$126 Million is the total value of Leicht Financial Planning & Wealth Management, Inc.'s 20 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
USMF | Exit | WISDOMTREE TRus multifactor | $0 | – | -8,263 | -100.0% | -0.19% | – |
RPV | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $0 | – | -5,136 | -100.0% | -0.20% | – |
MUB | Exit | ISHARES TRnational mun etf | $0 | – | -2,105 | -100.0% | -0.23% | – |
FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -4,997 | -100.0% | -0.24% | – |
BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,350 | -100.0% | -0.24% | – |
IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -1,894 | -100.0% | -0.25% | – |
RPG | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $0 | – | -2,608 | -100.0% | -0.25% | – |
BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -1 | -100.0% | -0.26% | – |
VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -4,420 | -100.0% | -0.27% | – |
VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -3,127 | -100.0% | -0.27% | – |
TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -1,924 | -100.0% | -0.31% | – |
BSCL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -16,530 | -100.0% | -0.34% | – |
BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -3,279 | -100.0% | -0.34% | – |
VNQI | Exit | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $0 | – | -8,449 | -100.0% | -0.35% | – |
TIP | Exit | ISHARES TRtips bd etf | $0 | – | -3,269 | -100.0% | -0.37% | – |
SPBO | Exit | SPDR SER TRportfolio crport | $0 | – | -12,043 | -100.0% | -0.38% | – |
SLQD | Exit | ISHARES TR0-5yr invt gr cp | $0 | – | -7,973 | -100.0% | -0.39% | – |
PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -13,392 | -100.0% | -0.41% | – |
LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -3,635 | -100.0% | -0.43% | – |
SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -5,648 | -100.0% | -0.44% | – |
HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -6,031 | -100.0% | -0.45% | – |
VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -7,007 | -100.0% | -0.47% | – |
SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -12,155 | -100.0% | -0.48% | – |
RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -5,871 | -100.0% | -0.48% | – |
STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -5,737 | -100.0% | -0.55% | – |
BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -28,068 | -100.0% | -0.57% | – |
NEA | Exit | NUVEEN AMT FREE QLTY MUN INC | $0 | – | -44,783 | -100.0% | -0.58% | – |
VWOB | Exit | VANGUARD WHITEHALL FDSemerg mkt bd etf | $0 | – | -8,888 | -100.0% | -0.61% | – |
IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -2,483 | -100.0% | -0.62% | – |
BNDX | Exit | VANGUARD CHARLOTTE FDSintl bd idx etf | $0 | – | -12,106 | -100.0% | -0.66% | – |
ICVT | Exit | ISHARES TRconv bd etf | $0 | – | -13,021 | -100.0% | -0.68% | – |
SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -3,112 | -100.0% | -0.78% | – |
SPTS | Exit | SPDR SER TRportfolio sh tsr | $0 | – | -27,084 | -100.0% | -0.80% | – |
IGIB | Exit | ISHARES TRintrm tr crp etf | $0 | – | -18,576 | -100.0% | -0.99% | – |
VTEB | Exit | VANGUARD MUN BD FD INCtax exempt bd | $0 | – | -20,429 | -100.0% | -1.05% | – |
SIZE | Exit | ISHARES TRusa size factor | $0 | – | -16,093 | -100.0% | -1.10% | – |
VMBS | Exit | VANGUARD SCOTTSDALE FDSmortg-back sec | $0 | – | -25,941 | -100.0% | -1.37% | – |
SPTL | Exit | SPDR SER TRportfolio ln tsr | $0 | – | -35,581 | -100.0% | -1.62% | – |
PCY | Exit | INVESCO EXCHANGE-TRADED FD Temrng mkt svrg | $0 | – | -78,565 | -100.0% | -1.81% | – |
VGIT | Exit | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | -37,340 | -100.0% | -2.55% | – |
ESGE | Exit | ISHARES INCesg msci em etf | $0 | – | -107,549 | -100.0% | -2.85% | – |
USMV | Exit | ISHARES TRmsci min vol etf | $0 | – | -64,540 | -100.0% | -3.37% | – |
QUAL | Exit | ISHARES TRusa quality fctr | $0 | – | -52,719 | -100.0% | -4.15% | – |
ESGU | Exit | ISHARES TResg msci usa etf | $0 | – | -75,132 | -100.0% | -4.18% | – |
IHDG | Exit | WISDOMTREE TRitl hdg qtly div | $0 | – | -217,755 | -100.0% | -6.38% | – |
EPS | Exit | WISDOMTREE TRus largecap fund | $0 | – | -272,183 | -100.0% | -7.40% | – |
SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -272,080 | -100.0% | -7.95% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-10
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.