Instuitional Investor - Collaborative Wealth Managment Inc.
Fund Profile
Filing Period:
| Fund Name: | Collaborative Wealth Managment Inc. |
| Portfolio Value | $247,220,205 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 113,201 | $11,830,682 | 4.79% | |
| 2. | Spdr Series Trust | 191,461 | $10,593,536 | 4.29% | |
| 3. | Spdr Series Trust | 171,907 | $9,831,337 | 3.98% | |
| 4. | Spdr Index Shs Fds | 214,083 | $9,160,606 | 3.71% | |
| 5. | American Centy Etf Tr | 87,135 | $8,672,548 | 3.51% |