Rainsberger Wealth Advisors, Inc.

Q4 2023 13F Holdings

  • Location
    colorado springs, CO
  • Num holdings

    69

  • Value ($000)

    $183,265

  • Date Filed
    01/26/2024
  • Form type
    13F-HR
  • CIK
    0001912314
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
$11.32M
6 %

306,340

S
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
$11.30M
6 %

203,009

M
MTUM

ISHARES TR

MSCI USA MMENTM
$8.03M
4 %

51,165

I
IEI

ISHARES TR

3 7 YR TREAS BD
$7.96M
4 %

68,001

S
SCHM

SCHWAB STRATEGIC TR

US MID-CAP ETF
$7.67M
4 %

101,842

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$7.63M
4 %

100,193

K
KRE

SPDR SER TR

PORTFOLIO AGRGTE
$7.47M
4 %

291,475

J
JPIE

J P MORGAN EXCHANGE TRADED F

INCOME ETF
$7.12M
4 %

156,212

S
SCHE

SCHWAB STRATEGIC TR

EMRG MKTEQ ETF
$6.54M
4 %

263,826

F
FNDA

SCHWAB STRATEGIC TR

SCHWAB FDT US SC
$6.03M
3 %

108,870

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