Center For Financial Planning, Inc. ETFs

Center For Financial Planning, Inc.

$781 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
URA Global X Uranium ETF	$0	$4,000 0.0% of portfolio	200	Q3 2024 New
FTSL First Trust Senior Ln Fund	$0	$3,000 0.0% of portfolio	70	Q1 2024 Reduced 38.05%
EWC Ishares Msci Canada ETF	$0	$3,000 0.0% of portfolio	81	Q4 2024 Added 1.25%
FNDX Schwab Fundamental U S Large C	$0	$3,000 0.0% of portfolio	131	Q1 2025 New
IWP Ishares Russell Mid Cap Growth	$0	$3,000 0.0% of portfolio	32	Q1 2025 New
IEV Ishares Tr Europe ETF	$0	$2,000 0.0% of portfolio	50	Q2 2020 New
FNDE Schwab Fundamental Emerging Mk	$0	$2,000 0.0% of portfolio	68	Q1 2025 New
IUSB Ishares Core Total Usd Bond Ma	$0	$2,000 0.0% of portfolio	63	Q1 2025 New
PBW Invesco Exchange Traded Fd Tr	$0	$2,000 0.0% of portfolio	160	Q4 2019 New
TLT Ishares Barclays 20+ Year Trea	$0	$2,000 0.0% of portfolio	22	Q1 2025 New
FNDA Schwab Fundamental U S Small C	$0	$1,000 0.0% of portfolio	70	Q1 2025 New
IXN Ishares Global Information Tec	$0	$1,000 0.0% of portfolio	17	Q1 2025 New
FNDF Schwab Fundamental Intl Large	$0	$1,000 0.0% of portfolio	55	Q1 2025 New
SCHE Schwab Strategic Tr Us Emergin	$0	$1,000 0.0% of portfolio	44	Q1 2025 New
SHYG Ishares 0 5 Year High Yield CO	$0	$1,000 0.0% of portfolio	24	Q1 2025 New
XLK Technology Sector Spdr	$0	$1,000 0.0% of portfolio	9	Q2 2023 Reduced 89.29%
VNQI Vanguard Global Ex U.S. Real	$0	$0 0.0% of portfolio	2	Q1 2025 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$0 0.0% of portfolio	9	Q1 2025 New
TAN Invesco ETF Tr Ii Solar ETF	$0	$0 0.0% of portfolio	1	Q2 2024 New
PCY Invesco Fd Tr Ii Emerging Mkts	$0	$0 0.0% of portfolio	17	Q4 2024 New
SCHI Schwab Strategic Tr 5 10 Yr C	$0	$0 0.0% of portfolio	29	Q1 2025 New
FNDC Schwab Fundamental Intl Small	$0	$0 0.0% of portfolio	24	Q1 2025 New
SCHC Schwab Strategic Tr Intl Small	$0	$0 0.0% of portfolio	23	Q1 2025 New
HAUZ Dbx ETF Tr Xtrackers Internati	$0	$0 0.0% of portfolio	16	Q1 2025 New
SCHH Schwab Strategic U.S. Reit ETF	$0	$0 0.0% of portfolio	19	Q1 2025 New

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