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CIK: 0001729755
Total reported value
$430.0M
$430.0M
118 檔
14.0%
In Q1 2024, Strategic Family Wealth Counselors, L.L.C.'s U.S. equity holdings reached a combined market value of $430.0M, distributed across 118 disclosed stock positions.
During Q1 2024, Strategic Family Wealth Counselors, L.L.C.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RBLX | Roblox CORP -class A | Stock-Comm Services | 7.55% | -0.57% | +0.01% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.48% | +0.23% | +3.97% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.41% | -0.25% | +3.60% | |
| 4 | UBER | Uber Technologies Inc | Stock-Industrials | 3.77% | -0.26% | +0.02% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.64% | +0.06% | +1.36% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.41% | +0.15% | +5.52% | |
| 7 | CGGR | Cap Group Growth Equity | ETF-Other | 3.37% | +0.22% | +1.63% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.31% | +0.05% | -3.01% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.29% | -0.13% | +1.91% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.22% | +0.30% | +7.75% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.92% | — | +6.29% | |
| 12 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.83% | -0.16% | +1.89% | |
| 13 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.56% | -0.05% | +3.02% | |
| 14 | ARKK | Ark Innovation ETF | ETF-Other | 2.48% | +0.22% | +0.33% | |
| 15 | FVD | First Trust Value Line Dvd | ETF-Other | 2.46% | -0.16% | +2.41% | |
| 16 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.40% | -0.16% | -0.27% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.05% | — | +0.80% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.98% | +0.24% | +2.19% | |
| 19 | PFE | Pfizer Inc | Stock-Healthcare | 1.92% | -0.32% | -0.03% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.83% | +0.02% | -20.42% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.80% | +0.06% | +1.90% | |
| 22 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 1.73% | — | +5.55% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.40% | -0.14% | +30.70% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.36% | -0.29% | +6.22% | |
| 25 | HDV | Ishares Core High Dividend E | ETF-Other | 1.22% | -0.13% | +2.34% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.21% | -0.11% | -1.07% | |
| 27 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.17% | -0.26% | +9.31% | |
| 28 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.16% | -0.04% | -25.47% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.13% | +0.22% | -12.52% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 1.07% | +0.03% | — | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.97% | +0.05% | +2.02% | |
| 32 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.92% | -0.04% | +22.74% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.91% | +0.06% | +0.54% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.85% | -0.03% | — | |
| 35 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.83% | — | — | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | -0.12% | — | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.77% | +0.12% | +17.47% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.70% | — | -0.02% | |
| 39 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.68% | — | +0.17% | |
| 40 | PNC | Pnc Financial Services Group | Stock-Financials | 0.65% | — | +0.01% | |
| 41 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.54% | -0.04% | — | |
| 42 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.54% | +0.13% | +11.88% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.52% | +0.22% | -2.20% | |
| 44 | TWLO | Twilio Inc - A | Stock-Tech | 0.51% | +0.10% | — | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.50% | — | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.13% | +65.79% | |
| 47 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.49% | — | +25.62% | |
| 48 | ✓ | Exchange Traded Concepts Tru | Stock-Other | 0.40% | — | — | |
| 49 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.39% | — | -51.25% | |
| 50 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.39% | — | — |
According to official SEC Form 13F filings, Strategic Family Wealth Counselors, L.L.C. reported a total U.S. public equity portfolio value of $430.0M across 118 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including RBLX, SCHG, SCHD) accounted for 14.0% of total reported equity market value during Q1 2024.
During Q1 2024, Strategic Family Wealth Counselors, L.L.C.'s top holdings by market value included RBLX (7.5%)、SCHG (4.5%)、SCHD (4.4%). The largest single position, RBLX, represented 7.5% of total portfolio value.
In Q1 2024, Strategic Family Wealth Counselors, L.L.C. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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