Instuitional Investor - Bennett Associates Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Bennett Associates Wealth Management |
| Portfolio Value | $102,508,112 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Tr Exchange-Traded Fd | 255,808 | $20,474,872 | 19.97% | |
| 2. | Ishares Tr | 169,196 | $11,902,939 | 11.61% | |
| 3. | Vanguard Index Fds | 41,055 | $9,551,035 | 9.31% | |
| 4. | Goldman Sachs Etf Tr | 77,165 | $7,238,849 | 7.06% | |
| 5. | First Tr Exchng Traded Fd Vi | 129,290 | $5,766,980 | 5.62% |
