Wealth Management Resources

Wealth Management Resources as of March 31, 2022

Portfolio Holdings for Wealth Management Resources

Wealth Management Resources holds 43 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.7 $16M 196k 78.89
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 9.0 $13M 196k 66.21
Ishares Tr Msci Usa Min Vol (USMV) 7.8 $11M 146k 77.57
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 6.4 $9.2M 214k 42.94
Vanguard Malvern Fds Strm Infproidx (VTIP) 6.3 $9.1M 177k 51.21
Wisdomtree Tr Us Qtly Div Grt (DGRW) 6.1 $8.9M 140k 63.67
Ssga Active Etf Tr Blackstone Senr (SRLN) 5.8 $8.4M 187k 44.96
Invesco Actively Managed Etf Total Return (GTO) 5.8 $8.4M 160k 52.45
Ishares Tr Msci Usa Smcp Mn (SMMV) 5.4 $7.8M 209k 37.18
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.4 $7.7M 156k 49.77
Spdr Index Shs Fds S&p Gblinf Etf (GII) 5.3 $7.7M 133k 58.08
Schwab Strategic Tr Us Reit Etf (SCHH) 4.5 $6.5M 262k 24.89
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.3 $4.8M 94k 50.52
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.8 $4.0M 81k 49.53
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 2.3 $3.3M 62k 53.06
Schwab Strategic Tr Us Tips Etf (SCHP) 1.5 $2.1M 35k 60.72
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.1 $1.6M 32k 49.92
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) 1.0 $1.5M 30k 49.77
Apple (AAPL) 0.8 $1.1M 6.3k 174.67
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $1.0M 28k 36.70
Ishares Tr Msci Intl Qualty (IQLT) 0.6 $845k 23k 36.88
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.6 $842k 12k 71.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $840k 2.0k 415.22
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $821k 6.1k 134.66
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.6 $804k 17k 47.19
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.5 $751k 16k 47.32
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $712k 17k 41.76
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $665k 16k 42.07
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $637k 3.8k 168.21
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.4 $530k 9.6k 55.17
Wisdomtree Tr Em Ex St-owned (XSOE) 0.4 $524k 16k 32.68
Ishares Tr Faln Angls Usd (FALN) 0.3 $485k 18k 27.74
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.3 $445k 3.1k 143.55
Ishares Glb Agric Pr Etf (VEGI) 0.3 $406k 8.5k 47.59
Spdr Ser Tr Bloomberg Conv (CWB) 0.3 $390k 5.1k 76.98
Global X Fds Millennial Consu (MILN) 0.3 $380k 10k 36.43
Ishares Tr Core Div Grwth (DGRO) 0.2 $346k 6.5k 53.35
Spdr Ser Tr Russell Yield (ONEY) 0.2 $334k 3.3k 101.33
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $243k 3.3k 74.75
First Tr Exchange Traded Wtr Etf (FIW) 0.2 $236k 2.8k 84.23
Ishares Tr Msci Usa Value (VLUE) 0.1 $211k 2.0k 104.56
Ishares Msci Emerg Mrkt (EEMV) 0.1 $209k 3.4k 61.15
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $203k 11k 19.01