account_balance
Investment manager · 13F filer · SEC CIK 1729755
Strategic Family Wealth Counselors, L.l.c.
Reported value$429Mas of Sep 30, 2026
Positions169 3 new, 11 sold out
Top 10 weight32.0%SCHG alone is 5%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab Strategic Tr
4.6%
SCHDSchwab Strategic Tr
3.6%
SPYSPDR S&P 500 ETF Trust
3.4%
CGGRCapital Group Growth ETF
3.3%
VYMVanguard Whitehall FDS
3.1%
SCHXSchwab Strategic Tr
3.0%
SCHASchwab Strategic Tr
2.9%
DLNWisdomtree Tr
2.8%
SCHMSchwab Strategic Tr
2.8%
RSPInvesco Exchange Traded Fd T
2.6%
VCRBVanguard Malvern FDS
2.6%Added +8%
VTVVanguard Index FDS
2.5%
SCHGSchwab Strategic Tr
4.6%
SCHDSchwab Strategic Tr
3.6%
SPYSPDR S&P 500 ETF Trust
3.4%
CGGRCapital Group Growth ETF
3.3%
VYMVanguard Whitehall FDS
3.1%
SCHXSchwab Strategic Tr
3.0%
SCHASchwab Strategic Tr
2.9%
DLNWisdomtree Tr
2.8%
SCHMSchwab Strategic Tr
2.8%
RSPInvesco Exchange Traded Fd T
2.6%
VCRBVanguard Malvern FDS
2.6%
VTVVanguard Index FDS
2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHG Schwab Strategic Tr 4.6% Held
SCHD Schwab Strategic Tr 3.6% Held
SPY SPDR S&P 500 ETF Trust 3.4% HeldCGGR Capital Group Growth ETF 3.3% Held
VYM Vanguard Whitehall FDS 3.1% Held
SCHX Schwab Strategic Tr 3.0% Held
SCHA Schwab Strategic Tr 2.9% Held
DLN Wisdomtree Tr 2.8% Held
SCHM Schwab Strategic Tr 2.8% Held
RSP Invesco Exchange Traded Fd T 2.6% Held
VCRB Vanguard Malvern FDS 2.6% Added +8%
VTV Vanguard Index FDS 2.5% Held
What changed
Biggest moves since Jun 30, 2026
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