Symphony Financial, Ltd. Co. ETFs

Symphony Financial, Ltd. Co.

$1.14 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BKHY Bny Mellon ETF Tr High Yield B	$0	$537,000 0.05% of portfolio	11,125	Q2 2025 New
INDA Ishares Msci India Index Fund	$0	$537,000 0.05% of portfolio	9,651	Q2 2025 Reduced 85.72%
VXUS Vanguard Star Fd Vanguard Tota	$0	$525,000 0.05% of portfolio	7,609	Q2 2025 Reduced 95.11%
ITA Ishares Tr	$0	$488,000 0.04% of portfolio	2,590	Q2 2025 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$448,000 0.04% of portfolio	10,526	Q2 2025 Reduced 74.81%
BND Vanguard Bd Index Fd Inc Total	$0	$443,000 0.04% of portfolio	6,017	Q2 2025 Reduced 61.44%
BKIE Bny Mellon ETF Tr Internationa	$0	$420,000 0.04% of portfolio	4,881	Q2 2025 New
VLUE Ishares Msci Usa Value Factor	$0	$417,000 0.04% of portfolio	3,685	Q2 2025 New
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$417,000 0.04% of portfolio	4,551	Q2 2025 New
BKEM Bny Mellon ETF Tr Emerging Mkt	$0	$412,000 0.04% of portfolio	6,142	Q2 2025 New
TPSC Timothy Plan U S Sm Cap Core E	$0	$411,000 0.04% of portfolio	10,630	Q2 2025 Added 78.9%
USMV Ishares Msci Usa Min Vol Facto	$0	$340,000 0.03% of portfolio	3,629	Q2 2025 New
TPHD Timothy Plan High Divid Stk Et	$0	$312,000 0.03% of portfolio	8,265	Q2 2025 New
HDV Ishares Core High Dividend ETF	$0	$297,000 0.03% of portfolio	2,539	Q2 2025 New
TPIF Timothy Plan Intl ETF (De)	$0	$260,000 0.02% of portfolio	8,079	Q2 2025 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$241,000 0.02% of portfolio	426	Q2 2025 New
XLF Financial Sector Spdr	$0	$240,000 0.02% of portfolio	4,596	Q2 2025 Reduced 63.3%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$219,000 0.02% of portfolio	5,138	Q2 2025 Reduced 77.84%
BIV Vanguard Bd Index Fd Inc Inter	$0	$219,000 0.02% of portfolio	2,841	Q2 2025 New
IWP Ishares Russell Mid Cap Growth	$0	$203,000 0.02% of portfolio	1,468	Q2 2025 New
TOTL Ssga Active ETF Tr Spdr Doblel	$0	$194,000 0.02% of portfolio	4,843	Q2 2025 Reduced 94.07%
PRF Invesco Exchange Traded Fd Tr	$0	$48,000 0.0% of portfolio	1,147	Q2 2025 Reduced 99.56%
FNDX Schwab Fundamental U S Large C	$0	$17,000 0.0% of portfolio	719	Q2 2025 Reduced 99.62%
FNDA Schwab Fundamental U S Small C	$0	$0 0.0% of portfolio	29	Q2 2025 Reduced 99.99%
SCHX Schwab Strategic Tr Us Large C	$0	$0 0.0% of portfolio	24	Q2 2025 Reduced 99.99%

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