$117 Million is the total value of Leicht Financial Planning & Wealth Management, Inc.'s 30 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSJI | New | INVESCO EXCH TRD SLF IDX FD | $37,807,000 | – | 1,506,262 | +100.0% | 32.22% | – |
| BSJJ | New | INVESCO EXCH TRD SLF IDX FD | $16,641,000 | – | 687,782 | +100.0% | 14.18% | – |
| BSJK | New | INVESCO EXCH TRD SLF IDX FD | $16,041,000 | – | 661,961 | +100.0% | 13.67% | – |
| IBDK | New | ISHARES TRibonds dec19 etf | $4,400,000 | – | 177,910 | +100.0% | 3.75% | – |
| IBDL | New | ISHARES TRibonds dec20 etf | $4,277,000 | – | 171,748 | +100.0% | 3.65% | – |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $3,260,000 | – | 28,294 | +100.0% | 2.78% | – |
| RPV | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $2,806,000 | – | 42,772 | +100.0% | 2.39% | – |
| BSJL | New | INVESCO EXCH TRD SLF IDX FD | $2,605,000 | – | 106,069 | +100.0% | 2.22% | – |
| IEMG | New | ISHARES INCcore msci emkt | $825,000 | – | 15,895 | +100.0% | 0.70% | – |
| BSJM | New | INVESCO EXCH TRD SLF IDX FD | $499,000 | – | 20,420 | +100.0% | 0.42% | – |
| BSCJ | New | INVESCO EXCH TRD SLF IDX FD | $376,000 | – | 17,846 | +100.0% | 0.32% | – |
| BSCK | New | INVESCO EXCH TRD SLF IDX FD | $328,000 | – | 15,525 | +100.0% | 0.28% | – |
| LRGF | New | ISHARES TRmultifactor usa | $246,000 | – | 7,675 | +100.0% | 0.21% | – |
| PDBC | New | INVESCO ACTIVELY MANAGD ETFoptimum yield | $233,000 | – | 12,896 | +100.0% | 0.20% | – |
| PFF | New | ISHARES TRs&p us pfd stk | $223,000 | – | 5,883 | +100.0% | 0.19% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $220,000 | – | 1,120 | +100.0% | 0.19% | – |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $204,000 | – | 3,249 | +100.0% | 0.17% | – |
| STIP | New | ISHARES TR0-5 yr tips etf | $201,000 | – | 2,027 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-16
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.