News + Filings Holdings
|
|
WEALTH MANAGEMENT RESOURCES, INC.
|
|
Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
|
Schwab US Dividend Equity ETF
| SCHD | common | 257,675 | 47,075 | 18,712,373,000 | 18,697,288,000 | 10.88 | |
Hist
| 06/30/2023 |
|
SPDR SERIES TRUST
| SPYG | Common | 224,410 | 39,134 | 15,676,534,000 | 15,666,848,000 | 9.12 | |
Hist
| 06/30/2023 |
|
INVESCO EXCHANGE TRADED FD T
| SPHQ | Common | 741,417 | 706,527 | 13,403,089,000 | 13,401,624,000 | 7.80 | |
Hist
| 06/30/2023 |
|
FIDELITY FREEDOM 2020
| FBND | Common | 288,649 | 150,834 | 13,110,474,000 | 13,104,061,000 | 7.63 | |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| SMMV | Common | 297,046 | 39,671 | 10,182,767,000 | 10,173,998,000 | 5.92 | |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| USMV | Common | 131,209 | 23,435 | 9,752,663,000 | 9,745,096,000 | 5.67 | |
Hist
| 06/30/2023 |
|
SCHWAB STRATEGIC TRUST
| SCHP | Common | 183,369 | 159,399 | 9,628,196,000 | 9,628,062,000 | 5.60 | |
Hist
| 06/30/2023 |
|
WisdomTree Trust
| IHDG | Common | 218,758 | 34,846 | 8,787,509,000 | 8,780,627,000 | 5.11 | |
Hist
| 06/30/2023 |
|
SPDR INDEX SHARES FUNDS
| GII | Common | 135,076 | 12,966 | 7,209,014,000 | 7,202,488,000 | 4.19 | |
Hist
| 06/30/2023 |
|
SCHWAB STRATEGIC TRUST
| SCHH | Common | 318,515 | 54,979 | 6,220,600,000 | 6,215,042,000 | 3.62 | |
Hist
| 06/30/2023 |
|
FIRST TR EXCH TRADED FD III
| FMB | Common | 52,147 | 5,020 | 2,656,159,000 | 2,653,774,000 | 1.54 | |
Hist
| 06/30/2023 |
|
SCHWAB STRATEGIC TRUST
| SCHF | Common | 73,754 | 44,107 | 2,629,354,000 | 2,628,422,000 | 1.53 | |
Hist
| 06/30/2023 |
|
SPDR SERIES TRUST
| SMD | Common | 40,494 | 23,428 | 1,858,304,000 | 1,857,627,000 | 1.08 | |
Hist
| 06/30/2023 |
|
Kolli Sreelakshmi
| SHM | ETF | 31,298 | 25,177 | 1,472,591,000 | 1,472,302,000 | 0.86 | |
Hist
| 06/30/2023 |
|
WisdomTree Trust
| XSOE | Common | 49,312 | 27,178 | 1,378,285,000 | 1,377,650,000 | 0.80 | |
Hist
| 06/30/2023 |
|
SPDR SERIES TRUST
| CWB | Common | 18,891 | 11,330 | 1,321,453,000 | 1,320,965,000 | 0.77 | |
Hist
| 06/30/2023 |
|
Apple Inc.
| AAPL | Common | 6,661 | 320 | 1,292,126,000 | 1,291,259,000 | 0.75 | |
Hist
| 06/30/2023 |
|
VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 2,433 | 410 | 990,912,000 | 990,210,000 | 0.58 | |
Hist
| 06/30/2023 |
|
FLATBUSH FEDERAL BANCORP INC
| FLTB | Common | 19,484 | 899 | 935,364,000 | 926,314,000 | 0.54 | |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| IQLT | Common | 24,937 | 1,486 | 887,772,000 | 887,047,000 | 0.52 | |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| QUAL | Common | 6,219 | 99 | 838,878,000 | 838,194,000 | 0.49 | |
Hist
| 06/30/2023 |
|
2KSOUNDS CORP
| TWOK | Common | 17,723 | 1,786 | 688,391,000 | 687,818,000 | 0.40 | |
Hist
| 06/30/2023 |
|
|
|
|