Milestones Private Investment Advisors LLC ETFs

Milestones Private Investment Advisors LLC

$135 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FXU First Tr Exchange Traded Fd Ut	$0	$5.39 Billion 3.99% of portfolio	127,120	Q2 2025 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$5.26 Billion 3.9% of portfolio	18,879	Q2 2025 New
QQQM Invesco Exchange Traded Fd Tr	$0	$5.08 Billion 3.76% of portfolio	22,380	Q2 2025 New
TLT Ishares Barclays 20+ Year Trea	$0	$4.74 Billion 3.51% of portfolio	53,729	Q2 2025 New
XLK Technology Sector Spdr	$0	$3.97 Billion 2.94% of portfolio	15,659	Q2 2025 New
STLG Ishares Factors Us Growth Styl	$0	$3.76 Billion 2.79% of portfolio	62,355	Q2 2025 New
XLY Select Sector Spdr Consumer Di	$0	$3.76 Billion 2.78% of portfolio	17,297	Q2 2025 New
SCHB Schwab Strategic Tr Us Broad M	$0	$3.62 Billion 2.68% of portfolio	151,864	Q2 2025 New
SCHD Schwab Strategic Tr Us Dividen	$0	$3.48 Billion 2.58% of portfolio	131,269	Q2 2025 New
FXG First Tr Exchange Traded First	$0	$3.14 Billion 2.32% of portfolio	49,598	Q2 2025 New
XLE Energy Sector Spdr	$0	$2.99 Billion 2.21% of portfolio	35,238	Q2 2025 New
XLV Select Sector Spdr Fund Health	$0	$2.83 Billion 2.1% of portfolio	21,001	Q2 2025 New
FPE First Tr Pfd Secs & Income ETF	$0	$2.76 Billion 2.05% of portfolio	155,324	Q2 2025 New
SPYG Spdr Portfolio	$0	$2.44 Billion 1.8% of portfolio	25,554	Q2 2025 New
BSCS Invesco ETF Fd Tr Invesco Bull	$0	$2.36 Billion 1.75% of portfolio	115,296	Q2 2025 New
BSCR Invesco Et Self Idxd Fd Tr Bul	$0	$2.35 Billion 1.74% of portfolio	119,394	Q2 2025 New
BSCQ Invesco Et Self Idxd Fd Tr Bul	$0	$2.34 Billion 1.73% of portfolio	119,865	Q2 2025 New
BSCT Invesco Index Fd Tr Bulletshar	$0	$2.23 Billion 1.65% of portfolio	119,190	Q2 2025 New
BSCU Invesco Exc Self Ind Tr	$0	$2.22 Billion 1.65% of portfolio	132,512	Q2 2025 New
GLDM World Gold Trust	$10.6B	$2.22 Billion 1.64% of portfolio	33,834	Q2 2025 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$2.03 Billion 1.51% of portfolio	28,950	Q2 2025 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$2 Billion 1.48% of portfolio	38,177	Q2 2025 New
USMV Ishares Msci Usa Min Vol Facto	$0	$1.71 Billion 1.26% of portfolio	18,194	Q2 2025 New
SHY Ishares Barclays 1 3 Year Trea	$0	$1.69 Billion 1.25% of portfolio	20,369	Q2 2025 New
ACWV Ishares Msci Global Min Vol Fa	$0	$1.61 Billion 1.19% of portfolio	13,604	Q2 2025 New
FDL First Tr Morningstar Dividend	$0	$1.5 Billion 1.11% of portfolio	35,936	Q2 2025 New
DEED First Tr Exch Trd Fd Viii Firs	$0	$1.5 Billion 1.11% of portfolio	71,044	Q2 2025 New
SPY Spdr S&P 500 ETF Trust	$0	$1.43 Billion 1.06% of portfolio	2,321	Q2 2025 New
FYX First Tr Small Cap Core Alphad	$0	$1.43 Billion 1.06% of portfolio	14,652	Q2 2025 New
GLD Spdr Gold Trust	$116B	$1.32 Billion 0.97% of portfolio	4,318	Q2 2025 New
RDVY First Trust Rising Dividend Ac	$0	$1.3 Billion 0.96% of portfolio	20,657	Q2 2025 New
FCVT First Tr Exchange Traded Fd Iv	$0	$1.25 Billion 0.92% of portfolio	32,107	Q2 2025 New
TIP Ishares Tr Tips Bd ETF	$0	$1.2 Billion 0.89% of portfolio	10,913	Q2 2025 New
QQQ Invesco Qqq Trust, Series 1	$0	$1.2 Billion 0.89% of portfolio	2,169	Q2 2025 New
SCHZ Schwab Us Aggregate Bond ETF	$0	$1.16 Billion 0.86% of portfolio	49,935	Q2 2025 New
XLG Invesco Exchange Traded Fd Tr	$0	$949 Million 0.7% of portfolio	18,211	Q2 2025 New
IVV Ishares Core S&P 500 ETF	$0	$930 Million 0.69% of portfolio	1,498	Q2 2025 New
FMB First Tr Exchange Traded Fd Ii	$0	$868 Million 0.64% of portfolio	17,431	Q2 2025 New
DGRW Wisdomtree Tr Us Quality Divid	$0	$816 Million 0.6% of portfolio	9,740	Q2 2025 New
IVE Ishares S&P 500 Value ETF	$0	$781 Million 0.58% of portfolio	3,995	Q2 2025 New
IJK Ishares S&P Midcap 400 Growth	$0	$711 Million 0.53% of portfolio	7,811	Q2 2025 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$702 Million 0.52% of portfolio	1,592	Q2 2025 New
HYS Pimco ETF Tr 1 5 Yr High Yield	$0	$701 Million 0.52% of portfolio	7,379	Q2 2025 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$668 Million 0.49% of portfolio	23,801	Q2 2025 New
FLMI Franklin Dynamic Municipal Bon	$0	$650 Million 0.48% of portfolio	26,786	Q2 2025 New
FMHI First Tr ETF Iii Municipal Hig	$0	$642 Million 0.48% of portfolio	13,740	Q2 2025 New
GSY Invesco Actively Mngd ETF Tr U	$0	$508 Million 0.38% of portfolio	10,138	Q2 2025 New
XMMO Invesco Exchange Traded Fd Tr	$0	$507 Million 0.38% of portfolio	3,944	Q2 2025 New
BOND Pimco Active Bond Exchange Tra	$0	$505 Million 0.37% of portfolio	5,483	Q2 2025 New
FVD First Tr Value Line Divid Inde	$0	$445 Million 0.33% of portfolio	9,962	Q2 2025 New

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