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CIK: 0001729755
Total reported value
$430.0M
$430.0M
133 檔
13.6%
At the close of Q3 2024, Strategic Family Wealth Counselors, L.L.C. disclosed equity holdings valued at approximately $430.0M, spread across 133 reported holdings.
During Q3 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 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.75% | -0.25% | +10.81% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.54% | +0.23% | -0.36% | |
| 3 | RBLX | Roblox CORP -class A | Stock-Comm Services | 4.05% | -0.57% | -47.79% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.59% | +0.05% | +11.11% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.47% | +0.06% | -1.66% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.40% | -0.13% | +6.80% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.29% | +0.15% | +2.42% | |
| 8 | UBER | Uber Technologies Inc | Stock-Industrials | 3.27% | -0.26% | +0.07% | |
| 9 | CGGR | Cap Group Growth Equity | ETF-Other | 3.24% | +0.22% | -1.75% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.23% | +0.30% | +3.16% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.12% | — | +9.13% | |
| 12 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.91% | -0.16% | +5.47% | |
| 13 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.79% | -0.05% | +10.83% | |
| 14 | FVD | First Trust Value Line Dvd | ETF-Other | 2.48% | -0.16% | +5.20% | |
| 15 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.24% | -0.16% | -2.30% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.22% | +0.02% | +1.56% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 2.12% | +0.24% | +7.09% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.98% | — | +0.69% | |
| 19 | ARKK | Ark Innovation ETF | ETF-Other | 1.96% | +0.22% | -3.76% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.83% | +0.06% | +2.10% | |
| 21 | PFE | Pfizer Inc | Stock-Healthcare | 1.78% | -0.32% | +0.21% | |
| 22 | HDV | Ishares Core High Dividend E | ETF-Other | 1.52% | -0.13% | +25.45% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.49% | -0.14% | +11.74% | |
| 24 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 1.48% | — | +0.02% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.37% | -0.29% | +4.30% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | +0.03% | +3.83% | |
| 27 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.18% | -0.04% | +4.84% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | -0.11% | -1.59% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.12% | +0.22% | +1.19% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 1.11% | +0.12% | +36.77% | |
| 31 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.09% | -0.26% | +4.46% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.99% | +0.05% | +0.07% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.13% | +24.52% | |
| 34 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.85% | -0.04% | +3.35% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.84% | +0.06% | -1.52% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.77% | -0.03% | -2.05% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | -0.12% | +0.78% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.67% | +0.22% | +4.55% | |
| 39 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.66% | — | +0.04% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.65% | — | +0.01% | |
| 41 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.60% | -0.11% | +81.63% | |
| 42 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.59% | — | +0.15% | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.59% | +0.13% | +3.21% | |
| 44 | CGCB | Cap Group Core Bond | ETF-Other | 0.51% | -0.08% | +132.82% | |
| 45 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.51% | — | +18.09% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.50% | — | +7.92% | |
| 47 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.49% | -0.04% | — | |
| 48 | TWLO | Twilio Inc - A | Stock-Tech | 0.48% | +0.10% | +0.03% | |
| 49 | PNC | Pnc Financial Services Group | Stock-Financials | 0.42% | — | -36.58% | |
| 50 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.38% | — | -0.44% |
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 133 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHD, SCHG, RBLX) accounted for 13.6% of total reported equity market value during Q3 2024.
During Q3 2024, Strategic Family Wealth Counselors, L.L.C.'s top holdings by market value included SCHD (4.8%)、SCHG (4.5%)、RBLX (4.0%). The largest single position, SCHD, represented 4.8% of total portfolio value.
In Q3 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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