Strategic Family Wealth Counselors

Strategic Family Wealth Counselors as of March 31, 2023

Portfolio Holdings for Strategic Family Wealth Counselors

Strategic Family Wealth Counselors holds 106 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roblox Corp Cl A (RBLX) 10.7 $23M 501k 44.98
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 4.7 $10M 472k 21.08
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.6 $9.8M 133k 73.16
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.5 $7.3M 112k 65.17
Pfizer (PFE) 3.4 $7.2M 176k 40.80
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.3 $7.1M 146k 48.37
Vanguard Whitehall Fds High Div Yld (VYM) 3.3 $7.0M 67k 105.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $6.5M 16k 409.38
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.1 $6.5M 96k 67.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.0 $6.4M 152k 41.93
Spdr Ser Tr S&p Divid Etf (SDY) 2.9 $6.0M 49k 123.71
Ark Etf Tr Innovation Etf (ARKK) 2.8 $6.0M 149k 40.34
First Tr Value Line Divid In SHS (FVD) 2.8 $5.9M 148k 40.16
Apple (AAPL) 2.8 $5.8M 35k 164.90
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.7 $5.6M 90k 62.40
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.6 $5.5M 38k 144.62
Capital Group Growth Etf Shs Creation Uni (CGGR) 2.6 $5.5M 244k 22.46
Wisdomtree Tr Us Largecap Divd (DLN) 2.4 $5.2M 84k 61.86
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.1 $4.3M 91k 47.85
Invesco Exch Trd Slf Idx Bulshs 2024 Cb 1.9 $4.1M 197k 20.59
Uber Technologies (UBER) 1.9 $3.9M 124k 31.70
Vanguard Index Fds Value Etf (VTV) 1.6 $3.4M 25k 138.11
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.5 $3.2M 63k 50.32
Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $3.1M 13k 244.34
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 1.4 $2.9M 60k 47.75
Ishares Tr Core High Dv Etf (HDV) 1.2 $2.6M 26k 101.66
Ishares Tr Grwt Allocat Etf (AOR) 1.2 $2.5M 50k 50.03
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $2.0M 9.6k 210.93
Microsoft Corporation (MSFT) 1.0 $2.0M 7.0k 288.31
Vanguard Index Fds Small Cp Etf (VB) 0.9 $2.0M 10k 189.56
Ishares Tr Msci Usa Min Vol (USMV) 0.9 $1.9M 27k 72.74
Invesco Actively Managed Etf Total Return (GTO) 0.8 $1.6M 35k 47.20
Visa Com Cl A (V) 0.8 $1.6M 7.2k 225.46
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $1.6M 46k 34.80
Marathon Petroleum Corp (MPC) 0.7 $1.4M 10k 134.83
Twilio Cl A (TWLO) 0.7 $1.4M 21k 66.63
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.7 $1.4M 29k 47.55
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.6 $1.3M 17k 81.22
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $1.2M 13k 92.09
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $1.0M 15k 69.92
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $985k 11k 91.16
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.5 $957k 47k 20.28
Ishares Tr Rus Mdcp Val Etf (IWS) 0.4 $850k 8.0k 106.20
Vanguard Index Fds Growth Etf (VUG) 0.4 $831k 3.3k 249.41
PNC Financial Services (PNC) 0.4 $773k 6.1k 127.11
Walt Disney Company (DIS) 0.4 $745k 7.4k 100.13
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.3 $719k 18k 41.03
Ishares Tr Russell 3000 Etf (IWV) 0.3 $630k 2.7k 235.41
Ishares Tr National Mun Etf (MUB) 0.3 $613k 5.7k 107.74
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $607k 1.6k 385.57
Amazon (AMZN) 0.3 $585k 5.7k 103.29
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $527k 13k 40.98
UnitedHealth (UNH) 0.2 $521k 1.1k 472.74
Union Pacific Corporation (UNP) 0.2 $472k 2.3k 201.26
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $464k 14k 33.71
Verizon Communications (VZ) 0.2 $462k 12k 38.89
Exchange Traded Concepts Tr Bitwise Crypto (BITQ) 0.2 $456k 78k 5.87
Abbvie (ABBV) 0.2 $453k 2.8k 159.37
Johnson & Johnson (JNJ) 0.2 $453k 2.9k 154.98
Paramount Group Inc reit (PGRE) 0.2 $422k 92k 4.56
Reliance Steel & Aluminum (RS) 0.2 $401k 1.6k 256.68
Tesla Motors (TSLA) 0.2 $390k 1.9k 207.46
Hershey Company (HSY) 0.2 $389k 1.5k 254.47
JPMorgan Chase & Co. (JPM) 0.2 $381k 2.9k 130.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $376k 1.0k 376.07
Etf Ser Solutions Defiance Next (SIXG) 0.2 $373k 11k 32.79
Exxon Mobil Corporation (XOM) 0.2 $367k 3.3k 109.66
Ishares Tr Select Divid Etf (DVY) 0.2 $363k 3.1k 117.17
Colgate-Palmolive Company (CL) 0.2 $352k 4.7k 75.15
Target Corporation (TGT) 0.2 $343k 2.1k 165.63
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $318k 7.1k 44.87
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.1 $315k 18k 17.87
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $299k 2.0k 149.54
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $292k 3.1k 92.82
Meta Platforms Cl A (META) 0.1 $291k 1.4k 211.94
Texas Instruments Incorporated (TXN) 0.1 $291k 1.6k 186.01
Select Sector Spdr Tr Financial (XLF) 0.1 $288k 9.0k 32.15
At&t (T) 0.1 $286k 15k 19.25
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $286k 7.2k 39.42
Costco Wholesale Corporation (COST) 0.1 $280k 564.00 496.98
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $276k 1.8k 151.76
Ishares Tr Core S&p500 Etf (IVV) 0.1 $273k 664.00 411.20
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $271k 4.3k 62.34
Procter & Gamble Company (PG) 0.1 $265k 1.8k 148.69
Boeing Company (BA) 0.1 $262k 1.2k 212.37
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $255k 766.00 332.76
Amgen (AMGN) 0.1 $253k 1.0k 241.75
Marathon Oil Corporation (MRO) 0.1 $247k 10k 23.96
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $244k 3.8k 63.59
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $238k 2.2k 109.94
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $236k 7.7k 30.81
Merck & Co (MRK) 0.1 $236k 2.2k 106.39
Valley National Ban (VLY) 0.1 $232k 25k 9.24
Paychex (PAYX) 0.1 $231k 2.0k 114.59
Pepsi (PEP) 0.1 $227k 1.2k 182.25
Cisco Systems (CSCO) 0.1 $219k 4.2k 52.28
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $215k 1.5k 140.17
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 0.1 $208k 3.2k 64.99
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $207k 8.3k 24.94
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $207k 1.4k 152.30
Viatris (VTRS) 0.1 $207k 22k 9.62
Warby Parker Cl A Com (WRBY) 0.1 $183k 17k 10.59
Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $182k 10k 17.85
Apricus Biosciences 0.0 $77k 112k 0.69
Sirius Xm Holdings 0.0 $73k 19k 3.97
Clover Health Investments Com Cl A (CLOV) 0.0 $10k 12k 0.85