Instuitional Investor - Global Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Global Wealth Management, Llc |
| Portfolio Value | $185,834,927 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - ULTRA SHT MUNCPL | 522,702 | $26,626,460 | 14.33% | |
| 2. | FNDF | 878,601 | $23,045,702 | 12.4% | |
| 3. | Vanguard Bd Index Fds - VANGUARD ULTRA | 379,070 | $18,892,865 | 10.17% | |
| 4. | FNDF | 667,332 | $18,304,926 | 9.85% | |
| 5. | IEF | 26,225 | $17,962,867 | 9.67% |