HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
125,531 | -4,878 | $52,005 |
| IVV | 125,531 | -4,878 | $52,005 |
| SCHWAB STRATEGIC TR |
429,155 | -16,159 | $31,942 |
| SCHD | 429,155 | -16,159 | $31,942 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
548,182 | -27,086 | $27,475 |
| JPST | 548,182 | -27,086 | $27,475 |
| SCHWAB STRATEGIC TR |
286,620 | -16,133 | $18,771 |
| SCHG | 286,620 | -16,133 | $18,771 |
| FIRST TR EXCHNG TRADED FD VI (UCON) |
628,561 | -52,747 | $15,670 |
| UCON | 628,561 | -52,747 | $15,670 |
| SCHWAB STRATEGIC TR |
343,336 | -18,363 | $14,784 |
| SCHA | 343,336 | -18,363 | $14,784 |
| ISHARES TR (EFAV) |
213,814 | -12,762 | $14,043 |
| EFAV | 213,814 | -12,762 | $14,043 |
| ETF SER SOLUTIONS (DSTL) |
325,943 | -1,812 | $13,836 |
| DSTL | 325,943 | -1,812 | $13,836 |
| SCHWAB STRATEGIC TR |
237,935 | -4,839 | $11,790 |
| FNDA | 237,935 | -4,839 | $11,790 |
| ISHARES TR (AGG) |
112,555 | -3,487 | $11,714 |
| AGG | 112,555 | -3,487 | $11,714 |
| AMERICAN CENTY ETF TR (AVDE) |
195,493 | -4,754 | $10,453 |
| AVDE | 195,493 | -4,754 | $10,453 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
178,238 | +162,733 | $7,365 |
| VWO | 178,238 | +162,733 | $7,365 |
| VANGUARD MUN BD FDS (VTEB) |
116,247 | -24,807 | $5,940 |
| VTEB | 116,247 | -24,807 | $5,940 |
| INVESCO EXCH TRADED FD TR II (XMLV) |
84,025 | -6,142 | $4,606 |
| XMLV | 84,025 | -6,142 | $4,606 |
| VANGUARD INDEX FDS (VTI) |
17,065 | +127 | $3,520 |
| VTI | 17,065 | +127 | $3,520 |
| PROGRESSIVE CORP |
30,568 | +137 | $3,517 |
| PGR | 30,568 | +137 | $3,517 |
| SCHWAB STRATEGIC TR |
69,937 | +837 | $3,430 |
| SCHZ | 69,937 | +837 | $3,430 |
| APPLE INC |
19,786 | +436 | $3,215 |
| AAPL | 19,786 | +436 | $3,215 |
| MICROSOFT CORP |
10,024 | +688 | $2,814 |
| MSFT | 10,024 | +688 | $2,814 |
| GLOBAL X FDS |
55,747 | UNCH | $2,803 |
| CATH | 55,747 | UNCH | $2,803 |
 PACER FDS TR |
$2,599 | ||
| COWZ | 55,710 | +21,626 | $2,583 |
| BNCHMRK INDSTR | 355 | UNCH | $16 |
| SCHWAB STRATEGIC TR |
62,294 | -11,458 | $1,998 |
| FNDC | 62,294 | -11,458 | $1,998 |
| SCHWAB STRATEGIC TR |
30,320 | -127 | $1,654 |
| FNDX | 30,320 | -127 | $1,654 |
| VANGUARD INDEX FDS (VOO) |
4,352 | +1,539 | $1,648 |
| VOO | 4,352 | +1,539 | $1,648 |
| SCHWAB STRATEGIC TR |
52,784 | +467 | $1,541 |
| FNDF | 52,784 | +467 | $1,541 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
35,055 | -3,166 | $1,506 |
| VEA | 35,055 | -3,166 | $1,506 |
| GALLAGHER ARTHUR J & CO |
8,295 | UNCH | $1,485 |
| AJG | 8,295 | UNCH | $1,485 |
| ALPHABET INC |
12,404 | +11,738 | $1,443 |
| GOOGL | 12,404 | +11,738 | $1,443 |
| ANTERO MIDSTREAM CORP |
132,722 | UNCH | $1,365 |
| AM | 132,722 | UNCH | $1,365 |
| PROCTER AND GAMBLE CO |
9,356 | -114 | $1,306 |
| PG | 9,356 | -114 | $1,306 |
| LOCKHEED MARTIN CORP |
2,800 | -14 | $1,159 |
| LMT | 2,800 | -14 | $1,159 |
| EXXON MOBIL CORP |
10,759 | +871 | $1,043 |
| XOM | 10,759 | +871 | $1,043 |
| ANTERO RESOURCES CORP |
26,231 | UNCH | $1,040 |
| AR | 26,231 | UNCH | $1,040 |
| VANGUARD INDEX FDS (VBR) |
6,063 | -1,000 | $998 |
| VBR | 6,063 | -1,000 | $998 |
| SCHWAB STRATEGIC TR |
20,122 | -381 | $993 |
| SCHO | 20,122 | -381 | $993 |
| JOHNSON & JOHNSON |
5,464 | +57 | $954 |
| JNJ | 5,464 | +57 | $954 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
16,654 | UNCH | $860 |
| VEU | 16,654 | UNCH | $860 |
| PFIZER INC |
16,829 | +2,635 | $855 |
| PFE | 16,829 | +2,635 | $855 |
| ACCENTURE PLC IRELAND |
2,616 | +174 | $801 |
| ACN | 2,616 | +174 | $801 |
| AMAZON COM INC |
5,489 | +5,214 | $741 |
| AMZN | 5,489 | +5,214 | $741 |
| SCHWAB STRATEGIC TR |
25,965 | +323 | $652 |
| SCHE | 25,965 | +323 | $652 |
| CHINA PETROLEUM & CHEMICAL C |
12,348 | +9,636 | $579 |
| SNP | 12,348 | +9,636 | $579 |
| CISCO SYS INC |
12,667 | +2,930 | $575 |
| CSCO | 12,667 | +2,930 | $575 |
| QUALCOMM INC |
3,816 | +56 | $554 |
| QCOM | 3,816 | +56 | $554 |
| CHUNGHWA TELECOM CO LTD |
13,435 | -4,382 | $545 |
| CHT | 13,435 | -4,382 | $545 |
| VISA INC |
2,443 | -203 | $518 |
| V | 2,443 | -203 | $518 |
| ALPHABET INC |
4,320 | +4,125 | $504 |
| GOOG | 4,320 | +4,125 | $504 |
| AMERICAN CENTY ETF TR (AVUV) |
6,454 | +6,454 | $489 |
| AVUV | 6,454 | +6,454 | $489 |
| INTEL CORP |
12,669 | +5,557 | $460 |
| INTC | 12,669 | +5,557 | $460 |
| TAIWAN SEMICONDUCTOR MFG LTD |
4,929 | -172 | $436 |
| TSM | 4,929 | -172 | $436 |
See Full List: All Stocks Held By Janiczek Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Janiczek Wealth Management LLC
|
Size ($ in 1000's)
At 06/30/2022: $336,416 At 03/31/2022: $362,200 Janiczek Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Janiczek Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
