Wealth Management Resources

Wealth Management Resources as of Dec. 31, 2021

Portfolio Holdings for Wealth Management Resources

Wealth Management Resources holds 48 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 9.9 $15M 191k 80.83
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 8.9 $14M 190k 72.47
Ishares Tr Msci Usa Min Vol (USMV) 7.5 $12M 144k 80.90
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 6.1 $9.5M 207k 45.75
Wisdomtree Tr Us Qtly Div Grt (DGRW) 5.9 $9.1M 139k 65.86
Invesco Actively Managed Etf Total Return (GTO) 5.9 $9.1M 162k 56.35
Vanguard Malvern Fds Strm Infproidx (VTIP) 5.7 $8.9M 173k 51.40
Ssga Active Etf Tr Blackstone Senr (SRLN) 5.5 $8.5M 186k 45.63
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.2 $8.1M 153k 53.02
Ishares Tr Msci Usa Smcp Mn (SMMV) 5.1 $7.9M 203k 39.09
Spdr Index Shs Fds S&p Gblinf Etf (GII) 4.5 $7.0M 130k 54.25
Schwab Strategic Tr Us Reit Etf (SCHH) 4.3 $6.7M 128k 52.69
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.0 $4.7M 93k 50.73
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 2.7 $4.2M 75k 56.97
Ishares Glb Agric Pr Etf (VEGI) 2.7 $4.1M 10k 408.85
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.6 $4.0M 78k 50.85
Schwab Strategic Tr Us Tips Etf (SCHP) 1.9 $3.0M 48k 62.90
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) 1.3 $2.0M 39k 51.79
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.0 $1.6M 30k 53.20
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.7 $1.1M 23k 49.21
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.7 $1.0M 7.2k 145.55
Ishares Tr Msci Intl Qualty (IQLT) 0.7 $1.0M 26k 39.37
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $1.0M 26k 38.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $883k 2.0k 436.48
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.6 $859k 12k 73.18
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.5 $792k 5.3k 150.68
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.5 $747k 12k 60.05
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $736k 18k 41.99
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $702k 16k 44.67
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $687k 3.8k 181.84
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.4 $620k 12k 51.68
Ishares Tr Faln Angls Usd (FALN) 0.4 $574k 19k 29.95
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $529k 26k 20.31
Wisdomtree Tr Em Ex St-owned (XSOE) 0.3 $504k 14k 36.86
Global X Fds Millennial Consu (MILN) 0.3 $472k 11k 42.58
Spdr Ser Tr Bloomberg Conv (CWB) 0.3 $408k 4.9k 82.91
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 0.2 $360k 13k 27.54
Ishares Tr Core Div Grwth (DGRO) 0.2 $359k 6.5k 55.62
Etfis Ser Tr I Virtus Newfleet (NFLT) 0.2 $350k 14k 25.13
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $294k 3.8k 76.66
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $266k 1.6k 163.79
First Tr Exchange Traded Wtr Etf (FIW) 0.2 $265k 2.8k 94.71
Ishares Tr National Mun Etf (MUB) 0.2 $237k 2.0k 116.46
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $234k 2.9k 80.44
Ishares Tr Msci Usa Value (VLUE) 0.1 $219k 2.0k 109.28
Ishares Msci Emerg Mrkt (EEMV) 0.1 $215k 3.4k 62.90
Ishares Tr Conv Bd Etf (ICVT) 0.1 $207k 2.3k 89.19
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $141k 15k 9.66