Pensionmark Financial Group, LLC ETFs

Pensionmark Financial Group, LLC

$3.72 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ESGV Vanguard World Fd Esg U.S. Sto	$0	$234,000 0.01% of portfolio	2,391	Q1 2025 Added 0.04%
ISTB Ihares Core 1 5 Years Usd Bond	$0	$232,000 0.01% of portfolio	4,800	Q1 2025 Added 0.59%
POCT Innovator U.S. Equity Power Bu	$0	$231,000 0.01% of portfolio	5,958	Q1 2025 Reduced 17.05%
GUNR Flexshares Tr Morningstar Glob	$0	$224,000 0.01% of portfolio	5,790	Q1 2025 Added 1.69%
TFI Spdr Nuveen Bloomberg Municipa	$0	$224,000 0.01% of portfolio	4,988	Q1 2025 New
VONE Vanguard Russell 1000 ETF	$0	$219,000 0.01% of portfolio	866	Q1 2025 Added 5.61%
XSMO Invesco S&P Smallcap Momentum	$0	$217,000 0.01% of portfolio	3,460	Q1 2025 New
IWC Russell Micro Cap ETF	$0	$216,000 0.01% of portfolio	1,950	Q1 2025 Reduced 1.52%
USFR Wisdomtree Floating Rate Treas	$0	$216,000 0.01% of portfolio	4,295	Q1 2025 Reduced 6.41%
FLSP Franklin Templeton ETF Tr Lib	$0	$214,000 0.01% of portfolio	8,738	Q1 2025 New
FTSD Franklin ETF Tr Liberty Short	$0	$211,000 0.01% of portfolio	2,334	Q3 2024 New
SHM Spdr Nuveen Bloomberg Short Te	$0	$211,000 0.01% of portfolio	4,437	Q1 2025 New
XSD Spdr Tr Ser Spdr S&P Semicondu	$0	$210,000 0.01% of portfolio	1,047	Q1 2025 Reduced 93.35%
MLN Vaneck Long Muni ETF	$0	$208,000 0.01% of portfolio	12,001	Q1 2025 Reduced 8.44%
VFVA Vanguard Wellington Fd U S Val	$0	$207,000 0.01% of portfolio	1,822	Q2 2024 Reduced 59.65%
EES Wisdomtree U.S. Smallcap Fund	$0	$204,000 0.01% of portfolio	4,181	Q1 2025 Reduced 90.2%
PMAR Innovator U.S. Equity Power Bu	$0	$203,000 0.01% of portfolio	5,100	Q1 2025 Reduced 1.92%
IWY Ishares Tr Russell 200 Growth	$0	$201,000 0.01% of portfolio	953	Q1 2025 Reduced 96.7%
IGEB Ishares Tr Edge Invt Grade Enh	$0	$200,000 0.01% of portfolio	4,455	Q1 2025 Reduced 76.64%
FPE First Tr Pfd Secs & Income ETF	$0	$194,000 0.01% of portfolio	11,075	Q1 2025 New
PLW Invesco 1 30 Laddered Treasury	$0	$0 0.0% of portfolio	16,373	Q1 2025 Added 7.06%
RGI Invesco S&P 500 Equal Weight I	$0	$0 0.0% of portfolio	7,000	Q3 2024 Added 41.41%
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	6,770	Q1 2024 New

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