Michels Family Financial, LLC ETFs

Michels Family Financial, LLC

$109 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPY Spdr S&P 500 ETF Trust	$0	$6.28 Billion 5.74% of portfolio	10,707	Q4 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$6.04 Billion 5.53% of portfolio	220,974	Q4 2024 New
IVV Ishares Core S&P 500 ETF	$0	$3.88 Billion 3.56% of portfolio	6,599	Q4 2024 New
VONG Vanguard Russell 1000 Growth E	$0	$2.83 Billion 2.59% of portfolio	27,353	Q4 2024 New
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$2.66 Billion 2.44% of portfolio	113,461	Q4 2024 New
AGG Ishares Core U.S. Aggregate Bo	$0	$2.63 Billion 2.41% of portfolio	27,147	Q4 2024 New
ICSH Blackrock Ultra Short Term Bon	$0	$2.52 Billion 2.31% of portfolio	49,961	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$2.52 Billion 2.3% of portfolio	35,006	Q4 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$2.27 Billion 2.08% of portfolio	4,212	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1	$0	$2.18 Billion 1.99% of portfolio	4,256	Q4 2024 New
SCHG Schwab Strategic Tr Us Large C	$0	$1.88 Billion 1.72% of portfolio	67,359	Q4 2024 New
VOE Vanguard Mid Cap Value Index F	$0	$1.86 Billion 1.7% of portfolio	11,467	Q4 2024 New
VTV Vanguard Value ETF	$0	$1.53 Billion 1.41% of portfolio	9,066	Q4 2024 New
DNL Wiswisdomtree Tr	$0	$1.49 Billion 1.37% of portfolio	41,452	Q4 2024 New
VBR Vanguard Small Cap Value ETF	$0	$1.32 Billion 1.21% of portfolio	6,670	Q4 2024 New
VBK Vanguard Small Cap Growth ETF	$0	$1.31 Billion 1.2% of portfolio	4,691	Q4 2024 New
NEAR Blackrock Short Maturity Bond	$0	$1.29 Billion 1.18% of portfolio	25,531	Q4 2024 New
VUG Vanguard Growth ETF	$0	$1.2 Billion 1.1% of portfolio	2,919	Q4 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$1.16 Billion 1.06% of portfolio	15,320	Q4 2024 New
VOT Vanguard Mid Cap Growth Index	$0	$1.11 Billion 1.02% of portfolio	4,386	Q4 2024 New
IVE Ishares S&P 500 Value ETF	$0	$1.09 Billion 0.99% of portfolio	5,685	Q4 2024 New
SCHX Schwab Strategic Tr Us Large C	$0	$1.07 Billion 0.98% of portfolio	46,101	Q4 2024 New
EWX Spdr S&P Emerging Markets Smal	$0	$993 Million 0.91% of portfolio	16,939	Q4 2024 New
NOBL Proshares S&P 500 Dividend Ari	$0	$950 Million 0.87% of portfolio	9,542	Q4 2024 New
IWD Ishares Russell 1000 Val ETF	$0	$728 Million 0.67% of portfolio	3,934	Q4 2024 New
VONE Vanguard Russell 1000 ETF	$0	$700 Million 0.64% of portfolio	2,625	Q4 2024 New
IXUS Ishares Tr	$0	$648 Million 0.59% of portfolio	9,798	Q4 2024 New
VTWV Vanguard Russell 2000 Value Et	$0	$647 Million 0.59% of portfolio	4,475	Q4 2024 New
IMCG Ishare Morningstar Mid Cap Gro	$0	$645 Million 0.59% of portfolio	8,534	Q4 2024 New
VTWG Vanguard Russell 2000 Growth E	$0	$615 Million 0.56% of portfolio	2,926	Q4 2024 New
RDVY First Trust Rising Dividend Ac	$0	$587 Million 0.54% of portfolio	9,933	Q4 2024 New
DGRO Ishares Core Dividend Growth E	$0	$586 Million 0.54% of portfolio	9,547	Q4 2024 New
IYW Ishares Dj Us Tech ETF	$0	$551 Million 0.5% of portfolio	3,456	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$503 Million 0.46% of portfolio	11,432	Q4 2024 New
VEA Vanguard Ftse Developed Market	$0	$494 Million 0.45% of portfolio	10,337	Q4 2024 New
EQWL Invesco Exchange Traded Fd Tr	$0	$479 Million 0.44% of portfolio	4,688	Q4 2024 New
VXF Vanguard Extended Market ETF	$0	$428 Million 0.39% of portfolio	2,253	Q4 2024 New
EFV Msci Eafe Value ETF	$0	$424 Million 0.39% of portfolio	8,080	Q4 2024 New
SCHA Schwab Strategic Tr Us Small C	$0	$412 Million 0.38% of portfolio	15,948	Q4 2024 New
IDV Ishares Tr	$0	$399 Million 0.37% of portfolio	14,585	Q4 2024 New
BUFR First Tr Ex Td Viii Ft Cboe Ve	$0	$396 Million 0.36% of portfolio	12,980	Q4 2024 New
ACWX Ishares Msci Acwi Ex Us ETF	$0	$394 Million 0.36% of portfolio	7,557	Q4 2024 New
IWL Ishares Tr Russell 200 ETF	$0	$352 Million 0.32% of portfolio	2,435	Q4 2024 New
SDVY First Tr ETF Vi Smid Cap Risin	$0	$301 Million 0.28% of portfolio	8,401	Q4 2024 New
RWL Invesco Exchange Traded Fd Tr	$0	$291 Million 0.27% of portfolio	2,975	Q4 2024 New
VO Vanguard Mid Cap ETF	$0	$290 Million 0.27% of portfolio	1,099	Q4 2024 New
VB Vanguard Small Cap ETF	$0	$278 Million 0.25% of portfolio	1,156	Q4 2024 New
SCHB Schwab Strategic Tr Us Broad M	$0	$264 Million 0.24% of portfolio	11,651	Q4 2024 New
IVW Ishares S&P 500 Growth ETF	$0	$243 Million 0.22% of portfolio	2,395	Q4 2024 New
OEF Ishares S&P 100 ETF	$0	$241 Million 0.22% of portfolio	833	Q4 2024 New

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