Steward Financial Group LLC ETFs

Steward Financial Group LLC

$315 Million
Q3 2023

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
RPG Invesco Exchange Traded Fd Tr	$0	$48,000 0.02% of portfolio	1,625	Q3 2023 Added 400.0%
IEF Ishares Barclays	$0	$43,000 0.01% of portfolio	471	Q2 2023 New
VV Vanguard Large Cap ETF	$0	$40,000 0.01% of portfolio	206	Q2 2023 New
DFAE Dimensional ETF Tr	$0	$38,000 0.01% of portfolio	1,724	Q4 2022 New
VUG Vanguard Growth ETF	$0	$36,000 0.01% of portfolio	135	Q2 2023 New
IVW Ishares S&P 500 Growth ETF	$0	$33,000 0.01% of portfolio	496	Q2 2023 New
BND Vanguard Bd Index Fd Inc Total	$0	$32,000 0.01% of portfolio	463	Q2 2023 New
PKB Invesco Exchange Traded Fd Tr	$0	$28,000 0.01% of portfolio	556	Q2 2023 New
IJT Ishares S&P Small Cap 600 Grow	$0	$26,000 0.01% of portfolio	240	Q2 2023 New
SGOL Abrdn Gold ETF Trust	$3.96B	$24,000 0.01% of portfolio	1,371	Q4 2022 New
XLF Financial Sector Spdr	$0	$22,000 0.01% of portfolio	680	Q2 2023 New
IVV Ishares Core S&P 500 ETF	$0	$20,000 0.01% of portfolio	47	Q2 2023 New
IJH Ishares Core S&P Mid Cap ETF	$0	$16,000 0.01% of portfolio	65	Q3 2023 Reduced 35.0%
ACWX Ishares Msci Acwi Ex Us ETF	$0	$13,000 0.0% of portfolio	286	Q2 2023 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$10,000 0.0% of portfolio	22	Q4 2022 New
TLT Ishares Barclays 20+ Year Trea	$0	$9,000 0.0% of portfolio	106	Q2 2023 New
VT Vanguard Total World Stk Index	$0	$9,000 0.0% of portfolio	97	Q3 2023 New
ESPO Vaneck ETF Tr Video Gaming & E	$0	$8,000 0.0% of portfolio	170	Q3 2023 New
VIG Vanguard Dividend Appreciation	$0	$7,000 0.0% of portfolio	50	Q3 2023 New
QUAL Ishares Msci Usa Quality Facto	$0	$7,000 0.0% of portfolio	55	Q3 2023 New
EFA Ishares Tr Msci Eafe ETF	$0	$5,000 0.0% of portfolio	84	Q3 2023 New
MBB Ishares Tr	$0	$5,000 0.0% of portfolio	63	Q3 2023 New
FMAG Fidelity Covington Tr	$0	$4,000 0.0% of portfolio	200	Q3 2023 New
JETS ETF Ser Solutions U S Global J	$0	$4,000 0.0% of portfolio	266	Q3 2023 New
BUG Global X Fds Cybersecurity ETF	$0	$3,000 0.0% of portfolio	142	Q3 2023 New
UPRO Proshares Trust Proshares Ultr	$0	$3,000 0.0% of portfolio	90	Q3 2023 New
IUSV Ishares Core S&P U.S. Value Et	$0	$2,000 0.0% of portfolio	28	Q3 2023 New
IJR Ishares Core S&P Sm Cap ETF	$0	$2,000 0.0% of portfolio	25	Q3 2023 New
EFG Msci Eafe Growth ETF	$0	$2,000 0.0% of portfolio	28	Q3 2023 New
DFSV Dimensional ETF Tr Dimensional	$0	$2,000 0.0% of portfolio	100	Q3 2023 New
CLOU Global X Fds Cloud Computing E	$0	$2,000 0.0% of portfolio	148	Q3 2023 New
DRIV Global X Fds Global X Autonomo	$0	$2,000 0.0% of portfolio	124	Q3 2023 New
MILN Global X Funds Global X Millen	$0	$2,000 0.0% of portfolio	71	Q3 2023 New
SNSR Global X Fds Internet Of Thing	$0	$2,000 0.0% of portfolio	71	Q3 2023 New
TAN Invesco ETF Tr Ii Solar ETF	$0	$2,000 0.0% of portfolio	47	Q3 2023 New
IUSB Ishares Core Total Usd Bond Ma	$0	$2,000 0.0% of portfolio	67	Q3 2023 New
CNRG Spdr S&P Kensho Clean Power Et	$0	$2,000 0.0% of portfolio	35	Q3 2023 New
IWS Ishares Russell Midcap Value E	$0	$1,000 0.0% of portfolio	15	Q3 2023 New
IUSG Ishares Core S&P U.S Growth Et	$0	$1,000 0.0% of portfolio	15	Q3 2023 New
IYW Ishares Dj Us Tech ETF	$0	$1,000 0.0% of portfolio	19	Q3 2023 New
EFV Msci Eafe Value ETF	$0	$1,000 0.0% of portfolio	23	Q3 2023 New
BOTZ Global X Fds	$0	$1,000 0.0% of portfolio	66	Q3 2023 New
FINX Global X Fds Fintech ETF (De)	$0	$1,000 0.0% of portfolio	85	Q3 2023 New
PBE Invesco Exchange Traded Fd Tr	$0	$1,000 0.0% of portfolio	26	Q3 2023 New
BBJP Jp Morgan ETF Trust Betabuilde	$0	$1,000 0.0% of portfolio	24	Q3 2023 New
HERO Global X Fds Video Games & Esp	$0	$0 0.0% of portfolio	40	Q3 2023 New
PTH Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	12	Q3 2023 New
XT Ishares Tr Exponential Technol	$0	$0 0.0% of portfolio	1	Q3 2023 New
BBEU Jp Morgan ETF Trust Betabuilde	$0	$0 0.0% of portfolio	13	Q3 2023 New
BBAX J P Morgan Betabuilders Develo	$0	$0 0.0% of portfolio	10	Q3 2023 New

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