Instuitional Investor - Philip James Wealth Mangement, Llc
Fund Profile
Filing Period:
| Fund Name: | Philip James Wealth Mangement, Llc |
| Portfolio Value | $129,155,143 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F | 318,712 | $16,008,887 | 12.39% | |
| 2. | Vaneck Etf Trust | 132,224 | $11,221,849 | 8.68% | |
| 3. | First Tr Exchng Traded Fd Vi | 450,187 | $11,137,634 | 8.62% | |
| 4. | Ishares Tr | 215,889 | $11,019,000 | 8.53% | |
| 5. | Ishares Tr | 172,629 | $9,290,893 | 7.19% |
