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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 $320,464,228
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 776,829 $43,813,172 13.67%
2.
Schwab Strategic Trust
 FNDF 509,553 $23,755,349 7.41%
3.
Spdr Ser Tr
 690,616 $21,125,932 6.59%
4.
Schwab Strategic Trust
 FNDF 418,211 $15,457,082 4.82%
5.
Ishares Trust
 IEF 29,684 $14,178,167 4.42%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)