Instuitional Investor - Bennett Associates Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Bennett Associates Wealth Management |
| Portfolio Value | $120,510,160 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Tr Exchange-Traded Fd | 255,217 | $22,413,157 | 18.59% | |
| 2. | Ishares Tr | 184,151 | $12,942,133 | 10.73% | |
| 3. | Vanguard Index Fds | 38,640 | $10,205,983 | 8.46% | |
| 4. | Goldman Sachs Etf Tr | 74,300 | $8,557,874 | 7.1% | |
| 5. | Vanguard World Fd | 19,858 | $6,819,436 | 5.65% |
