Econ Financial Services Corp at 2023-09-30

Filling information for Econ Financial Services Corp as Treemap, investor disclosed 69 total holdings based on 2023-09-30 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
949746101 949746101 WELLS FARGO CO NEW COM 1864360 45628
094235108 094235108 BLOOMIN BRANDS INC COM 618119 25137
46138J619 46138J619 INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 2940407 64145
64110L106 64110L106 NETFLIX INC COM 1836269 4863
14174T107 14174T107 CARETRUST REIT INC COM 544439 26558
808524300 808524300 SCHWAB STRATEGIC TR US LCAP GR ETF 400905 5513
92206C813 92206C813 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 3354538 46838
25746U109 25746U109 DOMINION ENERGY INC COM 723654 16200
922908744 922908744 VANGUARD INDEX FDS VALUE ETF 4763137 34533
464287713 464287713 ISHARES TR US TELECOM ETF 559125 26250
46641Q159 46641Q159 J P MORGAN EXCHANGE TRADED F INCOME ETF 1958262 44105
92206C680 92206C680 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 3689053 53902
88579Y101 88579Y101 3M CO COM 1938308 20704
808524805 808524805 SCHWAB STRATEGIC TR INTL EQTY ETF 1673651 49283
808524508 808524508 SCHWAB STRATEGIC TR US MID-CAP ETF 1858290 27457
345370860 345370860 FORD MTR CO DEL COM 1893454 152452
78463X509 78463X509 SPDR INDEX SHS FDS PORTFOLIO EMG MK 4456250 132745
46436E718 46436E718 ISHARES TR 0-3 MNTH TREASRY 1877395 18649
46138E537 46138E537 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 471676 21285
808524201 808524201 SCHWAB STRATEGIC TR US LRG CAP ETF 3626806 71676
40434L105 40434L105 HP INC COM 754372 29353
46641Q761 46641Q761 J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 2665389 61599
844741108 844741108 SOUTHWEST AIRLS CO COM 525699 19420
78464A854 78464A854 SPDR SER TR PORTFOLIO S&P500 8681108 172724
72201R866 72201R866 PIMCO ETF TR INTER MUN BD ACT 565140 11287
46641Q670 46641Q670 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 3921133 87780
921946794 921946794 VANGUARD WHITEHALL FDS INTL HIGH ETF 205042 3313
46434V407 46434V407 ISHARES TR 0-5YR HI YL CP 2115712 51565
46435G102 46435G102 ISHARES TR CONV BD ETF 1779185 23975
33739P301 33739P301 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 268392 5955
92343V104 92343V104 VERIZON COMMUNICATIONS INC COM 2072989 63961
064058100 064058100 BANK NEW YORK MELLON CORP COM 1878903 44054
29530P102 29530P102 ERIE INDTY CO CL A 862096 2934
808524839 808524839 SCHWAB STRATEGIC TR US AGGREGATE B 1957841 44265
427866108 427866108 HERSHEY CO COM 333224 1665
464287226 464287226 ISHARES TR CORE US AGGBD ET 8957216 95249
30161N101 30161N101 EXELON CORP COM 1807836 47839
G5960L103 G5960L103 MEDTRONIC PLC SHS 1878603 23974
808524607 808524607 SCHWAB STRATEGIC TR US SML CAP ETF 1405256 33927
92206C409 92206C409 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 2562765 34102
464287804 464287804 ISHARES TR CORE S&P SCP ETF 6056929 64210
902681105 902681105 UGI CORP NEW COM 771282 33534
921908844 921908844 VANGUARD SPECIALIZED FUNDS DIV APP ETF 5214397 33559
260557103 260557103 DOW INC COM 1957991 37975
33739P830 33739P830 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 396094 20433
46435G672 46435G672 ISHARES TR CORE INTL AGGR 1552082 31818
808524862 808524862 SCHWAB STRATEGIC TR SHT TM US TRES 974753 20354
904311107 904311107 UNDER ARMOUR INC CL A 548288 80042
33740F888 33740F888 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 805382 33698
500754106 500754106 KRAFT HEINZ CO COM 1793348 53310
052769106 052769106 AUTODESK INC COM 782534 3782
G4474Y214 G4474Y214 JANUS HENDERSON GROUP PLC ORD SHS 372531 14428
808524854 808524854 SCHWAB STRATEGIC TR INT-TRM U.S TRES 555001 11577
369550108 369550108 GENERAL DYNAMICS CORP COM 1872942 8476
808524706 808524706 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 800697 33446
81369Y605 81369Y605 SELECT SECTOR SPDR TR FINANCIAL 708843 21370
343498101 343498101 FLOWERS FOODS INC COM 741211 33418
126408103 126408103 CSX CORP COM 367032 11936
921946885 921946885 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 1878507 31753
74340W103 74340W103 PROLOGIS INC. COM 739015 6586
693506107 693506107 PPG INDS INC COM 775295 5973
81369Y100 81369Y100 SELECT SECTOR SPDR TR SBI MATERIALS 540660 6883
81369Y209 81369Y209 SELECT SECTOR SPDR TR SBI HEALTHCARE 642928 4994
92206C102 92206C102 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 909619 15792
42226A107 42226A107 HEALTHEQUITY INC COM 355534 4867
78464A847 78464A847 SPDR SER TR PORTFOLIO S&P400 516240 11789
46432F842 46432F842 ISHARES TR CORE MSCI EAFE 10420646 161937
464287507 464287507 ISHARES TR CORE S&P MCP ETF 7019951 28153
002824100 002824100 ABBOTT LABS COM 781483 8069

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