Plante Moran Financial Advisors, LLC ETFs

Plante Moran Financial Advisors, LLC

$1.42 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IEFA Ishares Tr	$0	$341,000 0.02% of portfolio	4,092	Q2 2025 Added 13.04%
MGC Vanguard Mega Cap ETF	$0	$336,000 0.02% of portfolio	1,498	Q4 2024 New
SCHB Schwab Strategic Tr Us Broad M	$0	$336,000 0.02% of portfolio	14,121	Q2 2025 Added 0.26%
QUAL Ishares Msci Usa Quality Facto	$0	$336,000 0.02% of portfolio	1,839	Q2 2025 Added 0.88%
EFV Msci Eafe Value ETF	$0	$335,000 0.02% of portfolio	5,290	Q2 2025 Added 3.56%
RSP Invesco S&P 500 Equal Weight E	$0	$333,000 0.02% of portfolio	1,836	Q2 2025 Added 21.67%
GLD Spdr Gold Trust	$116B	$324,000 0.02% of portfolio	1,064	Q2 2025 Reduced 13.99%
IYW Ishares Dj Us Tech ETF	$0	$321,000 0.02% of portfolio	1,856	Q2 2025 Reduced 1.28%
DFAC Dimensional ETF Tr U S Core Eq	$0	$304,000 0.02% of portfolio	8,485	Q3 2024 Reduced 3.18%
DVY Ishares Tr	$0	$299,000 0.02% of portfolio	2,256	Q2 2025 Added 6.52%
IWN Ishares Russell2000 Val ETF	$0	$298,000 0.02% of portfolio	1,892	Q2 2025 Added 3.22%
FMB First Tr Exchange Traded Fd Ii	$0	$295,000 0.02% of portfolio	5,926	Q2 2025 Reduced 66.19%
FEX First Tr Large Cap Core Alphde	$0	$293,000 0.02% of portfolio	2,669	Q2 2021 Reduced 8.66%
XLY Select Sector Spdr Consumer Di	$0	$273,000 0.02% of portfolio	1,257	Q2 2025 Reduced 10.41%
FTGC First Trust Global Tactical CO	$0	$267,000 0.02% of portfolio	10,831	Q2 2023 New
ESGD Ishares Trust Ishares Esg Awar	$0	$264,000 0.02% of portfolio	2,963	Q2 2025 Added 3.28%
IMCV Ishares Morningstar Mid Cap Va	$0	$262,000 0.02% of portfolio	3,453	Q2 2024 Added 4.64%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$250,000 0.02% of portfolio	569	Q4 2024 Added 76.71%
IWS Ishares Russell Midcap Value E	$0	$243,000 0.02% of portfolio	1,840	Q2 2025 Added 2.28%
VEU Vanguard Ftse All World Ex Us	$0	$235,000 0.02% of portfolio	3,499	Q2 2025 Reduced 3.21%
ONEQ Fidelity Nasdaq Composite Inde	$0	$226,000 0.02% of portfolio	2,826	Q2 2025 Reduced 30.07%
SCHF Schwab Strategic Tr Intl Eqty	$0	$212,000 0.01% of portfolio	9,634	Q2 2025 Added 44.52%
EFG Msci Eafe Growth ETF	$0	$207,000 0.01% of portfolio	1,852	Q2 2025 Added 7.42%
VT Vanguard Total World Stk Index	$0	$191,000 0.01% of portfolio	1,492	Q2 2025 Added 1.84%
IYH Ishares Tr	$0	$188,000 0.01% of portfolio	3,335	Q1 2024 Added 400.0%
DGRW Wisdomtree Tr Us Quality Divid	$0	$186,000 0.01% of portfolio	2,232	Q2 2025 Added 167.95%
IJS Ishares S&P Smallcap 600 Value	$0	$184,000 0.01% of portfolio	1,856	Q4 2024 Added 20.75%
DGRO Ishares Core Dividend Growth E	$0	$177,000 0.01% of portfolio	2,770	Q2 2025 Reduced 23.8%
IAU Ishares Gold Trust	$58.3B	$172,000 0.01% of portfolio	2,763	Q2 2025 Reduced 60.9%
IWO Ishares Russell 2000 Gwt ETF	$0	$169,000 0.01% of portfolio	592	Q2 2025 Added 1.89%
VHT Vanguard Health Care ETF	$0	$167,000 0.01% of portfolio	674	Q2 2025 Reduced 15.96%
XLV Select Sector Spdr Fund Health	$0	$162,000 0.01% of portfolio	1,203	Q1 2025 Reduced 27.92%
XLC Select Sector Spdr Tr Communic	$0	$152,000 0.01% of portfolio	1,404	Q2 2025 Added 2.93%
FNDX Schwab Fundamental U S Large C	$0	$143,000 0.01% of portfolio	5,853	Q2 2025 Reduced 23.85%
GSLC Goldman Sachs ETF Tr Activebet	$0	$139,000 0.01% of portfolio	1,150	Q2 2025 Added 12.97%
IMCB Ishares Morningstar Mid Cap Et	$0	$133,000 0.01% of portfolio	1,675	Q4 2024 Reduced 49.74%
GBTC Grayscale Bitcoin Trust (Btc)	$62.3B	$133,000 0.01% of portfolio	1,579	Q2 2025 Added 7.34%
SCHA Schwab Strategic Tr Us Small C	$0	$129,000 0.01% of portfolio	5,114	Q2 2025 Added 21.01%
VXUS Vanguard Star Fd Vanguard Tota	$0	$128,000 0.01% of portfolio	1,856	Q1 2025 Added 32.57%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$125,000 0.01% of portfolio	1,720	Q1 2025 Reduced 27.79%
DLN Wisdomtree Tr U.S Largecap Div	$0	$124,000 0.01% of portfolio	1,516	Q2 2025 Added 441.43%
BND Vanguard Bd Index Fd Inc Total	$0	$124,000 0.01% of portfolio	1,697	Q2 2025 Added 165.99%
CGGR Capital Group Growth ETF Shs C	$0	$124,000 0.01% of portfolio	3,073	Q3 2024 Added 0.16%
SPGM Spdr Index Shs Fds S Spdr Port	$0	$120,000 0.01% of portfolio	1,753	Q1 2021 New
OEF Ishares S&P 100 ETF	$0	$120,000 0.01% of portfolio	453	Q2 2025 Reduced 1.95%
XLI Industrial Sector Spdr	$0	$107,000 0.01% of portfolio	728	Q2 2024 Added 0.14%
IGV Ishares Expanded Tech Software	$0	$99,000 0.01% of portfolio	905	Q1 2024 Added 400.0%
XLF Financial Sector Spdr	$0	$98,000 0.01% of portfolio	1,879	Q2 2025 Added 2.06%
VGK Vanguard Ftse Europe ETF Ftse	$0	$92,000 0.01% of portfolio	1,189	Q1 2025 Reduced 28.93%
PPA Invesco Exchange Traded Fd Tr	$0	$89,000 0.01% of portfolio	635	Q1 2025 Reduced 24.94%

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