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
FTC First Tr Lge Cap Growth	$0	$27.5 Million 0.03% of portfolio	209	Q4 2024 New
IJJ Ishares S&P Midcap 400 Value E	$0	$25 Million 0.02% of portfolio	208	Q1 2025 Reduced 27.27%
VXUS Vanguard Star Fd Vanguard Tota	$0	$23.8 Million 0.02% of portfolio	383	Q4 2024 New
JSCP Jp Morgan Exch Traded Fd Tr Sh	$0	$23.3 Million 0.02% of portfolio	493	Q1 2025 Added 1.02%
IAT Ishares Tr	$0	$21.9 Million 0.02% of portfolio	469	Q1 2025 Added 0.43%
CWS Advisorshares Tr Advisorshares	$0	$21.6 Million 0.02% of portfolio	329	Q1 2025 Reduced 0.3%
AVUV American Centy ETF Tr Avantis	$0	$21.4 Million 0.02% of portfolio	245	Q1 2025 Reduced 61.17%
FBND Fidelity Merrimack Str Tr Tota	$0	$19.6 Million 0.02% of portfolio	429	Q1 2025 New
SCHV Schwab Strategic Tr Us Large C	$0	$18.3 Million 0.02% of portfolio	688	Q1 2025 Added 19.44%
AVEM American Centy ETF Tr Avantis	$0	$18 Million 0.02% of portfolio	299	Q1 2025 Reduced 0.33%
TDIV First Trust Nasdaq Technology	$0	$18 Million 0.02% of portfolio	245	Q4 2024 New
XLV Select Sector Spdr Fund Health	$0	$17.4 Million 0.02% of portfolio	119	Q4 2024 New
VEA Vanguard Ftse Developed Market	$0	$17.4 Million 0.02% of portfolio	342	Q4 2024 New
PAVE Global X Fds Us Infrastructure	$0	$17.4 Million 0.02% of portfolio	460	Q1 2025 Reduced 4.56%
BND Vanguard Bd Index Fd Inc Total	$0	$16.9 Million 0.02% of portfolio	230	Q1 2025 New
XMHQ Invesco Exchange Traded Fd Tr	$0	$16.6 Million 0.02% of portfolio	180	Q1 2025 Reduced 99.25%
IWD Ishares Russell 1000 Val ETF	$0	$16 Million 0.02% of portfolio	85	Q1 2025 Added 39.34%
LQD Ishares Iboxx $ Investment Gra	$0	$13.3 Million 0.01% of portfolio	122	Q4 2024 New
VONE Vanguard Russell 1000 ETF	$0	$12.9 Million 0.01% of portfolio	51	Q4 2024 New
XHE Spdr Ser Tr S&P Health Care Eq	$0	$12.3 Million 0.01% of portfolio	150	Q4 2024 New
BITQ Exchange Traded Concepts Tr Bi	$0	$12.1 Million 0.01% of portfolio	1,000	Q4 2024 New
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$12.1 Million 0.01% of portfolio	323	Q1 2025 Added 0.31%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$12.1 Million 0.01% of portfolio	239	Q1 2025 Added 1.27%
DFAS Dimensional ETF Tr U S Small C	$0	$11.7 Million 0.01% of portfolio	195	Q4 2024 New
WTAI Wisdomtree Tr Artificial Intel	$0	$11.4 Million 0.01% of portfolio	601	Q1 2025 Reduced 45.56%
VYMI Vanguard Whitehall Fds Intl Hi	$0	$11.1 Million 0.01% of portfolio	151	Q4 2024 New
IEMG Ishares Inc	$0	$11.1 Million 0.01% of portfolio	205	Q1 2025 Added 46.43%
VTWV Vanguard Russell 2000 Value Et	$0	$10.6 Million 0.01% of portfolio	80	Q4 2024 New
VONG Vanguard Russell 1000 Growth E	$0	$10.4 Million 0.01% of portfolio	112	Q4 2024 New
IUSB Ishares Core Total Usd Bond Ma	$0	$9.95 Million 0.01% of portfolio	216	Q4 2024 New
XLP Consumer Staples Sector Spdr	$0	$9.84 Million 0.01% of portfolio	120	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$8.75 Million 0.01% of portfolio	150	Q4 2024 New
IXG Ishares Global Fin'L ETF	$0	$8.65 Million 0.01% of portfolio	84	Q4 2024 New
GBTC Grayscale Bitcoin Trust (Btc)	$59.6B	$8.41 Million 0.01% of portfolio	129	Q4 2024 New
RYF Invesco S&P 500 Equal Weight F	$0	$7.83 Million 0.01% of portfolio	108	Q4 2024 New
JMST Jp Morgan Ultra Short Mun Inco	$0	$7.82 Million 0.01% of portfolio	153	Q4 2024 New
SPMB Spdr Ser Tr Spdr Portfolio Mor	$0	$7.52 Million 0.01% of portfolio	341	Q4 2024 New
XLY Select Sector Spdr Consumer Di	$0	$7.5 Million 0.01% of portfolio	38	Q4 2024 New
DVY Ishares Tr	$0	$7.12 Million 0.01% of portfolio	53	Q4 2024 New
OEF Ishares S&P 100 ETF	$0	$6.04 Million 0.01% of portfolio	22	Q4 2024 New
JAVA Jp Morgan ETF Fd Tr Active Val	$0	$6.01 Million 0.01% of portfolio	94	Q4 2024 New
VIS Vanguard Industrial ETF	$0	$5.94 Million 0.01% of portfolio	24	Q4 2024 New
FVD First Tr Value Line Divid Inde	$0	$5.04 Million 0.0% of portfolio	113	Q4 2024 New
FXI Ishares Tr	$0	$5.02 Million 0.0% of portfolio	140	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$4.48 Million 0.0% of portfolio	99	Q4 2024 New
XLI Industrial Sector Spdr	$0	$4.45 Million 0.0% of portfolio	33	Q1 2025 Reduced 2.94%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$4.17 Million 0.0% of portfolio	106	Q4 2024 New
EMLP First Tr Exchange Traded Iv	$0	$3.97 Million 0.0% of portfolio	106	Q4 2024 New
JSMD Janus Detr Str Tr Henderson Sm	$0	$3.88 Million 0.0% of portfolio	55	Q1 2025 Reduced 8.33%
EFA Ishares Tr Msci Eafe ETF	$0	$3.56 Million 0.0% of portfolio	43	Q1 2025 Reduced 2.27%

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