0001682677-22-000001.txt : 20220211 0001682677-22-000001.hdr.sgml : 20220211 20220211104928 ACCESSION NUMBER: 0001682677-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220211 EFFECTIVENESS DATE: 20220211 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: 22617625 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 12-31-2021 12-31-2021 Strategic Wealth Partners Group LLC

520 LAKE COOK ROAD SUITE 520 DEERFIELD IL 60015

13F HOLDINGS REPORT 028-17522 N Vishaal Tummala 2246321599 Vishaal Tummala Deerfield IL 02-11-2022 0 83 576824 false INFORMATION TABLE 2 Q4202113fexport.xml BROADCOM INC COM 11135F101 1754 2636 SH DFND 0 0 2636 BROADCOM INC COM 11135F101 123 185 SH SOLE 0 0 185 IMPACT SHS TR I YWCA WOMENS ETF 45259A100 224 6384 SH SOLE 0 0 6384 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2916 17918 SH SOLE 0 0 17918 ISHARES INC CORE MSCI EMKT 46434G103 16 270 SH DFND 0 0 270 ISHARES INC CORE MSCI EMKT 46434G103 236 3939 SH SOLE 0 0 3939 ISHARES TR CORE MSCI TOTAL 46432F834 569 8027 SH SOLE 0 0 8027 ISHARES TR US TREAS BD ETF 46429B267 275 10298 SH DFND 0 0 10298 ISHARES TR CORE MSCI EAFE 46432F842 922 12357 SH SOLE 0 0 12357 ISHARES TR IBONDS DEC23 ETF 46434VAX8 364 14184 SH SOLE 0 0 14184 ISHARES TR IBONDS DEC25 ETF 46434VBD1 351 13268 SH SOLE 0 0 13268 ISHARES TR IBONDS DEC22 ETF 46434VBA7 178 7078 SH DFND 0 0 7078 ISHARES TR IBONDS DEC22 ETF 46434VBA7 348 13835 SH SOLE 0 0 13835 ISHARES TR IBONDS DEC24 ETF 46434VBG4 346 13332 SH SOLE 0 0 13332 ISHARES TR ESG AWR US AGRGT 46435U549 503 9109 SH SOLE 0 0 9109 ISHARES TR RUSEL 2500 ETF 46435G268 3877 58411 SH SOLE 0 0 58411 ISHARES TR ESG AW MSCI EAFE 46435G516 255 3205 SH SOLE 0 0 3205 ISHARES TR IBONDS DEC2026 46435GAA0 364 13958 SH SOLE 0 0 13958 ISHARES TR MSCI ACWI EX US 464288240 5159 92781 SH SOLE 0 0 92781 ISHARES TR MODERT ALLOC ETF 464289875 727 15995 SH SOLE 0 0 15995 ISHARES TR GRWT ALLOCAT ETF 464289867 63 1099 SH DFND 0 0 1099 ISHARES TR GRWT ALLOCAT ETF 464289867 36944 647228 SH SOLE 0 0 647228 ISHARES TR 3 7 YR TREAS BD 464288661 23 180 SH DFND 0 0 180 ISHARES TR 3 7 YR TREAS BD 464288661 317 2467 SH SOLE 0 0 2467 ISHARES TR ISHS 1-5YR INVS 464288646 41 754 SH DFND 0 0 754 ISHARES TR ISHS 1-5YR INVS 464288646 351 6512 SH SOLE 0 0 6512 ISHARES TR MSCI KLD400 SOC 464288570 1277 13740 SH SOLE 0 0 13740 ISHARES TR MSCI EMG MKT ETF 464287234 1197 24494 SH SOLE 0 0 24494 ISHARES TR S&P 100 ETF 464287101 662 3023 SH DFND 0 0 3023 ISHARES TR S&P 100 ETF 464287101 34 157 SH SOLE 0 0 157 ISHARES TR CORE US AGGBD ET 464287226 14940 130963 SH SOLE 0 0 130963 ISHARES TR MORNINGSTR US EQ 464287127 837 12607 SH SOLE 0 0 12607 ISHARES TR CORE S&P MCP ETF 464287507 1318 4656 SH SOLE 0 0 4656 ISHARES TR S&P MC 400VL ETF 464287705 1171 10579 SH SOLE 0 0 10579 ISHARES TR S&P MC 400GR ETF 464287606 320 3759 SH SOLE 0 0 3759 ISHARES TR CORE S&P SCP ETF 464287804 41 361 SH DFND 0 0 361 ISHARES TR CORE S&P SCP ETF 464287804 24094 210406 SH SOLE 0 0 210406 ISHARES TR SP SMCP600VL ETF 464287879 5150 49289 SH SOLE 0 0 49289 ISHARES TR S&P SML 600 GWT 464287887 898 6466 SH SOLE 0 0 6466 ISHARES TR S&P 500 VAL ETF 464287408 1634 10431 SH DFND 0 0 10431 ISHARES TR S&P 500 VAL ETF 464287408 52234 333485 SH SOLE 0 0 333485 ISHARES TR CORE S&P500 ETF 464287200 6155 12903 SH SOLE 0 0 12903 ISHARES TR S&P 500 GRWT ETF 464287309 22027 263257 SH SOLE 0 0 263257 ISHARES TR RUS 1000 ETF 464287622 6191 23414 SH SOLE 0 0 23414 ISHARES TR RUS 1000 VAL ETF 464287598 160 950 SH DFND 0 0 950 ISHARES TR RUS 1000 VAL ETF 464287598 50768 302316 SH SOLE 0 0 302316 ISHARES TR RUS 1000 GRW ETF 464287614 2788 9122 SH DFND 0 0 9122 ISHARES TR RUS 1000 GRW ETF 464287614 125246 409851 SH SOLE 0 0 409851 ISHARES TR RUSSELL 2000 ETF 464287655 176 792 SH DFND 0 0 792 ISHARES TR RUSSELL 2000 ETF 464287655 13639 61314 SH SOLE 0 0 61314 ISHARES TR RUS 2000 VAL ETF 464287630 9878 59486 SH SOLE 0 0 59486 ISHARES TR RUSSELL 3000 ETF 464287689 362 1304 SH SOLE 0 0 1304 ISHARES TR RUS MID CAP ETF 464287499 394 4746 SH SOLE 0 0 4746 ISHARES TR RUS MD CP GR ETF 464287481 8879 77062 SH SOLE 0 0 77062 ISHARES TR RUS MDCP VAL ETF 464287473 574 4693 SH SOLE 0 0 4693 ISHARES TR RUS 2000 GRW ETF 464287648 11747 40084 SH SOLE 0 0 40084 ISHARES TR MSCI EAFE ETF 464287465 50 634 SH DFND 0 0 634 ISHARES TR MSCI EAFE ETF 464287465 11839 150470 SH SOLE 0 0 150470 S&P GLOBAL INC COM 78409V104 662 1404 SH DFND 0 0 1404 S&P GLOBAL INC COM 78409V104 35 75 SH SOLE 0 0 75 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1721 10511 SH SOLE 0 0 10511 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1149 15699 SH SOLE 0 0 15699 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 313 861 SH SOLE 0 0 861 SPDR S&P 500 ETF TR TR UNIT 78462F103 61 129 SH DFND 0 0 129 SPDR S&P 500 ETF TR TR UNIT 78462F103 48435 101976 SH SOLE 0 0 101976 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 234 452 SH SOLE 0 0 452 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7753 17760 SH SOLE 0 0 17760 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 343 2281 SH SOLE 0 0 2281 VANGUARD INDEX FDS VALUE ETF 922908744 443 3013 SH DFND 0 0 3013 VANGUARD INDEX FDS VALUE ETF 922908744 1476 10030 SH SOLE 0 0 10030 VANGUARD INDEX FDS MID CAP ETF 922908629 312 1226 SH SOLE 0 0 1226 VANGUARD INDEX FDS GROWTH ETF 922908736 2462 7674 SH SOLE 0 0 7674 VANGUARD INDEX FDS SMALL CP ETF 922908751 870 3848 SH SOLE 0 0 3848 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 1042 5696 SH SOLE 0 0 5696 VANGUARD INDEX FDS TOTAL STK MKT 922908769 530 2197 SH DFND 0 0 2197 VANGUARD INDEX FDS TOTAL STK MKT 922908769 52831 218817 SH SOLE 0 0 218817 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 577 11668 SH SOLE 0 0 11668 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 712 11612 SH SOLE 0 0 11612 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 318 5797 SH SOLE 0 0 5797 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 274 3372 SH SOLE 0 0 3372 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3168 18447 SH SOLE 0 0 18447 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 287 5629 SH DFND 0 0 5629 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 16890 330791 SH SOLE 0 0 330791