Milestone Wealth, LLC ETFs

Milestone Wealth, LLC

$93.9 Million
Q3 2022

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VO Vanguard Mid Cap ETF	$0	$49,000 0.05% of portfolio	251	Q4 2021 New
VYM Vanguard Whitehall Fds (Vangua	$0	$47,000 0.05% of portfolio	463	Q4 2021 New
VIS Vanguard Industrial ETF	$0	$45,000 0.05% of portfolio	274	Q4 2021 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$41,000 0.04% of portfolio	850	Q4 2021 New
VEA Vanguard Ftse Developed Market	$0	$40,000 0.04% of portfolio	981	Q4 2021 New
SCHP Schwab Strategic Us Tips ETF	$0	$28,000 0.03% of portfolio	500	Q2 2022 Reduced 69.72%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$26,000 0.03% of portfolio	513	Q2 2022 Reduced 76.64%
GSST Goldman Sachs ETF Tr Access Ul	$0	$26,000 0.03% of portfolio	516	Q3 2022 Reduced 6.78%
LQD Ishares Iboxx $ Investment Gra	$0	$22,000 0.02% of portfolio	203	Q2 2022 Reduced 50.85%
JETS ETF Ser Solutions U S Global J	$0	$20,000 0.02% of portfolio	1,200	Q4 2021 New
EFG Msci Eafe Growth ETF	$0	$20,000 0.02% of portfolio	251	Q2 2022 Reduced 50.4%
LIT Global X Fds Global X Lithium	$0	$14,000 0.01% of portfolio	190	Q2 2022 Reduced 50.0%
SPIB Spdr Portfolio Intermediate Te	$0	$9,000 0.01% of portfolio	275	Q2 2022 Reduced 64.52%
SCHD Schwab Strategic Tr Us Dividen	$0	$7,000 0.01% of portfolio	91	Q4 2021 New
ARKF Ark ETF Tr Fintech Innovation	$0	$7,000 0.01% of portfolio	455	Q2 2022 New
BLOK Amplify ETF Tr Trnsformational	$0	$7,000 0.01% of portfolio	404	Q4 2021 New
URTY Proshares Trust Proshrs Ultrap	$0	$6,000 0.01% of portfolio	146	Q3 2022 Reduced 6.85%
IHI Ishares Tr Dow Jones Us Medica	$0	$6,000 0.01% of portfolio	120	Q3 2022 Reduced 4.17%
PEY Invesco Exchange Traded Fd Tr	$0	$5,000 0.01% of portfolio	264	Q3 2022 Reduced 1.89%
IJT Ishares S&P Small Cap 600 Grow	$0	$5,000 0.01% of portfolio	46	Q3 2022 Reduced 10.87%
SCHE Schwab Strategic Tr Us Emergin	$0	$5,000 0.01% of portfolio	188	Q4 2021 New
XSMO Invesco S&P Smallcap Momentum	$0	$5,000 0.01% of portfolio	124	Q3 2022 Reduced 5.65%
SPSM Spdr Portfolio S&P 600 Small C	$0	$5,000 0.01% of portfolio	143	Q3 2022 Reduced 6.99%
IJS Ishares S&P Smallcap 600 Value	$0	$5,000 0.01% of portfolio	54	Q3 2022 Reduced 9.26%
IWO Ishares Russell 2000 Gwt ETF	$0	$5,000 0.01% of portfolio	22	Q3 2022 Reduced 22.73%
IGRO Ishares Tr International Divid	$0	$5,000 0.01% of portfolio	86	Q3 2022 Reduced 5.81%
ITA Ishares Tr	$0	$5,000 0.01% of portfolio	46	Q3 2022 Reduced 10.87%
IJR Ishares Core S&P Sm Cap ETF	$0	$5,000 0.01% of portfolio	54	Q3 2022 Reduced 9.26%
HDV Ishares Core High Dividend ETF	$0	$5,000 0.01% of portfolio	53	Q3 2022 Reduced 18.87%
VWO Vanguard Ftse Emerging Mkts Et	$0	$5,000 0.01% of portfolio	115	Q4 2021 New
PSP Invesco Exchange Traded Fd Tr	$0	$4,000 0.0% of portfolio	387	Q3 2022 Reduced 1.29%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$4,000 0.0% of portfolio	78	Q4 2021 New
IXN Ishares Global Information Tec	$0	$3,000 0.0% of portfolio	72	Q3 2022 Reduced 6.94%
IOO Ishares Tr Global 100 ETF	$0	$3,000 0.0% of portfolio	45	Q4 2021 New
SDIV Global X Fds Global X Superdiv	$0	$2,000 0.0% of portfolio	229	Q4 2021 New
PPA Invesco Exchange Traded Fd Tr	$0	$2,000 0.0% of portfolio	27	Q4 2021 New

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