$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| BSJL | Sell | CLAYMORE EXCHANGE TRD FD TR2021 hg yld cb | $12,990,000 | -30.3% | 529,327 | -28.8% | 11.23% | -28.2% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $3,147,000 | -4.8% | 18,492 | -3.6% | 2.72% | -1.9% |
| RPG | Sell | RYDEX ETF TRUSTgug s&p500 pu gr | $3,110,000 | -24.8% | 29,113 | -22.9% | 2.69% | -22.6% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $2,869,000 | -30.0% | 28,477 | -24.8% | 2.48% | -27.9% |
| RPV | Sell | RYDEX ETF TRUSTgug s&p500 pu va | $2,775,000 | -28.1% | 43,863 | -23.0% | 2.40% | -25.9% |
| BSJM | Sell | CLAYMORE EXCHANGE TRD FD TR2022 hg yld cb | $2,679,000 | -30.0% | 109,439 | -28.3% | 2.32% | -27.9% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $2,425,000 | -7.2% | 16,492 | -1.5% | 2.10% | -4.5% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $1,925,000 | -29.0% | 27,602 | -25.5% | 1.66% | -26.8% |
| ITA | Sell | ISHARES TRus aer def etf | $1,012,000 | -22.1% | 5,166 | -22.9% | 0.88% | -19.7% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $829,000 | -10.1% | 11,018 | -6.7% | 0.72% | -7.4% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $760,000 | -29.0% | 9,541 | -24.3% | 0.66% | -26.8% |
| BSJN | Sell | CLAYMORE EXCHANGE TRD FD TRgugenhim 2023 | $546,000 | -58.0% | 21,115 | -56.6% | 0.47% | -56.7% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $420,000 | -36.0% | 6,328 | -26.6% | 0.36% | -34.1% |
| BSCK | Sell | CLAYMORE EXCHANGE TRD FD TRgug bull2020 e | $328,000 | -1.8% | 15,525 | -0.9% | 0.28% | +1.4% |
| BSJO | Sell | CLAYMORE EXCHANGE TRD FD TRguggenheim 2024 | $231,000 | -70.0% | 9,315 | -68.7% | 0.20% | -69.0% |
| BSCM | Sell | CLAYMORE EXCHANGE TRD FD TRgugg bulsh 2022 | $219,000 | -20.1% | 10,546 | -18.5% | 0.19% | -17.8% |
| USMV | Sell | ISHARES TRmin vol usa etf | $204,000 | -8.9% | 4,026 | -3.8% | 0.18% | -6.4% |
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.