Independent Advisor Alliance ETFs

Independent Advisor Alliance

$3.36 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FNDF Schwab Fundamental Intl Large	$0	$269,000 0.01% of portfolio	6,724	Q2 2025 Reduced 3.28%
TFI Spdr Nuveen Bloomberg Municipa	$0	$266,000 0.01% of portfolio	5,956	Q2 2025 Reduced 1.39%
FNDX Schwab Fundamental U S Large C	$0	$263,000 0.01% of portfolio	10,738	Q2 2025 Added 8.67%
PWV Invesco Exchange Traded Fd Tr	$0	$260,000 0.01% of portfolio	4,192	Q2 2025 New
FTCS First Trust Capital Strength E	$0	$256,000 0.01% of portfolio	2,821	Q2 2025 Reduced 3.29%
XLY Select Sector Spdr Consumer Di	$0	$253,000 0.01% of portfolio	1,166	Q2 2025 Reduced 48.84%
SCHM Schwab Strategic U.S. Mid Cap	$0	$246,000 0.01% of portfolio	8,774	Q2 2025 Reduced 45.97%
ACWV Ishares Msci Global Min Vol Fa	$0	$244,000 0.01% of portfolio	2,060	Q2 2025 Reduced 0.29%
IBND Spdr Bloomberg International C	$0	$243,000 0.01% of portfolio	7,472	Q2 2025 New
FLRN Spdr Bloomberg Investment Grad	$0	$241,000 0.01% of portfolio	7,818	Q2 2025 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$238,000 0.01% of portfolio	4,511	Q2 2025 Reduced 1.59%
IBTI Ishares Tr Ibonds Dec 2028 Ter	$0	$235,000 0.01% of portfolio	10,552	Q2 2025 Reduced 3.4%
BND Vanguard Bd Index Fd Inc Total	$0	$228,000 0.01% of portfolio	3,106	Q2 2025 New
IYH Ishares Tr	$0	$227,000 0.01% of portfolio	4,032	Q1 2025 Reduced 69.03%
XLB Select Sector Spdr Fd Material	$0	$227,000 0.01% of portfolio	2,593	Q2 2025 New
DLS Wisdomtree Tr Intl Small Cap D	$0	$225,000 0.01% of portfolio	3,000	Q2 2025 New
DBC Invesco Db Commodity Index Tracking Fund	$3.52B	$224,000 0.01% of portfolio	10,293	Q4 2024 Added 2.49%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$223,000 0.01% of portfolio	3,065	Q2 2025 New
XLC Select Sector Spdr Tr Communic	$0	$221,000 0.01% of portfolio	2,040	Q2 2025 New
GOVT Ishares U.S. Treasury Bond ETF	$0	$219,000 0.01% of portfolio	9,551	Q2 2025 Reduced 8.73%
FLLA Franklin Templeton ETF Tr	$0	$213,000 0.01% of portfolio	9,848	Q2 2025 New
VWOB Vanguard Emerging Mkts Govt Bd	$0	$210,000 0.01% of portfolio	3,367	Q2 2025 Reduced 39.42%
BUFR First Tr Ex Td Viii Ft Cboe Ve	$0	$209,000 0.01% of portfolio	6,584	Q2 2025 Reduced 28.15%
IYW Ishares Dj Us Tech ETF	$0	$207,000 0.01% of portfolio	1,197	Q2 2025 New
IJJ Ishares S&P Midcap 400 Value E	$0	$204,000 0.01% of portfolio	1,652	Q2 2025 New
GLDM World Gold Trust	$10.6B	$200,000 0.01% of portfolio	3,058	Q2 2025 New
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	5,000	Q2 2025 New
IDME ETF Ser Solutions Intl Drawdow	$0	$0 0.0% of portfolio	33,435	Q2 2025 New

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