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WealthShield Partners, LLC

Q1 2022 Holdings

Filed 2022-05-09 | 331 holdings | $10.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Exxon Mobil Corp(XOM)COM30231G102$8159,8670.0%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$83014,4200.0%
Invesco Exch Traded FD TR II(PHB)FNDMNTL HY CRP46138E719$83545,4660.0%
Ishares TR(SUSA)MSCI USA ESG SLC464288802$8378,6450.0%
Ishares TR(EEM)MSCI EMG MKT ETF464287234$83818,5640.0%
Jackson Financial Inc(JXN)COM CL A46817M107$84719,1490.0%
Invesco Exch TRD SLF IDX FD(BSCMUSD)BULSHS 2022 CB46138J882$85039,9850.0%
Mcdonalds Corp(MCD)COM580135101$8543,4550.0%
Ishares TR(HYG)IBOXX HI YD ETF464288513$85810,4220.0%
Lauder Estee COS Inc(EL)CL A518439104$8623,1660.0%
Juniper Networks Inc(JNP)COM48203R104$86823,3560.0%
Nushares ETF TR(NUMV)NUVEEN ESG MIDVL67092P508$86824,1140.0%
Vanguard BD Index FDS(BND)TOTAL BND MRKT921937835$87611,0150.0%
AIR Prods & Chems Inc(APD)COM009158106$8903,5380.0%
Pepsico Inc(PEP)COM713448108$9025,3880.0%
Pfizer Inc(PFE)COM717081103$90617,5060.0%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$9328,6000.0%
Ishares TR(IJS)SP SMCP600VL ETF464287879$9339,1080.0%
Signature BK New York N Y(SBNY)COM82669G104$9343,1830.0%
Vanguard Index FDS(VBK)SML CP GRW ETF922908595$9353,7700.0%
Wisdomtree TR(GCC)ENHNCD CMMDTY ST97717Y683$93637,0500.0%
Nushares ETF TR(NUEM)NUVEEN ESG EMRGN67092P888$95131,2170.0%
Invesco Exch Traded FD TR II(SPLV)S&P500 LOW VOL46138E354$96614,3930.0%
Invesco Exchange Traded FD T(PRF)FTSE RAFI 100046137V613$9805,7370.0%
Ishares Inc(IEMG)CORE MSCI EMKT46434G103$99317,8830.0%
Eaton Corp PLC(ETN)SHSG29183103$1.0K6,6090.0%
Medtronic PLC(MDT)SHSG5960L103$1.0K9,0580.0%
Ishares TR(IJT)S&P SML 600 GWT464287887$1.0K8,1350.0%
Wisdomtree TR(DON)US MIDCAP DIVID97717W505$1.0K22,9470.0%
Vanguard Tax-Managed Intl FD(VEA)FTSE DEV MKT ETF921943858$1.0K21,5650.0%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$1.0K22,6310.0%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$1.0K2,5250.0%
Ishares TR(IWP)RUS MD CP GR ETF464287481$1.1K10,5480.0%
Comcast Corp New(CMCSA)CL A20030N101$1.1K22,8200.0%
Micron Technology Inc(MU)COM595112103$1.1K13,8940.0%
Allstate Corp(ALL)COM020002101$1.1K7,9160.0%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$1.1K9,3460.0%
CME Group Inc(CME)COM12572Q105$1.1K4,7010.0%
NXP Semiconductors N V(NXPI)COMN6596X109$1.1K6,0690.0%
Nushares ETF TR(NUSC)NUVEEN ESG SMLCP67092P607$1.1K28,3370.0%
Ishares TR(IWD)RUS 1000 VAL ETF464287598$1.1K6,9010.0%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$1.1K14,6740.0%
Ishares TR(IJH)CORE S&P MCP ETF464287507$1.1K4,2740.0%
Ishares TR(IJK)S&P MC 400GR ETF464287606$1.1K14,8500.0%
Procter and Gamble Co(PG)COM742718109$1.2K7,5660.0%
Chubb Limited(CB)COMH1467J104$1.2K5,4770.0%
TJX COS Inc New(TJX)COM872540109$1.2K19,4100.0%
Ishares TR(IJJ)S&P MC 400VL ETF464287705$1.2K10,7250.0%
First TR Exchange-Traded FD(FDN)DJ INTERNT IDX33733E302$1.2K6,3070.0%
Pimco ETF TR(BOND)ACTIVE BD ETF72201R775$1.2K11,7770.0%
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