Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management as of Dec. 31, 2019

Portfolio Holdings for Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management holds 64 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
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 13.0 $14M 217k 65.90
Vanguard Mortgage Bkd Sects ETF (VMBS) 6.5 $7.1M 134k 53.17
Ishares Tr usa min vo (USMV) 6.5 $7.1M 109k 65.60
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 5.4 $6.0M 103k 57.98
iShares S&P 500 Index (IVV) 4.4 $4.8M 15k 323.23
Invesco S&p 500 Equal Weight Etf (RSP) 3.8 $4.2M 36k 115.71
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) 3.4 $3.7M 46k 81.41
Vanguard Charlotte Fds intl bd idx etf (BNDX) 2.8 $3.0M 53k 56.58
Ishares Tr conv bd etf (ICVT) 2.6 $2.8M 45k 62.70
SPDR Barclays Capital Inter Term (SPTI) 2.5 $2.7M 87k 30.93
iShares S&P US Pref Stock Idx Fnd (PFF) 2.4 $2.7M 71k 37.59
Ishares Msci Usa Quality Facto invalid (QUAL) 2.3 $2.5M 25k 101.01
iShares iBoxx $ High Yid Corp Bond (HYG) 2.3 $2.5M 28k 87.95
Ishares Tr cmn (STIP) 2.3 $2.5M 25k 100.73
Vanguard REIT ETF (VNQ) 2.1 $2.3M 25k 92.79
iShares IBoxx $ Invest Grade Corp Bd (LQD) 1.9 $2.1M 17k 127.97
Ishares Tr 0-5yr hi yl cp (SHYG) 1.9 $2.1M 45k 46.42
Vanguard Intl Equity Index F glb ex us etf (VNQI) 1.9 $2.1M 35k 59.08
Bscm etf 1.8 $2.0M 93k 21.51
Vanguard Sht Term Govt Bond ETF (VGSH) 1.7 $1.9M 32k 60.84
Invesco Bulletshares 2021 Corp 1.7 $1.9M 89k 21.24
iShares Barclays TIPS Bond Fund (TIP) 1.7 $1.8M 16k 116.54
Ishares Tr 0-5yr invt gr cp (SLQD) 1.6 $1.7M 34k 51.04
iShares Barclays 20+ Yr Treas.Bond (TLT) 1.3 $1.4M 11k 135.49
Schwab U S Large Cap Growth ETF (SCHG) 1.3 $1.4M 15k 92.92
Ishares Msci Usa Size Factor (SIZE) 1.3 $1.4M 15k 97.38
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 1.2 $1.3M 26k 50.26
iShares S&P Global Technology Sect. (IXN) 1.1 $1.2M 5.7k 210.54
Pimco Total Return Etf totl (BOND) 1.0 $1.1M 11k 107.83
Invesco Bulletshares 2020 Corp 1.0 $1.1M 54k 21.29
Nuveen Insured Tax-Free Adv Munici (NEA) 1.0 $1.1M 75k 14.38
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) 1.0 $1.1M 20k 53.84
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 0.9 $977k 28k 35.32
iShares Lehman MBS Bond Fund (MBB) 0.8 $931k 8.6k 108.10
Ishares Tr fltg rate nt (FLOT) 0.8 $903k 18k 50.92
iShares S&P SmallCap 600 Growth (IJT) 0.8 $842k 4.4k 193.21
Guggenheim Bulletshrs 2023 Corp Bd Etf 0.7 $795k 37k 21.32
Ishares Tr edge msci minm (SMMV) 0.7 $712k 20k 35.47
Vanguard Value ETF (VTV) 0.6 $689k 5.8k 119.78
Invesco Variable Rate Investment Grade Etf var rate invt (VRIG) 0.6 $620k 25k 24.97
Ishares Tr core strm usbd (ISTB) 0.5 $593k 12k 50.43
Wisdomtree Tr us multifactor (USMF) 0.5 $595k 19k 31.94
iShares S&P MidCap 400 Index (IJH) 0.5 $523k 2.5k 205.99
SPDR DJ Wilshire Large Cap (SPLG) 0.5 $514k 14k 37.82
Invesco Exchange Traded Fd T s&p500 pur val (RPV) 0.5 $513k 7.4k 69.31
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) 0.4 $471k 3.7k 126.68
iShares S&P SmallCap 600 Value Idx (IJS) 0.3 $381k 2.4k 160.76
Ishares Inc ctr wld minvl (ACWV) 0.3 $353k 3.7k 95.74
Bsco etf 0.3 $353k 17k 21.46
Ishares Tr msci usavalfct (VLUE) 0.3 $328k 3.7k 89.69
iShares S&P SmallCap 600 Index (IJR) 0.3 $299k 3.6k 83.87
SPDR Barclays Capital Long Term Tr (SPTL) 0.3 $302k 7.8k 38.93
iShares S&P 1500 Index Fund (ITOT) 0.3 $283k 3.9k 72.69
Ishares Inc em mkt min vol (EEMV) 0.3 $289k 4.9k 58.74
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.2 $277k 4.4k 62.36
Wisdomtree Tr cmn (XSOE) 0.2 $260k 8.3k 31.17
Invesco Emerging Markets S etf (PCY) 0.2 $251k 8.5k 29.59
Financial Select Sector SPDR (XLF) 0.2 $238k 7.7k 30.75
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund (RSPH) 0.2 $246k 1.1k 221.82
IQ Hedge Multi-Strategy Tracker (QAI) 0.2 $236k 7.7k 30.83
iShares S&P NA Tec.-SW. Idx. Fund (IGV) 0.2 $224k 960.00 233.33
Wisdomtree Tr itl hdg div gt (IHDG) 0.2 $218k 6.0k 36.28
Ishares Inc core msci emkt (IEMG) 0.2 $205k 3.8k 53.89
Technology SPDR (XLK) 0.2 $201k 2.2k 91.57