MinichMacGregor Wealth Management, LLC Diversified Active

CIK: 0001744318 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 18, 2022

Total Value ($000): $328,584 (100.0% shares, 0.0% debt)

Holdings (87)

RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT 7.4%
Value ($000) $24,322 Shares 149,444 Est. Cost $128.54 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 5.0%
Value ($000) $16,372 Shares 201,482 Est. Cost $82.43 Unrealized
QTEC FIRST TR NASDAQ 100 TECHNOLOGY INDEX FD SHS 4.5%
Value ($000) $14,854 Shares 84,803 Est. Cost $120.51 Unrealized
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 4.5%
Value ($000) $14,838 Shares 149,714 Est. Cost $99.25 Unrealized
ITB ISHARES DOW JONES US HOME CONST (ETF) 3.7%
Value ($000) $12,281 Shares 148,115 Est. Cost $48.88 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 3.5%
Value ($000) $11,556 Shares 102,510 Est. Cost $100.73 Unrealized
IYC ISHARES DJ US CONSUMER SERVICES 3.5%
Value ($000) $11,515 Shares 137,086 Est. Cost $108.06 Unrealized
SOXX ISHARES SEMICONDUCTOR FUND 3.4%
Value ($000) $11,228 Shares 20,704 Est. Cost $542.31 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 3.3%
Value ($000) $10,987 Shares 95,948 Est. Cost $109.06 Unrealized
IGV ISHARES S&P NORTH AMER TECH-SOFTWARE 3.3%
Value ($000) $10,968 Shares 27,582 Est. Cost $304.72 Unrealized
IAT ISHARES U.S. REGIONAL BANKS ETF 3.3%
Value ($000) $10,937 Shares 177,095 Est. Cost $56.82 Unrealized
SCHO SCHWAB SHORT TERM US TREASURY ETF 3.2%
Value ($000) $10,587 Shares 208,211 Est. Cost $51.40 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 3.0%
Value ($000) $9,711 Shares 59,307 Est. Cost $109.97 Unrealized
VGK VANGUARD FTSE EUROPE ETF 2.9%
Value ($000) $9,452 Shares 138,513 Est. Cost $65.67 Unrealized
SHV ISHARES TR LEHMAN SHORT TREA BDFD 2.8%
Value ($000) $9,284 Shares 84,088 Est. Cost $110.71 Unrealized
PFF ISHARES S&P U.S. PREFERRED STOCK ETF 2.7%
Value ($000) $9,029 Shares 229,012 Est. Cost $39.31 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 2.5%
Value ($000) $8,335 Shares 82,076 Est. Cost $101.74 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 2.3%
Value ($000) $7,489 Shares 65,797 Est. Cost $81.86 Unrealized
NETL NETLEASE CORPORATE REAL ESTATE ETF 2.0%
Value ($000) $6,704 Shares 211,095 Est. Cost $29.71 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 1.9%
Value ($000) $6,266 Shares 91,305 Est. Cost $51.33 Unrealized
IAI ISHARES TR DOW JONESUS BROKER DEALERS INDEX FD 1.9%
Value ($000) $6,221 Shares 56,456 Est. Cost $102.26 Unrealized
IYG ISHARES TR DOW JONES U S FINL SVCS 1.9%
Value ($000) $6,116 Shares 31,678 Est. Cost $189.50 Unrealized
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 1.8%
Value ($000) $5,758 Shares 92,266 Est. Cost $57.13 Unrealized
FTXR FIRST TRUST NASDAQ TRANSPORTATION ETF 1.7%
Value ($000) $5,435 Shares 157,322 Est. Cost $26.85 Unrealized
FXD FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY 1.5%
Value ($000) $4,807 Shares 77,498 Est. Cost $41.00 Unrealized
IYM ISHARES DJ US BASIC MATERIALS 1.4%
Value ($000) $4,468 Shares 31,872 Est. Cost $140.19 Unrealized
RSPN INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF 1.3%
Value ($000) $4,376 Shares 22,140 Est. Cost $167.48 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 1.3%
Value ($000) $4,338 Shares 32,864 Est. Cost $110.31 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND ETF 1.2%
Value ($000) $3,950 Shares 46,188 Est. Cost $85.74 Unrealized
QLD PROSHARES ULTRA QQQ 1.2%
Value ($000) $3,856 Shares 43,320 Est. Cost $91.18 Unrealized
VIS VANGUARD INDUSTRIALS 1.1%
Value ($000) $3,520 Shares 17,348 Est. Cost $153.13 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.8%
Value ($000) $2,672 Shares 9,483 Est. Cost $281.77 Unrealized
MSFT MICROSOFT 0.8%
Value ($000) $2,552 Shares 7,590 Est. Cost $156.63 Unrealized +100.1%
NVDA NVIDIA CORP 0.8%
Value ($000) $2,482 Shares 8,440 Est. Cost $18.12 Unrealized +51.6%
AMD ADVANCED MICRO DEVICES INC COM 0.7%
Value ($000) $2,251 Shares 15,643 Est. Cost $64.09 Unrealized +109.7%
FTNT FORTINET INC COM 0.7%
Value ($000) $2,201 Shares 6,125 Est. Cost $65.81 Unrealized 0.0%
IDXX IDEXX LABS INC 0.6%
Value ($000) $2,087 Shares 3,170 Est. Cost $417.42 Unrealized +50.4%
AAPL APPLE INC 0.6%
Value ($000) $2,072 Shares 11,668 Est. Cost $96.85 Unrealized +59.7%
EXR EXTRA SPACE STORAGE INC COM 0.6%
Value ($000) $2,060 Shares 9,087 Est. Cost $167.31 Unrealized 0.0%
LABORATORY CORP OF AMERICA 0.6%
Value ($000) $2,044 Shares 6,508 Est. Cost $281.41 Unrealized
KLAC KLA-TENCOR CORP 0.6%
Value ($000) $1,993 Shares 4,635 Est. Cost $245.37 Unrealized +50.6%
CDNS CADENCE DESIGN SYSTEM INC COM 0.6%
Value ($000) $1,977 Shares 10,614 Est. Cost $101.63 Unrealized +71.5%
GRMN GARMIN LTD 0.6%
Value ($000) $1,958 Shares 14,382 Est. Cost $112.25 Unrealized +17.1%
AVY AVERY DENNISON CORP COM 0.6%
Value ($000) $1,930 Shares 8,914 Est. Cost $195.65 Unrealized +1.7%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $1,783 Shares 5,019 Est. Cost $324.07 Unrealized -4.7%
UNH UNITEDHEALTH GROUP 0.4%
Value ($000) $1,460 Shares 2,909 Est. Cost $264.43 Unrealized +59.7%
TSLA TESLA MOTORS INC 0.4%
Value ($000) $1,235 Shares 1,169 Est. Cost $204.89 Unrealized +63.7%
RSPF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 0.3%
Value ($000) $935 Shares 14,534 Est. Cost $64.33 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.3%
Value ($000) $882 Shares 9,338 Est. Cost $62.95 Unrealized -2.2%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.2%
Value ($000) $800 Shares 16,282 Est. Cost $32.83 Unrealized
VRSK VERISK ANALYTICS INC COM 0.2%
Value ($000) $740 Shares 3,238 Est. Cost $152.41 Unrealized +39.4%
QQQ POWERSHARES QQQ TR 0.2%
Value ($000) $735 Shares 1,848 Est. Cost $236.20 Unrealized
AMZN AMAZON.COM INC 0.2%
Value ($000) $710 Shares 213 Est. Cost $114.16 Unrealized +49.9%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $666 Shares 1,402 Est. Cost $392.34 Unrealized
FTXN FIRST TRUST NASDAQ OIL & GAS ETF 0.2%
Value ($000) $654 Shares 33,643 Est. Cost $19.44 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.2%
Value ($000) $567 Shares 6,695 Est. Cost $85.16 Unrealized
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.2%
Value ($000) $550 Shares 4,878 Est. Cost $113.04 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $545 Shares 3,443 Est. Cost $98.91 Unrealized +49.5%
KBWD POWERSHARES KBW HIGH DIVIDEND YIELD FINANCIAL PORTFOLIO 0.1%
Value ($000) $452 Shares 22,300 Est. Cost $19.70 Unrealized
PSI INVESCO DYNAMIC SEMICONDUCTORS ETF 0.1%
Value ($000) $447 Shares 2,912 Est. Cost $153.50 Unrealized
PYZ INVESCO DWA BASIC MATERIALS MOMENTUM ETF 0.1%
Value ($000) $432 Shares 4,576 Est. Cost $88.32 Unrealized
FCX FREEPORT MCMORAN COPPER 0.1%
Value ($000) $426 Shares 10,209 Est. Cost $32.63 Unrealized +9.7%
PKB POWERSHS EXCH TRAD FD TR POWERSHARES DYNAMIC 0.1%
Value ($000) $417 Shares 7,659 Est. Cost $43.60 Unrealized
PEZ INVESCO DWA CONSUMER CYCLICALS MOMENTUM ETF 0.1%
Value ($000) $408 Shares 4,473 Est. Cost $91.21 Unrealized
PXI INVESCO DWA ENERGY MOMENTUM ETF 0.1%
Value ($000) $407 Shares 13,321 Est. Cost $30.55 Unrealized
PFI INVESCO DWA FINANCIAL MOMENTUM ETF 0.1%
Value ($000) $378 Shares 6,918 Est. Cost $50.62 Unrealized
PDP POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO 0.1%
Value ($000) $373 Shares 3,956 Est. Cost $78.83 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.1%
Value ($000) $372 Shares 4,609 Est. Cost $74.21 Unrealized
PLUG PLUG PWR INC 0.1%
Value ($000) $366 Shares 12,978 Est. Cost $9.71 Unrealized +256.2%
GOOGL GOOGLE INC 0.1%
Value ($000) $353 Shares 122 Est. Cost $85.44 Unrealized +67.3%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $329 Shares 7,751 Est. Cost $44.24 Unrealized -5.0%
HD HOME DEPOT 0.1%
Value ($000) $315 Shares 759 Est. Cost $249.19 Unrealized +37.7%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $291 Shares 1,702 Est. Cost $118.90 Unrealized +22.0%
WMT WALMART INC COM 0.1%
Value ($000) $290 Shares 2,008 Est. Cost $35.20 Unrealized +28.3%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $269 Shares 1,650 Est. Cost $86.95 Unrealized +54.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $261 Shares 391 Est. Cost $542.36 Unrealized +13.8%
CSCO CISCO SYS INC 0.1%
Value ($000) $246 Shares 3,885 Est. Cost $49.23 Unrealized +2.5%
IT GARTNER INC CL A 0.1%
Value ($000) $234 Shares 700 Est. Cost $289.93 Unrealized +10.9%
TQQQ PROSHARES ULTRAPRO QQQ 0.1%
Value ($000) $221 Shares 1,334 Est. Cost $165.67 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $218 Shares 1,616 Est. Cost $101.71 Unrealized 0.0%
PEP PEPSICO INC COM 0.1%
Value ($000) $208 Shares 1,198 Est. Cost $143.45 Unrealized 0.0%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $208 Shares 1,864 Est. Cost $111.59 Unrealized
RIG TRANSOCEAN 0.1%
Value ($000) $165 Shares 60,000 Est. Cost $1.80 Unrealized +88.1%
ADAMS DIVERSIFIED EQUITY FD COM 0.0%
Value ($000) $137 Shares 120,897 Est. Cost $1.10 Unrealized
FUELCELL ENERGY INC COM 0.0%
Value ($000) $106 Shares 20,405 Est. Cost $8.32 Unrealized
SIRIUS XM RADIO INC 0.0%
Value ($000) $98 Shares 15,524 Est. Cost $5.83 Unrealized
NXE NEXGEN ENERGY LTD COM 0.0%
Value ($000) $56 Shares 13,000 Est. Cost $4.59 Unrealized +12.1%