Strategic Family Wealth Counselors

Strategic Family Wealth Counselors as of Dec. 31, 2022

Portfolio Holdings for Strategic Family Wealth Counselors

Strategic Family Wealth Counselors holds 104 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roblox Corp Cl A (RBLX) 7.1 $14M 501k 28.46
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 4.9 $9.8M 469k 20.98
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.7 $9.4M 125k 75.54
Pfizer (PFE) 4.5 $9.0M 176k 51.24
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.3 $6.6M 119k 55.56
Vanguard Whitehall Fds High Div Yld (VYM) 3.2 $6.5M 60k 108.21
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.2 $6.5M 160k 40.51
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.2 $6.4M 141k 45.15
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.1 $6.3M 97k 65.61
Spdr Ser Tr S&p Divid Etf (SDY) 3.0 $6.0M 48k 125.11
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.9 $5.8M 90k 63.90
Ishares Tr Grwt Allocat Etf (AOR) 2.8 $5.6M 119k 47.16
First Tr Value Line Divid In SHS (FVD) 2.8 $5.6M 139k 39.91
Wisdomtree Tr Us Largecap Divd (DLN) 2.7 $5.4M 87k 61.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $5.2M 14k 382.42
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.5 $5.0M 36k 141.25
Ark Etf Tr Innovation Etf (ARKK) 2.4 $4.8M 154k 31.24
Apple (AAPL) 2.2 $4.5M 35k 129.93
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.1 $4.2M 94k 44.81
Ishares Tr Msci Acwi Etf (ACWI) 1.9 $3.8M 45k 84.88
Invesco Exch Trd Slf Idx Bulshs 2024 Cb 1.8 $3.6M 177k 20.49
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.7 $3.4M 68k 50.13
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.6 $3.2M 162k 19.94
Uber Technologies (UBER) 1.5 $3.1M 124k 24.73
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 1.4 $2.9M 62k 47.40
Ishares Tr Rus 1000 Grw Etf (IWF) 1.4 $2.7M 13k 214.23
Ishares Tr Core High Dv Etf (HDV) 1.3 $2.6M 25k 104.24
Vanguard Index Fds Value Etf (VTV) 1.2 $2.4M 17k 140.37
Invesco Actively Managed Etf Total Return (GTO) 1.1 $2.3M 49k 46.47
Ishares Tr S&P SML 600 GWT (IJT) 1.1 $2.2M 21k 108.07
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.0 $2.0M 27k 76.13
Ishares Tr Msci Usa Min Vol (USMV) 1.0 $2.0M 28k 72.10
Vanguard Index Fds Small Cp Etf (VB) 1.0 $2.0M 11k 183.54
Vanguard Index Fds Growth Etf (VUG) 1.0 $2.0M 9.2k 213.10
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $1.9M 9.5k 203.82
Microsoft Corporation (MSFT) 0.8 $1.7M 7.0k 239.83
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.7 $1.5M 18k 83.60
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.7 $1.4M 29k 46.98
Marathon Petroleum Corp (MPC) 0.6 $1.2M 10k 116.39
Twilio Cl A (TWLO) 0.5 $1.0M 21k 48.96
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $977k 11k 86.19
Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $961k 50k 19.29
PNC Financial Services (PNC) 0.5 $961k 6.1k 157.94
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $949k 14k 67.45
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $882k 27k 32.21
Visa Com Cl A (V) 0.4 $881k 4.2k 207.77
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.4 $753k 19k 39.98
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.4 $731k 36k 20.14
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $693k 22k 31.47
Walt Disney Company (DIS) 0.3 $661k 7.6k 86.88
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $641k 4.4k 145.07
Ishares Tr National Mun Etf (MUB) 0.3 $600k 5.7k 105.52
Ishares Tr Russell 3000 Etf (IWV) 0.3 $590k 2.7k 220.68
UnitedHealth (UNH) 0.3 $584k 1.1k 530.34
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $552k 8.4k 66.02
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $523k 13k 41.14
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.3 $522k 13k 40.04
Johnson & Johnson (JNJ) 0.3 $515k 2.9k 176.62
Union Pacific Corporation (UNP) 0.2 $485k 2.3k 207.07
Verizon Communications (VZ) 0.2 $480k 12k 39.40
Abbvie (ABBV) 0.2 $460k 2.8k 161.61
Select Sector Spdr Tr Energy (XLE) 0.2 $415k 4.7k 87.47
Amazon (AMZN) 0.2 $412k 4.9k 84.00
JPMorgan Chase & Co. (JPM) 0.2 $391k 2.9k 134.10
Ishares Tr Select Divid Etf (DVY) 0.2 $371k 3.1k 120.60
Colgate-Palmolive Company (CL) 0.2 $370k 4.7k 78.79
Exxon Mobil Corporation (XOM) 0.2 $365k 3.3k 110.30
Hershey Company (HSY) 0.2 $354k 1.5k 231.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $351k 1.0k 351.34
Etf Ser Solutions Defiance Next (SIXG) 0.2 $323k 11k 29.87
Reliance Steel & Aluminum (RS) 0.2 $315k 1.6k 202.39
Target Corporation (TGT) 0.2 $308k 2.1k 149.04
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.2 $305k 18k 17.29
Select Sector Spdr Tr Financial (XLF) 0.2 $303k 8.9k 34.20
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $293k 6.7k 43.92
Valley National Ban (VLY) 0.1 $285k 25k 11.31
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $283k 3.1k 90.00
Marathon Oil Corporation (MRO) 0.1 $280k 10k 27.07
At&t (T) 0.1 $279k 15k 18.41
Amgen (AMGN) 0.1 $275k 1.0k 262.64
Exchange Traded Concepts Tr Bitwise Crypto (BITQ) 0.1 $263k 78k 3.39
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $262k 4.3k 60.36
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $258k 2.0k 129.16
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $258k 7.2k 35.63
Texas Instruments Incorporated (TXN) 0.1 $258k 1.6k 165.22
Ishares Tr Core S&p500 Etf (IVV) 0.1 $255k 662.00 384.49
Merck & Co (MRK) 0.1 $246k 2.2k 110.95
Viatris (VTRS) 0.1 $239k 22k 11.13
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $238k 747.00 319.20
Warby Parker Cl A Com (WRBY) 0.1 $234k 17k 13.49
Paychex (PAYX) 0.1 $233k 2.0k 115.56
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $229k 3.8k 59.75
Ishares Tr Ishares Biotech (IBB) 0.1 $228k 1.7k 131.29
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $225k 680.00 331.46
Pepsi (PEP) 0.1 $224k 1.2k 180.67
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $220k 7.6k 28.78
Procter & Gamble Company (PG) 0.1 $210k 1.4k 151.56
Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $209k 9.9k 21.17
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $207k 4.9k 41.97
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $205k 1.4k 151.70
Tesla Motors (TSLA) 0.1 $204k 1.7k 123.18
Sirius Xm Holdings 0.1 $108k 19k 5.84
Apricus Biosciences 0.0 $69k 102k 0.68
Clover Health Investments Com Cl A (CLOV) 0.0 $11k 12k 0.93