 Million 0.06% of portfolio	2,700	Q4 2024 New
XLY Select Sector Spdr Consumer Di	$0	$124 Million 0.06% of portfolio	1,040	Q4 2025 Added 100.0%
XLI Industrial Sector Spdr	$0	$123 Million 0.06% of portfolio	790	Q1 2025 Reduced 76.63%

AIA Ishares S&P Asia 50 ETF	$0	$114 Million 0.05% of portfolio	1,170	Q1 2025 Added 34.48%
IBB Ishares Biotechnology ETF	$0	$114 Million 0.05% of portfolio	675	Q4 2024 New
EWT Ishares Inc Msci Taiwan ETF	$0	$111 Million 0.05% of portfolio	1,745	Q4 2024 New
ESGE Ishares, Inc. Ishares Esg Awar	$0	$107 Million 0.05% of portfolio	2,420	Q4 2024 New
DVY Ishares Tr	$0	$103 Million 0.05% of portfolio	730	Q4 2024 New
EWZ Ishares Inc Msci Brazil ETF	$0	$102 Million 0.05% of portfolio	3,220	Q4 2024 New
IEF Ishares Barclays	$0	$101 Million 0.05% of portfolio	1,050	Q4 2024 New
TLT Ishares Barclays 20+ Year Trea	$0	$90.6 Million 0.04% of portfolio	1,040	Q4 2024 New
XLP Consumer Staples Sector Spdr	$0	$73.4 Million 0.03% of portfolio	945	Q1 2025 Reduced 74.15%
IEUR Ishares Tr Ishares Core Msci E	$0	$71.7 Million 0.03% of portfolio	1,010	Q3 2025 Added 0.5%
IUSV Ishares Core S&P U.S. Value Et	$0	$65.6 Million 0.03% of portfolio	640	Q4 2024 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$50.2 Million 0.02% of portfolio	1,668	Q4 2024 New
XT Ishares Tr Exponential Technol	$0	$34.9 Million 0.02% of portfolio	500	Q4 2024 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$23.3 Million 0.01% of portfolio	300	Q4 2025 New
SMIN Ishares Msci India Small Cap I	$0	$21 Million 0.01% of portfolio	300	Q4 2025 New

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