0001221073-21-000112.txt : 20211109 0001221073-21-000112.hdr.sgml : 20211109 20211108203537 ACCESSION NUMBER: 0001221073-21-000112 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211109 DATE AS OF CHANGE: 20211108 EFFECTIVENESS DATE: 20211109 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: 211389505 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 09-30-2021 09-30-2021 false Strategic Family Wealth Counselors, L.L.C.
100 PASSAIC AVENUE FAIRFIELD NJ 07004
13F HOLDINGS REPORT 028-18970 N
Mark Bracci CHIEF COMPLIANCE OFFICER 973-575-3444 /s/Mark Bracci Fairfield NJ 11-04-2021 0 98 292349
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 232 1321 SH SOLE 0 0 1321 ABBVIE INC COM 00287Y109 298 2758 SH SOLE 0 0 2758 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 231 1561 SH SOLE 0 0 1561 AMAZON COM INC COM 023135106 624 190 SH SOLE 0 0 190 AMGEN INC COM 031162100 276 1298 SH SOLE 0 0 1298 APPLE INC COM 037833100 4286 30293 SH SOLE 0 0 30293 ARK ETF TR INNOVATION ETF 00214Q104 33324 301491 SH SOLE 0 0 301491 AT&T INC COM 00206R102 472 17475 SH SOLE 0 0 17475 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 678 2483 SH SOLE 0 0 2483 BK OF AMERICA CORP COM 060505104 221 5218 SH SOLE 0 0 5218 BLACKSTONE MTG TR INC COM CL A 09257W100 231 7632 SH SOLE 0 0 7632 BOEING CO COM 097023105 231 1051 SH SOLE 0 0 1051 CHARTER COMMUNICATIONS INC N CL A 16119P108 204 281 SH SOLE 0 0 281 CISCO SYS INC COM 17275R102 204 3745 SH SOLE 0 0 3745 CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103 91 12263 SH SOLE 0 0 12263 COLGATE PALMOLIVE CO COM 194162103 413 5463 SH SOLE 0 0 5463 DISNEY WALT CO COM 254687106 1335 7893 SH SOLE 0 0 7893 ETF SER SOLUTIONS DEFIANCE NEXT 26922A289 239 6583 SH SOLE 0 0 6583 EXXON MOBIL CORP COM 30231G102 203 3451 SH SOLE 0 0 3451 FIRST TR VALUE LINE DIVID IN SHS 33734H106 4446 113406 SH SOLE 0 0 113406 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 857 9958 SH SOLE 0 0 9958 HERSHEY CO COM 427866108 258 1522 SH SOLE 0 0 1522 INTERNATIONAL BUSINESS MACHS COM 459200101 228 1640 SH SOLE 0 0 1640 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 5580 91708 SH SOLE 0 0 91708 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 15824 750306 SH SOLE 0 0 750306 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 9556 443868 SH SOLE 0 0 443868 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 3677 169687 SH SOLE 0 0 169687 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 1033 46730 SH SOLE 0 0 46730 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 239 10772 SH SOLE 0 0 10772 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 237 3197 SH SOLE 0 0 3197 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 4212 28117 SH SOLE 0 0 28117 ISHARES TR AGGRES ALLOC ETF 464289859 267 3831 SH SOLE 0 0 3831 ISHARES TR CORE HIGH DV ETF 46429B663 2426 25737 SH SOLE 0 0 25737 ISHARES TR GRWT ALLOCAT ETF 464289867 2803 50524 SH SOLE 0 0 50524 ISHARES TR IBOXX HI YD ETF 464288513 496 5673 SH SOLE 0 0 5673 ISHARES TR ISHARES BIOTECH 464287556 357 2207 SH SOLE 0 0 2207 ISHARES TR MSCI ACWI ETF 464288257 961 9620 SH SOLE 0 0 9620 ISHARES TR MSCI USA MIN VOL 46429B697 2204 29990 SH SOLE 0 0 29990 ISHARES TR RUS 1000 GRW ETF 464287614 3989 14558 SH SOLE 0 0 14558 ISHARES TR RUS MID CAP ETF 464287499 641 8189 SH SOLE 0 0 8189 ISHARES TR RUSSELL 3000 ETF 464287689 681 2674 SH SOLE 0 0 2674 ISHARES TR S&P 500 VAL ETF 464287408 479 3295 SH SOLE 0 0 3295 ISHARES TR SELECT DIVID ETF 464287168 342 2983 SH SOLE 0 0 2983 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 2884 56867 SH SOLE 0 0 56867 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 6510 129742 SH SOLE 0 0 129742 JOHNSON & JOHNSON COM 478160104 444 2747 SH SOLE 0 0 2747 JPMORGAN CHASE & CO COM 46625H100 426 2600 SH SOLE 0 0 2600 MARATHON OIL CORP COM 565849106 141 10326 SH SOLE 0 0 10326 MARATHON PETE CORP COM 56585A102 638 10326 SH SOLE 0 0 10326 MICROSOFT CORP COM 594918104 2125 7536 SH SOLE 0 0 7536 PAYCHEX INC COM 704326107 225 2000 SH SOLE 0 0 2000 PFIZER INC COM 717081103 7543 175367 SH SOLE 0 0 175367 PNC FINL SVCS GROUP INC COM 693475105 1629 8325 SH SOLE 0 0 8325 ROBLOX CORP CL A 771049103 68748 909967 SH SOLE 0 0 909967 ROBLOX CORP CL A 771049103 0 225000 SH Put SOLE 0 0 225000 SCHWAB CHARLES CORP COM 808513105 215 2950 SH SOLE 0 0 2950 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1018 26307 SH SOLE 0 0 26307 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4912 47290 SH SOLE 0 0 47290 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 6996 94236 SH SOLE 0 0 94236 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 8704 58772 SH SOLE 0 0 58772 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 382 5654 SH SOLE 0 0 5654 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 7765 74640 SH SOLE 0 0 74640 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 7456 97256 SH SOLE 0 0 97256 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 7702 76942 SH SOLE 0 0 76942 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 267 7122 SH SOLE 0 0 7122 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 359 2000 SH SOLE 0 0 2000 SIRIUS XM HOLDINGS INC COM 82968B103 113 18482 SH SOLE 0 0 18482 SPDR S&P 500 ETF TR TR UNIT 78462F103 5163 12030 SH SOLE 0 0 12030 SPDR S&P 500 ETF TR TR UNIT 78462F103 215 500 SH Put SOLE 0 0 500 SPDR SER TR NUVEEN BLMBRG SR 78468R739 1356 27445 SH SOLE 0 0 27445 SPDR SER TR S&P DIVID ETF 78464A763 4528 38523 SH SOLE 0 0 38523 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 615 12724 SH SOLE 0 0 12724 SYSCO CORP COM 871829107 242 3077 SH SOLE 0 0 3077 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 234 2100 SH SOLE 0 0 2100 TARGET CORP COM 87612E106 458 2000 SH SOLE 0 0 2000 TESLA INC COM 88160R101 403 520 SH SOLE 0 0 520 TEXAS INSTRS INC COM 882508104 288 1500 SH SOLE 0 0 1500 TWILIO INC CL A 90138F102 8690 27238 SH SOLE 0 0 27238 TYME TECHNOLOGIES INC COM 90238J103 15 15000 SH SOLE 0 0 15000 UBER TECHNOLOGIES INC COM 90353T100 5555 124005 SH SOLE 0 0 124005 UNION PAC CORP COM 907818108 423 2160 SH SOLE 0 0 2160 UNITEDHEALTH GROUP INC COM 91324P102 396 1013 SH SOLE 0 0 1013 UPSTART HLDGS INC COM 91680M107 2529 7992 SH SOLE 0 0 7992 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 283 1550 SH SOLE 0 0 1550 VANGUARD INDEX FDS GROWTH ETF 922908736 609 2099 SH SOLE 0 0 2099 VANGUARD INDEX FDS MID CAP ETF 922908629 1342 5667 SH SOLE 0 0 5667 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 434 1100 SH SOLE 0 0 1100 VANGUARD INDEX FDS SMALL CP ETF 922908751 1432 6550 SH SOLE 0 0 6550 VANGUARD INDEX FDS VALUE ETF 922908744 996 7354 SH SOLE 0 0 7354 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1122 11021 SH SOLE 0 0 11021 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 249 4930 SH SOLE 0 0 4930 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5132 49653 SH SOLE 0 0 49653 VERIZON COMMUNICATIONS INC COM 92343V104 751 13911 SH SOLE 0 0 13911 VIATRIS INC COM 92556V106 290 21413 SH SOLE 0 0 21413 VISA INC COM CL A 92826C839 935 4197 SH SOLE 0 0 4197 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 307 7100 SH SOLE 0 0 7100 WISDOMTREE TR US LARGECAP DIVD 97717W307 4349 36461 SH SOLE 0 0 36461 WISDOMTREE TR US QTLY DIV GRT 97717X669 220 3735 SH SOLE 0 0 3735