Universe · entity
Alliance Wealth Management Group
Institutional manager (13F) · CIK 1623707
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $437M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $56M | 2,176,358 |
| 2 | ISHARES TR | $36M | 54,712 |
| 3 | ISHARES TR | $24M | 298,247 |
| 4 | SCHWAB STRATEGIC TR | $24M | 1,014,783 |
| 5 | ISHARES TR | $20M | 186,246 |
| 6 | SCHWAB STRATEGIC TR | $20M | 788,468 |
| 7 | ISHARES TR | $18M | 180,053 |
| 8 | SPDR SER TR | $17M | 558,422 |
| 9 | SCHWAB STRATEGIC TR | $16M | 490,541 |
| 10 | ISHARES TR | $14M | 266,777 |
| 11 | ISHARES TR | $13M | 143,618 |
| 12 | ISHARES TR | $13M | 135,230 |
| 13 | SCHWAB STRATEGIC TR | $12M | 376,193 |
| 14 | ISHARES TR | $11M | 160,843 |
| 15 | SPDR SERIES TRUST | $10M | 135,851 |
| 16 | SCHWAB STRATEGIC TR | $10M | 404,680 |
| 17 | ISHARES TR | $9M | 87,894 |
| 18 | SCHWAB STRATEGIC TR | $9M | 310,751 |
| 19 | SPDR SERIES TRUST | $9M | 346,051 |
| 20 | ISHARES TR | $8M | 113,099 |
| 21 | APPLE INC | $7M | 28,314 |
| 22 | SCHWAB STRATEGIC TR | $6M | 210,438 |
| 23 | ISHARES TR | $6M | 50,715 |
| 24 | ISHARES TR | $6M | 142,298 |
| 25 | SPDR SERIES TRUST | $5M | 162,546 |
| 26 | COLGATE PALMOLIVE CO | $5M | 63,889 |
| 27 | INVESCO EXCHNG TRADED FD TR | $5M | 221,723 |
| 28 | SPDR INDEX SHS FDS | $4M | 91,269 |
| 29 | ISHARES TR | $4M | 29,620 |
| 30 | SPDR INDEX SHS FDS | $4M | 85,744 |
| 31 | SCHWAB STRATEGIC TR | $3M | 102,118 |
| 32 | ISHARES TR | $3M | 6,638 |
| 33 | SPDR SER TR | $2M | 54,281 |
| 34 | MICROSOFT CORP | $2M | 6,300 |
| 35 | PIMCO ETF TR | $2M | 22,351 |
| 36 | ISHARES TR | $2M | 30,257 |
| 37 | SPDR SERIES TRUST | $2M | 34,814 |
| 38 | INVESCO QQQ TR | $2M | 3,349 |
| 39 | JOHNSON & JOHNSON | $2M | 7,206 |
| 40 | ALPHABET INC | $2M | 5,779 |
| 41 | SPDR SER TR | $2M | 33,849 |
| 42 | SPDR SER TR | $2M | 34,056 |
| 43 | NVIDIA CORPORATION | $1M | 8,313 |
| 44 | INVESCO EXCHANGE TRADED FD T | $1M | 6,989 |
| 45 | SPDR SERIES TRUST | $1M | 16,490 |
| 46 | JPMORGAN CHASE & CO | $1M | 4,173 |
| 47 | SCHWAB STRATEGIC TR | $1M | 50,368 |
| 48 | ALPHABET INC | $1M | 4,170 |
| 49 | META PLATFORMS INC | $1M | 1,955 |
| 50 | MERCK & CO INC | $1M | 9,225 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.