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
Product description
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 |