Pds Planning, Inc ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ESGD Ishares Trust Ishares Esg Awar	$0	$722,000 0.06% of portfolio	8,840	Q1 2025 Added 1.14%
USMV Ishares Msci Usa Min Vol Facto	$0	$706,000 0.06% of portfolio	7,540	Q1 2025 Added 0.2%
FNDF Schwab Fundamental Intl Large	$0	$665,000 0.06% of portfolio	18,411	Q1 2025 Added 128.82%
VHT Vanguard Health Care ETF	$0	$652,000 0.06% of portfolio	2,465	Q1 2025 Reduced 6.56%
VYM Vanguard Whitehall Fds (Vangua	$0	$622,000 0.05% of portfolio	4,825	Q1 2025 Added 0.21%
AVIG American Centy ETF Tr Avantis	$0	$588,000 0.05% of portfolio	14,229	Q1 2025 New
PXF Invesco Iftse Rafi Dev Mkts Ex	$0	$588,000 0.05% of portfolio	11,324	Q4 2022 Reduced 1.01%
DGRW Wisdomtree Tr Us Quality Divid	$0	$586,000 0.05% of portfolio	7,340	Q4 2024 Reduced 60.5%
VDE Vanguard Energy ETF	$0	$557,000 0.05% of portfolio	4,298	Q1 2025 Reduced 0.62%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$531,000 0.05% of portfolio	15,219	Q1 2025 Added 0.07%
SCHD Schwab Strategic Tr Us Dividen	$0	$529,000 0.05% of portfolio	18,925	Q1 2025 Added 0.47%
SCHX Schwab Strategic Tr Us Large C	$0	$509,000 0.04% of portfolio	23,097	Q1 2025 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$485,000 0.04% of portfolio	4,958	Q1 2025 Added 5.22%
ESML Ishares Esg Aware Msci Usa Sma	$0	$463,000 0.04% of portfolio	12,076	Q1 2025 Added 0.27%
ACWV Ishares Msci Global Min Vol Fa	$0	$461,000 0.04% of portfolio	3,969	Q4 2024 Added 0.74%
JMUB Jp Morgan Tr Mun ETF (De)	$0	$450,000 0.04% of portfolio	9,003	Q1 2025 Added 0.82%
SCHF Schwab Strategic Tr Intl Eqty	$0	$416,000 0.04% of portfolio	21,044	Q1 2025 Added 6.57%
IQLT Ishares Msci Intl Quality Fact	$0	$393,000 0.03% of portfolio	9,912	Q1 2025 New
RSP Invesco S&P 500 Equal Weight E	$0	$392,000 0.03% of portfolio	2,267	Q1 2025 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$376,000 0.03% of portfolio	6,841	Q1 2025 Reduced 0.94%
ESGU Ishares Trust Ishares Esg Awar	$0	$363,000 0.03% of portfolio	2,980	Q1 2025 Added 0.27%
PABU Ishares Tr Ishares Paris Align	$0	$334,000 0.03% of portfolio	5,578	Q1 2025 Reduced 2.14%
SPIB Spdr Portfolio Intermediate Te	$0	$329,000 0.03% of portfolio	9,921	Q1 2025 Added 0.18%
MGC Vanguard Mega Cap ETF	$0	$307,000 0.03% of portfolio	1,526	Q1 2025 Added 0.2%
IWP Ishares Russell Mid Cap Growth	$0	$292,000 0.02% of portfolio	2,493	Q1 2025 Reduced 0.64%
VFH Vanguard Financial ETF	$0	$283,000 0.02% of portfolio	2,370	Q1 2025 Added 1.28%
VPU Vanguard Utilities ETF	$0	$274,000 0.02% of portfolio	1,609	Q1 2025 Added 0.63%
VBK Vanguard Small Cap Growth ETF	$0	$273,000 0.02% of portfolio	1,087	Q1 2025 Reduced 0.09%
DFUS Dimensional ETF Tr U S Equity	$0	$261,000 0.02% of portfolio	4,323	Q1 2025 Added 0.23%
DJP Barclays Bank PLC	$0	$260,000 0.02% of portfolio	8,067	Q2 2021 New
IXN Ishares Global Information Tec	$0	$259,000 0.02% of portfolio	3,426	Q4 2023 New
ACWI Ishares Msci Acwi ETF	$0	$258,000 0.02% of portfolio	2,222	Q4 2023 Added 0.59%
SCHE Schwab Strategic Tr Us Emergin	$0	$250,000 0.02% of portfolio	9,079	Q1 2025 Added 20.73%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$249,000 0.02% of portfolio	468	Q1 2025 Reduced 0.64%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$248,000 0.02% of portfolio	592	Q4 2024 Reduced 0.84%
IWD Ishares Russell 1000 Val ETF	$0	$239,000 0.02% of portfolio	1,273	Q1 2025 Reduced 3.63%
RWO Spdr Dow Jones Global Real Est	$0	$233,000 0.02% of portfolio	5,355	Q1 2025 Added 0.36%
EFAV Ishares Msci Eafe Min Vol Fact	$0	$228,000 0.02% of portfolio	2,930	Q4 2023 Reduced 54.38%
SUSB Ishares Tr Ishares Esg Aware 1	$0	$220,000 0.02% of portfolio	8,824	Q1 2025 Added 0.73%
IWM Ishares Russell 2000 ETF	$0	$217,000 0.02% of portfolio	1,088	Q1 2025 Reduced 2.6%
IJR Ishares Core S&P Sm Cap ETF	$0	$216,000 0.02% of portfolio	2,072	Q1 2025 Reduced 8.36%
XLE Energy Sector Spdr	$0	$215,000 0.02% of portfolio	2,307	Q1 2025 Reduced 9.32%
DFAS Dimensional ETF Tr U S Small C	$0	$210,000 0.02% of portfolio	3,529	Q1 2025 Added 0.2%
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$206,000 0.02% of portfolio	4,110	Q1 2025 Added 0.15%
HDV Ishares Core High Dividend ETF	$0	$203,000 0.02% of portfolio	1,678	Q1 2025 New
EFA Ishares Tr Msci Eafe ETF	$0	$201,000 0.02% of portfolio	2,460	Q1 2025 New
VSGX Vanguard World Fd Esg Intl Stk	$0	$161,000 0.01% of portfolio	2,733	Q1 2025 Added 0.63%
SCHA Schwab Strategic Tr Us Small C	$0	$40,000 0.0% of portfolio	1,728	Q1 2025 Reduced 32.24%

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