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Home > Institutional Investor > Alliance Wealth Management Group > Profile

Instuitional Investor - Alliance Wealth Management Group

Fund Profile
Filing Period:
Fund Name: Alliance Wealth Management Group
Portfolio Value $373,674,925
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,269,625 $52,609,903 14.07%
2.
Schwab Strategic Trust
 FNDF 1,067,905 $24,241,449 6.48%
3.
Spdr Ser Tr
 718,839 $22,089,911 5.91%
4.
Ishares Trust
 IEF 37,221 $21,911,545 5.86%
5.
Ishares Tr - IBOXX HI YD ETF
 201,742 $15,867,031 4.24%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)