Abound Financial, LLC ETFs

Abound Financial, LLC

$198 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPY Spdr S&P 500 ETF Trust	$0	$126 Million 0.06% of portfolio	225	Q1 2025 New
CMF Ishares California Muni Bond E	$0	$124 Million 0.06% of portfolio	2,203	Q1 2025 New
DSI Ishares Msci Kld 400 Social Et	$0	$96.7 Million 0.05% of portfolio	944	Q1 2025 New
ITB Ishares Tr	$0	$95.2 Million 0.05% of portfolio	1,000	Q1 2025 New
IUSV Ishares Core S&P U.S. Value Et	$0	$74.4 Million 0.04% of portfolio	806	Q1 2025 New
IWM Ishares Russell 2000 ETF	$0	$64.8 Million 0.03% of portfolio	325	Q1 2025 New
IWD Ishares Russell 1000 Val ETF	$0	$57.6 Million 0.03% of portfolio	306	Q1 2025 New
GLD Spdr Gold Trust	$106B	$56.2 Million 0.03% of portfolio	195	Q1 2025 New
PFFD Global X Fds U S Pfd ETF (De)	$0	$54 Million 0.03% of portfolio	2,838	Q1 2025 Reduced 97.18%
EWC Ishares Msci Canada ETF	$0	$50.2 Million 0.03% of portfolio	1,233	Q1 2025 New
ENZL Ishares Tr Msci New Zealand Et	$0	$49.4 Million 0.02% of portfolio	1,173	Q1 2025 New
VGT Vanguard Information Technolog	$0	$43.9 Million 0.02% of portfolio	81	Q1 2025 New
SRLN Ssga Active Trust	$0	$39.7 Million 0.02% of portfolio	965	Q1 2025 New
IVE Ishares S&P 500 Value ETF	$0	$38.5 Million 0.02% of portfolio	202	Q1 2025 New
SUB Ishares Short Term National Mu	$0	$34.1 Million 0.02% of portfolio	323	Q1 2025 New
SPVM Invesco S&P 500 Value With Mom	$0	$31.5 Million 0.02% of portfolio	550	Q1 2025 New
SLYV Spdr S&P 600 Small Cap Value E	$0	$29.9 Million 0.02% of portfolio	382	Q1 2025 New
HMOP Hartford Fds Exchange Traded T	$0	$26.8 Million 0.01% of portfolio	698	Q1 2025 New
IJS Ishares S&P Smallcap 600 Value	$0	$19.5 Million 0.01% of portfolio	200	Q1 2025 New
IYT Ishares Tr U.S. Transportation	$0	$18.7 Million 0.01% of portfolio	292	Q1 2025 New
PWZ Invesco California Amt Free Mu	$0	$18 Million 0.01% of portfolio	754	Q1 2025 New
IEMG Ishares Inc	$0	$17.5 Million 0.01% of portfolio	325	Q1 2025 New
SCHA Schwab Strategic Tr Us Small C	$0	$17.2 Million 0.01% of portfolio	736	Q1 2025 New
DAPP Vaneck ETF Tr Digital Transfor	$0	$14 Million 0.01% of portfolio	1,555	Q1 2025 New
VEA Vanguard Ftse Developed Market	$0	$13.8 Million 0.01% of portfolio	272	Q1 2025 New
EFA Ishares Tr Msci Eafe ETF	$0	$11.4 Million 0.01% of portfolio	140	Q1 2025 New
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$11.2 Million 0.01% of portfolio	145	Q1 2025 New
ONEQ Fidelity Nasdaq Composite Inde	$0	$10.2 Million 0.01% of portfolio	150	Q1 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$10.1 Million 0.01% of portfolio	224	Q1 2025 New
SLYG Spdr S&P 600 Small Cap Growth	$0	$6.72 Million 0.0% of portfolio	81	Q1 2025 New
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$5.88 Million 0.0% of portfolio	74	Q1 2025 New
XLE Energy Sector Spdr	$0	$5.33 Million 0.0% of portfolio	57	Q1 2025 New
PEJ Invesco Exchange Traded Fd Tr	$0	$4.87 Million 0.0% of portfolio	100	Q1 2025 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$4.53 Million 0.0% of portfolio	110	Q1 2025 New
SLV I Shares Silver Trust	$17.1B	$4.15 Million 0.0% of portfolio	134	Q1 2025 New
DGRW Wisdomtree Tr Us Quality Divid	$0	$1.2 Million 0.0% of portfolio	15	Q1 2025 New
COPX Global X Copper Miners ETF	$0	$312,000 0.0% of portfolio	8	Q1 2025 New

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