0001658535-18-000003.txt : 20180425
0001658535-18-000003.hdr.sgml : 20180425
20180425131441
ACCESSION NUMBER: 0001658535-18-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180425
DATE AS OF CHANGE: 20180425
EFFECTIVENESS DATE: 20180425
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Orgel Wealth Management, LLC
CENTRAL INDEX KEY: 0001658535
IRS NUMBER: 462793932
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17407
FILM NUMBER: 18773640
BUSINESS ADDRESS:
STREET 1: 2420 RIVERS EDGE DRIVE
CITY: ALTOONA
STATE: WI
ZIP: 54720
BUSINESS PHONE: 715-835-6525
MAIL ADDRESS:
STREET 1: 2420 RIVERS EDGE DRIVE
CITY: ALTOONA
STATE: WI
ZIP: 54720
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001658535
XXXXXXXX
03-31-2018
03-31-2018
Orgel Wealth Management, LLC
2420 RIVERS EDGE DRIVE
ALTOONA
WI
54720
13F HOLDINGS REPORT
028-17407
N
Benjamin J. Kanz
Managing Director
715.835.6525
Benjamin J. Kanz
Altoona
WI
04-25-2018
0
40
404048
false
INFORMATION TABLE
2
2018_Q1_13F_XML.xml
SPDR SER TR
BLOMBERG BRC INV
78468R200
208362
6780401
SH
SOLE
6662480
0
117921
ISHARES INC
CORE MSCI EMKT
46434G103
115657
1980426
SH
SOLE
1947854
0
32561
GLOBAL X FDS
GLB X MLP ENRG I
37950E226
45330
3851312
SH
SOLE
3780925
0
70362
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
4813
76299
SH
SOLE
76299
0
0
ISHARES TR
CORE S&P500 ETF
464287200
4505
16975
SH
SOLE
16363
0
612
ISHARES TR
EDGE MSCI USA VL
46432F388
2703
32950
SH
SOLE
31007
0
1943
ISHARES TR
SHRT NAT MUN ETF
464288158
1710
16300
SH
SOLE
16300
0
0
ISHARES TR
USA QUALITY FCTR
46432F339
1652
19969
SH
SOLE
18634
0
1335
WISDOMTREE TR
US MIDCP EARNING
97717W570
1525
39414
SH
SOLE
36732
0
2682
SPDR GOLD TRUST
GOLD SHS
78463V107
1480
11764
SH
SOLE
11764
0
0
ISHARES TR
MULTIFACTOR INTL
46434V274
1359
47047
SH
SOLE
43984
0
3063
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
1350
40060
SH
SOLE
37451
0
2609
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
1154
40200
SH
SOLE
37630
0
2570
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
1080
8331
SH
SOLE
7777
0
554
VANGUARD ADMIRAL FDS
INC SMLLCP 600 IDX
921932828
1078
7691
SH
SOLE
7181
0
510
ISHARES TR
NATIONAL MUN ETF
464288414
1066
9787
SH
SOLE
9787
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
770
2254
SH
SOLE
2254
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
742
5232
SH
SOLE
5232
0
0
ISHARES TR
CORE 1 5 YR USD
46432F859
646
13088
SH
SOLE
9482
0
3606
MICROSOFT CORP
COM
594918104
628
6879
SH
SOLE
6879
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
620
2562
SH
SOLE
1812
0
750
ISHARES TR
CORE US AGGBD ET
464287226
522
4870
SH
SOLE
3510
0
1360
ISHARES TR
CORE S&P SCP ETF
464287804
471
6117
SH
SOLE
6117
0
0
SSGA ACTIVE ETF TR
BLKSTN GSOSRLN
78467V608
466
9826
SH
SOLE
7583
0
2243
APPLE INC
COM
037833100
411
2450
SH
SOLE
2450
0
0
VANGUARD GROUP
DIV APP ETF
921908844
371
3676
SH
SOLE
3676
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
349
2908
SH
SOLE
2908
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
314
2305
SH
SOLE
2305
0
0
ROYAL BK CDA MONTREAL QUE
COM
780087102
309
4000
SH
SOLE
4000
0
0
JOHNSON & JOHNSON
COM
478160104
284
2219
SH
SOLE
2219
0
0
VANECK VECTORS ETF TR
SHORT HIGH YIELD
92189F387
271
11190
SH
SOLE
11190
0
0
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
252
3053
SH
SOLE
3053
0
0
FIRSTSERVICE CORP NEW
SUB VTG SH
33767E103
241
3290
SH
SOLE
3290
0
0
FLEXSHARES TR
INTL QLTDV DEF
33939L811
237
9385
SH
SOLE
9385
0
0
ISHARES TR
MSCI EAFE ETF
464287465
236
3394
SH
SOLE
3394
0
0
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
233
5267
SH
SOLE
5267
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
228
866
SH
SOLE
866
0
0
PEPSICO INC
COM
713448108
221
2021
SH
SOLE
2021
0
0
FACEBOOK INC
CL A
30303M102
201
1260
SH
SOLE
1260
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
201
1324
SH
SOLE
1324
0
0