Decision Point Financial, LLC ETFs

Decision Point Financial, LLC

$343 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IVW Ishares S&P 500 Growth ETF	$0	$24,000 0.01% of portfolio	265	Q4 2023 New
DFSD Dimensional ETF Tr Short Durat	$0	$23,000 0.01% of portfolio	486	Q2 2024 Reduced 69.57%
XLI Industrial Sector Spdr	$0	$23,000 0.01% of portfolio	180	Q1 2025 Reduced 25.93%
IJR Ishares Core S&P Sm Cap ETF	$0	$22,000 0.01% of portfolio	214	Q1 2025 Reduced 4.89%
FV First Trust Dorsey Wright Focu	$0	$21,000 0.01% of portfolio	394	Q4 2024 New
VFH Vanguard Financial ETF	$0	$20,000 0.01% of portfolio	169	Q1 2023 Reduced 35.0%
MTUM Ishares Msci Usa Momentum Fact	$0	$20,000 0.01% of portfolio	102	Q2 2024 New
SCHZ Schwab Us Aggregate Bond ETF	$0	$19,000 0.01% of portfolio	840	Q1 2025 New
XLY Select Sector Spdr Consumer Di	$0	$19,000 0.01% of portfolio	101	Q1 2023 Reduced 30.82%
TLT Ishares Barclays 20+ Year Trea	$0	$19,000 0.01% of portfolio	213	Q4 2024 New
IVE Ishares S&P 500 Value ETF	$0	$15,000 0.0% of portfolio	81	Q4 2023 New
SCHE Schwab Strategic Tr Us Emergin	$0	$14,000 0.0% of portfolio	517	Q1 2025 New
OEF Ishares S&P 100 ETF	$0	$13,000 0.0% of portfolio	51	Q3 2024 Added 325.0%
DXJ Wisdomtree Trust Japan Hedged	$0	$13,000 0.0% of portfolio	126	Q3 2023 New
IWM Ishares Russell 2000 ETF	$0	$12,000 0.0% of portfolio	64	Q1 2025 Reduced 68.16%
FEZ Spdr Euro Stoxx 50 ETF	$0	$12,000 0.0% of portfolio	237	Q3 2023 New
DFSV Dimensional ETF Tr Dimensional	$0	$11,000 0.0% of portfolio	410	Q4 2023 New
QQQ Invesco Qqq Trust, Series 1	$0	$9,000 0.0% of portfolio	21	Q4 2024 Added 90.91%
IEFA Ishares Tr	$0	$9,000 0.0% of portfolio	128	Q1 2024 Added 68.42%
VUG Vanguard Growth ETF	$0	$8,000 0.0% of portfolio	23	Q2 2023 New
FIDU Fidelity Covington Tr Msci Ind	$0	$7,000 0.0% of portfolio	108	Q4 2022 New
XLV Select Sector Spdr Fund Health	$0	$7,000 0.0% of portfolio	51	Q1 2023 Reduced 53.64%
SCHP Schwab Strategic Us Tips ETF	$0	$6,000 0.0% of portfolio	245	Q1 2025 New
VBR Vanguard Small Cap Value ETF	$0	$6,000 0.0% of portfolio	34	Q4 2024 Reduced 48.48%
VTV Vanguard Value ETF	$0	$6,000 0.0% of portfolio	36	Q2 2024 Reduced 21.74%
XLK Technology Sector Spdr	$0	$5,000 0.0% of portfolio	25	Q4 2022 New
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$4,000 0.0% of portfolio	308	Q4 2023 Added 2,269.23%
URA Global X Uranium ETF	$0	$2,000 0.0% of portfolio	100	Q1 2024 New
VBK Vanguard Small Cap Growth ETF	$0	$2,000 0.0% of portfolio	10	Q2 2023 New
BNDX Vanguard Total International B	$0	$2,000 0.0% of portfolio	43	Q1 2025 New
PHB Invesco Fd Tr Ii Fundamental H	$0	$2,000 0.0% of portfolio	127	Q1 2025 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$1,000 0.0% of portfolio	26	Q2 2023 New
ERX Direxion Daily Energy Bull 2 X	$0	$1,000 0.0% of portfolio	20	Q1 2025 New
TQQQ Proshares Ultrapro Qqq	$0	$0 0.0% of portfolio	10	Q1 2025 New
XLB Select Sector Spdr Fd Material	$0	$0 0.0% of portfolio	5	Q4 2022 New

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