Cascade Financial Partners, LLC ETFs

Cascade Financial Partners, LLC

$798 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DGRS Wisdomtree Tr Us Small Cap Qua	$0	$324 Million 0.04% of portfolio	6,330	Q1 2024 New
KRE Spdr S&P Regional Banking ETF	$0	$321 Million 0.04% of portfolio	5,478	Q3 2024 Reduced 2.67%
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$300 Million 0.04% of portfolio	14,277	Q2 2024 Added 6.13%
IWP Ishares Russell Mid Cap Growth	$0	$297 Million 0.04% of portfolio	2,461	Q3 2024 Added 9.23%
IWC Russell Micro Cap ETF	$0	$297 Million 0.04% of portfolio	2,348	Q1 2024 New
EEMS Ishares Msci Emerging Mkts Sma	$0	$295 Million 0.04% of portfolio	4,768	Q3 2024 Added 3.65%
BIZD Vaneck Vectors ETF Tr Bdc Inco	$0	$288 Million 0.04% of portfolio	17,458	Q3 2024 Reduced 1.23%
IAGG Ishares Tr Core Intl Aggregate	$0	$287 Million 0.04% of portfolio	5,549	Q1 2024 New
SGOL Abrdn Gold ETF Trust	$3.67B	$276 Million 0.03% of portfolio	10,520	Q3 2024 Reduced 4.97%
SCHA Schwab Strategic Tr Us Small C	$0	$272 Million 0.03% of portfolio	10,531	Q3 2024 Added 99.07%
HDV Ishares Core High Dividend ETF	$0	$271 Million 0.03% of portfolio	2,280	Q1 2024 New
JETS ETF Ser Solutions U S Global J	$0	$268 Million 0.03% of portfolio	11,868	Q3 2024 Reduced 38.72%
SPSM Spdr Portfolio S&P 600 Small C	$0	$261 Million 0.03% of portfolio	5,809	Q3 2024 Added 0.07%
VGT Vanguard Information Technolog	$0	$256 Million 0.03% of portfolio	422	Q3 2024 Added 11.35%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$255 Million 0.03% of portfolio	5,211	Q2 2024 Reduced 1.18%
VGIT Vanguard Intermediate Term Tre	$0	$253 Million 0.03% of portfolio	4,279	Q3 2024 New
IWN Ishares Russell2000 Val ETF	$0	$243 Million 0.03% of portfolio	1,461	Q3 2024 Reduced 0.27%
PZT Invesco ETF Tr Ii N Y Amt Fre	$0	$238 Million 0.03% of portfolio	10,312	Q1 2024 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$235 Million 0.03% of portfolio	3,431	Q1 2024 New
DIM Wisdomtree Tr Intl Midcap Divi	$0	$233 Million 0.03% of portfolio	3,650	Q1 2024 New
ICLN Ishares	$0	$231 Million 0.03% of portfolio	17,365	Q3 2024 Added 20.88%
IWO Ishares Russell 2000 Gwt ETF	$0	$229 Million 0.03% of portfolio	801	Q2 2024 New
SOXX Ishares Semiconductor ETF	$0	$228 Million 0.03% of portfolio	1,000	Q3 2024 New
FINX Global X Fds Fintech ETF (De)	$0	$218 Million 0.03% of portfolio	7,400	Q3 2024 New
SPSB Spdr Portfolio Short Term Corp	$0	$212 Million 0.03% of portfolio	7,054	Q3 2024 New
XLE Energy Sector Spdr	$0	$208 Million 0.03% of portfolio	2,306	Q3 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$208 Million 0.03% of portfolio	2,582	Q2 2024 New
IETC Ishares U S ETF Tr	$0	$205 Million 0.03% of portfolio	2,531	Q3 2024 New
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$202 Million 0.03% of portfolio	3,641	Q2 2024 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.