The Analysis of WEALTH MANAGEMENT RESOURCES, INC.'s Holdings


Currently, WEALTH MANAGEMENT RESOURCES, INC. holds 28 types of securities in its portfolio with a total value $284.1M. In the most recent quarter, they have increased their positions in SCHF (+355.0K shares, valued at $8.5M), SCHH (+4.5K shares, valued at $94.4K), CWB (+282 shares, valued at $25.2K); decreased their positions in SPYG (-91.7K shares, valued at $9.8M), SPHQ (-89.5K shares, valued at $6.7M), IHDG (-63.0K shares, valued at $3.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPHQ INVESCO EXCHANGE TRADED FD T438.8K shares-16.93%2025-12-312026-01-30history
FBND FIDELITY MERRIMACK STR TR657.1K shares-7.92%2025-12-312026-01-30history
IEF ISHARES TR292.0K shares-2.03%2025-12-312026-01-30history
SCHF SCHWAB STRATEGIC TR1.1M shares46.90%2025-12-312026-01-30history
SCHD SCHWAB STRATEGIC TR872.9K shares-8.23%2025-12-312026-01-30history
SPYG SPDR SERIES TRUST214.4K shares-29.97%2025-12-312026-01-30history
ISTB ISHARES TR328.9K shares-4.50%2025-12-312026-01-30history
IHDG WISDOMTREE TR315.5K shares-16.64%2025-12-312026-01-30history
Sponsored
XSOE WISDOMTREE TR316.8K shares-1.06%2025-12-312026-01-30history
SMMV ISHARES TR280.8K shares-3.79%2025-12-312026-01-30history
USMV ISHARES TR125.8K shares-8.05%2025-12-312026-01-30history
SPMD SPDR SERIES TRUST186.5K shares-1.34%2025-12-312026-01-30history
SCHH SCHWAB STRATEGIC TR402.6K shares1.13%2025-12-312026-01-30history
SPYM SPDR SERIES TRUST94.5K shares-7.63%2025-12-312026-01-30history
MUB ISHARES TR43.5K shares-4.76%2025-12-312026-01-30history
SPSM SPDR SERIES TRUST94.1K shares-1.22%2025-12-312026-01-30history
Sponsored
VTV VANGUARD INDEX FDS22.4K shares-16.55%2025-12-312026-01-30history
HYMB SPDR SERIES TRUST87.6K shares-3.47%2025-12-312026-01-30history
DGRW WISDOMTREE TR23.0K shares-6.66%2025-12-312026-01-30history
SPYV SPDR SERIES TRUST28.8K shares0.02%2025-12-312026-01-30history
FLOT ISHARES TR30.8K shares-55.64%2025-12-312026-01-30history
SPGP INVESCO EXCHANGE TRADED FD T10.4K shares-5.27%2025-12-312026-01-30history
VHT VANGUARD WORLD FD2.8K shares-3.36%2025-12-312026-01-30history
CWB SPDR SERIES TRUST7.0K shares4.17%2025-12-312026-01-30history
Sponsored
SHM SPDR SERIES TRUST10.7K shares-14.83%2025-12-312026-01-30history
VTEB VANGUARD MUN BD FDS7.8K shares-50.34%2025-12-312026-01-30history
IFRA ISHARES TR4.3K shares-35.86%2025-12-312026-01-30history
SCHP SCHWAB STRATEGIC TR7.9K shares-5.43%2025-12-312026-01-30history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available