IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Fusion Family Wealth, LLC

Q3 2022 Holdings

Filed 2022-10-19 | 37 holdings | $665.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard S&P 500 SHS(VOO)ETF922908363$109.0K276,36216.4%
Vanguard Ftse Developed Market(VEA)ETF921943858$82.9K1,637,28512.5%
Invesco S&P 500 Revenue(RWL)ETF46138G698$80.8K1,110,19512.1%
Vanguard Small Cap(VB)ETF922908751$60.5K276,5449.1%
Vanguard Ftse Emerging Mkts(VWO)ETF922042858$47.4K946,8327.1%
Invesco QQQ Trust(QQQ)ETF46090E103$46.6K130,1207.0%
Invesco S&P Smallcap 600 Revenue(RWJ)ETF46138G664$42.4K362,5716.4%
Vanguard Ftse All World EX USA Small Cap(VSS)ETF922042718$40.5K302,8796.1%
Invesco Bulletshares 2024 Corp BD(BSCO)ETF46138J841$36.4K1,644,2685.5%
Invesco Bulletshares 2022 Corp BD(BSCMUSD)ETF46138J882$36.2K1,681,5765.4%
Invesco S&P Midcap 400 Revenue(RWK)ETF46138G672$33.9K388,4715.1%
Ishares Core Msci Eafe(IEFA)ETF46432F842$11.4K153,8331.7%
Vanguard Large Cap(VV)ETF922908637$9.5K47,4111.4%
Ishares Core Msci Emerging Mkts(IEMG)ETF46434G103$4.6K73,7110.7%
Ishares Core S&P Small-Cap(IJR)ETF464287804$4.2K38,5440.6%
Spdr S&P 500 Trust(SPY)ETF78462F103$3.7K8,5140.5%
Ishares Core S&P 500(IVV)ETF464287200$3.4K8,0050.5%
Vanguard Mid Cap(VO)ETF922908629$2.8K11,8490.4%
Ishares Core S&P Mid-Cap(IJH)ETF464287507$1.5K5,5560.2%
Ishares Msci Eafe(EFA)ETF464287465$1.4K17,3610.2%
Vanguard Growth(VUG)ETF922908736$1.2K3,9810.2%
Spdr Portfolio S&P 400 Mid Cap Total(SPMD)ETF78464A847$68714,8910.1%
Apple Inc(AAPL)Common Stock037833100$5413,8260.1%
Vanguard Mega Cap Value(MGV)ETF921910840$3763,8400.1%
Spdr S&P Emerging Markets(SPEM)ETF78463X509$3758,8140.1%
Vanguard Value(VTV)ETF922908744$3602,6610.1%
Ishares S&P Small-Cap 600 Value(IJS)ETF464287879$3563,5400.1%
Alphabet Inc A(GOOGL)Common Stock02079K305$3561330.1%
Spdr Portfolio S&P 600 Small Cap(SPSM)ETF78468R853$3297,7190.0%
Spdr Portfolio Europe ETF(SPEU)ETF78463X103$3157,7240.0%
Ishares Russell 1000 Growth(IWF)ETF464287614$2428820.0%
Spdr S&P Midcap 400 TR(MDY)ETF78467Y107$2405000.0%
Ishares Msci USA ESG Slct(SUSA)ETF464288802$2302,4000.0%
Ishares S&P Small-Cap 600 Growth(IJT)ETF464287887$2261,7380.0%
Facebook Inc CL A(META)Common Stock30303M102$2186410.0%
Berkshire Hathaway Inc del CL B New(BRK/B)Common Stock084670702$2097660.0%
Spdr Portfolio S&P 500 Large Value(SPYV)ETF78464A508$2005,1160.0%