GFS Private Wealth, LLC
Q4 2017 13F Holdings
- Locationclearwater, FL
- Num holdings
48
- Value ($000)
$291,562
- Date Filed01/29/2018
- Form type13F-HR
- CIK0001728122
- 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 2017 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $38.70M | 13 % | 275,174 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $26.73M | 9 % | 261,964 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $21.32M | 7 % | 400,288 | ||
IWO ISHARES TR | RUS 2000 GRW ETF | 464287648 | $16.87M | 6 % | 90,338 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $16.62M | 6 % | 123,393 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $15.63M | 5 % | 224,069 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $14.71M | 5 % | 138,306 | ||
AIVL WISDOMTREE TR | US DIVID EX FNCL | 97717W406 | $13.59M | 5 % | 153,703 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $12.77M | 4 % | 180,593 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $12.64M | 4 % | 247,081 |
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