Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management as of Sept. 30, 2019

Portfolio Holdings for Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management holds 49 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Charlotte Fds intl bd idx etf (BNDX) 5.6 $5.9M 100k 58.83
iShares S&P US Pref Stock Idx Fnd (PFF) 5.3 $5.6M 149k 37.53
Ishares Tr conv bd etf (ICVT) 5.0 $5.3M 91k 58.13
Ishares Tr usa min vo (USMV) 4.8 $5.1M 79k 64.10
Vanguard Mortgage Bkd Sects ETF (VMBS) 4.8 $5.1M 95k 53.26
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) 4.8 $5.1M 63k 80.60
Ishares Tr cmn (STIP) 4.7 $5.0M 50k 100.18
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 4.7 $4.9M 74k 66.67
Vanguard REIT ETF (VNQ) 4.4 $4.6M 49k 93.25
Vanguard Sht Term Govt Bond ETF (VGSH) 4.3 $4.5M 73k 60.94
Vanguard Intl Equity Index F glb ex us etf (VNQI) 4.1 $4.3M 73k 58.59
iShares Barclays TIPS Bond Fund (TIP) 3.9 $4.1M 35k 116.29
Ishares Tr 0-5yr hi yl cp (SHYG) 3.8 $4.0M 86k 46.49
Invesco Bulletshares 2021 Corp 3.3 $3.4M 161k 21.26
Bscm etf 3.1 $3.3M 153k 21.49
Ishares Tr 0-5yr invt gr cp (SLQD) 3.0 $3.2M 62k 51.13
Invesco Bulletshares 2020 Corp 3.0 $3.1M 147k 21.30
iShares IBoxx $ Invest Grade Corp Bd (LQD) 2.5 $2.6M 21k 127.48
iShares iBoxx $ High Yid Corp Bond (HYG) 1.9 $1.9M 22k 87.15
Pimco Total Return Etf totl (BOND) 1.9 $1.9M 18k 108.88
Schwab U S Large Cap Growth ETF (SCHG) 1.7 $1.7M 21k 84.02
Invesco Bulletshares 2019 Corp 1.5 $1.6M 76k 21.08
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) 1.4 $1.5M 28k 52.63
Guggenheim Bulletshrs 2023 Corp Bd Etf 1.4 $1.4M 68k 21.30
Nuveen Insured Tax-Free Adv Munici (NEA) 1.3 $1.4M 97k 14.31
iShares S&P SmallCap 600 Growth (IJT) 1.0 $1.1M 6.0k 178.30
Ishares Tr core strm usbd (ISTB) 1.0 $1.1M 21k 50.47
Proshares Tr short qqq 1.0 $1.1M 38k 27.74
Proshares Tr short s&p 500 ne 1.0 $1.1M 41k 26.12
Proshares Tr pshs short dow 30 (DOG) 1.0 $1.1M 20k 52.48
Ishares Tr edge msci minm (SMMV) 0.9 $966k 28k 34.33
Vanguard Value ETF (VTV) 0.7 $767k 6.9k 111.63
iShares S&P MidCap 400 Index (IJH) 0.7 $732k 3.8k 193.19
Invesco Exchange Traded Fd T s&p500 pur val (RPV) 0.6 $589k 9.1k 64.86
iShares S&P SmallCap 600 Value Idx (IJS) 0.6 $579k 3.9k 150.08
Ishares Tr msci usavalfct (VLUE) 0.5 $554k 6.8k 82.00
Ishares Tr fltg rate nt (FLOT) 0.5 $543k 11k 50.95
Ishares Inc ctr wld minvl (ACWV) 0.5 $547k 5.8k 94.82
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) 0.5 $532k 4.5k 118.38
Ishares Inc em mkt min vol (EEMV) 0.5 $467k 8.2k 57.05
Proshares Tr Short Russell2000 (RWM) 0.4 $454k 11k 40.65
iShares S&P SmallCap 600 Index (IJR) 0.3 $351k 4.5k 77.76
Bsco etf 0.3 $352k 16k 21.44
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.3 $295k 5.2k 57.18
Invesco S&p 500 Equal Weight Etf (RSP) 0.3 $291k 2.7k 107.94
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund (RSPH) 0.3 $267k 1.4k 196.04
Financial Select Sector SPDR (XLF) 0.2 $263k 9.4k 28.04
iShares S&P NA Tec.-SW. Idx. Fund (IGV) 0.2 $263k 1.2k 211.93
IQ Hedge Multi-Strategy Tracker (QAI) 0.2 $248k 8.1k 30.45