Alliance Wealth Management

Alliance Wealth Management Group as of Dec. 31, 2018

Portfolio Holdings for Alliance Wealth Management Group

Alliance Wealth Management Group holds 53 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Schwab Strategic Tr us lrg cap etf (SCHX) 13.6 $23M 383k 59.70
Schwab Strategic Tr us aggregate b (SCHZ) 11.6 $19M 383k 50.59
Schwab International Equity ETF (SCHF) 6.6 $11M 391k 28.35
Spdr Ser Tr cmn (FLRN) 6.1 $10M 337k 30.37
Invesco Exchng Traded Fd Tr fndmntl hy crp (PHB) 5.9 $9.9M 558k 17.67
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 4.1 $6.9M 143k 48.12
SPDR Barclays Capital Aggregate Bo (SPAB) 4.0 $6.7M 240k 27.85
inv grd crp bd (CORP) 3.6 $6.0M 61k 99.06
Invesco Emerging Markets S etf (PCY) 3.5 $5.9M 222k 26.42
SPDR DJ Wilshire Large Cap (SPLG) 3.4 $5.8M 197k 29.21
Schwab Emerging Markets Equity ETF (SCHE) 3.3 $5.5M 233k 23.53
Sch Us Mid-cap Etf etf (SCHM) 3.2 $5.4M 113k 47.93
Schwab Strategic Tr us dividend eq (SCHD) 3.2 $5.3M 114k 46.97
Schwab U S Broad Market ETF (SCHB) 3.0 $5.0M 83k 59.93
Ishares Tr 0-5yr hi yl cp (SHYG) 2.5 $4.2M 81k 52.26
Schwab U S Small Cap ETF (SCHA) 2.5 $4.1M 68k 60.68
SPDR S&P World ex-US (SPDW) 1.8 $3.0M 112k 26.45
Ishares Tr fltg rate nt (FLOT) 1.7 $2.8M 56k 50.35
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 1.5 $2.5M 24k 103.92
JPMorgan Chase & Co. (JPM) 1.2 $2.0M 21k 97.64
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.2 $2.0M 19k 109.04
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 1.1 $1.8M 56k 33.03
Berkshire Hathaway (BRK.A) 0.9 $1.5M 500.00 3060.00
SPDR S&P Emerging Markets (SPEM) 0.8 $1.4M 43k 32.37
Spdr Ser Tr sp500 high div (SPYD) 0.8 $1.4M 40k 34.08
SPDR DJ Wilshire Mid Cap (SPMD) 0.8 $1.3M 46k 29.41
Spdr Series Trust dj ttl mkt etf (SPTM) 0.8 $1.3M 42k 30.91
Spdr Ser Tr spdr russel 2000 (SPSM) 0.6 $1.1M 40k 26.36
iShares Russell 1000 Growth Index (IWF) 0.6 $983k 7.5k 130.87
Schwab U S Large Cap Growth ETF (SCHG) 0.6 $956k 14k 68.91
Apple (AAPL) 0.5 $825k 5.2k 157.83
Johnson & Johnson (JNJ) 0.4 $687k 5.3k 128.99
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.4 $684k 6.1k 112.83
iShares Lehman Aggregate Bond (AGG) 0.4 $639k 6.0k 106.55
Schwab Strategic Tr sht tm us tres (SCHO) 0.4 $610k 12k 49.90
Merck & Co (MRK) 0.3 $553k 7.2k 76.37
iShares S&P 500 Index (IVV) 0.3 $526k 2.1k 251.67
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.3 $483k 8.8k 55.03
Colgate-Palmolive Company (CL) 0.3 $434k 7.3k 59.47
Berkshire Hathaway (BRK.B) 0.2 $406k 2.0k 204.33
Schwab Strategic Tr cmn (SCHV) 0.2 $410k 8.3k 49.31
Microsoft Corporation (MSFT) 0.2 $318k 3.1k 101.69
iShares Russell 1000 Value Index (IWD) 0.2 $289k 2.6k 111.24
Doubleline Total Etf etf (TOTL) 0.2 $283k 6.0k 47.27
Vanguard FTSE All-World ex-US ETF (VEU) 0.2 $272k 6.0k 45.50
Ishares Tr hdg msci eafe (HEFA) 0.2 $273k 11k 25.84
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.1 $243k 4.5k 54.19
Verizon Communications (VZ) 0.1 $239k 4.3k 56.10
Bank of America Corporation (BAC) 0.1 $224k 9.1k 24.67
Home Depot (HD) 0.1 $211k 1.2k 172.10
3M Company (MMM) 0.1 $216k 1.1k 190.48
At&t (T) 0.1 $208k 7.3k 28.57
Pimco Total Return Etf totl (BOND) 0.1 $203k 2.0k 102.68