0001780507-20-000001.txt : 20200127 0001780507-20-000001.hdr.sgml : 20200127 20200127172152 ACCESSION NUMBER: 0001780507-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200127 DATE AS OF CHANGE: 20200127 EFFECTIVENESS DATE: 20200127 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WT Wealth Management CENTRAL INDEX KEY: 0001780507 IRS NUMBER: 463844469 STATE OF INCORPORATION: WY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19605 FILM NUMBER: 20550694 BUSINESS ADDRESS: STREET 1: 809 W RIORDAN RD STREET 2: STE. 206 CITY: FLAGSTAFF STATE: AZ ZIP: 86001 BUSINESS PHONE: 9282252474 MAIL ADDRESS: STREET 1: 809 W RIORDAN RD STREET 2: STE. 206 CITY: FLAGSTAFF STATE: AZ ZIP: 86001 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001780507 XXXXXXXX 12-31-2019 12-31-2019 WT Wealth Management
809 W RIORDAN RD STE. 206 FLAGSTAFF AZ 86001
13F HOLDINGS REPORT 028-19605 N
Ryan Stuart Business Director 9282252474 Ryan Stuart Flagstaff AZ 01-27-2020 0 90 131638 false
INFORMATION TABLE 2 wtwm13f_20191231.xml INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 6416 109991 SH SOLE 0 0 0 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 2118 144912 SH SOLE 0 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2456 89738 SH SOLE 0 0 0 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 2043 37200 SH SOLE 0 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 7608 226229 SH SOLE 0 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 7353 145677 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 25724 334605 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 782 13507 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 2757 59998 SH SOLE 0 0 0 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 1858 34951 SH SOLE 0 0 0 DBX ETF TR XTRACK USD HIGH 233051432 1116 22170 SH SOLE 0 0 0 ADOBE INC COM 00724F101 914 2772 SH SOLE 0 0 0 APPLE INC COM 037833100 1830 6233 SH SOLE 0 0 0 FACEBOOK INC CL A 30303M102 811 3955 SH SOLE 0 0 0 FEDEX CORP COM 31428X106 420 2768 SH SOLE 0 0 0 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 1281 9209 SH SOLE 0 0 0 FIRST TR EXCHANGE TRADED FD NASD TECH DIV 33738R118 3351 77737 SH SOLE 0 0 0 INTUIT COM 461202103 479 1830 SH SOLE 0 0 0 INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW 46138E198 2014 37438 SH SOLE 0 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 2957 39683 SH SOLE 0 0 0 ISHARES TR MSCI MIN VOL ETF 46429B697 6899 105170 SH SOLE 0 0 0 MASTERCARD INC CL A 57636Q104 1205 4037 SH SOLE 0 0 0 MICROSOFT CORP COM 594918104 688 4368 SH SOLE 0 0 0 PAYPAL HLDGS INC COM 70450Y103 410 3798 SH SOLE 0 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 4155 54657 SH SOLE 0 0 0 ROKU INC COM CL A 77543R102 232 1734 SH SOLE 0 0 0 SPDR SERIES TRUST AEROSPACE DEF 78464A631 1275 11687 SH SOLE 0 0 0 SQUARE INC CL A 852234103 270 4329 SH SOLE 0 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1620 17674 SH SOLE 0 0 0 HOME DEPOT INC COM 437076102 416 1908 SH SOLE 0 0 0 DISNEY WALT CO COM DISNEY 254687106 451 3105 SH SOLE 0 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1759 18958 SH SOLE 0 0 0 VISA INC COM CL A 92826C839 1148 6113 SH SOLE 0 0 0 WALMART INC COM 931142103 721 6041 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 841 9061 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 817 13603 SH SOLE 0 0 0 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 327 5082 SH SOLE 0 0 0 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 329 5018 SH SOLE 0 0 0 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 271 5245 SH SOLE 0 0 0 ISHARES TR ULTR SH TRM BD 46434V878 2748 54610 SH SOLE 0 0 0 PROSHARES TR S&P MDCP 400 DIV 74347B680 2317 38259 SH SOLE 0 0 0 VANECK VECTORS ETF TRUST INVT GRADE FLTG 92189F486 234 9280 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2126 39792 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 421 7445 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 779 25339 SH SOLE 0 0 0 ISHARES TR EXPANDED TECH 464287515 484 2080 SH SOLE 0 0 0 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 465 9390 SH SOLE 0 0 0 PROSHARES TR RUSS 2000 DIVD 74347B698 1345 21624 SH SOLE 0 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 669 18573 SH SOLE 0 0 0 NUSHARES ETF TR NUVEEN SHRT TERM 67092P706 397 13155 SH SOLE 0 0 0 HANCOCK JOHN PREMUIM DIV FD COM SH BEN INT 41013T105 528 29230 SH SOLE 0 0 0 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 524 27605 SH SOLE 0 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 294 13849 SH SOLE 0 0 0 ALPHABET INC CAP STK CL C 02079K107 1916 1433 SH SOLE 0 0 0 AMAZON COM INC COM 023135106 2657 1438 SH SOLE 0 0 0 CONSTELLATION BRANDS INC CL A 21036P108 563 2967 SH SOLE 0 0 0 COSTCO WHSL CORP NEW COM 22160K105 372 1267 SH SOLE 0 0 0 DOCUSIGN INC COM 256163106 565 7632 SH SOLE 0 0 0 LOWES COS INC COM 548661107 778 6500 SH SOLE 0 0 0 NETFLIX INC COM 64110L106 331 1025 SH SOLE 0 0 0 SALESFORCE COM INC COM 79466L302 442 2723 SH SOLE 0 0 0 T MOBILE US INC COM 872590104 382 4880 SH SOLE 0 0 0 TESLA INC COM 88160R101 288 690 SH SOLE 0 0 0 TJX COS INC NEW COM 872540109 242 3975 SH SOLE 0 0 0 UBER TECHNOLOGIES INC COM 90353T100 438 14743 SH SOLE 0 0 0 INVESCO CURNCYSHS JAPANESE Y JAPANESE YEN 46138W107 1289 14753 SH SOLE 0 0 0 ISHARES TR MBS ETF 464288588 655 6063 SH SOLE 0 0 0 FIRST TR EXCHANGE TRADED FD FIRST TR ENH NEW 33739Q408 664 11060 SH SOLE 0 0 0 INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 251 11000 SH SOLE 0 0 0 ISHARES TR PFD AND INCM SEC 464288687 378 10065 SH SOLE 0 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 363 2545 SH SOLE 0 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 361 5630 SH SOLE 0 0 0 CISCO SYS INC COM 17275R102 288 6020 SH SOLE 0 0 0 EXXON MOBIL CORP COM 30231G102 223 3209 SH SOLE 0 0 0 INTEL CORP COM 458140100 393 6582 SH SOLE 0 0 0 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 1167 29300 SH SOLE 0 0 0 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 253 7000 SH SOLE 0 0 0 SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 313 9600 SH SOLE 0 0 0 ADVISORSHARES TR DOUBLELIN VAL EQ 00768Y818 233 3125 SH SOLE 0 0 0 INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL 46138E362 796 18079 SH SOLE 0 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 252 1305 SH SOLE 0 0 0 JPMORGAN CHASE & CO COM 46625H100 231 1659 SH SOLE 0 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 323 5271 SH SOLE 0 0 0 EATON VANCE SR FLTNG RTE TR COM 27828Q105 173 12810 SH SOLE 0 0 0 ISHARES INC MIN VOL EMRG MKT 464286533 215 3666 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 420 9466 SH SOLE 0 0 0 ISHARES TR CRE U S REIT ETF 464288521 343 6300 SH SOLE 0 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 993 31702 SH SOLE 0 0 0 SPDR SERIES TRUST PORTFLI HIGH YLD 78468R606 355 13500 SH SOLE 0 0 0 ISHARES TR US AER DEF ETF 464288760 233 1051 SH SOLE 0 0 0