Catalytic Wealth Ria, LLC ETFs

Catalytic Wealth Ria, LLC

$545 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IBMQ Ishares Tr Ibonds Dec 2028 Ter	$0	$806 Million 0.15% of portfolio	31,870	Q1 2025 Added 3.7%
SLQD Ishares 0 5 Year Investment Gr	$0	$801 Million 0.15% of portfolio	15,927	Q1 2025 Added 98.15%
EFA Ishares Tr Msci Eafe ETF	$0	$737 Million 0.14% of portfolio	9,021	Q1 2025 Reduced 20.71%
BSV Vanguard Bd Index Fd Inc Short	$0	$685 Million 0.13% of portfolio	8,751	Q1 2025 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$664 Million 0.12% of portfolio	13,001	Q1 2025 Added 86.61%
SHYG Ishares 0 5 Year High Yield CO	$0	$636 Million 0.12% of portfolio	14,961	Q1 2025 New
SUB Ishares Short Term National Mu	$0	$574 Million 0.11% of portfolio	5,439	Q4 2024 Reduced 32.93%
SPYD Spdr Portfolio S&P 500 High Di	$0	$574 Million 0.11% of portfolio	12,967	Q4 2024 Reduced 6.57%
HYG Ishares Tr	$0	$489 Million 0.09% of portfolio	6,203	Q1 2025 Reduced 1.21%
SCHG Schwab Strategic Tr Us Large C	$0	$478 Million 0.09% of portfolio	19,087	Q1 2025 Added 0.61%
IGEB Ishares Tr Edge Invt Grade Enh	$0	$478 Million 0.09% of portfolio	10,614	Q1 2025 New
MGC Vanguard Mega Cap ETF	$0	$473 Million 0.09% of portfolio	2,350	Q1 2025 New
ACWI Ishares Msci Acwi ETF	$0	$469 Million 0.09% of portfolio	4,032	Q2 2024 Reduced 0.76%
SCHF Schwab Strategic Tr Intl Eqty	$0	$425 Million 0.08% of portfolio	21,510	Q1 2025 New
SCHP Schwab Strategic Us Tips ETF	$0	$423 Million 0.08% of portfolio	15,718	Q1 2025 New
VGIT Vanguard Intermediate Term Tre	$0	$421 Million 0.08% of portfolio	7,095	Q1 2025 New
FALN Ishares Tr Fallen Angels Usd B	$0	$412 Million 0.08% of portfolio	15,374	Q1 2025 New
AVUV American Centy ETF Tr Avantis	$0	$394 Million 0.07% of portfolio	4,517	Q3 2024 New
IEFA Ishares Tr	$0	$373 Million 0.07% of portfolio	4,927	Q1 2025 Reduced 5.96%
IGLB Ishares 10+ Year Investment Gr	$0	$371 Million 0.07% of portfolio	7,387	Q1 2025 Added 57.17%
IUSG Ishares Core S&P U.S Growth Et	$0	$364 Million 0.07% of portfolio	2,867	Q4 2023 New
IWO Ishares Russell 2000 Gwt ETF	$0	$348 Million 0.06% of portfolio	1,363	Q4 2024 Added 0.74%
IVE Ishares S&P 500 Value ETF	$0	$348 Million 0.06% of portfolio	1,825	Q2 2024 Reduced 3.34%
SPYV Spdr Portfolio S&P 500 Value E	$0	$345 Million 0.06% of portfolio	6,753	Q4 2023 New
VCLT Vanguard Lg Trm Corp Bd ETF	$0	$339 Million 0.06% of portfolio	4,469	Q1 2025 Reduced 2.47%
IUSB Ishares Core Total Usd Bond Ma	$0	$330 Million 0.06% of portfolio	7,159	Q1 2025 Added 43.81%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$322 Million 0.06% of portfolio	4,074	Q4 2023 New
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$307 Million 0.06% of portfolio	6,017	Q1 2025 New
DGRO Ishares Core Dividend Growth E	$0	$302 Million 0.06% of portfolio	4,888	Q1 2025 Reduced 0.63%
SCHV Schwab Strategic Tr Us Large C	$0	$299 Million 0.05% of portfolio	11,257	Q4 2024 Added 154.74%
SCHD Schwab Strategic Tr Us Dividen	$0	$281 Million 0.05% of portfolio	10,035	Q4 2024 Added 200.0%
VGLT Vanguard Long Term Treasury Et	$0	$268 Million 0.05% of portfolio	4,646	Q1 2025 New
IJT Ishares S&P Small Cap 600 Grow	$0	$261 Million 0.05% of portfolio	2,097	Q1 2025 Added 0.91%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$250 Million 0.05% of portfolio	7,149	Q1 2025 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$237 Million 0.04% of portfolio	3,598	Q1 2025 New
HDV Ishares Core High Dividend ETF	$0	$231 Million 0.04% of portfolio	1,907	Q3 2024 Added 0.53%
IWD Ishares Russell 1000 Val ETF	$0	$225 Million 0.04% of portfolio	1,195	Q1 2025 Reduced 0.25%
LQDH Ishares U S ETF Tr Int Rate He	$0	$207 Million 0.04% of portfolio	2,238	Q1 2025 New
XLF Financial Sector Spdr	$0	$205 Million 0.04% of portfolio	4,125	Q1 2025 Reduced 2.0%
IAU Ishares Gold Trust	$52.3B	$202 Million 0.04% of portfolio	3,423	Q1 2025 New
SHV Ishares Tr	$0	$202 Million 0.04% of portfolio	1,825	Q1 2025 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$202 Million 0.04% of portfolio	4,062	Q1 2025 Reduced 66.5%

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