Essex Financial Services, Inc. ETFs

Essex Financial Services, Inc.

$1.43 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
KBE Spdr S&P Bank ETF	$0	$289,000 0.02% of portfolio	5,197	Q2 2025 Added 23.83%
AGG Ishares Core U.S. Aggregate Bo	$0	$288,000 0.02% of portfolio	2,904	Q2 2025 New
URA Global X Uranium ETF	$0	$280,000 0.02% of portfolio	7,233	Q2 2025 New
DFAI Dimensional ETF Tr	$0	$280,000 0.02% of portfolio	8,128	Q3 2024 Reduced 12.35%
BND Vanguard Bd Index Fd Inc Total	$0	$275,000 0.02% of portfolio	3,740	Q2 2025 Added 26.57%
ACWX Ishares Msci Acwi Ex Us ETF	$0	$264,000 0.02% of portfolio	4,336	Q2 2025 Added 0.23%
VONG Vanguard Russell 1000 Growth E	$0	$262,000 0.02% of portfolio	2,404	Q2 2025 New
ARKQ Ark Autonomous Technology & Ro	$0	$260,000 0.02% of portfolio	2,923	Q2 2025 New
XHB Spdr Series Tr Spdr S&P Homebu	$0	$258,000 0.02% of portfolio	2,620	Q2 2024 Reduced 3.68%
KWEB Kraneshares Tr Csi China Inter	$0	$252,000 0.02% of portfolio	7,352	Q1 2025 New
IJK Ishares S&P Midcap 400 Growth	$0	$248,000 0.02% of portfolio	2,726	Q2 2025 Added 4.28%
UPRO Proshares Trust Proshares Ultr	$0	$246,000 0.02% of portfolio	2,697	Q2 2025 New
IJJ Ishares S&P Midcap 400 Value E	$0	$238,000 0.02% of portfolio	1,929	Q2 2025 Reduced 19.56%
PFM Invesco Exchange Traded Fd Tr	$0	$236,000 0.02% of portfolio	4,900	Q1 2024 Reduced 19.67%
BUFD First Tr Exc Trd Fd Viii Ft Cb	$0	$236,000 0.02% of portfolio	8,902	Q1 2025 Added 11.25%
VBK Vanguard Small Cap Growth ETF	$0	$232,000 0.02% of portfolio	838	Q2 2025 Reduced 1.18%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$232,000 0.02% of portfolio	3,202	Q2 2025 New
OEF Ishares S&P 100 ETF	$0	$226,000 0.02% of portfolio	850	Q1 2025 Reduced 4.49%
IHDG Wisdomtree Tr	$0	$225,000 0.02% of portfolio	5,000	Q3 2024 New
DFAU Dimensional ETF Tr	$0	$221,000 0.02% of portfolio	5,223	Q2 2025 Reduced 46.49%
VEU Vanguard Ftse All World Ex Us	$0	$216,000 0.02% of portfolio	3,220	Q2 2025 Reduced 2.37%
PHO Invesco Exchange Traded Fd Tr	$0	$209,000 0.01% of portfolio	3,003	Q2 2025 New
XLG Invesco Exchange Traded Fd Tr	$0	$204,000 0.01% of portfolio	3,930	Q2 2025 New
EWJ Ishares Msci Japan ETF	$0	$201,000 0.01% of portfolio	2,691	Q2 2025 New
INFL Listed Fds Tr Horizon Kinetics	$0	$201,000 0.01% of portfolio	4,788	Q2 2025 New
RYE Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	3,016	Q2 2025 Reduced 2.58%

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