B.O.S.S. Retirement Advisors, LLC ETFs

B.O.S.S. Retirement Advisors, LLC

$345 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FDL First Tr Morningstar Dividend	$0	$576 Million 0.17% of portfolio	13,257	Q1 2025 New
IYW Ishares Dj Us Tech ETF	$0	$573 Million 0.17% of portfolio	4,083	Q1 2025 Reduced 0.92%
IEFA Ishares Tr	$0	$570 Million 0.17% of portfolio	7,538	Q1 2025 Added 11.67%
MTUM Ishares Msci Usa Momentum Fact	$0	$487 Million 0.14% of portfolio	2,410	Q1 2025 New
DGRW Wisdomtree Tr Us Quality Divid	$0	$482 Million 0.14% of portfolio	6,033	Q1 2025 Added 22.77%
SVOL Simplify ETF Simplify Volatili	$0	$459 Million 0.13% of portfolio	25,262	Q1 2025 Added 56.45%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$435 Million 0.13% of portfolio	5,816	Q1 2025 New
IWM Ishares Russell 2000 ETF	$0	$408 Million 0.12% of portfolio	2,045	Q1 2025 Added 31.94%
IMCG Ishare Morningstar Mid Cap Gro	$0	$396 Million 0.11% of portfolio	5,550	Q1 2025 New
SCHG Schwab Strategic Tr Us Large C	$0	$391 Million 0.11% of portfolio	15,615	Q1 2025 Reduced 46.14%
LVHI Franklin International Low Vol	$0	$390 Million 0.11% of portfolio	12,036	Q1 2025 New
VNQ Vanguard Specialized Funds Van	$0	$388 Million 0.11% of portfolio	4,290	Q1 2025 Added 4.1%
VO Vanguard Mid Cap ETF	$0	$378 Million 0.11% of portfolio	1,462	Q1 2025 New
IVW Ishares S&P 500 Growth ETF	$0	$339 Million 0.1% of portfolio	3,647	Q1 2025 Reduced 0.65%
IJH Ishares Core S&P Mid Cap ETF	$0	$306 Million 0.09% of portfolio	5,240	Q1 2025 Added 25.3%
AZAJ Aim ETF Prods Tr Allianzim Us	$0	$305 Million 0.09% of portfolio	8,677	Q1 2025 Added 6.9%
IAU Ishares Gold Trust	$54.1B	$297 Million 0.09% of portfolio	5,039	Q1 2025 New
ZROZ Pimco ETF Tr 25+ Yr Zero Cpn U	$0	$292 Million 0.08% of portfolio	4,081	Q1 2025 Reduced 70.39%
AZAO Aim ETF Prods Trallianzim U S	$0	$289 Million 0.08% of portfolio	7,753	Q1 2025 Added 7.98%
QUAL Ishares Msci Usa Quality Facto	$0	$288 Million 0.08% of portfolio	1,687	Q1 2025 Added 24.32%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$268 Million 0.08% of portfolio	5,826	Q1 2025 New
GDXJ Vaneck ETF Tr Jr Gold Miners E	$0	$266 Million 0.08% of portfolio	4,642	Q1 2025 New
IQDG Wisdomtree Tr Intl Quality Div	$0	$262 Million 0.08% of portfolio	7,355	Q1 2025 Reduced 14.72%
IJR Ishares Core S&P Sm Cap ETF	$0	$249 Million 0.07% of portfolio	2,385	Q1 2025 Reduced 0.25%
DLN Wisdomtree Tr U.S Largecap Div	$0	$242 Million 0.07% of portfolio	3,045	Q1 2025 Reduced 8.86%
SLV I Shares Silver Trust	$17.3B	$240 Million 0.07% of portfolio	7,734	Q1 2025 New
VB Vanguard Small Cap ETF	$0	$216 Million 0.06% of portfolio	974	Q1 2025 New
SPYG Spdr Portfolio	$0	$205 Million 0.06% of portfolio	2,547	Q1 2025 Reduced 0.04%
IWB Ishares Tr Russell 1000 ETF	$0	$203 Million 0.06% of portfolio	661	Q1 2025 Reduced 27.92%

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