Center For Financial Planning, Inc. ETFs

Center For Financial Planning, Inc.

$748 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VT Vanguard Total World Stk Index	$0	$134,000 0.02% of portfolio	1,145	Q4 2024 Added 1,808.33%
IVW Ishares S&P 500 Growth ETF	$0	$133,000 0.02% of portfolio	1,318	Q4 2024 Added 61.92%
VFQY Vanguard Wellington Fd U S Qua	$0	$126,000 0.02% of portfolio	900	Q3 2020 Reduced 16.43%
VOE Vanguard Mid Cap Value Index F	$0	$119,000 0.02% of portfolio	736	Q3 2024 Reduced 0.14%
IWB Ishares Tr Russell 1000 ETF	$0	$106,000 0.01% of portfolio	332	Q1 2024 New
DFAS Dimensional ETF Tr U S Small C	$0	$98,000 0.01% of portfolio	1,518	Q1 2024 Reduced 5.13%
BSV Vanguard Bd Index Fd Inc Short	$0	$88,000 0.01% of portfolio	1,140	Q4 2023 Reduced 17.99%
IJJ Ishares S&P Midcap 400 Value E	$0	$82,000 0.01% of portfolio	660	Q2 2021 Reduced 2.37%
SCHD Schwab Strategic Tr Us Dividen	$0	$76,000 0.01% of portfolio	2,802	Q4 2024 Added 200.0%
ESGU Ishares Trust Ishares Esg Awar	$0	$75,000 0.01% of portfolio	588	Q4 2021 Reduced 19.56%
DTD Wisdomtree Tr U.S Total Divide	$0	$74,000 0.01% of portfolio	982	Q2 2023 New
JMEE J P Morgan Exchange Traded Fd	$0	$73,000 0.01% of portfolio	1,223	Q2 2022 New
IWD Ishares Russell 1000 Val ETF	$0	$72,000 0.01% of portfolio	390	Q1 2024 Added 121.59%
USRT Ishares Core U.S. Reit ETF	$0	$69,000 0.01% of portfolio	1,214	Q3 2024 Reduced 25.93%
VHT Vanguard Health Care ETF	$0	$62,000 0.01% of portfolio	248	Q4 2024 Added 32.62%
VPU Vanguard Utilities ETF	$0	$61,000 0.01% of portfolio	375	Q4 2020 New
FVD First Tr Value Line Divid Inde	$0	$61,000 0.01% of portfolio	1,418	Q4 2024 Added 0.64%
FHLC Fidelity Covington Tr Msci Hea	$0	$60,000 0.01% of portfolio	922	Q4 2024 Added 207.33%
VEU Vanguard Ftse All World Ex Us	$0	$54,000 0.01% of portfolio	941	Q1 2020 Reduced 42.16%
IEMG Ishares Inc	$0	$53,000 0.01% of portfolio	990	Q4 2024 Added 0.1%
SGOL Abrdn Gold ETF Trust	$4.26B	$52,000 0.01% of portfolio	2,100	Q2 2024 New
VCR Vanguard Consumer Discretionar	$0	$51,000 0.01% of portfolio	136	Q2 2022 New
JPRE J P Morgan Exchange Traded Fd	$0	$46,000 0.01% of portfolio	981	Q2 2022 New
BND Vanguard Bd Index Fd Inc Total	$0	$45,000 0.01% of portfolio	631	Q4 2023 Reduced 63.76%
IAU Ishares Gold Trust	$50B	$42,000 0.01% of portfolio	850	Q4 2023 Reduced 7.51%
ESGD Ishares Trust Ishares Esg Awar	$0	$41,000 0.01% of portfolio	545	Q1 2022 Added 0.93%
MGC Vanguard Mega Cap ETF	$0	$41,000 0.01% of portfolio	195	Q2 2023 New
SPHQ Invesco Exchange Traded Fd Tr	$0	$40,000 0.01% of portfolio	597	Q1 2021 New
IOO Ishares Tr Global 100 ETF	$0	$40,000 0.01% of portfolio	404	Q2 2023 New
XLF Financial Sector Spdr	$0	$36,000 0.0% of portfolio	763	Q4 2024 Added 5.24%
IYF Ishares Tr	$0	$34,000 0.0% of portfolio	310	Q4 2020 Added 100.0%
IRBO Ishares Robotics & Artificial	$0	$33,000 0.0% of portfolio	1,029	Q3 2023 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$31,000 0.0% of portfolio	1,694	Q4 2024 Added 90.98%
FXU First Tr Exchange Traded Fd Ut	$0	$31,000 0.0% of portfolio	825	Q3 2023 New
BNDX Vanguard Total International B	$0	$29,000 0.0% of portfolio	610	Q1 2024 Added 12.34%
PID Invesco Exchange Traded Fd Tr	$0	$27,000 0.0% of portfolio	1,521	Q1 2021 New
SPMD Spdr Portfolio	$0	$26,000 0.0% of portfolio	481	Q4 2024 New
VXF Vanguard Extended Market ETF	$0	$23,000 0.0% of portfolio	122	Q1 2024 Reduced 50.81%
SPSM Spdr Portfolio S&P 600 Small C	$0	$22,000 0.0% of portfolio	500	Q4 2020 New
XLI Industrial Sector Spdr	$0	$21,000 0.0% of portfolio	165	Q4 2020 New
DFEB Ft Tr ETF Viii Ft Cboe Vest Us	$0	$21,000 0.0% of portfolio	500	Q1 2024 New
XLY Select Sector Spdr Consumer Di	$0	$19,000 0.0% of portfolio	87	Q4 2020 New
IWV Ishares Russell 3000 ETF	$0	$18,000 0.0% of portfolio	56	Q4 2024 Added 115.38%
VFH Vanguard Financial ETF	$0	$16,000 0.0% of portfolio	136	Q2 2023 Added 10.57%
JNK Spdr Bloomberg High Yield Bond	$0	$15,000 0.0% of portfolio	160	Q4 2020 Reduced 55.68%
IWS Ishares Russell Midcap Value E	$0	$15,000 0.0% of portfolio	116	Q2 2024 Reduced 35.56%
XLV Select Sector Spdr Fund Health	$0	$15,000 0.0% of portfolio	115	Q4 2020 New
FRDM Ea Ser Tr Freedom 100 Emerging	$0	$14,000 0.0% of portfolio	438	Q2 2024 New
ESGE Ishares, Inc. Ishares Esg Awar	$0	$14,000 0.0% of portfolio	424	Q1 2021 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$13,000 0.0% of portfolio	56	Q4 2024 New

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