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Paladin Advisory Group, LLC

Q4 2022 Holdings

Filed 2023-01-11 | 268 holdings | $117.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Spdr Index Shares Funds Portfolio EMG MK ETF(SPEM)CallPORTFOLIO EMG MK ETF78463X509$2.1M64,3491.8%
Ishares Trust National MUN ETF(MUB)CallNATIONAL MUN ETF464288414$2.2M20,9241.9%
Spdr S&p500 ETF Trust TR Unit ETF(SPY)CallTR UNIT ETF78462F103$2.2M5,8481.9%
Ishares Trust Core S&p500 ETF(IVV)CallCORE S&P500 ETF464287200$2.4M6,2512.1%
JP Morgan ETF Trust Ultra Shrt Municipal Inc ETF(JMST)CallULTRA SHRT MUNICIPAL INC ETF46641Q654$2.5M49,1132.1%
Pimco ETF Trust Inter MUN BD ACT ETF(MUNI)CallINTER MUN BD ACT ETF72201R866$2.6M50,0552.2%
JP Morgan ETF Trust Income ETF(JPIE)CallINCOME ETF46641Q159$2.7M59,2252.3%
Ishares Trust Core S&P SCP ETF(IJR)CallCORE S&P SCP ETF464287804$2.7M28,9032.3%
Ishares Trust Core S&P MCP ETF(IJH)CallCORE S&P MCP ETF464287507$2.8M11,4402.4%
JP Morgan ETF Trust Equity Premium Income ETF(JEPI)CallEQUITY PREMIUM INCOME ETF46641Q332$2.8M50,8532.4%
Apple Inc COM(AAPL)CallCOM037833100$2.8M21,5072.4%
Spdr S&P Midcap 400 ETF TR Utser1 S&pdcrp ETF(MDY)CallUTSER1 S&PDCRP ETF78467Y107$3.0M6,8762.6%
Select Sector Spdr Trust RL EST SEL SEC ETF(XLRE)CallRL EST SEL SEC ETF81369Y860$3.2M86,6022.7%
Proshares Trust S&P 500 DV Arist ETF(NOBL)CallS&P 500 DV ARIST ETF74348A467$4.2M46,6733.6%
Ishares Trust Core Msci Eafe ETF(IEFA)CallCORE MSCI EAFE ETF46432F842$4.5M72,2653.8%
JP Morgan ETF Trust Ultra-Short Income ETF(JPST)CallULTRA-SHORT INCOME ETF46641Q837$4.6M90,8053.9%
Schwab Strategic TR US Dividend EQ ETF(SCHD)CallUS DIVIDEND EQ ETF808524797$4.8M63,3014.1%
Ishares Trust RUS 1000 GRW ETF(IWF)CallRUS 1000 GRW ETF464287614$5.6M25,9124.7%
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