Fund HoldingsStrategic Financial Concepts, LLC

Total Portfolio Value
$296.09M
Total Bought
$49.91M
Total Sold
$23.54M
Net Transaction
+$26.37M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
38,80994,926+56,1173,5638,7162.94%+5,153
SPDR SER TR
ST STR P500ETF
28,34376,591+48,2481,4773,8491.30%+2,373
ISHARES TR
TRS FLT RT BD
39,51081,575+42,0652,0024,1391.40%+2,137
ISHARES TR
US TREAS BD ETF
106,483206,716+100,2332,4384,5561.54%+2,118
SPDR INDEX SHS FDS
ST STR PO EX ETF
46,217114,960+68,7431,5043,5651.20%+2,061
SPDR SER TR
ST SHO TREAS ETF
83,552149,394+65,8422,4054,2911.45%+1,885
WISDOMTREE TR(WT)32,63166,235+33,6041,6423,3331.13%+1,691
SPDR SER TR
ST STR AGGRE ETF
72,131136,134+64,0031,8303,3131.12%+1,484
ISHARES TR56,79073,684+16,8945,5636,9292.34%+1,367
SELECT SECTOR SPDR TR
ST STR INDL ETF
012,725+12,72501,2900.44%+1,290
SPDR SER TR
ST STR P400MID
043,024+43,02401,8840.64%+1,884
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
8,29816,949+8,6511,2612,4980.84%+1,237
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
96,731129,229+32,4984,2735,4351.84%+1,162
AFLAC INC(AFL)010,466+10,46608030.27%+803
VANGUARD INDEX FDS24,29928,786+4,4875,3536,1142.07%+762
SPDR SER TR
ST STR SP600 SML
030,448+30,44801,1240.38%+1,124
VANGUARD WORLD FDS
INF TECH ETF
02,836+2,83601,1770.40%+1,177
AMERICAN CENTY ETF TR40,66549,888+9,2233,0583,6551.23%+597
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
30,70336,086+5,3834,5945,1131.73%+519
DELEK LOGISTICS PARTNERS LP(DKL)011,730+11,73004920.17%+492
SELECT SECTOR SPDR TR
ST STR CARE ETF
6,33610,355+4,0198411,3330.45%+492
SPDR INDEX SHS FDS
ST PORT MARK ETF
022,297+22,29707490.25%+749
INVESCO DB COMMDY INDX TRCK(DBC)017,525+17,52504370.15%+437
VANECK MERK GOLD TR(OUNZ)023,898+23,89804280.14%+428
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
05,040+5,04003710.13%+371
AMERICAN CENTY ETF TR15,30525,260+9,9556331,0010.34%+368
ISHARES TR
CORE DIV GRWTH
51,89161,235+9,3442,6743,0331.02%+359
SPDR SER TR
ST STR PR SP1500
23,10430,428+7,3241,2581,5970.54%+339
PROSHARES TR
S&P 500 DV ARIST
21,77726,698+4,9212,0532,3640.80%+311
VANGUARD WHITEHALL FDS05,252+5,25203110.10%+311
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
016,537+16,53703110.10%+311
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
016,476+16,47603090.10%+309
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
015,901+15,90103080.10%+308
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
017,497+17,49703070.10%+307
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
017,205+17,20506650.22%+665
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
019,499+19,49903040.10%+304
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2031 CP
019,826+19,82603020.10%+302
INVESCO EXCHNG TRAD SLF INDE
BULLETSHS 2032
015,739+15,73903020.10%+302
THE TRADE DESK INC(TTD)03,855+3,85503010.10%+301
ISHARES TR012,571+12,57108290.28%+829
INVESCO EXCH TRADED FD TR II
S&P SMLCP LOW
16,87824,529+7,6516729670.33%+295
VANGUARD INDEX FDS05,662+5,66207410.25%+741
WISDOMTREE TR(WT)021,963+21,96308510.29%+851
3M CO(MMM)03,057+3,05702860.10%+286
VANGUARD INDEX FDS9,75911,185+1,4262,7613,0461.03%+284
SCHWAB STRATEGIC TR05,470+5,47002760.09%+276
FIRST TR DOW JONES SELECT MI
COM SHS ANNUAL
04,799+4,79902630.09%+263
PACER FDS TR
GLOBL CASH ETF
74,02183,209+9,1882,4542,7080.91%+254
TIMOTHY PLAN010,540+10,54002530.09%+253
WISDOMTREE TR(WT)08,951+8,95102520.09%+252
CISCO SYS INC(CSCO)04,679+4,67902520.08%+252
SPDR SER TR
ST LONG BD ETF
011,838+11,83802510.08%+251
SPDR SER TR
ST STR SP RETAIL
04,101+4,10102500.08%+250
AMERICAN CENTY ETF TR17,51222,532+5,0201,0051,2540.42%+249
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
39,34444,344+5,0001,9862,2340.75%+247
SOUTHERN CO(SO)03,807+3,80702460.08%+246
SPDR SER TR
ST STR R1K YLD
07,408+7,40806770.23%+677
WISDOMTREE TR(WT)022,359+22,35905960.20%+596
INVESCO ACTIVELY MANAGED ETF
ACTIVE US REAL
09,409+9,40907430.25%+743
FIRST TR MORNINGSTAR DIVID L06,702+6,70202240.08%+224
VANGUARD INDEX FDS03,372+3,37206570.22%+657
ISHARES U S ETF TR
INFLATION HEDG
09,043+9,04302230.08%+223
INTERNATIONAL BUSINESS MACHS(IBM)03,344+3,34404690.16%+469
ISHARES TR04,445+4,44502140.07%+214
GENERAL ELECTRIC CO(GE)01,911+1,91102110.07%+211
FIRST TR EXCH TRADED FD III99,328112,538+13,2101,5861,7970.61%+211
PIONEER NAT RES CO0905+90502080.07%+208
EA SERIES TRUST
FREEDOM 100 EM
07,287+7,28702060.07%+206
SELECT SECTOR SPDR TR
ST STR ENERG ETF
16,84317,378+5351,3671,5710.53%+204
EXXON MOBIL CORP34,82533,480-1,3453,7353,9371.33%+202
STRATEGY SHS
NS 7HANDL IDX
010,384+10,38401980.07%+198
SPDR SER TR
ST STR SP500DIV
017,995+17,99506310.21%+631
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
47,75653,293+5,5371,0871,2790.43%+192
ISHARES TR04,397+4,39705960.20%+596
ISHARES TR02,736+2,73606130.21%+613
AMERICAN CENTY ETF TR43,57449,409+5,8352,0112,1930.74%+183
SPDR S&P 500 ETF TR(SPY)3,3213,838+5171,4721,6410.55%+169
VANECK ETF TRUST
FALLEN ANGEL HG
017,759+17,75904810.16%+481
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
017,798+17,79803780.13%+378
INVESCO EXCH TRD SLF IDX FD032,606+32,60606740.23%+674
INVESCO EXCH TRD SLF IDX FD(IVZ)35,30742,621+7,3147479050.31%+157
INVESCO EXCH TRD SLF IDX FD026,940+26,94005420.18%+542
SCHWAB STRATEGIC TR09,066+9,06606590.22%+659
AMERICAN CENTY ETF TR011,194+11,19405910.20%+591
CHEVRON CORP NEW(CVX)5,2995,775+4768349740.33%+140
WISDOMTREE TR(WT)08,248+8,24803380.11%+338
ISHARES TR06,215+6,21505680.19%+568
VERIZON COMMUNICATIONS INC(VZ)017,845+17,84505780.20%+578
SELECT SECTOR SPDR TR
ST STR UTIL ETF
05,329+5,32903140.11%+314
SCHWAB STRATEGIC TR51,91654,701+2,7853,7703,8711.31%+100
SPDR SER TR
ST STR SP400VAL
05,691+5,69103690.12%+369
VODAFONE GROUP PLC NEW(VOD)010,275+10,2750970.03%+97
SSGA ACTIVE TR
ST STR TOTAL ETF
08,026+8,02603720.13%+372
ISHARES TR
CORE HIGH DV ETF
13,85315,015+1,1621,3961,4850.50%+89
AGNC INVT CORP(AGNC)060,362+60,36205700.19%+570
AMPLIFY ETF TR20,61423,759+3,1457428250.28%+83
AEGON N V017,008+17,0080820.03%+82
ISHARES TR02,457+2,45704340.15%+434
ALPHABET INC(GOOG)6,9536,965+128419180.31%+77
ABBVIE INC(ABBV)03,313+3,31304940.17%+494
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