Strategic Family Wealth Counselors

Strategic Family Wealth Counselors as of Dec. 31, 2024

Portfolio Holdings for Strategic Family Wealth Counselors

Strategic Family Wealth Counselors holds 137 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roblox Corp Cl A (RBLX) 4.9 $15M 261k 57.86
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.5 $14M 500k 27.87
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.2 $13M 473k 27.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.5 $11M 18k 586.07
Vanguard Whitehall Fds High Div Yld (VYM) 3.3 $10M 79k 127.59
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.3 $10M 434k 23.18
Capital Group Growth Etf Shs Creation Uni (CGGR) 3.3 $10M 270k 37.17
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.2 $9.7M 350k 27.71
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.1 $9.5M 368k 25.86
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.0 $9.2M 53k 175.23
Wisdomtree Tr Us Largecap Divd (DLN) 2.7 $8.3M 107k 77.79
Spdr Ser Tr S&p Divid Etf (SDY) 2.5 $7.7M 58k 132.10
Uber Technologies (UBER) 2.5 $7.5M 125k 60.32
Apple (AAPL) 2.4 $7.5M 30k 250.42
First Tr Value Line Divid In SHS (FVD) 2.2 $6.9M 157k 43.64
Vanguard Index Fds Value Etf (VTV) 2.1 $6.5M 38k 169.30
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.0 $6.2M 89k 70.00
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.9 $5.8M 257k 22.70
Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $5.8M 14k 401.57
Ark Etf Tr Innovation Etf (ARKK) 1.9 $5.7M 101k 56.77
Ishares Tr Grwt Allocat Etf (AOR) 1.7 $5.1M 89k 57.32
NVIDIA Corporation (NVDA) 1.6 $4.9M 36k 134.29
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.6 $4.8M 85k 56.48
Pfizer (PFE) 1.5 $4.7M 175k 26.53
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.4 $4.4M 88k 50.37
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.4 $4.3M 159k 27.28
Ishares Tr Core High Dv Etf (HDV) 1.3 $3.9M 34k 112.26
Microsoft Corporation (MSFT) 1.2 $3.6M 8.6k 421.52
Vanguard Index Fds Growth Etf (VUG) 1.1 $3.5M 8.5k 410.42
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $3.4M 6.6k 511.21
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 1.0 $3.1M 120k 25.79
Vanguard Malvern Fds Core Bd Etf (VCRB) 1.0 $2.9M 39k 75.81
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $2.9M 11k 264.12
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $2.8M 5.2k 538.82
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.9 $2.8M 57k 48.91
Vanguard Index Fds Small Cp Etf (VB) 0.8 $2.6M 11k 240.27
Visa Com Cl A (V) 0.7 $2.3M 7.3k 316.05
Twilio Cl A (TWLO) 0.7 $2.3M 21k 108.08
Vanguard World Inf Tech Etf (VGT) 0.7 $2.1M 3.4k 621.82
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $2.1M 24k 88.79
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.6 $1.9M 17k 115.18
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.6 $1.8M 24k 75.99
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $1.7M 15k 117.48
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.6 $1.7M 33k 53.05
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $1.7M 14k 117.50
Amazon (AMZN) 0.5 $1.6M 7.5k 219.39
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $1.5M 25k 60.75
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $1.5M 17k 88.40
Marathon Petroleum Corp (MPC) 0.5 $1.4M 10k 139.50
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $1.4M 77k 18.50
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $1.4M 27k 50.97
Exchange Traded Concepts Tru Bitwise Crypto (BITQ) 0.4 $1.3M 78k 16.89
JPMorgan Chase & Co. (JPM) 0.4 $1.3M 5.4k 239.71
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.4 $1.3M 57k 22.20
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.4 $1.2M 57k 20.65
Tesla Motors (TSLA) 0.4 $1.1M 2.8k 403.84
Meta Platforms Cl A (META) 0.3 $1.1M 1.8k 585.54
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $1.0M 35k 29.22
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $1.0M 7.9k 129.34
Tidal Etf Tr Sp Dwjns Sukuk (SPSK) 0.3 $986k 55k 17.83
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $948k 28k 34.33
Ishares Tr Russell 3000 Etf (IWV) 0.3 $894k 2.7k 334.25
Reaves Util Income Com Sh Ben Int (UTG) 0.3 $883k 28k 31.69
Walt Disney Company (DIS) 0.3 $881k 7.9k 111.35
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $822k 6.1k 135.37
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $721k 7.1k 101.53
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $713k 18k 39.39
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $709k 37k 19.43
UnitedHealth (UNH) 0.2 $678k 1.3k 505.98
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $661k 15k 44.87
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $655k 11k 59.14
Costco Wholesale Corporation (COST) 0.2 $648k 707.00 916.34
Abbvie (ABBV) 0.2 $599k 3.4k 177.70
Ishares Tr National Mun Etf (MUB) 0.2 $589k 5.5k 106.56
Alphabet Cap Stk Cl C (GOOG) 0.2 $584k 3.1k 190.47
Etf Ser Solutions Defiance Connect (SIXG) 0.2 $542k 11k 47.65
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $542k 9.4k 57.53
Union Pacific Corporation (UNP) 0.2 $541k 2.4k 228.04
Johnson & Johnson (JNJ) 0.2 $506k 3.5k 144.62
Verizon Communications (VZ) 0.2 $501k 13k 39.99
Upstart Hldgs (UPST) 0.2 $492k 8.0k 61.57
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $478k 4.8k 99.92
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $455k 2.3k 197.49
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 0.1 $452k 18k 25.64
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $449k 2.0k 224.35
Ishares Tr Core S&p500 Etf (IVV) 0.1 $447k 759.00 588.45
Exxon Mobil Corporation (XOM) 0.1 $445k 4.1k 107.57
Reliance Steel & Aluminum (RS) 0.1 $445k 1.7k 269.19
At&t (T) 0.1 $445k 20k 22.77
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $433k 17k 26.07
Colgate-Palmolive Company (CL) 0.1 $429k 4.7k 90.91
Alphabet Cap Stk Cl A (GOOGL) 0.1 $420k 2.2k 189.34
Warby Parker Cl A Com (WRBY) 0.1 $419k 17k 24.21
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $418k 2.2k 190.88
Texas Instruments Incorporated (TXN) 0.1 $410k 2.2k 187.51
Select Sector Spdr Tr Financial (XLF) 0.1 $402k 8.3k 48.33
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $391k 9.0k 43.47
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $388k 2.1k 185.16
SYSCO Corporation (SYY) 0.1 $386k 5.0k 76.46
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $368k 865.00 425.68
ConocoPhillips (COP) 0.1 $357k 3.6k 99.18
Bank of America Corporation (BAC) 0.1 $354k 8.0k 43.95
American Express Company (AXP) 0.1 $349k 1.2k 296.79
Target Corporation (TGT) 0.1 $341k 2.5k 135.18
Ishares Tr Select Divid Etf (DVY) 0.1 $324k 2.5k 131.28
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.1 $317k 3.1k 101.74
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $299k 3.7k 80.94
Paychex (PAYX) 0.1 $299k 2.1k 140.22
Broadcom (AVGO) 0.1 $298k 1.3k 231.84
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $294k 3.8k 76.61
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $293k 8.3k 35.26
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $291k 1.5k 190.01
Us Bancorp Del Com New (USB) 0.1 $288k 6.0k 47.83
Amgen (AMGN) 0.1 $279k 1.1k 260.64
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $270k 8.1k 33.34
Viatris (VTRS) 0.1 $269k 22k 12.45
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $263k 13k 21.06
Cisco Systems (CSCO) 0.1 $261k 4.4k 59.20
Hershey Company (HSY) 0.1 $260k 1.5k 169.39
Discover Financial Services 0.1 $249k 1.4k 173.23
Valley National Ban (VLY) 0.1 $237k 26k 9.06
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $217k 6.5k 33.21
Public Service Enterprise (PEG) 0.1 $213k 2.5k 84.47
Select Sector Spdr Tr Energy (XLE) 0.1 $212k 2.5k 85.66
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $211k 2.8k 74.73
Eli Lilly & Co. (LLY) 0.1 $209k 271.00 772.00
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $209k 4.2k 49.95
Citigroup Com New (C) 0.1 $208k 3.0k 70.39
Mastercard Incorporated Cl A (MA) 0.1 $205k 389.00 526.57
Chevron Corporation (CVX) 0.1 $204k 1.4k 144.84
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $203k 940.00 215.42
Nextera Energy (NEE) 0.1 $202k 2.8k 71.69
Merck & Co (MRK) 0.1 $201k 2.0k 99.49
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $200k 352.00 569.41
Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $198k 11k 17.41
Vodafone Group Sponsored Adr (VOD) 0.0 $92k 11k 8.49
Clover Health Investments Com Cl A (CLOV) 0.0 $39k 12k 3.15