Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management as of Sept. 30, 2018

Portfolio Holdings for Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management holds 35 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Bulletshares 2019 Corp 14.6 $12M 584k 21.06
Invesco Bulletshares 2020 Corp 14.1 $12M 565k 21.06
Ishares Tr msci usavalfct (VLUE) 7.1 $6.0M 68k 87.88
Schwab U S Large Cap Growth ETF (SCHG) 5.6 $4.7M 58k 82.02
Ishares Tr 4.5 $3.8M 154k 24.80
Ishares Tr Dec 2020 4.3 $3.6M 143k 25.10
iShares S&P SmallCap 600 Growth (IJT) 4.0 $3.4M 17k 201.19
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) 3.6 $3.1M 26k 119.92
Invesco Exchange Traded Fd T s&p500 pur val (RPV) 3.2 $2.7M 39k 68.61
iShares S&P SmallCap 600 Value Idx (IJS) 2.9 $2.4M 15k 166.87
Vanguard Value ETF (VTV) 2.7 $2.3M 21k 110.55
ISHARES TR MSCI Small Cap msci small cap (SCZ) 2.5 $2.1M 33k 62.12
iShares S&P US Pref Stock Idx Fnd (PFF) 2.3 $2.0M 53k 37.22
Ishares Tr 0-5yr invt gr cp (SLQD) 2.1 $1.8M 36k 49.67
Vanguard Charlotte Fds intl bd idx etf (BNDX) 2.1 $1.7M 32k 54.50
Ishares Tr 0-5yr hi yl cp (SHYG) 2.0 $1.7M 37k 47.00
Ishares Tr conv bd etf (ICVT) 2.0 $1.7M 29k 59.87
Ishares Tr cmn (STIP) 2.0 $1.7M 17k 98.98
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 1.9 $1.6M 26k 62.01
Ishares Tr fltg rate nt (FLOT) 1.8 $1.5M 30k 50.99
iShares S&P MidCap 400 Index (IJH) 1.7 $1.5M 7.3k 200.44
Ishares Inc core msci emkt (IEMG) 1.5 $1.3M 24k 51.71
Invesco Bulletshares 2021 Corp 1.4 $1.2M 59k 20.75
IQ Hedge Multi-Strategy Tracker (QAI) 1.4 $1.1M 37k 30.73
Vanguard REIT ETF (VNQ) 1.4 $1.1M 14k 80.53
Vanguard Intl Equity Index F glb ex us etf (VNQI) 1.3 $1.1M 19k 56.33
iShares S&P SmallCap 600 Index (IJR) 1.2 $1.0M 12k 87.04
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.9 $773k 3.6k 217.26
Health Care SPDR (XLV) 0.9 $760k 8.0k 95.06
iShares MSCI Emerging Markets Indx (EEM) 0.9 $741k 17k 42.80
Nuveen Insured Tax-Free Adv Munici (NEA) 0.8 $654k 52k 12.68
Energy Select Sector SPDR (XLE) 0.5 $390k 5.2k 75.73
Bscm etf 0.3 $299k 15k 20.55
Ishares Tr (LRGF) 0.3 $274k 8.2k 33.56
Ishares Tr usa min vo (USMV) 0.3 $223k 3.9k 57.02