Sym Financial Corp ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FDIS Fidelity Covington Tr Msci Con	$0	$49,000 0.01% of portfolio	524	Q2 2025 New
ITA Ishares Tr	$0	$47,000 0.01% of portfolio	250	Q3 2023 New
FNDF Schwab Fundamental Intl Large	$0	$46,000 0.01% of portfolio	1,153	Q2 2025 New
BOND Pimco Active Bond Exchange Tra	$0	$46,000 0.01% of portfolio	508	Q2 2025 Added 0.2%
SCHI Schwab Strategic Tr 5 10 Yr C	$0	$42,000 0.0% of portfolio	1,862	Q2 2025 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$37,000 0.0% of portfolio	894	Q4 2022 New
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$36,000 0.0% of portfolio	725	Q2 2025 New
FNDA Schwab Fundamental U S Small C	$0	$36,000 0.0% of portfolio	1,268	Q2 2025 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$35,000 0.0% of portfolio	1,593	Q2 2025 New
SPHQ Invesco Exchange Traded Fd Tr	$0	$31,000 0.0% of portfolio	442	Q2 2024 New
FHLC Fidelity Covington Tr Msci Hea	$0	$29,000 0.0% of portfolio	468	Q2 2025 New
EFA Ishares Tr Msci Eafe ETF	$0	$29,000 0.0% of portfolio	334	Q2 2025 Reduced 18.34%
HYG Ishares Tr	$0	$29,000 0.0% of portfolio	371	Q1 2025 Reduced 17.74%
FIDU Fidelity Covington Tr Msci Ind	$0	$28,000 0.0% of portfolio	365	Q2 2025 New
SCHA Schwab Strategic Tr Us Small C	$0	$27,000 0.0% of portfolio	1,098	Q2 2025 New
MXI Ishares Global Materials ETF	$0	$25,000 0.0% of portfolio	296	Q2 2025 Added 1.37%
IXC Ishares Tr Global Energy ETF	$0	$24,000 0.0% of portfolio	627	Q3 2023 New
NTSX Wisdomtree Tr Wisdomtree U.S.	$0	$23,000 0.0% of portfolio	470	Q2 2025 Reduced 20.88%
REET Ishares Global Reit ETF	$0	$23,000 0.0% of portfolio	948	Q2 2025 Reduced 32.91%
FSTA Fidelity Covington Tr Msci Con	$0	$20,000 0.0% of portfolio	395	Q2 2025 New
FNDC Schwab Fundamental Intl Small	$0	$20,000 0.0% of portfolio	499	Q2 2025 New
SOXX Ishares Semiconductor ETF	$0	$19,000 0.0% of portfolio	83	Q2 2024 New
FTEC Fidelity Covington Tr Msci Inf	$0	$19,000 0.0% of portfolio	100	Q2 2025 New
IMCB Ishares Morningstar Mid Cap Et	$0	$18,000 0.0% of portfolio	228	Q2 2025 New
IJK Ishares S&P Midcap 400 Growth	$0	$18,000 0.0% of portfolio	200	Q2 2025 New
SCHC Schwab Strategic Tr Intl Small	$0	$17,000 0.0% of portfolio	415	Q2 2025 New
IVOV Vanguard S&P Mid Cap 400 Value	$0	$16,000 0.0% of portfolio	178	Q2 2025 New
DFAS Dimensional ETF Tr U S Small C	$0	$16,000 0.0% of portfolio	254	Q4 2022 New
IBB Ishares Biotechnology ETF	$0	$16,000 0.0% of portfolio	127	Q1 2025 Reduced 70.47%
VIOG Vanguard S&P Small Cap 600 Gro	$0	$15,000 0.0% of portfolio	138	Q2 2025 New
VHT Vanguard Health Care ETF	$0	$13,000 0.0% of portfolio	54	Q2 2025 Added 1.89%
VWO Vanguard Ftse Emerging Mkts Et	$0	$11,000 0.0% of portfolio	239	Q1 2025 Reduced 54.73%
XLU Utilities Sector Spdr	$0	$11,000 0.0% of portfolio	138	Q1 2025 Added 885.71%
JEPI J P Morgan Exchange Traded Fd	$0	$11,000 0.0% of portfolio	200	Q2 2024 Reduced 85.25%
VTV Vanguard Value ETF	$0	$11,000 0.0% of portfolio	67	Q1 2025 Reduced 58.39%
XLB Select Sector Spdr Fd Material	$0	$11,000 0.0% of portfolio	134	Q1 2025 Reduced 35.58%
SCHP Schwab Strategic Us Tips ETF	$0	$11,000 0.0% of portfolio	435	Q2 2025 Added 1,303.23%
SCHH Schwab Strategic U.S. Reit ETF	$0	$9,000 0.0% of portfolio	435	Q2 2025 New
USRT Ishares Core U.S. Reit ETF	$0	$7,000 0.0% of portfolio	138	Q2 2025 Reduced 62.5%
LDUR Pimco Enhanced Low Duration Ac	$0	$7,000 0.0% of portfolio	82	Q1 2025 New
XLP Consumer Staples Sector Spdr	$0	$6,000 0.0% of portfolio	85	Q1 2025 Reduced 26.09%
BIV Vanguard Bd Index Fd Inc Inter	$0	$6,000 0.0% of portfolio	86	Q2 2025 New
LQD Ishares Iboxx $ Investment Gra	$0	$4,000 0.0% of portfolio	45	Q2 2025 Reduced 99.6%
XLRE Select Sector Spdr Tr Real Est	$0	$3,000 0.0% of portfolio	86	Q4 2024 New
FUTY Fidelity Covington Tr Msci Uti	$0	$3,000 0.0% of portfolio	61	Q2 2025 New
HEFA Ishares Currency Hedged Msci E	$0	$3,000 0.0% of portfolio	101	Q2 2025 New
MUB Ishares National Muni Bond ETF	$0	$2,000 0.0% of portfolio	25	Q2 2025 New
RWO Spdr Dow Jones Global Real Est	$0	$2,000 0.0% of portfolio	52	Q2 2024 New
JMUB Jp Morgan Tr Mun ETF (De)	$0	$2,000 0.0% of portfolio	50	Q2 2025 New
IYH Ishares Tr	$0	$1,000 0.0% of portfolio	25	Q2 2025 New

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