Instuitional Investor - Collaborative Wealth Managment Inc.
Fund Profile
Filing Period:
| Fund Name: | Collaborative Wealth Managment Inc. |
| Portfolio Value | $283,729,953 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 111,357 | $11,881,814 | 4.19% | |
| 2. | Spdr Series Trust | 192,230 | $10,920,584 | 3.85% | |
| 3. | Spdr Index Shs Fds | 243,839 | $10,828,908 | 3.82% | |
| 4. | Spdr Series Trust | 174,808 | $10,123,159 | 3.57% | |
| 5. | American Centy Etf Tr | 92,727 | $9,456,344 | 3.33% |