Strategic Family Wealth Counselors, L.L.C.
CIK 1729755 · Holdings on Dec 31, 2023 · First reported Jan 29, 2024
Top ten holdings
Q4 2023- RBLX9.59%
- SCHD4.26%
- SCHG4.09%
- SCHX3.46%
- SPY3.29%
- UBER3.20%
- SCHM3.17%
- VYM3.16%
- CGGR3.11%
- SCHA3.04%
Share classes counted separately40.37%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | RBLXROBLOX CORP -CLASS ACL A View history and evidence | $22.89M | 9.59% | 500.68K shares | — | ↗▾ | |
| 02 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $10.17M | 4.26% | 133.53K shares | — | ↗▾ | |
| 03 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $9.75M | 4.09% | 117.58K shares | — | ↗▾ | |
| 04 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $8.25M | 3.46% | 146.33K shares | — | ↗▾ | |
| 05 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $7.85M | 3.29% | 16.52K shares | — | ↗▾ | |
| 06 | UBERUBER TECHNOLOGIES INC View history and evidence | $7.64M | 3.20% | 124.05K shares | — | ↗▾ | |
| 07 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $7.56M | 3.17% | 100.40K shares | — | ↗▾ | |
| 08 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $7.54M | 3.16% | 67.52K shares | — | ↗▾ | |
| 09 | CGGRCAP GROUP GROWTH EQUITYSHS CREATION UNI View history and evidence | $7.41M | 3.11% | 262.56K shares | — | ↗▾ | |
| 10 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $7.25M | 3.04% | 153.49K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 46138J866 INVESCO EXCH TRD SLF IDX FD | Non-derivative | — | — | SEC filing ↗ | |
| PGRE PARAMOUNT GROUP INC | Non-derivative | — | — | SEC filing ↗ | |
| BXMT BLACKSTONE MORTGAGE TRU-CL A | Non-derivative | — | — | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1729755 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 238571803
}Research all 117 reported holdings.
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