Cgc Financial Services, LLC ETFs

Cgc Financial Services, LLC

$296 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BKIE Bny Mellon ETF Tr Internationa	$0	$25.1 Million 0.01% of portfolio	291	Q2 2024 Reduced 17.09%
LIT Global X Fds Global X Lithium	$0	$19.7 Million 0.01% of portfolio	514	Q2 2023 New
XLG Invesco Exchange Traded Fd Tr	$0	$18.2 Million 0.01% of portfolio	350	Q3 2023 Added 900.0%
EFV Msci Eafe Value ETF	$0	$17.8 Million 0.01% of portfolio	280	Q2 2023 New
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$15.9 Million 0.01% of portfolio	325	Q4 2024 Reduced 6.34%
BNDX Vanguard Total International B	$0	$13 Million 0.0% of portfolio	263	Q2 2024 Reduced 50.19%
IQLT Ishares Msci Intl Quality Fact	$0	$12.5 Million 0.0% of portfolio	289	Q3 2023 Reduced 54.49%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$12.4 Million 0.0% of portfolio	246	Q2 2023 New
QQQ Invesco Qqq Trust, Series 1	$0	$12.1 Million 0.0% of portfolio	22	Q2 2025 Reduced 76.09%
FNDX Schwab Fundamental U S Large C	$0	$10.6 Million 0.0% of portfolio	432	Q4 2024 Reduced 59.74%
VEA Vanguard Ftse Developed Market	$0	$10.5 Million 0.0% of portfolio	185	Q2 2024 Reduced 44.78%
DBC Invesco Db Commodity Index Tracking Fund	$3.49B	$10.1 Million 0.0% of portfolio	463	Q4 2024 Added 13.76%
AOA Ishares Tr Core Aggressive All	$0	$9.34 Million 0.0% of portfolio	112	Q1 2025 Reduced 58.05%
PBD Invesco ETF Tr Ii Global Clean	$0	$8.13 Million 0.0% of portfolio	645	Q2 2023 New
VO Vanguard Mid Cap ETF	$0	$7 Million 0.0% of portfolio	25	Q2 2023 New
USMV Ishares Msci Usa Min Vol Facto	$0	$6.38 Million 0.0% of portfolio	68	Q2 2024 Reduced 49.63%
VONG Vanguard Russell 1000 Growth E	$0	$6.01 Million 0.0% of portfolio	55	Q2 2024 Reduced 50.45%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$4.7 Million 0.0% of portfolio	35	Q2 2023 New
DRIV Global X Fds Global X Autonomo	$0	$4.03 Million 0.0% of portfolio	173	Q2 2025 Reduced 12.63%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$3.53 Million 0.0% of portfolio	8	Q2 2023 New
TLH Ishares Barclays 10 20 Yr Trea	$0	$1.93 Million 0.0% of portfolio	19	Q2 2024 Reduced 48.65%
ITOT Ishares Core S&P Total U.S. St	$0	$1.64 Million 0.0% of portfolio	12	Q2 2023 New
XLI Industrial Sector Spdr	$0	$738,000 0.0% of portfolio	5	Q2 2023 New
ICLN Ishares	$0	$39,000 0.0% of portfolio	3	Q3 2023 New

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