Strategic Family Wealth Counselors

Strategic Family Wealth Counselors as of June 30, 2025

Portfolio Holdings for Strategic Family Wealth Counselors

Strategic Family Wealth Counselors holds 146 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roblox Corp Cl A (RBLX) 7.8 $28M 261k 105.20
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.4 $15M 524k 29.21
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.5 $12M 466k 26.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.3 $12M 19k 617.86
Uber Technologies (UBER) 3.3 $12M 125k 93.30
Capital Group Growth Etf Shs Creation Uni (CGGR) 3.2 $11M 276k 40.65
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.0 $11M 435k 24.44
Vanguard Whitehall Fds High Div Yld (VYM) 3.0 $11M 80k 133.31
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.8 $9.8M 351k 28.05
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.7 $9.6M 53k 181.74
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.7 $9.5M 375k 25.30
Wisdomtree Tr Us Largecap Divd (DLN) 2.6 $9.2M 112k 82.14
Spdr Series Trust S&p Divid Etf (SDY) 2.4 $8.4M 62k 135.73
First Tr Exchange-traded SHS (FVD) 2.0 $7.0M 157k 44.70
Vanguard Index Fds Value Etf (VTV) 2.0 $6.9M 39k 176.74
Ark Etf Tr Innovation Etf (ARKK) 1.9 $6.8M 96k 70.29
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.8 $6.4M 89k 72.82
Apple (AAPL) 1.8 $6.4M 31k 205.17
Ishares Tr Rus 1000 Grw Etf (IWF) 1.7 $6.1M 14k 424.59
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.7 $6.0M 250k 23.83
NVIDIA Corporation (NVDA) 1.6 $5.7M 36k 157.99
Ishares Tr Core 60/40 Balan (AOR) 1.6 $5.6M 90k 61.57
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.4 $5.1M 183k 27.62
Vanguard Malvern Fds Core Bd Etf (VCRB) 1.4 $4.9M 63k 77.58
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 1.3 $4.5M 172k 26.30
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.2 $4.4M 86k 50.68
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.2 $4.3M 79k 55.10
Microsoft Corporation (MSFT) 1.2 $4.3M 8.7k 497.40
Pfizer (PFE) 1.2 $4.3M 176k 24.24
Ishares Tr Core High Dv Etf (HDV) 1.2 $4.3M 36k 117.17
Vanguard Index Fds Growth Etf (VUG) 1.1 $3.8M 8.7k 438.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $3.6M 6.5k 551.61
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.9 $3.2M 66k 49.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $3.1M 5.5k 568.02
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $2.9M 10k 279.82
Visa Com Cl A (V) 0.8 $2.6M 7.4k 355.06
Vanguard Index Fds Small Cp Etf (VB) 0.7 $2.4M 10k 236.99
Twilio Cl A (TWLO) 0.7 $2.4M 19k 124.36
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $2.4M 18k 128.52
Vanguard World Inf Tech Etf (VGT) 0.7 $2.4M 3.6k 663.23
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $2.3M 25k 93.87
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.6 $2.1M 27k 77.80
Ishares Tr Msci Acwi Etf (ACWI) 0.6 $2.0M 16k 128.60
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.6 $2.0M 33k 61.21
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.6 $2.0M 17k 121.38
Amazon (AMZN) 0.6 $1.9M 8.9k 219.39
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $1.8M 24k 72.68
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $1.7M 77k 22.10
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.5 $1.7M 80k 20.68
JPMorgan Chase & Co. (JPM) 0.5 $1.6M 5.7k 289.91
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.4 $1.6M 81k 19.52
Exchange Traded Concepts Tru Bitwise Crypto (BITQ) 0.4 $1.6M 79k 19.72
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.6M 17k 91.97
Spdr Series Trust Nuveen Ice Short (SHM) 0.4 $1.4M 30k 47.83
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.4 $1.4M 44k 31.97
Meta Platforms Cl A (META) 0.4 $1.3M 1.8k 738.15
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $1.2M 29k 42.59
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $1.2M 23k 50.12
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.3 $1.1M 48k 22.50
Walt Disney Company (DIS) 0.3 $1.1M 8.6k 124.01
Tidal Trust I Sp Dwjns Sukuk (SPSK) 0.3 $1.0M 57k 18.22
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $1.0M 7.9k 132.14
Reaves Util Income Com Sh Ben Int (UTG) 0.3 $1.0M 28k 36.18
Reliance Steel & Aluminum (RS) 0.3 $996k 3.2k 313.89
Ishares Tr Russell 3000 Etf (IWV) 0.3 $939k 2.7k 351.00
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $910k 4.7k 195.42
Tesla Motors (TSLA) 0.2 $869k 2.7k 317.66
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $844k 21k 40.11
Costco Wholesale Corporation (COST) 0.2 $833k 841.00 990.01
Ishares Tr Core S&p500 Etf (IVV) 0.2 $787k 1.3k 620.90
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $781k 7.1k 110.10
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $747k 16k 45.75
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $733k 5.5k 133.04
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $729k 12k 62.74
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $729k 1.00 728800.00
At&t (T) 0.2 $677k 23k 28.94
Broadcom (AVGO) 0.2 $645k 2.3k 275.71
Abbvie (ABBV) 0.2 $629k 3.4k 185.62
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.2 $626k 32k 19.65
UnitedHealth (UNH) 0.2 $614k 2.0k 312.02
Verizon Communications (VZ) 0.2 $612k 14k 43.27
Etf Ser Solutions Defiance Connect (SIXG) 0.2 $602k 11k 52.76
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $599k 15k 40.02
Blackrock Etf Trust Ii Ishares High Yie (SHYM) 0.2 $591k 27k 22.31
Ishares Tr National Mun Etf (MUB) 0.2 $577k 5.5k 104.48
Johnson & Johnson (JNJ) 0.2 $575k 3.8k 152.75
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $564k 9.9k 56.85
Union Pacific Corporation (UNP) 0.2 $542k 2.4k 230.08
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $541k 2.4k 226.49
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $526k 6.3k 83.40
Upstart Hldgs (UPST) 0.1 $517k 8.0k 64.68
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $508k 24k 21.16
Alphabet Cap Stk Cl C (GOOG) 0.1 $494k 2.8k 177.39
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $491k 12k 39.49
American Express Company (AXP) 0.1 $483k 1.5k 318.98
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $471k 17k 27.67
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 0.1 $457k 18k 25.93
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $435k 2.0k 217.33
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $433k 2.2k 194.19
Colgate-Palmolive Company (CL) 0.1 $431k 4.7k 90.91
Select Sector Spdr Tr Financial (XLF) 0.1 $429k 8.2k 52.37
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $428k 4.6k 93.80
Alphabet Cap Stk Cl A (GOOGL) 0.1 $420k 2.4k 176.25
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $404k 9.0k 45.05
Palantir Technologies Cl A (PLTR) 0.1 $402k 2.9k 136.32
SYSCO Corporation (SYY) 0.1 $386k 5.1k 75.74
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $382k 868.00 440.52
Warby Parker Cl A Com (WRBY) 0.1 $380k 17k 21.93
Bank of America Corporation (BAC) 0.1 $379k 8.0k 47.32
Netflix (NFLX) 0.1 $371k 277.00 1339.13
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.1 $357k 3.0k 117.44
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $342k 3.8k 91.10
Ishares Tr Select Divid Etf (DVY) 0.1 $342k 2.6k 132.82
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $341k 4.1k 83.74
Amgen (AMGN) 0.1 $337k 1.2k 279.21
Texas Instruments Incorporated (TXN) 0.1 $333k 1.6k 207.62
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $322k 8.1k 39.66
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $316k 4.1k 77.34
Exxon Mobil Corporation (XOM) 0.1 $305k 2.8k 107.80
Paychex (PAYX) 0.1 $295k 2.0k 145.46
Cisco Systems (CSCO) 0.1 $295k 4.2k 69.38
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $294k 1.5k 192.77
Target Corporation (TGT) 0.1 $272k 2.8k 98.65
Us Bancorp Del Com New (USB) 0.1 $269k 5.9k 45.25
Citigroup Com New (C) 0.1 $266k 3.1k 85.11
Hershey Company (HSY) 0.1 $254k 1.5k 165.99
Oracle Corporation (ORCL) 0.1 $253k 1.2k 218.63
Fulton Financial (FULT) 0.1 $251k 14k 18.04
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $240k 2.4k 100.15
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $240k 1.9k 123.58
International Business Machines (IBM) 0.1 $236k 800.00 294.78
Select Sector Spdr Tr Energy (XLE) 0.1 $230k 2.7k 84.80
Spdr Gold Tr Gold Shs (GLD) 0.1 $230k 753.00 304.83
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $222k 4.3k 52.02
Mastercard Incorporated Cl A (MA) 0.1 $216k 385.00 561.94
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.1 $210k 3.4k 61.78
Nextera Energy (NEE) 0.1 $209k 3.0k 69.42
Eaton Corp SHS (ETN) 0.1 $209k 585.00 356.99
Eli Lilly & Co. (LLY) 0.1 $205k 263.00 779.53
Honeywell International (HON) 0.1 $205k 878.00 232.88
Select Sector Spdr Tr Technology (XLK) 0.1 $203k 800.00 253.23
Southern Company (SO) 0.1 $200k 2.2k 91.85
Viatris (VTRS) 0.1 $191k 21k 8.93
Anavex Life Sciences Corp Com New (AVXL) 0.0 $134k 15k 9.22
Vodafone Group Sponsored Adr (VOD) 0.0 $116k 11k 10.66
Clover Health Investments Com Cl A (CLOV) 0.0 $34k 12k 2.79