SWMG, LLC at 2023-03-31

Filling information for SWMG, LLC as Treemap, investor disclosed 90 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings

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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
00206R102 00206R102 AT&T INC COM 285841 14849
17259U204 17259U204 CION INVT CORP COM 191226 19374
233051259 233051259 DBX ETF TR XTRACKERS HIGH 209566 5272
254687106 254687106 DISNEY WALT CO COM 202663 2024
33739P830 33739P830 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 1595887 80276
37954Y483 37954Y483 GLOBAL X FDS NASDAQ 100 COVER 593859 34627
37960A669 37960A669 GLOBAL X FDS SUPERDIVIDEND 530058 23006
45409F827 45409F827 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 870535 35402
46090F100 46090F100 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 342446 24082
46138G649 46138G649 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 487249 3691
46434G103 46434G103 ISHARES INC CORE MSCI EMKT 4946281 101379
464286533 464286533 ISHARES INC MSCI EMERG MRKT 611075 11198
464286806 464286806 ISHARES INC MSCI GERMANY ETF 350428 12313
464287457 464287457 ISHARES TR 1 3 YR TREAS BD 1280957 15591
464288653 464288653 ISHARES TR 10-20 YR TRS ETF 1922898 16788
46435U473 46435U473 ISHARES TR BB RAT CORP BD 1162713 25571
46435G102 46435G102 ISHARES TR CONV BD ETF 208274 2868
46429B663 46429B663 ISHARES TR CORE HIGH DV ETF 399524 3930
46432F842 46432F842 ISHARES TR CORE MSCI EAFE 2609557 39036
46432F834 46432F834 ISHARES TR CORE MSCI TOTAL 5428555 87628
464287804 464287804 ISHARES TR CORE S&P SCP ETF 2236381 23127
464287663 464287663 ISHARES TR CORE S&P US VLU 517714 7017
464287200 464287200 ISHARES TR CORE S&P500 ETF 42555145 103520
46434V613 46434V613 ISHARES TR CORE TOTAL USD 7760538 168159
464287226 464287226 ISHARES TR CORE US AGGBD ET 401828 4033
464288885 464288885 ISHARES TR EAFE GRWTH ETF 8226821 87818
464288877 464288877 ISHARES TR EAFE VALUE ETF 6681707 137682
46435G425 46435G425 ISHARES TR ESG AWR MSCI USA 7252437 80182
46435G474 46435G474 ISHARES TR FALN ANGLS USD 234000 9260
46436E882 46436E882 ISHARES TR IBONDS 23 TRM TS 1089407 43910
46436E874 46436E874 ISHARES TR IBONDS 24 TRM TS 1097521 45711
46436E866 46436E866 ISHARES TR IBONDS 25 TRM TS 1083439 46045
46434VAX8 46434VAX8 ISHARES TR IBONDS DEC23 ETF 636789 25279
46434VBG4 46434VBG4 ISHARES TR IBONDS DEC24 ETF 813627 33088
46434VBD1 46434VBD1 ISHARES TR IBONDS DEC25 ETF 342757 13973
464288646 464288646 ISHARES TR ISHS 1-5YR INVS 402728 7969
464288281 464288281 ISHARES TR JPMORGAN USD EMG 601458 6971
464288588 464288588 ISHARES TR MBS ETF 4991987 52697
46429B671 46429B671 ISHARES TR MSCI CHINA ETF 364147 7299
46435G334 46435G334 ISHARES TR MSCI UK ETF NEW 381571 11828
46429B697 46429B697 ISHARES TR MSCI USA MIN VOL 2559139 35182
46432F339 46432F339 ISHARES TR MSCI USA QLT FCT 8300694 66906
464288414 464288414 ISHARES TR NATIONAL MUN ETF 408658 3793
464288679 464288679 ISHARES TR SHORT TREAS BD 18113492 163923
464288158 464288158 ISHARES TR SHRT NAT MUN ETF 1533143 14646
464287176 464287176 ISHARES TR TIPS BD ETF 332294 3014
464287721 464287721 ISHARES TR U.S. TECH ETF 3674998 39597
46435U713 46435U713 ISHARES TR US INFRASTRUC 968417 25949
46429B267 46429B267 ISHARES TR US TREAS BD ETF 4543131 194317
464288620 464288620 ISHARES TR USD INV GRDE ETF 1965405 38796
46641Q217 46641Q217 J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 393637 8133
46641Q647 46641Q647 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 484451 9568
539830109 539830109 LOCKHEED MARTIN CORP COM 319093 675
69374H857 69374H857 PACER FDS TR PACER US SMALL 919568 24161
72201R833 72201R833 PIMCO ETF TR ENHAN SHRT MA AC 976124 9835
808524730 808524730 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 316716 12158
808524862 808524862 SCHWAB STRATEGIC TR SHT TM US TRES 222531 4561
81369Y852 81369Y852 SELECT SECTOR SPDR TR COMMUNICATION 265097 4573
81369Y506 81369Y506 SELECT SECTOR SPDR TR ENERGY 265884 3210
81369Y407 81369Y407 SELECT SECTOR SPDR TR SBI CONS DISCR 264387 1768
81369Y308 81369Y308 SELECT SECTOR SPDR TR SBI CONS STPLS 266939 3573
81369Y209 81369Y209 SELECT SECTOR SPDR TR SBI HEALTHCARE 455958 3522
81369Y704 81369Y704 SELECT SECTOR SPDR TR SBI INT-INDS 305564 3020
81369Y803 81369Y803 SELECT SECTOR SPDR TR TECHNOLOGY 684054 4530
78463X889 78463X889 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 1845583 57459
78462F103 78462F103 SPDR S&P 500 ETF TR TR UNIT 482492 1179
78464A854 78464A854 SPDR SER TR PORTFOLIO S&P500 326230 6775
78468R853 78468R853 SPDR SER TR PORTFOLIO S&P600 212607 5629
78464A409 78464A409 SPDR SER TR PRTFLO S&P500 GW 253826 4585
78468R788 78468R788 SPDR SER TR PRTFLO S&P500 HI 266161 7004
78464A508 78464A508 SPDR SER TR PRTFLO S&P500 VL 459973 11296
78464A821 78464A821 SPDR SER TR S&P 400 MDCP GRW 1092850 15968
78464A839 78464A839 SPDR SER TR S&P 400 MDCP VAL 2008369 30393
78464A201 78464A201 SPDR SER TR S&P 600 SMCP GRW 498181 6755
78464A300 78464A300 SPDR SER TR S&P 600 SMCP VAL 284608 3736
78464A755 78464A755 SPDR SER TR S&P METALS MNG 205676 3869
92189F643 92189F643 VANECK ETF TRUST MRNGSTR WDE MOAT 396098 5365
921937835 921937835 VANGUARD BD INDEX FDS TOTAL BND MRKT 241941 3277
922908736 922908736 VANGUARD INDEX FDS GROWTH ETF 281119 1127
922908629 922908629 VANGUARD INDEX FDS MID CAP ETF 941758 4465
922908363 922908363 VANGUARD INDEX FDS S&P 500 ETF SHS 524242 1394
922908769 922908769 VANGUARD INDEX FDS TOTAL STK MKT 4230585 20728
922908744 922908744 VANGUARD INDEX FDS VALUE ETF 428970 3106
922042858 922042858 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 350228 8669
921943858 921943858 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 1326553 29368
921946406 921946406 VANGUARD WHITEHALL FDS HIGH DIV YLD 275039 2607
92204A884 92204A884 VANGUARD WORLD FDS COMM SRVC ETF 331288 3427
92204A207 92204A207 VANGUARD WORLD FDS CONSUM STP ETF 322791 1668
92204A405 92204A405 VANGUARD WORLD FDS FINANCIALS ETF 296683 3809
98149E303 98149E303 WORLD GOLD TR SPDR GLD MINIS 972001 24853

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