Instuitional Investor - Insight Wealth Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Insight Wealth Strategies, Llc
Portfolio Value $872,144,816
Filing Period:
No. Security Ticker Shares Value % Port
1. CVX 219,858 $33,508,621 3.84%
2. IEF 276,655 $30,484,632 3.5%
3.
Vanguard Scottsdale Funds
398,650 $30,237,636 3.47%
4. IEF 320,946 $27,973,615 3.21%
5.
Goldman Sachs Etf Tr
649,776 $27,901,400 3.2%