| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DE | Exit | DEERE & CO | $0 | – | -513 | -100.0% | -0.06% | – |
| BAR | Exit | GRANITESHARES GOLD TR | $0 | – | -11,521 | -100.0% | -0.07% | – |
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -20,968 | -100.0% | -0.07% | – |
| KO | Exit | COCA COLA CO | $0 | – | -4,896 | -100.0% | -0.08% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -628 | -100.0% | -0.09% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -8,907 | -100.0% | -0.09% | – |
| WMT | Exit | WALMART INC | $0 | – | -1,747 | -100.0% | -0.09% | – |
| SPIP | Exit | SPDR SER TRportfli tips etf | $0 | – | -11,474 | -100.0% | -0.09% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -5,338 | -100.0% | -0.09% | – |
| JMUB | Exit | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $0 | – | -6,035 | -100.0% | -0.09% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -1,905 | -100.0% | -0.10% | – |
| AOA | Exit | ISHARES TRaggres alloc etf | $0 | – | -4,824 | -100.0% | -0.10% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -4,344 | -100.0% | -0.10% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -6,361 | -100.0% | -0.10% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -6,893 | -100.0% | -0.10% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -1,998 | -100.0% | -0.11% | – |
| FMB | Exit | FIRST TR EXCH TRADED FD IIImanagd mun etf | $0 | – | -7,069 | -100.0% | -0.11% | – |
| CSX | Exit | CSX CORP | $0 | – | -10,952 | -100.0% | -0.11% | – |
| SGOV | Exit | ISHARES TR0-3 mnth treasry | $0 | – | -3,577 | -100.0% | -0.11% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -9,000 | -100.0% | -0.12% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -3,716 | -100.0% | -0.12% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -896 | -100.0% | -0.12% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -10,919 | -100.0% | -0.13% | – |
| EBND | Exit | SPDR SER TRbloomberg emergi | $0 | – | -21,615 | -100.0% | -0.13% | – |
| HYD | Exit | VANECK ETF TRUSThigh yld munietf | $0 | – | -9,188 | -100.0% | -0.14% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -4,473 | -100.0% | -0.15% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -2,113 | -100.0% | -0.17% | – |
| SCHJ | Exit | SCHWAB STRATEGIC TR1 5yr corp bd | $0 | – | -11,933 | -100.0% | -0.18% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -6,807 | -100.0% | -0.22% | – |
| HYMB | Exit | SPDR SER TRnuveen bloomberg | $0 | – | -30,016 | -100.0% | -0.22% | – |
| SJNK | Exit | SPDR SER TRbloomberg sht te | $0 | – | -32,070 | -100.0% | -0.24% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -7,924 | -100.0% | -0.26% | – |
| SHM | Exit | SPDR SER TRnuveen blmbrg sh | $0 | – | -18,257 | -100.0% | -0.27% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -13,823 | -100.0% | -0.30% | – |
| BUFD | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $0 | – | -48,559 | -100.0% | -0.33% | – |
| VIOV | Exit | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $0 | – | -14,925 | -100.0% | -0.36% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -27,270 | -100.0% | -0.38% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -25,989 | -100.0% | -0.39% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -13,911 | -100.0% | -0.41% | – |
| DNL | Exit | WISDOMTREE TRglb us qtly div | $0 | – | -41,974 | -100.0% | -0.45% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -25,997 | -100.0% | -0.53% | – |
| EWX | Exit | SPDR INDEX SHS FDSs&p emktsc etf | $0 | – | -35,769 | -100.0% | -0.60% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -14,368 | -100.0% | -0.73% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -23,207 | -100.0% | -0.73% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -11,741 | -100.0% | -0.73% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -11,343 | -100.0% | -0.77% | – |
| COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -25,737 | -100.0% | -0.80% | – |
| KLAC | Exit | KLA CORP | $0 | – | -5,340 | -100.0% | -0.82% | – |
| WRB | Exit | BERKLEY W R CORP | $0 | – | -40,972 | -100.0% | -0.85% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -11,408 | -100.0% | -0.88% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -8,419 | -100.0% | -0.88% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -19,140 | -100.0% | -0.88% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -21,648 | -100.0% | -1.01% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -105,481 | -100.0% | -1.05% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -85,158 | -100.0% | -1.05% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -30,057 | -100.0% | -1.06% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -13,815 | -100.0% | -1.09% | – |
| PGR | Exit | PROGRESSIVE CORP | $0 | – | -21,841 | -100.0% | -1.10% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -11,912 | -100.0% | -1.30% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -30,561 | -100.0% | -1.36% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -33,223 | -100.0% | -1.38% | – |
| AAPL | Exit | APPLE INC | $0 | – | -27,917 | -100.0% | -1.56% | – |
| SLYG | Exit | SPDR SER TRs&p 600 smcp grw | $0 | – | -72,964 | -100.0% | -1.69% | – |
| ISCF | Exit | ISHARES TRinternational sl | $0 | – | -193,059 | -100.0% | -1.76% | – |
| LEMB | Exit | ISHARES INCjp morgan em etf | $0 | – | -220,298 | -100.0% | -2.39% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -154,444 | -100.0% | -3.50% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -151,130 | -100.0% | -3.56% | – |
| SPAB | Exit | SPDR SER TRportfolio agrgte | $0 | – | -641,046 | -100.0% | -4.84% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -387,867 | -100.0% | -4.94% | – |
| FNDX | Exit | SCHWAB STRATEGIC TRschwab fdt us lg | $0 | – | -305,059 | -100.0% | -5.45% | – |
| SPMD | Exit | SPDR SER TRportfolio s&p400 | $0 | – | -397,370 | -100.0% | -5.52% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -554,278 | -100.0% | -5.86% | – |
| IBTE | Exit | ISHARES TRibonds 24 trm ts | $0 | – | -874,312 | -100.0% | -6.56% | – |
| IQLT | Exit | ISHARES TRmsci intl qualty | $0 | – | -996,942 | -100.0% | -10.67% | – |
| SPTM | Exit | SPDR SER TRportfoli s&p1500 | $0 | – | -906,044 | -100.0% | -15.28% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 16 | Q3 2023 | 20.8% |
| SPDR SER TR | 16 | Q3 2023 | 15.2% |
| SPDR INDEX SHS FDS | 16 | Q3 2023 | 11.1% |
| SPDR INDEX SHS FDS | 16 | Q3 2023 | 6.7% |
| SPDR SER TR | 16 | Q3 2023 | 4.1% |
| VANGUARD SCOTTSDALE FDS | 16 | Q3 2023 | 3.6% |
| PIMCO ETF TR | 16 | Q3 2023 | 8.9% |
| ISHARES INC | 16 | Q3 2023 | 2.8% |
| ISHARES TR | 16 | Q3 2023 | 2.8% |
| SPDR SER TR | 16 | Q3 2023 | 1.8% |
View Financial Strategies Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-07 |
View Financial Strategies Group, 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.