Householder Group Estate & Retirement Specialist, LLC ETFs

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
UUP Invesco Db Us Dollar Index Bullish Fund	$1.88B	$25,000 0.01% of portfolio	887	Q3 2024 Reduced 24.77%
ISTB Ihares Core 1 5 Years Usd Bond	$0	$25,000 0.01% of portfolio	532	Q4 2023 Reduced 18.15%
IEO Ishares Tr	$0	$25,000 0.01% of portfolio	279	Q3 2024 Added 0.72%
DWX Spdr Index Shs Fds S&P Intl Di	$0	$25,000 0.01% of portfolio	675	Q3 2023 Reduced 22.86%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$25,000 0.01% of portfolio	44	Q4 2023 Reduced 87.28%
PYZ Invesco Exchange Traded Fd Tr	$0	$24,000 0.01% of portfolio	254	Q3 2024 Added 0.4%
IJS Ishares S&P Smallcap 600 Value	$0	$24,000 0.01% of portfolio	229	Q3 2024 Reduced 69.67%
SCHF Schwab Strategic Tr Intl Eqty	$0	$24,000 0.01% of portfolio	597	Q1 2024 Added 33.56%
VCEB Vanguard World Fd Esg U S Corp	$0	$24,000 0.01% of portfolio	374	Q3 2024 New
DLN Wisdomtree Tr U.S Largecap Div	$0	$24,000 0.01% of portfolio	318	Q3 2024 Reduced 38.61%
XLY Select Sector Spdr Consumer Di	$0	$23,000 0.01% of portfolio	115	Q1 2024 Reduced 37.84%
WDIV Spdr S&P Global Dividend ETF	$0	$23,000 0.01% of portfolio	348	Q3 2024 Added 0.87%
HYMB Spdr Nuveen Bloomberg High Yie	$0	$23,000 0.01% of portfolio	888	Q3 2024 Reduced 55.78%
WINN Harbor ETF Tr Harbor Long Term	$0	$21,000 0.01% of portfolio	850	Q2 2024 Added 240.0%
SCHM Schwab Strategic U.S. Mid Cap	$0	$21,000 0.01% of portfolio	255	Q1 2024 Added 35.64%
CWB Spdr Bloomberg Convertible Sec	$0	$21,000 0.01% of portfolio	281	Q2 2024 New
SPTL Spdr Portfolio Long Term Treas	$0	$21,000 0.01% of portfolio	751	Q3 2024 Reduced 3.59%
HYD Vaneck High Yield Muni ETF	$0	$21,000 0.01% of portfolio	398	Q3 2024 Added 1.27%
DTD Wisdomtree Tr U.S Total Divide	$0	$21,000 0.01% of portfolio	276	Q3 2024 New
QQQM Invesco Exchange Traded Fd Tr	$0	$20,000 0.01% of portfolio	103	Q3 2024 Reduced 3.74%
IWV Ishares Russell 3000 ETF	$0	$20,000 0.01% of portfolio	62	Q3 2024 Reduced 18.42%
BTAL Agf Invts Tr Agfiq Us Mkt Neut	$0	$19,000 0.01% of portfolio	1,014	Q3 2024 Reduced 19.33%
DALI First Tr ETF Vi Dorseywright D	$0	$19,000 0.01% of portfolio	763	Q2 2024 Reduced 21.5%
BOCT Innovator U.S. Equity Buffer E	$0	$19,000 0.01% of portfolio	458	Q4 2023 New
RYU Invesco S&P 500 Equal Weight U	$0	$19,000 0.01% of portfolio	286	Q3 2024 Reduced 15.63%
IHI Ishares Tr Dow Jones Us Medica	$0	$19,000 0.01% of portfolio	324	Q3 2024 Reduced 68.67%
JAVA Jp Morgan ETF Fd Tr Active Val	$0	$19,000 0.01% of portfolio	300	Q2 2024 New
TPYP Managed Portfolio Ser Tortoise	$0	$19,000 0.01% of portfolio	625	Q2 2024 New
SZNE Pacer Fds Tr Cfra Stovall Eql	$0	$19,000 0.01% of portfolio	510	Q4 2023 Reduced 22.73%
XOP Spdr Ser Tr Oil & Gas Explorat	$0	$19,000 0.01% of portfolio	150	Q4 2023 Reduced 50.0%
XLSR Ssga Active Tr Spdr Ssga Us Se	$0	$19,000 0.01% of portfolio	380	Q3 2024 Added 0.26%
AIQ Global X Funds Global X Artifi	$0	$18,000 0.01% of portfolio	500	Q3 2023 New
PSR Invesco Actively	$0	$18,000 0.01% of portfolio	184	Q3 2024 Added 27.78%
MMIT Indexiq Active ETF Tr Iq Macka	$0	$18,000 0.01% of portfolio	750	Q1 2023 New
ISMD Northern Lts Fd Tr Iv	$0	$18,000 0.01% of portfolio	480	Q2 2024 New
SCHP Schwab Strategic Us Tips ETF	$0	$18,000 0.01% of portfolio	341	Q3 2024 Added 0.89%
XSOE Wisdomtree Tr Emerging Mkts Ex	$0	$17,000 0.0% of portfolio	531	Q3 2024 Added 0.57%
FLQM Franklin Templeton ETF Tr Libe	$0	$16,000 0.0% of portfolio	290	Q1 2024 New
HYG Ishares Tr	$0	$16,000 0.0% of portfolio	201	Q2 2024 Added 33.11%
MXI Ishares Global Materials ETF	$0	$15,000 0.0% of portfolio	167	Q1 2023 New
REGL Proshares Tr S&P Midcap 400 Di	$0	$15,000 0.0% of portfolio	189	Q3 2024 Added 0.53%
SCHE Schwab Strategic Tr Us Emergin	$0	$15,000 0.0% of portfolio	541	Q1 2024 Added 28.81%
FNDB Schwab Fundamental U S Broad M	$0	$15,000 0.0% of portfolio	226	Q3 2023 New
WTV Wisdomtree Tr Wisdomtree U.S.	$0	$15,000 0.0% of portfolio	194	Q1 2023 New
DIVO Amplify ETF Tr Amplify Cwp Enh	$0	$14,000 0.0% of portfolio	356	Q3 2024 Added 61.82%
FCG First Tr Exchange Traded Fd	$0	$14,000 0.0% of portfolio	618	Q2 2024 Added 20.0%
FIXD First Tr ETF Viii Tcw Opportun	$0	$14,000 0.0% of portfolio	316	Q3 2024 Added 0.64%
BSCT Invesco Index Fd Tr Bulletshar	$0	$14,000 0.0% of portfolio	764	Q3 2024 Added 1.19%
PSCH Invesco S&P Smallcap Health Ca	$0	$14,000 0.0% of portfolio	306	Q2 2024 Added 168.42%
IFRA Ishares Tr	$0	$14,000 0.0% of portfolio	307	Q3 2023 Added 3.02%

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