Boston Financial Mangement LLC ETFs

Boston Financial Mangement LLC

$3.23 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VO Vanguard Mid Cap ETF	$0	$645,000 0.02% of portfolio	2,448	Q3 2024 Added 10.97%
VV Vanguard Large Cap ETF	$0	$603,000 0.02% of portfolio	2,292	Q4 2023 Reduced 16.41%
XLE Energy Sector Spdr	$0	$557,000 0.02% of portfolio	6,350	Q3 2024 Reduced 55.75%
IQSI Indexiq ETF Tr Iq Candriam Esg	$0	$547,000 0.02% of portfolio	17,417	Q3 2024 Reduced 12.53%
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$543,000 0.02% of portfolio	40,452	Q3 2024 Reduced 3.79%
EFG Msci Eafe Growth ETF	$0	$536,000 0.02% of portfolio	4,981	Q3 2024 Reduced 0.02%
AGG Ishares Core U.S. Aggregate Bo	$0	$501,000 0.02% of portfolio	4,951	Q3 2024 Reduced 0.34%
DFAC Dimensional ETF Tr U S Core Eq	$0	$491,000 0.02% of portfolio	14,342	Q2 2024 New
SCHB Schwab Strategic Tr Us Broad M	$0	$488,000 0.02% of portfolio	7,345	Q3 2024 Added 0.59%
IJT Ishares S&P Small Cap 600 Grow	$0	$487,000 0.02% of portfolio	3,496	Q1 2024 Reduced 3.05%
SPMD Spdr Portfolio	$0	$477,000 0.01% of portfolio	8,724	Q3 2024 Added 2.71%
SHE Spdr Ser Tr Ssga Gender Divers	$0	$462,000 0.01% of portfolio	4,073	Q3 2024 Reduced 7.98%
VGT Vanguard Information Technolog	$0	$442,000 0.01% of portfolio	754	Q3 2024 Added 58.74%
EVX Vaneck ETF Tr Environmental Se	$0	$436,000 0.01% of portfolio	2,419	Q3 2024 Reduced 14.73%
VXF Vanguard Extended Market ETF	$0	$430,000 0.01% of portfolio	2,367	Q2 2024 New
EBLU Ecofin Global Water Esg Fund	$0	$407,000 0.01% of portfolio	8,116	Q3 2024 Reduced 6.53%
SDY Spdr Series Tr Spdr S&P Divide	$0	$398,000 0.01% of portfolio	2,809	Q2 2023 Reduced 28.52%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$398,000 0.01% of portfolio	10,000	Q3 2024 New
IVE Ishares S&P 500 Value ETF	$0	$388,000 0.01% of portfolio	1,969	Q3 2023 Reduced 9.22%
ACWX Ishares Msci Acwi Ex Us ETF	$0	$383,000 0.01% of portfolio	6,704	Q2 2024 Added 14.52%
IJK Ishares S&P Midcap 400 Growth	$0	$357,000 0.01% of portfolio	3,892	Q2 2024 Reduced 0.18%
GSEW Goldman Sachs Tr Eql Weight Us	$0	$347,000 0.01% of portfolio	4,487	Q1 2024 Reduced 14.78%
EFV Msci Eafe Value ETF	$0	$317,000 0.01% of portfolio	5,518	Q3 2024 Reduced 0.09%
VT Vanguard Total World Stk Index	$0	$298,000 0.01% of portfolio	2,494	Q3 2024 New
SOXX Ishares Semiconductor ETF	$0	$287,000 0.01% of portfolio	1,246	Q3 2024 Added 9.59%
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$278,000 0.01% of portfolio	11,697	Q3 2024 Added 0.7%
BSV Vanguard Bd Index Fd Inc Short	$0	$242,000 0.01% of portfolio	3,076	Q3 2024 Reduced 0.03%
IJJ Ishares S&P Midcap 400 Value E	$0	$240,000 0.01% of portfolio	1,948	Q4 2023 New
QYLD Global X Fdsnasdaq 100 Covered	$0	$215,000 0.01% of portfolio	11,951	Q3 2024 Added 4.04%
BBJP Jp Morgan ETF Trust Betabuilde	$0	$204,000 0.01% of portfolio	3,445	Q3 2024 New
XLF Financial Sector Spdr	$0	$203,000 0.01% of portfolio	4,480	Q3 2024 New

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