Integer Wealth Advisors Group LLC 13F Holdings
CIK 0001802098 · KENNESAW, 2Q
As of Mar 31, 2021, Integer Wealth Advisors Group LLC reported 81 positions worth
CIK 0001802098 · KENNESAW, 2Q
As of Mar 31, 2021, Integer Wealth Advisors Group LLC reported 81 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 68,434 | 7.6K | 9.57% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 114,855 | 3.1K | 7.14% |
| APPLE INC | AAPL | Technology | 82,413 | 1.0K | 5.97% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 108,730 | $9.4K | 5.11% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 37,036 | $9.1K | 4.96% |
| ISHARES CORE S&P 500 ETF | IVV | — | 20,479 | $8.5K | 4.61% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 57,659 | $8.3K | 4.52% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 43,359 | $6.7K | 3.66% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 89,015 | $6.6K | 3.60% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 19,697 | $5.2K | 2.86% |
| ISHARES S&P MID-CAP 400 GROWTH ETF | IJK | — | 62,633 | $5.0K | 2.74% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 73,040 | $5.0K | 2.74% |
| ISHARES US REAL ESTATE ETF | IYR | — | 51,500 | $4.8K | 2.64% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 41,148 | $4.5K | 2.45% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 30,008 | $4.3K | 2.32% |
| SPDR S&P 500 ETF TRUST | SPY | — | 9,524 | $3.9K | 2.13% |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | IJT | — | 29,758 | $3.9K | 2.10% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 16,453 | $3.7K | 1.99% |
| ISHARES S&P 100 ETF | OEF | — | 16,209 | $3.0K | 1.66% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 46,732 | $3.0K | 1.65% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 21,884 | $2.6K | 1.41% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 71,315 | $2.5K | 1.37% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 7,418 | $2.5K | 1.36% |
| ISHARES S&P MID-CAP 400 VALUE ETF | IJJ | — | 23,394 | $2.4K | 1.33% |
| AMAZON.COM INC | AMZN | Equity | 659 | $2.2K | 1.21% |