Fort Point Capital Partners LLC ETFs

Fort Point Capital Partners LLC

$874 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWF Ishares Russell 1000 Gr ETF	$0	$446,000 0.05% of portfolio	1,112	Q4 2024 Added 41.3%
JEPI J P Morgan Exchange Traded Fd	$0	$393,000 0.04% of portfolio	6,844	Q4 2024 Added 14.79%
DFUS Dimensional ETF Tr U S Equity	$0	$388,000 0.04% of portfolio	6,086	Q4 2024 New
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$381,000 0.04% of portfolio	4,751	Q4 2024 Added 0.44%
AVEM American Centy ETF Tr Avantis	$0	$376,000 0.04% of portfolio	6,403	Q4 2024 Added 2.19%
IVW Ishares S&P 500 Growth ETF	$0	$368,000 0.04% of portfolio	3,628	Q3 2024 Reduced 14.19%
XLSR Ssga Active Tr Spdr Ssga Us Se	$0	$355,000 0.04% of portfolio	6,655	Q2 2024 Added 4.89%
CMF Ishares California Muni Bond E	$0	$351,000 0.04% of portfolio	6,136	Q3 2024 New
ESGU Ishares Trust Ishares Esg Awar	$0	$351,000 0.04% of portfolio	2,732	Q1 2024 Reduced 2.32%
HYMB Spdr Nuveen Bloomberg High Yie	$0	$350,000 0.04% of portfolio	13,688	Q2 2023 Added 22.26%
XLF Financial Sector Spdr	$0	$347,000 0.04% of portfolio	7,196	Q4 2024 Added 29.89%
BND Vanguard Bd Index Fd Inc Total	$0	$341,000 0.04% of portfolio	4,744	Q4 2024 Added 17.51%
IWN Ishares Russell2000 Val ETF	$0	$329,000 0.04% of portfolio	2,007	Q4 2024 Reduced 7.21%
GUNR Flexshares Tr Morningstar Glob	$0	$310,000 0.04% of portfolio	8,543	Q4 2024 Reduced 0.45%
VGT Vanguard Information Technolog	$0	$309,000 0.04% of portfolio	497	Q3 2024 Reduced 1.58%
VPN Global X Fds Data Ctr Reits &	$0	$280,000 0.03% of portfolio	17,625	Q2 2024 Added 12.8%
VIG Vanguard Dividend Appreciation	$0	$273,000 0.03% of portfolio	1,500	Q4 2024 Reduced 27.01%
VCR Vanguard Consumer Discretionar	$0	$262,000 0.03% of portfolio	698	Q4 2024 Reduced 0.43%
VUG Vanguard Growth ETF	$0	$249,000 0.03% of portfolio	609	Q3 2024 New
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$246,000 0.03% of portfolio	3,518	Q4 2024 Added 0.03%
IWY Ishares Tr Russell 200 Growth	$0	$235,000 0.03% of portfolio	999	Q2 2024 New
FID First Tr Exchange Trded Fd Vi	$0	$229,000 0.03% of portfolio	14,120	Q4 2024 Reduced 63.2%
XLI Industrial Sector Spdr	$0	$219,000 0.03% of portfolio	1,664	Q4 2024 Added 0.06%
IXC Ishares Tr Global Energy ETF	$0	$212,000 0.02% of portfolio	5,575	Q4 2024 Reduced 3.28%
UWM Proshares Ultra Russell 2000	$0	$202,000 0.02% of portfolio	4,835	Q4 2024 Reduced 0.58%
XLP Consumer Staples Sector Spdr	$0	$201,000 0.02% of portfolio	2,644	Q4 2024 New
IGV Ishares Expanded Tech Software	$0	$75,000 0.01% of portfolio	758	Q4 2024 New

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