Cascade Financial Partners, LLC ETFs

Cascade Financial Partners, LLC

$793 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IJH Ishares Core S&P Mid Cap ETF	$0	$431 Million 0.05% of portfolio	7,388	Q1 2025 New
IHDG Wisdomtree Tr	$0	$393 Million 0.05% of portfolio	9,050	Q1 2025 Reduced 20.23%
REM Ishares Tr Mtg Real Estate ETF	$0	$392 Million 0.05% of portfolio	17,450	Q1 2025 Reduced 9.35%
IJR Ishares Core S&P Sm Cap ETF	$0	$389 Million 0.05% of portfolio	3,717	Q1 2025 Reduced 0.35%
TIP Ishares Tr Tips Bd ETF	$0	$388 Million 0.05% of portfolio	3,491	Q2 2024 Reduced 5.42%
ONEY Spdr Ser Tr Russell 1000 Core	$0	$374 Million 0.05% of portfolio	3,423	Q1 2025 Reduced 17.62%
SGOL Abrdn Gold ETF Trust	$4.61B	$369 Million 0.05% of portfolio	12,370	Q1 2025 Added 20.45%
IWS Ishares Russell Midcap Value E	$0	$353 Million 0.04% of portfolio	2,806	Q1 2025 Reduced 11.37%
KRE Spdr S&P Regional Banking ETF	$0	$345 Million 0.04% of portfolio	6,062	Q1 2025 Added 3.13%
IAGG Ishares Tr Core Intl Aggregate	$0	$317 Million 0.04% of portfolio	6,339	Q1 2025 Added 14.24%
IWP Ishares Russell Mid Cap Growth	$0	$316 Million 0.04% of portfolio	2,687	Q1 2025 Added 0.3%
DGRS Wisdomtree Tr Us Small Cap Qua	$0	$294 Million 0.04% of portfolio	6,330	Q1 2024 New
BIZD Vaneck Vectors ETF Tr Bdc Inco	$0	$287 Million 0.04% of portfolio	17,108	Q1 2025 Reduced 2.0%
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$276 Million 0.03% of portfolio	13,346	Q1 2025 Reduced 6.52%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$269 Million 0.03% of portfolio	5,854	Q1 2025 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$267 Million 0.03% of portfolio	5,228	Q1 2025 New
IWC Russell Micro Cap ETF	$0	$260 Million 0.03% of portfolio	2,348	Q1 2024 New
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$260 Million 0.03% of portfolio	5,211	Q2 2024 Reduced 1.18%
SCHA Schwab Strategic Tr Us Small C	$0	$247 Million 0.03% of portfolio	10,535	Q1 2025 Added 0.01%
DIM Wisdomtree Tr Intl Midcap Divi	$0	$242 Million 0.03% of portfolio	3,650	Q1 2024 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$241 Million 0.03% of portfolio	3,431	Q1 2024 New
VGT Vanguard Information Technolog	$0	$229 Million 0.03% of portfolio	422	Q3 2024 Added 11.35%
PZT Invesco ETF Tr Ii N Y Amt Fre	$0	$228 Million 0.03% of portfolio	10,312	Q1 2024 New
IWN Ishares Russell2000 Val ETF	$0	$217 Million 0.03% of portfolio	1,438	Q1 2025 Reduced 0.9%
HDV Ishares Core High Dividend ETF	$0	$216 Million 0.03% of portfolio	1,780	Q1 2025 Reduced 21.93%
IWO Ishares Russell 2000 Gwt ETF	$0	$209 Million 0.03% of portfolio	818	Q1 2025 Added 0.62%
JETS ETF Ser Solutions U S Global J	$0	$205 Million 0.03% of portfolio	9,868	Q1 2025 Reduced 4.82%
XLE Energy Sector Spdr	$0	$204 Million 0.03% of portfolio	2,188	Q1 2025 New
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$201 Million 0.03% of portfolio	3,886	Q1 2025 Added 6.73%

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