AW

Alliance Wealth Management Group

13F
Alliance Wealth Management Group
Last update 2025-05-08 83 Stocks (2 new)
Value $371.00 Mil Turnover 2 %
Countries:
Top Holdings: SCHX(13.12%)SCHZ(6.80%)IVV(5.75%)FLRN(5.55%)SCHF(4.54%)
Summary Stock Picks Current Portfolio
Alliance Wealth Management Gro... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX
Schwab U.S. Large-Cap ETF
2,206,512
48,719.8
-2.78%
13.120
-0.39%
0.100
+20.12%
+8.10%
57,122.4
 
SCHZ
Schwab US Aggregate Bond ETF
1,089,446
25,231.6
+2.02%
6.800
+0.13%
0.290
+2.23%
+3.88%
8,634.8
 
IVV
iShares Core S&P 500 ETF
38,025
21,366.2
+2.16%
5.750
+0.12%
0.000
+19.71%
+7.98%
636,576.3
 
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
SPDR Bloomberg Investment Grade Floating Rate ETF
668,984
20,618.1
-6.94%
5.550
-0.41%
0.750
+1.66%
+2.80%
2,782.1
 
SCHF
Schwab International Equity ETF
851,584
16,844.3
+1.31%
4.540
+0.06%
0.040
+11.57%
+20.74%
49,150.9
 
HYG
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
204,455
16,129.5
+1.34%
4.340
+0.06%
0.110
+5.25%
+5.32%
17,065.3
 
SCHE
Schwab Emerging Markets Equity ETF
533,081
14,697.0
+6.32%
3.960
+0.24%
0.160
+15.22%
+16.47%
10,564.2
 
FLOT
iShares Floating Rate Bond ETF
240,784
12,292.0
-2.73%
3.310
-0.09%
0.140
+1.67%
+2.72%
9,024.9
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
114,555
11,331.7
+7.15%
3.050
+0.20%
0.010
+2.13%
+3.72%
128,438.9
 
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF
117,157
10,613.3
+3.71%
2.860
+0.10%
0.080
+5.58%
+6.58%
13,574.8
 

Alliance Wealth Management Group's Historical Top Holdings Breakdowns

Alliance Wealth Management Group's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
SPDR Bloomberg Investment Grade Floating Rate ETF
2025-03-31
Reduce
Reduce
-0.41%
●
30.71 ($30.8) 30.87
$30.81
0.03%
Reduce -6.94%
668,984
-49,855
SCHX
Schwab U.S. Large-Cap ETF
2025-03-31
Reduce
Reduce
-0.39%
●
21.75 ($23.28) 24.28
$24.91
7.00%
Reduce -2.78%
2,206,512
-63,113
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
2025-03-31
Add
Add
+0.25%
●
105.1 ($107.75) 109.61
$108.97
1.13%
Add 17.45%
56,449
8,388
SCHE
Schwab Emerging Markets Equity ETF
2025-03-31
Add
Add
+0.24%
●
25.81 ($27.37) 28.52
$30.98
13.19%
Add 6.32%
533,081
31,666
CORP
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
2025-03-31
Add
Add
+0.24%
●
93.89 ($95.87) 97.32
$96.92
1.10%
Add 9.27%
108,035
9,167
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Add
Add
+0.23%
●
50.83 ($53.83) 55.94
$61.38
14.03%
Add 14.53%
122,231
15,505
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+0.20%
●
95.85 ($97.76) 99.25
$98.57
0.83%
Add 7.15%
114,555
7,648
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Add
Add
+0.14%
●
69.57 ($74.78) 78.65
$83.49
11.65%
Add 6.74%
104,851
6,619
SCHZ
Schwab US Aggregate Bond ETF
2025-03-31
Add
Add
+0.13%
●
22.46 ($22.91) 23.26
$23.10
0.83%
Add 2.02%
1,089,446
21,541
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.12%
●
554.06 ($590.51) 615.85
$631.74
6.98%
Add 2.16%
38,025
804

Alliance Wealth Management Group Total Holding History ($B)

To

Alliance Wealth Management Group's Asset Allocation

To

Alliance Wealth Management Group Past Portfolios

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

Top Ranked Articles

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Alliance Wealth Management Group's Hypothetical Growth since 2025-03-31

Alliance Wealth Management Group's Yearly Returns

Year Portfolio % % Excess Gain %

Alliance Wealth Management Group's Holdings Heat Map

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Alliance Wealth Management Group's Holdings Bubble Chart

Alliance Wealth Management Group News

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