Northwest Financial Advisors ETFs

Northwest Financial Advisors

$126 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
GDX Vaneck ETF Tr Gold Miners ETF	$0	$15.9 Million 0.01% of portfolio	400	Q1 2024 New
QTEC First Trust Nasdaq 100 Technol	$0	$15.7 Million 0.01% of portfolio	82	Q4 2023 New
HYMB Spdr Nuveen Bloomberg High Yie	$0	$14.7 Million 0.01% of portfolio	561	Q3 2024 New
FXL First Tr Exchange Traded Fd Fi	$0	$14.7 Million 0.01% of portfolio	106	Q4 2023 New
REZ Ishares Tr Residential And Mul	$0	$14.4 Million 0.01% of portfolio	162	Q4 2023 New
IJS Ishares S&P Smallcap 600 Value	$0	$14 Million 0.01% of portfolio	130	Q3 2024 Added 0.78%
IEFA Ishares Tr	$0	$13.1 Million 0.01% of portfolio	168	Q3 2024 Reduced 99.22%
QCLN First Tr Nasdaq Clean Edge Gre	$0	$12.4 Million 0.01% of portfolio	346	Q3 2024 Added 0.29%
FDN First Tr Fd Dow Jones	$0	$12.3 Million 0.01% of portfolio	58	Q4 2023 New
IWV Ishares Russell 3000 ETF	$0	$12.1 Million 0.01% of portfolio	37	Q4 2023 New
DNL Wiswisdomtree Tr	$0	$11.5 Million 0.01% of portfolio	292	Q4 2023 New
SCHG Schwab Strategic Tr Us Large C	$0	$10.9 Million 0.01% of portfolio	105	Q2 2024 New
DGRW Wisdomtree Tr Us Quality Divid	$0	$9.45 Million 0.01% of portfolio	114	Q3 2024 Added 0.88%
IEMG Ishares Inc	$0	$9.42 Million 0.01% of portfolio	164	Q3 2024 Reduced 98.46%
OMFL Invesco Exchange Traded Self I	$0	$9.27 Million 0.01% of portfolio	175	Q2 2024 Added 0.57%
IVLU Ishares Tr Edge Msci Intl Valu	$0	$9.27 Million 0.01% of portfolio	314	Q3 2024 New
RYT Invesco S&P 500 Equal Weight T	$0	$9.05 Million 0.01% of portfolio	240	Q2 2024 New
XLU Utilities Sector Spdr	$0	$8.89 Million 0.01% of portfolio	110	Q3 2024 Reduced 31.25%
IJK Ishares S&P Midcap 400 Growth	$0	$8.29 Million 0.01% of portfolio	90	Q3 2024 New
IAI Ishares Tr Us Broker Dealers &	$0	$8.23 Million 0.01% of portfolio	64	Q4 2023 New
BSV Vanguard Bd Index Fd Inc Short	$0	$6.99 Million 0.01% of portfolio	89	Q3 2024 Reduced 32.58%
DLS Wisdomtree Tr Intl Small Cap D	$0	$6.49 Million 0.01% of portfolio	94	Q4 2023 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$6.23 Million 0.0% of portfolio	92	Q4 2023 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$5.82 Million 0.0% of portfolio	155	Q4 2023 New
BLOK Amplify ETF Tr Trnsformational	$0	$5.82 Million 0.0% of portfolio	155	Q4 2023 New
BAB Invesco ETF Tr Ii Taxable Mun	$0	$5.74 Million 0.0% of portfolio	208	Q2 2024 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$5.42 Million 0.0% of portfolio	103	Q2 2024 Added 194.29%
XLP Consumer Staples Sector Spdr	$0	$4.98 Million 0.0% of portfolio	60	Q2 2024 Reduced 46.9%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$4.85 Million 0.0% of portfolio	102	Q3 2024 Reduced 19.05%
SPYV Spdr Portfolio S&P 500 Value E	$0	$4.49 Million 0.0% of portfolio	85	Q3 2024 Reduced 99.6%
FNDE Schwab Fundamental Emerging Mk	$0	$4.49 Million 0.0% of portfolio	139	Q3 2024 New
ARKF Ark ETF Tr Fintech Innovation	$0	$4.47 Million 0.0% of portfolio	150	Q4 2023 New
SCHP Schwab Strategic Us Tips ETF	$0	$4.27 Million 0.0% of portfolio	80	Q3 2024 Added 1.27%
DRIV Global X Fds Global X Autonomo	$0	$4.04 Million 0.0% of portfolio	172	Q3 2024 New
CWS Advisorshares Tr Advisorshares	$0	$3.99 Million 0.0% of portfolio	58	Q1 2024 New
EMB Ishares Tr	$0	$3.93 Million 0.0% of portfolio	42	Q3 2024 Reduced 50.59%
ROBO Robo Global Robotics And Autom	$0	$3.82 Million 0.0% of portfolio	67	Q3 2024 New
IDRV Ishares Tr Self Driving Ev & T	$0	$3.3 Million 0.0% of portfolio	104	Q3 2024 New
HAIL Spdr S&P Kensho Smart Mobility	$0	$2.99 Million 0.0% of portfolio	104	Q3 2024 New
PGX Invesco ETF Tr Ii Pfd ETF	$0	$2.04 Million 0.0% of portfolio	165	Q2 2024 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$2.01 Million 0.0% of portfolio	8	Q4 2023 New
IJT Ishares S&P Small Cap 600 Grow	$0	$1.95 Million 0.0% of portfolio	14	Q4 2023 New
XSVM Invesco S&P Smallcap Value Wit	$0	$1.93 Million 0.0% of portfolio	35	Q4 2023 New
SJNK Spdr Bloomberg Short Term High	$0	$1.83 Million 0.0% of portfolio	71	Q2 2024 New
SOXX Ishares Semiconductor ETF	$0	$1.43 Million 0.0% of portfolio	6	Q1 2024 Added 200.0%
PSI Invesco Exchange Traded Fd Tr	$0	$699,000 0.0% of portfolio	12	Q4 2023 New
GOVT Ishares U.S. Treasury Bond ETF	$0	$0 0.0% of portfolio	0	Q3 2024 Sold Out

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