0001221073-21-000079.txt : 20210729 0001221073-21-000079.hdr.sgml : 20210729 20210729161030 ACCESSION NUMBER: 0001221073-21-000079 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210729 DATE AS OF CHANGE: 20210729 EFFECTIVENESS DATE: 20210729 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Strategic Family Wealth Counselors, L.L.C. CENTRAL INDEX KEY: 0001729755 IRS NUMBER: 223753759 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18970 FILM NUMBER: 211127499 BUSINESS ADDRESS: STREET 1: 100 PASSAIC AVENUE CITY: FAIRFIELD STATE: NJ ZIP: 07004 BUSINESS PHONE: 9735753444 MAIL ADDRESS: STREET 1: 100 PASSAIC AVENUE CITY: FAIRFIELD STATE: NJ ZIP: 07004 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001729755 XXXXXXXX 06-30-2021 06-30-2021 false Strategic Family Wealth Counselors, L.L.C.

100 PASSAIC AVENUE FAIRFIELD NJ 07004

13F HOLDINGS REPORT 028-18970 N Mark Bracci 973-575-3444 /s/Mark Bracci Fairfield NJ 07-23-2021 0 85 305761 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 262 1321 SH SOLE 0 0 1321 AMAZON COM INC COM 023135106 647 188 SH SOLE 0 0 188 AMGEN INC COM 031162100 219 898 SH SOLE 0 0 898 APPLE INC COM 037833100 3943 28789 SH SOLE 0 0 28789 ARK ETF TR GENOMIC REV ETF 00214Q302 320 3464 SH SOLE 0 0 3464 ARK ETF TR INNOVATION ETF 00214Q104 37988 290474 SH SOLE 0 0 290474 AT&T INC COM 00206R102 502 17444 SH SOLE 0 0 17444 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 690 2483 SH SOLE 0 0 2483 BLACKSTONE MTG TR INC COM CL A 09257W100 239 7484 SH SOLE 0 0 7484 BOEING CO COM 097023105 252 1051 SH SOLE 0 0 1051 CHARTER COMMUNICATIONS INC N CL A 16119P108 203 281 SH SOLE 0 0 281 COLGATE PALMOLIVE CO COM 194162103 442 5437 SH SOLE 0 0 5437 DISNEY WALT CO COM 254687106 1376 7828 SH SOLE 0 0 7828 EXXON MOBIL CORP COM 30231G102 218 3451 SH SOLE 0 0 3451 FIRST TR VALUE LINE DIVID IN SHS 33734H106 3698 92990 SH SOLE 0 0 92990 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 813 9453 SH SOLE 0 0 9453 HERSHEY CO COM 427866108 264 1517 SH SOLE 0 0 1517 INTERNATIONAL BUSINESS MACHS COM 459200101 279 1902 SH SOLE 0 0 1902 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 5597 91891 SH SOLE 0 0 91891 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 15365 728187 SH SOLE 0 0 728187 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 8884 411486 SH SOLE 0 0 411486 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 3387 155876 SH SOLE 0 0 155876 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 1037 46730 SH SOLE 0 0 46730 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 240 10772 SH SOLE 0 0 10772 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 238 3197 SH SOLE 0 0 3197 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 4114 27291 SH SOLE 0 0 27291 ISHARES TR AGGRES ALLOC ETF 464289859 271 3831 SH SOLE 0 0 3831 ISHARES TR CORE HIGH DV ETF 46429B663 2489 25781 SH SOLE 0 0 25781 ISHARES TR GRWT ALLOCAT ETF 464289867 2854 50970 SH SOLE 0 0 50970 ISHARES TR IBOXX HI YD ETF 464288513 499 5673 SH SOLE 0 0 5673 ISHARES TR ISHARES BIOTECH 464287556 238 1457 SH SOLE 0 0 1457 ISHARES TR MSCI ACWI ETF 464288257 974 9621 SH SOLE 0 0 9621 ISHARES TR MSCI USA MIN VOL 46429B697 2273 30874 SH SOLE 0 0 30874 ISHARES TR RUS 1000 GRW ETF 464287614 3347 12330 SH SOLE 0 0 12330 ISHARES TR RUS MID CAP ETF 464287499 649 8189 SH SOLE 0 0 8189 ISHARES TR RUSSELL 3000 ETF 464287689 684 2674 SH SOLE 0 0 2674 ISHARES TR S&P 500 VAL ETF 464287408 486 3295 SH SOLE 0 0 3295 ISHARES TR SELECT DIVID ETF 464287168 348 2983 SH SOLE 0 0 2983 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 2536 49986 SH SOLE 0 0 49986 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 6257 124599 SH SOLE 0 0 124599 JOHNSON & JOHNSON COM 478160104 369 2243 SH SOLE 0 0 2243 JPMORGAN CHASE & CO COM 46625H100 249 1600 SH SOLE 0 0 1600 MARATHON OIL CORP COM 565849106 141 10326 SH SOLE 0 0 10326 MARATHON PETE CORP COM 56585A102 624 10326 SH SOLE 0 0 10326 MICROSOFT CORP COM 594918104 1635 6036 SH SOLE 0 0 6036 PFIZER INC COM 717081103 6769 172867 SH SOLE 0 0 172867 PNC FINL SVCS GROUP INC COM 693475105 1934 10137 SH SOLE 0 0 10137 ROBLOX CORP CL A 771049103 81879 909967 SH SOLE 0 0 909967 ROBLOX CORP CL A 771049103 0 450000 SH Put SOLE 0 0 450000 SCHWAB CHARLES CORP COM 808513105 215 2950 SH SOLE 0 0 2950 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1100 27887 SH SOLE 0 0 27887 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4929 47275 SH SOLE 0 0 47275 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 6648 87917 SH SOLE 0 0 87917 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 8575 58750 SH SOLE 0 0 58750 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 387 5654 SH SOLE 0 0 5654 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 7260 69830 SH SOLE 0 0 69830 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 7043 89988 SH SOLE 0 0 89988 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 7381 70845 SH SOLE 0 0 70845 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 270 7364 SH SOLE 0 0 7364 SIRIUS XM HOLDINGS INC COM 82968B103 121 18482 SH SOLE 0 0 18482 SPDR S&P 500 ETF TR TR UNIT 78462F103 4185 9776 SH SOLE 0 0 9776 SPDR SER TR NUVEEN BLMBRG SR 78468R739 1358 27395 SH SOLE 0 0 27395 SPDR SER TR S&P DIVID ETF 78464A763 4381 35826 SH SOLE 0 0 35826 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 618 12768 SH SOLE 0 0 12768 SYSCO CORP COM 871829107 239 3077 SH SOLE 0 0 3077 TESLA INC COM 88160R101 377 554 SH SOLE 0 0 554 TWILIO INC CL A 90138F102 10385 26346 SH SOLE 0 0 26346 TYME TECHNOLOGIES INC COM 90238J103 19 15000 SH SOLE 0 0 15000 UBER TECHNOLOGIES INC COM 90353T100 12427 247953 SH SOLE 0 0 247953 UNION PAC CORP COM 907818108 475 2160 SH SOLE 0 0 2160 UNITEDHEALTH GROUP INC COM 91324P102 405 1010 SH SOLE 0 0 1010 UPSTART HLDGS INC COM 91680M107 998 7992 SH SOLE 0 0 7992 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 295 1562 SH SOLE 0 0 1562 VANGUARD INDEX FDS GROWTH ETF 922908736 602 2098 SH SOLE 0 0 2098 VANGUARD INDEX FDS MID CAP ETF 922908629 1262 5317 SH SOLE 0 0 5317 VANGUARD INDEX FDS SMALL CP ETF 922908751 1449 6432 SH SOLE 0 0 6432 VANGUARD INDEX FDS VALUE ETF 922908744 940 6841 SH SOLE 0 0 6841 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1134 10942 SH SOLE 0 0 10942 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 254 4930 SH SOLE 0 0 4930 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 4840 46193 SH SOLE 0 0 46193 VERIZON COMMUNICATIONS INC COM 92343V104 778 13878 SH SOLE 0 0 13878 VIATRIS INC COM 92556V106 306 21446 SH SOLE 0 0 21446 VISA INC COM CL A 92826C839 980 4191 SH SOLE 0 0 4191 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 317 7182 SH SOLE 0 0 7182 WISDOMTREE TR US LARGECAP DIVD 97717W307 4086 33957 SH SOLE 0 0 33957