| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Exit | SPDR S&P 500 ETF TRcall | $0 | – | -100 | -100.0% | -0.00% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -994 | -100.0% | -0.04% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -883 | -100.0% | -0.05% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -582 | -100.0% | -0.06% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -893 | -100.0% | -0.06% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -1,299 | -100.0% | -0.06% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -5,750 | -100.0% | -0.06% | – |
| IBDM | Exit | ISHARES TRibonds dec21 etf | $0 | – | -13,232 | -100.0% | -0.07% | – |
| IBDP | Exit | ISHARES TRibonds dec24 etf | $0 | – | -12,487 | -100.0% | -0.07% | – |
| IBDQ | Exit | ISHARES TRibonds dec25 etf | $0 | – | -12,897 | -100.0% | -0.07% | – |
| IBDO | Exit | ISHARES TRibonds dec23 etf | $0 | – | -13,340 | -100.0% | -0.07% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -6,462 | -100.0% | -0.07% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -4,469 | -100.0% | -0.07% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -4,616 | -100.0% | -0.08% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -2,885 | -100.0% | -0.08% | – |
| IBDN | Exit | ISHARES TRibonds dec22 etf | $0 | – | -16,070 | -100.0% | -0.08% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -5,216 | -100.0% | -0.08% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -3,263 | -100.0% | -0.08% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -4,524 | -100.0% | -0.10% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -8,027 | -100.0% | -0.11% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -8,273 | -100.0% | -0.12% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -12,363 | -100.0% | -0.13% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -5,758 | -100.0% | -0.15% | – |
| AOM | Exit | ISHARES TRmodert alloc etf | $0 | – | -17,693 | -100.0% | -0.16% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -10,962 | -100.0% | -0.16% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -3,806 | -100.0% | -0.16% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -15,626 | -100.0% | -0.19% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -3,651 | -100.0% | -0.19% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -14,877 | -100.0% | -0.20% | – |
| ILCB | Exit | ISHARES TRmorningstr us eq | $0 | – | -4,463 | -100.0% | -0.20% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -5,863 | -100.0% | -0.21% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -10,295 | -100.0% | -0.21% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -2,466 | -100.0% | -0.23% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -11,156 | -100.0% | -0.29% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -28,936 | -100.0% | -0.31% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -12,563 | -100.0% | -0.33% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -8,637 | -100.0% | -0.45% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -19,874 | -100.0% | -0.56% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -20,564 | -100.0% | -0.61% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -27,065 | -100.0% | -0.62% | – |
| SMMD | Exit | ISHARES TRrusel 2500 etf | $0 | – | -52,874 | -100.0% | -0.67% | – |
| ACWX | Exit | ISHARES TRmsci acwi ex us | $0 | – | -72,148 | -100.0% | -0.80% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -42,406 | -100.0% | -0.86% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -13,138 | -100.0% | -1.05% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -23,755 | -100.0% | -1.07% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -22,262 | -100.0% | -1.63% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -79,693 | -100.0% | -1.63% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -59,160 | -100.0% | -1.90% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -127,876 | -100.0% | -1.95% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -42,062 | -100.0% | -2.54% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -60,904 | -100.0% | -2.70% | – |
| VEA | Exit | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $0 | – | -333,223 | -100.0% | -3.29% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -281,448 | -100.0% | -3.68% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -193,959 | -100.0% | -4.23% | – |
| AOR | Exit | ISHARES TRgrwt allocat etf | $0 | – | -743,709 | -100.0% | -8.00% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -273,956 | -100.0% | -8.34% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -108,078 | -100.0% | -8.60% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -222,037 | -100.0% | -9.22% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -353,275 | -100.0% | -10.02% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -429,997 | -100.0% | -20.99% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| RUS 1000 GRW ETF | 29 | Q3 2023 | 22.7% |
| ISHARES TR | 29 | Q3 2023 | 37.0% |
| RUS 1000 VAL ETF | 29 | Q3 2023 | 15.4% |
| TR UNIT | 29 | Q3 2023 | 11.1% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 29 | Q3 2023 | 10.2% |
| MSCI EAFE ETF | 29 | Q3 2023 | 7.3% |
| RUS 2000 GRW ETF | 29 | Q3 2023 | 4.1% |
| RUS 2000 VAL ETF | 29 | Q3 2023 | 3.7% |
| RUSSELL 2000 ETF | 29 | Q3 2023 | 2.7% |
| RUS MD CP GR ETF | 29 | Q3 2023 | 2.6% |
View Strategic Wealth Partners Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-11 |
View Strategic Wealth Partners Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.