Goldstone Financial Group, LLC ETFs

Goldstone Financial Group, LLC

$575 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VOO Vanguard Index Fds S&P 500 ETF	$0	$65.9 Billion 11.47% of portfolio	124,926	Q3 2024 New
QQQ Invesco Qqq Trust, Series 1	$0	$26.7 Billion 4.65% of portfolio	54,774	Q3 2024 New
BUFR First Tr Ex Td Viii Ft Cboe Ve	$0	$26.6 Billion 4.63% of portfolio	890,806	Q3 2024 New
JQUA J P Morgan ETF Tr U S Quality	$0	$23.3 Billion 4.05% of portfolio	411,001	Q3 2024 New
VTV Vanguard Value ETF	$0	$17.7 Billion 3.07% of portfolio	101,234	Q3 2024 New
IVV Ishares Core S&P 500 ETF	$0	$13.6 Billion 2.37% of portfolio	23,655	Q3 2024 New
SPLB Spdr Portfolio Long Term Corpo	$0	$13.2 Billion 2.3% of portfolio	547,039	Q3 2024 New
IGIB Ishares Trust Ishares 5 10 Yea	$0	$12.3 Billion 2.14% of portfolio	228,750	Q3 2024 New
FBND Fidelity Merrimack Str Tr Tota	$0	$12.1 Billion 2.11% of portfolio	259,279	Q3 2024 New
IUSG Ishares Core S&P U.S Growth Et	$0	$12.1 Billion 2.1% of portfolio	91,570	Q3 2024 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$12 Billion 2.08% of portfolio	152,524	Q3 2024 New
SPYG Spdr Portfolio	$0	$11.4 Billion 1.99% of portfolio	137,566	Q3 2024 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$11.4 Billion 1.98% of portfolio	143,015	Q3 2024 New
FNDA Schwab Fundamental U S Small C	$0	$11.1 Billion 1.93% of portfolio	186,161	Q3 2024 New
VRIG Invesco Actively Managed ETF F	$0	$10 Billion 1.74% of portfolio	399,262	Q3 2024 New
MOAT Vaneck Morningstar Wide Moat E	$0	$9.78 Billion 1.7% of portfolio	100,927	Q3 2024 New
VEA Vanguard Ftse Developed Market	$0	$9.44 Billion 1.64% of portfolio	178,755	Q3 2024 New
SRLN Ssga Active Trust	$0	$9.37 Billion 1.63% of portfolio	224,293	Q3 2024 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$8.67 Billion 1.51% of portfolio	164,054	Q3 2024 New
IWM Ishares Russell 2000 ETF	$0	$8.56 Billion 1.49% of portfolio	38,771	Q3 2024 New
VO Vanguard Mid Cap ETF	$0	$8.38 Billion 1.46% of portfolio	31,778	Q3 2024 New
DON Wisdomtree Tr U.S. Midcap Divi	$0	$7.61 Billion 1.32% of portfolio	148,801	Q3 2024 New
IWR Ishares Russell Mid Cap ETF	$0	$7.18 Billion 1.25% of portfolio	81,515	Q3 2024 New
VIGI Vanguard Whitehall Fds Intl Di	$0	$7 Billion 1.22% of portfolio	79,302	Q3 2024 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$6.91 Billion 1.2% of portfolio	136,129	Q3 2024 New
JAGG Jpmorgan Tr Us Aggregate Bond	$0	$6.55 Billion 1.14% of portfolio	138,325	Q3 2024 New
VYM Vanguard Whitehall Fds (Vangua	$0	$6.31 Billion 1.1% of portfolio	49,194	Q3 2024 New
NOBL Proshares S&P 500 Dividend Ari	$0	$5.87 Billion 1.02% of portfolio	55,005	Q3 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$5.46 Billion 0.95% of portfolio	64,599	Q3 2024 New
UCON First Tr ETF Viii Tcw Unconstr	$0	$5.39 Billion 0.94% of portfolio	214,586	Q3 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$5.22 Billion 0.91% of portfolio	44,607	Q3 2024 New
VPU Vanguard Utilities ETF	$0	$4.85 Billion 0.84% of portfolio	27,880	Q3 2024 New
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$4.77 Billion 0.83% of portfolio	54,394	Q3 2024 New
SPY Spdr S&P 500 ETF Trust	$0	$4.29 Billion 0.75% of portfolio	7,484	Q3 2024 New
JEPI J P Morgan Exchange Traded Fd	$0	$3.81 Billion 0.66% of portfolio	64,050	Q3 2024 New
USFR Wisdomtree Floating Rate Treas	$0	$3.5 Billion 0.61% of portfolio	69,716	Q3 2024 New
SLYG Spdr S&P 600 Small Cap Growth	$0	$3.35 Billion 0.58% of portfolio	35,997	Q3 2024 New
SPTS Spdr Portfolio Short Term Trea	$0	$3.07 Billion 0.53% of portfolio	104,437	Q3 2024 New
WFHY Wisdomtree U.S. High Yield Cor	$0	$3.04 Billion 0.53% of portfolio	65,856	Q3 2024 New
RDVY First Trust Rising Dividend Ac	$0	$2.85 Billion 0.5% of portfolio	48,137	Q3 2024 New
IEI Ishares Barclays 3 7 Yr Treas	$0	$2.76 Billion 0.48% of portfolio	23,070	Q3 2024 New
ISTB Ihares Core 1 5 Years Usd Bond	$0	$2.73 Billion 0.47% of portfolio	56,035	Q3 2024 New
DGRO Ishares Core Dividend Growth E	$0	$2.67 Billion 0.46% of portfolio	42,627	Q3 2024 New
SHYG Ishares 0 5 Year High Yield CO	$0	$2.61 Billion 0.45% of portfolio	60,209	Q3 2024 New
AVUV American Centy ETF Tr Avantis	$0	$2.47 Billion 0.43% of portfolio	25,698	Q3 2024 New
HDV Ishares Core High Dividend ETF	$0	$2.35 Billion 0.41% of portfolio	19,953	Q3 2024 New
NUSI ETF Ser Sol Nationwide Nasdaq	$0	$2.35 Billion 0.41% of portfolio	91,858	Q3 2024 New
ILTB Ishares Core 10+ Year Usd Bond	$0	$2.13 Billion 0.37% of portfolio	39,962	Q3 2024 New
AGGY Wisdomtree Yield Enhanced U.S.	$0	$1.96 Billion 0.34% of portfolio	43,890	Q3 2024 New
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$1.9 Billion 0.33% of portfolio	34,508	Q3 2024 New

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