Concord Wealth Partners ETFs

Concord Wealth Partners

$599 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLI Industrial Sector Spdr	$0	$6,000 0.0% of portfolio	50	Q1 2025 Reduced 45.05%
FSTA Fidelity Covington Tr Msci Con	$0	$5,000 0.0% of portfolio	101	Q4 2024 New
BSV Vanguard Bd Index Fd Inc Short	$0	$5,000 0.0% of portfolio	74	Q1 2025 Added 1.37%
IYF Ishares Tr	$0	$5,000 0.0% of portfolio	45	Q4 2024 New
EMGF Ishares Msci Emerging Markets	$0	$5,000 0.0% of portfolio	128	Q2 2023 New
IYE Ishares Tr	$0	$5,000 0.0% of portfolio	108	Q2 2024 Reduced 39.33%
VNQ Vanguard Specialized Funds Van	$0	$4,000 0.0% of portfolio	51	Q4 2024 Added 2.0%
SCHF Schwab Strategic Tr Intl Eqty	$0	$4,000 0.0% of portfolio	206	Q4 2024 Reduced 49.63%
LIT Global X Fds Global X Lithium	$0	$4,000 0.0% of portfolio	105	Q1 2025 New
IBB Ishares Biotechnology ETF	$0	$4,000 0.0% of portfolio	39	Q3 2024 Reduced 9.3%
BKLC Bny Mellon ETF Tr Us Large Cap	$0	$4,000 0.0% of portfolio	44	Q1 2025 New
ICF Ishares Tr	$0	$4,000 0.0% of portfolio	72	Q4 2022 New
IXN Ishares Global Information Tec	$0	$4,000 0.0% of portfolio	53	Q2 2024 Reduced 39.77%
NANR Spdr Index Shs Fds S&P North A	$0	$4,000 0.0% of portfolio	87	Q4 2024 Added 2.35%
EFG Msci Eafe Growth ETF	$0	$3,000 0.0% of portfolio	36	Q2 2024 Reduced 63.64%
COMT Ishares U.S. ETF Trust Gsci CO	$0	$3,000 0.0% of portfolio	138	Q2 2024 Reduced 45.24%
IEF Ishares Barclays	$0	$3,000 0.0% of portfolio	33	Q1 2025 New
VTWG Vanguard Russell 2000 Growth E	$0	$3,000 0.0% of portfolio	17	Q4 2023 Reduced 77.33%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$3,000 0.0% of portfolio	74	Q1 2025 Reduced 90.56%
DFEV Dimensional ETF Tr Emerging Mk	$0	$2,000 0.0% of portfolio	74	Q1 2025 New
BBIN J P Morgan Exch Traded Fd Tr B	$0	$2,000 0.0% of portfolio	44	Q1 2025 New
BWX Spdr Bloomberg International T	$0	$2,000 0.0% of portfolio	127	Q4 2024 Added 0.79%
ACIO ETF Ser Solutions Aptus Collar	$0	$2,000 0.0% of portfolio	60	Q1 2025 New
SCHO Schwab Short Term Us Treasury	$0	$2,000 0.0% of portfolio	120	Q4 2024 Added 100.0%
GSEW Goldman Sachs Tr Eql Weight Us	$0	$2,000 0.0% of portfolio	39	Q1 2025 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$1,000 0.0% of portfolio	24	Q1 2025 New
ARKW Ark Next Generation Internet E	$0	$1,000 0.0% of portfolio	21	Q2 2023 Reduced 27.59%
BNDX Vanguard Total International B	$0	$1,000 0.0% of portfolio	23	Q4 2024 Added 4.55%
ARKF Ark ETF Tr Fintech Innovation	$0	$1,000 0.0% of portfolio	39	Q1 2024 New
DISV Dimensional ETF Tr Dimensional	$0	$1,000 0.0% of portfolio	35	Q1 2025 New
DXJ Wisdomtree Trust Japan Hedged	$0	$1,000 0.0% of portfolio	15	Q1 2025 Reduced 95.48%
HEDJ Wisdomtree Europe Hedged Equit	$0	$1,000 0.0% of portfolio	37	Q4 2024 Reduced 92.73%
VHT Vanguard Health Care ETF	$0	$1,000 0.0% of portfolio	4	Q1 2025 New
WCBR Wisdomtree Tr Cybersecurity Fu	$0	$1,000 0.0% of portfolio	50	Q4 2022 New
ONLN Proshares Tr Online Retail ETF	$0	$1,000 0.0% of portfolio	43	Q3 2024 Reduced 6.52%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$1,000 0.0% of portfolio	172	Q3 2024 Reduced 8.51%
GINN Goldman Sachs ETF Tr Innovate	$0	$1,000 0.0% of portfolio	27	Q1 2024 Reduced 25.0%
FUTY Fidelity Covington Tr Msci Uti	$0	$1,000 0.0% of portfolio	29	Q3 2024 Reduced 9.38%
ROBT First Tr Exchange Traded Fd Vi	$0	$1,000 0.0% of portfolio	35	Q3 2023 New
EZU Ishares Inc Msci Eurozone ETF	$0	$1,000 0.0% of portfolio	36	Q4 2024 Reduced 73.33%
IWO Ishares Russell 2000 Gwt ETF	$0	$1,000 0.0% of portfolio	6	Q4 2024 Reduced 84.21%
TLT Ishares Barclays 20+ Year Trea	$0	$1,000 0.0% of portfolio	20	Q1 2025 Reduced 72.22%
MCHI Ishares Msci China ETF	$0	$1,000 0.0% of portfolio	25	Q4 2024 New
IWF Ishares Russell 1000 Gr ETF	$0	$1,000 0.0% of portfolio	3	Q4 2024 Reduced 93.33%
IAU Ishares Gold Trust	$53.8B	$1,000 0.0% of portfolio	31	Q4 2024 Reduced 78.47%
VDE Vanguard Energy ETF	$0	$0 0.0% of portfolio	4	Q1 2025 New
DJP Barclays Bank PLC	$0	$0 0.0% of portfolio	14	Q4 2024 Reduced 74.55%
VNQI Vanguard Global Ex U.S. Real	$0	$0 0.0% of portfolio	2	Q2 2024 New
PLW Invesco 1 30 Laddered Treasury	$0	$0 0.0% of portfolio	5,442	Q1 2025 Reduced 21.63%
PPA Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	5	Q1 2025 New

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