Instuitional Investor - Kiely Wealth Advisory Group, Inc.
Fund Profile
Filing Period:
Fund Name: | Kiely Wealth Advisory Group, Inc. |
Portfolio Value | $155,434,653 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Wisdomtree Floating Ratetreasry Etf | 872,130 | $43,964,075 | 28.28% | |
2. | Invsc S P 500 Equal Weight Etf Iv | 124,414 | $22,485,314 | 14.46% | |
3. | Vanguard Mid Cap Etf | 48,769 | $13,555,243 | 8.72% | |
4. | Ishares Treasury Floatngrate Bd Etf | 198,104 | $10,016,143 | 6.44% | |
5. | Ishares High Yield Corporat Bond Etf | 182,476 | $7,850,129 | 5.05% |