Concurrent Investment Advisors, LLC ETFs

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$2.93 Billion 0.06% of portfolio	38,742	Q2 2025 Added 66.94%
MBB Ishares Tr	$0	$2.89 Billion 0.06% of portfolio	30,785	Q2 2025 Added 57.14%
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$2.84 Billion 0.05% of portfolio	71,454	Q2 2025 Reduced 12.52%
FTSL First Trust Senior Ln Fund	$0	$2.83 Billion 0.05% of portfolio	61,759	Q2 2025 Reduced 59.05%
IWF Ishares Russell 1000 Gr ETF	$0	$2.83 Billion 0.05% of portfolio	6,671	Q2 2025 Added 11.78%
FBND Fidelity Merrimack Str Tr Tota	$0	$2.81 Billion 0.05% of portfolio	61,365	Q2 2025 Added 37.86%
FIXD First Tr ETF Viii Tcw Opportun	$0	$2.8 Billion 0.05% of portfolio	63,748	Q2 2025 Added 1.13%
VMBS Vanguard Mortg Backed Sec ETF	$0	$2.79 Billion 0.05% of portfolio	60,231	Q2 2025 Added 19.89%
SPHQ Invesco Exchange Traded Fd Tr	$0	$2.79 Billion 0.05% of portfolio	39,096	Q2 2025 Reduced 45.61%
VDE Vanguard Energy ETF	$0	$2.74 Billion 0.05% of portfolio	22,974	Q2 2025 Added 2.87%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$2.71 Billion 0.05% of portfolio	34,124	Q2 2025 Reduced 1.13%
HEDJ Wisdomtree Europe Hedged Equit	$0	$2.67 Billion 0.05% of portfolio	55,461	Q2 2025 New
HYS Pimco ETF Tr 1 5 Yr High Yield	$0	$2.66 Billion 0.05% of portfolio	27,945	Q2 2025 Added 3.11%
ITOT Ishares Core S&P Total U.S. St	$0	$2.61 Billion 0.05% of portfolio	19,333	Q2 2025 Added 4.64%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$2.61 Billion 0.05% of portfolio	64,339	Q2 2025 Reduced 3.91%
DXJ Wisdomtree Trust Japan Hedged	$0	$2.54 Billion 0.05% of portfolio	22,253	Q2 2025 Added 78.0%
GTO Invesco Actively Managed ETF T	$0	$2.53 Billion 0.05% of portfolio	53,933	Q2 2025 Added 29.13%
SOXX Ishares Semiconductor ETF	$0	$2.52 Billion 0.05% of portfolio	10,551	Q2 2025 Reduced 0.03%
DFAI Dimensional ETF Tr	$0	$2.5 Billion 0.05% of portfolio	72,249	Q2 2025 Added 277.28%
VTWG Vanguard Russell 2000 Growth E	$0	$2.49 Billion 0.05% of portfolio	11,939	Q2 2025 Added 7.49%
VV Vanguard Large Cap ETF	$0	$2.43 Billion 0.05% of portfolio	8,532	Q2 2025 Added 20.87%
EPS Wisdomtree U.S. Largecap Fund	$0	$2.41 Billion 0.05% of portfolio	37,643	Q2 2025 Reduced 15.93%
DGRO Ishares Core Dividend Growth E	$0	$2.37 Billion 0.05% of portfolio	37,006	Q2 2025 Added 4.87%
SCHV Schwab Strategic Tr Us Large C	$0	$2.36 Billion 0.05% of portfolio	85,277	Q2 2025 Added 26.32%
JAVA Jp Morgan ETF Fd Tr Active Val	$0	$2.32 Billion 0.04% of portfolio	35,495	Q2 2025 Added 534.18%
VBK Vanguard Small Cap Growth ETF	$0	$2.31 Billion 0.04% of portfolio	8,334	Q2 2025 Added 13.82%
CGGO Capital Group Global Growth Eq	$0	$2.29 Billion 0.04% of portfolio	71,495	Q2 2025 Added 65.6%
SLV I Shares Silver Trust	$18B	$2.28 Billion 0.04% of portfolio	69,384	Q2 2025 Added 52.48%
ICSH Blackrock Ultra Short Term Bon	$0	$2.21 Billion 0.04% of portfolio	43,535	Q2 2025 Added 46.21%
AGGY Wisdomtree Yield Enhanced U.S.	$0	$2.2 Billion 0.04% of portfolio	50,508	Q2 2025 Added 24.64%
STPZ Pimco ETF Tr 1 5 Yr Us Tips In	$0	$2.19 Billion 0.04% of portfolio	40,636	Q2 2025 Added 5.51%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$2.16 Billion 0.04% of portfolio	44,251	Q2 2025 Added 18.47%
LQD Ishares Iboxx $ Investment Gra	$0	$2.15 Billion 0.04% of portfolio	19,655	Q2 2025 Added 41.58%
NOBL Proshares S&P 500 Dividend Ari	$0	$2.14 Billion 0.04% of portfolio	21,226	Q2 2025 Added 50.62%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$2.14 Billion 0.04% of portfolio	40,075	Q2 2025 Added 7.36%
FTHI First Trust Exchange Traded Fd	$0	$2.13 Billion 0.04% of portfolio	93,363	Q2 2025 Added 17.5%
XSOE Wisdomtree Tr Emerging Mkts Ex	$0	$2.12 Billion 0.04% of portfolio	61,603	Q2 2025 Added 14.21%
FEMB First Tr ETF Emerging Markets	$0	$2.1 Billion 0.04% of portfolio	72,667	Q2 2025 Added 466.6%
FDN First Tr Fd Dow Jones	$0	$2.1 Billion 0.04% of portfolio	7,786	Q2 2025 Reduced 0.69%
TLH Ishares Barclays 10 20 Yr Trea	$0	$2.07 Billion 0.04% of portfolio	20,333	Q2 2025 Added 49.17%
JHMM John Hancock Multifactor Mid C	$0	$2.06 Billion 0.04% of portfolio	33,690	Q2 2025 Added 30.03%
PTNQ Pacer Fds Tr Trendpliot 100 Et	$0	$2.04 Billion 0.04% of portfolio	28,551	Q2 2025 Reduced 4.89%
VIS Vanguard Industrial ETF	$0	$2.02 Billion 0.04% of portfolio	7,230	Q2 2025 Reduced 3.73%
BKLC Bny Mellon ETF Tr Us Large Cap	$0	$2 Billion 0.04% of portfolio	16,918	Q2 2025 Added 7.36%
DFAS Dimensional ETF Tr U S Small C	$0	$2 Billion 0.04% of portfolio	31,416	Q2 2025 Added 91.78%
SCHF Schwab Strategic Tr Intl Eqty	$0	$1.99 Billion 0.04% of portfolio	89,845	Q2 2025 Added 45.03%
RWL Invesco Exchange Traded Fd Tr	$0	$1.96 Billion 0.04% of portfolio	18,833	Q2 2025 Added 21.55%
JMEE J P Morgan Exchange Traded Fd	$0	$1.93 Billion 0.04% of portfolio	32,626	Q2 2025 Added 59.29%
MGC Vanguard Mega Cap ETF	$0	$1.92 Billion 0.04% of portfolio	8,553	Q2 2025 Added 15.58%
FDVV Fidelity High Dividend ETF	$0	$1.9 Billion 0.04% of portfolio	36,454	Q2 2025 Reduced 14.58%

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