Instuitional Investor - Apex Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Apex Wealth Management, Llc
Portfolio Value $98,473,532
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 14,263 $9,907,646 10.06%
2. BND 99,155 $7,357,265 7.47%
3.
Blackrock Etf Trust Ii
111,127 $5,886,389 5.98%
4. FNDF 180,843 $5,852,071 5.94%
5.
Ishares Tr
50,985 $5,624,149 5.71%