Twin Peaks Wealth Advisors, LLC ETFs

Twin Peaks Wealth Advisors, LLC

$309 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ICOW Pacer Fds Tr Devel Mrkts Intl	$0	$141 Million 0.05% of portfolio	3,981	Q2 2025 New
SPMO Invesco ETF Tr Ii S&P 500 Mome	$0	$141 Million 0.05% of portfolio	1,186	Q2 2025 New
DSI Ishares Msci Kld 400 Social Et	$0	$140 Million 0.05% of portfolio	1,151	Q2 2025 New
FRI First Tr S&P Reit Index Fd	$0	$133 Million 0.04% of portfolio	4,953	Q2 2025 New
VTV Vanguard Value ETF	$0	$133 Million 0.04% of portfolio	740	Q2 2025 New
BNDX Vanguard Total International B	$0	$126 Million 0.04% of portfolio	2,558	Q2 2025 New
XLK Technology Sector Spdr	$0	$123 Million 0.04% of portfolio	460	Q2 2025 New
FINX Global X Fds Fintech ETF (De)	$0	$119 Million 0.04% of portfolio	3,593	Q2 2025 New
FXH First Tr Exchange Trd Fd Healt	$0	$114 Million 0.04% of portfolio	1,111	Q2 2025 New
IUSV Ishares Core S&P U.S. Value Et	$0	$112 Million 0.04% of portfolio	1,158	Q2 2025 New
TLT Ishares Barclays 20+ Year Trea	$0	$106 Million 0.03% of portfolio	1,219	Q2 2025 New
ITOT Ishares Core S&P Total U.S. St	$0	$106 Million 0.03% of portfolio	753	Q2 2025 New
AIRR First Tr Vi Rba Amern Indl Ren	$0	$102 Million 0.03% of portfolio	1,112	Q2 2025 New
REM Ishares Tr Mtg Real Estate ETF	$0	$93.9 Million 0.03% of portfolio	4,241	Q2 2025 New
VIG Vanguard Dividend Appreciation	$0	$90.9 Million 0.03% of portfolio	436	Q2 2025 New
SCHG Schwab Strategic Tr Us Large C	$0	$89.1 Million 0.03% of portfolio	2,904	Q2 2025 New
EAGG Ishares Esg Aware U.S. Aggrega	$0	$88.3 Million 0.03% of portfolio	1,861	Q2 2025 New
VGIT Vanguard Intermediate Term Tre	$0	$87.7 Million 0.03% of portfolio	1,472	Q2 2025 New
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$86.3 Million 0.03% of portfolio	3,711	Q2 2025 New
IVLU Ishares Tr Edge Msci Intl Valu	$0	$85.5 Million 0.03% of portfolio	2,461	Q2 2025 New
SCHD Schwab Strategic Tr Us Dividen	$0	$85.3 Million 0.03% of portfolio	3,146	Q2 2025 New
STIP Ishares Barclays 0 5 Year Tips	$0	$84.7 Million 0.03% of portfolio	822	Q2 2025 New
JQUA J P Morgan ETF Tr U S Quality	$0	$83.9 Million 0.03% of portfolio	1,369	Q2 2025 New
KNG Ft Cboe Vest S&P 500 Dividend	$0	$83.8 Million 0.03% of portfolio	1,677	Q2 2025 New
SCHB Schwab Strategic Tr Us Broad M	$0	$77.4 Million 0.03% of portfolio	3,125	Q2 2025 New
FDMO Fidelity Covington Tr Momentum	$0	$76.5 Million 0.02% of portfolio	961	Q2 2025 New
JEMA Jpmorgan Activebuilders Emergi	$0	$73.2 Million 0.02% of portfolio	1,637	Q2 2025 New
SPSB Spdr Portfolio Short Term Corp	$0	$71.5 Million 0.02% of portfolio	2,371	Q2 2025 New
IEV Ishares Tr Europe ETF	$0	$70.4 Million 0.02% of portfolio	1,107	Q2 2025 New
JPIN Jp Morgan Diversified Return I	$0	$68.8 Million 0.02% of portfolio	1,048	Q2 2025 New
SRLN Ssga Active Trust	$0	$68.6 Million 0.02% of portfolio	1,656	Q2 2025 New
DOCT First Tr Ex Trad Fd Viii Cboe	$0	$68.6 Million 0.02% of portfolio	1,627	Q2 2025 New
IWM Ishares Russell 2000 ETF	$0	$68.5 Million 0.02% of portfolio	302	Q2 2025 New
FDD First Trust Stoxx European Sel	$0	$68.4 Million 0.02% of portfolio	4,216	Q2 2025 New
FYC First Trust Small Cap Growth A	$0	$68.3 Million 0.02% of portfolio	818	Q2 2025 New
ESGE Ishares, Inc. Ishares Esg Awar	$0	$68.2 Million 0.02% of portfolio	1,682	Q2 2025 New
FVAL Fidelity Covington Tr Value Fa	$0	$64.9 Million 0.02% of portfolio	982	Q2 2025 New
FXO First Tr Exchange Traded Fd Fi	$0	$64.8 Million 0.02% of portfolio	1,121	Q2 2025 New
JPHY Jp Morgan High Yield Research	$0	$62.1 Million 0.02% of portfolio	1,334	Q2 2025 New
FQAL Fidelity Covington Tr Quality	$0	$60.5 Million 0.02% of portfolio	836	Q2 2025 New
EZU Ishares Inc Msci Eurozone ETF	$0	$59.8 Million 0.02% of portfolio	998	Q2 2025 New
FYX First Tr Small Cap Core Alphad	$0	$59.4 Million 0.02% of portfolio	578	Q2 2025 New
CRBN Ishares Tr Msci Acwi Low Carbo	$0	$57.9 Million 0.02% of portfolio	265	Q2 2025 New
SNPE Dbx ETF Tr Xtrackers S&P 500 E	$0	$57.9 Million 0.02% of portfolio	1,000	Q2 2025 New
XCEM Columbia ETF Tr Ii	$0	$56.8 Million 0.02% of portfolio	1,623	Q2 2025 New
LEGR First Tr ETF Indxx Innovation	$0	$56.2 Million 0.02% of portfolio	1,031	Q2 2025 New
XLV Select Sector Spdr Fund Health	$0	$56 Million 0.02% of portfolio	427	Q2 2025 New
GRID First Tr Nasdaq Clean Edge Sma	$0	$55.1 Million 0.02% of portfolio	380	Q2 2025 New
IEI Ishares Barclays 3 7 Yr Treas	$0	$53.6 Million 0.02% of portfolio	451	Q2 2025 New
VOT Vanguard Mid Cap Growth Index	$0	$53.1 Million 0.02% of portfolio	185	Q2 2025 New

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