First Personal Financial Services ETFs

First Personal Financial Services

$472 Million
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ITM Vaneck Intermediate Muni ETF	$0	$51,000 0.01% of portfolio	1,102	Q2 2023 Reduced 16.32%
IEFA Ishares Tr	$0	$51,000 0.01% of portfolio	665	Q4 2022 Reduced 43.26%
XLE Energy Sector Spdr	$0	$49,000 0.01% of portfolio	560	Q3 2024 Added 2,445.45%
SCHE Schwab Strategic Tr Us Emergin	$0	$48,000 0.01% of portfolio	1,662	Q3 2024 New
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$48,000 0.01% of portfolio	675	Q3 2024 Reduced 65.12%
VB Vanguard Small Cap ETF	$0	$48,000 0.01% of portfolio	205	Q1 2024 Reduced 33.01%
DVY Ishares Tr	$0	$47,000 0.01% of portfolio	350	Q3 2021 Reduced 41.67%
PWV Invesco Exchange Traded Fd Tr	$0	$46,000 0.01% of portfolio	802	Q4 2022 Reduced 11.09%
XMLV Invesco ETF Tr Ii S&P Midcap L	$0	$42,000 0.01% of portfolio	700	Q3 2024 Reduced 71.6%
SDS Proshares Tr Ultrashort S&P 50	$0	$38,000 0.01% of portfolio	1,876	Q3 2024 Reduced 2.14%
USMV Ishares Msci Usa Min Vol Facto	$0	$36,000 0.01% of portfolio	400	Q2 2023 Reduced 17.7%
VGT Vanguard Information Technolog	$0	$29,000 0.01% of portfolio	50	Q3 2024 Added 19.05%
XLK Technology Sector Spdr	$0	$28,000 0.01% of portfolio	125	Q3 2024 Reduced 50.0%
OIH Vaneck ETF Tr Oil Services ETF	$0	$28,000 0.01% of portfolio	102	Q3 2024 New
XLU Utilities Sector Spdr	$0	$27,000 0.01% of portfolio	345	Q3 2023 Reduced 76.61%
QUAL Ishares Msci Usa Quality Facto	$0	$26,000 0.01% of portfolio	150	Q2 2024 Reduced 69.07%
FCG First Tr Exchange Traded Fd	$0	$25,000 0.01% of portfolio	1,068	Q3 2024 New
IYH Ishares Tr	$0	$22,000 0.0% of portfolio	345	Q1 2024 Added 400.0%
XLV Select Sector Spdr Fund Health	$0	$20,000 0.0% of portfolio	135	Q1 2023 Reduced 40.27%
EWQ Ishares Msci France ETF	$0	$20,000 0.0% of portfolio	500	Q2 2024 New
IEMG Ishares Inc	$0	$19,000 0.0% of portfolio	360	Q4 2022 Reduced 53.19%
MBB Ishares Tr	$0	$17,000 0.0% of portfolio	179	Q1 2024 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$16,000 0.0% of portfolio	39	Q1 2024 Reduced 93.66%
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$16,000 0.0% of portfolio	316	Q3 2024 New
SCHX Schwab Strategic Tr Us Large C	$0	$16,000 0.0% of portfolio	250	Q3 2024 New
VBR Vanguard Small Cap Value ETF	$0	$12,000 0.0% of portfolio	63	Q2 2024 Added 800.0%
VBK Vanguard Small Cap Growth ETF	$0	$12,000 0.0% of portfolio	46	Q2 2024 Added 820.0%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$12,000 0.0% of portfolio	250	Q2 2024 Reduced 61.24%
SCHA Schwab Strategic Tr Us Small C	$0	$11,000 0.0% of portfolio	228	Q3 2024 New
DGRO Ishares Core Dividend Growth E	$0	$10,000 0.0% of portfolio	170	Q1 2022 New
IMCV Ishares Morningstar Mid Cap Va	$0	$9,000 0.0% of portfolio	121	Q2 2024 Added 348.15%
BNDX Vanguard Total International B	$0	$9,000 0.0% of portfolio	182	Q1 2024 New
TAN Invesco ETF Tr Ii Solar ETF	$0	$8,000 0.0% of portfolio	195	Q3 2024 Reduced 15.22%
IMCG Ishare Morningstar Mid Cap Gro	$0	$8,000 0.0% of portfolio	114	Q2 2024 Added 776.92%
SCHM Schwab Strategic U.S. Mid Cap	$0	$8,000 0.0% of portfolio	100	Q3 2024 New
BUG Global X Fds Cybersecurity ETF	$0	$8,000 0.0% of portfolio	260	Q3 2022 Reduced 31.58%
KRE Spdr S&P Regional Banking ETF	$0	$7,000 0.0% of portfolio	128	Q3 2024 Reduced 37.56%
IUSV Ishares Core S&P U.S. Value Et	$0	$7,000 0.0% of portfolio	79	Q1 2023 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$7,000 0.0% of portfolio	90	Q1 2024 Reduced 86.2%
IUSG Ishares Core S&P U.S Growth Et	$0	$7,000 0.0% of portfolio	57	Q1 2023 New
IYF Ishares Tr	$0	$6,000 0.0% of portfolio	60	Q4 2020 Added 100.0%
SCHO Schwab Short Term Us Treasury	$0	$4,000 0.0% of portfolio	96	Q1 2024 New
VCIT Vanguard Intermediate Term Cor	$0	$2,000 0.0% of portfolio	35	Q1 2024 New
VTWO Vanguard Russell 2000 ETF	$0	$1,000 0.0% of portfolio	19	Q1 2023 New
ANGL Vaneck ETF Tr Fallen Angel Hig	$0	$1,000 0.0% of portfolio	37	Q1 2024 New
TLT Ishares Barclays 20+ Year Trea	$0	$1,000 0.0% of portfolio	15	Q1 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$1,000 0.0% of portfolio	38	Q2 2024 Reduced 93.35%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$1,000 0.0% of portfolio	86	Q1 2024 New
LQD Ishares Iboxx $ Investment Gra	$0	$1,000 0.0% of portfolio	15	Q1 2024 Reduced 97.1%
VGIT Vanguard Intermediate Term Tre	$0	$0 0.0% of portfolio	5	Q1 2024 New

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