Instuitional Investor - Orgel Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Orgel Wealth Management, Llc
Portfolio Value $4,532,812,766
Filing Period:
No. Security Ticker Shares Value % Port
1. VLUE 3,050,553 $605,900,885 13.37%
2.
Vanguard Scottsdale Funds
8,078,817 $474,468,930 10.47%
3.
Spdr Series Trust
3,690,972 $393,826,725 8.69%
4. IEF 557,287 $381,708,045 8.42%
5.
Ishares Tr - NATIONAL MUN ETF
2,615,919 $280,191,085 6.18%