Hcr Wealth Advisors ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
TIP Ishares Tr Tips Bd ETF	$0	$462,000 0.06% of portfolio	4,345	Q2 2024 Added 6.42%
DVY Ishares Tr	$0	$462,000 0.06% of portfolio	3,523	Q2 2024 Added 7.21%
FMB First Tr Exchange Traded Fd Ii	$0	$425,000 0.05% of portfolio	8,344	Q4 2023 Added 85.42%
IYF Ishares Tr	$0	$425,000 0.05% of portfolio	3,851	Q4 2024 Reduced 6.62%
IVE Ishares S&P 500 Value ETF	$0	$423,000 0.05% of portfolio	2,221	Q2 2024 Added 1.83%
XLF Financial Sector Spdr	$0	$421,000 0.05% of portfolio	8,727	Q4 2024 Added 54.54%
SUB Ishares Short Term National Mu	$0	$421,000 0.05% of portfolio	4,000	Q2 2024 Reduced 0.77%
IBB Ishares Biotechnology ETF	$0	$404,000 0.05% of portfolio	3,061	Q4 2024 Reduced 71.41%
HYZD Wisdomtree Tr Interest Rate He	$0	$400,000 0.05% of portfolio	18,000	Q1 2024 Reduced 14.29%
IWF Ishares Russell 1000 Gr ETF	$0	$396,000 0.05% of portfolio	987	Q4 2024 Added 43.67%
EFA Ishares Tr Msci Eafe ETF	$0	$382,000 0.05% of portfolio	5,062	Q4 2023 New
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$371,000 0.05% of portfolio	5,308	Q3 2024 Added 4.12%
IJK Ishares S&P Midcap 400 Growth	$0	$362,000 0.05% of portfolio	3,991	Q4 2023 New
ITA Ishares Tr	$0	$332,000 0.04% of portfolio	2,289	Q4 2024 Reduced 1.08%
SCHA Schwab Strategic Tr Us Small C	$0	$320,000 0.04% of portfolio	12,384	Q4 2024 Added 100.1%
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$315,000 0.04% of portfolio	5,583	Q4 2024 Added 17.22%
SUSA Ishares Tr Msci Usa Esg Select	$0	$313,000 0.04% of portfolio	2,578	Q4 2024 Reduced 1.9%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$303,000 0.04% of portfolio	8,959	Q4 2024 Reduced 6.8%
XLV Select Sector Spdr Fund Health	$0	$303,000 0.04% of portfolio	2,206	Q3 2024 Added 2.32%
URA Global X Uranium ETF	$0	$283,000 0.04% of portfolio	10,585	Q4 2024 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$276,000 0.03% of portfolio	14,948	Q4 2024 Added 98.94%
SHM Spdr Nuveen Bloomberg Short Te	$0	$260,000 0.03% of portfolio	5,500	Q2 2024 Reduced 45.0%
HYMB Spdr Nuveen Bloomberg High Yie	$0	$257,000 0.03% of portfolio	10,050	Q3 2023 Reduced 2.43%
PRF Invesco Exchange Traded Fd Tr	$0	$242,000 0.03% of portfolio	6,000	Q4 2023 New
XLP Consumer Staples Sector Spdr	$0	$217,000 0.03% of portfolio	2,864	Q4 2024 Reduced 4.5%
SCHP Schwab Strategic Us Tips ETF	$0	$217,000 0.03% of portfolio	8,402	Q4 2024 Added 98.11%
IJJ Ishares S&P Midcap 400 Value E	$0	$217,000 0.03% of portfolio	1,737	Q3 2024 New
BLOK Amplify ETF Tr Trnsformational	$0	$216,000 0.03% of portfolio	5,015	Q4 2024 Reduced 28.51%
USFR Wisdomtree Floating Rate Treas	$0	$216,000 0.03% of portfolio	4,309	Q4 2024 New
ILCB Ishares Morningstar U.S. Equit	$0	$205,000 0.03% of portfolio	2,536	Q3 2024 New

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