$151 Million is the total value of WT Wealth Management's 105 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TRs&p 500 grwt etf | $301,000 | +11.5% | 1,305 | 0.0% | 0.20% | -8.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 17 | Q3 2023 | 20.7% |
| SCHWAB STRATEGIC TR | 17 | Q3 2023 | 6.9% |
| INVESCO EXCH TRADED FD TR II | 17 | Q3 2023 | 5.3% |
| ISHARES TR | 17 | Q3 2023 | 5.4% |
| ISHARES TR | 17 | Q3 2023 | 5.6% |
| AMAZON COM INC | 17 | Q3 2023 | 2.9% |
| ABRDN GOLD ETF TRUST | 17 | Q3 2023 | 5.8% |
| APPLE INC | 17 | Q3 2023 | 2.6% |
| SCHWAB STRATEGIC TR | 17 | Q3 2023 | 7.4% |
| ALPHABET INC | 17 | Q3 2023 | 2.3% |
View WT Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-12-04 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-01-19 |
| 13F-HR | 2021-10-15 |
View WT Wealth Management'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.