Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
SCHWAB STRATEGIC TR | 776,829 | +776,829 | $43,813 |
SCHX | 776,829 | +776,829 | $43,813 |
SCHWAB STRATEGIC TR | 509,553 | +509,553 | $23,755 |
SCHZ | 509,553 | +509,553 | $23,755 |
SPDR SER TR (FLRN) | 690,616 | +690,616 | $21,126 |
FLRN | 690,616 | +690,616 | $21,126 |
SCHWAB STRATEGIC TR | 418,211 | +418,211 | $15,457 |
SCHF | 418,211 | +418,211 | $15,457 |
ISHARES TR (IVV) | 29,684 | +29,684 | $14,178 |
IVV | 29,684 | +29,684 | $14,178 |
ISHARES TR (HYG) | 171,041 | +171,041 | $13,237 |
HYG | 171,041 | +171,041 | $13,237 |
SCHWAB STRATEGIC TR | 482,926 | +482,926 | $11,972 |
SCHE | 482,926 | +482,926 | $11,972 |
ISHARES TR (FLOT) | 214,200 | +214,200 | $10,843 |
FLOT | 214,200 | +214,200 | $10,843 |
SCHWAB STRATEGIC TR | 224,706 | +224,706 | $10,615 |
SCHA | 224,706 | +224,706 | $10,615 |
SCHWAB STRATEGIC TR | 140,001 | +140,001 | $10,545 |
SCHM | 140,001 | +140,001 | $10,545 |
SCHWAB STRATEGIC TR | 170,345 | +170,345 | $9,483 |
SCHB | 170,345 | +170,345 | $9,483 |
ISHARES TR (EMB) | 102,660 | +102,660 | $9,143 |
EMB | 102,660 | +102,660 | $9,143 |
SPDR SER TR (SPLG) | 162,054 | +162,054 | $9,059 |
SPLG | 162,054 | +162,054 | $9,059 |
PIMCO ETF TR (CORP) | 87,778 | +87,778 | $8,537 |
CORP | 87,778 | +87,778 | $8,537 |
SPDR SER TR (SPAB) | 289,191 | +289,191 | $7,415 |
SPAB | 289,191 | +289,191 | $7,415 |
COCA COLA CONS INC | 7,918 | +7,918 | $7,351 |
COKE | 7,918 | +7,918 | $7,351 |
ISHARES TR (MUB) | 55,526 | +55,526 | $6,020 |
MUB | 55,526 | +55,526 | $6,020 |
ISHARES TR (AGG) | 59,911 | +59,911 | $5,946 |
AGG | 59,911 | +59,911 | $5,946 |
APPLE INC | 29,339 | +29,339 | $5,649 |
AAPL | 29,339 | +29,339 | $5,649 |
ISHARES TR (IEFA) | 76,217 | +76,217 | $5,362 |
IEFA | 76,217 | +76,217 | $5,362 |
SPDR SER TR (TFI) | 112,787 | +112,787 | $5,301 |
TFI | 112,787 | +112,787 | $5,301 |
INVESCO EXCH TRADED FD TR II (PCY) | 235,049 | +235,049 | $4,847 |
PCY | 235,049 | +235,049 | $4,847 |
SCHWAB STRATEGIC TR | 57,211 | +57,211 | $4,355 |
SCHD | 57,211 | +57,211 | $4,355 |
ISHARES TR (SHYG) | 100,724 | +100,724 | $4,253 |
SHYG | 100,724 | +100,724 | $4,253 |
INVESCO EXCH TRADED FD TR II (PHB) | 225,077 | +225,077 | $4,081 |
PHB | 225,077 | +225,077 | $4,081 |
ISHARES TR (IJR) | 34,924 | +34,924 | $3,780 |
IJR | 34,924 | +34,924 | $3,780 |
ISHARES TR (IJH) | 12,863 | +12,863 | $3,565 |
IJH | 12,863 | +12,863 | $3,565 |
SPDR INDEX SHS FDS (SPDW) | 102,433 | +102,433 | $3,484 |
SPDW | 102,433 | +102,433 | $3,484 |
SPDR INDEX SHS FDS (SPEM) | 97,485 | +97,485 | $3,452 |
SPEM | 97,485 | +97,485 | $3,452 |
ISHARES INC (IEMG) | 66,567 | +66,567 | $3,367 |
IEMG | 66,567 | +66,567 | $3,367 |
SPDR SER TR (SPIB) | 89,651 | +89,651 | $2,943 |
SPIB | 89,651 | +89,651 | $2,943 |
ISHARES TR (LQD) | 21,695 | +21,695 | $2,401 |
LQD | 21,695 | +21,695 | $2,401 |
SPDR SER TR (SPSM) | 50,843 | +50,843 | $2,145 |
SPSM | 50,843 | +50,843 | $2,145 |
SCHWAB STRATEGIC TR | 25,352 | +25,352 | $2,103 |
SCHG | 25,352 | +25,352 | $2,103 |
SPDR SER TR (SPMD) | 42,675 | +42,675 | $2,079 |
SPMD | 42,675 | +42,675 | $2,079 |
ISHARES TR (ITOT) | 18,729 | +18,729 | $1,971 |
ITOT | 18,729 | +18,729 | $1,971 |
ISHARES TR (IWF) | 6,474 | +6,474 | $1,963 |
IWF | 6,474 | +6,474 | $1,963 |
SCHWAB STRATEGIC TR | 38,498 | +38,498 | $1,865 |
SCHO | 38,498 | +38,498 | $1,865 |
MICROSOFT CORP | 4,516 | +4,516 | $1,698 |
MSFT | 4,516 | +4,516 | $1,698 |
SPDR SER TR (SPTM) | 25,135 | +25,135 | $1,469 |
SPTM | 25,135 | +25,135 | $1,469 |
INVESCO EXCHANGE TRADED FD T (RSP) | 7,049 | +7,049 | $1,112 |
RSP | 7,049 | +7,049 | $1,112 |
SPDR SER TR (SPYD) | 26,134 | +26,134 | $1,024 |
SPYD | 26,134 | +26,134 | $1,024 |
MERCK & CO INC | 8,851 | +8,851 | $965 |
MRK | 8,851 | +8,851 | $965 |
JOHNSON & JOHNSON | 5,922 | +5,922 | $928 |
JNJ | 5,922 | +5,922 | $928 |
JPMORGAN CHASE & CO | 4,991 | +4,991 | $849 |
JPM | 4,991 | +4,991 | $849 |
INVESCO QQQ TR | 1,965 | +1,965 | $805 |
QQQ | 1,965 | +1,965 | $805 |
VANGUARD INDEX FDS (VTI) | 2,850 | +2,850 | $676 |
VTI | 2,850 | +2,850 | $676 |
ISHARES TR (DGRO) | 11,924 | +11,924 | $642 |
DGRO | 11,924 | +11,924 | $642 |
VANGUARD INDEX FDS (VUG) | 1,891 | +1,891 | $588 |
VUG | 1,891 | +1,891 | $588 |
SCHWAB STRATEGIC TR | 8,122 | +8,122 | $569 |
SCHV | 8,122 | +8,122 | $569 |
ISHARES TR (SHY) | 6,909 | +6,909 | $567 |
SHY | 6,909 | +6,909 | $567 |
DIMENSIONAL ETF TRUST (DFUS) | 9,863 | +9,863 | $511 |
DFUS | 9,863 | +9,863 | $511 |
VANGUARD SPECIALIZED FUNDS (VIG) | 2,791 | +2,791 | $476 |
VIG | 2,791 | +2,791 | $476 |
AT&T INC | 26,338 | +26,338 | $442 |
T | 26,338 | +26,338 | $442 |
META PLATFORMS INC | 1,211 | +1,211 | $429 |
META | 1,211 | +1,211 | $429 |
AMAZON COM INC | 2,774 | +2,774 | $421 |
AMZN | 2,774 | +2,774 | $421 |
VANGUARD INDEX FDS (VTV) | 2,676 | +2,676 | $400 |
VTV | 2,676 | +2,676 | $400 |
ISHARES TR (IWD) | 2,353 | +2,353 | $389 |
IWD | 2,353 | +2,353 | $389 |
CHEVRON CORP NEW | 2,556 | +2,556 | $381 |
CVX | 2,556 | +2,556 | $381 |
SPDR SER TR (SPSB) | 13,040 | +13,040 | $379 |
SPSB | 13,040 | +13,040 | $379 |
BANK AMERICA CORP | 9,929 | +9,929 | $334 |
BAC | 9,929 | +9,929 | $334 |
NVIDIA CORPORATION | 661 | +661 | $328 |
NVDA | 661 | +661 | $328 |
CISCO SYS INC | 6,224 | +6,224 | $314 |
CSCO | 6,224 | +6,224 | $314 |
LAS VEGAS SANDS CORP | 6,300 | +6,300 | $310 |
LVS | 6,300 | +6,300 | $310 |
ALPHABET INC | 2,020 | +2,020 | $285 |
GOOG | 2,020 | +2,020 | $285 |
VANGUARD INDEX FDS (VOO) | 630 | +630 | $275 |
VOO | 630 | +630 | $275 |
COLGATE PALMOLIVE CO | 3,430 | +3,430 | $273 |
CL | 3,430 | +3,430 | $273 |
VANGUARD INTL EQUITY INDEX F (VT) | 2,590 | +2,590 | $266 |
VT | 2,590 | +2,590 | $266 |
HOME DEPOT INC | 731 | +731 | $253 |
HD | 731 | +731 | $253 |
ALPHABET INC | 1,780 | +1,780 | $249 |
GOOGL | 1,780 | +1,780 | $249 |
INTERNATIONAL BUSINESS MACHS | 1,405 | +1,405 | $230 |
IBM | 1,405 | +1,405 | $230 |
VANGUARD INTL EQUITY INDEX F (VEU) | 3,953 | +3,953 | $222 |
VEU | 3,953 | +3,953 | $222 |
NEXTERA ENERGY INC | 3,488 | +3,488 | $212 |
NEE | 3,488 | +3,488 | $212 |
DISNEY WALT CO | 2,291 | +2,291 | $207 |
DIS | 2,291 | +2,291 | $207 |
HERSHEY CO | 1,100 | +1,100 | $205 |
HSY | 1,100 | +1,100 | $205 |
PROCTER AND GAMBLE CO | 1,402 | +1,402 | $205 |
PG | 1,402 | +1,402 | $205 |
See Summary: Alliance Wealth Management Group Top Holdings
See Details: Top 10 Stocks Held By Alliance Wealth Management Group
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
SCHX | +776,829 | +$43,813 |
SCHZ | +509,553 | +$23,755 |
FLRN | +690,616 | +$21,126 |
SCHF | +418,211 | +$15,457 |
IVV | +29,684 | +$14,178 |
HYG | +171,041 | +$13,237 |
SCHE | +482,926 | +$11,972 |
FLOT | +214,200 | +$10,843 |
SCHA | +224,706 | +$10,615 |
SCHM | +140,001 | +$10,545 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
UNCH | $UNCH |
Size ($ in 1000's)
At 12/31/2023: $327,349 At 09/30/2023: $0 Alliance Wealth Management Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Alliance Wealth Management Group 13F filings. Link to 13F filings: SEC filings |