13F Filings for Siligmueller Norvid Wealth Advisors LLC (CIK: 2052591)
View the most recent portfolio holdings disclosed by Siligmueller Norvid Wealth Advisors LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| VCSH - VANGUARD SCOTTSDALE FDS(Class: SHRT TRM CORP BD) | 357.46K | $28.27M | 10.98% | Increased | 39.90K (12.0%, $3.05M) |
| SCHB - SCHWAB STRATEGIC TR(Class: US BRD MKT ETF) | 865.96K | $20.86M | 8.10% | Increased | 35.77K (4.0%, $2.99M) |
| BSCS - INVESCO EXCH TRD SLF IDX FD(Class: INVSCO BLSH 28) | 914.99K | $18.72M | 7.27% | Increased | 149.70K (19.0%, $3.15M) |
| CGDV - CAPITAL GROUP DIVIDEND VALUE(Class: SHS CREATION UNI) | 325.06K | $13.19M | 5.12% | Increased | 56.44K (21.0%, $3.57M) |
| IYY - ISHARES TR(Class: DOW JONES US ETF) | 83.54K | $12.73M | 4.94% | Decreased | 7.68K (8.0%, $316.61K) |
| FTCS - FIRST TR EXCHANGE-TRADED FD(Class: CAP STRENGTH ETF) | 98.25K | $8.87M | 3.44% | Increased | 19.97K (25.0%, $1.85M) |
| DGRW - WISDOMTREE TR(Class: US QTLY DIV GRT) | 101.78K | $8.63M | 3.35% | Decreased | 2.07K (1.0%, $333.72K) |
| EQWL - INVESCO EXCHANGE TRADED FD T(Class: SP 100 EQL WIGH) | 67.52K | $7.46M | 2.90% | Increased | 8.83K (15.0%, $1.41M) |
| N/A - VANGUARD BD INDEX FDS(Class: VANGUARD ULTRA) | 145.82K | $7.25M | 2.82% | Increased | 64.97K (80.0%, $3.22M) |
| ARES - ARES MANAGEMENT CORPORATION(Class: CL A COM STK) | 37.40K | $6.73M | 2.61% | Unchanged | |
| N/A - ISHARES TR(Class: INTL DIV GRWTH) | 77.99K | $6.05M | 2.35% | Increased | 7.58K (10.0%, $949.57K) |
| JAAA - JANUS DETROIT STR TR(Class: HENDRSON AAA CL) | 115.76K | $5.86M | 2.28% | Increased | 3.15K (2.0%, $151.68K) |
| N/A - INNOVATOR ETFS TRUST(Class: US EQTY PWR BUF) | 136.75K | $5.68M | 2.21% | Increased | 1.94K (1.0%, $445.95K) |
| SCHX - SCHWAB STRATEGIC TR(Class: US LRG CAP ETF) | 221.26K | $5.47M | 2.12% | Decreased | 14.61K (6.0%, $261.50K) |
| N/A - INNOVATOR ETFS TRUST(Class: US EQT PWR BUF) | 142.61K | $5.34M | 2.08% | Decreased | 543 (0.0%, $240.18K) |
| RSP - INVESCO EXCHANGE TRADED FD T(Class: SP500 EQL WGT) | 27.69K | $5.06M | 1.97% | Decreased | 906 (3.0%, $106.93K) |
| IVE - ISHARES TR(Class: SP 500 VAL ETF) | 23.76K | $4.67M | 1.81% | Increased | 617 (2.0%, $259.42K) |
| FLXR - TCW ETF TRUST(Class: FLEXIBLE INCOME) | 115.58K | $4.54M | 1.76% | New | 115.58K ($4.54M) |
| VTV - VANGUARD INDEX FDS(Class: VALUE ETF) | 22.07K | $3.91M | 1.52% | Increased | 1.12K (5.0%, $287.37K) |
| SPYG - SPDR SERIES TRUST(Class: PRTFLO SP500 GW) | 39.37K | $3.80M | 1.48% | Decreased | 9.44K (19.0%, $122.69K) |
| SPHQ - INVESCO EXCHANGE TRADED FD T(Class: SP500 QUALITY) | 53.44K | $3.79M | 1.47% | Increased | 2.02K (3.0%, $383.23K) |
| BSCR - INVESCO EXCH TRD SLF IDX FD(Class: BULSHS 2027 CB) | 185.16K | $3.64M | 1.41% | Decreased | 186.15K (50.0%, $3.63M) |
| SPIB - SPDR SERIES TRUST(Class: PORTFOLIO INTRMD) | 99.63K | $3.32M | 1.29% | Increased | 59.87K (150.0%, $2M) |
| SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 4.37K | $2.73M | 1.06% | Unchanged | |
| VXUS - VANGUARD STAR FDS(Class: VG TL INTL STK F) | 37.52K | $2.59M | 1.01% | Increased | 4.79K (14.0%, $557.51K) |