Instuitional Investor - Long Island Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Long Island Wealth Management, Inc. |
| Portfolio Value | $211,463,393 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 56,172 | $18,832,839 | 8.91% | |
| 2. | Innovator Etfs Trust | 394,307 | $18,540,315 | 8.77% | |
| 3. | Innovator Etfs Trust | 435,696 | $18,046,528 | 8.53% | |
| 4. | Innovator Etfs Trust | 424,818 | $15,361,419 | 7.26% | |
| 5. | VWO | 82,584 | $11,649,307 | 5.51% |