Instuitional Investor - Leicht Financial Planning & Wealth Management, Inc.
Fund Profile
Filing Period:
Fund Name: | Leicht Financial Planning & Wealth Management, Inc. |
Portfolio Value | $195,442,079 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Spdr Series Trust | 524,479 | $46,101,732 | 23.59% | |
2. | Spdr Series Trust | 832,963 | $23,223,017 | 11.88% | |
3. | Spdr Series Trust | 432,255 | $22,105,520 | 11.31% | |
4. | Spdr Ser Tr - PORTFOLIO S&P600 | 377,425 | $16,953,926 | 8.67% | |
5. | Spdr Index Shs Fds | 479,953 | $16,380,802 | 8.38% |