News + Filings Holdings
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Alliance Wealth Management Group
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SCHWAB US LC ETF
| SCHX | Equities | 848,221 | 6,988 | 38,297,192,000 | 38,261,566,000 | 14.01 | |
Hist
| 12/31/2022 |
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SPDR SERIES TRUST
| FLRN | Common | 572,193 | 12,744 | 17,388,958,000 | 17,372,007,000 | 6.36 | |
Hist
| 12/31/2022 |
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SCHWAB STRATEGIC TRUST
| SCHF | Common | 490,498 | 29,874 | 15,798,927,000 | 15,785,970,000 | 5.78 | |
Hist
| 12/31/2022 |
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SCHWAB STRATEGIC TRUST
| SCHE | Common | 476,286 | 32,825 | 11,273,686,000 | 11,263,752,000 | 4.12 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| IVV | Common | 23,055 | 1,330 | 8,857,851,000 | 8,850,059,000 | 3.24 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| EMB | Common | 96,092 | 6,941 | 8,128,426,000 | 8,121,347,000 | 2.97 | |
Hist
| 12/31/2022 |
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Floto Paul Johnstone
| FLOT | ETF | 152,379 | 6,441 | 7,669,234,000 | 7,661,898,000 | 2.80 | |
Hist
| 12/31/2022 |
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MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 39,267 | 6,588 | 4,143,454,000 | 4,140,102,000 | 1.52 | |
Hist
| 12/31/2022 |
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Apple Inc.
| AAPL | Common | 30,191 | 2 | 3,922,746,000 | 3,918,574,000 | 1.43 | 0.00 |
Hist
| 12/31/2022 |
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iSHARES TRUST
| IEFA | Common | 63,251 | 7,439 | 3,898,774,000 | 3,895,834,000 | 1.43 | |
Hist
| 12/31/2022 |
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GREAT WEST LIFE ASSURANCE CO /CAN/
| GWL | Common | 123,828 | 4,549 | 3,676,453,000 | 3,673,376,000 | 1.34 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| HYG | Common | 49,265 | 2,501 | 3,627,382,000 | 3,624,044,000 | 1.33 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| AGG | LEHMAN AGG BND | 37,034 | 64 | 3,591,928,000 | 3,588,366,000 | 1.31 | |
Hist
| 12/31/2022 |
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SPDR Barclays Intermediate Term Corporate Bond ETF
| ITR | common | 90,278 | 4,628 | 2,873,549,000 | 2,870,866,000 | 1.05 | |
Hist
| 12/31/2022 |
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SPDR INDEX SHS FDS
| SPEM | Common | 86,411 | 7,141 | 2,848,107,000 | 2,845,646,000 | 1.04 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| IJH | Common | 11,250 | 60 | 2,721,371,000 | 2,718,917,000 | 1.00 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| IJR | S&P SMLCAP 600 | 27,831 | 607 | 2,633,885,000 | 2,631,511,000 | 0.96 | |
Hist
| 12/31/2022 |
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iShares, Inc.
| IEMG | Common | 50,487 | 6,959 | 2,357,743,000 | 2,355,872,000 | 0.86 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| LQD | OPTIONS | 17,800 | 2,160 | 1,876,673,000 | 1,875,071,000 | 0.69 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| ISI | Common | 12,112 | 925 | 1,027,067,000 | 1,026,177,000 | 0.38 | |
Hist
| 12/31/2022 |
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JOHNSON & JOHNSON
| JNJ | Common | 5,776 | 59 | 1,020,245,000 | 1,019,311,000 | 0.37 | 0.00 |
Hist
| 12/31/2022 |
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SPDR SERIES TRUST
| SPYD | Common | 23,703 | 377 | 938,165,000 | 937,338,000 | 0.34 | |
Hist
| 12/31/2022 |
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JPMORGAN CHASE & CO
| JPM | Common | 5,242 | 62 | 702,952,000 | 702,411,000 | 0.26 | |
Hist
| 12/31/2022 |
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AT&T CORP
| T | Common | 30,193 | 52 | 555,856,000 | 555,394,000 | 0.20 | |
Hist
| 12/31/2022 |
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INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 2,030 | 100 | 540,442,000 | 539,926,000 | 0.20 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| SHY | 1-3 YR TRS BD | 6,267 | 285 | 508,673,000 | 508,187,000 | 0.19 | |
Hist
| 12/31/2022 |
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CHEVRON CORP
| CVX | Common | 2,526 | 76 | 453,392,000 | 453,040,000 | 0.17 | |
Hist
| 12/31/2022 |
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VANGUARD SPECIALIZED FUNDS
| VIG | Common | 2,791 | 1,154 | 423,769,000 | 423,548,000 | 0.15 | |
Hist
| 12/31/2022 |
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COLGATE PALMOLIVE CO
| CL | Common | 4,321 | 2 | 340,449,000 | 340,146,000 | 0.12 | |
Hist
| 12/31/2022 |
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DGROYAL, LLC
| DGRO | ETF | 6,651 | 1,169 | 332,532,000 | 332,288,000 | 0.12 | |
Hist
| 12/31/2022 |
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NEXTERA ENERGY INC
| FPL | common | 3,483 | 16 | 291,190,000 | 290,918,000 | 0.11 | 0.00 |
Hist
| 12/31/2022 |
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