K2 Financial Inc. ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VEA Vanguard Ftse Developed Market	$0	$9.38 Billion 9.32% of portfolio	197,836	Q4 2024 New
SCHX Schwab Strategic Tr Us Large C	$0	$7.97 Billion 7.92% of portfolio	345,670	Q4 2024 New
MUB Ishares National Muni Bond ETF	$0	$5.95 Billion 5.92% of portfolio	56,421	Q4 2024 New
SUB Ishares Short Term National Mu	$0	$4.08 Billion 4.05% of portfolio	38,699	Q4 2024 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$3.59 Billion 3.57% of portfolio	72,302	Q4 2024 New
BNDX Vanguard Total International B	$0	$3.56 Billion 3.54% of portfolio	73,298	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$3.51 Billion 3.49% of portfolio	82,670	Q4 2024 New
SCHA Schwab Strategic Tr Us Small C	$0	$3.46 Billion 3.44% of portfolio	135,253	Q4 2024 New
SEIM Sei Exchange Traded Fds Enhncd	$0	$3.02 Billion 3.0% of portfolio	77,880	Q4 2024 New
SEIV Sei Exchange Traded Fds Enhanc	$0	$2.95 Billion 2.94% of portfolio	89,150	Q4 2024 New
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$2.93 Billion 2.91% of portfolio	60,370	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$2.84 Billion 2.82% of portfolio	39,842	Q4 2024 New
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$2.56 Billion 2.55% of portfolio	109,415	Q4 2024 New
SCHP Schwab Strategic Us Tips ETF	$0	$2.45 Billion 2.44% of portfolio	95,351	Q4 2024 New
VUG Vanguard Growth ETF	$0	$2.39 Billion 2.38% of portfolio	5,896	Q4 2024 New
BSV Vanguard Bd Index Fd Inc Short	$0	$2.22 Billion 2.21% of portfolio	28,844	Q4 2024 New
VTV Vanguard Value ETF	$0	$2.13 Billion 2.12% of portfolio	12,603	Q4 2024 New
ACWV Ishares Msci Global Min Vol Fa	$0	$2 Billion 1.99% of portfolio	18,603	Q4 2024 New
BCI Abrdn Etfs Abrdn Bloomberg All	$0	$1.85 Billion 1.84% of portfolio	90,119	Q4 2024 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$1.81 Billion 1.8% of portfolio	36,420	Q4 2024 New
VWOB Vanguard Emerging Mkts Govt Bd	$0	$1.53 Billion 1.52% of portfolio	24,268	Q4 2024 New
SEIQ Sei Exchange Traded Fds Ehned	$0	$1.49 Billion 1.49% of portfolio	43,541	Q4 2024 New
DFUS Dimensional ETF Tr U S Equity	$0	$1.36 Billion 1.36% of portfolio	21,557	Q4 2024 New
EMLC Vaneck ETF Tr J.P. Morgan Em L	$0	$1.33 Billion 1.32% of portfolio	57,706	Q4 2024 New
RSP Invesco S&P 500 Equal Weight E	$0	$1.26 Billion 1.25% of portfolio	7,225	Q4 2024 New
DUHP Dimensional ETF Tr Dimensional	$0	$1.25 Billion 1.24% of portfolio	37,135	Q4 2024 New
SCHG Schwab Strategic Tr Us Large C	$0	$1.18 Billion 1.17% of portfolio	42,723	Q4 2024 New
SCHO Schwab Short Term Us Treasury	$0	$1.18 Billion 1.17% of portfolio	48,765	Q4 2024 New
SCHV Schwab Strategic Tr Us Large C	$0	$1.14 Billion 1.13% of portfolio	43,769	Q4 2024 New
IEMG Ishares Inc	$0	$1.06 Billion 1.05% of portfolio	20,817	Q4 2024 New
USMV Ishares Msci Usa Min Vol Facto	$0	$1.02 Billion 1.01% of portfolio	11,550	Q4 2024 New
SCHZ Schwab Us Aggregate Bond ETF	$0	$934 Million 0.93% of portfolio	41,570	Q4 2024 New
HYD Vaneck High Yield Muni ETF	$0	$924 Million 0.92% of portfolio	17,978	Q4 2024 New
IEFA Ishares Tr	$0	$890 Million 0.88% of portfolio	12,790	Q4 2024 New
HYMB Spdr Nuveen Bloomberg High Yie	$0	$843 Million 0.84% of portfolio	33,362	Q4 2024 New
IDEV Ishares Core Msci Intl Develop	$0	$816 Million 0.81% of portfolio	12,792	Q4 2024 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$815 Million 0.81% of portfolio	29,258	Q4 2024 New
MBB Ishares Tr	$0	$785 Million 0.78% of portfolio	8,687	Q4 2024 New
SELV Sei Exchange Traded Fds Enhanc	$0	$657 Million 0.65% of portfolio	22,844	Q4 2024 New
VBR Vanguard Small Cap Value ETF	$0	$540 Million 0.54% of portfolio	2,740	Q4 2024 New
SPEU Spdr Index Shs Fds Spdr Portfo	$0	$530 Million 0.53% of portfolio	13,397	Q4 2024 New
VBK Vanguard Small Cap Growth ETF	$0	$519 Million 0.52% of portfolio	1,851	Q4 2024 New
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$470 Million 0.47% of portfolio	22,272	Q4 2024 New
SCHC Schwab Strategic Tr Intl Small	$0	$421 Million 0.42% of portfolio	12,553	Q4 2024 New
DFAS Dimensional ETF Tr U S Small C	$0	$418 Million 0.42% of portfolio	6,471	Q4 2024 New
DFIV Dimensional ETF Tr	$0	$390 Million 0.39% of portfolio	11,027	Q4 2024 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$318 Million 0.32% of portfolio	8,582	Q4 2024 New
EFAV Ishares Msci Eafe Min Vol Fact	$0	$305 Million 0.3% of portfolio	4,364	Q4 2024 New
DXJ Wisdomtree Trust Japan Hedged	$0	$304 Million 0.3% of portfolio	2,823	Q4 2024 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$294 Million 0.29% of portfolio	5,705	Q4 2024 New

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