Transamerica Financial Advisors, Inc. ETFs

Transamerica Financial Advisors, Inc.

$980 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SCHO Schwab Short Term Us Treasury	$0	$1,000 0.0% of portfolio	23	Q4 2024 Added 91.67%
HYD Vaneck High Yield Muni ETF	$0	$1,000 0.0% of portfolio	2	Q3 2024 New
VCLT Vanguard Lg Trm Corp Bd ETF	$0	$1,000 0.0% of portfolio	4	Q4 2023 Reduced 20.0%
VMBS Vanguard Mortg Backed Sec ETF	$0	$1,000 0.0% of portfolio	9	Q1 2025 Reduced 30.77%
VTWO Vanguard Russell 2000 ETF	$0	$1,000 0.0% of portfolio	3	Q3 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$1,000 0.0% of portfolio	4	Q1 2025 Reduced 20.0%
DJP Barclays Bank PLC	$0	$1,000 0.0% of portfolio	23	Q1 2025 Reduced 4.17%
VPU Vanguard Utilities ETF	$0	$1,000 0.0% of portfolio	1	Q4 2024 Reduced 87.5%
GOVT Ishares U.S. Treasury Bond ETF	$0	$1,000 0.0% of portfolio	26	Q3 2024 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$1,000 0.0% of portfolio	5	Q3 2024 New
IGIB Ishares Trust Ishares 5 10 Yea	$0	$1,000 0.0% of portfolio	8	Q3 2024 Reduced 42.86%
TLH Ishares Barclays 10 20 Yr Trea	$0	$1,000 0.0% of portfolio	6	Q4 2024 Reduced 45.45%
IHI Ishares Tr Dow Jones Us Medica	$0	$1,000 0.0% of portfolio	3	Q4 2024 Reduced 50.0%
ENZL Ishares Tr Msci New Zealand Et	$0	$1,000 0.0% of portfolio	5	Q3 2020 Reduced 28.57%
IYY Ishares Tr	$0	$1,000 0.0% of portfolio	4	Q4 2023 Reduced 20.0%
EWZ Ishares Inc Msci Brazil ETF	$0	$1,000 0.0% of portfolio	6	Q3 2020 Reduced 33.33%
EWY Ishares Inc Msci South Korea E	$0	$1,000 0.0% of portfolio	19	Q2 2022 New
HYS Pimco ETF Tr 1 5 Yr High Yield	$0	$1,000 0.0% of portfolio	1	Q1 2025 New
EWG Ishares Msci Germany ETF	$0	$1,000 0.0% of portfolio	11	Q3 2024 Reduced 8.33%
EFA Ishares Tr Msci Eafe ETF	$0	$1,000 0.0% of portfolio	2	Q2 2022 New
IWP Ishares Russell Mid Cap Growth	$0	$1,000 0.0% of portfolio	4	Q1 2024 Reduced 99.99%
IUSV Ishares Core S&P U.S. Value Et	$0	$1,000 0.0% of portfolio	7	Q3 2024 New
IUSG Ishares Core S&P U.S Growth Et	$0	$1,000 0.0% of portfolio	4	Q3 2024 New
IDU Ishares Tr U S Utils ETF	$0	$1,000 0.0% of portfolio	1	Q4 2024 Reduced 83.33%
IEFA Ishares Tr	$0	$1,000 0.0% of portfolio	1	Q4 2024 Reduced 90.91%
LVHD Franklin U.S. Low Volatility H	$0	$1,000 0.0% of portfolio	3	Q2 2022 New
SHYG Ishares 0 5 Year High Yield CO	$0	$1,000 0.0% of portfolio	6	Q2 2022 New
EWU Ishs Msci Utd Kingdom ETF	$0	$1,000 0.0% of portfolio	1	Q2 2022 New
SMMV Ishares Msci Usa Small Cap Min	$0	$1,000 0.0% of portfolio	12	Q4 2024 Reduced 68.42%
USHY Ishares Tr Broad Usd High Yiel	$0	$1,000 0.0% of portfolio	2	Q3 2024 New
VNLA Janus Henderson Short Duration	$0	$1,000 0.0% of portfolio	6	Q3 2024 Reduced 45.45%
FXH First Tr Exchange Trd Fd Healt	$0	$1,000 0.0% of portfolio	2	Q4 2023 Reduced 50.0%
XLU Utilities Sector Spdr	$0	$1,000 0.0% of portfolio	2	Q1 2025 Added 100.0%
QYLD Global X Fdsnasdaq 100 Covered	$0	$1,000 0.0% of portfolio	4	Q2 2022 New
SIL Global X Silver Miners ETF	$0	$1,000 0.0% of portfolio	2	Q1 2025 New
GSST Goldman Sachs ETF Tr Access Ul	$0	$1,000 0.0% of portfolio	8	Q1 2025 Reduced 69.23%
SJNK Spdr Bloomberg Short Term High	$0	$1,000 0.0% of portfolio	11	Q2 2022 New
KBE Spdr S&P Bank ETF	$0	$1,000 0.0% of portfolio	4	Q4 2024 Reduced 60.0%
FGD First Tr Exchange Trd Fd Ii Fi	$0	$1,000 0.0% of portfolio	24	Q4 2024 Reduced 78.38%
SPIP Spdr Ser Tr Spdr Portfolio Tip	$0	$1,000 0.0% of portfolio	25	Q1 2024 Reduced 3.85%
SPAB Spdr Portfolio Aggregate Bond	$0	$1,000 0.0% of portfolio	25	Q1 2025 Reduced 3.85%
SPY Spdr S&P 500 ETF Trust	$0	$1,000 0.0% of portfolio	1	Q4 2024 Reduced 99.23%
UUP Invesco Db Us Dollar Index Bullish Fund	$1.66B	$1,000 0.0% of portfolio	1	Q3 2024 New
PZA Invesco ETF Tr Ii Natl Amt Fre	$0	$1,000 0.0% of portfolio	23	Q3 2024 Reduced 95.15%
PHB Invesco Fd Tr Ii Fundamental H	$0	$1,000 0.0% of portfolio	1	Q1 2025 New
IAU Ishares Gold Trust	$53.4B	$1,000 0.0% of portfolio	12	Q3 2024 Reduced 36.84%
FXY Invesco Currency Shares Japanese Yen Trust	$130M	$1,000 0.0% of portfolio	4	Q2 2022 New
FXE Invesco Currency Shares Euro Trust	$241M	$1,000 0.0% of portfolio	4	Q2 2022 New
GSY Invesco Actively Mngd ETF Tr U	$0	$1,000 0.0% of portfolio	9	Q2 2022 New
SCHH Schwab Strategic U.S. Reit ETF	$0	$1,000 0.0% of portfolio	2	Q1 2025 New

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