Sagespring Wealth Partners, LLC ETFs

Sagespring Wealth Partners, LLC

$3.96 Trillion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
PMAR Innovator U.S. Equity Power Bu	$0	$377 Million 0.01% of portfolio	9,442	Q1 2025 Added 17.26%
GNMA Ishares Gnma Bond ETF	$0	$359 Million 0.01% of portfolio	8,177	Q1 2025 New
ESGE Ishares, Inc. Ishares Esg Awar	$0	$358 Million 0.01% of portfolio	10,246	Q1 2025 Reduced 10.66%
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$354 Million 0.01% of portfolio	6,925	Q1 2025 New
BMAR Innovator U.S. Equity Buffer E	$0	$351 Million 0.01% of portfolio	7,709	Q1 2025 New
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$344 Million 0.01% of portfolio	14,928	Q1 2025 Added 1.32%
AOR Ishares Tr Core Growth Allocat	$0	$335 Million 0.01% of portfolio	5,826	Q1 2025 Reduced 10.34%
GOVT Ishares U.S. Treasury Bond ETF	$0	$334 Million 0.01% of portfolio	14,524	Q1 2025 Added 1.06%
IUSV Ishares Core S&P U.S. Value Et	$0	$325 Million 0.01% of portfolio	3,523	Q4 2024 New
FNDX Schwab Fundamental U S Large C	$0	$323 Million 0.01% of portfolio	13,668	Q1 2025 Reduced 15.82%
XLY Select Sector Spdr Consumer Di	$0	$321 Million 0.01% of portfolio	1,623	Q1 2025 Added 7.91%
DFUS Dimensional ETF Tr U S Equity	$0	$320 Million 0.01% of portfolio	5,294	Q1 2025 Reduced 3.29%
SHY Ishares Barclays 1 3 Year Trea	$0	$314 Million 0.01% of portfolio	3,793	Q1 2025 Added 14.63%
FTEC Fidelity Covington Tr Msci Inf	$0	$302 Million 0.01% of portfolio	1,871	Q1 2025 Added 23.01%
AOM Ishares Tr Core Moderate Alloc	$0	$300 Million 0.01% of portfolio	6,829	Q1 2025 Reduced 3.31%
LQD Ishares Iboxx $ Investment Gra	$0	$295 Million 0.01% of portfolio	2,711	Q1 2025 New
PJAN Innovator U.S. Equity Power Bu	$0	$291 Million 0.01% of portfolio	7,022	Q1 2025 Reduced 5.86%
PFEB Innovator U.S. Equity Power Bu	$0	$289 Million 0.01% of portfolio	8,074	Q1 2025 New
IXN Ishares Global Information Tec	$0	$285 Million 0.01% of portfolio	3,763	Q1 2025 Reduced 0.24%
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$283 Million 0.01% of portfolio	7,539	Q1 2025 Reduced 64.63%
SHV Ishares Tr	$0	$276 Million 0.01% of portfolio	2,497	Q1 2025 New
BJAN Innovator U.S. Equity Buffer E	$0	$265 Million 0.01% of portfolio	5,690	Q1 2025 New
IWX Ishares Tr Russell 200 Value E	$0	$258 Million 0.01% of portfolio	3,145	Q4 2024 New
OUNZ Van Eck Merk Gold Trust	$1.17B	$256 Million 0.01% of portfolio	8,487	Q1 2025 Reduced 0.15%
TLTD Flexshares Morningstar Dev Mkt	$0	$252 Million 0.01% of portfolio	3,373	Q1 2025 New
SYLD Cambria Shareholder Yld ETF	$0	$246 Million 0.01% of portfolio	3,857	Q1 2025 Reduced 28.32%
BOCT Innovator U.S. Equity Buffer E	$0	$246 Million 0.01% of portfolio	5,841	Q1 2025 New
IGE Ishares Tr North Amern Nat Res	$0	$245 Million 0.01% of portfolio	5,395	Q1 2025 Added 0.09%
VOOG Vanguard S&P 500 Growth ETF	$0	$240 Million 0.01% of portfolio	719	Q1 2025 New
JPSE J P Morgan Diversified Return	$0	$240 Million 0.01% of portfolio	5,514	Q1 2025 Reduced 1.22%
IWP Ishares Russell Mid Cap Growth	$0	$236 Million 0.01% of portfolio	2,009	Q1 2025 Reduced 0.05%
IJS Ishares S&P Smallcap 600 Value	$0	$227 Million 0.01% of portfolio	2,332	Q1 2025 Reduced 36.32%
FTCS First Trust Capital Strength E	$0	$224 Million 0.01% of portfolio	2,500	Q1 2025 Reduced 30.34%
IUSG Ishares Core S&P U.S Growth Et	$0	$220 Million 0.01% of portfolio	1,728	Q1 2025 Reduced 29.06%
IXC Ishares Tr Global Energy ETF	$0	$215 Million 0.01% of portfolio	5,119	Q1 2025 Reduced 99.42%
EMXC Ishares Inc Msci Emerging Mkts	$0	$212 Million 0.01% of portfolio	3,843	Q1 2025 Reduced 99.71%
XLP Consumer Staples Sector Spdr	$0	$205 Million 0.01% of portfolio	2,510	Q1 2025 Reduced 18.08%
DVY Ishares Tr	$0	$200 Million 0.01% of portfolio	1,490	Q1 2025 New

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