Avoid Fraud, Get The Facts, And Find The Best
Legal Name: ALLIANCE WEALTH MANAGEMENT GROUP, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 12, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
SCHWAB STRATEGIC TR (808524201)
|
424,775 |
$29,815k |
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
407,302 |
$21,587k |
|
SPDR Inv't Grade Floating Rate (78468R200)
|
572,278 |
$17,586k |
|
SCHWAB STRATEGIC TR (808524805)
|
439,135 |
$14,092k |
|
INVESCO EXCHNG TRADED FD TR (46138E719)
|
533,981 |
$10,119k |
|
SCHWAB STRATEGIC TR (808524102)
|
113,481 |
$8,004k |
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
128,229 |
$7,321k |
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
145,378 |
$7,289k |
|
SCHWAB STRATEGIC TR (808524706)
|
270,914 |
$7,109k |
|
SPDR SERIES TRUST (78464A649)
|
243,038 |
$7,089k |
|
PIMCO ETF TR (72201R817)
|
64,240 |
$6,903k |
|
INVESCO EXCHNG TRADED FD TR (46138E784)
|
235,845 |
$6,849k |
|
SPDR SERIES TRUST (78464A854)
|
188,878 |
$6,524k |
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
80,457 |
$5,751k |
|
ISHARES FLT (46429B655)
|
96,407 |
$4,910k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
2,055 |
$3,613k |
|
S&P WRLD EX US (78463X889)
|
107,460 |
$3,180k |
|
ISHARES TR (46434V407)
|
62,252 |
$2,907k |
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
25,391 |
$2,877k |
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
22,871 |
$2,586k |
|
JPMORGAN CHASE & CO (46625H100)
|
20,904 |
$2,337k |
|
SPDR SERIES TRUST (78464A375)
|
59,873 |
$2,091k |
|
SPDR SERIES TRUST (78464A805)
|
49,062 |
$1,789k |
|
SPDR SERIES TRUST (78464A847)
|
47,083 |
$1,604k |
|
SPDR Portfolio Emerging Market (78463X509)
|
43,876 |
$1,570k |
|
Apple Inc (037833100)
|
7,393 |
$1,463k |
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
14,903 |
$1,299k |
|
SPDR PORTFOLIO SMALL CAP ETF (78468R853)
|
41,526 |
$1,272k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
7,511 |
$1,182k |
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
12,937 |
$1,076k |
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
19,809 |
$1,051k |
|
BERKSHIRE HATHAWAY (084670108)
|
300 |
$955k |
|
AT&T INC (00206R102)
|
27,272 |
$914k |
|
JOHNSON & JOHNSON (478160104)
|
5,700 |
$794k |
|
ISHARES (464287242)
|
5,836 |
$726k |
|
SCHWAB STRATEGIC T (808524862)
|
13,945 |
$706k |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
5,960 |
$664k |
|
MERCK & CO INC (58933Y105)
|
7,272 |
$610k |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
8,590 |
$527k |
|
COLGATE PALMOLIVE CO (194162103)
|
7,301 |
$523k |
|
MICROSOFT CORP (594918104)
|
3,776 |
$506k |
|
SCHWAB STRATEGIC TRUST (808524409)
|
8,314 |
$467k |
|
Coca-Cola Consolidated Inc (191098102)
|
8,363 |
$426k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
2,598 |
$331k |
|
ISHARES TR (46434V803)
|
10,564 |
$315k |
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
6,171 |
$315k |
|
Bank of America Corp. (060505104)
|
9,080 |
$263k |
|
HOME DEPOT INC (437076102)
|
1,260 |
$262k |
|
Amazon.com Inc (023135106)
|
137 |
$259k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
2,845 |
$223k |
|
RESTAURANT BRANDS INTL INC (76131D103)
|
35,300 |
$221k |
|
Facebook Inc (30303M102)
|
1,125 |
$217k |
|
NEXTERA ENERGY INC (65339F101)
|
1,044 |
$214k |
|
INTL BUSINESS MCHN (459200101)
|
1,511 |
$208k |
|
WISDOMTREE TR (97717X511)
|
4,050 |
$208k |
|
VERIZON COMMUNICATIONS (92343V104)
|
3,624 |
$207k |
|
SPDR SERIES TRUST (78468R788)
|
5,412 |
$206k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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