0001085146-22-001461.txt : 20220420 0001085146-22-001461.hdr.sgml : 20220420 20220419203733 ACCESSION NUMBER: 0001085146-22-001461 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220420 DATE AS OF CHANGE: 20220419 EFFECTIVENESS DATE: 20220420 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WEALTH MANAGEMENT RESOURCES, INC. CENTRAL INDEX KEY: 0001063516 IRS NUMBER: 050476864 STATE OF INCORPORATION: RI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21750 FILM NUMBER: 22836137 BUSINESS ADDRESS: STREET 1: 28 CEDAR SWAMP ROAD STREET 2: SUITE ONE CITY: SMITHFIELD STATE: RI ZIP: 02917 BUSINESS PHONE: 401-356-1400 MAIL ADDRESS: STREET 1: 28 CEDAR SWAMP ROAD STREET 2: SUITE ONE CITY: SMITHFIELD STATE: RI ZIP: 02917 FORMER COMPANY: FORMER CONFORMED NAME: WEALTH MANAGEMENT RESOURCES INC /BD DATE OF NAME CHANGE: 20020628 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001063516 XXXXXXXX 03-31-2022 03-31-2022 false WEALTH MANAGEMENT RESOURCES, INC.

28 CEDAR SWAMP ROAD SUITE ONE SMITHFIELD RI 02917

13F HOLDINGS REPORT 028-21750 N Kevin R. Worthley 401-356-1400 /s/Kevin R. Worthley Smithfield RI 04-18-2022 0 43 144721 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 1106 6332 SH SOLE 6332 0 0 FIDELITY MERRIMACK STR TR LTD TRM BD ETF 316188200 1475 29636 SH SOLE 29636 0 0 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 7749 155691 SH SOLE 155691 0 0 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 3279 61801 SH SOLE 61801 0 0 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 203 10678 SH SOLE 10678 0 0 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 236 2802 SH SOLE 2802 0 0 GLOBAL X FDS MILLENNIAL CONSU 37954Y764 380 10431 SH SOLE 10431 0 0 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 8365 159494 SH SOLE 159494 0 0 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 1596 31972 SH SOLE 31972 0 0 ISHARES INC GLB AGRIC PR ETF 464286350 406 8532 SH SOLE 8532 0 0 ISHARES INC MSCI EMERG MRKT 464286533 209 3418 SH SOLE 3418 0 0 ISHARES TR CORE DIV GRWTH 46434V621 346 6486 SH SOLE 6486 0 0 ISHARES TR FALN ANGLS USD 46435G474 485 17485 SH SOLE 17485 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 4761 94249 SH SOLE 94249 0 0 ISHARES TR MSCI INTL QUALTY 46434V456 845 22911 SH SOLE 22911 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 11299 145657 SH SOLE 145657 0 0 ISHARES TR MSCI USA MMENTM 46432F396 637 3787 SH SOLE 3787 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 821 6097 SH SOLE 6097 0 0 ISHARES TR MSCI USA SMCP MN 46435G433 7754 208564 SH SOLE 208564 0 0 ISHARES TR MSCI USA VALUE 46432F388 211 2018 SH SOLE 2018 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1032 28117 SH SOLE 28117 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 4003 80812 SH SOLE 80812 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 15481 196239 SH SOLE 196239 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 243 3251 SH SOLE 3251 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 842 11789 SH SOLE 11789 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 6514 261709 SH SOLE 261709 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2138 35211 SH SOLE 35211 0 0 SPDR INDEX SHS FDS S&P GBLINF ETF 78463X855 7723 132967 SH SOLE 132967 0 0 SPDR SER TR BLOOMBERG CONV 78464A359 390 5066 SH SOLE 5066 0 0 SPDR SER TR NUVEEN BLMBRG SH 78468R739 751 15871 SH SOLE 15871 0 0 SPDR SER TR NUVEEN BLOOMBERG 78464A284 530 9606 SH SOLE 9606 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 804 17039 SH SOLE 17039 0 0 SPDR SER TR PORTFOLIO S&P600 78468R853 665 15807 SH SOLE 15807 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 12979 196028 SH SOLE 196028 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 712 17051 SH SOLE 17051 0 0 SPDR SER TR RUSSELL YIELD 78468R770 334 3296 SH SOLE 3296 0 0 SPDR SER TR SSGA US LRG ETF 78468R804 445 3100 SH SOLE 3100 0 0 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 8424 187364 SH SOLE 187364 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 840 2023 SH SOLE 2023 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 9087 177437 SH SOLE 177437 0 0 WISDOMTREE TR EM EX ST-OWNED 97717X578 524 16036 SH SOLE 16036 0 0 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 9198 214212 SH SOLE 214212 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 8899 139766 SH SOLE 139766 0 0