Colton Groome Financial Advisors, LLC ETFs

Colton Groome Financial Advisors, LLC

$256 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SCHI Schwab Strategic Tr 5 10 Yr C	$0	$451,000 0.18% of portfolio	20,121	Q1 2025 New
SCHX Schwab Strategic Tr Us Large C	$0	$438,000 0.17% of portfolio	19,855	Q1 2025 New
IVE Ishares S&P 500 Value ETF	$0	$372,000 0.15% of portfolio	1,955	Q1 2025 Reduced 22.11%
XVV Ishares Tr Esg Screened S&P 50	$0	$370,000 0.14% of portfolio	8,655	Q1 2025 Added 36.3%
VDE Vanguard Energy ETF	$0	$341,000 0.13% of portfolio	2,630	Q1 2025 New
VIG Vanguard Dividend Appreciation	$0	$335,000 0.13% of portfolio	1,840	Q1 2025 Reduced 15.79%
VTV Vanguard Value ETF	$0	$310,000 0.12% of portfolio	1,796	Q1 2025 Reduced 14.84%
VGT Vanguard Information Technolog	$0	$309,000 0.12% of portfolio	570	Q1 2025 New
TOTL Ssga Active ETF Tr Spdr Doblel	$0	$289,000 0.11% of portfolio	7,178	Q1 2025 Reduced 12.11%
IEF Ishares Barclays	$0	$287,000 0.11% of portfolio	3,010	Q1 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$287,000 0.11% of portfolio	6,350	Q1 2025 Added 4.17%
ITOT Ishares Core S&P Total U.S. St	$0	$267,000 0.1% of portfolio	2,189	Q1 2025 Reduced 8.94%
EAGG Ishares Esg Aware U.S. Aggrega	$0	$261,000 0.1% of portfolio	5,515	Q1 2025 Added 0.36%
SPY Spdr S&P 500 ETF Trust	$0	$259,000 0.1% of portfolio	464	Q1 2025 Reduced 55.43%
BOND Pimco Active Bond Exchange Tra	$0	$248,000 0.1% of portfolio	2,691	Q1 2025 New
DGRO Ishares Core Dividend Growth E	$0	$243,000 0.09% of portfolio	3,938	Q1 2025 New
EWJ Ishares Msci Japan ETF	$0	$239,000 0.09% of portfolio	3,488	Q1 2025 Reduced 7.33%
XLRE Select Sector Spdr Tr Real Est	$0	$239,000 0.09% of portfolio	5,719	Q1 2025 Reduced 39.7%
SCHV Schwab Strategic Tr Us Large C	$0	$216,000 0.08% of portfolio	8,144	Q1 2025 Reduced 28.37%
VEU Vanguard Ftse All World Ex Us	$0	$214,000 0.08% of portfolio	3,535	Q4 2024 Reduced 5.96%
XLG Invesco Exchange Traded Fd Tr	$0	$211,000 0.08% of portfolio	4,600	Q1 2025 New
JMBS Janus Detroit Str Tr Henderson	$0	$208,000 0.08% of portfolio	4,607	Q1 2025 Reduced 13.5%
IBMN Ishares Tr Ibonds Dec 2025 Ter	$0	$207,000 0.08% of portfolio	7,750	Q1 2025 Reduced 19.1%
EFAX Spdr Index Shs Fds Msci Eafe F	$0	$202,000 0.08% of portfolio	4,715	Q1 2025 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$202,000 0.08% of portfolio	2,890	Q1 2025 New
IEI Ishares Barclays 3 7 Yr Treas	$0	$199,000 0.08% of portfolio	1,691	Q1 2025 New

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