Instuitional Investor - Global Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Global Wealth Management, Llc |
| Portfolio Value | $156,640,431 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 1,058,243 | $24,022,122 | 15.33% | |
| 2. | J P Morgan Exchange Traded F - ULTRA SHT MUNCPL | 395,422 | $20,051,839 | 12.8% | |
| 3. | IEF | 32,003 | $18,839,762 | 12.02% | |
| 4. | FNDF | 689,235 | $18,829,908 | 12.02% | |
| 5. | Vanguard Bd Index Fds - VANGUARD ULTRA | 270,124 | $13,403,553 | 8.55% |
