0001085146-20-002850.txt : 20201112 0001085146-20-002850.hdr.sgml : 20201112 20201110214808 ACCESSION NUMBER: 0001085146-20-002850 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201112 DATE AS OF CHANGE: 20201110 EFFECTIVENESS DATE: 20201112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Alliance Wealth Management Group CENTRAL INDEX KEY: 0001623707 IRS NUMBER: 471769702 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17172 FILM NUMBER: 201302809 BUSINESS ADDRESS: STREET 1: 23 ROYAL ROAD STREET 2: SUITE 101 CITY: FLEMINGTON STATE: NJ ZIP: 08822 BUSINESS PHONE: 908-751-7090 MAIL ADDRESS: STREET 1: 23 ROYAL ROAD STREET 2: SUITE 101 CITY: FLEMINGTON STATE: NJ ZIP: 08822 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001623707 XXXXXXXX 09-30-2020 09-30-2020 false Alliance Wealth Management Group

23 Royal Road Suite 101 FLEMINGTON NJ 08822

13F HOLDINGS REPORT 028-17172 N Steven M. Fox 908-751-7090 /s/ Steven M. Fox Flemington NJ 11-09-2020 0 60 232906 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 542 172 SH SOLE 0 0 172 APPLE INC COM 037833100 3392 29288 SH SOLE 0 0 29288 AT&T INC COM 00206R102 786 27583 SH SOLE 0 0 27583 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 580 2725 SH SOLE 0 0 2725 BK OF AMERICA CORP COM 060505104 219 9080 SH SOLE 0 0 9080 COCA COLA CONS INC COM 191098102 389 7883 SH SOLE 0 0 7883 COLGATE PALMOLIVE CO COM 194162103 298 3867 SH SOLE 0 0 3867 FACEBOOK INC CL A 30303M102 353 1347 SH SOLE 0 0 1347 INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 46138E719 11647 628207 SH SOLE 0 0 628207 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 9060 334057 SH SOLE 0 0 334057 ISHARES INC CORE MSCI EMKT 46434G103 576 10823 SH SOLE 0 0 10823 ISHARES TR CORE MSCI EAFE 46432F842 1177 19453 SH SOLE 0 0 19453 ISHARES TR IBOXX HI YD ETF 464288513 1902 22661 SH SOLE 0 0 22661 ISHARES TR RUS 1000 VAL ETF 464287598 310 2626 SH SOLE 0 0 2626 ISHARES TR CORE S&P500 ETF 464287200 935 2745 SH SOLE 0 0 2745 ISHARES TR MSCI USA VALUE 46432F388 415 4000 SH SOLE 0 0 4000 ISHARES TR RUS 1000 GRW ETF 464287614 1488 6861 SH SOLE 0 0 6861 ISHARES TR CORE US AGGBD ET 464287226 919 7784 SH SOLE 0 0 7784 ISHARES TR NATIONAL MUN ETF 464288414 2620 22599 SH SOLE 0 0 22599 ISHARES TR IBOXX INV CP ETF 464287242 797 5912 SH SOLE 0 0 5912 ISHARES TR CORE S&P MCP ETF 464287507 328 1744 SH SOLE 0 0 1744 ISHARES TR 0-5YR HI YL CP 46434V407 3541 80571 SH SOLE 0 0 80571 ISHARES TR FLTG RATE NT ETF 46429B655 4360 85956 SH SOLE 0 0 85956 ISHARES TR CORE S&P SCP ETF 464287804 339 4776 SH SOLE 0 0 4776 ISHARES TR JPMORGAN USD EMG 464288281 4390 39585 SH SOLE 0 0 39585 JOHNSON & JOHNSON COM 478160104 766 5147 SH SOLE 0 0 5147 JPMORGAN CHASE & CO COM 46625H100 991 10291 SH SOLE 0 0 10291 MERCK & CO. INC COM 58933Y105 766 9229 SH SOLE 0 0 9229 MICROSOFT CORP COM 594918104 849 4039 SH SOLE 0 0 4039 NEXTERA ENERGY INC COM 65339F101 227 817 SH SOLE 0 0 817 PIMCO ETF TR INV GRD CRP BD 72201R817 10675 93106 SH SOLE 0 0 93106 RESTAURANT BRANDS INTL INC COM 76131D103 275 35300 SH SOLE 0 0 35300 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 34240 424651 SH SOLE 0 0 424651 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1080 19532 SH SOLE 0 0 19532 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 27992 499153 SH SOLE 0 0 499153 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 6020 75585 SH SOLE 0 0 75585 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1334 11584 SH SOLE 0 0 11584 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 432 8272 SH SOLE 0 0 8272 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2358 45791 SH SOLE 0 0 45791 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 8295 149521 SH SOLE 0 0 149521 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 9699 362438 SH SOLE 0 0 362438 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 6447 94371 SH SOLE 0 0 94371 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 15366 489358 SH SOLE 0 0 489358 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2409 65898 SH SOLE 0 0 65898 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3922 134032 SH SOLE 0 0 134032 SPDR SER TR PORTFOLIO SHORT 78464A474 494 16107 SH SOLE 0 0 16107 SPDR SER TR BLOMBERG BRC INV 78468R200 14662 479473 SH SOLE 0 0 479473 SPDR SER TR PRTFLO S&P500 HI 78468R788 225 8197 SH SOLE 0 0 8197 SPDR SER TR PORTFOLI S&P1500 78464A805 1250 30570 SH SOLE 0 0 30570 SPDR SER TR PORTFOLIO INTRMD 78464A375 2974 80899 SH SOLE 0 0 80899 SPDR SER TR PORTFOLIO S&P500 78464A854 7503 190683 SH SOLE 0 0 190683 SPDR SER TR PORTFOLIO AGRGTE 78464A649 7964 258494 SH SOLE 0 0 258494 SPDR SER TR PORTFOLIO S&P600 78468R853 1426 52069 SH SOLE 0 0 52069 SPDR SER TR NUVEEN BRC MUNIC 78468R721 7975 153576 SH SOLE 0 0 153576 SPDR SER TR PORTFOLIO S&P400 78464A847 1723 52799 SH SOLE 0 0 52799 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 220 4462 SH SOLE 0 0 4462 STONECO LTD COM CL A G85158106 212 4000 SH SOLE 0 0 4000 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 315 6249 SH SOLE 0 0 6249 VERIZON COMMUNICATIONS INC COM 92343V104 239 4025 SH SOLE 0 0 4025 WISDOMTREE TR YIELD ENHANCD US 97717X511 218 4050 SH SOLE 0 0 4050