Filling information for Strategic Wealth Partners Group LLC as Treemap, investor disclosed 60 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 45782C508 | 45782C508 | INNOVATOR ETFS TR | US EQTY PWR BUF | 7247 | 217652 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 1742 | 12673 | |
| 922908652 | 922908652 | VANGUARD INDEX FDS | EXTEND MKT ETF | 775 | 5748 | |
| 464287887 | 464287887 | ISHARES TR | S&P SML 600 GWT | 1547 | 14706 | |
| 46434VAX8 | 46434VAX8 | ISHARES TR | IBONDS DEC23 ETF | 316 | 12541 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 111930 | 459862 | |
| 922908512 | 922908512 | VANGUARD INDEX FDS | MCAP VL IDXVIP | 447 | 3388 | |
| 46435G268 | 46435G268 | ISHARES TR | RUSEL 2500 ETF | 8080 | 151950 | |
| 464287473 | 464287473 | ISHARES TR | RUS MDCP VAL ETF | 453 | 4365 | |
| 464287499 | 464287499 | ISHARES TR | RUS MID CAP ETF | 905 | 13297 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | FTSE EMR MKT ETF | 640 | 16139 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS DIV APP ETF | DIV APP ETF | 3159 | 20374 | |
| 464288240 | 464288240 | ISHARES TR | MSCI ACWI EX US | 3899 | 79375 | |
| 464287879 | 464287879 | ISHARES TR | SP SMCP600VL ETF | 4783 | 53744 | |
| 46432F834 | 46432F834 | ISHARES TR | CORE MSCI TOTAL | 506 | 8112 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 9756 | 56613 | |
| 464287648 | 464287648 | ISHARES TR | RUS 2000 GRW ETF | 9093 | 40884 | |
| 45782C573 | 45782C573 | INNOVATOR ETFS TR | US EQTY PWR BUF | 42 | 1328 | |
| 46435U549 | 46435U549 | ISHARES TR | ESG AWR US AGRGT | 193 | 3994 | |
| 464287200 | 464287200 | ISHARES TR CORE | S&P500 ETF | 18133 | 44258 | |
| 464287481 | 464287481 | ISHARES TR | RUS MD CP GR ETF | 6500 | 73571 | |
| 464287127 | 464287127 | ISHARES TR MORNINGSTR | US EQ | 855 | 15260 | |
| 46434VBD1 | 46434VBD1 | ISHARES TR | IBONDS DEC25 ETF | 30 | 1254 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 659 | 3583 | |
| 464287234 | 464287234 | ISHARES TR | MSCI EMG MKT ETF | 917 | 23795 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR TR | UNIT | 45143 | 110639 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 15317 | 333561 | |
| 46435U663 | 46435U663 | ISHARES TR | ESG AWARE MSCI | 231 | 7037 | |
| 464287606 | 464287606 | ISHARES TR | S&P MC 400GR ETF | 319 | 4548 | |
| 922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F ALLWRLD EX US | ALLWRLD EX US | 784 | 14563 | |
| 78467X109 | 78467X109 | SPDR DOW JONES INDL AVERAGE UT SER 1 | UT SER 1 | 310 | 929 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS S&P 500 ETF | SHS | 8346 | 22263 | |
| 464287507 | 464287507 | ISHARES TR CORE | S&P MCP ETF | 1529 | 6258 | |
| 808524409 | 808524409 | SCHWAB STRATEGIC TR | US LCAP VA ETF | 280 | 4324 | |
| 45782C813 | 45782C813 | INNOVATOR ETFS TR | US EQTY PWR BUF | 105 | 3327 | |
| 464287630 | 464287630 | ISHARES TR | RUS 2000 VAL ETF | 8086 | 62002 | |
| 46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 3250 | 22891 | |
| 45782C870 | 45782C870 | INNOVATOR ETFS TR | US EQT PWR BUF | 3012 | 102252 | |
| 46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 1758 | 25793 | |
| 46435G516 | 46435G516 | ISHARES TR | ESG AW MSCI EAFE | 383 | 5242 | |
| 45782C417 | 45782C417 | INNOVATOR ETFS TR | US EQTY PWR BUF | 5044 | 172157 | |
| 464288570 | 464288570 | ISHARES TR | MSCI KLD400 SOC | 2989 | 38868 | |
| 46434VBG4 | 46434VBG4 | ISHARES TR | IBONDS DEC24 ETF | 383 | 15533 | |
| 46435GAA0 | 46435GAA0 | ISHARES TR | IBONDS DEC2026 | 28 | 1190 | |
| 45782C540 | 45782C540 | INNOVATOR ETFS TR | US EQTY PWR BUF | 36021 | 1147904 | |
| 464287408 | 464287408 | ISHARES TR | S&P 500 VAL ETF | 60769 | 402501 | |
| 45782C318 | 45782C318 | INNOVATOR ETFS TR | US EQTY PWR BUF | 4527 | 159203 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 50598 | 249882 | |
| 45782C383 | 45782C383 | INNOVATOR ETFS TR | US EQTY PWR BUF | 2261 | 70133 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 24585 | 385597 | |
| 464289867 | 464289867 | ISHARES TR | GRWT ALLOCAT ETF | 16927 | 338553 | |
| 464287804 | 464287804 | ISHARES TR CORE | S&P SCP ETF | 28470 | 308625 | |
| 46434G863 | 46434G863 | ISHARES INC | ESG AWR MSCI EM | 35 | 1152 | |
| 464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 63538 | 420922 | |
| 78409V104 | 78409V104 | S&P GLOBAL INC | COM | 1107 | 3164 | |
| 464287622 | 464287622 | ISHARES TR | RUS 1000 ETF | 5787 | 25867 | |
| 464287705 | 464287705 | ISHARES TR | S&P MC 400VL ETF | 882 | 8859 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 460 | 2246 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 1996 | 8042 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 23118 | 316859 |