DATA UPDATED

xx/xx/xx

DELTA-V

LONG TERM

NONE

GALACTIC SHIELD

MEDIUM TERM

NONE

STARpath

SHORT TERM

NONE

starflux

SHORT TERM

NONE

ASTROTREND

SHORT TERM

NONE

CALENDAR EFFECTS

SEASONAL

None

Views

KMI Screening on Individual Stocks and ETFs

KINGDOM MINDSET INVESTING SCREEN DETAIL

Sherman Portfolios uses a company called Kingdom Mindset Investing™ (KMI) employees a "Primary Mission" screen for our stocks, companies, and ETFs. The screen includes an initial filter via the BRI Institute to flag for the 3 possible elimination categories. These categories are:
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- Abortion Manufacturing
- Pornography Production
- Gambling

For any stock or ETF that triggers one of the above flags, the KMI review committee manually reviews and applies the "Primary Mission" screen. KMI defines this as making a judgment to determine if the primary mission for the stock or ETF existing is to be an abortion manufacturer, pornography producer, or gambling facility. If the primary mission is one of those categories, the stock or ETF is removed from all Sherman Portfolios use; if the primary mission is not one of these categories, the flag is removed and the stock or ETF remains in the SPL lineup.

Those stocks or ETFs with the yellow warning sign (⚠️) were flagged for elimination by initial BRI screening. However, the flag was removed and the stock or ETF remained in the final list, since KMIs belief is that the primary mission for that company is not abortion manufacturing, pornography production, or gambling.

Those stocks or ETFs with the red X (❌) were flagged for elimination by initial BRI screening, and the flag was verified for removal since KMIs belief is that the primary mission for that company is abortion manufacturing, pornography production, or gambling.

Below is the list of stocks, ETFs, and models that were flagged by BRI Institute and analyzed by KMI.

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UNFILTERED STOCK LISTS

UNFILTERED ETF LIST

AFFECTED MODELS

UNFILTERED STOCK LISTS

LIST FOR JUNE 2025 | UPDATED JULY 1, 2024

TOP 50 STOCKS — RUSSELL 1000

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Palantir Technologies Inc Class A : (PLTR)
Robinhood Markets Inc Class A : (HOOD)
Duolingo Inc Class A : (DUOL)
Microstrategy Inc Class A : (MSTR)
Spotify Technology SA : (SPOT) ⚠️
GE Vernova Inc : (GEV)
Roblox Corp Class A : (RBLX) ⚠️
Applovin Corp Class A : (APP) ⚠️
NRG Energy Inc : (NRG)
Howmet Aerospace Inc : (HWM)
Philip Morris International Inc : (PM)
Netflix Inc : (NFLX)
Axon Enterprise Inc : (AXON)
Carvana Co Class A : (CVNA)
Take-Two Interactive Software Inc : (TTWO)
Okta Inc Class A : (OKTA)
Cloudflare Inc Class A : (NET)
AT&T Inc : (T) ⚠️
CrowdStrike Holdings Inc Class A : (CRWD)
CME Group Inc Class A : (CME)
McKesson Corp : (MCK)
DoorDash Inc Class A : (DASH)
Cencora Inc : (COR)
Kroger Co : (KR)
Gilead Sciences Inc : (GILD)
Fortinet Inc : (FTNT)
Zscaler Inc : (ZS)
United States Steel Corp : (X)
CVS Health Corp : (CVS)
Snowflake Inc Class A : (SNOW)
Autozone Inc : (AZO)
Altria Group Inc : (MO)
GE Aerospace : (GE)
O'Reilly Automotive Inc : (ORLY)
Visa Inc Class A : (V)
Deere & Co : (DE)
International Business Machines Corp : (IBM)
Boston Scientific Corp : (BSX)
Johnson Controls International PLC : (JCI)
Newmont Corporation : (NEM)
Progressive Corp : (PGR)
Walmart Inc : (WMT)
Amphenol Corp Class A : (APH)
Abbott Laboratories : (ABT)
Uber Technologies Inc : (UBER)
Charles Schwab Corp : (SCHW)
Berkshire Hathaway Inc Class B : (BRK.B)
Booking Holdings Inc : (BKNG)
McDonald's Corp : (MCD)
Kenvue Inc : (KVUE) SA : (SPOT)

TOP 50 STOCKS — S&P 500

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Palantir Technologies Inc Class A : (PLTR)
GE Vernova Inc : (GEV)
VeriSign Inc : (VRSN)
NRG Energy Inc : (NRG)
Howmet Aerospace Inc : (HWM)
Philip Morris International Inc : (PM)
Netflix Inc : (NFLX)
Axon Enterprise Inc : (AXON)
Tapestry Inc : (TPR)
Take-Two Interactive Software Inc : (TTWO)
EQT Corp : (EQT)
AT&T Inc : (T) ⚠️
Cardinal Health Inc : (CAH)
CrowdStrike Holdings Inc Class A : (CRWD)
CenterPoint Energy Inc : (CNP)
Paycom Software Inc : (PAYC)
CME Group Inc Class A : (CME)
W R Berkley Corp : (WRB)
McKesson Corp : (MCK)
Darden Restaurants Inc : (DRI)
Cencora Inc : (COR)
Kroger Co : (KR)
Gilead Sciences Inc : (GILD)
Entergy Corp : (ETR)
Republic Services Inc : (RSG)
Exelon Corp : (EXC)
Fortinet Inc : (FTNT)
Monster Beverage Corp : (MNST)
Insulet Corp : (PODD)
Williams Companies Inc : (WMB)
Welltower Inc : (WELL)
CVS Health Corp : (CVS)
Mosaic Co : (MOS)
Autozone Inc : (AZO)
Altria Group Inc : (MO)
Fox Corp Class A : (FOXA) ⚠️
GE Aerospace : (GE)
O'Reilly Automotive Inc : (ORLY)
Visa Inc Class A : (V)
Deere & Co : (DE)
F5 Inc : (FFIV)
Atmos Energy Corp : (ATO)
WEC Energy Group Inc : (WEC)
International Business Machines Corp : (IBM)
Jabil Inc : (JBL)
Fox Corp Class B : (FOX) ⚠️
T-Mobile US Inc : (TMUS)
Boston Scientific Corp : (BSX)
Johnson Controls International PLC : (JCI)
Ralph Lauren Corp Class A : (RL)

UNFILTERED ETF LIST

LIST AS OF NOV 29, 2024

ETFs used in SPL models - no current exclusions

iShares U.S. Technology ETF (IYW) ⚠️

Invesco QQQ Trust (QQQ) ⚠️

iShares S&P 500 Growth ETF (IVW) ⚠️

SPDR S&P 500 ETF Trust (SPY) ⚠️

iShares U.S. Consumer Services ETF (IYC) ⚠️

iShares U.S. Financials ETF (IYF)

iShares S&P 500 Value ETF (IVE) ⚠️

SPDR Dow Jones Industrial Average ETF Trust (DIA) ⚠️

iShares U.S. Industrials ETF (IYJ)

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iShares S&P Mid-Cap 400 Growth ETF (IJK) ⚠️

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iShares MSCI EAFE ETF (EFA) ⚠️

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SPDR S&P MidCap 400 ETF Trust (MDY) ⚠️

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iShares S&P Small-Cap 600 Growth ETF (IJT) ⚠️

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iShares MSCI Emerging Markets ETF (EEM) ⚠️

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iShares Russell 3000 ETF (IWV) ⚠️

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iShares S&P Mid-Cap 400 Value ETF (IJJ) ⚠️

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iShares U.S. Basic Materials ETF (IYM)

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iShares U.S. Real Estate ETF (IYR) ⚠️

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iShares Russell 2000 ETF (IWM) ⚠️

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iShares U.S. Healthcare ETF (IYH) ⚠️

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iShares S&P Small-Cap 600 Value ETF (IJS) ⚠️

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iShares U.S. Telecommunications ETF (IYZ) ⚠️

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iShares U.S. Utilities ETF (IDU)

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iShares U.S. Consumer Goods ETF (IYK) ⚠️

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iShares U.S. Energy ETF (IYE)

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iShares iBoxx $ High Yield Corporate Bond ETF (HYG) ⚠️

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iShares Floating Rate Bond ETF (FLOT) ⚠️

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PIMCO Enhanced Short Maturity Active ETF (MINT) ⚠️

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Invesco Emerging Markets Sovereign Debt ETF (PCY)

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iShares 1-3 Year Treasury Bond ETF (SHY)

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iShares National Muni Bond ETF - MUB

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SPDR Bloomberg Convertible Securities ETF (CWB) ⚠️

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Invesco Preferred ETF (PGX) ⚠️

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iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) ⚠️

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VanEck High Yield Muni ETF (HYD)

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iShares TIPS Bond ETF (TIP)

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iShares Core U.S. Aggregate Bond ETF (AGG) ⚠️

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iShares MBS ETF (MBB)

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SPDR Bloomberg International Treasury Bond ETF (BWX)

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iShares 7-10 Year Treasury Bond ETF (IEF)

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SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

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iShares 20+ Year Treasury Bond ETF (TLT)

AFFECTED SPL MODELS

LIST AS OF NOV 29, 2024

Models affected by KMI screening - no current impacts

Harmony (inc. 1, 2, 3, & 4)

Star Min/Max

DELTA-V (inc. w/STARPATH)

Buy/Replace (inc. w/STARPATH)

DELTA-V+CALENDAR (inc. w/STARPATH)

Calendar Effects

Sector Rotation One

Sector Rotation Two

Long/Cash (inc. SR2 option)

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Long/Short (inc. SR2 option)

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Multi-Sector Bond

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Optimum Bond

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Risk-Managed Gold (inc. all variants)

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Risk-Managed Energy (inc. all variants)