Alliance Wealth Management

Alliance Wealth Management Group as of March 31, 2019

Portfolio Holdings for Alliance Wealth Management Group

Alliance Wealth Management Group holds 57 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Schwab Strategic Tr us lrg cap etf (SCHX) 14.7 $28M 411k 67.61
Schwab Strategic Tr us aggregate b (SCHZ) 10.2 $19M 372k 51.88
Spdr Ser Tr cmn (FLRN) 7.8 $15M 476k 30.70
Schwab International Equity ETF (SCHF) 7.5 $14M 453k 31.31
Invesco Exchng Traded Fd Tr fndmntl hy crp (PHB) 5.7 $11M 572k 18.65
Sch Us Mid-cap Etf etf (SCHM) 3.7 $7.0M 126k 55.39
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 3.5 $6.7M 135k 49.28
SPDR Barclays Capital Aggregate Bo (SPAB) 3.5 $6.6M 233k 28.54
Schwab Emerging Markets Equity ETF (SCHE) 3.5 $6.6M 255k 26.01
SPDR DJ Wilshire Large Cap (SPLG) 3.5 $6.5M 197k 33.23
Invesco Emerging Markets S etf (PCY) 3.3 $6.3M 223k 28.00
inv grd crp bd (CORP) 3.3 $6.3M 60k 103.74
Schwab U S Broad Market ETF (SCHB) 3.3 $6.1M 90k 68.04
Schwab U S Small Cap ETF (SCHA) 2.9 $5.5M 79k 69.93
Ishares Tr fltg rate nt (FLOT) 2.3 $4.3M 85k 50.91
SPDR S&P World ex-US (SPDW) 1.9 $3.5M 120k 29.21
Ishares Tr 0-5yr hi yl cp (SHYG) 1.7 $3.3M 70k 46.71
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 1.5 $2.8M 26k 110.06
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.3 $2.5M 22k 111.17
JPMorgan Chase & Co. (JPM) 1.1 $2.1M 21k 101.22
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 1.1 $2.0M 58k 34.16
SPDR DJ Wilshire Mid Cap (SPMD) 0.9 $1.6M 49k 33.33
SPDR S&P Emerging Markets (SPEM) 0.8 $1.6M 45k 35.77
Berkshire Hathaway (BRK.A) 0.8 $1.5M 500.00 3012.00
iShares iBoxx $ High Yid Corp Bond (HYG) 0.8 $1.5M 18k 86.49
Spdr Series Trust dj ttl mkt etf (SPTM) 0.8 $1.5M 42k 35.19
Apple (AAPL) 0.7 $1.4M 7.3k 190.01
Spdr Ser Tr spdr russel 2000 (SPSM) 0.7 $1.3M 43k 30.23
iShares Russell 1000 Growth Index (IWF) 0.6 $1.1M 7.5k 151.38
Schwab U S Large Cap Growth ETF (SCHG) 0.6 $1.0M 13k 79.46
Schwab Strategic Tr us dividend eq (SCHD) 0.6 $1.0M 20k 52.28
iShares S&P 500 Index (IVV) 0.5 $870k 3.1k 284.69
Johnson & Johnson (JNJ) 0.4 $768k 5.5k 139.74
iShares Lehman Aggregate Bond (AGG) 0.4 $762k 7.0k 109.06
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.4 $717k 6.0k 119.14
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.4 $708k 12k 60.77
Schwab Strategic Tr sht tm us tres (SCHO) 0.3 $603k 12k 50.17
Merck & Co (MRK) 0.3 $567k 6.8k 83.11
Colgate-Palmolive Company (CL) 0.3 $500k 7.3k 68.49
Schwab Strategic Tr cmn (SCHV) 0.2 $455k 8.3k 54.73
Microsoft Corporation (MSFT) 0.2 $385k 3.3k 117.88
Vanguard FTSE All-World ex-US ETF (VEU) 0.2 $345k 6.9k 50.10
Berkshire Hathaway (BRK.B) 0.2 $326k 1.6k 200.62
iShares Russell 1000 Value Index (IWD) 0.2 $321k 2.6k 123.56
Ishares Tr hdg msci eafe (HEFA) 0.2 $305k 11k 28.87
iShares S&P SmallCap 600 Index (IJR) 0.1 $270k 3.5k 77.03
Bank of America Corporation (BAC) 0.1 $251k 9.1k 27.64
Home Depot (HD) 0.1 $242k 1.3k 192.06
3M Company (MMM) 0.1 $236k 1.1k 208.11
Verizon Communications (VZ) 0.1 $229k 3.9k 59.10
International Business Machines (IBM) 0.1 $220k 1.6k 141.21
At&t (T) 0.1 $211k 6.7k 31.37
Nextera Energy (NEE) 0.1 $201k 1.0k 193.27
iShares S&P MidCap 400 Index (IJH) 0.1 $211k 1.1k 189.07
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.1 $210k 35k 5.95
Wisdomtree Tr brclys us aggr (AGGY) 0.1 $202k 4.1k 49.88
Spdr Ser Tr sp500 high div (SPYD) 0.1 $211k 5.6k 37.87