SW

Strategic Wealth Management Group, LLC

13F
Strategic Wealth Management Group, LLC
Last update 2021-08-16 121 Stocks (11 new)
Value $274.00 Mil Turnover 9 %
Countries:
Top Holdings: SCHD(22.15%)IVV(12.06%)IJH(10.00%)IWF(4.96%)VDC(4.00%)
Summary Stock Picks Current Portfolio
Strategic Wealth Management Gr... Top Holdings of 2021-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHD
Schwab US Dividend Equity ETF
801,436
60,605.0
-3.71%
22.150
-0.89%
0.180
+7.36%
+1.95%
71,381.3
 
IVV
iShares Core S&P 500 ETF
76,771
33,005.0
+18.54%
12.060
+1.89%
0.010
+16.55%
+9.07%
643,005.2
 
IJH
iShares Core S&P Mid-Cap ETF
508,985
27,356.0
-0.38%
10.000
-0.04%
0.040
+12.83%
+3.22%
98,011.9
 
IWF
iShares Russell 1000 Growth ETF
49,986
13,570.0
+1.12%
4.960
+0.05%
0.020
+22.04%
+9.33%
114,399.2
 
VDC
Vanguard Consumer Staples ETF
59,983
10,948.0
+0.94%
4.000
+0.04%
0.170
+1.53%
+5.52%
7,733.3
 
AAPL
Apple Inc
74,202
10,163.0
-12.55%
3.710
-0.51%
0.000
+3.27%
-13.97%
3,209,858.4
Hardware
IQLT
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
195,677
7,545.0
-1.44%
2.760
-0.04%
0.160
+8.08%
+19.06%
12,118.3
 
VTI
Vanguard Total Stock Market ETF
27,258
6,074.0
-11.81%
2.220
-0.30%
0.000
+16.61%
+8.62%
478,921.5
 
AMZN
Amazon.com Inc
33,080
5,690.0
-7.08%
2.080
-0.15%
0.000
+24.61%
+5.95%
2,467,649.0
Retail - Cyclical
LRGF
iShares MSCI USA Multifactor ETF
130,622
5,595.0
New Holding
2.040
+2.04%
0.470
+16.45%
+9.70%
2,685.3
 

Strategic Wealth Management Group, LLC's Historical Top Holdings Breakdowns

Strategic Wealth Management Group, LLC Total Holding History ($B)

To

Strategic Wealth Management Group, LLC's Asset Allocation

To

Strategic Wealth Management Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Strategic Wealth Management Group, LLC's Hypothetical Growth since 2021-06-30

Strategic Wealth Management Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Strategic Wealth Management Group, LLC's Holdings Heat Map

Size field:

Strategic Wealth Management Group, LLC's Holdings Bubble Chart

Strategic Wealth Management Group, LLC News

  • 1

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