Comprehensive Financial Planning, Inc./Pa ETFs

Comprehensive Financial Planning, Inc./Pa

$103 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
USVM Victory Portfolios Ii Victorys	$0	$183 Million 0.18% of portfolio	2,199	Q1 2025 Added 40.06%
IYT Ishares Tr U.S. Transportation	$0	$181 Million 0.18% of portfolio	2,829	Q1 2025 Added 0.32%
MGV Vanguard Mega Cap Value	$0	$174 Million 0.17% of portfolio	1,353	Q1 2025 Added 0.52%
IWN Ishares Russell2000 Val ETF	$0	$166 Million 0.16% of portfolio	1,096	Q1 2025 Reduced 23.46%
IGV Ishares Expanded Tech Software	$0	$162 Million 0.16% of portfolio	1,825	Q4 2024 New
RPV Invesco Exchange Traded Fd Tr	$0	$133 Million 0.13% of portfolio	1,437	Q1 2025 Added 0.49%
TFLO Ishares Treasury Floating Rate	$0	$131 Million 0.13% of portfolio	2,583	Q1 2025 Added 0.39%
VUG Vanguard Growth ETF	$0	$116 Million 0.11% of portfolio	312	Q4 2024 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$114 Million 0.11% of portfolio	213	Q4 2024 New
IWM Ishares Russell 2000 ETF	$0	$109 Million 0.11% of portfolio	548	Q1 2025 Reduced 27.61%
SMH Vaneck ETF Tr Semiconductor Et	$0	$106 Million 0.1% of portfolio	500	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$101 Million 0.1% of portfolio	969	Q1 2025 Added 0.21%
AGG Ishares Core U.S. Aggregate Bo	$0	$98.1 Million 0.1% of portfolio	992	Q1 2025 Reduced 11.51%
IXUS Ishares Tr	$0	$94.5 Million 0.09% of portfolio	1,353	Q1 2025 Reduced 0.07%
IWL Ishares Tr Russell 200 ETF	$0	$90.8 Million 0.09% of portfolio	660	Q1 2025 Added 0.15%
MTUM Ishares Msci Usa Momentum Fact	$0	$86.8 Million 0.08% of portfolio	429	Q1 2025 Added 0.23%
IWR Ishares Russell Mid Cap ETF	$0	$84.3 Million 0.08% of portfolio	991	Q1 2025 Added 0.1%
JHMM John Hancock Multifactor Mid C	$0	$83.9 Million 0.08% of portfolio	1,463	Q1 2025 Reduced 0.07%
AVDE American Centy ETF Tr Avantis	$0	$77.5 Million 0.08% of portfolio	1,169	Q1 2025 Added 0.69%
VOOV Vanguard S&P 500 Value ETF	$0	$74.6 Million 0.07% of portfolio	405	Q1 2025 Added 0.25%
IXC Ishares Tr Global Energy ETF	$0	$67.4 Million 0.07% of portfolio	1,603	Q4 2024 New
XLC Select Sector Spdr Tr Communic	$0	$64.7 Million 0.06% of portfolio	670	Q1 2025 Added 0.3%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$59.5 Million 0.06% of portfolio	141	Q1 2025 Reduced 15.57%
IWF Ishares Russell 1000 Gr ETF	$0	$58 Million 0.06% of portfolio	160	Q1 2025 Reduced 23.81%
SCHO Schwab Short Term Us Treasury	$0	$56.2 Million 0.05% of portfolio	2,307	Q1 2025 Added 1.72%
VV Vanguard Large Cap ETF	$0	$54.8 Million 0.05% of portfolio	213	Q1 2025 Added 0.47%
VB Vanguard Small Cap ETF	$0	$54.8 Million 0.05% of portfolio	246	Q1 2025 Reduced 85.18%
VTWO Vanguard Russell 2000 ETF	$0	$54.7 Million 0.05% of portfolio	678	Q1 2025 Added 0.3%
LIT Global X Fds Global X Lithium	$0	$54 Million 0.05% of portfolio	1,391	Q1 2025 Added 0.29%
AOM Ishares Tr Core Moderate Alloc	$0	$51.3 Million 0.05% of portfolio	1,169	Q1 2025 Reduced 0.09%
IYG Ishares Tr	$0	$50.5 Million 0.05% of portfolio	643	Q1 2025 Added 0.31%
VOT Vanguard Mid Cap Growth Index	$0	$48.9 Million 0.05% of portfolio	200	Q4 2024 New
RYT Invesco S&P 500 Equal Weight T	$0	$46.1 Million 0.04% of portfolio	1,348	Q1 2025 Reduced 20.43%
IBB Ishares Biotechnology ETF	$0	$45.9 Million 0.04% of portfolio	358	Q1 2025 Reduced 0.28%
BSV Vanguard Bd Index Fd Inc Short	$0	$45 Million 0.04% of portfolio	575	Q1 2025 Reduced 5.89%
VTV Vanguard Value ETF	$0	$44.7 Million 0.04% of portfolio	258	Q1 2025 Added 0.39%
LGLV Spdr Ssga Us Large Cap Low Vol	$0	$43.6 Million 0.04% of portfolio	250	Q4 2024 New
MGC Vanguard Mega Cap ETF	$0	$42.7 Million 0.04% of portfolio	212	Q1 2025 Added 0.47%
AOR Ishares Tr Core Growth Allocat	$0	$38.7 Million 0.04% of portfolio	672	Q1 2025 Reduced 0.59%
IEFA Ishares Tr	$0	$38.5 Million 0.04% of portfolio	509	Q1 2025 Added 19.2%
VIG Vanguard Dividend Appreciation	$0	$38.1 Million 0.04% of portfolio	196	Q4 2024 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$36.8 Million 0.04% of portfolio	559	Q4 2024 New
RECS Columbia ETF Tr I	$0	$35.7 Million 0.03% of portfolio	1,075	Q1 2025 Reduced 0.09%
TPLC Timothy Plan U S Large/Mid Cap	$0	$34.6 Million 0.03% of portfolio	814	Q4 2024 New
DLN Wisdomtree Tr U.S Largecap Div	$0	$34.4 Million 0.03% of portfolio	433	Q1 2025 Added 0.23%
IHI Ishares Tr Dow Jones Us Medica	$0	$34.1 Million 0.03% of portfolio	566	Q4 2024 New
FTLS First Tr Long/Short Equity ETF	$0	$33 Million 0.03% of portfolio	515	Q1 2025 Reduced 5.85%
ACWX Ishares Msci Acwi Ex Us ETF	$0	$32.2 Million 0.03% of portfolio	581	Q4 2024 New
IJK Ishares S&P Midcap 400 Growth	$0	$31.5 Million 0.03% of portfolio	377	Q1 2025 Reduced 22.9%
XMLV Invesco ETF Tr Ii S&P Midcap L	$0	$28.2 Million 0.03% of portfolio	456	Q1 2025 Added 0.66%

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