Strategic Family Wealth Counselors, L.L.C.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ROBLOX Corp | $20.62M | 4.6% |
| SCHWAB STRATEGIC TR | $16.80M | 3.8% |
| SCHWAB STRATEGIC TR | $13.22M | 3.0% |
| SPDR S&P 500 ETF TR | $12.74M | 2.9% |
| CAPITAL GROUP GROWTH ETF | $12.30M | 2.8% |
| VANGUARD WHITEHALL FDS | $12.28M | 2.8% |
| NVIDIA Corp | $12.00M | 2.7% |
| SCHWAB STRATEGIC TR | $11.73M | 2.6% |
| SCHWAB STRATEGIC TR | $11.69M | 2.6% |
| SCHWAB STRATEGIC TR | $11.42M | 2.6% |
| Apple Inc. | $10.81M | 2.4% |
| Uber Technologies, Inc | $10.72M | 2.4% |
| WisdomTree Trust | $10.61M | 2.4% |
| INVESCO EXCHANGE TRADED FD T | $10.55M | 2.4% |
| SPDR SERIES TRUST | $8.96M | 2.0% |
| VANGUARD MALVERN FDS | $8.45M | 1.9% |
| VANGUARD INDEX FDS | $8.35M | 1.9% |
| MICROSOFT CORP | $7.97M | 1.8% |
| CAPITAL GRP FIXED INCM ETF T | $7.88M | 1.8% |
| ARK ETF TR | $7.71M | 1.7% |
| FIRST TR EXCHANGE-TRADED FD | $6.97M | 1.6% |
| ISHARES TR | $6.89M | 1.5% |
| SCHWAB STRATEGIC TR | $6.45M | 1.4% |
| INVESCO EXCH TRADED FD TR II | $6.24M | 1.4% |
| ISHARES TR | $6.07M | 1.4% |
| CAPITAL GRP FIXED INCM ETF T | $5.45M | 1.2% |
| PACER FDS TR | $4.79M | 1.1% |
| ISHARES TR | $4.76M | 1.1% |
| PFIZER INC | $4.65M | 1.0% |
| Amazon.com Inc | $4.60M | 1.0% |
| VANGUARD INDEX FDS | $4.50M | 1.0% |
| VANGUARD INDEX FDS | $4.19M | 0.9% |
| J P MORGAN EXCHANGE TRADED F | $4.18M | 0.9% |
| INVESCO QQQ TR | $4.01M | 0.9% |
| Alphabet Inc. | $3.46M | 0.8% |
| VANGUARD INDEX FDS | $3.40M | 0.8% |
| JANUS DETROIT STR TR | $3.19M | 0.7% |
| VANGUARD WORLD FD | $3.16M | 0.7% |
| VANGUARD INDEX FDS | $3.01M | 0.7% |
| INVESCO EXCH TRD SLF IDX FD | $2.97M | 0.7% |
| VANGUARD INTL EQUITY INDEX F | $2.85M | 0.6% |
| Visa Inc | $2.77M | 0.6% |
| Alphabet Inc. | $2.67M | 0.6% |
| JPMORGAN CHASE & CO | $2.63M | 0.6% |
| Broadcom Inc. | $2.54M | 0.6% |
| Meta Platforms Inc | $2.49M | 0.6% |
| ISHARES TR | $2.28M | 0.5% |
| VANGUARD MALVERN FDS | $2.24M | 0.5% |
| GOLDMAN SACHS ETF TR | $2.19M | 0.5% |
| CAPITAL GROUP DIVIDEND VALUE | $2.17M | 0.5% |