Sagespring Wealth Partners, LLC ETFs

Sagespring Wealth Partners, LLC

$4.64 Trillion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FTEC Fidelity Covington Tr Msci Inf	$0	$375 Million 0.01% of portfolio	1,900	Q2 2025 Added 1.55%
IGSB Ishares Trust Ishares 1 5 Year	$0	$356 Million 0.01% of portfolio	6,750	Q2 2025 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$352 Million 0.01% of portfolio	6,837	Q2 2025 Reduced 1.27%
GNMA Ishares Gnma Bond ETF	$0	$345 Million 0.01% of portfolio	7,841	Q2 2025 Reduced 4.11%
IUSV Ishares Core S&P U.S. Value Et	$0	$333 Million 0.01% of portfolio	3,523	Q4 2024 New
IXN Ishares Global Information Tec	$0	$332 Million 0.01% of portfolio	3,595	Q2 2025 Reduced 4.46%
HYG Ishares Tr	$0	$332 Million 0.01% of portfolio	4,110	Q2 2025 Reduced 18.36%
XLY Select Sector Spdr Consumer Di	$0	$330 Million 0.01% of portfolio	1,519	Q2 2025 Reduced 6.41%
MOAT Vaneck Morningstar Wide Moat E	$0	$328 Million 0.01% of portfolio	3,498	Q2 2025 Reduced 22.83%
PJAN Innovator U.S. Equity Power Bu	$0	$326 Million 0.01% of portfolio	7,407	Q2 2025 Added 5.48%
PFEB Innovator U.S. Equity Power Bu	$0	$324 Million 0.01% of portfolio	8,535	Q2 2025 Added 5.71%
IHDG Wisdomtree Tr	$0	$317 Million 0.01% of portfolio	7,032	Q2 2025 New
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$316 Million 0.01% of portfolio	13,586	Q2 2025 Reduced 8.99%
VONV Vanguard Russell 1000 Value Et	$0	$315 Million 0.01% of portfolio	3,702	Q2 2025 Reduced 47.26%
LQD Ishares Iboxx $ Investment Gra	$0	$315 Million 0.01% of portfolio	2,876	Q2 2025 Added 6.09%
AOM Ishares Tr Core Moderate Alloc	$0	$313 Million 0.01% of portfolio	6,803	Q2 2025 Reduced 0.38%
VBR Vanguard Small Cap Value ETF	$0	$306 Million 0.01% of portfolio	1,568	Q2 2025 New
ESGD Ishares Trust Ishares Esg Awar	$0	$302 Million 0.01% of portfolio	3,385	Q2 2025 New
VOOG Vanguard S&P 500 Growth ETF	$0	$302 Million 0.01% of portfolio	762	Q2 2025 Added 5.98%
FNDX Schwab Fundamental U S Large C	$0	$296 Million 0.01% of portfolio	12,063	Q2 2025 Reduced 11.74%
BJAN Innovator U.S. Equity Buffer E	$0	$286 Million 0.01% of portfolio	5,690	Q1 2025 New
TLTD Flexshares Morningstar Dev Mkt	$0	$281 Million 0.01% of portfolio	3,361	Q2 2025 Reduced 0.36%
IWP Ishares Russell Mid Cap Growth	$0	$279 Million 0.01% of portfolio	2,009	Q1 2025 Reduced 0.05%
UJAN Innovator U.S. Equity Ultra Bu	$0	$270 Million 0.01% of portfolio	6,674	Q2 2025 New
IWX Ishares Tr Russell 200 Value E	$0	$265 Million 0.01% of portfolio	3,145	Q4 2024 New
SYLD Cambria Shareholder Yld ETF	$0	$263 Million 0.01% of portfolio	4,038	Q2 2025 Added 4.69%
FVAL Fidelity Covington Tr Value Fa	$0	$257 Million 0.01% of portfolio	4,020	Q2 2025 Reduced 62.38%
WWJD Northern Lts Fd Tr Iv Inspire	$0	$256 Million 0.01% of portfolio	7,477	Q2 2025 New
JPSE J P Morgan Diversified Return	$0	$248 Million 0.01% of portfolio	5,444	Q2 2025 Reduced 1.27%
OUNZ Van Eck Merk Gold Trust	$1.3B	$239 Million 0.01% of portfolio	7,509	Q2 2025 Reduced 11.52%
IGE Ishares Tr North Amern Nat Res	$0	$236 Million 0.01% of portfolio	5,343	Q2 2025 Reduced 0.96%
VWO Vanguard Ftse Emerging Mkts Et	$0	$234 Million 0.01% of portfolio	4,741	Q2 2025 Reduced 44.97%
FTCS First Trust Capital Strength E	$0	$230 Million 0.0% of portfolio	2,535	Q2 2025 Added 1.4%
AOR Ishares Tr Core Growth Allocat	$0	$216 Million 0.0% of portfolio	3,515	Q2 2025 Reduced 39.67%
FNOV First Tr ETF Viii Ft Cboe Vest	$0	$215 Million 0.0% of portfolio	4,296	Q2 2025 Reduced 54.65%
DFAT Dimensional ETF Tr U S Target	$0	$214 Million 0.0% of portfolio	3,963	Q2 2025 Reduced 54.6%
DVY Ishares Tr	$0	$207 Million 0.0% of portfolio	1,561	Q2 2025 Added 4.77%
VXUS Vanguard Star Fd Vanguard Tota	$0	$203 Million 0.0% of portfolio	2,936	Q2 2025 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$200 Million 0.0% of portfolio	5,591	Q2 2025 Reduced 58.66%

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