0001172661-23-003484.txt : 20231024 0001172661-23-003484.hdr.sgml : 20231024 20231024160954 ACCESSION NUMBER: 0001172661-23-003484 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231024 DATE AS OF CHANGE: 20231024 EFFECTIVENESS DATE: 20231024 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ShoreHaven Wealth Partners, LLC CENTRAL INDEX KEY: 0001844922 IRS NUMBER: 852013503 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20652 FILM NUMBER: 231342808 BUSINESS ADDRESS: STREET 1: 188 EAST BERGEN PLACE STREET 2: SUITE 202 CITY: RED BANK STATE: NJ ZIP: 07701 BUSINESS PHONE: 732-447-9301 MAIL ADDRESS: STREET 1: 188 EAST BERGEN PLACE STREET 2: SUITE 202 CITY: RED BANK STATE: NJ ZIP: 07701 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001844922 XXXXXXXX 09-30-2023 09-30-2023 false ShoreHaven Wealth Partners, LLC

188 East Bergen Place Suite 202 Red Bank NJ 07701

13F HOLDINGS REPORT 028-20652 000308026 801-119024 N Sheryl Iannuzzelli 732-447-9303 /s/ Sheryl Iannuzzelli Red Bank NJ 10-24-2023 0 73 145369570 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 626131 4785 SH SOLE 0 0 4785 ALPHABET INC CAP STK CL C 02079K107 332789 2524 SH SOLE 0 0 2524 AMAZON COM INC COM 023135106 403479 3174 SH SOLE 0 0 3174 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 11229177 213158 SH SOLE 0 0 213158 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 2801301 53065 SH SOLE 0 0 53065 ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 188100 10000 SH SOLE 0 0 10000 APPLE INC COM 037833100 4377227 25566 SH SOLE 0 0 25566 AT&T INC COM 00206R102 272697 18156 SH SOLE 0 0 18156 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 918837 2623 SH SOLE 0 0 2623 BNY MELLON ETF TRUST HIGH YIELD BETA 09661T800 4790968 105296 SH SOLE 0 0 105296 CHEVRON CORP NEW COM 166764100 368904 2188 SH SOLE 0 0 2188 CONSOLIDATED EDISON INC COM 209115104 252255 2949 SH SOLE 0 0 2949 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 1008817 22383 SH SOLE 0 0 22383 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 313862 6421 SH SOLE 0 0 6421 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 456711 10860 SH SOLE 0 0 10860 FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 35473P868 3065416 133569 SH SOLE 0 0 133569 ISHARES INC CORE MSCI EMKT 46434G103 524095 11013 SH SOLE 0 0 11013 ISHARES TR INTL DIV GRWTH 46435G524 1709352 28821 SH SOLE 0 0 28821 ISHARES TR TRS FLT RT BD 46434V860 258165 5088 SH SOLE 0 0 5088 ISHARES TR US HLTHCARE ETF 464287762 740266 2741 SH SOLE 0 0 2741 ISHARES TR U.S. ENERGY ETF 464287796 238226 5023 SH SOLE 0 0 5023 ISHARES TR MSCI INTL VLU FT 46435G409 3948755 155708 SH SOLE 0 0 155708 ISHARES TR U S EQUITY FACTR 46434V282 17425378 402248 SH SOLE 0 0 402248 ISHARES TR MSCI EMG MKT ETF 464287234 716268 18874 SH SOLE 0 0 18874 ISHARES TR MSCI USA MIN VOL 46429B697 2956703 40850 SH SOLE 0 0 40850 ISHARES TR CORE S&P TTL STK 464287150 1515828 16093 SH SOLE 0 0 16093 ISHARES TR CORE S&P MCP ETF 464287507 1385427 5556 SH SOLE 0 0 5556 ISHARES TR IBOXX INV CP ETF 464287242 4565338 44749 SH SOLE 0 0 44749 ISHARES TR RUS 1000 ETF 464287622 647657 2757 SH SOLE 0 0 2757 ISHARES TR USD INV GRDE ETF 464288620 808057 16810 SH SOLE 0 0 16810 ISHARES TR GNMA BOND ETF 46429B333 637730 15264 SH SOLE 0 0 15264 ISHARES TR RUS TOP 200 ETF 464289446 4518820 43715 SH SOLE 0 0 43715 ISHARES TR RUS 1000 VAL ETF 464287598 287000 1890 SH SOLE 0 0 1890 ISHARES TR S&P 500 GRWT ETF 464287309 17270132 252414 SH SOLE 0 0 252414 ISHARES TR 10-20 YR TRS ETF 464288653 991593 10070 SH SOLE 0 0 10070 ISHARES TR CORE MSCI EAFE 46432F842 588395 9144 SH SOLE 0 0 9144 ISHARES TR CORE TOTAL USD 46434V613 553432 12660 SH SOLE 0 0 12660 ISHARES TR 20 YR TR BD ETF 464287432 5798573 65380 SH SOLE 0 0 65380 ISHARES TR JPMORGAN USD EMG 464288281 600082 7272 SH SOLE 0 0 7272 ISHARES TR S&P SML 600 GWT 464287887 284181 2591 SH SOLE 0 0 2591 ISHARES TR S&P 500 VAL ETF 464287408 289430 1881 SH SOLE 0 0 1881 ISHARES TR MBS ETF 464288588 2935174 33054 SH SOLE 0 0 33054 ISHARES TR CORE DIV GRWTH 46434V621 1357648 27411 SH SOLE 0 0 27411 ISHARES TR GLOB HLTHCRE ETF 464287325 951621 11546 SH SOLE 0 0 11546 ISHARES TR EUROPE ETF 464287861 1723053 36100 SH SOLE 0 0 36100 ISHARES TR US INFRASTRUC 46435U713 883676 24151 SH SOLE 0 0 24151 ISHARES TR A RATE CP BD ETF 46429B291 2501083 55481 SH SOLE 0 0 55481 ISHARES TR EAFE VALUE ETF 464288877 5441181 111203 SH SOLE 0 0 111203 ISHARES TR SHRT NAT MUN ETF 464288158 717243 6973 SH SOLE 0 0 6973 ISHARES TR U.S. TECH ETF 464287721 1623508 15474 SH SOLE 0 0 15474 ISHARES TR S&P 100 ETF 464287101 452443 2255 SH SOLE 0 0 2255 ISHARES TR MSCI USA QLT FCT 46432F339 2911124 22089 SH SOLE 0 0 22089 ISHARES TR EAFE GRWTH ETF 464288885 3576846 41447 SH SOLE 0 0 41447 JPMORGAN CHASE & CO COM 46625H100 213791 1474 SH SOLE 0 0 1474 META PLATFORMS INC CL A 30303M102 221153 737 SH SOLE 0 0 737 MICROSOFT CORP COM 594918104 810871 2568 SH SOLE 0 0 2568 PHILIP MORRIS INTL INC COM 718172109 221867 2396 SH SOLE 0 0 2396 PIMCO ETF TR INV GRD CRP BD 72201R817 1736383 19056 SH SOLE 0 0 19056 RESMED INC COM 761152107 205925 1393 SH SOLE 0 0 1393 REWALK ROBOTICS LTD SHS M8216Q200 14440 19000 SH SOLE 0 0 19000 ROBLOX CORP CL A 771049103 210887 7282 SH SOLE 0 0 7282 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1906172 56782 SH SOLE 0 0 56782 SPDR SER TR NUVEEN BLOOMBERG 78464A284 226862 9524 SH SOLE 0 0 9524 SPDR SER TR PORTFOLIO CRPORT 78464A144 1788094 64833 SH SOLE 0 0 64833 SPDR SER TR SPDR S&P1500VL 78464A128 934086 6461 SH SOLE 0 0 6461 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1119143 23267 SH SOLE 0 0 23267 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 302728 2930 SH SOLE 0 0 2930 VERIZON COMMUNICATIONS INC COM 92343V104 521737 16098 SH SOLE 0 0 16098 VISA INC COM CL A 92826C839 204918 891 SH SOLE 0 0 891 WISDOMTREE TR GLB US QTLY DIV 97717W844 6275944 187622 SH SOLE 0 0 187622 WISDOMTREE TR US HIGH DIVIDEND 97717W208 1438374 18427 SH SOLE 0 0 18427 WISDOMTREE TR US LARGECAP DIVD 97717W307 1016452 16530 SH SOLE 0 0 16530 WORLD GOLD TR SPDR GLD MINIS 98149E303 259589 7081 SH SOLE 0 0 7081