Instuitional Investor - Jp Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Jp Wealth Management, Inc. |
| Portfolio Value | $124,099,538 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 856,169 | $28,245,015 | 22.76% | |
| 2. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 112,194 | $21,655,686 | 17.45% | |
| 3. | STEW | 968,445 | $16,705,676 | 13.46% | |
| 4. | First Tr Nas100 Eq Weighted | 127,134 | $15,374,315 | 12.39% | |
| 5. | TSI | 3,042,735 | $14,787,692 | 11.92% |
