Strategic Family Wealth Counselors

Strategic Family Wealth Counselors as of Dec. 31, 2020

Portfolio Holdings for Strategic Family Wealth Counselors

Strategic Family Wealth Counselors holds 80 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ark Etf Tr Innovation Etf (ARKK) 18.0 $35M 280k 124.49
Uber Technologies (UBER) 9.7 $19M 368k 51.00
Invesco Exch Trd Slf Idx Bulshs 2021 Cb 7.1 $14M 650k 21.21
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 4.4 $8.6M 395k 21.75
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.9 $7.5M 58k 128.41
Pfizer (PFE) 3.3 $6.4M 173k 36.81
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.1 $5.9M 65k 90.95
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.9 $5.6M 63k 89.00
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.8 $5.5M 86k 64.15
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.7 $5.3M 78k 68.18
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.6 $5.1M 91k 56.23
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.2 $4.3M 47k 90.98
Vanguard Whitehall Fds High Div Yld (VYM) 2.0 $3.9M 43k 91.50
Spdr Ser Tr S&p Divid Etf (SDY) 1.9 $3.8M 36k 105.93
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.9 $3.8M 29k 127.53
Apple (AAPL) 1.9 $3.7M 28k 132.69
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 1.9 $3.6M 72k 50.47
Wisdomtree Tr Us Largecap Divd (DLN) 1.7 $3.3M 31k 107.51
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 1.6 $3.0M 138k 21.90
Amazon (AMZN) 1.5 $2.9M 878.00 3258.43
Ishares Tr Grwt Allocat Etf (AOR) 1.4 $2.7M 51k 52.19
First Tr Value Line Divid In SHS (FVD) 1.4 $2.6M 75k 35.07
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $2.6M 11k 241.13
Ishares Tr Core High Dv Etf (HDV) 1.3 $2.4M 28k 87.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $2.3M 6.1k 373.82
Ishares Tr Msci Usa Min Vol (USMV) 1.0 $1.9M 28k 67.90
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.9 $1.7M 31k 54.72
PNC Financial Services (PNC) 0.8 $1.5M 10k 148.99
Walt Disney Company (DIS) 0.7 $1.4M 7.8k 181.21
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.7 $1.4M 27k 49.78
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.2M 6.2k 194.70
Microsoft Corporation (MSFT) 0.6 $1.1M 5.1k 222.40
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.1M 5.5k 206.71
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $1.1M 30k 36.01
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $1.0M 11k 92.58
Visa Com Cl A (V) 0.5 $914k 4.2k 218.66
Ishares Tr Msci Acwi Etf (ACWI) 0.4 $871k 9.6k 90.72
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.4 $850k 38k 22.40
Vanguard Index Fds Value Etf (VTV) 0.4 $810k 6.8k 118.94
Verizon Communications (VZ) 0.4 $804k 14k 58.72
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.4 $695k 14k 50.79
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.4 $694k 9.2k 75.71
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.3 $627k 13k 49.28
Ishares Tr Russell 3000 Etf (IWV) 0.3 $598k 2.7k 223.63
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $561k 8.2k 68.51
Vanguard Index Fds Growth Etf (VUG) 0.3 $531k 2.1k 253.46
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $495k 5.7k 87.26
At&t (T) 0.3 $490k 17k 28.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $483k 2.1k 231.88
Colgate-Palmolive Company (CL) 0.2 $461k 5.4k 85.58
Union Pacific Corporation (UNP) 0.2 $450k 2.2k 208.33
Procter & Gamble Company (PG) 0.2 $437k 3.1k 138.99
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $428k 9.6k 44.50
Marathon Petroleum Corp (MPC) 0.2 $427k 10k 41.35
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $422k 3.3k 128.07
Tesla Motors (TSLA) 0.2 $413k 585.00 705.98
Twilio Cl A (TWLO) 0.2 $410k 1.2k 338.56
Viatris (VTRS) 0.2 $402k 21k 18.74
UnitedHealth (UNH) 0.2 $352k 1.0k 350.25
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $337k 5.7k 59.60
Ishares Tr Nasdaq Biotech (IBB) 0.2 $332k 2.2k 151.53
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.2 $305k 7.8k 39.31
Ishares Tr Select Divid Etf (DVY) 0.1 $284k 2.9k 96.34
Johnson & Johnson (JNJ) 0.1 $274k 1.7k 157.38
Peoples Ban (PEBO) 0.1 $258k 9.5k 27.05
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $257k 1.6k 164.64
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 0.1 $256k 3.8k 67.51
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $246k 3.8k 64.21
International Business Machines (IBM) 0.1 $239k 1.9k 125.66
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $233k 4.9k 47.26
3M Company (MMM) 0.1 $231k 1.3k 174.87
Hershey Company (HSY) 0.1 $229k 1.5k 152.06
SYSCO Corporation (SYY) 0.1 $228k 3.1k 74.10
Boeing Company (BA) 0.1 $218k 1.0k 214.15
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $207k 889.00 232.85
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $204k 9.0k 22.60
Northrop Grumman Corporation (NOC) 0.1 $203k 666.00 304.80
Sirius Xm Holdings (SIRI) 0.1 $118k 19k 6.38
Marathon Oil Corporation (MRO) 0.0 $69k 10k 6.68
Tyme Technologies 0.0 $18k 15k 1.20