Whitaker-Myers Wealth Managers, LTD. at 2023-09-30

Filling information for Whitaker-Myers Wealth Managers, LTD. as Treemap, investor disclosed 77 total holdings based on 2023-09-30 SEC fillings. A list of the exposed holdings

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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
464287150 464287150 ISHARES TR CORE S&P TTL STK 1416218 15036
464287606 464287606 ISHARES TR S&P MC 400GR ETF 1065351 14747
922908744 922908744 VANGUARD INDEX FDS VALUE ETF 1259317 9130
33734H106 33734H106 FIRST TR VALUE LINE DIVID IN SHS 1901070 50844
921909768 921909768 VANGUARD STAR FDS VG TL INTL STK F 544601 10176
808524102 808524102 SCHWAB STRATEGIC TR US BRD MKT ETF 799098 16030
46434G822 46434G822 ISHARES INC MSCI JPN ETF NEW 498390 8267
464287507 464287507 ISHARES TR CORE S&P MCP ETF 983040 3942
921078101 921078101 VANECK MERK GOLD TR GOLD TRUST 199456 11149
464287762 464287762 ISHARES TR US HLTHCARE ETF 1083044 4010
037833100 037833100 APPLE INC COM 1817682 10617
69374H857 69374H857 PACER FDS TR PACER US SMALL 356202 8542
92647N873 92647N873 VICTORY PORTFOLIOS II VCSHS US SMCP HG 258827 5284
023135106 023135106 AMAZON COM INC COM 573843 4514
33733E104 33733E104 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 1540547 20923
887432326 887432326 TIMOTHY PLAN HIG DV STK ETF 229052 7482
69374H105 69374H105 PACER FDS TR TRENDP US LAR CP 3160185 79084
46138G649 46138G649 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 11369641 77129
101137107 101137107 BOSTON SCIENTIFIC CORP COM 206659 3914
808524300 808524300 SCHWAB STRATEGIC TR US LCAP GR ETF 826902 11371
46435G847 46435G847 ISHARES TR MSCI ACWI EXUS 378480 13693
921943858 921943858 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 467892 10702
025072877 025072877 AMERICAN CENTY ETF TR US SML CP VALU 430575 5524
922042718 922042718 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 1456249 13712
922908769 922908769 VANGUARD INDEX FDS TOTAL STK MKT 636277 2996
184496107 184496107 CLEAN HARBORS INC COM 218907 1308
97717W422 97717W422 WISDOMTREE TR INDIA ERNGS FD 5079828 138189
808524797 808524797 SCHWAB STRATEGIC TR US DIVIDEND EQ 12810603 181043
233051820 233051820 DBX ETF TR XTRACK MSCI ALL 260343 9131
92189F643 92189F643 VANECK ETF TRUST MRNGSTR WDE MOAT 32203432 424623
66538H419 66538H419 NORTHERN LTS FD TR IV INSPIRE INTL ETF 429384 16295
03743Q108 03743Q108 APA CORPORATION COM 208145 5064
46625H100 46625H100 JPMORGAN CHASE & CO COM 292011 2014
67066G104 67066G104 NVIDIA CORPORATION COM 219092 504
922908363 922908363 VANGUARD INDEX FDS S&P 500 ETF SHS 7106834 18097
464288307 464288307 ISHARES TR MRGSTR MD CP GRW 1195441 20925
808524862 808524862 SCHWAB STRATEGIC TR SHT TM US TRES 367808 7680
464287705 464287705 ISHARES TR S&P MC 400VL ETF 1399734 13868
69374H683 69374H683 PACER FDS TR TRENDPILOT INTL 1256885 48212
46641Q837 46641Q837 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 3093874 61656
922908611 922908611 VANGUARD INDEX FDS SM CP VAL ETF 7739013 48523
92206C870 92206C870 VANGUARD SCOTTSDALE FDS INT-TERM CORP 231234 3043
33739Q200 33739Q200 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 241032 5102
594918104 594918104 MICROSOFT CORP COM 478770 1516
88160R101 88160R101 TESLA INC COM 639883 2557
808524607 808524607 SCHWAB STRATEGIC TR US SML CAP ETF 1548008 37373
233051200 233051200 DBX ETF TR XTRACK MSCI EAFE 12307949 352663
921937835 921937835 VANGUARD BD INDEX FDS TOTAL BND MRKT 745234 10680
47103U886 47103U886 JANUS DETROIT STR TR HENDRSN SHRT ETF 329019 6859
46090E103 46090E103 INVESCO QQQ TR UNIT SER 1 1966585 5489
922908736 922908736 VANGUARD INDEX FDS GROWTH ETF 2132261 7830
69374H204 69374H204 PACER FDS TR TRENDP US MID CP 1203745 38154
66538H641 66538H641 NORTHERN LTS FD TR IV INSPIRE SML/ MID 211218 6950
549498103 549498103 LUCID GROUP INC COM 87092 15580
922908751 922908751 VANGUARD INDEX FDS SMALL CP ETF 232384 1229
78463V107 78463V107 SPDR GOLD TR GOLD SHS 763898 4456
33738R506 33738R506 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 1094645 23823
464287887 464287887 ISHARES TR S&P SML 600 GWT 1299884 11852
46137V456 46137V456 INVESCO EXCHANGE TRADED FD T S&P MDCP VLU MNT 5226092 114004
922908595 922908595 VANGUARD INDEX FDS SML CP GRW ETF 5136267 23981
003009107 003009107 ABRDN ASIA PACIFIC INCOME FU COM 94031 38380
87162W100 87162W100 TD SYNNEX CORPORATION COM 221527 2218
46138E198 46138E198 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 400492 8145
69374H881 69374H881 PACER FDS TR US CASH COWS 100 761205 15400
464287796 464287796 ISHARES TR U.S. ENERGY ETF 1262287 26614
35473P108 35473P108 FRANKLIN TEMPLETON ETF TR INTL COR DIV TIL 478527 17145
464287473 464287473 ISHARES TR RUS MDCP VAL ETF 1475574 14142
92189F635 92189F635 VANECK ETF TRUST ISRAEL ETF 4527734 135018
66538H534 66538H534 NORTHERN LTS FD TR IV INSPIRE 100 ETF 650603 20813
464287481 464287481 ISHARES TR RUS MD CP GR ETF 4901331 53654
78462F103 78462F103 SPDR S&P 500 ETF TR TR UNIT 415472 972
464287879 464287879 ISHARES TR SP SMCP600VL ETF 799574 8962
922908512 922908512 VANGUARD INDEX FDS MCAP VL IDXVIP 660280 5042
887432342 887432342 TIMOTHY PLAN U S SM CP CORE 287706 9287
46137V472 46137V472 INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 492257 6112
33734X853 33734X853 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 250220 6513
60741F104 60741F104 MOBILEYE GLOBAL INC COMMON CLASS A 206919 4980

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