Strategic Family Wealth Counselors

Latest statistics and disclosures from Strategic Family Wealth Counselors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Strategic Family Wealth Counselors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Strategic Family Wealth Counselors

Strategic Family Wealth Counselors holds 117 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roblox Corp Cl A (RBLX) 9.6 $23M 501k 45.72
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.3 $10M -5% 134k 76.13
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.1 $9.8M +4% 118k 82.96
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.5 $8.3M 146k 56.40
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.3 $7.9M 17k 475.32
 View chart
Uber Technologies (UBER) 3.2 $7.6M 124k 61.57
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.2 $7.6M +2% 100k 75.32
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 3.2 $7.5M 68k 111.63
 View chart
Capital Group Growth Etf Shs Creation Uni (CGGR) 3.1 $7.4M +5% 263k 28.23
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.0 $7.3M 154k 47.24
 View chart
Spdr Ser Tr S&p Divid Etf (SDY) 2.8 $6.7M +6% 54k 124.97
 View chart
Ark Etf Tr Innovation Etf (ARKK) 2.7 $6.5M -8% 125k 52.37
 View chart
Apple (AAPL) 2.7 $6.5M 34k 192.53
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.7 $6.5M +3% 41k 157.80
 View chart
First Tr Value Line Divid In SHS (FVD) 2.4 $5.8M -3% 144k 40.56
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.4 $5.8M 93k 62.66
 View chart
Wisdomtree Tr Us Largecap Divd (DLN) 2.4 $5.8M +2% 87k 66.38
 View chart
Pfizer (PFE) 2.1 $5.1M 176k 28.79
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.0 $4.7M -7% 84k 55.67
 View chart
Vanguard Index Fds Value Etf (VTV) 1.9 $4.5M +17% 30k 149.50
 View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 1.7 $4.1M 197k 20.89
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 1.7 $4.0M 13k 303.18
 View chart
Ishares Tr Grwt Allocat Etf (AOR) 1.6 $3.8M +41% 71k 53.19
 View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.4 $3.2M +6% 64k 50.23
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $3.0M +17% 7.4k 409.49
 View chart
Ishares Tr Core High Dv Etf (HDV) 1.2 $2.8M +4% 27k 101.99
 View chart
Microsoft Corporation (MSFT) 1.2 $2.8M +4% 7.4k 376.04
 View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 1.1 $2.7M 56k 48.32
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.0 $2.4M NEW 47k 51.99
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $2.2M 9.6k 232.65
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.9 $2.1M +5% 10k 213.33
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $2.0M -3% 26k 78.03
 View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.8 $1.9M NEW 84k 22.70
 View chart
Ishares Tr Msci Acwi Etf (ACWI) 0.8 $1.9M +96% 19k 101.77
 View chart
Visa Com Cl A (V) 0.8 $1.9M 7.2k 260.36
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $1.7M 45k 36.96
 View chart
Twilio Cl A (TWLO) 0.7 $1.6M 21k 75.87
 View chart
PNC Financial Services (PNC) 0.7 $1.6M 10k 154.85
 View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.7 $1.6M 17k 93.81
 View chart
Marathon Petroleum Corp (MPC) 0.6 $1.5M 10k 148.36
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.6 $1.5M +29% 4.8k 310.85
 View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.6 $1.4M 29k 47.79
 View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.6 $1.3M +161% 38k 34.89
 View chart
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.6 $1.3M +313% 73k 18.05
 View chart
Vanguard World Fds Inf Tech Etf (VGT) 0.5 $1.3M +44% 2.6k 483.96
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $1.2M 15k 77.73
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $1.1M -14% 11k 102.88
 View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.4 $986k 48k 20.45
 View chart
Ishares Tr Rus Mdcp Val Etf (IWS) 0.4 $913k 7.9k 116.29
 View chart
Exchange Traded Concepts Tr Bitwise Crypto (BITQ) 0.4 $901k 78k 11.59
 View chart
Ishares Tr National Mun Etf (MUB) 0.4 $844k +41% 7.8k 108.41
 View chart
Amazon (AMZN) 0.3 $780k +7% 5.1k 151.94
 View chart
Ishares Tr Russell 3000 Etf (IWV) 0.3 $732k 2.7k 273.74
 View chart
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $687k +13% 15k 45.69
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $684k +50% 1.6k 436.74
 View chart
Walt Disney Company (DIS) 0.3 $668k 7.4k 90.29
 View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.3 $624k -19% 16k 40.25
 View chart
JPMorgan Chase & Co. (JPM) 0.3 $603k 3.5k 170.10
 View chart
UnitedHealth (UNH) 0.2 $579k 1.1k 526.64
 View chart
Union Pacific Corporation (UNP) 0.2 $576k 2.3k 245.62
 View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $546k +17% 11k 51.67
 View chart
Verizon Communications (VZ) 0.2 $495k -2% 13k 37.70
 View chart
Meta Platforms Cl A (META) 0.2 $487k 1.4k 353.96
 View chart
Etf Ser Solutions Defiance Next (FIVG) 0.2 $484k 14k 35.85
 View chart
Johnson & Johnson (JNJ) 0.2 $462k 2.9k 156.76
 View chart
Reliance Steel & Aluminum (RS) 0.2 $441k 1.6k 279.73
 View chart
Abbvie (ABBV) 0.2 $441k 2.8k 154.97
 View chart
Exxon Mobil Corporation (XOM) 0.2 $434k 4.3k 99.98
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $417k NEW 8.2k 51.05
 View chart
Ishares Tr Select Divid Etf (DVY) 0.2 $381k +4% 3.2k 117.22
 View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.2 $377k 9.0k 41.99
 View chart
Colgate-Palmolive Company (CL) 0.2 $374k 4.7k 79.71
 View chart
Costco Wholesale Corporation (COST) 0.2 $373k 564.00 660.39
 View chart
Tesla Motors (TSLA) 0.2 $359k -12% 1.4k 248.49
 View chart
Select Sector Spdr Tr Financial (XLF) 0.2 $359k +2% 9.5k 37.60
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $358k 2.0k 178.81
 View chart
At&t (T) 0.1 $357k 21k 16.78
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $338k 1.9k 173.89
 View chart
Southern Company (SO) 0.1 $331k 4.7k 70.13
 View chart
Upstart Hldgs (UPST) 0.1 $327k 8.0k 40.86
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $324k +9% 861.00 376.67
 View chart
Boeing Company (BA) 0.1 $322k 1.2k 260.58
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.1 $320k 669.00 477.74
 View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $314k NEW 7.2k 43.71
 View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $306k 4.3k 70.28
 View chart
Amgen (AMGN) 0.1 $302k 1.1k 288.02
 View chart
Target Corporation (TGT) 0.1 $294k 2.1k 142.42
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $288k NEW 5.2k 54.98
 View chart
Hershey Company (HSY) 0.1 $285k 1.5k 186.48
 View chart
Valley National Ban (VLY) 0.1 $282k +3% 26k 10.86
 View chart
Reaves Util Income Com Sh Ben Int (UTG) 0.1 $277k -26% 10k 26.74
 View chart
Texas Instruments Incorporated (TXN) 0.1 $266k 1.6k 170.46
 View chart
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $265k 3.8k 69.05
 View chart
Procter & Gamble Company (PG) 0.1 $262k 1.8k 146.54
 View chart
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $260k 1.6k 164.45
 View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $257k 7.9k 32.66
 View chart
Marathon Oil Corporation (MRO) 0.1 $250k 10k 24.16
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $249k NEW 3.6k 70.10
 View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.1 $248k 3.2k 77.70
 View chart
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $248k 8.3k 29.84
 View chart
Warby Parker Cl A Com (WRBY) 0.1 $244k 17k 14.10
 View chart
Paychex (PAYX) 0.1 $240k 2.0k 119.11
 View chart
Viatris (VTRS) 0.1 $233k 22k 10.83
 View chart
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $232k NEW 11k 20.71
 View chart
Merck & Co (MRK) 0.1 $231k 2.1k 109.02
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $229k 1.4k 165.23
 View chart
Us Bancorp Del Com New (USB) 0.1 $222k NEW 5.1k 43.28
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $218k NEW 2.1k 104.00
 View chart
Pepsi (PEP) 0.1 $213k 1.3k 169.88
 View chart
Cisco Systems (CSCO) 0.1 $212k 4.2k 50.52
 View chart
Select Sector Spdr Tr Energy (XLE) 0.1 $206k +11% 2.5k 83.84
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $206k NEW 853.00 241.77
 View chart
Illinois Tool Works (ITW) 0.1 $200k NEW 764.00 261.94
 View chart
Sirius Xm Holdings (SIRI) 0.0 $101k 19k 5.47
 View chart
Yext (YEXT) 0.0 $84k 14k 5.89
 View chart
Seelos Therapeutics Com New 0.0 $42k NEW 30k 1.39
 View chart
Clover Health Investments Com Cl A (CLOV) 0.0 $12k 12k 0.95
 View chart

Past Filings by Strategic Family Wealth Counselors

SEC 13F filings are viewable for Strategic Family Wealth Counselors going back to 2018

View all past filings