Alliance Wealth Management Group

Q1 2016 13F Holdings

  • Location
    flemington, NJ
  • Num holdings

    22

  • Value ($000)

    $117,855

  • Date Filed
    05/10/2016
  • Form type
    13F-HR
  • CIK
    0001623707
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2016 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IEF
IEF

ISHARES TR

7-10 Y TR BD ETF
$41.90M
36 %

379,708

TLT
TLT

ISHARES TR

20 YR TR BD ETF
$18.45M
16 %

141,329

IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
$14.16M
12 %

141,967

HEFA
HEFA

ISHARES TR

HDG MSCI EAFE
$13.79M
12 %

578,079

GQ9
GQ9

SPDR GOLD TRUST

GOLD SHS
$8.46M
7 %

71,886

IWD
IWD

ISHARES TR

RUS 1000 VAL ETF
$7.13M
6 %

72,170

VGK
VGK

VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF
$5.31M
5 %

109,549

JPM
JPM

JPMORGAN CHASE & CO

COM
$1.82M
2 %

30,677

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$1.23M
1 %

23,530

JNJ
JNJ

JOHNSON & JOHNSON

COM
$690.00K
1 %

6,376

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