13F-HR filed by Leicht Financial Planning & Wealth Management, Inc.
Leicht Financial Planning & Wealth Management, Inc. filed this 13F-HR for the quarter ended 2018-09-30, filed 2018-10-19, with 35 holding rows worth $84,238,000.
- Accession
- 0001085146-18-002353
- Filer
- CIK 1710666
- Filed
- 2018-10-19
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2018
A holdings report, 35 entries on the cover page, a total value of $84,238,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $84,238,000 with VALUE read as thousands by filing date, 13F file number 028-18122. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | 46138J304 | BULSHS 2019 CB | 583,496 | $12,290,000 | thousands by filing date | |
| INVESCO BULLETSHARES 2020 CORP | 46138J502 | BULSHS 2020 CB | 565,370 | $11,908,000 | thousands by filing date | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 67,721 | $5,951,000 | thousands by filing date | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 57,721 | $4,734,000 | thousands by filing date | |
| Ishares Ibonds Dec | 46434VAU4 | ETF | 153,929 | $3,818,000 | thousands by filing date | principal |
| Ishares Ibonds Dec | 46434VAQ3 | ETF | 142,962 | $3,589,000 | thousands by filing date | principal |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 16,696 | $3,359,000 | thousands by filing date | |
| INVESCO EXCHANGE TRADED FD T | 46137V266 | S&P500 PUR GWT | 25,617 | $3,072,000 | thousands by filing date | |
| INVESCO EXCHANGE TRADED FD T | 46137V258 | S&P500 PUR VAL | 39,003 | $2,676,000 | thousands by filing date | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 14,634 | $2,442,000 | thousands by filing date | |
| Vanguard Value ETF | 922908744 | SHS | 20,616 | $2,279,000 | thousands by filing date | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 33,176 | $2,061,000 | thousands by filing date | |
| ISHARES TR | 464288687 | COM | 52,504 | $1,954,000 | thousands by filing date | |
| ISHARES TR | 46434V100 | 0-5YR INVT GR CP | 35,536 | $1,765,000 | thousands by filing date | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 31,852 | $1,736,000 | thousands by filing date | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 36,620 | $1,721,000 | thousands by filing date | |
| ISHARES TR | 46435G102 | CONV BD ETF | 28,580 | $1,711,000 | thousands by filing date | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 16,751 | $1,658,000 | thousands by filing date | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 25,658 | $1,591,000 | thousands by filing date | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 29,730 | $1,516,000 | thousands by filing date | |
| IJH | 464287507 | COM | 7,294 | $1,462,000 | thousands by filing date | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 24,269 | $1,255,000 | thousands by filing date | |
| INVESCO EXCH TRD SLF IDX FD | 46138J700 | BULSHS 2021 CB | 58,662 | $1,217,000 | thousands by filing date | |
| NEW YORK LIFE INVESTMENTS ET | 45409B107 | NYLI HEDGE MULTI | 37,330 | $1,147,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 14,081 | $1,134,000 | thousands by filing date | |
| VANGUARD INTL EQUITY INDEX F | 922042676 | COM | 18,977 | $1,069,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 11,593 | $1,009,000 | thousands by filing date | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 3,558 | $773,000 | thousands by filing date | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 7,995 | $760,000 | thousands by filing date | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 17,314 | $741,000 | thousands by filing date | |
| NUVEEN AMT FREE QLTY MUN INC | 670657105 | COM | 51,560 | $654,000 | thousands by filing date | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 5,150 | $390,000 | thousands by filing date | |
| INVESCO | 46138J882 | EXCHANGE TRADED | 14,551 | $299,000 | thousands by filing date | |
| ISHARES TR | 46434V282 | U S EQUITY FACTR | 8,164 | $274,000 | thousands by filing date | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 3,911 | $223,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-18-002353 | this filing | 2018-10-19 | acceptance time not in the bulk data set |