FM COMPOUNDERS EQUITY ETF | |||||||
SCHEDULE OF INVESTMENTS (Unaudited) | |||||||
May 31, 2025 | |||||||
Shares | Fair Value | ||||||
COMMON STOCKS — 94.2% | |||||||
APPAREL & TEXTILE PRODUCTS - 1.4% | |||||||
14,423 | NIKE, Inc., Class B | $ 873,890 | |||||
ASSET MANAGEMENT - 3.0% | |||||||
15,119 | KKR & Company, Inc. | 1,836,354 | |||||
BANKING - 5.3% | |||||||
7,966 | M&T Bank Corporation | 1,454,909 | |||||
30,512 | US Bancorp | 1,330,018 | |||||
6,552 | Wells Fargo & Company | 489,959 | |||||
3,274,886 | |||||||
BIOTECH & PHARMA - 1.3% | |||||||
1,094 | Eli Lilly & Company | 807,011 | |||||
CHEMICALS - 2.5% | |||||||
3,324 | Linde PLC | 1,554,236 | |||||
DIVERSIFIED INDUSTRIALS - 2.1% | |||||||
4,339 | General Electric Company | 1,067,004 | |||||
878 | Honeywell International, Inc. | 199,016 | |||||
1,266,020 | |||||||
E-COMMERCE DISCRETIONARY - 2.4% | |||||||
7,133 | Amazon.com, Inc.(a) | 1,462,336 | |||||
ELECTRICAL EQUIPMENT - 1.5% | |||||||
1,881 | GE Vernova, LLC | 889,675 | |||||
ENTERTAINMENT CONTENT - 1.9% | |||||||
2,721 | Take-Two Interactive Software, Inc.(a) | 615,708 | |||||
4,999 | Walt Disney Company (The) | 565,087 | |||||
1,180,795 | |||||||
FOOD - 1.7% | |||||||
15,775 | Mondelez International, Inc., Class A | 1,064,655 | |||||
FM COMPOUNDERS EQUITY ETF | |||||||
SCHEDULE OF INVESTMENTS (Unaudited) (Continued) | |||||||
May 31, 2025 | |||||||
Shares | Fair Value | ||||||
COMMON STOCKS — 94.2% (Continued) | |||||||
HOUSEHOLD PRODUCTS - 1.7% | |||||||
6,297 | Procter & Gamble Company (The) | $ 1,069,797 | |||||
INSTITUTIONAL FINANCIAL SERVICES - 0.9% | |||||||
870 | Goldman Sachs Group, Inc. (The) | 522,392 | |||||
INSURANCE - 15.8% | |||||||
9,127 | Berkshire Hathaway, Inc., Class B(a) | 4,599,643 | |||||
4,547 | Brown & Brown, Inc. | 513,356 | |||||
1,435 | Enstar Group Ltd.(a) | 480,739 | |||||
12,454 | Progressive Corp./The | 3,548,518 | |||||
310 | White Mountains Insurance Group Ltd. | 553,288 | |||||
9,695,544 | |||||||
INTERNET MEDIA & SERVICES - 3.2% | |||||||
2,848 | Alphabet, Inc., Class C | 492,277 | |||||
2,271 | Meta Platforms, Inc., Class A | 1,470,449 | |||||
1,962,726 | |||||||
LEISURE FACILITIES & SERVICES - 1.3% | |||||||
1,160 | McDonald's Corporation | 364,066 | |||||
5,324 | Starbucks Corporation | 446,950 | |||||
811,016 | |||||||
MACHINERY - 2.0% | |||||||
12,360 | Veralto Corporation | 1,248,731 | |||||
MEDICAL EQUIPMENT & DEVICES – 4.9% | |||||||
3,944 | Abbott Laboratories | 526,840 | |||||
11,809 | Danaher Corporation | 2,242,529 | |||||
1,273 | West Pharmaceutical Services, Inc. | 268,412 | |||||
3,037,781 | |||||||
OIL & GAS PRODUCERS - 2.0% | |||||||
10,728 | Phillips 66 | 1,217,413 | |||||
RETAIL - CONSUMER STAPLES - 0.7% | |||||||
4,301 | Walmart, Inc. | 424,595 | |||||
FM COMPOUNDERS EQUITY ETF | |||||||
SCHEDULE OF INVESTMENTS (Unaudited) (Continued) | |||||||
May 31, 2025 | |||||||
Shares | Fair Value | ||||||
COMMON STOCKS — 94.2% (Continued) | |||||||
RETAIL - DISCRETIONARY - 4.0% | |||||||
410 | AutoZone, Inc.(a) | $ 1,530,546 | |||||
4,049 | Lowe's Companies, Inc. | 913,981 | |||||
2,444,527 | |||||||
SEMICONDUCTORS - 5.3% | |||||||
10,146 | Applied Materials, Inc. | 1,590,385 | |||||
445 | ASML Holding N.V. - ADR | 327,863 | |||||
69,652 | Intel Corporation | 1,361,697 | |||||
3,279,945 | |||||||
SOFTWARE - 9.1% | |||||||
1,859 | ANSYS, Inc.(a) | 614,994 | |||||
30,685 | Blackline, Inc.(a) | 1,716,212 | |||||
2,705 | Microsoft Corporation | 1,245,274 | |||||
7,512 | Salesforce, Inc. | 1,993,459 | |||||
5,569,939 | |||||||
SPECIALTY FINANCE - 5.2% | |||||||
10,876 | American Express Company | 3,198,088 | |||||
TECHNOLOGY SERVICES - 8.4% | |||||||
3,943 | Mastercard, Inc., Class A | 2,309,021 | |||||
7,863 | Visa, Inc., Class A | 2,871,489 | |||||
5,180,510 | |||||||
TOBACCO & CANNABIS - 3.3% | |||||||
11,234 | Philip Morris International, Inc. | 2,028,748 | |||||
TRANSPORTATION & LOGISTICS - 1.6% | |||||||
3,518 | Expeditors International of Washington, Inc. | 396,584 | |||||
2,731 | Union Pacific Corporation | 605,354 | |||||
1,001,938 | |||||||
TRANSPORTATION EQUIPMENT - 1.1% | |||||||
6,552 | Allison Transmission Holdings, Inc. | 678,263 | |||||
FM COMPOUNDERS EQUITY ETF | |||||||
SCHEDULE OF INVESTMENTS (Unaudited) (Continued) | |||||||
May 31, 2025 | |||||||
Shares | Fair Value | ||||||
COMMON STOCKS — 94.2% (Continued) | |||||||
WHOLESALE - CONSUMER STAPLES - 0.6% | |||||||
4,812 | Sysco Corporation | $ 351,276 | |||||
TOTAL COMMON STOCKS (Cost $35,150,147) |
57,933,087 | ||||||
SHORT-TERM INVESTMENT — 5.9% | |||||||
MONEY MARKET FUND - 5.9% | |||||||
3,595,564 | Goldman Sachs Financial Square Government Fund, Institutional Shares, 4.20% (Cost $3,595,564)(b) | 3,595,564 | |||||
TOTAL INVESTMENTS - 100.1% (Cost $38,745,711) | $ 61,528,651 | ||||||
LIABILITIES IN EXCESS OF OTHER ASSETS - (0.1)% |
(44,062) | ||||||
NET ASSETS - 100.0% |
$ 61,484,589 | ||||||
ADR | - American Depositary Receipt |
LLC | - Limited Liability Company |
LTD | - Limited Company |
N.V. | - Naamioze Vennootschap |
PLC | - Public Limited Company |
(a) | Non-income producing security. |
(b) | Rate disclosed is the seven day effective yield as of May 31, 2025. |