Vision Point Advisory Group, LLC ETFs

Vision Point Advisory Group, LLC

$473 Million
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VOT Vanguard Mid Cap Growth Index	$0	$372,000 0.08% of portfolio	1,267	Q3 2025 Added 9.6%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$365,000 0.08% of portfolio	7,204	Q3 2025 Reduced 7.78%
IWS Ishares Russell Midcap Value E	$0	$364,000 0.08% of portfolio	2,607	Q3 2025 New
HYD Vaneck High Yield Muni ETF	$0	$363,000 0.08% of portfolio	7,139	Q3 2025 Added 3.92%
SPIB Spdr Portfolio Intermediate Te	$0	$360,000 0.08% of portfolio	10,632	Q3 2025 Reduced 1.2%
GLDM World Gold Trust	$11.6B	$360,000 0.08% of portfolio	4,713	Q3 2025 Added 1.35%
XLY Select Sector Spdr Consumer Di	$0	$353,000 0.07% of portfolio	1,474	Q3 2025 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$350,000 0.07% of portfolio	7,470	Q3 2025 Added 25.42%
XLP Consumer Staples Sector Spdr	$0	$347,000 0.07% of portfolio	4,575	Q3 2025 Reduced 54.76%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$338,000 0.07% of portfolio	6,767	Q3 2025 Reduced 7.52%
VCIT Vanguard Intermediate Term Cor	$0	$338,000 0.07% of portfolio	4,013	Q3 2025 Added 25.56%
XLU Utilities Sector Spdr	$0	$336,000 0.07% of portfolio	3,854	Q3 2025 Reduced 49.21%
VXF Vanguard Extended Market ETF	$0	$329,000 0.07% of portfolio	1,575	Q3 2025 Reduced 4.55%
VONV Vanguard Russell 1000 Value Et	$0	$329,000 0.07% of portfolio	3,691	Q3 2025 Reduced 1.73%
SCHG Schwab Strategic Tr Us Large C	$0	$329,000 0.07% of portfolio	10,329	Q3 2025 Reduced 0.13%
SRLN Ssga Active Trust	$0	$322,000 0.07% of portfolio	7,756	Q3 2025 Added 3.9%
IWR Ishares Russell Mid Cap ETF	$0	$314,000 0.07% of portfolio	3,254	Q3 2025 Reduced 24.31%
XLSR Ssga Active Tr Spdr Ssga Us Se	$0	$314,000 0.07% of portfolio	5,271	Q3 2025 Reduced 3.25%
CWB Spdr Bloomberg Convertible Sec	$0	$308,000 0.07% of portfolio	3,409	Q3 2025 New
IWN Ishares Russell2000 Val ETF	$0	$299,000 0.06% of portfolio	1,692	Q3 2025 New
JEPI J P Morgan Exchange Traded Fd	$0	$295,000 0.06% of portfolio	5,194	Q3 2025 Added 15.71%
SDS Proshares Tr Ultrashort S&P 50	$0	$281,000 0.06% of portfolio	19,470	Q3 2025 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$278,000 0.06% of portfolio	7,221	Q3 2025 New
SPMB Spdr Ser Tr Spdr Portfolio Mor	$0	$270,000 0.06% of portfolio	12,069	Q3 2025 New
HYLS First Tr Tactical High Yield L	$0	$264,000 0.06% of portfolio	6,294	Q3 2025 New
MTUM Ishares Msci Usa Momentum Fact	$0	$264,000 0.06% of portfolio	1,030	Q3 2025 New
DYNF Blackrock ETF Tr U S Equity Fa	$0	$262,000 0.06% of portfolio	4,437	Q3 2025 Added 10.21%
FEMB First Tr ETF Emerging Markets	$0	$262,000 0.06% of portfolio	8,943	Q3 2025 New
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$260,000 0.06% of portfolio	2,843	Q3 2025 New
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$256,000 0.05% of portfolio	3,080	Q3 2025 New
GOVT Ishares U.S. Treasury Bond ETF	$0	$256,000 0.05% of portfolio	11,104	Q3 2025 Added 14.2%
VO Vanguard Mid Cap ETF	$0	$254,000 0.05% of portfolio	867	Q3 2025 Reduced 6.87%
IEI Ishares Barclays 3 7 Yr Treas	$0	$254,000 0.05% of portfolio	2,129	Q3 2025 New
BBCA J P Morgan ETF Tr Betabuilders	$0	$252,000 0.05% of portfolio	2,936	Q3 2025 Reduced 7.24%
DGRO Ishares Core Dividend Growth E	$0	$251,000 0.05% of portfolio	3,714	Q3 2025 Added 6.33%
USFR Wisdomtree Floating Rate Treas	$0	$250,000 0.05% of portfolio	4,986	Q3 2025 Added 0.2%
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$246,000 0.05% of portfolio	4,287	Q3 2025 Added 4.94%
IGLB Ishares 10+ Year Investment Gr	$0	$245,000 0.05% of portfolio	4,771	Q3 2025 Reduced 0.46%
VEA Vanguard Ftse Developed Market	$0	$244,000 0.05% of portfolio	4,087	Q3 2025 Reduced 11.15%
BND Vanguard Bd Index Fd Inc Total	$0	$242,000 0.05% of portfolio	3,260	Q3 2025 New
VGSH Vanguard	$0	$240,000 0.05% of portfolio	4,093	Q3 2025 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$240,000 0.05% of portfolio	3,277	Q3 2025 Reduced 20.27%
JHMM John Hancock Multifactor Mid C	$0	$240,000 0.05% of portfolio	3,722	Q2 2025 New
SJB Proshares Tr Short High Yield	$0	$236,000 0.05% of portfolio	15,364	Q3 2025 Added 1.07%
IWO Ishares Russell 2000 Gwt ETF	$0	$230,000 0.05% of portfolio	720	Q3 2025 New
SLYG Spdr S&P 600 Small Cap Growth	$0	$230,000 0.05% of portfolio	2,439	Q3 2025 Added 6.32%
IUSB Ishares Core Total Usd Bond Ma	$0	$229,000 0.05% of portfolio	4,921	Q3 2025 New
IWP Ishares Russell Mid Cap Growth	$0	$221,000 0.05% of portfolio	1,554	Q3 2025 Reduced 12.84%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$207,000 0.04% of portfolio	3,827	Q3 2025 New

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