WEALTH MANAGEMENT RESOURCES, INC.
Q4 2024 13F Holdings
- Locationsmithfield, RI
- Num holdings
31
- Value ($000)
$270,999
- Date Filed01/21/2025
- Form type13F-HR
- CIK0001063516
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPHQ INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | $33.67M | 12 % | 502,362 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $27.35M | 10 % | 609,484 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $26.58M | 10 % | 287,505 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $26.22M | 10 % | 298,239 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $23.64M | 9 % | 865,387 | ||
IHDG WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 | $15.62M | 6 % | 359,387 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $14.16M | 5 % | 296,477 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $13.87M | 5 % | 749,888 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $12.18M | 5 % | 137,207 | ||
SMMV ISHARES TR | MSCI USA SMCP MN | 46435G433 | $11.75M | 4 % | 283,350 |
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