Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management as of March 31, 2019

Portfolio Holdings for Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management holds 42 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr cmn (STIP) 7.9 $7.6M 77k 99.68
Invesco Bulletshares 2020 Corp 7.2 $7.0M 330k 21.22
Ishares Tr fltg rate nt (FLOT) 6.8 $6.6M 130k 50.91
Invesco Bulletshares 2019 Corp 6.2 $6.1M 288k 21.07
Ishares Tr 0-5yr invt gr cp (SLQD) 6.0 $5.8M 115k 50.45
Ishares Tr 0-5yr hi yl cp (SHYG) 5.3 $5.2M 111k 46.71
iShares S&P US Pref Stock Idx Fnd (PFF) 5.3 $5.2M 141k 36.55
Vanguard Charlotte Fds intl bd idx etf (BNDX) 5.3 $5.2M 92k 55.77
Ishares Tr conv bd etf (ICVT) 5.0 $4.8M 83k 57.96
Vanguard Sht Term Govt Bond ETF (VGSH) 4.3 $4.1M 69k 60.42
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 3.1 $3.0M 47k 64.48
Invesco Bulletshares 2021 Corp 2.8 $2.7M 130k 21.03
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) 2.8 $2.7M 35k 78.24
Ishares Tr msci usavalfct (VLUE) 2.5 $2.5M 31k 79.85
Bscm etf 2.5 $2.4M 115k 21.12
Ishares Tr usa min vo (USMV) 2.2 $2.1M 36k 58.81
Vanguard REIT ETF (VNQ) 1.9 $1.9M 22k 86.90
Schwab U S Large Cap Growth ETF (SCHG) 1.9 $1.8M 23k 79.42
Vanguard Intl Equity Index F glb ex us etf (VNQI) 1.8 $1.7M 29k 59.57
Ishares Tr core strm usbd (ISTB) 1.8 $1.7M 34k 49.85
iShares S&P SmallCap 600 Growth (IJT) 1.4 $1.3M 7.3k 178.40
Ishares Tr 1.3 $1.3M 51k 24.87
Ishares Tr Dec 2020 1.3 $1.3M 50k 25.24
IQ Hedge Multi-Strategy Tracker (QAI) 1.1 $1.0M 34k 30.08
iShares S&P MidCap 400 Index (IJH) 1.0 $941k 5.0k 189.45
Nuveen Insured Tax-Free Adv Munici (NEA) 0.9 $921k 69k 13.35
iShares S&P SmallCap 600 Value Idx (IJS) 0.9 $847k 5.7k 147.56
Proshares Tr short s&p 500 ne 0.8 $796k 29k 27.65
Proshares Tr pshs short dow 30 (DOG) 0.8 $794k 14k 54.97
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.8 $782k 14k 57.47
Proshares Tr short qqq 0.8 $771k 26k 29.41
Ishares Inc em mkt min vol (EEMV) 0.8 $746k 13k 59.30
Invesco Exchange Traded Fd T s&p500 pur val (RPV) 0.7 $682k 11k 63.05
Ishares Inc ctr wld minvl (ACWV) 0.7 $651k 7.3k 89.44
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) 0.7 $654k 13k 49.67
Guggenheim Bulletshrs 2023 Corp Bd Etf 0.7 $651k 31k 20.80
Vanguard Value ETF (VTV) 0.7 $637k 5.9k 107.62
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) 0.6 $608k 5.3k 115.77
Ishares Inc core msci emkt (IEMG) 0.6 $560k 11k 51.70
Ishares Tr edge msci minm (SMMV) 0.5 $510k 16k 32.26
iShares S&P SmallCap 600 Index (IJR) 0.3 $320k 4.1k 77.18
Bsco etf 0.2 $228k 11k 20.69