Instuitional Investor - Modern Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Modern Wealth Management, Llc |
| Portfolio Value | $5,484,116,623 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 3,627,370 | $167,004,119 | 3.05% | |
| 2. | AAPL | 494,995 | $134,569,326 | 2.45% | |
| 3. | Janus Detroit Str Tr | 2,620,501 | $132,544,931 | 2.42% | |
| 4. | Spdr Series Trust | 1,443,831 | $119,116,044 | 2.17% | |
| 5. | Invesco Qqq Tr | 189,340 | $116,313,689 | 2.12% |
Hedge Fund Resource Center 
