Foresight Wealth Management, LLC current holdings: USA ETF
Foresight Wealth Management, LLC reported $0.01 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 9 positions, in its Form 13F for the quarter ended 2022-12-31; the largest are SPYV, SPYG, SPDW.
- SPYV: Country of operation —; Class PRTFLO S&P500 VL; Shares 29,880; Value $1,162,027.
- SPYG: Country of operation —; Class PRTFLO S&P500 GW; Shares 20,121; Value $1,019,554.
- SPDW: Country of operation —; Class PORTFOLIO DEVLPD; Shares 25,582; Value $759,520.
- PXH: Country of operation —; Class FTSE RAFI EMNG; Shares 35,616; Value $627,547.
Form 13F-HR as filed (SEC CIK 1729735): quarter ended 2022-12-31, filed 2023-02-13. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2022-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|
| SPYV SPDR SER TR | PRTFLO S&P500 VL | 29,880 | $1,162,027 | 2022-12-31 | 2023-02-13 | ||
| SPYG SPDR SER TR | PRTFLO S&P500 GW | 20,121 | $1,019,554 | 2022-12-31 | 2023-02-13 | ||
| SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 25,582 | $759,520 | 2022-12-31 | 2023-02-13 | ||
| PXH INVESCO EXCH TRADED FD TR II | FTSE RAFI EMNG | 35,616 | $627,547 | 2022-12-31 | 2023-02-13 | ||
| MDYV SPDR SER TR | S&P 400 MDCP VAL | 5,925 | $383,479 | 2022-12-31 | 2023-02-13 | ||
| MDYG SPDR SER TR | S&P 400 MDCP GRW | 5,805 | $379,310 | 2022-12-31 | 2023-02-13 | ||
| USRT ISHARES TR | CRE U S REIT ETF | 5,531 | $273,501 | 2022-12-31 | 2023-02-13 | ||
| ACWV ISHARES INC | MSCI GBL MIN VOL | 2,482 | $235,806 | 2022-12-31 | 2023-02-13 | ||
| SLYV SPDR SER TR | S&P 600 SMCP VAL | 2,937 | $218,018 | 2022-12-31 | 2023-02-13 |
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