0001221073-19-000057.txt : 20190503
0001221073-19-000057.hdr.sgml : 20190503
20190503145751
ACCESSION NUMBER: 0001221073-19-000057
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190503
DATE AS OF CHANGE: 20190503
EFFECTIVENESS DATE: 20190503
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CCG WEALTH MANAGEMENT, LLC
CENTRAL INDEX KEY: 0001771169
IRS NUMBER: 464092037
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19488
FILM NUMBER: 19795722
BUSINESS ADDRESS:
STREET 1: 3570 CARMEL MOUNTAIN ROAD
STREET 2: SUITE 220
CITY: SAN DIEGO
STATE: CA
ZIP: 92130
BUSINESS PHONE: 858 771-9500
MAIL ADDRESS:
STREET 1: 3570 CARMEL MOUNTAIN ROAD
STREET 2: SUITE 220
CITY: SAN DIEGO
STATE: CA
ZIP: 92130
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001771169
XXXXXXXX
03-31-2019
03-31-2019
CCG WEALTH MANAGEMENT, LLC
3570 CARMEL MOUNTAIN ROAD
SUITE 220
SAN DIEGO
CA
92130
13F HOLDINGS REPORT
028-19488
N
BLAKE FEINDEL
MEMBER
858 771-9500
/s/BLAKE FEINDEL
San Deigo
CA
05-01-2019
0
64
124601
false
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ALLEGHENY TECHNOLOGIES INCCOM01741R1023236126536SHSOLE
00126536ALPHABET INCCAP STK CL C02079K107918782SHSOLE
00782APPLE INCCOM0378331002591365SHSOLE
001365ARGO GROUP INTL HLDGS LTDCOMG0464B107439862242SHSOLE
0062242AVALARA INCCOM05338G106109019533SHSOLE
0019533BERKSHIRE HATHAWAY INC DELCL B NEW0846707022121055SHSOLE
001055CURTISS WRIGHT CORPCOM231561101537247400SHSOLE
0047400EXXON MOBIL CORPCOM30231G1023544384SHSOLE
004384FIDELITYTOTAL BD ETF3161883092845694SHSOLE
005694GOLDMAN SACHS BDC INCSHS38147U10764231253SHSOLE
0031253GOLDMAN SACHS ETF TRACCES TREASURY381430529279127836SHSOLE
0027836HOME DEPOT INCCOM4370761023721941SHSOLE
001941INTEL CORPCOM4581401002063834SHSOLE
003834INVESCO ACTIVELY MANAGD ETFULTRA SHRT DUR46090A887160331879SHSOLE
0031879INVESCO QQQ TRUNIT SER 146090E103207611557SHSOLE
0011557ISHARES INCMIN VOL EMRG MKT4642865332303874SHSOLE
003874ISHARES INCCORE MSCI EMKT46434G103116822593SHSOLE
0022593ISHARES TRCORE S&P500 ETF464287200258906SHSOLE
00906ISHARES TRCORE US AGGBD ET464287226236721699SHSOLE
0021699ISHARES TRMSCI EMG MKT ETF4642872342896727SHSOLE
006727ISHARES TRIBOXX INV CP ETF4642872422361984SHSOLE
001984ISHARES TRS&P 500 GRWT ETF464287309576233429SHSOLE
0033429ISHARES TRMSCI EAFE ETF464287465394760860SHSOLE
0060860ISHARES TRRUS MD CP GR ETF4642874813372487SHSOLE
002487ISHARES TRCORE S&P MCP ETF464287507333017584SHSOLE
0017584ISHARES TRRUS 1000 GRW ETF4642876149436232SHSOLE
006232ISHARES TRRUS 2000 VAL ETF4642876306025022SHSOLE
005022ISHARES TRDOW JONES US ETF4642878463032143SHSOLE
002143ISHARES TRNATIONAL MUN ETF4642884144604139SHSOLE
004139ISHARES TRMIN VOL USA ETF46429B697288048976SHSOLE
0048976ISHARES TRUSA MOMENTUM FCT46432F396294326236SHSOLE
0026236ISHARES TRCORE MSCI EAFE46432F842300049368SHSOLE
0049368JOHNSON & JOHNSONCOM4781601042021442SHSOLE
001442KEMPER CORP DELCOM48840110014493190345SHSOLE
00190345PFIZER INCCOM71708110358313727SHSOLE
0013727PIMCO ETF TRENHAN SHRT MA AC72201R833103710211SHSOLE
0010211PROSHARES TRS&P 500 DV ARIST74348A467224433114SHSOLE
0033114REALITY SHS ETF TRDIVS ETF75605A108112743012SHSOLE
0043012REALITY SHS ETF TRDIVCN LDRS ETF75605A40549914850SHSOLE
0014850SCHWAB STRATEGIC TRUS LRG CAP ETF80852420114778218571SHSOLE
00218571SCHWAB STRATEGIC TRUS SML CAP ETF8085246072974252SHSOLE
004252SCHWAB STRATEGIC TREMRG MKTEQ ETF808524706121646763SHSOLE
0046763SCHWAB STRATEGIC TRUS DIVIDEND EQ8085247976992133750SHSOLE
00133750SCHWAB STRATEGIC TRINTL EQTY ETF80852480543313841SHSOLE
0013841SCHWAB STRATEGIC TRUS AGGREGATE B808524839454087503SHSOLE
0087503SELECT SECTOR SPDR TRENERGY81369Y5063214856SHSOLE
004856SEMPRA ENERGYCOM816851109330626266SHSOLE
0026266SPDR S&P 500 ETF TRTR UNIT78462F1032841007SHSOLE
001007SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y1076081761SHSOLE
001761TELEDYNE TECHNOLOGIES INCCOM879360105679828683SHSOLE
0028683US ECOLOGY INCCOM91732J1022835056SHSOLE
005056VANECK VECTORS ETF TRAMT FREE INT ETF92189H2012615351SHSOLE
005351VANGUARD BD INDEX FD INCTOTAL BND MRKT9219378352302828SHSOLE
002828VANGUARD INDEX FDSREAL ESTATE ETF922908553105212110SHSOLE
0012110VANGUARD INDEX FDSSML CP GRW ETF9229085955262926SHSOLE
002926VANGUARD INDEX FDSEXTEND MKT ETF9229086524754110SHSOLE
004110VANGUARD INDEX FDSSMALL CP ETF922908751246816153SHSOLE
0016153VANGUARD INDEX FDSTOTAL STK MKT9229087699506564SHSOLE
006564VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF92204285896622730SHSOLE
0022730VANGUARD STAR FDVG TL INTL STK F9219097682725246SHSOLE
005246VANGUARD WORLD FDSCONSUM DIS ETF92204A10816959831SHSOLE
009831VANGUARD WORLD FDSFINANCIALS ETF92204A4054557044SHSOLE
007044VANGUARD WORLD FDSHEALTH CAR ETF92204A504183510636SHSOLE
0010636WISDOMTREE TRUS QTLY DIV GRT97717X66950711775SHSOLE
0011775