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