Wealth Management Resources

Wealth Management Resources as of Dec. 31, 2023

Portfolio Holdings for Wealth Management Resources

Wealth Management Resources holds 38 positions in its portfolio as reported in the December 2023 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 $21M 277k 76.13
Ishares Tr 7-10 Yr Trsy Bd (IEF) 8.3 $18M 184k 96.39
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 6.8 $15M 316k 46.04
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 6.7 $14M 219k 65.06
Ishares Tr Msci Usa Min Vol (USMV) 6.7 $14M 183k 78.03
Wisdomtree Tr Us Qtly Div Grt (DGRW) 6.0 $13M 181k 70.28
Schwab Strategic Tr Us Tips Etf (SCHP) 5.4 $12M 222k 52.20
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 5.4 $12M 118k 98.04
Ishares Tr Msci Usa Smcp Mn (SMMV) 5.3 $11M 317k 35.69
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 5.1 $11M 257k 41.99
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 3.9 $8.3M 154k 54.08
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.8 $8.0M 168k 47.56
Ishares Tr Us Infrastruc (IFRA) 3.5 $7.5M 187k 40.27
Schwab Strategic Tr Us Reit Etf (SCHH) 3.5 $7.4M 355k 20.71
Vanguard World Fds Health Car Etf (VHT) 2.9 $6.1M 25k 250.71
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 2.3 $4.9M 366k 13.30
Ishares Tr National Mun Etf (MUB) 2.0 $4.3M 39k 108.41
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 2.0 $4.2M 81k 51.66
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.8 $3.8M 104k 36.96
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.2 $2.6M 53k 48.72
Wisdomtree Tr Em Ex St-owned (XSOE) 0.9 $2.0M 69k 28.88
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.8 $1.7M 68k 25.30
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.8 $1.7M 23k 72.15
Apple (AAPL) 0.7 $1.5M 7.6k 192.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.2M 2.6k 436.93
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.1M 200.00 5426.25
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $1.1M 23k 46.63
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $1.0M 25k 42.18
Ishares Tr Msci Intl Qualty (IQLT) 0.4 $932k 25k 37.56
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.4 $853k 18k 47.00
Vanguard Index Fds Value Etf (VTV) 0.3 $723k 4.8k 149.51
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $454k 9.5k 47.79
Ishares Tr Core Div Grwth (DGRO) 0.2 $351k 6.5k 53.83
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) 0.2 $322k 6.5k 49.20
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $315k 3.8k 82.97
Spdr Ser Tr S&p Kensho Futre (FITE) 0.1 $275k 5.0k 55.15
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $237k 3.4k 70.12
Exxon Mobil Corporation (XOM) 0.1 $233k 2.3k 100.01