Instuitional Investor - Orgel Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Orgel Wealth Management, Llc |
| Portfolio Value | $3,849,926,041 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 7,535,912 | $442,282,671 | 11.49% | |
| 2. | Ishares Tr - NATIONAL MUN ETF | 3,390,855 | $357,531,752 | 9.29% | |
| 3. | FNDF | 11,520,110 | $322,102,284 | 8.37% | |
| 4. | Ishares Tr - MSCI USA QLT FCT | 1,883,917 | $321,942,604 | 8.36% | |
| 5. | Spdr Series Trust | 3,692,948 | $296,802,264 | 7.71% |
