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
MTUM Ishares Msci Usa Momentum Fact	$0	$28.5 Million 0.02% of portfolio	111	Q3 2025 New
SPYG Spdr Portfolio	$0	$25.3 Million 0.02% of portfolio	242	Q3 2025 New
VBR Vanguard Small Cap Value ETF	$0	$25 Million 0.02% of portfolio	97	Q3 2025 New
IXUS Ishares Tr	$0	$24 Million 0.02% of portfolio	291	Q3 2025 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$23 Million 0.01% of portfolio	778	Q3 2025 New
IJS Ishares S&P Smallcap 600 Value	$0	$22 Million 0.01% of portfolio	199	Q3 2025 New
XLK Technology Sector Spdr	$0	$21 Million 0.01% of portfolio	75	Q3 2025 New
MGK Vanguard Mega Cap Growth ETF	$0	$17.3 Million 0.01% of portfolio	43	Q3 2025 New
XLF Financial Sector Spdr	$0	$16.8 Million 0.01% of portfolio	312	Q3 2025 New
IYJ Ishares Tr	$0	$16.5 Million 0.01% of portfolio	84	Q3 2025 New
MBB Ishares Tr	$0	$16.1 Million 0.01% of portfolio	205	Q3 2025 New
IAU Ishares Gold Trust	$65.3B	$15.7 Million 0.01% of portfolio	216	Q3 2025 New
TLH Ishares Barclays 10 20 Yr Trea	$0	$15.6 Million 0.01% of portfolio	151	Q3 2025 New
ESGD Ishares Trust Ishares Esg Awar	$0	$15.1 Million 0.01% of portfolio	163	Q3 2025 New
TLT Ishares Barclays 20+ Year Trea	$0	$12.3 Million 0.01% of portfolio	138	Q3 2025 New
SMLV Spdr Ssga Us Small Cap Low Vol	$0	$11.9 Million 0.01% of portfolio	411	Q3 2025 New
IHI Ishares Tr Dow Jones Us Medica	$0	$10.7 Million 0.01% of portfolio	51	Q3 2025 New
IAGG Ishares Tr Core Intl Aggregate	$0	$9.94 Million 0.01% of portfolio	194	Q3 2025 New
SCHB Schwab Strategic Tr Us Broad M	$0	$9.72 Million 0.01% of portfolio	378	Q3 2025 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$9.7 Million 0.01% of portfolio	186	Q3 2025 New
IEV Ishares Tr Europe ETF	$0	$9.17 Million 0.01% of portfolio	140	Q3 2025 New
SCHC Schwab Strategic Tr Intl Small	$0	$9.03 Million 0.01% of portfolio	324	Q3 2025 New
SPSB Spdr Portfolio Short Term Corp	$0	$8.84 Million 0.01% of portfolio	292	Q3 2025 New
VTV Vanguard Value ETF	$0	$8.55 Million 0.01% of portfolio	49	Q3 2025 New
GBF Ishares Tr	$0	$8.36 Million 0.01% of portfolio	361	Q3 2025 New
ICLN Ishares	$0	$7.87 Million 0.0% of portfolio	509	Q3 2025 New
IJT Ishares S&P Small Cap 600 Grow	$0	$7.36 Million 0.0% of portfolio	52	Q3 2025 New
VEU Vanguard Ftse All World Ex Us	$0	$7.35 Million 0.0% of portfolio	103	Q3 2025 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$7.31 Million 0.0% of portfolio	95	Q3 2025 New
ICSH Blackrock Ultra Short Term Bon	$0	$6.13 Million 0.0% of portfolio	90	Q3 2025 New
MUB Ishares National Muni Bond ETF	$0	$5.64 Million 0.0% of portfolio	53	Q3 2025 New
XLC Select Sector Spdr Tr Communic	$0	$5.47 Million 0.0% of portfolio	46	Q3 2025 New
FALN Ishares Tr Fallen Angels Usd B	$0	$5.43 Million 0.0% of portfolio	96	Q3 2025 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$4.64 Million 0.0% of portfolio	10	Q3 2025 New
SCHX Schwab Strategic Tr Us Large C	$0	$4.43 Million 0.0% of portfolio	168	Q3 2025 New
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$4.02 Million 0.0% of portfolio	40	Q3 2025 New
NOBL Proshares S&P 500 Dividend Ari	$0	$3.5 Million 0.0% of portfolio	34	Q3 2025 New
JEPI J P Morgan Exchange Traded Fd	$0	$2.07 Million 0.0% of portfolio	36	Q3 2025 New
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$1.62 Million 0.0% of portfolio	17	Q3 2025 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$1.36 Million 0.0% of portfolio	29	Q3 2025 New
UAE Ishares Tr Ishares Msci Uae Et	$0	$1.26 Million 0.0% of portfolio	14	Q3 2025 New
GOVT Ishares U.S. Treasury Bond ETF	$0	$724,000 0.0% of portfolio	7	Q3 2025 New

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