$116 Million is the total value of Leicht Financial Planning & Wealth Management, Inc.'s 25 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSJI | Buy | CLAYMORE EXCHANGE TRD FD TRgug blt2018 hy | $24,686,000 | +37.2% | 982,275 | +37.1% | 21.34% | +41.3% |
| BSJJ | Buy | CLAYMORE EXCHANGE TRD FD TRgug bul 2019 hy | $20,673,000 | +6.6% | 854,193 | +7.7% | 17.87% | +9.7% |
| BSJK | Buy | CLAYMORE EXCHANGE TRD FD TRgug bul 2020 hy | $20,161,000 | +5.2% | 831,026 | +6.8% | 17.43% | +8.3% |
| VLUE | Buy | ISHARES TRedge msci usa vl | $8,819,000 | +5.9% | 110,058 | +13.4% | 7.62% | +9.0% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $2,163,000 | +17.6% | 45,637 | +21.6% | 1.87% | +21.2% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $2,135,000 | +18.3% | 33,220 | +22.0% | 1.84% | +21.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 20 | Q3 2023 | 7.3% |
| SPDR SER TR | 16 | Q3 2023 | 19.1% |
| SELECT SECTOR SPDR TR | 16 | Q3 2023 | 9.8% |
| SPDR SER TR | 16 | Q3 2023 | 8.4% |
| SELECT SECTOR SPDR TR | 15 | Q3 2023 | 3.1% |
| SPDR SER TR | 14 | Q3 2023 | 18.4% |
| SPDR SER TR | 14 | Q3 2023 | 9.2% |
| SCHWAB STRATEGIC TR | 14 | Q1 2020 | 11.2% |
| VANGUARD INDEX FDS | 14 | Q1 2020 | 14.3% |
| ISHARES TR | 14 | Q1 2020 | 9.0% |
View Leicht Financial Planning & Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-11-08 |
| 13F-HR/A | 2022-10-31 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-26 |
View Leicht Financial Planning & Wealth Management, Inc.'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.