Instuitional Investor - Global Wealth Strategies & Associates
Fund Profile
Filing Period:
| Fund Name: | Global Wealth Strategies & Associates |
| Portfolio Value | $319,632,566 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf - ETF | 224,531 | $120,979,310 | 37.84% | |
| 2. | Ishares Core Msci Eafe Etf - ETF | 436,369 | $30,667,993 | 9.59% | |
| 3. | Invesco Nasdaq 100 Etf - ETF | 117,530 | $24,734,248 | 7.73% | |
| 4. | BND | 343,775 | $24,720,894 | 7.73% | |
| 5. | Vanguard Scottsdale Funds | 133,511 | $11,926,563 | 3.73% |
