Wealth & Pension Services Group, Inc.
Q3 2019 13F Holdings
- Locationatlanta, GA
- Num holdings
121
- Value ($000)
$138,081
- Date Filed11/19/2019
- Form type13F-HR
- CIK0001697029
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2019 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST PORTFOLIO LR ETF | PORTFOLIO LR ETF | 78464A854 | $7.43M | 5 % | 213,201 | ||
IWB ISHARES TRUST RUS 1000 ETF | RUS 1000 ETF | 464287622 | $7.25M | 5 % | 44,035 | ||
SPDW SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF | PORTFOLIO DEVLPD ETF | 78463X889 | $7.08M | 5 % | 241,311 | ||
JPST JP MORGAN ETF TRUST ULTRA SHRT INC ETF | ULTRA SHRT INC ETF | 46641Q837 | $5.50M | 4 % | 109,141 | ||
IWD ISHARES TRUST RUS 1000 VAL ETF | RUS 1000 VAL ETF | 464287598 | $4.95M | 4 % | 38,595 | ||
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF | DIV APP ETF | 921908844 | $4.54M | 3 % | 37,953 | ||
VTV VANGUARD INDEX FUNDS VALUE ETF | VALUE ETF | 922908744 | $4.51M | 3 % | 40,392 | ||
VEA VANGUARD TAX MANAGED FUND FTSE DEV MKT ETF | FTSE DEV MKT ETF | 921943858 | $4.08M | 3 % | 99,249 | ||
IUSG ISHARES TRUST CORE S&P US GWT ETF | CORE S&P US GWT ETF | 464287671 | $3.55M | 3 % | 56,448 | ||
IWF ISHARES TRUST RUS 1000 GRW ETF | RUS 1000 GRW ETF | 464287614 | $2.77M | 2 % | 17,337 |
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