Milestones Private Investment Advisors LLC ETFs

Milestones Private Investment Advisors LLC

$135 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ROBO Robo Global Robotics And Autom	$0	$437 Million 0.32% of portfolio	7,305	Q2 2025 New
SCHQ Schwab Strategic Tr Long Term	$0	$434 Million 0.32% of portfolio	13,598	Q2 2025 New
VGT Vanguard Information Technolog	$0	$426 Million 0.32% of portfolio	643	Q2 2025 New
YLD Principal Exchange Traded Fds	$0	$403 Million 0.3% of portfolio	20,804	Q2 2025 New
SCHA Schwab Strategic Tr Us Small C	$0	$373 Million 0.28% of portfolio	14,733	Q2 2025 New
LMBS First Tr ETF Fd Iv First Tr Lo	$0	$351 Million 0.26% of portfolio	7,116	Q2 2025 New
XLP Consumer Staples Sector Spdr	$0	$350 Million 0.26% of portfolio	4,328	Q2 2025 New
FV First Trust Dorsey Wright Focu	$0	$343 Million 0.25% of portfolio	5,789	Q2 2025 New
IJJ Ishares S&P Midcap 400 Value E	$0	$313 Million 0.23% of portfolio	2,531	Q2 2025 New
FIVG ETF Ser Solutions Defiance Nex	$0	$306 Million 0.23% of portfolio	5,792	Q2 2025 New
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$295 Million 0.22% of portfolio	14,242	Q2 2025 New
IYH Ishares Tr	$0	$289 Million 0.21% of portfolio	5,115	Q2 2025 New
PAVE Global X Fds Us Infrastructure	$0	$258 Million 0.19% of portfolio	5,925	Q2 2025 New
TDIV First Trust Nasdaq Technology	$0	$244 Million 0.18% of portfolio	2,702	Q2 2025 New
FEMB First Tr ETF Emerging Markets	$0	$237 Million 0.18% of portfolio	8,214	Q2 2025 New
IMCG Ishare Morningstar Mid Cap Gro	$0	$231 Million 0.17% of portfolio	2,884	Q2 2025 New
IJS Ishares S&P Smallcap 600 Value	$0	$224 Million 0.17% of portfolio	2,249	Q2 2025 New
FEX First Tr Large Cap Core Alphde	$0	$224 Million 0.17% of portfolio	2,033	Q2 2025 New
PWB Invesco Exchange Traded Fd Tr	$0	$207 Million 0.15% of portfolio	1,766	Q2 2025 New
FTSL First Trust Senior Ln Fund	$0	$205 Million 0.15% of portfolio	4,477	Q2 2025 New
PHO Invesco Exchange Traded Fd Tr	$0	$203 Million 0.15% of portfolio	2,909	Q2 2025 New
IJR Ishares Core S&P Sm Cap ETF	$0	$200 Million 0.15% of portfolio	1,830	Q2 2025 New

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