Twin Peaks Wealth Advisors, LLC ETFs

Twin Peaks Wealth Advisors, LLC

$220 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VONE Vanguard Russell 1000 ETF	$0	$672 Million 0.31% of portfolio	2,758	Q2 2024 Reduced 0.25%
BND Vanguard Bd Index Fd Inc Total	$0	$637 Million 0.29% of portfolio	8,771	Q1 2025 Reduced 39.38%
JAVA Jp Morgan ETF Fd Tr Active Val	$0	$607 Million 0.28% of portfolio	10,083	Q1 2025 Added 120.54%
VGT Vanguard Information Technolog	$0	$535 Million 0.24% of portfolio	1,017	Q1 2025 Added 102.59%
XSHQ Invesco ETF Tr Ii S&P Smallcap	$0	$522 Million 0.24% of portfolio	14,330	Q1 2025 Reduced 4.84%
XMHQ Invesco Exchange Traded Fd Tr	$0	$511 Million 0.23% of portfolio	5,750	Q1 2025 Reduced 8.44%
IJH Ishares Core S&P Mid Cap ETF	$0	$485 Million 0.22% of portfolio	8,821	Q1 2025 Reduced 62.9%
IWP Ishares Russell Mid Cap Growth	$0	$476 Million 0.22% of portfolio	4,162	Q1 2025 Added 6.8%
JCPB J P Morgan Exchange Traded Fd	$0	$461 Million 0.21% of portfolio	9,975	Q1 2025 Added 28.99%
FDL First Tr Morningstar Dividend	$0	$457 Million 0.21% of portfolio	11,421	Q1 2025 Added 27.37%
JAGG Jpmorgan Tr Us Aggregate Bond	$0	$456 Million 0.21% of portfolio	10,014	Q1 2025 Added 27.4%
XLP Consumer Staples Sector Spdr	$0	$454 Million 0.21% of portfolio	5,600	Q1 2025 Reduced 1.27%
IUSG Ishares Core S&P U.S Growth Et	$0	$432 Million 0.2% of portfolio	3,463	Q1 2025 Reduced 16.33%
BOND Pimco Active Bond Exchange Tra	$0	$427 Million 0.19% of portfolio	4,708	Q1 2025 Reduced 11.72%
AGG Ishares Core U.S. Aggregate Bo	$0	$423 Million 0.19% of portfolio	4,322	Q1 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$378 Million 0.17% of portfolio	8,678	Q1 2025 Added 0.68%
FID First Tr Exchange Trded Fd Vi	$0	$366 Million 0.17% of portfolio	21,334	Q1 2025 Reduced 7.23%
XSOE Wisdomtree Tr Emerging Mkts Ex	$0	$366 Million 0.17% of portfolio	12,217	Q1 2025 Reduced 35.16%
FBT First Trust Nyse Arca Biotechn	$0	$328 Million 0.15% of portfolio	2,114	Q1 2025 Reduced 7.08%
CMF Ishares California Muni Bond E	$0	$314 Million 0.14% of portfolio	5,684	Q1 2025 Added 3.76%
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$256 Million 0.12% of portfolio	5,105	Q1 2025 Added 22.86%
GOVT Ishares U.S. Treasury Bond ETF	$0	$245 Million 0.11% of portfolio	10,769	Q1 2025 Reduced 82.51%
WCLD Wisdomtree Tr Cloud Computing	$0	$242 Million 0.11% of portfolio	7,819	Q1 2025 Added 22.73%
BSV Vanguard Bd Index Fd Inc Short	$0	$237 Million 0.11% of portfolio	3,030	Q1 2025 Reduced 4.42%
PWZ Invesco California Amt Free Mu	$0	$235 Million 0.11% of portfolio	10,106	Q4 2024 New
IEFA Ishares Tr	$0	$228 Million 0.1% of portfolio	3,043	Q1 2025 Reduced 18.02%
ROBT First Tr Exchange Traded Fd Vi	$0	$225 Million 0.1% of portfolio	5,784	Q1 2025 Added 25.36%
BUFD First Tr Exc Trd Fd Viii Ft Cb	$0	$221 Million 0.1% of portfolio	9,051	Q1 2025 Reduced 35.1%
SCHZ Schwab Us Aggregate Bond ETF	$0	$217 Million 0.1% of portfolio	9,456	Q1 2025 New
FDNI First Tr ETF Ii Dow Jones	$0	$211 Million 0.1% of portfolio	7,327	Q1 2025 Reduced 28.23%
IWB Ishares Tr Russell 1000 ETF	$0	$209 Million 0.1% of portfolio	710	Q1 2025 New
VUG Vanguard Growth ETF	$0	$206 Million 0.09% of portfolio	568	Q1 2025 New

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