Bcs Wealth Management ETFs

Bcs Wealth Management

$409 Million
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
RSP Invesco S&P 500 Equal Weight E	$0	$404,000 0.1% of portfolio	2,131	Q3 2025 Reduced 1.3%
VYM Vanguard Whitehall Fds (Vangua	$0	$402,000 0.1% of portfolio	2,854	Q2 2025 Reduced 0.45%
VGT Vanguard Information Technolog	$0	$392,000 0.1% of portfolio	526	Q3 2025 Reduced 0.19%
BJAN Innovator U.S. Equity Buffer E	$0	$387,000 0.09% of portfolio	7,300	Q2 2025 Reduced 9.51%
IBMN Ishares Tr Ibonds Dec 2025 Ter	$0	$376,000 0.09% of portfolio	14,037	Q3 2022 New
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$361,000 0.09% of portfolio	4,750	Q1 2024 New
KAPR Innovator U.S. Small Cap Power	$0	$358,000 0.09% of portfolio	10,486	Q3 2025 Reduced 26.32%
BND Vanguard Bd Index Fd Inc Total	$0	$350,000 0.09% of portfolio	4,707	Q3 2025 Reduced 7.94%
VCIT Vanguard Intermediate Term Cor	$0	$348,000 0.09% of portfolio	4,143	Q3 2025 Added 22.97%
MGK Vanguard Mega Cap Growth ETF	$0	$341,000 0.08% of portfolio	848	Q3 2025 Added 1.56%
GBTC Grayscale Bitcoin Trust (Btc)	$60.7B	$337,000 0.08% of portfolio	3,757	Q3 2025 Reduced 58.94%
HDV Ishares Core High Dividend ETF	$0	$335,000 0.08% of portfolio	2,736	Q3 2025 Reduced 2.25%
BOTZ Global X Fds	$0	$332,000 0.08% of portfolio	9,393	Q3 2025 Reduced 4.76%
HYMB Spdr Nuveen Bloomberg High Yie	$0	$320,000 0.08% of portfolio	12,871	Q3 2025 Reduced 18.52%
QUAL Ishares Msci Usa Quality Facto	$0	$313,000 0.08% of portfolio	1,612	Q3 2025 Reduced 11.72%
BNOV Innovator U.S. Equity Buffer E	$0	$311,000 0.08% of portfolio	7,157	Q3 2025 Reduced 16.6%
MOTI Vaneck Morningstar Internation	$0	$298,000 0.07% of portfolio	8,048	Q3 2025 Reduced 2.59%
VEU Vanguard Ftse All World Ex Us	$0	$298,000 0.07% of portfolio	4,187	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$286,000 0.07% of portfolio	2,407	Q3 2025 Added 0.04%
MBB Ishares Tr	$0	$279,000 0.07% of portfolio	2,938	Q3 2025 Reduced 10.43%
XLC Select Sector Spdr Tr Communic	$0	$278,000 0.07% of portfolio	2,357	Q2 2025 Added 0.04%
JEPI J P Morgan Exchange Traded Fd	$0	$270,000 0.07% of portfolio	4,743	Q3 2025 Reduced 65.77%
PTLC Pacer Fds Tr Trendpilot Us Lar	$0	$267,000 0.07% of portfolio	4,888	Q3 2025 Reduced 3.53%
XLE Energy Sector Spdr	$0	$255,000 0.06% of portfolio	2,861	Q2 2025 Added 3.66%
XLV Select Sector Spdr Fund Health	$0	$253,000 0.06% of portfolio	1,818	Q3 2025 Reduced 54.66%
XLP Consumer Staples Sector Spdr	$0	$248,000 0.06% of portfolio	3,263	Q3 2025 Reduced 9.16%
BSJQ Invesco Etsf Fd Tr Bulletshare	$0	$246,000 0.06% of portfolio	10,540	Q3 2025 Added 5.75%
SUB Ishares Short Term National Mu	$0	$244,000 0.06% of portfolio	2,292	Q4 2024 New
SHYD Vaneck Short High Yield Muni E	$0	$240,000 0.06% of portfolio	10,494	Q3 2025 Reduced 7.81%
SOXX Ishares Semiconductor ETF	$0	$230,000 0.06% of portfolio	849	Q3 2025 Reduced 0.7%
BMAY Innovator U.S. Equity Buffer E	$0	$228,000 0.06% of portfolio	5,208	Q3 2025 Reduced 10.64%
SCHR Schwab Intermediate Term Us Tr	$0	$226,000 0.06% of portfolio	8,998	Q3 2025 Added 8.01%
VPU Vanguard Utilities ETF	$0	$216,000 0.05% of portfolio	1,145	Q2 2025 New
FENY Fidelity Covington Tr Msci Ene	$0	$212,000 0.05% of portfolio	8,603	Q2 2025 New
EFG Msci Eafe Growth ETF	$0	$209,000 0.05% of portfolio	1,841	Q3 2025 Reduced 12.38%
FREL Fidelity Covington Tr Msci Rea	$0	$207,000 0.05% of portfolio	7,471	Q3 2025 Reduced 1.41%
QQQE Direxion Nasdaq 100 Equal Weig	$0	$205,000 0.05% of portfolio	2,021	Q3 2025 New
GLD Spdr Gold Trust	$127B	$203,000 0.05% of portfolio	572	Q3 2025 Reduced 35.95%
XLY Select Sector Spdr Consumer Di	$0	$201,000 0.05% of portfolio	841	Q3 2025 New

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