Avoid Fraud, Get The Facts, And Find The Best
Legal Name: LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 2, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES (46429B747)
|
71,375 |
$7,179k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
102,845 |
$5,893k |
|
|
ISHARES TR (464288687)
|
152,891 |
$5,634k |
|
|
ISHARES TR (46434V407)
|
120,011 |
$5,605k |
|
|
ISHARES 0-5 YE INV GRADE CORPORATE (46434V100)
|
103,514 |
$5,276k |
|
|
ISHARES TR (46435G102)
|
88,203 |
$5,251k |
|
|
ISHARES FLT (46429B655)
|
101,775 |
$5,183k |
|
|
VANGUARD SCOTTSDALE FDS (92206C102)
|
75,736 |
$4,615k |
|
|
VANGUARD WHITEHALL FDS INC (921946885)
|
55,776 |
$4,486k |
|
|
VANGUARD SCOTTSDALE FDS (92206C706)
|
62,427 |
$4,118k |
|
|
ISHARES TR (46429B697)
|
63,354 |
$3,911k |
|
|
Invesco BulletShares 2020 Corp Bd ETF (46138J502)
|
183,745 |
$3,906k |
|
|
Invesco Bullestshares 2021 (BS (46138J700)
|
156,169 |
$3,309k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
36,352 |
$3,177k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J882)
|
147,810 |
$3,162k |
|
|
VANGUARD INTL EQUITY INDEX FD (922042676)
|
51,713 |
$3,051k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J304)
|
109,311 |
$2,305k |
|
|
Ishares Core 1-5 Year Usd Bond Etf (46432F859)
|
40,719 |
$2,053k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
22,763 |
$1,894k |
|
|
ISHARES TR (46432F388)
|
18,956 |
$1,539k |
|
|
VANGUARD SCOTTSDALE FDS (92206C771)
|
27,855 |
$1,472k |
|
|
Invesco BulletShares 2023 Corp Bd ETF (46138J866)
|
60,929 |
$1,289k |
|
|
NUVEEN AMT FREE QLTY MUN INC (670657105)
|
89,752 |
$1,239k |
|
|
ISHARES (464287887)
|
6,717 |
$1,226k |
|
|
ISHARES TR (464287176)
|
10,591 |
$1,223k |
|
|
INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW (46138E198)
|
21,701 |
$1,113k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
5,066 |
$984k |
|
|
ISHARES (464287242)
|
6,736 |
$838k |
|
|
INDEXIQ ETF TR (45409B107)
|
26,813 |
$816k |
|
|
ISHARES TR (46435G433)
|
22,911 |
$764k |
|
|
ISHARES INC (464286533)
|
12,693 |
$747k |
|
|
ISHARES (464287879)
|
5,003 |
$744k |
|
|
PROSHARES SHORT DOW30 (74347B235)
|
13,677 |
$731k |
|
|
ProShares Trust Short S&P500 (74347B425)
|
27,194 |
$724k |
|
|
PROSHARES TR (74347B714)
|
24,788 |
$699k |
|
|
WISDOMTREE TRUST (97717X628)
|
25,840 |
$648k |
|
|
PIMCO ETF TR (72201R775)
|
5,956 |
$640k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
5,729 |
$635k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V258)
|
9,730 |
$632k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V266)
|
4,866 |
$581k |
|
|
ISHARES (464288273)
|
9,997 |
$574k |
|
|
ISHARES INC (464286525)
|
6,064 |
$559k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
8,377 |
$431k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
4,427 |
$347k |
|
|
Invesco BulletShares 2024 Corp Bd ETF (46138J841)
|
11,870 |
$252k |
|
|
ISHARES TR (46434VAQ3)
|
8,979 |
$228k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
2,108 |
$227k |
|
|
ISHARES TR (46434VAU4)
|
8,929 |
$222k |
|
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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