Kerr Financial Planning Corp ETFs

Kerr Financial Planning Corp

$71 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
QQQ Invesco Qqq Trust, Series 1	$0	$4.3 Billion 6.06% of portfolio	7,043	Q3 2025 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$2.08 Billion 2.93% of portfolio	27,158	Q3 2025 New
IVV Ishares Core S&P 500 ETF	$0	$2.06 Billion 2.9% of portfolio	3,041	Q3 2025 New
JEPI J P Morgan Exchange Traded Fd	$0	$1.4 Billion 1.98% of portfolio	24,688	Q3 2025 New
IYY Ishares Tr	$0	$1.22 Billion 1.72% of portfolio	7,459	Q3 2025 New
IWY Ishares Tr Russell 200 Growth	$0	$1.15 Billion 1.62% of portfolio	4,162	Q3 2025 New
IUSB Ishares Core Total Usd Bond Ma	$0	$1.08 Billion 1.53% of portfolio	23,252	Q3 2025 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$799 Million 1.13% of portfolio	2,317	Q3 2025 New
ITOT Ishares Core S&P Total U.S. St	$0	$768 Million 1.08% of portfolio	5,243	Q3 2025 New

VOO Vanguard Index Fds S&P 500 ETF	$0	$704 Million 0.99% of portfolio	1,139	Q3 2025 New
AGG Ishares Core U.S. Aggregate Bo	$0	$655 Million 0.92% of portfolio	6,538	Q3 2025 New
USMV Ishares Msci Usa Min Vol Facto	$0	$558 Million 0.79% of portfolio	5,914	Q3 2025 New
JQUA J P Morgan ETF Tr U S Quality	$0	$557 Million 0.78% of portfolio	8,975	Q3 2025 New
IWF Ishares Russell 1000 Gr ETF	$0	$496 Million 0.7% of portfolio	1,053	Q3 2025 New
OUSA Alps ETF Tr Oshares U S Qualit	$0	$496 Million 0.7% of portfolio	8,809	Q3 2025 New
IVE Ishares S&P 500 Value ETF	$0	$467 Million 0.66% of portfolio	2,230	Q3 2025 New
SPY Spdr S&P 500 ETF Trust	$0	$403 Million 0.57% of portfolio	599	Q3 2025 New
MTUM Ishares Msci Usa Momentum Fact	$0	$393 Million 0.55% of portfolio	1,597	Q3 2025 New

SCHG Schwab Strategic Tr Us Large C	$0	$385 Million 0.54% of portfolio	11,920	Q3 2025 New
QUAL Ishares Msci Usa Quality Facto	$0	$357 Million 0.5% of portfolio	1,837	Q3 2025 New
FTCS First Trust Capital Strength E	$0	$346 Million 0.49% of portfolio	3,772	Q3 2025 New
CGDV Capital Group Divid Value ETF	$0	$323 Million 0.45% of portfolio	7,516	Q3 2025 New
IRBO Ishares Robotics & Artificial	$0	$310 Million 0.44% of portfolio	6,616	Q3 2025 New
MGK Vanguard Mega Cap Growth ETF	$0	$294 Million 0.41% of portfolio	719	Q3 2025 New
DDIV First Tr Exchnge Traded Fd Vi	$0	$271 Million 0.38% of portfolio	6,850	Q3 2025 New
SOXX Ishares Semiconductor ETF	$0	$253 Million 0.36% of portfolio	877	Q3 2025 New
XLE Energy Sector Spdr	$0	$242 Million 0.34% of portfolio	2,640	Q3 2025 New
FDL First Tr Morningstar Dividend	$0	$241 Million 0.34% of portfolio	5,509	Q3 2025 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$217 Million 0.31% of portfolio	4,622	Q3 2025 New
VYM Vanguard Whitehall Fds (Vangua	$0	$215 Million 0.3% of portfolio	1,527	Q3 2025 New
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$209 Million 0.29% of portfolio	3,609	Q3 2025 New
AIQ Global X Funds Global X Artifi	$0	$201 Million 0.28% of portfolio	4,000	Q3 2025 New
IEFA Ishares Tr	$0	$196 Million 0.28% of portfolio	2,224	Q3 2025 New
EFG Msci Eafe Growth ETF	$0	$169 Million 0.24% of portfolio	1,479	Q3 2025 New
XLK Technology Sector Spdr	$0	$167 Million 0.24% of portfolio	582	Q3 2025 New
IWD Ishares Russell 1000 Val ETF	$0	$161 Million 0.23% of portfolio	784	Q3 2025 New
HYGV Flexshares Tr High Yield Value	$0	$151 Million 0.21% of portfolio	3,720	Q3 2025 New
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$150 Million 0.21% of portfolio	2,562	Q3 2025 New
RDVY First Trust Rising Dividend Ac	$0	$147 Million 0.21% of portfolio	2,200	Q3 2025 New
BND Vanguard Bd Index Fd Inc Total	$0	$147 Million 0.21% of portfolio	1,977	Q3 2025 New
MAGA ETF Ser Solutions	$0	$138 Million 0.19% of portfolio	2,700	Q3 2025 New
IVW Ishares S&P 500 Growth ETF	$0	$127 Million 0.18% of portfolio	1,047	Q3 2025 New
VV Vanguard Large Cap ETF	$0	$123 Million 0.17% of portfolio	397	Q3 2025 New
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$121 Million 0.17% of portfolio	2,057	Q3 2025 New
BBRE Jp Morgan ETF Tr Betabuilders	$0	$115 Million 0.16% of portfolio	1,225	Q3 2025 New
BITO Proshares Tr Bitcoin Strategy	$0	$114 Million 0.16% of portfolio	7,772	Q3 2025 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$113 Million 0.16% of portfolio	2,390	Q3 2025 New
GTO Invesco Actively Managed ETF T	$0	$112 Million 0.16% of portfolio	2,368	Q3 2025 New
FDRR Fidelity Covington Tr Divid Et	$0	$110 Million 0.15% of portfolio	1,837	Q3 2025 New
GBTC Grayscale Bitcoin Trust (Btc)	$51.1B	$110 Million 0.15% of portfolio	1,490	Q3 2025 New

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