SP
| |
Spartan Planning & Wealth Management13F | |
| Spartan Planning & Wealth Management | |
| Last update 2025-04-09 | 65 Stocks (13 new) |
| Value $103.00 Mil | Turnover 36 % |
Spartan Planning & Wealth Mana... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHY | iShares 1-3 Year Treasury Bond ETF | 108,957 | 9,014.0 | New Holding | 8.740 | +8.74% | 0.040 | +1.14% | +2.72% | 24,096.0 | ||
SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 122,792 | 8,351.1 | -32.49% | 8.090 | -3.86% | 0.090 | +10.47% | +5.52% | 10,522.3 | ||
STIP | iShares 0-5 Year TIPS Bond ETF | 59,303 | 6,136.1 | New Holding | 5.950 | +5.95% | 0.050 | +0.99% | +4.02% | 12,719.6 | ||
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 164,048 | 5,973.0 | +192.97% | 5.790 | +3.81% | 0.030 | +13.12% | +20.68% | 27,101.4 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 64,138 | 5,883.3 | -0.63% | 5.700 | -0.03% | 0.010 | +1.04% | +2.06% | 42,893.2 | ||
GOVT | iShares U.S. Treasury Bond ETF | 211,435 | 4,859.8 | +80.05% | 4.710 | +2.09% | 0.020 | +0.85% | +1.46% | 27,564.9 | ||
HEGD | Swan Hedged Equity US Large Cap ETF | 218,258 | 4,779.9 | +8.87% | 4.630 | +0.38% | 1.320 | +7.31% | +4.91% | 426.8 | ||
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 77,568 | 4,552.5 | New Holding | 4.410 | +4.41% | 0.020 | +1.20% | +2.78% | 23,160.4 | ||
TFPN |
Blueprint Chesapeake Multi-Asset Trend ETF
Blueprint Chesapeake Multi-Asset Trend ETF
| 155,184 | 3,488.5 | -0.34% | 3.380 | -0.01% | 3.000 | +2.06% | -7.45% | 115.9 | ||
USRT | iShares Core U.S. REIT ETF | 60,091 | 3,461.2 | -10.22% | 3.350 | -0.36% | 0.120 | -1.15% | -0.22% | 2,938.4 |
Spartan Planning & Wealth Management's Historical Top Holdings Breakdowns
Spartan Planning & Wealth Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SHY | iShares 1-3 Year Treasury Bond ETF | 2025-03-31 | New Buy New Buy | +8.74% | 81.83 ($82.24) 82.73 | $82.86 | 0.75% | New holding | 108,957 | 108,957 | |
STIP | iShares 0-5 Year TIPS Bond ETF | 2025-03-31 | New Buy New Buy | +5.95% | 100.59 ($101.89) 103.47 | $102.91 | 1.00% | New holding | 59,303 | 59,303 | |
MSFT | Microsoft Corp | 2025-03-31 | Sold Out Sold Out | -5.25% | 375.39 ($407.71) 447.2 | $497.41 | 22.00% | Sold Out | 0 | -13,638 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2025-03-31 | New Buy New Buy | +4.41% | 58.07 ($58.36) 58.69 | $58.78 | 0.72% | New holding | 77,568 | 77,568 | |
SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 2025-03-31 | Reduce Reduce | -3.86% | 67.03 ($71.58) 74.61 | $74.89 | 4.62% | Reduce -32.49% | 122,792 | -59,085 | |
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 2025-03-31 | Add Add | +3.81% | 33.84 ($36.14) 37.77 | $40.49 | 12.04% | Add 192.97% | 164,048 | 108,053 | |
IEI | iShares 3-7 Year Treasury Bond ETF | 2025-03-31 | New Buy New Buy | +3.10% | 114.57 ($116.45) 118.14 | $119.09 | 2.27% | New holding | 27,036 | 27,036 | |
OPER |
ClearShares Ultra-Short Maturity ETF
ClearShares Ultra-Short Maturity ETF
| 2025-03-31 | Reduce Reduce | -3.00% | 100.07 ($100.25) 100.42 | $100.17 | -0.08% | Reduce -73.15% | 12,052 | -32,829 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -2.96% | 106.98 ($126.74) 149.43 | $157.99 | 24.66% | Reduce -47.56% | 26,619 | -24,139 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -2.76% | 209.68 ($231.67) 247.1 | $205.17 | -11.44% | Reduce -44.19% | 15,226 | -12,057 |
Spartan Planning & Wealth Management Total Holding History ($B)
Spartan Planning & Wealth Management's Asset Allocation
Spartan Planning & Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Spartan Planning & Wealth Management's Hypothetical Growth since 2025-03-31
Spartan Planning & Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Spartan Planning & Wealth Management's Holdings Heat Map
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Spartan Planning & Wealth Management's Holdings Bubble Chart
Spartan Planning & Wealth Management News
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