Concurrent Investment Advisors, LLC ETFs

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
PFF Ishares Trust Ishares Pfd And	$0	$3.44 Billion 0.06% of portfolio	108,884	Q3 2025 Added 13.11%
RYT Invesco S&P 500 Equal Weight T	$0	$3.41 Billion 0.06% of portfolio	76,480	Q3 2025 Reduced 4.44%
TLH Ishares Barclays 10 20 Yr Trea	$0	$3.39 Billion 0.06% of portfolio	32,962	Q3 2025 Added 62.11%
SDY Spdr Series Tr Spdr S&P Divide	$0	$3.38 Billion 0.06% of portfolio	24,170	Q3 2025 Added 2.25%
BLV Vanguard Bd Index Fd Inc Long	$0	$3.32 Billion 0.06% of portfolio	46,866	Q3 2025 Reduced 3.36%
HYLS First Tr Tactical High Yield L	$0	$3.25 Billion 0.06% of portfolio	77,265	Q3 2025 Reduced 1.82%
MBB Ishares Tr	$0	$3.24 Billion 0.06% of portfolio	34,093	Q3 2025 Added 10.75%
DGRO Ishares Core Dividend Growth E	$0	$3.23 Billion 0.06% of portfolio	47,481	Q3 2025 Added 28.31%
GTO Invesco Actively Managed ETF T	$0	$3.21 Billion 0.06% of portfolio	67,590	Q3 2025 Added 25.32%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$3.21 Billion 0.05% of portfolio	40,111	Q3 2025 Added 17.54%
DFAI Dimensional ETF Tr	$0	$3.18 Billion 0.05% of portfolio	87,373	Q3 2025 Added 20.93%
KNG Ft Cboe Vest S&P 500 Dividend	$0	$3.17 Billion 0.05% of portfolio	64,317	Q3 2025 Added 4.87%
CGGO Capital Group Global Growth Eq	$0	$3.15 Billion 0.05% of portfolio	92,303	Q3 2025 Added 29.1%
VDE Vanguard Energy ETF	$0	$3.13 Billion 0.05% of portfolio	24,842	Q3 2025 Added 8.13%
ITOT Ishares Core S&P Total U.S. St	$0	$3.04 Billion 0.05% of portfolio	20,861	Q3 2025 Added 7.9%
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$3.01 Billion 0.05% of portfolio	125,699	Q3 2025 Added 378.56%
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$3 Billion 0.05% of portfolio	68,609	Q3 2025 Reduced 3.98%
LVHI Franklin International Low Vol	$0	$2.97 Billion 0.05% of portfolio	85,539	Q3 2025 Added 48.31%
XYLD Global X Fds S&P 500 Covered C	$0	$2.93 Billion 0.05% of portfolio	74,614	Q3 2025 Reduced 8.78%
VV Vanguard Large Cap ETF	$0	$2.88 Billion 0.05% of portfolio	9,339	Q3 2025 Added 9.46%
HYS Pimco ETF Tr 1 5 Yr High Yield	$0	$2.84 Billion 0.05% of portfolio	29,670	Q3 2025 Added 6.17%
FTHI First Trust Exchange Traded Fd	$0	$2.73 Billion 0.05% of portfolio	115,082	Q3 2025 Added 23.26%
HEDJ Wisdomtree Europe Hedged Equit	$0	$2.72 Billion 0.05% of portfolio	54,065	Q3 2025 Reduced 2.52%
VNLA Janus Henderson Short Duration	$0	$2.69 Billion 0.05% of portfolio	54,651	Q3 2025 Added 48.33%
VMBS Vanguard Mortg Backed Sec ETF	$0	$2.67 Billion 0.05% of portfolio	56,811	Q3 2025 Reduced 5.68%
EPS Wisdomtree U.S. Largecap Fund	$0	$2.64 Billion 0.05% of portfolio	38,303	Q3 2025 Added 1.75%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$2.63 Billion 0.05% of portfolio	34,392	Q3 2025 Reduced 87.34%
SLV I Shares Silver Trust	$25B	$2.62 Billion 0.04% of portfolio	61,862	Q3 2025 Reduced 10.84%
FTGC First Trust Global Tactical CO	$0	$2.5 Billion 0.04% of portfolio	96,615	Q3 2025 Reduced 28.81%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$2.47 Billion 0.04% of portfolio	57,782	Q3 2025 Reduced 10.19%
SCHF Schwab Strategic Tr Intl Eqty	$0	$2.47 Billion 0.04% of portfolio	106,076	Q3 2025 Added 18.07%
VTWG Vanguard Russell 2000 Growth E	$0	$2.46 Billion 0.04% of portfolio	10,514	Q3 2025 Reduced 11.94%
SCHV Schwab Strategic Tr Us Large C	$0	$2.46 Billion 0.04% of portfolio	84,337	Q3 2025 Reduced 1.1%
HEFA Ishares Currency Hedged Msci E	$0	$2.45 Billion 0.04% of portfolio	61,963	Q3 2025 Reduced 37.46%
JHMM John Hancock Multifactor Mid C	$0	$2.44 Billion 0.04% of portfolio	37,722	Q3 2025 Added 11.97%
FPE First Tr Pfd Secs & Income ETF	$0	$2.44 Billion 0.04% of portfolio	133,547	Q3 2025 Reduced 39.22%
DXJ Wisdomtree Trust Japan Hedged	$0	$2.42 Billion 0.04% of portfolio	18,899	Q3 2025 Reduced 15.07%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$2.33 Billion 0.04% of portfolio	42,986	Q3 2025 Added 7.26%
JMEE J P Morgan Exchange Traded Fd	$0	$2.32 Billion 0.04% of portfolio	36,586	Q3 2025 Added 12.14%
VBK Vanguard Small Cap Growth ETF	$0	$2.32 Billion 0.04% of portfolio	7,782	Q3 2025 Reduced 6.62%
TDIV First Trust Nasdaq Technology	$0	$2.26 Billion 0.04% of portfolio	22,951	Q3 2025 Added 33.48%
MGC Vanguard Mega Cap ETF	$0	$2.26 Billion 0.04% of portfolio	9,264	Q3 2025 Added 8.31%
PTNQ Pacer Fds Tr Trendpliot 100 Et	$0	$2.21 Billion 0.04% of portfolio	28,551	Q2 2025 Reduced 4.89%
RWL Invesco Exchange Traded Fd Tr	$0	$2.21 Billion 0.04% of portfolio	19,985	Q3 2025 Added 6.12%
STPZ Pimco ETF Tr 1 5 Yr Us Tips In	$0	$2.19 Billion 0.04% of portfolio	40,424	Q3 2025 Reduced 0.52%
DFAU Dimensional ETF Tr	$0	$2.18 Billion 0.04% of portfolio	47,739	Q3 2025 Added 124.16%
VEU Vanguard Ftse All World Ex Us	$0	$2.16 Billion 0.04% of portfolio	30,270	Q3 2025 Added 8.83%
LQD Ishares Iboxx $ Investment Gra	$0	$2.15 Billion 0.04% of portfolio	19,320	Q3 2025 Reduced 1.7%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$2.14 Billion 0.04% of portfolio	45,572	Q3 2025 Added 2.99%
VIS Vanguard Industrial ETF	$0	$2.12 Billion 0.04% of portfolio	7,166	Q3 2025 Reduced 0.89%

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