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  Name: Schwallier Wealth Management LLC
  City: GRAND RAPIDS
  State: MI
  Zip: 49546
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $124,127,000
  Total Value Change : $3,486,000
  Securities Held Change : -6
   
All Securities Held : 29
  New Positions : 3
  Closed Positions : 9
  Increased Positions : 9
  Unchanged Positions : 2
  Decreased Positions : 15

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Holdings Found : 14     View All Holdings Currently Viewing:  Decreased Positions     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
   (EQWM)1 Year Chart         EQWM Invesco Russell Midcap Equa... 4 - $108.78 $11,331,000 102,960 9.13% 1,325,000 -9,834 0.114    N/A
   (FTSM)1 Year Chart         FTSM First Trust Enhanced Short ... 5 - $59.75 $10,933,000 183,383 8.81% -9,702,000 -162,496 0.022    N/A
   (AGGY)1 Year Chart         AGGY Wisdomtree Trust 6 - $0.00 $9,800,000 225,811 7.9% -1,934,000 -40,753 0.911    N/A
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 7 - $71.74 $9,272,000 127,666 7.47% -2,213,000 -28,490 0.014    Closed - End Fund - E...
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 9 - $39.75 $6,175,000 158,258 4.97% 239,000 -2,344 0.018    Closed - End Fund - Debt
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 10 - $95.28 $4,161,000 44,880 3.35% -42,000 -5,785 0.004    Closed - End Fund - Debt
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 12 - $183.52 $2,586,000 14,159 2.08% 46,000 -747 0.004    Closed - End Fund - Debt
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 13 - $62.35 $1,778,000 28,889 1.43% -12,000 -3,127 0.003    Closed - End Fund - E...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 14 - $189.86 $1,217,000 6,342 0.98% -89,000 -915 0.005    Closed - End Fund - E...
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF 15 - $155.24 $1,132,000 7,262 0.91% -313,000 -2,703 0.008    Closed - End Fund - E...
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust 18 - $75.51 $773,000 10,175 0.62% 53,000 -100 0.008    Closed - End Fund - Debt
   (AAPL)1 Year Chart         AAPL Apple Inc 22 - $191.04 $454,000 2,645 0.37% -358,000 -1,573 0    Personal Computers
   (BIBL)1 Year Chart         BIBL Inspire 100 Etf 23 - $38.69 $340,000 8,728 0.27% 3,000 -925 0.021    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc 24 - $468.84 $316,000 651 0.25% 85,000 -2 0    Internet Service Prov...
      14 Records Found
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