Founders Financial Alliance, LLC ETFs

Founders Financial Alliance, LLC

$356 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLRE Select Sector Spdr Tr Real Est	$0	$6,000 0.0% of portfolio	155	Q2 2024 Reduced 19.69%
IDU Ishares Tr U S Utils ETF	$0	$5,000 0.0% of portfolio	55	Q2 2024 Added 1.85%
SCHI Schwab Strategic Tr 5 10 Yr C	$0	$5,000 0.0% of portfolio	244	Q4 2024 Added 100.0%
SPGP Invesco Exchange Traded Fd Tr	$0	$5,000 0.0% of portfolio	57	Q1 2024 New
IYF Ishares Tr	$0	$5,000 0.0% of portfolio	50	Q1 2024 Added 66.67%
BOTZ Global X Fds	$0	$5,000 0.0% of portfolio	165	Q4 2024 Added 32.0%
ISTB Ihares Core 1 5 Years Usd Bond	$0	$5,000 0.0% of portfolio	108	Q4 2024 New
PUI Invesco Exchange Traded Fd Tr	$0	$5,000 0.0% of portfolio	140	Q4 2024 Added 0.72%
SCHP Schwab Strategic Us Tips ETF	$0	$5,000 0.0% of portfolio	195	Q4 2024 Added 101.03%
DWX Spdr Index Shs Fds S&P Intl Di	$0	$5,000 0.0% of portfolio	161	Q4 2023 Reduced 67.21%
WCLD Wisdomtree Tr Cloud Computing	$0	$5,000 0.0% of portfolio	150	Q3 2024 Reduced 7.41%
IEO Ishares Tr	$0	$4,000 0.0% of portfolio	48	Q3 2024 Added 2.13%
IYK Ishares U.S. Consumer Staples	$0	$4,000 0.0% of portfolio	64	Q3 2024 Added 1.59%
VNQI Vanguard Global Ex U.S. Real	$0	$4,000 0.0% of portfolio	112	Q2 2024 Added 10.89%
IQLT Ishares Msci Intl Quality Fact	$0	$4,000 0.0% of portfolio	134	Q1 2024 New
PBW Invesco Exchange Traded Fd Tr	$0	$4,000 0.0% of portfolio	220	Q2 2023 New
ECLN First Tr Exchange Traded Fd Iv	$0	$3,000 0.0% of portfolio	119	Q4 2024 Added 0.85%
SPTL Spdr Portfolio Long Term Treas	$0	$3,000 0.0% of portfolio	125	Q2 2024 Reduced 83.81%
VGIT Vanguard Intermediate Term Tre	$0	$3,000 0.0% of portfolio	61	Q3 2024 New
PICK Ishares Inc Msci Global Select	$0	$3,000 0.0% of portfolio	110	Q1 2024 Reduced 60.14%
SPTI Spdr Ser Tr Spdr Portfolio Int	$0	$3,000 0.0% of portfolio	113	Q1 2024 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$3,000 0.0% of portfolio	48	Q1 2021 Reduced 34.25%
SCHX Schwab Strategic Tr Us Large C	$0	$3,000 0.0% of portfolio	144	Q4 2024 Added 200.0%
MOO Vaneck Vectors ETF Tr Vaneck A	$0	$3,000 0.0% of portfolio	48	Q1 2024 New
FNDX Schwab Fundamental U S Large C	$0	$3,000 0.0% of portfolio	162	Q4 2024 Added 200.0%
WBAT Wisdomtree Tr Wisdomtree Batte	$0	$3,000 0.0% of portfolio	130	Q4 2024 Added 1.56%
FNDF Schwab Fundamental Intl Large	$0	$2,000 0.0% of portfolio	77	Q3 2024 Added 450.0%
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$2,000 0.0% of portfolio	26	Q2 2023 Reduced 48.0%
FNDA Schwab Fundamental U S Small C	$0	$2,000 0.0% of portfolio	96	Q4 2024 Added 100.0%
IXC Ishares Tr Global Energy ETF	$0	$2,000 0.0% of portfolio	70	Q3 2024 Reduced 62.37%
FTSL First Trust Senior Ln Fund	$0	$2,000 0.0% of portfolio	57	Q3 2024 New
HYLS First Tr Tactical High Yield L	$0	$2,000 0.0% of portfolio	58	Q3 2024 New
DLS Wisdomtree Tr Intl Small Cap D	$0	$2,000 0.0% of portfolio	40	Q2 2024 Added 25.0%
DIM Wisdomtree Tr Intl Midcap Divi	$0	$2,000 0.0% of portfolio	39	Q1 2024 Reduced 33.9%
SLX Vaneck ETF Tr Steel ETF	$0	$2,000 0.0% of portfolio	49	Q1 2024 New
VCLT Vanguard Lg Trm Corp Bd ETF	$0	$2,000 0.0% of portfolio	34	Q3 2024 New
SCHA Schwab Strategic Tr Us Small C	$0	$2,000 0.0% of portfolio	102	Q4 2024 Added 100.0%
PFIG Invesco ETF Tr Ii Fundamental	$0	$2,000 0.0% of portfolio	108	Q2 2024 New
FNDE Schwab Fundamental Emerging Mk	$0	$2,000 0.0% of portfolio	95	Q3 2024 New
XES Spdr Ser Tr Spdr S&P Oil & Gas	$0	$1,000 0.0% of portfolio	25	Q4 2023 Reduced 40.48%
FUTY Fidelity Covington Tr Msci Uti	$0	$1,000 0.0% of portfolio	37	Q2 2024 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$1,000 0.0% of portfolio	29	Q2 2024 Reduced 76.42%
EBND Spdr Bloomberg Emerging Market	$0	$1,000 0.0% of portfolio	66	Q3 2024 New
SPMB Spdr Ser Tr Spdr Portfolio Mor	$0	$1,000 0.0% of portfolio	84	Q1 2024 New
SPIB Spdr Portfolio Intermediate Te	$0	$1,000 0.0% of portfolio	43	Q1 2024 New
PHB Invesco Fd Tr Ii Fundamental H	$0	$1,000 0.0% of portfolio	90	Q4 2020 Reduced 43.75%
CXSE Wisdomtree Tr China Ex State O	$0	$1,000 0.0% of portfolio	55	Q4 2023 New
ILTB Ishares Core 10+ Year Usd Bond	$0	$1,000 0.0% of portfolio	33	Q3 2020 New
ANGL Vaneck ETF Tr Fallen Angel Hig	$0	$1,000 0.0% of portfolio	62	Q2 2024 Added 1.64%
REET Ishares Global Reit ETF	$0	$1,000 0.0% of portfolio	79	Q4 2024 Reduced 72.08%

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