Instuitional Investor - Long Island Wealth Management, Inc.
Fund Profile
Filing Period:
Fund Name: | Long Island Wealth Management, Inc. |
Portfolio Value | $159,768,662 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 58,113 | $16,841,500 | 10.54% | |
2. | FNDF | 522,931 | $11,870,516 | 7.42% | |
3. | Innovator Etfs Trust | 290,667 | $10,856,412 | 6.79% | |
4. | Pgim Rock Etf Tr | 368,018 | $9,737,462 | 6.09% | |
5. | Vaneck Etf Trust | 97,130 | $9,006,289 | 5.63% |