Concurrent Investment Advisors, LLC ETFs

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWO Ishares Russell 2000 Gwt ETF	$0	$316 Million 0.01% of portfolio	1,106	Q2 2025 Reduced 8.29%
SCHI Schwab Strategic Tr 5 10 Yr C	$0	$309 Million 0.01% of portfolio	13,596	Q2 2025 New
SUSA Ishares Tr Msci Usa Esg Select	$0	$306 Million 0.01% of portfolio	2,416	Q2 2025 Added 7.81%
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$302 Million 0.01% of portfolio	12,990	Q2 2025 New
BSCS Invesco ETF Fd Tr Invesco Bull	$0	$299 Million 0.01% of portfolio	14,587	Q2 2025 Reduced 1.66%
CFA Victory Portfolios Ii Shs Us 5	$0	$294 Million 0.01% of portfolio	3,339	Q2 2025 New
JIRE J P Morgan Exchg Traded Fd Tr	$0	$291 Million 0.01% of portfolio	4,126	Q2 2025 New
LCTU Blackrock ETF Tr Us Carbon Tra	$0	$290 Million 0.01% of portfolio	4,305	Q2 2025 Added 29.4%
VOOV Vanguard S&P 500 Value ETF	$0	$288 Million 0.01% of portfolio	1,524	Q2 2025 New
PTIN Pacer Fds Tr Trendpilot Intl E	$0	$283 Million 0.01% of portfolio	9,757	Q1 2025 Reduced 4.56%
FBT First Trust Nyse Arca Biotechn	$0	$282 Million 0.01% of portfolio	1,746	Q2 2025 Added 5.12%
BIZD Vaneck Vectors ETF Tr Bdc Inco	$0	$281 Million 0.01% of portfolio	17,255	Q2 2025 Added 8.82%
IGLB Ishares 10+ Year Investment Gr	$0	$280 Million 0.01% of portfolio	5,571	Q2 2025 Reduced 37.07%
SEIM Sei Exchange Traded Fds Enhncd	$0	$280 Million 0.01% of portfolio	6,630	Q2 2025 New
IDEV Ishares Core Msci Intl Develop	$0	$278 Million 0.01% of portfolio	3,651	Q2 2025 Reduced 21.82%
DIAL Columbia ETF Tr I Diversified	$0	$277 Million 0.01% of portfolio	15,186	Q2 2025 Reduced 6.98%
IWY Ishares Tr Russell 200 Growth	$0	$277 Million 0.01% of portfolio	1,122	Q2 2025 New
SEIV Sei Exchange Traded Fds Enhanc	$0	$275 Million 0.01% of portfolio	7,692	Q2 2025 New
DFUS Dimensional ETF Tr U S Equity	$0	$270 Million 0.01% of portfolio	4,023	Q2 2025 Added 10.67%
IYJ Ishares Tr	$0	$270 Million 0.01% of portfolio	1,894	Q2 2025 Reduced 3.86%
SCHR Schwab Intermediate Term Us Tr	$0	$269 Million 0.01% of portfolio	10,751	Q2 2025 New
ESGD Ishares Trust Ishares Esg Awar	$0	$268 Million 0.01% of portfolio	3,005	Q2 2025 New
UJUL Innovator U.S. Equity Ultra Bu	$0	$265 Million 0.01% of portfolio	7,213	Q2 2025 New
YYY Amplify ETF Tr High Income ETF	$0	$263 Million 0.01% of portfolio	22,501	Q2 2025 Added 20.69%
PSJ Invesco Exchange Traded Fd Tr	$0	$260 Million 0.01% of portfolio	5,291	Q2 2025 Reduced 3.33%
SKYY First Trust Cloud Computing Et	$0	$258 Million 0.0% of portfolio	2,123	Q2 2025 New
VGLT Vanguard Long Term Treasury Et	$0	$258 Million 0.0% of portfolio	4,598	Q2 2025 Added 9.37%
XSMO Invesco S&P Smallcap Momentum	$0	$253 Million 0.0% of portfolio	3,721	Q2 2025 New
XAR Spdr S&P Aerospace & Defense E	$0	$253 Million 0.0% of portfolio	1,199	Q2 2025 New
TFI Spdr Nuveen Bloomberg Municipa	$0	$253 Million 0.0% of portfolio	5,657	Q2 2025 Added 17.17%
QDEF Flexshares Quality Div Defensi	$0	$252 Million 0.0% of portfolio	3,407	Q2 2025 Added 0.47%
STIP Ishares Barclays 0 5 Year Tips	$0	$252 Million 0.0% of portfolio	2,444	Q2 2025 New
FEX First Tr Large Cap Core Alphde	$0	$251 Million 0.0% of portfolio	2,286	Q2 2025 Added 15.11%
DFAT Dimensional ETF Tr U S Target	$0	$250 Million 0.0% of portfolio	4,625	Q2 2025 Added 0.26%
VWOB Vanguard Emerging Mkts Govt Bd	$0	$246 Million 0.0% of portfolio	3,758	Q2 2025 New
IEUR Ishares Tr Ishares Core Msci E	$0	$243 Million 0.0% of portfolio	3,668	Q2 2025 New
MUST Columbia ETF Tr I Multi Sector	$0	$241 Million 0.0% of portfolio	11,965	Q2 2025 New
IYE Ishares Tr	$0	$239 Million 0.0% of portfolio	5,280	Q2 2025 Added 19.3%
UJAN Innovator U.S. Equity Ultra Bu	$0	$239 Million 0.0% of portfolio	5,900	Q2 2025 New
SJNK Spdr Bloomberg Short Term High	$0	$238 Million 0.0% of portfolio	9,350	Q2 2025 New
SPAB Spdr Portfolio Aggregate Bond	$0	$237 Million 0.0% of portfolio	9,261	Q2 2025 New
FUMB First Tr ETF Iii Enhanced Shor	$0	$237 Million 0.0% of portfolio	11,788	Q4 2024 Added 3.43%
BCI Abrdn Etfs Abrdn Bloomberg All	$0	$236 Million 0.0% of portfolio	11,382	Q2 2025 New
EMLC Vaneck ETF Tr J.P. Morgan Em L	$0	$236 Million 0.0% of portfolio	9,320	Q2 2025 New
RING Ishares Inc Msci Global Gold M	$0	$236 Million 0.0% of portfolio	5,386	Q2 2025 New
TDTT Flexshares Tr Iboxx 3 Yr Targe	$0	$231 Million 0.0% of portfolio	9,539	Q2 2025 New
IAK Ishares Tr	$0	$229 Million 0.0% of portfolio	1,704	Q2 2025 Added 9.72%
DGRS Wisdomtree Tr Us Small Cap Qua	$0	$225 Million 0.0% of portfolio	4,839	Q2 2025 Reduced 36.75%
SLYV Spdr S&P 600 Small Cap Value E	$0	$224 Million 0.0% of portfolio	2,803	Q2 2025 New
PAPR Innovator U.S. Equity Power Bu	$0	$223 Million 0.0% of portfolio	5,988	Q2 2025 New

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