Name Fund Asset Class Focus

Ticker
MSOS ADVISORSHARES PURE US CANN Equity
ARKK ARK INNOVATION ETF Equity
AVUV AVANTIS US SMALL CAP VALUE Equity
LCTU BLACKROCK US CARBON TR READ Equity
XLC COMM SERV SELECT SECTOR SPDR Equity
XLY CONSUMER DISCRETIONARY SELT Equity
XLP CONSUMER STAPLES SPDR Equity
XLE ENERGY SELECT SECTOR SPDR Equity
XLF FINANCIAL SELECT SECTOR SPDR Equity
GRID FIRST TRST NASD CL EDG SGIIF Equity
FAN FIRST TRUST GLOBAL WIND ENER Equity
PAVE GLOBAL X US INFRASTRUCTURE Equity
XLV HEALTH CARE SELECT SECTOR Equity
XLI INDUSTRIAL SELECT SECT SPDR Equity
QQQ INVESCO QQQ TRUST SERIES 1 Equity
RSP INVESCO S&P 500 EQUAL WEIGHT Equity
TAN INVESCO SOLAR ETF Equity
PHO INVESCO WATER RESOURCES ETF Equity
PBW INVESCO WILDERHILL CLEAN ENE Equity
IBB ISHARES BIOTECHNOLOGY ETF Equity
DGRO ISHARES CORE DIVIDEND GROWTH Equity
IEFA ISHARES CORE MSCI EAFE ETF Equity
IEMG ISHARES CORE MSCI EMERGING Equity
IVV ISHARES CORE S&P 500 ETF Equity
IJH ISHARES CORE S&P MIDCAP ETF Equity
IJR ISHARES CORE S&P SMALL-CAP E Equity
ESGU ISHARES ESG AWARE MSCI USA Equity
ICLN ISHARES GLOBAL CLEAN ENERGY Equity
ESGE ISHARES INC ISHARES ESG AWAR Equity
EWA ISHARES MSCI AUSTRALIA ETF Equity
EWZ ISHARES MSCI BRAZIL ETF Equity
MCHI ISHARES MSCI CHINA ETF Equity
EFA ISHARES MSCI EAFE ETF Equity
INDA ISHARES MSCI INDIA ETF Equity
DSI ISHARES MSCI KLD 400 SOCIAL Equity
EWW ISHARES MSCI MEXICO ETF Equity
EWT ISHARES MSCI TAIWAN ETF Equity
USMV ISHARES MSCI USA MIN VOL FAC Equity
MTUM ISHARES MSCI USA MOMENTUM FA Equity
QUAL ISHARES MSCI USA QUALITY FAC Equity
IWF ISHARES RUSSELL 1000 GROWTH Equity
IWD ISHARES RUSSELL 1000 VALUE E Equity
IWM ISHARES RUSSELL 2000 ETF Equity
ESGD ISHARES TRUST ISHARES ESG AW Equity
ITA ISHARES U.S. AEROSPACE & DEF Equity
IYW ISHARES USTECHNOLOGY ETF Equity
BBCA JPMORGAN BETABUILDERS CANADA Equity
JEPI JPMORGAN EQUITY PREMIUM INCO Equity
COWZ PACER US CASH COWS 100 ETF Equity
NOBL PROSHARES S&P 500 DIVIDEND A Equity
IPO RENAISSANCE IPO ETF Equity
SCHD SCHWAB US DVD EQUITY ETF Equity
SPY SPDR S&P 500 ETF TRUST Equity
XLK TECHNOLOGY SELECT SECT SPDR Equity
XLU UTILITIES SELECT SECTOR SPDR FUND Equity
MOAT VANECK MORNINGSTAR WIDE MOAT Equity
SMH VANECK SEMICONDUCTOR ETF Equity
VIG VANGUARD DIVIDEND APPREC ETF Equity
ESGV VANGUARD ESG US STOCK ETF Equity
VEU VANGUARD FTSE ALL-WORLD EX-U Equity
VEA VANGUARD FTSE DEVELOPED ETF Equity
VWO VANGUARD FTSE EMERGING MARKE Equity
VGK VANGUARD FTSE EUROPE ETF Equity
VUG VANGUARD GROWTH ETF Equity
VHT VANGUARD HEALTH CARE ETF Equity
VYM VANGUARD HIGH DVD YIELD ETF Equity
VGT VANGUARD INFO TECH ETF Equity
VO VANGUARD MID-CAP ETF Equity
VNQ VANGUARD REAL ESTATE ETF Equity
VOO VANGUARD S&P 500 ETF Equity
VXUS VANGUARD TOTAL INTL STOCK Equity
VTI VANGUARD TOTAL STOCK MKT ETF Equity
VTV VANGUARD VALUE ETF Equity
FTSL FIRST TRUST SENIOR LOAN FUND Fixed Income
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF Fixed Income
SHY ISHARES 1-3 YEAR TREASURY BO Fixed Income
IGSB ISHARES 1-5Y INV GRADE CORP Fixed Income
TLT ISHARES 20+ YEAR TREASURY BO Fixed Income
IEF ISHARES 7-10 YEAR TREASURY B Fixed Income
IUSB ISHARES CORE TOTAL BOND ETF Fixed Income
AGG ISHARES CORE U.S. AGGREGATE Fixed Income
FALN ISHARES FALLEN ANGELS USD BOND ETF Fixed Income
HYG ISHARES IBOXX HIGH YLD CORP Fixed Income
LQD ISHARES IBOXX INVESTMENT GRA Fixed Income
EMB ISHARES JP MORGAN USD EMERGI Fixed Income
MBB ISHARES MBS ETF Fixed Income
MUB ISHARES NATIONAL MUNI BOND E Fixed Income
SHV ISHARES SHORT TREASURY BOND Fixed Income
TIP ISHARES TIPS BOND ETF Fixed Income
GOVT ISHARES US TREASURY BOND ETF Fixed Income
JPST JPMORGAN ULTRA-SHORT INCOME Fixed Income
BIL SPDR BLOOMBERG 1-3 MONTH T-B Fixed Income
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF Fixed Income
VCIT VANGUARD INT-TERM CORPORATE Fixed Income
VCSH VANGUARD S/T CORP BOND ETF Fixed Income
BSV VANGUARD SHORT-TERM BOND ETF Fixed Income
VGSH VANGUARD SHORT-TERM TREASURY Fixed Income
VTEB VANGUARD TAX-EXEMPT BOND ETF Fixed Income
BND VANGUARD TOTAL BOND MARKET Fixed Income
BNDX VANGUARD TOTAL INTL BOND ETF Fixed Income
Fund Market Cap Focus Fund Industry Focus
Strategy
Broad Market Growth Thematic
Broad Market Blend N.A.
Small-cap Value N.A.
Large-cap Blend N.A.
Large-cap Blend Communications
Large-cap Growth Consumer Discretionary
Large-cap Blend Consumer Staples
Large-cap Blend Energy
Large-cap Blend Financial
Broad Market Blend Thematic
Broad Market Blend Energy
Broad Market Blend Thematic
Large-cap Blend Health Care
Large-cap Blend Industrials
Large-cap Growth N.A.
Large-cap Blend N.A.
Broad Market Blend Energy
Broad Market Blend Thematic
Broad Market Blend Thematic
Broad Market Blend Health Care
Broad Market Blend N.A.
Large-cap Blend N.A.
Large-cap Blend N.A.
Large-cap Blend N.A.
Mid-cap Blend N.A.
Small-cap Blend N.A.
Broad Market Blend N.A.
Broad Market Blend Energy
Large-cap Blend N.A.
Large-cap Blend N.A.
Large-cap Blend N.A.
Large-cap Blend N.A.
Large-cap Blend N.A.
Broad Market Blend N.A.
Large-cap Blend Thematic
Broad Market Blend N.A.
Broad Market Blend N.A.
Large-cap Blend N.A.
Large-cap Growth N.A.
Large-cap Blend N.A.
Large-cap Growth N.A.
Large-cap Value N.A.
Small-cap Blend N.A.
Large-cap Blend N.A.
Broad Market Blend Industrials
Large-cap Growth Technology
Broad Market Blend N.A.
Broad Market Value N.A.
Broad Market Value N.A.
Large-cap Value N.A.
Broad Market Growth Thematic
Large-cap Value N.A.
Large-cap Blend N.A.
Large-cap Growth Technology
Broad Market Blend Utilities
Large-cap Blend N.A.
Large-cap Growth Technology
Large-cap Value N.A.
Broad Market Blend N.A.
Large-cap Blend N.A.
Large-cap Blend N.A.
Broad Market Blend N.A.
Large-cap Blend N.A.
Large-cap Growth N.A.
Broad Market Blend Health Care
Large-cap Value N.A.
Large-cap Growth Technology
Mid-cap Blend N.A.
Broad Market Blend Real Estate
Large-cap Blend N.A.
Large-cap Blend N.A.
Broad Market Blend N.A.
Large-cap Value N.A.
N.A. Corporate N.A.
N.A. Corporate N.A.
N.A. Government N.A.
N.A. Corporate N.A.
N.A. Government N.A.
N.A. Government N.A.
N.A. Aggregate N.A.
N.A. Aggregate N.A.
N.A. Corporate N.A.
N.A. Corporate N.A.
N.A. Corporate N.A.
N.A. Government N.A.
N.A. Mortgage-Backed N.A.
N.A. Municipals N.A.
N.A. Government N.A.
N.A. Inflation Protected N.A.
N.A. Government N.A.
N.A. Aggregate N.A.
N.A. Government N.A.
N.A. Corporate N.A.
N.A. Corporate N.A.
N.A. Corporate N.A.
N.A. Aggregate N.A.
N.A. Government N.A.
N.A. Municipals N.A.
N.A. Aggregate N.A.
N.A. Aggregate N.A.
Fund Geographical Focus Maturity Band Fund Rating Class Focus

United States N.A. N.A.

United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
Global N.A. N.A.
Global N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
Global N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
International N.A. N.A.
International N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
Global N.A. N.A.
International N.A. N.A.
Australia N.A. N.A.
Brazil N.A. N.A.
China N.A. N.A.
International N.A. N.A.
India N.A. N.A.
United States N.A. N.A.
Mexico N.A. N.A.
Taiwan N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
International N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
Canada N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
International N.A. N.A.
International N.A. N.A.
International N.A. N.A.
European Region N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
International N.A. N.A.
United States N.A. N.A.
United States N.A. N.A.
Global N.A. High Yield
Global N.A. High Yield
United States Short-Term Investment Grade A or higher
United States Short-Term Investment Grade BBB or higher
United States Long-Term Investment Grade A or higher
United States Long-Term Investment Grade A or higher
Global N.A. Investment Grade BBB or higher
United States N.A. Investment Grade BBB or higher
United States N.A. High Yield
United States N.A. High Yield
United States N.A. Investment Grade BBB or higher
International Intermediate N.A.
United States N.A. Investment Grade A or higher
United States N.A. Investment Grade BBB or higher
United States Ultra Short Investment Grade A or higher
United States Intermediate Investment Grade A or higher
United States Intermediate Investment Grade A or higher
Global Ultra Short Investment Grade BBB or higher
United States Ultra Short Investment Grade A or higher
United States N.A. High Yield
United States Intermediate Investment Grade BBB or higher
United States Short-Term Investment Grade BBB or higher
United States Short-Term Investment Grade BBB or higher
United States Short-Term Investment Grade A or higher
United States Intermediate Investment Grade BBB or higher
United States N.A. Investment Grade BBB or higher
International N.A. Investment Grade BBB or higher
Expense Ratio Actively Managed?
0.74 Y
0.75 Y
0.25 Y
0.3 Y
0.1 N
0.1 N
0.1 N
0.1 N
0.1 N
0.7 N
0.6 N
0.47 N
0.1 N
0.1 N
0.2 N
0.2 N
0.66 N
0.6 N
0.62 N
0.44 N
0.08 N
0.07 N
0.09 N
0.03 N
0.05 N
0.06 N
0.15 N
0.4 N
0.25 N
0.5 N
0.58 N
0.58 N
0.33 N
0.68 N
0.25 N
0.5 N
0.58 N
0.15 N
0.15 N
0.15 N
0.18 N
0.18 N
0.19 N
0.2 N
0.39 N
0.39 N
0.19 N
0.35 Y
0.49 N
0.35 N
0.6 N
0.06 N
0.094 N
0.1 N
0.1 N
0.46 N
0.35 N
0.06 N
0.09 N
0.08 N
0.05 N
0.08 N
0.11 N
0.04 N
0.1 N
0.06 N
0.1 N
0.04 N
0.12 N
0.03 N
0.07 N
0.03 N
0.04 N
0.87 Y
1.02 Y
0.15 N
0.04 N
0.15 N
0.15 N
0.06 N
0.03 N
0.25 N
0.48 N
0.14 N
0.39 N
0.04 N
0.07 N
0.15 N
0.19 N
0.05 N
0.18 Y
0.135 N
0.4 N
0.04 N
0.04 N
0.04 N
0.04 N
0.05 N
0.03 N
0.07 N