A Closer Look at Janiczek Wealth Management's Q4 2022 vs. Q1 2023 13F Holdings

Janiczek Wealth Management, LLC recently released their Q4 2022 and Q1 2023 13F filings, indicating their holdings for the end of the year and the beginning of the new year. As a professional blog writer, we are taking a closer look at the changes in Janiczek Wealth Management's holdings during this time.

For those who may not know, Janiczek Wealth Management is a registered investment advisory firm based in Denver, Colorado. The firm provides financial planning and investment management services to high net worth individuals, families, and institutions.

Let's dive into the changes in Janiczek Wealth Management's holdings during this time period.

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At the end of Q4 2022, Janiczek Wealth Management had 35 total holdings, with a total value of $277,943,000. By the end of Q1 2023, the firm had 36 total holdings with a total value of $274,333,000. This represents a -1.3% change in the number of holdings and a -1.3% change in the total value of holdings.

The biggest change in holdings during this time period was the significant increase in shares of ISHARES TR (AGG). In Q4 2022, Janiczek Wealth Management held 130,350 shares of AGG, valued at $13,072,000. By the end of Q1 2023, the firm had increased their holdings to 265,066 shares, valued at $26,347,000. This represents a 101.5% increase in shares held and a 101.5% increase in the value of holdings for AGG.

VANGUARD INTL EQUITY INDEX F (VWO) also saw a significant increase in shares held during this time period. In Q4 2022, Janiczek Wealth Management held 184,393 shares of VWO, valued at $7,718,000. By the end of Q1 2023, the firm had increased their holdings to 351,509 shares, valued at $14,292,000. This represents an 85.2% increase in shares held and an 85.2% increase in the value of holdings for VWO.

Other notable increases in holdings include AMERICAN CENTY ETF TR (AVDE), ETF SER SOLUTIONS (DSTL), and J P MORGAN EXCHANGE TRADED F (JPST). AVDE saw an increase in shares held of 115.2%, DSTL saw an increase in shares held of 8.3%, and JPST saw a decrease in shares held of -65.9%.

On the other hand, SCHWAB STRATEGIC TR (SCHD) saw a significant decrease in shares held during this time period. In Q4 2022, Janiczek Wealth Management held 639,247 shares of SCHD, valued at $49,784,000. By the end of Q1 2023, the firm had decreased their holdings to 564,745 shares, valued at $41,553,000. This represents a -16.5% decrease in shares held and a -16.5% decrease in the value of holdings for SCHD.

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In conclusion, Janiczek Wealth Management's Q4 2022 vs. Q1 2023 13F filings show that the firm had some notable changes in holdings during this time period. The most significant increases in holdings were seen for AGG and VWO, while SCHD saw the most significant decrease in holdings. These changes show that Janiczek Wealth Management is actively managing their portfolio and making adjustments to their holdings. It will be interesting to see how their holdings continue to evolve throughout the year.