Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management as of March 31, 2020

Portfolio Holdings for Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management holds 53 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Barclays Capital Inter Term (SPTI) 19.1 $20M 596k 33.13
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 8.4 $8.7M 256k 33.98
SPDR DJ Wilshire Large Cap (SPLG) 8.0 $8.2M 272k 30.23
WisdomTree Earnings 500 Fund (EPS) 7.4 $7.7M 272k 28.12
Wisdomtree Tr itl hdg div gt (IHDG) 6.4 $6.6M 218k 30.29
iShares Lehman MBS Bond Fund (MBB) 6.0 $6.2M 56k 110.69
Ishares Tr etf msci usa (ESGU) 4.2 $4.3M 75k 57.61
Ishares Msci Usa Quality Facto invalid (QUAL) 4.2 $4.3M 53k 81.37
Ishares Tr usa min vo (USMV) 3.4 $3.5M 65k 54.06
Ishares Inc msci em esg se (ESGE) 2.9 $3.0M 108k 27.43
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 2.5 $2.6M 37k 70.54
Wisdomtree Tr cmn (XSOE) 2.1 $2.2M 91k 24.47
Technology SPDR (XLK) 2.1 $2.2M 27k 80.39
Invesco Emerging Markets S etf (PCY) 1.8 $1.9M 79k 23.88
SPDR Barclays Capital Long Term Tr (SPTL) 1.6 $1.7M 36k 47.16
Invesco Variable Rate Investment Grade Etf var rate invt (VRIG) 1.6 $1.6M 72k 22.75
Vanguard Mortgage Bkd Sects ETF (VMBS) 1.4 $1.4M 26k 54.51
Ishares Msci Usa Size Factor (SIZE) 1.1 $1.1M 16k 70.78
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 1.1 $1.1M 20k 52.96
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 1.0 $1.0M 19k 54.91
Spdr Ser Tr shrt trsry etf (SPTS) 0.8 $828k 27k 30.57
Spdr S&p 500 Etf (SPY) 0.8 $802k 3.1k 257.71
Ishares Tr conv bd etf (ICVT) 0.7 $708k 13k 54.37
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.7 $681k 12k 56.25
iShares S&P 500 Index (IVV) 0.6 $643k 2.5k 258.96
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) 0.6 $629k 8.9k 70.77
Nuveen Insured Tax-Free Adv Munici (NEA) 0.6 $605k 45k 13.51
Bscm etf 0.6 $593k 28k 21.13
Ishares Tr cmn (STIP) 0.6 $573k 5.7k 99.88
Ishares Tr 0-5yr hi yl cp (SHYG) 0.5 $495k 12k 40.72
Invesco S&p 500 Equal Weight Etf (RSP) 0.5 $496k 5.9k 84.48
Vanguard REIT ETF (VNQ) 0.5 $485k 7.0k 69.22
iShares iBoxx $ High Yid Corp Bond (HYG) 0.5 $465k 6.0k 77.10
Schwab U S Large Cap Growth ETF (SCHG) 0.4 $452k 5.6k 80.03
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.4 $449k 3.6k 123.52
iShares S&P US Pref Stock Idx Fnd (PFF) 0.4 $426k 13k 31.81
Ishares Tr 0-5yr invt gr cp (SLQD) 0.4 $399k 8.0k 50.04
Spdr Series Trust cmn (SPBO) 0.4 $395k 12k 32.80
iShares Barclays TIPS Bond Fund (TIP) 0.4 $386k 3.3k 118.08
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.3 $361k 8.4k 42.73
Pimco Total Return Etf totl (BOND) 0.3 $349k 3.3k 106.43
Invesco Bulletshares 2021 Corp 0.3 $347k 17k 20.99
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.3 $317k 1.9k 164.76
Vanguard Value ETF (VTV) 0.3 $278k 3.1k 88.90
Vanguard Sht Term Govt Bond ETF (VGSH) 0.3 $275k 4.4k 62.22
Berkshire Hathaway (BRK.A) 0.3 $272k 1.00 272000.00
iShares S&P SmallCap 600 Growth (IJT) 0.2 $263k 1.9k 138.86
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) 0.2 $263k 2.6k 100.84
Berkshire Hathaway (BRK.B) 0.2 $247k 1.4k 182.96
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.2 $238k 2.1k 113.06
Ishares Tr fltg rate nt (FLOT) 0.2 $243k 5.0k 48.63
Invesco Exchange Traded Fd T s&p500 pur val (RPV) 0.2 $206k 5.1k 40.11
Wisdomtree Tr us multifactor (USMF) 0.2 $201k 8.3k 24.33