Instuitional Investor - Global Wealth Strategies & Associates
Fund Profile
Filing Period:
| Fund Name: | Global Wealth Strategies & Associates |
| Portfolio Value | $329,976,701 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf - ETF | 235,168 | $120,855,421 | 36.63% | |
| 2. | Ishares Core Msci Eafe Etf - ETF | 465,700 | $35,230,197 | 10.68% | |
| 3. | BND | 383,135 | $28,141,240 | 8.53% | |
| 4. | Invesco Nasdaq 100 Etf - ETF | 122,172 | $23,581,653 | 7.15% | |
| 5. | Vanguard Scottsdale Funds | 140,194 | $11,306,672 | 3.43% |
