Towercrest Capital Management

Latest statistics and disclosures from Towercrest Capital Management's latest quarterly 13F-HR filing:

Portfolio Holdings for Towercrest Capital Management

Companies in the Towercrest Capital Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares Lehman Aggregate Bond (AGG) 7.68 221706 +4% 115.38
Schwab Strategic Tr us aggregate b 7.58 465493 +5% 54.27
Schwab Strategic Tr us lrg cap etf 7.41 403258 -7% 61.25
Spdr Ser Tr cmn 5.63 638556 29.40
Ishares Tr fltg rate nt 5.35 365571 -22% 48.75
iShares S&P; 500 Index (IVV) 3.69 47440 -2% 259.02
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 3.28 96682 113.01
Schwab International Equity ETF (SCHF) 3.26 420639 -9% 25.84
iShares iBoxx $ High Yid Corp Bond (HYG) 3.10 133796 -8% 77.09
SPDR S&P; 500 ETF (SPY) 2.92 37755 -2% 257.74
Invesco Exchng Traded Fd Tr fndmntl hy crp 2.83 569108 -3% 16.58
Invesco Emerging Markets S etf 2.63 365913 +8% 23.91
inv grd crp bd 2.61 82246 +3% 105.87
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 2.55 170062 +10% 50.00
SPDR Barclays Capital Aggregate Bo (LAG) 2.53 278586 +5% 30.22
Ishares Core Msci Eafe Etf core msci eafe 2.49 166079 -19% 49.93
SPDR DJ Wilshire Large Cap (ELR) 2.11 232184 +13% 30.25
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 2.07 71353 -5% 96.70
Schwab Emerging Markets Equity ETF (SCHE) 1.95 314573 +4% 20.69
SPDR S&P; World ex-US (GWL) 1.78 247885 +95% 23.94
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 1.64 44129 123.55
Schwab U S Broad Market ETF (SCHB) 1.62 89326 -23% 60.43
Sch Us Mid-cap Etf etf 1.61 127224 -5% 42.16
Ishares Tr 0-5yr hi yl cp 1.58 128776 +58% 40.87
SPDR Barclay Cp Intr Trm Cr Bd (ITR) 1.45 141819 +20% 34.01
iShares S&P; 1500 Index Fund (ISI) 1.42 82460 -17% 57.31
iShares S&P; MidCap 400 Index (IJH) 1.41 32685 144.07
Ishares Inc core msci emkt 1.40 115071 -4% 40.51
Apple (AAPL) 1.29 16861 +12% 254.31
Schwab U S Small Cap ETF (SCHA) 1.23 79564 -7% 51.52
iShares S&P; SmallCap 600 Index (IJR) 1.10 65250 56.20
SPDR S&P; Emerging Markets (GMM) 1.09 127687 +118% 28.46
Schwab Strategic Tr us dividend eq 1.03 76639 +285% 44.98
Ishares Tr core div grwth 0.76 77638 +186% 32.60
iShares NASDAQ Biotechnology Index (IBB) 0.51 15618 +6% 107.76
SPDR DJ Wilshire Mid Cap (EMM) 0.44 58141 +10% 25.34
Spdr Series Trust dj ttl mkt etf 0.43 46039 -10% 31.45
Microsoft Corporation (MSFT) 0.42 8854 +9% 157.67
JPMorgan Chase & Co. (JPM) 0.39 14354 -41% 90.01
Spdr Ser Tr spdr russel 2000 0.35 53643 +12% 21.85
Spdr Ser Tr sp500 high div 0.34 46670 +678% 24.60
iShares Russell 1000 Growth Index (IWF) 0.31 6956 -7% 150.66
Facebook Inc cl a 0.31 6274 166.88
Schwab U S Large Cap Growth ETF (SCHG) 0.31 12866 79.67
AT&T; (T) 0.30 33725 -10% 29.15
Schwab Strategic Tr sht tm us tres 0.24 15527 +2% 51.72
American International (AIG) 0.23 32148 -78% 24.26
Iovance Biotherapeutics 0.22 25000 NEW 29.92
Merck & Co (MRK) 0.21 9229 -11% 76.93
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.21 8000 +9% 86.62
Johnson & Johnson (JNJ) 0.20 5080 -8% 131.10
Amazon (AMZN) 0.20 338 NEW 1949.70
Berkshire Hathaway (BRK.A) 0.16 200 2720.00
Wisdomtree Tr brclys us aggr 0.13 8100 +100% 51.60
Coca-Cola Bottling Co. Consolidated (COKE) 0.11 8383 +6% 44.26
Schwab Strategic Tr cmn 0.11 8284 44.30
Madrigal Pharmaceuticals 0.11 5500 NEW 66.73
Colgate-Palmolive Company (CL) 0.11 5364 -21% 66.37
Bristol Myers Squibb (BMY) 0.10 6125 55.67
Berkshire Hathaway (BRK.B) 0.10 1851 -38% 182.60
Bank of America Corporation (BAC) 0.10 15632 +38% 21.24
Visa (V) 0.09 1875 +6% 161.07
Vanguard Consumer Discretionary ETF (VCR) 0.09 2074 NEW 145.13
Alphabet Inc Class A cs 0.09 255 1160.78
Verizon Communications (VZ) 0.09 5484 53.79
iShares Russell 1000 Value Index (IWD) 0.08 2751 +5% 99.24
Boeing Company (BA) 0.08 1812 +60% 149.01
Esperion Therapeutics 0.08 8500 NEW 31.53
Ishares Tr hdg msci eafe 0.08 10564 24.23
Vanguard FTSE All-World ex-US ETF (VEU) 0.08 6148 -4% 40.99
Consolidated Edison (ED) 0.07 2425 90.72
Energy Select Sector SPDR (XLE) 0.07 7527 NEW 29.10
Pfizer (PFE) 0.07 6659 -5% 32.59
QUALCOMM (QCOM) 0.06 3152 NEW 67.58
Public Service Enterprise (PEG) 0.06 3589 59.07
Vanguard Total Stock Market ETF (VTI) 0.06 1283 163.68
Vanguard Information Technology ETF (VGT) 0.06 840 245.24
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SCPB) 0.06 6549 NEW 30.69

Past Filings by Towercrest Capital Management

View past SEC 13F filings by Towercrest Capital Management

View all filings