Wealth Management Resources

Wealth Management Resources as of June 30, 2022

Portfolio Holdings for Wealth Management Resources

Wealth Management Resources holds 40 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 11.4 $19M 367k 50.33
Schwab Strategic Tr Us Dividend Eq (SCHD) 9.3 $15M 211k 71.63
Wisdomtree Tr Us Qtly Div Grt (DGRW) 6.6 $11M 187k 57.31
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 6.0 $9.7M 185k 52.28
Ssga Active Etf Tr Blackstone Senr (SRLN) 5.7 $9.3M 222k 41.64
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) 5.6 $9.0M 19k 486.95
Vanguard Malvern Fds Strm Infproidx (VTIP) 5.5 $8.9M 179k 50.12
Ishares Tr Msci Usa Smcp Mn (SMMV) 5.4 $8.8M 257k 34.07
Ishares Tr Msci Usa Min Vol (USMV) 4.7 $7.6M 108k 70.21
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 4.2 $6.9M 184k 37.42
Invesco Actively Managed Etf Total Return (GTO) 4.1 $6.7M 140k 48.15
Spdr Index Shs Fds S&p Gblinf Etf (GII) 4.0 $6.5M 122k 53.44
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.9 $6.4M 138k 46.53
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.9 $6.3M 126k 49.92
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 3.5 $5.6M 312k 18.04
Schwab Strategic Tr Us Reit Etf (SCHH) 3.4 $5.6M 264k 21.09
Global X Fds Glb X Mlp Enrg I (MLPX) 3.0 $4.8M 126k 38.11
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.5 $2.4M 47k 50.61
First Tr Exchange Traded Wtr Etf (FIW) 1.2 $2.0M 2.8k 719.79
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.9 $1.5M 35k 41.99
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $932k 30k 31.44
Apple (AAPL) 0.5 $867k 6.3k 136.73
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $740k 12k 62.41
Ishares Tr Msci Intl Qualty (IQLT) 0.4 $725k 24k 30.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $702k 2.0k 347.01
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $684k 6.1k 111.76
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $677k 17k 39.67
Wisdomtree Tr Em Ex St-owned (XSOE) 0.4 $635k 22k 28.69
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.4 $573k 16k 35.95
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $518k 3.8k 136.42
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.3 $488k 7.6k 64.54
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $452k 12k 36.86
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.3 $408k 3.1k 130.94
Ishares Glb Agric Pr Etf (VEGI) 0.2 $311k 7.9k 39.25
Ishares Tr Core Div Grwth (DGRO) 0.2 $311k 6.5k 47.70
Ishares Tr Faln Angls Usd (FALN) 0.2 $299k 12k 24.66
Spdr Ser Tr Russell Yield (ONEY) 0.2 $296k 3.3k 89.05
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $289k 6.1k 47.21
Global X Fds Millennial Consu (MILN) 0.2 $271k 10k 25.98
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $134k 24k 5.59