Decision Point Financial, LLC ETFs

Decision Point Financial, LLC

$326 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLY Select Sector Spdr Consumer Di	$0	$22,000 0.01% of portfolio	101	Q1 2023 Reduced 30.82%
DFSD Dimensional ETF Tr Short Durat	$0	$22,000 0.01% of portfolio	486	Q2 2024 Reduced 69.57%
MTUM Ishares Msci Usa Momentum Fact	$0	$21,000 0.01% of portfolio	102	Q2 2024 New
VFH Vanguard Financial ETF	$0	$19,000 0.01% of portfolio	169	Q1 2023 Reduced 35.0%
TLT Ishares Barclays 20+ Year Trea	$0	$18,000 0.01% of portfolio	213	Q4 2024 New
IVE Ishares S&P 500 Value ETF	$0	$15,000 0.0% of portfolio	81	Q4 2023 New
SPY Spdr S&P 500 ETF Trust	$0	$14,000 0.0% of portfolio	24	Q4 2023 New
FREL Fidelity Covington Tr Msci Rea	$0	$13,000 0.0% of portfolio	516	Q4 2022 New
DXJ Wisdomtree Trust Japan Hedged	$0	$13,000 0.0% of portfolio	126	Q3 2023 New
OEF Ishares S&P 100 ETF	$0	$13,000 0.0% of portfolio	51	Q3 2024 Added 325.0%
SCHA Schwab Strategic Tr Us Small C	$0	$12,000 0.0% of portfolio	480	Q4 2024 Added 100.0%
DFSV Dimensional ETF Tr Dimensional	$0	$12,000 0.0% of portfolio	410	Q4 2023 New
FEZ Spdr Euro Stoxx 50 ETF	$0	$11,000 0.0% of portfolio	237	Q3 2023 New
QQQ Invesco Qqq Trust, Series 1	$0	$10,000 0.0% of portfolio	21	Q4 2024 Added 90.91%
VUG Vanguard Growth ETF	$0	$9,000 0.0% of portfolio	23	Q2 2023 New
IEFA Ishares Tr	$0	$8,000 0.0% of portfolio	128	Q1 2024 Added 68.42%
FIDU Fidelity Covington Tr Msci Ind	$0	$7,000 0.0% of portfolio	108	Q4 2022 New
XLV Select Sector Spdr Fund Health	$0	$7,000 0.0% of portfolio	51	Q1 2023 Reduced 53.64%
IEMG Ishares Inc	$0	$7,000 0.0% of portfolio	133	Q4 2024 Reduced 28.88%
VBR Vanguard Small Cap Value ETF	$0	$6,000 0.0% of portfolio	34	Q4 2024 Reduced 48.48%
VTV Vanguard Value ETF	$0	$6,000 0.0% of portfolio	36	Q2 2024 Reduced 21.74%
XLK Technology Sector Spdr	$0	$5,000 0.0% of portfolio	25	Q4 2022 New
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$4,000 0.0% of portfolio	308	Q4 2023 Added 2,269.23%
URA Global X Uranium ETF	$0	$2,000 0.0% of portfolio	100	Q1 2024 New
VBK Vanguard Small Cap Growth ETF	$0	$2,000 0.0% of portfolio	10	Q2 2023 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$1,000 0.0% of portfolio	26	Q2 2023 New
XLP Consumer Staples Sector Spdr	$0	$1,000 0.0% of portfolio	17	Q2 2024 Reduced 15.0%
SCHX Schwab Strategic Tr Us Large C	$0	$0 0.0% of portfolio	41	Q4 2024 Added 192.86%
AVUV American Centy ETF Tr Avantis	$0	$0 0.0% of portfolio	3	Q4 2024 New
XLB Select Sector Spdr Fd Material	$0	$0 0.0% of portfolio	5	Q4 2022 New

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