$273 Million is the total value of WT Wealth Management's 123 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| REMX | New | VANECK ETF TRUSTrare earth/strtg | $4,185,000 | – | 37,304 | +100.0% | 1.54% | – |
| New | INNOVATOR ETFS TRs&p invt grd pfd | $3,457,000 | – | 144,232 | +100.0% | 1.27% | – | |
| ALTL | New | PACER FDS TRlunt lrg cp altr | $1,715,000 | – | 37,399 | +100.0% | 0.63% | – |
| EMXC | New | ISHARES INCmsci emrg chn | $1,693,000 | – | 27,903 | +100.0% | 0.62% | – |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $1,077,000 | – | 16,196 | +100.0% | 0.40% | – |
| DRIV | New | GLOBAL X FDSautonmous ev etf | $439,000 | – | 14,367 | +100.0% | 0.16% | – |
| MELI | New | MERCADOLIBRE INC | $382,000 | – | 283 | +100.0% | 0.14% | – |
| JNJ | New | JOHNSON & JOHNSON | $245,000 | – | 1,433 | +100.0% | 0.09% | – |
| CSCO | New | CISCO SYS INC | $244,000 | – | 3,855 | +100.0% | 0.09% | – |
| ESGE | New | ISHARES INCesg awr msci em | $224,000 | – | 5,624 | +100.0% | 0.08% | – |
| ABBV | New | ABBVIE INC | $216,000 | – | 1,596 | +100.0% | 0.08% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $204,000 | – | 2,526 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
Signatures
The EDGAR filing(s) were signed by:
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.