Boston Financial Mangement LLC ETFs

Boston Financial Mangement LLC

$3.18 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VOO Vanguard Index Fds S&P 500 ETF	$0	$717,000 0.02% of portfolio	1,332	Q4 2024 Reduced 29.22%
VO Vanguard Mid Cap ETF	$0	$636,000 0.02% of portfolio	2,408	Q4 2024 Reduced 1.63%
VV Vanguard Large Cap ETF	$0	$618,000 0.02% of portfolio	2,292	Q4 2023 Reduced 16.41%
SCHB Schwab Strategic Tr Us Broad M	$0	$617,000 0.02% of portfolio	27,223	Q4 2024 Added 270.63%
VXF Vanguard Extended Market ETF	$0	$498,000 0.02% of portfolio	2,624	Q4 2024 Added 10.86%
DFAC Dimensional ETF Tr U S Core Eq	$0	$496,000 0.02% of portfolio	14,342	Q2 2024 New
EFG Msci Eafe Growth ETF	$0	$482,000 0.02% of portfolio	4,981	Q3 2024 Reduced 0.02%
IQSI Indexiq ETF Tr Iq Candriam Esg	$0	$476,000 0.01% of portfolio	16,717	Q4 2024 Reduced 4.02%
IJT Ishares S&P Small Cap 600 Grow	$0	$473,000 0.01% of portfolio	3,496	Q1 2024 Reduced 3.05%
SHE Spdr Ser Tr Ssga Gender Divers	$0	$464,000 0.01% of portfolio	4,008	Q4 2024 Reduced 1.6%
SPMD Spdr Portfolio	$0	$464,000 0.01% of portfolio	8,494	Q4 2024 Reduced 2.64%
AGG Ishares Core U.S. Aggregate Bo	$0	$399,000 0.01% of portfolio	4,121	Q4 2024 Reduced 16.76%
EVX Vaneck ETF Tr Environmental Se	$0	$393,000 0.01% of portfolio	2,304	Q4 2024 Reduced 4.75%
VGT Vanguard Information Technolog	$0	$384,000 0.01% of portfolio	619	Q4 2024 Reduced 17.9%
EBLU Ecofin Global Water Esg Fund	$0	$384,000 0.01% of portfolio	7,986	Q4 2024 Reduced 1.6%
IVE Ishares S&P 500 Value ETF	$0	$375,000 0.01% of portfolio	1,969	Q3 2023 Reduced 9.22%
SDY Spdr Series Tr Spdr S&P Divide	$0	$371,000 0.01% of portfolio	2,809	Q2 2023 Reduced 28.52%
IJK Ishares S&P Midcap 400 Growth	$0	$353,000 0.01% of portfolio	3,892	Q2 2024 Reduced 0.18%
ACWX Ishares Msci Acwi Ex Us ETF	$0	$349,000 0.01% of portfolio	6,704	Q2 2024 Added 14.52%
GSEW Goldman Sachs Tr Eql Weight Us	$0	$346,000 0.01% of portfolio	4,487	Q1 2024 Reduced 14.78%
IEF Ishares Barclays	$0	$346,000 0.01% of portfolio	3,750	Q4 2024 Reduced 66.31%
VT Vanguard Total World Stk Index	$0	$293,000 0.01% of portfolio	2,502	Q4 2024 Added 0.32%
EFV Msci Eafe Value ETF	$0	$289,000 0.01% of portfolio	5,518	Q3 2024 Reduced 0.09%
VNQ Vanguard Specialized Funds Van	$0	$288,000 0.01% of portfolio	3,244	Q4 2024 New
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$283,000 0.01% of portfolio	12,476	Q4 2024 Added 6.66%
SPHB Invesco ETF Tr Ii S&P 500 High	$0	$273,000 0.01% of portfolio	3,085	Q4 2024 New
SOXX Ishares Semiconductor ETF	$0	$270,000 0.01% of portfolio	1,256	Q4 2024 Added 0.8%
QYLD Global X Fdsnasdaq 100 Covered	$0	$262,000 0.01% of portfolio	14,413	Q4 2024 Added 20.6%
BSV Vanguard Bd Index Fd Inc Short	$0	$237,000 0.01% of portfolio	3,076	Q3 2024 Reduced 0.03%
VGK Vanguard Ftse Europe ETF Ftse	$0	$234,000 0.01% of portfolio	3,690	Q4 2024 New
XLF Financial Sector Spdr	$0	$221,000 0.01% of portfolio	4,590	Q4 2024 Added 2.46%
IJJ Ishares S&P Midcap 400 Value E	$0	$208,000 0.01% of portfolio	1,670	Q4 2024 Reduced 14.27%

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