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BT Wealth Management LLC

Q1 2021 Holdings

Filed 2021-05-06 | 62 holdings | $2.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR(IWM)RUSSELL 2000 ETF464287655$4.6K20,7580.2%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$7.1K17,9690.3%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$7.7K147,8970.4%
Ishares TR(HDV)CORE HIGH DV ETF46429B663$10.1K106,7970.5%
Invesco Exchange Traded FD T(PGF)FINL PFD ETF46137V621$10.7K566,1000.5%
Ishares TR(SVAL)US SML CP VALUE46436E536$13.0K425,8420.6%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$17.4K71,5190.8%
Invesco Exchange Traded FD T(RSP)S&P500 EQL WGT46137V357$31.3K220,8011.5%
Ishares TR(IVV)CORE S&P500 ETF464287200$37.4K94,0611.7%
Vanguard Specialized Funds(VIG)DIV APP ETF921908844$44.2K300,5342.1%
Ishares TR(IWB)RUS 1000 ETF464287622$73.2K327,1233.4%
Abbvie Inc(ABBV)COM00287Y109$1.9M17,10486.1%
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