WEALTH MANAGEMENT RESOURCES, INC.
Q2 2025 13F Holdings
- Locationsmithfield, RI
- Num holdings
32
- Value ($000)
$292,857
- Date Filed07/24/2025
- Form type13F-HR
- CIK0001063516
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPHQ INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | $36.93M | 13 % | 518,299 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $31.53M | 11 % | 689,209 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $28.82M | 10 % | 302,359 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $27.98M | 10 % | 292,166 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $25.02M | 9 % | 944,248 | ||
IHDG WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 | $16.73M | 6 % | 371,370 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $16.42M | 6 % | 743,151 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $16.16M | 6 % | 332,078 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $12.78M | 4 % | 136,092 | ||
SMMV ISHARES TR | MSCI USA SMCP MN | 46435G433 | $12.16M | 4 % | 289,440 |
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