Strategic Family Wealth Counselors, L.L.C. ETFs

Strategic Family Wealth Counselors, L.L.C.

$291 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SCHD Schwab Strategic Tr Us Dividen	$0	$13.5 Million 4.64% of portfolio	482,234	Q1 2025 Added 1.91%
SCHG Schwab Strategic Tr Us Large C	$0	$12.5 Million 4.31% of portfolio	500,522	Q1 2025 Added 0.1%
SPY Spdr S&P 500 ETF Trust	$0	$10.7 Million 3.66% of portfolio	19,039	Q1 2025 Added 3.61%
VYM Vanguard Whitehall Fds (Vangua	$0	$10.4 Million 3.57% of portfolio	80,473	Q1 2025 Added 1.89%
SCHX Schwab Strategic Tr Us Large C	$0	$9.58 Million 3.3% of portfolio	433,969	Q1 2025 Added 0.04%
CGGR Capital Group Growth ETF Shs C	$0	$9.42 Million 3.24% of portfolio	275,037	Q1 2025 Added 1.97%
RSP Invesco S&P 500 Equal Weight E	$0	$9.35 Million 3.22% of portfolio	53,961	Q1 2025 Added 2.51%
SCHM Schwab Strategic U.S. Mid Cap	$0	$9.26 Million 3.18% of portfolio	353,307	Q1 2025 Added 0.95%
SCHA Schwab Strategic Tr Us Small C	$0	$8.65 Million 2.98% of portfolio	369,254	Q1 2025 Added 0.38%
DLN Wisdomtree Tr U.S Largecap Div	$0	$8.6 Million 2.96% of portfolio	108,358	Q1 2025 Added 1.62%
SDY Spdr Series Tr Spdr S&P Divide	$0	$8.03 Million 2.76% of portfolio	59,157	Q1 2025 Added 1.6%
FVD First Tr Value Line Divid Inde	$0	$7.06 Million 2.43% of portfolio	158,403	Q1 2025 Added 0.68%
VTV Vanguard Value ETF	$0	$6.86 Million 2.36% of portfolio	39,699	Q1 2025 Added 4.04%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$6.68 Million 2.3% of portfolio	89,396	Q1 2025 Added 0.24%
SCHB Schwab Strategic Tr Us Broad M	$0	$5.4 Million 1.86% of portfolio	250,652	Q1 2025 Reduced 2.36%
IWF Ishares Russell 1000 Gr ETF	$0	$5.26 Million 1.81% of portfolio	14,555	Q1 2025 Added 0.99%
AOR Ishares Tr Core Growth Allocat	$0	$5.15 Million 1.77% of portfolio	89,396	Q1 2025 Added 0.13%
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$4.94 Million 1.7% of portfolio	90,301	Q1 2025 Added 6.41%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$4.63 Million 1.59% of portfolio	97,327	Q1 2025 Reduced 3.41%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$4.53 Million 1.56% of portfolio	89,476	Q1 2025 Added 2.31%
HDV Ishares Core High Dividend ETF	$0	$4.21 Million 1.45% of portfolio	34,735	Q1 2025 Added 1.11%
VNLA Janus Henderson Short Duration	$0	$3.23 Million 1.11% of portfolio	65,672	Q1 2025 Added 14.93%
VUG Vanguard Growth ETF	$0	$3.18 Million 1.09% of portfolio	8,565	Q1 2025 Added 1.3%
VOO Vanguard Index Fds S&P 500 ETF	$0	$3.11 Million 1.07% of portfolio	6,049	Q1 2025 Added 15.53%
QQQ Invesco Qqq Trust, Series 1	$0	$3.07 Million 1.05% of portfolio	6,540	Q1 2025 Reduced 0.76%
VO Vanguard Mid Cap ETF	$0	$2.81 Million 0.97% of portfolio	10,864	Q1 2025 Reduced 1.41%
VB Vanguard Small Cap ETF	$0	$2.48 Million 0.85% of portfolio	11,171	Q1 2025 Added 3.42%
USMV Ishares Msci Usa Min Vol Facto	$0	$2.31 Million 0.79% of portfolio	24,633	Q1 2025 Added 2.64%
VGT Vanguard Information Technolog	$0	$1.9 Million 0.65% of portfolio	3,496	Q1 2025 Added 1.95%
GSLC Goldman Sachs ETF Tr Activebet	$0	$1.83 Million 0.63% of portfolio	16,659	Q1 2025 Added 0.02%
VT Vanguard Total World Stk Index	$0	$1.72 Million 0.59% of portfolio	14,796	Q1 2025 Added 0.07%
ACWI Ishares Msci Acwi ETF	$0	$1.66 Million 0.57% of portfolio	14,274	Q1 2025 Added 0.91%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$1.56 Million 0.54% of portfolio	24,625	Q1 2025 Reduced 0.23%
SCHF Schwab Strategic Tr Intl Eqty	$0	$1.53 Million 0.53% of portfolio	77,551	Q1 2025 Added 0.6%
IWR Ishares Russell Mid Cap ETF	$0	$1.44 Million 0.49% of portfolio	16,870	Q1 2025 Added 2.22%
SHM Spdr Nuveen Bloomberg Short Te	$0	$1.41 Million 0.49% of portfolio	29,693	Q1 2025 New
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$1.34 Million 0.46% of portfolio	64,990	Q1 2025 Added 14.47%
CGCP Capital Group Core Plus Income	$0	$1.34 Million 0.46% of portfolio	59,739	Q1 2025 Added 4.72%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$1.34 Million 0.46% of portfolio	27,007	Q1 2025 Added 0.1%
CGGO Capital Group Global Growth Eq	$0	$1.23 Million 0.42% of portfolio	43,390	Q1 2025 Added 23.54%
SCHC Schwab Strategic Tr Intl Small	$0	$1.04 Million 0.36% of portfolio	29,057	Q1 2025 Added 5.18%
SPSK Tidal ETF Tr Sp Fds Dow Jones	$0	$1.03 Million 0.35% of portfolio	57,244	Q1 2025 Added 3.53%
IWS Ishares Russell Midcap Value E	$0	$988,000 0.34% of portfolio	7,850	Q2 2023 Reduced 1.94%
BITQ Exchange Traded Concepts Tr Bi	$0	$963,000 0.33% of portfolio	79,392	Q1 2025 Added 2.19%
BSCQ Invesco Et Self Idxd Fd Tr Bul	$0	$958,000 0.33% of portfolio	49,220	Q1 2025 Added 34.85%
IWV Ishares Russell 3000 ETF	$0	$849,000 0.29% of portfolio	2,674	Q3 2019 Reduced 9.57%
TOTL Ssga Active ETF Tr Spdr Doblel	$0	$837,000 0.29% of portfolio	20,798	Q1 2025 Added 14.88%
RDVY First Trust Rising Dividend Ac	$0	$680,000 0.23% of portfolio	11,619	Q1 2025 Added 4.89%
IVW Ishares S&P 500 Growth ETF	$0	$658,000 0.23% of portfolio	7,096	Q4 2024 Added 14.84%
JEPI J P Morgan Exchange Traded Fd	$0	$651,000 0.22% of portfolio	11,399	Q1 2025 Added 21.1%

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