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| Name: |
Burt Wealth Advisors |
| City: |
ROCKVILLE |
| State: |
MD |
| Zip: |
20852 |
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data |
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Filing Period: |
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| Holdings
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19 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IAGG |
Ishares International Aggre... |
19 |
- |
$0.00 |
$4,208,000 |
84,254 |
1.07% |
-27,000 |
-793 |
0.094 |
N/A |
|
|
AOR |
iShares Core Growth Allocat... |
21 |
- |
$55.95 |
$3,706,000 |
66,576 |
0.94% |
122,000 |
-801 |
0.224 |
Closed - End Fund - Debt |
|
|
TDTT |
FlexShares iBoxx 3 Year Target |
22 |
- |
$23.57 |
$3,503,000 |
147,478 |
0.89% |
7,000 |
-525 |
0.027 |
N/A |
|
|
HYMB |
Spdr Nuveen S&p High Yi... |
38 |
- |
$25.64 |
$1,106,000 |
43,052 |
0.28% |
-186,000 |
-8,027 |
0.02 |
N/A |
|
|
SCHG |
Schwab Strategic Trust |
40 |
- |
$94.70 |
$930,000 |
10,033 |
0.24% |
93,000 |
-58 |
0.001 |
Closed - End Fund - Debt |
|
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STPZ |
Pimco ETF Trust |
41 |
- |
$51.52 |
$866,000 |
16,812 |
0.22% |
-28,000 |
-663 |
0.014 |
Closed - End Fund - Debt |
|
|
GE |
General Electric Co |
42 |
- |
$161.12 |
$851,000 |
4,849 |
0.22% |
219,000 |
-102 |
0 |
Conglomerates |
|
|
EEMA |
Ishares Msci Emerging Marke... |
48 |
- |
$73.26 |
$814,000 |
11,957 |
0.21% |
-109,000 |
-2,003 |
0.116 |
N/A |
|
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SHM |
Spdr Brcly Cap Shrt Trm Mu |
50 |
- |
$47.26 |
$746,000 |
15,715 |
0.19% |
-79,000 |
-1,556 |
0.015 |
Closed - End Fund - E... |
|
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MTUM |
Ishares Msci Usa Momentum F... |
52 |
- |
$0.00 |
$640,000 |
3,414 |
0.16% |
92,000 |
-76 |
0 |
N/A |
|
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CSX |
CSX Corp |
62 |
- |
$33.93 |
$531,000 |
14,335 |
0.13% |
-35,000 |
-2,000 |
0.001 |
Railroads |
|
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ABBV |
Abbvie Inc. |
83 |
- |
$164.35 |
$362,000 |
1,987 |
0.09% |
-17,000 |
-458 |
0 |
Drug Manufacturers - ... |
|
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CVX |
Chevron Corp |
88 |
- |
$161.09 |
$304,000 |
1,928 |
0.08% |
11,000 |
-38 |
0 |
Integrated Oil & Gas |
|
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ABT |
Abbott Laboratories |
89 |
- |
$104.87 |
$301,000 |
2,651 |
0.08% |
-24,000 |
-300 |
0 |
Drug Manufacturers - ... |
|
|
EEMV |
Ishares Msci Emerging Marke... |
93 |
- |
$0.00 |
$289,000 |
5,103 |
0.07% |
0 |
-100 |
0.001 |
N/A |
|
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SKOR |
Flexshares Credit Scored Us... |
94 |
- |
$0.00 |
$286,000 |
5,977 |
0.07% |
-46,000 |
-946 |
0.066 |
N/A |
|
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PLTR |
Palantir Technologies Inc |
96 |
- |
$21.65 |
$283,000 |
12,299 |
0.07% |
65,000 |
-400 |
0.001 |
N/A |
|
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USTB |
Victoryshares Usaa Core Sho... |
97 |
- |
$0.00 |
$282,000 |
5,669 |
0.07% |
-2,000 |
-51 |
0.006 |
N/A |
|
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VZ |
Verizon Communications Inc |
102 |
- |
$40.25 |
$272,000 |
6,491 |
0.07% |
16,000 |
-302 |
0 |
Telecom Services - Do... |
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