Milestones Private Investment Advisors LLC ETFs

Milestones Private Investment Advisors LLC

$146 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SMH Vaneck ETF Tr Semiconductor Et	$0	$6.15 Billion 4.2% of portfolio	18,840	Q3 2025 Reduced 0.21%
FXU First Tr Exchange Traded Fd Ut	$0	$5.75 Billion 3.93% of portfolio	126,535	Q3 2025 Reduced 0.46%
QQQM Invesco Exchange Traded Fd Tr	$0	$5.55 Billion 3.79% of portfolio	22,452	Q3 2025 Added 0.32%
TLT Ishares Barclays 20+ Year Trea	$0	$4.89 Billion 3.34% of portfolio	54,705	Q3 2025 Added 1.82%
XLK Technology Sector Spdr	$0	$4.41 Billion 3.01% of portfolio	15,648	Q3 2025 Reduced 0.07%
XLY Select Sector Spdr Consumer Di	$0	$4.14 Billion 2.83% of portfolio	17,294	Q3 2025 Reduced 0.02%
STLG Ishares Factors Us Growth Styl	$0	$4.11 Billion 2.81% of portfolio	62,661	Q3 2025 Added 0.49%
SCHB Schwab Strategic Tr Us Broad M	$0	$4.03 Billion 2.75% of portfolio	156,588	Q3 2025 Added 3.11%
SCHD Schwab Strategic Tr Us Dividen	$0	$3.62 Billion 2.47% of portfolio	132,586	Q3 2025 Added 1.0%
XLE Energy Sector Spdr	$0	$3.18 Billion 2.17% of portfolio	35,594	Q3 2025 Added 1.01%
FXG First Tr Exchange Traded First	$0	$3.12 Billion 2.13% of portfolio	49,852	Q3 2025 Added 0.51%
XLV Select Sector Spdr Fund Health	$0	$2.94 Billion 2.01% of portfolio	21,122	Q3 2025 Added 0.58%
FPE First Tr Pfd Secs & Income ETF	$0	$2.85 Billion 1.95% of portfolio	156,267	Q3 2025 Added 0.61%
GLDM World Gold Trust	$11.6B	$2.76 Billion 1.89% of portfolio	36,163	Q3 2025 Added 6.88%
SPYG Spdr Portfolio	$0	$2.68 Billion 1.83% of portfolio	25,672	Q3 2025 Added 0.46%
BSCR Invesco Et Self Idxd Fd Tr Bul	$0	$2.54 Billion 1.74% of portfolio	128,959	Q3 2025 Added 8.01%
BSCS Invesco ETF Fd Tr Invesco Bull	$0	$2.54 Billion 1.73% of portfolio	123,413	Q3 2025 Added 7.04%
BSCQ Invesco Et Self Idxd Fd Tr Bul	$0	$2.53 Billion 1.73% of portfolio	129,599	Q3 2025 Added 8.12%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$2.51 Billion 1.71% of portfolio	29,057	Q3 2025 Added 0.37%
BSCU Invesco Exc Self Ind Tr	$0	$2.43 Billion 1.66% of portfolio	143,946	Q3 2025 Added 8.63%
BSCT Invesco Index Fd Tr Bulletshar	$0	$2.41 Billion 1.64% of portfolio	127,979	Q3 2025 Added 7.37%
SPYV Spdr Portfolio S&P 500 Value E	$0	$2.13 Billion 1.46% of portfolio	38,577	Q3 2025 Added 1.05%
GLD Spdr Gold Trust	$127B	$1.98 Billion 1.35% of portfolio	5,573	Q3 2025 Added 29.06%
USMV Ishares Msci Usa Min Vol Facto	$0	$1.73 Billion 1.18% of portfolio	18,202	Q3 2025 Added 0.04%
SHY Ishares Barclays 1 3 Year Trea	$0	$1.67 Billion 1.14% of portfolio	20,085	Q3 2025 Reduced 1.39%
ACWV Ishares Msci Global Min Vol Fa	$0	$1.66 Billion 1.13% of portfolio	13,804	Q3 2025 Added 1.47%
FYX First Tr Small Cap Core Alphad	$0	$1.6 Billion 1.1% of portfolio	14,725	Q3 2025 Added 0.5%
FDL First Tr Morningstar Dividend	$0	$1.57 Billion 1.07% of portfolio	36,148	Q3 2025 Added 0.59%
DEED First Tr Exch Trd Fd Viii Firs	$0	$1.53 Billion 1.05% of portfolio	71,649	Q3 2025 Added 0.85%
RDVY First Trust Rising Dividend Ac	$0	$1.44 Billion 0.98% of portfolio	21,427	Q3 2025 Added 3.73%
SPY Spdr S&P 500 ETF Trust	$0	$1.32 Billion 0.9% of portfolio	1,987	Q3 2025 Reduced 14.39%
QQQ Invesco Qqq Trust, Series 1	$0	$1.3 Billion 0.89% of portfolio	2,169	Q2 2025 New
FCVT First Tr Exchange Traded Fd Iv	$0	$1.29 Billion 0.88% of portfolio	30,234	Q3 2025 Reduced 5.83%
SCHZ Schwab Us Aggregate Bond ETF	$0	$1.22 Billion 0.83% of portfolio	52,044	Q3 2025 Added 4.22%
TIP Ishares Tr Tips Bd ETF	$0	$1.22 Billion 0.83% of portfolio	10,956	Q3 2025 Added 0.39%
XLG Invesco Exchange Traded Fd Tr	$0	$1.13 Billion 0.77% of portfolio	19,644	Q3 2025 Added 7.87%
IVV Ishares Core S&P 500 ETF	$0	$1 Billion 0.68% of portfolio	1,498	Q2 2025 New
FMB First Tr Exchange Traded Fd Ii	$0	$973 Million 0.66% of portfolio	19,195	Q3 2025 Added 10.12%
DGRW Wisdomtree Tr Us Quality Divid	$0	$867 Million 0.59% of portfolio	9,751	Q3 2025 Added 0.11%
IVE Ishares S&P 500 Value ETF	$0	$825 Million 0.56% of portfolio	3,995	Q2 2025 New
FLMI Franklin Dynamic Municipal Bon	$0	$754 Million 0.52% of portfolio	30,456	Q3 2025 Added 13.7%
IJK Ishares S&P Midcap 400 Growth	$0	$749 Million 0.51% of portfolio	7,811	Q2 2025 New
FMHI First Tr ETF Iii Municipal Hig	$0	$745 Million 0.51% of portfolio	15,677	Q3 2025 Added 14.1%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$738 Million 0.5% of portfolio	1,592	Q2 2025 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$704 Million 0.48% of portfolio	23,756	Q3 2025 Reduced 0.19%
HYS Pimco ETF Tr 1 5 Yr High Yield	$0	$673 Million 0.46% of portfolio	7,029	Q3 2025 Reduced 4.74%
XMMO Invesco Exchange Traded Fd Tr	$0	$533 Million 0.36% of portfolio	3,944	Q2 2025 New
BOND Pimco Active Bond Exchange Tra	$0	$512 Million 0.35% of portfolio	5,487	Q3 2025 Added 0.07%
GSY Invesco Actively Mngd ETF Tr U	$0	$502 Million 0.34% of portfolio	9,993	Q3 2025 Reduced 1.43%
VGT Vanguard Information Technolog	$0	$495 Million 0.34% of portfolio	662	Q3 2025 Added 2.95%

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