Instuitional Investor - Jp Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Jp Wealth Management, Inc. |
| Portfolio Value | $136,195,450 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 838,892 | $29,017,274 | 21.3% | |
| 2. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 106,544 | $22,422,185 | 16.46% | |
| 3. | First Tr Nas100 Eq Weighted | 120,542 | $15,062,928 | 11.05% | |
| 4. | STEW | 926,405 | $14,841,008 | 10.89% | |
| 5. | TSI | 2,835,435 | $13,638,442 | 10.01% |
