Instuitional Investor - Long Island Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Long Island Wealth Management, Inc. |
| Portfolio Value | $140,203,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 59,274 | $14,061,000 | 10.02% | |
| 2. | Proshares Tr | 139,520 | $10,798,000 | 7.7% | |
| 3. | Innovator Etfs Tr | 308,832 | $10,596,000 | 7.55% | |
| 4. | Innovator Etfs Tr | 193,206 | $5,874,000 | 4.18% | |
| 5. | Vanguard Index Fds | 30,546 | $5,022,000 | 3.58% |
