Retirement Planning CO Of New England, Inc. ETFs

Retirement Planning CO Of New England, Inc.

$189 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VO Vanguard Mid Cap ETF	$0	$2.63 Million 1.4% of portfolio	10,178	Q1 2025 Reduced 52.49%
VNQ Vanguard Specialized Funds Van	$0	$2.13 Million 1.13% of portfolio	23,524	Q1 2025 Added 55.28%
TQQQ Proshares Ultrapro Qqq	$0	$1.69 Million 0.89% of portfolio	29,411	Q1 2025 New
VB Vanguard Small Cap ETF	$0	$1.64 Million 0.87% of portfolio	7,375	Q1 2025 Reduced 57.11%
VUG Vanguard Growth ETF	$0	$1.6 Million 0.85% of portfolio	4,324	Q1 2025 Added 468.95%
USD Proshares Ultra Semiconductors	$0	$1.31 Million 0.69% of portfolio	32,396	Q1 2025 New
DVY Ishares Tr	$0	$1.27 Million 0.68% of portfolio	9,487	Q1 2025 Added 282.69%
VYM Vanguard Whitehall Fds (Vangua	$0	$1.15 Million 0.61% of portfolio	8,925	Q1 2025 Added 262.66%
TDIV First Trust Nasdaq Technology	$0	$1.13 Million 0.6% of portfolio	15,395	Q1 2025 New
VGT Vanguard Information Technolog	$0	$1.11 Million 0.59% of portfolio	2,040	Q1 2025 Added 262.34%
ROM Proshares Ultra Technology	$0	$1.02 Million 0.54% of portfolio	19,081	Q1 2025 New
IHI Ishares Tr Dow Jones Us Medica	$0	$988,000 0.52% of portfolio	16,421	Q1 2025 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$951,000 0.5% of portfolio	1,851	Q1 2025 Reduced 19.21%
VHT Vanguard Health Care ETF	$0	$873,000 0.46% of portfolio	3,298	Q1 2025 Added 54.26%
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$845,000 0.45% of portfolio	12,855	Q1 2025 New
ITB Ishares Tr	$0	$803,000 0.43% of portfolio	8,436	Q1 2025 New
SPMD Spdr Portfolio	$0	$798,000 0.42% of portfolio	15,606	Q1 2025 Added 156.68%
IYT Ishares Tr U.S. Transportation	$0	$782,000 0.41% of portfolio	12,218	Q1 2025 New
QQQE Direxion Nasdaq 100 Equal Weig	$0	$707,000 0.38% of portfolio	8,118	Q1 2025 Reduced 39.71%
QQQM Invesco Exchange Traded Fd Tr	$0	$701,000 0.37% of portfolio	3,635	Q1 2025 Added 97.02%
PHO Invesco Exchange Traded Fd Tr	$0	$619,000 0.33% of portfolio	9,602	Q1 2025 New
IGM Ishares Expanded Tech Sector E	$0	$618,000 0.33% of portfolio	6,826	Q1 2025 Added 1.61%
RSP Invesco S&P 500 Equal Weight E	$0	$607,000 0.32% of portfolio	3,508	Q1 2025 Added 110.69%
SPSM Spdr Portfolio S&P 600 Small C	$0	$599,000 0.32% of portfolio	14,706	Q1 2025 Added 50.37%
IAK Ishares Tr	$0	$597,000 0.32% of portfolio	4,336	Q1 2025 New
KWEB Kraneshares Tr Csi China Inter	$0	$555,000 0.29% of portfolio	15,906	Q1 2025 New
XLRE Select Sector Spdr Tr Real Est	$0	$500,000 0.27% of portfolio	11,965	Q1 2025 Added 22.83%
TNA Direxion Daily Small Cap Bull	$0	$486,000 0.26% of portfolio	16,637	Q1 2025 New
IJS Ishares S&P Smallcap 600 Value	$0	$463,000 0.25% of portfolio	4,753	Q1 2025 Reduced 28.36%
XLU Utilities Sector Spdr	$0	$463,000 0.25% of portfolio	5,882	Q1 2025 New
VV Vanguard Large Cap ETF	$0	$448,000 0.24% of portfolio	1,744	Q1 2025 Reduced 69.86%
SKYY First Trust Cloud Computing Et	$0	$444,000 0.24% of portfolio	4,347	Q1 2025 New
REGL Proshares Tr S&P Midcap 400 Di	$0	$434,000 0.23% of portfolio	5,390	Q1 2025 Reduced 10.54%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$389,000 0.21% of portfolio	927	Q1 2025 Added 46.68%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$371,000 0.2% of portfolio	697	Q1 2025 New
RYLD Global X Fds Russell 2000 Cove	$0	$365,000 0.19% of portfolio	24,228	Q1 2025 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$364,000 0.19% of portfolio	7,132	Q1 2025 New
GBTC Grayscale Bitcoin Trust (Btc)	$58B	$349,000 0.19% of portfolio	5,368	Q1 2025 New
KRE Spdr S&P Regional Banking ETF	$0	$333,000 0.18% of portfolio	5,870	Q1 2025 New
VTV Vanguard Value ETF	$0	$331,000 0.18% of portfolio	1,921	Q1 2025 New
VFH Vanguard Financial ETF	$0	$323,000 0.17% of portfolio	2,710	Q1 2025 Reduced 44.63%
VIS Vanguard Industrial ETF	$0	$294,000 0.16% of portfolio	1,188	Q1 2025 Added 3.3%
VPU Vanguard Utilities ETF	$0	$284,000 0.15% of portfolio	1,666	Q1 2025 New
FAS Direxion Daily Financial Bull	$0	$284,000 0.15% of portfolio	1,796	Q1 2025 New
IJJ Ishares S&P Midcap 400 Value E	$0	$262,000 0.14% of portfolio	2,195	Q1 2025 Reduced 68.64%
QQQJ Invesco Exchange Traded Fd Tr	$0	$254,000 0.13% of portfolio	8,772	Q1 2025 Reduced 38.72%
IWM Ishares Russell 2000 ETF	$0	$253,000 0.13% of portfolio	1,270	Q1 2025 Reduced 57.58%
TECL Direxion Daily Technology Bull	$0	$252,000 0.13% of portfolio	4,317	Q1 2025 New
VEU Vanguard Ftse All World Ex Us	$0	$250,000 0.13% of portfolio	4,132	Q1 2025 New
EWZ Ishares Inc Msci Brazil ETF	$0	$247,000 0.13% of portfolio	9,589	Q1 2025 New

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