Comprehensive Financial Planning, Inc./Pa ETFs

Comprehensive Financial Planning, Inc./Pa

$127 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
JAAA Janus Detroit Str Tr Janus Hen	$0	$8.62 Billion 6.78% of portfolio	169,797	Q2 2025 Added 2.91%
VOO Vanguard Index Fds S&P 500 ETF	$0	$4.93 Billion 3.88% of portfolio	8,677	Q2 2025 Added 3.03%
XLG Invesco Exchange Traded Fd Tr	$0	$4.77 Billion 3.75% of portfolio	91,481	Q2 2025 Reduced 0.11%
IVV Ishares Core S&P 500 ETF	$0	$3.63 Billion 2.86% of portfolio	5,852	Q2 2025 Added 6.48%
SPY Spdr S&P 500 ETF Trust	$0	$2.34 Billion 1.84% of portfolio	3,791	Q2 2025 Reduced 1.48%
DGRW Wisdomtree Tr Us Quality Divid	$0	$2.1 Billion 1.65% of portfolio	25,024	Q2 2025 Added 3.24%
QQQ Invesco Qqq Trust, Series 1	$0	$1.91 Billion 1.5% of portfolio	3,462	Q2 2025 Added 6.42%
IVW Ishares S&P 500 Growth ETF	$0	$1.87 Billion 1.47% of portfolio	16,981	Q2 2025 Added 0.53%
SCHG Schwab Strategic Tr Us Large C	$0	$1.72 Billion 1.35% of portfolio	58,808	Q2 2025 Added 0.09%
SCHD Schwab Strategic Tr Us Dividen	$0	$1.65 Billion 1.3% of portfolio	62,258	Q2 2025 Reduced 1.81%
QQQM Invesco Exchange Traded Fd Tr	$0	$1.63 Billion 1.28% of portfolio	7,172	Q2 2025 Reduced 3.22%
TSPA T Rowe Price ETF Inc Us Equity	$0	$1.45 Billion 1.14% of portfolio	37,364	Q2 2025 Added 25.14%
SOXX Ishares Semiconductor ETF	$0	$1.42 Billion 1.12% of portfolio	5,956	Q2 2025 Added 66.09%
XMMO Invesco Exchange Traded Fd Tr	$0	$1.2 Billion 0.94% of portfolio	9,322	Q2 2025 Added 26.5%
IGM Ishares Expanded Tech Sector E	$0	$1.13 Billion 0.89% of portfolio	10,090	Q2 2025 Reduced 1.0%
FFTY Innovator Etfs Tr Ibd 50 ETF (	$0	$996 Million 0.78% of portfolio	30,666	Q2 2025 New
FPX First Trust Us Equity Opportun	$0	$993 Million 0.78% of portfolio	6,849	Q2 2025 New
VGT Vanguard Information Technolog	$0	$937 Million 0.74% of portfolio	1,412	Q2 2025 Added 0.14%
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$927 Million 0.73% of portfolio	17,041	Q2 2025 Added 6.71%
JCPB J P Morgan Exchange Traded Fd	$0	$858 Million 0.68% of portfolio	18,234	Q2 2025 Added 1.27%
VO Vanguard Mid Cap ETF	$0	$853 Million 0.67% of portfolio	3,050	Q2 2025 Added 1.23%
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$850 Million 0.67% of portfolio	15,435	Q2 2025 Added 2.89%
PJUL Innovator U.S. Equity Power Bu	$0	$817 Million 0.64% of portfolio	18,623	Q2 2025 Added 1.85%
RSP Invesco S&P 500 Equal Weight E	$0	$756 Million 0.59% of portfolio	4,158	Q2 2025 Added 13.58%
SMH Vaneck ETF Tr Semiconductor Et	$0	$748 Million 0.59% of portfolio	2,681	Q2 2025 Added 436.2%
XLK Technology Sector Spdr	$0	$651 Million 0.51% of portfolio	2,569	Q2 2025 Added 19.77%
DGRO Ishares Core Dividend Growth E	$0	$649 Million 0.51% of portfolio	10,148	Q2 2025 Added 0.5%
VLU Spdr S&P 1500 Value Tilt ETF	$0	$639 Million 0.5% of portfolio	3,327	Q2 2025 Reduced 2.69%
IYW Ishares Dj Us Tech ETF	$0	$630 Million 0.5% of portfolio	3,635	Q2 2025 Added 0.06%
XLF Financial Sector Spdr	$0	$605 Million 0.48% of portfolio	11,552	Q2 2025 Reduced 0.53%
MLPA Global X Mlp ETF	$0	$581 Million 0.46% of portfolio	11,570	Q2 2025 Added 7.62%
MGV Vanguard Mega Cap Value	$0	$546 Million 0.43% of portfolio	4,158	Q2 2025 Added 207.32%
URA Global X Uranium ETF	$0	$505 Million 0.4% of portfolio	13,004	Q2 2025 New
ITOT Ishares Core S&P Total U.S. St	$0	$501 Million 0.39% of portfolio	3,713	Q2 2025 Added 0.3%
SPMO Invesco ETF Tr Ii S&P 500 Mome	$0	$495 Million 0.39% of portfolio	4,403	Q2 2025 Added 37.85%
VNLA Janus Henderson Short Duration	$0	$473 Million 0.37% of portfolio	9,609	Q2 2025 Added 1.24%
JEPI J P Morgan Exchange Traded Fd	$0	$465 Million 0.37% of portfolio	8,186	Q2 2025 Added 36.5%
CDC Victory Portfolios Ii Shs Inco	$0	$465 Million 0.37% of portfolio	7,304	Q2 2025 Added 0.93%
IETC Ishares U S ETF Tr	$0	$451 Million 0.35% of portfolio	4,793	Q2 2025 Added 13.61%
VYM Vanguard Whitehall Fds (Vangua	$0	$416 Million 0.33% of portfolio	3,123	Q2 2025 Added 0.68%
XLU Utilities Sector Spdr	$0	$415 Million 0.33% of portfolio	5,083	Q2 2025 Added 0.65%
IWY Ishares Tr Russell 200 Growth	$0	$409 Million 0.32% of portfolio	1,661	Q2 2025 Added 0.12%
SDVY First Tr ETF Vi Smid Cap Risin	$0	$391 Million 0.31% of portfolio	11,086	Q2 2025 Added 4.83%
MGK Vanguard Mega Cap Growth ETF	$0	$384 Million 0.3% of portfolio	1,049	Q2 2025 Added 0.1%
VHT Vanguard Health Care ETF	$0	$349 Million 0.27% of portfolio	1,406	Q2 2025 Added 0.36%
XMVM Invesco ETF Fd Tr Invesco S&P	$0	$323 Million 0.25% of portfolio	5,799	Q2 2025 Added 0.62%
AIQ Global X Funds Global X Artifi	$0	$321 Million 0.25% of portfolio	7,348	Q2 2025 Added 2.94%
BJUL Innovator U.S. Equity Buffer E	$0	$317 Million 0.25% of portfolio	6,724	Q2 2025 Added 4.26%
SLV I Shares Silver Trust	$18B	$303 Million 0.24% of portfolio	9,247	Q2 2025 Reduced 48.08%
VOE Vanguard Mid Cap Value Index F	$0	$266 Million 0.21% of portfolio	1,616	Q2 2025 Added 0.06%

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