Finley Financial, LLC ETFs

Finley Financial, LLC

$179 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
HEDJ Wisdomtree Europe Hedged Equit	$0	$309 Million 0.17% of portfolio	6,580	Q4 2024 New
USRT Ishares Core U.S. Reit ETF	$0	$266 Million 0.15% of portfolio	4,780	Q4 2024 New
SHY Ishares Barclays 1 3 Year Trea	$0	$261 Million 0.15% of portfolio	3,145	Q1 2025 Reduced 27.62%
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$250 Million 0.14% of portfolio	10,850	Q4 2024 New
LQD Ishares Iboxx $ Investment Gra	$0	$206 Million 0.11% of portfolio	1,900	Q4 2024 New
EWU Ishs Msci Utd Kingdom ETF	$0	$193 Million 0.11% of portfolio	5,040	Q1 2025 Reduced 18.78%
ESML Ishares Esg Aware Msci Usa Sma	$0	$188 Million 0.1% of portfolio	5,000	Q4 2024 New
EWJ Ishares Msci Japan ETF	$0	$180 Million 0.1% of portfolio	2,500	Q4 2024 New
ESGD Ishares Trust Ishares Esg Awar	$0	$155 Million 0.09% of portfolio	1,830	Q4 2024 New
SUSB Ishares Tr Ishares Esg Aware 1	$0	$154 Million 0.09% of portfolio	6,150	Q4 2024 New
EMB Ishares Tr	$0	$154 Million 0.09% of portfolio	1,700	Q1 2025 Reduced 22.73%
IUSG Ishares Core S&P U.S Growth Et	$0	$153 Million 0.09% of portfolio	1,180	Q4 2024 New
KBWB Invesco ETF Tr Ii Kbw Bank ETF	$0	$137 Million 0.08% of portfolio	2,250	Q4 2024 New
IAT Ishares Tr	$0	$133 Million 0.07% of portfolio	3,000	Q4 2024 New
IUSB Ishares Core Total Usd Bond Ma	$0	$124 Million 0.07% of portfolio	2,700	Q4 2024 New
XLY Select Sector Spdr Consumer Di	$0	$104 Million 0.06% of portfolio	520	Q1 2025 Reduced 76.15%
XLI Industrial Sector Spdr	$0	$103 Million 0.06% of portfolio	790	Q1 2025 Reduced 76.63%
IEF Ishares Barclays	$0	$101 Million 0.06% of portfolio	1,050	Q4 2024 New
DVY Ishares Tr	$0	$94.1 Million 0.05% of portfolio	730	Q4 2024 New
TLT Ishares Barclays 20+ Year Trea	$0	$93.8 Million 0.05% of portfolio	1,040	Q4 2024 New
EWZ Ishares Inc Msci Brazil ETF	$0	$88.1 Million 0.05% of portfolio	3,220	Q4 2024 New
ESGE Ishares, Inc. Ishares Esg Awar	$0	$84.8 Million 0.05% of portfolio	2,420	Q4 2024 New
IBB Ishares Biotechnology ETF	$0	$84.2 Million 0.05% of portfolio	675	Q4 2024 New
EWT Ishares Inc Msci Taiwan ETF	$0	$82.3 Million 0.05% of portfolio	1,745	Q4 2024 New
AIA Ishares S&P Asia 50 ETF	$0	$81.5 Million 0.05% of portfolio	1,170	Q1 2025 Added 34.48%
XLP Consumer Staples Sector Spdr	$0	$76.8 Million 0.04% of portfolio	945	Q1 2025 Reduced 74.15%
IEUR Ishares Tr Ishares Core Msci E	$0	$62.8 Million 0.03% of portfolio	1,005	Q4 2024 New
IUSV Ishares Core S&P U.S. Value Et	$0	$56.8 Million 0.03% of portfolio	640	Q4 2024 New
INDA Ishares Msci India Index Fund	$0	$42.8 Million 0.02% of portfolio	800	Q4 2024 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$42.8 Million 0.02% of portfolio	1,668	Q4 2024 New
IYJ Ishares Tr	$0	$32.7 Million 0.02% of portfolio	255	Q4 2024 New
XT Ishares Tr Exponential Technol	$0	$29 Million 0.02% of portfolio	500	Q4 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$1.17 Million 0.0% of portfolio	45	Q4 2024 New

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