Instuitional Investor - Global Wealth Strategies & Associates

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
201,542 $88,033,685 36.65%
2.
Ishares Core Msci Eafe Etf
485,060 $34,123,971 14.2%
3.
Invesco Nasdaq 100 Etf
103,144 $17,383,890 7.23%
4. BND 216,783 $15,944,390 6.63%
5.
Vanguard Dividend Appreciation Etf
86,186 $14,686,094 6.11%