Golden State Wealth Management, LLC ETFs

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MMIT Indexiq Active ETF Tr Iq Macka	$0	$1.95 Billion 0.29% of portfolio	81,288	Q1 2025 Reduced 50.0%
SKYY First Trust Cloud Computing Et	$0	$1.88 Billion 0.28% of portfolio	18,436	Q1 2025 Reduced 50.0%
XLF Financial Sector Spdr	$0	$1.88 Billion 0.28% of portfolio	37,805	Q1 2025 Reduced 50.0%
SPIB Spdr Portfolio Intermediate Te	$0	$1.84 Billion 0.27% of portfolio	55,361	Q1 2025 Reduced 50.18%
USMV Ishares Msci Usa Min Vol Facto	$0	$1.77 Billion 0.26% of portfolio	18,928	Q1 2025 Reduced 49.95%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$1.73 Billion 0.26% of portfolio	4,118	Q1 2025 Reduced 49.99%
XLK Technology Sector Spdr	$0	$1.7 Billion 0.25% of portfolio	8,243	Q1 2025 Reduced 49.99%
IQDG Wisdomtree Tr Intl Quality Div	$0	$1.7 Billion 0.25% of portfolio	47,672	Q1 2025 Reduced 40.06%
MMIN Indexiq Active ETF Tr Iq Macka	$0	$1.66 Billion 0.25% of portfolio	70,356	Q1 2025 Reduced 50.0%
RWL Invesco Exchange Traded Fd Tr	$0	$1.63 Billion 0.24% of portfolio	16,379	Q1 2025 Reduced 49.99%
HTRB Hartford Fds Total Return Bd E	$0	$1.57 Billion 0.23% of portfolio	46,450	Q1 2025 Reduced 42.19%
FXH First Tr Exchange Trd Fd Healt	$0	$1.52 Billion 0.23% of portfolio	14,689	Q1 2025 Reduced 50.0%
FEX First Tr Large Cap Core Alphde	$0	$1.5 Billion 0.22% of portfolio	14,593	Q1 2025 Reduced 50.0%
IGRO Ishares Tr International Divid	$0	$1.46 Billion 0.22% of portfolio	20,222	Q1 2025 Reduced 49.97%
FDL First Tr Morningstar Dividend	$0	$1.43 Billion 0.21% of portfolio	32,996	Q1 2025 Reduced 49.98%
IWP Ishares Russell Mid Cap Growth	$0	$1.41 Billion 0.21% of portfolio	11,992	Q1 2025 Reduced 50.0%
IVW Ishares S&P 500 Growth ETF	$0	$1.38 Billion 0.2% of portfolio	14,841	Q1 2025 Reduced 47.72%
PTF Invesco Exchange Traded Fd Tr	$0	$1.37 Billion 0.2% of portfolio	23,284	Q1 2025 Reduced 49.99%
JMUB Jp Morgan Tr Mun ETF (De)	$0	$1.37 Billion 0.2% of portfolio	27,452	Q1 2025 Reduced 50.0%
XMLV Invesco ETF Tr Ii S&P Midcap L	$0	$1.36 Billion 0.2% of portfolio	22,001	Q1 2025 Reduced 49.99%
GEM Goldman Sachs ETF Tr Actvebeta	$0	$1.25 Billion 0.19% of portfolio	37,645	Q1 2025 Reduced 35.39%
HFXI Indexiq Iq 50 Percent Hedged F	$0	$1.23 Billion 0.18% of portfolio	44,516	Q1 2025 Reduced 50.0%
GAL Ssga Active ETF Tr	$0	$1.21 Billion 0.18% of portfolio	26,969	Q1 2025 Reduced 43.64%
DYNF Blackrock ETF Tr U S Equity Fa	$0	$1.21 Billion 0.18% of portfolio	24,743	Q1 2025 Reduced 46.29%
XLV Select Sector Spdr Fund Health	$0	$1.2 Billion 0.18% of portfolio	8,197	Q1 2025 Reduced 42.47%
VO Vanguard Mid Cap ETF	$0	$1.16 Billion 0.17% of portfolio	4,483	Q1 2025 Reduced 50.09%
EFV Msci Eafe Value ETF	$0	$1.16 Billion 0.17% of portfolio	19,670	Q1 2025 Reduced 47.04%
TDIV First Trust Nasdaq Technology	$0	$1.16 Billion 0.17% of portfolio	15,716	Q1 2025 Reduced 50.0%
SDY Spdr Series Tr Spdr S&P Divide	$0	$1.12 Billion 0.17% of portfolio	8,241	Q1 2025 Reduced 22.12%
VUG Vanguard Growth ETF	$0	$1.1 Billion 0.16% of portfolio	2,966	Q1 2025 Reduced 50.12%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$1.09 Billion 0.16% of portfolio	29,938	Q1 2025 Reduced 50.0%
SPTI Spdr Ser Tr Spdr Portfolio Int	$0	$1.01 Billion 0.15% of portfolio	35,447	Q1 2025 Reduced 50.0%
MTUM Ishares Msci Usa Momentum Fact	$0	$1 Billion 0.15% of portfolio	4,953	Q1 2025 Reduced 50.87%
NTSX Wisdomtree Tr Wisdomtree U.S.	$0	$997 Million 0.15% of portfolio	22,014	Q1 2025 Reduced 49.99%
QEFA Spdr Index Shs Fds Msci Eafe S	$0	$995 Million 0.15% of portfolio	12,605	Q1 2025 Reduced 49.99%
IWF Ishares Russell 1000 Gr ETF	$0	$991 Million 0.15% of portfolio	2,743	Q1 2025 Reduced 50.0%
EFG Msci Eafe Growth ETF	$0	$988 Million 0.15% of portfolio	9,875	Q1 2025 Reduced 45.85%
VEA Vanguard Ftse Developed Market	$0	$975 Million 0.14% of portfolio	19,177	Q1 2025 Reduced 50.0%
XLI Industrial Sector Spdr	$0	$973 Million 0.14% of portfolio	7,421	Q1 2025 Reduced 50.03%
XLY Select Sector Spdr Consumer Di	$0	$970 Million 0.14% of portfolio	4,911	Q1 2025 Reduced 50.0%
XLP Consumer Staples Sector Spdr	$0	$969 Million 0.14% of portfolio	11,865	Q1 2025 Reduced 50.0%
CFA Victory Portfolios Ii Shs Us 5	$0	$966 Million 0.14% of portfolio	11,436	Q1 2025 Reduced 6.64%
VTV Vanguard Value ETF	$0	$946 Million 0.14% of portfolio	5,477	Q1 2025 Reduced 49.99%
HDMV First Tr ETF Iii Horizon Manag	$0	$941 Million 0.14% of portfolio	29,329	Q1 2025 Reduced 41.12%
EFA Ishares Tr Msci Eafe ETF	$0	$885 Million 0.13% of portfolio	10,825	Q1 2025 Reduced 50.0%
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$860 Million 0.13% of portfolio	17,124	Q1 2025 Reduced 50.0%
XLC Select Sector Spdr Tr Communic	$0	$847 Million 0.13% of portfolio	8,785	Q1 2025 Reduced 50.0%
FLMI Franklin Dynamic Municipal Bon	$0	$817 Million 0.12% of portfolio	33,434	Q1 2025 Reduced 50.0%
QGRO American Centy ETF Tr Stoxx Us	$0	$816 Million 0.12% of portfolio	8,713	Q1 2025 Reduced 50.0%
KNG Ft Cboe Vest S&P 500 Dividend	$0	$791 Million 0.12% of portfolio	15,663	Q1 2025 Reduced 50.0%

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