Smart Money Group

Latest statistics and disclosures from Smart Money Group's latest quarterly 13F-HR filing:

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Positions held by Smart Money Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Smart Money Group

Companies in the Smart Money Group portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Min Vol (USMV) 11.4 $14M -5% 197k 69.19
Ishares Tr Msci Usa Mmentm (MTUM) 7.8 $9.4M -27% 58k 160.87
Janus Detroit Str Tr Hendersn Cap Etf (JSML) 7.5 $9.0M -9% 134k 67.55
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 5.6 $6.7M NEW 94k 72.07
Vanguard Specialized Funds Div App Etf (VIG) 5.4 $6.5M +6% 44k 147.07
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.2 $6.2M -12% 51k 121.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.1 $6.1M +6% 19k 319.13
Ishares Tr Core S&p500 Etf (IVV) 3.9 $4.6M -7% 12k 397.83
Trimtabs Etf Tr Us Free Cash Flw (TTAC) 3.1 $3.8M -19% 76k 49.42
Ark Etf Tr Next Gnrtn Inter (ARKW) 3.1 $3.7M 25k 147.45
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 3.0 $3.6M +33% 56k 63.91
Etfis Ser Tr I Virtus Lifesc Bt (BBP) 2.8 $3.3M -4% 64k 52.35
Ishares Tr Msci Intl Qualty (IQLT) 2.7 $3.3M +30% 90k 36.43
First Financial Bankshares (FFIN) 2.7 $3.2M -3% 68k 46.74

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Spdr Gold Tr Gold Shs (GLD) 2.0 $2.4M +41% 15k 159.95
Spdr Ser Tr S&p Divid Etf (SDY) 1.8 $2.2M -6% 18k 118.02
Ishares Tr Msci Intl Sml Cp (ISCF) 1.7 $2.0M +21% 57k 34.97
Spdr Ser Tr Portfolio Crport (SPBO) 1.4 $1.7M NEW 49k 34.42
First Tr Exchange Traded Hlth Care Alph (FXH) 1.4 $1.7M 16k 108.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $1.5M -3% 3.8k 396.23
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $1.5M NEW 18k 82.18
Ishares Tr Msci Eafe Min Vl (EFAV) 1.2 $1.4M -73% 20k 73.00
Ishares Tr National Mun Etf (MUB) 1.2 $1.4M -3% 12k 116.01
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.9 $1.1M 16k 71.87
Legg Mason Etf Invt Tr Westn Aset Ttl (WBND) 0.9 $1.1M +41% 40k 26.85
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $982k -5% 14k 72.91
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.8 $970k NEW 32k 30.63
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.8 $939k 29k 31.92
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $880k +23% 4.3k 206.77
Spdr Ser Tr Wells Fg Pfd Etf (PSK) 0.7 $849k NEW 20k 43.44
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.7 $841k NEW 10k 83.37
Pimco Etf Tr Active Bd Etf (BOND) 0.7 $829k NEW 7.6k 109.40
Vaneck Vectors Etf Tr Shrt Hgh Yld Mun (SHYD) 0.7 $803k -13% 32k 25.03
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $796k -77% 6.1k 130.00
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.7 $790k +10% 17k 45.82
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.6 $763k +27% 13k 59.34
Proshares Tr Shrt 20+yr Tre (TBF) 0.6 $752k NEW 42k 18.12
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.6 $739k NEW 16k 45.75
Ishares Tr Msci Intl Moment (IMTM) 0.5 $620k -73% 17k 37.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $543k 1.5k 364.43
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $525k 4.8k 108.45
Abbvie (ABBV) 0.4 $486k +3% 4.5k 108.26
American Electric Power Company (AEP) 0.4 $438k 5.2k 84.70
Microsoft Corporation (MSFT) 0.4 $424k +2% 1.8k 235.82
Vaneck Vectors Etf Tr Invt Grade Fltg (FLTR) 0.3 $393k +10% 16k 25.38
Wal-Mart Stores (WMT) 0.3 $385k 2.8k 135.95
Apple (AAPL) 0.3 $377k -2% 3.1k 122.05
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.3 $361k -35% 7.3k 49.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $358k 1.4k 255.17
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $349k -88% 3.1k 113.75
Chevron Corporation (CVX) 0.3 $347k +12% 3.3k 104.87
Johnson & Johnson (JNJ) 0.3 $331k 2.0k 164.19
Amazon (AMZN) 0.2 $297k +4% 96.00 3093.75
Vanguard World Fds Health Car Etf (VHT) 0.2 $289k 1.3k 229.00
Novartis Sponsored Adr (NVS) 0.2 $281k +2% 3.3k 85.38
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $236k 2.7k 86.38
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.2 $232k -8% 2.1k 111.11
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $223k -4% 4.4k 50.81
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $217k 4.9k 44.39
Rockwell Automation (ROK) 0.2 $207k NEW 782.00 264.71
Presidio Ppty Tr Com Cl A (SQFT) 0.1 $63k -72% 17k 3.66

Past Filings by Smart Money Group

SEC 13F filings are viewable for Smart Money Group going back to 2017