Chicago Wealth Management

Chicago Wealth Management as of Dec. 31, 2019

Portfolio Holdings for Chicago Wealth Management

Chicago Wealth Management holds 31 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
iShares Dow Jones EPAC Sel Div Ind (IDV) 11.0 $11M 340k 33.57
Health Care SPDR (XLV) 10.6 $11M 108k 101.86
iShares Dow Jones Select Dividend (DVY) 9.2 $9.6M 91k 105.66
Consumer Staples Select Sect. SPDR (XLP) 8.9 $9.3M 148k 62.98
Vanguard Growth ETF (VUG) 8.6 $9.0M 49k 182.18
Vanguard Short Term Corporate Bond ETF (VCSH) 6.4 $6.7M 82k 81.03
iShares Lehman Short Treasury Bond (SHV) 5.5 $5.7M 51k 110.46
iShares Russell Midcap Value Index (IWS) 5.0 $5.2M 55k 94.76
iShares Russell Midcap Growth Idx. (IWP) 5.0 $5.2M 34k 152.59
Ishares Inc core msci emkt (IEMG) 4.9 $5.1M 95k 53.76
iShares Russell 2000 Value Index (IWN) 4.3 $4.5M 35k 128.59
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 4.2 $4.4M 67k 65.24
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 2.4 $2.5M 82k 30.84
iShares Russell 1000 Growth Index (IWF) 2.3 $2.4M 14k 175.90
Ishares Tr core div grwth (DGRO) 2.3 $2.4M 57k 42.08
Vanguard Short-Term Bond ETF (BSV) 1.6 $1.6M 20k 80.60
Schwab U S Large Cap Growth ETF (SCHG) 1.2 $1.3M 14k 92.91
Vanguard Mid-Cap Growth ETF (VOT) 1.0 $1.0M 6.6k 158.73
Cbiz (CBZ) 1.0 $993k 37k 26.97
Apple (AAPL) 0.9 $951k 3.2k 293.70
Walgreen Boots Alliance (WBA) 0.6 $637k 11k 58.95
Schwab Strategic Tr sht tm us tres (SCHO) 0.5 $512k 10k 50.44
iShares S&P 500 Growth Index (IVW) 0.5 $491k 2.5k 193.69
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.4 $429k 4.7k 91.39
Cme (CME) 0.4 $398k 2.0k 200.71
Ishares Tr 0-5yr invt gr cp (SLQD) 0.3 $271k 5.3k 50.97
Sch Fnd Intl Lg Etf (FNDF) 0.2 $254k 8.8k 28.97
Schwab Strategic Tr us dividend eq (SCHD) 0.2 $242k 4.2k 57.83
Invesco S&p 500 Low Volatility Etf (SPLV) 0.2 $231k 4.0k 58.44
Lamb Weston Hldgs (LW) 0.2 $213k 2.5k 86.13
Nushares Etf Tr a (NULG) 0.2 $204k 4.9k 41.44