MinichMacGregor Wealth Management, LLC Diversified Active

CIK: 0001744318 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 13, 2022

Total Value ($000): $242,839 (100.0% shares, 0.0% debt)

Holdings (77)

RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT 9.9%
Value ($000) $24,067 Shares 179,298 Est. Cost $129.60 Unrealized
IYK ISHARES DOW JONES US CONSUMER GOODS 7.0%
Value ($000) $16,999 Shares 87,198 Est. Cost $194.95 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 5.8%
Value ($000) $14,175 Shares 393,986 Est. Cost $40.45 Unrealized
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 5.6%
Value ($000) $13,571 Shares 153,294 Est. Cost $99.00 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 4.7%
Value ($000) $11,462 Shares 197,669 Est. Cost $78.73 Unrealized
IYM ISHARES DJ US BASIC MATERIALS 4.4%
Value ($000) $10,797 Shares 91,718 Est. Cost $146.57 Unrealized
SHV ISHARES TR LEHMAN SHORT TREA BDFD 3.7%
Value ($000) $9,053 Shares 82,227 Est. Cost $110.71 Unrealized
IHF ISHARES DJ US HEALTH CARE PROVIDERS 3.7%
Value ($000) $8,914 Shares 34,900 Est. Cost $255.42 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 3.3%
Value ($000) $8,094 Shares 81,672 Est. Cost $101.65 Unrealized
IAK ISHARES U.S. INSURANCE ETF 3.1%
Value ($000) $7,637 Shares 92,047 Est. Cost $82.97 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 3.1%
Value ($000) $7,479 Shares 84,872 Est. Cost $100.32 Unrealized
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 3.0%
Value ($000) $7,294 Shares 91,782 Est. Cost $87.10 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 2.6%
Value ($000) $6,403 Shares 103,281 Est. Cost $53.01 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 2.6%
Value ($000) $6,376 Shares 142,768 Est. Cost $66.05 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 2.3%
Value ($000) $5,565 Shares 60,227 Est. Cost $109.06 Unrealized
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 2.2%
Value ($000) $5,310 Shares 211,669 Est. Cost $25.09 Unrealized
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 2.2%
Value ($000) $5,300 Shares 214,168 Est. Cost $24.75 Unrealized
FTXG FIRST TRUST NASDAQ FOOD & BEVERAGE ETF 1.9%
Value ($000) $4,639 Shares 180,895 Est. Cost $25.64 Unrealized
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 1.9%
Value ($000) $4,575 Shares 95,067 Est. Cost $57.11 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 1.8%
Value ($000) $4,482 Shares 59,690 Est. Cost $75.02 Unrealized
SPY SPDR S&P 500 ETF 1.8%
Value ($000) $4,365 Shares 11,571 Est. Cost $379.30 Unrealized
VB VANGUARD SMALL CAP ETF 1.8%
Value ($000) $4,277 Shares 24,288 Est. Cost $176.10 Unrealized
FXZ FIRST TRUST MATERIALS ALPHADEX (ETF) 1.7%
Value ($000) $4,148 Shares 73,401 Est. Cost $58.58 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND ETF 1.6%
Value ($000) $3,927 Shares 47,434 Est. Cost $85.68 Unrealized
VIS VANGUARD INDUSTRIALS 1.1%
Value ($000) $2,724 Shares 16,680 Est. Cost $153.13 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 1.0%
Value ($000) $2,418 Shares 134,074 Est. Cost $17.67 Unrealized
IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF 0.9%
Value ($000) $2,201 Shares 28,281 Est. Cost $84.29 Unrealized
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $2,132 Shares 4,960 Est. Cost $324.07 Unrealized +22.8%
FTNT FORTINET INC COM 0.8%
Value ($000) $1,943 Shares 34,350 Est. Cost $60.50 Unrealized -1.8%
CDNS CADENCE DESIGN SYSTEM INC COM 0.8%
Value ($000) $1,915 Shares 12,768 Est. Cost $111.08 Unrealized +35.9%
MSFT MICROSOFT 0.8%
Value ($000) $1,913 Shares 7,449 Est. Cost $156.63 Unrealized +68.2%
NVDA NVIDIA CORP 0.7%
Value ($000) $1,818 Shares 11,998 Est. Cost $19.03 Unrealized -1.0%
KLAC KLA-TENCOR CORP 0.7%
Value ($000) $1,792 Shares 5,619 Est. Cost $261.25 Unrealized +23.9%
GRMN GARMIN LTD 0.7%
Value ($000) $1,782 Shares 18,146 Est. Cost $110.56 Unrealized -12.3%
LABORATORY CORP OF AMERICA 0.7%
Value ($000) $1,729 Shares 7,378 Est. Cost $277.50 Unrealized
EXR EXTRA SPACE STORAGE INC COM 0.7%
Value ($000) $1,726 Shares 10,149 Est. Cost $167.00 Unrealized -5.0%
AVY AVERY DENNISON CORP COM 0.7%
Value ($000) $1,694 Shares 10,467 Est. Cost $191.93 Unrealized -16.6%
FMC FMC CORP COM NEW 0.7%
Value ($000) $1,687 Shares 15,773 Est. Cost $106.89 Unrealized 0.0%
AAPL APPLE INC 0.7%
Value ($000) $1,643 Shares 12,024 Est. Cost $98.54 Unrealized +50.8%
MAR MARRIOTT INTL INC 0.6%
Value ($000) $1,452 Shares 10,679 Est. Cost $159.48 Unrealized 0.0%
UNH UNITEDHEALTH GROUP 0.6%
Value ($000) $1,438 Shares 2,801 Est. Cost $264.43 Unrealized +78.1%
TSLA TESLA MOTORS INC 0.3%
Value ($000) $757 Shares 1,125 Est. Cost $204.89 Unrealized +33.2%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.3%
Value ($000) $674 Shares 16,283 Est. Cost $32.83 Unrealized
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.3%
Value ($000) $620 Shares 6,441 Est. Cost $110.61 Unrealized
FXN FIRST TRUST ENERGY ALPHADEX FUND 0.3%
Value ($000) $613 Shares 41,537 Est. Cost $15.93 Unrealized
FTXN FIRST TRUST NASDAQ OIL & GAS ETF 0.2%
Value ($000) $570 Shares 24,346 Est. Cost $19.44 Unrealized
VRSK VERISK ANALYTICS INC COM 0.2%
Value ($000) $562 Shares 3,247 Est. Cost $152.41 Unrealized +19.5%
GE GENERAL ELECTRIC CO COM NEW 0.2%
Value ($000) $540 Shares 8,495 Est. Cost $62.95 Unrealized -24.4%
AMZN AMAZON.COM INC 0.2%
Value ($000) $508 Shares 4,786 Est. Cost $124.64 Unrealized +0.4%
PXI INVESCO DWA ENERGY MOMENTUM ETF 0.2%
Value ($000) $430 Shares 11,269 Est. Cost $30.55 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $391 Shares 3,478 Est. Cost $99.05 Unrealized +14.1%
KBWD POWERSHARES KBW HIGH DIVIDEND YIELD FINANCIAL PORTFOLIO 0.1%
Value ($000) $345 Shares 21,070 Est. Cost $19.70 Unrealized
PXE INVESCO DYNAMIC ENERGY EXPLORATION & PRODUCTION ETF 0.1%
Value ($000) $327 Shares 12,737 Est. Cost $27.73 Unrealized
FCX FREEPORT MCMORAN COPPER 0.1%
Value ($000) $320 Shares 10,969 Est. Cost $34.13 Unrealized +11.1%
ABBV ABBVIE INC COM 0.1%
Value ($000) $305 Shares 1,996 Est. Cost $108.18 Unrealized +24.0%
PYZ INVESCO DWA BASIC MATERIALS MOMENTUM ETF 0.1%
Value ($000) $301 Shares 4,169 Est. Cost $88.32 Unrealized
KBWP INVESCO KBW PROPERTYA & CASUALTY INSURANCE ETF 0.1%
Value ($000) $299 Shares 3,687 Est. Cost $87.03 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $295 Shares 1,664 Est. Cost $118.90 Unrealized +34.5%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $292 Shares 7,858 Est. Cost $44.19 Unrealized -7.9%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $291 Shares 2,014 Est. Cost $142.70 Unrealized 0.0%
PBJ POWERSHARES EXCHANGETRADED FD TR DYNAMICFOOD & BEVERAGE 0.1%
Value ($000) $287 Shares 6,562 Est. Cost $43.74 Unrealized
GOOGL GOOGLE INC 0.1%
Value ($000) $281 Shares 129 Est. Cost $87.76 Unrealized +33.2%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $276 Shares 3,227 Est. Cost $70.30 Unrealized +13.2%
PPA INVESCO AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $274 Shares 3,911 Est. Cost $70.06 Unrealized
QQQ POWERSHARES QQQ TR 0.1%
Value ($000) $261 Shares 932 Est. Cost $236.20 Unrealized
PLUG PLUG PWR INC 0.1%
Value ($000) $248 Shares 14,978 Est. Cost $11.60 Unrealized +71.1%
WMT WALMART INC COM 0.1%
Value ($000) $238 Shares 1,957 Est. Cost $35.20 Unrealized +25.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $235 Shares 432 Est. Cost $542.91 Unrealized +0.3%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $215 Shares 1,498 Est. Cost $86.95 Unrealized +57.9%
MMM 3M CO COM 0.1%
Value ($000) $209 Shares 1,619 Est. Cost $105.20 Unrealized 0.0%
HD HOME DEPOT 0.1%
Value ($000) $205 Shares 748 Est. Cost $249.19 Unrealized +8.0%
PEP PEPSICO INC COM 0.1%
Value ($000) $205 Shares 1,232 Est. Cost $149.80 Unrealized 0.0%
RIG TRANSOCEAN 0.1%
Value ($000) $199 Shares 60,000 Est. Cost $1.80 Unrealized +124.5%
ADAMS DIVERSIFIED EQUITY FD COM 0.1%
Value ($000) $133 Shares 120,897 Est. Cost $1.10 Unrealized
SIRIUS XM RADIO INC 0.0%
Value ($000) $95 Shares 15,541 Est. Cost $5.83 Unrealized
FUELCELL ENERGY INC COM 0.0%
Value ($000) $76 Shares 20,405 Est. Cost $8.32 Unrealized
NXE NEXGEN ENERGY LTD COM 0.0%
Value ($000) $46 Shares 13,000 Est. Cost $4.59 Unrealized +3.5%