| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -2,550 | -100.0% | -0.06% | – |
| IRT | Exit | INDEPENDENCE RLTY TR INC | $0 | – | -10,488 | -100.0% | -0.06% | – |
| VGIT | Exit | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | -3,600 | -100.0% | -0.06% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -1,023 | -100.0% | -0.06% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -5,162 | -100.0% | -0.06% | – |
| TSLA | Exit | TESLA INC | $0 | – | -340 | -100.0% | -0.06% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -5,548 | -100.0% | -0.06% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -1,294 | -100.0% | -0.07% | – |
| EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -3,712 | -100.0% | -0.07% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -1,090 | -100.0% | -0.07% | – |
| CSX | Exit | CSX CORP | $0 | – | -8,206 | -100.0% | -0.07% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -1,235 | -100.0% | -0.07% | – |
| C | Exit | CITIGROUP INC | $0 | – | -5,697 | -100.0% | -0.07% | – |
| GWW | Exit | GRAINGER W W INC | $0 | – | -616 | -100.0% | -0.08% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -6,354 | -100.0% | -0.09% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -10,370 | -100.0% | -0.09% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,267 | -100.0% | -0.10% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -3,061 | -100.0% | -0.10% | – |
| Exit | DIMENSIONAL ETF TRUSTus mktwide value | $0 | – | -12,064 | -100.0% | -0.11% | – | |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -2,213 | -100.0% | -0.11% | – |
| ABCB | Exit | AMERIS BANCORP | $0 | – | -10,000 | -100.0% | -0.11% | – |
| KO | Exit | COCA COLA CO | $0 | – | -6,436 | -100.0% | -0.11% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -3,921 | -100.0% | -0.12% | – |
| DFUS | Exit | DIMENSIONAL ETF TRUSTus equity etf | $0 | – | -10,092 | -100.0% | -0.12% | – |
| T | Exit | AT&T INC | $0 | – | -20,282 | -100.0% | -0.12% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -8,894 | -100.0% | -0.13% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -222 | -100.0% | -0.14% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -3,166 | -100.0% | -0.14% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -10,542 | -100.0% | -0.14% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -3,519 | -100.0% | -0.14% | – |
| PSTG | Exit | PURE STORAGE INCcl a | $0 | – | -21,066 | -100.0% | -0.15% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -3,925 | -100.0% | -0.16% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -4,866 | -100.0% | -0.18% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -4,873 | -100.0% | -0.19% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -6,660 | -100.0% | -0.20% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -9,575 | -100.0% | -0.20% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -9,677 | -100.0% | -0.22% | – |
| ACWI | Exit | ISHARES TRmsci acwi etf | $0 | – | -9,288 | -100.0% | -0.22% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -9,450 | -100.0% | -0.23% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -16,075 | -100.0% | -0.23% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -14,930 | -100.0% | -0.25% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -10,047 | -100.0% | -0.25% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -13,016 | -100.0% | -0.26% | – |
| PGF | Exit | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $0 | – | -80,446 | -100.0% | -0.35% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -30,343 | -100.0% | -0.38% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -9,359 | -100.0% | -0.38% | – |
| GPC | Exit | GENUINE PARTS CO | $0 | – | -10,298 | -100.0% | -0.38% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -21,649 | -100.0% | -0.39% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -9,312 | -100.0% | -0.49% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -9,535 | -100.0% | -0.69% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -8,957 | -100.0% | -0.70% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -16,385 | -100.0% | -0.78% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -10,627 | -100.0% | -0.82% | – |
| AAPL | Exit | APPLE INC | $0 | – | -24,322 | -100.0% | -0.93% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -14,556 | -100.0% | -1.14% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -16,678 | -100.0% | -1.77% | – |
| ICSH | Exit | ISHARES TRblackrock ultra | $0 | – | -200,676 | -100.0% | -2.82% | – |
| SVAL | Exit | ISHARES TRus sml cp value | $0 | – | -483,601 | -100.0% | -3.62% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -309,283 | -100.0% | -5.11% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -212,599 | -100.0% | -5.99% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -125,604 | -100.0% | -7.71% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -323,481 | -100.0% | -12.18% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -310,588 | -100.0% | -12.50% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -133,540 | -100.0% | -14.21% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -362,414 | -100.0% | -21.13% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2022 | 29.9% |
| VANGUARD SPECIALIZED FUNDS | 15 | Q2 2022 | 21.1% |
| ISHARES TR | 15 | Q2 2022 | 15.3% |
| ISHARES TR | 15 | Q2 2022 | 9.7% |
| SPDR S&P 500 ETF TR | 15 | Q2 2022 | 11.2% |
| ISHARES TR | 15 | Q2 2022 | 2.8% |
| APPLE INC | 15 | Q2 2022 | 2.8% |
| MICROSOFT CORP | 15 | Q2 2022 | 1.5% |
| ISHARES TR | 15 | Q2 2022 | 1.7% |
| ACCENTURE PLC IRELAND | 15 | Q2 2022 | 1.1% |
View BT Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2022-07-26 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-01 |
| 13F-HR | 2021-07-28 |
| 13F-HR | 2021-05-06 |
| 13F-HR | 2021-02-04 |
| 13F-HR | 2020-10-23 |
| 13F-HR | 2020-07-21 |
View BT Wealth Management LLC'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.