Assured Partners Investment Advisors, LLC ETFs

Assured Partners Investment Advisors, LLC

$409 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MINO Pimco ETF Tr Municipal Income	$0	$406 Million 0.1% of portfolio	9,180	Q2 2025 New
VEA Vanguard Ftse Developed Market	$0	$395 Million 0.1% of portfolio	6,937	Q2 2025 Reduced 17.28%
QQQM Invesco Exchange Traded Fd Tr	$0	$391 Million 0.1% of portfolio	1,721	Q2 2025 Reduced 95.32%
ZECP Zacks Tr Earnings Constant Por	$0	$377 Million 0.09% of portfolio	11,802	Q2 2025 Reduced 0.06%
FLMI Franklin Dynamic Municipal Bon	$0	$372 Million 0.09% of portfolio	15,346	Q2 2025 New
DDWM Wisdomtree Tr Currency Hedged	$0	$367 Million 0.09% of portfolio	9,246	Q2 2025 Reduced 71.13%
IWD Ishares Russell 1000 Val ETF	$0	$361 Million 0.09% of portfolio	1,858	Q2 2025 Reduced 11.57%
SCHD Schwab Strategic Tr Us Dividen	$0	$351 Million 0.09% of portfolio	13,263	Q2 2025 Reduced 92.37%
DTD Wisdomtree Tr U.S Total Divide	$0	$342 Million 0.08% of portfolio	4,305	Q2 2025 Reduced 82.83%
DGRW Wisdomtree Tr Us Quality Divid	$0	$340 Million 0.08% of portfolio	4,061	Q2 2025 Reduced 80.56%
LQD Ishares Iboxx $ Investment Gra	$0	$333 Million 0.08% of portfolio	3,040	Q2 2025 Reduced 65.62%
VYM Vanguard Whitehall Fds (Vangua	$0	$325 Million 0.08% of portfolio	2,435	Q2 2025 Reduced 85.09%
FDMO Fidelity Covington Tr Momentum	$0	$316 Million 0.08% of portfolio	4,168	Q2 2025 Reduced 20.29%
QQQ Invesco Qqq Trust, Series 1	$0	$310 Million 0.08% of portfolio	562	Q2 2025 Reduced 39.05%
SPAB Spdr Portfolio Aggregate Bond	$0	$299 Million 0.07% of portfolio	11,671	Q2 2025 Reduced 0.25%
DUHP Dimensional ETF Tr Dimensional	$0	$299 Million 0.07% of portfolio	8,396	Q2 2025 Added 0.33%
VNQ Vanguard Specialized Funds Van	$0	$291 Million 0.07% of portfolio	3,266	Q2 2025 Added 0.74%
DFAE Dimensional ETF Tr	$0	$274 Million 0.07% of portfolio	9,471	Q2 2025 Added 0.79%
AVUS American Centy ETF Tr Avantis	$0	$274 Million 0.07% of portfolio	2,719	Q2 2025 Reduced 20.19%
SCHG Schwab Strategic Tr Us Large C	$0	$267 Million 0.07% of portfolio	9,149	Q2 2025 Reduced 5.17%
FIDU Fidelity Covington Tr Msci Ind	$0	$265 Million 0.06% of portfolio	3,424	Q2 2025 Reduced 25.77%
PFEB Innovator U.S. Equity Power Bu	$0	$262 Million 0.06% of portfolio	6,894	Q2 2025 Reduced 66.68%
ONEQ Fidelity Nasdaq Composite Inde	$0	$235 Million 0.06% of portfolio	2,933	Q2 2025 Reduced 95.71%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$221 Million 0.05% of portfolio	5,447	Q2 2025 Reduced 27.17%
IXUS Ishares Tr	$0	$220 Million 0.05% of portfolio	2,848	Q2 2025 Reduced 13.91%
JNK Spdr Bloomberg High Yield Bond	$0	$213 Million 0.05% of portfolio	2,191	Q2 2025 Reduced 2.58%
FTEC Fidelity Covington Tr Msci Inf	$0	$206 Million 0.05% of portfolio	1,047	Q2 2025 Reduced 51.55%
IEFA Ishares Tr	$0	$203 Million 0.05% of portfolio	2,437	Q2 2025 New

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