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

Strategic Family Wealth Counselors, L.L.C.

$281 Million
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
JEPI J P Morgan Exchange Traded Fd	$0	$589,000 0.21% of portfolio	9,907	Q3 2024 Added 16.79%
BSCR Invesco Et Self Idxd Fd Tr Bul	$0	$543,000 0.19% of portfolio	27,548	Q3 2024 New
FIXD First Tr ETF Viii Tcw Opportun	$0	$510,000 0.18% of portfolio	11,275	Q3 2024 Reduced 12.51%
FIVG ETF Ser Solutions Defiance Nex	$0	$441,000 0.16% of portfolio	10,865	Q3 2024 Added 0.17%
IVV Ishares Core S&P 500 ETF	$0	$437,000 0.16% of portfolio	758	Q3 2024 Added 9.7%
XLF Financial Sector Spdr	$0	$435,000 0.15% of portfolio	9,606	Q3 2024 Added 0.21%
IHDG Wisdomtree Tr	$0	$429,000 0.15% of portfolio	9,392	Q3 2024 Added 4.59%
GBIL Goldman Sachs Access Treasury	$0	$409,000 0.15% of portfolio	4,080	Q3 2024 Added 77.16%
XLY Select Sector Spdr Consumer Di	$0	$400,000 0.14% of portfolio	2,000	Q3 2021 New
IWD Ishares Russell 1000 Val ETF	$0	$396,000 0.14% of portfolio	2,088	Q3 2024 Added 29.53%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$365,000 0.13% of portfolio	864	Q3 2024 Added 0.12%
DVY Ishares Tr	$0	$332,000 0.12% of portfolio	2,461	Q3 2024 Added 0.37%
RWO Spdr Dow Jones Global Real Est	$0	$331,000 0.12% of portfolio	6,967	Q3 2024 Reduced 7.16%
PWB Invesco Exchange Traded Fd Tr	$0	$315,000 0.11% of portfolio	3,197	Q1 2023 New
DGRW Wisdomtree Tr Us Quality Divid	$0	$303,000 0.11% of portfolio	3,652	Q2 2024 Reduced 18.92%
CGDV Capital Group Divid Value ETF	$0	$303,000 0.11% of portfolio	8,316	Q1 2023 New
AOA Ishares Tr Core Aggressive All	$0	$302,000 0.11% of portfolio	3,831	Q4 2020 New
SCHV Schwab Strategic Tr Us Large C	$0	$285,000 0.1% of portfolio	3,551	Q4 2023 New
VXF Vanguard Extended Market ETF	$0	$284,000 0.1% of portfolio	1,561	Q3 2024 Reduced 1.7%
IVE Ishares S&P 500 Value ETF	$0	$280,000 0.1% of portfolio	1,421	Q3 2024 Reduced 26.79%
GSIE Goldman Sachs ETF Tr Activebet	$0	$254,000 0.09% of portfolio	8,065	Q3 2024 Added 0.39%
SCHH Schwab Strategic U.S. Reit ETF	$0	$238,000 0.08% of portfolio	10,314	Q1 2024 Reduced 7.76%
SOXX Ishares Semiconductor ETF	$0	$216,000 0.08% of portfolio	939	Q3 2024 New
XLE Energy Sector Spdr	$0	$212,000 0.08% of portfolio	2,419	Q3 2024 Reduced 6.06%
FDVV Fidelity High Dividend ETF	$0	$210,000 0.07% of portfolio	4,149	Q3 2024 New
VIG Vanguard Dividend Appreciation	$0	$200,000 0.07% of portfolio	1,099	Q2 2024 Reduced 18.77%

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