0001085146-17-002257.txt : 20171109 0001085146-17-002257.hdr.sgml : 20171109 20171109151114 ACCESSION NUMBER: 0001085146-17-002257 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171109 DATE AS OF CHANGE: 20171109 EFFECTIVENESS DATE: 20171109 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bridgeworth, LLC CENTRAL INDEX KEY: 0001691804 IRS NUMBER: 263162378 STATE OF INCORPORATION: AL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17946 FILM NUMBER: 171190406 BUSINESS ADDRESS: STREET 1: 3800 COLONNADE PARKWAY, SUITE 300 CITY: BIRMINGHAM STATE: AL ZIP: 35243 BUSINESS PHONE: 205-208-8700 MAIL ADDRESS: STREET 1: 3800 COLONNADE PARKWAY, SUITE 300 CITY: BIRMINGHAM STATE: AL ZIP: 35243 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001691804 XXXXXXXX 09-30-2017 09-30-2017 false Bridgeworth, LLC
3800 Colonnade Parkway, Suite 300 Birmingham AL 35243
13F HOLDINGS REPORT 028-17946 N
Donna Byrne Chief Compliance Officer 205-208-8700 /s/ Donna Byrne Birmingham AL 11-09-2017 0 61 71130
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 648 4181 SH SOLE 0 0 4181 AT&T INC COM 00206R102 293 7501 SH SOLE 0 0 7501 BOEING CO COM 097023105 289 1120 SH SOLE 0 0 1120 CLAYMORE EXCHANGE TRD FD TR GUG BUL 2019 HY 18383M373 472 19112 SH SOLE 0 0 19112 CLAYMORE EXCHANGE TRD FD TR GUG BUL 2020 HY 18383M365 494 19783 SH SOLE 0 0 19783 CLAYMORE EXCHANGE TRD FD TR GUG MIDCAP CORE 18383M720 764 12105 SH SOLE 0 0 12105 COCA COLA CO COM 191216100 241 5335 SH SOLE 0 0 5335 DUKE ENERGY CORP NEW COM NEW 26441C204 290 3446 SH SOLE 0 0 3446 ENERGEN CORP COM 29265N108 6207 113509 SH SOLE 0 0 113509 ENVIVA PARTNERS LP COM UNIT 29414J107 236 8000 SH SOLE 0 0 8000 FIRST TR EXCHANGE TRADED FD DORSEY WRT 5 ETF 33738R605 239 8960 SH SOLE 0 0 8960 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 225 4323 SH SOLE 0 0 4323 GENERAL ELECTRIC CO COM 369604103 260 10777 SH SOLE 0 0 10777 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 1730 34307 SH SOLE 0 0 34307 HASBRO INC COM 418056107 253 2591 SH SOLE 0 0 2591 ISHARES TR 0-5 YR TIPS ETF 46429B747 757 7546 SH SOLE 0 0 7546 ISHARES TR CORE DIV GRWTH 46434V621 781 23901 SH SOLE 0 0 23901 ISHARES TR CORE S&P500 ETF 464287200 681 2688 SH SOLE 0 0 2688 ISHARES TR GLOBAL ENERG ETF 464287341 5466 162098 SH SOLE 0 0 162098 ISHARES TR IBOXX HI YD ETF 464288513 220 2481 SH SOLE 0 0 2481 ISHARES TR MIN VOL EAFE ETF 46429B689 536 7538 SH SOLE 0 0 7538 ISHARES TR MIN VOL USA ETF 46429B697 1175 23226 SH SOLE 0 0 23226 ISHARES TR MRNGSTR LG-CP ET 464287127 224 1464 SH SOLE 0 0 1464 ISHARES TR MSCI EAFE ETF 464287465 636 9282 SH SOLE 0 0 9282 JOHNSON & JOHNSON COM 478160104 295 2259 SH SOLE 0 0 2259 MAIN STREET CAPITAL CORP COM 56035L104 239 6000 SH SOLE 0 0 6000 MKS INSTRUMENT INC COM 55306N104 203 2122 SH SOLE 0 0 2122 NATIONAL COMM CORP COM 63546L102 285 6655 SH SOLE 0 0 6655 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 404 3965 SH SOLE 0 0 3965 POWERSHARES ETF TR II DEV MKTS EX-US 73936T789 524 11869 SH SOLE 0 0 11869 POWERSHARES ETF TR II EMER MRKT PORT 73936T763 383 17971 SH SOLE 0 0 17971 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 205 4471 SH SOLE 0 0 4471 POWERSHARES ETF TRUST FTSE RAFI 1000 73935X583 1231 11476 SH SOLE 0 0 11476 POWERSHARES ETF TRUST FTSE US1500 SM 73935X567 524 4180 SH SOLE 0 0 4180 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 200 1349 SH SOLE 0 0 1349 SOUTHERN CO COM 842587107 222 4513 SH SOLE 0 0 4513 SOUTHWEST AIRLS CO COM 844741108 382 6814 SH SOLE 0 0 6814 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 370 7764 SH SOLE 0 0 7764 SPDR S&P 500 ETF TR TR UNIT 78462F103 662 2623 SH SOLE 0 0 2623 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 484 1480 SH SOLE 0 0 1480 SPDR SERIES TRUST BLOMBERG BRC SRT 78464A474 3849 125499 SH SOLE 0 0 125499 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 488 3792 SH SOLE 0 0 3792 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 2168 17943 SH SOLE 0 0 17943 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 848 6254 SH SOLE 0 0 6254 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 447 5483 SH SOLE 0 0 5483 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 789 7366 SH SOLE 0 0 7366 VANGUARD INDEX FDS GROWTH ETF 922908736 4038 30419 SH SOLE 0 0 30419 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1062 8722 SH SOLE 0 0 8722 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 886 8387 SH SOLE 0 0 8387 VANGUARD INDEX FDS MID CAP ETF 922908629 258 1758 SH SOLE 0 0 1758 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5165 22383 SH SOLE 0 0 22383 VANGUARD INDEX FDS SM CP VAL ETF 922908611 222 1715 SH SOLE 0 0 1715 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10825 83528 SH SOLE 0 0 83528 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 617 14159 SH SOLE 0 0 14159 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 2216 19195 SH SOLE 0 0 19195 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 512 4306 SH SOLE 0 0 4306 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 978 10315 SH SOLE 0 0 10315 VANGUARD STAR FD VG TL INTL STK F 921909768 3769 68859 SH SOLE 0 0 68859 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1529 35221 SH SOLE 0 0 35221 VICTORY PORTFOLIOS II SHS US EQ INCM 92647N824 488 10928 SH SOLE 0 0 10928 VULCAN MATLS CO COM 929160109 246 2060 SH SOLE 0 0 2060