13F-HR filed by Leicht Financial Planning & Wealth Management, Inc.
Leicht Financial Planning & Wealth Management, Inc. filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-01-20, with 27 holding rows worth $149,105,797.
- Accession
- 0001085146-23-000233
- Filer
- CIK 1710666
- Filed
- 2023-01-20
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2022
A holdings report, 27 entries on the cover page, a total value of $149,105,797 stated on the cover page (in dollars after the unit check, H1), rows summing to $149,105,797 with VALUE read as dollars as filed, 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 Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 471,141 | $17,418,083 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 291,775 | $14,784,239 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 310,347 | $12,069,395 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 80,139 | $10,886,883 | dollars as filed | |
| SPDW | 78463X889 | COM | 347,227 | $10,309,170 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 158,355 | $10,118,885 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 64,172 | $7,985,564 | dollars as filed | |
| WISDOMTREE TR | 97717X511 | YIELD ENHANCD US | 155,775 | $6,643,804 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 137,105 | $6,483,695 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 203,493 | $6,477,182 | dollars as filed | |
| SPDR Portfolio High Yield Bond ETF | 78468R606 | SHS | 289,294 | $6,462,828 | dollars as filed | |
| SPDR Portfolio Mortgage Backed Bond ETF | 78464A383 | SHS | 244,772 | $5,311,552 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 119,746 | $5,089,205 | dollars as filed | |
| SPDR SERIES TRUST | 78464A672 | ST INTER ETF | 177,740 | $5,019,378 | dollars as filed | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 189,663 | $4,766,231 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 53,042 | $4,639,584 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J619 | RUSL 1000 DYNM | 102,382 | $4,396,283 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 110,480 | $3,641,421 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 97,165 | $3,323,043 | dollars as filed | |
| AMERICAN CENTURY ETF TR QUALITY DIVERSIFIED INTL | 025072406 | ETF | 21,473 | $855,667 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V266 | S&P500 PUR GWT | 4,290 | $650,407 | dollars as filed | |
| WISDOMTREE TR | 97717W562 | US SMALLCAP FUND | 13,535 | $576,456 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 963 | $297,471 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V258 | S&P500 PUR VAL | 3,118 | $243,142 | dollars as filed | |
| LEGG MASON ETF INVT | 52468L406 | FRANKLIN US LOW | 5,999 | $228,202 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V282 | S&P500 EQL TEC | 903 | $219,411 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U852 | HENDERSON MTG | 4,589 | $208,616 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-23-000233 | this filing | 2023-01-20 | acceptance time not in the bulk data set |