Titelia

Holdings of WEALTH MANAGEMENT RESOURCES, INC.

26 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 80.7 % of the equity sleeve

Sector breakdown

  • Funds 9.3 %
  • Unattributed 90.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US26271.5M $100.00 %

Positions

RankCompanySharesValueWeight
1Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 438,43833M $
2Fidelity Total Bond ETF 662,89130.2M $
3iShares Trust 293,05828M $
4Schwab International Equity ETF 1,113,79927.6M $
5Schwab US Dividend Equity ETF 871,18226.7M $
6SPDR Series Trust 214,01221M $
7ISHARES CORE 1-5 YEAR USD BO 330,04416M $
8Wisdomtree Trust 316,45912.7M $
9iShares Trust 279,77312.2M $
10iShares MSCI USA Min Vol Factor ETF 125,82111.7M $
11SPDR Series Trust 188,86911.2M $
12Schwab U.S. REIT ETF 406,8898.7M $
13SPDR Series Trust 93,3157.1M $
14SPDR Series Trust 92,8014.5M $
15Vanguard Value ETF 21,8264.3M $
16iShares National Muni Bond ETF 38,0874M $
17abrdn Bloomberg All Commodity 84,4893M $
18State Street SPDR Nuveen ICE High Yield Municipal Bond ETF 82,3452M $
19WisdomTree Trust 19,6741.7M $
20SPDR Series Trust 28,7631.6M $
21iShares Trust 28,1161.4M $
22Invesco Exchange-Traded Fund Trust 10,3671.1M $
23Vanguard World Fund 2,768753.9K $
24SPDR Series Trust 5,355490.1K $
25Invesco QQQ Trust Series 1 399230.4K $
26Schwab US TIPS ETF 7,894210.1K $