Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management as of June 30, 2019

Portfolio Holdings for Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management holds 48 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr cmn (STIP) 7.0 $7.2M 71k 100.58
Vanguard Charlotte Fds intl bd idx etf (BNDX) 5.8 $5.9M 103k 57.30
iShares S&P US Pref Stock Idx Fnd (PFF) 5.5 $5.6M 153k 36.85
Ishares Tr 0-5yr hi yl cp (SHYG) 5.5 $5.6M 120k 46.70
Ishares Tr 0-5yr invt gr cp (SLQD) 5.2 $5.3M 104k 50.97
Ishares Tr conv bd etf (ICVT) 5.1 $5.3M 88k 59.53
Ishares Tr fltg rate nt (FLOT) 5.1 $5.2M 102k 50.93
Vanguard Sht Term Govt Bond ETF (VGSH) 4.5 $4.6M 76k 60.94
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) 4.4 $4.5M 56k 80.43
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 4.0 $4.1M 62k 65.97
Ishares Tr usa min vo (USMV) 3.8 $3.9M 63k 61.73
Invesco Bulletshares 2020 Corp 3.8 $3.9M 184k 21.26
Invesco Bulletshares 2021 Corp 3.2 $3.3M 156k 21.19
Vanguard REIT ETF (VNQ) 3.1 $3.2M 36k 87.40
Bscm etf 3.1 $3.2M 148k 21.39
Vanguard Intl Equity Index F glb ex us etf (VNQI) 3.0 $3.1M 52k 59.00
Invesco Bulletshares 2019 Corp 2.3 $2.3M 109k 21.09
Ishares Tr core strm usbd (ISTB) 2.0 $2.1M 41k 50.42
Schwab U S Large Cap Growth ETF (SCHG) 1.9 $1.9M 23k 83.21
Ishares Tr msci usavalfct (VLUE) 1.5 $1.5M 19k 81.19
Vanguard Mortgage Bkd Sects ETF (VMBS) 1.4 $1.5M 28k 52.85
Guggenheim Bulletshrs 2023 Corp Bd Etf 1.3 $1.3M 61k 21.16
Nuveen Insured Tax-Free Adv Munici (NEA) 1.2 $1.2M 90k 13.80
iShares S&P SmallCap 600 Growth (IJT) 1.2 $1.2M 6.7k 182.52
iShares Barclays TIPS Bond Fund (TIP) 1.2 $1.2M 11k 115.48
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) 1.1 $1.1M 22k 51.29
iShares S&P MidCap 400 Index (IJH) 1.0 $984k 5.1k 194.24
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.8 $838k 6.7k 124.41
IQ Hedge Multi-Strategy Tracker (QAI) 0.8 $816k 27k 30.43
Ishares Tr edge msci minm (SMMV) 0.8 $764k 23k 33.35
iShares S&P SmallCap 600 Value Idx (IJS) 0.7 $744k 5.0k 148.71
Ishares Inc em mkt min vol (EEMV) 0.7 $747k 13k 58.85
Proshares Tr pshs short dow 30 (DOG) 0.7 $731k 14k 53.45
Proshares Tr short s&p 500 ne 0.7 $724k 27k 26.62
Proshares Tr short qqq 0.7 $699k 25k 28.20
Pimco Total Return Etf totl (BOND) 0.6 $640k 6.0k 107.45
Wisdomtree Tr blmbrg fl tr 0.6 $648k 26k 25.08
Vanguard Value ETF (VTV) 0.6 $635k 5.7k 110.84
Invesco Exchange Traded Fd T s&p500 pur val (RPV) 0.6 $632k 9.7k 64.95
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) 0.6 $581k 4.9k 119.40
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.6 $574k 10k 57.42
Ishares Inc ctr wld minvl (ACWV) 0.6 $559k 6.1k 92.18
Ishares Inc core msci emkt (IEMG) 0.4 $431k 8.4k 51.45
iShares S&P SmallCap 600 Index (IJR) 0.3 $347k 4.4k 78.38
Bsco etf 0.2 $252k 12k 21.23
Ishares Tr Dec 2020 0.2 $228k 9.0k 25.39
Ishares Tr 0.2 $222k 8.9k 24.86
Invesco S&p 500 Equal Weight Etf (RSP) 0.2 $227k 2.1k 107.69