Bfsg, LLC ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MGC Vanguard Mega Cap ETF	$0	$4,000 0.0% of portfolio	20	Q2 2024 New
PFF Ishares Trust Ishares Pfd And	$0	$3,000 0.0% of portfolio	100	Q4 2024 Reduced 66.67%
IWV Ishares Russell 3000 ETF	$0	$3,000 0.0% of portfolio	9	Q2 2024 Reduced 77.5%
DVY Ishares Tr	$0	$3,000 0.0% of portfolio	25	Q2 2024 Reduced 54.55%
VT Vanguard Total World Stk Index	$0	$3,000 0.0% of portfolio	28	Q4 2024 New
AVDV American Centy ETF Tr Avantis	$0	$2,000 0.0% of portfolio	36	Q2 2024 New
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$2,000 0.0% of portfolio	28	Q1 2025 Added 75.0%
TLT Ishares Barclays 20+ Year Trea	$0	$2,000 0.0% of portfolio	28	Q3 2024 Added 12.0%
FDL First Tr Morningstar Dividend	$0	$1,000 0.0% of portfolio	31	Q1 2025 New
BOND Pimco Active Bond Exchange Tra	$0	$1,000 0.0% of portfolio	20	Q4 2024 Reduced 98.07%
ACWX Ishares Msci Acwi Ex Us ETF	$0	$1,000 0.0% of portfolio	32	Q3 2024 Reduced 60.98%
SCHC Schwab Strategic Tr Intl Small	$0	$1,000 0.0% of portfolio	43	Q4 2023 New
FIVA Fidelity Covington Tr	$0	$1,000 0.0% of portfolio	46	Q2 2025 New
IVE Ishares S&P 500 Value ETF	$0	$0 0.0% of portfolio	5	Q1 2025 Reduced 44.44%
IGSB Ishares Trust Ishares 1 5 Year	$0	$0 0.0% of portfolio	1	Q4 2023 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$0 0.0% of portfolio	12	Q4 2024 Reduced 25.0%
SPAB Spdr Portfolio Aggregate Bond	$0	$0 0.0% of portfolio	30	Q4 2024 Reduced 25.0%
FNDX Schwab Fundamental U S Large C	$0	$0 0.0% of portfolio	12	Q4 2024 Added 200.0%
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	58,878	Q2 2025 Added 22.43%

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