$103 Million is the total value of Leicht Financial Planning & Wealth Management, Inc.'s 53 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 83.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTI | Buy | SPDR SER TRportfli intrmdit | $19,758,000 | +632.9% | 596,359 | +584.2% | 19.10% | +678.4% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $8,687,000 | +789.2% | 255,619 | +824.1% | 8.40% | +844.7% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $8,224,000 | +1500.0% | 272,080 | +1901.8% | 7.95% | +1598.9% |
| EPS | New | WISDOMTREE TRus largecap fund | $7,655,000 | – | 272,183 | +100.0% | 7.40% | – |
| IHDG | Buy | WISDOMTREE TRitl hdg qtly div | $6,596,000 | +2925.7% | 217,755 | +3524.4% | 6.38% | +3120.7% |
| MBB | Buy | ISHARES TRmbs etf | $6,193,000 | +565.2% | 55,947 | +549.6% | 5.99% | +606.8% |
| ESGU | New | ISHARES TResg msci usa etf | $4,328,000 | – | 75,132 | +100.0% | 4.18% | – |
| QUAL | Buy | ISHARES TRusa quality fctr | $4,290,000 | +70.0% | 52,719 | +111.1% | 4.15% | +80.5% |
| ESGE | New | ISHARES INCesg msci em etf | $2,950,000 | – | 107,549 | +100.0% | 2.85% | – |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $2,227,000 | +756.5% | 91,020 | +991.1% | 2.15% | +808.4% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $2,185,000 | +987.1% | 27,181 | +1138.3% | 2.11% | +1054.1% |
| PCY | Buy | INVESCO EXCHANGE-TRADED FD Temrng mkt svrg | $1,876,000 | +647.4% | 78,565 | +826.0% | 1.81% | +695.6% |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $1,678,000 | +455.6% | 35,581 | +358.7% | 1.62% | +489.8% |
| VRIG | Buy | INVESCO ACTIVELY MANAGED ETFvar rate invt | $1,644,000 | +165.2% | 72,248 | +191.0% | 1.59% | +181.7% |
| SIZE | Buy | ISHARES TRusa size factor | $1,139,000 | -19.2% | 16,093 | +11.1% | 1.10% | -14.3% |
| VTEB | New | VANGUARD MUN BD FD INCtax exempt bd | $1,082,000 | – | 20,429 | +100.0% | 1.05% | – |
| SPTS | New | SPDR SER TRportfolio sh tsr | $828,000 | – | 27,084 | +100.0% | 0.80% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $802,000 | – | 3,112 | +100.0% | 0.78% | – |
| SPBO | New | SPDR SER TRportfolio crport | $395,000 | – | 12,043 | +100.0% | 0.38% | – |
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $272,000 | – | 1 | +100.0% | 0.26% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $247,000 | – | 1,350 | +100.0% | 0.24% | – |
| MUB | New | ISHARES TRnational mun etf | $238,000 | – | 2,105 | +100.0% | 0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-13
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.