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| Name: |
Alliance Wealth Management Group |
| City: |
Flemington |
| State: |
NJ |
| Zip: |
08822 |
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data |
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| Holdings
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20 |
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Menu
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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 |
|
SCHX |
Schwab Strategic Trust |
|
- |
$61.28 |
$48,143,000 |
775,746 |
% |
4,330,000 |
-1,083 |
0 |
N/A |
|
|
SCHF |
Schwab Strategic Trust |
|
- |
$38.84 |
$16,240,000 |
416,186 |
% |
783,000 |
-2,025 |
0 |
N/A |
|
|
SCHM |
Schwab U.S. Mid-Cap Etf |
|
- |
$79.00 |
$11,120,000 |
136,560 |
% |
575,000 |
-3,441 |
0 |
N/A |
|
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SCHA |
Schwab Strategic Trust |
|
- |
$47.78 |
$10,523,000 |
213,716 |
% |
-92,000 |
-10,990 |
0 |
N/A |
|
|
SCHB |
Schwab Strategic Trust |
|
- |
$60.21 |
$10,177,000 |
166,693 |
% |
694,000 |
-3,652 |
0 |
N/A |
|
|
ELR |
streetTRACKS Series Trust -... |
|
- |
$60.82 |
$9,761,000 |
158,641 |
% |
702,000 |
-3,413 |
0 |
N/A |
|
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TFI |
Spdr Brcly Cap Muni Bond |
|
- |
$46.06 |
$5,208,000 |
112,056 |
% |
-93,000 |
-731 |
0 |
N/A |
|
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PCY |
Invesco Emerging Markets S |
|
- |
$20.16 |
$4,601,000 |
224,859 |
% |
-246,000 |
-10,190 |
0 |
N/A |
|
|
GWL |
St Spdr S&P Wld Xus |
|
- |
$35.70 |
$3,563,000 |
99,407 |
% |
79,000 |
-3,026 |
0 |
N/A |
|
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EMM |
Global X Emerging Markets Etf |
|
- |
$27.09 |
$2,179,000 |
40,859 |
% |
100,000 |
-1,816 |
0 |
N/A |
|
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TWOK |
Spdr Russell 2000 |
|
- |
$42.15 |
$2,038,000 |
47,362 |
% |
-107,000 |
-3,481 |
0 |
N/A |
|
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TMW |
SPDR Dow Jones Wilshire TOT... |
|
- |
$63.38 |
$1,546,000 |
24,092 |
% |
77,000 |
-1,043 |
0 |
N/A |
|
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SCHO |
Schwab Short-Term U.S. Tre... |
|
- |
$47.92 |
$1,010,000 |
20,955 |
% |
-855,000 |
-17,543 |
0 |
N/A |
|
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VTI |
Vanguard Total Stock Market... |
|
- |
$256.30 |
$736,000 |
2,832 |
% |
60,000 |
-18 |
0 |
N/A |
|
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CVX |
Chevron Corp |
|
- |
$162.54 |
$383,000 |
2,430 |
% |
2,000 |
-126 |
0 |
N/A |
|
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DFUS |
Dimensional U S Equity Etf |
|
- |
$56.36 |
$326,000 |
5,721 |
% |
-185,000 |
-4,142 |
0 |
N/A |
|
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SHY |
Ishares Barclays 1-3 Treasu... |
|
- |
$81.28 |
$325,000 |
3,973 |
% |
-242,000 |
-2,936 |
0 |
N/A |
|
|
CSCO |
Cisco Systems Inc |
|
- |
$48.00 |
$307,000 |
6,157 |
% |
-7,000 |
-67 |
0 |
N/A |
|
|
CL |
Colgate Palmolive Co |
|
- |
$93.47 |
$259,000 |
2,878 |
% |
-14,000 |
-552 |
0 |
N/A |
|
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VEU |
Vanguard FTSE All-World ETF |
|
- |
$57.31 |
$229,000 |
3,901 |
% |
7,000 |
-52 |
0.001 |
Closed - End Fund - F... |
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