Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management as of Dec. 31, 2023

Portfolio Holdings for Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management holds 22 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 22.8 $40M 611k 65.06
Spdr Ser Tr Portfli Intrmdit (SPTI) 11.8 $21M 720k 28.56
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 9.8 $17M 366k 46.63
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 8.7 $15M 446k 34.01
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 8.5 $15M 675k 22.07
Spdr Ser Tr Portfolio S&p600 (SPSM) 6.7 $12M 279k 42.18
Spdr Ser Tr Portfolio Intrmd (SPIB) 4.9 $8.5M 260k 32.83
Select Sector Spdr Tr Technology (XLK) 4.4 $7.7M 40k 192.48
Spdr Ser Tr Portfolio S&p400 (SPMD) 3.1 $5.5M 112k 48.72
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.0 $5.3M 39k 136.38
Select Sector Spdr Tr Financial (XLF) 2.5 $4.4M 118k 37.60
Select Sector Spdr Tr Energy (XLE) 2.5 $4.4M 53k 83.84
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.4 $4.2M 119k 35.41
Select Sector Spdr Tr Communication (XLC) 2.3 $4.1M 56k 72.66
Select Sector Spdr Tr Indl (XLI) 2.2 $3.8M 33k 113.99
Global X Fds Us Pfd Etf (PFFD) 2.0 $3.6M 184k 19.40
Apple (AAPL) 0.9 $1.6M 8.1k 192.53
American Centy Etf Tr Quality Divrsfed (QINT) 0.5 $895k 19k 46.45
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $385k 1.1k 356.66
Wisdomtree Tr Us Smallcap Fund (EES) 0.2 $384k 7.7k 49.82
Franklin Templeton Etf Tr Us Treasury Bond (FLGV) 0.1 $240k 12k 20.82
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.1 $239k 5.2k 45.94