LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC. - Investor Detail

Filer Name:	LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC.
CIK:	1710666
Period:	2024-12-31
Filed At:	2025-03-14
Number of Holdings:	17
Portfolio Value:	$0.20B

Ticker	Exchange	Security	Shares	Value	% of Portfolio	Position Change	Put/Call
SPYG	US	SPDR PORTFOLIO S&P 500 GROWT	524,479	$46M	23.59%	-1.8%	-
SPTI	US	SPDR PORT INT TREASURY TERM	832,963	$23M	11.88%	0.6%	-
SPYV	US	SPDR PORT S&P 500 VALUE	432,255	$22M	11.31%	-0.3%	-
SPSM	US	SPDR PORTFOLIO S&P 600 SMALL	377,425	$17M	8.67%	0.2%	-
SPDW	US	SPDR PORTFOLIO DEVELOPED WOR	479,953	$16M	8.38%	2.3%	-
SPMB	US	SPDR PORTFOLIO MORTGAGE BACK	747,164	$16M	8.24%	1.0%	-
SPIB	US	SPDR PORT INT CORP BOND ETF	293,655	$10M	4.92%	0.9%	-
XLK	US	TECHNOLOGY SELECT SECT SPDR	39,075	$9M	4.65%	-1.5%	-
SPMD	US	SPDR PORTFOLIO S&P 400 MID C	108,945	$6M	3.05%	-1.1%	-
XLC	US	COMM SERV SELECT SECTOR SPDR	53,976	$5M	2.67%	-1.8%	-
XLF	US	FINANCIAL SELECT SECTOR SPDR	105,352	$5M	2.61%	-1.3%	-
XLI	US	INDUSTRIAL SELECT SECT SPDR	36,730	$5M	2.48%	-1.1%	-
SPEM	US	SPDR PORTFOLIO EMERGING MARK	125,412	$5M	2.46%	-0.6%	-
PFFD	US	GLOBAL X US PREFERRED ETF	199,765	$4M	1.99%	-0.5%	-
XLV	US	HEALTH CARE SELECT SECTOR	25,148	$3M	1.77%	1.9%	-
AAPL	US	APPLE INC	8,277	$2M	1.06%	-0.2%	-
BRK/B	US	BERKSHIRE HATHAWAY INC-CL B	1,132	$1M	0.26%	-	-