HARVEST GROUP WEALTH MANAGEMENT, LLC
Q1 2023 13F Holdings
- Locationwaltham, MA
- Num holdings
192
- Value ($000)
$160,941
- Date Filed04/28/2023
- Form type13F-HR
- CIK0001694461
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 Value ETF | ETF | 78464A508 | $13.66M | 9 % | 335,368 | ||
SCHWAB SHORT-TERM US TREASURY ETF | ETF | 808524862 | $9.77M | 6 % | 200,300 | ||
iShares International ETF | ETF | 46432F834 | $9.35M | 6 % | 150,873 | ||
Schwab Large Cap Growth ETF | ETF | 808524300 | $9.17M | 6 % | 140,776 | ||
SCHWAB INTERMEDIATE-TERM US TREASURY ETF | ETF | 808524854 | $8.56M | 5 % | 169,795 | ||
SPDR Emerging Markets ETF | ETF | 78463X509 | $8.38M | 5 % | 245,600 | ||
FIRST TRUST LOW DURATION OPPORTUNITIES ETF | ETF | 33739Q200 | $7.6M | 5 % | 158,767 | ||
SPDR Small Cap Value ETF | ETF | 78468R853 | $7.33M | 5 % | 194,090 | ||
iShares MBS ETF | ETF | 464288588 | $7.28M | 5 % | 76,901 | ||
Goldman Sachs Investment Grade Corporate Bond ETF | ETF | 381430479 | $6.74M | 4 % | 147,214 |
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