Mark Sheptoff Financial Planning, LLC ETFs

Mark Sheptoff Financial Planning, LLC

$186 Million
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLB Select Sector Spdr Fd Material	$0	$14,000 0.01% of portfolio	150	Q3 2024 Reduced 52.38%
QQEW First Tr Nasdaq 100 Equal Weig	$0	$13,000 0.01% of portfolio	105	Q3 2024 Reduced 82.64%
EFAV Ishares Msci Eafe Min Vol Fact	$0	$13,000 0.01% of portfolio	176	Q4 2023 New
DVY Ishares Tr	$0	$13,000 0.01% of portfolio	100	Q1 2021 Reduced 50.0%
IWP Ishares Russell Mid Cap Growth	$0	$12,000 0.01% of portfolio	105	Q3 2024 Reduced 21.05%
CGW Invesco ETF Tr Ii S&P Global W	$0	$12,000 0.01% of portfolio	200	Q2 2022 Reduced 99.16%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$11,000 0.01% of portfolio	300	Q2 2024 New
NFLT Etfis Ser Tr I Virtus Newfleet	$0	$10,000 0.01% of portfolio	450	Q2 2024 New
IWD Ishares Russell 1000 Val ETF	$0	$10,000 0.01% of portfolio	55	Q3 2024 New
PSI Invesco Exchange Traded Fd Tr	$0	$10,000 0.01% of portfolio	175	Q3 2022 Reduced 36.36%
RECS Columbia ETF Tr I	$0	$10,000 0.01% of portfolio	300	Q1 2024 New
XLV Select Sector Spdr Fund Health	$0	$10,000 0.01% of portfolio	69	Q4 2022 Added 263.16%
XLRE Select Sector Spdr Tr Real Est	$0	$9,000 0.0% of portfolio	215	Q2 2024 New
GSLC Goldman Sachs ETF Tr Activebet	$0	$9,000 0.0% of portfolio	82	Q1 2019 Added 182.76%
BND Vanguard Bd Index Fd Inc Total	$0	$8,000 0.0% of portfolio	110	Q2 2024 New
NLR Vaneck ETF Tr Uranium+Nuclear	$0	$8,000 0.0% of portfolio	100	Q3 2024 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$8,000 0.0% of portfolio	106	Q2 2024 New
IXUS Ishares Tr	$0	$8,000 0.0% of portfolio	119	Q1 2024 New
NOBL Proshares S&P 500 Dividend Ari	$0	$8,000 0.0% of portfolio	81	Q3 2024 Reduced 90.24%
QDF Flexshares Quality Dividend In	$0	$7,000 0.0% of portfolio	100	Q1 2021 Reduced 42.86%
IEFA Ishares Tr	$0	$7,000 0.0% of portfolio	90	Q3 2024 New
GLD Spdr Gold Trust	$91.1B	$7,000 0.0% of portfolio	31	Q4 2023 Reduced 26.19%
REET Ishares Global Reit ETF	$0	$6,000 0.0% of portfolio	227	Q3 2024 Added 80.16%
VGT Vanguard Information Technolog	$0	$5,000 0.0% of portfolio	10	Q2 2023 New
IEMG Ishares Inc	$0	$5,000 0.0% of portfolio	103	Q3 2024 Added 33.77%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$5,000 0.0% of portfolio	125	Q3 2024 New
WCBR Wisdomtree Tr Cybersecurity Fu	$0	$5,000 0.0% of portfolio	200	Q1 2021 New
VLUE Ishares Msci Usa Value Factor	$0	$4,000 0.0% of portfolio	38	Q3 2024 New
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$4,000 0.0% of portfolio	322	Q3 2024 New
SCHG Schwab Strategic Tr Us Large C	$0	$4,000 0.0% of portfolio	44	Q1 2022 Added 100.0%
IWN Ishares Russell2000 Val ETF	$0	$4,000 0.0% of portfolio	24	Q3 2024 New
QUS Spdr Ser Tr Msci Usa Strategic	$0	$4,000 0.0% of portfolio	30	Q3 2024 New
USHY Ishares Tr Broad Usd High Yiel	$0	$4,000 0.0% of portfolio	109	Q4 2023 New
FNDA Schwab Fundamental U S Small C	$0	$3,000 0.0% of portfolio	52	Q1 2019 New
SCHA Schwab Strategic Tr Us Small C	$0	$1,000 0.0% of portfolio	38	Q4 2022 Reduced 24.0%
INTF Ishares Tr	$0	$1,000 0.0% of portfolio	35	Q1 2019 New
GEM Goldman Sachs ETF Tr Actvebeta	$0	$1,000 0.0% of portfolio	29	Q1 2019 New
RTM Invesco S&P 500 Equal Weight M	$0	$0 0.0% of portfolio	265	Q2 2024 New

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