0001682677-23-000003.txt : 20230810 0001682677-23-000003.hdr.sgml : 20230810 20230810150831 ACCESSION NUMBER: 0001682677-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230810 DATE AS OF CHANGE: 20230810 EFFECTIVENESS DATE: 20230810 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Strategic Wealth Partners Group LLC CENTRAL INDEX KEY: 0001682677 IRS NUMBER: 472046833 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17522 FILM NUMBER: 231158874 BUSINESS ADDRESS: STREET 1: 825 3RD AVE 27TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 2246321625 MAIL ADDRESS: STREET 1: 520 LAKE COOK ROAD SUITE 520 CITY: DEERFIELD STATE: IL ZIP: 60015 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001682677 XXXXXXXX 06-30-2023 06-30-2023 Strategic Wealth Partners Group LLC

520 LAKE COOK ROAD SUITE 520 DEERFIELD IL 60015

13F HOLDINGS REPORT 028-17522 N Vishaal Tummala 2246321599 Vishaal Tummala Deerfield IL 08-10-2023 0 62 691263 false INFORMATION TABLE 2 q2202313fsubmission.xml INNOVATOR ETFS TR US EQT PWR BUF 45782C870 3142 101694 SH SOLE 0 0 101694 INNOVATOR ETFS TR US EQTY PWR BUF 45782C540 36647 1101201 SH SOLE 0 0 1101201 INNOVATOR ETFS TR US EQTY PWR BUF 45782C417 5187 168495 SH SOLE 0 0 168495 INNOVATOR ETFS TR US EQTY PWR BUF 45782C508 7621 217080 SH SOLE 0 0 217080 INNOVATOR ETFS TR US EQTY PWR BUF 45782C813 6209 181446 SH SOLE 0 0 181446 INNOVATOR ETFS TR US EQTY PWR BUF 45782C383 2286 67717 SH SOLE 0 0 67717 INNOVATOR ETFS TR US EQTY PWR BUF 45782C318 5343 179001 SH SOLE 0 0 179001 INNOVATOR ETFS TR US EQTY PWR BUF 45782C573 45 1328 SH SOLE 0 0 1328 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3398 22709 SH SOLE 0 0 22709 ISHARES TR GRWT ALLOCAT ETF 464289867 17256 335413 SH SOLE 0 0 335413 ISHARES TR CORE S&P SCP ETF 464287804 30972 310814 SH SOLE 0 0 310814 ISHARES INC ESG AWR MSCI EM 46434G863 36 1152 SH SOLE 0 0 1152 ISHARES TR IBONDS DEC23 ETF 46434VAX8 317 12541 SH SOLE 0 0 12541 ISHARES TR IBONDS DEC24 ETF 46434VBG4 407 16549 SH SOLE 0 0 16549 ISHARES TR IBONDS DEC25 ETF 46434VBD1 30 1254 SH SOLE 0 0 1254 ISHARES TR MORNINGSTR US EQ 464287127 933 15276 SH SOLE 0 0 15276 ISHARES TR MSCI EAFE ETF 464287465 24283 334946 SH SOLE 0 0 334946 ISHARES TR RUS 1000 VAL ETF 464287598 66456 421066 SH SOLE 0 0 421066 ISHARES TR RUS MDCP VAL ETF 464287473 496 4520 SH SOLE 0 0 4520 ISHARES TR RUS 1000 ETF 464287622 6418 26333 SH SOLE 0 0 26333 ISHARES TR RUSSELL 2000 ETF 464287655 11832 63184 SH SOLE 0 0 63184 ISHARES TR RUS 2000 VAL ETF 464287630 8768 62279 SH SOLE 0 0 62279 ISHARES TR CORE S&P500 ETF 464287200 20597 46212 SH SOLE 0 0 46212 ISHARES TR S&P 500 GRWT ETF 464287309 28623 406116 SH SOLE 0 0 406116 ISHARES TR S&P 500 VAL ETF 464287408 72110 447361 SH SOLE 0 0 447361 ISHARES TR S&P MC 400VL ETF 464287705 949 8859 SH SOLE 0 0 8859 ISHARES TR S&P MC 400GR ETF 464287606 341 4548 SH SOLE 0 0 4548 ISHARES TR CORE S&P MCP ETF 464287507 1613 6172 SH SOLE 0 0 6172 ISHARES TR SP SMCP600VL ETF 464287879 5107 53714 SH SOLE 0 0 53714 ISHARES TR IBONDS DEC2026 46435GAA0 27 1190 SH SOLE 0 0 1190 ISHARES TR CORE MSCI TOTAL 46432F834 591 9447 SH SOLE 0 0 9447 ISHARES TR ESG AW MSCI EAFE 46435G516 807 11066 SH SOLE 0 0 11066 ISHARES TR ESG AWARE MSCI 46435U663 335 9459 SH SOLE 0 0 9459 ISHARES TR ESG AWR US AGRGT 46435U549 337 7163 SH SOLE 0 0 7163 ISHARES TR MSCI KLD400 SOC 464288570 3693 43881 SH SOLE 0 0 43881 ISHARES TR MSCI ACWI EX US 464288240 3976 80787 SH SOLE 0 0 80787 ISHARES TR RUS 1000 GRW ETF 464287614 132120 480124 SH SOLE 0 0 480124 ISHARES TR RUS 2000 GRW ETF 464287648 9915 40859 SH SOLE 0 0 40859 ISHARES TR RUS MD CP GR ETF 464287481 7765 80358 SH SOLE 0 0 80358 ISHARES TR RUS MID CAP ETF 464287499 822 11267 SH SOLE 0 0 11267 ISHARES TR S&P SML 600 GWT 464287887 1688 14688 SH SOLE 0 0 14688 ISHARES TR RUSEL 2500 ETF 46435G268 9155 159313 SH SOLE 0 0 159313 ISHARES TR CORE MSCI EAFE 46432F842 1809 26802 SH SOLE 0 0 26802 ISHARES TR MSCI EMG MKT ETF 464287234 999 25272 SH SOLE 0 0 25272 S&P GLOBAL INC COM 78409V104 1378 3437 SH SOLE 0 0 3437 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 290 4325 SH SOLE 0 0 4325 SPDR DOW JONES INDL AVERAGE UT SER 1 UT SER 1 78467X109 319 930 SH SOLE 0 0 930 SPDR S&P 500 ETF TR TR UNIT 78462F103 49172 110928 SH SOLE 0 0 110928 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 849 5709 SH SOLE 0 0 5709 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 15363 332691 SH SOLE 0 0 332691 VANGUARD INDEX FDS GROWTH ETF 922908736 2263 7999 SH SOLE 0 0 7999 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8733 21444 SH SOLE 0 0 21444 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US ALLWRLD EX US 922042775 783 14390 SH SOLE 0 0 14390 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF FTSE EMR MKT ETF 922042858 642 15805 SH SOLE 0 0 15805 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 469 3389 SH SOLE 0 0 3389 VANGUARD INDEX FDS MID CAP ETF 922908629 494 2248 SH SOLE 0 0 2248 VANGUARD INDEX FDS SMALL CP ETF 922908751 743 3739 SH SOLE 0 0 3739 VANGUARD SPECIALIZED FUNDS DIV APP ETF DIV APP ETF 921908844 3252 20023 SH SOLE 0 0 20023 VANGUARD INDEX FDS TOTAL STK MKT 922908769 54943 249424 SH SOLE 0 0 249424 VANGUARD INDEX FDS VALUE ETF 922908744 1753 12341 SH SOLE 0 0 12341 ISHARES TR CORE US AGGBD ET 464287226 151 1547 SH SOLE 0 0 1547 INNOVATOR ETFS TR US EQTY PWR BUF 45782C748 8205 259083 SH SOLE 0 0 259083