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| Name: |
Strategies Wealth Advisors LLC |
| City: |
GRAND RAPIDS |
| State: |
MI |
| Zip: |
49503 |
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data |
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Filing Period: |
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| Holdings
Found :
12 |
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Page 1 of 1 |
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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 |
|
GBTC |
Grayscale Bitcoin |
43 |
New |
$0.00 |
$871,000 |
13,788 |
0.13% |
871,000 |
13,788 |
0.003 |
N/A |
|
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IWO |
iShares Russell 2000 Growth |
50 |
New |
$262.30 |
$690,000 |
2,547 |
0.11% |
690,000 |
2,547 |
0.006 |
Closed - End Fund - E... |
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JPIE |
Jpmorgan Income Etf |
71 |
New |
$0.00 |
$357,000 |
7,831 |
0.05% |
357,000 |
7,831 |
0.03 |
N/A |
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IWD |
iShares Russell 1000 Value |
74 |
New |
$174.87 |
$326,000 |
1,821 |
0.05% |
326,000 |
1,821 |
0.001 |
Closed - End Fund - E... |
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DFAC |
Dimensional U S Core Equity... |
79 |
New |
$31.38 |
$296,000 |
9,265 |
0.05% |
296,000 |
9,265 |
0.001 |
N/A |
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MOAT |
VANECK VECTORS ETF TR |
82 |
New |
$53.88 |
$265,000 |
2,946 |
0.04% |
265,000 |
2,946 |
0.003 |
N/A |
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FV |
First Trust Dorsey Wright F... |
84 |
New |
$55.34 |
$249,000 |
4,344 |
0.04% |
249,000 |
4,344 |
0 |
N/A |
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RDVY |
First Trust Nasdaq Rising D... |
85 |
New |
$54.83 |
$242,000 |
4,317 |
0.04% |
242,000 |
4,317 |
0 |
N/A |
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IJK |
iShares S&P mC400/BARRA GR |
90 |
New |
$89.75 |
$220,000 |
2,416 |
0.03% |
220,000 |
2,416 |
0.002 |
Closed - End Fund - E... |
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SOXX |
iShares S&P GSTI Semiconductor |
91 |
New |
$218.71 |
$216,000 |
955 |
0.03% |
216,000 |
955 |
0.008 |
Closed - End Fund - E... |
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FNDX |
Schwab Fundamental US Large... |
92 |
New |
$65.82 |
$213,000 |
3,161 |
0.03% |
213,000 |
3,161 |
0 |
N/A |
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VV |
Vanguard Large Cap VIPERS |
95 |
New |
$237.30 |
$200,000 |
835 |
0.03% |
200,000 |
835 |
0.001 |
Closed - End Fund - E... |
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