13F-HR filed by Leicht Financial Planning & Wealth Management, Inc.
Leicht Financial Planning & Wealth Management, Inc. filed this 13F-HR for the quarter ended 2020-03-31, filed 2020-04-13, with 53 holding rows worth $103,439,000.
- Accession
- 0001085146-20-001100
- Filer
- CIK 1710666
- Filed
- 2020-04-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2020
A holdings report, 53 entries on the cover page, a total value of $103,439,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $103,439,000 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 |
|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | 78464A672 | ST INTER ETF | 596,359 | $19,758,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 255,619 | $8,687,000 | thousands by filing date | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 272,080 | $8,224,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W588 | US LARGECAP FUND | 272,183 | $7,655,000 | thousands by filing date | |
| WISDOMTREE TR | 97717X594 | ITL HDG QTLY DIV | 217,755 | $6,596,000 | thousands by filing date | |
| iShares MBS ETF | 464288588 | SHS | 55,947 | $6,193,000 | thousands by filing date | |
| ISHARES TR | 46435G425 | COM | 75,132 | $4,328,000 | thousands by filing date | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 52,719 | $4,290,000 | thousands by filing date | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 64,540 | $3,489,000 | thousands by filing date | |
| ISHARES INC | 46434G863 | COM | 107,549 | $2,950,000 | thousands by filing date | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 37,340 | $2,634,000 | thousands by filing date | |
| WISDOMTREE TR | 97717X578 | EM EX ST-OWNED | 91,020 | $2,227,000 | thousands by filing date | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 27,181 | $2,185,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E784 | EMRNG MKT SVRG | 78,565 | $1,876,000 | thousands by filing date | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 35,581 | $1,678,000 | thousands by filing date | |
| INVESCO ACTIVELY MANAGED EXC | 46090A879 | VAR RATE INVT | 72,248 | $1,644,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 25,941 | $1,414,000 | thousands by filing date | |
| ISHARES TR | 46432F370 | MSCI USA SZE FT | 16,093 | $1,139,000 | thousands by filing date | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 20,429 | $1,082,000 | thousands by filing date | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 18,576 | $1,020,000 | thousands by filing date | |
| SPDR SER TR | 78468R101 | PORTFOLIO SH TSR | 27,084 | $828,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 3,112 | $802,000 | thousands by filing date | |
| ISHARES TR | 46435G102 | CONV BD ETF | 13,021 | $708,000 | thousands by filing date | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 12,106 | $681,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 2,483 | $643,000 | thousands by filing date | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 8,888 | $629,000 | thousands by filing date | |
| NUVEEN AMT FREE QLTY MUN INC | 670657105 | COM | 44,783 | $605,000 | thousands by filing date | |
| INVESCO | 46138J882 | EXCHANGE TRADED | 28,068 | $593,000 | thousands by filing date | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 5,737 | $573,000 | thousands by filing date | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 5,871 | $496,000 | thousands by filing date | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 12,155 | $495,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 7,007 | $485,000 | thousands by filing date | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 6,031 | $465,000 | thousands by filing date | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 5,648 | $452,000 | thousands by filing date | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 3,635 | $449,000 | thousands by filing date | |
| ISHARES TR | 464288687 | COM | 13,392 | $426,000 | thousands by filing date | |
| ISHARES TR | 46434V100 | 0-5YR INVT GR CP | 7,973 | $399,000 | thousands by filing date | |
| SPDR Portfolio Corporate Bond ETF | 78464A144 | SHS | 12,043 | $395,000 | thousands by filing date | |
| iShares TIPS Bond ETF | 464287176 | SHS | 3,269 | $386,000 | thousands by filing date | |
| VANGUARD INTL EQUITY INDEX F | 922042676 | COM | 8,449 | $361,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 3,279 | $349,000 | thousands by filing date | |
| INVESCO EXCH TRD SLF IDX FD | 46138J700 | BULSHS 2021 CB | 16,530 | $347,000 | thousands by filing date | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 1,924 | $317,000 | thousands by filing date | |
| Vanguard Value ETF | 922908744 | SHS | 3,127 | $278,000 | thousands by filing date | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 4,420 | $275,000 | thousands by filing date | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $272,000 | thousands by filing date | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 1,894 | $263,000 | thousands by filing date | |
| INVESCO EXCHANGE TRADED FD T | 46137V266 | S&P500 PUR GWT | 2,608 | $263,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,350 | $247,000 | thousands by filing date | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 4,997 | $243,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 2,105 | $238,000 | thousands by filing date | |
| INVESCO EXCHANGE TRADED FD T | 46137V258 | S&P500 PUR VAL | 5,136 | $206,000 | thousands by filing date | |
| WISDOMTREE TR | 97717Y857 | US MULTIFACTOR | 8,263 | $201,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-20-001100 | this filing | 2020-04-13 | acceptance time not in the bulk data set |