Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
INVESCO EXCHANGE TRADED FD T (RSP) | 125,373 | +125,373 | $19,784 |
RSP | 125,373 | +125,373 | $19,784 |
SCHWAB STRATEGIC TR | 289,122 | +289,122 | $16,003 |
FNDA | 289,122 | +289,122 | $16,003 |
VANGUARD TAX MANAGED FDS (VEA) | 287,477 | +287,477 | $13,770 |
VEA | 287,477 | +287,477 | $13,770 |
SCHWAB STRATEGIC TR | 167,684 | +167,684 | $10,386 |
FNDX | 167,684 | +167,684 | $10,386 |
ISHARES TR (TIP) | 96,393 | +96,393 | $10,361 |
TIP | 96,393 | +96,393 | $10,361 |
ISHARES TR (OEF) | 46,076 | +46,076 | $10,293 |
OEF | 46,076 | +46,076 | $10,293 |
VANGUARD BD INDEX FDS (BSV) | 115,059 | +115,059 | $8,862 |
BSV | 115,059 | +115,059 | $8,862 |
ISHARES TR (AOR) | 102,305 | +102,305 | $5,442 |
AOR | 102,305 | +102,305 | $5,442 |
ISHARES TR (HYG) | 61,938 | +61,938 | $4,793 |
HYG | 61,938 | +61,938 | $4,793 |
SCHWAB STRATEGIC TR | 149,988 | +149,988 | $4,071 |
FNDE | 149,988 | +149,988 | $4,071 |
APPLE INC | 11,849 | +11,849 | $2,281 |
AAPL | 11,849 | +11,849 | $2,281 |
US BANCORP DEL | 36,013 | +36,013 | $1,559 |
USB | 36,013 | +36,013 | $1,559 |
ISHARES TR (AOA) | 18,278 | +18,278 | $1,262 |
AOA | 18,278 | +18,278 | $1,262 |
ALERUS FINL CORP | 55,479 | +55,479 | $1,242 |
ALRS | 55,479 | +55,479 | $1,242 |
BNY MELLON ETF TRUST (BKLC) | 11,765 | +11,765 | $1,064 |
BKLC | 11,765 | +11,765 | $1,064 |
BERKSHIRE HATHAWAY INC DEL | $779 | ||
BRK.B | 2,183 | +2,183 | $779 |
MICROSOFT CORP | 2,027 | +2,027 | $762 |
MSFT | 2,027 | +2,027 | $762 |
UNITEDHEALTH GROUP INC | 1,267 | +1,267 | $667 |
UNH | 1,267 | +1,267 | $667 |
VANGUARD INDEX FDS (VOO) | 1,437 | +1,437 | $628 |
VOO | 1,437 | +1,437 | $628 |
ISHARES TR (AOK) | 16,213 | +16,213 | $586 |
AOK | 16,213 | +16,213 | $586 |
ISHARES TR (EEM) | 12,955 | +12,955 | $521 |
EEM | 12,955 | +12,955 | $521 |
ISHARES TR (AOM) | 12,527 | +12,527 | $520 |
AOM | 12,527 | +12,527 | $520 |
TARGET CORP | 3,084 | +3,084 | $439 |
TGT | 3,084 | +3,084 | $439 |
VANGUARD INDEX FDS (VTI) | 1,852 | +1,852 | $439 |
VTI | 1,852 | +1,852 | $439 |
SPDR SER TR (KRE) | 7,972 | +7,972 | $418 |
KRE | 7,972 | +7,972 | $418 |
OTTER TAIL CORP | 4,238 | +4,238 | $360 |
OTTR | 4,238 | +4,238 | $360 |
DEVON ENERGY CORP NEW | 6,525 | +6,525 | $296 |
DVN | 6,525 | +6,525 | $296 |
SCHWAB STRATEGIC TR | 8,339 | +8,339 | $281 |
FNDF | 8,339 | +8,339 | $281 |
DRAFTKINGS INC NEW | 7,370 | +7,370 | $260 |
DKNG | 7,370 | +7,370 | $260 |
See Full List: All Stocks Held By Wealth Forward LLC
— Including:
Biggest new positions
Biggest exits
See Details: Top 10 Stocks Held By Wealth Forward LLC
Size ($ in 1000's)
At 12/31/2023: $118,369 At 09/30/2023: $0 Wealth Forward LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealth Forward LLC 13F filings. Link to 13F filings: SEC filings |