Sagespring Wealth Partners, LLC ETFs

Sagespring Wealth Partners, LLC

$3.79 Trillion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VOO Vanguard Index Fds S&P 500 ETF	$0	$335 Billion 8.85% of portfolio	653,408	Q4 2024 New
FBCG Fidelity Covington Tr Blue Chi	$0	$245 Billion 6.48% of portfolio	5,304,068	Q4 2024 New
DYNF Blackrock ETF Tr U S Equity Fa	$0	$231 Billion 6.1% of portfolio	4,510,417	Q4 2024 New
TTAC Fcf Us Quality ETF	$0	$201 Billion 5.31% of portfolio	3,024,502	Q4 2024 New
IVV Ishares Core S&P 500 ETF	$0	$139 Billion 3.67% of portfolio	322,204	Q4 2024 New
NETZ Engine No 1 ETF Tr Transform C	$0	$138 Billion 3.65% of portfolio	1,905,886	Q4 2024 New
IEFA Ishares Tr	$0	$123 Billion 3.25% of portfolio	1,752,293	Q4 2024 New
FVAL Fidelity Covington Tr Value Fa	$0	$120 Billion 3.16% of portfolio	1,946,715	Q4 2024 New
AGG Ishares Core U.S. Aggregate Bo	$0	$118 Billion 3.11% of portfolio	25,522,515	Q4 2024 New
IYW Ishares Dj Us Tech ETF	$0	$90.2 Billion 2.38% of portfolio	565,671	Q4 2024 New
FBND Fidelity Merrimack Str Tr Tota	$0	$86 Billion 2.27% of portfolio	8,809,902	Q4 2024 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$74.3 Billion 1.96% of portfolio	1,340,000	Q4 2024 New
EFG Msci Eafe Growth ETF	$0	$68.9 Billion 1.82% of portfolio	711,460	Q4 2024 New
EFV Msci Eafe Value ETF	$0	$63 Billion 1.66% of portfolio	1,201,244	Q4 2024 New
QUAL Ishares Msci Usa Quality Facto	$0	$62.5 Billion 1.65% of portfolio	351,020	Q4 2024 New
MTUM Ishares Msci Usa Momentum Fact	$0	$51.1 Billion 1.35% of portfolio	246,734	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$45.4 Billion 1.2% of portfolio	728,729	Q4 2024 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$43.3 Billion 1.14% of portfolio	863,953	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$37.7 Billion 0.99% of portfolio	326,853	Q4 2024 New
IEMG Ishares Inc	$0	$36.3 Billion 0.96% of portfolio	694,732	Q4 2024 New
IXC Ishares Tr Global Energy ETF	$0	$33.5 Billion 0.89% of portfolio	878,310	Q4 2024 New
USMV Ishares Msci Usa Min Vol Facto	$0	$32.1 Billion 0.85% of portfolio	361,850	Q4 2024 New
VO Vanguard Mid Cap ETF	$0	$29.7 Billion 0.79% of portfolio	112,564	Q4 2024 New
MUNI Pimco ETF Tr Inter Mun Bd Acti	$0	$29.3 Billion 0.77% of portfolio	566,606	Q4 2024 New
BNDX Vanguard Total International B	$0	$27.6 Billion 0.73% of portfolio	27,601,006	Q4 2024 New
TLT Ishares Barclays 20+ Year Trea	$0	$25.5 Billion 0.67% of portfolio	291,963	Q4 2024 New
TLH Ishares Barclays 10 20 Yr Trea	$0	$21 Billion 0.55% of portfolio	210,686	Q4 2024 New
EMGF Ishares Msci Emerging Markets	$0	$18.2 Billion 0.48% of portfolio	402,035	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$18.1 Billion 0.48% of portfolio	17,163,757	Q4 2024 New
IWF Ishares Russell 1000 Gr ETF	$0	$17.8 Billion 0.47% of portfolio	44,342	Q4 2024 New
MUB Ishares National Muni Bond ETF	$0	$17 Billion 0.45% of portfolio	159,602	Q4 2024 New
IVW Ishares S&P 500 Growth ETF	$0	$14.2 Billion 0.37% of portfolio	139,683	Q4 2024 New
EMB Ishares Tr	$0	$13.6 Billion 0.36% of portfolio	152,901	Q4 2024 New
IWD Ishares Russell 1000 Val ETF	$0	$11.3 Billion 0.3% of portfolio	61,277	Q4 2024 New
IAU Ishares Gold Trust	$46.2B	$10.3 Billion 0.27% of portfolio	207,610	Q4 2024 New
DGRO Ishares Core Dividend Growth E	$0	$9.39 Billion 0.25% of portfolio	153,101	Q4 2024 New
USHY Ishares Tr Broad Usd High Yiel	$0	$8.23 Billion 0.22% of portfolio	223,704	Q4 2024 New
DIVO Amplify ETF Tr Amplify Cwp Enh	$0	$7.22 Billion 0.19% of portfolio	178,348	Q4 2024 New
JEPI J P Morgan Exchange Traded Fd	$0	$7.03 Billion 0.19% of portfolio	122,128	Q4 2024 New
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$6.77 Billion 0.18% of portfolio	119,896	Q4 2024 New
HYMB Spdr Nuveen Bloomberg High Yie	$0	$5.62 Billion 0.15% of portfolio	219,618	Q4 2024 New
SPY Spdr S&P 500 ETF Trust	$0	$5.45 Billion 0.14% of portfolio	144,264	Q4 2024 New
VIG Vanguard Dividend Appreciation	$0	$5.15 Billion 0.14% of portfolio	26,274	Q4 2024 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$5.12 Billion 0.14% of portfolio	38,752	Q4 2024 New
FCOR Fidelity Merrimack Str Tr Corp	$0	$5.1 Billion 0.13% of portfolio	5,103,000	Q4 2024 New
JQUA J P Morgan ETF Tr U S Quality	$0	$4.99 Billion 0.13% of portfolio	87,202	Q4 2024 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$4.96 Billion 0.13% of portfolio	8,711	Q4 2024 New
SUB Ishares Short Term National Mu	$0	$4.51 Billion 0.12% of portfolio	42,762	Q4 2024 New
SMMV Ishares Msci Usa Small Cap Min	$0	$4.46 Billion 0.12% of portfolio	107,558	Q4 2024 New
ITOT Ishares Core S&P Total U.S. St	$0	$4.28 Billion 0.11% of portfolio	33,288	Q4 2024 New

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