Instuitional Investor - Kiely Wealth Advisory Group, Inc.
Fund Profile
Filing Period:
Fund Name: | Kiely Wealth Advisory Group, Inc. |
Portfolio Value | $172,920,904 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Wisdomtree Floating Ratetreasry Etf | 1,630,973 | $81,910,413 | 47.36% | |
2. | Ishares Treasury Floating Rate B Etf | 436,392 | $22,111,969 | 12.78% | |
3. | Invsc S P 500 Equal Weight Etf | 126,410 | $19,963,911 | 11.54% | |
4. | Vanguard Mid Cap Etf | 50,776 | $11,760,723 | 6.8% | |
5. | Vanguard Scottsdale Funds | 61,499 | $4,892,050 | 2.82% |