Bristlecone Advisors, LLC ETFs

Bristlecone Advisors, LLC

$1.18 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
EFV Msci Eafe Value ETF	$0	$205,000 0.02% of portfolio	3,241	Q2 2024 New
VIOO Vanguard S&P Small Cap 600 ETF	$0	$176,000 0.01% of portfolio	1,740	Q2 2024 New
IWS Ishares Russell Midcap Value E	$0	$170,000 0.01% of portfolio	1,291	Q2 2024 New
IHF Ishares Tr	$0	$166,000 0.01% of portfolio	3,430	Q1 2025 Reduced 9.5%
RSP Invesco S&P 500 Equal Weight E	$0	$144,000 0.01% of portfolio	797	Q1 2025 Added 337.91%
GSLC Goldman Sachs ETF Tr Activebet	$0	$138,000 0.01% of portfolio	1,145	Q2 2024 New
PWB Invesco Exchange Traded Fd Tr	$0	$128,000 0.01% of portfolio	1,090	Q1 2025 Reduced 15.5%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$115,000 0.01% of portfolio	1,593	Q2 2025 Reduced 1.24%
PEY Invesco Exchange Traded Fd Tr	$0	$110,000 0.01% of portfolio	5,405	Q2 2024 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$104,000 0.01% of portfolio	768	Q3 2024 Reduced 50.9%
BIV Vanguard Bd Index Fd Inc Inter	$0	$101,000 0.01% of portfolio	1,307	Q3 2024 New
DSI Ishares Msci Kld 400 Social Et	$0	$99,000 0.01% of portfolio	855	Q4 2024 Added 37.68%
IBB Ishares Biotechnology ETF	$0	$99,000 0.01% of portfolio	786	Q2 2025 Reduced 14.84%
VSGX Vanguard World Fd Esg Intl Stk	$0	$98,000 0.01% of portfolio	1,499	Q4 2024 Reduced 69.32%
SCHP Schwab Strategic Us Tips ETF	$0	$98,000 0.01% of portfolio	3,677	Q2 2025 Reduced 9.81%
IAI Ishares Tr Us Broker Dealers &	$0	$93,000 0.01% of portfolio	550	Q3 2024 New
IYT Ishares Tr U.S. Transportation	$0	$80,000 0.01% of portfolio	1,180	Q3 2024 New
HYGV Flexshares Tr High Yield Value	$0	$80,000 0.01% of portfolio	1,967	Q2 2025 New
SHV Ishares Tr	$0	$77,000 0.01% of portfolio	700	Q1 2025 Reduced 6.67%
IEI Ishares Barclays 3 7 Yr Treas	$0	$75,000 0.01% of portfolio	634	Q2 2025 Added 0.96%
SCHE Schwab Strategic Tr Us Emergin	$0	$75,000 0.01% of portfolio	2,498	Q2 2025 Added 0.12%
PHO Invesco Exchange Traded Fd Tr	$0	$72,000 0.01% of portfolio	1,034	Q3 2024 New
SCHH Schwab Strategic U.S. Reit ETF	$0	$62,000 0.01% of portfolio	2,973	Q2 2025 Added 0.78%
SHE Spdr Ser Tr Ssga Gender Divers	$0	$60,000 0.01% of portfolio	487	Q3 2024 New
AIVL Wisdomtree U.S. Ai Enhanced Va	$0	$59,000 0.01% of portfolio	529	Q3 2024 New
KRE Spdr S&P Regional Banking ETF	$0	$55,000 0.0% of portfolio	940	Q1 2025 Reduced 22.31%
IUSG Ishares Core S&P U.S Growth Et	$0	$55,000 0.0% of portfolio	370	Q2 2025 New
SCHZ Schwab Us Aggregate Bond ETF	$0	$54,000 0.0% of portfolio	2,354	Q4 2024 Added 100.0%
VIS Vanguard Industrial ETF	$0	$48,000 0.0% of portfolio	174	Q2 2025 Reduced 86.26%
IWC Russell Micro Cap ETF	$0	$47,000 0.0% of portfolio	375	Q3 2024 New
BSV Vanguard Bd Index Fd Inc Short	$0	$47,000 0.0% of portfolio	600	Q1 2025 New
PRF Invesco Exchange Traded Fd Tr	$0	$47,000 0.0% of portfolio	1,125	Q2 2025 Added 0.45%
SCHR Schwab Intermediate Term Us Tr	$0	$46,000 0.0% of portfolio	1,860	Q2 2025 Reduced 20.31%
IGV Ishares Expanded Tech Software	$0	$46,000 0.0% of portfolio	425	Q3 2024 New
DTD Wisdomtree Tr U.S Total Divide	$0	$34,000 0.0% of portfolio	436	Q1 2025 Added 1.4%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$27,000 0.0% of portfolio	300	Q3 2024 New
FNDA Schwab Fundamental U S Small C	$0	$26,000 0.0% of portfolio	917	Q2 2025 Added 0.22%
VGLT Vanguard Long Term Treasury Et	$0	$26,000 0.0% of portfolio	474	Q2 2025 Reduced 46.98%
FNDE Schwab Fundamental Emerging Mk	$0	$26,000 0.0% of portfolio	792	Q2 2025 Added 0.64%
FNDF Schwab Fundamental Intl Large	$0	$24,000 0.0% of portfolio	602	Q2 2025 Added 0.5%
XLU Utilities Sector Spdr	$0	$24,000 0.0% of portfolio	300	Q3 2024 New
IVOG Vanguard S&P Mid Cap 400 Growt	$0	$24,000 0.0% of portfolio	220	Q3 2024 New
ICF Ishares Tr	$0	$23,000 0.0% of portfolio	386	Q2 2025 Added 0.52%
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$21,000 0.0% of portfolio	266	Q3 2024 New
IXUS Ishares Tr	$0	$20,000 0.0% of portfolio	261	Q4 2024 New
SLYV Spdr S&P 600 Small Cap Value E	$0	$19,000 0.0% of portfolio	249	Q3 2024 New
FNDX Schwab Fundamental U S Large C	$0	$19,000 0.0% of portfolio	794	Q2 2025 Added 0.38%
IJK Ishares S&P Midcap 400 Growth	$0	$18,000 0.0% of portfolio	198	Q3 2024 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$17,000 0.0% of portfolio	242	Q3 2024 New
IJJ Ishares S&P Midcap 400 Value E	$0	$17,000 0.0% of portfolio	141	Q3 2024 New

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