Aspire Wealth Management Corp - Q3 2023 holdings

$132 Million is the total value of Aspire Wealth Management Corp's 182 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 13.7% .

 Value Shares↓ Weighting
SCHD SellSCHWAB STRATEGIC TRus dividend eq$7,984,652
-6.7%
112,841
-4.3%
6.07%
-6.3%
XMMO BuyINVESCO EXCHANGE TRADED FD Ts&p mdcp momntum$7,874,196
+3.1%
97,804
+1.8%
5.99%
+3.6%
MOAT BuyVANECK ETF TRUSTmrngstr wde moat$6,869,882
-0.0%
90,584
+5.2%
5.22%
+0.5%
FNDF BuySCHWAB STRATEGIC TRschwb fdt int lg$6,740,966
+14.2%
212,850
+16.5%
5.12%
+14.8%
IWY BuyISHARES TRrus tp200 gr etf$6,541,775
-0.7%
42,526
+2.4%
4.97%
-0.2%
ILCG SellISHARES TRmorningstar grwt$5,981,276
-4.7%
100,273
-0.4%
4.55%
-4.2%
XSVM BuyINVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt$5,587,345
+6.8%
116,040
+3.0%
4.25%
+7.4%
IHDG BuyWISDOMTREE TRitl hdg qtly div$5,176,174
-3.5%
133,613
+0.1%
3.94%
-3.0%
DGRO BuyISHARES TRcore div grwth$4,802,718
-3.4%
96,966
+0.5%
3.65%
-2.9%
ONEY BuySPDR SER TRrussell yield$4,749,978
-3.1%
51,958
+1.0%
3.61%
-2.6%
SPLG BuySPDR SER TRportfolio s&p500$4,388,549
+23.0%
87,317
+27.6%
3.34%
+23.7%
VBR BuyVANGUARD INDEX FDSsm cp val etf$4,236,182
-2.8%
26,561
+0.8%
3.22%
-2.3%
AAPL SellAPPLE INC$3,472,547
-13.3%
20,282
-1.8%
2.64%
-12.8%
LQD SellISHARES TRiboxx inv cp etf$2,926,618
-7.2%
28,687
-1.6%
2.22%
-6.7%
ICVT BuyISHARES TRconv bd etf$2,747,360
+1.2%
37,021
+4.1%
2.09%
+1.7%
FNDX BuySCHWAB STRATEGIC TRschwab fdt us lg$2,230,267
+44.5%
39,848
+48.6%
1.70%
+45.2%
COWZ BuyPACER FDS TRus cash cows 100$2,056,376
+46.9%
41,602
+42.3%
1.56%
+47.7%
MGC BuyVANGUARD WORLD FDmega cap index$1,700,764
-2.6%
11,199
+0.3%
1.29%
-2.1%
VOT SellVANGUARD INDEX FDSmcap gr idxvip$1,691,289
-7.1%
8,684
-1.8%
1.29%
-6.6%
VOO BuyVANGUARD INDEX FDS$1,626,171
+286.1%
4,141
+300.5%
1.24%
+287.5%
XLG BuyINVESCO EXCHANGE TRADED FD Ts&p 500 top 50$1,461,638
+3.2%
43,040
+962.5%
1.11%
+3.6%
QUAL SellISHARES TRmsci usa qlt fct$1,247,956
-32.4%
9,469
-30.9%
0.95%
-32.1%
XOM  EXXON MOBIL CORP$1,236,543
+9.6%
10,5170.0%0.94%
+10.2%
EFV BuyISHARES TReafe value etf$1,222,684
+42.3%
24,988
+42.4%
0.93%
+43.1%
VBK BuyVANGUARD INDEX FDSsml cp grw etf$1,204,868
-6.7%
5,625
+0.0%
0.92%
-6.2%
VOE SellVANGUARD INDEX FDSmcap vl idxvip$1,185,739
-9.2%
9,054
-4.1%
0.90%
-8.7%
FNDE BuySCHWAB STRATEGIC TRschwb fdt emk lg$1,129,907
+36.4%
43,093
+39.3%
0.86%
+37.2%
HEFA BuyISHARES TRhdg msci eafe$1,033,314
+6.5%
34,329
+9.7%
0.79%
+7.1%
VUG BuyVANGUARD INDEX FDSgrowth etf$1,004,483
+35.7%
3,689
+41.0%
0.76%
+36.4%
UITB BuyVICTORY PORTFOLIOS IIcore intermediat$1,001,569
+18.6%
22,486
+22.7%
0.76%
+19.2%
EFG SellISHARES TReafe grwth etf$999,879
-23.0%
11,586
-14.9%
0.76%
-22.6%
MSFT SellMICROSOFT CORP$965,048
-10.9%
3,056
-3.9%
0.73%
-10.4%
TSLA BuyTESLA INC$935,701
-4.2%
3,740
+0.3%
0.71%
-3.7%
VO SellVANGUARD INDEX FDSmid cap etf$916,304
-5.9%
4,400
-0.5%
0.70%
-5.3%
VB BuyVANGUARD INDEX FDSsmall cp etf$821,139
-4.8%
4,343
+0.1%
0.62%
-4.3%
FNDC BuySCHWAB STRATEGIC TRschwb fdt int sc$777,023
+30.9%
24,176
+35.2%
0.59%
+31.6%
ESGU SellISHARES TResg awr msci usa$768,229
-25.4%
8,180
-22.5%
0.58%
-25.0%
MDT  MEDTRONIC PLC$731,099
-11.1%
9,3300.0%0.56%
-10.6%
DFAC SellDIMENSIONAL ETF TRUSTus core equity 2$728,491
-25.0%
27,805
-22.3%
0.55%
-24.6%
VEA NewVANGUARD TAX-MANAGED FDSvan ftse dev mkt$708,26416,200
+100.0%
0.54%
BNDX NewVANGUARD CHARLOTTE FDStotal int bd etf$704,62214,732
+100.0%
0.54%
AMZN SellAMAZON COM INC$700,050
-3.9%
5,507
-1.4%
0.53%
-3.4%
SPGI  S&P GLOBAL INC$635,448
-8.9%
1,7390.0%0.48%
-8.3%
USMV SellISHARES TRmsci usa min vol$612,933
-14.3%
8,468
-12.0%
0.47%
-13.9%
VV BuyVANGUARD INDEX FDSlarge cap etf$592,771
-3.4%
3,029
+0.0%
0.45%
-2.8%
PG BuyPROCTER AND GAMBLE CO$587,264
-3.7%
4,026
+0.1%
0.45%
-3.0%
IQLT BuyISHARES TRmsci intl qualty$568,490
-5.6%
16,914
+0.0%
0.43%
-5.1%
VIGI BuyVANGUARD WHITEHALL FDSintl dvd etf$562,651
+37.4%
7,888
+44.7%
0.43%
+38.1%
FNDA BuySCHWAB STRATEGIC TRschwab fdt us sc$541,072
+7.1%
11,158
+11.5%
0.41%
+7.6%
BRKB  BERKSHIRE HATHAWAY INC DELcl b new$448,734
+2.7%
1,2810.0%0.34%
+3.3%
IUSB BuyISHARES TRcore total usd$448,349
-1.8%
10,256
+2.1%
0.34%
-1.2%
IEMG SellISHARES INCcore msci emkt$448,609
-38.5%
9,427
-36.3%
0.34%
-38.2%
SCHA SellSCHWAB STRATEGIC TRus sml cap etf$442,510
-33.3%
10,683
-29.4%
0.34%
-33.1%
VTEB  VANGUARD MUN BD FDStax exempt bd$411,318
-4.2%
8,5510.0%0.31%
-3.7%
SCHG SellSCHWAB STRATEGIC TRus lcap gr etf$409,777
-51.1%
5,635
-49.6%
0.31%
-50.7%
VYM  VANGUARD WHITEHALL FDShigh div yld$392,279
-2.6%
3,7970.0%0.30%
-2.3%
JHML SellJOHN HANCOCK EXCHANGE TRADEDmltfctr lrg cap$388,006
-10.3%
7,318
-7.2%
0.30%
-9.8%
QQQM BuyINVESCO EXCH TRADED FD TR IInasdaq 100 etf$380,999
+95.7%
2,585
+101.8%
0.29%
+97.3%
AMGN  AMGEN INC$369,276
+21.1%
1,3740.0%0.28%
+21.6%
IYW SellISHARES TRu.s. tech etf$365,815
-49.6%
3,487
-47.7%
0.28%
-49.4%
CCL  CARNIVAL CORP$361,495
-27.1%
26,3480.0%0.28%
-26.7%
SCHX SellSCHWAB STRATEGIC TRus lrg cap etf$359,918
-71.4%
7,113
-70.4%
0.27%
-71.2%
VWO NewVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$316,3338,068
+100.0%
0.24%
PENN  PENN ENTERTAINMENT INC$314,117
-4.5%
13,6870.0%0.24%
-4.0%
PFM BuyINVESCO EXCHANGE TRADED FD Tdivid achievev$310,637
-4.3%
8,504
+0.2%
0.24%
-3.7%
IVW NewISHARES TRs&p 500 grwt etf$305,9064,471
+100.0%
0.23%
GOOG SellALPHABET INCcap stk cl c$293,103
+3.4%
2,223
-5.1%
0.22%
+4.2%
IJH BuyISHARES TRcore s&p mcp etf$288,249
+161.8%
1,156
+174.6%
0.22%
+163.9%
FB SellMETA PLATFORMS INCcl a$286,100
-3.3%
953
-7.6%
0.22%
-2.7%
XSMO BuyINVESCO EXCHANGE TRADED FD Ts&p smlcp moment$275,609
+0.2%
5,682
+0.2%
0.21%
+1.0%
SellGENERAL ELECTRIC CO$269,974
-5.2%
2,442
-5.8%
0.20%
-4.7%
JHMM SellJOHN HANCOCK EXCHANGE TRADEDmultifactor mi$268,639
-7.0%
5,677
-2.3%
0.20%
-6.4%
DDWM BuyWISDOMTREE TRcurrncy int eq$264,210
-2.1%
8,674
+0.4%
0.20%
-1.5%
GOOGL  ALPHABET INCcap stk cl a$261,982
+9.3%
2,0020.0%0.20%
+9.9%
SPGP  INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf$259,943
+0.5%
2,8490.0%0.20%
+1.0%
IWB  ISHARES TRrus 1000 etf$255,817
-3.6%
1,0890.0%0.20%
-3.0%
SCHZ SellSCHWAB STRATEGIC TRus aggregate b$250,156
-58.7%
5,656
-56.9%
0.19%
-58.5%
ISCG  ISHARES TRmrgstr sm cp gr$249,156
-6.4%
6,4280.0%0.19%
-6.0%
XSLV BuyINVESCO EXCH TRADED FD TR IIs&p smlcp low$247,660
-0.6%
6,279
+0.4%
0.19%0.0%
NFLX  NETFLIX INC$243,174
-14.3%
6440.0%0.18%
-14.0%
SPSM SellSPDR SER TRportfolio s&p600$240,477
-17.1%
6,517
-12.8%
0.18%
-16.4%
ANGL BuyVANECK ETF TRUSTfallen angel hg$235,138
-1.2%
8,689
+1.4%
0.18%
-0.6%
XMLV BuyINVESCO EXCH TRADED FD TR IIs&p midcp low$233,729
-4.5%
4,753
+0.5%
0.18%
-3.8%
XMHQ BuyINVESCO EXCHANGE TRADED FD Ts&p mdcp quality$231,955
+20.2%
2,880
+20.5%
0.18%
+20.5%
TFLO NewISHARES TRtrs flt rt bd$220,5814,347
+100.0%
0.17%
WPC BuyWP CAREY INC$216,595
-19.3%
4,005
+0.9%
0.16%
-18.7%
PFE SellPFIZER INC$208,173
-10.8%
6,276
-1.3%
0.16%
-10.2%
VXF NewVANGUARD INDEX FDSextend mkt etf$202,0951,410
+100.0%
0.15%
BuyDIMENSIONAL ETF TRUSTintl core equity$195,673
-2.4%
8,380
+1.4%
0.15%
-2.0%
ESGA SellAMERICAN CENTY ETF TRsustainable eqty$191,592
-13.1%
3,600
-9.8%
0.15%
-12.6%
IMCG  ISHARES TRmrgstr md cp grw$188,325
-6.3%
3,2960.0%0.14%
-5.9%
BuyDIMENSIONAL ETF TRUSTus high profitab$173,690
-2.5%
6,761
+0.8%
0.13%
-2.2%
TLT BuyISHARES TR20 yr tr bd etf$171,043
+14370.6%
1,929
+17436.4%
0.13%
+12900.0%
BuyDIMENSIONAL ETF TRUSTus small cap val$171,045
+0.5%
6,750
+1.9%
0.13%
+0.8%
SLYV  SPDR SER TRs&p 600 smcp val$163,484
-6.2%
2,2590.0%0.12%
-6.1%
VTV  VANGUARD INDEX FDSvalue etf$153,240
-2.9%
1,1110.0%0.12%
-1.7%
IVV  ISHARES TRcore s&p500 etf$152,448
-3.7%
3550.0%0.12%
-3.3%
QAI NewINDEXIQ ETF TRhedge mlti etf$151,8025,055
+100.0%
0.12%
MBB SellISHARES TRmbs etf$149,028
-33.1%
1,678
-29.7%
0.11%
-32.7%
USTB BuyVICTORY PORTFOLIOS IIshort trm bd etf$136,291
+11.4%
2,786
+11.3%
0.10%
+11.8%
JPSE BuyJ P MORGAN EXCHANGE TRADED Fdiversfd eqt etf$119,835
+33.2%
3,050
+38.9%
0.09%
+33.8%
IWF  ISHARES TRrus 1000 grw etf$119,696
-3.3%
4500.0%0.09%
-3.2%
MGV BuyVANGUARD WORLD FDmega cap val etf$117,016
+9.2%
1,154
+11.7%
0.09%
+9.9%
IWM  ISHARES TRrussell 2000 etf$111,523
-5.6%
6310.0%0.08%
-4.5%
VTI BuyVANGUARD INDEX FDStotal stk mkt$111,274
-3.2%
524
+0.4%
0.08%
-2.3%
BuyDIMENSIONAL ETF TRUST$97,897
+7.1%
2,425
+10.7%
0.07%
+7.2%
JPME BuyJ P MORGAN EXCHANGE TRADED Fdiversfed rtrn$94,606
-3.6%
1,131
+1.7%
0.07%
-2.7%
SMLF BuyISHARES TRus sml cap eqt$92,143
+2.3%
1,781
+6.0%
0.07%
+2.9%
LRGF  ISHARES TRu s equity factr$87,876
-2.8%
2,0290.0%0.07%
-1.5%
XMVM BuyINVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt$86,078
-0.5%
1,878
+0.1%
0.06%0.0%
QUS  SPDR SER TRmsci usa strtgic$83,641
-1.9%
6930.0%0.06%0.0%
SCHI BuySCHWAB STRATEGIC TR5 10yr corp bd$67,846
+50156.3%
1,608
+53500.0%
0.05%
HFXI NewINDEXIQ ETF TRftse internl eqt$65,8802,847
+100.0%
0.05%
BuyDIMENSIONAL ETF TRUSTintl high profit$62,219
-3.1%
2,683
+2.3%
0.05%
-4.1%
PRF BuyINVESCO EXCHANGE TRADED FD Tftse rafi 1000$61,731
-2.8%
1,940
+400.0%
0.05%
-2.1%
BuyDIMENSIONAL ETF TRUSTintl small cap v$60,996
+3.0%
2,565
+2.4%
0.05%
+2.2%
BuyJ P MORGAN EXCHANGE TRADED Fmkt expn enhncd$59,311
+49.9%
1,224
+55.1%
0.04%
+50.0%
ISCF SellISHARES TRinternational sl$55,610
-48.9%
1,880
-46.7%
0.04%
-48.8%
BuyDIMENSIONAL ETF TRUSTemerging mkts co$55,082
-1.1%
2,363
+2.1%
0.04%0.0%
PTLC  PACER FDS TRtrendp us lar cp$53,974
-3.2%
1,3510.0%0.04%
-2.4%
MGK  VANGUARD WORLD FDmega grwth ind$45,590
-3.4%
2010.0%0.04%
-2.8%
IWL  ISHARES TRrus top 200 etf$41,761
-3.1%
4040.0%0.03%
-3.0%
INTF  ISHARES TRintl eqty factor$39,792
-3.6%
1,5390.0%0.03%
-3.2%
BJK  VANECK ETF TRUSTgaming etf$38,747
-11.2%
9750.0%0.03%
-12.1%
AVUV SellAMERICAN CENTY ETF TRus sml cp valu$36,637
-5.4%
470
-5.8%
0.03%
-3.4%
 DIMENSIONAL ETF TRUSTemerging mkts va$33,162
-2.9%
1,4010.0%0.02%
-3.8%
PSFF  PACER FDS TRswan sos fd of$32,258
-0.6%
1,3340.0%0.02%0.0%
IEFA  ISHARES TRcore msci eafe$31,516
-4.7%
4900.0%0.02%
-4.0%
EQWL BuyINVESCO EXCHANGE TRADED FD Ts&p 100 eql wigh$31,226
-3.0%
397
+0.5%
0.02%0.0%
 DIMENSIONAL ETF TRUSTemerging mkts hi$31,574
-4.6%
1,3940.0%0.02%
-4.0%
VLUE SellISHARES TRmsci usa value$31,774
-9.3%
350
-6.4%
0.02%
-11.1%
PTMC  PACER FDS TRtrendp us mid cp$30,267
-4.2%
9590.0%0.02%
-4.2%
SPHQ  INVESCO EXCHANGE TRADED FD Ts&p500 quality$29,574
-0.8%
5910.0%0.02%
-4.3%
SCHM  SCHWAB STRATEGIC TRus mid-cap etf$26,666
-4.7%
3940.0%0.02%
-4.8%
BuyDIMENSIONAL ETF TRUSTglobal real est$25,839
-4.1%
1,153
+4.3%
0.02%0.0%
SDY SellSPDR SER TRs&p divid etf$26,912
-33.1%
234
-28.7%
0.02%
-33.3%
EMGF BuyISHARES INCemng mkts eqt$25,251
+11.0%
617
+12.8%
0.02%
+11.8%
MTUM BuyISHARES TRmsci usa mmentm$22,442
+26.8%
161
+30.9%
0.02%
+30.8%
CALF  PACER FDS TRpacer us small$20,725
+2.5%
4970.0%0.02%
+6.7%
IYF  ISHARES TRu.s. finls etf$19,438
+0.2%
2600.0%0.02%0.0%
AGG  ISHARES TRcore us aggbd et$19,278
-4.0%
2050.0%0.02%0.0%
GOVT SellISHARES TRus treas bd etf$16,670
-93.5%
756
-93.2%
0.01%
-93.3%
IJR SellISHARES TRcore s&p scp etf$17,249
-6.9%
183
-1.6%
0.01%
-7.1%
SMMV SellISHARES TRmsci usa smcp mn$16,075
-29.2%
486
-26.6%
0.01%
-29.4%
CSA  VICTORY PORTFOLIOS II$15,574
-3.2%
2660.0%0.01%0.0%
ESGD  ISHARES TResg aw msci eafe$15,831
-5.2%
2290.0%0.01%
-7.7%
 CONTEXT THERAPEUTICS INC$15,100
-5.6%
10,0000.0%0.01%
-8.3%
SIZE SellISHARES TRmsci usa sze ft$12,813
-5.1%
109
-0.9%
0.01%0.0%
IYG  ISHARES TRu.s. fin svc etf$13,749
-2.7%
890.0%0.01%
-9.1%
CFO BuyVICTORY PORTFOLIOS II$11,357
-3.9%
193
+0.5%
0.01%0.0%
IGSB BuyISHARES TR$12,352
+0.2%
248
+0.8%
0.01%0.0%
IHI  ISHARES TRu.s. med dvc etf$11,525
-14.1%
2380.0%0.01%
-10.0%
MUB BuyISHARES TRnational mun etf$10,118
-3.3%
99
+1.0%
0.01%0.0%
SPIB BuySPDR SER TRportfolio intrmd$11,020
-1.4%
350
+0.6%
0.01%0.0%
XSOE SellWISDOMTREE TRem ex st-owned$9,427
-60.7%
353
-58.9%
0.01%
-61.1%
RSP  INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$7,793
-5.3%
550.0%0.01%0.0%
EELV  INVESCO EXCH TRADED FD TR IIs&p emrng mkts$8,528
-4.3%
3790.0%0.01%
-14.3%
VNQ BuyVANGUARD INDEX FDSreal estate etf$7,714
-8.5%
102
+1.0%
0.01%0.0%
SMLV  SPDR SER TRssga us smal etf$7,640
-4.3%
770.0%0.01%0.0%
PDP  INVESCO EXCHANGE TRADED FD Tdorsey wright mo$6,544
-5.0%
850.0%0.01%0.0%
IHF  ISHARES TRus hlthcr pr etf$5,428
-3.8%
220.0%0.00%0.0%
DVY  ISHARES TRselect divid etf$5,167
-5.0%
480.0%0.00%0.0%
IWR  ISHARES TRrus mid cap etf$5,609
-5.2%
810.0%0.00%0.0%
PBE  INVESCO EXCHANGE TRADED FD Tbiotechnology$5,077
-6.9%
890.0%0.00%0.0%
SCHP SellSCHWAB STRATEGIC TRus tips etf$4,527
-62.6%
90
-61.0%
0.00%
-66.7%
EWMC  INVESCO EXCHANGE TRADED FD Ts&p midcap 400$3,667
-4.1%
420.0%0.00%0.0%
HDV  ISHARES TRcore high dv etf$3,956
-1.9%
400.0%0.00%0.0%
ITB  ISHARES TRus home cons etf$2,983
-8.1%
380.0%0.00%0.0%
TLH SellISHARES TR10-20 yr trs etf$2,747
-97.9%
28
-97.6%
0.00%
-98.0%
IJK  ISHARES TRs&p mc 400gr etf$1,300
-3.7%
180.0%0.00%0.0%
SPLB BuySPDR SER TRportfolio ln cor$1,585
-7.5%
75
+1.4%
0.00%0.0%
TIP NewISHARES TRtips bd etf$1,14111
+100.0%
0.00%
EFA  ISHARES TRmsci eafe etf$1,146
-4.9%
170.0%0.00%0.0%
IWC  ISHARES TRmicro-cap etf$416
-8.4%
40.0%0.00%
ESGE BuyISHARES INCesg awr msci em$70.0%0
+100.0%
0.00%
IGLB  ISHARES TR10+ yr invst grd$172
-7.5%
40.0%0.00%
SHYG  ISHARES TR0-5yr hi yl cp$161
+0.6%
40.0%0.00%
SPTL SellSPDR SER TRportfolio ln tsr$223
-49.7%
9
-40.0%
0.00%
IBB  ISHARES TRishares biotech$493
-3.7%
40.0%0.00%
IXN  ISHARES TRglobal tech etf$35
-7.9%
10.0%0.00%
EEM  ISHARES TRmsci emg mkt etf$406
-4.0%
110.0%0.00%
MOO  VANECK ETF TRUSTagribusiness etf$329
-3.8%
40.0%0.00%
ExitDIMENSIONAL ETF TRUSTus real estate e$0-149
-100.0%
-0.00%
IXG ExitISHARES TRglobal finls etf$0-69
-100.0%
-0.00%
SCHO ExitSCHWAB STRATEGIC TRsht tm us tres$0-284
-100.0%
-0.01%
ExitDIMENSIONAL ETF TRUSTnatl mun bd etf$0-472
-100.0%
-0.02%
ICF ExitISHARES TRcohen steer reit$0-574
-100.0%
-0.02%
IWN ExitISHARES TRrus 2000 val etf$0-222
-100.0%
-0.02%
VCSH ExitVANGUARD SCOTTSDALE FDSshrt trm corp bd$0-1,148
-100.0%
-0.07%
VGSH ExitVANGUARD SCOTTSDALE FDSshort term treas$0-1,551
-100.0%
-0.07%
VGLT ExitVANGUARD SCOTTSDALE FDSlong term treas$0-1,607
-100.0%
-0.08%
SCHC ExitSCHWAB STRATEGIC TRintl sceqt etf$0-3,389
-100.0%
-0.09%
ExitDIMENSIONAL ETF TRUSTworld ex us core$0-5,527
-100.0%
-0.10%
SCHE ExitSCHWAB STRATEGIC TRemrg mkteq etf$0-6,566
-100.0%
-0.12%
SCHH ExitSCHWAB STRATEGIC TRus reit etf$0-8,756
-100.0%
-0.13%
LMT ExitLOCKHEED MARTIN CORP$0-441
-100.0%
-0.15%
RTX ExitRAYTHEON TECHNOLOGIES CORP$0-2,182
-100.0%
-0.16%
BNDW ExitVANGUARD SCOTTSDALE FDStotal wld bd etf$0-3,674
-100.0%
-0.19%
SCHF ExitSCHWAB STRATEGIC TRintl eqty etf$0-18,560
-100.0%
-0.50%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-10-30
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SCHWAB STRATEGIC TR8Q3 20237.7%
INVESCO EXCHANGE TRADED FD T8Q3 20236.2%
ISHARES TR8Q3 20235.9%
WISDOMTREE TR8Q3 20234.9%
ISHARES TR8Q3 20234.7%
SCHWAB STRATEGIC TR8Q3 20235.1%
VANGUARD INDEX FDS8Q3 20234.0%
SPDR SER TR8Q3 20234.1%
ISHARES TR8Q3 20234.4%
ISHARES TR8Q3 20235.0%

View Aspire Wealth Management Corp's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-22
13F-HR2023-10-30
13F-HR2023-07-27
13F-HR2023-05-04
13F-HR2023-02-06
13F-HR2022-11-09
13F-HR2022-08-11
13F-HR2022-05-03
13F-HR2022-03-14

View Aspire Wealth Management Corp's complete filings history.

Export Aspire Wealth Management Corp's holdings