Wealth Management Resources

Wealth Management Resources as of March 31, 2023

Portfolio Holdings for Wealth Management Resources

Wealth Management Resources holds 44 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.5 $17M 232k 73.16
Wisdomtree Tr Floatng Rat Trea (USFR) 9.3 $15M 300k 50.27
Wisdomtree Tr Us Qtly Div Grt (DGRW) 7.3 $12M 190k 62.34
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 7.0 $11M 207k 55.36
Vanguard Malvern Fds Strm Infproidx (VTIP) 6.0 $9.7M 203k 47.82
Ishares Tr Msci Usa Smcp Mn (SMMV) 5.7 $9.2M 266k 34.68
Ishares Tr Msci Usa Min Vol (USMV) 5.4 $8.8M 121k 72.70
Ishares Tr 7-10 Yr Trsy Bd (IEF) 5.4 $8.7M 88k 99.12
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 5.1 $8.3M 210k 39.43
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 5.1 $8.3M 457k 18.10
Spdr Index Shs Fds S&p Gblinf Etf (GII) 4.6 $7.5M 138k 54.47
Ishares Tr Fltg Rate Nt Etf (FLOT) 4.5 $7.4M 147k 50.39
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.3 $7.0M 152k 46.19
Schwab Strategic Tr Us Reit Etf (SCHH) 3.6 $5.9M 304k 19.50
Global X Fds Glb X Mlp Enrg I (MLPX) 3.4 $5.5M 137k 40.00
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.6 $2.7M 52k 50.94
Ishares Tr Msci Intl Qualty (IQLT) 1.0 $1.7M 56k 30.21
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $1.7M 47k 35.13
Schwab Strategic Tr Us Tips Etf (SCHP) 0.7 $1.1M 21k 53.61
Apple (AAPL) 0.7 $1.1M 6.4k 164.91
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.6 $1.0M 23k 43.94
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) 0.6 $902k 19k 48.46
Wisdomtree Tr Em Ex St-owned (XSOE) 0.5 $891k 32k 27.83
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.5 $797k 19k 41.46
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $766k 6.2k 123.70
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $758k 12k 65.25
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.4 $706k 11k 67.07
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.4 $603k 16k 37.77
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $550k 4.0k 139.03
Ishares Msci Agriculture (VEGI) 0.3 $547k 13k 42.07
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $528k 11k 46.93
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.3 $484k 4.1k 116.78
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $471k 1.00 471270.00
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $469k 12k 40.72
Ishares Tr Core Div Grwth (DGRO) 0.3 $438k 8.5k 51.26
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $412k 7.5k 54.60
Spdr Ser Tr S&p Kensho Futre (FITE) 0.2 $344k 7.4k 46.40
Ishares Tr Faln Angls Usd (FALN) 0.2 $326k 13k 25.27
Spdr Ser Tr Russell Yield (ONEY) 0.2 $318k 3.4k 94.30
Global X Fds Millennial Consu (MILN) 0.2 $311k 10k 29.75
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $307k 6.3k 48.79
First Tr Exchange Traded Wtr Etf (FIW) 0.2 $301k 4.5k 67.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $300k 798.00 376.07
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $204k 3.1k 65.18