0001682677-20-000003.txt : 20200813 0001682677-20-000003.hdr.sgml : 20200813 20200813114130 ACCESSION NUMBER: 0001682677-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200813 DATE AS OF CHANGE: 20200813 EFFECTIVENESS DATE: 20200813 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Strategic Wealth Partners Group LLC CENTRAL INDEX KEY: 0001682677 IRS NUMBER: 472046833 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17522 FILM NUMBER: 201098050 BUSINESS ADDRESS: STREET 1: 825 3RD AVE 27TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 2246321625 MAIL ADDRESS: STREET 1: 520 LAKE COOK ROAD SUITE 520 CITY: DEERFIELD STATE: IL ZIP: 60015 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001682677 XXXXXXXX 06-30-2020 06-30-2020 Strategic Wealth Partners Group LLC
520 LAKE COOK ROAD SUITE 520 DEERFIELD IL 60015
13F HOLDINGS REPORT 028-17522 N
vishaal tummala wealth associate 2246321599 vishaal tummala deerfield IL 08-13-2020 0 0 398101 false
INFORMATION TABLE 2 q2202013f.xml ISHARES TR CORE S&P MCP ETF 464287507 1119 6292 SH SOLE 0 0 0 6292 ISHARES TR S&P MC 400VL ETF 464287705 1145 8610 SH SOLE 0 0 0 8610 ISHARES TR S&P MC 400GR ETF 464287606 300 1337 SH SOLE 0 0 0 1337 ISHARES TR CORE S&P SCP ETF 464287804 12509 183176 SH SOLE 0 0 0 183176 ISHARES TR SP SMCP600VL ETF 464287879 2491 20691 SH SOLE 0 0 0 20691 ISHARES TR S&P SML 600 GWT 464287887 479 2824 SH SOLE 0 0 0 2824 ISHARES TR S&P 500 VAL ETF 464287408 41600 384435 SH SOLE 0 0 0 384435 ISHARES TR CORE S&P500 ETF 464287200 3923 12667 SH SOLE 0 0 0 12667 ISHARES TR S&P 500 GRWT ETF 464287309 15772 76015 SH SOLE 0 0 0 76015 ISHARES TR RUS 1000 ETF 464287622 4816 28051 SH SOLE 0 0 0 28051 ISHARES TR RUS 1000 VAL ETF 464287598 26391 234336 SH SOLE 0 0 0 234336 ISHARES TR RUS 1000 GRW ETF 464287614 85267 444214 SH SOLE 0 0 0 444214 ISHARES TR RUSSELL 2000 ETF 464287655 9521 66493 SH SOLE 0 0 0 66493 ISHARES TR RUS 2000 VAL ETF 464287630 6328 64926 SH SOLE 0 0 0 64926 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 849 2615 SH SOLE 0 0 0 2615 SPDR S&P 500 ETF TR TR UNIT 78462F103 37240 120768 SH SOLE 0 0 0 120768 ISHARES TR RUS 2000 GRW ETF 464287648 9138 44174 SH SOLE 0 0 0 44174 ISHARES TR MSCI EAFE ETF 464287465 6365 104567 SH SOLE 0 0 0 104567 ISHARES TR RUS MID CAP ETF 464287499 660 12322 SH SOLE 0 0 0 12322 ISHARES TR RUS MD CP GR ETF 464287481 6321 39976 SH SOLE 0 0 0 39976 ISHARES TR RUS MDCP VAL ETF 464287473 489 6384 SH SOLE 0 0 0 6384 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1815 15490 SH SOLE 0 0 0 15490 VANGUARD INDEX FDS TOTAL STK MKT 922908769 34129 218032 SH SOLE 0 0 0 218032 ISHARES TR MSCI EMG MKT ETF 464287234 962 24050 SH SOLE 0 0 0 24050 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 703 5942 SH SOLE 0 0 0 5942 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2215 21766 SH SOLE 0 0 0 21766 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 624 15758 SH SOLE 0 0 0 15758 ISHARES TR CORE US AGGBD ET 464287226 276 2339 SH SOLE 0 0 0 2339 VANGUARD INDEX FDS VALUE ETF 922908744 768 7707 SH SOLE 0 0 0 7707 VANGUARD INDEX FDS MID CAP ETF 922908629 650 3964 SH SOLE 0 0 0 3964 VANGUARD INDEX FDS SMALL CP ETF 922908751 624 4285 SH SOLE 0 0 0 4285 VANGUARD INDEX FDS GROWTH ETF 922908736 1116 5522 SH SOLE 0 0 0 5522 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 303 3164 SH SOLE 0 0 0 3164 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 746 15675 SH SOLE 0 0 0 15675 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 13644 351732 SH SOLE 0 0 0 351732 ISHARES TR MSCI ACWI EX US 464288240 4131 95532 SH SOLE 0 0 0 95532 ISHARES TR GRWT ALLOCAT ETF 464289867 45536 981584 SH SOLE 0 0 0 981584 BROADCOM INC COM 11135F101 3 9 SH DFND 0 0 0 9 BROADCOM INC COM 11135F101 809 2562 SH SOLE 0 0 0 2562 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 485 5862 SH SOLE 0 0 0 5862 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1217 11984 SH SOLE 0 0 0 11984 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 823 16425 SH SOLE 0 0 0 16425 GOLUB CAP BDC INC COM 38173M102 176 15085 SH SOLE 0 0 0 15085 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7034 24818 SH SOLE 0 0 0 24818 ISHARES INC CORE MSCI EMKT 46434G103 395 8299 SH SOLE 0 0 0 8299 ISHARES TR CORE MSCI EAFE 46432F842 692 12106 SH SOLE 0 0 0 12106 ISHARES TR IBONDS DEC21 ETF 46434VBK5 278 11051 SH SOLE 0 0 0 11051 ISHARES TR IBONDS DEC23 ETF 46434VAX8 244 9303 SH SOLE 0 0 0 9303 ISHARES TR IBONDS DEC25 ETF 46434VBD1 249 9225 SH SOLE 0 0 0 9225 ISHARES TR IBONDS DEC22 ETF 46434VBA7 235 9166 SH SOLE 0 0 0 9166 ISHARES TR IBONDS DEC24 ETF 46434VBG4 238 9031 SH SOLE 0 0 0 9031 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 379 7000 SH SOLE 0 0 0 7000 ISHARES TR RUSSELL 2000 ETF 464287655 0 600 SH Put SOLE 0 0 0 600 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 372 1445 SH SOLE 0 0 0 1445 ISHARES TR RUSSELL 3000 ETF 464287689 234 1297 SH SOLE 0 0 0 1297 ISHARES TR 1 3 YR TREAS BD 464287457 340 3927 SH SOLE 0 0 0 3927 ISHARES TR MRNGSTR LG-CP ET 464287127 827 4739 SH SOLE 0 0 0 4739 ISHARES TR SHORT TREAS BD 464288679 261 2355 SH SOLE 0 0 0 2355 ISHARES TR SH TR CRPORT ETF 464288646 381 6966 SH SOLE 0 0 0 6966 ISHARES TR 3 7 YR TREAS BD 464288661 768 5747 SH SOLE 0 0 0 5747 SPDR SER TR PORTFOLIO S&P500 78464A854 258 7130 SH SOLE 0 0 0 7130 ISHARES TR CORE MSCI TOTAL 46432F834 438 8027 SH SOLE 0 0 0 8027