SWMG

SWMG as of March 31, 2021

Portfolio Holdings for SWMG

SWMG holds 57 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
Ishares Tr Core S&p500 Etf (IVV) 10.9 $16M 40k 397.83
Proshares Tr Pshs Ultruss2000 (UWM) 10.8 $16M 142k 111.79
Ishares Tr Esg Awr Msci Usa (ESGU) 10.5 $15M 169k 90.87
Ishares Tr Eafe Value Etf (EFV) 7.1 $10M 204k 50.97
Vanguard Index Fds Total Stk Mkt (VTI) 5.9 $8.7M 42k 206.69
Ishares Tr Eafe Grwth Etf (EFG) 4.4 $6.4M 64k 100.46
Ishares Tr Core Total Usd (IUSB) 3.9 $5.8M 109k 52.75
Ishares Esg Awr Msci Em (ESGE) 3.9 $5.7M 131k 43.31
Ishares Tr Us Treas Bd Etf (GOVT) 3.6 $5.2M 199k 26.19
Ishares Tr Msci Usa Value (VLUE) 2.9 $4.3M 42k 102.46
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $3.6M 33k 108.53
Ishares Tr Global Tech Etf (IXN) 2.4 $3.5M 11k 307.69
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.4 $3.5M 41k 84.73
Ishares Tr U.s. Energy Etf (IYE) 1.6 $2.4M 92k 26.23
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.6 $2.3M 47k 49.11
Ishares Tr National Mun Etf (MUB) 1.5 $2.3M 19k 116.07
Vanguard Index Fds Mid Cap Etf (VO) 1.5 $2.2M 9.7k 221.36
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.4 $2.1M 39k 54.69
Ishares Tr U.s. Med Dvc Etf (IHI) 1.4 $2.0M 6.0k 330.30
Ishares Tr Msci Usa Mmentm (MTUM) 1.3 $1.9M 12k 160.86
Vanguard Index Fds Value Etf (VTV) 1.3 $1.9M 15k 131.48
Ishares Tr Msci Uk Etf New (EWU) 1.3 $1.9M 61k 31.31
J P Morgan Exchange-traded F Betbuld Japan 1.1 $1.6M 56k 28.49
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.8 $1.2M 9.2k 130.02
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $1.2M 17k 69.21
Vanguard World Fds Financials Etf (VFH) 0.8 $1.2M 14k 84.53
Vanguard World Fds Consum Stp Etf (VDC) 0.7 $1.1M 6.1k 178.20
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $1.1M 21k 52.04
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.7 $1.1M 35k 30.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $1.0M 6.3k 165.64
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.7 $1.0M 28k 36.32
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $947k 14k 67.25
Ishares Msci Germany Etf (EWG) 0.6 $943k 28k 33.44
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $884k 8.2k 107.83
Ishares Msci Sth Kor Etf (EWY) 0.6 $839k 9.3k 89.75
Ishares Tr Global Energ Etf (IXC) 0.5 $757k 31k 24.65
Global X Fds Glb X Mlp Enrg I (MLPX) 0.5 $731k 23k 31.60
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $715k 8.3k 86.29
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $663k 16k 42.26
Ishares Tr Broad Usd High (USHY) 0.4 $613k 15k 41.17
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $589k 11k 54.60
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $580k 7.1k 82.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $473k 1.2k 396.48
At&t (T) 0.3 $456k 15k 30.29
Ishares Tr Faln Angls Usd (FALN) 0.3 $385k 13k 29.24
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 0.2 $362k 5.2k 69.20
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $334k 3.6k 92.91
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 0.2 $279k 9.1k 30.63
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $273k 2.7k 101.07
Ishares Msci Mexico Etf (EWW) 0.2 $246k 5.6k 43.88
Oracle Corporation (ORCL) 0.2 $236k 3.4k 70.15
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $236k 3.9k 61.14
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $225k 2.3k 98.21
Intel Corporation (INTC) 0.1 $213k 3.3k 64.14
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.1 $211k 4.0k 53.40
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $207k 1.9k 109.12
Ishares Tr Core Msci Eafe (IEFA) 0.1 $201k 2.8k 72.20