United Financial Planning Group LLC ETFs

United Financial Planning Group LLC

$159 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VUG Vanguard Growth ETF	$0	$29.4 Billion 18.48% of portfolio	61,227	Q3 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$25.3 Billion 15.92% of portfolio	421,966	Q3 2025 New
IJH Ishares Core S&P Mid Cap ETF	$0	$8.27 Billion 5.21% of portfolio	126,789	Q3 2025 New
IEMG Ishares Inc	$0	$6.88 Billion 4.33% of portfolio	104,380	Q3 2025 New
IJR Ishares Core S&P Sm Cap ETF	$0	$6.59 Billion 4.15% of portfolio	55,480	Q3 2025 New
VNQ Vanguard Specialized Funds Van	$0	$5.41 Billion 3.4% of portfolio	59,145	Q3 2025 New
BSV Vanguard Bd Index Fd Inc Short	$0	$5.41 Billion 3.4% of portfolio	68,659	Q3 2025 New
BNDX Vanguard Total International B	$0	$4.86 Billion 3.06% of portfolio	98,253	Q3 2025 New
VB Vanguard Small Cap ETF	$0	$2.2 Billion 1.39% of portfolio	8,663	Q3 2025 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$2.04 Billion 1.28% of portfolio	38,425	Q3 2025 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$1.98 Billion 1.25% of portfolio	26,980	Q3 2025 New
IDEV Ishares Core Msci Intl Develop	$0	$1.91 Billion 1.2% of portfolio	23,877	Q3 2025 New
VT Vanguard Total World Stk Index	$0	$1.74 Billion 1.09% of portfolio	32,061	Q3 2025 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$1.21 Billion 0.76% of portfolio	3,257	Q3 2025 New
GLD Spdr Gold Trust	$130B	$889 Million 0.56% of portfolio	2,501	Q3 2025 New
SPY Spdr S&P 500 ETF Trust	$0	$655 Million 0.41% of portfolio	983	Q3 2025 New
SLV I Shares Silver Trust	$24.1B	$634 Million 0.4% of portfolio	14,973	Q3 2025 New
BND Vanguard Bd Index Fd Inc Total	$0	$578 Million 0.36% of portfolio	7,766	Q3 2025 New
IVV Ishares Core S&P 500 ETF	$0	$354 Million 0.22% of portfolio	548	Q3 2025 New
VPU Vanguard Utilities ETF	$0	$320 Million 0.2% of portfolio	1,691	Q3 2025 New
SCHZ Schwab Us Aggregate Bond ETF	$0	$320 Million 0.2% of portfolio	13,622	Q3 2025 New
BLV Vanguard Bd Index Fd Inc Long	$0	$300 Million 0.19% of portfolio	4,235	Q3 2025 New
XLE Energy Sector Spdr	$0	$295 Million 0.19% of portfolio	3,301	Q3 2025 New
QQQ Invesco Qqq Trust, Series 1	$0	$250 Million 0.16% of portfolio	417	Q3 2025 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$215 Million 0.14% of portfolio	2,687	Q3 2025 New
LQD Ishares Iboxx $ Investment Gra	$0	$214 Million 0.13% of portfolio	1,918	Q3 2025 New
REET Ishares Global Reit ETF	$0	$196 Million 0.12% of portfolio	2,518	Q3 2025 New
VV Vanguard Large Cap ETF	$0	$153 Million 0.1% of portfolio	497	Q3 2025 New
VOE Vanguard Mid Cap Value Index F	$0	$147 Million 0.09% of portfolio	1,044	Q3 2025 New
HDV Ishares Core High Dividend ETF	$0	$90.1 Million 0.06% of portfolio	2,026	Q3 2025 New
IVW Ishares S&P 500 Growth ETF	$0	$73.9 Million 0.05% of portfolio	574	Q3 2025 New
VXF Vanguard Extended Market ETF	$0	$73.9 Million 0.05% of portfolio	353	Q3 2025 New
IWF Ishares Russell 1000 Gr ETF	$0	$73.5 Million 0.05% of portfolio	597	Q3 2025 New
DYNF Blackrock ETF Tr U S Equity Fa	$0	$71.2 Million 0.04% of portfolio	1,203	Q3 2025 New
EMB Ishares Tr	$0	$70 Million 0.04% of portfolio	3,024	Q3 2025 New
SCHG Schwab Strategic Tr Us Large C	$0	$66 Million 0.04% of portfolio	2,068	Q3 2025 New
EFA Ishares Tr Msci Eafe ETF	$0	$63.5 Million 0.04% of portfolio	674	Q3 2025 New
SCHV Schwab Strategic Tr Us Large C	$0	$61 Million 0.04% of portfolio	2,095	Q3 2025 New
DGRO Ishares Core Dividend Growth E	$0	$54.8 Million 0.03% of portfolio	282	Q3 2025 New
PZA Invesco ETF Tr Ii Natl Amt Fre	$0	$52.5 Million 0.03% of portfolio	2,273	Q3 2025 New
IWM Ishares Russell 2000 ETF	$0	$51.5 Million 0.03% of portfolio	213	Q3 2025 New
VNQI Vanguard Global Ex U.S. Real	$0	$45.8 Million 0.03% of portfolio	960	Q3 2025 New
IUSB Ishares Core Total Usd Bond Ma	$0	$42.6 Million 0.03% of portfolio	1,063	Q3 2025 New
VGT Vanguard Information Technolog	$0	$41.1 Million 0.03% of portfolio	55	Q3 2025 New
ESGU Ishares Trust Ishares Esg Awar	$0	$39.2 Million 0.02% of portfolio	269	Q3 2025 New
EZU Ishares Inc Msci Eurozone ETF	$0	$34.7 Million 0.02% of portfolio	886	Q3 2025 New
VCIT Vanguard Intermediate Term Cor	$0	$34.2 Million 0.02% of portfolio	406	Q3 2025 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$34.1 Million 0.02% of portfolio	239	Q3 2025 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$29.4 Million 0.02% of portfolio	587	Q3 2025 New
ITOT Ishares Core S&P Total U.S. St	$0	$28.7 Million 0.02% of portfolio	167	Q3 2025 New

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