Strategic Family Wealth Counselors

Strategic Family Wealth Counselors as of March 31, 2021

Portfolio Holdings for Strategic Family Wealth Counselors

Strategic Family Wealth Counselors holds 81 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roblox Corp Cl A (RBLX) 22.2 $59M 910k 64.83
Ark Etf Tr Innovation Etf (ARKK) 13.5 $36M 298k 119.95
Invesco Exch Trd Slf Idx Bulshs 2021 Cb 5.5 $15M 689k 21.13
Uber Technologies (UBER) 5.1 $14M 248k 54.51
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 3.3 $8.8M 408k 21.64
Twilio Cl A (TWLO) 3.3 $8.6M 25k 340.78
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.8 $7.6M 58k 129.78
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.4 $6.5M 65k 99.67
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.4 $6.3M 65k 96.03
Pfizer (PFE) 2.4 $6.3M 173k 36.23
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.3 $6.2M 85k 72.92
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.3 $6.1M 83k 74.42
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 2.1 $5.7M 114k 50.18
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.0 $5.4M 92k 58.15
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.7 $4.6M 47k 96.71
Vanguard Whitehall Fds High Div Yld (VYM) 1.7 $4.5M 45k 101.09
Spdr Ser Tr S&p Divid Etf (SDY) 1.6 $4.3M 37k 118.04
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.5 $3.9M 28k 141.65
Wisdomtree Tr Us Largecap Divd (DLN) 1.3 $3.5M 31k 114.68
Apple (AAPL) 1.3 $3.5M 29k 122.16
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 1.2 $3.1M 144k 21.77
First Tr Value Line Divid In SHS (FVD) 1.2 $3.1M 80k 37.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $2.9M 7.3k 396.40
Ishares Tr Grwt Allocat Etf (AOR) 1.0 $2.7M 51k 53.57
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $2.6M 11k 243.00
Ishares Tr Core High Dv Etf (HDV) 0.9 $2.5M 26k 94.91
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.8 $2.2M 44k 50.75
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $2.1M 31k 69.18
PNC Financial Services (PNC) 0.7 $1.8M 10k 175.41
Walt Disney Company (DIS) 0.5 $1.4M 7.9k 184.53
Microsoft Corporation (MSFT) 0.5 $1.4M 6.0k 235.75
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.5 $1.4M 27k 49.56
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.3M 6.2k 214.04
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $1.2M 5.5k 221.31
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $1.1M 11k 97.33
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $1.1M 28k 37.63
Invesco Exch Trd Slf Idx Bulshs 2024 Cb 0.4 $982k 44k 22.18
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $914k 9.6k 95.20
Vanguard Index Fds Value Etf (VTV) 0.3 $895k 6.8k 131.39
Visa Com Cl A (V) 0.3 $886k 4.2k 211.66
Verizon Communications (VZ) 0.3 $802k 14k 58.15
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.3 $750k 9.5k 79.16
Ishares Tr Russell 3000 Etf (IWV) 0.2 $634k 2.7k 237.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $634k 2.5k 255.34
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $615k 13k 48.22
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $605k 8.2k 73.88
Amazon (AMZN) 0.2 $582k 188.00 3095.74
Marathon Petroleum Corp (MPC) 0.2 $552k 10k 53.46
Vanguard Index Fds Growth Etf (VUG) 0.2 $539k 2.1k 257.16
At&t (T) 0.2 $517k 17k 30.30
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $495k 5.7k 87.26
Union Pacific Corporation (UNP) 0.2 $476k 2.2k 220.37
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $465k 3.3k 141.12
Colgate-Palmolive Company (CL) 0.2 $427k 5.4k 78.88
UnitedHealth (UNH) 0.1 $375k 1.0k 372.02
Tesla Motors (TSLA) 0.1 $370k 554.00 667.87
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $369k 5.7k 65.26
Johnson & Johnson (JNJ) 0.1 $368k 2.2k 164.43
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $341k 7.2k 47.26
Ishares Tr Select Divid Etf (DVY) 0.1 $336k 2.9k 113.98
Ishares Tr Nasdaq Biotech (IBB) 0.1 $330k 2.2k 150.62
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $321k 7.8k 41.34
Viatris (VTRS) 0.1 $300k 21k 13.99
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $276k 1.6k 176.92
Boeing Company (BA) 0.1 $268k 1.1k 255.00
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $256k 3.8k 66.82
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $256k 12k 22.18
3M Company (MMM) 0.1 $255k 1.3k 193.04
International Business Machines (IBM) 0.1 $253k 1.9k 133.02
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $250k 2.8k 88.75
Ishares Tr Short Treas Bd (SHV) 0.1 $246k 2.2k 110.56
JPMorgan Chase & Co. (JPM) 0.1 $244k 1.6k 152.50
SYSCO Corporation (SYY) 0.1 $242k 3.1k 78.65
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $242k 4.9k 49.09
Hershey Company (HSY) 0.1 $239k 1.5k 158.17
Amgen (AMGN) 0.1 $231k 929.00 248.65
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $230k 6.7k 34.09
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 0.1 $218k 3.2k 68.19
Sirius Xm Holdings 0.0 $113k 19k 6.11
Marathon Oil Corporation (MRO) 0.0 $110k 10k 10.65
Tyme Technologies 0.0 $27k 15k 1.80