Wealth Management Resources

Wealth Management Resources as of Dec. 31, 2024

Portfolio Holdings for Wealth Management Resources

Wealth Management Resources holds 31 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 12.4 $34M 502k 67.03
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 10.1 $27M 610k 44.87
Ishares Tr 7-10 Yr Trsy Bd (IEF) 9.8 $27M 288k 92.45
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 9.7 $26M 298k 87.90
Schwab Strategic Tr Us Dividend Eq (SCHD) 8.7 $24M 865k 27.32
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 5.8 $16M 359k 43.47
Ishares Tr Core 1 5 Yr Usd (ISTB) 5.2 $14M 297k 47.77
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.1 $14M 750k 18.50
Ishares Tr Msci Usa Min Vol (USMV) 4.5 $12M 137k 88.79
Ishares Tr Msci Usa Smcp Mn (SMMV) 4.3 $12M 283k 41.46
Wisdomtree Tr Em Ex St-owned (XSOE) 3.4 $9.1M 300k 30.48
Spdr Ser Tr Portfolio S&p400 (SPMD) 3.4 $9.1M 166k 54.69
Schwab Strategic Tr Us Reit Etf (SCHH) 2.8 $7.7M 364k 21.06
Ishares Tr National Mun Etf (MUB) 2.3 $6.3M 59k 106.55
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.1 $5.8M 85k 68.94
Vanguard Index Fds Value Etf (VTV) 1.4 $3.9M 23k 169.31
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.4 $3.8M 46k 80.93
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.3 $3.5M 78k 44.92
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.9 $2.5M 196k 12.99
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.9 $2.5M 24k 104.88
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.8 $2.3M 89k 25.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $2.2M 4.1k 538.86
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $1.5M 29k 51.14
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.5 $1.2M 24k 50.88
Vanguard World Health Car Etf (VHT) 0.4 $1.1M 4.4k 253.73
Ishares Tr Us Infrastruc (IFRA) 0.3 $935k 20k 46.29
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $863k 17k 50.13
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.3 $732k 9.4k 77.90
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $405k 8.5k 47.39
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $273k 11k 25.83
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.1 $211k 8.6k 24.65