BT Wealth Management LLC
Q1 2021 13F Holdings
- Locationatlanta, GA
- Num holdings
62
- Value ($000)
$300,563
- Date Filed05/06/2021
- Form type13F-HR
- CIK0001767863
- 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 2021 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $73.22 M | 24 % | 327,123 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $44.20 M | 15 % | 300,534 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $37.42 M | 12 % | 94,061 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $31.28 M | 10 % | 220,801 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $17.38 M | 6 % | 71,519 | ||
SVAL ISHARES TR | US SML CP VALUE | 46436E536 | $13.04 M | 4 % | 425,842 | ||
PGF INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | 46137V621 | $10.69 M | 4 % | 566,100 | ||
HDV ISHARES TR | CORE HIGH DV ETF | 46429B663 | $10.13 M | 3 % | 106,797 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $7.70 M | 3 % | 147,897 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $7.12 M | 2 % | 17,969 |
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