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Wealth & Pension Services Group, Inc.

Q1 2019 Holdings

Filed 2019-05-08 | 116 holdings | $128.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares Trust Multifactor USA ETF(LRGF)MULTIFACTOR USA ETF46434V282$2.0K63,0571.5%
Ishares Trust Intrm GOV CR ETF(GVI)INTRM GOV CR ETF464288612$2.0K17,8071.5%
Ishares Trust 3 7 YR Treas BD ETF(IEI)TREAS BD ETF464288661$2.1K16,8071.6%
Ishares Trust Core US Aggbd ET ETF(AGG)CORE US AGGBD ET ETF464287226$2.1K19,2681.6%
Ishares Trust Core S&P TTL STK ETF(ITOT)CORE S&P TTL STK ETF464287150$2.5K38,3861.9%
Ishares Trust RUS 1000 GRW ETF(IWF)RUS 1000 GRW ETF464287614$2.6K16,8542.0%
Ishares Trust Core S&P US GWT ETF(IUSG)CORE S&P US GWT ETF464287671$2.8K46,7632.2%
Ishares Trust Core S&p500 ETF(IVV)CORE S&P500 ETF464287200$3.1K11,0232.4%
Vanguard Index Funds Value ETF(VTV)VALUE ETF922908744$3.8K35,3463.0%
Vanguard Specialized Funds DIV APP ETF(VIG)DIV APP ETF921908844$4.0K36,5083.1%
JP Morgan ETF Trust Ultra Shrt Inc ETF(JPST)ULTRA SHRT INC ETF46641Q837$4.2K83,5043.3%
Vanguard TAX Managed Fund Ftse DEV MKT ETF(VEA)FTSE DEV MKT ETF921943858$4.3K105,6813.4%
Ishares Trust RUS 1000 VAL ETF(IWD)RUS 1000 VAL ETF464287598$4.8K38,4833.7%
Spdr Index Shares Funds Portfolio Devlpd ETF(SPDW)PORTFOLIO DEVLPD ETF78463X889$6.4K219,2865.0%
Spdr Series Trust Portfolio LR ETF(SPYM)PORTFOLIO LR ETF78464A854$6.5K196,0605.1%
Ishares Trust RUS 1000 ETF(IWB)RUS 1000 ETF464287622$7.2K45,8405.6%
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