HoldingsChannel.com
DWM Financial Group Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
John Hancock Multifactor Mid Cap ETF (JHMM) 380,816 +380,816 $14,913
     JHMM380,816+380,816$14,913
JP Morgan Diversified Return International Equity 162,738 +162,738 $9,291
     JPIN162,738+162,738$9,291
Schwab Fndmntl US SC Index ETF (FNDA) 225,498 +225,498 $9,074
     FNDA225,498+225,498$9,074
Vanguard Small Cap Growth (VBK) 39,861 +39,861 $7,920
     VBK39,861+39,861$7,920
Goldman Sachs ActiveBeta Emerg Mkts Eq ETF (GEM) 202,319 +202,319 $6,948
     GEM202,319+202,319$6,948
Vanguard Emerging Market Bond (VWOB) 50,687 +50,687 $4,126
     VWOB50,687+50,687$4,126
Schwab International Small Cap Equity ETF (SCHC) 109,436 +109,436 $3,792
     SCHC109,436+109,436$3,792
Vanguard Mortgage Backed Sec Indx ETF (VMBS) 70,060 +70,060 $3,725
     VMBS70,060+70,060$3,725
Schwab US TIPS 65,480 +65,480 $3,708
     SCHP65,480+65,480$3,708
JPMorgan Ultra Short Income ETF (JPST) 69,354 +69,354 $3,498
     JPST69,354+69,354$3,498
Vanguard Intl Bond Index (BNDX) 58,241 +58,241 $3,295
     BNDX58,241+58,241$3,295
Invesco BulletShares 2023 Corporate Bond (BSCN) 146,659 +146,659 $3,125
     BSCN146,659+146,659$3,125
Invesco BulletShares 2022 Corporate Bond (BSCM) 145,132 +145,132 $3,121
     BSCM145,132+145,132$3,121
Invesco BulletShares 2021 Corporate Bond (BSCL) 145,593 +145,593 $3,092
     BSCL145,593+145,593$3,092
Invesco BulletShares 2020 Corporate Bond (BSCK) 144,822 +144,822 $3,083
     BSCK144,822+144,822$3,083
Invesco BulletShares 2024 Corporate Bond (BSCO) 143,155 +143,155 $3,074
     BSCO143,155+143,155$3,074
Rivernorth Marketplace Lending 141,365 +141,365 $2,576
     RSF141,365+141,365$2,576
iShares Global REIT (REET) 83,664 +83,664 $2,311
     REET83,664+83,664$2,311
iShares Gold Trust (IAU) 140,784 +140,784 $2,041
     IAU140,784+140,784$2,041
Alerian MLP 234,571 +234,571 $1,994
     AMLP234,571+234,571$1,994
Schwab Fundamental US Large Company Index ETF (FNDX) 14,823 +14,823 $633
     FNDX14,823+14,823$633
First Bancorp 14,119 +14,119 $563
     FBNC14,119+14,119$563
Schwab US Mid Cap 6,900 +6,900 $415
     SCHM6,900+6,900$415
SPDR S&P 500 Trust (SPY) 1,130 +1,130 $364
     SPY1,130+1,130$364
Apple Inc 878 +878 $258
     AAPL878+878$258
Amazon.com Inc 115 +115 $213
     AMZN115+115$213
INVESCO BLETSHS 2021 MNPL BND ETF (BSML) 8,186 +8,186 $206
     BSML8,186+8,186$206
Invesco BulletShares 2022 Municipal Bond ETF (BSMM) 8,186 +8,186 $205
     BSMM8,186+8,186$205
Invesco Exchange Traded Self Idx Ft Bulletshares 2023 Mun Bd Etf (BSMN) 8,172 +8,172 $205
     BSMN8,172+8,172$205
INVESCO BLETSHS 2024 MNPL BND ETF (BSMO) 8,160 +8,160 $205
     BSMO8,160+8,160$205

See Full List: All Stocks Held By DWM Financial Group Inc.
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By DWM Financial Group Inc.

Size ($ in 1000's)
At 12/31/2019: $98,179
At 09/30/2019: $0

DWM Financial Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from DWM Financial Group Inc. 13F filings. Link to 13F filings: SEC filings

DWM Financial Group Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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