| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBDR | Exit | IBONDS DEC2026ishares tr | $0 | – | -759 | -100.0% | -0.00% | – |
| ACWI | Exit | MSCI ACWI ETFishares tr | $0 | – | -532 | -100.0% | -0.01% | – |
| VWO | Exit | FTSE EMR MKT ETFvanguard intl equity index f | $0 | – | -5,496 | -100.0% | -0.02% | – |
| SCHV | Exit | US LCAP VA ETFschwab strategic tr | $0 | – | -3,261 | -100.0% | -0.03% | – |
| SGOV | Exit | 0-3 MNTH TREASRYishares tr | $0 | – | -2,512 | -100.0% | -0.03% | – |
| IWV | Exit | RUSSELL 3000 ETFishares tr | $0 | – | -850 | -100.0% | -0.03% | – |
| EAGG | Exit | ESG AWR US AGRGTishares tr | $0 | – | -5,781 | -100.0% | -0.03% | – |
| IBDP | Exit | IBONDS DEC24 ETFishares tr | $0 | – | -15,040 | -100.0% | -0.04% | – |
| ESML | Exit | ESG AWARE MSCIishares tr | $0 | – | -9,533 | -100.0% | -0.04% | – |
| EMXC | Exit | MSCI EMRG CHNishares inc | $0 | – | -6,820 | -100.0% | -0.04% | – |
| ESGD | Exit | ESG AW MSCI EAFEishares tr | $0 | – | -5,169 | -100.0% | -0.05% | – |
| DIA | Exit | UT SER 1spdr dow jones indl average | $0 | – | -1,133 | -100.0% | -0.05% | – |
| VO | Exit | MID CAP ETFvanguard index fds | $0 | – | -1,882 | -100.0% | -0.05% | – |
| Exit | B-BBB CLO ETFjanus detroit str tr | $0 | – | -9,632 | -100.0% | -0.05% | – | |
| IEMG | Exit | CORE MSCI EMKTishares inc | $0 | – | -9,811 | -100.0% | -0.06% | – |
| VOE | Exit | MCAP VL IDXVIPvanguard index fds | $0 | – | -3,336 | -100.0% | -0.06% | – |
| IXUS | Exit | CORE MSCI TOTALishares tr | $0 | – | -9,251 | -100.0% | -0.07% | – |
| IAPR | Exit | INTRNL DEV APRLinnovator etfs tr | $0 | – | -24,839 | -100.0% | -0.07% | – |
| VEU | Exit | ALLWRLD EX USvanguard intl equity index f | $0 | – | -12,514 | -100.0% | -0.08% | – |
| IWS | Exit | RUS MDCP VAL ETFishares tr | $0 | – | -6,411 | -100.0% | -0.09% | – |
| VB | Exit | SMALL CP ETFvanguard index fds | $0 | – | -3,665 | -100.0% | -0.09% | – |
| EEM | Exit | MSCI EMG MKT ETFishares tr | $0 | – | -22,185 | -100.0% | -0.10% | – |
| IWR | Exit | RUS MID CAP ETFishares tr | $0 | – | -11,351 | -100.0% | -0.10% | – |
| VXF | Exit | EXTEND MKT ETFvanguard index fds | $0 | – | -5,735 | -100.0% | -0.11% | – |
| ILCB | Exit | MORNINGSTR US EQishares tr | $0 | – | -14,032 | -100.0% | -0.11% | – |
| Exit | INTRNL DEV MARinnovator etfs tr | $0 | – | -40,691 | -100.0% | -0.12% | – | |
| IJJ | Exit | S&P MC 400VL ETFishares tr | $0 | – | -10,323 | -100.0% | -0.14% | – |
| SPGI | Exit | COMs&p global inc | $0 | – | -3,721 | -100.0% | -0.18% | – |
| IEFA | Exit | CORE MSCI EAFEishares tr | $0 | – | -25,356 | -100.0% | -0.21% | – |
| IJT | Exit | S&P SML 600 GWTishares tr | $0 | – | -16,414 | -100.0% | -0.24% | – |
| VTV | Exit | VALUE ETFvanguard index fds | $0 | – | -15,064 | -100.0% | -0.27% | – |
| IJK | Exit | S&P MC 400GR ETFishares tr | $0 | – | -28,269 | -100.0% | -0.28% | – |
| VUG | Exit | GROWTH ETFvanguard index fds | $0 | – | -8,084 | -100.0% | -0.31% | – |
| IJH | Exit | CORE S&P MCP ETFishares tr | $0 | – | -51,016 | -100.0% | -0.34% | – |
| RSP | Exit | S&P500 EQL WGTinvesco exchange traded fd t | $0 | – | -22,859 | -100.0% | -0.43% | – |
| ACWX | Exit | MSCI ACWI EX USishares tr | $0 | – | -75,613 | -100.0% | -0.44% | – |
| VIG | Exit | DIV APP ETFvanguard specialized funds | $0 | – | -22,999 | -100.0% | -0.46% | – |
| DSI | Exit | MSCI KLD400 SOCishares tr | $0 | – | -45,700 | -100.0% | -0.51% | – |
| PMAY | Exit | US EQTY PWR BUFinnovator etfs tr | $0 | – | -158,838 | -100.0% | -0.57% | – |
| IJS | Exit | SP SMCP600VL ETFishares tr | $0 | – | -52,759 | -100.0% | -0.60% | – |
| PAUG | Exit | US EQTY PWR BFinnovator etfs tr | $0 | – | -175,641 | -100.0% | -0.69% | – |
| POCT | Exit | US EQTY PWR BUFinnovator etfs tr | $0 | – | -166,626 | -100.0% | -0.69% | – |
| PNOV | Exit | US EQTY PWR BUFinnovator etfs tr | $0 | – | -187,526 | -100.0% | -0.74% | – |
| PJUL | Exit | US EQTY PWR BUFinnovator etfs tr | $0 | – | -187,350 | -100.0% | -0.78% | – |
| IWB | Exit | RUS 1000 ETFishares tr | $0 | – | -25,714 | -100.0% | -0.82% | – |
| PAPR | Exit | US EQT PWR BUFinnovator etfs tr | $0 | – | -233,206 | -100.0% | -0.86% | – |
| PJUN | Exit | US EQTY PWR BUFinnovator etfs tr | $0 | – | -231,123 | -100.0% | -0.88% | – |
| PSEP | Exit | US EQTY PWR BUFinnovator etfs tr | $0 | – | -219,834 | -100.0% | -0.88% | – |
| PFEB | Exit | US EQTY PWR BUFinnovator etfs tr | $0 | – | -237,590 | -100.0% | -0.90% | – |
| PMAR | Exit | US EQTY PWR BUFinnovator etfs tr | $0 | – | -232,111 | -100.0% | -0.94% | – |
| IWP | Exit | RUS MD CP GR ETFishares tr | $0 | – | -82,353 | -100.0% | -1.04% | – |
| IWN | Exit | RUS 2000 VAL ETFishares tr | $0 | – | -59,679 | -100.0% | -1.05% | – |
| VOO | Exit | S&P 500 ETF SHSvanguard index fds | $0 | – | -21,434 | -100.0% | -1.14% | – |
| IWO | Exit | RUS 2000 GRW ETFishares tr | $0 | – | -39,917 | -100.0% | -1.19% | – |
| SMMD | Exit | RUSEL 2500 ETFishares tr | $0 | – | -182,255 | -100.0% | -1.32% | – |
| PJAN | Exit | US EQTY PWR BUFinnovator etfs tr | $0 | – | -322,311 | -100.0% | -1.39% | – |
| IWM | Exit | RUSSELL 2000 ETFishares tr | $0 | – | -62,515 | -100.0% | -1.45% | – |
| VEA | Exit | VAN FTSE DEV MKTvanguard tax-managed fds | $0 | – | -305,336 | -100.0% | -1.69% | – |
| AOR | Exit | GRWT ALLOCAT ETFishares tr | $0 | – | -318,981 | -100.0% | -1.96% | – |
| IVV | Exit | CORE S&P500 ETFishares tr | $0 | – | -54,808 | -100.0% | -3.18% | – |
| JAAA | Exit | HENDRSON AAA CLjanus detroit str tr | $0 | – | -583,025 | -100.0% | -3.26% | – |
| EFA | Exit | MSCI EAFE ETFishares tr | $0 | – | -372,465 | -100.0% | -3.28% | – |
| IJR | Exit | CORE S&P SCP ETFishares tr | $0 | – | -323,469 | -100.0% | -3.94% | – |
| PDEC | Exit | US EQTY PWR BUFinnovator etfs tr | $0 | – | -1,083,141 | -100.0% | -4.37% | – |
| IVW | Exit | S&P 500 GRWT ETFishares tr | $0 | – | -508,118 | -100.0% | -4.74% | – |
| SPY | Exit | TR UNITspdr s&p 500 etf tr | $0 | – | -113,297 | -100.0% | -6.56% | – |
| VTI | Exit | TOTAL STK MKTvanguard index fds | $0 | – | -240,015 | -100.0% | -6.88% | – |
| IWD | Exit | RUS 1000 VAL ETFishares tr | $0 | – | -437,499 | -100.0% | -8.65% | – |
| IVE | Exit | S&P 500 VAL ETFishares tr | $0 | – | -462,991 | -100.0% | -9.54% | – |
| IWF | Exit | RUS 1000 GRW ETFishares tr | $0 | – | -501,970 | -100.0% | -18.67% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| RUS 1000 GRW ETF | 31 | Q1 2024 | 22.7% |
| ISHARES TR | 31 | Q1 2024 | 37.0% |
| RUS 1000 VAL ETF | 31 | Q1 2024 | 15.4% |
| TR UNIT | 31 | Q1 2024 | 11.1% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 31 | Q1 2024 | 10.2% |
| MSCI EAFE ETF | 31 | Q1 2024 | 7.3% |
| RUS 2000 GRW ETF | 31 | Q1 2024 | 4.1% |
| RUS 2000 VAL ETF | 31 | Q1 2024 | 3.7% |
| RUSSELL 2000 ETF | 31 | Q1 2024 | 2.7% |
| RUS MD CP GR ETF | 31 | Q1 2024 | 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.