Instuitional Investor - Iams Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Iams Wealth Management, Llc |
| Portfolio Value | $154,641,965 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Ser Tr | 127,219 | $12,610,119 | 8.15% | |
| 2. | First Tr Exchng Traded Fd Vi | 217,630 | $9,707,388 | 6.27% | |
| 3. | Spdr Ser Tr | 70,581 | $6,450,581 | 4.17% | |
| 4. | UPS | 37,291 | $5,863,279 | 3.79% | |
| 5. | First Tr Exchange-Traded Fd | 83,984 | $5,010,485 | 3.24% |
