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
QQEW First Tr Nasdaq 100 Equal Weig	$0	$5.67 Million 0.0% of portfolio	40	Q3 2025 New
CWB Spdr Bloomberg Convertible Sec	$0	$5.59 Million 0.0% of portfolio	62	Q3 2025 New
MSOS Advisorshares Tr Pure Us Canna	$0	$5.46 Million 0.0% of portfolio	1,140	Q3 2025 New
IYG Ishares Tr	$0	$5.42 Million 0.0% of portfolio	60	Q3 2025 New
VGT Vanguard Information Technolog	$0	$5.29 Million 0.0% of portfolio	7	Q3 2025 New
IUSV Ishares Core S&P U.S. Value Et	$0	$4.5 Million 0.0% of portfolio	45	Q3 2025 New
USMV Ishares Msci Usa Min Vol Facto	$0	$4.11 Million 0.0% of portfolio	43	Q3 2025 New
IDU Ishares Tr U S Utils ETF	$0	$3.55 Million 0.0% of portfolio	32	Q3 2025 New
GBIL Goldman Sachs Access Treasury	$0	$3.35 Million 0.0% of portfolio	33	Q3 2025 New

MUB Ishares National Muni Bond ETF	$0	$2.09 Million 0.0% of portfolio	20	Q3 2025 New
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$1.98 Million 0.0% of portfolio	40	Q3 2025 New
RDIV Invesco Exchange Traded Fd Tr	$0	$1.8 Million 0.0% of portfolio	35	Q3 2025 New
BOTZ Global X Fds	$0	$1.74 Million 0.0% of portfolio	49	Q3 2025 New
IDRV Ishares Tr Self Driving Ev & T	$0	$1.48 Million 0.0% of portfolio	40	Q3 2025 New
EMB Ishares Tr	$0	$1.21 Million 0.0% of portfolio	13	Q3 2025 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$1.2 Million 0.0% of portfolio	10	Q3 2025 New
DGS Wisdomtree Emerging Markets Sm	$0	$1.18 Million 0.0% of portfolio	21	Q3 2025 New
ESGE Ishares, Inc. Ishares Esg Awar	$0	$1.16 Million 0.0% of portfolio	27	Q3 2025 New

ESGU Ishares Trust Ishares Esg Awar	$0	$887,000 0.0% of portfolio	6	Q3 2025 New
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$739,000 0.0% of portfolio	31	Q3 2025 New
BNDX Vanguard Total International B	$0	$620,000 0.0% of portfolio	13	Q3 2025 New
QQQM Invesco Exchange Traded Fd Tr	$0	$495,000 0.0% of portfolio	2	Q3 2025 New
IAGG Ishares Tr Core Intl Aggregate	$0	$481,000 0.0% of portfolio	9	Q3 2025 New
STIP Ishares Barclays 0 5 Year Tips	$0	$428,000 0.0% of portfolio	4	Q3 2025 New
NACP Impact Shs Fds I Tr Naacp Mino	$0	$345,000 0.0% of portfolio	7	Q3 2025 New
ARKQ Ark Autonomous Technology & Ro	$0	$341,000 0.0% of portfolio	3	Q3 2025 New
VOTE Engine No 1 ETF Tr	$0	$319,000 0.0% of portfolio	4	Q3 2025 New
SHE Spdr Ser Tr Ssga Gender Divers	$0	$259,000 0.0% of portfolio	2	Q3 2025 New
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$209,000 0.0% of portfolio	4	Q3 2025 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$177,000 0.0% of portfolio	2	Q3 2025 New
ESML Ishares Esg Aware Msci Usa Sma	$0	$138,000 0.0% of portfolio	3	Q3 2025 New
ESGD Ishares Trust Ishares Esg Awar	$0	$96,000 0.0% of portfolio	1	Q3 2025 New
XLI Industrial Sector Spdr	$0	$72,000 0.0% of portfolio	0	Q3 2025 New
EAGG Ishares Esg Aware U.S. Aggrega	$0	$50,000 0.0% of portfolio	1	Q3 2025 New
XLB Select Sector Spdr Fd Material	$0	$48,000 0.0% of portfolio	1	Q3 2025 New
IYJ Ishares Tr	$0	$37,000 0.0% of portfolio	0	Q3 2025 New
PFIG Invesco ETF Tr Ii Fundamental	$0	$7,000 0.0% of portfolio	0	Q3 2025 New

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