Alliance Wealth Management

Alliance Wealth Management Group as of March 31, 2020

Portfolio Holdings for Alliance Wealth Management Group

Alliance Wealth Management Group holds 52 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Schwab Strategic Tr us aggregate b (SCHZ) 13.5 $25M 466k 54.27
Schwab Strategic Tr us lrg cap etf (SCHX) 13.2 $25M 403k 61.25
Spdr Ser Tr cmn (FLRN) 8.5 $16M 542k 29.40
Schwab International Equity ETF (SCHF) 5.8 $11M 421k 25.84
Invesco Exchng Traded Fd Tr fndmntl hy crp (PHB) 5.0 $9.4M 569k 16.58
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 4.3 $8.0M 161k 50.00
SPDR Barclays Capital Aggregate Bo (SPAB) 4.2 $7.9M 263k 30.22
inv grd crp bd (CORP) 4.1 $7.6M 72k 105.85
Schwab Emerging Markets Equity ETF (SCHE) 3.5 $6.5M 315k 20.69
SPDR DJ Wilshire Large Cap (SPLG) 3.1 $5.8M 192k 30.25
Invesco Emerging Markets S etf (PCY) 3.1 $5.8M 242k 23.91
Schwab U S Broad Market ETF (SCHB) 2.9 $5.4M 89k 60.43
Sch Us Mid-cap Etf etf (SCHM) 2.9 $5.4M 127k 42.16
Ishares Tr fltg rate nt (FLOT) 2.6 $4.9M 100k 48.76
Schwab U S Small Cap ETF (SCHA) 2.2 $4.1M 80k 51.52
Schwab Strategic Tr us dividend eq (SCHD) 1.8 $3.4M 77k 44.98
Ishares Tr 0-5yr hi yl cp (SHYG) 1.7 $3.1M 76k 40.87
SPDR S&P World ex-US (SPDW) 1.6 $3.0M 124k 23.94
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 1.5 $2.9M 30k 96.75
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.4 $2.7M 24k 113.01
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 1.2 $2.2M 66k 34.02
Apple (AAPL) 1.0 $1.8M 7.1k 254.30
SPDR S&P Emerging Markets (SPEM) 0.9 $1.8M 62k 28.47
iShares iBoxx $ High Yid Corp Bond (HYG) 0.8 $1.6M 20k 77.20
Spdr Series Trust dj ttl mkt etf (SPTM) 0.7 $1.2M 39k 31.45
SPDR DJ Wilshire Mid Cap (SPMD) 0.6 $1.2M 48k 25.33
iShares Russell 1000 Growth Index (IWF) 0.6 $1.0M 7.0k 150.66
Schwab U S Large Cap Growth ETF (SCHG) 0.5 $1.0M 13k 79.67
Spdr Ser Tr spdr russel 2000 (SPSM) 0.5 $972k 45k 21.84
JPMorgan Chase & Co. (JPM) 0.5 $919k 10k 90.00
iShares Lehman Aggregate Bond (AGG) 0.5 $895k 7.7k 115.68
Schwab Strategic Tr sht tm us tres (SCHO) 0.4 $803k 16k 51.72
At&t (T) 0.4 $784k 27k 29.16
iShares S&P 500 Index (IVV) 0.4 $764k 2.8k 269.01
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.4 $745k 15k 50.40
Spdr Ser Tr sp500 high div (SPYD) 0.4 $730k 30k 24.60
Merck & Co (MRK) 0.4 $710k 9.2k 76.93
Johnson & Johnson (JNJ) 0.4 $666k 5.1k 131.10
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.3 $625k 5.0k 123.96
Microsoft Corporation (MSFT) 0.3 $623k 4.0k 157.60
Berkshire Hathaway (BRK.A) 0.3 $544k 200.00 2720.00
Schwab Strategic Tr cmn (SCHV) 0.2 $367k 8.3k 44.30
Colgate-Palmolive Company (CL) 0.2 $356k 5.4k 66.37
Coca-Cola Company (KO) 0.2 $349k 7.9k 44.27
Berkshire Hathaway (BRK.B) 0.2 $338k 1.8k 183.00
Ishares Inc core msci emkt (IEMG) 0.2 $320k 7.8k 41.07
iShares Russell 1000 Value Index (IWD) 0.1 $273k 2.8k 99.24
Amazon (AMZN) 0.1 $259k 133.00 1947.37
Ishares Tr hdg msci eafe (HEFA) 0.1 $256k 11k 24.23
Vanguard FTSE All-World ex-US ETF (VEU) 0.1 $252k 6.1k 40.99
Wisdomtree Tr brclys us aggr (AGGY) 0.1 $209k 4.1k 51.60
Facebook Inc cl a (META) 0.1 $204k 1.2k 166.53