Instuitional Investor - Independent Wealth Network Inc.
Fund Profile
Filing Period:
Fund Name: | Independent Wealth Network Inc. |
Portfolio Value | $246,475,329 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Spdr Series Trust | 117,546 | $10,332,308 | 4.19% | |
2. | Spdr Series Trust | 141,816 | $9,776,814 | 3.96% | |
3. | CAT | 26,607 | $9,651,899 | 3.91% | |
4. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 185,253 | $9,331,175 | 3.78% | |
5. | Spdr Series Trust | 135,497 | $6,929,337 | 2.81% |