Sym Financial Corp ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VWO Vanguard Ftse Emerging Mkts Et	$0	$23,000 0.0% of portfolio	528	Q4 2024 Added 1,157.14%
IXC Ishares Tr Global Energy ETF	$0	$23,000 0.0% of portfolio	627	Q3 2023 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$23,000 0.0% of portfolio	1,258	Q4 2024 Added 100.0%
MXI Ishares Global Materials ETF	$0	$22,000 0.0% of portfolio	292	Q4 2024 Added 1.74%
SCHE Schwab Strategic Tr Us Emergin	$0	$22,000 0.0% of portfolio	834	Q2 2024 New
DFIV Dimensional ETF Tr	$0	$21,000 0.0% of portfolio	616	Q4 2022 New
USRT Ishares Core U.S. Reit ETF	$0	$18,000 0.0% of portfolio	324	Q4 2024 New
XLB Select Sector Spdr Fd Material	$0	$17,000 0.0% of portfolio	208	Q4 2024 Added 87.39%
SOXX Ishares Semiconductor ETF	$0	$17,000 0.0% of portfolio	83	Q2 2024 New
DFAS Dimensional ETF Tr U S Small C	$0	$16,000 0.0% of portfolio	254	Q4 2022 New
SCHC Schwab Strategic Tr Intl Small	$0	$16,000 0.0% of portfolio	492	Q2 2024 New
TLT Ishares Barclays 20+ Year Trea	$0	$13,000 0.0% of portfolio	155	Q4 2024 New
VHT Vanguard Health Care ETF	$0	$13,000 0.0% of portfolio	53	Q1 2024 Added 1.92%
JEPI J P Morgan Exchange Traded Fd	$0	$11,000 0.0% of portfolio	200	Q2 2024 Reduced 85.25%
XLP Consumer Staples Sector Spdr	$0	$8,000 0.0% of portfolio	115	Q4 2024 New
LQD Ishares Iboxx $ Investment Gra	$0	$8,000 0.0% of portfolio	75	Q4 2024 Added 66.67%
FNDC Schwab Fundamental Intl Small	$0	$8,000 0.0% of portfolio	252	Q2 2024 New
XLRE Select Sector Spdr Tr Real Est	$0	$3,000 0.0% of portfolio	86	Q4 2024 New
RSP Invesco S&P 500 Equal Weight E	$0	$2,000 0.0% of portfolio	13	Q4 2024 Added 550.0%
LRGF Ishares Tr	$0	$2,000 0.0% of portfolio	38	Q4 2024 New
XMHQ Invesco Exchange Traded Fd Tr	$0	$2,000 0.0% of portfolio	23	Q4 2024 New
RWO Spdr Dow Jones Global Real Est	$0	$2,000 0.0% of portfolio	52	Q2 2024 New
EFV Msci Eafe Value ETF	$0	$1,000 0.0% of portfolio	23	Q4 2024 New
VNQ Vanguard Specialized Funds Van	$0	$1,000 0.0% of portfolio	16	Q4 2024 Reduced 99.94%
XSMO Invesco S&P Smallcap Momentum	$0	$1,000 0.0% of portfolio	20	Q4 2024 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$1,000 0.0% of portfolio	22	Q4 2024 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$1,000 0.0% of portfolio	12	Q4 2024 New
VEU Vanguard Ftse All World Ex Us	$0	$1,000 0.0% of portfolio	32	Q4 2024 New
XLU Utilities Sector Spdr	$0	$1,000 0.0% of portfolio	14	Q4 2024 Reduced 99.96%
EWMC Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	11	Q4 2024 New
IWR Ishares Russell Mid Cap ETF	$0	$0 0.0% of portfolio	5	Q2 2024 Reduced 92.19%
BSV Vanguard Bd Index Fd Inc Short	$0	$0 0.0% of portfolio	1	Q4 2024 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$0 0.0% of portfolio	4	Q4 2024 New
ACWF Ishares Msci Global Multifacto	$0	$0 0.0% of portfolio	6,046	Q2 2024 Reduced 4.77%

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