12/31/2018
Top Buys
- Name% Change
- BSCJ Invesco BulletShare... 12.096%
- PFE Pfizer, Inc. 8.68%
- BSCK Invesco BulletShare... 7.959%
- SPLV Invesco S&P 500 Low... 5.724%
- SCHG Schwab U.S. Large-C... 4.899%
12/31/2018
Top Sells
- Name% Change
12/31/2018
13F Holdings Summary
- Stock% Port
- BSCJ Invesco BulletShares 2019 C... 12.0959%
- PFE Pfizer, Inc. 8.6803%
- BSCK Invesco BulletShares 2020 C... 7.959%
- SPLV Invesco S&P 500 Low Volatil... 5.7235%
- SCHG Schwab U.S. Large-Cap Growt... 4.899%
12/31/2018
13F Sector Allocation Over Time
Fund Metrics
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Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14
| Performance for Q4 2018: | Not ready yet |
| Performance Last 4 Quarters: | 0.0% |
Performance Metrics
Stats are not available for the latest quarter
View Last Form Adv Compilation Report on Record
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.100 PASSAIC AVENUE
FAIRFIELD NJ 07004
Country: United States
Business Phone: 973-575-3444
Fax: 973-575-5590
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Limited Liability Company |
| Organized in: | NJ |
| Number of employees: | 9 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management,Hourly charges,Fixed fees |
| Amount of client funds and securities: | 45,071,200 |
| Total Number of Clients: | 370 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
Data above was derived from SEC filings.
