$106 Million is the total value of Aspire Wealth Management Corp's 173 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $522,000 | – | 18,560 | +100.0% | 0.49% | – |
| EELV | New | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $236,000 | – | 11,247 | +100.0% | 0.22% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $220,000 | – | 11,781 | +100.0% | 0.21% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $147,000 | – | 6,566 | +100.0% | 0.14% | – |
| HDV | New | ISHARES TRcore high dv etf | $109,000 | – | 1,195 | +100.0% | 0.10% | – |
| SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $94,000 | – | 3,389 | +100.0% | 0.09% | – |
| SPGP | New | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $32,000 | – | 431 | +100.0% | 0.03% | – |
| BNDW | New | VANGUARD SCOTTSDALE FDStotal wld bd etf | $18,000 | – | 262 | +100.0% | 0.02% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $2,000 | – | 79 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-09
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 7.7% |
| INVESCO EXCHANGE TRADED FD T | 8 | Q3 2023 | 6.2% |
| ISHARES TR | 8 | Q3 2023 | 5.9% |
| WISDOMTREE TR | 8 | Q3 2023 | 4.9% |
| ISHARES TR | 8 | Q3 2023 | 4.7% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 5.1% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 4.0% |
| SPDR SER TR | 8 | Q3 2023 | 4.1% |
| ISHARES TR | 8 | Q3 2023 | 4.4% |
| ISHARES TR | 8 | Q3 2023 | 5.0% |
View Aspire Wealth Management Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-03-14 |
View Aspire Wealth Management Corp'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.