Rainsberger Wealth Advisors, Inc.

Q4 2023 13F Holdings

  • Location
    colorado springs, CO
  • Num holdings

    69

  • Value ($000)

    $183,265

  • Date Filed
    01/26/2024
  • Form type
    13F-HR
  • CIK
    0001912314
  • 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 Q4 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHF
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
$11.32M
6 %

306,340

SCHB
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
$11.30M
6 %

203,009

MTUM
MTUM

ISHARES TR

MSCI USA MMENTM
$8.03M
4 %

51,165

IEI
IEI

ISHARES TR

3 7 YR TREAS BD
$7.96M
4 %

68,001

SCHM
SCHM

SCHWAB STRATEGIC TR

US MID-CAP ETF
$7.67M
4 %

101,842

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$7.63M
4 %

100,193

KRE
KRE

SPDR SER TR

PORTFOLIO AGRGTE
$7.47M
4 %

291,475

JPIE
JPIE

J P MORGAN EXCHANGE TRADED F

INCOME ETF
$7.12M
4 %

156,212

SCHE
SCHE

SCHWAB STRATEGIC TR

EMRG MKTEQ ETF
$6.54M
4 %

263,826

FNDA
FNDA

SCHWAB STRATEGIC TR

SCHWAB FDT US SC
$6.03M
3 %

108,870

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