N.E.W. Advisory Services LLC ETFs

N.E.W. Advisory Services LLC

$1.11 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IUSV Ishares Core S&P U.S. Value Et	$0	$10,000 0.0% of portfolio	108	Q2 2025 Reduced 50.0%
IUSB Ishares Core Total Usd Bond Ma	$0	$10,000 0.0% of portfolio	228	Q3 2025 Reduced 58.32%
SPBO Spdr Ser Tr Spdr Portfolio Cor	$0	$10,000 0.0% of portfolio	356	Q1 2025 New
DFUS Dimensional ETF Tr U S Equity	$0	$10,000 0.0% of portfolio	145	Q2 2025 Reduced 50.0%
GBTC Grayscale Bitcoin Trust (Btc)	$51.1B	$9,000 0.0% of portfolio	104	Q3 2025 Reduced 98.03%
NMAI Nuveen Multi Asset Income Fund	$0	$9,000 0.0% of portfolio	728	Q1 2025 New
SPEU Spdr Index Shs Fds Spdr Portfo	$0	$9,000 0.0% of portfolio	190	Q2 2025 Added 1.6%
XLC Select Sector Spdr Tr Communic	$0	$8,000 0.0% of portfolio	68	Q1 2025 New
IAT Ishares Tr	$0	$8,000 0.0% of portfolio	157	Q1 2025 New

EVX Vaneck ETF Tr Environmental Se	$0	$8,000 0.0% of portfolio	220	Q1 2025 New
TPSC Timothy Plan U S Sm Cap Core E	$0	$7,000 0.0% of portfolio	170	Q2 2025 Reduced 92.66%
IFRA Ishares Tr	$0	$7,000 0.0% of portfolio	140	Q1 2025 New
TAN Invesco ETF Tr Ii Solar ETF	$0	$7,000 0.0% of portfolio	173	Q1 2025 New
FHLC Fidelity Covington Tr Msci Hea	$0	$6,000 0.0% of portfolio	100	Q2 2025 Reduced 56.33%
TPHD Timothy Plan High Divid Stk Et	$0	$6,000 0.0% of portfolio	176	Q3 2025 Added 0.57%
FITE Spdr S&P Kensho Future Securit	$0	$5,000 0.0% of portfolio	65	Q1 2025 New
USCI United States Commodity Index Funds Trust	$440M	$5,000 0.0% of portfolio	76	Q1 2025 New
JETS ETF Ser Solutions U S Global J	$0	$5,000 0.0% of portfolio	221	Q1 2025 New

SCHP Schwab Strategic Us Tips ETF	$0	$4,000 0.0% of portfolio	184	Q3 2025 Reduced 22.69%
BOTZ Global X Fds	$0	$4,000 0.0% of portfolio	138	Q2 2025 Added 81.58%
FINS Angel Oak Financial Strategies Income Term Trust	$0	$4,000 0.0% of portfolio	357	Q2 2025 Reduced 50.0%
MTUM Ishares Msci Usa Momentum Fact	$0	$4,000 0.0% of portfolio	16	Q2 2025 Reduced 50.0%
QTEC First Trust Nasdaq 100 Technol	$0	$4,000 0.0% of portfolio	20	Q2 2025 Reduced 50.0%
FSEP First Tr ETF Viii Cboe Vest Us	$0	$4,000 0.0% of portfolio	90	Q2 2025 Reduced 50.0%
KBWR Invesco ETF Tr Ii Kbw Regional	$0	$3,000 0.0% of portfolio	56	Q1 2025 New
XLU Utilities Sector Spdr	$0	$3,000 0.0% of portfolio	35	Q2 2025 Reduced 92.08%
IGF Ishares Global Infrastructure	$0	$3,000 0.0% of portfolio	59	Q1 2025 New
GOVT Ishares U.S. Treasury Bond ETF	$0	$3,000 0.0% of portfolio	169	Q2 2025 Reduced 50.0%
FCVT First Tr Exchange Traded Fd Iv	$0	$3,000 0.0% of portfolio	89	Q3 2025 Reduced 35.51%
KNG Ft Cboe Vest S&P 500 Dividend	$0	$3,000 0.0% of portfolio	76	Q3 2025 Reduced 88.25%
XOP Spdr Ser Tr Oil & Gas Explorat	$0	$3,000 0.0% of portfolio	28	Q2 2025 Reduced 50.0%
EWC Ishares Msci Canada ETF	$0	$3,000 0.0% of portfolio	73	Q2 2025 Reduced 50.0%
TLH Ishares Barclays 10 20 Yr Trea	$0	$2,000 0.0% of portfolio	23	Q1 2025 New
IWF Ishares Russell 1000 Gr ETF	$0	$2,000 0.0% of portfolio	5	Q2 2025 Reduced 97.35%
KRE Spdr S&P Regional Banking ETF	$0	$2,000 0.0% of portfolio	35	Q1 2025 New
SPIP Spdr Ser Tr Spdr Portfolio Tip	$0	$2,000 0.0% of portfolio	81	Q3 2025 Added 1.25%
SPLB Spdr Portfolio Long Term Corpo	$0	$2,000 0.0% of portfolio	88	Q3 2025 Added 1.15%
ACWX Ishares Msci Acwi Ex Us ETF	$0	$2,000 0.0% of portfolio	40	Q1 2025 New
AIQ Global X Funds Global X Artifi	$0	$2,000 0.0% of portfolio	50	Q2 2025 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$2,000 0.0% of portfolio	62	Q2 2025 Reduced 50.0%
TMFC Rbb Rf Inc Motley Fool 100 Ind	$0	$1,000 0.0% of portfolio	26	Q1 2025 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$1,000 0.0% of portfolio	26	Q2 2025 Reduced 50.0%
IWR Ishares Russell Mid Cap ETF	$0	$1,000 0.0% of portfolio	14	Q2 2025 Reduced 96.09%
DFAT Dimensional ETF Tr U S Target	$0	$1,000 0.0% of portfolio	31	Q2 2025 Reduced 50.0%
IWD Ishares Russell 1000 Val ETF	$0	$1,000 0.0% of portfolio	8	Q2 2025 Reduced 96.3%
SPTL Spdr Portfolio Long Term Treas	$0	$1,000 0.0% of portfolio	60	Q3 2025 Added 1.69%
USMV Ishares Msci Usa Min Vol Facto	$0	$1,000 0.0% of portfolio	11	Q2 2025 Reduced 50.0%
DBMF Litman Gregory Fds Tr Imgp Dbi	$0	$0 0.0% of portfolio	32	Q1 2025 New
EMB Ishares Tr	$0	$0 0.0% of portfolio	8	Q2 2025 Reduced 50.0%
RPV Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	6	Q1 2025 New

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