Alliance Wealth Management

Alliance Wealth Management Group as of Dec. 31, 2019

Portfolio Holdings for Alliance Wealth Management Group

Alliance Wealth Management Group holds 59 positions in its portfolio as reported in the December 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) 14.9 $33M 434k 76.81
Schwab Strategic Tr us aggregate b (SCHZ) 10.5 $24M 442k 53.43
Spdr Ser Tr cmn (FLRN) 8.8 $20M 639k 30.73
Schwab International Equity ETF (SCHF) 7.0 $16M 464k 33.63
Invesco Exchng Traded Fd Tr fndmntl hy crp (PHB) 5.0 $11M 587k 19.26
Schwab U S Broad Market ETF (SCHB) 4.0 $9.0M 117k 76.88
Schwab Emerging Markets Equity ETF (SCHE) 3.7 $8.2M 301k 27.37
Sch Us Mid-cap Etf etf (SCHM) 3.6 $8.1M 135k 60.15
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 3.5 $7.8M 154k 50.58
Invesco Emerging Markets S etf (PCY) 3.4 $7.6M 255k 29.58
inv grd crp bd (CORP) 3.4 $7.5M 68k 109.96
SPDR Barclays Capital Aggregate Bo (SPAB) 3.3 $7.5M 255k 29.38
SPDR DJ Wilshire Large Cap (SPLG) 3.3 $7.4M 194k 37.82
Schwab U S Small Cap ETF (SCHA) 2.9 $6.5M 86k 75.64
Ishares Tr fltg rate nt (FLOT) 2.4 $5.4M 106k 50.93
SPDR S&P World ex-US (SPDW) 1.6 $3.6M 115k 31.35
Ishares Tr 0-5yr hi yl cp (SHYG) 1.4 $3.2M 68k 46.42
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 1.4 $3.0M 27k 114.56
JPMorgan Chase & Co. (JPM) 1.3 $2.9M 21k 139.40
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.2 $2.7M 24k 113.92
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 1.0 $2.2M 63k 35.31
Apple (AAPL) 0.9 $2.1M 7.1k 293.72
Spdr Series Trust dj ttl mkt etf (SPTM) 0.9 $2.0M 51k 39.86
SPDR S&P Emerging Markets (SPEM) 0.8 $1.9M 49k 37.59
SPDR DJ Wilshire Mid Cap (SPMD) 0.8 $1.8M 50k 36.23
Spdr Ser Tr spdr russel 2000 (SPSM) 0.7 $1.5M 45k 32.63
iShares iBoxx $ High Yid Corp Bond (HYG) 0.6 $1.4M 16k 87.90
iShares Russell 1000 Growth Index (IWF) 0.6 $1.3M 7.5k 175.88
Schwab U S Large Cap Growth ETF (SCHG) 0.5 $1.2M 13k 92.89
Schwab Strategic Tr us dividend eq (SCHD) 0.5 $1.2M 20k 57.93
At&t (T) 0.5 $1.1M 27k 39.09
Merck & Co (MRK) 0.4 $945k 10k 90.95
iShares S&P 500 Index (IVV) 0.4 $917k 2.8k 323.46
iShares Lehman Aggregate Bond (AGG) 0.4 $820k 7.3k 112.71
Johnson & Johnson (JNJ) 0.4 $806k 5.5k 145.88
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.3 $753k 5.9k 128.15
Schwab Strategic Tr sht tm us tres (SCHO) 0.3 $764k 15k 50.48
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.3 $690k 11k 64.97
Berkshire Hathaway (BRK.A) 0.3 $679k 200.00 3395.00
Microsoft Corporation (MSFT) 0.3 $630k 4.0k 157.66
Schwab Strategic Tr cmn (SCHV) 0.2 $498k 8.3k 60.12
Colgate-Palmolive Company (CL) 0.2 $472k 6.9k 68.77
Coca-Cola Bottling Co. Consolidated (COKE) 0.2 $436k 7.9k 55.31
iShares Russell 1000 Value Index (IWD) 0.2 $355k 2.6k 136.64
Vanguard FTSE All-World ex-US ETF (VEU) 0.1 $346k 6.4k 53.78
Bank of America Corporation (BAC) 0.1 $324k 9.2k 35.22
Ishares Tr hdg msci eafe (HEFA) 0.1 $322k 11k 30.48
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.1 $325k 35k 9.21
iShares S&P SmallCap 600 Index (IJR) 0.1 $289k 3.5k 83.21
Berkshire Hathaway (BRK.B) 0.1 $264k 1.2k 226.61
Home Depot (HD) 0.1 $275k 1.3k 218.25
3M Company (MMM) 0.1 $257k 1.5k 176.75
Facebook Inc cl a (META) 0.1 $251k 1.2k 204.90
Verizon Communications (VZ) 0.1 $231k 3.8k 61.39
iShares S&P MidCap 400 Index (IJH) 0.1 $220k 1.1k 204.08
Spdr Ser Tr sp500 high div (SPYD) 0.1 $233k 5.9k 39.47
Public Service Enterprise (PEG) 0.1 $212k 3.6k 59.07
Vanguard Total Stock Market ETF (VTI) 0.1 $210k 1.3k 163.68
Wisdomtree Tr brclys us aggr (AGGY) 0.1 $212k 4.1k 52.35