Strategic Family Wealth Counselors

Strategic Family Wealth Counselors as of March 31, 2020

Portfolio Holdings for Strategic Family Wealth Counselors

Strategic Family Wealth Counselors holds 71 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
Invesco Bulletshares 2020 Corp 13.9 $19M 886k 21.01
Uber Technologies (UBER) 11.4 $15M 548k 27.92
Invesco Bulletshares 2021 Corp 8.9 $12M 565k 20.97
Bscm etf 5.3 $7.1M 333k 21.18
Pfizer (PFE) 4.2 $5.6M 173k 32.64
Invesco S&p 500 Low Volatility Etf (SPLV) 4.2 $5.6M 119k 46.92
Schwab U S Large Cap Growth ETF (SCHG) 3.4 $4.5M 57k 79.66
Ark Etf Tr innovation etf (ARKK) 3.1 $4.1M 94k 44.00
Schwab Strategic Tr us lrg cap etf (SCHX) 3.0 $4.0M 65k 61.24
Schwab Strategic Tr us dividend eq (SCHD) 2.7 $3.6M 80k 44.98
Schwab U S Small Cap ETF (SCHA) 2.5 $3.3M 65k 51.53
Invesco S&p 500 Equal Weight Etf (RSP) 2.4 $3.2M 38k 84.02
Sch Us Mid-cap Etf etf (SCHM) 2.3 $3.0M 72k 42.16
Schwab U S Broad Market ETF (SCHB) 2.3 $3.0M 50k 60.42
Vanguard High Dividend Yield ETF (VYM) 2.2 $3.0M 42k 70.74
SPDR S&P Dividend (SDY) 2.2 $2.9M 37k 79.86
Ishares High Dividend Equity F (HDV) 1.9 $2.5M 35k 71.56
WisdomTree LargeCap Dividend Fund (DLN) 1.6 $2.2M 27k 80.94
Guggenheim Bulletshrs 2023 Corp Bd Etf 1.6 $2.2M 107k 20.73
Schwab International Equity ETF (SCHF) 1.0 $1.4M 54k 25.83
Ishares Tr usa min vo (USMV) 1.0 $1.4M 26k 54.00
iShares S&P Growth Allocation Fund (AOR) 1.0 $1.4M 33k 41.39
Nuveen Barclays Shrt Term Muni bdfund (SHM) 1.0 $1.3M 27k 48.90
Apple (AAPL) 1.0 $1.3M 5.1k 254.38
SPDR Dow Jones Global Real Estate (RWO) 1.0 $1.3M 36k 36.01
Janus Short Duration (VNLA) 0.9 $1.2M 25k 49.24
iShares Russell 1000 Growth Index (IWF) 0.8 $1.1M 7.2k 150.68
First Trust Value Line Dividend Indx Fnd (FVD) 0.8 $1.0M 38k 27.67
iShares MSCI ACWI Index Fund (ACWI) 0.7 $957k 15k 62.56
Vanguard Value ETF (VTV) 0.7 $924k 10k 89.09
Spdr S&p 500 Etf (SPY) 0.7 $865k 3.4k 257.75
Verizon Communications (VZ) 0.5 $722k 13k 53.70
Walt Disney Company (DIS) 0.5 $692k 7.2k 96.65
Vanguard Total World Stock Idx (VT) 0.5 $677k 11k 62.82
Visa (V) 0.5 $667k 4.1k 161.07
Microsoft Corporation (MSFT) 0.5 $653k 4.1k 157.81
Schwab Strategic Tr us reit etf (SCHH) 0.5 $635k 19k 32.73
Doubleline Total Etf etf (TOTL) 0.5 $621k 13k 47.94
Vanguard Small-Cap ETF (VB) 0.4 $511k 4.4k 115.38
At&t (T) 0.4 $493k 17k 29.14
Goldman Sachs Etf Tr (GSLC) 0.4 $478k 9.2k 52.17
iShares iBoxx $ High Yid Corp Bond (HYG) 0.3 $437k 5.7k 77.03
Lattice Strategies Tr dev mk x us st (RODM) 0.3 $414k 19k 22.04
iShares Russell 3000 Index (IWV) 0.3 $397k 2.7k 148.47
Bsco etf 0.3 $403k 20k 20.66
Vanguard Mid-Cap ETF (VO) 0.3 $383k 2.9k 131.62
iShares Dow Jones US Real Estate (IYR) 0.3 $374k 5.4k 69.52
Wisdomtree Tr itl hdg div gt (IHDG) 0.3 $373k 12k 30.31
Amazon (AMZN) 0.3 $361k 185.00 1951.35
Colgate-Palmolive Company (CL) 0.3 $354k 5.3k 66.40
iShares Russell Midcap Index Fund (IWR) 0.3 $354k 8.2k 43.23
Union Pacific Corporation (UNP) 0.2 $306k 2.2k 141.14
Berkshire Hathaway (BRK.B) 0.2 $294k 1.6k 182.61
Vanguard REIT ETF (VNQ) 0.2 $290k 4.2k 69.81
Schwab Intl Small Cap Equity ETF (SCHC) 0.2 $290k 12k 24.39
Vanguard Growth ETF (VUG) 0.2 $277k 1.8k 156.94
iShares S&P 500 Value Index (IVE) 0.2 $250k 2.6k 96.38
Schwab Strategic Tr cmn (SCHV) 0.2 $250k 5.7k 44.22
UnitedHealth (UNH) 0.2 $239k 958.00 249.48
iShares NASDAQ Biotechnology Index (IBB) 0.2 $245k 2.3k 107.60
WisdomTree Equity Income Fund (DHS) 0.2 $247k 4.4k 56.52
Marathon Petroleum Corp (MPC) 0.2 $244k 10k 23.63
Johnson & Johnson (JNJ) 0.2 $227k 1.7k 131.37
International Business Machines (IBM) 0.2 $211k 1.9k 110.94
Franklin Templeton (FTF) 0.1 $183k 23k 7.85
Pimco Income Strategy Fund II (PFN) 0.1 $171k 23k 7.60
Ares Capital Corporation (ARCC) 0.1 $108k 10k 10.80
Sirius Xm Holdings 0.1 $101k 21k 4.93
Avita Medical Ltd-spons 0.1 $62k 10k 6.20
Marathon Oil Corporation (MRO) 0.0 $34k 10k 3.29
Tyme Technologies 0.0 $17k 15k 1.13