Howe & Rusling Inc ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWN Ishares Russell2000 Val ETF	$0	$318,000 0.03% of portfolio	2,108	Q4 2024 Reduced 2.41%
GBTC Grayscale Bitcoin Trust (Btc)	$62.3B	$317,000 0.03% of portfolio	4,873	Q1 2025 Reduced 0.08%
DWM Wisdomtree Tr	$0	$310,000 0.03% of portfolio	5,337	Q1 2025 New
IWM Ishares Russell 2000 ETF	$0	$309,000 0.03% of portfolio	1,552	Q1 2025 Added 40.07%
IJS Ishares S&P Smallcap 600 Value	$0	$295,000 0.02% of portfolio	3,032	Q1 2025 Added 0.5%
IWV Ishares Russell 3000 ETF	$0	$287,000 0.02% of portfolio	906	Q1 2025 Added 285.53%
VUG Vanguard Growth ETF	$0	$285,000 0.02% of portfolio	771	Q1 2025 Added 54.82%
QYLD Global X Fdsnasdaq 100 Covered	$0	$278,000 0.02% of portfolio	16,745	Q1 2025 New
BSV Vanguard Bd Index Fd Inc Short	$0	$274,000 0.02% of portfolio	3,501	Q1 2025 Added 26.16%
QQQ Invesco Qqq Trust, Series 1	$0	$271,000 0.02% of portfolio	579	Q1 2025 Added 34.03%
FGD First Tr Exchange Trd Fd Ii Fi	$0	$264,000 0.02% of portfolio	10,914	Q1 2025 Added 2.71%
FNDF Schwab Fundamental Intl Large	$0	$255,000 0.02% of portfolio	7,072	Q1 2025 Added 35.22%
VIG Vanguard Dividend Appreciation	$0	$253,000 0.02% of portfolio	1,394	Q1 2025 New
IWP Ishares Russell Mid Cap Growth	$0	$248,000 0.02% of portfolio	2,118	Q1 2025 Added 292.22%
BLES Northern Lts Fd Tr Iv Inspire	$0	$246,000 0.02% of portfolio	6,522	Q1 2023 New
EFV Msci Eafe Value ETF	$0	$245,000 0.02% of portfolio	4,173	Q1 2025 Reduced 0.71%
VEA Vanguard Ftse Developed Market	$0	$243,000 0.02% of portfolio	4,799	Q1 2025 New
UMI Uscf ETF Tr Uscf Midstream Ene	$0	$239,000 0.02% of portfolio	4,600	Q4 2024 New
FNX First Tr Mid Cap Core Alphadex	$0	$231,000 0.02% of portfolio	2,121	Q4 2023 New
VPU Vanguard Utilities ETF	$0	$228,000 0.02% of portfolio	1,340	Q1 2025 Added 210.19%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$227,000 0.02% of portfolio	2,479	Q1 2025 Reduced 15.71%
XLU Utilities Sector Spdr	$0	$220,000 0.02% of portfolio	2,802	Q1 2025 Reduced 6.82%
TDIV First Trust Nasdaq Technology	$0	$219,000 0.02% of portfolio	2,976	Q1 2025 Added 7.4%
SPTS Spdr Portfolio Short Term Trea	$0	$217,000 0.02% of portfolio	7,432	Q1 2025 Reduced 9.23%
DSI Ishares Msci Kld 400 Social Et	$0	$214,000 0.02% of portfolio	2,093	Q1 2025 Added 0.24%
SCHR Schwab Intermediate Term Us Tr	$0	$212,000 0.02% of portfolio	8,544	Q1 2025 Added 1,683.72%
VMBS Vanguard Mortg Backed Sec ETF	$0	$211,000 0.02% of portfolio	4,567	Q1 2025 Added 1,677.04%
IYT Ishares Tr U.S. Transportation	$0	$207,000 0.02% of portfolio	3,244	Q1 2025 Added 6.15%
SMH Vaneck ETF Tr Semiconductor Et	$0	$204,000 0.02% of portfolio	965	Q1 2025 Reduced 4.55%
FNDA Schwab Fundamental U S Small C	$0	$183,000 0.02% of portfolio	6,716	Q1 2025 Reduced 0.53%
SHE Spdr Ser Tr Ssga Gender Divers	$0	$178,000 0.02% of portfolio	1,562	Q3 2024 Reduced 25.9%
RYLD Global X Fds Russell 2000 Cove	$0	$176,000 0.01% of portfolio	11,721	Q1 2025 Added 54.73%
EWJ Ishares Msci Japan ETF	$0	$170,000 0.01% of portfolio	2,486	Q1 2025 Added 5.29%
SMDV Proshares Tr Russell 2000 Divi	$0	$165,000 0.01% of portfolio	2,526	Q1 2025 Added 12.77%
SPYV Spdr Portfolio S&P 500 Value E	$0	$165,000 0.01% of portfolio	3,242	Q1 2025 Reduced 26.49%
DFUV Dimensional ETF Tr Us Marketwi	$0	$151,000 0.01% of portfolio	3,677	Q3 2024 New
XLB Select Sector Spdr Fd Material	$0	$151,000 0.01% of portfolio	1,762	Q1 2025 Added 10.61%
XLRE Select Sector Spdr Tr Real Est	$0	$148,000 0.01% of portfolio	3,556	Q1 2025 Added 35.83%
PFFD Global X Fds U S Pfd ETF (De)	$0	$142,000 0.01% of portfolio	7,508	Q1 2025 Added 44.25%
SCHI Schwab Strategic Tr 5 10 Yr C	$0	$139,000 0.01% of portfolio	6,208	Q1 2025 Added 603.85%
VB Vanguard Small Cap ETF	$0	$130,000 0.01% of portfolio	590	Q1 2025 Reduced 22.77%
EFG Msci Eafe Growth ETF	$0	$129,000 0.01% of portfolio	1,290	Q1 2025 Reduced 34.22%
FXG First Tr Exchange Traded First	$0	$129,000 0.01% of portfolio	1,984	Q1 2024 Reduced 20.03%
IEF Ishares Barclays	$0	$128,000 0.01% of portfolio	1,346	Q1 2025 Reduced 34.56%
REGL Proshares Tr S&P Midcap 400 Di	$0	$123,000 0.01% of portfolio	1,532	Q1 2025 Added 1.06%
ICLN Ishares	$0	$121,000 0.01% of portfolio	10,597	Q3 2024 Reduced 16.89%
SCHF Schwab Strategic Tr Intl Eqty	$0	$121,000 0.01% of portfolio	6,132	Q1 2025 Added 105.08%
AIQ Global X Funds Global X Artifi	$0	$117,000 0.01% of portfolio	3,217	Q1 2024 Added 142.61%
QUAL Ishares Msci Usa Quality Facto	$0	$117,000 0.01% of portfolio	690	Q1 2025 Reduced 11.08%
ISMD Northern Lts Fd Tr Iv	$0	$115,000 0.01% of portfolio	3,378	Q1 2023 New

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