0001780507-20-000003.txt : 20200513 0001780507-20-000003.hdr.sgml : 20200513 20200513092151 ACCESSION NUMBER: 0001780507-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200513 DATE AS OF CHANGE: 20200513 EFFECTIVENESS DATE: 20200513 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: 20871307 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 true 0001780507 XXXXXXXX 03-31-2020 03-31-2020 WT Wealth Management

809 W RIORDAN RD STE. 206 FLAGSTAFF AZ 86001

13F HOLDINGS REPORT 028-19605 N Ryan Stuart 928-853-5002 Ryan Stuart Flagstaff AZ 05-13-2020 0 66 94904 false INFORMATION TABLE 2 wtwm13f_20200331.xml ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 2006 132453 SH SOLE 0 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1700 82186 SH SOLE 0 0 0 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 2199 37412 SH SOLE 0 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 6575 254476 SH SOLE 0 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 7066 136597 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 19663 325399 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 496 11042 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 1903 58142 SH SOLE 0 0 0 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 2058 37776 SH SOLE 0 0 0 DBX ETF TR XTRACK USD HIGH 233051432 1062 24110 SH SOLE 0 0 0 INVESCO EXCHANGE-TRADED FD T S&P500 LOW VOL 46138E354 5063 107912 SH SOLE 0 0 0 ADOBE INC COM 00724F101 829 2607 SH SOLE 0 0 0 APPLE INC COM 037833100 1787 7028 SH SOLE 0 0 0 BOEING CO COM 097023105 921 6176 SH SOLE 0 0 0 COSTCO WHSL CORP NEW COM 22160K105 566 1988 SH SOLE 0 0 0 FACEBOOK INC CL A 30303M102 744 4460 SH SOLE 0 0 0 FEDEX CORP COM 31428X106 658 5413 SH SOLE 0 0 0 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 1095 8858 SH SOLE 0 0 0 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 2655 75051 SH SOLE 0 0 0 INTUIT COM 461202103 526 2290 SH SOLE 0 0 0 ISHARES TR MSCI MIN VOL ETF 46429B697 5327 98636 SH SOLE 0 0 0 MASTERCARD INC CL A 57636Q104 933 3865 SH SOLE 0 0 0 MICROSOFT CORP COM 594918104 1164 7382 SH SOLE 0 0 0 PAYPAL HLDGS INC COM 70450Y103 428 4475 SH SOLE 0 0 0 ROKU INC COM CL A 77543R102 342 3918 SH SOLE 0 0 0 SPDR SER TR AEROSPACE DEF 78464A631 949 12485 SH SOLE 0 0 0 SQUARE INC CL A 852234103 372 7115 SH SOLE 0 0 0 T MOBILE US INC COM 872590104 584 6967 SH SOLE 0 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1202 14956 SH SOLE 0 0 0 HOME DEPOT INC COM 437076102 360 1929 SH SOLE 0 0 0 DISNEY WALT CO COM DISNEY 254687106 674 6981 SH SOLE 0 0 0 UNITED PARCEL SERVICE INC CL B 911312106 457 4901 SH SOLE 0 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 566 10545 SH SOLE 0 0 0 VISA INC COM CL A 92826C839 958 5950 SH SOLE 0 0 0 WALMART INC COM 931142103 766 6716 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 671 8429 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 622 14067 SH SOLE 0 0 0 SPDR SER TR S&P 600 SMCP GRW 78464A201 247 5351 SH SOLE 0 0 0 SPDR SER TR S&P 600 SMCP VAL 78464A300 235 5752 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1741 32081 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 388 6749 SH SOLE 0 0 0 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 416 11183 SH SOLE 0 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 317 6220 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1099 12411 SH SOLE 0 0 0 ISHARES TR ULTR SH TRM BD 46434V878 2467 49401 SH SOLE 0 0 0 ISHARES TR EXPANDED TECH 464287515 495 2355 SH SOLE 0 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 345 16485 SH SOLE 0 0 0 ALPHABET INC CAP STK CL C 02079K107 1666 1433 SH SOLE 0 0 0 AMAZON COM INC COM 023135106 2585 1326 SH SOLE 0 0 0 DOCUSIGN INC COM 256163106 572 6192 SH SOLE 0 0 0 INVESCO EXCHANGE-TRADED FD T S&P MIDCP LOW 46138E198 204 5139 SH SOLE 0 0 0 LULULEMON ATHLETICA INC COM 550021109 266 1408 SH SOLE 0 0 0 NETFLIX INC COM 64110L106 509 1358 SH SOLE 0 0 0 SALESFORCE COM INC COM 79466L302 401 2792 SH SOLE 0 0 0 TJX COS INC NEW COM 872540109 221 4635 SH SOLE 0 0 0 ISHARES TR ESG MSCI USA ETF 46435G425 209 3638 SH SOLE 0 0 0 INVESCO CURRENCYSHARES JAPAN JAPANESE YEN 46138W107 1342 15222 SH SOLE 0 0 0 ISHARES TR MBS ETF 464288588 620 5619 SH SOLE 0 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 690 11695 SH SOLE 0 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 512 8267 SH SOLE 0 0 0 HANCOCK JOHN PREM DIVID FD COM SH BEN INT 41013T105 153 12615 SH SOLE 0 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 291 1970 SH SOLE 0 0 0 SOUTHWEST AIRLS CO COM 844741108 444 12472 SH SOLE 0 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 215 1305 SH SOLE 0 0 0 JPMORGAN CHASE & CO COM 46625H100 307 3420 SH SOLE 0 0 0