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Towercrest Capital Management

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

Top 5 stock holdings are SCHX, IVV, FLRN, SCHZ, FLOT, and represent 30.82% of Towercrest Capital Management's stock portfolio.
Added to shares of these 10 stocks: FLRN, FLOT, SPAB, EMB, SCHZ, IVV, TFI, SHYG, VUG, VTV.
Started 4 new stock positions in VUG, NVDA, VTV, GOOG.
Reduced shares in these 10 stocks: PCY, SPIB, CORP, SCHF, IEFA, SPDW, AGG, SPY, MUB, IJH.
Sold out of its positions in IBM.
Towercrest Capital Management was a net buyer of stock by $8.2M.
Towercrest Capital Management has $481M in assets under management (AUM), dropping by 6.45%.
Central Index Key (CIK): 0001633288

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Portfolio Holdings for Towercrest Capital Management

Towercrest Capital Management holds 94 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	8.6	$41M		852k	48.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.3	$35M	+4%	85k	411.08	View chart
Spdr Ser Tr Blomberg Brc Inv (FLRN)	5.2	$25M	+16%	823k	30.43	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	5.1	$24M	+5%	518k	46.91	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	4.7	$23M	+16%	452k	50.39	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.5	$22M	-2%	219k	99.64	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.3	$16M	-5%	461k	34.80	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.3	$16M	-4%	239k	66.85	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	3.2	$15M	+12%	179k	86.28	View chart
Invesco Exchng Traded Fd Tr Fndmntl Hy Crp (PHB)	2.8	$13M	+2%	763k	17.51	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	2.7	$13M	+2%	174k	75.55	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.5	$12M		483k	24.52	View chart
Spdr Tr S&p 500 Etf Tr Tr Unit (SPY)	2.4	$11M	-3%	28k	409.40	View chart
Ishares Tr Core Msci Emkt (IEMG)	2.3	$11M		222k	48.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.3	$11M	-2%	43k	250.16	View chart
Apple (AAPL)	2.2	$11M		65k	164.90	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$11M		110k	96.70	View chart
Ishares Tr National Mun Etf (MUB)	2.2	$11M	-2%	98k	107.74	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.0	$9.8M		144k	67.85	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.0	$9.6M		230k	41.93	View chart
Spdr Series Trust Portfolio Lr Etf (SPLG)	2.0	$9.5M		197k	48.15	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	1.9	$9.2M	+31%	357k	25.79	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	1.7	$8.4M	-11%	87k	96.20	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.7	$8.3M	+7%	200k	41.68	View chart
Spdr Ser Tr Nuveen Brc Munic (TFI)	1.7	$8.0M	+14%	171k	46.82	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.7	$8.0M		73k	109.61	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.6	$7.8M		163k	47.85	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.5	$7.2M	-8%	223k	32.12	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$6.2M		69k	90.55	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.2	$5.8M	+3%	170k	34.13	View chart
Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY)	1.1	$5.1M	-25%	268k	19.18	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	1.0	$4.6M	-26%	141k	32.49	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$4.0M	-4%	54k	73.16	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$2.8M	+10%	34k	82.16	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.6	$2.8M	+8%	58k	48.79	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$2.8M	-3%	56k	49.99	View chart
Microsoft Corporation (MSFT)	0.6	$2.8M		9.5k	288.31	View chart
Ishares Tr Nasdaq Biotech (IBB)	0.5	$2.3M		18k	129.16	View chart
Spdr Series Trust Portfolio Md Etf (SPMD)	0.5	$2.2M	-3%	49k	43.94	View chart
Spdr Ser Tr Portfolio Sm Etf (SPSM)	0.4	$2.1M		57k	37.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$2.0M		6.1k	320.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.8M		7.4k	244.34	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$1.7M		26k	65.17	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.3	$1.6M	-4%	42k	38.00	View chart
Meta Platforms Cl A (META)	0.3	$1.5M		7.0k	211.94	View chart
Spdr Series Trust Portfolio Tl Stk (SPTM)	0.3	$1.3M		26k	50.43	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M		9.8k	130.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.1M		7.7k	144.62	View chart
Johnson & Johnson (JNJ)	0.2	$1.0M	+2%	6.5k	155.00	View chart
Merck & Co (MRK)	0.2	$938k		8.8k	106.39	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$764k		9.2k	82.83	View chart
Vanguard World Fds Consum Dis Etf (VCR)	0.1	$660k		2.6k	252.55	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$642k		6.2k	103.73	View chart
At&t (T)	0.1	$630k	-3%	33k	19.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$585k	-16%	2.9k	204.14	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$569k	+5%	20k	29.23	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$536k		8.2k	65.58	View chart
Visa Com Cl A (V)	0.1	$526k		2.3k	225.46	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$526k	-3%	8.5k	62.03	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$477k		3.1k	152.24	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$461k	NEW	1.8k	249.48	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$444k		3.9k	115.08	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$438k		9.9k	44.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$430k		2.8k	153.99	View chart
Chevron Corporation (CVX)	0.1	$412k		2.5k	163.16	View chart
Bank of America Corporation (BAC)	0.1	$406k		14k	28.60	View chart
Cisco Systems (CSCO)	0.1	$401k		7.7k	52.27	View chart
Home Depot (HD)	0.1	$386k		1.3k	295.12	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$376k	NEW	2.7k	138.11	View chart
Walt Disney Company (DIS)	0.1	$372k		3.7k	100.12	View chart
Las Vegas Sands (LVS)	0.1	$362k		6.3k	57.45	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$346k		7.5k	46.00	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$340k		881.00	385.47	View chart
Amazon (AMZN)	0.1	$324k		3.1k	103.29	View chart
Colgate-Palmolive Company (CL)	0.1	$310k	-4%	4.1k	75.16	View chart
Procter & Gamble Company (PG)	0.1	$304k		2.0k	148.69	View chart
Bristol Myers Squibb (BMY)	0.1	$299k		4.3k	69.31	View chart
Ishares Tr Russell 1000 Us	0.1	$289k		1.3k	225.23	View chart
Coupang Cl A (CPNG)	0.1	$288k		18k	16.00	View chart
Hershey Company (HSY)	0.1	$280k		1.1k	254.41	View chart
Pfizer (PFE)	0.1	$275k	-6%	6.7k	40.80	View chart
Nextera Energy (NEE)	0.1	$272k		3.5k	77.07	View chart
Philip Morris International (PM)	0.1	$269k		6.0k	44.62	View chart
Boeing Company (BA)	0.1	$262k		1.2k	212.43	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$260k		2.8k	92.82	View chart
Verizon Communications (VZ)	0.1	$246k	-16%	6.3k	38.89	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$246k	-6%	4.6k	53.47	View chart
NVIDIA Corporation (NVDA)	0.0	$238k	NEW	855.00	277.90	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$235k		1.3k	187.04	View chart
Public Service Enterprise (PEG)	0.0	$228k		3.7k	62.45	View chart
Consolidated Edison (ED)	0.0	$227k		2.4k	95.67	View chart
Pepsi (PEP)	0.0	$227k		1.2k	182.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$223k		593.00	376.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$210k	NEW	2.0k	104.00	View chart

Past Filings by Towercrest Capital Management

SEC 13F filings are viewable for Towercrest Capital Management going back to 2014

Towercrest Capital Management 2023 Q1 filed May 11, 2023
Towercrest Capital Management 2022 Q4 filed Feb. 9, 2023
Towercrest Capital Management 2022 Q3 filed Nov. 14, 2022
Towercrest Capital Management 2022 Q2 filed Aug. 11, 2022
Towercrest Capital Management 2022 Q1 filed May 11, 2022
Towercrest Capital Management 2021 Q4 filed Feb. 10, 2022
Towercrest Capital Management 2021 Q3 filed Dec. 10, 2021
Towercrest Capital Management 2021 Q2 filed Aug. 13, 2021
Towercrest Capital Management 2021 Q1 filed May 14, 2021
Towercrest Capital Management 2020 Q4 filed Feb. 12, 2021
Towercrest Capital Management 2020 Q3 filed Nov. 13, 2020
Towercrest Capital Management 2020 Q2 filed Aug. 13, 2020
Towercrest Capital Management 2020 Q1 filed May 14, 2020
Towercrest Capital Management 2019 Q4 filed Feb. 14, 2020
Towercrest Capital Management 2019 Q3 filed Nov. 13, 2019
Towercrest Capital Management 2019 Q2 filed Aug. 14, 2019

View all past filings

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