Financial Life Planners ETFs

Financial Life Planners

$149 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
NANR Spdr Index Shs Fds S&P North A	$0	$55.2 Million 0.04% of portfolio	854	Q3 2025 New
HYG Ishares Tr	$0	$54.1 Million 0.04% of portfolio	666	Q3 2025 New
IAU Ishares Gold Trust	$65.3B	$49.1 Million 0.03% of portfolio	675	Q3 2025 New
XHB Spdr Series Tr Spdr S&P Homebu	$0	$48.2 Million 0.03% of portfolio	435	Q3 2025 New
IXUS Ishares Tr	$0	$46.9 Million 0.03% of portfolio	568	Q3 2025 New
XLV Select Sector Spdr Fund Health	$0	$45 Million 0.03% of portfolio	323	Q3 2025 New
RPG Invesco Exchange Traded Fd Tr	$0	$44.8 Million 0.03% of portfolio	938	Q3 2025 New
IVOO Vanguard S&P Mid Cap 400 ETF	$0	$44.2 Million 0.03% of portfolio	400	Q3 2025 New
UFEB Innovator U.S. Equity Ultra Bu	$0	$39.2 Million 0.03% of portfolio	1,096	Q3 2025 New

LQD Ishares Iboxx $ Investment Gra	$0	$38.6 Million 0.03% of portfolio	346	Q3 2025 New
DSI Ishares Msci Kld 400 Social Et	$0	$37.6 Million 0.03% of portfolio	299	Q3 2025 New
MGV Vanguard Mega Cap Value	$0	$37.4 Million 0.03% of portfolio	272	Q3 2025 New
QQQJ Invesco Exchange Traded Fd Tr	$0	$35.3 Million 0.02% of portfolio	986	Q3 2025 New
EWC Ishares Msci Canada ETF	$0	$34.9 Million 0.02% of portfolio	690	Q3 2025 New
ITOT Ishares Core S&P Total U.S. St	$0	$29.8 Million 0.02% of portfolio	204	Q3 2025 New
QUAL Ishares Msci Usa Quality Facto	$0	$27.9 Million 0.02% of portfolio	144	Q3 2025 New
SCHB Schwab Strategic Tr Us Broad M	$0	$27.3 Million 0.02% of portfolio	1,061	Q3 2025 New
IUSG Ishares Core S&P U.S Growth Et	$0	$27.2 Million 0.02% of portfolio	165	Q3 2025 New

IYF Ishares Tr	$0	$27.1 Million 0.02% of portfolio	214	Q3 2025 New
XLC Select Sector Spdr Tr Communic	$0	$26.8 Million 0.02% of portfolio	226	Q3 2025 New
SPYG Spdr Portfolio	$0	$25.7 Million 0.02% of portfolio	246	Q3 2025 New
MCHI Ishares Msci China ETF	$0	$25.6 Million 0.02% of portfolio	388	Q3 2025 New
FTEC Fidelity Covington Tr Msci Inf	$0	$25.3 Million 0.02% of portfolio	114	Q3 2025 New
SUSA Ishares Tr Msci Usa Esg Select	$0	$25.1 Million 0.02% of portfolio	185	Q3 2025 New
XSW Spdr S&P Software & Services E	$0	$24.8 Million 0.02% of portfolio	125	Q3 2025 New
IYK Ishares U.S. Consumer Staples	$0	$24.5 Million 0.02% of portfolio	358	Q3 2025 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$24.3 Million 0.02% of portfolio	304	Q3 2025 New
IJR Ishares Core S&P Sm Cap ETF	$0	$22.7 Million 0.02% of portfolio	191	Q3 2025 New
RWK Invesco Exchange Traded Fd Tr	$0	$22.1 Million 0.01% of portfolio	176	Q3 2025 New
GBTC Grayscale Bitcoin Trust (Btc)	$51.1B	$21.9 Million 0.01% of portfolio	244	Q3 2025 New
VOT Vanguard Mid Cap Growth Index	$0	$19.5 Million 0.01% of portfolio	66	Q3 2025 New
BLOK Amplify ETF Tr Trnsformational	$0	$17.2 Million 0.01% of portfolio	256	Q3 2025 New
ITA Ishares Tr	$0	$16.3 Million 0.01% of portfolio	78	Q3 2025 New
EWP Ishares Inc Msci Spain ETF	$0	$16.3 Million 0.01% of portfolio	329	Q3 2025 New
EWT Ishares Inc Msci Taiwan ETF	$0	$16.2 Million 0.01% of portfolio	254	Q3 2025 New
MTUM Ishares Msci Usa Momentum Fact	$0	$15.9 Million 0.01% of portfolio	62	Q3 2025 New
BITO Proshares Tr Bitcoin Strategy	$0	$13 Million 0.01% of portfolio	660	Q3 2025 New
IWN Ishares Russell2000 Val ETF	$0	$11.7 Million 0.01% of portfolio	66	Q3 2025 New
AOA Ishares Tr Core Aggressive All	$0	$11.6 Million 0.01% of portfolio	131	Q3 2025 New
CRBN Ishares Tr Msci Acwi Low Carbo	$0	$11.3 Million 0.01% of portfolio	50	Q3 2025 New
VEA Vanguard Ftse Developed Market	$0	$10.2 Million 0.01% of portfolio	171	Q3 2025 New
SOXX Ishares Semiconductor ETF	$0	$9.87 Million 0.01% of portfolio	36	Q3 2025 New
BND Vanguard Bd Index Fd Inc Total	$0	$9.82 Million 0.01% of portfolio	132	Q3 2025 New
VBK Vanguard Small Cap Growth ETF	$0	$9.58 Million 0.01% of portfolio	32	Q3 2025 New
VTWO Vanguard Russell 2000 ETF	$0	$8.62 Million 0.01% of portfolio	88	Q3 2025 New
IWV Ishares Russell 3000 ETF	$0	$8.48 Million 0.01% of portfolio	22	Q3 2025 New
SCHG Schwab Strategic Tr Us Large C	$0	$7.99 Million 0.01% of portfolio	250	Q3 2025 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$7.78 Million 0.01% of portfolio	153	Q3 2025 New
VB Vanguard Small Cap ETF	$0	$6.14 Million 0.0% of portfolio	24	Q3 2025 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$6.1 Million 0.0% of portfolio	76	Q3 2025 New

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